UNITIL CORP - UTL
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 | 2,833,535 | 148,023 | 0.0% | 0.0% | 1 | -430,612 | -13.19% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 1,538,652 | 74,532 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 810,144 | 42,321 | 0.0% | — | 3 | +810,144 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 734,927 | 38,392 | 0.0% | 0.0% | 4 | +13,650 | 1.89% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 602,103 | 31,453 | 0.01% | 0.01% | 5 | +843 | 0.14% | Q1 2026 | May 15, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 548,780 | 28,668 | 0.29% | 0.29% | 6 | -12,392 | -2.21% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 511,033 | 26,696 | 0.02% | 0.02% | 7 | -15,528 | -2.95% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 507,782 | 26,526 | 0.0% | — | 8 | +507,782 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 486,080 | 25,830 | 0.0% | 0.0% | 9 | -71,737 | -12.86% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 490,041 | 25,599 | 0.04% | 0.03% | 10 | +93,101 | 23.45% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 432,658 | 22,604 | 0.0% | 0.0% | 11 | +8,495 | 2.0% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 340,505 | 17,788 | 0.0% | 0.0% | 12 | -8,258 | -2.37% | Q1 2026 | May 07, 2026 |
| Boston Trust Walden Corp | History | Reduced | 340,191 | 17,771 | 0.15% | 0.14% | 13 | -45,041 | -11.69% | Q1 2026 | Apr 24, 2026 |
| MORGAN STANLEY | History | Added to | 297,246 | 15,528 | 0.0% | 0.0% | 14 | +29,200 | 10.89% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 271,989 | 14,208 | 0.01% | 0.01% | 15 | +142,741 | 110.44% | Q1 2026 | May 15, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 260,523 | 13,609 | 0.84% | 0.73% | 16 | -13,780 | -5.02% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 256,317 | 13,390 | 0.0% | 0.0% | 17 | -11,898 | -4.44% | Q1 2026 | May 15, 2026 |
| REAVES W H & CO INC | History | Reduced | 248,275 | 12,969 | 0.22% | 0.23% | 18 | -26,725 | -9.72% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 235,608 | 12,308 | 0.0% | 0.0% | 19 | +12,044 | 5.39% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 206,487 | 10,786 | 0.0% | 0.0% | 20 | +59,503 | 40.48% | Q1 2026 | May 15, 2026 |
| HEARTLAND ADVISORS INC | History | New | 150,000 | 7,836 | 0.4% | — | 21 | +150,000 | New | Q1 2026 | May 06, 2026 |
| Nuveen, LLC | History | Added to | 137,269 | 7,170 | 0.0% | 0.0% | 22 | +26,784 | 24.24% | Q1 2026 | Apr 30, 2026 |
| CSM Advisors, LLC | History | Added to | 134,545 | 7,030 | 0.17% | 0.18% | 23 | +300 | 0.22% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 129,067 | 6,742 | 0.0% | 0.0% | 24 | +72,907 | 129.82% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 125,319 | 6,546 | 0.02% | 0.02% | 25 | -5,810 | -4.43% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 121,166 | 6,329 | 0.01% | 0.01% | 26 | -7,673 | -5.96% | Q1 2026 | Apr 24, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 117,549 | 6,140 | 0.0% | — | 27 | +117,549 | New | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Added to | 110,589 | 5,777 | 0.0% | 0.0% | 28 | +3,810 | 3.57% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 110,438 | 5,769 | 0.01% | 0.0% | 29 | +99,142 | 877.67% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 108,202 | 5,652 | 0.0% | — | 30 | +108,202 | New | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 103,363 | 5,399 | 0.0% | 0.0% | 31 | -2,489 | -2.35% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 99,576 | 5,201 | 0.0% | 0.0% | 32 | +22,032 | 28.41% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 97,082 | 5,071 | 0.01% | 0.0% | 33 | +7,669 | 8.58% | Q1 2026 | May 08, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 101,500 | 4,916 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 87,396 | 4,565 | 0.0% | 0.0% | 35 | +2,027 | 2.37% | Q1 2026 | May 04, 2026 |
| SEI INVESTMENTS CO | History | Added to | 81,624 | 4,263 | 0.0% | 0.0% | 36 | +4,346 | 5.62% | Q1 2026 | May 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 80,185 | 4,188 | 0.02% | 0.01% | 37 | +64 | 0.08% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 78,741 | 4,113 | 0.0% | 0.0% | 38 | +55,410 | 237.5% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | No change | 71,500 | 3,735 | 0.03% | 0.02% | 39 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 65,398 | 3,416 | 0.0% | 0.0% | 40 | +616 | 0.95% | Q1 2026 | May 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 64,298 | 3,358 | 0.01% | 0.01% | 41 | +2,316 | 3.74% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 63,910 | 3,338 | 0.0% | 0.0% | 42 | +36,521 | 133.34% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 63,003 | 3,291 | 0.03% | 0.03% | 43 | -6,770 | -9.7% | Q1 2026 | May 01, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 53,597 | 2,799 | 0.0% | 0.0% | 44 | -399 | -0.74% | Q1 2026 | May 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 52,032 | 2,718 | 0.01% | 0.01% | 45 | +7,060 | 15.7% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 49,983 | 2,611 | 0.0% | 0.0% | 46 | -2,932 | -5.54% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | New | 49,231 | 2,571 | 0.08% | — | 47 | +49,231 | New | Q1 2026 | Apr 29, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 48,825 | 2,550 | 0.02% | 0.02% | 48 | -64 | -0.13% | Q1 2026 | May 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 46,354 | 2,421 | 0.0% | 0.0% | 49 | -470 | -1.0% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 45,734 | 2,389 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 44,247 | 2,312 | 0.0% | 0.0% | 51 | -21,054 | -32.24% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 43,378 | 2,266 | 0.0% | 0.0% | 52 | -3,360 | -7.19% | Q1 2026 | May 08, 2026 |
| Wernau Asset Management Inc. | History | Added to | 43,327 | 2,263 | 1.58% | 1.13% | 53 | +75 | 0.17% | Q1 2026 | Apr 22, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 41,866 | 2,187 | 0.02% | 0.02% | 54 | -2,616 | -5.88% | Q1 2026 | Apr 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 41,347 | 2,159 | 0.0% | 0.0% | 55 | +19,760 | 91.54% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 41,003 | 2,141 | 0.0% | 0.0% | 56 | +1,488 | 3.77% | Q1 2026 | May 06, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 40,229 | 2,101 | 0.06% | 0.06% | 57 | -735 | -1.79% | Q1 2026 | May 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 39,750 | 2,076 | 0.05% | 0.04% | 58 | +5,043 | 14.53% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 36,017 | 1,881 | 0.0% | 0.0% | 59 | -258 | -0.71% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Added to | 35,400 | 1,849 | 0.0% | 0.0% | 60 | +600 | 1.72% | Q1 2026 | May 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 34,731 | 1,815 | 0.0% | 0.0% | 61 | +5,185 | 17.55% | Q1 2026 | May 01, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 33,897 | 1,770 | 0.03% | 0.02% | 62 | +5,046 | 17.49% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | No change | 33,500 | 1,750 | 0.11% | 0.1% | 63 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 33,373 | 1,743 | 0.0% | 0.0% | 64 | +715 | 2.19% | Q1 2026 | May 14, 2026 |
| DC Investments Management, LLC | History | No change | 32,855 | 1,716 | 0.66% | 0.7% | 65 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 31,155 | 1,627 | 0.0% | 0.0% | 66 | +5,043 | 19.31% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | New | 31,019 | 1,620 | 0.01% | — | 67 | +31,019 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 28,861 | 1,508 | 0.0% | 0.0% | 68 | +652 | 2.31% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 28,723 | 1,500 | 0.0% | 0.0% | 69 | -3,455 | -10.74% | Q1 2026 | May 15, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 27,708 | 1,447 | 0.03% | 0.03% | 70 | -9,722 | -25.97% | Q1 2026 | Apr 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 27,488 | 1,438 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 26,634 | 1,391 | 0.0% | 0.0% | 72 | +7,432 | 38.7% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 25,171 | 1,314 | 0.0% | 0.0% | 73 | +8,560 | 51.53% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 24,164 | 1,262 | 0.0% | 0.0% | 74 | -40,524 | -62.65% | Q1 2026 | May 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 23,065 | 1,204 | 0.0% | 0.0% | 75 | -80 | -0.35% | Q1 2026 | May 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 22,693 | 1,185 | 0.0% | 0.0% | 76 | -5,420 | -19.28% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 22,518 | 1,176 | 0.02% | — | 77 | +22,518 | New | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 21,824 | 1,141 | 0.0% | 0.0% | 78 | +2,558 | 13.28% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 23,558 | 1,141 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 21,369 | 1,127 | 0.0% | 0.0% | 80 | +7,654 | 55.81% | Q1 2026 | Apr 30, 2026 |
| M&T BANK CORP | History | Added to | 21,568 | 1,126 | 0.0% | 0.0% | 81 | +63 | 0.29% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 21,083 | 1,101 | 0.0% | 0.0% | 82 | +20,964 | 17616.81% | Q1 2026 | May 01, 2026 |
| Point72 Asset Management, L.P. | History | New | 18,775 | 980 | 0.0% | — | 83 | +18,775 | New | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 18,518 | 967 | 0.0% | 0.0% | 84 | +1,710 | 10.17% | Q1 2026 | May 13, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 18,228 | 952 | 0.02% | 0.02% | 85 | -776 | -4.08% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 17,479 | 913 | 0.0% | 0.0% | 86 | +5,524 | 46.21% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 17,200 | 899 | 0.0% | 0.0% | 87 | +6,514 | 60.96% | Q1 2026 | Apr 30, 2026 |
| LSV ASSET MANAGEMENT | History | New | 16,300 | 852 | 0.0% | — | 88 | +16,300 | New | Q1 2026 | May 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 15,922 | 831 | 0.01% | 0.01% | 89 | +3,424 | 27.4% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 17,100 | 828 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 14,896 | 778 | 0.0% | 0.0% | 91 | -132 | -0.88% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Added to | 14,770 | 771 | 0.03% | 0.01% | 92 | +7,434 | 101.34% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | New | 14,690 | 767 | 0.0% | — | 93 | +14,690 | New | Q1 2026 | May 15, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 13,598 | 710 | 0.03% | 0.03% | 94 | -1,000 | -6.85% | Q1 2026 | Apr 21, 2026 |
| Creative Planning | History | Added to | 13,245 | 691 | 0.0% | 0.0% | 95 | +996 | 8.13% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 13,150 | 686 | 0.0% | 0.0% | 96 | -22,820 | -63.44% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 13,104 | 684 | 0.0% | 0.0% | 97 | +784 | 6.36% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 12,883 | 672 | 0.0% | 0.0% | 98 | +1,039 | 8.77% | Q1 2026 | May 05, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 12,568 | 656 | 0.0% | — | 99 | +12,568 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 12,025 | 628 | 0.0% | 0.0% | 100 | -13,196 | -52.32% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 11,479 | 599 | 0.0% | 0.0% | 101 | +4,587 | 66.56% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 11,108 | 580 | 0.0% | 0.0% | 102 | -78 | -0.7% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Reduced | 10,734 | 560 | 0.0% | 0.0% | 103 | -160,150 | -93.72% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 10,320 | 539 | 0.0% | 0.0% | 104 | -199 | -1.89% | Q1 2026 | Apr 27, 2026 |
| Boston Partners | History | Reduced | 10,219 | 533 | 0.0% | 0.0% | 105 | -362 | -3.42% | Q1 2026 | May 11, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 10,090 | 527 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Added to | 9,862 | 515 | 0.04% | 0.04% | 107 | +164 | 1.69% | Q1 2026 | Apr 23, 2026 |
| MetLife Investment Management, LLC | History | Added to | 9,805 | 512 | 0.0% | 0.0% | 109 | +175 | 1.82% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 9,807 | 512 | 0.0% | 0.0% | 108 | -28 | -0.28% | Q1 2026 | May 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 9,388 | 490 | 0.0% | — | 110 | +9,388 | New | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 9,380 | 489 | 0.01% | 0.0% | 111 | -244 | -2.54% | Q1 2026 | Apr 20, 2026 |
| Quadrature Capital Ltd | History | New | 9,307 | 486 | 0.01% | — | 112 | +9,307 | New | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 9,841 | 476 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,901 | 464 | 0.0% | 0.0% | 114 | +89 | 1.01% | Q1 2026 | May 08, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 8,825 | 461 | 0.01% | 0.01% | 115 | -982 | -10.01% | Q1 2026 | May 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 8,332 | 435 | 0.0% | 0.0% | 116 | +92 | 1.12% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 8,176 | 427 | 0.0% | 0.0% | 117 | -114 | -1.38% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | New | 8,132 | 424 | 0.0% | — | 118 | +8,132 | New | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 8,064 | 421 | 0.0% | 0.0% | 119 | +1,726 | 27.23% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 8,000 | 417 | 0.01% | 0.01% | 120 | -200 | -2.44% | Q1 2026 | Apr 20, 2026 |
| PDT Partners, LLC | History | No change | 7,990 | 417 | 0.02% | 0.03% | 121 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 7,500 | 391 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 7,459 | 389 | 0.0% | — | 123 | +7,459 | New | Q1 2026 | May 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 7,396 | 386 | 0.01% | 0.01% | 124 | -378 | -4.86% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 7,372 | 385 | 0.0% | 0.0% | 125 | +222 | 3.1% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 7,350 | 383 | 0.0% | — | 126 | +7,350 | New | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Reduced | 7,235 | 377 | 0.0% | 0.0% | 127 | -647 | -8.21% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 7,086 | 370 | 0.0% | 0.0% | 128 | -395 | -5.28% | Q1 2026 | Apr 29, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 7,050 | 368 | 0.0% | 0.0% | 129 | -198 | -2.73% | Q1 2026 | Apr 22, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 6,858 | 358 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 6,672 | 348 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | New | 6,440 | 336 | 0.0% | — | 132 | +6,440 | New | Q1 2026 | May 11, 2026 |
| New Hampshire Trust | History | No change | 6,379 | 333 | 0.07% | 0.06% | 133 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Midwest Trust Co | History | No change | 6,379 | 333 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 6,316 | 329 | 0.0% | 0.0% | 135 | -85 | -1.33% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | New | 6,049 | 316 | 0.0% | — | 136 | +6,049 | New | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,021 | 314 | 0.0% | 0.0% | 137 | +5,435 | 927.47% | Q1 2026 | May 15, 2026 |
| Aurora Investment Counsel | History | Reduced | 6,005 | 313 | 0.17% | 0.16% | 138 | -295 | -4.68% | Q1 2026 | May 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 5,935 | 310 | 0.0% | 0.0% | 139 | +1,100 | 22.75% | Q1 2026 | May 06, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 5,945 | 310 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ballentine Partners, LLC | History | Added to | 5,929 | 309 | 0.0% | 0.0% | 141 | +34 | 0.58% | Q1 2026 | May 14, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 5,876 | 306 | 0.15% | 0.14% | 142 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Empirical Asset Management, LLC | History | New | 5,825 | 304 | 0.08% | — | 143 | +5,825 | New | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 5,548 | 289 | 0.01% | 0.0% | 144 | +4,525 | 442.33% | Q1 2026 | Apr 22, 2026 |
| Engineers Gate Manager LP | History | New | 5,326 | 278 | 0.0% | — | 145 | +5,326 | New | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 5,246 | 274 | 0.01% | 0.0% | 146 | +3,431 | 189.04% | Q1 2026 | Apr 06, 2026 |
| AMALGAMATED BANK | History | Added to | 5,171 | 270 | 0.0% | 0.0% | 147 | +50 | 0.98% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 5,015 | 262 | 0.0% | 0.0% | 148 | +1,174 | 30.56% | Q1 2026 | Apr 27, 2026 |
| Arizona State Retirement System | History | Reduced | 4,921 | 257 | 0.0% | 0.0% | 149 | -13 | -0.26% | Q1 2026 | May 01, 2026 |
| Pictet Asset Management Holding SA | History | New | 4,901 | 256 | 0.0% | — | 150 | +4,901 | New | Q1 2026 | Apr 22, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,841 | 253 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Commonwealth Financial Services, LLC | History | New | 4,835 | 252 | 0.04% | — | 152 | +4,835 | New | Q1 2026 | May 07, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 4,824 | 252 | 0.0% | — | 153 | +4,824 | New | Q1 2026 | May 08, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 4,770 | 249 | 0.0% | 0.0% | 154 | -12 | -0.25% | Q1 2026 | Apr 24, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 4,699 | 245 | 0.06% | 0.05% | 155 | -68 | -1.43% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 4,632 | 241 | 0.0% | 0.0% | 156 | -2,585 | -35.82% | Q1 2026 | May 08, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 4,606 | 240 | 0.0% | 0.0% | 157 | -255 | -5.25% | Q1 2026 | May 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 4,570 | 238 | 0.16% | 0.15% | 158 | -84 | -1.8% | Q1 2026 | May 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 4,510 | 235 | 0.0% | — | 159 | +4,510 | New | Q1 2026 | May 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 4,487 | 234 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 4,447 | 232 | 0.0% | 0.0% | 161 | +12 | 0.27% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,459 | 232 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 4,395 | 229 | 0.0% | — | 163 | +4,395 | New | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 4,372 | 228 | 0.0% | 0.0% | 164 | -651 | -12.96% | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 4,286 | 223 | 0.0% | 0.0% | 165 | +922 | 27.41% | Q1 2026 | May 13, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 4,259 | 222 | 0.01% | — | 166 | +4,259 | New | Q1 2026 | May 14, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 4,177 | 218 | 0.1% | 0.1% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 4,166 | 217 | 0.0% | 0.0% | 168 | +4,060 | 3830.19% | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 4,127 | 215 | 0.0% | 0.0% | 169 | +49 | 1.2% | Q1 2026 | Apr 29, 2026 |
| INCEPTIONR LLC | History | New | 4,072 | 212 | 0.05% | — | 170 | +4,072 | New | Q1 2026 | May 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 3,971 | 207 | 0.03% | — | 171 | +3,971 | New | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | New | 3,925 | 205 | 0.0% | — | 172 | +3,925 | New | Q1 2026 | Apr 23, 2026 |
| SG Americas Securities, LLC | History | Added to | 3,170 | 166 | 0.0% | 0.0% | 173 | +816 | 34.66% | Q1 2026 | Apr 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,792 | 145 | 0.0% | 0.0% | 174 | +2,169 | 348.15% | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 2,688 | 140 | 0.03% | — | 175 | +2,688 | New | Q1 2026 | Apr 30, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 1,900 | 101 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 1,732 | 90 | 0.0% | 0.0% | 177 | +147 | 9.27% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,603 | 83 | 0.0% | 0.0% | 178 | +1,337 | 502.63% | Q1 2026 | May 07, 2026 |
| State of Wyoming | History | Added to | 1,401 | 73 | 0.01% | 0.01% | 179 | +47 | 3.47% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,347 | 70 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 1,333 | 69 | 0.0% | 0.0% | 181 | -71 | -5.06% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | No change | 914 | 48 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 864 | 45 | 0.0% | 0.0% | 183 | +39 | 4.73% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 820 | 42 | 0.0% | 0.0% | 184 | -224 | -21.46% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 733 | 38 | 0.0% | 0.0% | 185 | +533 | 266.5% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 734 | 38 | 0.0% | 0.0% | 187 | +435 | 145.48% | Q1 2026 | Apr 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 733 | 38 | 0.0% | 0.0% | 186 | +219 | 42.61% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 697 | 36 | 0.0% | 0.0% | 188 | +141 | 25.36% | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | Added to | 610 | 32 | 0.0% | 0.0% | 189 | +404 | 196.12% | Q1 2026 | May 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 616 | 32 | 0.0% | 0.0% | 190 | +336 | 120.0% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | No change | 594 | 31 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 442 | 23 | 0.0% | 0.0% | 192 | +53 | 13.62% | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | No change | 430 | 22 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 376 | 20 | 0.0% | 0.0% | 194 | +177 | 88.94% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 368 | 19 | 0.0% | 0.0% | 196 | -172 | -31.85% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 382 | 19 | 0.0% | 0.0% | 195 | +24 | 6.7% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 350 | 18 | 0.0% | — | 197 | +350 | New | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 292 | 15 | 0.0% | 0.0% | 198 | -3,175 | -91.58% | Q1 2026 | May 15, 2026 |
| Piscataqua Savings Bank | History | No change | 300 | 15 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 300 | 15 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 257 | 13 | 0.0% | 0.0% | 201 | -43 | -14.33% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 246 | 13 | 0.0% | 0.0% | 202 | -4 | -1.6% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 258 | 12 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 229 | 11 | 0.0% | 0.01% | 205 | -1,009 | -81.5% | Q1 2026 | May 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 214 | 11 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 209 | 10 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Covestor Ltd | History | Added to | 166 | 9 | 0.01% | — | 209 | +164 | 8200.0% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 185 | 9 | 0.0% | 0.0% | 207 | +59 | 46.83% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | No change | 176 | 9 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Blue Trust, Inc. | History | No change | 168 | 8 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Gen-Wealth Partners Inc | History | No change | 168 | 8 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HM PAYSON & CO | History | No change | 142 | 7 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 150 | 7 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AdvisorNet Financial, Inc | History | No change | 150 | 7 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 123 | 6 | 0.0% | 0.0% | 215 | -59 | -32.42% | Q1 2026 | Apr 13, 2026 |
| Versant Capital Management, Inc | History | No change | 113 | 5 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 106 | 5 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 91 | 4 | 0.0% | — | 220 | +91 | New | Q1 2026 | May 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 85 | 4 | 0.0% | — | 219 | +85 | New | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Reduced | 89 | 4 | 0.0% | 0.0% | 218 | -12 | -11.88% | Q1 2026 | May 14, 2026 |
| Bare Financial Services, Inc | History | Added to | 61 | 3 | 0.0% | 0.0% | 223 | +30 | 96.77% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 72 | 3 | 0.0% | 0.0% | 222 | +14 | 24.14% | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 68 | 3 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 54 | 2 | 0.0% | 0.0% | 224 | +7 | 14.89% | Q1 2026 | May 07, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Root Financial Partners, LLC | History | New | 34 | 1 | 0.0% | — | 230 | +34 | New | Q1 2026 | Apr 24, 2026 |
| JPL Wealth Management, LLC | History | New | 33 | 1 | 0.0% | — | 231 | +33 | New | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 31 | 1 | 0.0% | 0.0% | 226 | +2 | 6.9% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 21 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sachetta, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cornerstone Financial Management LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HITE Hedge Asset Management LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -182,218 | -100.0% | Q1 2026 | May 14, 2026 |
| Aventail Capital Group, LP | History | Closed out | 0 | 0 | — | 0.18% | — | -64,361 | -100.0% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -4,487 | -100.0% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -3,938 | -100.0% | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -991 | -100.0% | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -530 | -100.0% | Q1 2026 | May 01, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -244 | -100.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 13, 2026 |
| Investors Portfolio Services LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 14, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 19 | 0 | — | 0.0% | — | -14 | -42.42% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 14, 2026 |
| Hughes Financial Services, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Added to | 5 | 0 | — | — | — | +2 | 66.67% | Q1 2026 | Apr 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 04, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Ankerstar Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |