UNIVERSAL CORP /VA/ - UVV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 | 3,779,245 | 199,355 | 0.0% | 0.0% | 1 | +87,169 | 2.36% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,983,924 | 157,401 | 0.0% | 0.0% | 2 | +35,513 | 1.2% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,782,092 | 94,005 | 0.02% | 0.02% | 3 | +228 | 0.01% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 1,443,606 | 76,150 | 0.0% | 0.0% | 4 | -5,425 | -0.37% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 853,722 | 45,033 | 0.01% | 0.01% | 5 | +37,921 | 4.65% | Q4 2025 | Feb 19, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 624,381 | 32,943 | 0.0% | 0.0% | 6 | +5,844 | 0.94% | Q4 2025 | Feb 09, 2026 |
| BARCLAYS PLC | History | Added to | 610,525 | 32,205 | 0.01% | 0.01% | 7 | +31,961 | 5.52% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 524,941 | 27,690 | 0.0% | 0.0% | 8 | -19,185 | -3.53% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 388,688 | 20,503 | 0.02% | 0.03% | 9 | -75,117 | -16.2% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 366,906 | 19,354 | 0.0% | 0.0% | 10 | -808 | -0.22% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 355,546 | 18,755 | 0.0% | 0.0% | 11 | -7,159 | -1.97% | Q4 2025 | Feb 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 345,597 | 18,230 | 0.02% | 0.02% | 12 | +47,497 | 15.93% | Q4 2025 | Feb 13, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 327,678 | 17,285 | 0.05% | 0.06% | 13 | -9,826 | -2.91% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Added to | 312,787 | 16,499 | 0.0% | 0.0% | 14 | +155,244 | 98.54% | Q4 2025 | Jan 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 277,359 | 14,630 | 0.02% | 0.02% | 15 | +3,863 | 1.41% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 261,038 | 13,769 | 0.01% | 0.01% | 16 | +30,058 | 13.01% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 258,403 | 13,630 | 0.02% | 0.02% | 17 | +1,058 | 0.41% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 238,919 | 12,602 | 0.0% | 0.0% | 18 | -14,122 | -5.58% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 178,622 | 9,422 | 0.01% | 0.01% | 19 | -4,689 | -2.56% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 177,959 | 9,387 | 0.01% | 0.0% | 20 | +88,390 | 98.68% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 176,400 | 9,305 | 0.02% | 0.02% | 21 | +5,100 | 2.98% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 163,780 | 8,639 | 0.0% | 0.01% | 22 | -115,278 | -41.31% | Q4 2025 | Feb 17, 2026 |
| Adams Asset Advisors, LLC | History | Reduced | 142,083 | 7,494 | 0.99% | 1.04% | 23 | -1,904 | -1.32% | Q4 2025 | Jan 15, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 133,210 | 7,026 | 0.04% | 0.04% | 24 | -5,358 | -3.87% | Q4 2025 | Jan 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 120,149 | 6,337 | 0.0% | 0.0% | 25 | -115,539 | -49.02% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 119,285 | 6,292 | 0.01% | 0.01% | 26 | +1,493 | 1.27% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 118,740 | 6,263 | 0.0% | 0.0% | 27 | -1,356 | -1.13% | Q4 2025 | Feb 02, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 113,298 | 5,976 | 0.1% | 0.15% | 28 | -43,723 | -27.85% | Q4 2025 | Feb 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 105,873 | 5,584 | 0.02% | 0.02% | 29 | -5,207 | -4.69% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 102,674 | 5,416 | 0.05% | 0.04% | 30 | +18,106 | 21.41% | Q4 2025 | Feb 10, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 98,883 | 5,216 | 0.03% | — | 31 | +98,883 | New | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 90,378 | 4,767 | 0.0% | 0.0% | 32 | -1,083 | -1.18% | Q4 2025 | Mar 25, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 83,267 | 4,392 | 0.0% | 0.01% | 33 | -23,354 | -21.9% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 75,740 | 3,995 | 0.0% | 0.0% | 34 | -2,676 | -3.41% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 74,650 | 3,937 | 0.01% | 0.02% | 35 | -13,760 | -15.56% | Q4 2025 | Feb 10, 2026 |
| Legal & General Group Plc | History | Reduced | 62,946 | 3,320 | 0.0% | 0.0% | 36 | -4,482 | -6.65% | Q4 2025 | Feb 09, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 61,696 | 3,254 | 0.36% | 0.39% | 37 | -8,006 | -11.49% | Q4 2025 | Feb 03, 2026 |
| Nuveen, LLC | History | Added to | 58,173 | 3,068 | 0.0% | 0.0% | 38 | +18,861 | 47.98% | Q4 2025 | Feb 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 57,199 | 3,017 | 0.0% | 0.0% | 39 | -4,201 | -6.84% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 54,389 | 2,869 | 0.0% | 0.0% | 40 | -15,783 | -22.49% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 53,690 | 2,832 | 0.0% | 0.0% | 41 | -1,282 | -2.33% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 49,781 | 2,625 | 0.0% | 0.0% | 42 | +5,405 | 12.18% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 49,249 | 2,597 | 0.0% | 0.0% | 43 | +11,203 | 29.45% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Added to | 49,100 | 2,590 | 0.0% | 0.0% | 44 | +1,000 | 2.08% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 47,084 | 2,483 | 0.0% | 0.0% | 45 | +28,540 | 153.9% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 45,960 | 2,424 | 0.0% | 0.01% | 46 | -222 | -0.48% | Q4 2025 | Jan 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 39,875 | 2,103 | 0.0% | 0.0% | 47 | +4,438 | 12.52% | Q4 2025 | Feb 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 38,912 | 2,052 | 0.0% | 0.0% | 48 | +8,420 | 27.61% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 37,936 | 2,002 | 0.0% | — | 49 | +37,936 | New | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 37,080 | 1,955 | 0.01% | 0.02% | 50 | +603 | 1.65% | Q4 2025 | Jan 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 33,614 | 1,773 | 0.05% | 0.05% | 51 | -204 | -0.6% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 33,436 | 1,763 | 0.01% | 0.01% | 52 | +4,954 | 17.39% | Q4 2025 | Feb 17, 2026 |
| Vestcor Inc | History | Added to | 33,264 | 1,755 | 0.05% | 0.01% | 53 | +24,571 | 282.65% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 31,886 | 1,682 | 0.03% | 0.04% | 54 | -499 | -1.54% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 29,432 | 1,552 | 0.05% | 0.06% | 55 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 28,497 | 1,504 | 0.0% | 0.0% | 56 | +759 | 2.74% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 28,333 | 1,494 | 0.0% | 0.0% | 57 | +4,032 | 16.59% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 27,823 | 1,468 | 0.0% | 0.0% | 58 | +9,869 | 54.97% | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 27,172 | 1,433 | 0.0% | 0.0% | 59 | -2,890 | -9.61% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 26,693 | 1,408 | 0.0% | 0.0% | 60 | -9 | -0.03% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 26,145 | 1,379 | 0.0% | 0.0% | 61 | -142 | -0.54% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 25,300 | 1,334 | 0.0% | 0.0% | 62 | -24,061 | -48.74% | Q4 2025 | Feb 17, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 25,049 | 1,321 | 0.02% | 0.02% | 63 | +1,700 | 7.28% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 24,709 | 1,303 | 0.0% | 0.0% | 64 | +1,429 | 6.14% | Q4 2025 | Feb 11, 2026 |
| SG Americas Securities, LLC | History | Added to | 24,016 | 1,267 | 0.0% | 0.0% | 65 | +13,608 | 130.75% | Q4 2025 | Jan 09, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 23,703 | 1,250 | 0.0% | 0.0% | 66 | +383 | 1.64% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 23,500 | 1,239 | 0.0% | 0.0% | 67 | -88,456 | -79.01% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 23,476 | 1,238 | 0.0% | 0.0% | 68 | +7,912 | 50.84% | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 21,906 | 1,155 | 0.04% | 0.05% | 69 | -420 | -1.88% | Q4 2025 | Jan 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 21,682 | 1,143 | 0.01% | 0.01% | 70 | +15,080 | 228.42% | Q4 2025 | Feb 10, 2026 |
| Verition Fund Management LLC | History | New | 20,284 | 1,069 | 0.0% | — | 71 | +20,284 | New | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 20,028 | 1,056 | 0.0% | 0.0% | 72 | +841 | 4.38% | Q4 2025 | Feb 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 19,327 | 1,019 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | New | 18,893 | 996 | 0.03% | — | 74 | +18,893 | New | Q4 2025 | Feb 17, 2026 |
| Heritage Wealth Advisors | History | Added to | 18,356 | 968 | 0.04% | 0.04% | 75 | +294 | 1.63% | Q4 2025 | Feb 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 17,714 | 934 | 0.01% | — | 77 | +17,714 | New | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 17,718 | 934 | 0.0% | 0.0% | 76 | -3,882 | -17.97% | Q4 2025 | Jan 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 15,901 | 838 | 0.0% | 0.0% | 78 | +12,209 | 330.69% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 15,711 | 827 | 0.0% | 0.0% | 79 | -4,294 | -21.46% | Q4 2025 | Mar 20, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 14,955 | 788 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BRANDYWINE TRUST CO | History | No change | 14,907 | 786 | 0.14% | 0.13% | 81 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | Reduced | 14,769 | 779 | 0.01% | 0.04% | 82 | -47,431 | -76.26% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 14,112 | 744 | 0.0% | 0.0% | 83 | +4,960 | 54.2% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 13,946 | 735 | 0.0% | 0.0% | 84 | -1,954 | -12.29% | Q4 2025 | Feb 09, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 13,688 | 721 | 0.01% | 0.01% | 85 | +166 | 1.23% | Q4 2025 | Jan 23, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 13,630 | 718 | 0.0% | 0.0% | 86 | -873 | -6.02% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 13,062 | 689 | 0.0% | 0.0% | 87 | +1,576 | 13.72% | Q4 2025 | Feb 17, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 13,033 | 687 | 0.01% | 0.01% | 88 | +316 | 2.48% | Q4 2025 | Feb 11, 2026 |
| Quadrature Capital Ltd | History | Added to | 12,785 | 674 | 0.01% | 0.0% | 89 | +6,544 | 104.85% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 12,239 | 645 | 0.01% | 0.03% | 90 | -10,481 | -46.13% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 12,008 | 633 | 0.0% | 0.0% | 91 | -34,849 | -74.37% | Q4 2025 | Feb 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 11,605 | 612 | 0.02% | 0.02% | 92 | -100 | -0.85% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Reduced | 11,434 | 603 | 0.0% | 0.0% | 93 | -5,622 | -32.96% | Q4 2025 | Feb 13, 2026 |
| Louisiana State Employees Retirement System | History | No change | 11,400 | 601 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Horizon Investments, LLC | History | Added to | 11,533 | 599 | 0.01% | 0.01% | 95 | +1,137 | 10.94% | Q4 2025 | Feb 02, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 11,298 | 595 | 0.0% | 0.0% | 96 | +457 | 4.22% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,864 | 575 | 0.0% | 0.0% | 97 | +324 | 3.07% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 10,762 | 567 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 10,576 | 557 | 0.01% | — | 100 | +10,576 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 10,564 | 557 | 0.0% | — | 99 | +10,564 | New | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 10,428 | 550 | 0.0% | 0.0% | 101 | -684 | -6.16% | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | New | 10,227 | 539 | 0.01% | — | 102 | +10,227 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 10,106 | 533 | 0.0% | 0.0% | 103 | -5 | -0.05% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | New | 10,040 | 529 | 0.0% | — | 104 | +10,040 | New | Q4 2025 | Feb 18, 2026 |
| Numerai GP LLC | History | New | 9,535 | 502 | 0.06% | — | 105 | +9,535 | New | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 9,273 | 489 | 0.0% | 0.0% | 106 | +5,340 | 135.77% | Q4 2025 | Jan 27, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 8,679 | 458 | 0.0% | 0.0% | 107 | +138 | 1.62% | Q4 2025 | Feb 11, 2026 |
| REXFORD CAPITAL INC | History | Added to | 8,671 | 457 | 0.35% | 0.37% | 108 | +200 | 2.36% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 8,612 | 454 | 0.0% | 0.0% | 109 | +1,187 | 15.99% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 7,998 | 421 | 0.0% | 0.0% | 110 | -14,482 | -64.42% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 7,924 | 417 | 0.0% | 0.0% | 111 | -2,331 | -22.73% | Q4 2025 | Feb 11, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 7,800 | 411 | 0.09% | 0.1% | 112 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 7,712 | 406 | 0.01% | 0.01% | 113 | -667 | -7.96% | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 7,597 | 400 | 0.02% | 0.05% | 114 | -7,168 | -48.55% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,500 | 395 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 7,483 | 394 | 0.0% | 0.0% | 116 | -60,184 | -88.94% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 7,377 | 389 | 0.0% | 0.0% | 117 | +1,993 | 37.02% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,247 | 382 | 0.0% | 0.0% | 118 | -21 | -0.29% | Q4 2025 | Feb 05, 2026 |
| Sigma Planning Corp | History | Added to | 7,089 | 373 | 0.01% | 0.01% | 119 | +493 | 7.47% | Q4 2025 | Jan 30, 2026 |
| Tidal Investments LLC | History | Added to | 7,000 | 369 | 0.0% | 0.0% | 120 | +1,288 | 22.55% | Q4 2025 | Feb 13, 2026 |
| Arizona State Retirement System | History | Reduced | 6,955 | 366 | 0.0% | 0.0% | 121 | -383 | -5.22% | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,692 | 353 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | Added to | 6,575 | 346 | 0.0% | 0.0% | 123 | +1,106 | 20.22% | Q4 2025 | Feb 17, 2026 |
| Taylor Hoffman Capital Management LLC | History | No change | 6,459 | 340 | 0.1% | 0.11% | 124 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 6,383 | 336 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,315 | 333 | 0.0% | 0.0% | 126 | +260 | 4.29% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 6,289 | 331 | 0.0% | 0.0% | 127 | -521 | -7.65% | Q4 2025 | Jan 26, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 6,252 | 330 | 0.0% | 0.0% | 128 | -774 | -11.02% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,170 | 325 | 0.0% | 0.0% | 129 | -168 | -2.65% | Q4 2025 | Feb 10, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 6,106 | 322 | 0.05% | 0.06% | 130 | -650 | -9.62% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,035 | 318 | 0.0% | 0.0% | 131 | -332 | -5.21% | Q4 2025 | Feb 06, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 5,615 | 317 | 0.0% | 0.0% | 132 | -443 | -7.31% | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, LLC | History | Reduced | 5,847 | 308 | 0.0% | 0.0% | 133 | -1,124 | -16.12% | Q4 2025 | Feb 18, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 5,697 | 300 | 0.0% | 0.0% | 134 | +100 | 1.79% | Q4 2025 | Feb 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 5,596 | 295 | 0.0% | 0.0% | 135 | +10 | 0.18% | Q4 2025 | Feb 02, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 5,507 | 290 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 5,438 | 286 | 0.01% | 0.02% | 137 | -175 | -3.12% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 5,384 | 284 | 0.0% | 0.0% | 138 | -353 | -6.15% | Q4 2025 | Feb 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 5,279 | 278 | 0.01% | 0.01% | 139 | -1,125 | -17.57% | Q4 2025 | Jan 23, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 5,028 | 265 | 0.0% | 0.0% | 140 | -19,910 | -79.84% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,011 | 264 | 0.0% | 0.0% | 141 | +1 | 0.02% | Q4 2025 | Feb 17, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 4,570 | 241 | 0.11% | 0.14% | 142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 4,512 | 238 | 0.0% | 0.0% | 143 | +460 | 11.35% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 4,098 | 216 | 0.01% | 0.0% | 144 | +3,942 | 2526.92% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,084 | 215 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 3,888 | 205 | 0.0% | 0.0% | 146 | -10 | -0.26% | Q4 2025 | Jan 29, 2026 |
| AXQ CAPITAL, LP | History | Reduced | 3,875 | 204 | 0.05% | 0.09% | 147 | -122 | -3.05% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,855 | 203 | 0.0% | 0.0% | 148 | +215 | 5.91% | Q4 2025 | Feb 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 3,740 | 203 | 0.0% | 0.0% | 149 | -88 | -2.3% | Q4 2025 | Jan 21, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 3,250 | 187 | 0.07% | 0.05% | 150 | +1,000 | 44.44% | Q4 2025 | Feb 11, 2026 |
| Motiv8 Investments LLC | History | New | 3,400 | 179 | 0.1% | — | 152 | +3,400 | New | Q4 2025 | Feb 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 3,400 | 179 | 0.0% | 0.0% | 151 | +2,400 | 240.0% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,114 | 164 | 0.0% | 0.0% | 153 | +227 | 7.86% | Q4 2025 | Feb 06, 2026 |
| Quantbot Technologies LP | History | Reduced | 2,876 | 151 | 0.01% | 0.01% | 154 | -3,594 | -55.55% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,763 | 145 | 0.01% | 0.01% | 155 | +8 | 0.29% | Q4 2025 | Feb 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,728 | 143 | 0.0% | 0.0% | 156 | +1,423 | 109.04% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 2,446 | 129 | 0.0% | 0.0% | 157 | -1,375 | -35.99% | Q4 2025 | Feb 17, 2026 |
| Byrne Asset Management LLC | History | Added to | 2,093 | 110 | 0.06% | 0.02% | 158 | +1,453 | 227.03% | Q4 2025 | Jan 12, 2026 |
| US BANCORP \DE\ | History | Added to | 2,067 | 109 | 0.0% | 0.0% | 159 | +138 | 7.15% | Q4 2025 | Jan 30, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,083 | 109 | 0.0% | 0.0% | 160 | -40 | -1.88% | Q4 2025 | Feb 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,022 | 106 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 1,911 | 101 | 0.0% | 0.0% | 162 | -96 | -4.78% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 1,830 | 97 | 0.0% | 0.0% | 163 | +308 | 20.24% | Q4 2025 | Jan 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,591 | 83 | 0.0% | 0.0% | 164 | -4 | -0.25% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,395 | 73 | 0.0% | 0.0% | 165 | -281 | -16.77% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | Added to | 1,357 | 71 | 0.0% | 0.0% | 166 | +196 | 16.88% | Q4 2025 | Jan 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,163 | 61 | 0.0% | 0.0% | 167 | -14 | -1.19% | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 1,141 | 60 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Triumph Capital Management | History | New | 1,135 | 59 | 0.01% | — | 169 | +1,135 | New | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,124 | 59 | 0.0% | — | 170 | +1,124 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,043 | 55 | 0.01% | — | 171 | +1,043 | New | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 947 | 50 | 0.0% | 0.0% | 172 | +85 | 9.86% | Q4 2025 | Jan 28, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 900 | 47 | 0.03% | — | 174 | +900 | New | Q4 2025 | Feb 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 900 | 47 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 819 | 43 | 0.0% | 0.0% | 175 | +154 | 23.16% | Q4 2025 | Jan 20, 2026 |
| Blue Trust, Inc. | History | Reduced | 814 | 42 | 0.0% | 0.0% | 176 | -571 | -41.23% | Q4 2025 | Jan 16, 2026 |
| AlphaQuest LLC | History | Reduced | 767 | 40 | 0.0% | 0.04% | 177 | -9,035 | -92.18% | Q4 2025 | Feb 09, 2026 |
| Ankerstar Wealth, LLC | History | New | 705 | 37 | 0.04% | — | 178 | +705 | New | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 612 | 33 | 0.0% | 0.0% | 179 | +86 | 16.35% | Q4 2025 | Jan 21, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 555 | 29 | 0.01% | 0.0% | 180 | +523 | 1634.38% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 514 | 27 | 0.0% | 0.0% | 181 | +101 | 24.46% | Q4 2025 | Jan 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 457 | 24 | 0.0% | 0.0% | 182 | -241 | -34.53% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 466 | 24 | 0.0% | 0.0% | 184 | +200 | 75.19% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 460 | 24 | 0.0% | 0.0% | 183 | -30 | -6.12% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 450 | 23 | 0.0% | 0.0% | 185 | -1,428 | -76.04% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 345 | 18 | 0.0% | 0.0% | 186 | +108 | 45.57% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 329 | 17 | 0.0% | — | 187 | +329 | New | Q4 2025 | Feb 05, 2026 |
| Optiver Holding B.V. | History | New | 313 | 16 | 0.0% | — | 189 | +313 | New | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 310 | 16 | 0.0% | 0.0% | 188 | +154 | 98.72% | Q4 2025 | Feb 05, 2026 |
| Bogart Wealth, LLC | History | No change | 300 | 15 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | Reduced | 266 | 14 | 0.0% | 0.0% | 191 | -722 | -73.08% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 240 | 12 | 0.0% | 0.0% | 192 | +170 | 242.86% | Q4 2025 | Jan 27, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 203 | 11 | 0.0% | 0.0% | 193 | +169 | 497.06% | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 193 | 10 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| UMB Bank, n.a. | History | Added to | 162 | 8 | 0.0% | 0.0% | 195 | +46 | 39.66% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 138 | 7 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 126 | 6 | 0.0% | 0.0% | 197 | -39 | -23.64% | Q4 2025 | Feb 02, 2026 |
| ORG Partners LLC | History | No change | 130 | 6 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 108 | 5 | 0.0% | 0.0% | 201 | -148 | -57.81% | Q4 2025 | Feb 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 109 | 5 | 0.0% | — | 200 | +109 | New | Q4 2025 | Feb 11, 2026 |
| DV Trading LLC | History | New | 100 | 5 | 0.0% | — | 202 | +100 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 101 | 5 | 0.0% | 0.0% | 203 | +1 | 1.0% | Q4 2025 | Feb 06, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 100 | 5 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 94 | 4 | 0.0% | 0.0% | 204 | +14 | 17.5% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 82 | 4 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 75 | 3 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Dogwood Wealth Management LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 46 | 2 | 0.0% | — | 210 | +46 | New | Q4 2025 | Feb 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 40 | 2 | 0.0% | 0.0% | 209 | +7 | 21.21% | Q4 2025 | Jan 07, 2026 |
| GODSEY & GIBB, INC | History | No change | 42 | 2 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 21 | 1 | 0.0% | 0.0% | 213 | -96 | -82.05% | Q4 2025 | Mar 16, 2026 |
| Ares Financial Consulting, LLC | History | New | 22 | 1 | 0.0% | — | 217 | +22 | New | Q4 2025 | Jan 30, 2026 |
| Cornerstone Financial Management LLC | History | New | 20 | 1 | 0.0% | — | 218 | +20 | New | Q4 2025 | Feb 13, 2026 |
| Sankala Group LLC | History | New | 20 | 1 | 0.0% | — | 219 | +20 | New | Q4 2025 | Mar 02, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 21 | 1 | 0.0% | — | 212 | +15 | 250.0% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 16 | 1 | 0.0% | 0.0% | 215 | -13 | -44.83% | Q4 2025 | Feb 06, 2026 |
| Quarry LP | History | Reduced | 26 | 1 | 0.0% | 0.0% | 216 | -9 | -25.71% | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 20 | 1 | 0.0% | 0.0% | 211 | -5 | -20.0% | Q4 2025 | Feb 10, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 23 | 1 | 0.0% | 0.0% | 214 | -5 | -17.86% | Q4 2025 | Feb 09, 2026 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -90,509 | -100.0% | Q3 2025 | Oct 30, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -40,752 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -24,181 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -20,477 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,492 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -11,400 | -100.0% | Q3 2025 | Nov 12, 2025 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.02% | — | -7,510 | -100.0% | Q3 2025 | Nov 17, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -5,518 | -100.0% | Q3 2025 | Nov 07, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -5,185 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ballentine Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,633 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,550 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -4,353 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,066 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Patriot Financial Group Insurance Agency, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,700 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Maryland State Retirement & Pension System | History | Closed out | 0 | 0 | — | 0.0% | — | -3,601 | -100.0% | Q3 2025 | Oct 29, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 07, 2025 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Kilter Group LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 02, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bell Investment Advisors, Inc | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Private Wealth Management Group, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |