Triumph Financial, Inc. - TFIN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 3,307,986 | 197,354 | 0.0% | 0.0% | 1 | -7,262 | -0.22% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 2,031,008 | 127,202 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 1,964,575 | 117,206 | 0.34% | 0.35% | 3 | -143,700 | -6.82% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 1,452,113 | 86,633 | 0.0% | 0.0% | 4 | +131,046 | 9.92% | Q1 2026 | May 15, 2026 |
| AltraVue Capital, LLC | History | Reduced | 1,431,717 | 85,416 | 7.36% | 7.82% | 5 | -84,160 | -5.55% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,339,376 | 79,907 | 0.15% | 0.15% | 6 | -37,479 | -2.72% | Q1 2026 | May 01, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 832,146 | 49,641 | 0.01% | 0.01% | 7 | +3,530 | 0.43% | Q1 2026 | May 07, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 763,216 | 45,533 | 0.15% | 0.17% | 8 | -48,264 | -5.95% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 646,505 | 38,570 | 0.01% | 0.01% | 9 | +9,712 | 1.53% | Q1 2026 | May 15, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 644,777 | 38,467 | 0.4% | 0.5% | 10 | -107,120 | -14.25% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 546,859 | 32,632 | 0.0% | 0.0% | 11 | +14,181 | 2.66% | Q1 2026 | May 15, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Added to | 538,827 | 32,146 | 0.2% | 0.14% | 12 | +98,932 | 22.49% | Q1 2026 | May 07, 2026 |
| Ranger Investment Management, L.P. | History | Added to | 523,251 | 31,217 | 2.26% | 1.51% | 13 | +170,871 | 48.49% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 478,451 | 28,544 | 0.01% | 0.02% | 14 | -238,516 | -33.27% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 460,088 | 27,448 | 0.0% | 0.0% | 15 | +53,399 | 13.13% | Q1 2026 | May 15, 2026 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | History | Added to | 354,002 | 21,119 | 5.03% | 5.88% | 16 | +13,841 | 4.07% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 336,413 | 20,070 | 0.0% | 0.0% | 17 | +85,741 | 34.2% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 291,208 | 17,373 | 0.0% | 0.0% | 18 | +1,781 | 0.62% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 269,765 | 16,094 | 0.0% | 0.0% | 19 | +167,235 | 163.11% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 268,297 | 16,006 | 0.0% | 0.0% | 20 | +138,446 | 106.62% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 238,200 | 14,211 | 0.0% | 0.0% | 21 | +12,068 | 5.34% | Q1 2026 | May 14, 2026 |
| Luxor Capital Group, LP | History | Reduced | 232,299 | 13,858 | 0.97% | 3.55% | 22 | -507,659 | -68.61% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 194,949 | 11,630 | 0.0% | 0.0% | 23 | -30,779 | -13.64% | Q1 2026 | May 11, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 179,922 | 10,734 | 0.4% | 0.38% | 24 | -17,686 | -8.95% | Q1 2026 | Apr 23, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 173,645 | 10,359 | 0.01% | 0.01% | 25 | -71,815 | -29.26% | Q1 2026 | May 14, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 154,299 | 9,205 | 0.04% | 0.04% | 26 | -8,169 | -5.03% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 153,075 | 9,132 | 0.01% | 0.01% | 27 | +41,836 | 37.61% | Q1 2026 | May 08, 2026 |
| Brevan Howard Capital Management LP | History | New | 150,000 | 8,949 | 0.08% | — | 28 | +150,000 | New | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | No change | 132,714 | 7,917 | 0.72% | 0.72% | 29 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 127,721 | 7,619 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NFC Investments, LLC | History | Added to | 127,533 | 7,609 | 2.12% | 2.25% | 31 | +375 | 0.29% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 122,213 | 7,291 | 0.0% | 0.0% | 32 | -4,788 | -3.77% | Q1 2026 | May 05, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | Added to | 117,500 | 7,010 | 4.2% | 0.4% | 33 | +106,003 | 922.01% | Q1 2026 | May 15, 2026 |
| BANC FUNDS CO LLC | History | No change | 117,136 | 6,988 | 1.3% | 1.45% | 34 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Added to | 117,512 | 6,645 | 0.02% | 0.01% | 35 | +27,852 | 31.06% | Q1 2026 | May 07, 2026 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | History | Added to | 110,659 | 6,601 | 2.4% | 2.17% | 36 | +20,967 | 23.38% | Q1 2026 | May 15, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | History | New | 110,527 | 6,594 | 1.91% | — | 37 | +110,527 | New | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 110,172 | 6,572 | 0.0% | 0.0% | 38 | +2,402 | 2.23% | Q1 2026 | May 04, 2026 |
| ArrowMark Colorado Holdings LLC | History | Added to | 107,836 | 6,433 | 0.17% | 0.07% | 39 | +57,522 | 114.33% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 106,319 | 6,342 | 0.0% | 0.0% | 40 | -2,798 | -2.56% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Added to | 104,369 | 6,226 | 0.0% | 0.0% | 41 | +33,014 | 46.27% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 103,134 | 6,152 | 0.0% | 0.0% | 42 | +65,406 | 173.36% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 97,819 | 5,835 | 0.08% | — | 44 | +97,819 | New | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 97,815 | 5,835 | 0.01% | 0.01% | 43 | -12,015 | -10.94% | Q1 2026 | May 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 93,615 | 5,585 | 0.02% | 0.03% | 45 | -33,131 | -26.14% | Q1 2026 | May 15, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 89,525 | 5,341 | 3.23% | 3.07% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 88,803 | 5,297 | 0.0% | 0.0% | 47 | +41,658 | 88.36% | Q1 2026 | May 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 80,912 | 4,827 | 0.02% | 0.02% | 48 | +2,771 | 3.55% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Added to | 71,802 | 4,283 | 0.0% | 0.0% | 49 | +4,322 | 6.4% | Q1 2026 | May 12, 2026 |
| Sippican Capital Advisors | History | Reduced | 70,423 | 4,201 | 2.87% | 2.94% | 50 | -2,525 | -3.46% | Q1 2026 | Apr 23, 2026 |
| Hodges Capital Management Inc. | History | Added to | 68,965 | 4,114 | 0.34% | 0.33% | 51 | +6,850 | 11.03% | Q1 2026 | Apr 28, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 63,211 | 3,771 | 0.0% | 0.0% | 52 | +1,171 | 1.89% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 61,529 | 3,671 | 0.0% | 0.0% | 53 | +20,180 | 48.8% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 58,333 | 3,480 | 0.0% | 0.01% | 54 | +144 | 0.25% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 57,972 | 3,458 | 0.0% | 0.0% | 55 | +2,114 | 3.78% | Q1 2026 | May 06, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 57,523 | 3,432 | 0.01% | 0.01% | 56 | +3,490 | 6.46% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 53,807 | 3,369 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Womack Financial LLC | History | Added to | 51,755 | 3,087 | 2.27% | 2.24% | 58 | +3,336 | 6.89% | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | Reduced | 50,299 | 2,999 | 0.0% | 0.0% | 59 | -6,865 | -12.01% | Q1 2026 | May 08, 2026 |
| Nuveen, LLC | History | Added to | 49,764 | 2,968 | 0.0% | 0.0% | 60 | +2,373 | 5.01% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Added to | 44,554 | 2,658 | 0.0% | 0.0% | 61 | +1,520 | 3.53% | Q1 2026 | May 06, 2026 |
| Swiss National Bank | History | No change | 44,500 | 2,654 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 41,557 | 2,479 | 0.44% | 0.5% | 63 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 40,505 | 2,416 | 0.0% | — | 64 | +40,505 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 40,200 | 2,398 | 0.0% | 0.0% | 65 | +39,901 | 13344.82% | Q1 2026 | May 01, 2026 |
| Sovereign's Capital Management, LLC | History | Reduced | 39,740 | 2,371 | 1.74% | 1.57% | 66 | -1,601 | -3.87% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 39,587 | 2,361 | 0.0% | 0.0% | 67 | +277 | 0.7% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 39,408 | 2,351 | 0.0% | 0.0% | 68 | -34,208 | -46.47% | Q1 2026 | May 15, 2026 |
| PMC FIG Opportunities LLC | History | New | 37,988 | 2,266 | 3.48% | — | 69 | +37,988 | New | Q1 2026 | May 15, 2026 |
| Orchard Capital Management, LLC | History | No change | 34,821 | 2,077 | 2.17% | 1.89% | 70 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KBC Group NV | History | Added to | 33,224 | 1,982 | 0.0% | 0.0% | 71 | +32,403 | 3946.77% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 32,798 | 1,956 | 0.0% | 0.0% | 72 | -7,502 | -18.62% | Q1 2026 | May 12, 2026 |
| Empirical Capital Management, LLC | History | Added to | 30,450 | 1,817 | 1.09% | 0.85% | 73 | +9,725 | 46.92% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 30,170 | 1,799 | 0.0% | — | 74 | +30,170 | New | Q1 2026 | May 11, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 29,672 | 1,770 | 0.01% | 0.01% | 75 | -658 | -2.17% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 29,126 | 1,737 | 0.0% | 0.0% | 76 | -13,977 | -32.43% | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 28,697 | 1,713 | 0.0% | 0.0% | 77 | +3,809 | 15.3% | Q1 2026 | May 15, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 28,381 | 1,693 | 0.09% | 0.07% | 78 | +6,493 | 29.66% | Q1 2026 | Apr 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 25,932 | 1,624 | 0.0% | 0.0% | 79 | +6 | 0.02% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 25,823 | 1,540 | 0.0% | 0.0% | 80 | +1,535 | 6.32% | Q1 2026 | May 12, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 24,900 | 1,485 | 0.01% | 0.01% | 81 | +722 | 2.99% | Q1 2026 | May 07, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 24,764 | 1,477 | 0.01% | 0.0% | 82 | +9,764 | 65.09% | Q1 2026 | May 13, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 24,411 | 1,456 | 0.0% | 0.01% | 83 | -5,300 | -17.84% | Q1 2026 | May 13, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 24,000 | 1,431 | 1.4% | 1.39% | 84 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 23,557 | 1,405 | 0.05% | — | 85 | +23,557 | New | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 23,485 | 1,401 | 0.0% | 0.0% | 86 | +2,140 | 10.03% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 21,047 | 1,255 | 0.0% | 0.0% | 87 | -1,487 | -6.6% | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | Reduced | 20,235 | 1,207 | 0.12% | 0.17% | 88 | -2,875 | -12.44% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Added to | 19,296 | 1,151 | 0.03% | 0.03% | 89 | +539 | 2.87% | Q1 2026 | May 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 18,393 | 1,099 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 19,402 | 1,097 | 0.0% | 0.0% | 91 | +1,359 | 7.53% | Q1 2026 | May 13, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 17,600 | 1,050 | 0.23% | 0.25% | 92 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vident Advisory, LLC | History | New | 16,746 | 999 | 0.01% | — | 93 | +16,746 | New | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 16,181 | 965 | 0.0% | 0.0% | 94 | +8,519 | 111.19% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 16,043 | 957 | 0.0% | 0.01% | 95 | -77,510 | -82.85% | Q1 2026 | Apr 16, 2026 |
| Cetera Investment Advisers | History | Added to | 14,423 | 860 | 0.0% | 0.0% | 96 | +652 | 4.73% | Q1 2026 | May 13, 2026 |
| Persistent Asset Partners Ltd | History | New | 14,193 | 846 | 0.32% | — | 97 | +14,193 | New | Q1 2026 | May 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 13,708 | 817 | 0.0% | 0.0% | 98 | -95 | -0.69% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 12,990 | 774 | 0.0% | 0.0% | 99 | -30,806 | -70.34% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 12,374 | 738 | 0.05% | — | 100 | +12,374 | New | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 12,368 | 737 | 0.0% | 0.0% | 101 | +1,871 | 17.82% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 12,290 | 733 | 0.0% | 0.0% | 102 | -96 | -0.78% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 11,695 | 685 | 0.0% | 0.0% | 103 | +651 | 5.89% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 11,319 | 675 | 0.01% | 0.01% | 104 | +397 | 3.63% | Q1 2026 | May 05, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 11,224 | 669 | 0.01% | 0.01% | 105 | -270 | -2.35% | Q1 2026 | Apr 20, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 11,139 | 664 | 0.0% | 0.0% | 106 | -1,247 | -10.07% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 10,668 | 636 | 0.0% | 0.0% | 107 | +164 | 1.56% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 10,269 | 613 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 10,000 | 596 | 0.01% | 0.01% | 109 | -300 | -2.91% | Q1 2026 | Apr 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 9,281 | 553 | 0.0% | 0.0% | 110 | -235 | -2.47% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 9,000 | 531 | 0.0% | 0.0% | 111 | -14,525 | -61.74% | Q1 2026 | Apr 30, 2026 |
| Commerce Advisors, LLC | History | New | 8,225 | 490 | 0.41% | — | 112 | +8,225 | New | Q1 2026 | May 12, 2026 |
| TORONTO DOMINION BANK | History | New | 7,957 | 474 | 0.0% | — | 113 | +7,957 | New | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 7,871 | 469 | 0.0% | 0.0% | 114 | +3,454 | 78.2% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Added to | 7,721 | 460 | 0.01% | 0.01% | 115 | +2,687 | 53.38% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 7,567 | 451 | 0.0% | 0.0% | 116 | -3,222 | -29.86% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 7,123 | 424 | 0.0% | 0.0% | 117 | -816 | -10.28% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,511 | 388 | 0.0% | 0.0% | 118 | -45 | -0.69% | Q1 2026 | May 08, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 6,432 | 383 | 0.0% | 0.0% | 119 | -7,568 | -54.06% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Reduced | 6,429 | 383 | 0.01% | 0.02% | 120 | -241 | -3.61% | Q1 2026 | Apr 29, 2026 |
| NATIXIS | History | New | 6,250 | 372 | 0.0% | — | 121 | +6,250 | New | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Reduced | 6,205 | 370 | 0.0% | 0.0% | 122 | -173 | -2.71% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,206 | 370 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,193 | 369 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 6,157 | 367 | 0.05% | 0.05% | 125 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 6,033 | 359 | 0.0% | 0.0% | 126 | -17 | -0.28% | Q1 2026 | Apr 24, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 5,675 | 339 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 5,590 | 333 | 0.0% | 0.0% | 128 | +1 | 0.02% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Reduced | 5,412 | 322 | 0.0% | 0.0% | 129 | -2,991 | -35.59% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 5,296 | 315 | 0.0% | 0.0% | 130 | -752 | -12.43% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Reduced | 5,230 | 312 | 0.0% | 0.0% | 131 | -646 | -10.99% | Q1 2026 | May 05, 2026 |
| Gibbs Wealth Management | History | New | 5,222 | 311 | 0.04% | — | 132 | +5,222 | New | Q1 2026 | May 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 5,173 | 308 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 5,149 | 307 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,014 | 299 | 0.0% | 0.0% | 135 | -46 | -0.91% | Q1 2026 | May 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,800 | 286 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 4,739 | 282 | 0.0% | 0.0% | 137 | -2,675 | -36.08% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,723 | 282 | 0.0% | 0.0% | 138 | -100 | -2.07% | Q1 2026 | Apr 30, 2026 |
| Handelsbanken Fonder AB | History | No change | 4,700 | 280 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 4,670 | 279 | 0.0% | 0.0% | 140 | -751 | -13.85% | Q1 2026 | Apr 27, 2026 |
| Linden Thomas Advisory Services, LLC | History | New | 4,659 | 277 | 0.03% | — | 141 | +4,659 | New | Q1 2026 | Apr 10, 2026 |
| FRANKLIN RESOURCES INC | History | New | 4,080 | 243 | 0.0% | — | 142 | +4,080 | New | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 3,991 | 238 | 0.0% | 0.0% | 143 | -146 | -3.53% | Q1 2026 | May 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,998 | 238 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,888 | 232 | 0.0% | 0.0% | 145 | +146 | 3.9% | Q1 2026 | Apr 22, 2026 |
| Red Door Wealth Management, LLC | History | No change | 3,725 | 222 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 3,697 | 220 | 0.0% | 0.0% | 147 | +469 | 14.53% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 3,671 | 219 | 0.0% | 0.01% | 148 | -1,120 | -23.38% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 3,661 | 218 | 0.0% | 0.0% | 149 | +2,139 | 140.54% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 3,572 | 213 | 0.0% | 0.0% | 150 | -393 | -9.91% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 3,532 | 210 | 0.0% | 0.0% | 151 | -882 | -19.98% | Q1 2026 | Apr 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 3,458 | 206 | 0.0% | 0.0% | 152 | -41 | -1.17% | Q1 2026 | Apr 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,863 | 171 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,738 | 163 | 0.0% | 0.0% | 154 | -3 | -0.11% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,897 | 113 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,724 | 102 | 0.0% | 0.0% | 156 | +794 | 85.38% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,686 | 100 | 0.0% | 0.0% | 157 | -261 | -13.41% | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | New | 1,533 | 91 | 0.0% | — | 158 | +1,533 | New | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,480 | 88 | 0.0% | 0.0% | 159 | +1,165 | 369.84% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | Reduced | 1,207 | 72 | 0.0% | 0.01% | 160 | -3,776 | -75.78% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 750 | 44 | 0.0% | 0.0% | 161 | -13,150 | -94.6% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 689 | 41 | 0.0% | 0.0% | 162 | +18 | 2.68% | Q1 2026 | May 11, 2026 |
| AlphaQuest LLC | History | No change | 523 | 32 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sterling Capital Management LLC | History | Reduced | 481 | 28 | 0.0% | 0.0% | 164 | -307 | -38.96% | Q1 2026 | Apr 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 433 | 26 | 0.0% | 0.0% | 166 | -58 | -11.81% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Added to | 448 | 26 | 0.0% | 0.0% | 165 | +25 | 5.91% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 433 | 25 | 0.0% | 0.0% | 167 | -119 | -21.56% | Q1 2026 | Apr 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 409 | 24 | 0.0% | 0.0% | 168 | +245 | 149.39% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 345 | 20 | 0.0% | 0.0% | 169 | +308 | 832.43% | Q1 2026 | Apr 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 322 | 19 | 0.0% | 0.0% | 170 | +62 | 23.85% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 285 | 17 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | No change | 272 | 16 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 258 | 15 | 0.0% | 0.0% | 173 | +89 | 52.66% | Q1 2026 | May 01, 2026 |
| SIGNATUREFD, LLC | History | No change | 243 | 14 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| UMB Bank, n.a. | History | Added to | 208 | 12 | 0.0% | 0.0% | 175 | +12 | 6.12% | Q1 2026 | May 11, 2026 |
| Park Place Capital Corp | History | New | 200 | 11 | 0.0% | — | 178 | +200 | New | Q1 2026 | Apr 09, 2026 |
| BESSEMER GROUP INC | History | No change | 174 | 11 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Quent Capital, LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | New | 182 | 10 | 0.0% | — | 179 | +182 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 161 | 8 | 0.0% | 0.0% | 180 | +100 | 163.93% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 145 | 8 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 132 | 7 | 0.0% | 0.0% | 182 | -2,645 | -95.25% | Q1 2026 | May 08, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 125 | 7 | 0.01% | — | 183 | +125 | New | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 105 | 6 | 0.0% | — | 185 | +105 | New | Q1 2026 | Apr 23, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 105 | 6 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 96 | 5 | 0.0% | 0.0% | 187 | -52 | -35.14% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 84 | 5 | 0.0% | 0.0% | 186 | +6 | 7.69% | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | No change | 78 | 4 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 57 | 3 | 0.0% | 0.0% | 190 | -201 | -77.91% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | New | 65 | 3 | 0.0% | — | 192 | +65 | New | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 65 | 3 | 0.0% | 0.0% | 191 | -31 | -32.29% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 59 | 3 | 0.0% | 0.0% | 189 | +1 | 1.72% | Q1 2026 | May 13, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 42 | 2 | 0.0% | 0.0% | 197 | -22 | -34.38% | Q1 2026 | Apr 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 36 | 2 | 0.0% | 0.0% | 194 | -5 | -12.2% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 41 | 2 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 36 | 2 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Reduced | 33 | 1 | 0.0% | 0.0% | 199 | -40 | -54.79% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 22 | 1 | 0.0% | — | 198 | +18 | 450.0% | Q1 2026 | Apr 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 18 | 1 | 0.0% | — | 200 | +18 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57,999 | -100.0% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -20,278 | -100.0% | Q1 2026 | May 14, 2026 |
| JCSD Capital, LLC | History | Closed out | 0 | 0 | — | 1.37% | — | -18,600 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Curi Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,311 | -100.0% | Q1 2026 | May 15, 2026 |
| Laurion Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -13,404 | -100.0% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,636 | -100.0% | Q1 2026 | May 11, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,544 | -100.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,274 | -100.0% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,574 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,409 | -100.0% | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,380 | -100.0% | Q1 2026 | Apr 24, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,384 | -100.0% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,314 | -100.0% | Q1 2026 | May 12, 2026 |
| Maryland State Retirement & Pension System | History | Closed out | 0 | 0 | — | 0.0% | — | -3,288 | -100.0% | Q1 2026 | May 04, 2026 |
| Portside Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,246 | -100.0% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -288 | -100.0% | Q1 2026 | May 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -190 | -100.0% | Q1 2026 | May 08, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | Jun 02, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | May 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q1 2026 | Apr 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 14 | 0 | — | 0.0% | — | -2 | -12.5% | Q1 2026 | Apr 23, 2026 |
| Essential Partners LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 21, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| FEDERATED HERMES, INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Covestor Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| True Wealth Design, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |