AMBEV S.A. - ABEV
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | History | Added to | 349,323,217 | 1,096,874 | 1.83% | 1.72% | 1 | +2,338,660 | 0.67% | Q2 2026 | Aug 05, 2026 |
| GQG Partners LLC | History | Reduced | 185,072,397 | 581,127 | 1.08% | 0.87% | 2 | -1,965,141 | -1.05% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | Reduced | 33,059,703 | 103,807 | 0.0% | 0.0% | 3 | -1,886,144 | -5.4% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 28,979,606 | 90,995 | 0.01% | 0.01% | 4 | +12,751,142 | 78.57% | Q2 2026 | Aug 14, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 27,000,448 | 84,781 | 0.11% | 0.08% | 5 | +6,509,817 | 31.77% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 24,910,000 | 78,217 | 0.11% | 0.12% | 6 | -2,444,300 | -8.94% | Q2 2026 | Aug 13, 2026 |
| Seafarer Capital Partners, LLC | History | Reduced | 24,069,000 | 75,576 | 17.42% | 18.81% | 7 | -4,000,000 | -14.25% | Q2 2026 | Aug 04, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 22,996,163 | 72,208 | 0.11% | 0.09% | 8 | +5,047,893 | 28.12% | Q2 2026 | Aug 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 20,526,907 | 64,454 | 0.45% | 0.48% | 9 | -2,548,766 | -11.05% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 13,630,016 | 42,798 | 0.2% | 0.21% | 10 | +3,674,553 | 36.91% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 12,870,831 | 40,414 | 0.0% | 0.0% | 11 | -3,434,610 | -21.06% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 12,751,317 | 40,039 | 0.0% | 0.0% | 12 | +2,430,011 | 23.54% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 11,833,198 | 36,801 | 0.06% | 0.06% | 13 | -493,354 | -4.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 11,492,766 | 36,087 | 0.02% | — | 14 | +11,492,766 | New | Q2 2026 | Aug 13, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 10,843,977 | 34,050 | 0.9% | 0.95% | 15 | -454,897 | -4.03% | Q2 2026 | Jul 31, 2026 |
| RWC Asset Management LLP | History | Added to | 10,547,747 | 33,119 | 1.25% | 1.26% | 16 | +208,838 | 2.02% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 10,197,512 | 32,020 | 0.0% | 0.0% | 17 | +3,539,626 | 53.16% | Q2 2026 | Sep 02, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 9,877,828 | 31,022 | 0.01% | 0.01% | 18 | -362,924 | -3.54% | Q2 2026 | Aug 11, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 10,715,332 | 29,439 | 0.01% | 0.02% | 19 | -15,754,667 | -59.52% | Q2 2026 | Aug 03, 2026 |
| STATE STREET CORP | History | Reduced | 8,283,804 | 26,386 | 0.0% | 0.0% | 20 | -576,607 | -6.51% | Q2 2026 | Sep 22, 2026 |
| Kiltearn Partners LLP | History | Reduced | 7,567,886 | 23,763 | 5.77% | 6.15% | 21 | -262,214 | -3.35% | Q2 2026 | Aug 12, 2026 |
| DJE Kapital AG | History | Added to | 6,959,168 | 23,112 | 0.44% | 0.33% | 22 | +1,827,893 | 35.62% | Q2 2026 | Aug 04, 2026 |
| MARSHALL WACE, LLP | History | Added to | 7,144,205 | 22,432 | 0.02% | 0.0% | 23 | +5,711,758 | 398.74% | Q2 2026 | Aug 13, 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC | History | Reduced | 7,085,184 | 22,247 | 2.59% | 2.34% | 24 | -21,167 | -0.3% | Q2 2026 | Jul 21, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 6,995,240 | 21,940 | 0.03% | 0.04% | 25 | -452,452 | -6.08% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 6,243,950 | 19,606 | 0.0% | 0.0% | 26 | -306,316 | -4.68% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 6,151,660 | 19,316 | 0.01% | 0.01% | 27 | +841,290 | 15.84% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 6,127,421 | 19,240 | 0.0% | 0.0% | 28 | -5,089,629 | -45.37% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,876,717 | 18,452 | 0.0% | 0.0% | 29 | +763,736 | 14.94% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 5,745,785 | 18,041 | 0.03% | 0.03% | 30 | -182,865 | -3.08% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,466,817 | 17,165 | 0.0% | 0.0% | 31 | -597,938 | -9.86% | Q2 2026 | Aug 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 5,158,548 | 16,197 | 0.12% | 0.23% | 32 | -4,311,412 | -45.53% | Q2 2026 | Aug 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 5,000,187 | 15,700 | 0.01% | 0.01% | 33 | +325,214 | 6.96% | Q2 2026 | Aug 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 4,418,170 | 14,049 | 0.01% | 0.01% | 34 | +727,462 | 19.71% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 4,188,376 | 13,151 | 0.01% | 0.01% | 35 | -29,414 | -0.7% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,066,693 | 12,769 | 0.0% | 0.0% | 36 | +31,942 | 0.79% | Q2 2026 | Sep 23, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 3,739,889 | 11,743 | 0.03% | 0.04% | 37 | -977,439 | -20.72% | Q2 2026 | Aug 07, 2026 |
| Altrius Capital Management Inc | History | Reduced | 3,679,965 | 11,555 | 2.19% | 2.2% | 38 | -105,364 | -2.78% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,640,802 | 11,431 | 0.0% | 0.0% | 39 | -59,233 | -1.6% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 3,317,861 | 10,418 | 0.0% | 0.0% | 40 | -596,698 | -15.24% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 3,119,153 | 9,794 | 0.0% | 0.0% | 41 | -587,370 | -15.85% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,953,304 | 9,273 | 0.0% | 0.0% | 42 | +64,668 | 2.24% | Q2 2026 | Aug 14, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 2,889,840 | 9,074 | 0.25% | 0.26% | 43 | -43,806 | -1.49% | Q2 2026 | Aug 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,806,875 | 8,785 | 0.01% | 0.01% | 44 | +48,157 | 1.75% | Q2 2026 | Aug 10, 2026 |
| Invesco Ltd. | History | Reduced | 2,788,660 | 8,756 | 0.0% | 0.0% | 45 | -587,509 | -17.4% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 2,784,450 | 8,743 | 0.18% | 0.17% | 46 | +383,777 | 15.99% | Q2 2026 | Jul 29, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 2,648,958 | 8,317 | 0.0% | 0.0% | 47 | -80,234 | -2.94% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,615,129 | 8,316 | 0.0% | 0.0% | 48 | +2,162,810 | 478.16% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | Reduced | 2,576,554 | 8,090 | 0.01% | 0.02% | 49 | -488,057 | -15.93% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Reduced | 2,512,634 | 7,889 | 0.03% | 0.03% | 50 | -144,409 | -5.43% | Q2 2026 | Jul 30, 2026 |
| Legal & General Group Plc | History | Reduced | 2,460,222 | 7,712 | 0.0% | 0.0% | 51 | -249,651 | -9.21% | Q2 2026 | Aug 14, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 2,300,241 | 7,676 | 0.87% | 0.61% | 52 | -30,462 | -1.31% | Q2 2026 | Aug 06, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 2,197,011 | 6,898 | 0.01% | 0.0% | 53 | +1,867,907 | 567.57% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 1,881,363 | 5,905 | 0.01% | — | 54 | +1,881,363 | New | Q2 2026 | Aug 13, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 1,859,896 | 5,840 | 0.05% | 0.06% | 55 | -286,394 | -13.34% | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | Added to | 1,837,660 | 5,770 | 0.07% | 0.01% | 56 | +1,611,577 | 712.83% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 1,818,305 | 5,709 | 0.01% | 0.0% | 57 | -35,983 | -1.94% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 1,721,555 | 5,405 | 0.0% | 0.0% | 58 | +123,305 | 7.72% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,719,323 | 5,398 | 0.0% | 0.01% | 59 | -25,001,096 | -93.57% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,692,184 | 5,313 | 0.0% | 0.0% | 60 | +197,152 | 13.19% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 1,442,144 | 4,528 | 0.01% | 0.01% | 61 | +242,219 | 20.19% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,377,103 | 4,324 | 0.01% | 0.01% | 62 | -540,779 | -28.2% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 1,360,604 | 4,272 | 0.0% | 0.0% | 63 | -657,200 | -32.57% | Q2 2026 | Aug 14, 2026 |
| Cook & Bynum Capital Management, LLC | History | No change | 1,354,009 | 4,251 | 3.16% | 3.18% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,280,657 | 4,021 | 0.0% | 0.0% | 65 | -41,709 | -3.15% | Q2 2026 | Aug 12, 2026 |
| ARGA Investment Management, LP | History | Added to | 1,234,108 | 3,875 | 0.1% | 0.09% | 66 | +266,974 | 27.6% | Q2 2026 | Jul 31, 2026 |
| Boston Partners | History | Added to | 1,219,543 | 3,829 | 0.0% | 0.0% | 67 | +740,873 | 154.78% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | Added to | 1,214,785 | 3,814 | 0.01% | 0.01% | 68 | +342,091 | 39.2% | Q2 2026 | Jul 30, 2026 |
| Creative Planning | History | Added to | 1,146,398 | 3,599 | 0.0% | 0.0% | 69 | +312,883 | 37.54% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 1,110,738 | 3,487 | 0.0% | 0.0% | 70 | -398,036 | -26.38% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Added to | 1,093,579 | 3,433 | 0.04% | 0.04% | 71 | +321,560 | 41.65% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,012,384 | 3,178 | 0.01% | 0.01% | 72 | +489,495 | 93.61% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,003,011 | 3,149 | 0.0% | 0.0% | 73 | +931,395 | 1300.54% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 942,051 | 2,958 | 0.04% | 0.04% | 74 | +132,753 | 16.4% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 897,667 | 2,818 | 0.0% | 0.0% | 75 | +17,000 | 1.93% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 887,341 | 2,786 | 0.0% | 0.0% | 76 | +74,965 | 9.23% | Q2 2026 | Aug 14, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | Reduced | 852,729 | 2,677 | 0.55% | 0.7% | 77 | -290,000 | -25.38% | Q2 2026 | Aug 06, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 807,600 | 2,535 | 0.01% | — | 78 | +807,600 | New | Q2 2026 | Aug 13, 2026 |
| Privium Fund Management B.V. | History | Reduced | 802,167 | 2,518 | 0.46% | 0.58% | 79 | -146,391 | -15.43% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Added to | 788,519 | 2,475 | 0.0% | 0.0% | 80 | +24,801 | 3.25% | Q2 2026 | Aug 12, 2026 |
| Callan Family Office, LLC | History | Added to | 776,029 | 2,436 | 0.05% | 0.05% | 81 | +41,827 | 5.7% | Q2 2026 | Aug 11, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | No change | 762,115 | 2,393 | 0.09% | 0.11% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Added to | 752,146 | 2,361 | 0.0% | 0.0% | 83 | +5,242 | 0.7% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 742,098 | 2,330 | 0.01% | 0.01% | 84 | -18,710 | -2.46% | Q2 2026 | Jul 27, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 705,089 | 2,213 | 0.32% | 0.3% | 85 | -1,220 | -0.17% | Q2 2026 | Jul 16, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | Reduced | 698,291 | 2,192 | 1.97% | 1.79% | 86 | -4,211 | -0.6% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | Added to | 694,640 | 2,181 | 0.0% | 0.0% | 87 | +557,258 | 405.63% | Q2 2026 | Aug 13, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 688,742 | 2,162 | 0.22% | 0.35% | 88 | -352,698 | -33.87% | Q2 2026 | Jul 17, 2026 |
| Amundi | History | Added to | 663,655 | 2,083 | 0.0% | 0.0% | 89 | +76,423 | 13.01% | Q2 2026 | Aug 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 652,846 | 2,049 | 0.02% | 0.0% | 90 | +634,289 | 3418.06% | Q2 2026 | Aug 14, 2026 |
| EARNEST PARTNERS LLC | History | Added to | 633,109 | 1,987 | 0.01% | 0.01% | 91 | +35,585 | 5.96% | Q2 2026 | Aug 13, 2026 |
| Virtus Family Office LLC | History | Added to | 619,337 | 1,961 | 1.55% | 1.52% | 92 | +12,508 | 2.06% | Q2 2026 | Aug 03, 2026 |
| BARINGS LLC | History | No change | 621,824 | 1,952 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Darwins River Capital, LP | History | New | 619,195 | 1,944 | 1.07% | — | 94 | +619,195 | New | Q2 2026 | Aug 14, 2026 |
| Sava Infond d.o.o. | History | No change | 550,000 | 1,727 | 0.12% | 0.23% | 95 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 521,972 | 1,638 | 0.0% | 0.0% | 96 | -40,502 | -7.2% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 514,411 | 1,615 | 0.0% | 0.0% | 97 | +188,363 | 57.77% | Q2 2026 | Aug 14, 2026 |
| Erste Asset Management GmbH | History | Added to | 500,000 | 1,590 | 0.01% | 0.01% | 98 | +250,000 | 100.0% | Q2 2026 | Jul 28, 2026 |
| Nuveen, LLC | History | New | 503,081 | 1,579 | 0.0% | — | 99 | +503,081 | New | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Added to | 490,734 | 1,540 | 0.0% | 0.0% | 100 | +11,844 | 2.47% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 474,242 | 1,489 | 0.0% | — | 101 | +474,242 | New | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 469,038 | 1,472 | 0.0% | 0.0% | 102 | +146,787 | 45.55% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 460,355 | 1,445 | 0.0% | 0.0% | 103 | +438,324 | 1989.58% | Q2 2026 | Aug 12, 2026 |
| SCS Capital Management LLC | History | Added to | 456,783 | 1,434 | 0.01% | 0.01% | 104 | +1,741 | 0.38% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 441,826 | 1,387 | 0.0% | 0.0% | 105 | +170,256 | 62.69% | Q2 2026 | Aug 07, 2026 |
| AustralianSuper Pty Ltd | History | No change | 411,744 | 1,292 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 406,649 | 1,276 | 0.0% | 0.0% | 107 | +403,328 | 12144.78% | Q2 2026 | Jul 29, 2026 |
| Oldfield Partners LLP | History | No change | 383,700 | 1,204 | 0.29% | 0.28% | 108 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 382,971 | 1,202 | 0.01% | 0.01% | 109 | +67,529 | 21.41% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 372,942 | 1,171 | 0.0% | 0.0% | 110 | +51,847 | 16.15% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 368,277 | 1,156 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 367,543 | 1,154 | 0.0% | 0.0% | 112 | +41,043 | 12.57% | Q2 2026 | Jul 30, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 351,726 | 1,104 | 0.0% | 0.0% | 113 | +15,983 | 4.76% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 349,336 | 1,096 | 0.01% | 0.01% | 114 | +4,437 | 1.29% | Q2 2026 | Aug 14, 2026 |
| Unison Advisors LLC | History | No change | 312,538 | 993 | 0.07% | 0.07% | 115 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ted Buchan & Co | History | Added to | 314,742 | 988 | 0.32% | 0.32% | 116 | +11,945 | 3.94% | Q2 2026 | Jul 23, 2026 |
| Neuberger Berman Group LLC | History | Added to | 311,535 | 978 | 0.0% | 0.0% | 117 | +46,544 | 17.56% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 295,852 | 928 | 0.01% | 0.01% | 118 | +16,976 | 6.09% | Q2 2026 | Jul 28, 2026 |
| Parvin Asset Management, LLC | History | Reduced | 291,875 | 916 | 0.72% | 0.62% | 119 | -2,050 | -0.7% | Q2 2026 | Aug 14, 2026 |
| VPR Management LLC | History | Reduced | 287,929 | 904 | 0.36% | 0.45% | 120 | -100,000 | -25.78% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | Added to | 287,631 | 903 | 0.01% | 0.01% | 121 | +8,878 | 3.18% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 262,586 | 848 | 0.0% | 0.0% | 122 | +54,909 | 26.44% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 267,311 | 839 | 0.01% | 0.01% | 123 | +8,989 | 3.48% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | Reduced | 261,463 | 820 | 0.01% | 0.01% | 124 | -17,774 | -6.37% | Q2 2026 | Jul 28, 2026 |
| DODGE & COX | History | Reduced | 252,700 | 793 | 0.0% | 0.0% | 125 | -53,600 | -17.5% | Q2 2026 | Aug 13, 2026 |
| Ethic Inc. | History | Reduced | 250,726 | 787 | 0.01% | 0.03% | 126 | -436,083 | -63.49% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | Added to | 249,841 | 784 | 0.0% | 0.0% | 127 | +29,093 | 13.18% | Q2 2026 | Aug 14, 2026 |
| Burford Brothers, Inc. | History | Reduced | 249,248 | 782 | 0.29% | 0.51% | 128 | -172,781 | -40.94% | Q2 2026 | Jul 28, 2026 |
| Qtron Investments LLC | History | Added to | 248,945 | 781 | 0.1% | 0.06% | 129 | +96,684 | 63.5% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | New | 245,100 | 769 | 0.02% | — | 130 | +245,100 | New | Q2 2026 | Aug 07, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 243,777 | 765 | 0.01% | 0.01% | 131 | -5,399 | -2.17% | Q2 2026 | Jul 29, 2026 |
| Centiva Capital, LP | History | Reduced | 239,890 | 753 | 0.01% | 0.01% | 132 | -39,024 | -13.99% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 236,088 | 741 | 0.02% | 0.03% | 133 | -48,216 | -16.96% | Q2 2026 | Aug 11, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 227,158 | 713 | 0.19% | 0.18% | 134 | +33,727 | 17.44% | Q2 2026 | Aug 07, 2026 |
| Compound Planning, Inc. | History | Added to | 222,072 | 697 | 0.02% | 0.02% | 135 | +20,320 | 10.07% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 219,071 | 687 | 0.01% | 0.01% | 136 | -33,892 | -13.4% | Q2 2026 | Aug 03, 2026 |
| Investors Research Corp | History | Reduced | 215,575 | 676 | 0.12% | 0.12% | 137 | -5,200 | -2.36% | Q2 2026 | Jul 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 204,462 | 642 | 0.01% | 0.0% | 138 | +147,708 | 260.26% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | Added to | 203,872 | 640 | 0.01% | 0.01% | 139 | +24,057 | 13.38% | Q2 2026 | Jul 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 201,431 | 632 | 0.0% | — | 140 | +201,431 | New | Q2 2026 | Jul 22, 2026 |
| Maven Securities LTD | History | New | 200,000 | 628 | 0.01% | — | 141 | +200,000 | New | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Added to | 195,616 | 614 | 0.0% | 0.0% | 142 | +101,594 | 108.05% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 191,056 | 599 | 0.0% | 0.0% | 143 | -334,729 | -63.66% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 188,471 | 591 | 0.0% | 0.0% | 144 | -91,458 | -32.67% | Q2 2026 | Aug 13, 2026 |
| OceanIQ Capital, LLC | History | New | 207,320 | 588 | 0.36% | — | 145 | +207,320 | New | Q2 2026 | Aug 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 185,499 | 582 | 0.0% | 0.0% | 146 | +28,350 | 18.04% | Q2 2026 | Sep 23, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 179,424 | 563 | 0.04% | 0.05% | 147 | -30,444 | -14.51% | Q2 2026 | Jul 21, 2026 |
| CHICAGO TRUST Co NA | History | Added to | 175,588 | 551 | 0.08% | 0.08% | 148 | +1,702 | 0.98% | Q2 2026 | Jul 16, 2026 |
| Henshaw Capital LLC | History | Reduced | 172,958 | 543 | 0.02% | 0.02% | 149 | -8,539 | -4.7% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 169,705 | 532 | 0.0% | 0.0% | 150 | +37,102 | 27.98% | Q2 2026 | Aug 11, 2026 |
| Perpetual Ltd | History | No change | 168,569 | 529 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sage Investment Counsel LLC | History | No change | 165,500 | 519 | 0.52% | 0.54% | 152 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 164,967 | 517 | 0.0% | 0.0% | 153 | +26,097 | 18.79% | Q2 2026 | Jul 24, 2026 |
| BARCLAYS PLC | History | Added to | 164,622 | 516 | 0.0% | 0.0% | 154 | +163,940 | 24038.12% | Q2 2026 | Aug 14, 2026 |
| FWG Holdings, LLC | History | Added to | 165,402 | 506 | 0.18% | 0.19% | 155 | +328 | 0.2% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | New | 160,265 | 503 | 0.0% | — | 156 | +160,265 | New | Q2 2026 | Aug 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 158,600 | 498 | 0.03% | 0.04% | 157 | +2,543 | 1.63% | Q2 2026 | Aug 04, 2026 |
| Wynn Capital, LLC | History | Added to | 150,285 | 471 | 0.21% | 0.22% | 158 | +5,420 | 3.74% | Q2 2026 | Jul 08, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 148,469 | 466 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 147,271 | 462 | 0.0% | 0.0% | 160 | -49,061 | -24.99% | Q2 2026 | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 146,396 | 459 | 0.0% | 0.0% | 161 | +23,441 | 19.06% | Q2 2026 | Jul 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 144,756 | 454 | 0.0% | 0.0% | 162 | +24,478 | 20.35% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Added to | 140,475 | 441 | 0.0% | 0.0% | 163 | +19,377 | 16.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 140,030 | 439 | 0.0% | 0.0% | 164 | +5,994 | 4.47% | Q2 2026 | Aug 11, 2026 |
| Quadrature Capital Ltd | History | Reduced | 139,065 | 436 | 0.0% | 0.01% | 165 | -74,636 | -34.93% | Q2 2026 | Aug 06, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 129,842 | 407 | 0.02% | 0.02% | 166 | -768 | -0.59% | Q2 2026 | Jul 27, 2026 |
| Brooklyn Investment Group | History | No change | 139,051 | 406 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| First Affirmative Financial Network | History | No change | 132,956 | 388 | 0.15% | 0.15% | 168 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 120,818 | 379 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 120,597 | 378 | 0.0% | 0.01% | 170 | -2,706,320 | -95.73% | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 118,211 | 371 | 0.0% | — | 171 | +118,211 | New | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 115,828 | 363 | 0.01% | 0.01% | 172 | +263 | 0.23% | Q2 2026 | Jul 20, 2026 |
| Farringdon Capital, Ltd. | History | New | 112,748 | 354 | 0.18% | — | 173 | +112,748 | New | Q2 2026 | Aug 12, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 110,000 | 345 | 0.04% | 0.06% | 174 | -7,000 | -5.98% | Q2 2026 | Aug 11, 2026 |
| DGS Capital Management, LLC | History | No change | 117,583 | 343 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 108,284 | 340 | 0.09% | 0.09% | 176 | +11,600 | 12.0% | Q2 2026 | Aug 07, 2026 |
| Nykredit A/S | History | New | 107,296 | 336 | 0.0% | — | 177 | +107,296 | New | Q2 2026 | Sep 08, 2026 |
| Quantbot Technologies LP | History | Added to | 106,963 | 335 | 0.01% | 0.0% | 178 | +98,116 | 1109.03% | Q2 2026 | Aug 12, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Added to | 105,742 | 332 | 0.09% | 0.01% | 179 | +93,120 | 737.76% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 100,058 | 314 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 99,500 | 312 | 0.01% | 0.01% | 181 | -2,500 | -2.45% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 99,351 | 311 | 0.0% | 0.0% | 182 | +1,194 | 1.22% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 97,158 | 305 | 0.0% | — | 183 | +97,158 | New | Q2 2026 | Aug 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 94,630 | 297 | 0.0% | 0.0% | 184 | +23,743 | 33.49% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 92,005 | 288 | 0.0% | 0.0% | 185 | -5,535 | -5.67% | Q2 2026 | Jul 29, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 90,915 | 285 | 0.12% | 0.13% | 186 | -3,452 | -3.66% | Q2 2026 | Jul 16, 2026 |
| Caprock Group, LLC | History | Reduced | 90,118 | 284 | 0.01% | 0.01% | 187 | -4,458 | -4.71% | Q2 2026 | Jul 27, 2026 |
| BFSG, LLC | History | Reduced | 89,550 | 281 | 0.02% | 0.03% | 188 | -7,200 | -7.44% | Q2 2026 | Jul 20, 2026 |
| Fielder Capital Group LLC | History | No change | 88,689 | 278 | 0.06% | 0.06% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 89,250 | 277 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BLI - Banque de Luxembourg Investments | History | New | 87,000 | 276 | 0.01% | — | 192 | +87,000 | New | Q2 2026 | Aug 10, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 87,987 | 276 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Reduced | 86,846 | 272 | 0.0% | 0.01% | 193 | -3,014,486 | -97.2% | Q2 2026 | Aug 27, 2026 |
| Csenge Advisory Group | History | Added to | 85,764 | 269 | 0.01% | 0.01% | 194 | +4,203 | 5.15% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 83,112 | 260 | 0.0% | 0.0% | 195 | +41,674 | 100.57% | Q2 2026 | Aug 19, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 82,155 | 257 | 0.08% | 0.07% | 196 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 80,333 | 252 | 0.0% | 0.0% | 197 | +4,077 | 5.35% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 80,000 | 251 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 78,920 | 247 | 0.0% | 0.0% | 199 | +16,346 | 26.12% | Q2 2026 | Aug 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 78,329 | 245 | 0.01% | 0.02% | 200 | -5,541 | -6.61% | Q2 2026 | Aug 14, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 75,000 | 235 | 0.06% | 0.06% | 201 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | History | No change | 73,961 | 232 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 73,702 | 231 | 0.0% | 0.0% | 203 | -187 | -0.25% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 71,688 | 225 | 0.0% | 0.0% | 204 | -7,524 | -9.5% | Q2 2026 | Jul 28, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 69,818 | 221 | 0.0% | 0.01% | 205 | -29,496 | -29.7% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 70,584 | 221 | 0.0% | 0.0% | 206 | +24,822 | 54.24% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 68,265 | 214 | 0.0% | 0.0% | 207 | +52,748 | 339.94% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 67,928 | 213 | 0.0% | 0.0% | 208 | +51,003 | 301.35% | Q2 2026 | Aug 12, 2026 |
| Genus Capital Management Inc. | History | No change | 66,608 | 209 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 66,350 | 208 | 0.01% | 0.01% | 210 | -2,000 | -2.93% | Q2 2026 | Aug 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 65,374 | 205 | 0.0% | 0.0% | 211 | -34,998 | -34.87% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | Added to | 65,000 | 204 | 0.0% | 0.0% | 212 | +35,000 | 116.67% | Q2 2026 | Sep 02, 2026 |
| Ballentine Partners, LLC | History | Reduced | 63,955 | 200 | 0.0% | 0.0% | 213 | -18,550 | -22.48% | Q2 2026 | Jul 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 63,348 | 199 | 0.0% | 0.0% | 214 | +7,475 | 13.38% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 63,179 | 198 | 0.0% | 0.0% | 215 | +6,393 | 11.26% | Q2 2026 | Aug 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 62,229 | 195 | 0.0% | 0.0% | 216 | +6,172 | 11.01% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 60,222 | 189 | 0.0% | 0.0% | 217 | +34,391 | 133.14% | Q2 2026 | Aug 10, 2026 |
| Robeco Institutional Asset Management B.V. | History | New | 58,313 | 183 | 0.0% | — | 219 | +58,313 | New | Q2 2026 | Jul 21, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 58,411 | 183 | 0.01% | 0.01% | 218 | +9,429 | 19.25% | Q2 2026 | Jul 24, 2026 |
| State of Wyoming | History | Reduced | 58,130 | 182 | 0.02% | 0.02% | 220 | -1,570 | -2.63% | Q2 2026 | Aug 06, 2026 |
| Bulltick Wealth Management, LLC | History | Reduced | 56,635 | 178 | 0.04% | 0.04% | 221 | -3,912 | -6.46% | Q2 2026 | Jul 30, 2026 |
| &PARTNERS | History | Added to | 51,870 | 162 | 0.0% | 0.0% | 222 | +7,144 | 15.97% | Q2 2026 | Aug 14, 2026 |
| SPX Gestao de Recursos Ltda | History | Reduced | 50,872 | 159 | 0.02% | 0.02% | 223 | -19,536 | -27.75% | Q2 2026 | Aug 19, 2026 |
| DOCK STREET ASSET MANAGEMENT INC | History | New | 50,000 | 157 | 0.01% | — | 224 | +50,000 | New | Q2 2026 | Jul 30, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 48,779 | 153 | 0.05% | 0.04% | 225 | +16,376 | 50.54% | Q2 2026 | Aug 04, 2026 |
| ABC ARBITRAGE SA | History | New | 47,831 | 150 | 0.02% | — | 226 | +47,831 | New | Q2 2026 | Jul 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 46,742 | 146 | 0.0% | 0.0% | 228 | +3,017 | 6.9% | Q2 2026 | Aug 11, 2026 |
| 1832 Asset Management L.P. | History | No change | 46,696 | 146 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEARING POINT CAPITAL, LLC | History | New | 46,015 | 144 | 0.02% | — | 229 | +46,015 | New | Q2 2026 | Aug 11, 2026 |
| Welch Group, LLC | History | No change | 45,191 | 141 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 44,683 | 140 | 0.08% | 0.07% | 231 | +2,548 | 6.05% | Q2 2026 | Aug 07, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 44,001 | 138 | 0.02% | 0.02% | 232 | -11,145 | -20.21% | Q2 2026 | Aug 11, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 43,396 | 136 | 0.01% | 0.01% | 233 | -4,102 | -8.64% | Q2 2026 | Aug 04, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 43,300 | 135 | 0.0% | 0.0% | 234 | -728,410 | -94.39% | Q2 2026 | Aug 06, 2026 |
| BSW Wealth Partners | History | Reduced | 42,676 | 134 | 0.01% | 0.02% | 235 | -12,622 | -22.83% | Q2 2026 | Jul 15, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 41,265 | 129 | 0.03% | 0.03% | 236 | -5,070 | -10.94% | Q2 2026 | Jul 23, 2026 |
| HighTower Advisors, LLC | History | Reduced | 41,049 | 128 | 0.0% | 0.0% | 237 | -455,042 | -91.73% | Q2 2026 | Aug 05, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 40,645 | 127 | 0.0% | 0.0% | 238 | -8,857 | -17.89% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | New | 39,466 | 123 | 0.0% | — | 239 | +39,466 | New | Q2 2026 | Aug 07, 2026 |
| HUB Investment Partners, LLC | History | Added to | 38,960 | 122 | 0.0% | 0.0% | 240 | +9,332 | 31.5% | Q2 2026 | Jul 31, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 38,490 | 120 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 38,184 | 119 | 0.0% | 0.01% | 242 | -15,083 | -28.32% | Q2 2026 | Jul 31, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 37,368 | 117 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Good Harbor Advisors, Inc. | History | Reduced | 35,528 | 111 | 0.11% | 0.12% | 244 | -1,768 | -4.74% | Q2 2026 | Jul 17, 2026 |
| FIRST HORIZON CORP | History | Reduced | 34,869 | 109 | 0.0% | 0.01% | 245 | -36,119 | -50.88% | Q2 2026 | Jul 20, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 34,777 | 109 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Chemistry Wealth Management LLC | History | No change | 35,000 | 109 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 33,379 | 106 | 0.01% | 0.01% | 248 | -10,990 | -24.77% | Q2 2026 | Jul 14, 2026 |
| Frec Markets, Inc. | History | Added to | 33,695 | 105 | 0.01% | 0.01% | 249 | +7,608 | 29.16% | Q2 2026 | Aug 13, 2026 |
| May Hill Capital, LLC | History | New | 32,422 | 101 | 0.02% | — | 251 | +32,422 | New | Q2 2026 | Aug 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 32,231 | 101 | 0.0% | 0.0% | 250 | +156 | 0.49% | Q2 2026 | Jul 27, 2026 |
| Leo Wealth, LLC | History | No change | 33,412 | 97 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 30,725 | 96 | 0.0% | 0.0% | 253 | -3,938 | -11.36% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 30,534 | 95 | 0.0% | 0.0% | 256 | +5,903 | 23.97% | Q2 2026 | Jul 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 30,345 | 95 | 0.0% | 0.0% | 254 | +3,499 | 13.03% | Q2 2026 | Aug 04, 2026 |
| BESSEMER GROUP INC | History | No change | 30,240 | 95 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 30,000 | 94 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 29,803 | 93 | 0.0% | 0.0% | 258 | +1,682 | 5.98% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,631 | 93 | 0.0% | 0.0% | 259 | +51 | 0.17% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 28,954 | 91 | 0.0% | 0.0% | 260 | +16,752 | 137.29% | Q2 2026 | Jul 17, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 28,880 | 90 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| R Squared Ltd | History | New | 27,520 | 86 | 0.05% | — | 262 | +27,520 | New | Q2 2026 | Aug 05, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 26,794 | 84 | 0.01% | 0.01% | 264 | +2,160 | 8.77% | Q2 2026 | Jul 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 26,761 | 84 | 0.0% | 0.0% | 263 | +333 | 1.26% | Q2 2026 | Sep 08, 2026 |
| IFG Advisory, LLC | History | New | 26,075 | 81 | 0.0% | — | 266 | +26,075 | New | Q2 2026 | Aug 13, 2026 |
| TMB Capital Partners, LLC | History | Reduced | 25,801 | 81 | 0.03% | 0.03% | 265 | -1,698 | -6.17% | Q2 2026 | Jul 24, 2026 |
| Carrera Capital Advisors | History | New | 25,788 | 80 | 0.01% | — | 271 | +25,788 | New | Q2 2026 | Aug 03, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 25,760 | 80 | 0.0% | 0.0% | 269 | -7,406 | -22.33% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 25,777 | 80 | 0.01% | 0.01% | 270 | -1,991 | -7.17% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | Added to | 25,531 | 80 | 0.0% | 0.0% | 267 | +1,348 | 5.57% | Q2 2026 | Aug 12, 2026 |
| Renasant Bank | History | Added to | 25,787 | 80 | 0.05% | 0.05% | 268 | +251 | 0.98% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | Added to | 25,046 | 78 | 0.0% | 0.0% | 273 | +1,580 | 6.73% | Q2 2026 | Aug 10, 2026 |
| ASPIRIANT, LLC | History | No change | 25,000 | 78 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MLP3, LLC | History | No change | 26,792 | 78 | 0.09% | 0.09% | 274 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 23,467 | 73 | 0.0% | 0.0% | 275 | +4,941 | 26.67% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Reduced | 22,993 | 72 | 0.0% | 0.0% | 276 | -1,680 | -6.81% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | Added to | 22,136 | 69 | 0.0% | 0.0% | 277 | +2,359 | 11.93% | Q2 2026 | Jul 22, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 22,183 | 69 | 0.01% | 0.01% | 278 | +246 | 1.12% | Q2 2026 | Jul 16, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 21,725 | 68 | 0.01% | 0.01% | 280 | -2,830 | -11.53% | Q2 2026 | Jul 07, 2026 |
| XPONANCE LLC | History | Reduced | 21,934 | 68 | 0.0% | 0.0% | 279 | -332 | -1.49% | Q2 2026 | Aug 10, 2026 |
| Independent Advisor Alliance | History | Added to | 21,425 | 67 | 0.0% | 0.0% | 283 | +9,302 | 76.73% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 22,006 | 67 | 0.0% | 0.0% | 282 | +8,195 | 59.34% | Q2 2026 | Jul 15, 2026 |
| West Family Investments, Inc. | History | Reduced | 21,621 | 67 | 0.02% | 0.03% | 281 | -3,789 | -14.91% | Q2 2026 | Aug 10, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 21,284 | 66 | 0.0% | 0.0% | 284 | -142 | -0.66% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 20,399 | 64 | 0.0% | — | 286 | +20,399 | New | Q2 2026 | Aug 17, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 20,593 | 64 | 0.0% | 0.0% | 285 | +5,614 | 37.48% | Q2 2026 | Aug 20, 2026 |
| Almanack Investment Partners, LLC. | History | New | 20,000 | 62 | 0.01% | — | 287 | +20,000 | New | Q2 2026 | Jul 30, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 19,483 | 61 | 0.0% | 0.0% | 290 | -15,885 | -44.91% | Q2 2026 | Aug 10, 2026 |
| Grove Bank & Trust | History | Reduced | 19,450 | 61 | 0.01% | 0.01% | 289 | -360 | -1.82% | Q2 2026 | Jul 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 19,503 | 61 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D'Orazio & Associates, Inc. | History | New | 19,390 | 60 | 0.01% | — | 291 | +19,390 | New | Q2 2026 | Jul 28, 2026 |
| Magnus Financial Group LLC | History | New | 19,375 | 60 | 0.0% | — | 292 | +19,375 | New | Q2 2026 | Jul 09, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 19,062 | 59 | 0.0% | 0.01% | 294 | -1,289 | -6.33% | Q2 2026 | Aug 11, 2026 |
| Red Door Wealth Management, LLC | History | No change | 19,000 | 59 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 18,724 | 58 | 0.0% | 0.0% | 295 | +1,995 | 11.93% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 18,394 | 57 | 0.0% | 0.0% | 296 | +211 | 1.16% | Q2 2026 | Aug 12, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 17,935 | 56 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 17,782 | 55 | 0.05% | 0.05% | 299 | +194 | 1.1% | Q2 2026 | Jul 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 17,516 | 55 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 17,364 | 54 | 0.0% | 0.0% | 300 | -2,357 | -11.95% | Q2 2026 | Aug 12, 2026 |
| Traveka Wealth, LLC | History | Added to | 17,268 | 54 | 0.02% | 0.02% | 301 | +513 | 3.06% | Q2 2026 | Jul 21, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 16,979 | 53 | 0.0% | 0.0% | 302 | +225 | 1.34% | Q2 2026 | Jul 22, 2026 |
| FLC Capital Advisors | History | Reduced | 16,848 | 52 | 0.01% | 0.03% | 303 | -43,617 | -72.14% | Q2 2026 | Jul 20, 2026 |
| PDS Planning, Inc | History | Added to | 16,528 | 51 | 0.0% | 0.0% | 305 | +1,539 | 10.27% | Q2 2026 | Aug 05, 2026 |
| PARK NATIONAL CORP /OH/ | History | No change | 16,386 | 51 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Viewpoint Capital Management LLC | History | No change | 16,300 | 51 | 0.03% | 0.02% | 306 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HB Wealth Management, LLC | History | New | 16,205 | 50 | 0.0% | — | 309 | +16,205 | New | Q2 2026 | Jul 29, 2026 |
| SIGNATUREFD, LLC | History | Added to | 16,039 | 50 | 0.0% | 0.0% | 307 | +413 | 2.64% | Q2 2026 | Jul 23, 2026 |
| EntryPoint Capital, LLC | History | No change | 16,169 | 50 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | New | 15,733 | 49 | 0.0% | — | 312 | +15,733 | New | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 15,657 | 49 | 0.0% | 0.0% | 310 | -1,109 | -6.61% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 15,440 | 49 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hidden Cove Wealth Management, LLC | History | New | 15,165 | 47 | 0.03% | — | 315 | +15,165 | New | Q2 2026 | Jul 21, 2026 |
| IHT Wealth Management, LLC | History | Added to | 15,284 | 47 | 0.0% | 0.0% | 313 | +1,995 | 15.01% | Q2 2026 | Aug 14, 2026 |
| Generation Capital Management LLC | History | No change | 15,000 | 47 | 0.03% | 0.03% | 314 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Enterprises, LLC | History | New | 14,789 | 46 | 0.0% | — | 320 | +14,789 | New | Q2 2026 | Jul 31, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 14,896 | 46 | 0.0% | 0.0% | 316 | +2,642 | 21.56% | Q2 2026 | Aug 03, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 14,684 | 46 | 0.02% | 0.02% | 319 | -1,328 | -8.29% | Q2 2026 | Aug 05, 2026 |
| Savant Capital, LLC | History | Added to | 14,877 | 46 | 0.0% | 0.0% | 317 | +250 | 1.71% | Q2 2026 | Aug 10, 2026 |
| Henry James International Management Inc. | History | No change | 14,686 | 46 | 0.01% | 0.02% | 318 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EP Wealth Advisors, LLC | History | New | 14,570 | 45 | 0.0% | — | 322 | +14,570 | New | Q2 2026 | Aug 11, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 14,269 | 45 | 0.01% | — | 323 | +14,269 | New | Q2 2026 | Jul 30, 2026 |
| Inscription Capital, LLC | History | No change | 14,339 | 45 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 14,190 | 44 | 0.0% | 0.0% | 324 | -42 | -0.3% | Q2 2026 | Aug 05, 2026 |
| Foster Group, Inc. | History | No change | 13,959 | 43 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Nolet Wealth Management, LLC | History | New | 13,421 | 42 | 0.02% | — | 326 | +13,421 | New | Q2 2026 | Jul 10, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 13,083 | 41 | 0.0% | 0.0% | 329 | +2,631 | 25.17% | Q2 2026 | Jul 08, 2026 |
| Leisure Capital Management | History | Reduced | 13,142 | 41 | 0.01% | 0.01% | 328 | -833 | -5.96% | Q2 2026 | Jul 24, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 13,215 | 41 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GTS SECURITIES LLC | History | Reduced | 12,742 | 40 | 0.0% | 0.01% | 330 | -38,290 | -75.03% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | New | 12,906 | 40 | 0.0% | — | 333 | +12,906 | New | Q2 2026 | Aug 03, 2026 |
| Bryant Woods Investment Advisors, LLC | History | New | 12,874 | 40 | 0.01% | — | 334 | +12,874 | New | Q2 2026 | Jul 22, 2026 |
| NorthRock Partners, LLC | History | Reduced | 12,771 | 40 | 0.0% | 0.0% | 331 | -989 | -7.19% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 12,900 | 40 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VestGen Advisors, LLC | History | New | 12,588 | 39 | 0.0% | — | 338 | +12,588 | New | Q2 2026 | Aug 11, 2026 |
| SG Americas Securities, LLC | History | Reduced | 12,549 | 39 | 0.0% | 0.0% | 336 | -11,317 | -47.42% | Q2 2026 | Aug 07, 2026 |
| EQUITABLE TRUST CO | History | Added to | 12,498 | 39 | 0.0% | 0.0% | 335 | +1,009 | 8.78% | Q2 2026 | Jul 23, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Reduced | 12,593 | 39 | 0.01% | 0.02% | 337 | -825 | -6.15% | Q2 2026 | Aug 10, 2026 |
| Global Wealth Strategies & Associates | History | New | 11,855 | 37 | 0.01% | — | 340 | +11,855 | New | Q2 2026 | Jul 01, 2026 |
| Bensler, LLC | History | No change | 11,969 | 37 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 11,708 | 36 | 0.0% | 0.0% | 342 | -7,222 | -38.15% | Q2 2026 | Jul 31, 2026 |
| Metis Global Partners, LLC | History | Reduced | 11,636 | 36 | 0.0% | 0.0% | 341 | -4,358 | -27.25% | Q2 2026 | Aug 10, 2026 |
| Balefire, LLC | History | Added to | 11,712 | 36 | 0.01% | 0.01% | 343 | +96 | 0.83% | Q2 2026 | Jul 07, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 11,221 | 35 | 0.0% | 0.01% | 345 | -2,128 | -15.94% | Q2 2026 | Aug 03, 2026 |
| Monument Capital Management | History | No change | 11,171 | 35 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 11,079 | 34 | 0.01% | 0.01% | 349 | +740 | 7.16% | Q2 2026 | Jul 23, 2026 |
| Integrated Advisors Network LLC | History | Added to | 10,892 | 34 | 0.0% | 0.0% | 346 | +217 | 2.03% | Q2 2026 | Aug 11, 2026 |
| Mountain Capital Investment Advisors Inc. | History | No change | 11,087 | 34 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Forum Financial Management, LP | History | No change | 11,000 | 34 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| S Harris Financial Group, LLC | History | Reduced | 10,661 | 33 | 0.03% | 0.03% | 352 | -729 | -6.4% | Q2 2026 | Jul 24, 2026 |
| Wagner Wealth Management, LLC | History | No change | 10,525 | 33 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NWF Advisory Services Inc. | History | No change | 10,530 | 33 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Modern Wealth Management, LLC | History | New | 10,459 | 32 | 0.0% | — | 355 | +10,459 | New | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 11,078 | 32 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Park Capital Management, LLC / WI | History | No change | 10,276 | 32 | 0.02% | 0.03% | 354 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 10,139 | 31 | 0.0% | — | 360 | +10,139 | New | Q2 2026 | Sep 23, 2026 |
| Simplicity Wealth,LLC | History | New | 10,089 | 31 | 0.0% | — | 359 | +10,089 | New | Q2 2026 | Aug 06, 2026 |
| Demars Financial Group, LLC | History | New | 10,000 | 31 | 0.01% | — | 358 | +10,000 | New | Q2 2026 | Jul 21, 2026 |
| GAMMA Investing LLC | History | Added to | 10,018 | 31 | 0.0% | 0.0% | 357 | +245 | 2.51% | Q2 2026 | Jul 07, 2026 |
| Ruggaard & Associates LLC | History | No change | 10,000 | 31 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 8,612 | 27 | 0.0% | 0.0% | 361 | -9,247 | -51.78% | Q2 2026 | Jul 24, 2026 |
| Hilltop National Bank | History | No change | 7,850 | 24 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 7,365 | 23 | 0.01% | 0.01% | 363 | +337 | 4.8% | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 7,385 | 21 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 6,188 | 19 | 0.0% | 0.0% | 366 | +1,604 | 34.99% | Q2 2026 | Aug 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 6,771 | 19 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 6,000 | 18 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| North Star Investment Management Corp. | History | Reduced | 4,786 | 15 | 0.0% | 0.0% | 368 | -240 | -4.78% | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | Reduced | 4,157 | 13 | 0.0% | 0.0% | 371 | -1,035 | -19.93% | Q2 2026 | Jul 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 4,170 | 13 | 0.0% | 0.0% | 369 | -638 | -13.27% | Q2 2026 | Aug 05, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 4,442 | 13 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 4,000 | 12 | 0.0% | 0.0% | 372 | -151 | -3.64% | Q2 2026 | Jul 14, 2026 |
| Hara Capital LLC | History | No change | 4,100 | 12 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 3,600 | 11 | 0.01% | 0.01% | 374 | -3,392 | -48.51% | Q2 2026 | Jul 27, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 3,169 | 9 | 0.0% | 0.0% | 375 | -17,076 | -84.35% | Q2 2026 | Sep 04, 2026 |
| Bogart Wealth, LLC | History | No change | 2,660 | 8 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 2,804 | 8 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,018 | 6 | 0.0% | 0.0% | 379 | +687 | 51.62% | Q2 2026 | Aug 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,935 | 6 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EASTERN BANK | History | New | 1,707 | 5 | 0.0% | — | 382 | +1,707 | New | Q2 2026 | Jul 01, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 1,809 | 5 | 0.0% | 0.0% | 380 | -530 | -22.66% | Q2 2026 | Jul 21, 2026 |
| UMB Bank, n.a. | History | No change | 1,747 | 5 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,503 | 4 | 0.0% | 0.0% | 383 | +530 | 54.47% | Q2 2026 | Jul 28, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 991 | 3 | 0.0% | — | 385 | +686 | 224.92% | Q2 2026 | Jul 23, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 1,050 | 3 | 0.0% | 0.0% | 384 | +500 | 90.91% | Q2 2026 | Jul 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,190 | 3 | 0.0% | 0.0% | 386 | +160 | 15.53% | Q2 2026 | Jul 20, 2026 |
| Nemes Rush Group LLC | History | No change | 1,000 | 3 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 767 | 2 | 0.0% | 0.05% | 388 | -1,143,682 | -99.93% | Q2 2026 | Aug 13, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 823 | 2 | 0.0% | 0.0% | 389 | -40,151 | -97.99% | Q2 2026 | Jul 30, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 778 | 2 | 0.0% | 0.0% | 390 | +285 | 57.81% | Q2 2026 | Jul 27, 2026 |
| Glen Eagle Advisors, LLC | History | New | 631 | 1 | 0.0% | — | 398 | +631 | New | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | New | 529 | 1 | 0.0% | — | 397 | +529 | New | Q2 2026 | Jul 02, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 469 | 1 | 0.0% | — | 396 | +469 | New | Q2 2026 | Aug 07, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 504 | 1 | 0.0% | — | 395 | +323 | 178.45% | Q2 2026 | Aug 28, 2026 |
| Kilter Group LLC | History | New | 320 | 1 | 0.0% | — | 399 | +320 | New | Q2 2026 | Aug 11, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 631 | 1 | 0.0% | 0.0% | 391 | +217 | 52.42% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 529 | 1 | 0.0% | 0.0% | 392 | -20 | -3.64% | Q2 2026 | Jul 10, 2026 |
| Bell Investment Advisors, Inc | History | No change | 513 | 1 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MidFirst Bank | History | No change | 375 | 1 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eldred Rock Partners, LLC | History | Closed out | 0 | 0 | — | 2.62% | — | -3,527,367 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -1,963,825 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.06% | — | -240,252 | -100.0% | Q2 2026 | Jul 31, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -215,134 | -100.0% | Q2 2026 | Aug 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -152,614 | -100.0% | Q2 2026 | Aug 04, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -147,401 | -100.0% | Q2 2026 | Aug 13, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -146,518 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Absolute Gestao de Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.05% | — | -141,469 | -100.0% | Q2 2026 | Aug 25, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -133,866 | -100.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -108,382 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quinn Opportunity Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -80,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Larry Mathis Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -77,533 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -76,757 | -100.0% | Q2 2026 | Aug 07, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59,597 | -100.0% | Q2 2026 | Jul 16, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -56,922 | -100.0% | Q2 2026 | Aug 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,403 | -100.0% | Q2 2026 | Aug 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -41,864 | -100.0% | Q2 2026 | Jul 15, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -39,971 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,300 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -23,403 | -100.0% | Q2 2026 | Aug 11, 2026 |
| EJMK Ventures LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -23,068 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Sendero Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,540 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,264 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,983 | -100.0% | Q2 2026 | Aug 14, 2026 |
| IRON Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,862 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,251 | -100.0% | Q2 2026 | Jul 27, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,596 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Abacus Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,495 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Impact Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,755 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Plan A Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,449 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,214 | -100.0% | Q2 2026 | Aug 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,381 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -7,500 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,566 | -100.0% | Q2 2026 | Aug 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,532 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Western Pacific Wealth Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q2 2026 | Aug 07, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -803 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -638 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -553 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -387 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 297 | 0 | — | 0.0% | — | -341 | -53.45% | Q2 2026 | Jul 06, 2026 |
| SJS Investment Consulting Inc. | History | New | 260 | 0 | — | — | — | +260 | New | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | — | — | -247 | -100.0% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | New | 167 | 0 | — | — | — | +167 | New | Q2 2026 | Jul 14, 2026 |
| Horizon Investments, LLC | History | Reduced | 143 | 0 | — | — | — | -157 | -52.33% | Q2 2026 | Aug 13, 2026 |
| Montgomery Financial Services LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -76 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q2 2026 | Jul 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 111 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MATHER GROUP, LLC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SHP Wealth Management | History | No change | 299 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Abound Wealth Management | History | No change | 78 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fairman Group, LLC | History | No change | 117 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |