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 | Added to | 110,630,948 | 2,290,060 | 0.78% | 0.95% | 1 | +1,649,360 | 1.51% | Q1 2026 | May 05, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Added to | 58,530,830 | 1,211,588 | 0.95% | 1.13% | 2 | +229,400 | 0.39% | Q1 2026 | May 11, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 43,937,137 | 909,499 | 1.9% | 2.31% | 3 | -1,153,022 | -2.56% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 24,987,735 | 517,246 | 0.03% | 0.03% | 4 | +2,384,050 | 10.55% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 16,992,579 | 351,746 | 0.03% | 0.03% | 5 | +1,413,785 | 9.08% | Q1 2026 | May 15, 2026 |
| Mondrian Investment Partners LTD | History | Added to | 11,975,861 | 251,493 | 3.76% | 3.73% | 6 | +3,291,764 | 37.91% | Q1 2026 | Apr 29, 2026 |
| BlackRock, Inc. | History | Added to | 9,389,076 | 194,353 | 0.0% | 0.0% | 7 | +1,018,055 | 12.16% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 8,985,057 | 185,990 | 0.02% | 0.02% | 8 | +1,178,887 | 15.1% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 7,364,415 | 152,443 | 0.02% | 0.02% | 9 | -55,032 | -0.74% | Q1 2026 | May 14, 2026 |
| Capital International Investors | History | Reduced | 7,375,593 | 146,922 | 0.03% | 0.03% | 10 | -71,296 | -0.96% | Q1 2026 | May 13, 2026 |
| HARDING LOEVNER LP | History | Reduced | 6,636,707 | 137,350 | 1.41% | 1.59% | 11 | -405,766 | -5.76% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 6,571,734 | 136,035 | 0.02% | 0.03% | 12 | -207,188 | -3.06% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,876,955 | 121,652 | 0.03% | 0.04% | 13 | +500,878 | 9.32% | Q1 2026 | May 04, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 5,197,641 | 107,591 | 0.73% | 0.92% | 14 | -121,449 | -2.28% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 5,112,547 | 105,830 | 0.15% | 0.19% | 15 | -116,456 | -2.23% | Q1 2026 | May 13, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 5,062,002 | 104,783 | 0.09% | 0.11% | 16 | -546,048 | -9.74% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 5,044,209 | 104,415 | 0.01% | 0.01% | 17 | -1,092,874 | -17.81% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | Reduced | 4,970,832 | 102,896 | 0.01% | 0.02% | 18 | -105,684 | -2.08% | Q1 2026 | May 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 4,589,084 | 94,994 | 0.94% | 1.22% | 19 | -385,948 | -7.76% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,585,565 | 91,299 | 0.04% | 0.0% | 20 | +4,500,336 | 5280.29% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 3,581,856 | 74,144 | 0.04% | — | 21 | +3,581,856 | New | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 3,470,338 | 71,826 | 0.14% | 0.15% | 22 | +58,704 | 1.72% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,207,482 | 66,394 | 0.01% | 0.01% | 23 | +110,545 | 3.57% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,183,319 | 65,894 | 0.01% | 0.02% | 24 | -2,617,043 | -45.12% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,135,095 | 64,403 | 0.01% | 0.01% | 25 | +1,127,941 | 56.2% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,885,032 | 59,720 | 0.01% | 0.01% | 26 | +142,630 | 5.2% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 2,858,777 | 59,176 | 0.05% | 0.07% | 27 | -70,617 | -2.41% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,942,759 | 58,619 | 0.0% | 0.0% | 28 | +795,072 | 37.02% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,838,420 | 47,063 | 0.08% | 0.08% | 29 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,225,380 | 46,065 | 0.01% | 0.01% | 30 | -24,891 | -1.11% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,210,563 | 45,758 | 0.01% | 0.0% | 31 | +1,025,985 | 86.61% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,144,982 | 44,381 | 0.01% | 0.02% | 32 | +17,753 | 0.83% | Q1 2026 | May 14, 2026 |
| Alberta Investment Management Corp | History | New | 1,993,000 | 41,255 | 0.25% | — | 33 | +1,993,000 | New | Q1 2026 | Apr 28, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,953,645 | 40,458 | 0.05% | — | 34 | +1,953,645 | New | Q1 2026 | May 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 1,932,258 | 39,997 | 0.02% | — | 35 | +1,932,258 | New | Q1 2026 | May 14, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Added to | 1,949,592 | 38,835 | 0.09% | 0.02% | 36 | +1,504,035 | 337.56% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Added to | 1,872,866 | 38,768 | 0.03% | 0.03% | 37 | +84,000 | 4.7% | Q1 2026 | May 12, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 1,779,474 | 36,835 | 0.23% | 0.29% | 38 | -95,077 | -5.07% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,754,134 | 36,310 | 0.02% | 0.01% | 39 | +791,955 | 82.31% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 1,661,788 | 34,399 | 0.07% | 0.09% | 40 | -28,605 | -1.69% | Q1 2026 | May 06, 2026 |
| Pictet North America Advisors SA | History | Added to | 1,584,630 | 32,801 | 3.26% | 3.74% | 41 | +47,594 | 3.1% | Q1 2026 | Apr 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,393,525 | 28,845 | 0.01% | 0.0% | 42 | +1,208,673 | 653.86% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,326,908 | 27,466 | 0.01% | 0.03% | 43 | -630,131 | -32.2% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,265,747 | 26,200 | 0.01% | 0.01% | 44 | +325,402 | 34.6% | Q1 2026 | May 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 1,257,315 | 26,026 | 0.06% | 0.01% | 45 | +1,121,272 | 824.2% | Q1 2026 | May 11, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 1,156,193 | 23,933 | 0.33% | — | 46 | +1,156,193 | New | Q1 2026 | May 01, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,098,779 | 22,744 | 0.02% | 0.02% | 47 | +72,195 | 7.03% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,077,944 | 22,313 | 0.02% | 0.02% | 48 | +1,948 | 0.18% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,036,782 | 21,461 | 0.04% | 0.05% | 49 | +156,464 | 17.77% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 1,019,167 | 21,096 | 0.03% | 0.05% | 50 | -508,150 | -33.27% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 969,209 | 20,062 | 0.01% | 0.01% | 51 | +179,748 | 22.77% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 964,786 | 19,971 | 0.0% | 0.0% | 52 | +76,499 | 8.61% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 930,232 | 19,255 | 0.0% | 0.0% | 53 | -482,499 | -34.15% | Q1 2026 | May 15, 2026 |
| Martin Investment Management, LLC | History | Reduced | 891,165 | 18,447 | 5.52% | 6.93% | 54 | -77,030 | -7.96% | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 841,700 | 17,423 | 0.01% | 0.01% | 55 | +282,600 | 50.55% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 839,001 | 17,367 | 0.09% | 0.14% | 56 | -155,118 | -15.6% | Q1 2026 | May 13, 2026 |
| Arnhold LLC | History | Added to | 837,356 | 17,333 | 1.27% | 1.38% | 57 | +127,693 | 17.99% | Q1 2026 | May 11, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 830,909 | 17,199 | 1.98% | 2.31% | 58 | +16,326 | 2.0% | Q1 2026 | Apr 24, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 822,042 | 17,016 | 0.01% | 0.01% | 59 | -151,136 | -15.53% | Q1 2026 | Apr 30, 2026 |
| Invesco Ltd. | History | Added to | 816,049 | 16,892 | 0.0% | 0.0% | 60 | +29,580 | 3.76% | Q1 2026 | May 12, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 792,600 | 16,406 | 0.03% | 0.02% | 61 | +240,152 | 43.47% | Q1 2026 | May 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 763,502 | 15,804 | 0.07% | 0.03% | 62 | +292,494 | 62.1% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 759,221 | 15,715 | 0.05% | — | 63 | +759,221 | New | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 753,523 | 15,597 | 0.06% | — | 64 | +753,523 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 742,579 | 15,371 | 0.02% | 0.02% | 65 | +104,100 | 16.3% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 727,569 | 15,060 | 0.0% | 0.0% | 66 | +71,723 | 10.94% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 727,144 | 15,052 | 0.02% | 0.02% | 67 | +60,636 | 9.1% | Q1 2026 | May 15, 2026 |
| CLARK ESTATES INC/NY | History | Added to | 691,600 | 14,316 | 3.44% | 1.55% | 68 | +441,600 | 176.64% | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | Reduced | 687,517 | 14,231 | 0.66% | 0.81% | 69 | -16,093 | -2.29% | Q1 2026 | May 05, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Added to | 669,134 | 13,851 | 0.14% | 0.19% | 70 | +94,053 | 16.35% | Q1 2026 | May 12, 2026 |
| NORGES BANK | History | No change | 538,250 | 13,779 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 661,096 | 13,684 | 0.02% | 0.03% | 72 | +97,910 | 17.39% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 655,000 | 13,558 | 0.02% | — | 73 | +655,000 | New | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 644,071 | 13,332 | 0.01% | 0.0% | 74 | +570,893 | 780.14% | Q1 2026 | May 12, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 625,049 | 12,938 | 0.6% | 0.67% | 75 | +35,096 | 5.95% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 622,907 | 12,894 | 0.02% | 0.02% | 76 | -18,705 | -2.92% | Q1 2026 | May 15, 2026 |
| CapWealth Advisors, LLC | History | Added to | 618,738 | 12,807 | 0.95% | 1.03% | 77 | +31,733 | 5.41% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 617,377 | 12,779 | 0.01% | 0.01% | 78 | +1,465 | 0.24% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 605,752 | 12,539 | 0.0% | 0.01% | 79 | +32,846 | 5.73% | Q1 2026 | May 13, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | Reduced | 591,040 | 12,235 | 2.29% | 2.81% | 80 | -14,687 | -2.42% | Q1 2026 | May 12, 2026 |
| Rock Point Advisors, LLC | History | Added to | 515,468 | 10,670 | 2.89% | 2.91% | 81 | +61,716 | 13.6% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Reduced | 506,705 | 10,488 | 0.04% | 0.09% | 82 | -665,658 | -56.78% | Q1 2026 | May 13, 2026 |
| Ethic Inc. | History | Reduced | 496,565 | 10,278 | 0.16% | 0.21% | 83 | -28,029 | -5.34% | Q1 2026 | Apr 27, 2026 |
| BCWM, LLC | History | New | 489,017 | 10,122 | 2.87% | — | 84 | +489,017 | New | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 487,727 | 10,095 | 0.15% | 0.17% | 85 | +11,323 | 2.38% | Q1 2026 | May 11, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 485,430 | 10,048 | 0.07% | 0.06% | 86 | +169,398 | 53.6% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 461,589 | 9,554 | 0.02% | 0.01% | 87 | +184,896 | 66.82% | Q1 2026 | May 14, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 454,318 | 9,404 | 1.31% | 1.53% | 88 | +15,174 | 3.46% | Q1 2026 | Apr 20, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 426,324 | 8,987 | 0.03% | 0.0% | 89 | +420,395 | 7090.49% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 424,385 | 8,784 | 0.01% | 0.01% | 90 | +11,901 | 2.89% | Q1 2026 | May 13, 2026 |
| Foresight Global Investors, Inc. | History | Reduced | 407,011 | 8,425 | 5.47% | 9.3% | 91 | -365,105 | -47.29% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 399,333 | 8,257 | 0.01% | 0.01% | 92 | +18,486 | 4.85% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 394,119 | 8,158 | 0.01% | 0.02% | 93 | -97,873 | -19.89% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 382,374 | 7,915 | 0.09% | 0.11% | 94 | +26,437 | 7.43% | Q1 2026 | Apr 23, 2026 |
| DV EQUITIES, LLC | History | No change | 298,272 | 7,635 | 1.37% | 1.37% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 361,696 | 7,487 | 0.08% | 0.11% | 96 | -31,865 | -8.1% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Reduced | 361,073 | 7,474 | 0.0% | 0.01% | 97 | -192,711 | -34.8% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 358,534 | 7,421 | 0.01% | 0.01% | 98 | -8,388 | -2.29% | Q1 2026 | Apr 27, 2026 |
| Boston Partners | History | Added to | 345,362 | 7,158 | 0.01% | 0.01% | 99 | +292 | 0.08% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 341,143 | 7,061 | 0.05% | 0.07% | 100 | -1,146 | -0.33% | Q1 2026 | May 14, 2026 |
| Ramirez Asset Management, Inc. | History | New | 339,615 | 7,019 | 0.84% | — | 101 | +339,615 | New | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 336,462 | 6,968 | 0.03% | 0.03% | 102 | +47,013 | 16.24% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 335,432 | 6,943 | 0.02% | 0.03% | 103 | -83,985 | -20.02% | Q1 2026 | May 04, 2026 |
| MARKEL GROUP INC. | History | No change | 335,000 | 6,934 | 0.06% | 0.07% | 104 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 325,068 | 6,728 | 0.0% | 0.0% | 105 | +25,941 | 8.67% | Q1 2026 | May 08, 2026 |
| Boston Common Asset Management, LLC | History | Added to | 321,630 | 6,657 | 0.43% | 0.45% | 106 | +30,979 | 10.66% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Added to | 317,073 | 6,533 | 0.01% | 0.01% | 107 | +33,862 | 11.96% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 313,983 | 6,499 | 0.06% | 0.09% | 108 | -43,331 | -12.13% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 313,092 | 6,481 | 0.01% | 0.01% | 109 | -4,301 | -1.36% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 312,646 | 6,471 | 0.06% | 0.07% | 110 | -35,575 | -10.22% | Q1 2026 | May 13, 2026 |
| Henry James International Management Inc. | History | Reduced | 306,881 | 6,352 | 2.29% | 3.27% | 111 | -98,020 | -24.21% | Q1 2026 | Apr 10, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 295,454 | 6,115 | 0.12% | 0.04% | 112 | +228,108 | 338.71% | Q1 2026 | Apr 27, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 294,196 | 6,089 | 0.13% | 0.16% | 113 | -3,213 | -1.08% | Q1 2026 | May 15, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Added to | 289,117 | 5,984 | 0.31% | 0.3% | 114 | +124,153 | 75.26% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Reduced | 275,053 | 5,693 | 0.01% | 0.02% | 115 | -10,809 | -3.78% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 273,351 | 5,658 | 0.02% | 0.05% | 116 | -182,321 | -40.01% | Q1 2026 | May 13, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 272,300 | 5,636 | 0.01% | 0.01% | 117 | -42,244 | -13.43% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 270,880 | 5,607 | 0.06% | 0.09% | 118 | +5,480 | 2.06% | Q1 2026 | May 15, 2026 |
| Inlet Private Wealth, LLC | History | Reduced | 270,424 | 5,597 | 1.43% | 1.64% | 119 | -6,350 | -2.29% | Q1 2026 | May 13, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 263,526 | 5,454 | 0.2% | 0.25% | 120 | +2,630 | 1.01% | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 263,110 | 5,446 | 0.11% | 0.13% | 121 | +860 | 0.33% | Q1 2026 | May 13, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 256,317 | 5,305 | 0.22% | 0.27% | 122 | -10,306 | -3.87% | Q1 2026 | May 13, 2026 |
| Callan Family Office, LLC | History | Reduced | 254,064 | 5,259 | 0.12% | 0.15% | 123 | -12,527 | -4.7% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 240,932 | 4,988 | 0.0% | — | 124 | +240,932 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 240,522 | 4,978 | 0.01% | 0.01% | 125 | +11,025 | 4.8% | Q1 2026 | May 05, 2026 |
| Quinn Opportunity Partners LLC | History | Added to | 240,000 | 4,968 | 0.26% | 0.03% | 126 | +210,000 | 700.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 235,366 | 4,872 | 0.04% | 0.05% | 127 | +634 | 0.27% | Q1 2026 | Apr 07, 2026 |
| O'Brien Greene & Co. Inc | History | Added to | 235,162 | 4,867 | 1.38% | 1.69% | 128 | +13,320 | 6.0% | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 235,014 | 4,864 | 0.03% | 0.03% | 129 | -2,125 | -0.9% | Q1 2026 | May 05, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 232,958 | 4,822 | 0.75% | 0.53% | 130 | +104,391 | 81.2% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 232,222 | 4,806 | 0.04% | 0.05% | 131 | -4,274 | -1.81% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 231,550 | 4,793 | 0.05% | 0.07% | 132 | -9,732 | -4.03% | Q1 2026 | May 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 228,244 | 4,724 | 0.01% | 0.01% | 133 | -77,862 | -25.44% | Q1 2026 | May 15, 2026 |
| American Trust Investment Advisors, LLC | History | Added to | 228,102 | 4,721 | 2.61% | 3.04% | 134 | +5,745 | 2.58% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 224,934 | 4,656 | 0.01% | 0.01% | 135 | +46,664 | 26.18% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 1,436 | 4,608 | 0.75% | 0.19% | 136 | -31,682 | -95.66% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 175,557 | 4,494 | 0.09% | 0.09% | 137 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 214,749 | 4,445 | 0.13% | 0.17% | 138 | -6,856 | -3.09% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | New | 213,488 | 4,419 | 0.13% | — | 139 | +213,488 | New | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 211,802 | 4,384 | 0.07% | 0.05% | 140 | +91,415 | 75.93% | Q1 2026 | May 01, 2026 |
| STATE STREET CORP | History | Added to | 210,333 | 4,353 | 0.0% | 0.0% | 141 | +207 | 0.1% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 236,264 | 4,333 | 0.0% | 0.0% | 142 | -200,550 | -45.91% | Q1 2026 | May 14, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 207,343 | 4,291 | 0.7% | 0.86% | 143 | +640 | 0.31% | Q1 2026 | Apr 22, 2026 |
| Timber Creek Capital Management LLC | History | Reduced | 206,783 | 4,280 | 1.04% | 1.23% | 144 | -22 | -0.01% | Q1 2026 | Apr 28, 2026 |
| Rathbones Group PLC | History | Added to | 206,337 | 4,271 | 0.02% | 0.02% | 145 | +10,062 | 5.13% | Q1 2026 | May 12, 2026 |
| Humankind Investments LLC | History | No change | 202,195 | 4,185 | 2.39% | 2.32% | 146 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 200,624 | 4,152 | 0.13% | 0.13% | 147 | +94,438 | 88.94% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Reduced | 183,289 | 3,909 | 0.02% | 0.02% | 148 | -1,869 | -1.01% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 188,387 | 3,899 | 0.01% | 0.01% | 149 | -7,834 | -3.99% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 187,806 | 3,887 | 0.0% | 0.0% | 150 | +39,631 | 26.75% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 186,461 | 3,859 | 0.05% | 0.05% | 151 | +13,348 | 7.71% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 185,869 | 3,847 | 0.03% | 0.05% | 152 | -8,454 | -4.35% | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 185,233 | 3,834 | 0.07% | 0.12% | 153 | -73,405 | -28.38% | Q1 2026 | Apr 20, 2026 |
| M&T BANK CORP | History | Reduced | 184,079 | 3,810 | 0.01% | 0.02% | 154 | -45,343 | -19.76% | Q1 2026 | May 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 180,673 | 3,739 | 0.0% | 0.01% | 155 | -294,278 | -61.96% | Q1 2026 | May 13, 2026 |
| Aperture Investors, LLC | History | Added to | 179,731 | 3,720 | 0.47% | 0.45% | 156 | +25,000 | 16.16% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 177,213 | 3,668 | 0.04% | 0.06% | 157 | +336 | 0.19% | Q1 2026 | Apr 23, 2026 |
| Corient Private Wealth LLC | History | Reduced | 181,045 | 3,570 | 0.01% | 0.01% | 158 | -117,142 | -39.28% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 171,616 | 3,552 | 0.02% | 0.02% | 159 | +46,450 | 37.11% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 161,752 | 3,348 | 0.0% | 0.01% | 160 | +10,446 | 6.9% | Q1 2026 | Apr 27, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 156,609 | 3,241 | 0.0% | 0.01% | 161 | -227,976 | -59.28% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 154,897 | 3,206 | 0.01% | 0.02% | 162 | -23,516 | -13.18% | Q1 2026 | Apr 30, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Reduced | 154,754 | 3,203 | 1.52% | 1.77% | 163 | -1,325 | -0.85% | Q1 2026 | Apr 15, 2026 |
| BTC Capital Management, Inc. | History | Added to | 154,232 | 3,192 | 0.22% | 0.18% | 164 | +56,080 | 57.14% | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 148,699 | 3,078 | 0.05% | 0.06% | 165 | -3,909 | -2.56% | Q1 2026 | Apr 07, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 147,422 | 3,051 | 0.05% | 0.08% | 166 | -56,579 | -27.73% | Q1 2026 | May 12, 2026 |
| Oxbow Advisors, LLC | History | New | 145,802 | 3,018 | 0.26% | — | 167 | +145,802 | New | Q1 2026 | Apr 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 144,761 | 2,996 | 0.01% | — | 168 | +144,761 | New | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 143,267 | 2,965 | 0.02% | 0.01% | 169 | +17,171 | 13.62% | Q1 2026 | May 15, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | Reduced | 141,290 | 2,925 | 1.61% | 2.04% | 170 | -180 | -0.13% | Q1 2026 | Apr 29, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 141,144 | 2,921 | 0.02% | 0.02% | 171 | -603 | -0.43% | Q1 2026 | Apr 15, 2026 |
| Ravenswood Partners LP | History | Added to | 140,843 | 2,915 | 1.08% | 1.18% | 172 | +2,927 | 2.12% | Q1 2026 | May 12, 2026 |
| Walleye Trading LLC | History | Reduced | 138,241 | 2,861 | 0.0% | 0.01% | 173 | -238,414 | -63.3% | Q1 2026 | May 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 135,426 | 2,803 | 0.01% | 0.01% | 174 | +32,197 | 31.19% | Q1 2026 | Apr 24, 2026 |
| Capital International, Inc./CA/ | History | Added to | 133,153 | 2,756 | 0.02% | 0.02% | 175 | +10,544 | 8.6% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 132,654 | 2,746 | 0.01% | 0.01% | 176 | -36,934 | -21.78% | Q1 2026 | Apr 30, 2026 |
| Naviter Wealth, LLC | History | Added to | 131,968 | 2,731 | 0.34% | 0.41% | 177 | +8,059 | 6.5% | Q1 2026 | Apr 10, 2026 |
| JCIC Asset Management Inc. | History | Reduced | 131,273 | 2,717 | 0.83% | 1.17% | 178 | -17,922 | -12.01% | Q1 2026 | Apr 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 126,527 | 2,619 | 0.01% | 0.01% | 179 | +2,473 | 1.99% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 121,992 | 2,525 | 0.01% | 0.01% | 180 | -1,062 | -0.86% | Q1 2026 | Apr 22, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 118,546 | 2,503 | 0.0% | 0.09% | 181 | -2,046,250 | -94.52% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | Added to | 117,324 | 2,428 | 0.03% | 0.04% | 182 | +1,908 | 1.65% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 116,478 | 2,411 | 0.0% | 0.0% | 183 | +4,627 | 4.14% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 112,625 | 2,331 | 0.0% | 0.01% | 184 | -5,976 | -5.04% | Q1 2026 | May 01, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 112,578 | 2,330 | 0.0% | 0.0% | 185 | +5,053 | 4.7% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 111,052 | 2,298 | 0.02% | 0.02% | 186 | +26,785 | 31.79% | Q1 2026 | May 12, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 110,581 | 2,285 | 0.04% | 0.04% | 187 | +6,126 | 5.86% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 109,991 | 2,276 | 0.01% | 0.01% | 188 | +77,472 | 238.24% | Q1 2026 | May 15, 2026 |
| Columbia Asset Management | History | Reduced | 107,500 | 2,225 | 0.42% | 0.5% | 189 | -2,200 | -2.01% | Q1 2026 | Apr 20, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Reduced | 107,434 | 2,223 | 0.03% | 0.04% | 190 | -59,685 | -35.71% | Q1 2026 | May 05, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Added to | 106,101 | 2,196 | 1.21% | 1.27% | 191 | +22,182 | 26.43% | Q1 2026 | Apr 23, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 102,576 | 2,123 | 0.4% | 0.46% | 192 | +6,402 | 6.66% | Q1 2026 | Apr 16, 2026 |
| Clearstead Advisors, LLC | History | Added to | 100,449 | 2,079 | 0.02% | 0.01% | 193 | +57,624 | 134.56% | Q1 2026 | May 06, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 100,000 | 2,070 | 0.26% | 0.31% | 194 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 99,290 | 2,055 | 0.04% | 0.05% | 195 | -45 | -0.05% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 98,272 | 2,034 | 0.0% | 0.0% | 196 | +1,108 | 1.14% | Q1 2026 | May 07, 2026 |
| Compound Planning, Inc. | History | Reduced | 98,177 | 2,032 | 0.06% | 0.09% | 197 | -18,301 | -15.71% | Q1 2026 | May 14, 2026 |
| Vontobel Holding Ltd. | History | Added to | 97,981 | 2,028 | 0.01% | 0.01% | 198 | +14,866 | 17.89% | Q1 2026 | May 08, 2026 |
| Caprock Group, LLC | History | Reduced | 97,847 | 2,025 | 0.05% | 0.07% | 199 | -28,279 | -22.42% | Q1 2026 | May 11, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 96,394 | 1,995 | 0.03% | 0.01% | 200 | +64,092 | 198.41% | Q1 2026 | May 12, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 95,000 | 1,966 | 0.1% | 0.12% | 201 | -300 | -0.31% | Q1 2026 | Apr 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 94,828 | 1,962 | 0.03% | 0.04% | 202 | +6,041 | 6.8% | Q1 2026 | May 04, 2026 |
| Entropy Technologies, LP | History | New | 92,987 | 1,924 | 0.09% | — | 203 | +92,987 | New | Q1 2026 | May 14, 2026 |
| Waldron Private Wealth LLC | History | Added to | 91,847 | 1,901 | 0.07% | 0.09% | 204 | +322 | 0.35% | Q1 2026 | Apr 10, 2026 |
| Barden Capital Management, Inc. | History | Added to | 91,672 | 1,897 | 1.62% | 1.72% | 205 | +9,733 | 11.88% | Q1 2026 | Apr 07, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Reduced | 91,500 | 1,894 | 0.02% | 0.12% | 206 | -218,800 | -70.51% | Q1 2026 | May 12, 2026 |
| Aviso Financial Inc. | History | Added to | 91,160 | 1,887 | 0.07% | 0.08% | 207 | +13,640 | 17.6% | Q1 2026 | May 13, 2026 |
| Successful Portfolios LLC | History | Added to | 92,938 | 1,852 | 1.02% | 1.18% | 208 | +437 | 0.47% | Q1 2026 | Apr 13, 2026 |
| Partners Group Holding AG | History | Added to | 87,900 | 1,819 | 0.13% | 0.06% | 209 | +51,900 | 144.17% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 85,664 | 1,773 | 0.1% | 0.09% | 210 | +18,682 | 27.89% | Q1 2026 | Apr 21, 2026 |
| Foyston, Gordon & Payne Inc | History | Added to | 85,579 | 1,771 | 0.41% | 0.47% | 211 | +1,904 | 2.28% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 85,312 | 1,765 | 0.01% | 0.01% | 212 | -3,858 | -4.33% | Q1 2026 | May 15, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 84,525 | 1,749 | 0.11% | 0.14% | 213 | +428 | 0.51% | Q1 2026 | Apr 29, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 84,309 | 1,745 | 0.28% | 0.26% | 214 | +18,927 | 28.95% | Q1 2026 | May 15, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 82,582 | 1,709 | 0.42% | 0.53% | 215 | -274 | -0.33% | Q1 2026 | May 01, 2026 |
| GFS Advisors, LLC | History | New | 8,185 | 1,686 | 0.21% | — | 216 | +8,185 | New | Q1 2026 | Apr 30, 2026 |
| CIBC Asset Management Inc | History | Added to | 82,021 | 1,681 | 0.0% | 0.0% | 217 | +910 | 1.12% | Q1 2026 | May 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 80,468 | 1,665 | 0.04% | 0.04% | 218 | +8,202 | 11.35% | Q1 2026 | May 14, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 79,878 | 1,653 | 0.04% | 0.02% | 219 | +51,581 | 182.28% | Q1 2026 | May 15, 2026 |
| Madison Asset Management, LLC | History | Added to | 79,712 | 1,650 | 0.02% | 0.02% | 220 | +5,280 | 7.09% | Q1 2026 | May 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 81,405 | 1,610 | 0.03% | 0.08% | 221 | +13,802 | 20.42% | Q1 2026 | May 01, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 62,306 | 1,595 | 0.0% | 0.0% | 222 | +47,962 | 334.37% | Q1 2026 | May 15, 2026 |
| DOLIVER ADVISORS, LP | History | Added to | 75,751 | 1,568 | 0.36% | 0.47% | 223 | +2,964 | 4.07% | Q1 2026 | Apr 08, 2026 |
| Ballentine Partners, LLC | History | Reduced | 75,327 | 1,559 | 0.02% | 0.03% | 224 | -5,481 | -6.78% | Q1 2026 | May 14, 2026 |
| Limestone Investment Advisors LP | History | New | 75,000 | 1,552 | 0.12% | — | 225 | +75,000 | New | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | Reduced | 72,607 | 1,502 | 0.01% | 0.01% | 226 | -2,693 | -3.58% | Q1 2026 | May 04, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 72,156 | 1,493 | 0.14% | 0.2% | 227 | -9,378 | -11.5% | Q1 2026 | May 05, 2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | History | Reduced | 71,856 | 1,487 | 1.45% | 1.75% | 228 | -4,935 | -6.43% | Q1 2026 | Apr 22, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 71,704 | 1,484 | 0.08% | 0.08% | 229 | +4,059 | 6.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 67,084 | 1,418 | 0.0% | 0.0% | 230 | -44,529 | -39.9% | Q1 2026 | Apr 08, 2026 |
| Penbrook Management LLC | History | No change | 68,500 | 1,417 | 1.07% | 1.21% | 231 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 68,454 | 1,416 | 0.04% | — | 232 | +68,454 | New | Q1 2026 | Apr 27, 2026 |
| GTS SECURITIES LLC | History | New | 68,184 | 1,411 | 0.05% | — | 233 | +68,184 | New | Q1 2026 | May 14, 2026 |
| Qtron Investments LLC | History | No change | 67,445 | 1,396 | 0.19% | 0.22% | 234 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 54,145 | 1,386 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 66,110 | 1,368 | 0.7% | 0.87% | 236 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 52,587 | 1,346 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| XTX Topco Ltd | History | Reduced | 63,945 | 1,323 | 0.02% | 0.14% | 238 | -143,314 | -69.15% | Q1 2026 | May 15, 2026 |
| Royal Fund Management, LLC | History | New | 62,997 | 1,304 | 0.12% | — | 239 | +62,997 | New | Q1 2026 | May 19, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 62,829 | 1,300 | 0.07% | 0.08% | 240 | +4,495 | 7.71% | Q1 2026 | May 14, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Added to | 59,738 | 1,236 | 0.52% | 0.62% | 241 | +1,554 | 2.67% | Q1 2026 | Apr 29, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 58,946 | 1,220 | 0.02% | 0.02% | 242 | +9,007 | 18.04% | Q1 2026 | Apr 01, 2026 |
| MAI Capital Management | History | Added to | 58,063 | 1,201 | 0.01% | 0.01% | 243 | +3,391 | 6.2% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 57,324 | 1,186 | 0.05% | 0.07% | 244 | -5,454 | -8.69% | Q1 2026 | May 05, 2026 |
| INTRUST BANK NA | History | Reduced | 57,292 | 1,185 | 0.1% | 0.13% | 245 | -5,623 | -8.94% | Q1 2026 | May 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 56,420 | 1,167 | 0.02% | 0.02% | 246 | -487 | -0.86% | Q1 2026 | May 13, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 55,410 | 1,147 | 0.13% | 0.17% | 247 | -816 | -1.45% | Q1 2026 | Apr 17, 2026 |
| S&CO INC | History | No change | 55,000 | 1,138 | 0.07% | 0.09% | 248 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ellevest, Inc. | History | Reduced | 54,718 | 1,132 | 0.16% | 0.21% | 249 | -3,341 | -5.75% | Q1 2026 | May 11, 2026 |
| GREENLEAF TRUST | History | Reduced | 54,371 | 1,125 | 0.01% | 0.02% | 250 | -23,194 | -29.9% | Q1 2026 | Apr 27, 2026 |
| BAILARD, INC. | History | Reduced | 53,078 | 1,098 | 0.03% | 0.03% | 251 | -3,160 | -5.62% | Q1 2026 | May 11, 2026 |
| Advisory Resource Group | History | Added to | 52,607 | 1,088 | 0.19% | 0.21% | 252 | +6,089 | 13.09% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 52,056 | 1,077 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 50,484 | 1,066 | 0.01% | 0.01% | 254 | +17,945 | 55.15% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 53,512 | 1,065 | 0.04% | 0.05% | 255 | +705 | 1.34% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 50,930 | 1,054 | 0.01% | 0.01% | 256 | +2,735 | 5.67% | Q1 2026 | May 15, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 49,971 | 1,034 | 0.69% | 0.84% | 257 | +2,357 | 4.95% | Q1 2026 | Apr 09, 2026 |
| Sunstone Asset Management, L.P. | History | Added to | 49,626 | 1,027 | 1.21% | 0.86% | 258 | +14,700 | 42.09% | Q1 2026 | May 14, 2026 |
| Alhambra Investment Management LLC | History | Added to | 46,629 | 965 | 0.45% | 0.48% | 259 | +6,385 | 15.87% | Q1 2026 | Apr 15, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 47,381 | 952 | 0.02% | 0.02% | 260 | +3,423 | 7.79% | Q1 2026 | May 15, 2026 |
| Stiles Financial Services Inc | History | Reduced | 45,715 | 946 | 0.29% | 0.37% | 261 | -982 | -2.1% | Q1 2026 | Apr 30, 2026 |
| Composition Wealth, LLC | History | Added to | 45,636 | 944 | 0.01% | 0.01% | 262 | +5,770 | 14.47% | Q1 2026 | Apr 08, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 45,552 | 942 | 0.09% | 0.12% | 263 | -1,662 | -3.52% | Q1 2026 | May 14, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 44,750 | 926 | 0.01% | 0.01% | 264 | -2,268 | -4.82% | Q1 2026 | May 05, 2026 |
| SG Americas Securities, LLC | History | Added to | 44,657 | 924 | 0.0% | 0.0% | 265 | +10,865 | 32.15% | Q1 2026 | Apr 16, 2026 |
| GAMMA Investing LLC | History | Reduced | 44,550 | 922 | 0.04% | 0.06% | 266 | -497 | -1.1% | Q1 2026 | Apr 06, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 44,430 | 919 | 0.02% | 0.03% | 267 | -1,832 | -3.96% | Q1 2026 | May 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 44,280 | 916 | 0.0% | 0.0% | 268 | -15,888 | -26.41% | Q1 2026 | May 14, 2026 |
| Keel Point, LLC | History | No change | 35,375 | 905 | 0.05% | 0.05% | 269 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ESL Trust Services, LLC | History | No change | 43,000 | 890 | 0.17% | 0.21% | 270 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DMC Group, LLC | History | Added to | 42,978 | 889 | 0.6% | 0.73% | 271 | +482 | 1.13% | Q1 2026 | Apr 30, 2026 |
| Sterling Capital Management LLC | History | Reduced | 42,761 | 885 | 0.02% | 0.02% | 272 | -3,185 | -6.93% | Q1 2026 | Apr 22, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 41,953 | 868 | 0.0% | 0.01% | 273 | -29,755 | -41.49% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 41,912 | 867 | 0.01% | 0.01% | 274 | -11,411 | -21.4% | Q1 2026 | Apr 27, 2026 |
| Marex Group plc | History | New | 41,697 | 863 | 0.01% | — | 275 | +41,697 | New | Q1 2026 | May 13, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 41,568 | 860 | 0.35% | 0.43% | 276 | +1,233 | 3.06% | Q1 2026 | Apr 24, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 40,647 | 841 | 0.01% | 0.01% | 277 | +10,247 | 33.71% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 40,457 | 837 | 0.0% | 0.01% | 278 | -4,385 | -9.78% | Q1 2026 | May 14, 2026 |
| Clarius Group, LLC | History | No change | 32,640 | 835 | 0.05% | 0.05% | 279 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Future Fund LLC | History | Added to | 39,951 | 826 | 0.29% | 0.26% | 280 | +7,446 | 22.91% | Q1 2026 | May 06, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 39,595 | 819 | 0.05% | 0.15% | 281 | -53,447 | -57.44% | Q1 2026 | May 14, 2026 |
| Beck Bode, LLC | History | Added to | 39,306 | 813 | 0.14% | 0.16% | 282 | +1,950 | 5.22% | Q1 2026 | May 07, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 38,458 | 796 | 0.07% | 0.11% | 283 | -6,273 | -14.02% | Q1 2026 | Apr 24, 2026 |
| Private Advisor Group, LLC | History | Added to | 38,079 | 788 | 0.0% | 0.0% | 284 | +1,545 | 4.23% | Q1 2026 | Apr 24, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 37,316 | 772 | 0.03% | 0.04% | 285 | -2,161 | -5.47% | Q1 2026 | Apr 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 37,034 | 766 | 0.01% | 0.09% | 286 | -265,167 | -87.75% | Q1 2026 | May 05, 2026 |
| PDS Planning, Inc | History | Added to | 36,593 | 757 | 0.05% | 0.06% | 287 | +1,611 | 4.61% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 36,255 | 750 | 0.01% | 0.02% | 288 | +3,520 | 10.75% | Q1 2026 | May 07, 2026 |
| Gibbs Wealth Management | History | Reduced | 35,669 | 738 | 0.1% | 0.25% | 289 | -4,906 | -12.09% | Q1 2026 | May 13, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 35,180 | 728 | 0.03% | 0.05% | 290 | -12,999 | -26.98% | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | Reduced | 34,700 | 718 | 0.0% | 0.01% | 291 | -151,100 | -81.32% | Q1 2026 | May 13, 2026 |
| Five Oceans Advisors | History | Reduced | 34,669 | 717 | 0.26% | 0.37% | 292 | -6,145 | -15.06% | Q1 2026 | Apr 07, 2026 |
| SYON CAPITAL LLC | History | Reduced | 34,367 | 711 | 0.04% | 0.05% | 293 | -8,091 | -19.06% | Q1 2026 | May 13, 2026 |
| PCM Encore, LLC | History | Added to | 34,208 | 708 | 0.15% | 0.18% | 294 | +1,335 | 4.06% | Q1 2026 | May 12, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Added to | 34,065 | 705 | 0.1% | 0.13% | 295 | +140 | 0.41% | Q1 2026 | May 14, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 34,054 | 704 | 0.1% | 0.16% | 296 | -13,467 | -28.34% | Q1 2026 | May 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 33,696 | 697 | 0.01% | 0.01% | 297 | -2,666 | -7.33% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 33,550 | 694 | 0.0% | 0.0% | 298 | -17,202 | -33.89% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 33,002 | 683 | 0.08% | — | 299 | +33,002 | New | Q1 2026 | May 15, 2026 |
| CREDIT AGRICOLE S A | History | New | 32,632 | 675 | 0.0% | — | 300 | +32,632 | New | Q1 2026 | May 15, 2026 |