Sony Group Corp - SONY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | No change | 112,216,813 | 2,251,069 | 0.67% | 0.67% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | No change | 59,603,230 | 1,195,640 | 0.71% | 0.71% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aristotle Capital Management, LLC | History | No change | 41,272,268 | 827,922 | 1.74% | 1.74% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 23,462,087 | 470,649 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 14,461,700 | 290,101 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mondrian Investment Partners LTD | History | No change | 12,272,937 | 245,458 | 3.79% | 3.79% | 6 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BlackRock, Inc. | History | No change | 9,409,536 | 188,755 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 8,997,162 | 180,483 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital International Investors | History | No change | 7,654,498 | 156,381 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARDING LOEVNER LP | History | No change | 6,468,686 | 139,514 | 1.31% | 1.31% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Contrarius Group Holdings Ltd | History | No change | 6,899,554 | 138,405 | 6.38% | 6.38% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 6,861,067 | 137,633 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,633,573 | 133,069 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 5,530,551 | 110,942 | 0.12% | 0.12% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 5,030,691 | 100,915 | 0.64% | 0.64% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital World Investors | History | No change | 4,989,355 | 100,086 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,969,375 | 99,684 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FMR LLC | History | No change | 4,863,244 | 97,556 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,762,172 | 93,862 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 4,556,802 | 91,409 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 4,498,717 | 90,244 | 0.81% | 0.81% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 4,329,142 | 88,444 | 0.16% | 0.16% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 3,974,727 | 79,733 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 3,771,557 | 75,657 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 3,467,948 | 69,572 | 0.12% | 0.12% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,324,015 | 66,949 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | No change | 3,099,508 | 62,176 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,964,116 | 59,460 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 2,790,486 | 55,975 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 2,669,605 | 53,552 | 0.1% | 0.1% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DV EQUITIES, LLC | History | No change | 2,529,344 | 50,738 | 7.27% | 7.27% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,344,922 | 47,906 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 2,250,435 | 45,143 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,098,911 | 42,104 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alberta Investment Management Corp | History | No change | 1,993,000 | 39,979 | 0.22% | 0.22% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 1,905,322 | 38,225 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,885,236 | 37,817 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 1,855,524 | 36,821 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 1,738,714 | 34,878 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pictet North America Advisors SA | History | No change | 1,684,567 | 33,792 | 2.98% | 2.98% | 40 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 1,572,706 | 31,548 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,373,907 | 27,560 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 1,163,910 | 27,386 | 0.33% | 0.28% | 43 | +10,587 | 0.92% | Q3 2026 | Oct 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,358,175 | 27,244 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,242,525 | 24,925 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,213,565 | 24,344 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,211,800 | 24,308 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,189,648 | 23,864 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 1,079,818 | 21,661 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 1,077,334 | 21,611 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,052,300 | 21,109 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,034,437 | 20,750 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Long Focus Capital Management, LLC | History | No change | 960,000 | 19,257 | 0.49% | 0.49% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 944,919 | 18,955 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVENPORT & Co LLC | History | No change | 943,947 | 18,935 | 0.09% | 0.09% | 55 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IMC-Chicago, LLC | History | No change | 892,149 | 17,896 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Martin Investment Management, LLC | History | No change | 869,290 | 17,437 | 5.82% | 5.82% | 57 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LMR Partners LLP | History | No change | 862,000 | 17,291 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 854,132 | 17,133 | 1.74% | 1.74% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arnhold LLC | History | No change | 835,356 | 16,757 | 1.17% | 1.17% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CLARK ESTATES INC/NY | History | No change | 825,000 | 16,549 | 3.82% | 3.82% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Alight Capital Management LP | History | No change | 816,432 | 16,377 | 2.3% | 2.3% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CapWealth Advisors, LLC | History | Added to | 683,884 | 16,091 | 1.22% | 0.91% | 63 | +21,730 | 3.28% | Q3 2026 | Oct 05, 2026 |
| Cerity Partners LLC | History | No change | 795,617 | 15,961 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 795,130 | 15,950 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 777,554 | 15,597 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 759,221 | 15,229 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 758,249 | 15,210 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | No change | 749,018 | 15,025 | 0.14% | 0.14% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Foresight Global Investors, Inc. | History | No change | 740,300 | 14,850 | 9.0% | 9.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 739,737 | 14,839 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 725,665 | 14,556 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Walleye Capital LLC | History | No change | 675,218 | 13,544 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 618,437 | 12,405 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | No change | 608,661 | 12,210 | 2.16% | 2.16% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 606,184 | 12,160 | 0.53% | 0.53% | 76 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 568,828 | 12,056 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 588,459 | 11,804 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rock Point Advisors, LLC | History | No change | 576,957 | 11,573 | 2.83% | 2.83% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORGES BANK | History | No change | 538,250 | 10,797 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ethic Inc. | History | No change | 516,600 | 10,362 | 0.13% | 0.13% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| XY Capital Ltd | History | No change | 510,791 | 10,246 | 9.89% | 9.89% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 510,066 | 10,231 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 505,405 | 10,138 | 0.07% | 0.07% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCWM, LLC | History | No change | 500,469 | 10,039 | 2.94% | 2.94% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 487,650 | 9,782 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 485,381 | 9,736 | 0.15% | 0.15% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 484,865 | 9,726 | 0.13% | 0.13% | 88 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 478,894 | 9,606 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 471,304 | 9,530 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 451,116 | 9,049 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rathbones Group PLC | History | No change | 449,697 | 9,020 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Live Oak Private Wealth LLC | History | No change | 431,463 | 8,655 | 1.08% | 1.08% | 93 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 430,000 | 8,625 | 0.4% | 0.4% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 413,043 | 8,285 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 404,325 | 8,110 | 0.84% | 0.84% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 404,200 | 8,108 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 380,427 | 7,634 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 376,923 | 7,561 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Boston Partners | History | No change | 371,412 | 7,469 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 352,545 | 7,072 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 343,081 | 6,882 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 341,865 | 6,857 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | No change | 336,423 | 6,748 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARKEL GROUP INC. | History | No change | 335,000 | 6,720 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 332,444 | 6,668 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 329,098 | 6,601 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 326,195 | 6,543 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 322,802 | 6,475 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 328,900 | 6,294 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 307,691 | 6,172 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Henry James International Management Inc. | History | No change | 306,928 | 6,156 | 1.84% | 1.84% | 112 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HRT FINANCIAL LP | History | No change | 305,534 | 6,129 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 305,391 | 6,126 | 0.17% | 0.17% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Common Asset Management, LLC | History | No change | 304,673 | 6,111 | 0.36% | 0.36% | 115 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SouthState Bank Corp | History | No change | 303,862 | 6,095 | 0.25% | 0.25% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 303,134 | 6,080 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nuveen, LLC | History | No change | 294,879 | 5,915 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 1832 Asset Management L.P. | History | No change | 292,868 | 5,874 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE GROUP LLC | History | No change | 283,531 | 5,687 | 0.23% | 0.23% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 281,481 | 5,646 | 0.11% | 0.11% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inlet Private Wealth, LLC | History | No change | 267,799 | 5,372 | 1.31% | 1.31% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| American Trust Investment Advisors, LLC | History | No change | 267,579 | 5,367 | 2.65% | 2.65% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 267,404 | 5,364 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 264,233 | 5,300 | 0.05% | 0.05% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 263,844 | 5,292 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 263,110 | 5,278 | 0.1% | 0.1% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 261,841 | 5,252 | 0.17% | 0.17% | 128 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Neuberger Berman Group LLC | History | No change | 261,648 | 5,248 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 259,600 | 5,207 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 256,726 | 5,149 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Stamos Capital Partners, L.P. | History | No change | 256,015 | 5,135 | 0.79% | 0.79% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 254,800 | 5,111 | 0.07% | 0.07% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'Brien Greene & Co. Inc | History | No change | 254,368 | 5,102 | 1.41% | 1.41% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIH Partners, LLLP | History | No change | 251,777 | 5,050 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 248,316 | 4,981 | 0.1% | 0.1% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Longaeva Partners L.P. | History | No change | 247,771 | 4,970 | 0.11% | 0.11% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 243,128 | 4,877 | 0.23% | 0.23% | 138 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 238,414 | 4,782 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 238,070 | 4,776 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 236,196 | 4,738 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 235,064 | 4,715 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 227,337 | 4,560 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 224,095 | 4,495 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 221,058 | 4,434 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Assenagon Asset Management S.A. | History | No change | 216,802 | 4,349 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Timber Creek Capital Management LLC | History | No change | 208,687 | 4,186 | 0.85% | 0.85% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Princeton Global Asset Management LLC | History | No change | 208,339 | 4,179 | 0.6% | 0.6% | 148 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 202,497 | 4,062 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Humankind Investments LLC | History | No change | 202,195 | 4,056 | 1.94% | 1.94% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 196,549 | 3,942 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Partners Group Holding AG | History | No change | 194,300 | 3,897 | 0.27% | 0.27% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 193,625 | 3,884 | 0.06% | 0.06% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Wealth, LLC | History | No change | 193,607 | 3,883 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 186,365 | 3,742 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 185,504 | 3,721 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aperture Investors, LLC | History | No change | 179,731 | 3,605 | 0.33% | 0.33% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 178,758 | 3,585 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ABC ARBITRAGE SA | History | No change | 177,908 | 3,568 | 0.39% | 0.39% | 159 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OPPENHEIMER & CO INC | History | No change | 177,046 | 3,551 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vident Advisory, LLC | History | No change | 176,795 | 3,546 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 173,670 | 3,484 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 171,282 | 3,435 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 171,162 | 3,433 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Naviter Wealth, LLC | History | No change | 162,060 | 3,250 | 0.29% | 0.29% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 159,597 | 3,201 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BTC Capital Management, Inc. | History | No change | 157,357 | 3,156 | 0.19% | 0.19% | 167 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PEAK6 LLC | History | No change | 157,282 | 3,155 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 156,160 | 3,133 | 1.44% | 1.44% | 169 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | No change | 153,736 | 3,083 | 1.25% | 1.25% | 170 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 151,501 | 3,039 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oxbow Advisors, LLC | History | No change | 147,977 | 2,968 | 0.24% | 0.24% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SG Americas Securities, LLC | History | No change | 156,416 | 2,942 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 146,572 | 2,940 | 0.04% | 0.04% | 174 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 146,171 | 2,932 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 144,899 | 2,906 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 141,324 | 2,835 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JCIC Asset Management Inc. | History | No change | 131,273 | 2,717 | 0.83% | 0.83% | 178 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Janney Montgomery Scott LLC | History | No change | 133,948 | 2,687 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capital International, Inc./CA/ | History | No change | 133,153 | 2,671 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 130,517 | 2,618 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DRW Securities, LLC | History | No change | 126,457 | 2,536 | 0.06% | 0.06% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 124,682 | 2,501 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 123,969 | 2,486 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RHUMBLINE ADVISERS | History | No change | 120,403 | 2,415 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 118,174 | 2,370 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 100,000 | 2,353 | 0.25% | 0.2% | 187 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 116,200 | 2,330 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 115,458 | 2,316 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 112,501 | 2,256 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ellsworth Advisors, LLC | History | No change | 108,491 | 2,246 | 0.37% | 0.37% | 191 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Virtu Financial LLC | History | No change | 111,332 | 2,233 | 0.07% | 0.07% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 107,991 | 2,166 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| J. Goldman & Co LP | History | No change | 107,619 | 2,158 | 0.06% | 0.06% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 107,434 | 2,155 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 107,403 | 2,154 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | No change | 106,737 | 2,141 | 1.11% | 1.11% | 197 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Compound Planning, Inc. | History | No change | 106,076 | 2,127 | 0.06% | 0.06% | 198 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IEQ CAPITAL, LLC | History | No change | 105,623 | 2,118 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | No change | 96,489 | 2,088 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Centiva Capital, LP | History | No change | 104,100 | 2,088 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 102,677 | 2,084 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 102,476 | 2,055 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 101,177 | 2,029 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Caprock Group, LLC | History | No change | 100,230 | 2,010 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Columbia Asset Management | History | No change | 97,775 | 1,961 | 0.34% | 0.34% | 206 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ravenswood Partners LP | History | No change | 97,559 | 1,957 | 0.63% | 0.63% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waldron Private Wealth LLC | History | No change | 96,058 | 1,926 | 0.07% | 0.07% | 208 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Successful Portfolios LLC | History | No change | 91,543 | 1,915 | 0.89% | 0.89% | 209 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 95,200 | 1,909 | 0.09% | 0.09% | 210 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Summit Trail Advisors, LLC | History | No change | 92,780 | 1,861 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vontobel Holding Ltd. | History | No change | 87,609 | 1,757 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Squarepoint Ops LLC | History | No change | 86,113 | 1,727 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 85,175 | 1,708 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 84,218 | 1,689 | 0.09% | 0.09% | 215 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 71,724 | 1,687 | 0.37% | 0.33% | 216 | -1,198 | -1.64% | Q3 2026 | Oct 01, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 83,965 | 1,684 | 0.1% | 0.1% | 217 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 82,516 | 1,655 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, LLC | History | No change | 73,637 | 1,641 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 73,637 | 1,641 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 81,293 | 1,630 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 80,475 | 1,626 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blueshift Asset Management, LLC | History | No change | 81,030 | 1,625 | 0.38% | 0.38% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foyston, Gordon & Payne Inc | History | No change | 77,923 | 1,604 | 0.34% | 0.34% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bleakley Financial Group, LLC | History | No change | 79,595 | 1,596 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Madison Asset Management, LLC | History | No change | 79,324 | 1,591 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 75,748 | 1,579 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CIBC Asset Management Inc | History | No change | 79,466 | 1,577 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 76,293 | 1,530 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ballentine Partners, LLC | History | No change | 75,978 | 1,524 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 75,118 | 1,506 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Limestone Investment Advisors LP | History | No change | 75,000 | 1,504 | 0.11% | 0.11% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 72,240 | 1,449 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 72,197 | 1,448 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 72,075 | 1,445 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 68,827 | 1,424 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | History | No change | 70,563 | 1,415 | 1.2% | 1.2% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 69,407 | 1,392 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LHM, INC. | History | No change | 69,231 | 1,388 | 0.47% | 0.47% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 69,064 | 1,385 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Penbrook Management LLC | History | No change | 68,500 | 1,374 | 0.88% | 0.88% | 241 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 66,110 | 1,326 | 0.6% | 0.6% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 64,330 | 1,290 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Resource Group | History | No change | 63,190 | 1,267 | 0.19% | 0.19% | 244 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 53,508 | 1,259 | 0.02% | 0.02% | 245 | -4,953 | -8.47% | Q3 2026 | Oct 01, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 61,738 | 1,238 | 0.47% | 0.47% | 246 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DLD Asset Management, LP | History | No change | 60,614 | 1,215 | 0.08% | 0.08% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | No change | 60,470 | 1,213 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| XTX Topco Ltd | History | No change | 59,857 | 1,200 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 59,806 | 1,199 | 0.06% | 0.06% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qtron Investments LLC | History | No change | 59,471 | 1,192 | 0.16% | 0.16% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hanson & Doremus Investment Management | History | No change | 55,410 | 1,112 | 0.11% | 0.11% | 252 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| S&CO INC | History | No change | 55,000 | 1,103 | 0.06% | 0.06% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 53,512 | 1,093 | 0.04% | 0.04% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WINCAP FINANCIAL LLC | History | No change | 54,110 | 1,085 | 0.59% | 0.59% | 255 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BAILARD, INC. | History | No change | 53,796 | 1,079 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Havemeyer Place LP | History | No change | 53,746 | 1,078 | 0.11% | 0.11% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ellevest, Inc. | History | No change | 50,982 | 1,067 | 0.13% | 0.13% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 52,779 | 1,058 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 52,532 | 1,053 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SYON CAPITAL LLC | History | No change | 52,503 | 1,053 | 0.05% | 0.05% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTRUST BANK NA | History | No change | 52,074 | 1,044 | 0.08% | 0.08% | 262 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREENLEAF TRUST | History | No change | 51,720 | 1,037 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 51,655 | 1,036 | 0.04% | 0.04% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 51,475 | 1,032 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 50,848 | 1,020 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sunstone Asset Management, LP | History | No change | 49,626 | 995 | 1.08% | 1.08% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Altshuler Shaham Ltd | History | No change | 569,186 | 992 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 49,349 | 989 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stiles Financial Services Inc | History | No change | 48,794 | 978 | 0.25% | 0.25% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Twin Tree Management, LP | History | No change | 48,659 | 976 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 45,476 | 912 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Future Fund LLC | History | No change | 45,467 | 912 | 0.26% | 0.26% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 44,928 | 901 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alhambra Investment Management LLC | History | No change | 44,803 | 898 | 0.39% | 0.39% | 275 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Composition Wealth, LLC | History | No change | 44,001 | 882 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GAMMA Investing LLC | History | No change | 43,624 | 875 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ESL Trust Services, LLC | History | No change | 43,000 | 862 | 0.15% | 0.15% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | No change | 42,871 | 859 | 0.32% | 0.32% | 279 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| EARNEST PARTNERS LLC | History | No change | 40,864 | 819 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 40,794 | 818 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Marex Group Ltd | History | No change | 40,610 | 814 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | No change | 40,500 | 812 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FNY Investment Advisers, LLC | History | No change | 40,000 | 802 | 0.29% | 0.29% | 284 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 39,783 | 798 | 0.05% | 0.05% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 33,807 | 795 | 0.07% | 0.05% | 286 | +7,748 | 29.73% | Q3 2026 | Oct 01, 2026 |
| Parallel Advisors, LLC | History | No change | 38,635 | 775 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Venturi Wealth Management, LLC | History | No change | 38,627 | 774 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HB Wealth Management, LLC | History | No change | 38,150 | 765 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PDS Planning, Inc | History | No change | 37,392 | 750 | 0.04% | 0.04% | 290 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 37,065 | 743 | 0.11% | 0.11% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DMC Group, LLC | History | No change | 36,747 | 737 | 0.5% | 0.5% | 292 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 36,617 | 734 | 0.04% | 0.04% | 293 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Henshaw Capital LLC | History | No change | 36,555 | 733 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fiera Capital Corp | History | No change | 36,519 | 732 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | No change | 35,734 | 716 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HUB Investment Partners, LLC | History | No change | 35,303 | 708 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 34,914 | 700 | 0.06% | 0.06% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Five Oceans Advisors | History | No change | 34,669 | 695 | 0.22% | 0.22% | 299 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advisors Asset Management, Inc. | History | No change | 34,627 | 694 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |