UNIVEST FINANCIAL Corp - UVSP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 30 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 | 3,097,835 | 101,423 | 0.0% | 0.0% | 1 | +6,643 | 0.21% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 2,552,384 | 83,565 | 0.0% | 0.0% | 2 | -37,203 | -1.44% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,879,270 | 61,527 | 0.01% | 0.01% | 3 | -18,200 | -0.96% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 1,663,013 | 54,447 | 0.0% | 0.0% | 4 | -78,925 | -4.53% | Q4 2025 | Jan 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 1,195,475 | 39,139 | 0.03% | — | 5 | +1,195,475 | New | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 858,308 | 28,101 | 0.0% | 0.0% | 6 | -30,923 | -3.48% | Q4 2025 | Feb 13, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 856,235 | 28,033 | 0.08% | 0.09% | 7 | -34,667 | -3.89% | Q4 2025 | Feb 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 778,841 | 25,501 | 0.0% | 0.0% | 8 | -23,964 | -2.99% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 701,363 | 22,962 | 0.01% | 0.01% | 9 | +23,518 | 3.47% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 635,230 | 20,797 | 0.03% | 0.03% | 10 | -8,059 | -1.25% | Q4 2025 | Feb 12, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 617,526 | 20,217 | 1.07% | 0.85% | 11 | +112,203 | 22.2% | Q4 2025 | Feb 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 379,679 | 12,430 | 0.0% | 0.0% | 12 | +104,516 | 37.98% | Q4 2025 | Mar 25, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 337,535 | 11,050 | 0.56% | 0.52% | 13 | -1,715 | -0.51% | Q4 2025 | Feb 05, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 333,121 | 10,906 | 0.01% | 0.01% | 14 | +13,808 | 4.32% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 324,736 | 10,631 | 0.01% | 0.01% | 15 | +22,991 | 7.62% | Q4 2025 | Feb 17, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 314,159 | 10,285 | 0.03% | 0.03% | 16 | -800 | -0.25% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 290,635 | 9,515 | 0.0% | 0.0% | 17 | -19,130 | -6.18% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 274,876 | 8,999 | 0.0% | 0.0% | 18 | +43,723 | 18.92% | Q4 2025 | Feb 13, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | Reduced | 246,703 | 8,077 | 2.25% | 2.33% | 19 | -10,409 | -4.05% | Q4 2025 | Feb 09, 2026 |
| SEI INVESTMENTS CO | History | Added to | 242,525 | 7,939 | 0.01% | 0.01% | 20 | +13,342 | 5.82% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 234,973 | 7,693 | 0.0% | 0.0% | 21 | -4,349 | -1.82% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 223,367 | 7,313 | 0.15% | 0.14% | 22 | +9,182 | 4.29% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 205,276 | 6,720 | 0.01% | 0.0% | 23 | +5,808 | 2.91% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 191,296 | 6,263 | 0.0% | 0.0% | 24 | -4,648 | -2.37% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 156,518 | 5,124 | 0.0% | 0.0% | 25 | -3,410 | -2.13% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 142,170 | 4,654 | 0.0% | 0.0% | 26 | -6,693 | -4.5% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 140,024 | 4,584 | 0.01% | 0.01% | 27 | +8,078 | 6.12% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 135,563 | 4,438 | 0.0% | 0.0% | 28 | -2,561 | -1.85% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 94,919 | 3,107 | 0.0% | 0.0% | 29 | -6,572 | -6.48% | Q4 2025 | Feb 18, 2026 |
| Point72 Asset Management, L.P. | History | New | 91,440 | 2,993 | 0.0% | — | 30 | +91,440 | New | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 90,521 | 2,963 | 0.0% | 0.0% | 31 | -1,904 | -2.06% | Q4 2025 | Feb 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 88,187 | 2,887 | 0.01% | 0.01% | 32 | +9,951 | 12.72% | Q4 2025 | Jan 30, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 83,080 | 2,720 | 0.01% | 0.0% | 33 | +3,100 | 3.88% | Q4 2025 | Feb 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 78,556 | 2,571 | 0.03% | 0.04% | 34 | -41,802 | -34.73% | Q4 2025 | Feb 09, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 78,323 | 2,564 | 0.07% | 0.06% | 35 | -768 | -0.97% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 75,789 | 2,481 | 0.0% | 0.0% | 36 | -95,068 | -55.64% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 75,509 | 2,472 | 0.0% | 0.0% | 37 | +4,472 | 6.3% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 68,638 | 2,247 | 0.0% | 0.0% | 38 | +12,450 | 22.16% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 59,385 | 1,944 | 0.0% | 0.0% | 39 | +4,533 | 8.26% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 57,539 | 1,883 | 0.0% | 0.0% | 40 | +7,571 | 15.15% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 56,878 | 1,862 | 0.0% | 0.0% | 41 | +1,500 | 2.71% | Q4 2025 | Feb 12, 2026 |
| Trexquant Investment LP | History | Added to | 55,843 | 1,828 | 0.02% | 0.02% | 42 | +2,838 | 5.35% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 52,038 | 1,703 | 0.0% | 0.0% | 43 | +1,082 | 2.12% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 50,376 | 1,649 | 0.0% | 0.0% | 44 | -28,189 | -35.88% | Q4 2025 | Jan 29, 2026 |
| ALGERT GLOBAL LLC | History | New | 49,574 | 1,623 | 0.03% | — | 45 | +49,574 | New | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 48,746 | 1,595 | 0.0% | 0.0% | 46 | +17,859 | 57.82% | Q4 2025 | Feb 17, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 48,600 | 1,591 | 0.07% | 0.06% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 46,011 | 1,506 | 0.03% | 0.02% | 48 | +12,572 | 37.6% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 43,311 | 1,418 | 0.0% | 0.0% | 49 | -10,194 | -19.05% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 43,218 | 1,415 | 0.0% | 0.0% | 50 | +815 | 1.92% | Q4 2025 | Feb 17, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 40,208 | 1,316 | 0.12% | 0.12% | 51 | +1,167 | 2.99% | Q4 2025 | Jan 07, 2026 |
| Invesco Ltd. | History | Reduced | 38,964 | 1,275 | 0.0% | 0.0% | 52 | -12,650 | -24.51% | Q4 2025 | Feb 19, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 38,049 | 1,254 | 0.05% | 0.07% | 53 | +768 | 2.06% | Q4 2025 | Feb 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 38,272 | 1,253 | 0.06% | 0.05% | 54 | +14,315 | 59.75% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 37,721 | 1,234 | 0.0% | 0.0% | 55 | +7,739 | 25.81% | Q4 2025 | Feb 10, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 37,248 | 1,219 | 0.12% | 0.11% | 56 | +5 | 0.01% | Q4 2025 | Jan 29, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 36,734 | 1,202 | 0.0% | 0.0% | 57 | -7,275 | -16.53% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 35,306 | 1,155 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AlphaQuest LLC | History | Added to | 35,232 | 1,153 | 0.06% | 0.02% | 59 | +26,572 | 306.84% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 33,581 | 1,099 | 0.0% | 0.0% | 60 | +9,766 | 41.01% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 31,023 | 1,015 | 0.0% | 0.0% | 61 | +3,547 | 12.91% | Q4 2025 | Feb 11, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 26,844 | 878 | 0.02% | 0.01% | 62 | -252 | -0.93% | Q4 2025 | Jan 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 26,842 | 878 | 0.0% | 0.0% | 63 | -50 | -0.19% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 25,582 | 837 | 0.0% | 0.0% | 64 | +476 | 1.9% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 24,931 | 816 | 0.0% | 0.0% | 65 | +2,774 | 12.52% | Q4 2025 | Feb 17, 2026 |
| Integrated Quantitative Investments LLC | History | New | 24,013 | 786 | 0.17% | — | 66 | +24,013 | New | Q4 2025 | Feb 12, 2026 |
| BLB&B Advisors, LLC | History | No change | 23,917 | 783 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 23,740 | 777 | 0.0% | 0.0% | 68 | -2,318 | -8.9% | Q4 2025 | Jan 28, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 23,512 | 769 | 0.15% | 0.14% | 69 | -660 | -2.73% | Q4 2025 | Jan 26, 2026 |
| Legal & General Group Plc | History | Reduced | 22,451 | 735 | 0.0% | 0.0% | 70 | -7,253 | -24.42% | Q4 2025 | Feb 09, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 22,427 | 734 | 0.32% | 0.54% | 71 | -17,680 | -44.08% | Q4 2025 | Jan 16, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 22,333 | 731 | 0.0% | 0.0% | 72 | +3,687 | 19.77% | Q4 2025 | Jan 28, 2026 |
| Man Group plc | History | New | 21,711 | 710 | 0.0% | — | 73 | +21,711 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 21,561 | 706 | 0.0% | 0.0% | 74 | -914 | -4.07% | Q4 2025 | Jan 09, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 21,213 | 694 | 0.0% | 0.01% | 75 | -167,832 | -88.78% | Q4 2025 | Feb 11, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 21,000 | 687 | 0.17% | — | 76 | +21,000 | New | Q4 2025 | Feb 02, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 20,600 | 674 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Reduced | 20,000 | 654 | 0.0% | 0.0% | 78 | -1,800 | -8.26% | Q4 2025 | Feb 02, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 19,626 | 642 | 0.0% | 0.0% | 79 | +3,019 | 18.18% | Q4 2025 | Feb 13, 2026 |
| GABELLI FUNDS LLC | History | New | 19,597 | 641 | 0.0% | — | 80 | +19,597 | New | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,406 | 635 | 0.0% | 0.0% | 81 | +4,898 | 33.76% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | New | 19,262 | 630 | 0.01% | — | 82 | +19,262 | New | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Added to | 18,889 | 618 | 0.0% | 0.0% | 83 | +1,105 | 6.21% | Q4 2025 | Feb 10, 2026 |
| Bison Wealth, LLC | History | New | 18,630 | 613 | 0.07% | — | 84 | +18,630 | New | Q4 2025 | Mar 24, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 18,400 | 602 | 0.0% | — | 85 | +18,400 | New | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 18,169 | 595 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 18,161 | 594 | 0.0% | 0.0% | 87 | -3,023 | -14.27% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | New | 17,718 | 580 | 0.0% | — | 89 | +17,718 | New | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 17,731 | 580 | 0.0% | 0.0% | 88 | -8,249 | -31.75% | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 17,427 | 570 | 0.01% | 0.01% | 90 | -342 | -1.92% | Q4 2025 | Feb 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 17,300 | 566 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Squarepoint Ops LLC | History | New | 17,106 | 560 | 0.0% | — | 92 | +17,106 | New | Q4 2025 | Feb 13, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 16,956 | 555 | 0.0% | — | 93 | +16,956 | New | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 16,903 | 555 | 0.0% | 0.0% | 94 | +966 | 6.06% | Q4 2025 | Jan 08, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 15,876 | 519 | 0.0% | 0.0% | 95 | -1,370 | -7.94% | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 15,823 | 518 | 0.0% | 0.0% | 96 | -2,061 | -11.52% | Q4 2025 | Feb 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 17,012 | 504 | 0.0% | 0.0% | 97 | +295 | 1.76% | Q4 2025 | Feb 11, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 14,900 | 488 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HSBC HOLDINGS PLC | History | New | 14,807 | 484 | 0.0% | — | 99 | +14,807 | New | Q4 2025 | Mar 20, 2026 |
| Legato Capital Management LLC | History | New | 14,720 | 481 | 0.04% | — | 100 | +14,720 | New | Q4 2025 | Feb 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 14,471 | 473 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Summit Financial, LLC | History | Added to | 14,308 | 468 | 0.01% | 0.01% | 102 | +117 | 0.82% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 14,272 | 467 | 0.0% | 0.0% | 103 | +1,140 | 8.68% | Q4 2025 | Jan 26, 2026 |
| Dakota Wealth Management | History | New | 13,685 | 448 | 0.01% | — | 104 | +13,685 | New | Q4 2025 | Jan 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 13,483 | 441 | 0.0% | 0.0% | 105 | -6,516 | -32.58% | Q4 2025 | Feb 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 13,230 | 433 | 0.0% | 0.0% | 106 | -37 | -0.28% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 13,186 | 431 | 0.0% | — | 108 | +13,186 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 13,179 | 431 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 12,624 | 413 | 0.0% | 0.0% | 109 | +1,127 | 9.8% | Q4 2025 | Feb 10, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 12,434 | 407 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 11,988 | 392 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 11,749 | 384 | 0.0% | — | 112 | +11,749 | New | Q4 2025 | Feb 17, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 11,750 | 384 | 0.06% | 0.05% | 113 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 11,582 | 379 | 0.0% | 0.0% | 114 | -4,525 | -28.09% | Q4 2025 | Feb 13, 2026 |
| Abacus Wealth Partners, LLC | History | New | 11,515 | 377 | 0.04% | — | 115 | +11,515 | New | Q4 2025 | Feb 05, 2026 |
| Polymer Capital Management (US) LLC | History | Added to | 11,117 | 363 | 0.04% | 0.03% | 116 | +1,458 | 15.09% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 10,640 | 348 | 0.0% | 0.0% | 117 | -7 | -0.07% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 10,448 | 342 | 0.0% | 0.0% | 118 | +2,238 | 27.26% | Q4 2025 | Feb 11, 2026 |
| WealthTrust Axiom LLC | History | No change | 10,227 | 334 | 0.09% | 0.08% | 119 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 10,005 | 327 | 0.02% | 0.03% | 120 | +804 | 8.74% | Q4 2025 | Feb 17, 2026 |
| Stanley-Laman Group, Ltd. | History | No change | 9,884 | 323 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 9,600 | 314 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,314 | 304 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,536 | 279 | 0.0% | 0.0% | 124 | +1,290 | 17.8% | Q4 2025 | Feb 18, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 8,278 | 271 | 0.01% | 0.01% | 126 | -53 | -0.64% | Q4 2025 | Feb 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,278 | 271 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Empower Advisory Group, LLC | History | New | 8,217 | 269 | 0.0% | — | 127 | +8,217 | New | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 8,212 | 268 | 0.0% | 0.0% | 128 | +181 | 2.25% | Q4 2025 | Jan 29, 2026 |
| Arizona State Retirement System | History | Reduced | 8,020 | 262 | 0.0% | 0.0% | 129 | -500 | -5.87% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,022 | 262 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 7,868 | 257 | 0.01% | 0.0% | 131 | +942 | 13.6% | Q4 2025 | Jan 27, 2026 |
| Hendershot Investments Inc. | History | No change | 7,679 | 251 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,008 | 229 | 0.0% | 0.0% | 133 | +234 | 3.45% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 7,004 | 229 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HighTower Advisors, LLC | History | New | 6,616 | 216 | 0.0% | — | 135 | +6,616 | New | Q4 2025 | Feb 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 6,576 | 215 | 0.02% | — | 136 | +6,576 | New | Q4 2025 | Feb 06, 2026 |
| Cornerstone Investment Partners, LLC | History | New | 6,520 | 213 | 0.01% | — | 137 | +6,520 | New | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | New | 6,429 | 210 | 0.0% | — | 138 | +6,429 | New | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | New | 6,136 | 200 | 0.01% | — | 139 | +6,136 | New | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | Added to | 5,447 | 178 | 0.01% | 0.0% | 140 | +5,160 | 1797.91% | Q4 2025 | Feb 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 3,940 | 129 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 2,827 | 92 | 0.0% | 0.0% | 142 | -73 | -2.52% | Q4 2025 | Jan 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,802 | 91 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,408 | 78 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | No change | 2,258 | 73 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,868 | 61 | 0.0% | 0.0% | 146 | +987 | 112.03% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,761 | 57 | 0.0% | — | 147 | +1,761 | New | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 1,375 | 45 | 0.0% | 0.0% | 148 | -2,129 | -60.76% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,157 | 37 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 999 | 32 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 893 | 29 | 0.0% | 0.0% | 151 | -103 | -10.34% | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | Added to | 707 | 23 | 0.0% | 0.0% | 152 | +8 | 1.14% | Q4 2025 | Jan 05, 2026 |
| Arax Advisory Partners | History | Reduced | 667 | 21 | 0.0% | 0.0% | 153 | -4,637 | -87.42% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | No change | 616 | 20 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Battery Global Advisors, LLC | History | Reduced | 59 | 19 | 0.01% | 0.04% | 155 | -2,564 | -97.75% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 601 | 19 | 0.0% | 0.0% | 156 | +17 | 2.91% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 557 | 18 | 0.0% | — | 158 | +557 | New | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 550 | 18 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 509 | 16 | 0.0% | — | 159 | +491 | 2727.78% | Q4 2025 | Jan 23, 2026 |
| WPG Advisers, LLC | History | No change | 507 | 16 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Grove Bank & Trust | History | New | 484 | 15 | 0.0% | — | 161 | +484 | New | Q4 2025 | Jan 08, 2026 |
| Bogart Wealth, LLC | History | New | 440 | 14 | 0.0% | — | 162 | +440 | New | Q4 2025 | Jan 30, 2026 |
| BESSEMER GROUP INC | History | No change | 380 | 12 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 352 | 11 | 0.0% | — | 165 | +352 | New | Q4 2025 | Feb 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 334 | 11 | 0.0% | 0.0% | 164 | +78 | 30.47% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 242 | 7 | 0.0% | 0.0% | 167 | +104 | 75.36% | Q4 2025 | Feb 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 207 | 7 | 0.0% | 0.0% | 166 | -4 | -1.9% | Q4 2025 | Jan 20, 2026 |
| FIRST HORIZON CORP | History | No change | 202 | 6 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 194 | 6 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CX Institutional | History | New | 115 | 4 | 0.0% | — | 171 | +115 | New | Q4 2025 | Feb 02, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 124 | 4 | 0.0% | 0.0% | 170 | -78 | -38.61% | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 124 | 4 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 102 | 3 | 0.0% | — | 175 | +102 | New | Q4 2025 | Feb 10, 2026 |
| S&T BANK/PA | History | Reduced | 120 | 3 | 0.0% | 0.0% | 174 | -44 | -26.83% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 107 | 3 | 0.0% | 0.0% | 173 | +38 | 55.07% | Q4 2025 | Feb 10, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 75 | 2 | 0.0% | — | 180 | +66 | 733.33% | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | Added to | 68 | 2 | 0.0% | 0.0% | 176 | +19 | 38.78% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 69 | 2 | 0.0% | 0.0% | 178 | +15 | 27.78% | Q4 2025 | Mar 16, 2026 |
| PRIVATE TRUST CO NA | History | No change | 62 | 2 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 86 | 2 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Quarry LP | History | Reduced | 59 | 1 | 0.0% | 0.0% | 188 | -702 | -92.25% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 33 | 1 | 0.0% | 0.0% | 185 | -268 | -89.04% | Q4 2025 | Jan 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 33 | 1 | 0.0% | 0.0% | 183 | -89 | -72.95% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 52 | 1 | 0.0% | — | 186 | +52 | New | Q4 2025 | Feb 03, 2026 |
| Covestor Ltd | History | Added to | 22 | 1 | 0.0% | — | 187 | +19 | 633.33% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Added to | 57 | 1 | 0.0% | 0.0% | 189 | +2 | 3.64% | Q4 2025 | Jan 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 46 | 1 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| J.Safra Asset Management Corp | History | No change | 57 | 1 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -114,048 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -30,251 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -15,133 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,974 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Semanteon Capital Management, LP | History | Closed out | 0 | 0 | — | 0.45% | — | -11,912 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,770 | -100.0% | Q3 2025 | Nov 14, 2025 |
| State of Tennessee, Department of Treasury | History | Closed out | 0 | 0 | — | 0.0% | — | -4,892 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optiver Holding B.V. | History | Reduced | 14 | 0 | — | 0.0% | — | -152 | -91.57% | Q4 2025 | Feb 17, 2026 |
| Evergreen Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SJS Investment Consulting Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q4 2025 | Feb 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 09, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |