| 2026-03-31 → 2026-06-30 | Citadel Advisors | TRIMMED | 102,878 | 78,748 | -$0.5M |
| 2026-03-31 → 2026-06-30 | Point72 Asset Management | TRIMMED | 509,907 | 76,829 | -$9.8M |
| 2026-03-31 → 2026-06-30 | D. E. Shaw & Co. | TRIMMED | 429,332 | 210,747 | -$4.9M |
| 2026-03-31 → 2026-06-30 | Two Sigma Investments | TRIMMED | 214,374 | 57,673 | -$3.5M |
| 2026-03-31 → 2026-06-30 | Millennium Management | TRIMMED | 1,641,301 | 1,571,805 | -$1.5M |
| 2026-03-31 → 2026-06-30 | AQR Capital Management | ADDED | 38,736 | 84,703 | $1.0M |
| 2026-03-31 → 2026-06-30 | Neuberger Berman | NEW | 0 | 12,804 | $0.3M |
| 2026-03-31 → 2026-06-30 | Ancora Advisors | CLOSED | 531 | 0 | -$0.0M |
| 2026-03-31 → 2026-06-30 | Arrowstreet Capital | NEW | 0 | 66,897 | $1.5M |
| 2026-03-31 → 2026-06-30 | Pzena Investment Management | TRIMMED | 15,052,822 | 14,992,081 | -$0.6M |
| 2026-03-31 → 2026-06-30 | Geode Capital Management | TRIMMED | 15,301 | 12,588 | -$0.1M |
| 2026-03-31 → 2026-06-30 | Charles Schwab Investment Management | TRIMMED | 84,833 | 83,644 | -$0.0M |
| 2026-03-31 → 2026-06-30 | Squarepoint Ops | CLOSED | 14,961 | 0 | -$0.3M |
| 2026-03-31 → 2026-06-30 | Schonfeld Strategic Advisors | TRIMMED | 68,564 | 17,122 | -$1.2M |
| 2026-03-31 → 2026-06-30 | Qube Research & Technologies | CLOSED | 23,347 | 0 | -$0.5M |
| 2025-12-31 → 2026-03-31 | Citadel Advisors | ADDED | 39,589 | 102,878 | $1.4M |
| 2025-12-31 → 2026-03-31 | Point72 Asset Management | TRIMMED | 1,132,814 | 509,907 | -$15.5M |
| 2025-12-31 → 2026-03-31 | D. E. Shaw & Co. | ADDED | 32,996 | 429,332 | $8.9M |
| 2025-12-31 → 2026-03-31 | Two Sigma Investments | ADDED | 48,647 | 214,374 | $3.7M |
| 2025-12-31 → 2026-03-31 | Millennium Management | ADDED | 40,522 | 1,641,301 | $36.1M |
| 2025-12-31 → 2026-03-31 | AQR Capital Management | ADDED | 37,315 | 38,736 | -$0.0M |
| 2025-12-31 → 2026-03-31 | Ancora Advisors | ADDED | 16 | 531 | $0.0M |
| 2025-12-31 → 2026-03-31 | Pzena Investment Management | ADDED | 14,752,836 | 15,052,822 | -$11.8M |
| 2025-12-31 → 2026-03-31 | Clearbridge Investments | CLOSED | 8,618 | 0 | -$0.2M |
| 2025-12-31 → 2026-03-31 | Geode Capital Management | TRIMMED | 52,720 | 15,301 | -$0.9M |
| 2025-12-31 → 2026-03-31 | Charles Schwab Investment Management | ADDED | 47,609 | 84,833 | $0.8M |
| 2025-12-31 → 2026-03-31 | Squarepoint Ops | NEW | 0 | 14,961 | $0.3M |
| 2025-12-31 → 2026-03-31 | Schonfeld Strategic Advisors | NEW | 0 | 68,564 | $1.5M |
| 2025-12-31 → 2026-03-31 | Qube Research & Technologies | TRIMMED | 201,872 | 23,347 | -$4.3M |
| 2025-09-30 → 2025-12-31 | Citadel Advisors | ADDED | 16,300 | 39,589 | $0.5M |
| 2025-09-30 → 2025-12-31 | Point72 Asset Management | ADDED | 534,000 | 1,132,814 | $12.9M |
| 2025-09-30 → 2025-12-31 | D. E. Shaw & Co. | NEW | 0 | 32,996 | $0.8M |
| 2025-09-30 → 2025-12-31 | Two Sigma Investments | ADDED | 10,642 | 48,647 | $0.9M |
| 2025-09-30 → 2025-12-31 | Millennium Management | TRIMMED | 317,109 | 40,522 | -$7.4M |
| 2025-09-30 → 2025-12-31 | AQR Capital Management | ADDED | 32,439 | 37,315 | $0.0M |
| 2025-09-30 → 2025-12-31 | Neuberger Berman | CLOSED | 9,999 | 0 | -$0.3M |
| 2025-09-30 → 2025-12-31 | Ancora Advisors | NEW | 0 | 16 | $0.0M |
| 2025-09-30 → 2025-12-31 | Pzena Investment Management | TRIMMED | 14,816,852 | 14,752,836 | -$38.7M |
| 2025-09-30 → 2025-12-31 | Clearbridge Investments | ADDED | 8,554 | 8,618 | -$0.0M |
| 2025-09-30 → 2025-12-31 | Geode Capital Management | TRIMMED | 57,905 | 52,720 | -$0.3M |
| 2025-09-30 → 2025-12-31 | Charles Schwab Investment Management | TRIMMED | 47,763 | 47,609 | -$0.1M |
| 2025-09-30 → 2025-12-31 | Verition Fund Management | CLOSED | 9,217 | 0 | -$0.2M |
| 2025-09-30 → 2025-12-31 | Qube Research & Technologies | TRIMMED | 223,222 | 201,872 | -$1.1M |
| 2025-06-30 → 2025-09-30 | Citadel Advisors | TRIMMED | 77,533 | 16,300 | -$1.8M |
| 2025-06-30 → 2025-09-30 | Point72 Asset Management | NEW | 0 | 534,000 | $14.1M |
| 2025-06-30 → 2025-09-30 | Two Sigma Investments | TRIMMED | 20,642 | 10,642 | -$0.3M |
| 2025-06-30 → 2025-09-30 | Millennium Management | ADDED | 308,390 | 317,109 | -$0.5M |
| 2025-06-30 → 2025-09-30 | AQR Capital Management | ADDED | 27,024 | 32,439 | $0.1M |
| 2025-06-30 → 2025-09-30 | Marshall Wace | CLOSED | 10,074 | 0 | -$0.3M |
| 2025-06-30 → 2025-09-30 | Harris Associates | CLOSED | 9,750 | 0 | -$0.3M |
| 2025-06-30 → 2025-09-30 | Neuberger Berman | ADDED | 9,809 | 9,999 | -$0.0M |
| 2025-06-30 → 2025-09-30 | Pzena Investment Management | ADDED | 14,662,982 | 14,816,852 | -$28.8M |
| 2025-06-30 → 2025-09-30 | Clearbridge Investments | TRIMMED | 9,624 | 8,554 | -$0.0M |
| 2025-06-30 → 2025-09-30 | Charles Schwab Investment Management | ADDED | 41,618 | 47,763 | $0.1M |
| 2025-06-30 → 2025-09-30 | Verition Fund Management | TRIMMED | 11,927 | 9,217 | -$0.1M |
| 2025-06-30 → 2025-09-30 | Qube Research & Technologies | ADDED | 199,563 | 223,222 | $0.2M |
| 2025-03-31 → 2025-06-30 | Citadel Advisors | TRIMMED | 105,206 | 77,533 | -$0.4M |
| 2025-03-31 → 2025-06-30 | Point72 Asset Management | CLOSED | 38,343 | 0 | -$1.0M |
| 2025-03-31 → 2025-06-30 | Two Sigma Investments | TRIMMED | 24,813 | 20,642 | -$0.0M |
| 2025-03-31 → 2025-06-30 | Millennium Management | TRIMMED | 1,083,602 | 308,390 | -$18.2M |
| 2025-03-31 → 2025-06-30 | AQR Capital Management | ADDED | 14,297 | 27,024 | $0.4M |
| 2025-03-31 → 2025-06-30 | Marshall Wace | TRIMMED | 20,382 | 10,074 | -$0.2M |
| 2025-03-31 → 2025-06-30 | Harris Associates | TRIMMED | 10,695 | 9,750 | $0.0M |
| 2025-03-31 → 2025-06-30 | Neuberger Berman | ADDED | 9,546 | 9,809 | $0.0M |
| 2025-03-31 → 2025-06-30 | Arrowstreet Capital | CLOSED | 89,294 | 0 | -$2.2M |
| 2025-03-31 → 2025-06-30 | Pzena Investment Management | TRIMMED | 15,377,090 | 14,662,982 | $36.0M |
| 2025-03-31 → 2025-06-30 | Clearbridge Investments | TRIMMED | 9,727 | 9,624 | $0.0M |
| 2025-03-31 → 2025-06-30 | Geode Capital Management | TRIMMED | 73,378 | 57,905 | -$0.2M |
| 2025-03-31 → 2025-06-30 | Charles Schwab Investment Management | ADDED | 35,696 | 41,618 | $0.3M |
| 2025-03-31 → 2025-06-30 | Verition Fund Management | NEW | 0 | 11,927 | $0.3M |
| 2024-12-31 → 2025-06-30 | Qube Research & Technologies | ADDED | 13,441 | 199,563 | $5.4M |
| 2024-12-31 → 2025-03-31 | Citadel Advisors | ADDED | 80,506 | 105,206 | $0.8M |
| 2024-12-31 → 2025-03-31 | Point72 Asset Management | ADDED | 37,539 | 38,343 | $0.1M |
| 2024-12-31 → 2025-03-31 | Two Sigma Investments | TRIMMED | 85,399 | 24,813 | -$1.3M |
| 2024-12-31 → 2025-03-31 | Millennium Management | ADDED | 722,238 | 1,083,602 | $10.6M |
| 2024-12-31 → 2025-03-31 | AQR Capital Management | ADDED | 12,520 | 14,297 | $0.1M |
| 2024-12-31 → 2025-03-31 | Marshall Wace | TRIMMED | 129,581 | 20,382 | -$2.4M |
| 2024-12-31 → 2025-03-31 | Harris Associates | NEW | 0 | 10,695 | $0.3M |
| 2024-12-31 → 2025-03-31 | Neuberger Berman | ADDED | 9,470 | 9,546 | $0.0M |
| 2024-12-31 → 2025-03-31 | Arrowstreet Capital | TRIMMED | 205,531 | 89,294 | -$2.4M |
| 2024-12-31 → 2025-03-31 | Pzena Investment Management | ADDED | 15,283,025 | 15,377,090 | $36.9M |
| 2024-12-31 → 2025-03-31 | Clearbridge Investments | ADDED | 9,624 | 9,727 | $0.0M |
| 2024-12-31 → 2025-03-31 | Geode Capital Management | TRIMMED | 90,750 | 73,378 | -$0.2M |
| 2024-12-31 → 2025-03-31 | Charles Schwab Investment Management | ADDED | 31,074 | 35,696 | $0.2M |
| 2024-12-31 → 2025-03-31 | Squarepoint Ops | CLOSED | 12,823 | 0 | -$0.3M |
| 2024-09-30 → 2024-12-31 | Citadel Advisors | TRIMMED | 197,335 | 80,506 | -$2.4M |
| 2024-09-30 → 2024-12-31 | Point72 Asset Management | NEW | 0 | 37,539 | $0.8M |
| 2024-09-30 → 2024-12-31 | D. E. Shaw & Co. | CLOSED | 14,340 | 0 | -$0.3M |
| 2024-09-30 → 2024-12-31 | Two Sigma Investments | TRIMMED | 138,646 | 85,399 | -$1.0M |
| 2024-09-30 → 2024-12-31 | Millennium Management | ADDED | 13,381 | 722,238 | $16.1M |
| 2024-09-30 → 2024-12-31 | AQR Capital Management | NEW | 0 | 12,520 | $0.3M |
| 2024-09-30 → 2024-12-31 | Marshall Wace | ADDED | 56,841 | 129,581 | $1.7M |
| 2024-09-30 → 2024-12-31 | Neuberger Berman | NEW | 0 | 9,470 | $0.2M |
| 2024-09-30 → 2024-12-31 | Arrowstreet Capital | TRIMMED | 279,287 | 205,531 | -$2.0M |
| 2024-09-30 → 2024-12-31 | Pzena Investment Management | TRIMMED | 16,215,669 | 15,283,025 | $0.6M |
| 2024-09-30 → 2024-12-31 | Clearbridge Investments | TRIMMED | 9,994 | 9,624 | $0.0M |
| 2024-09-30 → 2024-12-31 | Charles Schwab Investment Management | ADDED | 22,161 | 31,074 | $0.2M |
| 2024-09-30 → 2024-12-31 | Verition Fund Management | CLOSED | 11,127 | 0 | -$0.2M |
| 2024-09-30 → 2024-12-31 | Squarepoint Ops | NEW | 0 | 12,823 | $0.3M |
| 2024-09-30 → 2024-12-31 | Qube Research & Technologies | NEW | 0 | 13,441 | $0.3M |
| 2024-06-30 → 2024-09-30 | Citadel Advisors | ADDED | 176,255 | 197,335 | $0.8M |
| 2024-06-30 → 2024-09-30 | D. E. Shaw & Co. | NEW | 0 | 14,340 | $0.3M |
| 2024-06-30 → 2024-09-30 | Two Sigma Investments | ADDED | 16,552 | 138,646 | $2.6M |
| 2024-06-30 → 2024-09-30 | Millennium Management | NEW | 0 | 13,381 | $0.3M |
| 2024-06-30 → 2024-09-30 | AQR Capital Management | CLOSED | 10,340 | 0 | -$0.2M |
| 2024-06-30 → 2024-09-30 | Marshall Wace | ADDED | 15,363 | 56,841 | $0.9M |
| 2024-06-30 → 2024-09-30 | Arrowstreet Capital | NEW | 0 | 279,287 | $6.6M |
| 2024-06-30 → 2024-09-30 | Pzena Investment Management | ADDED | 16,184,221 | 16,215,669 | $36.4M |
| 2024-06-30 → 2024-09-30 | Clearbridge Investments | NEW | 0 | 9,994 | $0.2M |
| 2024-06-30 → 2024-09-30 | Geode Capital Management | TRIMMED | 93,838 | 90,750 | $0.1M |
| 2024-06-30 → 2024-09-30 | Charles Schwab Investment Management | ADDED | 19,928 | 22,161 | $0.1M |
| 2024-06-30 → 2024-09-30 | Verition Fund Management | NEW | 0 | 11,127 | $0.2M |
| 2024-03-31 → 2024-06-30 | Citadel Advisors | TRIMMED | 206,141 | 176,255 | -$0.6M |
| 2024-03-31 → 2024-06-30 | D. E. Shaw & Co. | CLOSED | 76,176 | 0 | -$1.5M |
| 2024-03-31 → 2024-06-30 | Two Sigma Investments | TRIMMED | 141,707 | 16,552 | -$2.4M |
| 2024-03-31 → 2024-06-30 | Millennium Management | CLOSED | 149,561 | 0 | -$2.9M |
| 2024-03-31 → 2024-06-30 | AQR Capital Management | NEW | 0 | 10,340 | $0.2M |
| 2024-03-31 → 2024-06-30 | Marshall Wace | ADDED | 14,156 | 15,363 | $0.0M |
| 2024-03-31 → 2024-06-30 | Arrowstreet Capital | CLOSED | 221,963 | 0 | -$0.0M |
| 2024-03-31 → 2024-06-30 | Pzena Investment Management | TRIMMED | 16,271,972 | 16,184,221 | -$4.8M |
| 2024-03-31 → 2024-06-30 | Clearbridge Investments | CLOSED | 11,106 | 0 | -$0.2M |
| 2024-03-31 → 2024-06-30 | Charles Schwab Investment Management | ADDED | 11,757 | 19,928 | $0.2M |
| 2024-03-31 → 2024-06-30 | Qube Research & Technologies | CLOSED | 21,676 | 0 | -$0.4M |
| 2023-12-31 → 2024-03-31 | Citadel Advisors | TRIMMED | 243,457 | 206,141 | -$1.1M |
| 2023-12-31 → 2024-03-31 | Point72 Asset Management | CLOSED | 15,800 | 0 | -$0.3M |
| 2023-12-31 → 2024-03-31 | D. E. Shaw & Co. | ADDED | 15,345 | 76,176 | $1.1M |
| 2023-12-31 → 2024-03-31 | Two Sigma Investments | ADDED | 62,500 | 141,707 | $1.4M |
| 2023-12-31 → 2024-03-31 | Millennium Management | NEW | 0 | 149,561 | $2.9M |
| 2023-12-31 → 2024-03-31 | Marshall Wace | NEW | 0 | 14,156 | $0.3M |
| 2023-12-31 → 2024-03-31 | Arrowstreet Capital | ADDED | 100,886 | 221,963 | $0.0M |
| 2023-12-31 → 2024-03-31 | Pzena Investment Management | ADDED | 16,267,492 | 16,271,972 | -$25.1M |
| 2023-12-31 → 2024-03-31 | Charles Schwab Investment Management | NEW | 0 | 11,757 | $0.2M |
| 2023-12-31 → 2024-03-31 | Qube Research & Technologies | ADDED | 20,594 | 21,676 | -$0.0M |
| 2023-09-30 → 2023-12-31 | Renaissance Technologies | CLOSED | 14,200 | 0 | -$0.0M |
| 2023-09-30 → 2023-12-31 | Citadel Advisors | ADDED | 135,256 | 243,457 | $2.2M |
| 2023-09-30 → 2023-12-31 | Point72 Asset Management | NEW | 0 | 15,800 | $0.3M |
| 2023-09-30 → 2023-12-31 | D. E. Shaw & Co. | NEW | 0 | 15,345 | $0.3M |
| 2023-09-30 → 2023-12-31 | Two Sigma Investments | TRIMMED | 70,800 | 62,500 | -$0.2M |
| 2023-09-30 → 2023-12-31 | Millennium Management | CLOSED | 13,876 | 0 | -$0.3M |
| 2023-09-30 → 2023-12-31 | Marshall Wace | CLOSED | 150,016 | 0 | -$3.2M |
| 2023-09-30 → 2023-12-31 | Arrowstreet Capital | ADDED | 18,451 | 100,886 | $0.0M |
| 2023-09-30 → 2023-12-31 | Pzena Investment Management | TRIMMED | 16,288,934 | 16,267,492 | -$12.0M |
| 2023-09-30 → 2023-12-31 | Charles Schwab Investment Management | CLOSED | 10,574 | 0 | -$0.2M |
| 2023-09-30 → 2023-12-31 | Qube Research & Technologies | NEW | 0 | 20,594 | $0.4M |