TRICO BANCSHARES / - TCBK

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
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
FMR LLC History Reduced 2,890,248 137,402 0.01% 0.01% 1 -32,534 -1.11% Q1 2026 May 15, 2026
BlackRock, Inc. History Reduced 2,392,458 113,737 0.0% 0.0% 2 -21,700 -0.9% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 1,922,988 91,091 0.0% 0.0% 3 0 0.0% Q4 2025 Jan 29, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,696,463 80,649 0.02% 0.02% 4 +11,298 0.67% Q1 2026 May 07, 2026
FRANKLIN RESOURCES INC History Added to 1,649,900 78,436 0.02% 0.02% 5 +12,652 0.77% Q1 2026 May 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,275,507 60,637 0.0% 6 +1,275,507 New Q1 2026 May 15, 2026
Davis Asset Management, L.P. History No change 1,046,900 49,769 1.44% 1.78% 7 0 0.0% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 966,575 45,950 0.0% 0.0% 8 +70,158 7.83% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 801,006 38,085 0.0% 0.0% 9 +23,180 2.98% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 597,205 28,289 0.01% 0.01% 10 -13,317 -2.18% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 454,563 21,609 0.0% 11 +454,563 New Q1 2026 May 08, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 454,024 21,584 0.01% 0.01% 12 -3,965 -0.87% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 421,184 20,023 0.02% 0.02% 13 -14,490 -3.33% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 420,342 19,983 0.0% 0.0% 14 -252,563 -37.53% Q1 2026 May 15, 2026
North Reef Capital Management LP History Reduced 373,141 17,739 0.61% 0.93% 15 -112,282 -23.13% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 356,889 16,966 0.0% 0.0% 16 -4,976 -1.38% Q1 2026 May 15, 2026
Bolthouse Investments, LLC History No change 353,718 16,815 15.2% 14.89% 17 0 0.0% Q1 2026 Apr 28, 2026
Curi Capital, LLC History Added to 352,756 16,770 0.3% 0.29% 18 +3,098 0.89% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 346,280 16,462 0.0% 0.0% 19 +9,606 2.85% Q1 2026 May 14, 2026
TWO SIGMA INVESTMENTS, LP History Added to 274,208 13,035 0.01% 0.01% 20 +190,001 225.64% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 263,491 12,407 0.0% 0.0% 21 -24,285 -8.44% Q1 2026 May 13, 2026
Qube Research & Technologies Ltd History Added to 257,101 12,222 0.01% 0.0% 22 +189,574 280.74% Q1 2026 May 15, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 255,613 12,036 0.01% 0.01% 23 -7,930 -3.01% Q1 2026 May 14, 2026
HEARTLAND ADVISORS INC History No change 250,000 11,885 0.61% 0.64% 24 0 0.0% Q1 2026 May 06, 2026
VANGUARD FIDUCIARY TRUST CO History New 204,851 9,738 0.0% 25 +204,851 New Q1 2026 May 08, 2026
CRAWFORD INVESTMENT COUNSEL INC History Added to 176,907 8,410 0.14% 0.14% 26 +3,176 1.83% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 156,943 7,461 0.01% 0.01% 27 -24,600 -13.55% Q1 2026 May 14, 2026
Bank of New York Mellon Corp History Reduced 153,127 7,279 0.0% 0.0% 28 -2,103 -1.35% Q1 2026 May 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 146,506 6,964 0.01% 0.01% 29 -15,541 -9.59% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 145,947 6,938 0.0% 0.0% 30 +18,127 14.18% Q1 2026 May 15, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History No change 137,981 6,559 0.31% 0.26% 31 0 0.0% Q1 2026 May 15, 2026
ProShare Advisors LLC History Added to 135,603 6,446 0.01% 0.01% 32 +6,239 4.82% Q1 2026 Apr 24, 2026
SWEENEY & MICHEL, LLC History Added to 126,082 6,317 1.86% 1.88% 33 +347 0.28% Q1 2026 Apr 16, 2026
Allworth Financial LP History Added to 127,845 6,077 0.02% 0.02% 34 +10,826 9.25% Q1 2026 May 14, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 102,273 4,862 0.01% 0.04% 35 -189,210 -64.91% Q1 2026 May 15, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 95,614 4,545 0.05% 0.06% 36 -22,147 -18.81% Q1 2026 May 07, 2026
RICE HALL JAMES & ASSOCIATES, LLC History New 95,224 4,526 0.25% 37 +95,224 New Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 94,130 4,474 0.0% 0.0% 38 -24,105 -20.39% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 86,742 4,123 0.0% 0.0% 39 +24,500 39.36% Q1 2026 May 15, 2026
Creative Planning History Added to 80,666 3,834 0.0% 0.0% 40 +3,474 4.5% Q1 2026 May 12, 2026
JACOBS ASSET MANAGEMENT, LLC History Added to 75,000 3,565 2.13% 1.78% 41 +7,500 11.11% Q1 2026 May 15, 2026
LPL Financial LLC History Added to 74,999 3,565 0.0% 0.0% 42 +445 0.6% Q1 2026 May 06, 2026
Trexquant Investment LP History Added to 74,087 3,522 0.03% 0.01% 43 +52,462 242.6% Q1 2026 May 15, 2026
DEPRINCE RACE & ZOLLO INC History Reduced 70,224 3,338 0.06% 0.08% 44 -16,887 -19.39% Q1 2026 Apr 24, 2026
SG Americas Securities, LLC History Added to 69,226 3,291 0.0% 0.0% 45 +48,837 239.53% Q1 2026 Apr 16, 2026
Russell Investments Group, Ltd. History Reduced 67,207 3,195 0.0% 0.0% 46 -4,562 -6.36% Q1 2026 May 08, 2026
Nuveen, LLC History Added to 66,316 3,152 0.0% 0.0% 47 +602 0.92% Q1 2026 Apr 30, 2026
Point72 Asset Management, L.P. History New 66,189 3,146 0.0% 48 +66,189 New Q1 2026 May 15, 2026
Swiss National Bank History Added to 61,100 2,904 0.0% 0.0% 49 +600 0.99% Q1 2026 May 07, 2026
FIRST TRUST ADVISORS LP History Reduced 60,639 2,882 0.0% 0.0% 50 -627 -1.02% Q1 2026 May 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 57,800 2,747 0.0% 0.0% 51 +4,839 9.14% Q1 2026 May 13, 2026
UBS Group AG History Reduced 54,876 2,608 0.0% 0.0% 52 -37,444 -40.56% Q1 2026 May 05, 2026
JANE STREET GROUP, LLC History Added to 51,900 2,467 0.0% 0.0% 53 +15,247 41.6% Q1 2026 May 12, 2026
STIFEL FINANCIAL CORP History Added to 46,561 2,213 0.0% 0.0% 54 +1,402 3.1% Q1 2026 May 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 46,264 2,200 0.0% 0.0% 55 +9,452 25.68% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 45,998 2,186 0.0% 0.0% 56 +39,072 564.14% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 43,857 2,084 0.0% 0.0% 57 -1,433 -3.16% Q1 2026 May 12, 2026
Chico Wealth RIA History No change 43,654 2,075 1.27% 1.35% 58 0 0.0% Q1 2026 May 08, 2026
San Luis Wealth Advisors LLC History Added to 37,515 1,783 0.3% 0.3% 59 +164 0.44% Q1 2026 Apr 29, 2026
Invesco Ltd. History Reduced 37,142 1,765 0.0% 0.0% 60 -1,595 -4.12% Q1 2026 May 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 36,995 1,758 0.0% 0.0% 61 -2,633 -6.64% Q1 2026 May 11, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 36,800 1,749 0.04% 0.04% 62 -1,300 -3.41% Q1 2026 May 15, 2026
Campbell & CO Investment Adviser LLC History Added to 33,867 1,610 0.09% 0.06% 63 +5,325 18.66% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 32,720 1,555 0.0% 0.0% 64 +3,837 13.28% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 32,665 1,552 0.0% 0.0% 65 -25,599 -43.94% Q1 2026 May 15, 2026
HRT FINANCIAL LP History New 32,240 1,532 0.0% 66 +32,240 New Q1 2026 May 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Added to 31,808 1,512 0.01% 0.01% 67 +1,554 5.14% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 31,366 1,491 0.0% 0.0% 68 +3,139 11.12% Q1 2026 May 06, 2026
HSBC HOLDINGS PLC History Added to 30,753 1,465 0.0% 0.0% 69 +13,353 76.74% Q1 2026 Apr 30, 2026
AMERIPRISE FINANCIAL INC History Reduced 29,941 1,423 0.0% 0.0% 70 -27,449 -47.83% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 26,585 1,259 0.0% 0.0% 71 0 0.0% Q4 2025 Feb 17, 2026
J. L. Bainbridge & Co., Inc. History No change 23,000 1,093 0.1% 0.09% 72 0 0.0% Q1 2026 Apr 22, 2026
Legal & General Group Plc History Reduced 22,337 1,061 0.0% 0.0% 73 -6,955 -23.74% Q1 2026 May 08, 2026
SEI INVESTMENTS CO History Reduced 21,721 1,032 0.0% 0.0% 74 -11,556 -34.73% Q1 2026 May 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 19,353 920 0.0% 75 +19,353 New Q1 2026 May 08, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 19,283 917 0.01% 0.01% 76 -2,002 -9.41% Q1 2026 May 01, 2026
Ridgewood Investments LLC History New 19,063 906 0.37% 77 +19,063 New Q1 2026 Apr 03, 2026
CITIGROUP INC History Added to 17,763 844 0.0% 0.0% 78 +4,982 38.98% Q1 2026 May 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 17,132 814 0.0% 79 +17,132 New Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 16,411 780 0.0% 81 +16,411 New Q1 2026 May 08, 2026
marrick wealth, LLC History No change 16,414 780 0.66% 0.64% 80 0 0.0% Q1 2026 Apr 15, 2026
MetLife Investment Management, LLC History Reduced 16,299 774 0.0% 0.0% 82 -1,120 -6.43% Q1 2026 May 14, 2026
GSA CAPITAL PARTNERS LLP History New 15,887 755 0.05% 83 +15,887 New Q1 2026 May 08, 2026
Rafferty Asset Management, LLC History Added to 15,626 742 0.0% 0.0% 84 +2,178 16.2% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History New 15,528 738 0.01% 85 +15,528 New Q1 2026 Apr 27, 2026
IEQ CAPITAL, LLC History Added to 15,070 716 0.0% 0.0% 86 +2,922 24.05% Q1 2026 May 14, 2026
Cerity Partners LLC History Reduced 15,049 715 0.0% 0.0% 87 -588 -3.76% Q1 2026 May 15, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History Reduced 14,611 694 0.29% 0.29% 88 -184 -1.24% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 14,211 675 0.0% 0.0% 89 +132 0.94% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 14,119 671 0.0% 0.0% 90 -22,525 -61.47% Q1 2026 May 11, 2026
JANUS HENDERSON GROUP PLC History No change 13,970 664 0.0% 0.0% 91 0 0.0% Q1 2026 May 18, 2026
BARCLAYS PLC History Reduced 13,760 654 0.0% 0.0% 92 -38,100 -73.47% Q1 2026 May 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 13,094 622 0.0% 0.0% 93 +6,248 91.26% Q1 2026 Apr 30, 2026
PRUDENTIAL FINANCIAL INC History Added to 13,090 622 0.0% 0.0% 94 +2,920 28.71% Q1 2026 May 13, 2026
Engineers Gate Manager LP History Added to 12,864 611 0.01% 0.0% 95 +5,766 81.23% Q1 2026 May 15, 2026
Mariner, LLC History Reduced 12,852 610 0.0% 0.0% 96 -611 -4.54% Q1 2026 May 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 12,378 588 0.0% 0.0% 97 +2,885 30.39% Q1 2026 May 15, 2026
Krilogy Financial LLC History New 11,650 576 0.02% 98 +11,650 New Q1 2026 Apr 17, 2026
Freestone Capital Holdings, LLC History Reduced 12,116 575 0.02% 0.02% 99 -4 -0.03% Q1 2026 May 13, 2026
XTX Topco Ltd History New 11,469 545 0.01% 100 +11,469 New Q1 2026 May 15, 2026
Squarepoint Ops LLC History New 11,215 533 0.0% 101 +11,215 New Q1 2026 May 15, 2026
MQS Management LLC History New 11,153 530 0.36% 102 +11,153 New Q1 2026 Apr 23, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 10,848 515 0.0% 0.0% 103 -2,300 -17.49% Q1 2026 May 06, 2026
Quantinno Capital Management LP History Added to 10,836 515 0.0% 0.0% 104 +2,014 22.83% Q1 2026 May 15, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 10,374 493 0.04% 105 +10,374 New Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 10,322 490 0.0% 106 +10,322 New Q1 2026 May 08, 2026
D. E. Shaw & Co., Inc. History New 9,828 467 0.0% 107 +9,828 New Q1 2026 May 15, 2026
ASSETMARK, INC History Added to 9,697 460 0.0% 0.0% 108 +17 0.18% Q1 2026 May 06, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 8,816 419 0.0% 0.0% 109 0 0.0% Q1 2026 May 08, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 8,630 410 0.0% 0.0% 110 +598 7.45% Q1 2026 May 12, 2026
ExodusPoint Capital Management, LP History Reduced 8,542 406 0.0% 0.01% 111 -6,283 -42.38% Q1 2026 May 14, 2026
Arizona State Retirement System History Reduced 8,483 403 0.0% 0.0% 112 -134 -1.56% Q1 2026 May 01, 2026
Police & Firemen's Retirement System of New Jersey History No change 8,451 401 0.0% 0.0% 113 0 0.0% Q1 2026 Apr 29, 2026
SITTNER & NELSON, LLC History Reduced 7,932 377 0.14% 0.15% 114 -401 -4.81% Q1 2026 May 11, 2026
Odyssean, LLC History New 7,831 372 0.14% 115 +7,831 New Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 7,497 356 0.0% 0.0% 116 0 0.0% Q1 2026 May 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 7,488 355 0.0% 0.0% 117 -3,994 -34.78% Q1 2026 May 08, 2026
TWO SIGMA SECURITIES, LLC History Added to 7,136 339 0.04% 0.04% 118 +1,026 16.79% Q1 2026 May 15, 2026
Barnes Wealth Management Group, Inc History Reduced 6,588 313 0.16% 0.19% 120 -1,000 -13.18% Q1 2026 May 15, 2026
KLP KAPITALFORVALTNING AS History No change 6,600 313 0.0% 0.0% 119 0 0.0% Q1 2026 Apr 29, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 6,499 308 0.0% 0.0% 121 +49 0.76% Q1 2026 Apr 27, 2026
Handelsbanken Fonder AB History No change 6,300 300 0.0% 0.0% 122 0 0.0% Q1 2026 Apr 28, 2026
RAYMOND JAMES FINANCIAL INC History Added to 6,208 295 0.0% 0.0% 123 +7 0.11% Q1 2026 May 14, 2026
Brevan Howard Capital Management LP History Added to 6,148 292 0.0% 0.0% 124 +146 2.43% Q1 2026 May 15, 2026
EntryPoint Capital, LLC History No change 6,163 292 0.09% 0.11% 125 0 0.0% Q1 2026 May 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 5,849 278 0.0% 0.0% 126 0 0.0% Q1 2026 May 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 5,783 274 0.0% 0.0% 127 -199 -3.33% Q1 2026 May 12, 2026
Round Hill Asset Management History Reduced 5,412 257 0.17% 0.19% 128 -1,132 -17.3% Q1 2026 May 14, 2026
Virtu Financial LLC History New 5,229 249 0.01% 129 +5,229 New Q1 2026 May 14, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 4,993 237 0.0% 0.0% 130 -4,886 -49.46% Q1 2026 May 15, 2026
Ballentine Partners, LLC History No change 4,705 223 0.0% 0.0% 131 0 0.0% Q1 2026 May 14, 2026
Kingsview Wealth Management, LLC History No change 4,687 222 0.0% 0.0% 132 0 0.0% Q1 2026 May 12, 2026
Pictet Asset Management Holding SA History No change 4,645 220 0.0% 0.0% 133 0 0.0% Q1 2026 Apr 22, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Reduced 4,569 217 0.03% 0.03% 134 -268 -5.54% Q1 2026 Apr 30, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 4,012 190 0.0% 0.0% 135 +9 0.22% Q1 2026 May 14, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 3,885 184 0.01% 0.01% 136 -82 -2.07% Q1 2026 May 13, 2026
Golden State Wealth Management, LLC History Added to 3,735 177 0.02% 0.02% 137 +21 0.57% Q1 2026 Apr 28, 2026
CWM, LLC History Added to 3,276 155 0.0% 0.0% 138 +470 16.75% Q1 2026 May 14, 2026
CANADA LIFE ASSURANCE Co History No change 2,947 141 0.0% 0.0% 139 0 0.0% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Added to 2,929 139 0.0% 0.0% 140 +1,286 78.27% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 2,740 130 0.0% 0.0% 141 +17 0.62% Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History No change 2,532 120 0.0% 0.0% 142 0 0.0% Q1 2026 May 13, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 2,102 99 0.04% 0.04% 143 0 0.0% Q1 2026 May 05, 2026
FEDERATED HERMES, INC. History Added to 2,019 95 0.0% 0.0% 144 +104 5.43% Q1 2026 May 11, 2026
KBC Group NV History No change 1,532 73 0.0% 0.0% 145 0 0.0% Q1 2026 May 07, 2026
Tower Research Capital LLC (TRC) History Added to 1,498 71 0.0% 0.0% 146 +148 10.96% Q1 2026 May 15, 2026
Parallel Advisors, LLC History Added to 1,440 68 0.0% 0.0% 147 +676 88.48% Q1 2026 Jun 02, 2026
State of Alaska, Department of Revenue History No change 1,398 66 0.0% 0.0% 148 0 0.0% Q1 2026 Apr 20, 2026
Sterling Capital Management LLC History Reduced 1,004 47 0.0% 0.0% 149 -743 -42.53% Q1 2026 Apr 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 939 44 0.0% 0.0% 150 -214 -18.56% Q1 2026 May 08, 2026
ABOUND FINANCIAL, LLC History No change 908 43 0.02% 0.02% 151 0 0.0% Q1 2026 May 01, 2026
Farther Finance Advisors, LLC History Reduced 711 34 0.0% 0.0% 152 -24 -3.27% Q1 2026 Apr 07, 2026
HUNTINGTON NATIONAL BANK History Added to 670 31 0.0% 0.0% 153 +116 20.94% Q1 2026 May 15, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 664 31 0.0% 0.0% 154 0 0.0% Q1 2026 May 12, 2026
Larson Financial Group LLC History Added to 651 30 0.0% 0.0% 155 +56 9.41% Q1 2026 May 15, 2026
GAMMA Investing LLC History Added to 554 26 0.0% 0.0% 156 +1 0.18% Q1 2026 Apr 06, 2026
Longview Financial Advisors LLC History No change 511 24 0.01% 0.01% 157 0 0.0% Q1 2026 Apr 20, 2026
EverSource Wealth Advisors, LLC History Reduced 461 21 0.0% 0.0% 159 -59 -11.35% Q1 2026 May 15, 2026
SIGNATUREFD, LLC History Reduced 452 21 0.0% 0.0% 158 -19 -4.03% Q1 2026 Apr 07, 2026
US BANCORP \DE\ History Added to 412 19 0.0% 0.0% 160 +18 4.57% Q1 2026 May 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 420 19 0.0% 0.0% 161 0 0.0% Q1 2026 May 11, 2026
HOERTKORN RICHARD CHARLES History No change 355 16 0.01% 0.01% 162 0 0.0% Q1 2026 Apr 29, 2026
STRS OHIO History No change 300 14 0.0% 0.0% 163 0 0.0% Q1 2026 Apr 24, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 248 11 0.0% 0.0% 164 +2 0.81% Q1 2026 Apr 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 211 10 0.0% 0.0% 165 0 0.0% Q1 2026 Apr 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 211 10 0.0% 0.0% 166 0 0.0% Q1 2026 Apr 28, 2026
IFP Advisors, Inc History No change 197 9 0.0% 0.0% 167 0 0.0% Q1 2026 Apr 13, 2026
Smartleaf Asset Management LLC History No change 201 9 0.0% 0.0% 168 0 0.0% Q1 2026 May 15, 2026
Versant Capital Management, Inc History Added to 183 8 0.0% 0.0% 170 +86 88.66% Q1 2026 Apr 06, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 188 8 0.0% 0.0% 169 +8 4.44% Q1 2026 May 15, 2026
Quantbot Technologies LP History New 123 5 0.0% 171 +123 New Q1 2026 May 13, 2026
DANSKE BANK A/S History Reduced 100 4 0.0% 0.0% 173 -500 -83.33% Q1 2026 May 12, 2026
ROTHSCHILD INVESTMENT LLC History Added to 95 4 0.0% 0.0% 172 +19 25.0% Q1 2026 May 07, 2026
Optiver Holding B.V. History Reduced 104 4 0.0% 0.0% 174 -12 -10.34% Q1 2026 Jun 02, 2026
AlphaQuest LLC History No change 88 4 0.0% 0.0% 175 0 0.0% Q4 2025 Feb 09, 2026
HARBOUR INVESTMENTS, INC. History New 81 3 0.0% 178 +81 New Q1 2026 May 15, 2026
Essential Partners LLC History Added to 65 3 0.0% 0.0% 177 +1 1.56% Q1 2026 May 21, 2026
WHITTIER TRUST CO History No change 70 3 0.0% 0.0% 176 0 0.0% Q1 2026 Apr 28, 2026
Quarry LP History Reduced 46 2 0.0% 0.0% 183 -177 -79.37% Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 59 2 0.0% 0.0% 181 -156 -72.56% Q1 2026 May 08, 2026
Arax Advisory Partners History Reduced 58 2 0.0% 0.0% 182 -86 -59.72% Q1 2026 May 13, 2026
Root Financial Partners, LLC History New 49 2 0.0% 187 +49 New Q1 2026 Apr 24, 2026
Bare Financial Services, Inc History Added to 45 2 0.0% 185 +34 309.09% Q1 2026 May 14, 2026
MAI Capital Management History Added to 57 2 0.0% 0.0% 179 +26 83.87% Q1 2026 May 15, 2026
BESSEMER GROUP INC History No change 48 2 0.0% 0.0% 180 0 0.0% Q1 2026 May 06, 2026
True Wealth Design, LLC History No change 58 2 0.0% 0.0% 184 0 0.0% Q1 2026 Apr 13, 2026
Torren Management, LLC History No change 43 2 0.0% 0.0% 186 0 0.0% Q1 2026 Apr 30, 2026
FJ Capital Management LLC History Closed out 0 0 0.48% -92,492 -100.0% Q1 2026 May 15, 2026
Jain Global LLC History Closed out 0 0 0.02% -76,273 -100.0% Q1 2026 May 15, 2026
Assenagon Asset Management S.A. History Closed out 0 0 0.0% -23,760 -100.0% Q1 2026 Apr 20, 2026
DENALI ADVISORS LLC History Closed out 0 0 0.12% -23,600 -100.0% Q1 2026 May 08, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Closed out 0 0 0.42% -19,581 -100.0% Q1 2026 Apr 23, 2026
Man Group plc History Closed out 0 0 0.0% -6,199 -100.0% Q1 2026 May 15, 2026
State of Tennessee, Department of Treasury History Closed out 0 0 0.0% -3,300 -100.0% Q1 2026 May 15, 2026
Manchester Capital Management LLC History Closed out 0 0 0.01% -1,300 -100.0% Q1 2026 May 11, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -952 -100.0% Q1 2026 May 08, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.0% -334 -100.0% Q1 2026 May 15, 2026
HARBOR CAPITAL ADVISORS, INC. History Closed out 0 0 0.0% -285 -100.0% Q1 2026 Apr 28, 2026
Eurizon Capital SGR S.p.A. History Closed out 0 0 0.0% -87 -100.0% Q1 2026 May 08, 2026
SIMPLEX TRADING, LLC History Reduced 8 0 0.0% -39 -82.98% Q1 2026 May 14, 2026
Vanguard National Trust Co History New 15 0 +15 New Q1 2026 May 08, 2026
Covestor Ltd History Added to 8 0 +5 166.67% Q1 2026 May 05, 2026
Caitong International Asset Management Co., Ltd History New 5 0 +5 New Q1 2026 May 11, 2026
Stone House Investment Management, LLC History New 3 0 +3 New Q1 2026 Apr 22, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 2 0 +2 New Q1 2026 May 08, 2026
JFS WEALTH ADVISORS, LLC History No change 2 0 0 0.0% Q1 2026 Apr 20, 2026
Sunbelt Securities, Inc. History No change 14 0 0 0.0% Q1 2026 May 15, 2026
SJS Investment Consulting Inc. History No change 1 0 0 0.0% Q1 2026 Apr 23, 2026
Hughes Financial Services, LLC History No change 13 0 0 0.0% Q1 2026 Apr 29, 2026