| 2026-03-31 → 2026-06-30 | Renaissance Technologies | TRIMMED | 1,238,666 | 686,366 | -$64.9M |
| 2026-03-31 → 2026-06-30 | Citadel Advisors | ADDED | 3,820,246 | 12,066,927 | $702.7M |
| 2026-03-31 → 2026-06-30 | Bridgewater Associates | TRIMMED | 117,051 | 59,775 | -$6.6M |
| 2026-03-31 → 2026-06-30 | Point72 Asset Management | ADDED | 304,800 | 1,728,229 | $125.5M |
| 2026-03-31 → 2026-06-30 | D. E. Shaw & Co. | TRIMMED | 5,397,254 | 1,816,892 | -$389.3M |
| 2026-03-31 → 2026-06-30 | Two Sigma Investments | ADDED | 6,441,328 | 8,221,115 | $84.7M |
| 2026-03-31 → 2026-06-30 | Millennium Management | ADDED | 1,886,942 | 4,405,494 | $206.0M |
| 2026-03-31 → 2026-06-30 | Fisher Asset Management | TRIMMED | 752,105 | 505,421 | -$31.4M |
| 2026-03-31 → 2026-06-30 | AQR Capital Management | ADDED | 1,573,036 | 4,193,058 | $219.5M |
| 2026-03-31 → 2026-06-30 | Maverick Capital | CLOSED | 1,758,160 | 0 | -$180.5M |
| 2026-03-31 → 2026-06-30 | Adage Capital Partners | ADDED | 1,707,764 | 2,332,115 | $36.3M |
| 2026-03-31 → 2026-06-30 | Norges Bank Investment Management | NEW | 0 | 23,354,911 | $2,119.2M |
| 2026-03-31 → 2026-06-30 | Southeastern Asset Management | NEW | 0 | 840,747 | $76.3M |
| 2026-03-31 → 2026-06-30 | Marshall Wace | ADDED | 2,010,938 | 5,544,038 | $296.6M |
| 2026-03-31 → 2026-06-30 | Capital Research Global Investors | TRIMMED | 49,775,362 | 36,908,990 | -$1,761.1M |
| 2026-03-31 → 2026-06-30 | Neuberger Berman | TRIMMED | 2,878,726 | 2,558,111 | -$63.3M |
| 2026-03-31 → 2026-06-30 | Blackstone | CLOSED | 53,915 | 0 | -$5.5M |
| 2026-03-31 → 2026-06-30 | Polen Capital Management | TRIMMED | 15,081 | 3,156 | -$1.3M |
| 2026-03-31 → 2026-06-30 | Ancora Advisors | TRIMMED | 51,289 | 46,925 | -$1.0M |
| 2026-03-31 → 2026-06-30 | Arrowstreet Capital | ADDED | 5,522,222 | 10,897,178 | $421.8M |
| 2026-03-31 → 2026-06-30 | Aristotle Capital Management | TRIMMED | 54,257 | 53,857 | -$0.7M |
| 2026-03-31 → 2026-06-30 | Diamond Hill Capital Management | TRIMMED | 5,378,840 | 4,936,774 | -$104.3M |
| 2026-03-31 → 2026-06-30 | Clearbridge Investments | TRIMMED | 410,614 | 50,140 | -$37.6M |
| 2026-03-31 → 2026-06-30 | Geode Capital Management | ADDED | 39,148,795 | 39,219,337 | -$459.3M |
| 2026-03-31 → 2026-06-30 | PrimeCap Management | TRIMMED | 762,220 | 761,900 | -$9.1M |
| 2026-03-31 → 2026-06-30 | Loomis Sayles | ADDED | 288 | 1,506 | $0.1M |
| 2026-03-31 → 2026-06-30 | Charles Schwab Investment Management | ADDED | 45,500,055 | 59,674,507 | $741.2M |
| 2026-03-31 → 2026-06-30 | Victory Capital Management | ADDED | 594,860 | 635,073 | -$3.4M |
| 2026-03-31 → 2026-06-30 | Chilton Investment Company | ADDED | 24,952 | 74,174 | $4.2M |
| 2026-03-31 → 2026-06-30 | Caxton Associates | CLOSED | 2,827 | 0 | -$0.3M |
| 2026-03-31 → 2026-06-30 | Verition Fund Management | ADDED | 57,914 | 60,992 | -$0.4M |
| 2026-03-31 → 2026-06-30 | Walleye Capital | TRIMMED | 582,461 | 521,261 | -$12.5M |
| 2026-03-31 → 2026-06-30 | Squarepoint Ops | ADDED | 588,472 | 1,576,986 | $82.7M |
| 2026-03-31 → 2026-06-30 | Schonfeld Strategic Advisors | NEW | 0 | 42,828 | $3.9M |
| 2026-03-31 → 2026-06-30 | Voleon Capital Management | TRIMMED | 24,766 | 6,286 | -$2.0M |
| 2026-03-31 → 2026-06-30 | Qube Research & Technologies | ADDED | 501,924 | 2,396,215 | $165.9M |
| 2026-03-31 → 2026-06-30 | Capstone Investment Advisors | ADDED | 268,259 | 270,172 | -$3.0M |
| 2026-03-31 → 2026-06-30 | Man Group | ADDED | 363,904 | 800,719 | $35.3M |
| 2026-03-31 → 2026-06-30 | Hudson Bay Capital Management | ADDED | 75,000 | 3,100,000 | $273.6M |
| 2026-03-31 → 2026-06-30 | Castle Hook Partners | CLOSED | 11,269 | 0 | -$1.2M |
| 2026-03-31 → 2026-06-30 | 1832 Asset Management | ADDED | 2,542,730 | 2,615,727 | -$23.7M |
| 2025-12-31 → 2026-03-31 | Renaissance Technologies | ADDED | 558,066 | 1,238,666 | $57.3M |
| 2025-12-31 → 2026-03-31 | Citadel Advisors | TRIMMED | 5,187,434 | 3,820,246 | -$257.7M |
| 2025-12-31 → 2026-03-31 | Bridgewater Associates | TRIMMED | 122,694 | 117,051 | -$3.4M |
| 2025-12-31 → 2026-03-31 | Soros Fund Management | NEW | 0 | 44,750 | $4.6M |
| 2025-12-31 → 2026-03-31 | Point72 Asset Management | TRIMMED | 412,400 | 304,800 | -$20.4M |
| 2025-12-31 → 2026-03-31 | D. E. Shaw & Co. | ADDED | 2,040,691 | 5,397,254 | $298.5M |
| 2025-12-31 → 2026-03-31 | Two Sigma Investments | NEW | 0 | 6,441,328 | $661.3M |
| 2025-12-31 → 2026-03-31 | Millennium Management | TRIMMED | 2,252,341 | 1,886,942 | -$88.5M |
| 2025-12-31 → 2026-03-31 | Fisher Asset Management | TRIMMED | 11,440,255 | 752,105 | -$1,356.1M |
| 2025-12-31 → 2026-03-31 | AQR Capital Management | ADDED | 1,078,593 | 1,573,036 | $25.8M |
| 2025-12-31 → 2026-03-31 | Maverick Capital | NEW | 0 | 1,758,160 | $180.5M |
| 2025-12-31 → 2026-03-31 | Adage Capital Partners | ADDED | 1,681,202 | 1,707,764 | -$35.3M |
| 2025-12-31 → 2026-03-31 | Norges Bank Investment Management | CLOSED | 23,456,714 | 0 | -$2,938.9M |
| 2025-12-31 → 2026-03-31 | Marshall Wace | ADDED | 58,587 | 2,010,938 | $199.1M |
| 2025-12-31 → 2026-03-31 | Capital Research Global Investors | ADDED | 39,169,239 | 49,775,362 | $202.8M |
| 2025-12-31 → 2026-03-31 | Harris Associates | CLOSED | 2,046 | 0 | -$0.3M |
| 2025-12-31 → 2026-03-31 | Neuberger Berman | TRIMMED | 4,755,148 | 2,878,726 | -$300.3M |
| 2025-12-31 → 2026-03-31 | Blackstone | ADDED | 22,858 | 53,915 | $2.7M |
| 2025-12-31 → 2026-03-31 | Polen Capital Management | TRIMMED | 3,962,230 | 15,081 | -$494.9M |
| 2025-12-31 → 2026-03-31 | Suvretta Capital (now Montanova Capital) | ADDED | 51,020 | 66,920 | $0.5M |
| 2025-12-31 → 2026-03-31 | Ancora Advisors | TRIMMED | 55,712 | 51,289 | -$1.7M |
| 2025-12-31 → 2026-03-31 | Arrowstreet Capital | ADDED | 1,741,820 | 5,522,222 | $348.7M |
| 2025-12-31 → 2026-03-31 | Diamond Hill Capital Management | ADDED | 5,169,513 | 5,378,840 | -$95.4M |
| 2025-12-31 → 2026-03-31 | Clearbridge Investments | ADDED | 52,135 | 410,614 | $35.6M |
| 2025-12-31 → 2026-03-31 | Geode Capital Management | ADDED | 38,407,499 | 39,148,795 | -$789.2M |
| 2025-12-31 → 2026-03-31 | Capital World Investors | CLOSED | 8,466,861 | 0 | -$1,060.8M |
| 2025-12-31 → 2026-03-31 | PrimeCap Management | TRIMMED | 762,820 | 762,220 | -$17.3M |
| 2025-12-31 → 2026-03-31 | Loomis Sayles | TRIMMED | 400 | 288 | -$0.0M |
| 2025-12-31 → 2026-03-31 | Charles Schwab Investment Management | ADDED | 13,189,528 | 45,500,055 | $3,021.1M |
| 2025-12-31 → 2026-03-31 | Victory Capital Management | TRIMMED | 610,970 | 594,860 | -$15.5M |
| 2025-12-31 → 2026-03-31 | Chilton Investment Company | ADDED | 24,297 | 24,952 | -$0.5M |
| 2025-12-31 → 2026-03-31 | Caxton Associates | NEW | 0 | 2,827 | $0.3M |
| 2025-12-31 → 2026-03-31 | Verition Fund Management | ADDED | 37,656 | 57,914 | $1.2M |
| 2025-12-31 → 2026-03-31 | Walleye Capital | ADDED | 465,866 | 582,461 | $1.4M |
| 2025-12-31 → 2026-03-31 | Squarepoint Ops | ADDED | 256,940 | 588,472 | $28.2M |
| 2025-12-31 → 2026-03-31 | Schonfeld Strategic Advisors | CLOSED | 19,816 | 0 | -$2.5M |
| 2025-12-31 → 2026-03-31 | Voleon Capital Management | TRIMMED | 87,300 | 24,766 | -$8.4M |
| 2025-12-31 → 2026-03-31 | Qube Research & Technologies | ADDED | 197,800 | 501,924 | $26.8M |
| 2025-12-31 → 2026-03-31 | Capstone Investment Advisors | ADDED | 185,493 | 268,259 | $4.3M |
| 2025-12-31 → 2026-03-31 | Man Group | ADDED | 60,273 | 363,904 | $29.8M |
| 2025-12-31 → 2026-03-31 | Hudson Bay Capital Management | ADDED | 15,000 | 75,000 | $5.8M |
| 2025-12-31 → 2026-03-31 | Castle Hook Partners | NEW | 0 | 11,269 | $1.2M |
| 2025-12-31 → 2026-03-31 | 1832 Asset Management | ADDED | 2,373,723 | 2,542,730 | -$36.3M |
| 2025-09-30 → 2025-12-31 | Renaissance Technologies | NEW | 0 | 558,066 | $69.9M |
| 2025-09-30 → 2025-12-31 | Citadel Advisors | ADDED | 3,340,201 | 5,187,434 | $202.5M |
| 2025-09-30 → 2025-12-31 | Bridgewater Associates | ADDED | 119,235 | 122,694 | -$0.6M |
| 2025-09-30 → 2025-12-31 | Point72 Asset Management | ADDED | 6,000 | 412,400 | $50.9M |
| 2025-09-30 → 2025-12-31 | D. E. Shaw & Co. | ADDED | 562,142 | 2,040,691 | $180.4M |
| 2025-09-30 → 2025-12-31 | Two Sigma Investments | CLOSED | 30,100 | 0 | -$4.0M |
| 2025-09-30 → 2025-12-31 | Millennium Management | ADDED | 1,816,229 | 2,252,341 | $38.9M |
| 2025-09-30 → 2025-12-31 | Fisher Asset Management | TRIMMED | 12,032,884 | 11,440,255 | -$178.3M |
| 2025-09-30 → 2025-12-31 | AQR Capital Management | TRIMMED | 1,159,579 | 1,078,593 | -$19.2M |
| 2025-09-30 → 2025-12-31 | Adage Capital Partners | TRIMMED | 2,296,987 | 1,681,202 | -$97.0M |
| 2025-09-30 → 2025-12-31 | Norges Bank Investment Management | NEW | 0 | 23,456,714 | $2,938.9M |
| 2025-09-30 → 2025-12-31 | Marshall Wace | NEW | 0 | 58,587 | $7.3M |
| 2025-09-30 → 2025-12-31 | Capital Research Global Investors | ADDED | 38,768,839 | 39,169,239 | -$285.2M |
| 2025-09-30 → 2025-12-31 | Neuberger Berman | TRIMMED | 5,236,100 | 4,755,148 | -$105.5M |
| 2025-09-30 → 2025-12-31 | Blackstone | ADDED | 8,154 | 22,858 | $1.8M |
| 2025-09-30 → 2025-12-31 | Polen Capital Management | TRIMMED | 7,420,604 | 3,962,230 | -$497.5M |
| 2025-09-30 → 2025-12-31 | Ancora Advisors | TRIMMED | 56,125 | 55,712 | -$0.5M |
| 2025-09-30 → 2025-12-31 | Arrowstreet Capital | ADDED | 1,138,787 | 1,741,820 | $65.7M |
| 2025-09-30 → 2025-12-31 | Diamond Hill Capital Management | TRIMMED | 5,603,583 | 5,169,513 | -$102.9M |
| 2025-09-30 → 2025-12-31 | Clearbridge Investments | TRIMMED | 52,270 | 52,135 | -$0.5M |
| 2025-09-30 → 2025-12-31 | Geode Capital Management | TRIMMED | 38,541,894 | 38,407,499 | -$347.6M |
| 2025-09-30 → 2025-12-31 | Capital World Investors | TRIMMED | 8,927,102 | 8,466,861 | -$134.9M |
| 2025-09-30 → 2025-12-31 | PrimeCap Management | TRIMMED | 810,390 | 762,820 | -$13.0M |
| 2025-09-30 → 2025-12-31 | Loomis Sayles | TRIMMED | 24,393 | 400 | -$3.2M |
| 2025-09-30 → 2025-12-31 | Charles Schwab Investment Management | ADDED | 13,137,337 | 13,189,528 | -$107.1M |
| 2025-09-30 → 2025-12-31 | Victory Capital Management | TRIMMED | 724,092 | 610,970 | -$20.4M |
| 2025-09-30 → 2025-12-31 | Chilton Investment Company | TRIMMED | 25,916 | 24,297 | -$0.4M |
| 2025-09-30 → 2025-12-31 | OrbiMed Advisors | CLOSED | 150,000 | 0 | -$20.1M |
| 2025-09-30 → 2025-12-31 | Verition Fund Management | TRIMMED | 136,484 | 37,656 | -$13.6M |
| 2025-09-30 → 2025-12-31 | Walleye Capital | ADDED | 343,754 | 465,866 | $12.3M |
| 2025-09-30 → 2025-12-31 | Squarepoint Ops | ADDED | 169,424 | 256,940 | $9.5M |
| 2025-09-30 → 2025-12-31 | Schonfeld Strategic Advisors | TRIMMED | 25,874 | 19,816 | -$1.0M |
| 2025-09-30 → 2025-12-31 | Voleon Capital Management | ADDED | 41,387 | 87,300 | $5.4M |
| 2025-09-30 → 2025-12-31 | Qube Research & Technologies | TRIMMED | 202,300 | 197,800 | -$2.3M |
| 2025-09-30 → 2025-12-31 | Capstone Investment Advisors | TRIMMED | 241,025 | 185,493 | -$9.0M |
| 2025-09-30 → 2025-12-31 | Man Group | ADDED | 54,179 | 60,273 | $0.3M |
| 2025-09-30 → 2025-12-31 | Hudson Bay Capital Management | TRIMMED | 117,285 | 15,000 | -$13.8M |
| 2025-09-30 → 2025-12-31 | 1832 Asset Management | ADDED | 198,518 | 2,373,723 | $270.8M |
| 2025-06-30 → 2025-09-30 | Citadel Advisors | ADDED | 3,061,400 | 3,340,201 | $31.0M |
| 2025-06-30 → 2025-09-30 | Bridgewater Associates | ADDED | 56,890 | 119,235 | $8.2M |
| 2025-06-30 → 2025-09-30 | Point72 Asset Management | ADDED | 4,500 | 6,000 | $0.2M |
| 2025-06-30 → 2025-09-30 | D. E. Shaw & Co. | ADDED | 125,379 | 562,142 | $58.2M |
| 2025-06-30 → 2025-09-30 | Two Sigma Investments | ADDED | 25,752 | 30,100 | $0.5M |
| 2025-06-30 → 2025-09-30 | Millennium Management | ADDED | 1,409,829 | 1,816,229 | $51.5M |
| 2025-06-30 → 2025-09-30 | Fisher Asset Management | ADDED | 11,862,823 | 12,032,884 | -$1.8M |
| 2025-06-30 → 2025-09-30 | AQR Capital Management | TRIMMED | 1,863,869 | 1,159,579 | -$97.5M |
| 2025-06-30 → 2025-09-30 | Farallon Capital Management | CLOSED | 136,000 | 0 | -$18.5M |
| 2025-06-30 → 2025-09-30 | Adage Capital Partners | ADDED | 1,597,715 | 2,296,987 | $90.4M |
| 2025-06-30 → 2025-09-30 | Norges Bank Investment Management | CLOSED | 22,249,689 | 0 | -$3,026.2M |
| 2025-06-30 → 2025-09-30 | Capital Research Global Investors | TRIMMED | 41,766,185 | 38,768,839 | -$487.9M |
| 2025-06-30 → 2025-09-30 | Harris Associates | TRIMMED | 2,071 | 2,046 | -$0.0M |
| 2025-06-30 → 2025-09-30 | Neuberger Berman | ADDED | 4,978,899 | 5,236,100 | $24.2M |
| 2025-06-30 → 2025-09-30 | Blackstone | NEW | 0 | 8,154 | $1.1M |
| 2025-06-30 → 2025-09-30 | Polen Capital Management | TRIMMED | 10,669,498 | 7,420,604 | -$457.2M |
| 2025-06-30 → 2025-09-30 | Suvretta Capital (now Montanova Capital) | ADDED | 40,520 | 51,020 | $1.3M |
| 2025-06-30 → 2025-09-30 | Ancora Advisors | TRIMMED | 56,636 | 56,125 | -$0.2M |
| 2025-06-30 → 2025-09-30 | Arrowstreet Capital | ADDED | 509,565 | 1,138,787 | $83.2M |
| 2025-06-30 → 2025-09-30 | Diamond Hill Capital Management | TRIMMED | 5,912,808 | 5,603,583 | -$53.7M |
| 2025-06-30 → 2025-09-30 | Clearbridge Investments | ADDED | 52,070 | 52,270 | -$0.1M |
| 2025-06-30 → 2025-09-30 | Geode Capital Management | ADDED | 38,293,067 | 38,541,894 | -$46.4M |
| 2025-06-30 → 2025-09-30 | Capital World Investors | ADDED | 8,883,526 | 8,927,102 | -$12.5M |
| 2025-06-30 → 2025-09-30 | PrimeCap Management | TRIMMED | 875,490 | 810,390 | -$10.5M |
| 2025-06-30 → 2025-09-30 | Loomis Sayles | TRIMMED | 47,552 | 24,393 | -$3.2M |
| 2025-06-30 → 2025-09-30 | Charles Schwab Investment Management | TRIMMED | 13,177,029 | 13,137,337 | -$32.6M |
| 2025-06-30 → 2025-09-30 | Victory Capital Management | TRIMMED | 797,542 | 724,092 | -$11.5M |
| 2025-06-30 → 2025-09-30 | Chilton Investment Company | ADDED | 21,685 | 25,916 | $0.5M |
| 2025-06-30 → 2025-09-30 | OrbiMed Advisors | NEW | 0 | 150,000 | $20.1M |
| 2025-06-30 → 2025-09-30 | Verition Fund Management | TRIMMED | 241,277 | 136,484 | -$14.5M |
| 2025-06-30 → 2025-09-30 | Walleye Capital | ADDED | 309,755 | 343,754 | $3.9M |
| 2025-06-30 → 2025-09-30 | Squarepoint Ops | TRIMMED | 999,091 | 169,424 | -$113.2M |
| 2025-06-30 → 2025-09-30 | Schonfeld Strategic Advisors | TRIMMED | 71,744 | 25,874 | -$6.3M |
| 2025-06-30 → 2025-09-30 | Voleon Capital Management | ADDED | 18,776 | 41,387 | $3.0M |
| 2025-06-30 → 2025-09-30 | Qube Research & Technologies | TRIMMED | 388,100 | 202,300 | -$25.7M |
| 2025-06-30 → 2025-09-30 | Capstone Investment Advisors | ADDED | 196,300 | 241,025 | $5.6M |
| 2025-06-30 → 2025-09-30 | Man Group | TRIMMED | 85,198 | 54,179 | -$4.3M |
| 2025-06-30 → 2025-09-30 | Hudson Bay Capital Management | ADDED | 59,725 | 117,285 | $7.6M |
| 2025-06-30 → 2025-09-30 | 1832 Asset Management | TRIMMED | 322,043 | 198,518 | -$17.2M |
| 2025-03-31 → 2025-06-30 | Citadel Advisors | ADDED | 2,872,100 | 3,061,400 | $35.4M |
| 2025-03-31 → 2025-06-30 | Bridgewater Associates | TRIMMED | 72,830 | 56,890 | -$1.9M |
| 2025-03-31 → 2025-06-30 | Point72 Asset Management | TRIMMED | 140,200 | 4,500 | -$18.0M |
| 2025-03-31 → 2025-06-30 | D. E. Shaw & Co. | ADDED | 94,930 | 125,379 | $4.5M |
| 2025-03-31 → 2025-06-30 | Two Sigma Investments | TRIMMED | 27,387 | 25,752 | -$0.1M |
| 2025-03-31 → 2025-06-30 | Millennium Management | TRIMMED | 2,570,320 | 1,409,829 | -$149.2M |
| 2025-03-31 → 2025-06-30 | Fisher Asset Management | ADDED | 11,653,213 | 11,862,823 | $67.7M |
| 2025-03-31 → 2025-06-30 | AQR Capital Management | ADDED | 1,716,693 | 1,863,869 | $24.8M |
| 2025-03-31 → 2025-06-30 | Farallon Capital Management | TRIMMED | 333,000 | 136,000 | -$25.7M |
| 2025-03-31 → 2025-06-30 | Adage Capital Partners | ADDED | 1,417,664 | 1,597,715 | $29.3M |
| 2025-03-31 → 2025-06-30 | Norges Bank Investment Management | NEW | 0 | 22,249,689 | $3,026.2M |
| 2025-03-31 → 2025-06-30 | Marshall Wace | CLOSED | 156,935 | 0 | -$20.8M |
| 2025-03-31 → 2025-06-30 | Capital Research Global Investors | TRIMMED | 50,734,446 | 41,766,185 | -$1,049.3M |
| 2025-03-31 → 2025-06-30 | Harris Associates | NEW | 0 | 2,071 | $0.3M |
| 2025-03-31 → 2025-06-30 | Neuberger Berman | ADDED | 4,337,753 | 4,978,899 | $102.0M |
| 2025-03-31 → 2025-06-30 | Polen Capital Management | TRIMMED | 11,385,577 | 10,669,498 | -$59.1M |
| 2025-03-31 → 2025-06-30 | Suvretta Capital (now Montanova Capital) | TRIMMED | 58,820 | 40,520 | -$2.3M |
| 2025-03-31 → 2025-06-30 | Ancora Advisors | TRIMMED | 58,799 | 56,636 | -$0.1M |
| 2025-03-31 → 2025-06-30 | Arrowstreet Capital | ADDED | 217,578 | 509,565 | $40.4M |
| 2025-03-31 → 2025-06-30 | Diamond Hill Capital Management | TRIMMED | 6,073,765 | 5,912,808 | -$1.5M |
| 2025-03-31 → 2025-06-30 | Clearbridge Investments | ADDED | 51,484 | 52,070 | $0.3M |
| 2025-03-31 → 2025-06-30 | Brown Capital Management | CLOSED | 5,841 | 0 | -$0.8M |
| 2025-03-31 → 2025-06-30 | Geode Capital Management | ADDED | 36,902,513 | 38,293,067 | $306.1M |
| 2025-03-31 → 2025-06-30 | Capital World Investors | TRIMMED | 9,005,989 | 8,883,526 | $13.6M |
| 2025-03-31 → 2025-06-30 | PrimeCap Management | TRIMMED | 882,570 | 875,490 | $2.0M |
| 2025-03-31 → 2025-06-30 | Loomis Sayles | ADDED | 34,613 | 47,552 | $6.5M |
| 2025-03-31 → 2025-06-30 | Charles Schwab Investment Management | ADDED | 13,108,416 | 13,177,029 | $53.4M |
| 2025-03-31 → 2025-06-30 | Victory Capital Management | ADDED | 575,204 | 797,542 | $32.2M |
| 2025-03-31 → 2025-06-30 | Chilton Investment Company | TRIMMED | 21,724 | 21,685 | $0.1M |
| 2025-03-31 → 2025-06-30 | Verition Fund Management | ADDED | 214,614 | 241,277 | $4.3M |
| 2025-03-31 → 2025-06-30 | Walleye Capital | TRIMMED | 369,693 | 309,755 | -$6.9M |
| 2025-03-31 → 2025-06-30 | Squarepoint Ops | ADDED | 634,687 | 999,091 | $51.7M |
| 2025-03-31 → 2025-06-30 | Schonfeld Strategic Advisors | ADDED | 16,718 | 71,744 | $7.5M |
| 2025-03-31 → 2025-06-30 | Voleon Capital Management | ADDED | 8,297 | 18,776 | $1.5M |
| 2024-12-31 → 2025-06-30 | Qube Research & Technologies | TRIMMED | 837,815 | 388,100 | -$42.0M |
| 2025-03-31 → 2025-06-30 | Capstone Investment Advisors | TRIMMED | 333,366 | 196,300 | -$17.5M |
| 2025-03-31 → 2025-06-30 | Man Group | TRIMMED | 365,043 | 85,198 | -$36.8M |
| 2025-03-31 → 2025-06-30 | Hudson Bay Capital Management | ADDED | 9,833 | 59,725 | $6.8M |
| 2025-03-31 → 2025-06-30 | 1832 Asset Management | TRIMMED | 386,417 | 322,043 | -$7.5M |
| 2024-12-31 → 2025-03-31 | Citadel Advisors | TRIMMED | 5,002,100 | 2,872,100 | -$184.8M |
| 2024-12-31 → 2025-03-31 | Bridgewater Associates | TRIMMED | 191,726 | 72,830 | -$12.0M |
| 2024-12-31 → 2025-03-31 | Point72 Asset Management | TRIMMED | 233,300 | 140,200 | -$7.8M |
| 2024-12-31 → 2025-03-31 | D. E. Shaw & Co. | ADDED | 73,556 | 94,930 | $4.3M |
| 2024-12-31 → 2025-03-31 | Two Sigma Investments | TRIMMED | 305,352 | 27,387 | -$30.9M |
| 2024-12-31 → 2025-03-31 | Millennium Management | ADDED | 1,435,409 | 2,570,320 | $178.6M |
| 2024-12-31 → 2025-03-31 | Fisher Asset Management | ADDED | 11,277,123 | 11,653,213 | $270.2M |
| 2024-12-31 → 2025-03-31 | AQR Capital Management | ADDED | 1,494,128 | 1,716,693 | $58.1M |
| 2024-12-31 → 2025-03-31 | Farallon Capital Management | NEW | 0 | 333,000 | $44.2M |
| 2024-12-31 → 2025-03-31 | Adage Capital Partners | ADDED | 1,150,614 | 1,417,664 | $57.9M |
| 2024-12-31 → 2025-03-31 | Norges Bank Investment Management | CLOSED | 20,983,649 | 0 | -$2,373.5M |
| 2024-12-31 → 2025-03-31 | Marshall Wace | TRIMMED | 300,000 | 156,935 | -$13.1M |
| 2024-12-31 → 2025-03-31 | Capital Research Global Investors | TRIMMED | 54,097,005 | 50,734,446 | $611.0M |
| 2024-12-31 → 2025-03-31 | Neuberger Berman | ADDED | 2,905,507 | 4,337,753 | $246.5M |
| 2024-12-31 → 2025-03-31 | Polen Capital Management | TRIMMED | 12,688,363 | 11,385,577 | $75.1M |
| 2024-12-31 → 2025-03-31 | Suvretta Capital (now Montanova Capital) | ADDED | 33,520 | 58,820 | $4.0M |
| 2024-12-31 → 2025-03-31 | Ancora Advisors | ADDED | 56,819 | 58,799 | $1.4M |
| 2024-12-31 → 2025-03-31 | Arrowstreet Capital | TRIMMED | 230,128 | 217,578 | $2.8M |
| 2024-12-31 → 2025-03-31 | Vulcan Value Partners | CLOSED | 370,518 | 0 | -$41.9M |
| 2024-12-31 → 2025-03-31 | Diamond Hill Capital Management | TRIMMED | 6,551,533 | 6,073,765 | $64.6M |
| 2024-12-31 → 2025-03-31 | Clearbridge Investments | TRIMMED | 77,816 | 51,484 | -$2.0M |
| 2024-12-31 → 2025-03-31 | Brown Capital Management | TRIMMED | 7,776 | 5,841 | -$0.1M |
| 2024-12-31 → 2025-03-31 | Geode Capital Management | ADDED | 35,668,834 | 36,902,513 | $855.4M |
| 2024-12-31 → 2025-03-31 | Capital World Investors | ADDED | 1,338,641 | 9,005,989 | $1,043.2M |
| 2024-12-31 → 2025-03-31 | PrimeCap Management | TRIMMED | 898,150 | 882,570 | $15.5M |
| 2024-12-31 → 2025-03-31 | Loomis Sayles | TRIMMED | 97,971 | 34,613 | -$0.0M |
| 2024-12-31 → 2025-03-31 | Charles Schwab Investment Management | ADDED | 12,940,321 | 13,108,416 | $275.2M |
| 2024-12-31 → 2025-03-31 | Victory Capital Management | TRIMMED | 585,454 | 575,204 | $10.1M |
| 2024-12-31 → 2025-03-31 | Chilton Investment Company | ADDED | 21,035 | 21,724 | $0.5M |
| 2024-12-31 → 2025-03-31 | Moore Capital Management | CLOSED | 43,000 | 0 | -$4.9M |
| 2024-12-31 → 2025-03-31 | Verition Fund Management | ADDED | 109,690 | 214,614 | $16.1M |
| 2024-12-31 → 2025-03-31 | Walleye Capital | TRIMMED | 374,538 | 369,693 | $6.7M |
| 2024-12-31 → 2025-03-31 | Squarepoint Ops | ADDED | 287,102 | 634,687 | $51.7M |
| 2024-12-31 → 2025-03-31 | Schonfeld Strategic Advisors | TRIMMED | 19,373 | 16,718 | $0.0M |
| 2024-12-31 → 2025-03-31 | Voleon Capital Management | ADDED | 2,416 | 8,297 | $0.8M |
| 2024-12-31 → 2025-03-31 | Capstone Investment Advisors | TRIMMED | 510,264 | 333,366 | -$13.5M |
| 2024-12-31 → 2025-03-31 | Man Group | ADDED | 316,281 | 365,043 | $12.6M |
| 2024-12-31 → 2025-03-31 | Hudson Bay Capital Management | NEW | 0 | 9,833 | $1.3M |
| 2024-12-31 → 2025-03-31 | 1832 Asset Management | ADDED | 250,519 | 386,417 | $22.9M |
| 2024-09-30 → 2024-12-31 | Citadel Advisors | ADDED | 3,238,453 | 5,002,100 | $196.6M |
| 2024-09-30 → 2024-12-31 | Bridgewater Associates | TRIMMED | 707,615 | 191,726 | -$59.0M |
| 2024-09-30 → 2024-12-31 | Point72 Asset Management | ADDED | 195,300 | 233,300 | $4.1M |
| 2024-09-30 → 2024-12-31 | D. E. Shaw & Co. | TRIMMED | 96,479 | 73,556 | -$2.7M |
| 2024-09-30 → 2024-12-31 | Two Sigma Investments | TRIMMED | 1,926,548 | 305,352 | -$185.1M |
| 2024-09-30 → 2024-12-31 | Millennium Management | TRIMMED | 3,027,734 | 1,435,409 | -$182.8M |
| 2024-09-30 → 2024-12-31 | Fisher Asset Management | ADDED | 11,102,204 | 11,277,123 | $9.8M |
| 2024-09-30 → 2024-12-31 | AQR Capital Management | ADDED | 1,327,786 | 1,494,128 | $19.2M |
| 2024-09-30 → 2024-12-31 | Adage Capital Partners | TRIMMED | 1,490,064 | 1,150,614 | -$39.7M |
| 2024-09-30 → 2024-12-31 | Norges Bank Investment Management | NEW | 0 | 20,983,649 | $2,373.5M |
| 2024-09-30 → 2024-12-31 | Marshall Wace | ADDED | 123,227 | 300,000 | $19.9M |
| 2024-09-30 → 2024-12-31 | Capital Research Global Investors | ADDED | 53,301,932 | 54,097,005 | $42.0M |
| 2024-09-30 → 2024-12-31 | Neuberger Berman | ADDED | 2,507,172 | 2,905,507 | $42.8M |
| 2024-09-30 → 2024-12-31 | Polen Capital Management | TRIMMED | 13,937,610 | 12,688,363 | -$153.8M |
| 2024-09-30 → 2024-12-31 | Ancora Advisors | TRIMMED | 57,702 | 56,819 | -$0.2M |
| 2024-09-30 → 2024-12-31 | Arrowstreet Capital | TRIMMED | 2,530,201 | 230,128 | -$262.4M |
| 2024-09-30 → 2024-12-31 | Aristotle Capital Management | TRIMMED | 54,757 | 54,257 | -$0.1M |
| 2024-09-30 → 2024-12-31 | Vulcan Value Partners | TRIMMED | 388,122 | 370,518 | -$2.3M |
| 2024-09-30 → 2024-12-31 | Diamond Hill Capital Management | TRIMMED | 6,683,586 | 6,551,533 | -$21.0M |
| 2024-09-30 → 2024-12-31 | Clearbridge Investments | TRIMMED | 77,883 | 77,816 | -$0.1M |
| 2024-09-30 → 2024-12-31 | Brown Capital Management | TRIMMED | 7,846 | 7,776 | -$0.0M |
| 2024-09-30 → 2024-12-31 | Geode Capital Management | ADDED | 34,903,198 | 35,668,834 | $59.1M |
| 2024-09-30 → 2024-12-31 | Capital World Investors | ADDED | 1,337,231 | 1,338,641 | -$1.0M |
| 2024-09-30 → 2024-12-31 | PrimeCap Management | TRIMMED | 919,460 | 898,150 | -$3.2M |
| 2024-09-30 → 2024-12-31 | Loomis Sayles | TRIMMED | 99,116 | 97,971 | -$0.0M |
| 2024-09-30 → 2024-12-31 | Charles Schwab Investment Management | ADDED | 12,609,477 | 12,940,321 | $26.1M |
| 2024-09-30 → 2024-12-31 | Victory Capital Management | TRIMMED | 598,465 | 585,454 | -$2.0M |
| 2024-09-30 → 2024-12-31 | Chilton Investment Company | ADDED | 20,677 | 21,035 | $0.0M |
| 2024-09-30 → 2024-12-31 | Moore Capital Management | NEW | 0 | 43,000 | $4.9M |
| 2024-09-30 → 2024-12-31 | Verition Fund Management | ADDED | 100,632 | 109,690 | $0.9M |
| 2024-09-30 → 2024-12-31 | Walleye Capital | TRIMMED | 483,407 | 374,538 | -$12.7M |
| 2024-09-30 → 2024-12-31 | Squarepoint Ops | TRIMMED | 1,074,953 | 287,102 | -$90.1M |
| 2024-09-30 → 2024-12-31 | Schonfeld Strategic Advisors | TRIMMED | 21,711 | 19,373 | -$0.3M |
| 2023-09-30 → 2024-12-31 | Voleon Capital Management | NEW | 0 | 2,416 | $0.3M |
| 2024-09-30 → 2024-12-31 | Qube Research & Technologies | TRIMMED | 2,038,469 | 837,815 | -$137.6M |
| 2024-09-30 → 2024-12-31 | Capstone Investment Advisors | ADDED | 343,629 | 510,264 | $18.5M |
| 2024-09-30 → 2024-12-31 | Graham Capital Management | CLOSED | 4,860 | 0 | -$0.6M |
| 2024-09-30 → 2024-12-31 | Man Group | ADDED | 282,388 | 316,281 | $3.6M |
| 2024-09-30 → 2024-12-31 | 1832 Asset Management | TRIMMED | 264,774 | 250,519 | -$1.9M |
| 2024-06-30 → 2024-09-30 | Renaissance Technologies | CLOSED | 1,562,366 | 0 | -$162.3M |
| 2024-06-30 → 2024-09-30 | Citadel Advisors | TRIMMED | 5,052,925 | 3,238,453 | -$155.8M |
| 2024-06-30 → 2024-09-30 | Bridgewater Associates | TRIMMED | 1,668,469 | 707,615 | -$92.7M |
| 2024-06-30 → 2024-09-30 | Point72 Asset Management | ADDED | 49,700 | 195,300 | $17.1M |
| 2024-06-30 → 2024-09-30 | D. E. Shaw & Co. | TRIMMED | 1,115,584 | 96,479 | -$104.9M |
| 2024-06-30 → 2024-09-30 | Two Sigma Investments | TRIMMED | 2,379,469 | 1,926,548 | -$27.6M |
| 2024-06-30 → 2024-09-30 | Millennium Management | TRIMMED | 3,458,311 | 3,027,734 | -$14.2M |
| 2024-06-30 → 2024-09-30 | Fisher Asset Management | ADDED | 10,516,289 | 11,102,204 | $173.0M |
| 2024-06-30 → 2024-09-30 | AQR Capital Management | ADDED | 871,196 | 1,327,786 | $59.4M |
| 2024-06-30 → 2024-09-30 | Adage Capital Partners | TRIMMED | 1,654,664 | 1,490,064 | -$2.1M |
| 2024-06-30 → 2024-09-30 | Norges Bank Investment Management | CLOSED | 20,356,932 | 0 | -$2,115.3M |
| 2024-06-30 → 2024-09-30 | Marshall Wace | TRIMMED | 216,337 | 123,227 | -$8.4M |
| 2024-06-30 → 2024-09-30 | Capital Research Global Investors | TRIMMED | 57,237,592 | 53,301,932 | $129.3M |
| 2024-06-30 → 2024-09-30 | Neuberger Berman | ADDED | 1,384,273 | 2,507,172 | $142.0M |
| 2024-06-30 → 2024-09-30 | Polen Capital Management | TRIMMED | 15,305,822 | 13,937,610 | -$1.4M |
| 2024-06-30 → 2024-09-30 | Ancora Advisors | TRIMMED | 57,894 | 57,702 | $0.6M |
| 2024-06-30 → 2024-09-30 | Arrowstreet Capital | ADDED | 2,300,389 | 2,530,201 | $288.2M |
| 2024-06-30 → 2024-09-30 | Vulcan Value Partners | TRIMMED | 500,469 | 388,122 | $44.2M |
| 2024-06-30 → 2024-09-30 | Diamond Hill Capital Management | ADDED | 6,158,903 | 6,683,586 | $122.0M |
| 2024-06-30 → 2024-09-30 | Clearbridge Investments | TRIMMED | 78,019 | 77,883 | $0.8M |
| 2024-06-30 → 2024-09-30 | Brown Capital Management | TRIMMED | 7,996 | 7,846 | $0.1M |
| 2024-06-30 → 2024-09-30 | Geode Capital Management | ADDED | 34,414,434 | 34,903,198 | $398.7M |
| 2024-06-30 → 2024-09-30 | Capital World Investors | NEW | 0 | 1,337,231 | $152.4M |
| 2024-06-30 → 2024-09-30 | PrimeCap Management | TRIMMED | 930,926 | 919,460 | $8.1M |
| 2024-06-30 → 2024-09-30 | Loomis Sayles | ADDED | 67,095 | 99,116 | $0.0M |
| 2024-06-30 → 2024-09-30 | Charles Schwab Investment Management | TRIMMED | 12,619,799 | 12,609,477 | $126.3M |
| 2024-06-30 → 2024-09-30 | Victory Capital Management | TRIMMED | 654,181 | 598,465 | $0.3M |
| 2024-06-30 → 2024-09-30 | Chilton Investment Company | TRIMMED | 20,924 | 20,677 | $0.2M |
| 2024-06-30 → 2024-09-30 | Verition Fund Management | TRIMMED | 134,531 | 100,632 | -$2.5M |
| 2024-06-30 → 2024-09-30 | Walleye Capital | TRIMMED | 502,473 | 483,407 | $2.9M |
| 2024-06-30 → 2024-09-30 | Squarepoint Ops | TRIMMED | 1,305,998 | 1,074,953 | -$13.2M |
| 2024-06-30 → 2024-09-30 | Schonfeld Strategic Advisors | TRIMMED | 78,750 | 21,711 | -$5.7M |
| 2024-06-30 → 2024-09-30 | Qube Research & Technologies | TRIMMED | 3,666,757 | 2,038,469 | -$148.6M |
| 2024-06-30 → 2024-09-30 | Capstone Investment Advisors | TRIMMED | 368,661 | 343,629 | $0.9M |
| 2024-06-30 → 2024-09-30 | Graham Capital Management | TRIMMED | 5,863 | 4,860 | -$0.1M |
| 2024-06-30 → 2024-09-30 | Man Group | TRIMMED | 397,085 | 282,388 | -$9.1M |
| 2024-06-30 → 2024-09-30 | Hudson Bay Capital Management | CLOSED | 45,000 | 0 | -$4.7M |
| 2024-06-30 → 2024-09-30 | 1832 Asset Management | ADDED | 161,505 | 264,774 | $13.4M |
| 2024-03-31 → 2024-06-30 | Renaissance Technologies | ADDED | 836,766 | 1,562,366 | $162.3M |
| 2024-03-31 → 2024-06-30 | Citadel Advisors | ADDED | 3,164,569 | 5,052,925 | $165.4M |
| 2024-03-31 → 2024-06-30 | Bridgewater Associates | TRIMMED | 1,736,157 | 1,668,469 | -$24.0M |
| 2024-03-31 → 2024-06-30 | Point72 Asset Management | TRIMMED | 86,400 | 49,700 | -$4.7M |
| 2024-03-31 → 2024-06-30 | D. E. Shaw & Co. | ADDED | 276,029 | 1,115,584 | $84.5M |
| 2024-03-31 → 2024-06-30 | Two Sigma Investments | ADDED | 1,558,875 | 2,379,469 | $70.1M |
| 2024-03-31 → 2024-06-30 | Millennium Management | ADDED | 2,294,429 | 3,458,311 | $98.6M |
| 2024-03-31 → 2024-06-30 | Fisher Asset Management | ADDED | 10,191,809 | 10,516,289 | -$65.7M |
| 2024-03-31 → 2024-06-30 | AQR Capital Management | ADDED | 832,520 | 871,196 | -$4.0M |
| 2024-03-31 → 2024-06-30 | Adage Capital Partners | ADDED | 1,579,064 | 1,654,664 | -$7.5M |
| 2024-03-31 → 2024-06-30 | Norges Bank Investment Management | NEW | 0 | 20,356,932 | $2,115.3M |
| 2024-03-31 → 2024-06-30 | Marshall Wace | ADDED | 22,800 | 216,337 | $20.1M |
| 2024-03-31 → 2024-06-30 | Capital Research Global Investors | TRIMMED | 83,984,731 | 57,237,592 | -$3,598.1M |
| 2024-03-31 → 2024-06-30 | Neuberger Berman | TRIMMED | 1,449,040 | 1,384,273 | -$20.8M |
| 2024-03-31 → 2024-06-30 | Polen Capital Management | TRIMMED | 16,141,237 | 15,305,822 | -$244.2M |
| 2024-03-31 → 2024-06-30 | Ancora Advisors | TRIMMED | 60,021 | 57,894 | -$0.8M |
| 2024-03-31 → 2024-06-30 | Arrowstreet Capital | ADDED | 1,518,458 | 2,300,389 | $0.1M |
| 2024-03-31 → 2024-06-30 | Vulcan Value Partners | TRIMMED | 568,260 | 500,469 | -$0.0M |
| 2024-03-31 → 2024-06-30 | Gardner Russo & Quinn | TRIMMED | 11,610 | 11,510 | -$0.1M |
| 2024-03-31 → 2024-06-30 | Diamond Hill Capital Management | ADDED | 5,144,482 | 6,158,903 | $55.2M |
| 2024-03-31 → 2024-06-30 | Clearbridge Investments | TRIMMED | 80,562 | 78,019 | -$1.0M |
| 2024-03-31 → 2024-06-30 | Brown Capital Management | TRIMMED | 9,315 | 7,996 | -$0.2M |
| 2024-03-31 → 2024-06-30 | Geode Capital Management | ADDED | 33,733,715 | 34,414,434 | -$257.8M |
| 2024-03-31 → 2024-06-30 | PrimeCap Management | TRIMMED | 942,331 | 930,926 | -$10.4M |
| 2024-03-31 → 2024-06-30 | Loomis Sayles | ADDED | 53,487 | 67,095 | $0.0M |
| 2024-03-31 → 2024-06-30 | Charles Schwab Investment Management | ADDED | 12,367,277 | 12,619,799 | -$80.4M |
| 2024-03-31 → 2024-06-30 | Victory Capital Management | TRIMMED | 703,433 | 654,181 | -$12.0M |
| 2024-03-31 → 2024-06-30 | Chilton Investment Company | TRIMMED | 29,599 | 20,924 | -$1.2M |
| 2024-03-31 → 2024-06-30 | Verition Fund Management | TRIMMED | 156,082 | 134,531 | -$3.8M |
| 2024-03-31 → 2024-06-30 | Walleye Capital | ADDED | 440,939 | 502,473 | $2.1M |
| 2024-03-31 → 2024-06-30 | Squarepoint Ops | ADDED | 741,943 | 1,305,998 | $51.4M |
| 2024-03-31 → 2024-06-30 | Schonfeld Strategic Advisors | TRIMMED | 103,010 | 78,750 | -$3.5M |
| 2024-03-31 → 2024-06-30 | Qube Research & Technologies | ADDED | 1,841,551 | 3,666,757 | $171.7M |
| 2024-03-31 → 2024-06-30 | Capstone Investment Advisors | ADDED | 186,709 | 368,661 | $17.1M |
| 2024-03-31 → 2024-06-30 | Graham Capital Management | NEW | 0 | 5,863 | $0.6M |
| 2024-03-31 → 2024-06-30 | Man Group | ADDED | 184,169 | 397,085 | $20.3M |
| 2024-03-31 → 2024-06-30 | Hudson Bay Capital Management | NEW | 0 | 45,000 | $4.7M |
| 2024-03-31 → 2024-06-30 | 1832 Asset Management | ADDED | 74,798 | 161,505 | $8.3M |
| 2023-12-31 → 2024-03-31 | Renaissance Technologies | NEW | 0 | 836,766 | $0.1M |
| 2023-12-31 → 2024-03-31 | Citadel Advisors | TRIMMED | 3,785,884 | 3,164,569 | -$57.0M |
| 2023-12-31 → 2024-03-31 | Bridgewater Associates | TRIMMED | 1,897,219 | 1,736,157 | -$11.5M |
| 2023-12-31 → 2024-03-31 | Point72 Asset Management | TRIMMED | 504,763 | 86,400 | -$45.7M |
| 2023-12-31 → 2024-03-31 | D. E. Shaw & Co. | TRIMMED | 282,455 | 276,029 | $0.3M |
| 2023-12-31 → 2024-03-31 | Two Sigma Investments | ADDED | 74,951 | 1,558,875 | $168.9M |
| 2023-12-31 → 2024-03-31 | Millennium Management | ADDED | 1,716,019 | 2,294,429 | $71.9M |
| 2023-12-31 → 2024-03-31 | Fisher Asset Management | ADDED | 9,930,872 | 10,191,809 | $65.3M |
| 2023-12-31 → 2024-03-31 | AQR Capital Management | ADDED | 803,360 | 832,520 | $6.0M |
| 2023-12-31 → 2024-03-31 | Maverick Capital | CLOSED | 24,977 | 0 | -$2.7M |
| 2023-12-31 → 2024-03-31 | Adage Capital Partners | TRIMMED | 1,717,825 | 1,579,064 | -$9.6M |
| 2023-12-31 → 2024-03-31 | Norges Bank Investment Management | CLOSED | 19,222,637 | 0 | -$2,115.8M |
| 2023-12-31 → 2024-03-31 | Marshall Wace | TRIMMED | 482,843 | 22,800 | -$50.8M |
| 2023-12-31 → 2024-03-31 | Capital Research Global Investors | TRIMMED | 86,588,614 | 83,984,731 | $14.9M |
| 2023-12-31 → 2024-03-31 | Neuberger Berman | ADDED | 574,129 | 1,449,040 | $101.5M |
| 2023-12-31 → 2024-03-31 | Polen Capital Management | ADDED | 13,486,848 | 16,141,237 | $350.0M |
| 2023-12-31 → 2024-03-31 | Ancora Advisors | TRIMMED | 62,046 | 60,021 | -$0.0M |
| 2023-12-31 → 2024-03-31 | Arrowstreet Capital | ADDED | 1,087,174 | 1,518,458 | $0.1M |
| 2023-12-31 → 2024-03-31 | Aristotle Capital Management | TRIMMED | 55,057 | 54,757 | $0.2M |
| 2023-12-31 → 2024-03-31 | Vulcan Value Partners | TRIMMED | 665,088 | 568,260 | -$0.0M |
| 2023-12-31 → 2024-03-31 | Diamond Hill Capital Management | TRIMMED | 5,212,206 | 5,144,482 | $11.0M |
| 2023-12-31 → 2024-03-31 | Clearbridge Investments | TRIMMED | 231,552 | 80,562 | -$16.3M |
| 2023-12-31 → 2024-03-31 | Geode Capital Management | ADDED | 32,853,400 | 33,733,715 | $217.7M |
| 2023-12-31 → 2024-03-31 | PrimeCap Management | TRIMMED | 2,858,141 | 942,331 | -$207.5M |
| 2023-12-31 → 2024-03-31 | Loomis Sayles | TRIMMED | 58,108 | 53,487 | -$0.0M |
| 2023-12-31 → 2024-03-31 | Charles Schwab Investment Management | ADDED | 12,360,908 | 12,367,277 | $44.8M |
| 2023-12-31 → 2024-03-31 | Victory Capital Management | ADDED | 665,391 | 703,433 | $6.7M |
| 2023-12-31 → 2024-03-31 | Chilton Investment Company | ADDED | 27,423 | 29,599 | $0.3M |
| 2023-12-31 → 2024-03-31 | Verition Fund Management | ADDED | 33,507 | 156,082 | $14.1M |
| 2023-12-31 → 2024-03-31 | Walleye Capital | TRIMMED | 570,604 | 440,939 | -$12.7M |
| 2023-12-31 → 2024-03-31 | Squarepoint Ops | ADDED | 297,879 | 741,943 | $51.5M |
| 2023-12-31 → 2024-03-31 | Schonfeld Strategic Advisors | ADDED | 87,085 | 103,010 | $2.1M |
| 2023-12-31 → 2024-03-31 | Qube Research & Technologies | ADDED | 385,241 | 1,841,551 | $166.9M |
| 2023-12-31 → 2024-03-31 | Capstone Investment Advisors | TRIMMED | 281,966 | 186,709 | -$9.8M |
| 2023-12-31 → 2024-03-31 | Graham Capital Management | CLOSED | 13,938 | 0 | -$1.5M |
| 2023-12-31 → 2024-03-31 | Man Group | ADDED | 131,340 | 184,169 | $6.5M |
| 2023-12-31 → 2024-03-31 | 1832 Asset Management | TRIMMED | 75,157 | 74,798 | $0.2M |
| 2023-09-30 → 2023-12-31 | Renaissance Technologies | CLOSED | 87,466 | 0 | -$0.0M |
| 2023-09-30 → 2023-12-31 | Citadel Advisors | ADDED | 2,947,315 | 3,785,884 | $131.3M |
| 2023-09-30 → 2023-12-31 | Bridgewater Associates | TRIMMED | 2,074,463 | 1,897,219 | $7.9M |
| 2023-09-30 → 2023-12-31 | Point72 Asset Management | TRIMMED | 724,326 | 504,763 | -$14.6M |
| 2023-09-30 → 2023-12-31 | D. E. Shaw & Co. | TRIMMED | 378,913 | 282,455 | -$5.6M |
| 2023-09-30 → 2023-12-31 | Two Sigma Investments | TRIMMED | 820,088 | 74,951 | -$71.2M |
| 2023-09-30 → 2023-12-31 | Millennium Management | TRIMMED | 2,753,711 | 1,716,019 | -$77.8M |
| 2023-09-30 → 2023-12-31 | Fisher Asset Management | ADDED | 9,694,131 | 9,930,872 | $154.2M |
| 2023-09-30 → 2023-12-31 | AQR Capital Management | TRIMMED | 1,082,269 | 803,360 | -$16.4M |
| 2023-09-30 → 2023-12-31 | Maverick Capital | ADDED | 24,783 | 24,977 | $0.3M |
| 2023-09-30 → 2023-12-31 | Adage Capital Partners | ADDED | 1,403,264 | 1,717,825 | $53.2M |
| 2023-09-30 → 2023-12-31 | Norges Bank Investment Management | NEW | 0 | 19,222,637 | $2,115.8M |
| 2023-09-30 → 2023-12-31 | Marshall Wace | ADDED | 34,048 | 482,843 | $49.8M |
| 2023-09-30 → 2023-12-31 | Capital Research Global Investors | ADDED | 79,060,836 | 86,588,614 | $1,873.7M |
| 2023-09-30 → 2023-12-31 | Neuberger Berman | TRIMMED | 825,231 | 574,129 | -$16.7M |
| 2023-09-30 → 2023-12-31 | Polen Capital Management | ADDED | 13,480,736 | 13,486,848 | $179.0M |
| 2023-09-30 → 2023-12-31 | Suvretta Capital (now Montanova Capital) | ADDED | 20,620 | 33,520 | $1.7M |
| 2023-09-30 → 2023-12-31 | Ancora Advisors | TRIMMED | 62,868 | 62,046 | $0.7M |
| 2023-09-30 → 2023-12-31 | Arrowstreet Capital | ADDED | 817,561 | 1,087,174 | $0.0M |
| 2023-09-30 → 2023-12-31 | Aristotle Capital Management | TRIMMED | 56,667 | 55,057 | $0.6M |
| 2023-09-30 → 2023-12-31 | Vulcan Value Partners | TRIMMED | 726,165 | 665,088 | $0.0M |
| 2023-09-30 → 2023-12-31 | Diamond Hill Capital Management | ADDED | 5,064,080 | 5,212,206 | $83.3M |
| 2023-09-30 → 2023-12-31 | Clearbridge Investments | ADDED | 80,955 | 231,552 | $17.6M |
| 2023-09-30 → 2023-12-31 | Geode Capital Management | ADDED | 32,423,419 | 32,853,400 | $472.6M |
| 2023-09-30 → 2023-12-31 | PrimeCap Management | TRIMMED | 2,935,854 | 2,858,141 | $30.3M |
| 2023-09-30 → 2023-12-31 | Loomis Sayles | ADDED | 31,847 | 58,108 | $0.0M |
| 2023-09-30 → 2023-12-31 | Charles Schwab Investment Management | ADDED | 12,153,877 | 12,360,908 | $182.3M |
| 2023-09-30 → 2023-12-31 | Victory Capital Management | ADDED | 624,689 | 665,391 | $12.7M |
| 2023-09-30 → 2023-12-31 | Chilton Investment Company | ADDED | 23,936 | 27,423 | $0.7M |
| 2023-09-30 → 2023-12-31 | Verition Fund Management | ADDED | 28,991 | 33,507 | $0.9M |
| 2023-09-30 → 2023-12-31 | Walleye Capital | ADDED | 329,675 | 570,604 | $30.9M |
| 2023-09-30 → 2023-12-31 | Squarepoint Ops | ADDED | 150,567 | 297,879 | $18.2M |
| 2023-09-30 → 2023-12-31 | Schonfeld Strategic Advisors | ADDED | 48,663 | 87,085 | $4.9M |
| 2023-09-30 → 2023-12-31 | Qube Research & Technologies | TRIMMED | 1,516,951 | 385,241 | -$104.5M |
| 2023-09-30 → 2023-12-31 | Capstone Investment Advisors | ADDED | 139,825 | 281,966 | $17.5M |
| 2023-09-30 → 2023-12-31 | Graham Capital Management | NEW | 0 | 13,938 | $1.5M |
| 2023-09-30 → 2023-12-31 | Man Group | TRIMMED | 154,772 | 131,340 | -$0.5M |
| 2023-09-30 → 2023-12-31 | 1832 Asset Management | ADDED | 72,095 | 75,157 | $1.3M |