HWSM additions & removals
Changes are observation-bounded: an addition is the first retained official snapshot containing a security after an earlier absence; a removal is its first retained absence. Baseline holdings receive no invented addition date.
Additions
| Ticker | Issuer | Observed date | Change |
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| ASO | Academy Sports & Outdoors Inc | 2026-03-31 | Added / first present |
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| BANC | Banc of California Inc | 2026-03-31 | Added / first present |
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| BBT | Beacon Financial Corp | 2026-03-31 | Added / first present |
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| BBWI | Bath & Body Works Inc | 2026-03-31 | Added / first present |
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| BRBR | BellRing Brands Inc | 2026-03-31 | Added / first present |
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| BUSE | First Busey Corp | 2026-03-31 | Added / first present |
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| BXP | BXP Inc | 2026-03-31 | Added / first present |
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| BYD | Boyd Gaming Corp | 2026-03-31 | Added / first present |
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| CPRI | Capri Holdings Ltd | 2026-03-31 | Added / first present |
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| CRC | California Resources Corp | 2026-03-31 | Added / first present |
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| CROX | Crocs Inc | 2026-03-31 | Added / first present |
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| CTSH | Cognizant Technology Solutions | 2026-03-31 | Added / first present |
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| CVBF | CVB Financial Corp | 2026-03-31 | Added / first present |
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| EQH | Equitable Holdings Inc | 2026-03-31 | Added / first present |
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| FCNCA | First Citizens BancShares Inc/ | 2026-03-31 | Added / first present |
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| FIS | Fidelity National Information | 2026-03-31 | Added / first present |
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| FISV | Fiserv Inc | 2026-03-31 | Added / first present |
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| FTV | Fortive Corp | 2026-03-31 | Added / first present |
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| FUL | HB Fuller Co | 2026-03-31 | Added / first present |
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| G | Genpact Ltd | 2026-03-31 | Added / first present |
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| HUN | Huntsman Corp | 2026-03-31 | Added / first present |
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| ICLR | ICON PLC | 2026-03-31 | Added / first present |
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| LSTR | Landstar System Inc | 2026-03-31 | Added / first present |
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| MAT | Mattel Inc | 2026-03-31 | Added / first present |
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| MGRC | McGrath RentCorp | 2026-03-31 | Added / first present |
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| MOH | Molina Healthcare Inc | 2026-03-31 | Added / first present |
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| MTN | Vail Resorts Inc | 2026-03-31 | Added / first present |
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| OGS | ONE Gas Inc | 2026-03-31 | Added / first present |
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| PLUS | ePlus Inc | 2026-03-31 | Added / first present |
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| PPG | PPG Industries Inc | 2026-03-31 | Added / first present |
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| SHOO | Steven Madden Ltd | 2026-03-31 | Added / first present |
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| SJM | J M Smucker Co/The | 2026-03-31 | Added / first present |
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| SLM | SLM Corp | 2026-03-31 | Added / first present |
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| STZ | Constellation Brands Inc | 2026-03-31 | Added / first present |
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| TAP | Molson Coors Beverage Co | 2026-03-31 | Added / first present |
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| VIRT | Virtu Financial Inc | 2026-03-31 | Added / first present |
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| WFRD | Weatherford International PLC | 2026-03-31 | Added / first present |
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| WK | Workiva Inc | 2026-03-31 | Added / first present |
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| ZBH | Zimmer Biomet Holdings Inc | 2026-03-31 | Added / first present |
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| FG | F&G Annuities & Life Inc | 2025-12-31 | Added / first present |
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| JHG | Janus Henderson Group PLC | 2025-09-30 | Added / first present |
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| ABG | Asbury Automotive Group Inc | 2025-09-30 | Added / first present |
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| ACGL | Arch Capital Group Ltd | 2025-09-30 | Added / first present |
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| ACHC | Acadia Healthcare Co Inc | 2025-09-30 | Added / first present |
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| ACIW | ACI Worldwide Inc | 2025-09-30 | Added / first present |
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| AMTM | Amentum Holdings Inc | 2025-09-30 | Added / first present |
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| ATKR | Atkore Inc | 2025-09-30 | Added / first present |
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| AXTA | Axalta Coating Systems Ltd | 2025-09-30 | Added / first present |
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| BFH | Bread Financial Holdings Inc | 2025-09-30 | Added / first present |
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| CENT | Central Garden & Pet Co | 2025-09-30 | Added / first present |
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| CON | Concentra Group Holdings Paren | 2025-09-30 | Added / first present |
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| DEI | Douglas Emmett Inc | 2025-09-30 | Added / first present |
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| EE | Excelerate Energy Inc | 2025-09-30 | Added / first present |
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| ES | Eversource Energy | 2025-09-30 | Added / first present |
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| EXC | Exelon Corp | 2025-09-30 | Added / first present |
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| FBIN | Fortune Brands Innovations Inc | 2025-09-30 | Added / first present |
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| FDX | FedEx Corp | 2025-09-30 | Added / first present |
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| FE | FirstEnergy Corp | 2025-09-30 | Added / first present |
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| FIBK | First Interstate BancSystem In | 2025-09-30 | Added / first present |
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| FLS | Flowserve Corp | 2025-09-30 | Added / first present |
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| FRME | First Merchants Corp | 2025-09-30 | Added / first present |
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| GPI | Group 1 Automotive Inc | 2025-09-30 | Added / first present |
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| HALO | Halozyme Therapeutics Inc | 2025-09-30 | Added / first present |
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| HGV | Hilton Grand Vacations Inc | 2025-09-30 | Added / first present |
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| HRI | Herc Holdings Inc | 2025-09-30 | Added / first present |
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| INGM | Ingram Micro Holding Corp | 2025-09-30 | Added / first present |
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| IOSP | Innospec Inc | 2025-09-30 | Added / first present |
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| LNC | Lincoln National Corp | 2025-09-30 | Added / first present |
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| LNTH | Lantheus Holdings Inc | 2025-09-30 | Added / first present |
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| MATX | Matson Inc | 2025-09-30 | Added / first present |
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| NEXT | NextDecade Corp | 2025-09-30 | Added / first present |
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| NJR | New Jersey Resources Corp | 2025-09-30 | Added / first present |
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| NMIH | NMI Holdings Inc | 2025-09-30 | Added / first present |
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| NVST | Envista Holdings Corp | 2025-09-30 | Added / first present |
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| OTTR | Otter Tail Corp | 2025-09-30 | Added / first present |
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| PFS | Provident Financial Services I | 2025-09-30 | Added / first present |
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| PLXS | Plexus Corp | 2025-09-30 | Added / first present |
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| PSKY | Paramount Skydance Corp | 2025-09-30 | Added / first present |
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| REYN | Reynolds Consumer Products Inc | 2025-09-30 | Added / first present |
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| REZI | Resideo Technologies Inc | 2025-09-30 | Added / first present |
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| RHI | Robert Half Inc | 2025-09-30 | Added / first present |
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| SAIC | Science Applications Internati | 2025-09-30 | Added / first present |
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| SANM | Sanmina Corp | 2025-09-30 | Added / first present |
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| SM | SM Energy Co | 2025-09-30 | Added / first present |
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| SNDR | Schneider National Inc | 2025-09-30 | Added / first present |
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| THO | Thor Industries Inc | 2025-09-30 | Added / first present |
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| TROW | T Rowe Price Group Inc | 2025-09-30 | Added / first present |
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| UFPI | UFP Industries Inc | 2025-09-30 | Added / first present |
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| UNF | UniFirst Corp/MA | 2025-09-30 | Added / first present |
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| VNT | Vontier Corp | 2025-09-30 | Added / first present |
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| WDAY | Workday Inc | 2025-09-30 | Added / first present |
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| WHR | Whirlpool Corp | 2025-09-30 | Added / first present |
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| WTM | White Mountains Insurance Grou | 2025-09-30 | Added / first present |
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Removals
| Ticker | Issuer | Observed date | Change |
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| FG | F&G Annuities & Life Inc | 2026-03-31 | Removed / first absent |
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| JHG | Janus Henderson Group PLC | 2026-03-31 | Removed / first absent |
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| ACHC | Acadia Healthcare Co Inc | 2026-03-31 | Removed / first absent |
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| CENT | Central Garden & Pet Co | 2026-03-31 | Removed / first absent |
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| DEI | Douglas Emmett Inc | 2026-03-31 | Removed / first absent |
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| EE | Excelerate Energy Inc | 2026-03-31 | Removed / first absent |
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| FDX | FedEx Corp | 2026-03-31 | Removed / first absent |
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| FIBK | First Interstate BancSystem In | 2026-03-31 | Removed / first absent |
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| INGM | Ingram Micro Holding Corp | 2026-03-31 | Removed / first absent |
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| MATX | Matson Inc | 2026-03-31 | Removed / first absent |
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| NEXT | NextDecade Corp | 2026-03-31 | Removed / first absent |
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| NVST | Envista Holdings Corp | 2026-03-31 | Removed / first absent |
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| OTTR | Otter Tail Corp | 2026-03-31 | Removed / first absent |
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| PLXS | Plexus Corp | 2026-03-31 | Removed / first absent |
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| PSKY | Paramount Skydance Corp | 2026-03-31 | Removed / first absent |
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| REZI | Resideo Technologies Inc | 2026-03-31 | Removed / first absent |
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| SM | SM Energy Co | 2026-03-31 | Removed / first absent |
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| SNDR | Schneider National Inc | 2026-03-31 | Removed / first absent |
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| TROW | T Rowe Price Group Inc | 2026-03-31 | Removed / first absent |
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| UNF | UniFirst Corp/MA | 2026-03-31 | Removed / first absent |
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| IGT | International Game Technology | 2025-09-30 | Removed / first absent |
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| CMA | Comerica Inc | 2025-12-31 | Removed / first absent |
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| HI | Hillenbrand Inc | 2025-09-30 | Removed / first absent |
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| TPH | Tri Pointe Homes Inc | 2026-03-31 | Removed / first absent |
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| ABM | ABM Industries Inc | 2025-09-30 | Removed / first absent |
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| ADNT | Adient PLC | 2025-09-30 | Removed / first absent |
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| AGO | Assured Guaranty Ltd | 2025-09-30 | Removed / first absent |
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| AIN | Albany International Corp | 2026-03-31 | Removed / first absent |
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| ALK | Alaska Air Group Inc | 2025-09-30 | Removed / first absent |
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| ALSN | Allison Transmission Holdings | 2025-09-30 | Removed / first absent |
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| ATMU | Atmus Filtration Technologies | 2026-03-31 | Removed / first absent |
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| BKR | Baker Hughes Co | 2025-09-30 | Removed / first absent |
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| BTE | Baytex Energy Corp | 2025-09-30 | Removed / first absent |
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| CALM | Cal-Maine Foods Inc | 2025-09-30 | Removed / first absent |
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| CBT | Cabot Corp | 2025-09-30 | Removed / first absent |
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| CFG | Citizens Financial Group Inc | 2026-03-31 | Removed / first absent |
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| CMI | Cummins Inc | 2025-09-30 | Removed / first absent |
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| CTSH | Cognizant Technology Solutions | 2025-09-30 | Removed / first absent |
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| CVE | Cenovus Energy Inc | 2025-09-30 | Removed / first absent |
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| CWK | Cushman & Wakefield PLC | 2026-03-31 | Removed / first absent |
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| DIOD | Diodes Inc | 2026-03-31 | Removed / first absent |
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| DOX | Amdocs Ltd | 2025-09-30 | Removed / first absent |
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| FHN | First Horizon Corp | 2025-09-30 | Removed / first absent |
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| FIS | Fidelity National Information | 2025-09-30 | Removed / first absent |
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| GBX | Greenbrier Cos Inc/The | 2025-09-30 | Removed / first absent |
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| GIS | General Mills Inc | 2025-09-30 | Removed / first absent |
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| GLW | Corning Inc | 2025-09-30 | Removed / first absent |
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| GM | General Motors Co | 2025-09-30 | Removed / first absent |
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| HUN | Huntsman Corp | 2025-09-30 | Removed / first absent |
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| IPGP | IPG Photonics Corp | 2025-09-30 | Removed / first absent |
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| IVZ | Invesco Ltd | 2026-03-31 | Removed / first absent |
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| JLL | Jones Lang LaSalle Inc | 2025-09-30 | Removed / first absent |
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| KBH | KB Home | 2025-09-30 | Removed / first absent |
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| KEY | KeyCorp | 2026-03-31 | Removed / first absent |
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| KMPR | Kemper Corp | 2026-03-31 | Removed / first absent |
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| KOS | Kosmos Energy Ltd | 2025-09-30 | Removed / first absent |
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| L | Loews Corp | 2026-03-31 | Removed / first absent |
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| LBRT | Liberty Energy Inc | 2025-09-30 | Removed / first absent |
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| MAN | ManpowerGroup Inc | 2025-09-30 | Removed / first absent |
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| MHO | M/I Homes Inc | 2025-09-30 | Removed / first absent |
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| MLKN | MillerKnoll Inc | 2025-09-30 | Removed / first absent |
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| MOH | Molina Healthcare Inc | 2025-09-30 | Removed / first absent |
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| NOG | Northern Oil & Gas Inc | 2025-09-30 | Removed / first absent |
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| NSP | Insperity Inc | 2026-03-31 | Removed / first absent |
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| NTRS | Northern Trust Corp | 2025-09-30 | Removed / first absent |
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| NWE | Northwestern Energy Group Inc | 2026-03-31 | Removed / first absent |
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| PARA | Paramount Global | 2025-09-30 | Removed / first absent |
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| PBF | PBF Energy Inc | 2025-09-30 | Removed / first absent |
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| PCAR | PACCAR Inc | 2025-09-30 | Removed / first absent |
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| PII | Polaris Inc | 2026-03-31 | Removed / first absent |
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| PRKS | United Parks & Resorts Inc | 2026-03-31 | Removed / first absent |
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| SHOO | Steven Madden Ltd | 2025-09-30 | Removed / first absent |
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| SIG | Signet Jewelers Ltd | 2025-09-30 | Removed / first absent |
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| SLGN | Silgan Holdings Inc | 2025-09-30 | Removed / first absent |
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| SR | Spire Inc | 2026-03-31 | Removed / first absent |
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| SYF | Synchrony Financial | 2026-03-31 | Removed / first absent |
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| TEL | TE Connectivity PLC | 2025-09-30 | Removed / first absent |
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| VAC | Marriott Vacations Worldwide C | 2026-03-31 | Removed / first absent |
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| VIRT | Virtu Financial Inc | 2025-09-30 | Removed / first absent |
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| VLY | Valley National Bancorp | 2026-03-31 | Removed / first absent |
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| VSH | Vishay Intertechnology Inc | 2026-03-31 | Removed / first absent |
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| WBD | Warner Bros Discovery Inc | 2026-03-31 | Removed / first absent |
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| WU | Western Union Co/The | 2025-09-30 | Removed / first absent |
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| XPRO | Expro Group Holdings NV | 2025-09-30 | Removed / first absent |
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| ZBH | Zimmer Biomet Holdings Inc | 2025-09-30 | Removed / first absent |
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