ZTO Express (Cayman) Inc. - ZTO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 7,460,931 | 187,791 | 0.61% | 0.47% | 1 | -119,523 | -1.58% | Q1 2026 | Apr 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,759,916 | 144,977 | 0.02% | 0.02% | 2 | -939,827 | -14.03% | Q1 2026 | May 15, 2026 |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. | History | No change | 5,056,987 | 127,284 | 30.72% | 28.04% | 3 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Temasek Holdings (Private) Ltd | History | Reduced | 4,147,325 | 104,388 | 0.34% | 0.41% | 4 | -2,112,916 | -33.75% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 3,710,077 | 93,382 | 0.01% | 0.01% | 5 | -1,749,231 | -32.04% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 3,625,352 | 91,250 | 0.03% | 0.03% | 6 | +72,146 | 2.03% | Q1 2026 | May 05, 2026 |
| MARSHALL WACE, LLP | History | Added to | 2,320,427 | 58,405 | 0.06% | 0.0% | 7 | +2,191,601 | 1701.21% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 2,149,063 | 54,091 | 0.02% | 0.02% | 8 | +266,990 | 14.19% | Q1 2026 | May 11, 2026 |
| PLATINUM INVESTMENT MANAGEMENT LTD | History | No change | 1,994,127 | 50,192 | 12.65% | 9.63% | 9 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 1,928,225 | 48,533 | 0.01% | 0.01% | 10 | -1,454,354 | -43.0% | Q1 2026 | May 05, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Added to | 1,712,817 | 43,111 | 0.84% | 0.69% | 11 | +15,798 | 0.93% | Q1 2026 | May 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,652,838 | 41,559 | 0.01% | 0.01% | 12 | -3,178 | -0.19% | Q1 2026 | May 07, 2026 |
| Legal & General Group Plc | History | Reduced | 1,570,084 | 39,464 | 0.01% | 0.01% | 13 | -36,490 | -2.27% | Q1 2026 | May 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 1,290,323 | 32,477 | 0.04% | 0.01% | 14 | +843,912 | 189.04% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,120,799 | 28,210 | 0.0% | 0.0% | 15 | +551,519 | 96.88% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,113,729 | 28,032 | 0.0% | 0.0% | 16 | +72,145 | 6.93% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 1,077,250 | 27,114 | 0.21% | 0.17% | 17 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| STATE STREET CORP | History | Added to | 1,003,467 | 25,257 | 0.0% | 0.0% | 18 | +21,573 | 2.2% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 922,560 | 23,220 | 0.01% | 0.01% | 19 | -63,465 | -6.44% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 920,352 | 23,165 | 0.01% | 0.0% | 20 | +863,078 | 1506.93% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 835,707 | 21,034 | 0.0% | 0.0% | 21 | -284,817 | -25.42% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 658,669 | 16,578 | 0.01% | 0.01% | 22 | -109,957 | -14.31% | Q1 2026 | May 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 641,983 | 16,158 | 0.24% | 0.19% | 23 | -180 | -0.03% | Q1 2026 | May 11, 2026 |
| Portman Square Capital LLP | History | New | 631,906 | 15,905 | 0.61% | — | 24 | +631,906 | New | Q1 2026 | Apr 27, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 618,800 | 15,575 | 0.02% | 0.0% | 25 | +495,100 | 400.24% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 556,278 | 14,001 | 0.02% | 0.03% | 26 | -534,956 | -49.02% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 550,013 | 13,843 | 0.0% | 0.0% | 27 | +119,213 | 27.67% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 525,280 | 13,158 | 0.01% | 0.01% | 28 | +55,287 | 11.76% | Q1 2026 | May 08, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 509,092 | 12,813 | 0.05% | 0.04% | 29 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Added to | 479,163 | 12,060 | 0.0% | 0.0% | 30 | +105,818 | 28.34% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 452,800 | 11,396 | 0.02% | 0.01% | 31 | +206,700 | 83.99% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Added to | 396,200 | 9,972 | 0.02% | 0.0% | 32 | +383,100 | 2924.43% | Q1 2026 | May 08, 2026 |
| SIH Partners, LLLP | History | Reduced | 339,050 | 8,533 | 0.11% | 0.16% | 33 | -62,500 | -15.56% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | New | 280,000 | 7,047 | 0.02% | — | 34 | +280,000 | New | Q1 2026 | May 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 277,367 | 6,975 | 0.01% | — | 35 | +277,367 | New | Q1 2026 | May 13, 2026 |
| AVIVA PLC | History | Reduced | 262,797 | 6,614 | 0.01% | 0.01% | 36 | -1,359 | -0.51% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 245,706 | 6,182 | 0.0% | 0.0% | 37 | -3,763 | -1.51% | Q1 2026 | Apr 30, 2026 |
| ICON ADVISERS INC/CO | History | Added to | 240,000 | 6,040 | 1.39% | 0.9% | 38 | +40,000 | 20.0% | Q1 2026 | May 13, 2026 |
| Virtus Family Office LLC | History | Reduced | 213,936 | 5,384 | 4.59% | 4.45% | 39 | -32,987 | -13.36% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 211,401 | 5,320 | 0.0% | 0.0% | 40 | +180,110 | 575.6% | Q1 2026 | May 13, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 188,544 | 4,745 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 184,217 | 4,636 | 0.01% | 0.01% | 42 | +43,585 | 30.99% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 178,934 | 4,503 | 0.03% | 0.03% | 43 | -1,430 | -0.79% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | Added to | 176,277 | 4,437 | 0.01% | 0.01% | 44 | +6,216 | 3.66% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 163,772 | 4,122 | 0.0% | 0.0% | 45 | -19,612 | -10.69% | Q1 2026 | May 04, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 159,638 | 4,018 | 0.0% | 0.0% | 46 | +60,044 | 60.29% | Q1 2026 | May 15, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 162,421 | 4,015 | 0.01% | 0.02% | 47 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Aurora Investment Counsel | History | Reduced | 149,195 | 3,755 | 2.08% | 1.69% | 48 | -4,616 | -3.0% | Q1 2026 | May 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 143,854 | 3,620 | 0.0% | 0.0% | 49 | +694 | 0.48% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 128,700 | 3,239 | 0.0% | 0.0% | 50 | +19,100 | 17.43% | Q1 2026 | May 05, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 127,954 | 3,220 | 0.0% | 0.0% | 51 | +18,090 | 16.47% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 124,726 | 3,139 | 0.0% | 0.0% | 52 | -72,953 | -36.9% | Q1 2026 | May 12, 2026 |
| Swedbank AB | History | No change | 123,880 | 3,118 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 121,297 | 3,053 | 0.0% | 0.0% | 54 | +4,997 | 4.3% | Q1 2026 | May 12, 2026 |
| BRILLIANCE ASSET MANAGEMENT LTD | History | New | 112,444 | 2,830 | 0.83% | — | 55 | +112,444 | New | Q1 2026 | May 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 111,690 | 2,811 | 0.17% | 0.03% | 56 | +94,057 | 533.41% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 109,814 | 2,762 | 0.0% | 0.0% | 57 | +17,094 | 18.44% | Q1 2026 | May 13, 2026 |
| DUMAC, INC. | History | No change | 96,781 | 2,435 | 0.3% | 0.31% | 58 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 88,827 | 2,235 | 0.02% | 0.02% | 59 | -26,872 | -23.23% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 82,101 | 2,066 | 0.01% | 0.0% | 60 | +77,752 | 1787.81% | Q1 2026 | May 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 84,100 | 2,028 | 0.01% | — | 61 | +84,100 | New | Q1 2026 | May 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 78,103 | 1,965 | 0.03% | 0.02% | 62 | -2,232 | -2.78% | Q1 2026 | Apr 30, 2026 |
| Calamos Advisors LLC | History | New | 91,600 | 1,913 | 0.01% | — | 63 | +91,600 | New | Q1 2026 | May 04, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 68,030 | 1,712 | 0.01% | 0.01% | 64 | +22,714 | 50.12% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 67,611 | 1,701 | 0.0% | 0.0% | 65 | +55,911 | 477.87% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 62,601 | 1,576 | 0.0% | 0.0% | 66 | -6,949 | -9.99% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 62,636 | 1,576 | 0.01% | 0.01% | 67 | +6,641 | 11.86% | Q1 2026 | May 14, 2026 |
| Maven Securities LTD | History | New | 61,525 | 1,519 | 0.03% | — | 68 | +61,525 | New | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 57,857 | 1,456 | 0.05% | 0.04% | 69 | -358 | -0.61% | Q1 2026 | Apr 24, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Added to | 53,694 | 1,351 | 0.0% | 0.0% | 70 | +22,624 | 72.82% | Q1 2026 | May 01, 2026 |
| DnB Asset Management AS | History | Added to | 52,504 | 1,319 | 0.0% | 0.0% | 71 | +11,740 | 28.8% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 51,230 | 1,289 | 0.0% | 0.0% | 72 | +33,990 | 197.16% | Q1 2026 | May 14, 2026 |
| Taikang Asset Management (Hong Kong) Co Ltd | History | No change | 49,100 | 1,235 | 0.12% | 0.1% | 73 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 47,254 | 1,189 | 0.0% | 0.0% | 74 | -40,908 | -46.4% | Q1 2026 | May 14, 2026 |
| Long Corridor Asset Management Ltd | History | New | 46,000 | 1,157 | 0.28% | — | 75 | +46,000 | New | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 45,296 | 1,140 | 0.01% | 0.0% | 76 | +10,860 | 31.54% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 39,216 | 987 | 0.0% | 0.0% | 77 | +379 | 0.98% | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | Added to | 38,527 | 969 | 0.03% | 0.03% | 78 | +7,009 | 22.24% | Q1 2026 | Apr 29, 2026 |
| NORTHERN TRUST CORP | History | Added to | 38,470 | 968 | 0.0% | 0.0% | 79 | +4,297 | 12.57% | Q1 2026 | May 14, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 38,495 | 968 | 0.01% | 0.0% | 80 | +3,177 | 9.0% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 36,942 | 930 | 0.0% | 0.0% | 81 | +14,946 | 67.95% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 33,964 | 854 | 0.0% | 0.0% | 82 | -48,212 | -58.67% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 32,725 | 823 | 0.01% | 0.01% | 83 | +2,527 | 8.37% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 31,585 | 794 | 0.02% | 0.02% | 84 | +806 | 2.62% | Q1 2026 | May 13, 2026 |
| Polymer Capital Management (HK) LTD | History | New | 31,220 | 785 | 0.07% | — | 85 | +31,220 | New | Q1 2026 | May 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 25,944 | 653 | 0.01% | — | 86 | +25,944 | New | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Added to | 25,827 | 650 | 0.0% | 0.0% | 87 | +23,452 | 987.45% | Q1 2026 | May 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 24,630 | 620 | 0.01% | 0.01% | 88 | +3,616 | 17.21% | Q1 2026 | May 01, 2026 |
| XTX Topco Ltd | History | Added to | 24,385 | 613 | 0.01% | 0.01% | 89 | +14,371 | 143.51% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 24,333 | 612 | 0.0% | 0.0% | 90 | +1,326 | 5.76% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 24,149 | 607 | 0.0% | 0.0% | 91 | +3,302 | 15.84% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 23,940 | 602 | 0.0% | 0.0% | 92 | +146 | 0.61% | Q1 2026 | May 01, 2026 |
| Savant Capital, LLC | History | Added to | 23,285 | 586 | 0.0% | 0.0% | 93 | +3,387 | 17.02% | Q1 2026 | May 04, 2026 |
| U S GLOBAL INVESTORS INC | History | Added to | 22,332 | 562 | 0.07% | 0.03% | 94 | +7,340 | 48.96% | Q1 2026 | May 01, 2026 |
| ExodusPoint Capital Management, LP | History | New | 20,700 | 521 | 0.0% | — | 95 | +20,700 | New | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 20,348 | 512 | 0.0% | 0.0% | 96 | +1,207 | 6.31% | Q1 2026 | Apr 30, 2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | History | Added to | 17,563 | 442 | 0.1% | 0.05% | 97 | +6,700 | 61.68% | Q1 2026 | May 13, 2026 |
| Ethic Inc. | History | Added to | 17,123 | 430 | 0.01% | 0.01% | 98 | +1,180 | 7.4% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 15,770 | 396 | 0.0% | 0.0% | 99 | +179 | 1.15% | Q1 2026 | May 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 15,665 | 394 | 0.0% | 0.0% | 100 | -121 | -0.77% | Q1 2026 | May 04, 2026 |
| Compound Planning, Inc. | History | New | 14,315 | 360 | 0.01% | — | 101 | +14,315 | New | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 14,272 | 359 | 0.0% | 0.01% | 102 | -20,948 | -59.48% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 14,218 | 357 | 0.0% | — | 103 | +14,218 | New | Q1 2026 | May 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 13,236 | 333 | 0.01% | 0.01% | 104 | +1,387 | 11.71% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 13,546 | 326 | 0.0% | 0.0% | 105 | +2,984 | 28.25% | Q1 2026 | May 15, 2026 |
| Frank, Rimerman Advisors LLC | History | New | 12,553 | 315 | 0.02% | — | 107 | +12,553 | New | Q1 2026 | Apr 29, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 12,540 | 315 | 0.0% | 0.0% | 106 | +390 | 3.21% | Q1 2026 | Apr 01, 2026 |
| Jain Global LLC | History | New | 12,336 | 310 | 0.0% | — | 108 | +12,336 | New | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 12,132 | 305 | 0.0% | 0.0% | 109 | +2,357 | 24.11% | Q1 2026 | May 13, 2026 |
| Lester Murray Antman dba SimplyRich | History | New | 11,140 | 280 | 0.07% | — | 110 | +11,140 | New | Q1 2026 | May 01, 2026 |
| Systematic Alpha Investments, LLC | History | New | 10,700 | 269 | 0.01% | — | 111 | +10,700 | New | Q1 2026 | May 18, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 10,645 | 267 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | New | 10,595 | 266 | 0.06% | — | 114 | +10,595 | New | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,735 | 266 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 10,530 | 265 | 0.0% | — | 115 | +10,530 | New | Q1 2026 | May 04, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 10,399 | 261 | 0.11% | — | 116 | +10,399 | New | Q1 2026 | Apr 20, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 10,168 | 255 | 0.0% | 0.0% | 117 | +467 | 4.81% | Q1 2026 | May 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 9,989 | 254 | 0.0% | 0.0% | 118 | -617 | -5.82% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 9,504 | 239 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Pathstone Holdings, LLC | History | New | 9,188 | 231 | 0.0% | — | 120 | +9,188 | New | Q1 2026 | May 11, 2026 |
| SYON CAPITAL LLC | History | New | 8,945 | 225 | 0.01% | — | 121 | +8,945 | New | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 8,916 | 224 | 0.0% | 0.0% | 122 | +1,246 | 16.25% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | New | 8,821 | 222 | 0.0% | — | 123 | +8,821 | New | Q1 2026 | Apr 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 8,729 | 219 | 0.01% | 0.0% | 124 | +3,045 | 53.57% | Q1 2026 | May 15, 2026 |
| PDS Planning, Inc | History | New | 8,566 | 215 | 0.01% | — | 125 | +8,566 | New | Q1 2026 | Apr 21, 2026 |
| Cetera Investment Advisers | History | New | 8,419 | 211 | 0.0% | — | 126 | +8,419 | New | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 7,643 | 192 | 0.0% | 0.0% | 127 | +6,922 | 960.06% | Q1 2026 | Apr 27, 2026 |
| Quantbot Technologies LP | History | Added to | 5,587 | 140 | 0.01% | 0.0% | 128 | +4,312 | 338.2% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,276 | 132 | 0.0% | 0.0% | 129 | +1,946 | 58.44% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,916 | 98 | 0.0% | 0.0% | 130 | +1,965 | 100.72% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,491 | 87 | 0.0% | 0.0% | 131 | +798 | 29.63% | Q1 2026 | Apr 07, 2026 |
| Larson Financial Group LLC | History | Added to | 2,699 | 67 | 0.0% | 0.0% | 132 | +1,386 | 105.56% | Q1 2026 | May 15, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 2,587 | 65 | 0.0% | — | 134 | +2,587 | New | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 2,598 | 65 | 0.0% | 0.0% | 133 | +180 | 7.44% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,551 | 64 | 0.0% | 0.0% | 135 | -379 | -12.94% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 2,469 | 62 | 0.0% | 0.0% | 136 | +1,109 | 81.54% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,263 | 55 | 0.0% | 0.0% | 137 | -515,221 | -99.56% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,160 | 54 | 0.0% | — | 138 | +2,150 | 21500.0% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,246 | 54 | 0.0% | 0.0% | 139 | +31 | 1.4% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,120 | 53 | 0.0% | 0.0% | 140 | +317 | 17.58% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | New | 1,895 | 47 | 0.0% | — | 141 | +1,895 | New | Q1 2026 | May 07, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 1,675 | 42 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,225 | 30 | 0.0% | 0.0% | 143 | +148 | 13.74% | Q1 2026 | Apr 07, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 849 | 21 | 0.0% | 0.0% | 144 | -406 | -32.35% | Q1 2026 | May 12, 2026 |
| Optiver Holding B.V. | History | No change | 635 | 15 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 512 | 12 | 0.0% | 0.0% | 147 | +382 | 293.85% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 507 | 12 | 0.0% | 0.0% | 146 | -1 | -0.2% | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 398 | 10 | 0.0% | — | 148 | +398 | New | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 394 | 9 | 0.0% | — | 151 | +394 | New | Q1 2026 | Apr 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 394 | 9 | 0.0% | 0.0% | 150 | +281 | 248.67% | Q1 2026 | May 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 388 | 9 | 0.0% | 0.0% | 149 | -236 | -37.82% | Q1 2026 | Apr 30, 2026 |
| Spire Wealth Management | History | No change | 350 | 8 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 258 | 6 | 0.0% | 0.0% | 153 | +103 | 66.45% | Q1 2026 | Apr 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 196 | 4 | 0.0% | — | 154 | +188 | 2350.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 196 | 4 | 0.0% | 0.0% | 156 | +20 | 11.36% | Q1 2026 | Apr 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 187 | 4 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 155 | 3 | 0.0% | 0.0% | 157 | -52 | -25.12% | Q1 2026 | May 07, 2026 |
| True Wealth Design, LLC | History | Added to | 157 | 3 | 0.0% | 0.0% | 159 | +30 | 23.62% | Q1 2026 | Apr 13, 2026 |
| Crewe Advisors LLC | History | No change | 149 | 3 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MidFirst Bank | History | Reduced | 111 | 2 | 0.0% | 0.0% | 168 | -391 | -77.89% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | Added to | 113 | 2 | 0.0% | — | 163 | +83 | 276.67% | Q1 2026 | Apr 22, 2026 |
| Versant Capital Management, Inc | History | New | 81 | 2 | 0.0% | — | 169 | +81 | New | Q1 2026 | Apr 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 103 | 2 | 0.0% | 0.0% | 164 | -37 | -26.43% | Q1 2026 | Apr 24, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 116 | 2 | 0.0% | 0.0% | 165 | +37 | 46.84% | Q1 2026 | Apr 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 118 | 2 | 0.0% | 0.0% | 160 | +33 | 38.82% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Added to | 83 | 2 | 0.0% | 0.0% | 161 | +21 | 33.87% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | No change | 87 | 2 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 113 | 2 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WealthCollab, LLC | History | No change | 99 | 2 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Leonteq Securities AG | History | Reduced | 71 | 1 | 0.0% | 0.0% | 170 | -1,367 | -95.06% | Q1 2026 | Apr 27, 2026 |
| IMA Advisory Services, Inc. | History | New | 71 | 1 | 0.0% | — | 173 | +71 | New | Q1 2026 | May 06, 2026 |
| Horizon Investments, LLC | History | New | 68 | 1 | 0.0% | — | 174 | +68 | New | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | New | 68 | 1 | 0.0% | — | 176 | +68 | New | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 59 | 1 | 0.0% | — | 175 | +59 | New | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 59 | 1 | 0.0% | — | 177 | +59 | New | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | Added to | 43 | 1 | 0.0% | — | 172 | +41 | 2050.0% | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 61 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -332,373 | -100.0% | Q1 2026 | Apr 16, 2026 |
| OPTIMAS CAPITAL Ltd | History | Closed out | 0 | 0 | — | 4.44% | — | -191,700 | -100.0% | Q1 2026 | May 06, 2026 |
| Legacy Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -136,924 | -100.0% | Q1 2026 | Apr 08, 2026 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -70,800 | -100.0% | Q1 2026 | May 04, 2026 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -34,468 | -100.0% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -33,153 | -100.0% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -28,704 | -100.0% | Q1 2026 | Apr 27, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -24,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,840 | -100.0% | Q1 2026 | May 15, 2026 |
| Tuttle Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -13,670 | -100.0% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,632 | -100.0% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -10,572 | -100.0% | Q1 2026 | May 06, 2026 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -10,441 | -100.0% | Q1 2026 | May 15, 2026 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 0.02% | — | -10,397 | -100.0% | Q1 2026 | May 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -4,040 | -100.0% | Q1 2026 | May 11, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -3,480 | -100.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -2,544 | -100.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 32 | 0 | — | — | — | +32 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 31 | 0 | — | — | — | -16 | -34.04% | Q1 2026 | Apr 14, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Abound Wealth Management | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Ares Financial Consulting, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |