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 | 3,111,092 | 106,586 | 0.0% | 0.0% | 1 | +13,257 | 0.43% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 1,902,324 | 65,173 | 0.0% | 0.0% | 2 | -650,060 | -25.47% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,886,235 | 64,621 | 0.01% | 0.01% | 3 | +6,965 | 0.37% | Q1 2026 | May 07, 2026 |
| VANGUARD GROUP INC | History | No change | 1,663,013 | 54,447 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,217,343 | 41,706 | 0.0% | — | 5 | +1,217,343 | New | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 1,095,555 | 37,533 | 0.03% | 0.03% | 6 | -99,920 | -8.36% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 933,686 | 31,988 | 0.0% | 0.0% | 7 | +75,378 | 8.78% | Q1 2026 | May 15, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 842,425 | 28,861 | 0.09% | 0.08% | 8 | -13,810 | -1.61% | Q1 2026 | Apr 24, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 790,944 | 27,100 | 0.0% | 0.0% | 9 | +12,103 | 1.55% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 758,002 | 25,969 | 0.01% | 0.01% | 10 | +56,639 | 8.08% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 583,734 | 19,998 | 0.03% | 0.03% | 11 | -51,496 | -8.11% | Q1 2026 | May 14, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 501,751 | 17,189 | 0.97% | 1.07% | 12 | -115,775 | -18.75% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 358,710 | 12,289 | 0.0% | 0.0% | 13 | -20,969 | -5.52% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 350,938 | 12,023 | 0.01% | 0.01% | 14 | +26,202 | 8.07% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 346,893 | 11,884 | 0.01% | 0.01% | 15 | +13,772 | 4.13% | Q1 2026 | May 14, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 328,464 | 11,253 | 0.56% | 0.56% | 16 | -9,071 | -2.69% | Q1 2026 | Apr 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 319,803 | 10,956 | 0.01% | 0.01% | 17 | +179,779 | 128.39% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 300,739 | 10,303 | 0.03% | 0.03% | 18 | -13,420 | -4.27% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 296,818 | 10,168 | 0.0% | 0.0% | 19 | +6,183 | 2.13% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 278,491 | 9,541 | 0.0% | — | 20 | +278,491 | New | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 271,772 | 9,311 | 0.01% | 0.01% | 21 | +29,247 | 12.06% | Q1 2026 | May 13, 2026 |
| Assenagon Asset Management S.A. | History | New | 257,403 | 8,818 | 0.01% | — | 22 | +257,403 | New | Q1 2026 | Apr 20, 2026 |
| MORGAN STANLEY | History | Reduced | 252,109 | 8,637 | 0.0% | 0.0% | 23 | -22,767 | -8.28% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 233,694 | 8,006 | 0.0% | 0.0% | 24 | -1,279 | -0.54% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 230,901 | 7,910 | 0.16% | 0.15% | 25 | +7,534 | 3.37% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 225,853 | 7,737 | 0.0% | 0.0% | 26 | +34,557 | 18.06% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 204,974 | 7,022 | 0.01% | 0.0% | 27 | +156,228 | 320.49% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 198,597 | 6,803 | 0.01% | 0.01% | 28 | -6,679 | -3.25% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 186,686 | 6,395 | 0.0% | 0.0% | 29 | +110,897 | 146.32% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 182,515 | 6,252 | 0.0% | — | 30 | +182,515 | New | Q1 2026 | May 08, 2026 |
| Nuveen, LLC | History | Reduced | 151,482 | 5,189 | 0.0% | 0.0% | 31 | -5,036 | -3.22% | Q1 2026 | Apr 30, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | Reduced | 138,587 | 4,747 | 1.08% | 2.25% | 32 | -108,116 | -43.82% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 135,818 | 4,653 | 0.0% | 0.0% | 33 | -6,352 | -4.47% | Q1 2026 | May 05, 2026 |
| Empowered Funds, LLC | History | New | 130,764 | 4,479 | 0.03% | — | 34 | +130,764 | New | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 116,920 | 4,005 | 0.01% | — | 35 | +116,920 | New | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 108,705 | 3,724 | 0.01% | 0.0% | 36 | +86,994 | 400.69% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 99,155 | 3,397 | 0.0% | 0.0% | 37 | +77,594 | 359.88% | Q1 2026 | Apr 16, 2026 |
| Trexquant Investment LP | History | Added to | 95,306 | 3,265 | 0.02% | 0.02% | 38 | +39,463 | 70.67% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 93,264 | 3,195 | 0.0% | 0.0% | 39 | -1,655 | -1.74% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 94,350 | 3,190 | 0.0% | 0.0% | 40 | -41,213 | -30.4% | Q1 2026 | May 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 93,000 | 3,186 | 0.08% | 0.07% | 41 | +14,677 | 18.74% | Q1 2026 | May 13, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 88,187 | 3,021 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 83,080 | 2,720 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 76,550 | 2,622 | 0.0% | 0.0% | 44 | +1,041 | 1.38% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 72,971 | 2,499 | 0.0% | 0.0% | 45 | -17,550 | -19.39% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 68,511 | 2,347 | 0.0% | 0.0% | 46 | +10,972 | 19.07% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 67,925 | 2,327 | 0.0% | 0.0% | 47 | +54,739 | 415.13% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 65,793 | 2,254 | 0.0% | 0.0% | 48 | -25,647 | -28.05% | Q1 2026 | May 15, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 64,630 | 2,214 | 0.4% | 0.17% | 49 | +40,617 | 169.15% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 61,046 | 2,091 | 0.0% | 0.0% | 50 | +9,008 | 17.31% | Q1 2026 | May 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 59,014 | 2,022 | 0.03% | 0.03% | 51 | +9,440 | 19.04% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 57,739 | 1,978 | 0.0% | 0.0% | 52 | +7,363 | 14.62% | Q1 2026 | May 05, 2026 |
| Swiss National Bank | History | No change | 56,878 | 1,948 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 56,327 | 1,929 | 0.0% | 0.0% | 54 | +30,745 | 120.18% | Q1 2026 | May 12, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 54,039 | 1,851 | 0.02% | 0.03% | 55 | -24,517 | -31.21% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 49,069 | 1,682 | 0.0% | 0.0% | 56 | +5,851 | 13.54% | Q1 2026 | May 15, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 48,600 | 1,665 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 48,083 | 1,647 | 0.09% | 0.06% | 58 | +9,811 | 25.63% | Q1 2026 | May 15, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 47,652 | 1,632 | 0.14% | 0.12% | 59 | +7,444 | 18.51% | Q1 2026 | Apr 09, 2026 |
| BARCLAYS PLC | History | Reduced | 47,285 | 1,619 | 0.0% | 0.0% | 60 | -21,353 | -31.11% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 46,183 | 1,582 | 0.0% | 0.0% | 61 | -13,202 | -22.23% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 43,642 | 1,495 | 0.0% | 0.0% | 62 | +5,921 | 15.7% | Q1 2026 | May 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 42,099 | 1,442 | 0.03% | 0.03% | 63 | -3,912 | -8.5% | Q1 2026 | Apr 27, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 38,000 | 1,285 | 0.05% | 0.05% | 64 | -49 | -0.13% | Q1 2026 | May 15, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 37,252 | 1,276 | 0.12% | 0.12% | 65 | +4 | 0.01% | Q1 2026 | Apr 13, 2026 |
| Invesco Ltd. | History | Reduced | 36,915 | 1,264 | 0.0% | 0.0% | 66 | -2,049 | -5.26% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 36,361 | 1,245 | 0.0% | — | 67 | +36,361 | New | Q1 2026 | May 04, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 35,745 | 1,224 | 0.0% | 0.0% | 68 | -989 | -2.69% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 34,498 | 1,181 | 0.0% | 0.0% | 69 | -8,813 | -20.35% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 35,306 | 1,155 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 35,232 | 1,153 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 31,070 | 1,064 | 0.0% | 0.0% | 72 | +11,664 | 60.11% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 26,959 | 923 | 0.0% | 0.0% | 73 | +3,219 | 13.56% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Reduced | 26,906 | 921 | 0.0% | 0.0% | 74 | -4,117 | -13.27% | Q1 2026 | May 06, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 26,672 | 913 | 0.02% | 0.02% | 75 | -172 | -0.64% | Q1 2026 | Apr 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 26,630 | 912 | 0.0% | 0.0% | 76 | -212 | -0.79% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 25,136 | 861 | 0.0% | 0.0% | 77 | +5,510 | 28.08% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 25,072 | 858 | 0.0% | 0.0% | 78 | +141 | 0.57% | Q1 2026 | May 08, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | New | 24,450 | 837 | 0.09% | — | 79 | +24,450 | New | Q1 2026 | Apr 08, 2026 |
| ExodusPoint Capital Management, LP | History | New | 24,362 | 834 | 0.01% | — | 80 | +24,362 | New | Q1 2026 | May 14, 2026 |
| BLB&B Advisors, LLC | History | No change | 23,917 | 819 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 23,585 | 808 | 0.0% | 0.0% | 82 | +5,854 | 33.02% | Q1 2026 | May 06, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 23,561 | 807 | 0.16% | 0.15% | 83 | +49 | 0.21% | Q1 2026 | Apr 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 23,334 | 799 | 0.0% | 0.0% | 84 | +8,527 | 57.59% | Q1 2026 | Apr 30, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 22,333 | 765 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 21,937 | 751 | 0.33% | 0.32% | 86 | -490 | -2.18% | Q1 2026 | Apr 16, 2026 |
| Legato Capital Management LLC | History | Added to | 21,389 | 732 | 0.07% | 0.04% | 87 | +6,669 | 45.31% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 21,213 | 726 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STRS OHIO | History | Added to | 20,600 | 705 | 0.0% | 0.0% | 89 | +600 | 3.0% | Q1 2026 | Apr 24, 2026 |
| Bison Wealth, LLC | History | Added to | 18,665 | 705 | 0.07% | 0.07% | 90 | +35 | 0.19% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 20,076 | 687 | 0.0% | 0.0% | 91 | +1,915 | 10.54% | Q1 2026 | May 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 19,600 | 671 | 0.0% | 0.0% | 92 | -1,000 | -4.85% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | No change | 19,597 | 671 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 18,991 | 650 | 0.0% | 0.0% | 94 | +102 | 0.54% | Q1 2026 | May 04, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 18,753 | 642 | 0.0% | — | 95 | +18,753 | New | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 18,491 | 633 | 0.0% | — | 96 | +18,491 | New | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | Reduced | 18,464 | 632 | 0.0% | 0.0% | 97 | -3,987 | -17.76% | Q1 2026 | May 08, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 18,400 | 630 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 19,262 | 630 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 17,319 | 593 | 0.0% | — | 100 | +17,319 | New | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 17,300 | 592 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 17,171 | 588 | 0.0% | 0.0% | 102 | +3,688 | 27.35% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 16,573 | 567 | 0.0% | 0.0% | 103 | -439 | -2.58% | Q1 2026 | May 08, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 16,956 | 555 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 15,947 | 546 | 0.0% | — | 105 | +15,947 | New | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 15,450 | 541 | 0.0% | 0.0% | 106 | -1,453 | -8.6% | Q1 2026 | Apr 08, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 15,705 | 538 | 0.0% | 0.0% | 107 | -171 | -1.08% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 15,085 | 516 | 0.0% | 0.0% | 108 | +813 | 5.7% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 14,194 | 486 | 0.0% | 0.0% | 109 | +7,765 | 120.78% | Q1 2026 | May 13, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 14,100 | 483 | 0.0% | 0.0% | 110 | -800 | -5.37% | Q1 2026 | May 11, 2026 |
| Dakota Wealth Management | History | No change | 13,685 | 468 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Summit Financial, LLC | History | Reduced | 13,511 | 462 | 0.01% | 0.01% | 112 | -797 | -5.57% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 13,168 | 451 | 0.0% | 0.0% | 114 | -62 | -0.47% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 13,179 | 451 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Amundi | History | New | 12,847 | 440 | 0.0% | — | 115 | +12,847 | New | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 12,434 | 425 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 12,334 | 422 | 0.0% | 0.0% | 117 | -21,247 | -63.27% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 12,033 | 412 | 0.0% | 0.0% | 118 | -591 | -4.68% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 11,988 | 410 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 11,846 | 405 | 0.0% | 0.0% | 120 | +97 | 0.83% | Q1 2026 | May 15, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 11,724 | 401 | 0.04% | 0.04% | 121 | +209 | 1.82% | Q1 2026 | Apr 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,783 | 394 | 0.0% | — | 122 | +11,780 | 392666.67% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 10,941 | 374 | 0.01% | 0.01% | 123 | -6,486 | -37.22% | Q1 2026 | Apr 22, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 10,750 | 368 | 0.07% | 0.06% | 124 | -1,000 | -8.51% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,733 | 367 | 0.0% | 0.0% | 125 | +2,197 | 25.74% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 10,670 | 365 | 0.0% | 0.0% | 126 | +30 | 0.28% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Reduced | 10,363 | 355 | 0.0% | 0.0% | 127 | -85 | -0.81% | Q1 2026 | May 15, 2026 |
| WealthTrust Axiom LLC | History | No change | 10,227 | 350 | 0.09% | 0.09% | 128 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | New | 10,191 | 349 | 0.01% | — | 129 | +10,191 | New | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 10,170 | 348 | 0.0% | 0.0% | 130 | -5,653 | -35.73% | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 10,177 | 348 | 0.0% | 0.0% | 131 | -1,405 | -12.13% | Q1 2026 | May 13, 2026 |
| Stanley-Laman Group, Ltd. | History | No change | 9,884 | 338 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 9,600 | 329 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 9,340 | 319 | 0.0% | 0.0% | 135 | -5,131 | -35.46% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,314 | 319 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 8,787 | 301 | 0.03% | 0.04% | 136 | -2,330 | -20.96% | Q1 2026 | May 13, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 8,429 | 288 | 0.01% | 0.01% | 137 | +1,909 | 29.28% | Q1 2026 | May 08, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,278 | 283 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 8,278 | 283 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Empower Advisory Group, LLC | History | No change | 8,217 | 281 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ullmann Wealth Partners Group, LLC | History | New | 8,016 | 274 | 0.03% | — | 142 | +8,016 | New | Q1 2026 | Apr 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,022 | 274 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 7,868 | 269 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | Added to | 7,829 | 268 | 0.01% | 0.01% | 145 | +2,382 | 43.73% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 8,212 | 268 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Arizona State Retirement System | History | Reduced | 7,822 | 267 | 0.0% | 0.0% | 146 | -198 | -2.47% | Q1 2026 | May 01, 2026 |
| Hendershot Investments Inc. | History | No change | 7,679 | 263 | 0.04% | 0.03% | 147 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | New | 7,602 | 260 | 0.0% | — | 148 | +7,602 | New | Q1 2026 | May 01, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 6,408 | 243 | 0.01% | 0.02% | 149 | -3,597 | -35.95% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 7,050 | 241 | 0.0% | 0.0% | 151 | +434 | 6.56% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,039 | 241 | 0.0% | 0.0% | 150 | +31 | 0.44% | Q1 2026 | May 08, 2026 |
| nVerses Capital, LLC | History | New | 6,883 | 235 | 0.21% | — | 152 | +6,883 | New | Q1 2026 | May 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 7,004 | 229 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 6,501 | 222 | 0.06% | — | 154 | +6,501 | New | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 6,245 | 213 | 0.0% | — | 156 | +6,245 | New | Q1 2026 | May 08, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 6,246 | 213 | 0.01% | 0.01% | 155 | +110 | 1.79% | Q1 2026 | May 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 3,940 | 136 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,866 | 98 | 0.0% | 0.0% | 158 | +39 | 1.38% | Q1 2026 | Apr 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,802 | 95 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Battery Global Advisors, LLC | History | Added to | 2,623 | 89 | 0.05% | 0.01% | 160 | +2,564 | 4345.76% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,408 | 82 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Added to | 2,279 | 78 | 0.0% | 0.0% | 162 | +904 | 65.75% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,263 | 77 | 0.0% | 0.0% | 163 | +5 | 0.22% | Q1 2026 | Jun 02, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,645 | 57 | 0.0% | 0.0% | 164 | -116 | -6.59% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 1,553 | 53 | 0.0% | — | 165 | +1,553 | New | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,472 | 50 | 0.0% | 0.0% | 166 | -396 | -21.2% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,157 | 39 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,001 | 34 | 0.0% | 0.0% | 168 | +2 | 0.2% | Q1 2026 | Apr 30, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 823 | 28 | 0.0% | 0.0% | 169 | +616 | 297.58% | Q1 2026 | Apr 28, 2026 |
| GAMMA Investing LLC | History | Added to | 734 | 25 | 0.0% | 0.0% | 170 | +27 | 3.82% | Q1 2026 | Apr 06, 2026 |
| Arax Advisory Partners | History | Added to | 676 | 23 | 0.0% | 0.0% | 171 | +9 | 1.35% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 626 | 21 | 0.0% | 0.0% | 173 | +25 | 4.16% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 631 | 21 | 0.0% | 0.0% | 172 | +15 | 2.44% | Q1 2026 | May 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 550 | 18 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 516 | 17 | 0.0% | 0.0% | 175 | +7 | 1.38% | Q1 2026 | Apr 07, 2026 |
| Essential Partners LLC | History | Added to | 497 | 17 | 0.01% | 0.0% | 176 | +4 | 0.81% | Q1 2026 | May 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 485 | 16 | 0.0% | 0.0% | 178 | -72 | -12.93% | Q1 2026 | May 11, 2026 |
| Grove Bank & Trust | History | No change | 484 | 16 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Allworth Financial LP | History | Added to | 457 | 15 | 0.0% | 0.0% | 179 | +105 | 29.83% | Q1 2026 | May 14, 2026 |
| WPG Advisers, LLC | History | Reduced | 467 | 15 | 0.01% | 0.01% | 181 | -40 | -7.89% | Q1 2026 | Apr 29, 2026 |
| Bogart Wealth, LLC | History | No change | 440 | 15 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 434 | 14 | 0.0% | — | 183 | +434 | New | Q1 2026 | Apr 30, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 409 | 14 | 0.0% | 0.0% | 182 | +75 | 22.46% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | No change | 380 | 13 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | New | 327 | 11 | 0.0% | — | 186 | +327 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 350 | 11 | 0.0% | 0.0% | 185 | +281 | 407.25% | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 271 | 9 | 0.0% | 0.0% | 187 | +147 | 118.55% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | No change | 242 | 8 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 177 | 6 | 0.0% | 0.0% | 190 | +70 | 65.42% | Q1 2026 | May 07, 2026 |
| FIRST HORIZON CORP | History | No change | 202 | 6 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 194 | 6 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| S&T BANK/PA | History | Added to | 166 | 5 | 0.0% | 0.0% | 192 | +46 | 38.33% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | Added to | 122 | 4 | 0.0% | — | 194 | +108 | 771.43% | Q1 2026 | Jun 02, 2026 |
| MAI Capital Management | History | Added to | 124 | 4 | 0.0% | 0.0% | 193 | +56 | 82.35% | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 124 | 4 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 99 | 3 | 0.0% | — | 197 | +99 | New | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 113 | 3 | 0.0% | 0.0% | 196 | +67 | 145.65% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 62 | 2 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 86 | 2 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Whipplewood Advisors, LLC | History | New | 50 | 1 | 0.0% | — | 206 | +50 | New | Q1 2026 | Apr 30, 2026 |
| Rossby Financial, LCC | History | New | 50 | 1 | 0.0% | — | 207 | +50 | New | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | New | 30 | 1 | 0.0% | — | 205 | +30 | New | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 33 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | No change | 33 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| True Wealth Design, LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.17% | — | -21,000 | -100.0% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -18,169 | -100.0% | Q1 2026 | May 01, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,718 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,106 | -100.0% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -6,576 | -100.0% | Q1 2026 | May 08, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -893 | -100.0% | Q1 2026 | May 08, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Eurizon Capital SGR S.p.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q1 2026 | May 08, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 12, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q1 2026 | May 15, 2026 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q1 2026 | May 04, 2026 |
| Covestor Ltd | History | Reduced | 7 | 0 | — | 0.0% | — | -15 | -68.18% | Q1 2026 | May 05, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 19 | 0 | — | — | — | +13 | 216.67% | Q1 2026 | Apr 23, 2026 |
| Stone House Investment Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 22, 2026 |
| GHP Investment Advisors, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| JPL Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SBI Securities Co., Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |