UNITIL CORP - UTL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 3,264,147 | 158,115 | 0.0% | 0.0% | 1 | +180,492 | 5.85% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,538,652 | 74,532 | 0.0% | 0.0% | 2 | +67,456 | 4.59% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 721,277 | 34,938 | 0.0% | 0.0% | 3 | +31,186 | 4.52% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 601,260 | 29,125 | 0.01% | 0.0% | 4 | +291,325 | 94.0% | Q4 2025 | Feb 17, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 561,172 | 27,183 | 0.29% | 0.2% | 5 | +97,683 | 21.08% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 557,817 | 27,020 | 0.0% | 0.0% | 6 | -50,267 | -8.27% | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 526,561 | 25,506 | 0.02% | — | 7 | +526,561 | New | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 424,163 | 20,548 | 0.0% | 0.0% | 8 | +24,492 | 6.13% | Q4 2025 | Feb 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 396,940 | 19,227 | 0.03% | 0.03% | 9 | -87,100 | -17.99% | Q4 2025 | Feb 12, 2026 |
| Boston Trust Walden Corp | History | Reduced | 385,232 | 18,660 | 0.14% | 0.15% | 10 | -28,409 | -6.87% | Q4 2025 | Jan 28, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 348,763 | 16,894 | 0.0% | 0.0% | 11 | -20,757 | -5.62% | Q4 2025 | Feb 12, 2026 |
| REAVES W H & CO INC | History | No change | 275,000 | 13,321 | 0.23% | 0.23% | 12 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 274,303 | 13,287 | 0.73% | 0.74% | 13 | -26,286 | -8.74% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 268,215 | 12,992 | 0.0% | 0.0% | 14 | +46,797 | 21.14% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 268,046 | 12,984 | 0.0% | 0.0% | 15 | +82,266 | 44.28% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 223,564 | 10,829 | 0.0% | 0.0% | 16 | -3,454 | -1.52% | Q4 2025 | Feb 17, 2026 |
| HITE Hedge Asset Management LLC | History | Added to | 182,218 | 8,826 | 0.56% | 0.45% | 17 | +8,000 | 4.59% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 170,884 | 8,277 | 0.0% | 0.0% | 18 | +167,803 | 5446.38% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 146,984 | 7,119 | 0.0% | 0.0% | 19 | +72,959 | 98.56% | Q4 2025 | Mar 25, 2026 |
| CSM Advisors, LLC | History | Reduced | 134,245 | 6,503 | 0.18% | 0.19% | 20 | -7,080 | -5.01% | Q4 2025 | Feb 11, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 131,129 | 6,351 | 0.02% | 0.02% | 21 | -1,400 | -1.06% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 129,248 | 6,260 | 0.01% | 0.01% | 22 | +34,179 | 35.95% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Reduced | 128,839 | 6,240 | 0.01% | 0.01% | 23 | -10,147 | -7.3% | Q4 2025 | Feb 06, 2026 |
| Nuveen, LLC | History | Reduced | 110,485 | 5,351 | 0.0% | 0.0% | 24 | -3,097 | -2.73% | Q4 2025 | Feb 12, 2026 |
| Invesco Ltd. | History | Reduced | 106,779 | 5,172 | 0.0% | 0.0% | 25 | -3,553 | -3.22% | Q4 2025 | Feb 19, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 105,852 | 5,127 | 0.0% | 0.0% | 26 | -85,071 | -44.56% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 101,500 | 4,916 | 0.01% | 0.01% | 27 | +35,900 | 54.73% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 89,413 | 4,331 | 0.0% | 0.0% | 28 | +5,782 | 6.91% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 85,369 | 4,135 | 0.0% | 0.0% | 29 | +87 | 0.1% | Q4 2025 | Feb 02, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 80,121 | 3,881 | 0.01% | 0.01% | 30 | +24,857 | 44.98% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 77,544 | 3,756 | 0.0% | 0.0% | 31 | -15,321 | -16.5% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 77,278 | 3,743 | 0.0% | 0.0% | 32 | -18,293 | -19.14% | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 71,500 | 3,463 | 0.02% | — | 33 | +71,500 | New | Q4 2025 | Feb 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 69,773 | 3,379 | 0.03% | 0.03% | 34 | +320 | 0.46% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 65,301 | 3,164 | 0.0% | — | 35 | +65,301 | New | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 64,782 | 3,138 | 0.0% | 0.0% | 36 | +7,618 | 13.33% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 64,688 | 3,133 | 0.0% | 0.0% | 37 | -10,648 | -14.13% | Q4 2025 | Jan 29, 2026 |
| Aventail Capital Group, LP | History | Added to | 64,361 | 3,117 | 0.18% | 0.14% | 38 | +1,029 | 1.62% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 61,982 | 3,002 | 0.01% | 0.01% | 39 | -6,964 | -10.1% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 56,160 | 2,720 | 0.0% | 0.0% | 40 | -16,098 | -22.28% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 53,996 | 2,615 | 0.0% | 0.0% | 41 | +282 | 0.53% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 52,915 | 2,592 | 0.0% | 0.0% | 42 | -6,117 | -10.36% | Q4 2025 | Feb 17, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 48,889 | 2,368 | 0.02% | 0.02% | 43 | -14 | -0.03% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 46,824 | 2,268 | 0.0% | 0.0% | 44 | -1,328 | -2.76% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 46,738 | 2,263 | 0.0% | 0.0% | 45 | -2,089 | -4.28% | Q4 2025 | Feb 09, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 45,734 | 2,216 | 0.02% | 0.02% | 46 | -265 | -0.58% | Q4 2025 | Jan 29, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 44,972 | 2,178 | 0.01% | 0.01% | 47 | -585 | -1.28% | Q4 2025 | Jan 30, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 44,482 | 2,154 | 0.02% | 0.02% | 48 | +722 | 1.65% | Q4 2025 | Jan 14, 2026 |
| Wernau Asset Management Inc. | History | Added to | 43,252 | 2,095 | 1.13% | 1.39% | 49 | +527 | 1.23% | Q4 2025 | Jan 21, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 40,964 | 1,984 | 0.06% | 0.05% | 50 | +2,059 | 5.29% | Q4 2025 | Feb 10, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 39,515 | 1,914 | 0.0% | 0.0% | 51 | -257 | -0.65% | Q4 2025 | Feb 11, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 37,430 | 1,813 | 0.03% | 0.03% | 52 | -5,706 | -13.23% | Q4 2025 | Jan 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 36,275 | 1,757 | 0.0% | 0.0% | 53 | -12,386 | -25.45% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 35,970 | 1,742 | 0.0% | 0.0% | 54 | +6,302 | 21.24% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 34,800 | 1,685 | 0.0% | 0.0% | 55 | +3,300 | 10.48% | Q4 2025 | Feb 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 34,707 | 1,681 | 0.04% | 0.04% | 56 | +420 | 1.22% | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | No change | 33,500 | 1,622 | 0.1% | 0.1% | 57 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DC Investments Management, LLC | History | No change | 32,855 | 1,591 | 0.7% | 0.65% | 58 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 32,658 | 1,581 | 0.0% | 0.0% | 59 | -11,494 | -26.03% | Q4 2025 | Feb 18, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 32,178 | 1,558 | 0.0% | 0.0% | 60 | -42 | -0.13% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 29,546 | 1,431 | 0.0% | 0.0% | 61 | +12,329 | 71.61% | Q4 2025 | Feb 05, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 28,851 | 1,397 | 0.02% | 0.02% | 62 | +3,078 | 11.94% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 28,209 | 1,367 | 0.0% | 0.0% | 63 | -2,173 | -7.15% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 28,113 | 1,361 | 0.0% | 0.0% | 64 | -637 | -2.22% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 27,488 | 1,333 | 0.0% | 0.0% | 65 | +116 | 0.42% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 27,389 | 1,326 | 0.0% | 0.0% | 66 | +21,339 | 352.71% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 26,112 | 1,264 | 0.0% | 0.0% | 67 | +12,927 | 98.04% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 25,221 | 1,221 | 0.0% | 0.0% | 68 | +9,463 | 60.05% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 23,558 | 1,141 | 0.0% | 0.0% | 69 | -1,215 | -4.9% | Q4 2025 | Jan 29, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 23,331 | 1,130 | 0.0% | 0.01% | 70 | -97,294 | -80.66% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 23,145 | 1,121 | 0.0% | 0.0% | 71 | +387 | 1.7% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 21,587 | 1,045 | 0.0% | 0.0% | 72 | +8,929 | 70.54% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 21,505 | 1,041 | 0.0% | 0.0% | 73 | +1,857 | 9.45% | Q4 2025 | Jan 30, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 19,266 | 934 | 0.0% | 0.0% | 74 | +5,089 | 35.9% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 19,202 | 930 | 0.0% | 0.0% | 75 | +1,886 | 10.89% | Q4 2025 | Feb 10, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 19,004 | 920 | 0.02% | 0.02% | 76 | +67 | 0.35% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 17,100 | 828 | 0.0% | 0.0% | 77 | +1,700 | 11.04% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 16,808 | 814 | 0.0% | 0.0% | 78 | -1,041 | -5.83% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 16,611 | 804 | 0.0% | 0.0% | 79 | +3,945 | 31.15% | Q4 2025 | Feb 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 15,028 | 727 | 0.0% | 0.0% | 80 | +86 | 0.58% | Q4 2025 | Feb 17, 2026 |
| HENNESSY ADVISORS INC | History | No change | 14,598 | 707 | 0.03% | 0.02% | 81 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 13,715 | 667 | 0.0% | 0.0% | 82 | +894 | 6.97% | Q4 2025 | Mar 20, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 12,498 | 605 | 0.01% | — | 83 | +12,498 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 12,320 | 596 | 0.0% | 0.0% | 84 | +183 | 1.51% | Q4 2025 | Mar 16, 2026 |
| Creative Planning | History | Added to | 12,249 | 593 | 0.0% | 0.0% | 85 | +2,785 | 29.43% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 11,955 | 579 | 0.0% | — | 86 | +11,955 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 11,844 | 573 | 0.0% | 0.0% | 87 | -55 | -0.46% | Q4 2025 | Feb 06, 2026 |
| HRT FINANCIAL LP | History | Reduced | 11,296 | 547 | 0.0% | 0.0% | 88 | -152 | -1.33% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 11,186 | 541 | 0.0% | 0.0% | 89 | -1,261 | -10.13% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,686 | 518 | 0.0% | 0.0% | 90 | +129 | 1.22% | Q4 2025 | Feb 05, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 10,090 | 513 | 0.0% | 0.0% | 91 | -293 | -2.82% | Q4 2025 | Feb 18, 2026 |
| Boston Partners | History | Reduced | 10,581 | 512 | 0.0% | 0.0% | 92 | -1,305 | -10.98% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 10,519 | 509 | 0.0% | 0.0% | 93 | +215 | 2.09% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Added to | 9,841 | 476 | 0.03% | 0.02% | 95 | +4,742 | 93.0% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 9,835 | 476 | 0.0% | 0.0% | 94 | +52 | 0.53% | Q4 2025 | Feb 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 9,807 | 475 | 0.01% | 0.01% | 96 | +1,205 | 14.01% | Q4 2025 | Feb 11, 2026 |
| Inspire Investing, LLC | History | Added to | 9,698 | 469 | 0.04% | 0.04% | 97 | +232 | 2.45% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 9,630 | 466 | 0.0% | 0.0% | 98 | +82 | 0.86% | Q4 2025 | Feb 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 9,624 | 465 | 0.0% | 0.0% | 99 | +223 | 2.37% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,812 | 426 | 0.0% | 0.0% | 100 | +312 | 3.67% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Added to | 8,290 | 401 | 0.0% | 0.0% | 101 | +848 | 11.39% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 8,240 | 399 | 0.0% | 0.0% | 102 | +751 | 10.03% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 8,200 | 397 | 0.01% | 0.01% | 103 | +100 | 1.23% | Q4 2025 | Jan 16, 2026 |
| PDT Partners, LLC | History | No change | 7,990 | 387 | 0.03% | 0.02% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 7,882 | 381 | 0.0% | 0.0% | 105 | -834 | -9.57% | Q4 2025 | Feb 11, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 7,774 | 376 | 0.01% | 0.01% | 106 | +2,530 | 48.25% | Q4 2025 | Feb 18, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 7,500 | 363 | 0.0% | 0.0% | 107 | +800 | 11.94% | Q4 2025 | Jan 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 7,481 | 362 | 0.0% | 0.0% | 108 | +2,435 | 48.26% | Q4 2025 | Feb 06, 2026 |
| Quantbot Technologies LP | History | Reduced | 7,336 | 355 | 0.01% | 0.02% | 109 | -5,570 | -43.16% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 7,248 | 351 | 0.0% | 0.0% | 110 | -1,621 | -18.28% | Q4 2025 | Feb 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 7,217 | 349 | 0.0% | 0.0% | 111 | +1,107 | 18.12% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,150 | 346 | 0.0% | 0.0% | 112 | -405 | -5.36% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,892 | 333 | 0.0% | 0.0% | 113 | +584 | 9.26% | Q4 2025 | Feb 18, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 6,858 | 332 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 6,672 | 323 | 0.0% | 0.0% | 115 | +1,471 | 28.28% | Q4 2025 | Jan 27, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 6,401 | 310 | 0.0% | 0.0% | 116 | -81 | -1.25% | Q4 2025 | Feb 17, 2026 |
| New Hampshire Trust | History | No change | 6,379 | 308 | 0.06% | 0.06% | 117 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Midwest Trust Co | History | No change | 6,379 | 308 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 6,338 | 307 | 0.0% | 19.96% | 119 | -83,524 | -92.95% | Q4 2025 | Feb 17, 2026 |
| Aurora Investment Counsel | History | Reduced | 6,300 | 305 | 0.16% | 0.16% | 120 | -80 | -1.25% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 5,945 | 287 | 0.0% | — | 121 | +5,945 | New | Q4 2025 | Jan 28, 2026 |
| Ballentine Partners, LLC | History | New | 5,895 | 285 | 0.0% | — | 122 | +5,895 | New | Q4 2025 | Feb 03, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 5,876 | 284 | 0.14% | 0.15% | 123 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AMALGAMATED BANK | History | Added to | 5,121 | 248 | 0.0% | 0.0% | 124 | +354 | 7.43% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 5,023 | 243 | 0.0% | 0.0% | 125 | -1,588 | -24.02% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 4,782 | 240 | 0.0% | 0.0% | 126 | -604 | -11.21% | Q4 2025 | Jan 21, 2026 |
| Arizona State Retirement System | History | Added to | 4,934 | 239 | 0.0% | 0.0% | 127 | +123 | 2.56% | Q4 2025 | Jan 28, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,861 | 235 | 0.0% | — | 128 | +4,861 | New | Q4 2025 | Feb 18, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,841 | 234 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,835 | 234 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Added to | 4,767 | 230 | 0.05% | 0.03% | 131 | +500 | 11.72% | Q4 2025 | Feb 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 4,654 | 225 | 0.15% | 0.17% | 132 | -506 | -9.81% | Q4 2025 | Feb 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 4,487 | 217 | 0.0% | 0.0% | 133 | -2,248 | -33.38% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 4,487 | 217 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,459 | 215 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 4,435 | 214 | 0.0% | 0.0% | 136 | -69 | -1.53% | Q4 2025 | Feb 10, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 4,177 | 202 | 0.1% | 0.11% | 137 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 4,078 | 197 | 0.0% | 0.0% | 138 | +100 | 2.51% | Q4 2025 | Feb 04, 2026 |
| BOKF, NA | History | Reduced | 3,938 | 190 | 0.0% | 0.0% | 139 | -250 | -5.97% | Q4 2025 | Feb 03, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 3,841 | 186 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 3,467 | 167 | 0.0% | 0.01% | 141 | -7,328 | -67.88% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 3,364 | 162 | 0.0% | 0.0% | 142 | +690 | 25.8% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 2,354 | 114 | 0.0% | 0.0% | 143 | -3,480 | -59.65% | Q4 2025 | Jan 09, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 1,900 | 92 | 0.0% | — | 144 | +1,900 | New | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | Added to | 1,815 | 87 | 0.0% | 0.0% | 145 | +877 | 93.5% | Q4 2025 | Jan 05, 2026 |
| CWM, LLC | History | Added to | 1,585 | 77 | 0.0% | 0.0% | 146 | +799 | 101.65% | Q4 2025 | Jan 26, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 1,404 | 68 | 0.0% | 0.0% | 147 | -191 | -11.97% | Q4 2025 | Feb 11, 2026 |
| State of Wyoming | History | Reduced | 1,354 | 65 | 0.01% | 0.01% | 149 | -1,158 | -46.1% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,347 | 65 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,238 | 59 | 0.01% | 0.02% | 150 | +638 | 106.33% | Q4 2025 | Mar 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,044 | 50 | 0.0% | 0.0% | 151 | +334 | 47.04% | Q4 2025 | Jan 20, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,023 | 49 | 0.0% | 0.0% | 152 | -89 | -8.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 991 | 48 | 0.0% | — | 153 | +991 | New | Q4 2025 | Jan 21, 2026 |
| CX Institutional | History | New | 914 | 44 | 0.0% | — | 154 | +914 | New | Q4 2025 | Feb 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 825 | 39 | 0.0% | — | 155 | +825 | New | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 623 | 30 | 0.0% | 0.0% | 156 | -701 | -52.95% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | New | 594 | 28 | 0.0% | — | 158 | +594 | New | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 586 | 28 | 0.0% | 0.0% | 157 | +18 | 3.17% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 540 | 26 | 0.0% | 0.0% | 160 | +171 | 46.34% | Q4 2025 | Feb 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 556 | 26 | 0.0% | 0.0% | 159 | +23 | 4.32% | Q4 2025 | Jan 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 530 | 25 | 0.0% | — | 162 | +530 | New | Q4 2025 | Feb 03, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 514 | 25 | 0.0% | — | 161 | +514 | New | Q4 2025 | Feb 13, 2026 |
| Addison Advisors LLC | History | No change | 430 | 20 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 389 | 18 | 0.0% | 0.0% | 164 | +55 | 16.47% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 358 | 17 | 0.0% | 0.0% | 165 | +4 | 1.13% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 299 | 14 | 0.0% | 0.0% | 170 | +166 | 124.81% | Q4 2025 | Jan 23, 2026 |
| UMB Bank, n.a. | History | Added to | 300 | 14 | 0.0% | 0.0% | 166 | +16 | 5.63% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 280 | 14 | 0.0% | 0.0% | 167 | +14 | 5.26% | Q4 2025 | Feb 09, 2026 |
| Piscataqua Savings Bank | History | No change | 300 | 14 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 300 | 14 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 266 | 12 | 0.0% | — | 172 | +257 | 2855.56% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 250 | 12 | 0.0% | 0.0% | 173 | +182 | 267.65% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 258 | 12 | 0.0% | 0.0% | 171 | -5 | -1.9% | Q4 2025 | Feb 12, 2026 |
| Quarry LP | History | Reduced | 244 | 11 | 0.0% | 0.01% | 174 | -426 | -63.58% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 209 | 10 | 0.0% | 0.0% | 176 | -250 | -54.47% | Q4 2025 | Feb 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 214 | 10 | 0.0% | — | 175 | +214 | New | Q4 2025 | Feb 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 206 | 9 | 0.0% | 0.0% | 178 | +63 | 44.06% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 200 | 9 | 0.0% | 0.0% | 177 | -36 | -15.25% | Q4 2025 | Feb 09, 2026 |
| Salomon & Ludwin, LLC | History | No change | 199 | 9 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 182 | 8 | 0.0% | 0.0% | 180 | -46 | -20.18% | Q4 2025 | Jan 07, 2026 |
| EASTERN BANK | History | No change | 176 | 8 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Blue Trust, Inc. | History | No change | 168 | 8 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Gen-Wealth Partners Inc | History | No change | 168 | 8 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | New | 150 | 7 | 0.0% | — | 185 | +150 | New | Q4 2025 | Jan 20, 2026 |
| TRUST CO OF VERMONT | History | No change | 150 | 7 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| US BANCORP \DE\ | History | Added to | 126 | 6 | 0.0% | 0.0% | 186 | +99 | 366.67% | Q4 2025 | Jan 30, 2026 |
| HM PAYSON & CO | History | No change | 142 | 6 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 106 | 5 | 0.0% | — | 189 | +106 | New | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 113 | 5 | 0.0% | 0.0% | 190 | +75 | 197.37% | Q4 2025 | Jan 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 119 | 5 | 0.0% | 0.0% | 188 | +6 | 5.31% | Q4 2025 | Feb 02, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 106 | 5 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 101 | 4 | 0.0% | — | 192 | +101 | New | Q4 2025 | Feb 05, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 68 | 3 | 0.0% | — | 193 | +53 | 353.33% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 72 | 3 | 0.0% | 0.0% | 194 | -16 | -18.18% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 58 | 2 | 0.0% | 0.0% | 197 | -55 | -48.67% | Q4 2025 | Feb 02, 2026 |
| Torren Management, LLC | History | New | 49 | 2 | 0.0% | — | 198 | +49 | New | Q4 2025 | Jan 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 47 | 2 | 0.0% | 0.0% | 195 | +22 | 88.0% | Q4 2025 | Feb 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | Reduced | 33 | 1 | 0.0% | 0.0% | 200 | -228 | -87.36% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Financial Management LLC | History | New | 36 | 1 | 0.0% | — | 204 | +36 | New | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | New | 31 | 1 | 0.0% | — | 202 | +31 | New | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 21 | 1 | 0.0% | 0.0% | 201 | -4 | -16.0% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | No change | 29 | 1 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sachetta, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -60,000 | -100.0% | Q3 2025 | Nov 17, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -44,164 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Annex Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -36,000 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,889 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,322 | -100.0% | Q3 2025 | Nov 14, 2025 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.03% | — | -15,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,983 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -11,700 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -11,397 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Pictet Asset Management Holding SA | History | Closed out | 0 | 0 | — | 0.0% | — | -5,902 | -100.0% | Q3 2025 | Nov 18, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,688 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,430 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,427 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -4,236 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -288 | -100.0% | Q3 2025 | Oct 08, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IFP Advisors, Inc | History | Reduced | 3 | 0 | — | 0.0% | — | -26 | -89.66% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Aster Capital Management (DIFC) Ltd | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 17, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Rialto Wealth Management, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 12, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ankerstar Wealth, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 12, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Transamerica Financial Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 20, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Feb 03, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Covestor Ltd | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |