Silicon Motion Technology CORP - SIMO
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.
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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 | No change | 3,398,367 | 381,602 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| REINHART PARTNERS, LLC. | History | Reduced | 1,314,039 | 147,555 | 4.24% | 4.37% | 2 | -259,316 | -16.48% | Q1 2026 | Apr 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 1,293,710 | 145,225 | 0.21% | 0.19% | 3 | +14,623 | 1.14% | Q1 2026 | May 13, 2026 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | History | Added to | 1,173,315 | 131,751 | 4.79% | 3.37% | 4 | +385,568 | 48.95% | Q1 2026 | May 15, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 962,139 | 108,039 | 0.35% | 0.28% | 5 | -32,838 | -3.3% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 781,981 | 87,808 | 0.14% | 0.12% | 6 | +23,403 | 3.09% | Q1 2026 | May 15, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 631,581 | 70,920 | 0.1% | 0.08% | 7 | +7,628 | 1.22% | Q1 2026 | Apr 21, 2026 |
| Wolf Hill Capital Management, LP | History | Reduced | 580,852 | 65,223 | 6.33% | 5.95% | 8 | -518 | -0.09% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Added to | 560,103 | 62,893 | 0.11% | 0.06% | 9 | +179,055 | 46.99% | Q1 2026 | May 15, 2026 |
| Analog Century Management LP | History | New | 538,748 | 60,496 | 2.89% | — | 10 | +538,748 | New | Q1 2026 | May 15, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Added to | 509,975 | 57,265 | 0.42% | 0.2% | 11 | +190,351 | 59.55% | Q1 2026 | May 15, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 506,725 | 56,900 | 1.3% | 1.27% | 12 | -76,101 | -13.06% | Q1 2026 | May 13, 2026 |
| CastleKnight Management LP | History | Added to | 503,475 | 56,535 | 0.94% | 0.2% | 13 | +407,539 | 424.8% | Q1 2026 | May 15, 2026 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | History | Reduced | 456,375 | 51,246 | 1.38% | 1.03% | 14 | -78,557 | -14.69% | Q1 2026 | May 15, 2026 |
| Kite Lake Capital Management (UK) LLP | History | Reduced | 452,574 | 50,819 | 40.76% | 70.85% | 15 | -3,697 | -0.81% | Q1 2026 | May 15, 2026 |
| HIGHLAND PEAK CAPITAL, LLC | History | Reduced | 444,515 | 49,914 | 13.38% | 15.15% | 16 | -52,109 | -10.49% | Q1 2026 | May 13, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | Reduced | 428,188 | 48,081 | 3.96% | 3.69% | 17 | -53,630 | -11.13% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 425,697 | 47,801 | 0.03% | 0.01% | 18 | +225,221 | 112.34% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 418,285 | 46,969 | 0.01% | 0.01% | 19 | -213,820 | -33.83% | Q1 2026 | May 12, 2026 |
| Pertento Partners LLP | History | Reduced | 412,536 | 46,323 | 3.39% | 10.02% | 20 | -738,875 | -64.17% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 395,789 | 44,443 | 0.02% | 0.01% | 21 | +248,759 | 169.19% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 391,926 | 44,009 | 0.01% | 0.01% | 22 | +40,385 | 11.49% | Q1 2026 | May 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 381,854 | 42,878 | 0.04% | — | 23 | +381,854 | New | Q1 2026 | May 12, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | Reduced | 367,700 | 41,292 | 5.75% | 4.66% | 24 | -17,206 | -4.47% | Q1 2026 | May 13, 2026 |
| Ophir Asset Management Pty Ltd | History | Reduced | 357,044 | 40,092 | 4.67% | 4.86% | 25 | -110,520 | -23.64% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 351,522 | 39,472 | 0.04% | 0.01% | 26 | +256,133 | 268.51% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 304,286 | 34,168 | 0.01% | 0.01% | 27 | -392,713 | -56.34% | Q1 2026 | May 15, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | Added to | 300,000 | 33,687 | 1.2% | 0.71% | 28 | +80,000 | 36.36% | Q1 2026 | May 04, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | Added to | 282,550 | 31,727 | 0.94% | 0.8% | 29 | +46,250 | 19.57% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 281,477 | 31,607 | 0.03% | 0.05% | 30 | -105,860 | -27.33% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 276,600 | 31,059 | 0.03% | 0.01% | 31 | +143,949 | 108.52% | Q1 2026 | May 14, 2026 |
| Boston Partners | History | Reduced | 272,797 | 30,633 | 0.03% | 0.04% | 32 | -111,004 | -28.92% | Q1 2026 | May 11, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 272,356 | 30,582 | 0.31% | 0.5% | 33 | -239,115 | -46.75% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 259,044 | 29,088 | 0.0% | 0.0% | 34 | +82,444 | 46.68% | Q1 2026 | May 15, 2026 |
| HEARTLAND ADVISORS INC | History | Reduced | 252,084 | 28,306 | 1.44% | 1.36% | 35 | -20,314 | -7.46% | Q1 2026 | May 06, 2026 |
| APIS CAPITAL ADVISORS, LLC | History | Added to | 249,200 | 27,982 | 4.32% | 3.46% | 36 | +35,120 | 16.41% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 244,387 | 27,442 | 0.0% | 0.0% | 37 | +60,970 | 33.24% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 210,294 | 23,767 | 0.01% | 0.01% | 38 | +3,578 | 1.73% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 210,974 | 23,690 | 0.0% | 0.0% | 39 | -53,884 | -20.34% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 210,302 | 23,614 | 0.09% | 0.04% | 40 | +97,844 | 87.0% | Q1 2026 | May 15, 2026 |
| AIGH Capital Management LLC | History | New | 200,000 | 22,458 | 3.06% | — | 41 | +200,000 | New | Q1 2026 | Apr 30, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 203,353 | 22,313 | 0.02% | 0.02% | 42 | +4,616 | 2.32% | Q1 2026 | May 08, 2026 |
| Granahan Investment Management, LLC | History | Reduced | 195,252 | 21,924 | 1.06% | 0.91% | 43 | -33,877 | -14.79% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | New | 188,653 | 21,183 | 0.03% | — | 44 | +188,653 | New | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 175,687 | 19,728 | 0.03% | 0.02% | 45 | +66,627 | 61.09% | Q1 2026 | May 15, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 168,439 | 18,914 | 0.03% | 0.03% | 46 | +14,920 | 9.72% | Q1 2026 | May 14, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | New | 160,891 | 18,066 | 0.08% | — | 47 | +160,891 | New | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 157,665 | 17,704 | 0.02% | 0.03% | 48 | -207,135 | -56.78% | Q1 2026 | May 15, 2026 |
| BAHL & GAYNOR INC | History | New | 155,565 | 17,468 | 0.09% | — | 49 | +155,565 | New | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 152,910 | 17,170 | 0.0% | 0.0% | 50 | -14,180 | -8.49% | Q1 2026 | May 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 138,585 | 14,613 | 0.01% | 0.0% | 51 | +100,865 | 267.4% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 124,980 | 14,034 | 0.0% | 0.0% | 52 | -484 | -0.39% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 117,028 | 13,141 | 0.0% | 0.0% | 53 | +29,012 | 32.96% | Q1 2026 | May 04, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | Added to | 116,878 | 13,124 | 0.77% | 0.49% | 54 | +36,902 | 46.14% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 116,690 | 13,103 | 0.0% | 0.0% | 55 | -76,766 | -39.68% | Q1 2026 | May 15, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 113,554 | 12,750 | 1.72% | 1.53% | 56 | +10,825 | 10.54% | Q1 2026 | May 15, 2026 |
| CloudAlpha Capital Management Limited/Hong Kong | History | New | 110,000 | 12,351 | 0.42% | — | 57 | +110,000 | New | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 109,073 | 12,247 | 0.01% | 0.01% | 58 | +13,677 | 14.34% | Q1 2026 | May 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 107,240 | 12,041 | 0.12% | 0.09% | 59 | +14,700 | 15.89% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 103,179 | 11,585 | 0.03% | — | 60 | +103,179 | New | Q1 2026 | May 08, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 124,681 | 11,557 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| M&G Plc | History | Reduced | 92,229 | 10,329 | 0.05% | 0.1% | 62 | -110,570 | -54.52% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Reduced | 90,153 | 10,123 | 0.0% | 0.0% | 63 | -887 | -0.97% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 86,171 | 9,676 | 0.67% | 0.51% | 64 | +5,243 | 6.48% | Q1 2026 | May 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 84,968 | 9,541 | 0.01% | 0.02% | 65 | -57,593 | -40.4% | Q1 2026 | May 15, 2026 |
| Prospect Capital Advisors, LLC | History | Reduced | 82,240 | 9,234 | 5.13% | 4.22% | 66 | -6,110 | -6.92% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 80,396 | 9,027 | 0.0% | 0.0% | 67 | +13,675 | 20.5% | Q1 2026 | May 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 77,322 | 8,682 | 0.13% | 0.11% | 68 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | New | 77,000 | 8,646 | 0.03% | — | 69 | +77,000 | New | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Added to | 76,768 | 8,620 | 0.04% | 0.02% | 70 | +3,425 | 4.67% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 75,680 | 8,498 | 0.0% | 0.0% | 71 | +5,490 | 7.82% | Q1 2026 | May 13, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Reduced | 73,116 | 8,210 | 0.11% | 0.15% | 72 | -33,735 | -31.57% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 72,965 | 8,193 | 0.02% | 0.02% | 73 | -15,810 | -17.81% | Q1 2026 | Apr 22, 2026 |
| Neuberger Berman Group LLC | History | New | 71,957 | 8,080 | 0.01% | — | 74 | +71,957 | New | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 68,617 | 7,704 | 0.0% | 0.0% | 75 | +29,654 | 76.11% | Q1 2026 | May 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 64,024 | 7,189 | 0.58% | 0.49% | 76 | -4,532 | -6.61% | Q1 2026 | Apr 28, 2026 |
| ODDO BHF ASSET MANAGEMENT SAS | History | Reduced | 60,000 | 6,737 | 0.27% | 0.67% | 77 | -132,500 | -68.83% | Q1 2026 | May 18, 2026 |
| SORA INVESTORS LLC | History | Reduced | 58,166 | 6,531 | 0.6% | 1.02% | 78 | -70,055 | -54.64% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 57,786 | 6,488 | 0.08% | 0.09% | 79 | -5,295 | -8.39% | Q1 2026 | May 15, 2026 |
| Melqart Asset Management (UK) Ltd | History | Reduced | 55,124 | 6,189 | 0.61% | 0.9% | 80 | -43,293 | -43.99% | Q1 2026 | May 12, 2026 |
| IMC-Chicago, LLC | History | Added to | 54,700 | 6,142 | 0.0% | 0.0% | 81 | +35,900 | 190.96% | Q1 2026 | May 05, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 54,687 | 6,140 | 0.01% | 0.05% | 82 | -316,975 | -85.29% | Q1 2026 | May 15, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 52,977 | 5,949 | 0.16% | 0.18% | 83 | -22,730 | -30.02% | Q1 2026 | Apr 28, 2026 |
| Tidal Investments LLC | History | Added to | 49,442 | 5,551 | 0.01% | 0.01% | 84 | +21,324 | 75.84% | Q1 2026 | May 15, 2026 |
| Skylands Capital, LLC | History | Reduced | 49,169 | 5,521 | 0.72% | 0.67% | 85 | -4,050 | -7.61% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 49,037 | 5,506 | 0.0% | 0.0% | 86 | +2,110 | 4.5% | Q1 2026 | May 15, 2026 |
| Emerald Investment Advisers, LLC | History | New | 48,059 | 5,396 | 0.49% | — | 87 | +48,059 | New | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | New | 47,100 | 5,288 | 0.0% | — | 88 | +47,100 | New | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 46,978 | 5,275 | 0.02% | 0.01% | 89 | +5,826 | 14.16% | Q1 2026 | May 14, 2026 |
| THAMES CAPITAL MANAGEMENT LLC | History | New | 46,344 | 5,203 | 0.93% | — | 90 | +46,344 | New | Q1 2026 | May 12, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 32,384 | 5,051 | 0.61% | 0.39% | 91 | +780 | 2.47% | Q1 2026 | May 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 43,344 | 4,867 | 0.0% | 0.0% | 92 | -557 | -1.27% | Q1 2026 | May 15, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | New | 42,985 | 4,826 | 0.1% | — | 93 | +42,985 | New | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 39,530 | 4,438 | 0.0% | 0.0% | 94 | +2,796 | 7.61% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 39,350 | 4,418 | 0.08% | 0.02% | 95 | +30,022 | 321.85% | Q1 2026 | Apr 27, 2026 |
| SCALAR GAUGE MANAGEMENT, LLC | History | New | 39,000 | 4,379 | 4.22% | — | 96 | +39,000 | New | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Added to | 36,803 | 4,132 | 0.06% | 0.03% | 97 | +14,803 | 67.29% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 36,015 | 4,044 | 0.01% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Walleye Trading LLC | History | Added to | 34,155 | 3,835 | 0.01% | 0.0% | 99 | +29,655 | 659.0% | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 28,590 | 3,210 | 0.0% | 0.0% | 100 | -13,129 | -31.47% | Q1 2026 | May 13, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | New | 28,472 | 3,197 | 0.84% | — | 101 | +28,472 | New | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 28,268 | 3,174 | 0.0% | 0.0% | 102 | -9,698 | -25.54% | Q1 2026 | May 15, 2026 |
| Polar Asset Management Partners Inc. | History | New | 28,218 | 3,168 | 0.06% | — | 103 | +28,218 | New | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 27,501 | 3,088 | 0.03% | 0.02% | 104 | +1,049 | 3.97% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 27,202 | 3,054 | 0.0% | 0.0% | 105 | +20,108 | 283.45% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 27,100 | 3,043 | 0.01% | 0.01% | 106 | -4,300 | -13.69% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | New | 25,676 | 2,883 | 0.02% | — | 107 | +25,676 | New | Q1 2026 | May 15, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | Reduced | 25,464 | 2,859 | 0.19% | 0.18% | 108 | -6,830 | -21.15% | Q1 2026 | May 14, 2026 |
| Lisanti Capital Growth, LLC | History | New | 25,285 | 2,839 | 0.72% | — | 109 | +25,285 | New | Q1 2026 | May 06, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 24,361 | 2,735 | 0.09% | 0.18% | 110 | -39,708 | -61.98% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 24,115 | 2,707 | 0.0% | 0.0% | 111 | +8,685 | 56.29% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | New | 23,923 | 2,686 | 0.01% | — | 112 | +23,923 | New | Q1 2026 | May 04, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 23,037 | 2,587 | 0.0% | 0.0% | 113 | -8,143 | -26.12% | Q1 2026 | May 15, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Reduced | 23,388 | 2,580 | 0.2% | 0.7% | 114 | -100,419 | -81.11% | Q1 2026 | May 11, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | New | 20,674 | 2,321 | 0.02% | — | 115 | +20,674 | New | Q1 2026 | Apr 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 20,500 | 2,301 | 0.0% | 0.0% | 116 | +18,000 | 720.0% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 19,230 | 2,159 | 0.0% | 0.0% | 117 | -120 | -0.62% | Q1 2026 | May 15, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Reduced | 18,660 | 2,095 | 0.11% | 0.22% | 118 | -37,675 | -66.88% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 18,526 | 2,080 | 0.0% | 0.0% | 119 | +6,877 | 59.04% | Q1 2026 | May 06, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 17,199 | 1,931 | 0.14% | 0.12% | 120 | -246 | -1.41% | Q1 2026 | Apr 20, 2026 |
| TEALWOOD ASSET MANAGEMENT INC | History | Reduced | 17,157 | 1,927 | 0.88% | 0.72% | 121 | -145 | -0.84% | Q1 2026 | Apr 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 16,046 | 1,801 | 0.01% | 0.0% | 122 | +15,965 | 19709.88% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 16,222 | 1,710 | 0.0% | 0.0% | 123 | -1,272 | -7.27% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 15,091 | 1,694 | 0.0% | 0.0% | 124 | -52,809 | -77.77% | Q1 2026 | May 06, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 15,091 | 1,694 | 0.01% | — | 125 | +15,091 | New | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 15,016 | 1,686 | 0.0% | 0.0% | 126 | -6,638 | -30.65% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 14,878 | 1,670 | 0.05% | 0.04% | 127 | +278 | 1.9% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 14,774 | 1,658 | 0.0% | 0.0% | 128 | -2,171 | -12.81% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 14,360 | 1,612 | 0.1% | 0.08% | 129 | +4,369 | 43.73% | Q1 2026 | May 08, 2026 |
| Employees Retirement System of Texas | History | No change | 13,285 | 1,492 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cadence Bank | History | No change | 15,969 | 1,480 | 0.09% | 0.09% | 131 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| XTX Topco Ltd | History | Reduced | 12,971 | 1,456 | 0.03% | 0.08% | 132 | -18,884 | -59.28% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 12,940 | 1,453 | 0.02% | 0.01% | 133 | +1,216 | 10.37% | Q1 2026 | Apr 23, 2026 |
| Handelsbanken Fonder AB | History | Added to | 12,900 | 1,449 | 0.0% | 0.0% | 134 | +2,900 | 29.0% | Q1 2026 | Apr 28, 2026 |
| Diametric Capital, LP | History | Reduced | 12,311 | 1,382 | 0.36% | 0.61% | 135 | -12,054 | -49.47% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 12,223 | 1,372 | 0.01% | 0.01% | 136 | -1,397 | -10.26% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 11,264 | 1,264 | 0.0% | 0.0% | 137 | +5,196 | 85.63% | Q1 2026 | May 14, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 11,181 | 1,255 | 0.05% | 0.04% | 138 | -485 | -4.16% | Q1 2026 | May 13, 2026 |
| Numerai GP LLC | History | Added to | 11,068 | 1,242 | 0.12% | 0.03% | 139 | +8,759 | 379.34% | Q1 2026 | May 15, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 10,495 | 1,178 | 0.8% | 0.62% | 140 | +1,092 | 11.61% | Q1 2026 | Apr 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 10,455 | 1,173 | 0.01% | 0.01% | 141 | -3,170 | -23.27% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 10,158 | 1,140 | 0.0% | 0.0% | 142 | +496 | 5.13% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 9,984 | 1,121 | 0.01% | 0.02% | 143 | -3,488 | -25.89% | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | Added to | 9,895 | 1,111 | 0.05% | 0.03% | 144 | +3,295 | 49.92% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 9,674 | 1,086 | 0.01% | 0.01% | 145 | +1,151 | 13.5% | Q1 2026 | May 14, 2026 |
| Shay Capital LLC | History | New | 9,600 | 1,077 | 0.09% | — | 146 | +9,600 | New | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | New | 9,270 | 1,040 | 0.09% | — | 147 | +9,270 | New | Q1 2026 | May 14, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | New | 9,000 | 1,010 | 0.1% | — | 148 | +9,000 | New | Q1 2026 | May 07, 2026 |
| West Tower Group, LLC | History | Reduced | 8,953 | 1,005 | 3.14% | 2.57% | 149 | -3,347 | -27.21% | Q1 2026 | Apr 29, 2026 |
| Diversified Trust Co | History | No change | 8,628 | 968 | 0.02% | 0.01% | 150 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,402 | 943 | 0.0% | 0.0% | 151 | +604 | 7.75% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Added to | 8,197 | 920 | 0.0% | 0.0% | 152 | +1,016 | 14.15% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 8,068 | 905 | 0.01% | 0.01% | 153 | -3,635 | -31.06% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | No change | 7,470 | 839 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,470 | 838 | 0.0% | 0.0% | 155 | +2,119 | 39.6% | Q1 2026 | May 12, 2026 |
| MAVERICK CAPITAL LTD | History | New | 7,369 | 827 | 0.01% | — | 156 | +7,369 | New | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,085 | 795 | 0.0% | 0.0% | 157 | +4,708 | 198.06% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,160 | 788 | 0.0% | 0.0% | 158 | +7,103 | 12461.4% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 6,560 | 736 | 0.04% | 0.03% | 159 | +3,576 | 119.84% | Q1 2026 | Apr 22, 2026 |
| State of Wyoming | History | Added to | 6,310 | 708 | 0.08% | 0.05% | 160 | +1,265 | 25.07% | Q1 2026 | May 13, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Reduced | 5,758 | 646 | 0.09% | 0.2% | 161 | -9,498 | -62.26% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Added to | 5,408 | 607 | 0.0% | 0.0% | 162 | +597 | 12.41% | Q1 2026 | May 12, 2026 |
| North Star Investment Management Corp. | History | No change | 5,400 | 606 | 0.04% | 0.03% | 163 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,353 | 601 | 0.07% | — | 164 | +5,353 | New | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | Added to | 5,304 | 595 | 0.0% | 0.0% | 165 | +2,804 | 112.16% | Q1 2026 | May 14, 2026 |
| AVISO WEALTH MANAGEMENT | History | No change | 5,138 | 577 | 0.26% | 0.2% | 166 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Hardy Reed LLC | History | Added to | 5,010 | 562 | 0.04% | 0.03% | 167 | +166 | 3.43% | Q1 2026 | Apr 28, 2026 |
| Penn Capital Management Company, LLC | History | Reduced | 4,880 | 547 | 0.04% | 0.04% | 168 | -90 | -1.81% | Q1 2026 | May 06, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 4,815 | 541 | 0.02% | 0.01% | 169 | +130 | 2.77% | Q1 2026 | Apr 21, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 4,429 | 497 | 0.0% | 0.0% | 170 | +432 | 10.81% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 4,420 | 496 | 0.01% | — | 171 | +4,420 | New | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Added to | 4,336 | 486 | 0.01% | 0.0% | 172 | +694 | 19.06% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 4,328 | 485 | 0.0% | 0.0% | 173 | +1,197 | 38.23% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 4,298 | 482 | 0.0% | — | 175 | +4,298 | New | Q1 2026 | May 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 4,293 | 482 | 0.01% | 0.01% | 174 | +508 | 13.42% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 4,279 | 480 | 0.01% | 0.01% | 176 | +273 | 6.81% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 4,271 | 479 | 0.01% | 0.01% | 177 | -55 | -1.27% | Q1 2026 | May 18, 2026 |
| Verition Fund Management LLC | History | Reduced | 4,223 | 474 | 0.0% | 0.0% | 178 | -240 | -5.38% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | New | 4,200 | 471 | 0.0% | — | 179 | +4,200 | New | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,098 | 460 | 0.0% | 0.0% | 180 | -1,200 | -22.65% | Q1 2026 | May 08, 2026 |
| Headlands Technologies LLC | History | Reduced | 4,051 | 454 | 0.05% | 0.03% | 181 | -243 | -5.66% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 4,035 | 453 | 0.01% | — | 182 | +4,035 | New | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | New | 4,000 | 449 | 0.0% | — | 184 | +4,000 | New | Q1 2026 | May 15, 2026 |
| Erste Asset Management GmbH | History | No change | 4,000 | 449 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | New | 3,946 | 443 | 0.02% | — | 186 | +3,946 | New | Q1 2026 | May 15, 2026 |
| CSM Advisors, LLC | History | Reduced | 3,961 | 443 | 0.01% | 0.01% | 185 | -23 | -0.58% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 3,837 | 430 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Added to | 3,787 | 425 | 0.0% | 0.0% | 188 | +89 | 2.41% | Q1 2026 | May 11, 2026 |
| Virtu Financial LLC | History | New | 3,772 | 423 | 0.02% | — | 189 | +3,772 | New | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 3,679 | 413 | 0.0% | 0.0% | 190 | -533 | -12.65% | Q1 2026 | May 05, 2026 |
| Henry James International Management Inc. | History | New | 3,615 | 405 | 0.15% | — | 191 | +3,615 | New | Q1 2026 | Apr 10, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | New | 3,500 | 393 | 0.11% | — | 194 | +3,500 | New | Q1 2026 | May 15, 2026 |
| Quinn Opportunity Partners LLC | History | New | 3,500 | 393 | 0.02% | — | 195 | +3,500 | New | Q1 2026 | May 15, 2026 |
| FIFTH LANE CAPITAL, LP | History | Added to | 3,500 | 393 | 0.48% | 0.07% | 193 | +2,500 | 250.0% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,506 | 393 | 0.0% | 0.0% | 192 | -825 | -19.05% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,445 | 386 | 0.0% | 0.0% | 196 | -61 | -1.74% | Q1 2026 | Apr 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 3,377 | 379 | 0.0% | — | 198 | +3,377 | New | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 3,375 | 379 | 0.0% | 0.0% | 197 | +964 | 39.98% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 3,310 | 371 | 0.0% | 0.01% | 199 | -5,184 | -61.03% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 3,018 | 338 | 0.0% | 0.0% | 200 | +387 | 14.71% | Q1 2026 | May 13, 2026 |
| Quent Capital, LLC | History | No change | 3,000 | 336 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HARVEST MANAGEMENT LLC | History | Reduced | 2,950 | 331 | 0.16% | 0.15% | 202 | -2,050 | -41.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 2,814 | 315 | 0.0% | 0.0% | 203 | +63 | 2.29% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 2,751 | 309 | 0.0% | — | 204 | +2,751 | New | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 2,621 | 294 | 0.0% | 0.0% | 205 | -415 | -13.67% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,595 | 291 | 0.0% | 0.0% | 206 | -1,292 | -33.24% | Q1 2026 | May 04, 2026 |
| Legacy Wealth Asset Management, LLC | History | New | 2,338 | 262 | 0.06% | — | 207 | +2,338 | New | Q1 2026 | Apr 08, 2026 |
| Vest Financial, LLC | History | Reduced | 2,263 | 254 | 0.0% | 0.0% | 208 | -342 | -13.13% | Q1 2026 | Apr 23, 2026 |
| SG Americas Securities, LLC | History | Reduced | 2,172 | 244 | 0.0% | 0.0% | 209 | -14,118 | -86.67% | Q1 2026 | Apr 16, 2026 |
| HighTower Advisors, LLC | History | New | 2,147 | 241 | 0.0% | — | 210 | +2,147 | New | Q1 2026 | May 05, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 2,091 | 234 | 0.17% | 0.14% | 211 | -298 | -12.47% | Q1 2026 | May 08, 2026 |
| Graham Capital Management, L.P. | History | New | 2,078 | 233 | 0.01% | — | 212 | +2,078 | New | Q1 2026 | May 15, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 1,997 | 224 | 0.04% | 0.04% | 213 | -510 | -20.34% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | New | 1,885 | 211 | 0.0% | — | 215 | +1,885 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 1,880 | 211 | 0.0% | 0.0% | 214 | -410 | -17.9% | Q1 2026 | Apr 28, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,874 | 210 | 0.02% | 0.05% | 216 | -5,027 | -72.84% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | New | 1,829 | 205 | 0.0% | — | 217 | +1,829 | New | Q1 2026 | May 15, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 1,818 | 204 | 0.03% | — | 218 | +1,818 | New | Q1 2026 | Apr 09, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 1,815 | 203 | 0.02% | — | 219 | +1,815 | New | Q1 2026 | Apr 08, 2026 |
| Arax Advisory Partners | History | Added to | 791 | 184 | 0.01% | 0.0% | 220 | +345 | 77.35% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,554 | 174 | 0.0% | 0.0% | 221 | +37 | 2.44% | Q1 2026 | Apr 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,478 | 165 | 0.0% | 0.0% | 222 | +763 | 106.71% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 1,252 | 140 | 0.01% | 0.01% | 223 | +133 | 11.89% | Q1 2026 | Apr 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,159 | 130 | 0.0% | 0.0% | 224 | +511 | 78.86% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | No change | 1,054 | 118 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,041 | 116 | 0.0% | 0.0% | 226 | -850 | -44.95% | Q1 2026 | Apr 20, 2026 |
| Quantbot Technologies LP | History | Added to | 983 | 110 | 0.0% | — | 227 | +982 | 98200.0% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | New | 941 | 110 | 0.0% | — | 228 | +941 | New | Q1 2026 | May 12, 2026 |
| Covestor Ltd | History | Reduced | 927 | 104 | 0.07% | 0.21% | 230 | -3,424 | -78.69% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,131 | 104 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 874 | 98 | 0.0% | 0.0% | 231 | +60 | 7.37% | Q1 2026 | Apr 27, 2026 |
| MeadowBrook Investment Advisors LLC | History | Added to | 785 | 88 | 0.08% | 0.06% | 232 | +15 | 1.95% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 743 | 86 | 0.0% | 0.0% | 233 | -1,630 | -68.69% | Q1 2026 | Apr 07, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 750 | 84 | 0.04% | 0.03% | 234 | -250 | -25.0% | Q1 2026 | Apr 15, 2026 |
| Allworth Financial LP | History | Added to | 660 | 74 | 0.0% | 0.0% | 235 | +472 | 251.06% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 551 | 61 | 0.0% | — | 237 | +551 | New | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 550 | 61 | 0.01% | 0.01% | 236 | -90 | -14.06% | Q1 2026 | Apr 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 525 | 58 | 0.0% | — | 240 | +525 | New | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 517 | 58 | 0.0% | 0.0% | 238 | +269 | 108.47% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 525 | 58 | 0.01% | 0.0% | 239 | +222 | 73.27% | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 395 | 44 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 375 | 42 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WealthCollab, LLC | History | No change | 346 | 38 | 0.02% | 0.01% | 243 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 317 | 35 | 0.0% | 0.0% | 244 | +33 | 11.62% | Q1 2026 | May 07, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 300 | 33 | 0.0% | — | 245 | +300 | New | Q1 2026 | Apr 14, 2026 |
| Opal Wealth Advisors, LLC | History | New | 272 | 30 | 0.01% | — | 246 | +272 | New | Q1 2026 | Apr 14, 2026 |
| Forum Finance Group S.A. | History | New | 310 | 29 | 0.02% | — | 247 | +310 | New | Q1 2026 | May 07, 2026 |
| Truvestments Capital LLC | History | New | 225 | 25 | 0.0% | — | 248 | +225 | New | Q1 2026 | May 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 215 | 24 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| First Command Advisory Services, Inc. | History | New | 202 | 22 | 0.0% | — | 250 | +202 | New | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 161 | 18 | 0.0% | — | 252 | +161 | New | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 167 | 18 | 0.0% | 0.0% | 251 | +121 | 263.04% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | New | 140 | 16 | 0.0% | — | 253 | +140 | New | Q1 2026 | Apr 28, 2026 |
| EFG International AG | History | New | 110 | 12 | 0.0% | — | 255 | +110 | New | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 107 | 12 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 93 | 10 | 0.0% | 0.0% | 257 | +8 | 9.41% | Q1 2026 | Apr 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 110 | 10 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 85 | 9 | 0.0% | — | 258 | +85 | New | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 74 | 8 | 0.0% | 0.0% | 259 | +29 | 64.44% | Q1 2026 | Apr 30, 2026 |
| PROFFITT & GOODSON INC | History | No change | 69 | 7 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 55 | 6 | 0.0% | 0.0% | 261 | +40 | 266.67% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 54 | 6 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| LRI Investments, LLC | History | Reduced | 53 | 5 | 0.0% | 0.02% | 263 | -2,321 | -97.77% | Q1 2026 | Apr 30, 2026 |
| Larson Financial Group LLC | History | New | 53 | 5 | 0.0% | — | 265 | +53 | New | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 49 | 5 | 0.0% | — | 264 | +49 | New | Q1 2026 | Apr 13, 2026 |
| Western Wealth Management, LLC | History | New | 47 | 5 | 0.0% | — | 266 | +47 | New | Q1 2026 | May 19, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 45 | 5 | 0.0% | — | 267 | +45 | New | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 44 | 4 | 0.0% | 0.0% | 268 | -28 | -38.89% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 41 | 4 | 0.0% | 0.0% | 269 | +4 | 10.81% | Q1 2026 | May 08, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 32 | 3 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 21 | 2 | 0.0% | 0.0% | 272 | +6 | 40.0% | Q1 2026 | May 15, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 18 | 2 | 0.0% | 0.0% | 274 | -4 | -18.18% | Q1 2026 | Apr 28, 2026 |
| BESSEMER GROUP INC | History | No change | 16 | 2 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 25 | 2 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advocate Investing Services LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 9 | 1 | 0.0% | 0.0% | 277 | -76 | -89.41% | Q1 2026 | May 14, 2026 |
| SWAN Capital LLC | History | New | 15 | 1 | 0.0% | — | 279 | +15 | New | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 16 | 1 | 0.0% | 0.0% | 278 | -11 | -40.74% | Q1 2026 | Apr 24, 2026 |
| Think Investments LP | History | Closed out | 0 | 0 | — | 2.99% | — | -289,300 | -100.0% | Q1 2026 | May 15, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Closed out | 0 | 0 | — | 0.86% | — | -143,604 | -100.0% | Q1 2026 | May 15, 2026 |
| Clearline Capital LP | History | Closed out | 0 | 0 | — | 0.61% | — | -132,911 | -100.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -102,038 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Capital Management LLC | History | Closed out | 0 | 0 | — | 0.8% | — | -90,411 | -100.0% | Q1 2026 | May 08, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -83,900 | -100.0% | Q1 2026 | May 15, 2026 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.31% | — | -69,044 | -100.0% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -61,789 | -100.0% | Q1 2026 | May 15, 2026 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -49,010 | -100.0% | Q1 2026 | May 11, 2026 |
| 1492 Capital Management LLC | History | Closed out | 0 | 0 | — | 1.48% | — | -41,696 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Heights Point Management, LP | History | Closed out | 0 | 0 | — | 2.75% | — | -34,770 | -100.0% | Q1 2026 | May 15, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.21% | — | -24,100 | -100.0% | Q1 2026 | May 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -22,373 | -100.0% | Q1 2026 | May 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Closed out | 0 | 0 | — | 0.02% | — | -18,560 | -100.0% | Q1 2026 | May 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,100 | -100.0% | Q1 2026 | May 14, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | Closed out | 0 | 0 | — | 0.07% | — | -7,757 | -100.0% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,406 | -100.0% | Q1 2026 | May 15, 2026 |
| Black Maple Capital Management LP | History | Closed out | 0 | 0 | — | 0.47% | — | -7,300 | -100.0% | Q1 2026 | May 15, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.1% | — | -7,047 | -100.0% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,236 | -100.0% | Q1 2026 | May 15, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,357 | -100.0% | Q1 2026 | May 06, 2026 |