Vertex, Inc. - VERX
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 | 6,236,152 | 71,591 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 4,984,133 | 57,217 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 4,873,686 | 55,949 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 4,132,404 | 47,440 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 3,549,052 | 40,743 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,173,883 | 36,436 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tensile Capital Management LP | History | No change | 2,898,563 | 33,275 | 4.59% | 4.59% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,528,044 | 28,819 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,189,827 | 25,139 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 2,128,372 | 24,433 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | No change | 2,060,692 | 23,649 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,836,548 | 21,087 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA HOLDINGS INC | History | No change | 1,664,099 | 19,103 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Divisar Capital Management LLC | History | No change | 1,640,895 | 18,837 | 4.34% | 4.34% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 1,487,000 | 17,070 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,483,311 | 17,028 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 1,472,893 | 16,908 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Advisors, LLC | History | No change | 1,343,838 | 15,427 | 1.44% | 1.44% | 18 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORGES BANK | History | No change | 1,310,400 | 15,043 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 1,214,224 | 13,939 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | No change | 1,186,812 | 13,624 | 0.31% | 0.31% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 1,054,021 | 12,100 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freshford Capital Management, LLC | History | No change | 1,047,293 | 12,022 | 4.11% | 4.11% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 986,325 | 11,323 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 972,967 | 11,169 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | History | No change | 952,212 | 10,931 | 1.98% | 1.98% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 913,732 | 10,489 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAGNON SECURITIES LLC | History | No change | 761,026 | 8,736 | 1.68% | 1.68% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 726,444 | 8,339 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 707,511 | 8,122 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 707,349 | 8,120 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 656,758 | 7,539 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 651,095 | 7,474 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Hyperion Capital Advisors LP | History | No change | 630,000 | 7,232 | 3.26% | 3.26% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 568,797 | 6,529 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 547,975 | 6,290 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 547,382 | 6,283 | 0.27% | 0.27% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 540,855 | 6,209 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 532,115 | 6,108 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 524,732 | 6,023 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 434,848 | 4,992 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Voleon Capital Management LP | History | No change | 393,508 | 4,517 | 0.08% | 0.08% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN CAPITAL MANAGEMENT LLC | History | No change | 373,824 | 4,291 | 0.86% | 0.86% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gagnon Advisors, LLC | History | No change | 361,621 | 4,151 | 2.64% | 2.64% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ING GROEP NV | History | No change | 320,000 | 3,673 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pier Capital, LLC | History | No change | 316,071 | 3,628 | 0.48% | 0.48% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 305,506 | 3,507 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 303,502 | 3,484 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | No change | 300,000 | 3,441 | 0.47% | 0.47% | 49 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quantinno Capital Management LP | History | No change | 295,811 | 3,395 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 278,719 | 3,199 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 266,439 | 3,058 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Saba Capital Management, L.P. | History | No change | 263,474 | 3,024 | 0.08% | 0.08% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 262,982 | 3,019 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 260,369 | 2,988 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 252,542 | 2,899 | 0.11% | 0.11% | 56 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 224,387 | 2,575 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 223,834 | 2,569 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caption Management, LLC | History | No change | 191,159 | 2,194 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 189,413 | 2,182 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 190,027 | 2,181 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 189,443 | 2,174 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 187,881 | 2,156 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Banco Santander, S.A. | History | No change | 174,826 | 2,007 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Nuveen, LLC | History | No change | 161,804 | 1,857 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 153,840 | 1,766 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Trexquant Investment LP | History | No change | 151,968 | 1,744 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 149,317 | 1,714 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 148,300 | 1,702 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Whetstone Capital Advisors, LLC | History | No change | 136,118 | 1,562 | 0.41% | 0.41% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 133,962 | 1,537 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | No change | 127,927 | 1,468 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 115,583 | 1,326 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 115,082 | 1,321 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 111,009 | 1,270 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Palogic Value Management, L.P. | History | No change | 110,150 | 1,264 | 0.42% | 0.42% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 105,664 | 1,214 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 99,862 | 1,146 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | No change | 97,694 | 1,121 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lazard Freres Gestion S.A.S. | History | No change | 95,660 | 1,098 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Engineers Gate Manager LP | History | No change | 88,318 | 1,013 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 82,916 | 951 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Squarepoint Ops LLC | History | No change | 81,665 | 937 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 81,375 | 934 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 78,274 | 898 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 78,080 | 896 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 70,631 | 839 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 69,526 | 798 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 66,064 | 758 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Legal & General Group Plc | History | No change | 64,218 | 737 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 62,576 | 718 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 62,232 | 714 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 62,218 | 714 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sculptor Capital LP | History | No change | 59,200 | 679 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | No change | 54,328 | 623 | 0.24% | 0.24% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 51,716 | 593 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Counterpoint Mutual Funds LLC | History | No change | 48,583 | 557 | 0.06% | 0.06% | 97 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 48,203 | 553 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLSTATE CORP | History | No change | 47,636 | 546 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWINBEECH CAPITAL LP | History | No change | 46,150 | 529 | 0.1% | 0.1% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 42,200 | 484 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 42,120 | 483 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 41,235 | 473 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 40,800 | 468 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 39,700 | 455 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 39,275 | 450 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 39,270 | 450 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnetar Financial LLC | History | No change | 38,949 | 447 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 38,601 | 443 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 37,027 | 424 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 33,193 | 381 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 31,349 | 359 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Bank Pictet & Cie (Europe) AG | History | No change | 31,350 | 359 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DKRT Investments Corp. | History | No change | 30,000 | 344 | 0.08% | 0.08% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 29,947 | 343 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 29,470 | 338 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Handelsbanken Fonder AB | History | No change | 28,500 | 327 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 28,346 | 325 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Headlands Technologies LLC | History | No change | 27,575 | 316 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 26,902 | 308 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Chicago Capital, LLC | History | No change | 25,528 | 293 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aquatic Capital Management LLC | History | No change | 24,181 | 277 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 23,705 | 272 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 22,027 | 252 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STONERIDGE INVESTMENT PARTNERS LLC | History | No change | 18,947 | 245 | 0.16% | 0.16% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CenterBook Partners LP | History | No change | 21,118 | 242 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quadrature Capital Ltd | History | No change | 20,920 | 240 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 20,781 | 238 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Arizona State Retirement System | History | No change | 20,394 | 234 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 19,527 | 224 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 18,580 | 213 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 17,968 | 206 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Woodline Partners LP | History | No change | 17,666 | 202 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 17,560 | 201 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 17,229 | 197 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 16,785 | 192 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 16,705 | 191 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 16,578 | 190 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 15,725 | 180 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 15,700 | 180 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walleye Capital LLC | History | No change | 15,300 | 175 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 15,047 | 172 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 14,597 | 167 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXQ CAPITAL, LP | History | No change | 14,444 | 165 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 13,319 | 152 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pictet Asset Management Holding SA | History | No change | 12,994 | 149 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 11,970 | 137 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUMMITRY LLC | History | No change | 11,456 | 131 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 10,664 | 122 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Olympiad Research LP | History | No change | 10,693 | 122 | 0.25% | 0.25% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Savant Capital, LLC | History | No change | 10,520 | 120 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FEDERATED HERMES, INC. | History | No change | 10,218 | 117 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 10,039 | 115 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 10,000 | 114 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 7,311 | 84 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 7,135 | 81 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIXIS | History | No change | 7,000 | 80 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,609 | 75 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,386 | 73 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fairman Group, LLC | History | No change | 6,129 | 70 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| State of Wyoming | History | No change | 5,382 | 61 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PALLADIEM, LLC | History | No change | 4,370 | 50 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 4,004 | 47 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | No change | 3,198 | 36 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,579 | 29 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | No change | 2,264 | 29 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Versant Capital Management, Inc | History | Reduced | 2,233 | 26 | 0.0% | 0.01% | 168 | -6,371 | -74.05% | Q3 2026 | Oct 01, 2026 |
| Parallel Advisors, LLC | History | No change | 2,337 | 26 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,190 | 25 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2,048 | 23 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fulcrum Asset Management LLP | History | No change | 1,967 | 22 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Allworth Financial LP | History | No change | 1,548 | 17 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,521 | 17 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,406 | 16 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | No change | 1,305 | 14 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,100 | 12 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,046 | 12 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 977 | 11 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nykredit A/S | History | No change | 946 | 10 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Parkside Financial Bank & Trust | History | No change | 869 | 9 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| SIGNATUREFD, LLC | History | No change | 859 | 9 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 823 | 9 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 622 | 7 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 681 | 7 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 511 | 6 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | No change | 597 | 6 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | No change | 575 | 6 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 511 | 5 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 489 | 5 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 430 | 4 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 272 | 3 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | No change | 304 | 3 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 198 | 2 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sterling Capital Management LLC | History | No change | 256 | 2 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 201 | 2 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Optiver Holding B.V. | History | No change | 199 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 165 | 1 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bogart Wealth, LLC | History | No change | 170 | 1 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 156 | 1 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bare Financial Services, Inc | History | No change | 89 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Wealth Management Group, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Noble Wealth Management PBC | History | No change | 100 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Clearstead Advisors, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Marquette Asset Management, LLC | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Avion Wealth | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Key FInancial Inc | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CVA Family Office, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elequin Capital, LP | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Planning Group LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SBI Securities Co., Ltd. | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Blue Trust, Inc. | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Spire Wealth Management | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bell Investment Advisors, Inc | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Capital Management Investments LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LRI Investments, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Navigoe, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |