UNITED FIRE GROUP INC - UFCS
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 | Added to | 3,448,065 | 127,785 | 0.0% | 0.0% | 1 | +21,090 | 0.62% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,489,968 | 55,218 | 0.01% | 0.01% | 2 | +12,329 | 0.83% | Q1 2026 | May 07, 2026 |
| VANGUARD GROUP INC | History | No change | 1,511,541 | 54,944 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 966,301 | 35,811 | 0.0% | — | 4 | +966,301 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 817,498 | 30,296 | 0.0% | 0.0% | 5 | +8,412 | 1.04% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 662,300 | 24,549 | 0.0% | 0.0% | 6 | +47,248 | 7.68% | Q1 2026 | May 15, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 612,396 | 22,695 | 0.52% | 0.53% | 7 | -1,477 | -0.24% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 567,083 | 21,016 | 0.01% | 0.01% | 8 | +102,850 | 22.15% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 532,702 | 19,741 | 0.0% | — | 9 | +532,702 | New | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 497,418 | 18,434 | 0.0% | 0.0% | 10 | -4,685 | -0.93% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 422,054 | 15,641 | 0.01% | 0.01% | 11 | +32,179 | 8.25% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 403,596 | 14,957 | 0.0% | 0.0% | 12 | +40,962 | 11.3% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 256,355 | 9,500 | 0.0% | 0.0% | 13 | -65,938 | -20.46% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Added to | 251,918 | 9,336 | 0.01% | 0.01% | 14 | +80,733 | 47.16% | Q1 2026 | May 11, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 247,009 | 9,154 | 0.09% | 0.09% | 15 | +11,084 | 4.7% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 215,026 | 7,968 | 0.0% | 0.0% | 16 | +10,860 | 5.32% | Q1 2026 | May 14, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 211,768 | 7,848 | 0.21% | 0.2% | 17 | +10,000 | 4.96% | Q1 2026 | May 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 203,450 | 7,539 | 0.0% | 0.0% | 18 | +1,647 | 0.82% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 187,787 | 6,959 | 0.02% | 0.02% | 19 | -4,645 | -2.41% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 180,323 | 6,682 | 0.0% | 0.0% | 20 | -2,792 | -1.52% | Q1 2026 | May 05, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 172,430 | 6,390 | 0.13% | 0.13% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 172,017 | 6,374 | 0.0% | 0.0% | 22 | +690 | 0.4% | Q1 2026 | May 15, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 164,849 | 6,109 | 0.03% | 0.03% | 23 | -14,874 | -8.28% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 162,430 | 6,019 | 0.0% | 0.0% | 24 | +46,992 | 40.71% | Q1 2026 | May 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 143,815 | 5,329 | 0.0% | — | 25 | +143,815 | New | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 135,983 | 5,039 | 0.01% | 0.01% | 26 | -5,555 | -3.92% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 132,046 | 4,893 | 0.0% | 0.0% | 27 | +3,264 | 2.53% | Q1 2026 | May 04, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 122,739 | 4,548 | 0.0% | 0.0% | 28 | -5,983 | -4.65% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 114,822 | 4,255 | 0.0% | 0.0% | 29 | -9,351 | -7.53% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 113,426 | 4,203 | 0.0% | 0.0% | 30 | -32,980 | -22.53% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 104,414 | 3,869 | 0.02% | 0.01% | 31 | +2,009 | 1.96% | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 97,773 | 3,623 | 0.03% | 0.03% | 32 | +9,800 | 11.14% | Q1 2026 | May 14, 2026 |
| CSM Advisors, LLC | History | Reduced | 96,935 | 3,592 | 0.09% | 0.1% | 33 | -500 | -0.51% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 96,146 | 3,563 | 0.0% | 0.0% | 34 | +27,960 | 41.01% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 95,500 | 3,539 | 0.01% | 0.01% | 35 | +500 | 0.53% | Q1 2026 | May 11, 2026 |
| Empowered Funds, LLC | History | New | 95,430 | 3,536 | 0.02% | — | 36 | +95,430 | New | Q1 2026 | Jun 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 92,795 | 3,438 | 0.0% | 0.0% | 37 | -18,803 | -16.85% | Q1 2026 | May 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 78,467 | 2,907 | 0.01% | 0.01% | 38 | +2,482 | 3.27% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 77,284 | 2,864 | 0.0% | 0.0% | 39 | -12,833 | -14.24% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 76,005 | 2,816 | 0.07% | 0.06% | 40 | +6,835 | 9.88% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 75,329 | 2,791 | 0.0% | 0.0% | 41 | -28,755 | -27.63% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 74,204 | 2,750 | 0.0% | 0.0% | 42 | +57,806 | 352.52% | Q1 2026 | May 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 72,388 | 2,682 | 0.01% | 0.01% | 43 | +17,634 | 32.21% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 70,452 | 2,610 | 0.0% | 0.0% | 44 | +731 | 1.05% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 68,910 | 2,553 | 0.0% | 0.01% | 45 | -71,600 | -50.96% | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 67,686 | 2,508 | 0.02% | 0.02% | 46 | +16,761 | 32.91% | Q1 2026 | May 08, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 62,670 | 2,278 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 59,967 | 2,222 | 0.0% | 0.0% | 48 | -16,260 | -21.33% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 59,491 | 2,204 | 0.0% | 0.0% | 49 | +1,062 | 1.82% | Q1 2026 | May 12, 2026 |
| Trexquant Investment LP | History | Added to | 58,029 | 2,150 | 0.02% | 0.01% | 50 | +19,602 | 51.01% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 54,792 | 2,030 | 0.01% | 0.01% | 51 | +1,824 | 3.44% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 53,535 | 1,993 | 0.0% | 0.0% | 52 | -22,678 | -29.76% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 49,445 | 1,832 | 0.01% | 0.01% | 53 | -13,252 | -21.14% | Q1 2026 | Apr 30, 2026 |
| Legal & General Group Plc | History | Reduced | 49,408 | 1,831 | 0.0% | 0.0% | 54 | -3,579 | -6.75% | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 47,063 | 1,744 | 0.0% | 0.0% | 55 | +8,026 | 20.56% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 46,332 | 1,718 | 0.0% | 0.0% | 56 | +3,075 | 7.11% | Q1 2026 | May 15, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 46,229 | 1,713 | 0.01% | 0.01% | 57 | +4,305 | 10.27% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 45,488 | 1,685 | 0.0% | 0.0% | 58 | -6,989 | -13.32% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 43,842 | 1,624 | 0.0% | 0.0% | 59 | +27,526 | 168.71% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | New | 43,160 | 1,599 | 0.0% | — | 60 | +43,160 | New | Q1 2026 | May 15, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 42,967 | 1,592 | 0.24% | 0.24% | 61 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | No change | 42,800 | 1,586 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Nuveen, LLC | History | Added to | 39,918 | 1,479 | 0.0% | 0.0% | 63 | +214 | 0.54% | Q1 2026 | Apr 30, 2026 |
| Man Group plc | History | Added to | 39,071 | 1,447 | 0.0% | 0.0% | 64 | +4,359 | 12.56% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 38,571 | 1,428 | 0.0% | 0.0% | 65 | -15,273 | -28.37% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 38,010 | 1,408 | 0.0% | 0.0% | 66 | +2,790 | 7.92% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 35,526 | 1,316 | 0.0% | 0.0% | 67 | -733 | -2.02% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 35,530 | 1,291 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 33,100 | 1,227 | 0.08% | 0.03% | 69 | +23,475 | 243.9% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 32,938 | 1,220 | 0.0% | 0.0% | 70 | -1,015 | -2.99% | Q1 2026 | May 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 32,394 | 1,200 | 0.0% | 0.0% | 71 | -99 | -0.3% | Q1 2026 | May 12, 2026 |
| ExodusPoint Capital Management, LP | History | New | 29,634 | 1,098 | 0.01% | — | 72 | +29,634 | New | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 27,989 | 1,037 | 0.0% | 0.01% | 73 | -29,658 | -51.45% | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 27,499 | 1,019 | 0.02% | 0.02% | 74 | +14 | 0.05% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 26,616 | 986 | 0.0% | 0.0% | 75 | +1,824 | 7.36% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 26,455 | 980 | 0.0% | 0.0% | 76 | +450 | 1.73% | Q1 2026 | May 14, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 25,856 | 958 | 0.18% | 0.18% | 77 | +273 | 1.07% | Q1 2026 | Apr 16, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | New | 25,171 | 932 | 0.14% | — | 78 | +25,171 | New | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 24,689 | 914 | 0.0% | 0.0% | 79 | +8,710 | 54.51% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Reduced | 24,631 | 912 | 0.0% | 0.0% | 80 | -4,403 | -15.16% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 24,547 | 909 | 0.0% | 0.0% | 81 | -3,528 | -12.57% | Q1 2026 | May 13, 2026 |
| WINTON GROUP Ltd | History | Reduced | 24,131 | 894 | 0.03% | 0.05% | 82 | -15,572 | -39.22% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Reduced | 23,948 | 887 | 0.0% | 0.0% | 83 | -11,006 | -31.49% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 22,350 | 828 | 0.0% | 0.0% | 84 | +6,217 | 38.54% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 22,195 | 823 | 0.0% | 0.0% | 85 | -16,605 | -42.8% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Added to | 21,646 | 802 | 0.0% | 0.0% | 86 | +5,414 | 33.35% | Q1 2026 | May 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 21,598 | 800 | 0.01% | — | 87 | +21,598 | New | Q1 2026 | Apr 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 21,573 | 791 | 0.0% | 0.0% | 88 | +2,206 | 11.39% | Q1 2026 | May 05, 2026 |
| Tidal Investments LLC | History | New | 20,961 | 776 | 0.0% | — | 89 | +20,961 | New | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 20,445 | 757 | 0.0% | 0.0% | 90 | -926 | -4.33% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 20,259 | 750 | 0.0% | 0.0% | 91 | +5,723 | 39.37% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 19,519 | 723 | 0.0% | 0.0% | 92 | -2,157 | -9.95% | Q1 2026 | Apr 16, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 19,855 | 721 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 18,838 | 698 | 0.01% | 0.01% | 94 | +1,941 | 11.49% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 18,235 | 675 | 0.0% | 0.0% | 95 | +826 | 4.74% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 17,976 | 666 | 0.0% | 0.0% | 96 | +3,073 | 20.62% | Q1 2026 | May 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 17,777 | 659 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | Reduced | 17,400 | 644 | 0.0% | 0.0% | 98 | -500 | -2.79% | Q1 2026 | Apr 24, 2026 |
| CITIGROUP INC | History | Reduced | 16,809 | 622 | 0.0% | 0.0% | 99 | -4,312 | -20.42% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 16,100 | 596 | 0.0% | — | 100 | +16,100 | New | Q1 2026 | May 08, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 15,983 | 592 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 15,846 | 587 | 0.0% | — | 102 | +15,846 | New | Q1 2026 | May 08, 2026 |
| HANCOCK WHITNEY CORP | History | New | 13,581 | 547 | 0.01% | — | 103 | +13,581 | New | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 14,728 | 545 | 0.02% | 0.05% | 105 | -29,186 | -66.46% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 14,723 | 545 | 0.0% | 0.0% | 104 | +2,070 | 16.36% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 14,646 | 543 | 0.0% | 0.0% | 106 | -431 | -2.86% | Q1 2026 | May 01, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 13,933 | 515 | 0.01% | 0.01% | 107 | -340 | -2.38% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,103 | 448 | 0.0% | 0.0% | 108 | +1,900 | 18.62% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 11,991 | 444 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 11,864 | 439 | 0.01% | 0.01% | 110 | -474 | -3.84% | Q1 2026 | May 05, 2026 |
| EntryPoint Capital, LLC | History | No change | 11,806 | 437 | 0.13% | 0.17% | 111 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 11,791 | 428 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 10,892 | 403 | 0.0% | 0.0% | 113 | -122 | -1.11% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Reduced | 11,029 | 399 | 0.0% | 0.0% | 114 | -1,204 | -9.84% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Added to | 10,700 | 396 | 0.01% | 0.01% | 115 | +1,200 | 12.63% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,383 | 390 | 0.0% | 0.0% | 116 | +465 | 4.69% | Q1 2026 | Apr 08, 2026 |
| VARCOV Co. | History | New | 10,124 | 375 | 0.14% | — | 118 | +10,124 | New | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 10,121 | 375 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 9,878 | 366 | 0.0% | 0.0% | 119 | +99 | 1.01% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 9,700 | 359 | 0.01% | 0.01% | 120 | -400 | -3.96% | Q1 2026 | Apr 20, 2026 |
| R Squared Ltd | History | New | 9,557 | 354 | 0.19% | — | 121 | +9,557 | New | Q1 2026 | Apr 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 9,350 | 346 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 9,171 | 340 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Integrated Quantitative Investments LLC | History | Reduced | 9,124 | 338 | 0.06% | 0.11% | 124 | -5,497 | -37.6% | Q1 2026 | May 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 8,800 | 326 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Added to | 8,754 | 324 | 0.01% | 0.01% | 126 | +2,468 | 39.26% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 8,695 | 322 | 0.01% | 0.01% | 127 | +1,815 | 26.38% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 8,640 | 320 | 0.01% | 0.01% | 128 | -5,106 | -37.15% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | Added to | 8,009 | 296 | 0.0% | 0.0% | 129 | +20 | 0.25% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,977 | 295 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CIBC Asset Management Inc | History | No change | 7,691 | 285 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 6,915 | 258 | 0.0% | 0.0% | 132 | -3,088 | -30.87% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 6,953 | 257 | 0.0% | — | 133 | +6,953 | New | Q1 2026 | May 15, 2026 |
| MAIRS & POWER INC | History | No change | 6,600 | 244 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 6,435 | 238 | 0.0% | 0.0% | 135 | -300 | -4.45% | Q1 2026 | May 15, 2026 |
| Gallacher Capital Management LLC | History | New | 6,398 | 237 | 0.09% | — | 136 | +6,398 | New | Q1 2026 | May 05, 2026 |
| XTX Topco Ltd | History | Added to | 6,358 | 235 | 0.0% | 0.01% | 137 | +369 | 6.16% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,292 | 233 | 0.0% | 0.0% | 138 | -66 | -1.04% | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,228 | 231 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Investment Partners, LLC | History | New | 6,145 | 227 | 0.01% | — | 140 | +6,145 | New | Q1 2026 | May 08, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 6,050 | 224 | 0.1% | 0.1% | 141 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,041 | 223 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 6,021 | 223 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 5,956 | 220 | 0.0% | 0.0% | 144 | -88 | -1.46% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 5,843 | 216 | 0.0% | 0.0% | 145 | +2 | 0.03% | Q1 2026 | Apr 24, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 5,806 | 215 | 0.0% | 0.0% | 146 | -555 | -8.73% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,810 | 215 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 5,628 | 208 | 0.0% | 0.0% | 148 | -31 | -0.55% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | New | 5,521 | 204 | 0.0% | — | 150 | +5,521 | New | Q1 2026 | May 15, 2026 |
| Moran Wealth Management, LLC | History | New | 5,515 | 204 | 0.01% | — | 151 | +5,515 | New | Q1 2026 | Apr 27, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 5,493 | 204 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | New | 5,426 | 201 | 0.0% | — | 152 | +5,426 | New | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,243 | 194 | 0.0% | 0.0% | 153 | -799 | -13.22% | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 5,052 | 187 | 0.0% | 0.0% | 154 | +32 | 0.64% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,780 | 177 | 0.0% | 0.0% | 155 | +4,682 | 4777.55% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 4,758 | 172 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,600 | 170 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 4,562 | 169 | 0.0% | — | 158 | +4,562 | New | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,049 | 148 | 0.0% | 0.0% | 159 | -206 | -4.84% | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,990 | 147 | 0.0% | 0.0% | 160 | -39 | -0.97% | Q1 2026 | May 15, 2026 |
| Vestcor Inc | History | No change | 3,203 | 119 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,548 | 94 | 0.0% | — | 162 | +2,541 | 36300.0% | Q1 2026 | May 06, 2026 |
| State of Wyoming | History | Reduced | 2,410 | 89 | 0.01% | 0.03% | 163 | -5,784 | -70.59% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 2,012 | 74 | 0.0% | 0.0% | 165 | +269 | 15.43% | Q1 2026 | Apr 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,000 | 74 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,979 | 73 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,771 | 65 | 0.0% | 0.0% | 168 | +45 | 2.61% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,759 | 65 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Reduced | 1,574 | 58 | 0.02% | 0.02% | 169 | -5 | -0.32% | Q1 2026 | May 21, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 1,471 | 54 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Added to | 1,119 | 41 | 0.0% | 0.0% | 171 | +234 | 26.44% | Q1 2026 | Apr 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 928 | 34 | 0.0% | 0.0% | 173 | -262 | -22.02% | Q1 2026 | May 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 923 | 34 | 0.0% | 0.0% | 172 | +42 | 4.77% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 884 | 32 | 0.0% | 0.0% | 174 | +104 | 13.33% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 794 | 29 | 0.0% | — | 176 | +794 | New | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 772 | 29 | 0.02% | 0.02% | 175 | -56 | -6.76% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 715 | 26 | 0.0% | 0.0% | 177 | -768 | -51.79% | Q1 2026 | May 15, 2026 |
| Basepoint Wealth LLC | History | Added to | 713 | 26 | 0.01% | 0.02% | 178 | +5 | 0.71% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 558 | 20 | 0.0% | 0.0% | 179 | -128 | -18.66% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 539 | 19 | 0.0% | 0.0% | 180 | +136 | 33.75% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 436 | 16 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 408 | 15 | 0.0% | 0.0% | 182 | +24 | 6.25% | Q1 2026 | May 11, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 289 | 10 | 0.0% | 0.0% | 185 | +34 | 13.33% | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 277 | 10 | 0.0% | 0.0% | 183 | -23 | -7.67% | Q1 2026 | May 01, 2026 |
| Versant Capital Management, Inc | History | No change | 283 | 10 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 220 | 8 | 0.0% | 0.0% | 186 | +50 | 29.41% | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 163 | 6 | 0.0% | — | 189 | +155 | 1937.5% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 169 | 6 | 0.0% | — | 187 | +152 | 894.12% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 180 | 6 | 0.0% | 0.0% | 188 | +69 | 62.16% | Q1 2026 | May 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 155 | 5 | 0.0% | — | 193 | +155 | New | Q1 2026 | Apr 23, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 153 | 5 | 0.0% | — | 192 | +153 | New | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 162 | 5 | 0.0% | 0.0% | 190 | +129 | 390.91% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Reduced | 144 | 5 | 0.0% | 0.0% | 191 | -1 | -0.69% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | Added to | 111 | 4 | 0.0% | — | 199 | +104 | 1485.71% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 112 | 4 | 0.0% | 0.0% | 198 | +77 | 220.0% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 121 | 4 | 0.0% | 0.0% | 195 | +32 | 35.96% | Q1 2026 | Apr 30, 2026 |
| UMB Bank, n.a. | History | Added to | 123 | 4 | 0.0% | 0.0% | 194 | +3 | 2.5% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | No change | 115 | 4 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 127 | 4 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 123 | 4 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DANSKE BANK A/S | History | Reduced | 100 | 3 | 0.0% | 0.0% | 201 | -400 | -80.0% | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 103 | 3 | 0.0% | — | 203 | +103 | New | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | Added to | 92 | 3 | 0.0% | 0.0% | 202 | +1 | 1.1% | Q1 2026 | Apr 27, 2026 |
| Optiver Holding B.V. | History | Reduced | 72 | 2 | 0.0% | 0.0% | 204 | -22 | -23.4% | Q1 2026 | Jun 02, 2026 |
| Torren Management, LLC | History | Reduced | 36 | 1 | 0.0% | 0.0% | 210 | -82 | -69.49% | Q1 2026 | Apr 30, 2026 |
| Bare Financial Services, Inc | History | Added to | 48 | 1 | 0.0% | — | 209 | +30 | 166.67% | Q1 2026 | May 14, 2026 |
| Stone House Investment Management, LLC | History | Added to | 27 | 1 | 0.0% | — | 207 | +24 | 800.0% | Q1 2026 | Apr 22, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 35 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -117,098 | -100.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -67,672 | -100.0% | Q1 2026 | May 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -30,587 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,262 | -100.0% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,404 | -100.0% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,103 | -100.0% | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,165 | -100.0% | Q1 2026 | May 13, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,574 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,322 | -100.0% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,259 | -100.0% | Q1 2026 | May 13, 2026 |
| Kemnay Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,309 | -100.0% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -836 | -100.0% | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Root Financial Partners, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | Apr 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 15, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 26 | 0 | — | — | — | +15 | 136.36% | Q1 2026 | Jun 24, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 17 | 0 | — | — | — | +11 | 183.33% | Q1 2026 | Apr 23, 2026 |
| JPL Wealth Management, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sunbelt Securities, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ankerstar Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |