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 | No change | 3,417,251 | 149,504 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,898,899 | 77,817 | 0.01% | 0.02% | 2 | +2,229 | 0.12% | Q3 2026 | Nov 04, 2026 |
| FMR LLC | History | No change | 1,570,525 | 68,710 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,187,660 | 51,960 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 991,985 | 43,399 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 846,282 | 37,024 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 823,655 | 36,039 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 764,026 | 33,426 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 515,789 | 22,565 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNIVEST FINANCIAL Corp | History | No change | 503,433 | 22,025 | 1.08% | 1.08% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 508,266 | 20,828 | 0.06% | 0.11% | 11 | -326,362 | -39.1% | Q3 2026 | Oct 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 435,006 | 19,031 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 424,252 | 18,561 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 351,281 | 15,368 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 317,908 | 13,908 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 307,272 | 13,443 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 290,405 | 12,707 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 303,841 | 12,451 | 0.63% | 0.64% | 18 | -17,597 | -5.47% | Q3 2026 | Oct 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 281,615 | 12,320 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 272,915 | 11,940 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 267,169 | 11,688 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 250,739 | 10,969 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 239,352 | 10,471 | 0.18% | 0.18% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 236,309 | 10,338 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 206,866 | 9,050 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 187,196 | 8,189 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 183,258 | 8,017 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 157,339 | 6,873 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 145,915 | 6,383 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 141,028 | 6,170 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 140,196 | 6,133 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Empowered Funds, LLC | History | No change | 139,215 | 6,090 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 136,540 | 5,973 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 131,806 | 5,766 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 128,460 | 5,620 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 124,683 | 5,454 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 114,449 | 5,007 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 96,361 | 4,215 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 95,622 | 4,183 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 98,732 | 4,046 | 0.0% | 0.0% | 40 | +12,910 | 15.04% | Q3 2026 | Nov 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 89,479 | 3,954 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 86,968 | 3,804 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 82,550 | 3,611 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 81,640 | 3,571 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 80,878 | 3,538 | 0.08% | 0.08% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 70,051 | 3,064 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 67,622 | 2,958 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 65,780 | 2,877 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 65,309 | 2,857 | 0.15% | 0.15% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 64,630 | 2,827 | 0.46% | 0.46% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 65,407 | 2,680 | 0.0% | 0.0% | 51 | +26,566 | 68.4% | Q3 2026 | Nov 02, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 59,734 | 2,614 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 56,878 | 2,488 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 54,539 | 2,392 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HSBC HOLDINGS PLC | History | No change | 52,472 | 2,317 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 50,865 | 2,225 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 49,424 | 2,162 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 48,600 | 2,126 | 0.08% | 0.08% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 49,737 | 2,038 | 0.13% | 0.13% | 59 | +1,856 | 3.88% | Q3 2026 | Oct 08, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 48,867 | 2,002 | 0.04% | 0.01% | 60 | +34,092 | 230.74% | Q3 2026 | Oct 16, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 48,632 | 1,992 | 0.17% | 0.18% | 61 | +24,361 | 100.37% | Q3 2026 | Oct 23, 2026 |
| Quantinno Capital Management LP | History | No change | 39,915 | 1,746 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 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 | No change | 37,762 | 1,652 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 37,055 | 1,621 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 38,290 | 1,569 | 0.01% | 0.01% | 66 | -31,144 | -44.85% | Q3 2026 | Nov 05, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 37,664 | 1,543 | 0.13% | 0.14% | 67 | +409 | 1.1% | Q3 2026 | Oct 23, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 35,127 | 1,440 | 0.49% | 0.52% | 68 | -530 | -1.49% | Q3 2026 | Nov 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 32,762 | 1,433 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Savant Capital, LLC | History | No change | 34,781 | 1,341 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IEQ CAPITAL, LLC | History | No change | 29,610 | 1,295 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 28,876 | 1,263 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 35,370 | 1,211 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnetar Financial LLC | History | No change | 26,691 | 1,167 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 26,532 | 1,160 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 25,522 | 1,116 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 26,900 | 1,102 | 0.0% | 0.0% | 77 | +7,100 | 35.86% | Q3 2026 | Oct 30, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 26,423 | 1,082 | 0.02% | 0.02% | 78 | +3,548 | 15.51% | Q3 2026 | Oct 13, 2026 |
| CITIGROUP INC | History | Reduced | 25,295 | 1,036 | 0.0% | 0.0% | 79 | -4,948 | -16.36% | Q3 2026 | Nov 04, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 24,450 | 1,001 | 0.09% | 0.1% | 80 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Legal & General Group Plc | History | No change | 22,034 | 963 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLB&B Advisors, LLC | History | No change | 23,392 | 958 | 0.03% | 0.04% | 82 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| LPL Financial LLC | History | No change | 21,878 | 957 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legato Capital Management LLC | History | No change | 21,389 | 935 | 0.08% | 0.08% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 21,327 | 933 | 0.01% | 0.01% | 85 | 0 | 0.0% | 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 | No change | 21,000 | 918 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 20,795 | 910 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 19,275 | 843 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 19,179 | 839 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 18,944 | 828 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 18,925 | 827 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 19,882 | 820 | 0.0% | 0.0% | 93 | +1,059 | 5.63% | Q3 2026 | Oct 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 18,491 | 808 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 18,400 | 805 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 19,479 | 798 | 0.32% | 0.37% | 96 | -2,458 | -11.2% | Q3 2026 | Oct 23, 2026 |
| Bison Wealth, LLC | History | No change | 18,665 | 763 | 0.06% | 0.08% | 97 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 17,330 | 758 | 0.0% | 0.0% | 98 | 0 | 0.0% | 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 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 16,573 | 725 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 16,580 | 725 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 16,311 | 713 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 16,280 | 712 | 0.01% | 0.01% | 103 | 0 | 0.0% | 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 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,311 | 626 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Rafferty Asset Management, LLC | History | No change | 14,109 | 617 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 13,685 | 598 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | No change | 13,570 | 593 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 13,179 | 576 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 12,910 | 564 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 12,434 | 543 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 12,264 | 536 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 11,988 | 524 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ethic Inc. | History | New | 12,603 | 516 | 0.01% | — | 114 | +12,603 | New | Q3 2026 | Nov 03, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 11,541 | 504 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 11,165 | 495 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 10,617 | 464 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthTrust Axiom LLC | History | No change | 10,227 | 447 | 0.1% | 0.1% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 10,092 | 441 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 10,666 | 437 | 0.0% | 0.0% | 120 | -6 | -0.06% | Q3 2026 | Nov 02, 2026 |
| Sterling Capital Management LLC | History | Reduced | 10,558 | 432 | 0.01% | 0.01% | 121 | -19 | -0.18% | Q3 2026 | Oct 22, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 10,500 | 430 | 0.08% | 0.08% | 122 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 9,651 | 422 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 9,600 | 420 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 9,506 | 415 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CHOREO, LLC | History | Reduced | 10,125 | 414 | 0.0% | 0.0% | 126 | -52 | -0.51% | Q3 2026 | Oct 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 9,340 | 408 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,314 | 407 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 9,293 | 406 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stanley-Laman Group, Ltd. | History | No change | 9,884 | 405 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Brevan Howard Capital Management LP | History | No change | 9,062 | 396 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 9,072 | 371 | 0.0% | — | 132 | +9,072 | New | Q3 2026 | Oct 28, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,278 | 362 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empower Advisory Group, LLC | History | No change | 8,217 | 359 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 8,184 | 358 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 8,046 | 352 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,022 | 350 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 7,800 | 341 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hendershot Investments Inc. | History | No change | 7,679 | 335 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FAI Advisors, Inc. | History | Added to | 8,125 | 332 | 0.13% | 0.13% | 140 | +527 | 6.94% | Q3 2026 | Oct 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 8,155 | 330 | 0.01% | 0.01% | 141 | -50 | -0.61% | Q3 2026 | Oct 20, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 8,016 | 328 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 7,868 | 322 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Arizona State Retirement System | History | Added to | 7,841 | 321 | 0.0% | 0.0% | 145 | +92 | 1.19% | Q3 2026 | Nov 03, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 7,354 | 321 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,985 | 305 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,880 | 301 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 6,593 | 288 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 7,004 | 287 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,245 | 273 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 6,181 | 270 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 6,145 | 268 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,387 | 235 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 5,675 | 232 | 0.0% | 0.0% | 154 | +2,261 | 66.23% | Q3 2026 | Oct 20, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 5,451 | 223 | 0.0% | 0.0% | 155 | +339 | 6.63% | Q3 2026 | Nov 03, 2026 |
| nVerses Capital, LLC | History | No change | 4,864 | 212 | 0.33% | 0.33% | 156 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Olympiad Research LP | History | New | 5,076 | 208 | 0.27% | — | 157 | +5,076 | New | Q3 2026 | Nov 04, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 4,994 | 204 | 0.02% | 0.02% | 158 | +56 | 1.13% | Q3 2026 | Nov 03, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 3,940 | 172 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 3,342 | 136 | 0.0% | — | 160 | +3,342 | New | Q3 2026 | Oct 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,150 | 129 | 0.0% | 0.0% | 161 | +56 | 1.81% | Q3 2026 | Oct 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,889 | 126 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,802 | 114 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Battery Global Advisors, LLC | History | No change | 2,623 | 114 | 0.06% | 0.06% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,688 | 110 | 0.0% | 0.0% | 165 | +414 | 18.21% | Q3 2026 | Nov 03, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 2,566 | 105 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q3 2026 | Oct 22, 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 | No change | 2,316 | 101 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,405 | 61 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | New | 1,468 | 60 | 0.0% | — | 170 | +1,468 | New | Q3 2026 | Oct 27, 2026 |
| Quantbot Technologies LP | History | No change | 1,248 | 54 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,074 | 44 | 0.0% | 0.0% | 173 | +355 | 49.37% | Q3 2026 | Oct 08, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 1,079 | 44 | 0.0% | 0.0% | 172 | -78 | -6.74% | Q3 2026 | Oct 15, 2026 |
| Aquatic Capital Management LLC | History | No change | 981 | 42 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 811 | 35 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 783 | 34 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 753 | 30 | 0.0% | 0.0% | 177 | +19 | 2.59% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | No change | 640 | 28 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 535 | 22 | 0.0% | 0.0% | 179 | -4 | -0.74% | Q3 2026 | Oct 22, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 550 | 22 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| WPG Advisers, LLC | History | No change | 494 | 20 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Grove Bank & Trust | History | No change | 484 | 19 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 485 | 19 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Fortitude Family Office, LLC | History | Added to | 441 | 18 | 0.0% | — | 184 | +425 | 2656.25% | Q3 2026 | Oct 14, 2026 |
| BESSEMER GROUP INC | History | No change | 380 | 17 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | No change | 405 | 17 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 434 | 17 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Synergy Investment Management, LLC | History | No change | 397 | 17 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| S&T BANK/PA | History | No change | 373 | 16 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 381 | 16 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 312 | 12 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| KFG LLC | History | New | 278 | 11 | 0.01% | — | 192 | +278 | New | Q3 2026 | Nov 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 249 | 10 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Essential Partners LLC | History | No change | 254 | 10 | 0.0% | 0.01% | 194 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 238 | 9 | 0.0% | 0.0% | 195 | +53 | 28.65% | Q3 2026 | Nov 04, 2026 |
| FIRST HORIZON CORP | History | No change | 202 | 8 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 201 | 8 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Optiver Holding B.V. | History | No change | 203 | 8 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 169 | 7 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 142 | 5 | 0.0% | 0.0% | 201 | +117 | 468.0% | Q3 2026 | Oct 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 127 | 5 | 0.0% | 0.0% | 200 | -66 | -34.2% | Q3 2026 | Oct 05, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 124 | 5 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 95 | 4 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 105 | 4 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 89 | 3 | 0.0% | — | 207 | +89 | New | Q3 2026 | Oct 30, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 69 | 3 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 81 | 3 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 68 | 2 | 0.0% | — | 210 | +68 | New | Q3 2026 | Oct 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 62 | 2 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Rossby Financial, LCC | History | No change | 50 | 2 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 25 | 1 | 0.0% | — | 218 | +25 | New | Q3 2026 | Oct 13, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 46 | 1 | 0.0% | 0.0% | 216 | +2 | 4.55% | Q3 2026 | Nov 05, 2026 |
| ASSETMARK, INC | History | No change | 38 | 1 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | No change | 33 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| True Wealth Design, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.02% | — | -358,183 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,838 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Pictet Asset Management Holding SA | History | Closed out | 0 | 0 | — | 0.0% | — | -5,264 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,632 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -271 | -100.0% | Q3 2026 | Oct 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2026 | Nov 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Covestor Ltd | History | Reduced | 6 | 0 | — | 0.0% | — | -5 | -45.45% | Q3 2026 | Oct 30, 2026 |
| GK Wealth Management LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 09, 2026 |
| Clearstead Advisors, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SBI Securities Co., Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| JPL Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |