UNIVEST FINANCIAL Corp - UVSP
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 | Added to | 3,417,251 | 149,504 | 0.0% | 0.0% | 1 | +306,159 | 9.84% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,896,670 | 82,980 | 0.02% | 0.01% | 2 | +10,435 | 0.55% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Reduced | 1,570,525 | 68,710 | 0.0% | 0.0% | 3 | -331,799 | -17.44% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 1,187,660 | 51,960 | 0.0% | 0.0% | 4 | -29,683 | -2.44% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 991,985 | 43,399 | 0.0% | 0.0% | 5 | +58,299 | 6.24% | Q2 2026 | Aug 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 846,282 | 37,024 | 0.02% | 0.01% | 6 | +88,280 | 11.65% | Q2 2026 | Aug 12, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 834,628 | 36,514 | 0.11% | 0.09% | 7 | -7,797 | -0.93% | Q2 2026 | Aug 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 823,655 | 36,039 | 0.0% | 0.0% | 8 | +32,711 | 4.14% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 764,026 | 33,426 | 0.03% | 0.03% | 9 | -331,529 | -30.26% | Q2 2026 | Sep 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 515,789 | 22,565 | 0.03% | 0.03% | 10 | -67,945 | -11.64% | Q2 2026 | Aug 13, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 503,433 | 22,025 | 1.08% | 0.97% | 11 | +1,682 | 0.34% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 435,006 | 19,031 | 0.01% | 0.01% | 12 | +84,068 | 23.96% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 424,252 | 18,561 | 0.01% | 0.01% | 13 | +104,449 | 32.66% | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 358,183 | 15,670 | 0.02% | 0.01% | 14 | +100,780 | 39.15% | Q2 2026 | Jul 08, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 351,281 | 15,368 | 0.01% | 0.01% | 15 | +4,388 | 1.26% | Q2 2026 | Aug 13, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 321,438 | 14,062 | 0.64% | 0.56% | 16 | -7,026 | -2.14% | Q2 2026 | Jul 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 317,908 | 13,908 | 0.0% | 0.0% | 17 | +39,417 | 14.15% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 307,272 | 13,443 | 0.0% | 0.0% | 18 | +10,454 | 3.52% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 290,405 | 12,707 | 0.01% | 0.01% | 19 | +18,633 | 6.86% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 281,615 | 12,320 | 0.0% | 0.0% | 20 | -77,095 | -21.49% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 272,915 | 11,940 | 0.0% | 0.0% | 21 | +121,433 | 80.16% | Q2 2026 | Aug 11, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 267,169 | 11,688 | 0.03% | 0.03% | 22 | -33,570 | -11.16% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 250,739 | 10,969 | 0.0% | 0.0% | 23 | -1,370 | -0.54% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 239,352 | 10,471 | 0.18% | 0.16% | 24 | +8,451 | 3.66% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 236,309 | 10,338 | 0.0% | 0.0% | 25 | +2,615 | 1.12% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 206,866 | 9,050 | 0.0% | 0.0% | 26 | -18,987 | -8.41% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 187,196 | 8,189 | 0.01% | 0.01% | 27 | -11,401 | -5.74% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 183,258 | 8,017 | 0.0% | 0.0% | 28 | +743 | 0.41% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 157,339 | 6,873 | 0.01% | 0.0% | 29 | +155,786 | 10031.29% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 145,915 | 6,383 | 0.0% | 0.0% | 30 | -40,771 | -21.84% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 141,028 | 6,170 | 0.0% | 0.0% | 31 | +41,873 | 42.23% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 140,196 | 6,133 | 0.0% | 0.0% | 32 | +4,378 | 3.22% | Q2 2026 | Aug 06, 2026 |
| Empowered Funds, LLC | History | Added to | 139,215 | 6,090 | 0.03% | 0.03% | 33 | +8,451 | 6.46% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Added to | 136,540 | 5,973 | 0.04% | 0.02% | 34 | +41,234 | 43.26% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 131,806 | 5,766 | 0.01% | 0.0% | 35 | +66,013 | 100.33% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 128,460 | 5,620 | 0.01% | 0.01% | 36 | +11,540 | 9.87% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Added to | 124,683 | 5,454 | 0.01% | 0.01% | 37 | +15,978 | 14.7% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 114,449 | 5,007 | 0.0% | 0.01% | 38 | -90,525 | -44.16% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 96,361 | 4,215 | 0.05% | 0.03% | 39 | +37,347 | 63.28% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 95,622 | 4,183 | 0.0% | 0.0% | 40 | +37,883 | 65.61% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 89,479 | 3,954 | 0.0% | 0.0% | 41 | -4,871 | -5.16% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 86,968 | 3,804 | 0.0% | 0.0% | 42 | -6,296 | -6.75% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 85,822 | 3,754 | 0.0% | 0.0% | 43 | +9,272 | 12.11% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 82,550 | 3,611 | 0.0% | 0.0% | 44 | +36,367 | 78.75% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 81,640 | 3,571 | 0.0% | 0.0% | 45 | +25,313 | 44.94% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 80,878 | 3,538 | 0.08% | 0.08% | 46 | -12,122 | -13.03% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 70,051 | 3,064 | 0.0% | 0.0% | 47 | -2,920 | -4.0% | Q2 2026 | Aug 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 69,434 | 3,037 | 0.01% | 0.01% | 48 | -18,753 | -21.27% | Q2 2026 | Aug 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 67,622 | 2,958 | 0.0% | 0.0% | 49 | -889 | -1.3% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 65,780 | 2,877 | 0.0% | 0.0% | 50 | +4,734 | 7.75% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 65,309 | 2,857 | 0.15% | 0.09% | 51 | +17,226 | 35.83% | Q2 2026 | Aug 03, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 64,630 | 2,827 | 0.46% | 0.4% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 59,734 | 2,614 | 0.0% | 0.0% | 53 | +10,665 | 21.73% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 56,878 | 2,488 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 54,539 | 2,392 | 0.0% | 0.0% | 55 | +29,467 | 117.53% | Q2 2026 | Aug 06, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 52,472 | 2,317 | 0.0% | 0.0% | 56 | +29,138 | 124.87% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 50,865 | 2,225 | 0.02% | 0.02% | 57 | -3,174 | -5.87% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 49,424 | 2,162 | 0.0% | 0.0% | 58 | +2,139 | 4.52% | Q2 2026 | Aug 14, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 48,600 | 2,126 | 0.08% | 0.07% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 47,881 | 2,094 | 0.13% | 0.14% | 60 | +229 | 0.48% | Q2 2026 | Jul 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 39,915 | 1,746 | 0.0% | 0.0% | 61 | +8,845 | 28.47% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 38,841 | 1,699 | 0.0% | 0.0% | 62 | +2,480 | 6.82% | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 38,000 | 1,679 | 0.05% | 0.05% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 37,762 | 1,652 | 0.0% | 0.0% | 64 | +2,017 | 5.64% | Q2 2026 | Aug 11, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 37,255 | 1,629 | 0.14% | 0.12% | 65 | +3 | 0.01% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | Added to | 37,055 | 1,621 | 0.0% | 0.0% | 66 | +140 | 0.38% | Q2 2026 | Aug 14, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 35,657 | 1,577 | 0.52% | — | 67 | +35,657 | New | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 32,762 | 1,433 | 0.0% | 0.0% | 68 | +6,132 | 23.03% | Q2 2026 | Aug 24, 2026 |
| Savant Capital, LLC | History | Added to | 34,781 | 1,341 | 0.0% | 0.0% | 69 | +15,790 | 83.14% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Added to | 30,243 | 1,323 | 0.0% | 0.0% | 70 | +10,167 | 50.64% | Q2 2026 | Aug 03, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 29,610 | 1,295 | 0.01% | 0.0% | 71 | +4,474 | 17.8% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 28,876 | 1,263 | 0.0% | 0.0% | 72 | +5,291 | 22.43% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 35,370 | 1,211 | 0.0% | 0.0% | 73 | +64 | 0.18% | Q2 2026 | Aug 14, 2026 |
| Magnetar Financial LLC | History | New | 26,691 | 1,167 | 0.01% | — | 74 | +26,691 | New | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 26,532 | 1,160 | 0.0% | 0.0% | 75 | -427 | -1.58% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 25,522 | 1,116 | 0.0% | 0.0% | 76 | +13,188 | 106.92% | Q2 2026 | Aug 14, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 24,450 | 1,069 | 0.1% | 0.09% | 77 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 24,271 | 1,061 | 0.18% | 0.16% | 78 | +710 | 3.01% | Q2 2026 | Jul 27, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 23,392 | 1,023 | 0.04% | 0.03% | 79 | -525 | -2.2% | Q2 2026 | Aug 05, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 22,875 | 1,000 | 0.02% | 0.02% | 80 | -3,797 | -14.24% | Q2 2026 | Jul 10, 2026 |
| Legal & General Group Plc | History | Added to | 22,034 | 963 | 0.0% | 0.0% | 81 | +3,570 | 19.33% | Q2 2026 | Aug 14, 2026 |
| IVC Wealth Advisors LLC | History | No change | 21,937 | 959 | 0.37% | 0.33% | 82 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LPL Financial LLC | History | Reduced | 21,878 | 957 | 0.0% | 0.0% | 83 | -5,028 | -18.69% | Q2 2026 | Aug 07, 2026 |
| Legato Capital Management LLC | History | No change | 21,389 | 935 | 0.08% | 0.07% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | New | 21,327 | 933 | 0.01% | — | 85 | +21,327 | New | Q2 2026 | Aug 06, 2026 |
| Allianz Asset Management GmbH | History | No change | 21,213 | 928 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GABELLI FUNDS LLC | History | Added to | 21,000 | 918 | 0.01% | 0.0% | 87 | +1,403 | 7.16% | Q2 2026 | Aug 12, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 20,795 | 910 | 0.0% | 0.0% | 88 | +6,695 | 47.48% | Q2 2026 | Aug 06, 2026 |
| STRS OHIO | History | Reduced | 19,800 | 866 | 0.0% | 0.0% | 89 | -800 | -3.88% | Q2 2026 | Jul 30, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 19,275 | 843 | 0.05% | — | 90 | +19,275 | New | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | Added to | 19,179 | 839 | 0.0% | 0.0% | 91 | +4,985 | 35.12% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 18,944 | 828 | 0.0% | 0.0% | 92 | -24,698 | -56.59% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 18,925 | 827 | 0.0% | 0.0% | 93 | -675 | -3.44% | Q2 2026 | Aug 07, 2026 |
| Bison Wealth, LLC | History | No change | 18,665 | 825 | 0.08% | 0.07% | 94 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,823 | 817 | 0.0% | 0.0% | 95 | +3,373 | 21.83% | Q2 2026 | Jul 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 18,491 | 808 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 18,400 | 805 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 17,330 | 758 | 0.0% | 0.0% | 98 | -1,423 | -7.59% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 17,300 | 756 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 16,580 | 725 | 0.0% | 0.0% | 101 | +875 | 5.57% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 16,573 | 725 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | Added to | 16,311 | 713 | 0.01% | 0.01% | 102 | +6,120 | 60.05% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | New | 16,280 | 712 | 0.01% | — | 103 | +16,280 | New | Q2 2026 | Aug 06, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 15,947 | 697 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 14,775 | 646 | 0.01% | 0.03% | 105 | -27,324 | -64.9% | Q2 2026 | Jul 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,311 | 626 | 0.0% | 0.0% | 106 | +3,578 | 33.34% | Q2 2026 | Aug 19, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 14,109 | 617 | 0.0% | 0.0% | 107 | -3,062 | -17.83% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 13,685 | 598 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | Added to | 13,570 | 593 | 0.01% | 0.01% | 109 | +59 | 0.44% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | New | 13,179 | 576 | 0.0% | — | 110 | +13,179 | New | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 12,910 | 564 | 0.0% | 0.0% | 111 | -258 | -1.96% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 12,434 | 543 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 12,264 | 536 | 0.0% | 0.0% | 113 | +418 | 3.53% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 11,988 | 524 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CWM, LLC | History | No change | 15,085 | 516 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 11,541 | 504 | 0.0% | 0.0% | 116 | -10,792 | -48.32% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 11,165 | 495 | 0.0% | 0.0% | 117 | -618 | -5.24% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 10,672 | 466 | 0.0% | 0.0% | 118 | +2 | 0.02% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | Added to | 10,617 | 464 | 0.0% | 0.0% | 119 | +254 | 2.45% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 10,577 | 462 | 0.01% | 0.01% | 120 | -364 | -3.33% | Q2 2026 | Jul 28, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 10,500 | 459 | 0.08% | 0.07% | 121 | -250 | -2.33% | Q2 2026 | Aug 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 13,179 | 451 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| WealthTrust Axiom LLC | History | No change | 10,227 | 447 | 0.1% | 0.09% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | New | 10,177 | 445 | 0.0% | — | 124 | +10,177 | New | Q2 2026 | Aug 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 10,092 | 441 | 0.0% | 0.0% | 125 | -85 | -0.84% | Q2 2026 | Aug 11, 2026 |
| Stanley-Laman Group, Ltd. | History | No change | 9,884 | 432 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 9,651 | 422 | 0.0% | — | 127 | +9,651 | New | Q2 2026 | Aug 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 9,600 | 420 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | New | 9,506 | 415 | 0.0% | — | 129 | +9,506 | New | Q2 2026 | Jul 20, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 9,340 | 408 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,314 | 407 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 9,293 | 406 | 0.0% | 0.0% | 132 | -877 | -8.62% | Q2 2026 | Aug 10, 2026 |
| Brevan Howard Capital Management LP | History | New | 9,062 | 396 | 0.0% | — | 133 | +9,062 | New | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,278 | 362 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empower Advisory Group, LLC | History | No change | 8,217 | 359 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 8,184 | 358 | 0.01% | — | 137 | +8,184 | New | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 8,205 | 358 | 0.01% | 0.01% | 136 | -73 | -0.88% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Investment Partners, LLC | History | Reduced | 8,046 | 352 | 0.01% | 0.01% | 138 | -383 | -4.54% | Q2 2026 | Aug 07, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 8,016 | 350 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,022 | 350 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 7,868 | 344 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 7,838 | 342 | 0.03% | — | 142 | +7,838 | New | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,800 | 341 | 0.0% | 0.0% | 143 | -26,698 | -77.39% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Reduced | 7,749 | 339 | 0.0% | 0.0% | 144 | -73 | -0.93% | Q2 2026 | Aug 07, 2026 |
| Hendershot Investments Inc. | History | No change | 7,679 | 335 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 7,354 | 321 | 0.0% | — | 146 | +7,354 | New | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF VERMONT | History | New | 7,004 | 306 | 0.01% | — | 147 | +7,004 | New | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 6,985 | 305 | 0.0% | 0.0% | 148 | -617 | -8.12% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,880 | 301 | 0.0% | 0.0% | 149 | -159 | -2.26% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,593 | 288 | 0.0% | 0.0% | 150 | -457 | -6.48% | Q2 2026 | Aug 05, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,245 | 273 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 6,181 | 270 | 0.0% | — | 152 | +6,181 | New | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 6,145 | 268 | 0.01% | 0.01% | 153 | -101 | -1.62% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 5,387 | 235 | 0.0% | — | 154 | +5,387 | New | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | New | 5,264 | 230 | 0.0% | — | 155 | +5,264 | New | Q2 2026 | Jul 30, 2026 |
| Swiss Life Asset Management Ltd | History | New | 5,112 | 223 | 0.0% | — | 156 | +5,112 | New | Q2 2026 | Jul 29, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 4,938 | 216 | 0.02% | 0.04% | 157 | -6,786 | -57.88% | Q2 2026 | Jul 22, 2026 |
| nVerses Capital, LLC | History | Reduced | 4,864 | 212 | 0.33% | 0.21% | 158 | -2,019 | -29.33% | Q2 2026 | Aug 04, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 3,940 | 172 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,414 | 149 | 0.0% | 0.0% | 160 | +2,413 | 241.06% | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,094 | 135 | 0.0% | 0.0% | 161 | +228 | 7.96% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,889 | 126 | 0.0% | 0.0% | 162 | +1,417 | 96.26% | Q2 2026 | Aug 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,802 | 122 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 2,632 | 115 | 0.0% | — | 164 | +2,632 | New | Q2 2026 | Jul 22, 2026 |
| Battery Global Advisors, LLC | History | No change | 2,623 | 114 | 0.06% | 0.05% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | New | 2,566 | 112 | 0.0% | — | 166 | +2,566 | New | Q2 2026 | Jul 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,408 | 105 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 2,316 | 101 | 0.0% | 0.0% | 168 | +1,640 | 242.6% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,274 | 99 | 0.0% | 0.0% | 169 | +11 | 0.49% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,405 | 61 | 0.0% | 0.0% | 170 | -240 | -14.59% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Reduced | 1,248 | 54 | 0.0% | 0.01% | 171 | -6,581 | -84.06% | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,157 | 50 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 981 | 42 | 0.0% | 0.0% | 173 | -1,298 | -56.95% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 811 | 35 | 0.0% | 0.0% | 174 | +461 | 131.71% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Added to | 783 | 34 | 0.0% | 0.0% | 175 | +326 | 71.33% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | No change | 734 | 32 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 719 | 31 | 0.0% | 0.0% | 177 | +203 | 39.34% | Q2 2026 | Jul 17, 2026 |
| US BANCORP \DE\ | History | Added to | 640 | 28 | 0.0% | 0.0% | 178 | +9 | 1.43% | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 539 | 24 | 0.0% | 0.0% | 179 | -284 | -34.51% | Q2 2026 | Aug 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 550 | 24 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WPG Advisers, LLC | History | Added to | 494 | 21 | 0.01% | 0.01% | 183 | +27 | 5.78% | Q2 2026 | Aug 05, 2026 |
| Grove Bank & Trust | History | No change | 484 | 21 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 485 | 21 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 434 | 18 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Synergy Investment Management, LLC | History | New | 397 | 17 | 0.0% | — | 187 | +397 | New | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 405 | 17 | 0.0% | 0.0% | 186 | +134 | 49.45% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 380 | 17 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| S&T BANK/PA | History | Added to | 373 | 16 | 0.0% | 0.0% | 188 | +207 | 124.7% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 381 | 16 | 0.0% | 0.0% | 189 | -28 | -6.85% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 312 | 13 | 0.0% | 0.0% | 190 | +70 | 28.93% | Q2 2026 | Jul 20, 2026 |
| Blue Trust, Inc. | History | New | 271 | 11 | 0.0% | — | 192 | +271 | New | Q2 2026 | Jul 21, 2026 |
| Essential Partners LLC | History | Reduced | 254 | 11 | 0.01% | 0.01% | 191 | -243 | -48.89% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 249 | 10 | 0.0% | 0.0% | 193 | +72 | 40.68% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 185 | 8 | 0.0% | 0.0% | 197 | -441 | -70.45% | Q2 2026 | Jul 24, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 201 | 8 | 0.0% | 0.0% | 195 | +102 | 103.03% | Q2 2026 | Aug 17, 2026 |
| Optiver Holding B.V. | History | Added to | 203 | 8 | 0.0% | 0.0% | 198 | +81 | 66.39% | Q2 2026 | Aug 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 193 | 8 | 0.0% | 0.0% | 196 | -1 | -0.52% | Q2 2026 | Jul 02, 2026 |
| FIRST HORIZON CORP | History | No change | 202 | 8 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 169 | 7 | 0.0% | 0.0% | 199 | +136 | 412.12% | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 124 | 5 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 105 | 4 | 0.0% | 0.0% | 202 | +19 | 22.09% | Q2 2026 | Jul 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 95 | 4 | 0.0% | 0.0% | 201 | -18 | -15.93% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 81 | 3 | 0.0% | — | 205 | +81 | New | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 70 | 3 | 0.0% | — | 203 | +70 | New | Q2 2026 | Aug 12, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 69 | 3 | 0.0% | — | 204 | +69 | New | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 62 | 2 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 52 | 2 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rossby Financial, LCC | History | No change | 50 | 2 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 44 | 1 | 0.0% | — | 217 | +44 | New | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | New | 38 | 1 | 0.0% | — | 216 | +38 | New | Q2 2026 | Jul 30, 2026 |
| True Wealth Design, LLC | History | Reduced | 45 | 1 | 0.0% | 0.0% | 214 | -12 | -21.05% | Q2 2026 | Jul 16, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 41 | 1 | 0.0% | 0.0% | 215 | +11 | 36.67% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 25 | 1 | 0.0% | — | 212 | +6 | 31.58% | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | Added to | 11 | 1 | 0.0% | — | 213 | +4 | 57.14% | Q2 2026 | Aug 07, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | No change | 33 | 1 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 1.08% | — | -138,587 | -100.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67,925 | -100.0% | Q2 2026 | Sep 02, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -24,362 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,319 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -12,847 | -100.0% | Q2 2026 | Aug 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,033 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,787 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -6,501 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.01% | — | -6,408 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -440 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -327 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -124 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Clearstead Advisors, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q2 2026 | Jul 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Jul 22, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Stone House Investment Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SBI Securities Co., Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JPL Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |