UNITED STATES LIME & MINERALS INC - USLM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 863,200 | 112,742 | 0.0% | 0.0% | 1 | -151,032 | -14.89% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 927,176 | 111,020 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 747,640 | 97,640 | 0.02% | 0.02% | 3 | -5,650 | -0.75% | Q1 2026 | May 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 614,463 | 80,255 | 0.13% | 0.12% | 4 | -24,879 | -3.89% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 456,573 | 59,633 | 0.0% | — | 5 | +456,573 | New | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 441,951 | 57,723 | 0.04% | 0.02% | 6 | +203,030 | 84.98% | Q1 2026 | May 13, 2026 |
| Select Equity Group, L.P. | History | Added to | 405,681 | 52,985 | 0.27% | 0.19% | 7 | +38,376 | 10.45% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 354,083 | 46,253 | 0.0% | 0.0% | 8 | +12,331 | 3.61% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 330,600 | 43,179 | 0.0% | — | 9 | +330,600 | New | Q1 2026 | May 08, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 326,965 | 42,705 | 0.03% | 0.0% | 10 | +316,063 | 2899.13% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 302,060 | 39,452 | 0.0% | 0.0% | 11 | -23,862 | -7.32% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 289,932 | 37,865 | 0.05% | 0.04% | 12 | +39,870 | 15.94% | Q1 2026 | May 15, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 286,260 | 37,388 | 0.12% | 0.09% | 13 | +13,403 | 4.91% | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Reduced | 235,589 | 30,770 | 0.0% | 0.0% | 14 | -1,816 | -0.76% | Q1 2026 | May 15, 2026 |
| ArrowMark Colorado Holdings LLC | History | Added to | 199,855 | 26,103 | 0.69% | 0.51% | 15 | +7,219 | 3.75% | Q1 2026 | May 15, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 143,665 | 18,764 | 0.42% | 0.5% | 16 | -42,291 | -22.74% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | Added to | 123,589 | 16,141 | 0.0% | 0.0% | 17 | +6,827 | 5.85% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 116,385 | 15,201 | 0.0% | 0.0% | 18 | -7,406 | -5.98% | Q1 2026 | May 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 90,972 | 11,881 | 0.12% | 0.07% | 19 | +33,352 | 57.88% | Q1 2026 | May 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 88,033 | 11,497 | 0.0% | 0.0% | 20 | -331 | -0.37% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 86,491 | 11,297 | 0.17% | 0.17% | 21 | -5,596 | -6.08% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 77,039 | 10,062 | 0.0% | 0.0% | 22 | -2,094 | -2.65% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 74,121 | 9,680 | 0.0% | 0.0% | 23 | +10,038 | 15.66% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 72,973 | 9,531 | 0.0% | — | 24 | +72,973 | New | Q1 2026 | May 08, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 69,985 | 9,140 | 0.15% | 0.14% | 25 | +1,704 | 2.5% | Q1 2026 | May 15, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Reduced | 64,717 | 8,452 | 0.05% | 0.04% | 26 | -6,218 | -8.77% | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 64,614 | 8,439 | 0.01% | 0.01% | 27 | -33,281 | -34.0% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 63,875 | 8,342 | 0.0% | 0.0% | 28 | +1 | 0.0% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 60,851 | 7,947 | 0.0% | 0.0% | 29 | -10,071 | -14.2% | Q1 2026 | May 15, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 56,017 | 7,316 | 0.02% | — | 30 | +56,017 | New | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 55,656 | 7,269 | 0.0% | 0.0% | 31 | -6,764 | -10.84% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 56,791 | 7,110 | 0.0% | 0.0% | 32 | +32,274 | 131.64% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 47,860 | 6,250 | 0.05% | 0.04% | 33 | +479 | 1.01% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 46,057 | 6,015 | 0.0% | 0.0% | 34 | +9,235 | 25.08% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 45,306 | 5,917 | 0.0% | 0.0% | 35 | -1,202 | -2.58% | Q1 2026 | May 13, 2026 |
| Cardinal Capital Management | History | Added to | 44,539 | 5,817 | 0.75% | 0.71% | 36 | +26 | 0.06% | Q1 2026 | Apr 08, 2026 |
| Davidson Capital Management Inc. | History | Added to | 42,334 | 5,529 | 1.0% | 0.0% | 37 | +42,235 | 42661.62% | Q1 2026 | Apr 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 41,239 | 5,386 | 0.01% | 0.01% | 38 | +2,120 | 5.42% | Q1 2026 | May 15, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 40,306 | 5,264 | 0.51% | 0.49% | 39 | +225 | 0.56% | Q1 2026 | Apr 10, 2026 |
| Congruence Capital, LLC | History | Reduced | 39,068 | 5,102 | 1.71% | 2.46% | 40 | -16,863 | -30.15% | Q1 2026 | May 14, 2026 |
| Moran Wealth Management, LLC | History | Added to | 36,086 | 4,713 | 0.14% | 0.03% | 41 | +27,344 | 312.79% | Q1 2026 | Apr 27, 2026 |
| North Star Investment Management Corp. | History | Reduced | 32,550 | 4,251 | 0.26% | 0.29% | 42 | -6,000 | -15.56% | Q1 2026 | Apr 23, 2026 |
| Vest Financial, LLC | History | Added to | 31,988 | 4,177 | 0.05% | 0.02% | 43 | +18,087 | 130.11% | Q1 2026 | Apr 23, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 30,979 | 4,046 | 0.12% | 0.11% | 44 | -263 | -0.84% | Q1 2026 | Apr 24, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 30,246 | 3,950 | 0.0% | 0.0% | 45 | -10,977 | -26.63% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 29,217 | 3,816 | 0.0% | 0.0% | 46 | +19,051 | 187.4% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 28,280 | 3,386 | 0.0% | 0.0% | 47 | -1,280 | -4.33% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 25,282 | 3,302 | 0.0% | 0.0% | 48 | +2,952 | 13.22% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 25,241 | 3,296 | 0.0% | 0.0% | 49 | +21,962 | 669.78% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 24,434 | 3,191 | 0.02% | 0.0% | 50 | +24,231 | 11936.45% | Q1 2026 | Apr 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 24,329 | 3,177 | 0.0% | 0.0% | 51 | -2,737 | -10.11% | Q1 2026 | May 04, 2026 |
| Man Group plc | History | Added to | 23,443 | 3,061 | 0.01% | 0.0% | 52 | +12,935 | 123.1% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 22,600 | 2,951 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 20,986 | 2,740 | 0.01% | 0.01% | 54 | -13,985 | -39.99% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 19,737 | 2,577 | 0.0% | 0.0% | 55 | +583 | 3.04% | Q1 2026 | May 04, 2026 |
| Nuveen, LLC | History | Added to | 19,625 | 2,563 | 0.0% | 0.0% | 56 | +727 | 3.85% | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Added to | 18,842 | 2,460 | 0.0% | 0.0% | 57 | +12,828 | 213.3% | Q1 2026 | May 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 18,027 | 2,354 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 17,300 | 2,259 | 0.0% | 0.0% | 59 | -1,000 | -5.46% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 17,125 | 2,236 | 0.0% | 0.0% | 60 | -2,142 | -11.12% | Q1 2026 | May 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 16,982 | 2,218 | 0.0% | 0.0% | 61 | +2,387 | 16.35% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Reduced | 16,607 | 2,169 | 0.02% | 0.03% | 62 | -6,385 | -27.77% | Q1 2026 | May 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 15,862 | 2,071 | 0.0% | 0.0% | 63 | -1,316 | -7.66% | Q1 2026 | May 14, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | No change | 15,000 | 1,959 | 0.43% | 0.37% | 64 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 14,261 | 1,862 | 0.0% | 0.0% | 65 | -28,765 | -66.85% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 13,889 | 1,814 | 0.0% | 0.0% | 66 | +5,346 | 62.58% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 13,733 | 1,793 | 0.03% | 0.03% | 67 | +3,344 | 32.19% | Q1 2026 | Apr 27, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 12,849 | 1,678 | 0.0% | 0.0% | 68 | -330 | -2.5% | Q1 2026 | May 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 12,392 | 1,618 | 0.01% | 0.0% | 69 | +9,172 | 284.84% | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 12,232 | 1,597 | 0.0% | 0.0% | 70 | +1,710 | 16.25% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 11,851 | 1,547 | 0.0% | 0.0% | 71 | -19,057 | -61.66% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 11,511 | 1,503 | 0.0% | 0.0% | 72 | +4,377 | 61.35% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 10,946 | 1,429 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 10,837 | 1,415 | 0.0% | 0.0% | 74 | -494 | -4.36% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 10,773 | 1,407 | 0.12% | 0.1% | 75 | -7,679 | -41.62% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 10,565 | 1,379 | 0.0% | — | 76 | +10,565 | New | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 9,943 | 1,298 | 0.0% | 0.0% | 77 | -4,032 | -28.85% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 9,661 | 1,261 | 0.0% | 0.0% | 78 | -14,836 | -60.56% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | New | 9,630 | 1,257 | 0.01% | — | 79 | +9,630 | New | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 9,602 | 1,254 | 0.0% | 0.0% | 80 | +2,667 | 38.46% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 9,565 | 1,249 | 0.0% | 0.0% | 81 | -2,069 | -17.78% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 9,561 | 1,247 | 0.0% | 0.0% | 82 | -388 | -3.9% | Q1 2026 | May 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 9,112 | 1,190 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 8,846 | 1,155 | 0.0% | 0.0% | 84 | +4,125 | 87.38% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 8,007 | 1,045 | 0.0% | 0.0% | 85 | -5,349 | -40.05% | Q1 2026 | May 11, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 7,966 | 1,040 | 0.12% | 0.1% | 86 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 7,693 | 1,005 | 0.0% | 0.0% | 87 | +1,211 | 18.68% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 7,438 | 971 | 0.0% | 0.0% | 88 | +176 | 2.42% | Q1 2026 | Apr 16, 2026 |
| Round Rock Advisors LLC | History | Reduced | 7,335 | 958 | 0.15% | 0.2% | 89 | -3,552 | -32.63% | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 8,764 | 943 | 0.05% | 0.01% | 90 | +6,995 | 395.42% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 6,858 | 895 | 0.0% | 0.0% | 91 | +3,226 | 88.82% | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | Reduced | 6,798 | 887 | 0.0% | 0.0% | 92 | -3,822 | -35.99% | Q1 2026 | May 08, 2026 |
| Penserra Capital Management LLC | History | New | 6,657 | 869 | 0.01% | — | 93 | +6,657 | New | Q1 2026 | May 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 6,564 | 857 | 0.01% | 0.01% | 94 | +1,450 | 28.35% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Reduced | 6,383 | 833 | 0.01% | 0.02% | 95 | -4,697 | -42.39% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,337 | 828 | 0.0% | 0.0% | 96 | +31 | 0.49% | Q1 2026 | Apr 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 6,277 | 819 | 0.0% | 0.0% | 97 | +471 | 8.11% | Q1 2026 | May 12, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 6,225 | 813 | 0.68% | 0.6% | 98 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| OPPENHEIMER & CO INC | History | New | 6,127 | 800 | 0.01% | — | 99 | +6,127 | New | Q1 2026 | Apr 23, 2026 |
| STRS OHIO | History | No change | 6,000 | 783 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 5,963 | 778 | 0.0% | 0.0% | 101 | -55 | -0.91% | Q1 2026 | May 14, 2026 |
| SummitTX Capital, L.P. | History | New | 5,686 | 742 | 0.02% | — | 102 | +5,686 | New | Q1 2026 | May 15, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | New | 5,593 | 730 | 0.03% | — | 103 | +5,593 | New | Q1 2026 | May 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 5,496 | 717 | 0.0% | 0.0% | 104 | -94 | -1.68% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 5,349 | 698 | 0.0% | — | 105 | +5,349 | New | Q1 2026 | May 08, 2026 |
| Kaizen Financial Strategies | History | Reduced | 4,953 | 661 | 0.28% | 0.26% | 106 | -25 | -0.5% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | New | 5,033 | 657 | 0.0% | — | 107 | +5,033 | New | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 4,997 | 652 | 0.0% | 0.0% | 108 | -1,068 | -17.61% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,938 | 645 | 0.0% | 0.0% | 109 | -7,383 | -59.92% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 4,905 | 641 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| LPL Financial LLC | History | Added to | 4,862 | 635 | 0.0% | 0.0% | 111 | +24 | 0.5% | Q1 2026 | May 06, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 4,500 | 587 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 4,466 | 583 | 0.0% | 0.0% | 113 | +2,400 | 116.17% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 4,322 | 564 | 0.01% | — | 114 | +4,322 | New | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Added to | 4,158 | 543 | 0.0% | 0.0% | 115 | +530 | 14.61% | Q1 2026 | May 08, 2026 |
| Handelsbanken Fonder AB | History | Added to | 4,100 | 536 | 0.0% | 0.0% | 116 | +1,000 | 32.26% | Q1 2026 | Apr 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,095 | 534 | 0.0% | 0.0% | 117 | -10,296 | -71.54% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,025 | 525 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,716 | 504 | 0.0% | 0.0% | 119 | -1,279 | -25.61% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Reduced | 3,853 | 503 | 0.0% | 0.0% | 121 | -280 | -6.77% | Q1 2026 | May 14, 2026 |
| AVIVA PLC | History | Reduced | 3,858 | 503 | 0.0% | 0.0% | 120 | -167 | -4.15% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | New | 3,848 | 502 | 0.0% | — | 122 | +3,848 | New | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 3,621 | 472 | 0.19% | 0.16% | 123 | -270 | -6.94% | Q1 2026 | Apr 14, 2026 |
| Cerity Partners LLC | History | Reduced | 3,597 | 469 | 0.0% | 0.0% | 124 | -687 | -16.04% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 3,560 | 464 | 0.0% | 0.0% | 125 | -124 | -3.37% | Q1 2026 | Apr 30, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 3,427 | 448 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Van Hulzen Asset Management, LLC | History | New | 3,282 | 428 | 0.03% | — | 127 | +3,282 | New | Q1 2026 | May 14, 2026 |
| Vestcor Inc | History | No change | 3,146 | 411 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | New | 3,144 | 410 | 0.01% | — | 130 | +3,144 | New | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 3,146 | 410 | 0.0% | 0.0% | 129 | -45 | -1.41% | Q1 2026 | May 01, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 3,151 | 402 | 0.0% | 0.0% | 131 | -5,321 | -62.81% | Q1 2026 | Apr 30, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,024 | 394 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Reduced | 3,013 | 393 | 0.0% | 0.0% | 133 | -558 | -15.63% | Q1 2026 | May 13, 2026 |
| Quantbot Technologies LP | History | New | 2,942 | 384 | 0.02% | — | 134 | +2,942 | New | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 2,926 | 382 | 0.01% | 0.01% | 135 | -180 | -5.8% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 2,847 | 371 | 0.0% | — | 136 | +2,847 | New | Q1 2026 | May 08, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 2,819 | 368 | 0.0% | 0.01% | 137 | -1,894 | -40.19% | Q1 2026 | May 08, 2026 |
| State of Alaska, Department of Revenue | History | No change | 2,802 | 365 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 2,654 | 346 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 2,634 | 344 | 0.0% | 0.0% | 140 | -474 | -15.25% | Q1 2026 | May 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 2,800 | 335 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 2,536 | 331 | 0.0% | 0.0% | 142 | -230 | -8.32% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,516 | 328 | 0.0% | 0.0% | 143 | +12 | 0.48% | Q1 2026 | Apr 30, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 2,500 | 326 | 0.01% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 2,500 | 326 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 2,500 | 326 | 0.06% | 0.06% | 146 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 2,456 | 320 | 0.06% | 0.06% | 147 | -225 | -8.39% | Q1 2026 | Apr 30, 2026 |
| AlphaQuest LLC | History | No change | 2,659 | 318 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Investment Partners, LLC | History | New | 2,256 | 294 | 0.01% | — | 149 | +2,256 | New | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,234 | 291 | 0.0% | 0.0% | 150 | +999 | 80.89% | Q1 2026 | Apr 30, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 2,200 | 287 | 0.05% | — | 151 | +2,200 | New | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 2,104 | 274 | 0.0% | 0.0% | 152 | -85 | -3.88% | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 1,944 | 253 | 0.0% | 0.0% | 153 | -57 | -2.85% | Q1 2026 | May 12, 2026 |
| Verition Fund Management LLC | History | Reduced | 1,936 | 252 | 0.0% | 0.01% | 154 | -13,695 | -87.61% | Q1 2026 | May 15, 2026 |
| Fiduciary Alliance LLC | History | No change | 1,860 | 248 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 1,801 | 235 | 0.0% | 0.0% | 156 | +130 | 7.78% | Q1 2026 | May 07, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 1,789 | 233 | 0.0% | 0.01% | 157 | -7,375 | -80.48% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,781 | 232 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fieldview Capital Management, LLC | History | New | 1,742 | 227 | 0.07% | — | 160 | +1,742 | New | Q1 2026 | May 14, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | New | 1,739 | 227 | 0.06% | — | 159 | +1,739 | New | Q1 2026 | May 04, 2026 |
| IEQ CAPITAL, LLC | History | New | 1,687 | 220 | 0.0% | — | 161 | +1,687 | New | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 1,680 | 219 | 0.0% | — | 162 | +1,680 | New | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 1,642 | 214 | 0.0% | — | 163 | +1,642 | New | Q1 2026 | May 13, 2026 |
| J. Team Financial, Inc. | History | Reduced | 1,635 | 213 | 0.24% | 0.37% | 164 | -1,497 | -47.8% | Q1 2026 | Apr 22, 2026 |
| THOMPSON DAVIS & CO., INC. | History | New | 1,575 | 205 | 0.14% | — | 166 | +1,575 | New | Q1 2026 | Apr 16, 2026 |
| ProShare Advisors LLC | History | Reduced | 1,570 | 205 | 0.0% | 0.0% | 165 | -409 | -20.67% | Q1 2026 | Apr 24, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 1,540 | 202 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,503 | 196 | 0.0% | 0.0% | 168 | -456 | -23.28% | Q1 2026 | May 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,249 | 163 | 0.0% | 0.0% | 169 | +1,065 | 578.8% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 1,009 | 132 | 0.09% | 0.13% | 170 | -984 | -49.37% | Q1 2026 | May 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 905 | 118 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 899 | 117 | 0.0% | 0.0% | 172 | -707 | -44.02% | Q1 2026 | May 15, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 821 | 107 | 0.01% | 0.01% | 173 | -791 | -49.07% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 852 | 105 | 0.0% | 0.0% | 174 | +8 | 0.95% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 827 | 99 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 820 | 98 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 743 | 97 | 0.0% | 0.0% | 177 | +116 | 18.5% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 691 | 90 | 0.0% | — | 178 | +691 | New | Q1 2026 | May 01, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 538 | 70 | 0.01% | 0.02% | 179 | -119 | -18.11% | Q1 2026 | Apr 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 471 | 61 | 0.0% | 0.0% | 180 | +18 | 3.97% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 375 | 48 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| State of Wyoming | History | Reduced | 307 | 40 | 0.0% | 0.01% | 182 | -812 | -72.56% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 303 | 39 | 0.0% | 0.0% | 183 | +41 | 15.65% | Q1 2026 | Apr 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 288 | 39 | 0.0% | 0.0% | 184 | +5 | 1.77% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | New | 285 | 37 | 0.0% | — | 185 | +285 | New | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 250 | 33 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 243 | 29 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 205 | 26 | 0.0% | 0.0% | 188 | +8 | 4.06% | Q1 2026 | Apr 06, 2026 |
| WHITTIER TRUST CO | History | New | 152 | 20 | 0.0% | — | 190 | +152 | New | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | Added to | 159 | 20 | 0.0% | 0.0% | 189 | +47 | 41.96% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 150 | 19 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 138 | 18 | 0.0% | 0.0% | 193 | -54 | -28.13% | Q1 2026 | May 19, 2026 |
| FIRST HORIZON CORP | History | Reduced | 138 | 18 | 0.0% | 0.0% | 192 | -33 | -19.3% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 156 | 18 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Reduced | 127 | 16 | 0.0% | 0.0% | 196 | -28 | -18.06% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 129 | 16 | 0.0% | 0.0% | 195 | +1 | 0.78% | Q1 2026 | Apr 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 110 | 14 | 0.0% | 0.0% | 197 | +7 | 6.8% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 105 | 13 | 0.0% | — | 201 | +105 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 101 | 13 | 0.0% | 0.0% | 200 | -25 | -19.84% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 107 | 13 | 0.0% | 0.0% | 199 | -4 | -3.6% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 100 | 13 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Reduced | 96 | 12 | 0.0% | 0.0% | 202 | -6 | -5.88% | Q1 2026 | May 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 79 | 10 | 0.0% | — | 204 | +79 | New | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Added to | 83 | 10 | 0.0% | 0.0% | 203 | +9 | 12.16% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 71 | 9 | 0.0% | — | 208 | +71 | New | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | Reduced | 72 | 9 | 0.0% | 0.0% | 206 | -30 | -29.41% | Q1 2026 | Apr 20, 2026 |
| Root Financial Partners, LLC | History | Added to | 75 | 9 | 0.0% | 0.0% | 207 | +20 | 36.36% | Q1 2026 | Apr 24, 2026 |
| Sterling Capital Management LLC | History | Reduced | 70 | 9 | 0.0% | 0.0% | 205 | -2 | -2.78% | Q1 2026 | Apr 22, 2026 |
| SIGNATUREFD, LLC | History | Added to | 63 | 8 | 0.0% | 0.0% | 209 | +26 | 70.27% | Q1 2026 | Apr 07, 2026 |
| True Wealth Design, LLC | History | No change | 62 | 8 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 46 | 6 | 0.0% | 0.0% | 211 | +29 | 170.59% | Q1 2026 | May 07, 2026 |
| Cornerstone Planning Group LLC | History | No change | 56 | 5 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 32 | 4 | 0.0% | — | 213 | +28 | 700.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 34 | 4 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | New | 24 | 3 | 0.0% | — | 217 | +24 | New | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 30 | 3 | 0.0% | 0.0% | 215 | -5 | -14.29% | Q1 2026 | Apr 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 25 | 3 | 0.0% | 0.0% | 216 | -5 | -16.67% | Q1 2026 | Apr 27, 2026 |
| Strategic Wealth Partners, Ltd. | History | New | 20 | 2 | 0.0% | — | 218 | +20 | New | Q1 2026 | May 12, 2026 |
| Optiver Holding B.V. | History | New | 16 | 2 | 0.0% | — | 219 | +16 | New | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Reduced | 8 | 1 | 0.0% | 0.0% | 224 | -47 | -85.45% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 13 | 1 | 0.0% | 0.0% | 222 | -16 | -55.17% | Q1 2026 | May 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 12 | 1 | 0.0% | — | 223 | +9 | 300.0% | Q1 2026 | Apr 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 13 | 1 | 0.0% | 0.0% | 220 | -3 | -18.75% | Q1 2026 | Apr 20, 2026 |
| Sunbelt Securities, Inc. | History | No change | 8 | 1 | 0.0% | — | 221 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 9 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -63,137 | -100.0% | Q1 2026 | May 15, 2026 |
| Estuary Capital Management LP | History | Closed out | 0 | 0 | — | 0.91% | — | -42,691 | -100.0% | Q1 2026 | May 15, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Closed out | 0 | 0 | — | 0.0% | — | -23,671 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -15,613 | -100.0% | Q1 2026 | May 14, 2026 |
| Ellsworth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -6,459 | -100.0% | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,441 | -100.0% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,335 | -100.0% | Q1 2026 | May 15, 2026 |
| Minerva Advisors LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -6,250 | -100.0% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,369 | -100.0% | Q1 2026 | May 15, 2026 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,550 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,985 | -100.0% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,816 | -100.0% | Q1 2026 | May 14, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,800 | -100.0% | Q1 2026 | May 14, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,752 | -100.0% | Q1 2026 | May 07, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,713 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -340 | -100.0% | Q1 2026 | May 08, 2026 |
| City State Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -160 | -100.0% | Q1 2026 | Apr 20, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q1 2026 | May 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 13, 2026 |
| Kemnay Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 13, 2026 |
| Marquette Asset Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 23, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 04, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q1 2026 | Apr 23, 2026 |
| Kilter Group LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 14, 2026 |
| WPG Advisers, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 29, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q1 2026 | Apr 08, 2026 |
| Freestone Grove Partners LP | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| Parkside Financial Bank & Trust | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Trust Co | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Avion Wealth | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MidFirst Bank | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |