1ST SOURCE CORP - SRCE
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1ST SOURCE BANK | History | No change | 5,110,889 | 416,946 | 18.9% | 18.9% | 1 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | No change | 2,039,169 | 166,355 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,403,810 | 118,622 | 0.02% | 0.02% | 3 | -63,097 | -4.3% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 733,086 | 59,805 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 693,773 | 56,602 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| American Trust | History | No change | 655,083 | 53,441 | 4.12% | 4.12% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 612,299 | 49,951 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 547,423 | 44,658 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 524,714 | 42,811 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 481,186 | 39,286 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Trust Walden Corp | History | Reduced | 367,495 | 31,053 | 0.25% | 0.24% | 11 | -19,246 | -4.98% | Q3 2026 | Oct 30, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 344,613 | 28,113 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 304,837 | 24,868 | 0.44% | 0.44% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 262,553 | 21,419 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 305,370 | 21,134 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 236,806 | 19,318 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 218,409 | 17,817 | 0.31% | 0.31% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 189,584 | 15,466 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 166,607 | 13,591 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 145,389 | 11,860 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 138,667 | 11,312 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 133,526 | 10,893 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 127,717 | 10,419 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 117,691 | 9,601 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 112,609 | 9,186 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 103,583 | 8,752 | 0.0% | 0.0% | 26 | -1,520 | -1.45% | Q3 2026 | Nov 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 105,952 | 8,643 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 105,381 | 8,596 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 94,043 | 7,672 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | No change | 93,800 | 7,652 | 0.16% | 0.16% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 86,743 | 7,076 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 86,415 | 7,049 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Granite Investment Partners, LLC | History | Added to | 81,792 | 6,911 | 0.38% | 0.02% | 33 | +76,056 | 1325.94% | Q3 2026 | Nov 04, 2026 |
| FMR LLC | History | No change | 83,780 | 6,834 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DENALI ADVISORS LLC | History | No change | 80,900 | 6,599 | 0.66% | 0.66% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 65,216 | 5,320 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ISTHMUS PARTNERS, LLC | History | Reduced | 56,207 | 4,749 | 0.46% | 0.45% | 37 | -254 | -0.45% | Q3 2026 | Oct 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 55,171 | 4,500 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | No change | 48,189 | 3,931 | 0.52% | 0.52% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 45,591 | 3,852 | 0.0% | 0.0% | 40 | +20,452 | 81.36% | Q3 2026 | Nov 02, 2026 |
| Nuveen, LLC | History | No change | 46,120 | 3,762 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 45,886 | 3,743 | 0.24% | 0.24% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 45,729 | 3,730 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 39,715 | 3,239 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 38,772 | 3,163 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 37,274 | 3,040 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 36,794 | 3,001 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 34,622 | 2,906 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dean Capital Management | History | No change | 35,000 | 2,855 | 1.03% | 1.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 34,731 | 2,834 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 34,189 | 2,789 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 32,515 | 2,747 | 0.06% | 0.01% | 52 | +28,123 | 640.32% | Q3 2026 | Oct 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 32,264 | 2,632 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 31,399 | 2,561 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HSBC HOLDINGS PLC | History | No change | 30,996 | 2,537 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indiana Trust & Investment Management Co | History | Added to | 29,998 | 2,534 | 0.69% | 0.63% | 56 | +1,767 | 6.26% | Q3 2026 | Oct 22, 2026 |
| Values First Advisors, Inc. | History | Reduced | 26,802 | 2,264 | 1.06% | 1.01% | 57 | -386 | -1.42% | Q3 2026 | Oct 23, 2026 |
| Invesco Ltd. | History | No change | 26,531 | 2,164 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 25,215 | 2,130 | 0.17% | 0.17% | 59 | -58 | -0.23% | Q3 2026 | Oct 19, 2026 |
| BARCLAYS PLC | History | No change | 25,956 | 2,117 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 25,891 | 2,112 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 25,000 | 2,112 | 1.94% | 1.78% | 62 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 25,832 | 2,106 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CM Management, LLC | History | No change | 25,000 | 2,039 | 1.3% | 1.3% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 24,856 | 2,027 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 22,650 | 1,847 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 20,760 | 1,693 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 19,967 | 1,687 | 0.0% | 0.0% | 68 | +3,031 | 17.9% | Q3 2026 | Nov 02, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 20,019 | 1,633 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 19,299 | 1,630 | 0.0% | 0.0% | 70 | -1,788 | -8.48% | Q3 2026 | Nov 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 19,887 | 1,622 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 19,839 | 1,618 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 18,032 | 1,524 | 0.52% | 0.54% | 73 | -243 | -1.33% | Q3 2026 | Nov 04, 2026 |
| Legato Capital Management LLC | History | No change | 18,251 | 1,488 | 0.12% | 0.12% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 18,015 | 1,469 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 16,983 | 1,435 | 0.0% | 0.0% | 76 | +1,898 | 12.58% | Q3 2026 | Oct 28, 2026 |
| Legal & General Group Plc | History | No change | 16,125 | 1,315 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 15,601 | 1,273 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 15,592 | 1,272 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 14,806 | 1,207 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 14,777 | 1,205 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 13,800 | 1,125 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 13,500 | 1,101 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 11,809 | 997 | 0.16% | 0.16% | 84 | +141 | 1.21% | Q3 2026 | Oct 15, 2026 |
| Rafferty Asset Management, LLC | History | No change | 11,469 | 935 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 11,148 | 909 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Trust Co | History | Reduced | 10,596 | 895 | 0.01% | 0.01% | 87 | -63 | -0.59% | Q3 2026 | Oct 22, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 10,787 | 880 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 10,633 | 867 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 10,590 | 863 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 10,243 | 835 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 9,620 | 784 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 9,285 | 757 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 8,804 | 718 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 8,165 | 701 | 0.0% | 0.0% | 95 | +323 | 4.12% | Q3 2026 | Nov 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,400 | 685 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 8,076 | 682 | 0.06% | — | 97 | +8,076 | New | Q3 2026 | Oct 16, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 8,327 | 679 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 7,866 | 641 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inspire Investing, LLC | History | Reduced | 7,548 | 637 | 0.03% | 0.03% | 100 | -776 | -9.32% | Q3 2026 | Oct 22, 2026 |
| Aquatic Capital Management LLC | History | No change | 7,696 | 627 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 7,547 | 615 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eddie Patel Inc | History | Added to | 7,241 | 611 | 0.39% | 0.26% | 103 | +1,992 | 37.95% | Q3 2026 | Nov 02, 2026 |
| EntryPoint Capital, LLC | History | No change | 7,214 | 588 | 0.14% | 0.14% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 7,150 | 583 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 7,041 | 574 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Reduced | 6,639 | 560 | 0.0% | 0.0% | 107 | -763 | -10.31% | Q3 2026 | Nov 02, 2026 |
| Squarepoint Ops LLC | History | No change | 6,834 | 557 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,455 | 548 | 0.0% | 0.0% | 109 | +513 | 8.63% | Q3 2026 | Oct 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 6,705 | 547 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Point72 Asset Management, L.P. | History | No change | 6,540 | 533 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,900 | 481 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 5,827 | 475 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,667 | 462 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trexquant Investment LP | History | No change | 5,603 | 457 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | No change | 5,349 | 451 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 5,444 | 444 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,305 | 432 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,230 | 426 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 5,176 | 422 | 0.1% | 0.1% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Added to | 4,744 | 400 | 0.0% | 0.0% | 121 | +45 | 0.96% | Q3 2026 | Nov 03, 2026 |
| &PARTNERS | History | No change | 4,757 | 388 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 4,524 | 382 | 0.01% | 0.01% | 123 | -56 | -1.22% | Q3 2026 | Oct 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 4,675 | 381 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,336 | 366 | 0.0% | 0.0% | 125 | +1,588 | 57.79% | Q3 2026 | Oct 30, 2026 |
| XTX Topco Ltd | History | No change | 4,450 | 363 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 4,295 | 350 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 4,235 | 345 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 4,181 | 341 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 4,024 | 340 | 0.04% | 0.04% | 130 | +15 | 0.37% | Q3 2026 | Oct 16, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 3,991 | 335 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 3,994 | 325 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 3,951 | 322 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 3,758 | 317 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Curi Capital, LLC | History | No change | 3,753 | 306 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 3,753 | 306 | 0.08% | 0.08% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 3,586 | 292 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | No change | 3,440 | 290 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Jump Financial, LLC | History | No change | 3,515 | 286 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centiva Capital, LP | History | No change | 3,492 | 284 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 3,403 | 277 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 3,300 | 269 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,181 | 259 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cerity Partners LLC | History | No change | 3,154 | 257 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | No change | 3,159 | 257 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 3,005 | 253 | 0.0% | 0.0% | 146 | -35 | -1.15% | Q3 2026 | Nov 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 2,670 | 225 | 0.0% | — | 147 | +2,670 | New | Q3 2026 | Oct 30, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 2,689 | 219 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pictet Asset Management Holding SA | History | No change | 2,603 | 219 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Graham Capital Management, L.P. | History | No change | 2,589 | 211 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,550 | 208 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Entropy Technologies, LP | History | No change | 2,500 | 203 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 2,155 | 175 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 2,076 | 169 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 1,850 | 151 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Life Planners | History | No change | 1,791 | 146 | 0.09% | 0.09% | 156 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,675 | 142 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,641 | 133 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,242 | 101 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,181 | 99 | 0.0% | 0.0% | 161 | +470 | 66.1% | Q3 2026 | Oct 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,218 | 99 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,197 | 98 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Added to | 1,031 | 87 | 0.0% | 0.0% | 163 | +5 | 0.49% | Q3 2026 | Oct 02, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 899 | 75 | 0.0% | 0.0% | 164 | -83 | -8.45% | Q3 2026 | Oct 15, 2026 |
| IFP Advisors, Inc | History | Added to | 884 | 74 | 0.0% | 0.0% | 165 | +832 | 1600.0% | Q3 2026 | Oct 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 919 | 74 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 906 | 73 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| USA FINANCIAL FORMULAS | History | New | 841 | 71 | 0.01% | — | 168 | +841 | New | Q3 2026 | Oct 16, 2026 |
| Rossby Financial, LCC | History | New | 806 | 68 | 0.01% | — | 170 | +806 | New | Q3 2026 | Nov 05, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 836 | 68 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 502 | 42 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 494 | 40 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 472 | 39 | 0.0% | 0.0% | 173 | +7 | 1.51% | Q3 2026 | Nov 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 409 | 33 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 351 | 29 | 0.0% | 0.0% | 175 | +20 | 6.04% | Q3 2026 | Oct 08, 2026 |
| Nykredit A/S | History | No change | 334 | 27 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 298 | 25 | 0.0% | 0.0% | 177 | -1 | -0.33% | Q3 2026 | Nov 05, 2026 |
| Versant Capital Management, Inc | History | Added to | 259 | 21 | 0.0% | 0.0% | 178 | +40 | 18.26% | Q3 2026 | Oct 01, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 248 | 20 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 202 | 16 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 178 | 15 | 0.0% | 0.0% | 181 | +45 | 33.83% | Q3 2026 | Oct 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 170 | 14 | 0.0% | 0.0% | 184 | +14 | 8.97% | Q3 2026 | Oct 21, 2026 |
| Allworth Financial LP | History | No change | 180 | 14 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 174 | 14 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 134 | 11 | 0.0% | 0.0% | 185 | +14 | 11.67% | Q3 2026 | Oct 23, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 103 | 8 | 0.0% | 0.0% | 186 | +6 | 6.19% | Q3 2026 | Oct 26, 2026 |
| Essential Partners LLC | History | No change | 104 | 8 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Optiver Holding B.V. | History | No change | 96 | 7 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concord Wealth Partners | History | No change | 79 | 6 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Quarry LP | History | No change | 65 | 5 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 56 | 4 | 0.0% | — | 191 | +56 | New | Q3 2026 | Oct 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | New | 27 | 2 | 0.0% | — | 197 | +27 | New | Q3 2026 | Oct 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 30 | 2 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| True Wealth Design, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Ares Financial Consulting, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Cornerstone Financial Management LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Clark Wealth Partners | History | New | 21 | 1 | 0.0% | — | 204 | +21 | New | Q3 2026 | Oct 16, 2026 |
| Clearstead Advisors, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FEDERATED HERMES, INC. | History | No change | 13 | 1 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 15 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 17 | 1 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Bare Financial Services, Inc | History | No change | 15 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 18 | 1 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -7,377 | -100.0% | Q3 2026 | Oct 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2026 | Oct 05, 2026 |
| Covestor Ltd | History | Reduced | 4 | 0 | — | 0.0% | — | -4 | -50.0% | Q3 2026 | Oct 30, 2026 |
| GK Wealth Management LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Freestone Grove Partners LP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |