SUN LIFE FINANCIAL INC - SLF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | History | Reduced | 44,118,268 | 2,760,039 | 0.48% | 0.5% | 1 | -5,191,365 | -10.53% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 25,884,084 | 1,615,788 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 15,974,651 | 1,000,779 | 0.03% | — | 3 | +15,974,651 | New | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 14,022,998 | 875,715 | 0.71% | 0.77% | 4 | -1,321,926 | -8.61% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 10,597,350 | 664,032 | 0.25% | 0.24% | 5 | -398,428 | -3.62% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 9,848,439 | 616,807 | 1.01% | 0.77% | 6 | +2,193,020 | 28.65% | Q1 2026 | May 14, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 9,063,878 | 567,036 | 0.52% | 0.49% | 7 | -1,144,360 | -11.21% | Q1 2026 | May 14, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 8,542,777 | 535,275 | 0.77% | 0.84% | 8 | -566,408 | -6.22% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 6,945,264 | 434,711 | 0.37% | 0.39% | 9 | -706,303 | -9.23% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 6,869,280 | 430,243 | 0.75% | 0.55% | 10 | +878,031 | 14.66% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 6,679,041 | 417,148 | 0.37% | 0.36% | 11 | +360,872 | 5.71% | Q1 2026 | May 14, 2026 |
| NORGES BANK | History | No change | 6,376,216 | 398,036 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 6,102,537 | 382,258 | 0.46% | 0.46% | 13 | -106,052 | -1.71% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 5,786,056 | 375,029 | 0.02% | 0.02% | 14 | +256,447 | 4.64% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 5,846,899 | 366,297 | 0.02% | 0.02% | 15 | +473,722 | 8.82% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 5,528,134 | 345,858 | 1.03% | 0.85% | 16 | +3,340,511 | 152.7% | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 5,482,153 | 341,019 | 1.23% | 1.33% | 17 | -91,878 | -1.65% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 4,910,508 | 307,633 | 0.08% | — | 18 | +4,910,508 | New | Q1 2026 | May 08, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 3,991,930 | 250,135 | 0.16% | 0.21% | 19 | -988,790 | -19.85% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 3,953,128 | 247,655 | 0.13% | — | 20 | +3,953,128 | New | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | Reduced | 3,829,736 | 239,161 | 0.06% | 0.05% | 21 | -66,576 | -1.71% | Q1 2026 | May 08, 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC | History | Added to | 3,264,408 | 203,857 | 3.29% | 3.28% | 22 | +56,185 | 1.75% | Q1 2026 | May 12, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 3,262,998 | 203,562 | 0.84% | 0.82% | 23 | -11,449 | -0.35% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 2,986,394 | 186,828 | 0.01% | 0.01% | 24 | -966,252 | -24.45% | Q1 2026 | May 15, 2026 |
| Beutel, Goodman & Co Ltd. | History | Reduced | 2,907,092 | 181,543 | 1.23% | 1.22% | 25 | -266,272 | -8.39% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,765,802 | 171,258 | 0.01% | 0.01% | 26 | +176,622 | 6.82% | Q1 2026 | May 13, 2026 |
| Fiera Capital Corp | History | Added to | 2,301,995 | 143,967 | 0.49% | 0.13% | 27 | +1,624,798 | 239.93% | Q1 2026 | May 12, 2026 |
| Cardinal Capital Management, Inc. | History | Added to | 2,231,424 | 139,356 | 3.76% | 2.07% | 28 | +1,157,110 | 107.71% | Q1 2026 | Apr 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 2,170,349 | 135,535 | 0.03% | 0.02% | 29 | -74,860 | -3.33% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,118,954 | 132,561 | 0.02% | 0.01% | 30 | +544,309 | 34.57% | Q1 2026 | May 15, 2026 |
| SIG North Trading, ULC | History | Reduced | 1,909,041 | 119,429 | 2.4% | 2.75% | 31 | -505,601 | -20.94% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Added to | 1,864,200 | 116,617 | 0.07% | 0.06% | 32 | +378,600 | 25.48% | Q1 2026 | May 07, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,746,871 | 109,089 | 0.02% | 0.02% | 33 | +51,797 | 3.06% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,701,928 | 106,461 | 0.02% | 0.02% | 34 | +63,325 | 3.86% | Q1 2026 | May 07, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,634,736 | 102,379 | 0.06% | 0.05% | 35 | +192,278 | 13.33% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 1,601,200 | 100,276 | 0.16% | 0.01% | 36 | +1,531,200 | 2187.43% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 1,485,780 | 93,038 | 0.21% | 0.45% | 37 | -1,262,498 | -45.94% | Q1 2026 | May 11, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 1,374,917 | 86,160 | 0.64% | — | 38 | +1,374,917 | New | Q1 2026 | May 13, 2026 |
| CIBC Asset Management Inc | History | Added to | 1,358,872 | 84,876 | 0.21% | 0.2% | 39 | +13,633 | 1.01% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Reduced | 1,188,494 | 74,352 | 0.01% | 0.01% | 40 | -194,833 | -14.08% | Q1 2026 | May 12, 2026 |
| Amundi | History | Reduced | 1,176,481 | 73,600 | 0.02% | 0.02% | 41 | -55,656 | -4.52% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,130,209 | 70,705 | 0.01% | 0.01% | 42 | -473,879 | -29.54% | Q1 2026 | May 15, 2026 |
| Value Partners Investments Inc. | History | Added to | 1,126,224 | 70,414 | 5.37% | 5.39% | 43 | +2,412 | 0.21% | Q1 2026 | Apr 21, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 1,115,506 | 69,884 | 0.06% | — | 44 | +1,115,506 | New | Q1 2026 | May 08, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,049,330 | 66,738 | 0.11% | 0.1% | 45 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,005,742 | 62,919 | 0.02% | 0.02% | 46 | -128,125 | -11.3% | Q1 2026 | May 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,001,312 | 62,723 | 0.07% | 0.03% | 47 | +693,115 | 224.89% | Q1 2026 | May 14, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 712,939 | 62,132 | 0.28% | 0.26% | 48 | +3,241 | 0.46% | Q1 2026 | May 07, 2026 |
| Alberta Investment Management Corp | History | Added to | 981,353 | 61,491 | 0.37% | 0.34% | 49 | +53,953 | 5.82% | Q1 2026 | Apr 28, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 957,032 | 59,765 | 0.1% | 0.04% | 50 | +590,033 | 160.77% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 914,083 | 57,185 | 0.0% | 0.0% | 51 | +59,622 | 6.98% | Q1 2026 | May 13, 2026 |
| BCV Asset Management Inc. | History | Added to | 879,984 | 54,929 | 1.89% | 1.93% | 52 | +12,214 | 1.41% | Q1 2026 | May 08, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | New | 852,474 | 53,235 | 0.28% | — | 53 | +852,474 | New | Q1 2026 | May 12, 2026 |
| MUFG SECURITIES (CANADA), LTD. | History | Reduced | 821,562 | 51,378 | 1.48% | 1.47% | 54 | -27,178 | -3.2% | Q1 2026 | May 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 740,277 | 46,360 | 0.03% | 0.03% | 55 | +200,273 | 37.09% | Q1 2026 | May 15, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Added to | 712,130 | 44,622 | 0.26% | 0.15% | 56 | +253,890 | 55.41% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 705,808 | 44,155 | 0.01% | 0.01% | 57 | +108,371 | 18.14% | Q1 2026 | May 05, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Added to | 662,058 | 41,418 | 0.81% | 0.8% | 58 | +5,932 | 0.9% | Q1 2026 | May 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 637,630 | 39,847 | 0.1% | 0.08% | 59 | +108,109 | 20.42% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 624,703 | 39,081 | 0.01% | 0.01% | 60 | +34,696 | 5.88% | Q1 2026 | May 05, 2026 |
| AVIVA PLC | History | Added to | 585,303 | 36,551 | 0.06% | 0.06% | 61 | +15,895 | 2.79% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 580,306 | 36,306 | 0.03% | 0.03% | 62 | -90,066 | -13.44% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 555,013 | 34,721 | 0.03% | 0.09% | 63 | -504,568 | -47.62% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 553,663 | 34,603 | 0.06% | 0.06% | 64 | +5,643 | 1.03% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 541,414 | 33,870 | 0.0% | 0.0% | 65 | +7,307 | 1.37% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 540,795 | 33,642 | 0.04% | 0.04% | 66 | -58,495 | -9.76% | Q1 2026 | May 08, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 520,747 | 32,630 | 0.1% | 0.09% | 67 | +105,323 | 25.35% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 523,733 | 32,440 | 0.01% | 0.03% | 68 | -274,118 | -34.36% | Q1 2026 | May 15, 2026 |
| QV Investors Inc. | History | Reduced | 516,510 | 32,255 | 2.61% | 4.08% | 69 | -282,005 | -35.32% | Q1 2026 | Apr 22, 2026 |
| GUARDIAN CAPITAL LP | History | Added to | 470,211 | 29,363 | 0.78% | 0.87% | 70 | +2,235 | 0.48% | Q1 2026 | May 15, 2026 |
| Korea Investment CORP | History | Reduced | 428,328 | 26,748 | 0.06% | 0.06% | 71 | -66,841 | -13.5% | Q1 2026 | May 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 420,144 | 26,234 | 0.03% | 0.02% | 72 | +90,870 | 27.6% | Q1 2026 | Apr 22, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | Reduced | 407,711 | 25,535 | 0.73% | 3.61% | 73 | -1,604,372 | -79.74% | Q1 2026 | May 08, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 403,750 | 25,258 | 0.2% | 0.19% | 74 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 397,732 | 24,818 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | History | Added to | 394,400 | 24,703 | 2.97% | 2.08% | 76 | +27,500 | 7.5% | Q1 2026 | May 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 388,494 | 24,338 | 0.01% | 0.01% | 77 | +91,129 | 30.65% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 389,014 | 24,293 | 0.01% | 0.01% | 78 | -3,077 | -0.78% | Q1 2026 | Apr 30, 2026 |
| Purpose Unlimited Inc. | History | Added to | 383,668 | 24,008 | 0.99% | 0.6% | 79 | +172,507 | 81.69% | Q1 2026 | May 15, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 374,296 | 23,474 | 0.54% | 0.62% | 80 | -68,537 | -15.48% | Q1 2026 | May 13, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | Added to | 353,727 | 22,129 | 1.9% | 1.68% | 81 | +43,464 | 14.01% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 231,097 | 19,990 | 0.01% | 0.02% | 82 | -499,193 | -68.36% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 319,778 | 19,969 | 0.07% | 0.07% | 83 | -3,158 | -0.98% | Q1 2026 | May 15, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 317,537 | 19,829 | 0.13% | — | 84 | +317,537 | New | Q1 2026 | May 15, 2026 |
| FORSTA AP-FONDEN | History | No change | 296,300 | 18,520 | 0.11% | 0.11% | 85 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | History | Added to | 286,362 | 17,882 | 0.27% | 0.17% | 86 | +101,380 | 54.81% | Q1 2026 | Apr 10, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 280,090 | 17,550 | 0.0% | 0.0% | 87 | +50,223 | 21.85% | Q1 2026 | May 13, 2026 |
| PERISCOPE CAPITAL INC. | History | Reduced | 278,700 | 17,456 | 1.94% | 5.0% | 88 | -421,300 | -60.19% | Q1 2026 | May 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 274,246 | 17,180 | 0.05% | — | 89 | +274,246 | New | Q1 2026 | May 08, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 265,057 | 16,540 | 0.01% | 0.02% | 90 | -140,492 | -34.64% | Q1 2026 | May 14, 2026 |
| Munich Reinsurance Co Stock Corp in Munich | History | Added to | 259,903 | 16,230 | 0.4% | 0.05% | 91 | +224,649 | 637.23% | Q1 2026 | Apr 30, 2026 |
| APG Asset Management N.V. | History | No change | 299,208 | 16,216 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Man Group plc | History | Reduced | 253,454 | 15,835 | 0.03% | 0.03% | 93 | -63,086 | -19.93% | Q1 2026 | May 15, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 250,808 | 15,690 | 0.55% | 0.49% | 94 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Bridgewater Associates, LP | History | Reduced | 250,635 | 15,651 | 0.07% | 0.07% | 95 | -55,928 | -18.24% | Q1 2026 | May 15, 2026 |
| Kepler Cheuvreux (Suisse) SA | History | No change | 170,360 | 14,844 | 0.99% | 0.82% | 96 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Mn Services Vermogensbeheer B.V. | History | No change | 219,593 | 13,713 | 0.09% | 0.08% | 97 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MONTRUSCO BOLTON INVESTMENTS INC. | History | Reduced | 200,841 | 12,542 | 0.19% | 0.16% | 98 | -2,628 | -1.29% | Q1 2026 | Apr 28, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 190,289 | 11,904 | 0.18% | 0.18% | 99 | -6,332 | -3.22% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 189,760 | 11,871 | 0.02% | 0.02% | 100 | +44,355 | 30.5% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Added to | 188,200 | 11,752 | 0.14% | 0.07% | 101 | +73,000 | 63.37% | Q1 2026 | May 15, 2026 |
| Sienna Gestion | History | No change | 186,385 | 11,641 | 0.76% | 0.69% | 102 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 174,700 | 10,909 | 0.02% | 0.03% | 103 | -22,300 | -11.32% | Q1 2026 | May 15, 2026 |
| Zurich Insurance Group Ltd/FI | History | New | 166,326 | 10,384 | 0.08% | — | 104 | +166,326 | New | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 162,480 | 10,146 | 0.01% | 0.02% | 105 | -161,637 | -49.87% | Q1 2026 | May 11, 2026 |
| Addenda Capital Inc. | History | Reduced | 112,410 | 9,796 | 0.28% | 0.28% | 106 | -820 | -0.72% | Q1 2026 | Apr 15, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | No change | 155,259 | 9,713 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Lorne Steinberg Wealth Management Inc. | History | Added to | 153,750 | 9,629 | 2.28% | 1.83% | 108 | +26,582 | 20.9% | Q1 2026 | May 07, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 150,631 | 9,406 | 0.02% | 0.02% | 109 | +4,898 | 3.36% | Q1 2026 | May 15, 2026 |
| Guardian Partners Inc. | History | Reduced | 145,822 | 9,162 | 0.76% | 0.78% | 110 | -2,327 | -1.57% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 146,173 | 9,144 | 0.01% | 0.0% | 111 | +140,494 | 2473.92% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 145,886 | 9,110 | 0.0% | 0.01% | 112 | -112,772 | -43.6% | Q1 2026 | May 11, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 141,691 | 8,861 | 0.31% | — | 113 | +141,691 | New | Q1 2026 | May 14, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Added to | 135,725 | 8,475 | 0.04% | 0.04% | 114 | +1,125 | 0.84% | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 133,635 | 8,360 | 0.0% | 0.0% | 115 | +16,055 | 13.65% | Q1 2026 | May 15, 2026 |
| PensionDanmark Pensionsforsikringsaktieselskab | History | Reduced | 131,299 | 8,199 | 0.08% | 0.08% | 116 | -7,815 | -5.62% | Q1 2026 | Jul 08, 2026 |
| ODDO BHF ASSET MANAGEMENT SAS | History | Added to | 87,316 | 7,609 | 0.3% | 0.27% | 117 | +3,600 | 4.3% | Q1 2026 | May 18, 2026 |
| Aviso Financial Inc. | History | Reduced | 115,804 | 7,247 | 0.26% | 0.29% | 118 | -5,690 | -4.68% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 113,654 | 7,112 | 0.0% | 0.0% | 119 | +16,376 | 16.83% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 112,413 | 7,032 | 0.0% | 0.0% | 120 | -218,917 | -66.07% | Q1 2026 | May 14, 2026 |
| AustralianSuper Pty Ltd | History | Added to | 110,028 | 6,894 | 0.04% | 0.03% | 121 | +3,467 | 3.25% | Q1 2026 | May 07, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 107,198 | 6,712 | 0.03% | 0.05% | 122 | -64,829 | -37.69% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 105,613 | 6,607 | 0.0% | 0.0% | 123 | +21,987 | 26.29% | Q1 2026 | May 12, 2026 |
| Generali Asset Management SPA SGR | History | Added to | 68,473 | 5,967 | 0.12% | 0.08% | 124 | +24,096 | 54.3% | Q1 2026 | May 05, 2026 |
| SEB Asset Management AB | History | New | 90,356 | 5,642 | 0.02% | — | 125 | +90,356 | New | Q1 2026 | May 07, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 83,904 | 5,243 | 0.0% | 0.0% | 126 | +20,993 | 33.37% | Q1 2026 | May 18, 2026 |
| Harvest Portfolios Group Inc. | History | Added to | 83,544 | 5,233 | 0.09% | 0.08% | 127 | +14,332 | 20.71% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 79,584 | 4,978 | 0.01% | 0.01% | 128 | -1,571 | -1.94% | Q1 2026 | May 13, 2026 |
| Investment Management Corp of Ontario | History | Added to | 78,890 | 4,935 | 0.06% | 0.06% | 129 | +10,600 | 15.52% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 75,616 | 4,730 | 0.01% | 0.0% | 130 | +55,802 | 281.63% | Q1 2026 | May 14, 2026 |
| USS Investment Management Ltd | History | Added to | 74,441 | 4,668 | 0.02% | 0.02% | 131 | +414 | 0.56% | Q1 2026 | Apr 24, 2026 |
| MOTCO | History | Added to | 72,843 | 4,557 | 0.42% | 0.41% | 132 | +77 | 0.11% | Q1 2026 | Apr 22, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 72,316 | 4,516 | 0.04% | 0.04% | 133 | -3,437 | -4.54% | Q1 2026 | Apr 29, 2026 |
| LPL Financial LLC | History | Added to | 71,509 | 4,473 | 0.0% | 0.0% | 134 | +395 | 0.56% | Q1 2026 | May 06, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 71,438 | 4,457 | 0.3% | 0.3% | 135 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 70,707 | 4,423 | 0.0% | 0.0% | 136 | -10,838 | -13.29% | Q1 2026 | May 14, 2026 |
| BURNEY CO/ | History | Reduced | 63,651 | 3,981 | 0.12% | 0.17% | 137 | -21,659 | -25.39% | Q1 2026 | Apr 29, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 62,611 | 3,923 | 0.08% | 0.08% | 138 | +3,135 | 5.27% | Q1 2026 | May 04, 2026 |
| Utah Retirement Systems | History | Reduced | 61,092 | 3,815 | 0.04% | 0.04% | 139 | -2,151 | -3.4% | Q1 2026 | May 15, 2026 |
| Avanza Fonder AB | History | No change | 42,869 | 3,736 | 0.1% | 0.09% | 140 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 58,380 | 3,593 | 0.48% | 0.49% | 141 | +372 | 0.64% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 56,013 | 3,504 | 0.0% | 0.0% | 142 | +34,437 | 159.61% | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 54,762 | 3,421 | 0.01% | — | 143 | +54,762 | New | Q1 2026 | May 01, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 54,184 | 3,381 | 0.0% | 0.0% | 144 | -766 | -1.39% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 53,864 | 3,369 | 0.0% | 0.0% | 145 | +395 | 0.74% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 53,211 | 3,329 | 0.0% | 0.0% | 147 | +7,670 | 16.84% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 53,225 | 3,329 | 0.0% | 0.0% | 146 | +283 | 0.53% | Q1 2026 | Apr 27, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 50,660 | 3,163 | 0.03% | 0.02% | 148 | +6,452 | 14.59% | Q1 2026 | May 08, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 50,152 | 3,141 | 0.09% | 0.01% | 149 | +46,675 | 1342.39% | Q1 2026 | May 04, 2026 |
| BESSEMER GROUP INC | History | Added to | 49,755 | 3,106 | 0.0% | 0.0% | 150 | +463 | 0.94% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 48,962 | 3,063 | 0.0% | 0.0% | 151 | -273,070 | -84.8% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 47,121 | 2,946 | 0.0% | 0.0% | 152 | +2,534 | 5.68% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Added to | 46,499 | 2,905 | 0.02% | 0.01% | 153 | +35,039 | 305.75% | Q1 2026 | May 14, 2026 |
| Gold Investment Management Ltd. | History | Added to | 45,579 | 2,852 | 0.88% | 0.89% | 154 | +980 | 2.2% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 43,188 | 2,700 | 0.0% | 0.0% | 155 | +746 | 1.76% | Q1 2026 | Jul 08, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 42,976 | 2,688 | 2.19% | 2.13% | 156 | +156 | 0.36% | Q1 2026 | May 13, 2026 |
| Gulf International Bank (UK) Ltd | History | Added to | 42,675 | 2,673 | 0.06% | 0.06% | 157 | +14,262 | 50.2% | Q1 2026 | May 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 42,518 | 2,654 | 0.01% | 0.01% | 158 | -813 | -1.88% | Q1 2026 | May 14, 2026 |
| V-Square Quantitative Management LLC | History | No change | 25,422 | 2,215 | 0.23% | 0.23% | 159 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Added to | 34,858 | 2,180 | 0.0% | 0.0% | 160 | +8,567 | 32.59% | Q1 2026 | May 15, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 33,731 | 2,108 | 0.13% | 0.14% | 161 | +490 | 1.47% | Q1 2026 | Apr 20, 2026 |
| Osmosis Investment Management UK Ltd | History | Reduced | 33,552 | 2,094 | 0.06% | 0.08% | 162 | -16,417 | -32.85% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 23,690 | 1,969 | 0.0% | 0.0% | 163 | +8,994 | 61.2% | Q1 2026 | Jul 17, 2026 |
| MidFirst Bank | History | Added to | 30,622 | 1,915 | 0.16% | 0.15% | 164 | +133 | 0.44% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 30,229 | 1,891 | 0.02% | 0.02% | 165 | -1,580 | -4.97% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 29,673 | 1,856 | 0.04% | 0.04% | 166 | -425 | -1.41% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 28,782 | 1,800 | 0.01% | 0.01% | 167 | -950 | -3.2% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 28,250 | 1,767 | 0.01% | 0.03% | 168 | -71,471 | -71.67% | Q1 2026 | May 13, 2026 |
| Metis Global Partners, LLC | History | Reduced | 28,234 | 1,762 | 0.04% | 0.05% | 169 | -2,694 | -8.71% | Q1 2026 | May 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 28,040 | 1,754 | 0.03% | 0.03% | 170 | +223 | 0.8% | Q1 2026 | Apr 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 27,805 | 1,742 | 0.0% | 0.0% | 171 | +19,248 | 224.94% | Q1 2026 | May 15, 2026 |
| Erste Asset Management GmbH | History | Reduced | 27,200 | 1,681 | 0.02% | 0.01% | 172 | -600 | -2.16% | Q1 2026 | May 11, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 25,602 | 1,601 | 0.45% | 0.44% | 173 | +1,085 | 4.43% | Q1 2026 | Apr 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 24,935 | 1,559 | 0.0% | 0.0% | 174 | -197 | -0.78% | Q1 2026 | May 07, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 24,773 | 1,547 | 0.08% | 0.12% | 175 | -1,816 | -6.83% | Q1 2026 | Apr 17, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 24,766 | 1,546 | 0.0% | 0.0% | 176 | +392 | 1.61% | Q1 2026 | Apr 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 24,280 | 1,518 | 0.05% | 0.05% | 177 | -3,561 | -12.79% | Q1 2026 | May 13, 2026 |
| Old Port Advisors | History | Added to | 24,190 | 1,513 | 0.35% | 0.32% | 178 | +3,396 | 16.33% | Q1 2026 | Apr 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 23,717 | 1,483 | 0.0% | 0.0% | 179 | -150 | -0.63% | Q1 2026 | May 05, 2026 |
| Advisory Resource Group | History | Reduced | 22,834 | 1,428 | 0.25% | 0.25% | 180 | -281 | -1.22% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 22,141 | 1,385 | 0.02% | 0.02% | 181 | +2,976 | 15.53% | Q1 2026 | May 04, 2026 |
| ASR Vermogensbeheer N.V. | History | Reduced | 22,084 | 1,379 | 0.02% | 0.02% | 182 | -700 | -3.07% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 21,941 | 1,373 | 0.0% | 0.0% | 183 | -2,514 | -10.28% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 21,871 | 1,368 | 0.01% | 0.01% | 184 | +1,670 | 8.27% | Q1 2026 | May 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 21,800 | 1,361 | 0.0% | 0.0% | 185 | -4,900 | -18.35% | Q1 2026 | May 13, 2026 |
| Empowered Funds, LLC | History | New | 21,397 | 1,338 | 0.01% | — | 186 | +21,397 | New | Q1 2026 | Jun 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,096 | 1,319 | 0.0% | 0.01% | 187 | +997 | 4.96% | Q1 2026 | Apr 30, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 21,011 | 1,314 | 0.01% | 0.0% | 188 | +1,297 | 6.58% | Q1 2026 | May 14, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 18,308 | 1,282 | 0.03% | 0.03% | 189 | +54 | 0.3% | Q1 2026 | May 11, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 20,248 | 1,264 | 0.0% | 0.0% | 190 | +6,646 | 48.86% | Q1 2026 | May 15, 2026 |
| Mason & Associates Inc | History | No change | 20,068 | 1,242 | 0.24% | 0.24% | 191 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Numerai GP LLC | History | Reduced | 18,805 | 1,176 | 0.12% | 0.31% | 192 | -22,286 | -54.24% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 18,428 | 1,152 | 0.01% | 0.01% | 193 | -10 | -0.05% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 18,281 | 1,143 | 0.0% | 0.0% | 194 | -1,649 | -8.27% | Q1 2026 | May 04, 2026 |
| Westerkirk Capital Inc. | History | Added to | 17,460 | 1,092 | 0.12% | 0.1% | 195 | +800 | 4.8% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 17,401 | 1,088 | 0.0% | 0.0% | 196 | +7,244 | 71.32% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 16,963 | 1,058 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 16,661 | 1,042 | 0.03% | 0.03% | 198 | -2,120 | -11.29% | Q1 2026 | May 12, 2026 |
| Hilltop National Bank | History | Reduced | 16,577 | 1,037 | 0.25% | 0.31% | 199 | -3,662 | -18.09% | Q1 2026 | Apr 02, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 16,333 | 1,021 | 0.06% | 0.06% | 200 | -23 | -0.14% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 16,358 | 1,017 | 0.0% | 0.0% | 201 | -7,221 | -30.62% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 16,515 | 1,013 | 0.0% | 0.0% | 202 | +3,321 | 25.17% | Q1 2026 | May 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 16,099 | 1,007 | 0.05% | 0.06% | 203 | +917 | 6.04% | Q1 2026 | Apr 16, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 15,811 | 987 | 0.01% | 0.01% | 204 | +4,061 | 34.56% | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,711 | 983 | 0.0% | 0.0% | 205 | -9,701 | -38.17% | Q1 2026 | Apr 30, 2026 |
| UniSuper Management Pty Ltd | History | No change | 11,200 | 976 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Added to | 15,194 | 950 | 0.0% | 0.0% | 207 | +3,740 | 32.65% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Added to | 14,996 | 938 | 0.0% | 0.0% | 208 | +8,081 | 116.86% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Added to | 14,192 | 887 | 0.0% | 0.0% | 209 | +549 | 4.02% | Q1 2026 | May 14, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 14,080 | 880 | 0.0% | 0.0% | 210 | +142 | 1.02% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 13,939 | 872 | 0.0% | 0.0% | 211 | +405 | 2.99% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 13,691 | 856 | 0.0% | 0.0% | 212 | +346 | 2.59% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | Reduced | 13,224 | 827 | 0.01% | 0.02% | 213 | -56 | -0.42% | Q1 2026 | May 12, 2026 |
| SYON CAPITAL LLC | History | Reduced | 13,067 | 817 | 0.04% | 0.04% | 214 | -138 | -1.05% | Q1 2026 | May 13, 2026 |
| Rathbones Group PLC | History | Added to | 12,950 | 808 | 0.0% | 0.0% | 215 | +235 | 1.85% | Q1 2026 | May 12, 2026 |
| JCP Investment Management, LLC | History | New | 12,762 | 798 | 0.53% | — | 216 | +12,762 | New | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 12,619 | 789 | 0.0% | 0.0% | 217 | +2,051 | 19.41% | Q1 2026 | May 15, 2026 |
| Quilter Plc | History | Reduced | 8,841 | 770 | 0.01% | 0.01% | 218 | -115 | -1.28% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 11,987 | 749 | 0.01% | 0.01% | 219 | +586 | 5.14% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Added to | 11,662 | 746 | 0.0% | 0.0% | 220 | +3,786 | 48.07% | Q1 2026 | May 14, 2026 |
| Capital World Investors | History | No change | 11,600 | 726 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Reduced | 11,592 | 725 | 0.0% | 0.0% | 222 | -63 | -0.54% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 21,973 | 710 | 0.0% | 0.0% | 223 | +9,057 | 70.12% | Q1 2026 | Apr 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 11,179 | 699 | 0.0% | 0.0% | 224 | +142 | 1.29% | Q1 2026 | May 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 10,801 | 687 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Plato Investment Management Ltd | History | New | 10,716 | 669 | 0.04% | — | 226 | +10,716 | New | Q1 2026 | May 04, 2026 |
| Lombard Odier Asset Management (Switzerland) SA | History | Reduced | 10,659 | 667 | 0.03% | 0.08% | 227 | -19,677 | -64.86% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 10,586 | 662 | 0.0% | 0.0% | 228 | +4,641 | 78.07% | Q1 2026 | May 15, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 10,505 | 657 | 0.17% | 0.17% | 229 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Brevan Howard Capital Management LP | History | New | 10,476 | 655 | 0.01% | — | 230 | +10,476 | New | Q1 2026 | May 15, 2026 |
| Claret Asset Management Corp | History | Added to | 10,175 | 637 | 0.08% | 0.06% | 231 | +1,368 | 15.53% | Q1 2026 | May 11, 2026 |
| One Capital Management, LLC | History | Added to | 10,192 | 636 | 0.02% | 0.02% | 232 | +25 | 0.25% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 8,996 | 634 | 0.01% | — | 233 | +8,996 | New | Q1 2026 | May 01, 2026 |
| CIGNA INVESTMENTS INC /NEW | History | No change | 10,015 | 625 | 0.1% | 0.09% | 234 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Candriam S.C.A. | History | Added to | 9,794 | 611 | 0.0% | 0.0% | 235 | +177 | 1.84% | Q1 2026 | Apr 30, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 9,664 | 604 | 0.01% | 0.01% | 236 | +4,880 | 102.01% | Q1 2026 | Apr 20, 2026 |
| WOODSTOCK CORP | History | No change | 9,647 | 603 | 0.05% | 0.05% | 237 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PDT Partners, LLC | History | No change | 9,648 | 603 | 0.04% | 0.04% | 238 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Plan A Wealth LLC | History | Added to | 9,626 | 602 | 0.29% | 0.28% | 239 | +547 | 6.02% | Q1 2026 | May 15, 2026 |
| Investment Research Partners LLC | History | Added to | 9,487 | 593 | 0.24% | 0.24% | 240 | +680 | 7.72% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 9,095 | 568 | 0.0% | 0.0% | 241 | -51 | -0.56% | Q1 2026 | May 01, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 8,982 | 561 | 0.13% | 0.17% | 242 | -3,298 | -26.86% | Q1 2026 | Apr 23, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 8,900 | 554 | 0.0% | 0.0% | 243 | -12,535 | -58.48% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Added to | 8,557 | 535 | 0.0% | 0.0% | 244 | +2,683 | 45.68% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 8,525 | 533 | 0.0% | 0.0% | 245 | +4,661 | 120.63% | Q1 2026 | May 15, 2026 |
| LGT Group Foundation | History | No change | 8,493 | 532 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| 111 Capital | History | New | 8,408 | 526 | 0.13% | — | 247 | +8,408 | New | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 8,270 | 517 | 0.01% | 0.01% | 248 | -49 | -0.59% | Q1 2026 | May 08, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Added to | 8,163 | 511 | 0.11% | 0.11% | 249 | +19 | 0.23% | Q1 2026 | Apr 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 8,142 | 509 | 0.0% | 0.0% | 250 | -2,121 | -20.67% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,942 | 496 | 0.0% | 0.0% | 251 | +1,984 | 33.3% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 7,861 | 491 | 0.0% | 0.0% | 252 | +1,731 | 28.24% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 7,864 | 491 | 0.01% | 0.01% | 253 | +143 | 1.85% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 7,800 | 487 | 0.01% | 0.01% | 255 | +1,980 | 34.02% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,806 | 487 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 7,600 | 475 | 0.0% | 0.0% | 256 | +1,100 | 16.92% | Q1 2026 | May 15, 2026 |
| Fideuram Asset Management (Ireland) dac | History | New | 5,282 | 461 | 0.06% | — | 257 | +5,282 | New | Q1 2026 | May 11, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 7,298 | 456 | 0.0% | — | 258 | +7,298 | New | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Reduced | 7,284 | 455 | 0.02% | 0.02% | 259 | -265 | -3.51% | Q1 2026 | Apr 27, 2026 |
| Tacita Capital Inc | History | Added to | 7,263 | 453 | 0.27% | 0.26% | 260 | +91 | 1.27% | Q1 2026 | May 07, 2026 |
| Waverly Advisors, LLC | History | New | 7,131 | 446 | 0.0% | — | 261 | +7,131 | New | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Reduced | 7,097 | 443 | 0.0% | 0.0% | 262 | -1,298 | -15.46% | Q1 2026 | May 14, 2026 |
| Ethic Inc. | History | Added to | 6,898 | 431 | 0.01% | 0.0% | 263 | +2,077 | 43.08% | Q1 2026 | Apr 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 6,899 | 431 | 0.01% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Caprock Group, LLC | History | Added to | 6,821 | 426 | 0.01% | 0.01% | 265 | +2,765 | 68.17% | Q1 2026 | May 11, 2026 |
| denkapparat Operations GmbH | History | No change | 6,700 | 419 | 0.17% | 0.23% | 266 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cumberland Partners Ltd | History | Added to | 6,678 | 417 | 0.03% | 0.02% | 268 | +209 | 3.23% | Q1 2026 | May 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 6,667 | 417 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | Added to | 7,146 | 414 | 0.0% | 0.0% | 269 | +3,297 | 85.66% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 6,604 | 413 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| West Family Investments, Inc. | History | Reduced | 6,455 | 403 | 0.14% | 0.1% | 271 | -87 | -1.33% | Q1 2026 | May 07, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 6,441 | 402 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DAVIDSON TRUST CO | History | No change | 6,383 | 399 | 0.17% | 0.17% | 273 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PDS Planning, Inc | History | Reduced | 6,340 | 396 | 0.03% | 0.03% | 274 | -93 | -1.45% | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Reduced | 6,126 | 383 | 0.0% | 0.0% | 275 | -1,007 | -14.12% | Q1 2026 | May 14, 2026 |
| Summerhill Capital Management lnc. | History | New | 6,081 | 380 | 0.33% | — | 277 | +6,081 | New | Q1 2026 | Apr 22, 2026 |
| Baird Financial Group, Inc. | History | Added to | 6,084 | 380 | 0.0% | 0.0% | 276 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 6,009 | 375 | 0.14% | 0.14% | 278 | -22 | -0.36% | Q1 2026 | May 18, 2026 |
| Argent Trust Co | History | No change | 5,940 | 371 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FreeGulliver LLC | History | No change | 5,924 | 370 | 0.16% | 0.14% | 280 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 5,901 | 368 | 0.1% | 0.1% | 281 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 5,788 | 362 | 0.0% | 0.0% | 282 | +196 | 3.51% | Q1 2026 | May 13, 2026 |
| K.J. Harrison & Partners Inc | History | Added to | 5,745 | 359 | 0.06% | 0.05% | 284 | +63 | 1.11% | Q1 2026 | Apr 28, 2026 |
| ST GERMAIN D J CO INC | History | No change | 5,747 | 359 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 5,728 | 358 | 0.01% | 0.01% | 285 | +343 | 6.37% | Q1 2026 | May 14, 2026 |
| Vontobel Holding Ltd. | History | Added to | 5,718 | 358 | 0.0% | 0.0% | 286 | +93 | 1.65% | Q1 2026 | May 08, 2026 |
| Corient IA LLC | History | No change | 5,710 | 357 | 0.34% | 0.33% | 287 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,700 | 356 | 0.0% | 0.0% | 288 | +2,132 | 59.75% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 5,670 | 354 | 0.01% | 0.01% | 289 | +19 | 0.34% | Q1 2026 | Apr 21, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 5,627 | 351 | 0.07% | 0.07% | 290 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,509 | 344 | 0.01% | 0.0% | 292 | +2,128 | 62.94% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 5,506 | 344 | 0.0% | 0.0% | 291 | +23 | 0.42% | Q1 2026 | Apr 21, 2026 |
| Venturi Wealth Management, LLC | History | New | 5,442 | 340 | 0.02% | — | 293 | +5,442 | New | Q1 2026 | Apr 21, 2026 |
| Smithfield Trust Co | History | No change | 5,394 | 337 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | No change | 5,301 | 331 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 5,226 | 326 | 0.0% | 0.0% | 296 | +198 | 3.94% | Q1 2026 | May 12, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Added to | 5,105 | 319 | 0.06% | 0.06% | 297 | +150 | 3.03% | Q1 2026 | Apr 22, 2026 |
| STONEBRIDGE CAPITAL MANAGEMENT INC | History | New | 5,000 | 312 | 0.14% | — | 299 | +5,000 | New | Q1 2026 | Apr 13, 2026 |
| CVA Family Office, LLC | History | No change | 5,000 | 312 | 0.03% | 0.04% | 298 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 4,985 | 311 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q1 2026 | May 07, 2026 |