Sanofi - SNY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DODGE & COX | History | Reduced | 29,504,632 | 1,421,533 | 0.78% | 1.48% | 1 | -26,987,967 | -47.77% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 12,511,867 | 602,821 | 0.04% | 0.03% | 2 | +3,409,671 | 37.46% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 11,442,163 | 551,283 | 0.19% | 0.2% | 3 | -698,452 | -5.75% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,484,350 | 456,955 | 0.03% | 0.03% | 4 | +940,342 | 11.01% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 7,165,193 | 345,219 | 0.08% | 0.06% | 5 | +2,065,096 | 40.49% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Added to | 6,621,539 | 319,025 | 0.05% | 0.05% | 6 | +510,665 | 8.36% | Q1 2026 | May 12, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 5,887,466 | 283,658 | 0.93% | 1.12% | 7 | -1,080,947 | -15.51% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,716,231 | 267,062 | 0.02% | 0.01% | 8 | +2,589,773 | 82.83% | Q1 2026 | May 13, 2026 |
| Mondrian Investment Partners LTD | History | Added to | 5,040,065 | 242,830 | 3.63% | 3.59% | 9 | +544,717 | 12.12% | Q1 2026 | Apr 29, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 4,754,359 | 229,065 | 0.37% | 0.29% | 10 | +1,112,052 | 30.53% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 4,010,161 | 193,209 | 0.01% | 0.01% | 11 | +609,969 | 17.94% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,861,894 | 186,066 | 0.05% | 0.05% | 12 | +673,287 | 21.12% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,812,745 | 183,681 | 0.06% | 0.05% | 13 | +520,199 | 15.8% | Q1 2026 | May 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 3,723,100 | 179,380 | 1.27% | 1.07% | 14 | +809,844 | 27.8% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 3,708,554 | 178,678 | 0.07% | 0.0% | 15 | +3,499,400 | 1673.12% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Reduced | 3,599,284 | 173,401 | 0.18% | 0.18% | 16 | -35,241 | -0.97% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,415,115 | 164,540 | 0.03% | 0.02% | 17 | +673,372 | 24.56% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Reduced | 3,183,600 | 153,385 | 0.0% | 0.0% | 18 | -2,162,018 | -40.44% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,155,080 | 152,011 | 0.03% | 0.02% | 19 | +470,882 | 17.54% | Q1 2026 | May 15, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 2,663,054 | 128,305 | 2.51% | 2.57% | 20 | +38,842 | 1.48% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,582,456 | 124,422 | 0.01% | 0.01% | 21 | +604,853 | 30.59% | Q1 2026 | May 15, 2026 |
| Regal Partners Ltd | History | Added to | 2,545,432 | 122,638 | 6.67% | 5.34% | 22 | +633,782 | 33.15% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 2,356,559 | 113,539 | 0.03% | 0.02% | 23 | +221,603 | 10.38% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,331,969 | 112,354 | 0.01% | 0.01% | 24 | -173,416 | -6.92% | Q1 2026 | May 15, 2026 |
| Alyeska Investment Group, L.P. | History | New | 2,306,229 | 111,114 | 0.31% | — | 25 | +2,306,229 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,277,939 | 109,751 | 0.01% | 0.01% | 26 | +52,260 | 2.35% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 2,223,301 | 107,118 | 0.25% | 0.13% | 27 | +1,199,675 | 117.2% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 2,206,237 | 106,296 | 0.03% | 0.02% | 28 | +394,119 | 21.75% | Q1 2026 | May 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,148,014 | 103,491 | 0.05% | 0.05% | 29 | +9,860 | 0.46% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 2,094,962 | 100,165 | 0.54% | 0.53% | 30 | +52,621 | 2.58% | Q1 2026 | Apr 15, 2026 |
| Nuveen, LLC | History | Added to | 1,911,226 | 92,082 | 0.02% | 0.02% | 31 | +370,227 | 24.03% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,884,770 | 90,808 | 0.01% | 0.01% | 32 | +174,534 | 10.21% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,830,115 | 88,138 | 0.06% | 0.04% | 33 | +199,920 | 12.26% | Q1 2026 | May 15, 2026 |
| Capital Research Global Investors | History | Added to | 1,661,837 | 80,067 | 0.01% | 0.01% | 34 | +11,819 | 0.72% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 1,613,375 | 77,733 | 0.01% | 0.02% | 35 | -1,260,284 | -43.86% | Q1 2026 | May 15, 2026 |
| NICHOLAS COMPANY, INC. | History | Reduced | 1,498,990 | 72,221 | 1.42% | 1.27% | 36 | -1,265 | -0.08% | Q1 2026 | May 04, 2026 |
| Vestal Point Capital, LP | History | New | 1,400,000 | 67,452 | 1.89% | — | 37 | +1,400,000 | New | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 1,297,714 | 62,524 | 0.05% | 0.05% | 38 | +52,717 | 4.23% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Added to | 1,213,029 | 58,443 | 0.02% | 0.02% | 39 | +222,879 | 22.51% | Q1 2026 | Jun 02, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 1,200,571 | 58,179 | 0.39% | 0.39% | 40 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 1,194,305 | 57,541 | 0.81% | 0.0% | 41 | +1,194,141 | 728134.76% | Q1 2026 | Apr 30, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 1,064,516 | 51,288 | 0.63% | 0.71% | 42 | +558 | 0.05% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,028,639 | 49,562 | 0.01% | 0.01% | 43 | +104,843 | 11.35% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 983,846 | 47,401 | 0.01% | 0.01% | 44 | -238,157 | -19.49% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 866,773 | 41,761 | 0.06% | 0.22% | 45 | -2,368,138 | -73.21% | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 833,780 | 40,171 | 0.05% | — | 46 | +833,780 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 812,970 | 38,032 | 0.02% | 0.0% | 47 | +775,177 | 2051.11% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 783,348 | 37,741 | 0.03% | 0.03% | 48 | +149,468 | 23.58% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 775,423 | 37,359 | 0.02% | 0.0% | 49 | +764,068 | 6728.91% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 767,835 | 36,994 | 0.03% | 0.03% | 50 | +17,880 | 2.38% | Q1 2026 | May 13, 2026 |
| Newport Trust Company, LLC | History | Reduced | 737,978 | 35,555 | 0.09% | 0.09% | 51 | -34,221 | -4.43% | Q1 2026 | May 14, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 683,482 | 32,930 | 0.64% | 0.65% | 52 | -5,745 | -0.83% | Q1 2026 | May 12, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Added to | 678,376 | 32,684 | 3.92% | 3.72% | 53 | +42,235 | 6.64% | Q1 2026 | May 07, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 678,092 | 31,680 | 0.03% | 0.03% | 54 | +54,081 | 8.67% | Q1 2026 | Apr 22, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 642,277 | 30,940 | 0.01% | 0.02% | 55 | -70,334 | -9.87% | Q1 2026 | May 18, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 629,184 | 30,314 | 0.04% | 0.03% | 56 | +90,153 | 16.73% | Q1 2026 | Apr 27, 2026 |
| BROWN ADVISORY INC | History | Added to | 622,613 | 29,997 | 0.05% | 0.04% | 57 | +81,492 | 15.06% | Q1 2026 | May 15, 2026 |
| Willis Investment Counsel | History | No change | 604,000 | 29,100 | 1.59% | 1.51% | 58 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cullen Capital Management, LLC | History | Added to | 593,301 | 28,585 | 0.29% | 0.19% | 59 | +232,524 | 64.45% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 588,729 | 28,365 | 0.03% | 0.03% | 60 | -27,582 | -4.48% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 562,921 | 27,121 | 0.05% | 0.05% | 61 | +39,753 | 7.6% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 534,492 | 25,751 | 0.41% | — | 62 | +534,492 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 527,185 | 25,399 | 0.03% | 0.03% | 63 | -13,197 | -2.44% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Added to | 509,464 | 24,545 | 0.05% | 0.04% | 64 | +65,796 | 14.83% | Q1 2026 | May 06, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 496,394 | 23,916 | 0.7% | 0.7% | 65 | -6,862 | -1.36% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 467,759 | 22,536 | 0.0% | 0.0% | 66 | +33,789 | 7.79% | Q1 2026 | May 05, 2026 |
| Aberdeen Group plc | History | Reduced | 457,921 | 22,062 | 0.04% | 0.04% | 67 | -9,320 | -1.99% | Q1 2026 | Apr 29, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 443,390 | 21,363 | 0.17% | 0.16% | 68 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Added to | 434,104 | 20,915 | 0.01% | 0.01% | 69 | +207,994 | 91.99% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Added to | 426,657 | 20,556 | 0.07% | 0.07% | 70 | +952 | 0.22% | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 403,774 | 19,453 | 0.07% | 0.02% | 71 | +322,097 | 394.35% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 396,709 | 19,113 | 0.03% | 0.03% | 72 | +20,112 | 5.34% | Q1 2026 | May 14, 2026 |
| GRANDFIELD & DODD, LLC | History | Added to | 387,230 | 18,656 | 1.05% | 1.05% | 73 | +5,865 | 1.54% | Q1 2026 | May 07, 2026 |
| CSM Advisors, LLC | History | Reduced | 363,425 | 17,506 | 0.43% | 0.55% | 74 | -56,579 | -13.47% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 361,561 | 17,420 | 0.02% | 0.02% | 75 | +43,135 | 13.55% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Added to | 351,952 | 16,957 | 0.14% | 0.11% | 76 | +112,374 | 46.9% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 325,758 | 15,695 | 0.01% | 0.0% | 77 | +64,780 | 24.82% | Q1 2026 | May 13, 2026 |
| Krensavage Asset Management, LLC | History | No change | 323,946 | 15,608 | 6.1% | 5.54% | 78 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ADAR1 Capital Management, LLC | History | Added to | 316,939 | 15,270 | 0.9% | 0.23% | 79 | +253,465 | 399.32% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 304,760 | 14,673 | 0.01% | 0.01% | 80 | +19,464 | 6.82% | Q1 2026 | May 14, 2026 |
| ARMISTICE CAPITAL, LLC | History | Reduced | 300,000 | 14,454 | 0.26% | 0.39% | 81 | -376,000 | -55.62% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 283,918 | 13,679 | 0.03% | 0.05% | 82 | -159,575 | -35.98% | Q1 2026 | Apr 22, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 273,346 | 13,169 | 0.0% | 0.0% | 83 | +9,721 | 3.69% | Q1 2026 | May 15, 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC | History | Added to | 273,137 | 13,159 | 1.48% | 1.69% | 84 | +12,503 | 4.8% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 271,501 | 13,080 | 0.04% | 0.04% | 85 | -25,859 | -8.7% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 271,089 | 13,061 | 0.02% | 0.02% | 86 | +53,849 | 24.79% | Q1 2026 | May 15, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | Added to | 269,515 | 12,985 | 2.06% | 2.24% | 87 | +30,000 | 12.53% | Q1 2026 | May 15, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Reduced | 265,056 | 12,770 | 0.26% | 0.19% | 88 | -10,004 | -3.64% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 258,597 | 12,459 | 0.01% | 0.0% | 89 | +177,799 | 220.05% | Q1 2026 | May 11, 2026 |
| Callan Family Office, LLC | History | Added to | 243,542 | 11,733 | 0.27% | 0.22% | 90 | +35,530 | 17.08% | Q1 2026 | May 13, 2026 |
| Sio Capital Management, LLC | History | Reduced | 239,671 | 11,547 | 1.66% | 7.41% | 91 | -732,015 | -75.33% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 240,771 | 11,473 | 0.03% | 0.0% | 92 | +234,801 | 3933.02% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 236,508 | 11,394 | 0.13% | 0.11% | 93 | +51,487 | 27.83% | Q1 2026 | Apr 23, 2026 |
| HRT FINANCIAL LP | History | Added to | 234,605 | 11,302 | 0.03% | 0.02% | 94 | +98,305 | 72.12% | Q1 2026 | May 14, 2026 |
| ProVise Management Group, LLC | History | Added to | 233,577 | 11,253 | 0.81% | 0.77% | 95 | +9,155 | 4.08% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 224,079 | 10,796 | 0.04% | 0.04% | 96 | -15,813 | -6.59% | Q1 2026 | May 11, 2026 |
| Altrius Capital Management Inc | History | Added to | 221,512 | 10,672 | 2.12% | 2.0% | 97 | +26,853 | 13.79% | Q1 2026 | May 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 212,654 | 10,245 | 0.0% | 0.0% | 98 | -13,028 | -5.77% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 209,200 | 10,079 | 0.02% | 0.02% | 99 | -63,400 | -23.26% | Q1 2026 | May 08, 2026 |
| Guardian Partners Inc. | History | Added to | 204,086 | 9,859 | 0.82% | 0.78% | 100 | +1,026 | 0.51% | Q1 2026 | May 15, 2026 |
| Goodman Financial Corp | History | New | 204,088 | 9,832 | 1.69% | — | 101 | +204,088 | New | Q1 2026 | May 06, 2026 |
| GFS Advisors, LLC | History | Added to | 156,277 | 9,701 | 1.24% | 0.06% | 102 | +146,277 | 1462.77% | Q1 2026 | Apr 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 194,941 | 9,392 | 0.05% | 0.01% | 103 | +173,787 | 821.53% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 190,498 | 9,178 | 0.14% | 0.05% | 104 | +117,468 | 160.85% | Q1 2026 | May 12, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Added to | 191,220 | 9,124 | 0.7% | 0.18% | 105 | +129,066 | 207.66% | Q1 2026 | May 11, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 189,071 | 9,109 | 0.02% | 0.01% | 106 | +90,900 | 92.59% | Q1 2026 | May 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 182,063 | 8,771 | 0.57% | 0.29% | 107 | +52,165 | 40.16% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 181,936 | 8,766 | 0.01% | 0.01% | 108 | +16,198 | 9.77% | Q1 2026 | May 15, 2026 |
| DV EQUITIES, LLC | History | No change | 167,296 | 8,107 | 1.45% | 1.45% | 109 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GQG Partners LLC | History | Added to | 164,705 | 7,935 | 0.01% | 0.01% | 110 | +43,759 | 36.18% | Q1 2026 | May 12, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 163,620 | 7,883 | 0.34% | 0.3% | 111 | +16,257 | 11.03% | Q1 2026 | May 08, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 157,264 | 7,576 | 0.12% | 0.11% | 112 | +27,674 | 21.36% | Q1 2026 | May 04, 2026 |
| Fusion Capital, LLC | History | Added to | 151,507 | 7,299 | 1.97% | 1.97% | 113 | +7,183 | 4.98% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 150,700 | 7,260 | 0.01% | 0.03% | 114 | -153,630 | -50.48% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 151,875 | 7,226 | 0.04% | 0.03% | 115 | +14,184 | 10.3% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 146,070 | 7,037 | 0.08% | 0.07% | 116 | +13,354 | 10.06% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 141,110 | 6,798 | 0.01% | 0.01% | 117 | +7,163 | 5.35% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 133,553 | 6,434 | 0.01% | 0.01% | 118 | +12,240 | 10.09% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 136,006 | 6,377 | 0.01% | 0.0% | 119 | +122,857 | 934.34% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 131,654 | 6,343 | 0.01% | 0.01% | 120 | -4,409 | -3.24% | Q1 2026 | Apr 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 130,249 | 6,275 | 0.13% | 0.1% | 121 | +29,240 | 28.95% | Q1 2026 | Apr 27, 2026 |
| IMC-Chicago, LLC | History | Reduced | 126,700 | 6,104 | 0.0% | 0.01% | 122 | -187,537 | -59.68% | Q1 2026 | May 05, 2026 |
| GUARDIAN CAPITAL LP | History | Added to | 125,277 | 6,035 | 0.16% | 0.17% | 123 | +4,922 | 4.09% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 123,060 | 5,929 | 0.03% | 0.03% | 124 | +5,430 | 4.62% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 122,947 | 5,923 | 0.0% | 0.0% | 125 | +6,698 | 5.76% | Q1 2026 | May 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 122,722 | 5,912 | 0.06% | 0.06% | 126 | +11,257 | 10.1% | Q1 2026 | Apr 27, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 121,790 | 5,867 | 0.0% | 0.0% | 127 | -41,835 | -25.57% | Q1 2026 | May 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 115,666 | 5,572 | 0.06% | 0.08% | 128 | +669 | 0.58% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 115,341 | 5,557 | 0.04% | 0.04% | 129 | +21,973 | 23.53% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Reduced | 114,116 | 5,498 | 0.01% | 0.02% | 130 | -1,405 | -1.22% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 113,283 | 5,406 | 0.01% | 0.01% | 131 | -7,602 | -6.29% | Q1 2026 | May 05, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 110,062 | 5,302 | 0.11% | 0.17% | 132 | -59,938 | -35.26% | Q1 2026 | Apr 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 109,249 | 5,264 | 0.08% | 0.07% | 133 | +18,165 | 19.94% | Q1 2026 | May 01, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 107,689 | 5,220 | 0.0% | 0.01% | 134 | -98,228 | -47.7% | Q1 2026 | Apr 30, 2026 |
| Synergy Asset Management, LLC | History | New | 107,346 | 5,171 | 0.55% | — | 135 | +107,346 | New | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 106,385 | 5,124 | 0.01% | 0.01% | 136 | +40,954 | 62.59% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 106,888 | 5,118 | 0.01% | 0.01% | 137 | +24,265 | 29.37% | Q1 2026 | Apr 08, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 102,944 | 4,959 | 0.14% | 0.08% | 138 | +41,689 | 68.06% | Q1 2026 | May 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 104,189 | 4,867 | 0.0% | 0.0% | 139 | +20,447 | 24.42% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 98,755 | 4,751 | 0.01% | 0.01% | 140 | -18,808 | -16.0% | Q1 2026 | May 13, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | No change | 97,168 | 4,681 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 97,010 | 4,673 | 0.02% | 0.02% | 142 | +10,681 | 12.37% | Q1 2026 | Apr 24, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 96,085 | 4,629 | 0.49% | 0.49% | 143 | +2,235 | 2.38% | Q1 2026 | May 06, 2026 |
| Ethic Inc. | History | Added to | 93,867 | 4,522 | 0.07% | 0.07% | 144 | +5,088 | 5.73% | Q1 2026 | Apr 27, 2026 |
| Voleon Capital Management LP | History | New | 93,677 | 4,513 | 0.1% | — | 145 | +93,677 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 92,456 | 4,454 | 0.19% | 0.19% | 146 | -4,703 | -4.84% | Q1 2026 | May 13, 2026 |
| CIBC Asset Management Inc | History | Added to | 90,311 | 4,351 | 0.01% | 0.01% | 147 | +18,844 | 26.37% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 89,643 | 4,278 | 0.21% | 0.19% | 148 | +4,407 | 5.17% | Q1 2026 | Apr 27, 2026 |
| NewEdge Wealth, LLC | History | Added to | 87,854 | 4,232 | 0.05% | 0.04% | 149 | +9,980 | 12.82% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 87,155 | 4,199 | 0.01% | 0.01% | 150 | -13,027 | -13.0% | Q1 2026 | May 14, 2026 |
| Thomasville National Bank | History | No change | 85,647 | 4,150 | 0.26% | 0.26% | 151 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 86,017 | 4,144 | 0.01% | 0.01% | 152 | -6,532 | -7.06% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 86,008 | 4,143 | 0.02% | 0.03% | 153 | -20,080 | -18.93% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 84,435 | 4,068 | 0.0% | 0.0% | 154 | -29,417 | -25.84% | Q1 2026 | May 14, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 83,067 | 4,002 | 0.48% | 0.49% | 155 | -410 | -0.49% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 83,036 | 4,000 | 0.02% | 0.02% | 156 | +8,325 | 11.14% | Q1 2026 | May 08, 2026 |
| Redwood Grove Capital, LLC | History | Reduced | 81,557 | 3,929 | 1.27% | 2.61% | 157 | -107,284 | -56.81% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 81,382 | 3,920 | 0.12% | 0.11% | 158 | +8,078 | 11.02% | Q1 2026 | Apr 27, 2026 |
| Northwest Bancshares, Inc. | History | Added to | 81,262 | 3,915 | 0.78% | 0.73% | 159 | +3,328 | 4.27% | Q1 2026 | May 12, 2026 |
| NewSquare Capital LLC | History | Reduced | 80,709 | 3,888 | 0.34% | 0.35% | 160 | -1,803 | -2.19% | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | Added to | 113,857 | 3,868 | 0.0% | 0.0% | 161 | +67,891 | 147.7% | Q1 2026 | May 15, 2026 |
| American Assets Investment Management, LLC | History | No change | 80,000 | 3,854 | 0.26% | 0.27% | 162 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 79,249 | 3,818 | 0.75% | 0.74% | 163 | +4,575 | 6.13% | Q1 2026 | May 14, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 79,028 | 3,807 | 0.07% | 0.07% | 164 | +7,500 | 10.49% | Q1 2026 | May 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 78,929 | 3,802 | 0.0% | 0.0% | 165 | +11,201 | 16.54% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 78,422 | 3,778 | 0.06% | 0.06% | 166 | +4,630 | 6.27% | Q1 2026 | Apr 27, 2026 |
| Cardinal Capital Management | History | Added to | 75,027 | 3,614 | 0.47% | 0.47% | 167 | +1,353 | 1.84% | Q1 2026 | Apr 08, 2026 |
| J. Goldman & Co LP | History | New | 75,000 | 3,613 | 0.1% | — | 168 | +75,000 | New | Q1 2026 | May 15, 2026 |
| Strategic Planning, Inc. | History | New | 72,259 | 3,481 | 1.75% | — | 169 | +72,259 | New | Q1 2026 | May 18, 2026 |
| MOTCO | History | Added to | 69,435 | 3,345 | 0.31% | 0.3% | 170 | +784 | 1.14% | Q1 2026 | Apr 22, 2026 |
| Brooklyn Investment Group | History | Added to | 68,560 | 3,303 | 0.1% | 0.1% | 171 | +22,704 | 49.51% | Q1 2026 | Apr 29, 2026 |
| First Bank & Trust | History | Reduced | 67,996 | 3,276 | 0.53% | 0.54% | 172 | -653 | -0.95% | Q1 2026 | Apr 10, 2026 |
| Corient Private Wealth LLC | History | Reduced | 68,331 | 3,111 | 0.0% | 0.01% | 174 | -17,590 | -20.47% | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | Added to | 64,573 | 3,111 | 0.11% | 0.08% | 173 | +14,658 | 29.37% | Q1 2026 | Apr 24, 2026 |
| HighTower Advisors, LLC | History | Reduced | 64,096 | 3,088 | 0.0% | 0.0% | 175 | -8,436 | -11.63% | Q1 2026 | May 05, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 62,620 | 3,017 | 0.49% | 0.5% | 176 | +1,713 | 2.81% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 61,915 | 2,983 | 0.03% | 0.03% | 177 | -31,685 | -33.85% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 61,316 | 2,954 | 0.07% | 0.06% | 178 | +9,569 | 18.49% | Q1 2026 | May 11, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 60,179 | 2,899 | 0.01% | 0.01% | 179 | -2,482 | -3.96% | Q1 2026 | May 26, 2026 |
| Waterfront Wealth Inc. | History | Added to | 60,042 | 2,892 | 0.53% | 0.45% | 181 | +10,375 | 20.89% | Q1 2026 | Apr 30, 2026 |
| Quadrature Capital Ltd | History | No change | 60,025 | 2,892 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 58,109 | 2,799 | 0.03% | 0.01% | 182 | +31,528 | 118.61% | Q1 2026 | May 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 57,771 | 2,783 | 0.03% | 0.03% | 183 | -8,761 | -13.17% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 57,290 | 2,760 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Reduced | 28,775 | 2,750 | 0.14% | 0.21% | 185 | -2,220 | -7.16% | Q1 2026 | Apr 15, 2026 |
| Arjuna Capital | History | Added to | 57,028 | 2,747 | 0.7% | 0.67% | 186 | +1,001 | 1.79% | Q1 2026 | May 06, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 56,770 | 2,735 | 0.94% | 0.75% | 187 | +14,212 | 33.39% | Q1 2026 | Apr 28, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 56,555 | 2,727 | 1.27% | 1.27% | 188 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| AMG National Trust Bank | History | New | 56,427 | 2,718 | 0.06% | — | 189 | +56,427 | New | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 56,900 | 2,715 | 0.03% | 0.02% | 190 | +14,605 | 34.53% | Q1 2026 | Apr 07, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | Reduced | 55,469 | 2,672 | 0.93% | 1.06% | 191 | -9,935 | -15.19% | Q1 2026 | May 15, 2026 |
| Stelac Advisory Services LLC | History | New | 56,555 | 2,661 | 0.54% | — | 192 | +56,555 | New | Q1 2026 | May 08, 2026 |
| Aviso Financial Inc. | History | Added to | 54,694 | 2,635 | 0.09% | 0.09% | 193 | +6,977 | 14.62% | Q1 2026 | May 13, 2026 |
| Palouse Capital Management, Inc. | History | New | 54,374 | 2,619 | 1.73% | — | 194 | +54,374 | New | Q1 2026 | Apr 24, 2026 |
| CGN Advisors LLC | History | Added to | 54,331 | 2,617 | 0.21% | 0.2% | 195 | +3,190 | 6.24% | Q1 2026 | Apr 13, 2026 |
| Vise Technologies, Inc. | History | No change | 53,313 | 2,583 | 0.05% | 0.05% | 196 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 53,075 | 2,557 | 0.01% | 0.01% | 197 | -26,497 | -33.3% | Q1 2026 | Apr 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 52,000 | 2,505 | 0.0% | 0.0% | 198 | -225,666 | -81.27% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Reduced | 52,105 | 2,501 | 0.0% | 0.0% | 199 | -7,754 | -12.95% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Reduced | 51,818 | 2,496 | 0.01% | 0.04% | 200 | -199,383 | -79.37% | Q1 2026 | May 13, 2026 |
| Harvest Portfolios Group Inc. | History | Added to | 50,900 | 2,452 | 0.04% | 0.03% | 201 | +13,500 | 36.1% | Q1 2026 | May 14, 2026 |
| EagleClaw Capital Managment, LLC | History | Reduced | 50,835 | 2,449 | 0.34% | 0.36% | 202 | -550 | -1.07% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 50,365 | 2,427 | 0.02% | 0.02% | 203 | -3,621 | -6.71% | Q1 2026 | Apr 07, 2026 |
| Neuberger Berman Group LLC | History | Added to | 50,299 | 2,423 | 0.0% | 0.0% | 204 | +6,559 | 15.0% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 49,675 | 2,393 | 0.01% | 0.02% | 205 | -4,980 | -9.11% | Q1 2026 | May 15, 2026 |
| Blume Capital Management, Inc. | History | Added to | 48,531 | 2,338 | 0.4% | 0.23% | 206 | +22,765 | 88.35% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 47,821 | 2,304 | 0.01% | 0.01% | 207 | +350 | 0.74% | Q1 2026 | Apr 30, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 46,620 | 2,246 | 0.0% | 0.0% | 208 | -2,165 | -4.44% | Q1 2026 | May 15, 2026 |
| Old Port Advisors | History | Added to | 46,589 | 2,244 | 0.52% | 0.52% | 209 | +2,502 | 5.68% | Q1 2026 | Apr 06, 2026 |
| Euro Pacific Asset Management, LLC | History | Added to | 45,668 | 2,206 | 0.22% | 0.23% | 210 | +1,980 | 4.53% | Q1 2026 | May 06, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 45,759 | 2,204 | 0.13% | 0.1% | 211 | +12,275 | 36.66% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 45,423 | 2,188 | 0.0% | 0.0% | 212 | +3,900 | 9.39% | Q1 2026 | May 07, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Added to | 44,975 | 2,166 | 0.49% | 0.43% | 213 | +54 | 0.12% | Q1 2026 | Apr 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 44,385 | 2,138 | 0.0% | 0.0% | 214 | +229 | 0.52% | Q1 2026 | May 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 44,249 | 2,131 | 0.03% | 0.03% | 215 | -3,778 | -7.87% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 43,593 | 2,100 | 0.01% | 0.0% | 216 | +39,212 | 895.05% | Q1 2026 | May 08, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 43,433 | 2,092 | 0.16% | 0.21% | 217 | -11,687 | -21.2% | Q1 2026 | Apr 27, 2026 |
| BTC Capital Management, Inc. | History | Added to | 42,391 | 2,042 | 0.14% | 0.11% | 218 | +10,106 | 31.3% | Q1 2026 | Apr 20, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 42,032 | 2,025 | 0.2% | 0.16% | 219 | +8,118 | 23.94% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 41,547 | 2,001 | 0.04% | 0.04% | 220 | -685 | -1.62% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 40,269 | 1,940 | 0.0% | 0.0% | 221 | -63 | -0.16% | Q1 2026 | May 06, 2026 |
| HF Advisory Group, LLC | History | Added to | 40,131 | 1,933 | 0.66% | 0.56% | 222 | +6,984 | 21.07% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 39,152 | 1,886 | 0.03% | 0.03% | 223 | +2,612 | 7.15% | Q1 2026 | May 13, 2026 |
| Glass Wealth Management Co LLC | History | Added to | 38,875 | 1,872 | 0.73% | 0.72% | 224 | +2,775 | 7.69% | Q1 2026 | May 01, 2026 |
| Leo Wealth, LLC | History | Added to | 38,079 | 1,834 | 0.13% | 0.11% | 225 | +5,535 | 17.01% | Q1 2026 | May 05, 2026 |
| Cascade Investment Advisors, Inc. | History | Added to | 37,773 | 1,819 | 1.08% | 1.06% | 226 | +685 | 1.85% | Q1 2026 | Apr 13, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 37,628 | 1,812 | 0.19% | 0.18% | 227 | +2,830 | 8.13% | Q1 2026 | May 06, 2026 |
| GeoWealth Management, LLC | History | Added to | 36,989 | 1,782 | 0.06% | 0.06% | 228 | +4,885 | 15.22% | Q1 2026 | May 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 36,982 | 1,781 | 0.04% | 0.03% | 229 | +3,024 | 8.91% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 36,712 | 1,768 | 0.01% | 0.01% | 230 | +11,505 | 45.64% | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | Added to | 36,146 | 1,741 | 0.03% | 0.03% | 231 | +315 | 0.88% | Q1 2026 | May 18, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 35,679 | 1,719 | 0.04% | 0.01% | 232 | +29,900 | 517.39% | Q1 2026 | Apr 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 35,464 | 1,708 | 0.04% | 0.05% | 233 | -10,172 | -22.29% | Q1 2026 | May 14, 2026 |
| denkapparat Operations GmbH | History | New | 34,572 | 1,665 | 0.69% | — | 234 | +34,572 | New | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 34,190 | 1,647 | 0.02% | 0.02% | 235 | -1,781 | -4.95% | Q1 2026 | May 15, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 33,497 | 1,613 | 0.21% | 0.2% | 236 | +2,445 | 7.87% | Q1 2026 | May 04, 2026 |
| Stablepoint Partners, LLC | History | Added to | 33,412 | 1,609 | 0.24% | 0.22% | 237 | +4,169 | 14.26% | Q1 2026 | Apr 30, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 33,303 | 1,604 | 0.03% | 0.04% | 238 | -6,549 | -16.43% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 32,608 | 1,571 | 0.03% | 0.02% | 239 | +1,862 | 6.06% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 32,491 | 1,565 | 0.09% | 0.07% | 240 | +6,647 | 25.72% | Q1 2026 | Apr 21, 2026 |
| CHOREO, LLC | History | Reduced | 32,396 | 1,560 | 0.02% | 0.02% | 241 | -7,767 | -19.34% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 31,823 | 1,542 | 0.01% | 0.01% | 242 | -1,160 | -3.52% | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | Added to | 31,879 | 1,535 | 0.01% | 0.01% | 243 | +1,299 | 4.25% | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Added to | 31,582 | 1,521 | 0.11% | 0.1% | 244 | +4,069 | 14.79% | Q1 2026 | Apr 14, 2026 |
| Argent Trust Co | History | Reduced | 31,232 | 1,504 | 0.05% | 0.05% | 245 | -516 | -1.63% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 30,538 | 1,471 | 0.01% | 0.01% | 246 | +5,591 | 22.41% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 30,513 | 1,470 | 0.04% | 0.04% | 247 | +2,627 | 9.42% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 30,508 | 1,469 | 0.0% | 0.0% | 248 | +24,092 | 375.5% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 29,022 | 1,406 | 0.05% | 0.05% | 249 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strategic Investment Advisors / MI | History | New | 29,008 | 1,397 | 0.1% | — | 250 | +29,008 | New | Q1 2026 | May 18, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 28,831 | 1,389 | 0.44% | 0.42% | 251 | +1,523 | 5.58% | Q1 2026 | May 13, 2026 |
| BAILARD, INC. | History | Added to | 28,791 | 1,387 | 0.03% | 0.03% | 252 | +1,849 | 6.86% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 28,329 | 1,364 | 0.02% | 0.02% | 253 | +2,539 | 9.84% | Q1 2026 | Apr 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 27,809 | 1,339 | 0.0% | 0.0% | 254 | +13,265 | 91.21% | Q1 2026 | Apr 24, 2026 |
| INTRUST BANK NA | History | Reduced | 27,620 | 1,330 | 0.11% | 0.12% | 255 | -1,195 | -4.15% | Q1 2026 | May 06, 2026 |
| Richard C. Young & CO., LTD. | History | Reduced | 27,405 | 1,320 | 0.11% | 0.12% | 256 | -377 | -1.36% | Q1 2026 | May 07, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 27,132 | 1,307 | 0.02% | — | 257 | +27,132 | New | Q1 2026 | May 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 26,933 | 1,297 | 0.07% | 0.06% | 258 | +5,075 | 23.22% | Q1 2026 | Apr 16, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 26,260 | 1,265 | 0.02% | 0.02% | 259 | -1,438 | -5.19% | Q1 2026 | Apr 20, 2026 |
| R Squared Ltd | History | Added to | 26,030 | 1,254 | 0.69% | 0.2% | 260 | +17,050 | 189.87% | Q1 2026 | Apr 29, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 26,005 | 1,253 | 0.02% | 0.02% | 261 | -594 | -2.23% | Q1 2026 | May 15, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 25,962 | 1,250 | 0.18% | 0.13% | 262 | +6,149 | 31.04% | Q1 2026 | May 01, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 25,804 | 1,243 | 0.02% | 0.03% | 263 | -8,396 | -24.55% | Q1 2026 | Apr 07, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Reduced | 25,580 | 1,232 | 0.15% | 0.15% | 264 | -698 | -2.66% | Q1 2026 | Apr 27, 2026 |
| MAVERICK CAPITAL LTD | History | New | 24,581 | 1,184 | 0.01% | — | 265 | +24,581 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | No change | 24,276 | 1,171 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 24,160 | 1,164 | 0.03% | 0.02% | 267 | +4,927 | 25.62% | Q1 2026 | May 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 23,788 | 1,146 | 0.03% | 0.03% | 268 | -777 | -3.16% | Q1 2026 | Apr 29, 2026 |
| Probity Advisors, Inc. | History | Added to | 23,679 | 1,140 | 0.18% | 0.17% | 269 | +1,155 | 5.13% | Q1 2026 | Apr 28, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 23,516 | 1,132 | 0.0% | 0.0% | 270 | -33,713 | -58.91% | Q1 2026 | May 15, 2026 |
| Cinctive Capital Management LP | History | New | 22,936 | 1,105 | 0.07% | — | 271 | +22,936 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 22,916 | 1,104 | 0.0% | 0.0% | 272 | +432 | 1.92% | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 22,310 | 1,074 | 0.01% | 0.01% | 273 | +1,902 | 9.32% | Q1 2026 | Apr 20, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 22,144 | 1,066 | 0.04% | 0.03% | 274 | +4,305 | 24.13% | Q1 2026 | May 14, 2026 |
| Keystone Financial Planning, Inc. | History | No change | 22,016 | 1,060 | 0.28% | 0.31% | 275 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 21,628 | 1,042 | 0.0% | 0.0% | 276 | -1,969 | -8.34% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 21,385 | 1,036 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 20,516 | 988 | 0.15% | 0.14% | 278 | +1,703 | 9.05% | Q1 2026 | Apr 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 20,353 | 980 | 0.02% | 0.01% | 279 | +4,199 | 25.99% | Q1 2026 | Apr 22, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 20,337 | 979 | 0.01% | 0.0% | 280 | +8,847 | 77.0% | Q1 2026 | May 05, 2026 |
| HB Wealth Management, LLC | History | Reduced | 20,240 | 975 | 0.01% | 0.01% | 281 | -6,375 | -23.95% | Q1 2026 | Apr 27, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 20,775 | 971 | 0.1% | 0.1% | 282 | -566 | -2.65% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 20,715 | 967 | 0.03% | 0.04% | 283 | -1,872 | -8.29% | Q1 2026 | May 15, 2026 |
| Banco de Sabadell, S.A | History | Added to | 20,555 | 959 | 0.64% | 0.54% | 284 | +3,465 | 20.28% | Q1 2026 | May 08, 2026 |
| BANK OF HAWAII | History | Reduced | 19,562 | 942 | 0.05% | 0.05% | 285 | -666 | -3.29% | Q1 2026 | May 14, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 19,194 | 924 | 0.35% | 0.34% | 286 | +303 | 1.6% | Q1 2026 | Apr 24, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 19,088 | 919 | 0.0% | 0.0% | 287 | +7,339 | 62.46% | Q1 2026 | Apr 24, 2026 |
| Caprock Group, LLC | History | Reduced | 18,862 | 908 | 0.02% | 0.04% | 288 | -16,034 | -45.95% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 18,929 | 905 | 0.0% | 0.18% | 289 | -2,109,788 | -99.11% | Q1 2026 | May 01, 2026 |
| EPG Wealth Management LLC | History | Added to | 18,745 | 903 | 0.24% | 0.24% | 290 | +101 | 0.54% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 18,732 | 902 | 0.0% | 0.01% | 291 | -8,071 | -30.11% | Q1 2026 | Apr 30, 2026 |
| Summit Trail Advisors, LLC | History | New | 18,072 | 870 | 0.01% | — | 292 | +18,072 | New | Q1 2026 | May 12, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 17,868 | 860 | 0.14% | 0.05% | 293 | +10,631 | 146.9% | Q1 2026 | May 15, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 17,376 | 837 | 0.46% | 0.44% | 294 | +1,293 | 8.04% | Q1 2026 | Apr 09, 2026 |
| DRW Securities, LLC | History | Reduced | 17,301 | 833 | 0.01% | 0.03% | 295 | -6,499 | -27.31% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 17,101 | 823 | 0.01% | 0.01% | 296 | -1,348 | -7.31% | Q1 2026 | Apr 20, 2026 |
| Investors Research Corp | History | Added to | 16,993 | 818 | 0.16% | 0.0% | 297 | +16,725 | 6240.67% | Q1 2026 | Apr 03, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 16,621 | 805 | 0.09% | 0.09% | 298 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Peoples Bank/KS | History | Reduced | 16,315 | 786 | 0.79% | 0.81% | 299 | -415 | -2.48% | Q1 2026 | Apr 15, 2026 |
| Gibbs Wealth Management | History | New | 16,217 | 781 | 0.1% | — | 300 | +16,217 | New | Q1 2026 | May 13, 2026 |