TOMPKINS FINANCIAL CORP - TMP
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 | 2,002,333 | 157,863 | 0.0% | 0.0% | 1 | -12,588 | -0.62% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 1,385,961 | 100,509 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Reduced | 1,186,354 | 93,532 | 0.0% | 0.0% | 3 | -3,052 | -0.26% | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 1,119,343 | 88,249 | 7.03% | 6.41% | 4 | -16,716 | -1.47% | Q1 2026 | Apr 09, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 753,999 | 59,445 | 0.0% | — | 5 | +753,999 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 587,466 | 46,314 | 0.01% | 0.01% | 6 | -7,708 | -1.3% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 565,937 | 44,618 | 0.0% | — | 7 | +565,937 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 348,313 | 27,464 | 0.0% | 0.0% | 8 | +31,706 | 10.01% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 307,342 | 24,230 | 0.01% | 0.01% | 9 | +71,110 | 30.1% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 167,191 | 13,181 | 0.0% | 0.0% | 10 | +2,402 | 1.46% | Q1 2026 | May 15, 2026 |
| Rhino Investment Partners, Inc | History | Added to | 166,941 | 13,161 | 3.66% | 1.82% | 11 | +78,391 | 88.53% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 137,163 | 10,813 | 0.0% | 0.0% | 12 | +4,480 | 3.38% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 126,151 | 9,945 | 0.0% | 0.0% | 13 | +3,799 | 3.1% | Q1 2026 | May 15, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 121,828 | 9,604 | 2.82% | 2.58% | 14 | -1,133 | -0.92% | Q1 2026 | Apr 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 119,183 | 9,396 | 0.0% | 0.0% | 15 | -2,939 | -2.41% | Q1 2026 | May 05, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 113,570 | 8,953 | 0.01% | 0.01% | 16 | +53,570 | 89.28% | Q1 2026 | May 15, 2026 |
| Hillsdale Investment Management Inc. | History | New | 93,100 | 7,340 | 0.2% | — | 17 | +93,100 | New | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 92,410 | 7,285 | 0.0% | 0.0% | 18 | -10,481 | -10.19% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 84,641 | 6,673 | 0.01% | 0.01% | 19 | -568 | -0.67% | Q1 2026 | Apr 24, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 81,147 | 6,397 | 0.0% | — | 20 | +81,147 | New | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Reduced | 76,371 | 6,021 | 0.0% | 0.0% | 21 | -6,123 | -7.42% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 75,575 | 5,958 | 0.0% | 0.0% | 22 | +6,647 | 9.64% | Q1 2026 | May 15, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Reduced | 68,792 | 5,423 | 0.72% | 0.81% | 23 | -14,551 | -17.46% | Q1 2026 | May 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 61,392 | 4,840 | 0.0% | 0.0% | 24 | +831 | 1.37% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 57,050 | 4,497 | 0.0% | 0.0% | 25 | +9,684 | 20.45% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 48,442 | 3,819 | 0.0% | 0.0% | 26 | +5,225 | 12.09% | Q1 2026 | May 05, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 45,194 | 3,563 | 0.01% | 0.01% | 27 | +1,184 | 2.69% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 45,895 | 3,532 | 0.0% | 0.0% | 28 | -12,322 | -21.17% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 44,251 | 3,488 | 0.0% | 0.0% | 29 | +2,397 | 5.73% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 36,972 | 2,914 | 0.0% | 0.0% | 30 | +451 | 1.23% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 36,417 | 2,871 | 0.0% | 0.0% | 31 | +9,249 | 34.04% | Q1 2026 | Apr 16, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 36,400 | 2,870 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 33,131 | 2,612 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Added to | 30,531 | 2,407 | 0.0% | 0.0% | 34 | +192 | 0.63% | Q1 2026 | Apr 30, 2026 |
| Legal & General Group Plc | History | Reduced | 29,063 | 2,291 | 0.0% | 0.0% | 35 | -2,438 | -7.74% | Q1 2026 | May 08, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | New | 28,334 | 2,233 | 0.04% | — | 36 | +28,334 | New | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 26,475 | 2,127 | 0.0% | 0.0% | 37 | -4,922 | -15.68% | Q1 2026 | Apr 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 25,872 | 2,039 | 0.0% | 0.0% | 38 | -16,141 | -38.42% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 25,322 | 1,996 | 0.0% | 0.0% | 39 | +273 | 1.09% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 24,594 | 1,938 | 0.0% | 0.0% | 40 | +15,116 | 159.49% | Q1 2026 | May 15, 2026 |
| Cardinal Capital Management | History | Added to | 24,516 | 1,932 | 0.25% | 0.22% | 41 | +1,097 | 4.68% | Q1 2026 | Apr 08, 2026 |
| Swiss National Bank | History | No change | 24,200 | 1,907 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 24,083 | 1,899 | 0.0% | 0.0% | 43 | +5,110 | 26.93% | Q1 2026 | May 15, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 23,439 | 1,847 | 0.08% | 0.07% | 44 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 22,879 | 1,803 | 0.01% | 0.01% | 45 | +1,366 | 6.35% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 20,434 | 1,611 | 0.0% | — | 46 | +20,434 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,754 | 1,557 | 0.0% | 0.0% | 47 | +3,676 | 22.86% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 19,447 | 1,533 | 0.01% | 0.0% | 48 | +2,723 | 16.28% | Q1 2026 | Apr 30, 2026 |
| WINTON GROUP Ltd | History | Reduced | 18,270 | 1,440 | 0.05% | 0.05% | 49 | -993 | -5.15% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 17,861 | 1,408 | 0.01% | — | 50 | +17,861 | New | Q1 2026 | Apr 14, 2026 |
| Creative Planning | History | Reduced | 17,427 | 1,373 | 0.0% | 0.0% | 51 | -348 | -1.96% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 17,860 | 1,295 | 0.0% | 0.0% | 52 | -4,160 | -18.89% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 15,976 | 1,259 | 0.0% | 0.0% | 53 | -3,016 | -15.88% | Q1 2026 | May 01, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 15,866 | 1,250 | 0.01% | 0.02% | 54 | -8,790 | -35.65% | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 15,767 | 1,243 | 0.0% | 0.0% | 55 | +1,876 | 13.51% | Q1 2026 | May 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 13,235 | 1,043 | 0.0% | 0.0% | 56 | +1,450 | 12.3% | Q1 2026 | May 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 13,200 | 1,040 | 0.0% | 0.0% | 57 | +3,767 | 39.93% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 12,997 | 1,025 | 0.0% | 0.0% | 58 | -5,880 | -31.15% | Q1 2026 | Apr 27, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 12,875 | 1,015 | 0.0% | 0.0% | 59 | -3,381 | -20.8% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 11,697 | 978 | 0.02% | 0.02% | 60 | +133 | 1.15% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 11,713 | 923 | 0.0% | 0.0% | 61 | -22,324 | -65.59% | Q1 2026 | May 15, 2026 |
| Rise Advisors, LLC | History | Reduced | 11,630 | 919 | 0.32% | 0.34% | 62 | -1,499 | -11.42% | Q1 2026 | Apr 03, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 11,645 | 915 | 0.0% | 0.0% | 63 | -913 | -7.27% | Q1 2026 | May 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 11,547 | 910 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 11,268 | 888 | 0.0% | 0.0% | 65 | -101 | -0.89% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 11,146 | 878 | 0.0% | 0.0% | 66 | +4,101 | 58.21% | Q1 2026 | May 14, 2026 |
| BAILARD, INC. | History | Reduced | 11,000 | 867 | 0.02% | 0.02% | 67 | -1,300 | -10.57% | Q1 2026 | May 11, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 10,988 | 866 | 0.01% | 0.01% | 68 | +1,621 | 17.31% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,940 | 862 | 0.0% | — | 69 | +10,940 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 11,800 | 855 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EJF Capital LP | History | Reduced | 10,710 | 844 | 0.59% | 1.03% | 71 | -14,290 | -57.16% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 10,605 | 836 | 0.0% | 0.0% | 72 | +239 | 2.31% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 9,668 | 762 | 0.0% | 0.0% | 73 | +97 | 1.01% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Added to | 9,356 | 737 | 0.01% | 0.01% | 74 | +877 | 10.34% | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 9,300 | 733 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 9,061 | 714 | 0.0% | — | 76 | +9,061 | New | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 9,053 | 713 | 0.0% | 0.0% | 77 | +524 | 6.14% | Q1 2026 | May 11, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 8,841 | 697 | 0.03% | 0.03% | 78 | -1,925 | -17.88% | Q1 2026 | Apr 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 8,733 | 688 | 0.0% | 0.0% | 79 | +3,376 | 63.02% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,668 | 683 | 0.0% | 0.0% | 80 | +8,642 | 33238.46% | Q1 2026 | May 01, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 8,280 | 652 | 0.18% | 0.19% | 81 | -1,000 | -10.78% | Q1 2026 | Apr 16, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 8,099 | 638 | 0.0% | — | 82 | +8,099 | New | Q1 2026 | May 08, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 8,090 | 637 | 0.0% | 0.0% | 83 | -905 | -10.06% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 7,661 | 603 | 0.0% | 0.0% | 84 | -80 | -1.03% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 7,607 | 599 | 0.0% | 0.0% | 85 | -9,864 | -56.46% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 7,609 | 599 | 0.0% | 0.0% | 86 | -1,187 | -13.49% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 7,596 | 598 | 0.0% | 0.0% | 87 | +1,554 | 25.72% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 7,505 | 592 | 0.0% | 0.0% | 88 | -4,728 | -38.65% | Q1 2026 | May 15, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 7,461 | 588 | 0.02% | 0.02% | 89 | -764 | -9.29% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 7,426 | 585 | 0.01% | 0.01% | 90 | -765 | -9.34% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,201 | 567 | 0.0% | 0.0% | 91 | +313 | 4.54% | Q1 2026 | May 15, 2026 |
| Reynders McVeigh Capital Management, LLC | History | New | 7,018 | 553 | 0.03% | — | 92 | +7,018 | New | Q1 2026 | Apr 27, 2026 |
| Man Group plc | History | Reduced | 6,868 | 541 | 0.0% | 0.0% | 93 | -11,295 | -62.19% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 6,814 | 536 | 0.01% | 0.01% | 94 | -234 | -3.32% | Q1 2026 | Apr 20, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 6,750 | 532 | 0.01% | 0.01% | 95 | +279 | 4.31% | Q1 2026 | May 05, 2026 |
| ALPS ADVISORS INC | History | New | 6,690 | 527 | 0.0% | — | 96 | +6,690 | New | Q1 2026 | May 08, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 6,435 | 507 | 0.0% | 0.0% | 97 | +217 | 3.49% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 6,305 | 497 | 0.0% | 0.0% | 98 | +9 | 0.14% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 6,309 | 496 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 6,210 | 489 | 0.0% | — | 100 | +6,210 | New | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 5,960 | 469 | 0.0% | 0.0% | 101 | +1,785 | 42.75% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 5,698 | 449 | 0.0% | 0.0% | 102 | -112 | -1.93% | Q1 2026 | Apr 27, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 5,600 | 441 | 0.01% | 0.01% | 103 | -200 | -3.45% | Q1 2026 | Apr 20, 2026 |
| BARCLAYS PLC | History | Reduced | 5,578 | 439 | 0.0% | 0.0% | 104 | -18,164 | -76.51% | Q1 2026 | May 14, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Reduced | 5,380 | 424 | 0.04% | 0.03% | 105 | -250 | -4.44% | Q1 2026 | May 05, 2026 |
| Vanguard Global Advisers, LLC | History | New | 5,152 | 406 | 0.0% | — | 107 | +5,152 | New | Q1 2026 | May 08, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 4,827 | 406 | 0.02% | 0.02% | 106 | -203 | -4.04% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 5,105 | 402 | 0.01% | 0.01% | 108 | +500 | 10.86% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 5,095 | 401 | 0.0% | 0.0% | 109 | -11,768 | -69.79% | Q1 2026 | May 15, 2026 |
| Strategic Financial Services, Inc. | History | No change | 5,095 | 401 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 4,736 | 373 | 0.04% | 0.03% | 111 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 4,717 | 371 | 0.0% | 0.0% | 112 | -700 | -12.92% | Q1 2026 | May 06, 2026 |
| BOURNE LENT ASSET MANAGEMENT INC | History | No change | 4,684 | 369 | 0.14% | 0.11% | 113 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EntryPoint Capital, LLC | History | No change | 4,642 | 365 | 0.11% | 0.13% | 114 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 4,487 | 353 | 0.0% | 0.0% | 115 | +387 | 9.44% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,453 | 351 | 0.0% | 0.0% | 116 | +9 | 0.2% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | New | 4,400 | 346 | 0.0% | — | 117 | +4,400 | New | Q1 2026 | Apr 24, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 4,307 | 339 | 0.0% | 0.0% | 118 | +353 | 8.93% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 4,245 | 334 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 4,212 | 332 | 0.0% | 0.0% | 120 | +1,049 | 33.16% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | New | 4,133 | 325 | 0.0% | — | 121 | +4,133 | New | Q1 2026 | May 05, 2026 |
| Sterling Capital Management LLC | History | Added to | 3,987 | 314 | 0.01% | 0.0% | 122 | +3,210 | 413.13% | Q1 2026 | Apr 22, 2026 |
| Quadrature Capital Ltd | History | New | 3,814 | 300 | 0.0% | — | 123 | +3,814 | New | Q1 2026 | May 15, 2026 |
| LVW Advisors, LLC | History | No change | 3,781 | 298 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,732 | 294 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,660 | 289 | 0.0% | 0.0% | 126 | -107 | -2.84% | Q1 2026 | May 08, 2026 |
| Heritage Investment Group, Inc. | History | No change | 3,629 | 286 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 3,620 | 285 | 0.0% | — | 128 | +3,620 | New | Q1 2026 | May 15, 2026 |
| Community Bank, N.A. | History | No change | 3,500 | 275 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BURNS J W & CO INC/NY | History | No change | 3,455 | 272 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Arizona State Retirement System | History | Reduced | 3,384 | 266 | 0.0% | 0.0% | 131 | -51 | -1.48% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 3,356 | 264 | 0.0% | 0.0% | 132 | -60 | -1.76% | Q1 2026 | Apr 24, 2026 |
| Voleon Capital Management LP | History | New | 3,276 | 258 | 0.01% | — | 133 | +3,276 | New | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 3,163 | 250 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | Reduced | 3,143 | 247 | 0.0% | 0.0% | 135 | -1,983 | -38.69% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 3,122 | 246 | 0.0% | 0.0% | 136 | -22 | -0.7% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Added to | 3,113 | 245 | 0.0% | 0.0% | 137 | +996 | 47.05% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 3,092 | 243 | 0.0% | — | 138 | +3,092 | New | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 2,904 | 228 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cross Staff Investments Inc | History | No change | 2,840 | 223 | 0.11% | 0.11% | 140 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 2,652 | 209 | 0.0% | — | 141 | +2,652 | New | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 2,603 | 205 | 0.0% | 0.0% | 142 | +28 | 1.09% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 2,598 | 204 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 2,600 | 204 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | New | 2,577 | 203 | 0.1% | — | 145 | +2,577 | New | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 2,745 | 199 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 2,494 | 196 | 0.0% | — | 147 | +2,494 | New | Q1 2026 | May 08, 2026 |
| ESL Trust Services, LLC | History | No change | 2,461 | 194 | 0.04% | 0.03% | 148 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Eurizon Capital SGR S.p.A. | History | Reduced | 2,316 | 179 | 0.0% | 0.0% | 149 | -39 | -1.66% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,926 | 151 | 0.0% | 0.0% | 150 | -1,115 | -36.67% | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,673 | 131 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,414 | 111 | 0.0% | 0.0% | 152 | +4 | 0.28% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Added to | 1,235 | 97 | 0.0% | 0.0% | 153 | +72 | 6.19% | Q1 2026 | Apr 06, 2026 |
| IFP Advisors, Inc | History | No change | 1,193 | 94 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EASTERN BANK | History | No change | 1,168 | 92 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| US BANCORP \DE\ | History | No change | 1,133 | 89 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,127 | 88 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,017 | 73 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 797 | 63 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 705 | 55 | 0.0% | 0.0% | 160 | +455 | 182.0% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | No change | 634 | 49 | 0.0% | 0.01% | 161 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 618 | 48 | 0.0% | 0.0% | 162 | +52 | 9.19% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 637 | 46 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 445 | 35 | 0.0% | 0.0% | 164 | +8 | 1.83% | Q1 2026 | Apr 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 374 | 30 | 0.0% | 0.0% | 165 | +65 | 21.04% | Q1 2026 | May 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 377 | 29 | 0.0% | 0.0% | 166 | +11 | 3.01% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 364 | 28 | 0.0% | 0.0% | 167 | +307 | 538.6% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 301 | 23 | 0.0% | 0.0% | 169 | +6 | 2.03% | Q1 2026 | May 11, 2026 |
| BARD ASSOCIATES INC | History | No change | 300 | 23 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 237 | 19 | 0.0% | 0.0% | 170 | +156 | 192.59% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 234 | 18 | 0.0% | 0.0% | 172 | +2 | 0.86% | Q1 2026 | May 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 234 | 18 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 196 | 15 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 200 | 15 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 188 | 14 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 200 | 14 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 176 | 13 | 0.0% | 0.0% | 177 | +45 | 34.35% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 146 | 11 | 0.0% | — | 178 | +146 | New | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | New | 125 | 9 | 0.0% | — | 179 | +125 | New | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 91 | 7 | 0.0% | 0.0% | 181 | -2 | -2.15% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | No change | 95 | 7 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Essential Partners LLC | History | Reduced | 83 | 6 | 0.0% | 0.0% | 183 | -14 | -14.43% | Q1 2026 | May 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 87 | 6 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Quarry LP | History | New | 68 | 5 | 0.0% | — | 185 | +68 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 67 | 5 | 0.0% | 0.0% | 184 | +3 | 4.69% | Q1 2026 | Apr 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 61 | 4 | 0.0% | 0.0% | 186 | +1 | 1.67% | Q1 2026 | May 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 58 | 4 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Private Wealth Management Group, LLC | History | No change | 56 | 4 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Arax Advisory Partners | History | Added to | 42 | 3 | 0.0% | 0.0% | 192 | +17 | 68.0% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 46 | 3 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | No change | 48 | 3 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 36 | 2 | 0.0% | — | 198 | +36 | New | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 34 | 2 | 0.0% | — | 194 | +27 | 385.71% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 38 | 2 | 0.0% | 0.0% | 195 | +4 | 11.76% | Q1 2026 | May 07, 2026 |
| UMB Bank, n.a. | History | No change | 30 | 2 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 28 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| True Wealth Design, LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | New | 20 | 1 | 0.0% | — | 202 | +20 | New | Q1 2026 | Apr 24, 2026 |
| Covestor Ltd | History | Reduced | 8 | 1 | 0.0% | 0.0% | 200 | -10 | -55.56% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 20 | 1 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -118,599 | -100.0% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,626 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -5,846 | -100.0% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,311 | -100.0% | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,032 | -100.0% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,940 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,623 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | May 01, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 6 | 0 | — | 0.0% | — | -15 | -71.43% | Q1 2026 | Apr 23, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 6 | 0 | — | 0.0% | — | -14 | -70.0% | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 06, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q1 2026 | Apr 07, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | Apr 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bare Financial Services, Inc | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |