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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 235,698 | 489,787 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 156,618 | 344,084 | 0.07% | 0.07% | 2 | +14 | 0.01% | Q1 2026 | May 07, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 124,715 | 273,993 | 0.21% | 0.2% | 3 | -4,939 | -3.81% | Q1 2026 | May 14, 2026 |
| River Road Asset Management, LLC | History | Reduced | 120,519 | 264,775 | 3.0% | 2.76% | 4 | -361 | -0.3% | Q1 2026 | Apr 30, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 115,553 | 253,865 | 0.01% | — | 5 | +115,553 | New | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Added to | 113,328 | 248,976 | 0.0% | 0.0% | 6 | +1,039 | 0.93% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 109,157 | 239,813 | 0.01% | — | 7 | +109,157 | New | Q1 2026 | May 15, 2026 |
| COOKE & BIELER LP | History | Reduced | 104,857 | 230,366 | 2.61% | 2.31% | 8 | -1,722 | -1.62% | Q1 2026 | May 04, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 104,561 | 229,715 | 0.77% | 0.77% | 9 | -3,611 | -3.34% | Q1 2026 | May 14, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Reduced | 85,066 | 186,886 | 2.32% | 2.06% | 10 | -5,267 | -5.83% | Q1 2026 | May 14, 2026 |
| Wallace Capital Management Inc. | History | Reduced | 78,795 | 173,109 | 19.88% | 20.1% | 11 | -1,552 | -1.93% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 59,295 | 130,273 | 0.01% | 0.01% | 12 | -22,856 | -27.82% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Reduced | 57,459 | 126,222 | 0.13% | 0.17% | 13 | -19,452 | -25.29% | Q1 2026 | May 11, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 57,131 | 125,537 | 0.77% | 0.7% | 14 | -1,566 | -2.67% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 49,158 | 107,998 | 0.0% | 0.0% | 15 | -1,505 | -2.97% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 42,119 | 92,559 | 0.01% | 0.01% | 16 | +601 | 1.45% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 41,513 | 91,203 | 0.06% | 0.01% | 17 | +34,851 | 523.13% | Q1 2026 | May 15, 2026 |
| GENDELL JEFFREY L | History | Added to | 37,814 | 83,075 | 1.13% | 1.17% | 18 | +5,294 | 16.28% | Q1 2026 | May 15, 2026 |
| REINHART PARTNERS, LLC. | History | Reduced | 37,374 | 82,148 | 2.36% | 2.74% | 19 | -6,599 | -15.01% | Q1 2026 | Apr 13, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 33,110 | 72,741 | 0.24% | 0.22% | 20 | -686 | -2.03% | Q1 2026 | May 14, 2026 |
| NORGES BANK | History | No change | 32,184 | 66,879 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 28,358 | 62,301 | 0.0% | 0.0% | 22 | -451 | -1.57% | Q1 2026 | May 15, 2026 |
| Cannell & Spears LLC | History | Reduced | 28,027 | 61,573 | 1.21% | 1.09% | 23 | -88 | -0.31% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 24,241 | 53,256 | 0.01% | 0.01% | 24 | +1,003 | 4.32% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 23,951 | 52,619 | 0.02% | 0.02% | 25 | -18 | -0.08% | Q1 2026 | May 14, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 22,179 | 48,726 | 7.18% | 6.99% | 26 | -450 | -1.99% | Q1 2026 | May 05, 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | History | Reduced | 18,864 | 41,443 | 2.04% | 2.93% | 27 | -12,788 | -40.4% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 18,612 | 40,545 | 0.07% | 0.07% | 28 | -1,581 | -7.83% | Q1 2026 | May 05, 2026 |
| BROWN ADVISORY INC | History | Reduced | 17,844 | 39,204 | 0.06% | 0.05% | 29 | -1,112 | -5.87% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 15,783 | 34,674 | 0.0% | 0.0% | 30 | +10,523 | 200.06% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 15,563 | 34,191 | 0.01% | 0.01% | 31 | -235 | -1.49% | Q1 2026 | May 04, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 15,495 | 34,041 | 0.0% | 0.0% | 32 | -1,172 | -7.03% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 15,186 | 33,363 | 0.01% | — | 33 | +15,186 | New | Q1 2026 | May 08, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 14,884 | 32,699 | 0.01% | 0.01% | 34 | -1,044 | -6.55% | Q1 2026 | May 15, 2026 |
| Boussard & Gavaudan Investment Management LLP | History | New | 13,975 | 30,968 | 2.92% | — | 35 | +13,975 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 13,808 | 30,335 | 0.0% | 0.0% | 36 | +12,101 | 708.9% | Q1 2026 | May 12, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 13,112 | 28,806 | 0.31% | 0.37% | 37 | -9 | -0.07% | Q1 2026 | May 15, 2026 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | History | Reduced | 12,700 | 27,901 | 17.76% | 17.85% | 38 | -898 | -6.6% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 11,145 | 24,485 | 0.02% | 0.01% | 39 | +4,849 | 77.02% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 11,098 | 24,381 | 0.02% | 0.02% | 40 | +3,182 | 40.2% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 10,965 | 24,089 | 0.0% | 0.0% | 41 | +10,833 | 8206.82% | Q1 2026 | May 15, 2026 |
| Select Equity Group, L.P. | History | Reduced | 10,560 | 23,199 | 0.12% | 0.18% | 42 | -9,153 | -46.43% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 10,441 | 22,938 | 0.0% | 0.0% | 43 | +4,440 | 73.99% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,784 | 21,495 | 0.04% | 0.03% | 44 | +2,513 | 34.56% | Q1 2026 | May 15, 2026 |
| SPEECE THORSON CAPITAL GROUP INC | History | Reduced | 9,397 | 20,645 | 4.7% | 4.8% | 45 | -1,275 | -11.95% | Q1 2026 | Apr 29, 2026 |
| Gotham Asset Management, LLC | History | Added to | 9,047 | 19,875 | 0.06% | 0.05% | 46 | +2,331 | 34.71% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 8,910 | 19,574 | 0.01% | 0.01% | 47 | +317 | 3.69% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 8,782 | 19,292 | 0.0% | 0.0% | 48 | -359 | -3.93% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 8,444 | 18,550 | 0.0% | 0.0% | 49 | -387 | -4.38% | Q1 2026 | May 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 8,308 | 18,252 | 0.01% | 0.0% | 50 | +7,413 | 828.27% | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 7,926 | 17,413 | 0.15% | 0.15% | 51 | -695 | -8.06% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 7,826 | 17,193 | 0.0% | 0.0% | 52 | +171 | 2.23% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 7,738 | 17,000 | 0.01% | 0.0% | 53 | +3,262 | 72.88% | Q1 2026 | May 15, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 7,209 | 15,838 | 0.28% | 0.31% | 54 | -1,718 | -19.24% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 6,623 | 14,550 | 0.01% | 0.0% | 55 | +3,283 | 98.29% | Q1 2026 | May 12, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 6,460 | 14,192 | 0.14% | 0.13% | 56 | +513 | 8.63% | Q1 2026 | May 12, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 6,414 | 14,091 | 0.01% | 0.01% | 57 | -302 | -4.5% | Q1 2026 | May 06, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 6,048 | 13,287 | 0.04% | 0.04% | 58 | -704 | -10.43% | Q1 2026 | May 15, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 5,995 | 13,152 | 0.03% | 0.05% | 59 | -4,687 | -43.88% | Q1 2026 | May 07, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 5,194 | 11,411 | 0.14% | 0.12% | 60 | +1 | 0.02% | Q1 2026 | May 05, 2026 |
| Swiss National Bank | History | Reduced | 5,036 | 11,063 | 0.01% | 0.01% | 61 | -50 | -0.98% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 4,798 | 10,541 | 0.0% | 0.0% | 62 | +4,398 | 1099.5% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 4,309 | 9,466 | 0.0% | 0.0% | 63 | +834 | 24.0% | Q1 2026 | Apr 30, 2026 |
| Phocas Financial Corp. | History | Reduced | 4,292 | 9,429 | 1.48% | 1.48% | 64 | -1,199 | -21.84% | Q1 2026 | Apr 30, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 4,132 | 9,077 | 0.01% | 0.01% | 65 | -33 | -0.79% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 4,049 | 8,896 | 0.01% | 0.01% | 66 | +634 | 18.57% | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 3,878 | 8,519 | 0.01% | 0.0% | 67 | +2,780 | 253.19% | Q1 2026 | May 14, 2026 |
| LEE DANNER & BASS INC | History | Added to | 3,203 | 7,036 | 0.44% | 0.46% | 68 | +100 | 3.22% | Q1 2026 | Apr 28, 2026 |
| Edgestream Partners, L.P. | History | Added to | 3,130 | 6,876 | 0.23% | 0.03% | 69 | +2,601 | 491.68% | Q1 2026 | May 18, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 3,058 | 6,718 | 0.0% | 0.01% | 70 | -1,497 | -32.86% | Q1 2026 | May 13, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 3,226 | 6,703 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Reduced | 2,967 | 6,518 | 0.0% | 0.0% | 72 | -28 | -0.93% | Q1 2026 | May 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 2,887 | 6,342 | 0.01% | 0.01% | 73 | +430 | 17.5% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,866 | 6,296 | 0.0% | 0.0% | 74 | -187 | -6.13% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 2,611 | 5,736 | 0.01% | 0.0% | 75 | +1,110 | 73.95% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,603 | 5,718 | 0.0% | 0.0% | 76 | +1,410 | 118.19% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,567 | 5,631 | 0.0% | 0.0% | 77 | +761 | 42.14% | Q1 2026 | May 13, 2026 |
| Triad Investment Management | History | Reduced | 2,513 | 5,520 | 6.52% | 5.36% | 79 | -35 | -1.37% | Q1 2026 | May 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,513 | 5,520 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,459 | 5,402 | 0.01% | 0.01% | 80 | -476 | -16.22% | Q1 2026 | May 04, 2026 |
| Legal & General Group Plc | History | Reduced | 2,408 | 5,290 | 0.0% | 0.0% | 81 | -629 | -20.71% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | Added to | 2,375 | 5,217 | 0.01% | 0.0% | 82 | +2,242 | 1685.71% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 2,325 | 5,107 | 0.0% | — | 83 | +2,325 | New | Q1 2026 | May 08, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 2,261 | 4,967 | 0.01% | 0.01% | 84 | -531 | -19.02% | Q1 2026 | May 08, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 2,255 | 4,954 | 0.44% | 0.34% | 85 | -1,360 | -37.62% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 2,211 | 4,858 | 0.0% | 0.0% | 86 | +221 | 11.11% | Q1 2026 | May 15, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 2,179 | 4,787 | 0.01% | 0.0% | 87 | +1,556 | 249.76% | Q1 2026 | Apr 21, 2026 |
| DAVENPORT & Co LLC | History | No change | 2,123 | 4,664 | 0.03% | 0.02% | 88 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 2,002 | 4,398 | 0.07% | 0.17% | 89 | -3,454 | -63.31% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,913 | 4,202 | 0.0% | 0.0% | 90 | +1,102 | 135.88% | Q1 2026 | May 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 1,888 | 4,147 | 0.19% | 0.21% | 91 | +16 | 0.85% | Q1 2026 | Apr 15, 2026 |
| Cerity Partners LLC | History | Reduced | 1,867 | 4,101 | 0.01% | 0.01% | 92 | -1,676 | -47.3% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,765 | 3,877 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Reduced | 1,129 | 3,816 | 0.0% | 0.0% | 94 | -481 | -29.88% | Q1 2026 | May 14, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 1,703 | 3,741 | 0.02% | 0.01% | 95 | +295 | 20.95% | Q1 2026 | May 07, 2026 |
| Regency Capital Management Inc.\DE | History | Reduced | 1,535 | 3,372 | 1.51% | 1.41% | 96 | -100 | -6.12% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 1,480 | 3,251 | 0.04% | 0.04% | 97 | -22 | -1.46% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | No change | 1,447 | 3,179 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Reduced | 1,400 | 3,075 | 0.0% | 0.0% | 99 | -449 | -24.28% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 1,395 | 3,065 | 0.0% | 0.0% | 100 | -570 | -29.01% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,398 | 3,022 | 0.0% | 0.0% | 101 | +492 | 54.3% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 1,348 | 2,959 | 0.01% | 0.0% | 102 | +1,144 | 560.78% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,294 | 2,844 | 0.0% | 0.0% | 103 | -18 | -1.37% | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | New | 1,284 | 2,820 | 0.02% | — | 104 | +1,284 | New | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,235 | 2,713 | 0.0% | 0.0% | 105 | +530 | 75.18% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | Added to | 1,213 | 2,664 | 0.03% | 0.01% | 106 | +853 | 236.94% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,195 | 2,626 | 0.0% | 0.0% | 107 | +98 | 8.93% | Q1 2026 | May 15, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 1,176 | 2,584 | 0.32% | 0.31% | 108 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PECAUT & CO. | History | Added to | 1,172 | 2,574 | 0.84% | 0.78% | 109 | +5 | 0.43% | Q1 2026 | May 11, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 1,158 | 2,544 | 0.44% | — | 110 | +1,158 | New | Q1 2026 | Apr 09, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,142 | 2,508 | 0.0% | 0.0% | 111 | +745 | 187.66% | Q1 2026 | May 08, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 1,135 | 2,493 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 1,123 | 2,461 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 1,082 | 2,377 | 0.02% | 0.02% | 114 | +12 | 1.12% | Q1 2026 | Apr 29, 2026 |
| Autumn Glory Partners, LLC | History | No change | 1,080 | 2,372 | 0.87% | 0.79% | 115 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 1,056 | 2,320 | 0.01% | 0.01% | 116 | +22 | 2.13% | Q1 2026 | May 14, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 1,052 | 2,311 | 0.25% | 0.25% | 117 | -65 | -5.82% | Q1 2026 | May 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 1,038 | 2,280 | 0.18% | 0.14% | 118 | +174 | 20.14% | Q1 2026 | Apr 28, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,016 | 2,232 | 0.0% | 0.0% | 119 | +484 | 90.98% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,010 | 2,218 | 0.01% | 0.01% | 120 | +76 | 8.14% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 1,002 | 2,201 | 0.0% | — | 121 | +1,002 | New | Q1 2026 | May 08, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 932 | 2,047 | 0.0% | 0.0% | 122 | -68 | -6.8% | Q1 2026 | May 11, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 924 | 2,029 | 0.48% | 0.45% | 123 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Capula Management Ltd | History | New | 921 | 2,023 | 0.01% | — | 124 | +921 | New | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 913 | 2,005 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 912 | 2,003 | 0.06% | 0.07% | 126 | -268 | -22.71% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 905 | 1,989 | 0.0% | 0.0% | 127 | -34 | -3.62% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 953 | 1,980 | 0.0% | 0.0% | 128 | +146 | 18.09% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | No change | 880 | 1,933 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 866 | 1,902 | 0.0% | 0.0% | 130 | +151 | 21.12% | Q1 2026 | May 15, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 830 | 1,823 | 0.08% | 0.08% | 131 | -10 | -1.19% | Q1 2026 | Apr 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 824 | 1,809 | 0.01% | 0.01% | 132 | -82 | -9.05% | Q1 2026 | Apr 30, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 823 | 1,808 | 0.05% | 0.04% | 133 | +97 | 13.36% | Q1 2026 | May 08, 2026 |
| Ethic Inc. | History | Added to | 800 | 1,757 | 0.03% | 0.02% | 134 | +128 | 19.05% | Q1 2026 | Apr 27, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 835 | 1,736 | 0.13% | 0.13% | 135 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 767 | 1,685 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 760 | 1,669 | 0.02% | 0.02% | 137 | +160 | 26.67% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 751 | 1,649 | 0.01% | 0.01% | 138 | -25 | -3.22% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 738 | 1,621 | 0.01% | 0.01% | 139 | +4 | 0.54% | Q1 2026 | Apr 30, 2026 |
| Fieldview Capital Management, LLC | History | New | 729 | 1,601 | 0.47% | — | 140 | +729 | New | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 703 | 1,544 | 0.01% | 0.01% | 141 | -58 | -7.62% | Q1 2026 | Apr 07, 2026 |
| Arizona State Retirement System | History | Reduced | 699 | 1,535 | 0.01% | 0.01% | 142 | -19 | -2.65% | Q1 2026 | May 01, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 698 | 1,533 | 0.01% | 0.01% | 143 | +33 | 4.96% | Q1 2026 | May 15, 2026 |
| Texas Yale Capital Corp. | History | No change | 687 | 1,509 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 684 | 1,502 | 0.0% | 0.0% | 145 | -52 | -7.07% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 656 | 1,429 | 0.01% | 0.01% | 146 | +86 | 15.09% | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 650 | 1,428 | 0.0% | 0.0% | 147 | +240 | 58.54% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 623 | 1,368 | 0.0% | — | 148 | +623 | New | Q1 2026 | May 08, 2026 |
| Avior Wealth Management, LLC | History | No change | 617 | 1,355 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Amundi | History | New | 615 | 1,351 | 0.0% | — | 150 | +615 | New | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 614 | 1,348 | 0.0% | 0.0% | 151 | +59 | 10.63% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 611 | 1,342 | 0.01% | — | 152 | +611 | New | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 607 | 1,333 | 0.0% | 0.0% | 153 | +205 | 51.0% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 598 | 1,313 | 0.01% | 0.01% | 154 | -40 | -6.27% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | New | 581 | 1,276 | 0.01% | — | 155 | +581 | New | Q1 2026 | May 11, 2026 |
| AMG National Trust Bank | History | Reduced | 571 | 1,254 | 0.03% | 0.03% | 156 | -24 | -4.03% | Q1 2026 | May 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 565 | 1,241 | 0.0% | 0.0% | 157 | -30 | -5.04% | Q1 2026 | Apr 29, 2026 |
| Sendero Wealth Management, LLC | History | No change | 562 | 1,234 | 0.14% | 0.13% | 158 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 546 | 1,199 | 0.0% | 0.0% | 159 | +10 | 1.87% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 535 | 1,175 | 0.0% | 0.0% | 160 | -24 | -4.29% | Q1 2026 | May 14, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | No change | 533 | 1,171 | 0.36% | 0.35% | 161 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Lexington Hill Partners, LLC | History | New | 520 | 1,142 | 0.65% | — | 162 | +520 | New | Q1 2026 | Apr 16, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 517 | 1,135 | 0.01% | 0.01% | 163 | -275 | -34.72% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 510 | 1,120 | 0.0% | 0.0% | 164 | +28 | 5.81% | Q1 2026 | Apr 22, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 467 | 1,059 | 0.02% | 0.03% | 165 | -56 | -10.71% | Q1 2026 | May 04, 2026 |
| Parker Investment Management, LLC | History | No change | 475 | 1,043 | 0.16% | 0.14% | 166 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Entropy Technologies, LP | History | Reduced | 470 | 1,032 | 0.05% | 0.06% | 167 | -20 | -4.08% | Q1 2026 | May 14, 2026 |
| PROSPECTOR PARTNERS LLC | History | No change | 490 | 1,018 | 2.18% | 2.18% | 168 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 460 | 1,010 | 0.0% | 0.0% | 169 | +5 | 1.1% | Q1 2026 | May 11, 2026 |
| Legacy Advisors, LLC | History | No change | 450 | 988 | 0.12% | 0.1% | 170 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 443 | 973 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 433 | 951 | 0.0% | 0.0% | 172 | +2 | 0.46% | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 430 | 944 | 0.0% | 0.0% | 173 | +30 | 7.5% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 418 | 918 | 0.0% | 0.01% | 174 | -57 | -12.0% | Q1 2026 | May 05, 2026 |
| Bridgewater Associates, LP | History | New | 414 | 909 | 0.0% | — | 175 | +414 | New | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 405 | 889 | 0.0% | 0.0% | 176 | +46 | 12.81% | Q1 2026 | May 11, 2026 |
| Jain Global LLC | History | Reduced | 396 | 869 | 0.0% | 0.01% | 177 | -163 | -29.16% | Q1 2026 | May 15, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 395 | 867 | 0.2% | 0.19% | 178 | +7 | 1.8% | Q1 2026 | May 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 387 | 850 | 0.0% | 0.0% | 179 | -469 | -54.79% | Q1 2026 | May 15, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 380 | 834 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 388 | 806 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Roundview Capital LLC | History | No change | 358 | 786 | 0.05% | 0.05% | 182 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NATIXIS | History | New | 356 | 782 | 0.0% | — | 183 | +356 | New | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 354 | 777 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 353 | 776 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 346 | 760 | 0.0% | 0.0% | 186 | -18 | -4.95% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 346 | 760 | 0.01% | 0.01% | 187 | -18 | -4.95% | Q1 2026 | May 12, 2026 |
| American Capital Advisory, LLC | History | No change | 342 | 751 | 0.3% | 0.31% | 188 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Caprock Group, LLC | History | Reduced | 340 | 746 | 0.02% | 0.02% | 189 | -169 | -33.2% | Q1 2026 | May 11, 2026 |
| Bryant Woods Investment Advisors, LLC | History | No change | 340 | 746 | 0.27% | 0.27% | 190 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Lummis Asset Management, LP | History | No change | 325 | 725 | 0.43% | 0.42% | 191 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 321 | 705 | 0.17% | 0.16% | 192 | +8 | 2.56% | Q1 2026 | Apr 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 314 | 689 | 0.01% | 0.01% | 193 | +61 | 24.11% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 299 | 656 | 0.0% | 0.0% | 194 | +20 | 7.17% | Q1 2026 | May 15, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 298 | 655 | 0.19% | 0.17% | 195 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 297 | 652 | 0.02% | 0.02% | 196 | +74 | 33.18% | Q1 2026 | Apr 27, 2026 |
| Brooklyn Investment Group | History | New | 295 | 645 | 0.02% | — | 197 | +295 | New | Q1 2026 | Apr 29, 2026 |
| Arax Advisory Partners | History | Reduced | 275 | 605 | 0.02% | 0.02% | 198 | -6 | -2.14% | Q1 2026 | May 13, 2026 |
| Essex Bank | History | No change | 275 | 604 | 0.13% | 0.12% | 199 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 274 | 602 | 0.0% | 0.0% | 200 | +3 | 1.11% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 260 | 571 | 0.0% | 0.0% | 201 | -40 | -13.33% | Q1 2026 | May 14, 2026 |
| Vestcor Inc | History | New | 255 | 560 | 0.02% | — | 203 | +255 | New | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 255 | 560 | 0.0% | 0.0% | 202 | +18 | 7.59% | Q1 2026 | May 06, 2026 |
| XTX Topco Ltd | History | Added to | 250 | 549 | 0.01% | 0.01% | 204 | +21 | 9.17% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 246 | 540 | 0.0% | 0.0% | 205 | +108 | 78.26% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 243 | 533 | 0.02% | 0.02% | 206 | +22 | 9.95% | Q1 2026 | Apr 21, 2026 |
| Shotwell Rutter Baer Inc | History | No change | 242 | 531 | 0.31% | 0.3% | 207 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 237 | 520 | 0.0% | 0.0% | 208 | -6 | -2.47% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 228 | 501 | 0.01% | 0.01% | 209 | -1 | -0.44% | Q1 2026 | Apr 21, 2026 |
| OneAscent Financial Services LLC | History | New | 228 | 500 | 0.03% | — | 210 | +228 | New | Q1 2026 | Apr 21, 2026 |
| Atria Investments, Inc | History | Added to | 226 | 496 | 0.01% | 0.0% | 211 | +17 | 8.13% | Q1 2026 | May 05, 2026 |
| Athena Investment Management | History | Reduced | 224 | 492 | 0.26% | 0.24% | 212 | -5 | -2.18% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 223 | 489 | 0.01% | 0.01% | 213 | -98 | -30.53% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | New | 223 | 485 | 0.02% | — | 214 | +223 | New | Q1 2026 | May 14, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 230 | 473 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 215 | 472 | 0.01% | 0.01% | 216 | -1 | -0.46% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | No change | 213 | 467 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 208 | 456 | 0.01% | 0.01% | 218 | +4 | 1.96% | Q1 2026 | May 14, 2026 |
| Hudson Value Partners, LLC | History | No change | 206 | 452 | 0.13% | 0.13% | 219 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sagewood Asset Management LP | History | New | 204 | 448 | 0.14% | — | 220 | +204 | New | Q1 2026 | May 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 202 | 443 | 0.01% | 0.01% | 221 | +59 | 41.26% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 202 | 443 | 0.02% | 0.02% | 222 | +3 | 1.51% | Q1 2026 | Apr 06, 2026 |
| SG Americas Securities, LLC | History | Added to | 201 | 442 | 0.0% | 0.0% | 223 | +135 | 204.55% | Q1 2026 | Apr 16, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 200 | 439 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Evercore Wealth Management, LLC | History | No change | 200 | 439 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sage Investment Counsel LLC | History | No change | 200 | 439 | 0.49% | 0.46% | 226 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 199 | 437 | 0.0% | 0.0% | 227 | +180 | 947.37% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 199 | 437 | 0.0% | 0.0% | 229 | +19 | 10.56% | Q1 2026 | May 04, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | No change | 199 | 437 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IEQ CAPITAL, LLC | History | New | 198 | 435 | 0.0% | — | 230 | +198 | New | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 196 | 430 | 0.01% | 0.01% | 231 | +1 | 0.51% | Q1 2026 | Apr 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 191 | 419 | 0.0% | 0.0% | 232 | -5 | -2.55% | Q1 2026 | Jun 02, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 187 | 410 | 0.01% | 0.01% | 233 | -22 | -10.53% | Q1 2026 | Apr 30, 2026 |
| Riverwater Partners LLC | History | Reduced | 184 | 404 | 0.13% | 0.15% | 234 | -6 | -3.16% | Q1 2026 | May 07, 2026 |
| XPONANCE LLC | History | Added to | 182 | 399 | 0.0% | 0.0% | 235 | +59 | 47.97% | Q1 2026 | May 13, 2026 |
| State of Wyoming | History | Added to | 179 | 393 | 0.05% | 0.03% | 236 | +45 | 33.58% | Q1 2026 | May 13, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 178 | 391 | 0.0% | 0.0% | 237 | -11 | -5.82% | Q1 2026 | May 14, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 178 | 391 | 0.03% | 0.02% | 238 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 176 | 381 | 0.0% | 0.0% | 239 | -51 | -22.47% | Q1 2026 | Apr 08, 2026 |
| M&T BANK CORP | History | Added to | 170 | 373 | 0.0% | 0.0% | 240 | +4 | 2.41% | Q1 2026 | May 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 169 | 371 | 0.0% | — | 241 | +169 | New | Q1 2026 | Apr 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 166 | 364 | 0.0% | — | 242 | +166 | New | Q1 2026 | May 15, 2026 |
| SYON CAPITAL LLC | History | Added to | 164 | 360 | 0.02% | 0.01% | 243 | +24 | 17.14% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 161 | 353 | 0.0% | 0.0% | 244 | -15 | -8.52% | Q1 2026 | Apr 24, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 157 | 344 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 154 | 338 | 0.08% | 0.08% | 246 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CONNABLE OFFICE INC | History | No change | 152 | 333 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 151 | 331 | 0.0% | 0.0% | 248 | +21 | 16.15% | Q1 2026 | Apr 27, 2026 |
| HUB Investment Partners, LLC | History | Added to | 150 | 329 | 0.01% | 0.01% | 252 | +4 | 2.74% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 150 | 329 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 150 | 329 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 150 | 329 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Chapman Investment Management, LLC | History | No change | 143 | 314 | 0.26% | 0.22% | 253 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Added to | 137 | 300 | 0.0% | 0.0% | 254 | +13 | 10.48% | Q1 2026 | May 14, 2026 |
| Utah Retirement Systems | History | No change | 134 | 294 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Added to | 132 | 290 | 0.0% | 0.0% | 256 | +5 | 3.94% | Q1 2026 | May 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 129 | 283 | 0.01% | 0.01% | 257 | +1 | 0.78% | Q1 2026 | May 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 128 | 281 | 0.0% | 0.0% | 258 | +1 | 0.79% | Q1 2026 | Apr 21, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 125 | 274 | 0.03% | 0.03% | 261 | +11 | 9.65% | Q1 2026 | May 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 125 | 274 | 0.0% | 0.0% | 260 | +4 | 3.31% | Q1 2026 | Apr 15, 2026 |
| Columbia Asset Management | History | No change | 125 | 274 | 0.05% | 0.05% | 259 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 124 | 272 | 0.02% | 0.04% | 263 | -103 | -45.37% | Q1 2026 | Apr 15, 2026 |
| Storgate, LLC | History | Added to | 124 | 272 | 0.21% | 0.19% | 264 | +11 | 9.73% | Q1 2026 | May 06, 2026 |
| CIBC Asset Management Inc | History | No change | 124 | 272 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 122 | 268 | 0.0% | 0.0% | 265 | -49 | -28.65% | Q1 2026 | Apr 30, 2026 |
| Weiss Asset Management LP | History | New | 120 | 263 | 0.0% | — | 266 | +120 | New | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 119 | 261 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 115 | 252 | 0.0% | 0.0% | 268 | +15 | 15.0% | Q1 2026 | May 15, 2026 |
| One Wealth Advisors, LLC | History | No change | 111 | 243 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 110 | 241 | 0.04% | — | 271 | +110 | New | Q1 2026 | May 11, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 110 | 241 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DnB Asset Management AS | History | New | 105 | 230 | 0.0% | — | 273 | +105 | New | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 105 | 230 | 0.0% | 0.0% | 272 | -17 | -13.93% | Q1 2026 | May 13, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 104 | 228 | 0.2% | 0.14% | 274 | +13 | 14.29% | Q1 2026 | Apr 24, 2026 |
| Perigon Wealth Management, LLC | History | No change | 102 | 224 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Ballentine Partners, LLC | History | Reduced | 101 | 221 | 0.0% | 0.0% | 276 | -4 | -3.81% | Q1 2026 | May 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 101 | 221 | 0.0% | 0.0% | 278 | -4 | -3.81% | Q1 2026 | May 07, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 101 | 221 | 0.01% | 0.01% | 277 | +1 | 1.0% | Q1 2026 | May 14, 2026 |
| Citadel Investment Advisory, Inc. | History | No change | 100 | 220 | 0.11% | 0.09% | 279 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 100 | 219 | 0.02% | 0.01% | 280 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| EASTERN BANK | History | No change | 100 | 219 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Clearbridge Investments, LLC | History | No change | 100 | 219 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CHICAGO TRUST Co NA | History | No change | 100 | 219 | 0.04% | 0.03% | 283 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ackerman Asset Management, LLC | History | No change | 100 | 219 | 0.15% | 0.14% | 284 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 99 | 217 | 0.0% | — | 286 | +99 | New | Q1 2026 | May 13, 2026 |
| EQUITY INVESTMENT CORP | History | Reduced | 99 | 217 | 0.0% | 0.0% | 285 | -14 | -12.39% | Q1 2026 | May 04, 2026 |
| Quantum Portfolio Management LLC | History | New | 96 | 210 | 0.09% | — | 287 | +96 | New | Q1 2026 | May 01, 2026 |
| Vise Technologies, Inc. | History | No change | 100 | 207 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HSBC HOLDINGS PLC | History | New | 94 | 206 | 0.0% | — | 289 | +94 | New | Q1 2026 | Apr 30, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 94 | 206 | 0.19% | — | 290 | +94 | New | Q1 2026 | Apr 10, 2026 |
| CWM, LLC | History | Added to | 92 | 202 | 0.0% | 0.0% | 291 | +74 | 411.11% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 83 | 182 | 0.0% | 0.0% | 292 | -63 | -43.15% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Added to | 81 | 177 | 0.0% | 0.0% | 293 | +22 | 37.29% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 77 | 169 | 0.0% | 0.0% | 294 | -12 | -13.48% | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 75 | 164 | 0.0% | 0.0% | 295 | +19 | 33.93% | Q1 2026 | Apr 07, 2026 |
| KBC Group NV | History | No change | 72 | 158 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 65 | 142 | 0.0% | 0.0% | 297 | +10 | 18.18% | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | No change | 64 | 141 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Colonial Trust Co / SC | History | No change | 61 | 134 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STRS OHIO | History | No change | 59 | 129 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |