UMB FINANCIAL CORP - UMBF
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 | Added to | 9,344,467 | 1,053,962 | 0.02% | 0.02% | 1 | +228,107 | 2.5% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 7,684,774 | 884,056 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UMB Bank, n.a. | History | Reduced | 4,723,573 | 532,771 | 7.44% | 7.36% | 3 | -86,251 | -1.79% | Q1 2026 | May 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 4,136,220 | 466,524 | 0.02% | — | 4 | +4,136,220 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Reduced | 3,981,601 | 450,846 | 0.02% | 0.02% | 5 | -200,919 | -4.8% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,101,293 | 349,794 | 0.01% | — | 6 | +3,101,293 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,909,932 | 328,200 | 0.07% | 0.07% | 7 | +55,005 | 1.93% | Q1 2026 | May 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 2,707,124 | 305,336 | 0.06% | 0.05% | 8 | +116,344 | 4.49% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 2,422,435 | 273,226 | 0.01% | 0.02% | 9 | -213,068 | -8.08% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,947,446 | 219,688 | 0.01% | 0.01% | 10 | +39,468 | 2.07% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 1,699,639 | 191,702 | 0.15% | 0.15% | 11 | -44,264 | -2.54% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,357,177 | 155,600 | 0.26% | 0.31% | 12 | -292,899 | -17.75% | Q1 2026 | May 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,345,844 | 151,797 | 0.08% | 0.09% | 13 | -165,404 | -10.94% | Q1 2026 | May 15, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 1,277,889 | 144,133 | 0.59% | 0.64% | 14 | -28,753 | -2.2% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,219,978 | 140,346 | 0.05% | 0.05% | 15 | -222,895 | -15.45% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,077,882 | 121,574 | 0.02% | 0.02% | 16 | -163,283 | -13.16% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,006,918 | 113,570 | 0.01% | 0.01% | 17 | +190,536 | 23.34% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 979,052 | 110,427 | 0.07% | 0.07% | 18 | -124,034 | -11.24% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 966,744 | 109,039 | 0.02% | 0.02% | 19 | +5,913 | 0.62% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 899,400 | 101,443 | 0.07% | 0.07% | 20 | +96,149 | 11.97% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 896,104 | 101,071 | 0.01% | 0.01% | 21 | +89,681 | 11.12% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 880,345 | 99,294 | 0.01% | 0.01% | 22 | +27,047 | 3.17% | Q1 2026 | May 14, 2026 |
| NORGES BANK | History | No change | 746,569 | 85,885 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 712,859 | 80,403 | 0.04% | 0.04% | 24 | -14,160 | -1.95% | Q1 2026 | May 04, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 701,187 | 79,087 | 0.7% | 0.71% | 25 | -17,090 | -2.38% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 695,276 | 78,420 | 0.01% | 0.01% | 26 | +45,547 | 7.01% | Q1 2026 | May 15, 2026 |
| Global Alpha Capital Management Ltd. | History | Added to | 658,982 | 74,326 | 4.47% | 4.44% | 27 | +26,766 | 4.23% | Q1 2026 | May 11, 2026 |
| Nuveen, LLC | History | Reduced | 656,034 | 73,994 | 0.02% | 0.02% | 28 | -134,711 | -17.04% | Q1 2026 | Apr 30, 2026 |
| Clearbridge Investments, LLC | History | Added to | 649,571 | 73,265 | 0.06% | 0.06% | 29 | +35,534 | 5.79% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 607,314 | 68,500 | 0.01% | 0.01% | 30 | +121,248 | 24.94% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 552,717 | 62,341 | 0.01% | 0.01% | 31 | -824 | -0.15% | Q1 2026 | May 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 482,949 | 54,471 | 0.44% | 0.34% | 32 | +120,831 | 33.37% | Q1 2026 | May 01, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 463,142 | 52,237 | 0.01% | — | 33 | +463,142 | New | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 446,393 | 50,348 | 0.09% | 0.1% | 34 | -13,026 | -2.84% | Q1 2026 | May 14, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | Added to | 403,907 | 45,556 | 3.75% | 3.2% | 35 | +67,195 | 19.96% | Q1 2026 | May 13, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Added to | 346,445 | 39,075 | 0.9% | 0.94% | 36 | +610 | 0.18% | Q1 2026 | May 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 339,702 | 38,314 | 0.01% | 0.01% | 37 | -13,539 | -3.83% | Q1 2026 | May 14, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 325,964 | 36,765 | 1.39% | 1.44% | 38 | -22,272 | -6.4% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 314,145 | 35,432 | 0.01% | 0.01% | 39 | -32,559 | -9.39% | Q1 2026 | May 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 321,910 | 35,403 | 0.03% | 0.04% | 40 | -158,603 | -33.01% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 310,883 | 34,190 | 0.0% | 0.0% | 41 | -58,176 | -15.76% | Q1 2026 | May 13, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | New | 294,880 | 33,259 | 0.33% | — | 42 | +294,880 | New | Q1 2026 | Apr 16, 2026 |
| UBS Group AG | History | Reduced | 292,827 | 33,027 | 0.0% | 0.01% | 43 | -59,958 | -17.0% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 285,310 | 32,180 | 0.01% | 0.01% | 44 | +9,707 | 3.52% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 281,238 | 31,721 | 0.05% | 0.0% | 45 | +280,785 | 61983.44% | Q1 2026 | May 06, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 277,054 | 31,249 | 0.02% | 0.03% | 46 | +66,008 | 31.28% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 274,336 | 30,942 | 0.0% | 0.0% | 47 | -8,777 | -3.1% | Q1 2026 | May 12, 2026 |
| EMERALD ADVISERS, LLC | History | Reduced | 267,438 | 30,164 | 0.95% | 0.98% | 48 | -7,858 | -2.85% | Q1 2026 | May 04, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 266,732 | 30,084 | 0.03% | 0.01% | 49 | +170,107 | 176.05% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 242,438 | 27,344 | 0.01% | 0.01% | 50 | -24,313 | -9.11% | Q1 2026 | May 05, 2026 |
| Stieven Capital Advisors, L.P. | History | Reduced | 228,789 | 25,805 | 5.51% | 4.9% | 51 | -800 | -0.35% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 227,782 | 25,691 | 0.02% | 0.02% | 52 | +3,276 | 1.46% | Q1 2026 | May 12, 2026 |
| ProShare Advisors LLC | History | Reduced | 215,435 | 24,298 | 0.04% | 0.06% | 53 | -94,222 | -30.43% | Q1 2026 | Apr 24, 2026 |
| Boston Trust Walden Corp | History | Reduced | 208,003 | 23,460 | 0.19% | 0.21% | 54 | -29,127 | -12.28% | Q1 2026 | Apr 24, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 193,663 | 21,843 | 0.03% | 0.03% | 55 | -273 | -0.14% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 190,703 | 21,509 | 0.02% | 0.02% | 56 | -3,769 | -1.94% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 192,661 | 21,504 | 0.01% | 0.01% | 57 | +43,188 | 28.89% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 186,932 | 21,084 | 0.0% | 0.0% | 58 | +2,410 | 1.31% | Q1 2026 | May 13, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 178,464 | 19,627 | 0.04% | 0.04% | 59 | -6,621 | -3.58% | Q1 2026 | May 07, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 170,674 | 19,250 | 0.03% | 0.03% | 60 | +9,684 | 6.02% | Q1 2026 | May 11, 2026 |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | History | No change | 170,440 | 19,223 | 7.18% | 6.21% | 61 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 160,691 | 18,124 | 0.03% | 0.07% | 62 | -219,520 | -57.74% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 159,825 | 18,026 | 0.01% | — | 63 | +159,825 | New | Q1 2026 | May 15, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 158,617 | 17,890 | 0.87% | 0.89% | 64 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 151,351 | 17,070 | 0.12% | 0.1% | 65 | +33,760 | 28.71% | Q1 2026 | Apr 14, 2026 |
| Swiss National Bank | History | Added to | 150,220 | 16,943 | 0.01% | 0.01% | 66 | +400 | 0.27% | Q1 2026 | May 07, 2026 |
| Gator Capital Management, LLC | History | Added to | 145,380 | 16,397 | 3.35% | 3.17% | 67 | +9,250 | 6.79% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 138,296 | 15,598 | 0.0% | 0.0% | 68 | -67,355 | -32.75% | Q1 2026 | May 11, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 133,550 | 15,063 | 0.05% | 0.07% | 69 | -92,296 | -40.87% | Q1 2026 | May 08, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 132,821 | 14,980 | 0.01% | 0.01% | 70 | +4,928 | 3.85% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 132,428 | 14,936 | 0.0% | 0.01% | 71 | -24,020 | -15.35% | Q1 2026 | May 04, 2026 |
| Ceredex Value Advisors LLC | History | Reduced | 131,575 | 14,840 | 0.47% | 0.56% | 72 | -30,600 | -18.87% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 116,376 | 13,126 | 0.03% | 0.0% | 73 | +99,624 | 594.7% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 105,549 | 11,904 | 0.01% | 0.01% | 74 | +21,572 | 25.69% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 104,223 | 11,755 | 0.02% | 0.01% | 75 | +45,390 | 77.15% | Q1 2026 | May 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 97,269 | 10,970 | 0.12% | 0.12% | 76 | -2,858 | -2.85% | Q1 2026 | May 07, 2026 |
| Legal & General Group Plc | History | Reduced | 97,244 | 10,968 | 0.0% | 0.0% | 77 | -16,433 | -14.46% | Q1 2026 | May 08, 2026 |
| STRS OHIO | History | Reduced | 96,000 | 10,827 | 0.04% | 0.04% | 78 | -6,000 | -5.88% | Q1 2026 | Apr 24, 2026 |
| Retirement Systems of Alabama | History | Added to | 87,536 | 9,873 | 0.03% | 0.03% | 79 | +1,847 | 2.16% | Q1 2026 | Apr 24, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 87,178 | 9,832 | 0.01% | 0.01% | 80 | +15,997 | 22.47% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 80,632 | 9,094 | 0.0% | 0.01% | 81 | -104,325 | -56.41% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 80,603 | 9,091 | 0.0% | 0.0% | 82 | -9,122 | -10.17% | Q1 2026 | May 06, 2026 |
| THIRD AVENUE MANAGEMENT LLC | History | No change | 78,245 | 8,825 | 1.43% | 1.64% | 83 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 77,151 | 8,701 | 0.01% | 0.0% | 84 | +43,375 | 128.42% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 76,213 | 8,596 | 0.0% | 0.0% | 85 | +55,012 | 259.48% | Q1 2026 | May 12, 2026 |
| FIL Ltd | History | Added to | 76,177 | 8,592 | 0.01% | 0.0% | 86 | +31,177 | 69.28% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 73,403 | 8,279 | 0.04% | 0.04% | 87 | -338 | -0.46% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 72,915 | 8,225 | 0.0% | 0.0% | 88 | -7,848 | -9.72% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 71,547 | 8,069 | 0.0% | 0.0% | 89 | +64,640 | 935.86% | Q1 2026 | May 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 70,394 | 7,939 | 0.01% | — | 90 | +70,394 | New | Q1 2026 | May 08, 2026 |
| Jain Global LLC | History | New | 69,756 | 7,867 | 0.03% | — | 91 | +69,756 | New | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 69,343 | 7,821 | 0.01% | 0.01% | 92 | -3,299 | -4.54% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | New | 65,640 | 7,403 | 0.24% | — | 93 | +65,640 | New | Q1 2026 | May 18, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 64,595 | 7,286 | 0.01% | 0.01% | 94 | +9,319 | 16.86% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 63,414 | 7,152 | 0.0% | 0.0% | 95 | +36,998 | 140.06% | Q1 2026 | May 15, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Reduced | 43,594 | 7,150 | 0.92% | 0.62% | 96 | -460 | -1.04% | Q1 2026 | May 14, 2026 |
| Karl Kapital LLC | History | Added to | 62,314 | 7,028 | 4.87% | 5.28% | 97 | +10,586 | 20.46% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 61,835 | 6,974 | 0.01% | 0.01% | 98 | -8,095 | -11.58% | Q1 2026 | May 15, 2026 |
| Vest Financial, LLC | History | Added to | 61,254 | 6,908 | 0.08% | 0.08% | 99 | +8,150 | 15.35% | Q1 2026 | Apr 23, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 60,770 | 6,854 | 0.39% | — | 100 | +60,770 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 59,170 | 6,673 | 0.01% | 0.02% | 101 | -80,100 | -57.51% | Q1 2026 | May 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 59,066 | 6,662 | 0.03% | 0.03% | 102 | +3,790 | 6.86% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 58,158 | 6,560 | 0.01% | 0.01% | 103 | -2,318 | -3.83% | Q1 2026 | Apr 27, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 55,956 | 6,437 | 0.71% | 0.71% | 104 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NICOLET BANKSHARES INC | History | New | 55,956 | 6,311 | 0.23% | — | 105 | +55,956 | New | Q1 2026 | May 14, 2026 |
| Handelsbanken Fonder AB | History | Added to | 55,790 | 6,293 | 0.02% | 0.01% | 106 | +35,000 | 168.35% | Q1 2026 | Apr 28, 2026 |
| BROWN ADVISORY INC | History | Reduced | 53,073 | 5,986 | 0.01% | 0.01% | 107 | -2,679 | -4.81% | Q1 2026 | May 15, 2026 |
| Triveni Capital Investments LP | History | No change | 50,932 | 5,744 | 5.69% | 4.37% | 108 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | New | 50,160 | 5,657 | 0.04% | — | 109 | +50,160 | New | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 49,145 | 5,543 | 0.12% | 0.12% | 110 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 48,740 | 5,497 | 0.23% | 0.22% | 111 | +1,995 | 4.27% | Q1 2026 | Apr 21, 2026 |
| Midwest Trust Co | History | Reduced | 48,416 | 5,460 | 0.07% | 0.07% | 112 | -1,240 | -2.5% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 48,181 | 5,434 | 0.01% | 0.01% | 113 | -83 | -0.17% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 47,885 | 5,400 | 0.0% | 0.0% | 114 | -14,040 | -22.67% | Q1 2026 | May 11, 2026 |
| Holocene Advisors, LP | History | Added to | 46,010 | 5,189 | 0.01% | 0.01% | 115 | +15,184 | 49.26% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | New | 45,497 | 5,131 | 0.01% | — | 116 | +45,497 | New | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 44,091 | 4,973 | 0.06% | 0.06% | 117 | -624 | -1.4% | Q1 2026 | Apr 23, 2026 |
| FJ Capital Management LLC | History | Added to | 43,740 | 4,933 | 0.56% | 0.34% | 118 | +17,191 | 64.75% | Q1 2026 | May 15, 2026 |
| Petiole USA ltd | History | Added to | 42,622 | 4,807 | 3.36% | 1.8% | 119 | +18,500 | 76.69% | Q1 2026 | May 14, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 41,925 | 4,728 | 0.02% | 0.03% | 120 | -29,176 | -41.03% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 41,283 | 4,661 | 0.01% | 0.01% | 121 | +686 | 1.69% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 41,143 | 4,640 | 0.02% | 0.02% | 122 | -1,449 | -3.4% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 41,965 | 4,588 | 0.0% | 0.0% | 123 | +36,593 | 681.18% | Q1 2026 | May 15, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 38,886 | 4,385 | 0.86% | 1.33% | 124 | -26,114 | -40.18% | Q1 2026 | May 15, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 38,261 | 4,315 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vanguard Global Advisers, LLC | History | New | 37,721 | 4,254 | 0.0% | — | 126 | +37,721 | New | Q1 2026 | May 08, 2026 |
| PRUDENTIAL PLC | History | New | 37,411 | 4,219 | 0.02% | — | 127 | +37,411 | New | Q1 2026 | May 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 37,062 | 4,180 | 0.08% | 0.1% | 128 | -12,918 | -25.85% | Q1 2026 | Apr 13, 2026 |
| LPL Financial LLC | History | Reduced | 35,834 | 4,041 | 0.0% | 0.0% | 129 | -5,869 | -14.07% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Reduced | 35,132 | 3,961 | 0.0% | 0.0% | 130 | -1,329 | -3.64% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 34,391 | 3,878 | 0.03% | 0.06% | 131 | -99,608 | -74.33% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 33,627 | 3,868 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 34,219 | 3,859 | 0.01% | 0.02% | 133 | -11,912 | -25.82% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 34,101 | 3,846 | 0.01% | 0.01% | 134 | +318 | 0.94% | Q1 2026 | May 15, 2026 |
| Phocas Financial Corp. | History | Reduced | 33,952 | 3,829 | 0.6% | 0.65% | 135 | -9,452 | -21.78% | Q1 2026 | Apr 30, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 33,925 | 3,823 | 0.0% | 0.0% | 136 | +2,913 | 9.39% | Q1 2026 | May 08, 2026 |
| ExodusPoint Capital Management, LP | History | New | 33,763 | 3,808 | 0.03% | — | 137 | +33,763 | New | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 33,001 | 3,724 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 31,308 | 3,531 | 0.01% | 0.01% | 139 | +715 | 2.34% | Q1 2026 | May 11, 2026 |
| AMALGAMATED BANK | History | Added to | 30,910 | 3,486 | 0.03% | 0.02% | 140 | +804 | 2.67% | Q1 2026 | May 08, 2026 |
| Horizon Investments, LLC | History | Added to | 30,063 | 3,390 | 0.04% | 0.0% | 141 | +28,724 | 2145.18% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 30,007 | 3,384 | 0.01% | 0.0% | 142 | +29,431 | 5109.55% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | Reduced | 29,422 | 3,318 | 0.02% | 0.02% | 143 | -479 | -1.6% | Q1 2026 | May 11, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 29,142 | 3,233 | 0.03% | 0.0% | 144 | +27,321 | 1500.33% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 28,567 | 3,222 | 0.12% | 0.27% | 145 | -40,173 | -58.44% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 28,400 | 3,203 | 0.01% | 0.0% | 146 | +20,844 | 275.86% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 28,248 | 3,186 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 28,168 | 3,177 | 0.01% | 0.01% | 148 | +4,249 | 17.76% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 28,082 | 3,167 | 0.03% | 0.04% | 149 | +1,805 | 6.87% | Q1 2026 | May 13, 2026 |
| Friday Financial | History | Added to | 25,912 | 2,922 | 1.01% | 1.05% | 150 | +12 | 0.05% | Q1 2026 | Apr 16, 2026 |
| Bullseye Asset Management LLC | History | New | 25,000 | 2,820 | 1.63% | — | 151 | +25,000 | New | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 24,929 | 2,811 | 0.01% | — | 152 | +24,929 | New | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 24,554 | 2,769 | 0.0% | — | 153 | +24,554 | New | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | New | 24,387 | 2,750 | 0.03% | — | 154 | +24,387 | New | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 23,789 | 2,684 | 0.01% | 0.01% | 155 | -1,087 | -4.37% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 23,458 | 2,645 | 0.0% | 0.0% | 156 | +294 | 1.27% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 22,932 | 2,586 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 22,084 | 2,490 | 0.0% | 0.0% | 158 | -793 | -3.47% | Q1 2026 | May 13, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | Added to | 22,002 | 2,481 | 1.91% | 0.69% | 159 | +14,700 | 201.31% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 21,692 | 2,446 | 0.02% | 0.02% | 160 | +656 | 3.12% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 21,197 | 2,391 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 21,026 | 2,371 | 0.0% | 0.0% | 162 | +1,420 | 7.24% | Q1 2026 | May 12, 2026 |
| Bayview Asset Management, LLC | History | Added to | 20,968 | 2,364 | 0.91% | 0.27% | 163 | +10,968 | 109.68% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 20,872 | 2,354 | 0.03% | 0.03% | 164 | -1,250 | -5.65% | Q1 2026 | Apr 24, 2026 |
| Arizona State Retirement System | History | Reduced | 20,863 | 2,353 | 0.01% | 0.01% | 165 | -191 | -0.91% | Q1 2026 | May 01, 2026 |
| SG Americas Securities, LLC | History | Added to | 20,784 | 2,344 | 0.0% | 0.0% | 166 | +8,013 | 62.74% | Q1 2026 | Apr 16, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 20,705 | 2,335 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 20,700 | 2,334 | 0.04% | 0.04% | 168 | +900 | 4.55% | Q1 2026 | Apr 20, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 20,571 | 2,320 | 0.0% | 0.01% | 169 | -39,952 | -66.01% | Q1 2026 | May 11, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 20,211 | 2,279 | 0.02% | 0.02% | 170 | -1,195 | -5.58% | Q1 2026 | May 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 20,136 | 2,271 | 0.01% | — | 171 | +20,136 | New | Q1 2026 | May 08, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 20,087 | 2,265 | 0.03% | — | 172 | +20,087 | New | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 19,936 | 2,248 | 0.02% | 0.02% | 173 | -4 | -0.02% | Q1 2026 | Apr 29, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 19,526 | 2,202 | 0.02% | — | 174 | +19,526 | New | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 19,701 | 2,197 | 0.07% | 0.1% | 175 | -9,181 | -31.79% | Q1 2026 | May 11, 2026 |
| Paragon Capital Management LLC | History | No change | 19,272 | 2,173 | 1.08% | 1.12% | 176 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 19,158 | 2,160 | 0.07% | 0.07% | 177 | +69 | 0.36% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 18,591 | 2,098 | 0.0% | 0.0% | 178 | -15,147 | -44.9% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 18,030 | 2,033 | 0.03% | 0.04% | 179 | -2,542 | -12.36% | Q1 2026 | Apr 21, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 17,883 | 2,017 | 0.17% | 0.2% | 181 | -3,223 | -15.27% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 17,890 | 2,017 | 0.01% | 0.01% | 180 | +23 | 0.13% | Q1 2026 | May 01, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 17,777 | 2,005 | 0.06% | 0.06% | 182 | +89 | 0.5% | Q1 2026 | May 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 17,594 | 1,984 | 0.02% | 0.03% | 183 | -12,848 | -42.2% | Q1 2026 | May 08, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 17,141 | 1,933 | 0.01% | 0.01% | 184 | +300 | 1.78% | Q1 2026 | May 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 16,857 | 1,901 | 0.04% | — | 185 | +16,857 | New | Q1 2026 | Apr 27, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 16,695 | 1,889 | 0.01% | 0.01% | 186 | -400 | -2.34% | Q1 2026 | Apr 29, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 15,996 | 1,804 | 0.03% | 0.02% | 187 | +22 | 0.14% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Reduced | 15,356 | 1,731 | 0.02% | 0.02% | 188 | -1,446 | -8.61% | Q1 2026 | May 05, 2026 |
| Interval Partners, LP | History | New | 15,046 | 1,697 | 0.04% | — | 189 | +15,046 | New | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 14,616 | 1,648 | 0.02% | 0.02% | 190 | +400 | 2.81% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Added to | 14,434 | 1,628 | 0.0% | 0.0% | 191 | +560 | 4.04% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 14,291 | 1,611 | 0.0% | 0.0% | 192 | -11,960 | -45.56% | Q1 2026 | May 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 13,900 | 1,568 | 0.05% | 0.05% | 193 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 13,554 | 1,553 | 0.01% | 0.02% | 194 | -14 | -0.1% | Q1 2026 | Apr 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 13,737 | 1,549 | 0.0% | 0.0% | 195 | -1,813 | -11.66% | Q1 2026 | May 14, 2026 |
| Angel Oak Capital Advisors, LLC | History | No change | 13,600 | 1,533 | 1.7% | 2.27% | 196 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 13,355 | 1,505 | 0.0% | 0.0% | 197 | +9,932 | 290.15% | Q1 2026 | Apr 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 12,688 | 1,431 | 0.01% | 0.01% | 198 | -427 | -3.26% | Q1 2026 | May 13, 2026 |
| Steele Capital Management, Inc. | History | Added to | 12,371 | 1,400 | 0.06% | 0.06% | 199 | +4 | 0.03% | Q1 2026 | Apr 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 12,354 | 1,393 | 0.0% | 0.0% | 200 | -489 | -3.81% | Q1 2026 | May 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 12,280 | 1,385 | 0.0% | 0.0% | 201 | +860 | 7.53% | Q1 2026 | Apr 22, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 12,099 | 1,364 | 0.01% | 0.01% | 202 | +6,029 | 99.32% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 11,497 | 1,296 | 0.0% | 0.0% | 203 | -498 | -4.15% | Q1 2026 | May 13, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 10,263 | 1,294 | 0.02% | 0.02% | 204 | +619 | 6.42% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 11,005 | 1,241 | 0.02% | — | 205 | +11,005 | New | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 10,999 | 1,240 | 0.15% | 0.16% | 206 | +4 | 0.04% | Q1 2026 | Apr 23, 2026 |
| ATWOOD & PALMER INC | History | No change | 10,729 | 1,210 | 0.07% | 0.07% | 207 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 10,410 | 1,197 | 0.08% | 0.08% | 208 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Fourthstone LLC | History | New | 10,500 | 1,184 | 0.2% | — | 209 | +10,500 | New | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 10,278 | 1,159 | 0.01% | 0.01% | 210 | +1,447 | 16.39% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 10,218 | 1,152 | 0.01% | 0.01% | 211 | +830 | 8.84% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,159 | 1,146 | 0.0% | 0.0% | 212 | +34 | 0.34% | Q1 2026 | Apr 30, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 9,869 | 1,113 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Entropy Technologies, LP | History | New | 8,962 | 1,010 | 0.05% | — | 214 | +8,962 | New | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 8,875 | 1,001 | 0.0% | 0.0% | 215 | -2,773 | -23.81% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 8,657 | 976 | 0.02% | 0.02% | 216 | -2,111 | -19.6% | Q1 2026 | Apr 22, 2026 |
| Accredited Investors Inc. | History | Reduced | 8,489 | 957 | 0.05% | 0.06% | 217 | -1,450 | -14.59% | Q1 2026 | Apr 30, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 8,479 | 956 | 0.0% | 0.0% | 218 | -62 | -0.73% | Q1 2026 | May 06, 2026 |
| IHT Wealth Management, LLC | History | Added to | 8,379 | 945 | 0.02% | 0.02% | 219 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 8,337 | 944 | 0.01% | 0.01% | 220 | +786 | 10.41% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,447 | 934 | 0.0% | 0.0% | 221 | -569 | -6.31% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 8,095 | 913 | 0.0% | 0.0% | 222 | +119 | 1.49% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Added to | 7,787 | 878 | 0.0% | 0.0% | 223 | +971 | 14.25% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 7,651 | 862 | 0.0% | 0.0% | 224 | -2,098 | -21.52% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 7,597 | 856 | 0.0% | 0.0% | 225 | +547 | 7.76% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 7,434 | 838 | 0.0% | 0.0% | 226 | -4,167 | -35.92% | Q1 2026 | Apr 30, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 7,433 | 838 | 0.03% | 0.03% | 227 | -754 | -9.21% | Q1 2026 | May 15, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 7,402 | 834 | 0.1% | 0.12% | 228 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PMC FIG Opportunities LLC | History | New | 7,302 | 823 | 1.27% | — | 229 | +7,302 | New | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 7,272 | 820 | 0.02% | 0.02% | 230 | +125 | 1.75% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 7,136 | 804 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CIBC Bancorp USA Inc. | History | New | 7,007 | 790 | 0.0% | — | 232 | +7,007 | New | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Reduced | 6,828 | 770 | 0.0% | 0.0% | 233 | -350 | -4.88% | Q1 2026 | May 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 6,782 | 765 | 0.02% | 0.03% | 234 | -164 | -2.36% | Q1 2026 | May 06, 2026 |
| Brooklyn Investment Group | History | New | 6,646 | 749 | 0.02% | — | 235 | +6,646 | New | Q1 2026 | Apr 29, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 6,506 | 733 | 0.02% | — | 236 | +6,506 | New | Q1 2026 | May 13, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 6,264 | 706 | 0.04% | 0.04% | 237 | +702 | 12.62% | Q1 2026 | May 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 6,409 | 704 | 0.12% | — | 238 | +6,409 | New | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 6,236 | 703 | 0.01% | 0.0% | 239 | +4,169 | 201.69% | Q1 2026 | May 01, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 6,218 | 701 | 0.01% | 0.01% | 240 | -1,423 | -18.62% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 6,189 | 698 | 0.0% | 0.0% | 241 | +419 | 7.26% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 5,900 | 665 | 0.0% | 0.0% | 242 | +1,077 | 22.33% | Q1 2026 | May 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 5,224 | 654 | 0.8% | 0.04% | 243 | +5,021 | 2473.4% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,506 | 621 | 0.0% | 0.0% | 244 | -350 | -5.98% | Q1 2026 | May 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,486 | 619 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 5,318 | 599 | 0.0% | 0.0% | 246 | +137 | 2.64% | Q1 2026 | May 14, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 5,263 | 593 | 0.02% | 0.02% | 247 | +128 | 2.49% | Q1 2026 | May 01, 2026 |
| CenterBook Partners LP | History | Reduced | 5,215 | 588 | 0.03% | 0.07% | 248 | -6,603 | -55.87% | Q1 2026 | May 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 5,120 | 577 | 0.0% | 0.06% | 249 | -416,945 | -98.79% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 5,085 | 575 | 0.01% | 0.01% | 250 | +1,066 | 26.52% | Q1 2026 | May 14, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 5,072 | 572 | 0.06% | 1.47% | 251 | -124,458 | -96.08% | Q1 2026 | May 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 5,071 | 571 | 0.0% | 0.0% | 252 | -69 | -1.34% | Q1 2026 | Apr 24, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 4,968 | 571 | 0.04% | 0.04% | 253 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Whelan Financial | History | Added to | 5,008 | 564 | 0.18% | 0.18% | 254 | +1 | 0.02% | Q1 2026 | Apr 24, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 4,909 | 553 | 0.0% | 0.0% | 256 | +1,429 | 41.06% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 4,811 | 553 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KLCM Advisors, Inc. | History | No change | 4,878 | 550 | 0.05% | 0.05% | 257 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| iSAM Funds (UK) Ltd | History | New | 4,862 | 548 | 0.27% | — | 258 | +4,862 | New | Q1 2026 | May 13, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 4,768 | 537 | 0.02% | 0.02% | 259 | -95 | -1.95% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,460 | 513 | 0.0% | 0.0% | 260 | -12,669 | -73.96% | Q1 2026 | Apr 08, 2026 |
| ALPS ADVISORS INC | History | New | 4,490 | 506 | 0.0% | — | 261 | +4,490 | New | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,356 | 491 | 0.0% | 0.0% | 262 | +107 | 2.52% | Q1 2026 | Apr 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 4,321 | 489 | 0.0% | 0.01% | 263 | -14,555 | -77.11% | Q1 2026 | Apr 30, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 4,270 | 481 | 0.03% | 0.03% | 264 | -195 | -4.37% | Q1 2026 | Apr 29, 2026 |
| Stembrook Asset Management, LLC | History | No change | 4,269 | 481 | 0.47% | 0.46% | 265 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,251 | 479 | 0.01% | 0.01% | 266 | +86 | 2.06% | Q1 2026 | Apr 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 4,234 | 477 | 0.0% | 0.0% | 267 | -2,117 | -33.33% | Q1 2026 | Apr 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 4,058 | 457 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Amundi | History | Added to | 4,027 | 454 | 0.0% | 0.0% | 269 | +1,937 | 92.68% | Q1 2026 | May 15, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 4,002 | 451 | 0.04% | 0.05% | 270 | -730 | -15.43% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,937 | 444 | 0.0% | 0.0% | 271 | +29 | 0.74% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,914 | 441 | 0.0% | 0.0% | 272 | -438 | -10.06% | Q1 2026 | Apr 07, 2026 |
| L. Roy Papp & Associates, LLP | History | Reduced | 3,900 | 439 | 0.05% | 0.05% | 273 | -130 | -3.23% | Q1 2026 | Apr 14, 2026 |
| DnB Asset Management AS | History | New | 3,828 | 431 | 0.0% | — | 274 | +3,828 | New | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,814 | 430 | 0.01% | 0.01% | 275 | +748 | 24.4% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | Reduced | 3,806 | 429 | 0.04% | 0.04% | 276 | -597 | -13.56% | Q1 2026 | Apr 15, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 3,808 | 429 | 0.03% | 0.03% | 277 | +9 | 0.24% | Q1 2026 | May 04, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 3,752 | 423 | 0.04% | 0.03% | 278 | +1,051 | 38.91% | Q1 2026 | Apr 22, 2026 |
| Whalen Wealth Management Inc. | History | New | 3,739 | 421 | 0.23% | — | 279 | +3,739 | New | Q1 2026 | Apr 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | New | 3,650 | 411 | 0.0% | — | 281 | +3,650 | New | Q1 2026 | Apr 30, 2026 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | History | Added to | 3,650 | 411 | 0.17% | 0.1% | 280 | +1,250 | 52.08% | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | Reduced | 3,603 | 406 | 0.09% | 0.12% | 282 | -761 | -17.44% | Q1 2026 | Apr 28, 2026 |
| GTS SECURITIES LLC | History | New | 3,577 | 403 | 0.01% | — | 283 | +3,577 | New | Q1 2026 | May 14, 2026 |
| Vestcor Inc | History | New | 3,567 | 402 | 0.01% | — | 284 | +3,567 | New | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,471 | 391 | 0.0% | 0.0% | 285 | +1,843 | 113.21% | Q1 2026 | May 14, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 3,466 | 390 | 0.01% | 0.01% | 286 | -417 | -10.74% | Q1 2026 | Apr 24, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 3,444 | 388 | 0.0% | 0.01% | 287 | -2,980 | -46.39% | Q1 2026 | Apr 20, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 3,387 | 382 | 0.19% | 0.19% | 288 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,210 | 369 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 3,265 | 368 | 0.0% | 0.0% | 291 | -130 | -3.83% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 3,263 | 368 | 0.0% | 0.01% | 290 | -50 | -1.51% | Q1 2026 | Apr 23, 2026 |
| Douglass Winthrop Advisors, LLC | History | Reduced | 3,250 | 366 | 0.01% | 0.01% | 292 | -890 | -21.5% | Q1 2026 | May 13, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 3,180 | 358 | 0.26% | 0.27% | 293 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| LexAurum Advisors, LLC | History | New | 3,137 | 353 | 0.05% | — | 294 | +3,137 | New | Q1 2026 | Apr 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,096 | 349 | 0.0% | 0.0% | 295 | +533 | 20.8% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,096 | 349 | 0.0% | 0.0% | 296 | +186 | 6.39% | Q1 2026 | May 08, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 2,959 | 340 | 0.07% | 0.07% | 297 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | New | 3,000 | 338 | 0.19% | — | 298 | +3,000 | New | Q1 2026 | Apr 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 2,927 | 330 | 0.0% | 0.0% | 299 | +1,083 | 58.73% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 2,916 | 328 | 0.01% | 0.01% | 300 | +930 | 46.83% | Q1 2026 | May 04, 2026 |