UFP TECHNOLOGIES INC - UFPT
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.
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| 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 | 1,097,183 | 212,414 | 0.0% | 0.0% | 1 | -387 | -0.04% | Q1 2026 | May 13, 2026 |
| WASATCH ADVISORS LP | History | Added to | 777,313 | 150,487 | 1.0% | 0.97% | 2 | +41,286 | 5.61% | Q1 2026 | Apr 21, 2026 |
| VANGUARD GROUP INC | History | No change | 533,578 | 118,470 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 523,438 | 101,337 | 0.73% | 0.69% | 4 | +82,316 | 18.66% | Q1 2026 | Apr 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 326,725 | 63,253 | 0.0% | — | 5 | +326,725 | New | Q1 2026 | May 15, 2026 |
| Boston Trust Walden Corp | History | Added to | 317,072 | 61,385 | 0.5% | 0.39% | 6 | +84,396 | 36.27% | Q1 2026 | Apr 24, 2026 |
| STATE STREET CORP | History | Added to | 303,313 | 58,721 | 0.0% | 0.0% | 7 | +13,538 | 4.67% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 300,593 | 58,194 | 0.04% | 0.05% | 8 | -9,081 | -2.93% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 246,503 | 47,724 | 0.01% | 0.0% | 9 | +65,020 | 35.83% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 237,276 | 45,937 | 0.09% | 0.1% | 10 | -10,849 | -4.37% | Q1 2026 | May 01, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 227,303 | 44,005 | 0.01% | 0.01% | 11 | +105,459 | 86.55% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 190,620 | 36,911 | 0.0% | 0.0% | 12 | +5,764 | 3.12% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 189,863 | 36,831 | 0.06% | 0.06% | 13 | +23,728 | 14.28% | Q1 2026 | May 05, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 179,973 | 34,839 | 0.01% | 0.01% | 14 | +11,131 | 6.59% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Reduced | 173,740 | 33,636 | 0.01% | 0.01% | 15 | -15,663 | -8.27% | Q1 2026 | May 05, 2026 |
| AltraVue Capital, LLC | History | Added to | 154,066 | 29,827 | 2.57% | 2.8% | 16 | +830 | 0.54% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 151,761 | 29,380 | 0.0% | — | 17 | +151,761 | New | Q1 2026 | May 08, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Reduced | 131,173 | 25,395 | 0.54% | 0.59% | 18 | -11,087 | -7.79% | Q1 2026 | May 06, 2026 |
| Annex Advisory Services, LLC | History | Added to | 130,394 | 25,244 | 0.47% | 0.54% | 19 | +3,510 | 2.77% | Q1 2026 | Apr 16, 2026 |
| MORGAN STANLEY | History | Reduced | 128,580 | 24,893 | 0.0% | 0.0% | 20 | -29,796 | -18.81% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 125,860 | 24,366 | 0.01% | 0.03% | 21 | -141,273 | -52.88% | Q1 2026 | May 15, 2026 |
| Swedbank AB | History | Reduced | 115,005 | 22,264 | 0.02% | 0.03% | 22 | -45,000 | -28.12% | Q1 2026 | Apr 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 109,791 | 21,255 | 0.01% | 0.01% | 23 | +14,722 | 15.49% | Q1 2026 | May 04, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Added to | 108,010 | 20,910 | 2.58% | 2.39% | 24 | +11,350 | 11.74% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 106,472 | 20,612 | 0.03% | 0.05% | 25 | -34,487 | -24.47% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 86,400 | 16,727 | 0.0% | 0.0% | 26 | +347 | 0.4% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 82,148 | 15,903 | 0.0% | 0.01% | 27 | -28,072 | -25.47% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 79,179 | 15,329 | 0.0% | 0.0% | 28 | -11,343 | -12.53% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 74,769 | 14,475 | 0.0% | 0.0% | 29 | -986 | -1.3% | Q1 2026 | May 15, 2026 |
| De Lisle Partners LLP | History | No change | 74,302 | 14,406 | 1.72% | 2.12% | 30 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 65,381 | 12,657 | 0.02% | 0.02% | 31 | +5,691 | 9.53% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 59,710 | 11,559 | 0.0% | 0.0% | 32 | +32,323 | 118.02% | Q1 2026 | May 15, 2026 |
| BROWN CAPITAL MANAGEMENT LLC | History | Reduced | 58,807 | 11,385 | 1.62% | 1.52% | 33 | -24,865 | -29.72% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 58,006 | 11,229 | 0.02% | 0.02% | 34 | +11,074 | 23.6% | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 57,234 | 11,081 | 0.1% | 0.12% | 35 | -5,451 | -8.7% | Q1 2026 | May 13, 2026 |
| Impax Asset Management Group plc | History | New | 55,500 | 10,744 | 0.07% | — | 36 | +55,500 | New | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 54,732 | 10,596 | 0.0% | 0.0% | 37 | +9,404 | 20.75% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 53,168 | 10,293 | 0.0% | — | 39 | +53,168 | New | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 53,685 | 10,293 | 0.0% | 0.0% | 38 | +4,060 | 8.18% | Q1 2026 | May 14, 2026 |
| Applied Fundamental Research, LLC | History | No change | 52,788 | 10,219 | 13.48% | 11.64% | 40 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 52,206 | 10,107 | 0.01% | 0.01% | 41 | +2,750 | 5.56% | Q1 2026 | May 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 51,867 | 10,041 | 0.01% | 0.02% | 42 | +555 | 1.08% | Q1 2026 | May 06, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | Reduced | 50,855 | 9,845 | 0.81% | 0.96% | 43 | -1,265 | -2.43% | Q1 2026 | May 13, 2026 |
| RENAISSANCE GROUP LLC | History | Added to | 43,885 | 8,496 | 0.36% | 0.34% | 44 | +5,821 | 15.29% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 41,451 | 8,024 | 0.0% | 0.0% | 45 | -1,493 | -3.48% | Q1 2026 | May 05, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Added to | 41,106 | 7,958 | 0.05% | 0.03% | 46 | +14,596 | 55.06% | Q1 2026 | May 07, 2026 |
| Palisades Investment Partners, LLC | History | Added to | 37,701 | 7,299 | 2.86% | 2.94% | 47 | +2,590 | 7.38% | Q1 2026 | Apr 30, 2026 |
| Ranger Investment Management, L.P. | History | Reduced | 35,945 | 6,958 | 0.5% | 0.55% | 48 | -110 | -0.31% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | Added to | 35,721 | 6,915 | 0.63% | 0.67% | 49 | +460 | 1.3% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 27,941 | 5,409 | 0.0% | 0.0% | 50 | +17,195 | 160.01% | Q1 2026 | May 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 27,600 | 5,343 | 0.02% | 0.02% | 51 | +883 | 3.31% | Q1 2026 | May 13, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 26,458 | 5,122 | 0.6% | 0.66% | 52 | -2 | -0.01% | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 26,305 | 5,092 | 0.0% | 0.0% | 53 | +15,553 | 144.65% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Reduced | 24,935 | 4,827 | 0.0% | 0.0% | 54 | -79 | -0.32% | Q1 2026 | Apr 30, 2026 |
| Invesco Ltd. | History | Reduced | 24,001 | 4,646 | 0.0% | 0.0% | 55 | -25,887 | -51.89% | Q1 2026 | May 12, 2026 |
| ROYCE & ASSOCIATES LP | History | New | 23,867 | 4,620 | 0.05% | — | 56 | +23,867 | New | Q1 2026 | May 12, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 22,700 | 4,394 | 0.25% | 0.29% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Davidson Capital Management Inc. | History | Added to | 22,539 | 4,363 | 0.79% | 0.0% | 58 | +22,486 | 42426.42% | Q1 2026 | Apr 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 22,269 | 4,311 | 0.0% | 0.01% | 59 | +83 | 0.37% | Q1 2026 | May 08, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 21,211 | 4,106 | 0.23% | 0.12% | 60 | +11,111 | 110.01% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 20,846 | 4,035 | 0.0% | 0.0% | 61 | +366 | 1.79% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 20,779 | 4,022 | 0.01% | 0.01% | 62 | +2,485 | 13.58% | Q1 2026 | May 14, 2026 |
| NICHOLAS COMPANY, INC. | History | Reduced | 20,711 | 4,009 | 0.08% | 0.08% | 63 | -90 | -0.43% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 20,562 | 3,980 | 0.0% | 0.0% | 64 | +19,162 | 1368.71% | Q1 2026 | May 15, 2026 |
| Bridge City Capital, LLC | History | Added to | 19,758 | 3,825 | 1.06% | 1.1% | 65 | +2,835 | 16.75% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 19,436 | 3,764 | 0.0% | 0.01% | 66 | -59,955 | -75.52% | Q1 2026 | May 18, 2026 |
| LPL Financial LLC | History | Added to | 19,352 | 3,746 | 0.0% | 0.0% | 67 | +310 | 1.63% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 18,444 | 3,570 | 0.0% | 0.0% | 68 | +1,361 | 7.97% | Q1 2026 | May 12, 2026 |
| Legal & General Group Plc | History | Reduced | 17,639 | 3,414 | 0.0% | 0.0% | 69 | -1,632 | -8.47% | Q1 2026 | May 08, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 16,677 | 3,228 | 0.0% | — | 70 | +16,677 | New | Q1 2026 | May 15, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Reduced | 16,604 | 3,214 | 0.55% | 0.62% | 71 | -567 | -3.3% | Q1 2026 | Apr 16, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 15,876 | 3,073 | 0.45% | 0.56% | 72 | -1,868 | -10.53% | Q1 2026 | Apr 20, 2026 |
| ExodusPoint Capital Management, LP | History | New | 15,725 | 3,044 | 0.02% | — | 73 | +15,725 | New | Q1 2026 | May 14, 2026 |
| EFG International AG | History | Reduced | 15,284 | 2,964 | 0.06% | 0.07% | 74 | -826 | -5.13% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Reduced | 14,912 | 2,887 | 0.0% | 0.03% | 75 | -58,488 | -79.68% | Q1 2026 | May 06, 2026 |
| Swiss National Bank | History | No change | 14,400 | 2,787 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 13,994 | 2,709 | 0.0% | 0.0% | 77 | +205 | 1.49% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 12,775 | 2,473 | 0.0% | 0.0% | 78 | -700 | -5.19% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 12,615 | 2,355 | 0.0% | 0.0% | 79 | -3,122 | -19.84% | Q1 2026 | May 13, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 12,090 | 2,340 | 0.26% | 0.28% | 80 | -3,991 | -24.82% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 11,780 | 2,280 | 0.0% | 0.0% | 81 | -5,769 | -32.87% | Q1 2026 | May 11, 2026 |
| MARSHALL WACE, LLP | History | New | 11,144 | 2,157 | 0.0% | — | 82 | +11,144 | New | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 9,463 | 2,101 | 0.0% | 0.0% | 83 | +184 | 1.98% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 10,401 | 2,013 | 0.02% | 0.02% | 84 | +130 | 1.27% | Q1 2026 | May 01, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 10,182 | 1,971 | 0.06% | 0.07% | 85 | +231 | 2.32% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 9,764 | 1,890 | 0.01% | 0.01% | 86 | -4,821 | -33.05% | Q1 2026 | May 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 9,162 | 1,773 | 0.0% | 0.0% | 87 | +2,085 | 29.46% | Q1 2026 | May 15, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 9,129 | 1,767 | 0.08% | 0.08% | 88 | -625 | -6.41% | Q1 2026 | May 12, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Added to | 9,121 | 1,765 | 0.12% | 0.08% | 89 | +3,097 | 51.41% | Q1 2026 | Apr 30, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 8,964 | 1,735 | 0.01% | 0.01% | 90 | -7,785 | -46.48% | Q1 2026 | May 15, 2026 |
| First National Advisers, LLC | History | Reduced | 8,914 | 1,725 | 0.25% | 0.3% | 91 | -889 | -9.07% | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 9,171 | 1,700 | 0.03% | 0.05% | 92 | +4,791 | 109.38% | Q1 2026 | May 01, 2026 |
| ISTHMUS PARTNERS, LLC | History | New | 8,675 | 1,679 | 0.18% | — | 93 | +8,675 | New | Q1 2026 | Apr 29, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 8,464 | 1,638 | 0.02% | 0.05% | 94 | -5,885 | -41.01% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 8,313 | 1,609 | 0.0% | 0.0% | 95 | +313 | 3.91% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 8,237 | 1,594 | 0.03% | — | 96 | +8,237 | New | Q1 2026 | May 15, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 8,043 | 1,557 | 0.01% | 0.02% | 97 | +293 | 3.78% | Q1 2026 | May 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 8,008 | 1,550 | 0.0% | 0.0% | 98 | +730 | 10.03% | Q1 2026 | May 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 8,002 | 1,549 | 0.05% | 0.05% | 99 | +1,593 | 24.86% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 7,843 | 1,518 | 0.0% | 0.0% | 100 | +300 | 3.98% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 7,787 | 1,507 | 0.0% | 0.0% | 101 | +4,795 | 160.26% | Q1 2026 | May 15, 2026 |
| Maridea Wealth Management LLC | History | New | 7,567 | 1,464 | 0.21% | — | 102 | +7,567 | New | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,284 | 1,410 | 0.0% | 0.0% | 103 | +203 | 2.87% | Q1 2026 | Apr 27, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 7,037 | 1,362 | 0.0% | 0.0% | 104 | +704 | 11.12% | Q1 2026 | May 06, 2026 |
| Gibbs Wealth Management | History | Added to | 6,965 | 1,348 | 0.18% | 0.22% | 105 | +3,476 | 99.63% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 6,674 | 1,292 | 0.0% | 0.0% | 106 | -227 | -3.29% | Q1 2026 | May 13, 2026 |
| Laurus Global Equity Management Inc. | History | Added to | 6,420 | 1,242 | 1.22% | 0.95% | 107 | +1,160 | 22.05% | Q1 2026 | Apr 01, 2026 |
| Jump Financial, LLC | History | Added to | 6,169 | 1,194 | 0.02% | 0.01% | 108 | +3,097 | 100.81% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 5,513 | 1,067 | 0.0% | 0.0% | 109 | +3,998 | 263.89% | Q1 2026 | May 11, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 5,343 | 1,034 | 0.02% | 0.03% | 110 | -180 | -3.26% | Q1 2026 | Apr 30, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 5,097 | 986 | 0.02% | 0.03% | 111 | -2,591 | -33.7% | Q1 2026 | Apr 01, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 4,921 | 952 | 0.02% | — | 112 | +4,921 | New | Q1 2026 | Apr 27, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 4,707 | 911 | 0.0% | — | 113 | +4,707 | New | Q1 2026 | May 08, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 4,544 | 879 | 0.01% | 0.01% | 114 | +228 | 5.28% | Q1 2026 | May 12, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 4,363 | 844 | 0.02% | 0.03% | 115 | -269 | -5.81% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 4,207 | 814 | 0.0% | 0.0% | 116 | -30 | -0.71% | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | New | 3,942 | 763 | 0.01% | — | 118 | +3,942 | New | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,942 | 763 | 0.01% | 0.01% | 117 | +329 | 9.11% | Q1 2026 | Apr 07, 2026 |
| Portside Wealth Group, LLC | History | Added to | 3,829 | 741 | 0.1% | 0.11% | 119 | +177 | 4.85% | Q1 2026 | May 12, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 3,799 | 735 | 0.01% | 0.01% | 120 | -116 | -2.96% | Q1 2026 | Apr 20, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,509 | 679 | 0.0% | 0.0% | 121 | +58 | 1.68% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 3,432 | 664 | 0.0% | 0.0% | 122 | -195 | -5.38% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | New | 3,403 | 658 | 0.01% | — | 124 | +3,403 | New | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 3,400 | 658 | 0.01% | 0.01% | 123 | -100 | -2.86% | Q1 2026 | Apr 20, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 3,374 | 653 | 0.04% | 0.06% | 125 | -2,281 | -40.34% | Q1 2026 | May 08, 2026 |
| Peterson Wealth Services | History | Added to | 3,219 | 623 | 0.15% | 0.17% | 126 | +168 | 5.51% | Q1 2026 | Apr 30, 2026 |
| Handelsbanken Fonder AB | History | No change | 3,200 | 620 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vanguard Global Advisers, LLC | History | New | 3,113 | 602 | 0.0% | — | 128 | +3,113 | New | Q1 2026 | May 08, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 3,095 | 599 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 3,073 | 594 | 0.01% | 0.01% | 130 | -105 | -3.3% | Q1 2026 | Apr 27, 2026 |
| Beaton Management Co. Inc. | History | No change | 2,950 | 571 | 0.25% | 0.29% | 131 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 2,944 | 570 | 0.04% | — | 132 | +2,944 | New | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Added to | 2,891 | 559 | 0.01% | 0.01% | 133 | +643 | 28.6% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 2,870 | 555 | 0.0% | 0.0% | 134 | +68 | 2.43% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 2,866 | 554 | 0.0% | 0.0% | 135 | +846 | 41.88% | Q1 2026 | May 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 2,803 | 542 | 0.0% | 0.0% | 136 | -194 | -6.47% | Q1 2026 | May 08, 2026 |
| Inspire Investing, LLC | History | Added to | 2,664 | 515 | 0.04% | 0.04% | 137 | +588 | 28.32% | Q1 2026 | Apr 23, 2026 |
| MONTRUSCO BOLTON INVESTMENTS INC. | History | Reduced | 2,604 | 504 | 0.01% | 0.06% | 138 | -17,725 | -87.19% | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 2,241 | 497 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Keebeck Wealth Management | History | Added to | 2,564 | 496 | 0.06% | 0.06% | 140 | +43 | 1.71% | Q1 2026 | May 14, 2026 |
| Vestcor Inc | History | No change | 2,550 | 494 | 0.01% | 0.02% | 141 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Added to | 2,484 | 480 | 0.22% | 0.16% | 142 | +1,035 | 71.43% | Q1 2026 | May 06, 2026 |
| Engineers Gate Manager LP | History | New | 2,472 | 478 | 0.01% | — | 143 | +2,472 | New | Q1 2026 | May 15, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 2,415 | 467 | 0.1% | 0.15% | 144 | -782 | -24.46% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 2,376 | 459 | 0.0% | 0.0% | 145 | +2,281 | 2401.05% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Reduced | 2,338 | 452 | 0.0% | 0.0% | 146 | -371 | -13.7% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 2,287 | 442 | 0.0% | 0.0% | 147 | +72 | 3.25% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,258 | 437 | 0.0% | 0.0% | 148 | +2,237 | 10652.38% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,236 | 432 | 0.0% | 0.0% | 149 | +30 | 1.36% | Q1 2026 | May 07, 2026 |
| AMALGAMATED BANK | History | Reduced | 2,213 | 428 | 0.0% | 0.0% | 150 | -21 | -0.94% | Q1 2026 | May 08, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 2,186 | 423 | 0.0% | 0.0% | 151 | -44 | -1.97% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,182 | 422 | 0.0% | 0.0% | 152 | +670 | 44.31% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 2,137 | 413 | 0.0% | 0.0% | 153 | +1 | 0.05% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 2,096 | 405 | 0.0% | 0.01% | 154 | -10 | -0.47% | Q1 2026 | Apr 24, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,080 | 402 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Carnegie Investment Counsel | History | Added to | 2,064 | 399 | 0.01% | 0.01% | 156 | +94 | 4.77% | Q1 2026 | May 01, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 2,060 | 398 | 0.0% | 0.0% | 157 | -195 | -8.65% | Q1 2026 | Apr 20, 2026 |
| Arizona State Retirement System | History | Reduced | 2,012 | 389 | 0.0% | 0.0% | 158 | -20 | -0.98% | Q1 2026 | May 01, 2026 |
| Grandeur Peak Global Advisors, LLC | History | New | 1,988 | 384 | 0.09% | — | 161 | +1,988 | New | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 1,985 | 384 | 0.0% | 0.0% | 160 | +701 | 54.6% | Q1 2026 | May 15, 2026 |
| CIM, LLC | History | No change | 1,985 | 384 | 0.06% | 0.06% | 159 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| HANCOCK WHITNEY CORP | History | New | 1,980 | 379 | 0.01% | — | 162 | +1,980 | New | Q1 2026 | May 15, 2026 |
| NORDEN GROUP LLC | History | Reduced | 1,938 | 375 | 0.04% | 0.05% | 163 | -451 | -18.88% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 1,907 | 369 | 0.0% | 0.0% | 164 | -2 | -0.1% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 1,887 | 365 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BARCLAYS PLC | History | Reduced | 1,783 | 345 | 0.0% | 0.0% | 166 | -9,952 | -84.81% | Q1 2026 | May 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 1,771 | 342 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Liontrust Investment Partners LLP | History | Reduced | 1,753 | 339 | 0.01% | 0.01% | 168 | -75 | -4.1% | Q1 2026 | May 20, 2026 |
| Amundi | History | Added to | 1,746 | 338 | 0.0% | 0.0% | 169 | +714 | 69.19% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 1,744 | 337 | 0.0% | 0.01% | 170 | -68 | -3.75% | Q1 2026 | May 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 1,735 | 335 | 0.03% | — | 172 | +1,735 | New | Q1 2026 | May 12, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 1,731 | 335 | 0.01% | 0.02% | 171 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 1,725 | 333 | 0.0% | — | 173 | +1,725 | New | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,718 | 332 | 0.0% | 0.0% | 174 | -52 | -2.94% | Q1 2026 | May 12, 2026 |
| EARNEST PARTNERS LLC | History | No change | 1,700 | 329 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,648 | 319 | 0.0% | 0.0% | 176 | -152 | -8.44% | Q1 2026 | Apr 27, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 1,634 | 316 | 0.04% | 0.05% | 177 | +143 | 9.59% | Q1 2026 | Apr 30, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 1,600 | 309 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Quantbot Technologies LP | History | New | 1,594 | 308 | 0.01% | — | 179 | +1,594 | New | Q1 2026 | May 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 1,584 | 306 | 0.0% | 0.01% | 180 | -1,218 | -43.47% | Q1 2026 | May 08, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 1,571 | 304 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 1,549 | 300 | 0.0% | 0.0% | 182 | -3,173 | -67.2% | Q1 2026 | Apr 16, 2026 |
| Brevan Howard Capital Management LP | History | New | 1,545 | 299 | 0.0% | — | 183 | +1,545 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 1,466 | 283 | 0.0% | 0.0% | 184 | -898 | -37.99% | Q1 2026 | May 11, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 1,437 | 278 | 0.03% | 0.05% | 185 | -450 | -23.85% | Q1 2026 | May 07, 2026 |
| Headlands Technologies LLC | History | New | 1,419 | 274 | 0.03% | — | 186 | +1,419 | New | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | No change | 1,350 | 261 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 1,350 | 261 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AlphaQuest LLC | History | No change | 1,129 | 250 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Blueshift Asset Management, LLC | History | New | 1,290 | 249 | 0.08% | — | 190 | +1,290 | New | Q1 2026 | May 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 1,230 | 238 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Tributary Capital Management, LLC | History | No change | 1,225 | 237 | 0.02% | 0.03% | 192 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pictet Asset Management Holding SA | History | No change | 1,217 | 235 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| &PARTNERS | History | New | 1,170 | 227 | 0.0% | — | 194 | +1,170 | New | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 1,172 | 226 | 0.0% | 0.0% | 195 | -294 | -20.05% | Q1 2026 | Apr 24, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,145 | 221 | 0.0% | 0.0% | 196 | +59 | 5.43% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 1,122 | 217 | 0.0% | 0.0% | 197 | -431 | -27.75% | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,123 | 217 | 0.0% | 0.01% | 198 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 1,088 | 211 | 0.01% | 0.01% | 199 | +96 | 9.68% | Q1 2026 | Apr 21, 2026 |
| Balefire, LLC | History | Added to | 1,093 | 211 | 0.04% | 0.04% | 200 | +68 | 6.63% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | New | 1,077 | 208 | 0.0% | — | 201 | +1,077 | New | Q1 2026 | May 12, 2026 |
| Millington Financial Advisors, LLC | History | No change | 1,050 | 207 | 0.09% | 0.12% | 202 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 944 | 182 | 0.0% | 0.0% | 203 | +708 | 300.0% | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 739 | 143 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| State of Wyoming | History | Added to | 732 | 141 | 0.02% | 0.01% | 205 | +290 | 65.61% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 629 | 121 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 467 | 90 | 0.0% | 0.0% | 207 | +257 | 122.38% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 410 | 77 | 0.0% | 0.0% | 208 | +402 | 5025.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | No change | 300 | 58 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| KBC Group NV | History | No change | 237 | 46 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 196 | 37 | 0.0% | 0.0% | 211 | -3,139 | -94.12% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 168 | 37 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 189 | 35 | 0.0% | 0.0% | 213 | +13 | 7.39% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 163 | 31 | 0.01% | — | 214 | +163 | New | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 154 | 29 | 0.0% | 0.0% | 215 | -207 | -57.34% | Q1 2026 | Apr 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 149 | 28 | 0.0% | 0.0% | 216 | +39 | 35.45% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 147 | 28 | 0.0% | 0.0% | 217 | +36 | 32.43% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 124 | 27 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 128 | 24 | 0.0% | 0.0% | 219 | +2 | 1.59% | Q1 2026 | Apr 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 114 | 22 | 0.0% | 0.0% | 220 | -1,579 | -93.27% | Q1 2026 | May 08, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 113 | 21 | 0.0% | 0.0% | 222 | +35 | 44.87% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 110 | 21 | 0.0% | 0.0% | 221 | +8 | 7.84% | Q1 2026 | Apr 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 100 | 19 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | No change | 99 | 19 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 100 | 19 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 97 | 18 | 0.0% | 0.0% | 226 | -18 | -15.65% | Q1 2026 | Apr 28, 2026 |
| Crewe Advisors LLC | History | Added to | 78 | 15 | 0.0% | 0.0% | 227 | +21 | 36.84% | Q1 2026 | May 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 75 | 14 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 71 | 13 | 0.0% | 0.0% | 230 | -58 | -44.96% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 72 | 13 | 0.0% | 0.0% | 229 | -1 | -1.37% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | No change | 58 | 11 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | New | 47 | 9 | 0.0% | — | 234 | +47 | New | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 49 | 9 | 0.0% | 0.0% | 233 | -3 | -5.77% | Q1 2026 | Apr 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 49 | 9 | 0.0% | 0.0% | 232 | -1 | -2.0% | Q1 2026 | Apr 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 40 | 8 | 0.0% | 0.0% | 235 | -22 | -35.48% | Q1 2026 | May 01, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 41 | 7 | 0.0% | 0.0% | 236 | -6 | -12.77% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Added to | 32 | 6 | 0.0% | 0.0% | 239 | +24 | 300.0% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 32 | 6 | 0.0% | 0.0% | 238 | +21 | 190.91% | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | Reduced | 35 | 6 | 0.0% | 0.0% | 237 | -10 | -22.22% | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 33 | 6 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 25 | 5 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 25 | 4 | 0.0% | — | 244 | +25 | New | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 21 | 4 | 0.0% | 0.0% | 243 | -5 | -19.23% | Q1 2026 | May 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 25 | 4 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 17 | 3 | 0.0% | 0.0% | 245 | -1 | -5.56% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 17 | 3 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Truvestments Capital LLC | History | Reduced | 11 | 2 | 0.0% | 0.0% | 252 | -8 | -42.11% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 12 | 2 | 0.0% | 0.0% | 249 | +4 | 50.0% | Q1 2026 | May 14, 2026 |
| Quarry LP | History | Added to | 11 | 2 | 0.0% | 0.0% | 253 | +4 | 57.14% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 11 | 2 | 0.0% | 0.0% | 250 | +2 | 22.22% | Q1 2026 | Apr 13, 2026 |
| Versant Capital Management, Inc | History | No change | 12 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Tidemark, LLC | History | No change | 13 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 10 | 1 | 0.0% | 0.0% | 256 | -16 | -61.54% | Q1 2026 | Apr 27, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 10 | 1 | 0.0% | — | 259 | +10 | New | Q1 2026 | May 08, 2026 |
| Raleigh Capital Management Inc. | History | New | 8 | 1 | 0.0% | — | 258 | +8 | New | Q1 2026 | Apr 28, 2026 |
| Leonteq Securities AG | History | No change | 8 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bell Investment Advisors, Inc | History | No change | 6 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -33,823 | -100.0% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -28,694 | -100.0% | Q1 2026 | May 15, 2026 |
| Atle Fund Management AB | History | Closed out | 0 | 0 | — | 1.63% | — | -22,986 | -100.0% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,205 | -100.0% | Q1 2026 | May 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,749 | -100.0% | Q1 2026 | May 15, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,098 | -100.0% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,413 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,800 | -100.0% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,416 | -100.0% | Q1 2026 | May 15, 2026 |
| GUIDANCE CAPITAL, INC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,337 | -100.0% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,072 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,736 | -100.0% | Q1 2026 | May 01, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,388 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,316 | -100.0% | Q1 2026 | Apr 30, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,053 | -100.0% | Q1 2026 | May 15, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -979 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -977 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -916 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Avanza Fonder AB | History | Closed out | 0 | 0 | — | 0.01% | — | -907 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -507 | -100.0% | Q1 2026 | May 06, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -182 | -100.0% | Q1 2026 | May 13, 2026 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -64 | -100.0% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3 | 0 | — | 0.0% | — | -38 | -92.68% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | Apr 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 4 | 0 | — | 0.0% | — | -6 | -60.0% | Q1 2026 | Apr 13, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Reduced | 1 | 0 | — | 0.0% | — | -5 | -83.33% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 24, 2026 |
| CENTRAL TRUST Co | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q1 2026 | Apr 17, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 4 | 0 | — | 0.0% | — | -1 | -20.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 5 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hurley Capital, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |