WHITE MOUNTAINS INSURANCE GROUP LTD - WTM
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 158,954 | 329,577 | 0.06% | 0.07% | 1 | +2,336 | 1.49% | Q2 2026 | Aug 11, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 119,141 | 247,025 | 0.16% | 0.21% | 2 | -5,574 | -4.47% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 117,871 | 244,392 | 0.0% | 0.0% | 3 | +4,543 | 4.01% | Q2 2026 | Aug 07, 2026 |
| River Road Asset Management, LLC | History | Reduced | 115,880 | 240,264 | 2.67% | 3.0% | 4 | -4,639 | -3.85% | Q2 2026 | Jul 17, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 111,969 | 232,155 | 0.01% | 0.01% | 5 | -3,584 | -3.1% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 107,479 | 222,845 | 0.0% | 0.01% | 6 | -1,678 | -1.54% | Q2 2026 | Aug 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 101,892 | 211,260 | 0.58% | 0.77% | 7 | -2,669 | -2.55% | Q2 2026 | Aug 12, 2026 |
| COOKE & BIELER LP | History | Reduced | 85,120 | 176,486 | 2.04% | 2.61% | 8 | -19,737 | -18.82% | Q2 2026 | Jul 29, 2026 |
| Wallace Capital Management Inc. | History | Added to | 80,067 | 166,009 | 18.2% | 19.88% | 9 | +1,272 | 1.61% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Reduced | 66,550 | 137,984 | 1.96% | 2.32% | 10 | -18,516 | -21.77% | Q2 2026 | Aug 13, 2026 |
| GENDELL JEFFREY L | History | Added to | 59,243 | 122,833 | 1.08% | 1.13% | 11 | +21,429 | 56.67% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | Reduced | 55,569 | 115,277 | 0.1% | 0.13% | 12 | -1,890 | -3.29% | Q2 2026 | Aug 04, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 54,025 | 112,075 | 0.64% | 0.77% | 13 | -3,106 | -5.44% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 50,257 | 104,202 | 0.0% | 0.0% | 14 | +1,099 | 2.24% | Q2 2026 | Aug 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 49,412 | 102,474 | 0.01% | 0.01% | 15 | +7,293 | 17.32% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Reduced | 46,866 | 97,175 | 0.01% | 0.01% | 16 | -12,429 | -20.96% | Q2 2026 | Aug 13, 2026 |
| REINHART PARTNERS, LLC. | History | Added to | 44,480 | 92,265 | 2.11% | 2.36% | 17 | +7,106 | 19.01% | Q2 2026 | Jul 08, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 34,237 | 70,987 | 0.05% | 0.06% | 18 | -7,276 | -17.53% | Q2 2026 | Aug 14, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 32,829 | 68,067 | 0.19% | 0.24% | 19 | -281 | -0.85% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 31,108 | 64,499 | 0.03% | 0.01% | 20 | +22,800 | 274.43% | Q2 2026 | Aug 12, 2026 |
| NORGES BANK | History | New | 27,956 | 57,963 | 0.01% | — | 21 | +27,956 | New | Q2 2026 | Aug 12, 2026 |
| Cannell & Spears LLC | History | Reduced | 27,577 | 57,177 | 1.02% | 1.21% | 22 | -450 | -1.61% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 25,028 | 51,892 | 0.0% | 0.0% | 23 | -3,330 | -11.74% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 23,505 | 48,735 | 0.01% | 0.01% | 24 | -736 | -3.04% | Q2 2026 | Aug 14, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 22,218 | 46,066 | 6.61% | 7.18% | 25 | +39 | 0.18% | Q2 2026 | Jul 16, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 18,116 | 37,392 | 0.06% | 0.07% | 26 | -496 | -2.66% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 17,940 | 37,196 | 0.09% | 0.06% | 27 | +8,893 | 98.3% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 17,722 | 36,745 | 0.06% | 0.06% | 28 | -122 | -0.68% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 17,226 | 35,716 | 0.0% | 0.0% | 29 | +3,418 | 24.75% | Q2 2026 | Aug 14, 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | History | Reduced | 17,104 | 35,463 | 1.85% | 2.04% | 30 | -1,760 | -9.33% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 16,198 | 33,584 | 0.0% | 0.0% | 31 | +5,757 | 55.14% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 15,319 | 31,762 | 0.01% | 0.01% | 32 | +133 | 0.88% | Q2 2026 | Aug 13, 2026 |
| Boussard & Gavaudan Investment Management LLP | History | No change | 13,975 | 30,968 | 2.92% | 2.92% | 33 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 14,833 | 30,754 | 0.01% | 0.02% | 34 | -9,118 | -38.07% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 14,571 | 30,211 | 0.0% | 0.0% | 35 | -924 | -5.96% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 14,532 | 30,130 | 0.01% | 0.01% | 36 | -352 | -2.36% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 13,838 | 28,691 | 0.01% | 0.01% | 37 | -1,725 | -11.08% | Q2 2026 | Aug 03, 2026 |
| Quantinno Capital Management LP | History | Added to | 12,624 | 26,174 | 0.03% | 0.04% | 38 | +2,840 | 29.03% | Q2 2026 | Aug 13, 2026 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | History | Reduced | 12,320 | 25,544 | 21.89% | 17.76% | 39 | -380 | -2.99% | Q2 2026 | Aug 13, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 12,206 | 25,307 | 0.29% | 0.31% | 40 | -906 | -6.91% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 12,151 | 25,193 | 0.0% | 0.0% | 41 | -3,632 | -23.01% | Q2 2026 | Aug 14, 2026 |
| BOUSSARD & GAVAUDAN GESTION SAS | History | New | 11,679 | 24,459 | 1.23% | — | 42 | +11,679 | New | Q2 2026 | Aug 19, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 10,684 | 22,152 | 0.01% | 0.02% | 43 | -461 | -4.14% | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 10,604 | 21,986 | 0.01% | 0.0% | 44 | +7,546 | 246.76% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 9,673 | 20,055 | 0.02% | 0.0% | 45 | +8,657 | 852.07% | Q2 2026 | Aug 14, 2026 |
| SPEECE THORSON CAPITAL GROUP INC | History | Reduced | 9,215 | 19,106 | 4.08% | 4.7% | 46 | -182 | -1.94% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 8,710 | 18,058 | 0.0% | 0.0% | 47 | -72 | -0.82% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 8,412 | 17,440 | 0.0% | 0.0% | 48 | -32 | -0.38% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 8,108 | 16,810 | 0.01% | 0.02% | 49 | -2,990 | -26.94% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 7,839 | 16,253 | 0.13% | 0.15% | 50 | -87 | -1.1% | Q2 2026 | Aug 12, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 7,656 | 15,874 | 0.28% | 0.28% | 51 | +447 | 6.2% | Q2 2026 | Aug 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 7,284 | 15,102 | 0.01% | 0.0% | 52 | +5,371 | 280.76% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 7,136 | 14,795 | 0.0% | 0.0% | 53 | +4,533 | 174.15% | Q2 2026 | Sep 02, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 6,788 | 14,074 | 0.04% | 0.04% | 54 | +740 | 12.24% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 6,781 | 14,059 | 0.11% | 0.14% | 55 | +321 | 4.97% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 6,760 | 14,016 | 0.03% | 0.01% | 56 | +4,385 | 184.63% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 6,618 | 13,721 | 0.01% | 0.01% | 57 | -2,292 | -25.72% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | Added to | 6,578 | 13,638 | 0.4% | 0.23% | 58 | +3,448 | 110.16% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,410 | 11,537 | 0.0% | 0.0% | 59 | +2,843 | 110.75% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 5,450 | 11,299 | 0.0% | 0.01% | 60 | -2,288 | -29.57% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 5,248 | 10,881 | 0.01% | 0.01% | 61 | -1,166 | -18.18% | Q2 2026 | Aug 14, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 5,193 | 10,767 | 0.12% | 0.14% | 62 | -1 | -0.02% | Q2 2026 | Aug 05, 2026 |
| Swiss National Bank | History | Reduced | 4,826 | 10,006 | 0.01% | 0.01% | 63 | -210 | -4.17% | Q2 2026 | Aug 11, 2026 |
| WINMILL & CO. INC | History | New | 4,800 | 9,952 | 2.2% | — | 64 | +4,800 | New | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 4,178 | 8,662 | 0.0% | 0.0% | 65 | -620 | -12.92% | Q2 2026 | Aug 13, 2026 |
| Phocas Financial Corp. | History | Reduced | 4,078 | 8,455 | 1.17% | 1.48% | 66 | -214 | -4.99% | Q2 2026 | Jul 30, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 3,898 | 8,082 | 0.01% | 0.01% | 67 | -234 | -5.66% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Reduced | 3,861 | 8,006 | 0.0% | 0.01% | 68 | -188 | -4.64% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Reduced | 3,679 | 7,628 | 0.0% | 0.0% | 69 | -630 | -14.62% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | Added to | 3,497 | 7,250 | 0.0% | 0.0% | 70 | +530 | 17.86% | Q2 2026 | Aug 14, 2026 |
| LEE DANNER & BASS INC | History | Added to | 3,253 | 6,744 | 0.39% | 0.44% | 71 | +50 | 1.56% | Q2 2026 | Jul 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,852 | 5,913 | 0.0% | 0.0% | 72 | -14 | -0.49% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,761 | 5,724 | 0.01% | 0.01% | 73 | -126 | -4.36% | Q2 2026 | Aug 24, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 2,532 | 5,249 | 0.01% | 0.01% | 74 | +19 | 0.76% | Q2 2026 | Jul 29, 2026 |
| Triad Investment Management | History | Reduced | 2,471 | 5,122 | 5.65% | 6.52% | 75 | -42 | -1.67% | Q2 2026 | Jul 21, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 2,392 | 4,959 | 0.0% | 0.0% | 76 | +67 | 2.88% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,369 | 4,913 | 0.0% | 0.0% | 77 | +1,227 | 107.44% | Q2 2026 | Aug 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 2,351 | 4,874 | 0.01% | 0.01% | 78 | +90 | 3.98% | Q2 2026 | Aug 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 2,335 | 4,842 | 0.0% | 0.0% | 79 | +124 | 5.61% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Reduced | 2,257 | 4,679 | 0.0% | 0.0% | 80 | -151 | -6.27% | Q2 2026 | Aug 14, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 2,184 | 4,528 | 0.01% | 0.01% | 81 | +5 | 0.23% | Q2 2026 | Jul 21, 2026 |
| Regency Capital Management Inc.\DE | History | Added to | 2,146 | 4,449 | 1.77% | 1.51% | 82 | +611 | 39.8% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | No change | 2,123 | 4,401 | 0.02% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 1,899 | 3,937 | 0.06% | 0.07% | 84 | -103 | -5.14% | Q2 2026 | Aug 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 1,887 | 3,912 | 0.18% | 0.19% | 85 | -1 | -0.05% | Q2 2026 | Jul 24, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 1,868 | 3,873 | 0.11% | — | 86 | +1,868 | New | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Reduced | 1,797 | 3,726 | 0.0% | 0.01% | 87 | -70 | -3.75% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,765 | 3,659 | 0.06% | 0.07% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,741 | 3,609 | 0.01% | 0.01% | 89 | -718 | -29.2% | Q2 2026 | Aug 07, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 1,696 | 3,516 | 0.01% | 0.02% | 90 | -7 | -0.41% | Q2 2026 | Aug 10, 2026 |
| XTX Topco Ltd | History | Added to | 1,644 | 3,408 | 0.04% | 0.01% | 91 | +1,394 | 557.6% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | Added to | 1,578 | 3,271 | 0.01% | 0.01% | 92 | +230 | 17.06% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Added to | 1,553 | 3,219 | 0.0% | 0.0% | 93 | +424 | 37.56% | Q2 2026 | Aug 12, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 1,443 | 2,991 | 0.02% | 0.01% | 94 | +832 | 136.17% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 1,356 | 2,811 | 0.03% | 0.04% | 95 | -124 | -8.38% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Reduced | 1,318 | 2,733 | 0.0% | 0.0% | 96 | -77 | -5.52% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,316 | 2,728 | 0.0% | 0.0% | 97 | -131 | -9.05% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,237 | 2,566 | 0.0% | 0.0% | 98 | +42 | 3.51% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,235 | 2,561 | 0.0% | 0.0% | 99 | -59 | -4.56% | Q2 2026 | Aug 12, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,197 | 2,502 | 0.0% | 0.03% | 100 | -4,798 | -80.03% | Q2 2026 | Aug 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 1,123 | 2,461 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 1,176 | 2,438 | 0.28% | 0.32% | 102 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,169 | 2,423 | 0.0% | 0.01% | 103 | -5,454 | -82.35% | Q2 2026 | Aug 13, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 1,164 | 2,413 | 0.47% | 0.2% | 104 | +769 | 194.68% | Q2 2026 | Aug 05, 2026 |
| PECAUT & CO. | History | Reduced | 1,142 | 2,367 | 0.72% | 0.84% | 105 | -30 | -2.56% | Q2 2026 | Aug 03, 2026 |
| Walleye Capital LLC | History | New | 1,130 | 2,342 | 0.01% | — | 106 | +1,130 | New | Q2 2026 | Aug 03, 2026 |
| Jupiter Topco LLC | History | New | 1,123 | 2,316 | 0.0% | — | 107 | +1,123 | New | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 1,112 | 2,305 | 0.02% | 0.02% | 108 | +30 | 2.77% | Q2 2026 | Jul 23, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 1,104 | 2,289 | 0.23% | 0.25% | 109 | +52 | 4.94% | Q2 2026 | Aug 04, 2026 |
| Autumn Glory Partners, LLC | History | No change | 1,080 | 2,239 | 0.63% | 0.87% | 110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 1,079 | 2,237 | 0.15% | 0.18% | 111 | +41 | 3.95% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,055 | 2,187 | 0.0% | 0.0% | 112 | +189 | 21.82% | Q2 2026 | Aug 19, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 1,026 | 2,127 | 0.01% | 0.01% | 113 | -30 | -2.84% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 944 | 2,073 | 0.0% | 0.0% | 114 | -9 | -0.94% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 940 | 1,948 | 0.0% | 0.0% | 115 | -62 | -6.19% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 927 | 1,922 | 0.0% | 0.0% | 116 | -308 | -24.94% | Q2 2026 | Aug 13, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 924 | 1,915 | 0.41% | 0.48% | 117 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 914 | 1,895 | 0.01% | 0.01% | 118 | -221 | -19.47% | Q2 2026 | Aug 04, 2026 |
| Squarepoint Ops LLC | History | New | 905 | 1,876 | 0.0% | — | 119 | +905 | New | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 880 | 1,825 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ethic Inc. | History | Added to | 860 | 1,783 | 0.02% | 0.03% | 121 | +60 | 7.5% | Q2 2026 | Jul 29, 2026 |
| Quadrature Capital Ltd | History | Reduced | 859 | 1,781 | 0.02% | 0.03% | 122 | -354 | -29.18% | Q2 2026 | Aug 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 851 | 1,764 | 0.0% | 0.0% | 123 | -62 | -6.79% | Q2 2026 | Aug 11, 2026 |
| Allianz Asset Management GmbH | History | New | 844 | 1,749 | 0.0% | — | 124 | +844 | New | Q2 2026 | Sep 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 841 | 1,743 | 0.01% | 0.01% | 125 | -169 | -16.73% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 817 | 1,693 | 0.02% | 0.02% | 126 | +57 | 7.5% | Q2 2026 | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 810 | 1,678 | 0.01% | 0.01% | 127 | -14 | -1.7% | Q2 2026 | Jul 17, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 806 | 1,671 | 0.04% | 0.05% | 128 | -17 | -2.07% | Q2 2026 | Jul 31, 2026 |
| FMR LLC | History | Reduced | 786 | 1,628 | 0.0% | 0.0% | 129 | -119 | -13.15% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 767 | 1,590 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 754 | 1,563 | 0.0% | 0.01% | 131 | +16 | 2.17% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 723 | 1,499 | 0.01% | 0.01% | 132 | +67 | 10.21% | Q2 2026 | Jul 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 721 | 1,494 | 0.0% | 0.01% | 133 | -30 | -3.99% | Q2 2026 | Aug 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 716 | 1,484 | 0.0% | 0.0% | 134 | +32 | 4.68% | Q2 2026 | Jul 28, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 701 | 1,453 | 0.01% | 0.01% | 135 | +3 | 0.43% | Q2 2026 | Aug 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 687 | 1,424 | 0.03% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 674 | 1,397 | 0.01% | 0.01% | 137 | -29 | -4.13% | Q2 2026 | Jul 20, 2026 |
| Arizona State Retirement System | History | Reduced | 664 | 1,376 | 0.01% | 0.01% | 138 | -35 | -5.01% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 652 | 1,351 | 0.0% | 0.0% | 139 | +2 | 0.31% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 645 | 1,337 | 0.0% | 0.0% | 140 | +408 | 172.15% | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, LLC | History | New | 635 | 1,316 | 0.01% | — | 141 | +635 | New | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | Reduced | 622 | 1,289 | 0.0% | 0.0% | 142 | -1 | -0.16% | Q2 2026 | Aug 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 619 | 1,283 | 0.03% | 0.04% | 143 | +2 | 0.32% | Q2 2026 | Jul 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 617 | 1,279 | 0.0% | 0.0% | 144 | +3 | 0.49% | Q2 2026 | Sep 09, 2026 |
| Corient Private Wealth LP | History | Reduced | 611 | 1,267 | 0.0% | 0.0% | 145 | -787 | -56.29% | Q2 2026 | Aug 27, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | New | 591 | 1,225 | 0.0% | — | 146 | +591 | New | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 583 | 1,208 | 0.0% | 0.0% | 147 | +48 | 8.97% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 565 | 1,171 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Reduced | 551 | 1,142 | 0.0% | 0.01% | 149 | -47 | -7.86% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 523 | 1,138 | 0.02% | 0.02% | 150 | +56 | 11.99% | Q2 2026 | Jul 29, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 533 | 1,105 | 0.3% | 0.36% | 151 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lexington Hill Partners, LLC | History | No change | 520 | 1,078 | 0.52% | 0.65% | 152 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 517 | 1,071 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 512 | 1,061 | 0.0% | 0.0% | 154 | -420 | -45.06% | Q2 2026 | Aug 04, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 495 | 1,026 | 0.1% | — | 155 | +495 | New | Q2 2026 | Jul 31, 2026 |
| CITIGROUP INC | History | Reduced | 483 | 1,001 | 0.0% | 0.0% | 156 | -917 | -65.5% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 482 | 999 | 0.0% | 0.0% | 157 | -64 | -11.72% | Q2 2026 | Aug 07, 2026 |
| Sendero Wealth Management, LLC | History | Reduced | 481 | 997 | 0.1% | 0.14% | 159 | -81 | -14.41% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 481 | 997 | 0.0% | 0.0% | 158 | +48 | 11.09% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 476 | 987 | 0.0% | 0.0% | 160 | -34 | -6.67% | Q2 2026 | Aug 05, 2026 |
| Parker Investment Management, LLC | History | No change | 475 | 984 | 0.08% | 0.16% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | Added to | 467 | 968 | 0.0% | 0.0% | 162 | +71 | 17.93% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 458 | 949 | 0.0% | 0.0% | 163 | -2 | -0.43% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 447 | 928 | 0.01% | 0.02% | 164 | +172 | 62.55% | Q2 2026 | Aug 10, 2026 |
| Legacy Advisors, LLC | History | Reduced | 448 | 928 | 0.09% | 0.12% | 165 | -2 | -0.44% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 433 | 897 | 0.0% | 0.0% | 167 | +173 | 66.54% | Q2 2026 | Aug 13, 2026 |
| ALLSTATE CORP | History | Reduced | 433 | 897 | 0.01% | 0.01% | 166 | -148 | -25.47% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 427 | 885 | 0.0% | 0.0% | 168 | +172 | 67.45% | Q2 2026 | Aug 07, 2026 |
| Amundi | History | Reduced | 425 | 881 | 0.0% | 0.0% | 169 | -190 | -30.89% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | Added to | 387 | 826 | 0.0% | 0.0% | 170 | +188 | 94.47% | Q2 2026 | Aug 10, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 394 | 816 | 0.0% | 0.0% | 171 | -49 | -11.06% | Q2 2026 | Jul 29, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 389 | 806 | 0.0% | 0.0% | 172 | +220 | 130.18% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 387 | 802 | 0.0% | 0.0% | 173 | -31 | -7.42% | Q2 2026 | Aug 13, 2026 |
| MPS Loria Financial Planners, LLC | History | New | 383 | 794 | 0.18% | — | 174 | +383 | New | Q2 2026 | Jul 30, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 380 | 787 | 0.0% | 0.0% | 176 | -50 | -11.63% | Q2 2026 | Jul 30, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 380 | 787 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Storgate, LLC | History | Added to | 370 | 767 | 0.16% | 0.21% | 177 | +246 | 198.39% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 363 | 752 | 0.0% | 0.0% | 178 | +17 | 4.91% | Q2 2026 | Aug 12, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 361 | 748 | 0.03% | 0.06% | 179 | -551 | -60.42% | Q2 2026 | Aug 14, 2026 |
| Roundview Capital LLC | History | No change | 358 | 742 | 0.04% | 0.05% | 180 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| US BANCORP \DE\ | History | Added to | 354 | 733 | 0.0% | 0.0% | 181 | +217 | 158.39% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Added to | 349 | 723 | 0.01% | 0.01% | 182 | +123 | 54.42% | Q2 2026 | Jul 28, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 340 | 704 | 0.0% | 0.0% | 183 | -14 | -3.95% | Q2 2026 | Aug 10, 2026 |
| Bryant Woods Investment Advisors, LLC | History | No change | 340 | 704 | 0.2% | 0.27% | 184 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| American Capital Advisory, LLC | History | Reduced | 338 | 700 | 0.25% | 0.3% | 185 | -4 | -1.17% | Q2 2026 | Jul 28, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 332 | 688 | 0.0% | 0.0% | 187 | -73 | -18.02% | Q2 2026 | Aug 06, 2026 |
| Lummis Asset Management, LP | History | No change | 325 | 688 | 0.41% | 0.43% | 186 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 329 | 682 | 0.15% | 0.17% | 188 | +8 | 2.49% | Q2 2026 | Jul 09, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 323 | 669 | 0.0% | 0.0% | 189 | +77 | 31.3% | Q2 2026 | Aug 14, 2026 |
| Brooklyn Investment Group | History | No change | 295 | 645 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 289 | 630 | 0.0% | 0.0% | 191 | +113 | 64.2% | Q2 2026 | Jul 15, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 298 | 618 | 0.16% | 0.19% | 192 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CHOREO, LLC | History | Reduced | 294 | 609 | 0.01% | 0.01% | 193 | -52 | -15.03% | Q2 2026 | Aug 04, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 294 | 609 | 0.01% | 0.02% | 194 | -3 | -1.01% | Q2 2026 | Aug 12, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 289 | 599 | 0.04% | — | 195 | +289 | New | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 281 | 582 | 0.0% | 0.0% | 196 | +7 | 2.55% | Q2 2026 | Jul 29, 2026 |
| Essex Bank | History | No change | 275 | 570 | 0.12% | 0.13% | 197 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SG Americas Securities, LLC | History | Added to | 266 | 552 | 0.0% | 0.0% | 198 | +65 | 32.34% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Reduced | 263 | 545 | 0.0% | 0.0% | 199 | -90 | -25.5% | Q2 2026 | Aug 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 257 | 532 | 0.0% | 0.01% | 200 | -57 | -18.15% | Q2 2026 | Aug 11, 2026 |
| Vestcor Inc | History | No change | 255 | 529 | 0.01% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneAscent Financial Services LLC | History | Added to | 253 | 524 | 0.03% | 0.03% | 202 | +25 | 10.96% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 249 | 516 | 0.02% | 0.02% | 203 | +47 | 23.27% | Q2 2026 | Jul 07, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 242 | 501 | 0.02% | 0.08% | 204 | -588 | -70.84% | Q2 2026 | Jul 23, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 241 | 499 | 0.0% | 0.0% | 205 | -58 | -19.4% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | New | 240 | 497 | 0.0% | — | 206 | +240 | New | Q2 2026 | Aug 14, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 231 | 478 | 0.26% | 0.31% | 207 | -11 | -4.55% | Q2 2026 | Jul 21, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 228 | 472 | 0.07% | — | 208 | +228 | New | Q2 2026 | Aug 10, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 226 | 469 | 0.01% | 0.01% | 209 | -2 | -0.88% | Q2 2026 | Jul 28, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 217 | 449 | 0.02% | — | 211 | +217 | New | Q2 2026 | Aug 07, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 217 | 449 | 0.0% | 0.0% | 210 | +123 | 130.85% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 215 | 445 | 0.0% | 0.01% | 212 | -8 | -3.59% | Q2 2026 | Aug 14, 2026 |
| INCEPTIONR LLC | History | New | 213 | 441 | 0.11% | — | 214 | +213 | New | Q2 2026 | Aug 10, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 213 | 441 | 0.02% | 0.02% | 213 | -30 | -12.35% | Q2 2026 | Jul 20, 2026 |
| Hudson Value Partners, LLC | History | No change | 206 | 427 | 0.11% | 0.13% | 215 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 200 | 414 | 0.0% | 0.01% | 216 | -15 | -6.98% | Q2 2026 | Aug 04, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 200 | 414 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Investment Counsel LLC | History | No change | 200 | 414 | 0.41% | 0.49% | 218 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| M&T BANK CORP | History | Added to | 199 | 412 | 0.0% | 0.0% | 219 | +29 | 17.06% | Q2 2026 | Aug 04, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | No change | 199 | 412 | 0.03% | 0.04% | 220 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 193 | 400 | 0.01% | 0.01% | 221 | -15 | -7.21% | Q2 2026 | Jul 31, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 187 | 387 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Virtu Financial LLC | History | New | 182 | 376 | 0.01% | — | 223 | +182 | New | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 178 | 369 | 0.0% | — | 224 | +178 | New | Q2 2026 | Aug 18, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 177 | 366 | 0.02% | 0.03% | 225 | -1 | -0.56% | Q2 2026 | Jul 27, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 167 | 361 | 0.01% | 0.02% | 226 | -56 | -25.11% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 174 | 360 | 0.0% | 0.0% | 227 | -17 | -8.9% | Q2 2026 | Aug 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 172 | 356 | 0.0% | — | 229 | +172 | New | Q2 2026 | Jul 29, 2026 |
| XPONANCE LLC | History | Reduced | 172 | 356 | 0.0% | 0.0% | 228 | -10 | -5.49% | Q2 2026 | Aug 10, 2026 |
| HUB Investment Partners, LLC | History | Added to | 170 | 352 | 0.01% | 0.01% | 230 | +20 | 13.33% | Q2 2026 | Jul 31, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 154 | 338 | 0.08% | 0.08% | 231 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 160 | 331 | 0.0% | — | 232 | +160 | New | Q2 2026 | Aug 25, 2026 |
| Riverwater Partners LLC | History | Reduced | 158 | 327 | 0.1% | 0.13% | 234 | -26 | -14.13% | Q2 2026 | Aug 14, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 158 | 327 | 0.0% | 0.0% | 233 | -20 | -11.24% | Q2 2026 | Aug 12, 2026 |
| Evelyn Partners Group Ltd | History | New | 154 | 319 | 0.0% | — | 235 | +154 | New | Q2 2026 | Aug 07, 2026 |
| SYON CAPITAL LLC | History | Reduced | 153 | 317 | 0.01% | 0.02% | 236 | -11 | -6.71% | Q2 2026 | Aug 14, 2026 |
| CONNABLE OFFICE INC | History | No change | 152 | 315 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 150 | 311 | 0.01% | 0.01% | 239 | -52 | -25.74% | Q2 2026 | Jul 23, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 150 | 311 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 150 | 311 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 149 | 308 | 0.0% | 0.0% | 241 | -2 | -1.32% | Q2 2026 | Jul 29, 2026 |
| AMALGAMATED BANK | History | Added to | 144 | 299 | 0.0% | 0.0% | 242 | +12 | 9.09% | Q2 2026 | Jul 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 143 | 296 | 0.0% | 0.0% | 243 | -244 | -63.05% | Q2 2026 | Aug 14, 2026 |
| Chapman Investment Management, LLC | History | No change | 143 | 296 | 0.24% | 0.26% | 244 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sagewood Asset Management LP | History | Reduced | 142 | 294 | 0.07% | 0.14% | 245 | -62 | -30.39% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 142 | 294 | 0.0% | 0.0% | 246 | +20 | 16.39% | Q2 2026 | Jul 28, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 129 | 267 | 0.0% | 0.0% | 247 | +1 | 0.78% | Q2 2026 | Aug 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 129 | 267 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 126 | 261 | 0.0% | 0.01% | 250 | -70 | -35.71% | Q2 2026 | Aug 11, 2026 |
| Utah Retirement Systems | History | Reduced | 126 | 261 | 0.0% | 0.0% | 249 | -8 | -5.97% | Q2 2026 | Aug 14, 2026 |
| Columbia Asset Management | History | No change | 125 | 259 | 0.05% | 0.05% | 251 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kera Capital Partners, Inc. | History | No change | 125 | 259 | 0.02% | 0.03% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | New | 123 | 255 | 0.02% | — | 254 | +123 | New | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 123 | 255 | 0.0% | 0.0% | 253 | -2 | -1.6% | Q2 2026 | Jul 20, 2026 |
| State of Alaska, Department of Revenue | History | No change | 119 | 246 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 116 | 240 | 0.01% | — | 256 | +116 | New | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 114 | 236 | 0.0% | — | 258 | +114 | New | Q2 2026 | Aug 11, 2026 |
| Athena Investment Management | History | Reduced | 114 | 236 | 0.14% | 0.26% | 257 | -110 | -49.11% | Q2 2026 | Aug 06, 2026 |
| Quantbot Technologies LP | History | Added to | 112 | 232 | 0.01% | 0.0% | 259 | +99 | 761.54% | Q2 2026 | Aug 12, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 111 | 230 | 0.02% | 0.02% | 260 | -13 | -10.48% | Q2 2026 | Jul 16, 2026 |
| One Wealth Advisors, LLC | History | No change | 111 | 230 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mission Creek Capital Partners, Inc. | History | New | 110 | 228 | 0.04% | — | 264 | +110 | New | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 110 | 228 | 0.0% | 0.0% | 263 | +8 | 7.84% | Q2 2026 | Aug 07, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 110 | 228 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 109 | 226 | 0.17% | 0.2% | 265 | +5 | 4.81% | Q2 2026 | Aug 03, 2026 |
| DnB Asset Management AS | History | No change | 105 | 217 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 104 | 215 | 0.0% | 0.0% | 267 | -1 | -0.95% | Q2 2026 | Aug 10, 2026 |
| Empowered Funds, LLC | History | Reduced | 103 | 213 | 0.0% | 0.02% | 268 | -1,181 | -91.98% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 101 | 209 | 0.0% | 0.0% | 269 | +1 | 1.0% | Q2 2026 | Aug 10, 2026 |
| NovaPoint Capital, LLC | History | New | 100 | 207 | 0.04% | — | 279 | +100 | New | Q2 2026 | Aug 06, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 100 | 207 | 0.0% | 0.0% | 270 | -15 | -13.04% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | Reduced | 100 | 207 | 0.0% | 0.0% | 274 | -1 | -0.99% | Q2 2026 | Jul 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 100 | 207 | 0.01% | 0.01% | 276 | -1 | -0.99% | Q2 2026 | Jul 27, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 100 | 207 | 0.01% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EASTERN BANK | History | No change | 100 | 207 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Clearbridge Investments, LLC | History | No change | 100 | 207 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHICAGO TRUST Co NA | History | No change | 100 | 207 | 0.03% | 0.04% | 275 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Citadel Investment Advisory, Inc. | History | No change | 100 | 207 | 0.09% | 0.11% | 277 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ackerman Asset Management, LLC | History | No change | 100 | 207 | 0.12% | 0.15% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EQUITY INVESTMENT CORP | History | No change | 99 | 205 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 92 | 202 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | New | 85 | 176 | 0.0% | — | 282 | +85 | New | Q2 2026 | Aug 06, 2026 |
| STRS OHIO | History | Added to | 80 | 165 | 0.0% | 0.0% | 283 | +21 | 35.59% | Q2 2026 | Jul 30, 2026 |
| Sterling Capital Management LLC | History | Reduced | 72 | 149 | 0.0% | 0.0% | 284 | -11 | -13.25% | Q2 2026 | Jul 28, 2026 |
| KBC Group NV | History | No change | 72 | 149 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 67 | 138 | 0.0% | 0.0% | 286 | -8 | -10.67% | Q2 2026 | Jul 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 65 | 134 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smithfield Trust Co | History | No change | 64 | 132 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | Reduced | 62 | 128 | 0.0% | 0.0% | 289 | -15 | -19.48% | Q2 2026 | Jul 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 61 | 126 | 0.0% | 0.0% | 290 | -7,765 | -99.22% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 60 | 125 | 0.0% | 0.0% | 291 | +44 | 275.0% | Q2 2026 | Aug 14, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 60 | 124 | 0.04% | 0.09% | 292 | -36 | -37.5% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Added to | 58 | 121 | 0.07% | 0.01% | 293 | +54 | 1350.0% | Q2 2026 | Aug 07, 2026 |
| STEPH & CO | History | Added to | 58 | 120 | 0.03% | 0.03% | 294 | +9 | 18.37% | Q2 2026 | Jul 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 54 | 111 | 0.0% | 0.0% | 295 | +29 | 116.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 54 | 111 | 0.0% | 0.0% | 296 | +1 | 1.89% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | Reduced | 45 | 93 | 0.0% | 0.0% | 297 | -8 | -15.09% | Q2 2026 | Aug 11, 2026 |
| Quent Capital, LLC | History | Reduced | 41 | 85 | 0.01% | 0.01% | 298 | -1 | -2.38% | Q2 2026 | Aug 07, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 40 | 82 | 0.0% | 0.0% | 301 | -1 | -2.44% | Q2 2026 | Aug 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 40 | 82 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |