UNIVERSAL INSURANCE HOLDINGS, INC. - UVE
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 | No change | 2,683,917 | 111,006 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,310,359 | 55,153 | 0.01% | 0.01% | 2 | +16,301 | 1.26% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,110,926 | 45,947 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,108,045 | 45,828 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 949,633 | 39,974 | 0.0% | 0.0% | 5 | +60,908 | 6.85% | Q3 2026 | Nov 06, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 940,840 | 38,913 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DONALD SMITH & CO., INC. | History | No change | 721,686 | 29,848 | 0.53% | 0.53% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | No change | 642,440 | 26,571 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 598,836 | 24,767 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 589,139 | 24,366 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCERE HOLDINGS LTD | History | No change | 583,771 | 24,144 | 5.73% | 5.73% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 552,379 | 22,846 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 512,180 | 21,183 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 372,046 | 15,387 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 328,726 | 13,596 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 314,811 | 13,020 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 299,604 | 12,391 | 0.22% | 0.22% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 274,228 | 11,342 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 268,200 | 11,289 | 0.02% | 0.02% | 19 | -6,100 | -2.22% | Q3 2026 | Nov 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 271,023 | 11,209 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 254,595 | 10,530 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 253,066 | 10,466 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 250,009 | 10,340 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 218,027 | 9,176 | 0.01% | 0.01% | 24 | -16,279 | -6.95% | Q3 2026 | Nov 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 193,041 | 8,125 | 0.0% | 0.0% | 25 | -2,888 | -1.47% | Q3 2026 | Nov 05, 2026 |
| NORGES BANK | History | No change | 185,300 | 7,664 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 182,221 | 7,536 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 170,005 | 7,031 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 166,369 | 6,881 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 150,952 | 6,243 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 149,987 | 6,203 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 142,034 | 5,874 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 137,974 | 5,771 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 135,000 | 5,583 | 0.23% | 0.23% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 125,600 | 5,194 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 122,819 | 5,079 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 118,191 | 4,888 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Informed Momentum Co LLC | History | No change | 111,414 | 4,608 | 0.41% | 0.41% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 104,151 | 4,307 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 103,800 | 4,293 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 102,857 | 4,254 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 99,546 | 4,117 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 96,136 | 3,976 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 95,716 | 3,958 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 93,890 | 3,883 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 93,205 | 3,854 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 87,786 | 3,630 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 82,966 | 3,431 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 79,638 | 3,344 | 0.0% | 0.01% | 49 | -100,189 | -55.71% | Q3 2026 | Nov 09, 2026 |
| HRT FINANCIAL LP | History | No change | 78,734 | 3,256 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 76,877 | 3,235 | 0.1% | 0.11% | 51 | -3,757 | -4.66% | Q3 2026 | Oct 23, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 75,087 | 3,160 | 0.0% | 0.0% | 52 | +21,207 | 39.36% | Q3 2026 | Nov 10, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 73,159 | 3,079 | 0.11% | 0.11% | 53 | -5,895 | -7.46% | Q3 2026 | Nov 09, 2026 |
| Jupiter Topco LLC | History | No change | 73,021 | 3,019 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 69,962 | 2,893 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 68,569 | 2,886 | 0.13% | 0.13% | 56 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 67,619 | 2,846 | 0.0% | 0.0% | 57 | +26,978 | 66.38% | Q3 2026 | Nov 02, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 67,382 | 2,786 | 0.46% | 0.46% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 66,813 | 2,763 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 66,156 | 2,736 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 63,781 | 2,684 | 0.04% | 0.02% | 61 | +29,487 | 85.98% | Q3 2026 | Oct 27, 2026 |
| Point72 Asset Management, L.P. | History | No change | 64,916 | 2,684 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 64,380 | 2,662 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 61,885 | 2,559 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 54,585 | 2,258 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 51,830 | 2,181 | 0.0% | 0.0% | 66 | +12,841 | 32.93% | Q3 2026 | Nov 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 51,506 | 2,130 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 50,600 | 2,092 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 45,882 | 1,897 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 43,910 | 1,816 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 43,164 | 1,785 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 41,482 | 1,746 | 0.0% | 0.0% | 72 | -993 | -2.34% | Q3 2026 | Nov 05, 2026 |
| LPL Financial LLC | History | Reduced | 41,235 | 1,735 | 0.0% | 0.0% | 73 | -2,692 | -6.13% | Q3 2026 | Nov 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 40,680 | 1,712 | 0.0% | 0.0% | 74 | -80 | -0.2% | Q3 2026 | Nov 02, 2026 |
| Unison Advisors LLC | History | Added to | 39,194 | 1,649 | 0.12% | 0.11% | 75 | +147 | 0.38% | Q3 2026 | Oct 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 39,461 | 1,632 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 37,708 | 1,559 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 36,800 | 1,522 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 36,691 | 1,517 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 36,693 | 1,517 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Creative Planning | History | Added to | 35,283 | 1,485 | 0.0% | 0.0% | 81 | +5,958 | 20.32% | Q3 2026 | Nov 02, 2026 |
| Squarepoint Ops LLC | History | Added to | 33,575 | 1,413 | 0.0% | 0.0% | 83 | +176 | 0.53% | Q3 2026 | Nov 09, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 34,154 | 1,413 | 0.09% | 0.09% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 33,596 | 1,389 | 0.07% | 0.07% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RHUMBLINE ADVISERS | History | No change | 32,625 | 1,349 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | New | 30,750 | 1,294 | 0.15% | — | 86 | +30,750 | New | Q3 2026 | Oct 27, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 30,320 | 1,254 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 29,700 | 1,228 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 29,466 | 1,218 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 28,484 | 1,178 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 26,957 | 1,114 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 26,536 | 1,097 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | No change | 26,243 | 1,085 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 25,600 | 1,077 | 0.0% | 0.0% | 94 | +5,500 | 27.36% | Q3 2026 | Oct 30, 2026 |
| Quantinno Capital Management LP | History | No change | 25,501 | 1,054 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 24,481 | 1,030 | 0.0% | 0.0% | 96 | -2,055 | -7.74% | Q3 2026 | Nov 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 24,654 | 1,019 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 23,869 | 1,004 | 0.06% | 0.06% | 98 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 23,415 | 968 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 23,042 | 953 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Legato Capital Management LLC | History | No change | 23,014 | 951 | 0.08% | 0.08% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 22,934 | 948 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 20,873 | 864 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 25,003 | 854 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verdad Advisers, LP | History | No change | 20,558 | 850 | 0.81% | 0.81% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 19,776 | 817 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 19,738 | 816 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brevan Howard Capital Management LP | History | No change | 19,576 | 809 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 19,300 | 798 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 19,065 | 788 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 18,753 | 787 | 0.0% | — | 111 | +18,753 | New | Q3 2026 | Oct 27, 2026 |
| DENALI ADVISORS LLC | History | No change | 17,908 | 740 | 0.07% | 0.07% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Added to | 17,181 | 723 | 0.0% | 0.0% | 113 | +811 | 4.95% | Q3 2026 | Nov 04, 2026 |
| Quantbot Technologies LP | History | No change | 16,383 | 677 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VARCOV Co. | History | No change | 16,163 | 668 | 0.25% | 0.25% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centric Wealth Management | History | No change | 15,912 | 663 | 0.1% | 0.1% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 15,195 | 639 | 0.01% | 0.04% | 117 | -27,870 | -64.72% | Q3 2026 | Oct 16, 2026 |
| MetLife Investment Management, LLC | History | No change | 15,407 | 637 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 15,193 | 628 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 14,872 | 613 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 13,957 | 587 | 0.02% | 0.02% | 121 | +245 | 1.79% | Q3 2026 | Nov 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 14,105 | 583 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BAILARD, INC. | History | No change | 13,309 | 560 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 13,482 | 557 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 13,316 | 550 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 12,944 | 544 | 0.0% | 0.0% | 126 | +847 | 7.0% | Q3 2026 | Oct 28, 2026 |
| Mariner, LLC | History | No change | 13,096 | 541 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 13,056 | 539 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 11,650 | 481 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 11,346 | 469 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,981 | 454 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Occidental Asset Management, LLC | History | No change | 10,318 | 434 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Cetera Investment Advisers | History | No change | 10,394 | 429 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 10,000 | 420 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 9,495 | 409 | 0.0% | 0.0% | 135 | +372 | 4.08% | Q3 2026 | Nov 04, 2026 |
| Sterling Capital Management LLC | History | Reduced | 9,427 | 396 | 0.01% | 0.01% | 136 | -17 | -0.18% | Q3 2026 | Oct 22, 2026 |
| Savant Capital, LLC | History | New | 8,917 | 375 | 0.0% | — | 137 | +8,917 | New | Q3 2026 | Nov 05, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 8,991 | 372 | 0.08% | 0.08% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 8,877 | 367 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 8,332 | 344 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clark Asset Management, LLC | History | No change | 8,150 | 343 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Lido Advisors, LLC | History | New | 8,093 | 340 | 0.0% | — | 142 | +8,093 | New | Q3 2026 | Nov 04, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 7,632 | 315 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CreativeOne Wealth, LLC | History | No change | 7,344 | 303 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,240 | 299 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Aquatic Capital Management LLC | History | No change | 7,217 | 298 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 7,074 | 297 | 0.0% | 0.0% | 147 | +119 | 1.71% | Q3 2026 | Nov 03, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 7,049 | 296 | 0.0% | 0.0% | 148 | -1,707 | -19.5% | Q3 2026 | Nov 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,020 | 295 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Vise Technologies, Inc. | History | Added to | 6,771 | 285 | 0.0% | 0.0% | 150 | +461 | 7.31% | Q3 2026 | Oct 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,865 | 275 | 0.0% | 0.0% | 151 | +467 | 8.65% | Q3 2026 | Oct 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 6,615 | 273 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 6,412 | 269 | 0.0% | 0.0% | 153 | +1,716 | 36.54% | Q3 2026 | Oct 20, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 6,516 | 269 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,457 | 267 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 6,305 | 265 | 0.01% | 0.01% | 156 | -969 | -13.32% | Q3 2026 | Oct 19, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,276 | 264 | 0.0% | 0.0% | 157 | +174 | 2.85% | Q3 2026 | Nov 09, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 6,276 | 264 | 0.0% | 0.0% | 158 | -65 | -1.03% | Q3 2026 | Nov 03, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 6,182 | 260 | 0.0% | 0.0% | 159 | -984 | -13.73% | Q3 2026 | Oct 28, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 6,117 | 252 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 5,700 | 235 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Wyoming | History | Reduced | 5,546 | 233 | 0.02% | 0.03% | 162 | -2,546 | -31.46% | Q3 2026 | Oct 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 5,339 | 224 | 0.01% | — | 163 | +5,339 | New | Q3 2026 | Oct 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,080 | 213 | 0.0% | 0.0% | 164 | -538 | -9.58% | Q3 2026 | Oct 16, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 4,851 | 200 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | New | 3,443 | 144 | 0.0% | — | 166 | +3,443 | New | Q3 2026 | Oct 21, 2026 |
| MACQUARIE GROUP LTD | History | No change | 3,249 | 134 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 3,147 | 130 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,016 | 124 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 2,563 | 106 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 2,299 | 97 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,200 | 90 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,125 | 87 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,450 | 60 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 1,186 | 49 | 0.0% | 0.0% | 175 | +20 | 1.72% | Q3 2026 | Oct 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,130 | 46 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 1,091 | 45 | 0.0% | 0.0% | 177 | -155 | -12.44% | Q3 2026 | Oct 15, 2026 |
| USA FINANCIAL FORMULAS | History | New | 1,050 | 44 | 0.01% | — | 178 | +1,050 | New | Q3 2026 | Oct 16, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 850 | 35 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 599 | 25 | 0.0% | 0.0% | 180 | +273 | 83.74% | Q3 2026 | Oct 23, 2026 |
| Versant Capital Management, Inc | History | No change | 596 | 25 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 560 | 23 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 498 | 20 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Ancora Advisors LLC | History | No change | 441 | 18 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 371 | 15 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 335 | 14 | 0.0% | 0.0% | 187 | +280 | 509.09% | Q3 2026 | Oct 26, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 350 | 14 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Reduced | 257 | 11 | 0.01% | 0.01% | 189 | -97 | -27.4% | Q3 2026 | Oct 30, 2026 |
| ASSETMARK, INC | History | No change | 270 | 11 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 245 | 10 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 217 | 9 | 0.0% | 0.0% | 192 | +2 | 0.93% | Q3 2026 | Nov 04, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 235 | 9 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| City State Bank | History | No change | 171 | 7 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Quarry LP | History | No change | 189 | 7 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | New | 166 | 6 | 0.0% | — | 197 | +166 | New | Q3 2026 | Oct 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 159 | 6 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | No change | 166 | 6 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 133 | 5 | 0.0% | 0.0% | 200 | -11 | -7.64% | Q3 2026 | Nov 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 135 | 5 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 130 | 5 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 100 | 4 | 0.0% | 0.0% | 204 | -4,893 | -98.0% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 107 | 4 | 0.0% | — | 206 | +84 | 365.22% | Q3 2026 | Oct 08, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 101 | 4 | 0.0% | 0.0% | 202 | -19 | -15.83% | Q3 2026 | Nov 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 117 | 4 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 104 | 4 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Geneos Wealth Management Inc. | History | No change | 98 | 4 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Smartleaf Asset Management LLC | History | No change | 84 | 3 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 36 | 1 | 0.0% | — | 212 | +15 | 71.43% | Q3 2026 | Nov 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 32 | 1 | 0.0% | 0.0% | 209 | -2 | -5.88% | Q3 2026 | Nov 06, 2026 |
| Bogart Wealth, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 30 | 1 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Torren Management, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -31,705 | -100.0% | Q3 2026 | Nov 09, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -23,372 | -100.0% | Q3 2026 | Oct 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -17,350 | -100.0% | Q3 2026 | Oct 28, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,617 | -100.0% | Q3 2026 | Nov 02, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,094 | -100.0% | Q3 2026 | Nov 09, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -670 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Ascentis Wealth Management, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q3 2026 | Nov 03, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 23, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q3 2026 | Oct 21, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 30, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q3 2026 | Oct 30, 2026 |
| US BANCORP \DE\ | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |