| 2026-03-31 → 2026-06-30 | Renaissance Technologies | CLOSED | 44,229 | 0 | -$0.8M |
| 2026-03-31 → 2026-06-30 | Citadel Advisors | CLOSED | 181,100 | 0 | -$3.1M |
| 2026-03-31 → 2026-06-30 | Bridgewater Associates | NEW | 0 | 115,013 | $1.8M |
| 2026-03-31 → 2026-06-30 | AQR Capital Management | TRIMMED | 103,582 | 47,463 | -$1.0M |
| 2026-03-31 → 2026-06-30 | Marshall Wace | NEW | 0 | 61,863 | $1.0M |
| 2026-03-31 → 2026-06-30 | Capital Research Global Investors | ADDED | 11,260,713 | 11,550,580 | -$9.5M |
| 2026-03-31 → 2026-06-30 | Blackstone | CLOSED | 45,064 | 0 | -$0.8M |
| 2026-03-31 → 2026-06-30 | Polen Capital Management | CLOSED | 33,406 | 0 | -$0.6M |
| 2026-03-31 → 2026-06-30 | Ancora Advisors | TRIMMED | 623,461 | 476,784 | -$3.1M |
| 2026-03-31 → 2026-06-30 | Clearbridge Investments | TRIMMED | 1,891,738 | 1,349,879 | -$11.0M |
| 2026-03-31 → 2026-06-30 | Geode Capital Management | ADDED | 4,177,756 | 4,542,126 | $0.6M |
| 2026-03-31 → 2026-06-30 | Capital World Investors | TRIMMED | 5,188,038 | 4,102,313 | -$23.7M |
| 2026-03-31 → 2026-06-30 | Charles Schwab Investment Management | ADDED | 1,473,259 | 1,503,767 | -$1.4M |
| 2026-03-31 → 2026-06-30 | Victory Capital Management | ADDED | 20,303 | 20,867 | -$0.0M |
| 2026-03-31 → 2026-06-30 | Graham Capital Management | CLOSED | 11,399 | 0 | -$0.2M |
| 2025-12-31 → 2026-03-31 | Renaissance Technologies | TRIMMED | 603,280 | 44,229 | -$10.9M |
| 2025-12-31 → 2026-03-31 | Citadel Advisors | TRIMMED | 244,447 | 181,100 | -$1.6M |
| 2025-12-31 → 2026-03-31 | D. E. Shaw & Co. | CLOSED | 134,336 | 0 | -$2.6M |
| 2025-12-31 → 2026-03-31 | Two Sigma Investments | CLOSED | 909,435 | 0 | -$17.5M |
| 2025-12-31 → 2026-03-31 | Millennium Management | CLOSED | 10,611 | 0 | -$0.2M |
| 2025-12-31 → 2026-03-31 | AQR Capital Management | TRIMMED | 126,697 | 103,582 | -$0.7M |
| 2025-12-31 → 2026-03-31 | Adage Capital Partners | CLOSED | 250,000 | 0 | -$4.8M |
| 2025-12-31 → 2026-03-31 | Starboard Value | NEW | 0 | 5,027,028 | $86.0M |
| 2025-12-31 → 2026-03-31 | Marshall Wace | CLOSED | 65,387 | 0 | -$1.3M |
| 2025-12-31 → 2026-03-31 | Capital Research Global Investors | ADDED | 9,213,355 | 11,260,713 | $25.7M |
| 2025-12-31 → 2026-03-31 | Blackstone | NEW | 0 | 45,064 | $0.8M |
| 2025-12-31 → 2026-03-31 | Polen Capital Management | ADDED | 33,395 | 33,406 | -$0.1M |
| 2025-12-31 → 2026-03-31 | Ancora Advisors | ADDED | 494,071 | 623,461 | $1.1M |
| 2025-12-31 → 2026-03-31 | Arrowstreet Capital | CLOSED | 562,713 | 0 | -$10.8M |
| 2025-12-31 → 2026-03-31 | Clearbridge Investments | ADDED | 731,883 | 1,891,738 | $18.2M |
| 2025-12-31 → 2026-03-31 | Geode Capital Management | ADDED | 1,481,116 | 4,177,756 | $42.9M |
| 2025-12-31 → 2026-03-31 | Capital World Investors | ADDED | 4,590,237 | 5,188,038 | $4.0M |
| 2025-12-31 → 2026-03-31 | Charles Schwab Investment Management | ADDED | 557,970 | 1,473,259 | $14.4M |
| 2025-12-31 → 2026-03-31 | Victory Capital Management | NEW | 0 | 20,303 | $0.3M |
| 2025-12-31 → 2026-03-31 | Caxton Associates | CLOSED | 107,009 | 0 | -$2.1M |
| 2025-12-31 → 2026-03-31 | Verition Fund Management | CLOSED | 203,016 | 0 | -$3.9M |
| 2025-12-31 → 2026-03-31 | Squarepoint Ops | CLOSED | 29,518 | 0 | -$0.6M |
| 2025-12-31 → 2026-03-31 | Voleon Capital Management | CLOSED | 35,215 | 0 | -$0.7M |
| 2025-12-31 → 2026-03-31 | Graham Capital Management | TRIMMED | 13,094 | 11,399 | -$0.1M |
| 2025-09-30 → 2025-12-31 | Renaissance Technologies | TRIMMED | 875,000 | 603,280 | -$6.6M |
| 2025-09-30 → 2025-12-31 | Citadel Advisors | ADDED | 71,200 | 244,447 | $3.2M |
| 2025-09-30 → 2025-12-31 | D. E. Shaw & Co. | NEW | 0 | 134,336 | $2.6M |
| 2025-09-30 → 2025-12-31 | Two Sigma Investments | ADDED | 908,048 | 909,435 | -$1.4M |
| 2025-09-30 → 2025-12-31 | Millennium Management | TRIMMED | 197,921 | 10,611 | -$3.9M |
| 2025-09-30 → 2025-12-31 | AQR Capital Management | ADDED | 84,601 | 126,697 | $0.7M |
| 2025-09-30 → 2025-12-31 | Adage Capital Partners | NEW | 0 | 250,000 | $4.8M |
| 2025-09-30 → 2025-12-31 | Marshall Wace | TRIMMED | 67,500 | 65,387 | -$0.1M |
| 2025-09-30 → 2025-12-31 | Capital Research Global Investors | NEW | 0 | 9,213,355 | $166.8M |
| 2025-09-30 → 2025-12-31 | Ancora Advisors | ADDED | 417,291 | 494,071 | $0.8M |
| 2025-09-30 → 2025-12-31 | Arrowstreet Capital | TRIMMED | 747,858 | 562,713 | -$4.7M |
| 2025-09-30 → 2025-12-31 | Clearbridge Investments | NEW | 0 | 731,883 | $14.1M |
| 2025-09-30 → 2025-12-31 | Geode Capital Management | ADDED | 1,067,696 | 1,481,116 | $6.3M |
| 2025-09-30 → 2025-12-31 | Capital World Investors | ADDED | 1,786,525 | 4,590,237 | $47.5M |
| 2025-09-30 → 2025-12-31 | Charles Schwab Investment Management | ADDED | 386,366 | 557,970 | $2.7M |
| 2025-09-30 → 2025-12-31 | Moore Capital Management | CLOSED | 25,000 | 0 | -$0.5M |
| 2025-09-30 → 2025-12-31 | Caxton Associates | TRIMMED | 137,232 | 107,009 | -$0.8M |
| 2025-09-30 → 2025-12-31 | Verition Fund Management | ADDED | 44,657 | 203,016 | $3.0M |
| 2025-09-30 → 2025-12-31 | Squarepoint Ops | NEW | 0 | 29,518 | $0.6M |
| 2025-09-30 → 2025-12-31 | Voleon Capital Management | ADDED | 31,360 | 35,215 | $0.0M |
| 2025-09-30 → 2025-12-31 | Graham Capital Management | NEW | 0 | 13,094 | $0.3M |
| 2025-06-30 → 2025-09-30 | Renaissance Technologies | ADDED | 849,200 | 875,000 | $6.3M |
| 2025-06-30 → 2025-09-30 | Citadel Advisors | TRIMMED | 187,600 | 71,200 | -$1.2M |
| 2025-06-30 → 2025-09-30 | D. E. Shaw & Co. | CLOSED | 101,668 | 0 | -$1.4M |
| 2025-06-30 → 2025-09-30 | Two Sigma Investments | TRIMMED | 962,340 | 908,048 | $5.3M |
| 2025-06-30 → 2025-09-30 | Millennium Management | NEW | 0 | 197,921 | $4.1M |
| 2025-06-30 → 2025-09-30 | AQR Capital Management | TRIMMED | 96,458 | 84,601 | $0.4M |
| 2025-06-30 → 2025-09-30 | Marshall Wace | TRIMMED | 167,976 | 67,500 | -$1.0M |
| 2025-06-30 → 2025-09-30 | Polen Capital Management | TRIMMED | 135,767 | 33,395 | -$1.2M |
| 2025-06-30 → 2025-09-30 | Ancora Advisors | TRIMMED | 456,311 | 417,291 | $2.3M |
| 2025-06-30 → 2025-09-30 | Arrowstreet Capital | TRIMMED | 1,139,507 | 747,858 | -$0.5M |
| 2025-06-30 → 2025-09-30 | Geode Capital Management | TRIMMED | 1,077,106 | 1,067,696 | $7.1M |
| 2025-06-30 → 2025-09-30 | Charles Schwab Investment Management | ADDED | 133,111 | 386,366 | $6.2M |
| 2025-06-30 → 2025-09-30 | Caxton Associates | ADDED | 115,008 | 137,232 | $1.2M |
| 2025-06-30 → 2025-09-30 | Verition Fund Management | TRIMMED | 128,685 | 44,657 | -$0.9M |
| 2025-06-30 → 2025-09-30 | Squarepoint Ops | CLOSED | 126,170 | 0 | -$1.8M |
| 2025-06-30 → 2025-09-30 | Voleon Capital Management | NEW | 0 | 31,360 | $0.7M |
| 2025-03-31 → 2025-06-30 | Renaissance Technologies | ADDED | 555,700 | 849,200 | $5.9M |
| 2025-03-31 → 2025-06-30 | Citadel Advisors | ADDED | 112,600 | 187,600 | $1.4M |
| 2025-03-31 → 2025-06-30 | D. E. Shaw & Co. | TRIMMED | 497,690 | 101,668 | -$4.0M |
| 2025-03-31 → 2025-06-30 | Two Sigma Investments | ADDED | 943,334 | 962,340 | $3.3M |
| 2025-03-31 → 2025-06-30 | AQR Capital Management | TRIMMED | 126,714 | 96,458 | -$0.0M |
| 2025-03-31 → 2025-06-30 | Marshall Wace | ADDED | 130,663 | 167,976 | $0.9M |
| 2025-03-31 → 2025-06-30 | Sculptor Capital | CLOSED | 27,500 | 0 | -$0.3M |
| 2025-03-31 → 2025-06-30 | Polen Capital Management | NEW | 0 | 135,767 | $1.9M |
| 2025-03-31 → 2025-06-30 | Ancora Advisors | ADDED | 222,851 | 456,311 | $4.0M |
| 2025-03-31 → 2025-06-30 | Arrowstreet Capital | TRIMMED | 1,627,689 | 1,139,507 | -$1.6M |
| 2025-03-31 → 2025-06-30 | Geode Capital Management | ADDED | 792,439 | 1,077,106 | $6.6M |
| 2025-03-31 → 2025-06-30 | Charles Schwab Investment Management | ADDED | 81,165 | 133,111 | $1.0M |
| 2025-03-31 → 2025-06-30 | Caxton Associates | NEW | 0 | 115,008 | $1.6M |
| 2025-03-31 → 2025-06-30 | Verition Fund Management | ADDED | 127,150 | 128,685 | $0.4M |
| 2025-03-31 → 2025-06-30 | Squarepoint Ops | TRIMMED | 214,949 | 126,170 | -$0.6M |
| 2025-03-31 → 2025-06-30 | Voleon Capital Management | CLOSED | 17,531 | 0 | -$0.2M |
| 2024-12-31 → 2025-03-31 | Renaissance Technologies | TRIMMED | 582,300 | 555,700 | -$2.9M |
| 2024-12-31 → 2025-03-31 | Citadel Advisors | TRIMMED | 311,359 | 112,600 | -$3.5M |
| 2024-12-31 → 2025-03-31 | D. E. Shaw & Co. | TRIMMED | 799,484 | 497,690 | -$6.8M |
| 2024-12-31 → 2025-03-31 | Two Sigma Investments | ADDED | 701,127 | 943,334 | -$0.5M |
| 2024-12-31 → 2025-03-31 | Millennium Management | CLOSED | 23,457 | 0 | -$0.4M |
| 2024-12-31 → 2025-03-31 | AQR Capital Management | ADDED | 99,650 | 126,714 | -$0.2M |
| 2024-12-31 → 2025-03-31 | Marshall Wace | TRIMMED | 371,700 | 130,663 | -$4.3M |
| 2024-12-31 → 2025-03-31 | Sculptor Capital | TRIMMED | 55,000 | 27,500 | -$0.5M |
| 2024-12-31 → 2025-03-31 | Ancora Advisors | NEW | 0 | 222,851 | $2.4M |
| 2024-12-31 → 2025-03-31 | Arrowstreet Capital | ADDED | 1,583,369 | 1,627,689 | -$6.6M |
| 2024-12-31 → 2025-03-31 | Geode Capital Management | ADDED | 641,623 | 792,439 | -$1.2M |
| 2024-12-31 → 2025-03-31 | Charles Schwab Investment Management | ADDED | 77,875 | 81,165 | -$0.3M |
| 2024-12-31 → 2025-03-31 | Victory Capital Management | CLOSED | 51,298 | 0 | -$0.8M |
| 2024-12-31 → 2025-03-31 | Moore Capital Management | NEW | 0 | 25,000 | $0.3M |
| 2024-12-31 → 2025-03-31 | Verition Fund Management | ADDED | 81,834 | 127,150 | $0.1M |
| 2024-12-31 → 2025-03-31 | Walleye Capital | CLOSED | 164,056 | 0 | -$2.5M |
| 2024-12-31 → 2025-03-31 | Squarepoint Ops | TRIMMED | 270,145 | 214,949 | -$1.8M |
| 2024-12-31 → 2025-03-31 | Voleon Capital Management | TRIMMED | 45,302 | 17,531 | -$0.5M |
| 2024-09-30 → 2024-12-31 | Renaissance Technologies | ADDED | 524,500 | 582,300 | $1.6M |
| 2024-09-30 → 2024-12-31 | Citadel Advisors | TRIMMED | 471,144 | 311,359 | -$1.8M |
| 2024-09-30 → 2024-12-31 | D. E. Shaw & Co. | ADDED | 720,270 | 799,484 | $2.2M |
| 2024-09-30 → 2024-12-31 | Two Sigma Investments | TRIMMED | 769,126 | 701,127 | -$0.0M |
| 2024-09-30 → 2024-12-31 | Millennium Management | TRIMMED | 283,853 | 23,457 | -$3.6M |
| 2024-09-30 → 2024-12-31 | AQR Capital Management | NEW | 0 | 99,650 | $1.5M |
| 2024-09-30 → 2024-12-31 | Marshall Wace | ADDED | 363,776 | 371,700 | $0.6M |
| 2024-09-30 → 2024-12-31 | Sculptor Capital | NEW | 0 | 55,000 | $0.8M |
| 2024-09-30 → 2024-12-31 | Arrowstreet Capital | ADDED | 1,268,323 | 1,583,369 | $6.5M |
| 2024-09-30 → 2024-12-31 | Geode Capital Management | ADDED | 585,746 | 641,623 | $1.6M |
| 2024-09-30 → 2024-12-31 | Capital World Investors | NEW | 0 | 1,786,525 | $27.4M |
| 2024-09-30 → 2024-12-31 | Charles Schwab Investment Management | ADDED | 69,162 | 77,875 | $0.2M |
| 2024-09-30 → 2024-12-31 | Victory Capital Management | NEW | 0 | 51,298 | $0.8M |
| 2024-09-30 → 2024-12-31 | Verition Fund Management | ADDED | 56,900 | 81,834 | $0.5M |
| 2024-09-30 → 2024-12-31 | Walleye Capital | NEW | 0 | 164,056 | $2.5M |
| 2024-09-30 → 2024-12-31 | Squarepoint Ops | TRIMMED | 320,417 | 270,145 | -$0.4M |
| 2024-09-30 → 2024-12-31 | Schonfeld Strategic Advisors | CLOSED | 46,300 | 0 | -$0.6M |
| 2023-09-30 → 2024-12-31 | Voleon Capital Management | NEW | 0 | 45,302 | $0.7M |
| 2024-09-30 → 2024-12-31 | Monashee Investment Management | CLOSED | 140,000 | 0 | -$2.0M |
| 2024-06-30 → 2024-09-30 | Renaissance Technologies | ADDED | 209,389 | 524,500 | $5.9M |
| 2024-06-30 → 2024-09-30 | Citadel Advisors | ADDED | 312,785 | 471,144 | $4.5M |
| 2024-06-30 → 2024-09-30 | Point72 Asset Management | CLOSED | 19,133 | 0 | -$0.1M |
| 2024-06-30 → 2024-09-30 | D. E. Shaw & Co. | ADDED | 175,084 | 720,270 | $8.9M |
| 2024-06-30 → 2024-09-30 | Two Sigma Investments | ADDED | 265,767 | 769,126 | $9.0M |
| 2024-06-30 → 2024-09-30 | Millennium Management | ADDED | 69,589 | 283,853 | $3.5M |
| 2024-06-30 → 2024-09-30 | Marshall Wace | ADDED | 72,366 | 363,776 | $4.6M |
| 2024-06-30 → 2024-09-30 | Arrowstreet Capital | ADDED | 295,544 | 1,268,323 | $17.8M |
| 2024-06-30 → 2024-09-30 | Geode Capital Management | ADDED | 436,913 | 585,746 | $5.2M |
| 2024-06-30 → 2024-09-30 | Charles Schwab Investment Management | ADDED | 47,369 | 69,162 | $0.6M |
| 2024-06-30 → 2024-09-30 | Verition Fund Management | NEW | 0 | 56,900 | $0.8M |
| 2024-06-30 → 2024-09-30 | Walleye Capital | CLOSED | 69,254 | 0 | -$0.5M |
| 2024-06-30 → 2024-09-30 | Squarepoint Ops | ADDED | 226,524 | 320,417 | $3.0M |
| 2024-06-30 → 2024-09-30 | Schonfeld Strategic Advisors | ADDED | 26,000 | 46,300 | $0.5M |
| 2024-06-30 → 2024-09-30 | Man Group | CLOSED | 46,937 | 0 | -$0.3M |
| 2024-06-30 → 2024-09-30 | Monashee Investment Management | TRIMMED | 310,000 | 140,000 | -$0.1M |
| 2024-03-31 → 2024-06-30 | Renaissance Technologies | ADDED | 78,900 | 209,389 | $1.4M |
| 2024-03-31 → 2024-06-30 | Citadel Advisors | ADDED | 80,772 | 312,785 | $1.5M |
| 2024-03-31 → 2024-06-30 | Point72 Asset Management | NEW | 0 | 19,133 | $0.1M |
| 2024-03-31 → 2024-06-30 | D. E. Shaw & Co. | ADDED | 102,321 | 175,084 | $0.5M |
| 2024-03-31 → 2024-06-30 | Two Sigma Investments | ADDED | 174,114 | 265,767 | $0.5M |
| 2024-03-31 → 2024-06-30 | Millennium Management | TRIMMED | 86,352 | 69,589 | -$0.2M |
| 2024-03-31 → 2024-06-30 | Marshall Wace | TRIMMED | 106,416 | 72,366 | -$0.3M |
| 2024-03-31 → 2024-06-30 | Ancora Advisors | CLOSED | 11,980 | 0 | -$0.1M |
| 2024-03-31 → 2024-06-30 | Arrowstreet Capital | ADDED | 246,348 | 295,544 | $0.0M |
| 2024-03-31 → 2024-06-30 | Geode Capital Management | ADDED | 355,128 | 436,913 | $0.4M |
| 2024-03-31 → 2024-06-30 | Charles Schwab Investment Management | ADDED | 42,862 | 47,369 | $0.0M |
| 2024-03-31 → 2024-06-30 | Walleye Capital | NEW | 0 | 69,254 | $0.5M |
| 2024-03-31 → 2024-06-30 | Squarepoint Ops | ADDED | 16,751 | 226,524 | $1.4M |
| 2024-03-31 → 2024-06-30 | Schonfeld Strategic Advisors | NEW | 0 | 26,000 | $0.2M |
| 2024-03-31 → 2024-06-30 | Man Group | NEW | 0 | 46,937 | $0.3M |
| 2024-03-31 → 2024-06-30 | Monashee Investment Management | NEW | 0 | 310,000 | $2.1M |
| 2023-12-31 → 2024-03-31 | Renaissance Technologies | ADDED | 47,500 | 78,900 | $0.0M |
| 2023-12-31 → 2024-03-31 | Citadel Advisors | NEW | 0 | 80,772 | $0.6M |
| 2023-12-31 → 2024-03-31 | D. E. Shaw & Co. | NEW | 0 | 102,321 | $0.7M |
| 2023-12-31 → 2024-03-31 | Two Sigma Investments | ADDED | 145,969 | 174,114 | $0.5M |
| 2023-12-31 → 2024-03-31 | Millennium Management | NEW | 0 | 86,352 | $0.6M |
| 2023-12-31 → 2024-03-31 | Marshall Wace | NEW | 0 | 106,416 | $0.8M |
| 2023-12-31 → 2024-03-31 | Ancora Advisors | NEW | 0 | 11,980 | $0.1M |
| 2023-12-31 → 2024-03-31 | Arrowstreet Capital | NEW | 0 | 246,348 | $0.0M |
| 2023-12-31 → 2024-03-31 | Geode Capital Management | ADDED | 335,843 | 355,128 | $0.8M |
| 2023-12-31 → 2024-03-31 | Squarepoint Ops | TRIMMED | 27,085 | 16,751 | -$0.0M |
| 2023-09-30 → 2023-12-31 | Renaissance Technologies | TRIMMED | 66,300 | 47,500 | -$0.0M |
| 2023-09-30 → 2023-12-31 | Two Sigma Investments | TRIMMED | 206,241 | 145,969 | -$0.5M |
| 2023-09-30 → 2023-12-31 | Geode Capital Management | ADDED | 318,991 | 335,843 | -$0.2M |
| 2023-09-30 → 2023-12-31 | Squarepoint Ops | ADDED | 15,390 | 27,085 | $0.0M |