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 | No change | 349,323,217 | 1,096,874 | 1.83% | 1.83% | 1 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GQG Partners LLC | History | No change | 185,072,397 | 581,127 | 1.08% | 1.08% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 33,059,703 | 103,807 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 28,979,606 | 90,995 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 27,000,448 | 84,781 | 0.11% | 0.11% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 24,910,000 | 78,217 | 0.11% | 0.11% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 22,996,163 | 72,208 | 0.11% | 0.11% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 20,526,907 | 64,454 | 0.45% | 0.45% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 17,544,010 | 51,228 | 0.2% | 0.2% | 9 | +3,913,994 | 28.72% | Q3 2026 | Oct 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 12,870,831 | 40,414 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 12,751,317 | 40,039 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 11,492,766 | 36,087 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 11,834,872 | 34,321 | 0.05% | 0.06% | 13 | +1,674 | 0.01% | Q3 2026 | Nov 04, 2026 |
| CITADEL ADVISORS LLC | History | No change | 10,197,512 | 32,020 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| RWC Asset Management LLP | History | Added to | 10,779,739 | 31,476 | 1.17% | 1.25% | 15 | +231,992 | 2.2% | Q3 2026 | Oct 22, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 10,623,972 | 31,021 | 0.85% | 0.9% | 16 | -220,005 | -2.03% | Q3 2026 | Nov 04, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 10,455,794 | 30,521 | 0.01% | 0.01% | 17 | +577,966 | 5.85% | Q3 2026 | Nov 04, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 10,715,332 | 29,439 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STATE STREET CORP | History | No change | 8,283,804 | 26,386 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Kiltearn Partners LLP | History | No change | 7,567,886 | 23,763 | 5.77% | 5.77% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Formuepleje A/S | History | New | 8,085,691 | 23,610 | 1.96% | — | 21 | +8,085,691 | New | Q3 2026 | Oct 15, 2026 |
| DJE Kapital AG | History | No change | 6,959,168 | 23,112 | 0.44% | 0.44% | 22 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MARSHALL WACE, LLP | History | No change | 7,144,205 | 22,432 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 6,995,240 | 21,940 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC | History | Reduced | 7,048,327 | 20,581 | 2.19% | 2.59% | 25 | -36,857 | -0.52% | Q3 2026 | Oct 19, 2026 |
| UBS Group AG | History | No change | 6,243,950 | 19,606 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 6,151,660 | 19,316 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 6,127,421 | 19,240 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,876,717 | 18,452 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 5,745,785 | 18,041 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,466,817 | 17,165 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 5,158,548 | 16,197 | 0.12% | 0.12% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 5,000,187 | 15,700 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 4,418,170 | 14,049 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 4,188,376 | 13,151 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,066,693 | 12,769 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,640,802 | 11,431 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Altrius Capital Management Inc | History | Added to | 3,881,140 | 11,332 | 2.02% | 2.19% | 38 | +201,175 | 5.47% | Q3 2026 | Nov 05, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 3,822,026 | 11,160 | 0.03% | 0.03% | 39 | +82,137 | 2.2% | Q3 2026 | Oct 30, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,317,861 | 10,418 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 3,119,153 | 9,794 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,953,304 | 9,273 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,806,875 | 8,785 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Invesco Ltd. | History | No change | 2,788,660 | 8,756 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 2,648,958 | 8,317 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,615,129 | 8,316 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | No change | 2,576,554 | 8,090 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 2,750,652 | 8,031 | 0.16% | 0.18% | 48 | -33,798 | -1.21% | Q3 2026 | Nov 02, 2026 |
| Legal & General Group Plc | History | No change | 2,460,222 | 7,712 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Reduced | 2,435,619 | 7,112 | 0.03% | 0.03% | 50 | -77,015 | -3.07% | Q3 2026 | Oct 30, 2026 |
| Point72 Asset Management, L.P. | History | No change | 2,197,011 | 6,898 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 2,262,903 | 6,694 | 0.55% | 0.87% | 52 | -37,338 | -1.62% | Q3 2026 | Oct 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 1,881,363 | 5,905 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 1,837,660 | 5,770 | 0.07% | 0.07% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 1,958,663 | 5,719 | 0.05% | 0.05% | 55 | +98,767 | 5.31% | Q3 2026 | Oct 30, 2026 |
| SEI INVESTMENTS CO | History | No change | 1,818,305 | 5,709 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,721,555 | 5,405 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,719,323 | 5,398 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,692,184 | 5,313 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 1,442,144 | 4,528 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,377,103 | 4,324 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,360,604 | 4,272 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 1,461,819 | 4,268 | 0.01% | 0.01% | 63 | +247,034 | 20.34% | Q3 2026 | Oct 21, 2026 |
| Cook & Bynum Capital Management, LLC | History | No change | 1,354,009 | 4,251 | 3.16% | 3.16% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,280,657 | 4,021 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boston Partners | History | No change | 1,219,543 | 3,829 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ARGA Investment Management, LP | History | Added to | 1,299,756 | 3,795 | 0.1% | 0.1% | 67 | +65,648 | 5.32% | Q3 2026 | Oct 30, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 1,110,738 | 3,487 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 1,093,579 | 3,433 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 1,159,886 | 3,386 | 0.0% | 0.0% | 70 | +13,488 | 1.18% | Q3 2026 | Nov 02, 2026 |
| Sava Infond d.o.o. | History | Added to | 1,100,000 | 3,212 | 0.19% | 0.12% | 71 | +550,000 | 100.0% | Q3 2026 | Oct 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,012,384 | 3,178 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 1,003,011 | 3,149 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seafarer Capital Partners, LLC | History | Reduced | 1,069,000 | 3,121 | 0.85% | 17.42% | 74 | -23,000,000 | -95.56% | Q3 2026 | Nov 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 942,051 | 2,958 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Privium Fund Management B.V. | History | Added to | 989,723 | 2,889 | 0.56% | 0.46% | 76 | +187,556 | 23.38% | Q3 2026 | Nov 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 897,667 | 2,818 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 887,341 | 2,786 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | No change | 852,729 | 2,677 | 0.55% | 0.55% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 807,600 | 2,535 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 788,519 | 2,475 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Callan Family Office, LLC | History | No change | 776,029 | 2,436 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 694,640 | 2,181 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 723,613 | 2,113 | 0.0% | 0.01% | 84 | -18,485 | -2.49% | Q3 2026 | Nov 02, 2026 |
| Amundi | History | No change | 663,655 | 2,083 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 652,846 | 2,049 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | No change | 698,291 | 2,039 | 1.78% | 1.97% | 87 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 695,946 | 2,032 | 0.32% | 0.32% | 88 | -9,143 | -1.3% | Q3 2026 | Oct 30, 2026 |
| Virtus Family Office LLC | History | Added to | 681,540 | 2,023 | 1.55% | 1.55% | 89 | +62,203 | 10.04% | Q3 2026 | Oct 30, 2026 |
| EARNEST PARTNERS LLC | History | No change | 633,109 | 1,987 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Darwins River Capital, LP | History | No change | 619,195 | 1,944 | 1.07% | 1.07% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Reduced | 630,066 | 1,839 | 0.07% | 0.09% | 92 | -132,049 | -17.33% | Q3 2026 | Oct 22, 2026 |
| BARINGS LLC | History | No change | 621,824 | 1,815 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Fisher Asset Management, LLC | History | No change | 521,972 | 1,638 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 514,411 | 1,615 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Erste Asset Management GmbH | History | No change | 500,000 | 1,590 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nuveen, LLC | History | No change | 503,081 | 1,579 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 490,734 | 1,540 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 474,242 | 1,489 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 469,038 | 1,472 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Burford Brothers, Inc. | History | Added to | 501,254 | 1,463 | 0.53% | 0.29% | 101 | +252,006 | 101.11% | Q3 2026 | Oct 21, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 460,355 | 1,445 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCS Capital Management LLC | History | No change | 456,783 | 1,434 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 477,339 | 1,393 | 0.0% | 0.0% | 104 | +109,796 | 29.87% | Q3 2026 | Oct 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 441,826 | 1,387 | 0.0% | 0.0% | 105 | 0 | 0.0% | 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 | No change | 406,649 | 1,276 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 382,971 | 1,202 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 372,942 | 1,171 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 368,277 | 1,156 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Oldfield Partners LLP | History | No change | 383,700 | 1,120 | 0.26% | 0.29% | 111 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| RHUMBLINE ADVISERS | History | No change | 351,726 | 1,104 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | No change | 349,336 | 1,096 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 340,465 | 994 | 0.0% | 0.0% | 114 | +282,152 | 483.86% | Q3 2026 | Oct 20, 2026 |
| Neuberger Berman Group LLC | History | No change | 311,535 | 978 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Ted Buchan & Co | History | Added to | 321,188 | 937 | 0.31% | 0.32% | 116 | +6,446 | 2.05% | Q3 2026 | Oct 23, 2026 |
| Unison Advisors LLC | History | Added to | 313,938 | 929 | 0.07% | 0.07% | 117 | +1,400 | 0.45% | Q3 2026 | Oct 28, 2026 |
| Parvin Asset Management, LLC | History | No change | 291,875 | 916 | 0.72% | 0.72% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VPR Management LLC | History | No change | 287,929 | 904 | 0.36% | 0.36% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 287,631 | 903 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 298,501 | 871 | 0.09% | 0.22% | 121 | -390,241 | -56.66% | Q3 2026 | Oct 19, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 262,586 | 848 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 267,311 | 839 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DODGE & COX | History | No change | 252,700 | 793 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 249,841 | 784 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qtron Investments LLC | History | No change | 248,945 | 781 | 0.1% | 0.1% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | No change | 245,100 | 769 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEPHENS INC /AR/ | History | No change | 243,777 | 765 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Centiva Capital, LP | History | No change | 239,890 | 753 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 247,884 | 723 | 0.01% | 0.01% | 130 | -13,579 | -5.19% | Q3 2026 | Oct 15, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 227,158 | 713 | 0.19% | 0.19% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OceanIQ Capital, LLC | History | No change | 207,320 | 667 | 0.35% | 0.36% | 132 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 224,378 | 655 | 0.01% | 0.01% | 133 | +5,307 | 2.42% | Q3 2026 | Oct 27, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 204,462 | 642 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 215,695 | 629 | 0.02% | 0.02% | 135 | -20,393 | -8.64% | Q3 2026 | Oct 28, 2026 |
| Henshaw Capital LLC | History | Added to | 215,338 | 628 | 0.02% | 0.02% | 137 | +42,380 | 24.5% | Q3 2026 | Nov 03, 2026 |
| Maven Securities LTD | History | No change | 200,000 | 628 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 209,105 | 610 | 0.0% | 0.0% | 138 | -543,041 | -72.2% | Q3 2026 | Nov 04, 2026 |
| Squarepoint Ops LLC | History | No change | 191,056 | 599 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investors Research Corp | History | Reduced | 203,687 | 594 | 0.1% | 0.12% | 140 | -11,888 | -5.51% | Q3 2026 | Oct 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 188,471 | 591 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 185,499 | 582 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Compound Planning, Inc. | History | Reduced | 198,557 | 579 | 0.01% | 0.02% | 144 | -23,515 | -10.59% | Q3 2026 | Nov 05, 2026 |
| Blue Trust, Inc. | History | Reduced | 198,320 | 579 | 0.01% | 0.01% | 143 | -5,552 | -2.72% | Q3 2026 | Oct 15, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 182,928 | 534 | 0.04% | 0.04% | 145 | +3,504 | 1.95% | Q3 2026 | Oct 26, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 169,705 | 532 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 164,967 | 517 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BARCLAYS PLC | History | No change | 164,622 | 516 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FWG Holdings, LLC | History | No change | 165,402 | 506 | 0.18% | 0.18% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 160,265 | 503 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 158,600 | 498 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHICAGO TRUST Co NA | History | Reduced | 169,343 | 494 | 0.07% | 0.08% | 152 | -6,245 | -3.56% | Q3 2026 | Oct 28, 2026 |
| Perpetual Ltd | History | No change | 168,569 | 492 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Sage Investment Counsel LLC | History | No change | 165,500 | 483 | 0.48% | 0.52% | 154 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 148,469 | 466 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 147,271 | 462 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 146,396 | 459 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sanctuary Advisors, LLC | History | No change | 144,756 | 454 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 153,858 | 449 | 0.0% | 0.0% | 159 | +93,636 | 155.48% | Q3 2026 | Oct 28, 2026 |
| Wynn Capital, LLC | History | Added to | 153,605 | 448 | 0.2% | 0.21% | 160 | +3,320 | 2.21% | Q3 2026 | Oct 13, 2026 |
| Empowered Funds, LLC | History | No change | 140,475 | 441 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 140,030 | 439 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quadrature Capital Ltd | History | No change | 139,065 | 436 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Affirmative Financial Network | History | New | 145,136 | 423 | 0.09% | — | 164 | +145,136 | New | Q3 2026 | Oct 21, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 129,842 | 379 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 120,818 | 379 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 120,597 | 378 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 118,211 | 371 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farringdon Capital, Ltd. | History | No change | 112,748 | 354 | 0.18% | 0.18% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorShares Investments LLC | History | No change | 110,000 | 345 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 116,529 | 340 | 0.01% | 0.01% | 171 | +701 | 0.61% | Q3 2026 | Oct 16, 2026 |
| Nykredit A/S | History | No change | 107,296 | 336 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Quantbot Technologies LP | History | No change | 106,963 | 335 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 105,742 | 332 | 0.09% | 0.09% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tuttle Capital Management, LLC | History | New | 109,598 | 327 | 0.14% | — | 176 | +109,598 | New | Q3 2026 | Oct 21, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 112,135 | 327 | 0.08% | 0.09% | 175 | +3,851 | 3.56% | Q3 2026 | Oct 19, 2026 |
| Ethic Inc. | History | Reduced | 110,981 | 324 | 0.0% | 0.01% | 177 | -139,745 | -55.74% | Q3 2026 | Nov 03, 2026 |
| Jefferies Financial Group Inc. | History | New | 109,114 | 318 | 0.0% | — | 178 | +109,114 | New | Q3 2026 | Nov 05, 2026 |
| Moors & Cabot, Inc. | History | No change | 99,500 | 312 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 99,351 | 311 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 97,158 | 305 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 99,894 | 291 | 0.0% | 0.0% | 182 | -164 | -0.16% | Q3 2026 | Oct 21, 2026 |
| Caprock Group, LLC | History | No change | 90,118 | 284 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | Added to | 96,840 | 282 | 0.0% | 0.0% | 184 | +53,540 | 123.65% | Q3 2026 | Nov 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 95,235 | 278 | 0.0% | 0.0% | 185 | +3,230 | 3.51% | Q3 2026 | Nov 02, 2026 |
| Fielder Capital Group LLC | History | No change | 88,689 | 278 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 87,987 | 276 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLI - Banque de Luxembourg Investments | History | No change | 87,000 | 276 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | Reduced | 93,409 | 272 | 0.0% | 0.0% | 189 | -102,207 | -52.25% | Q3 2026 | Nov 05, 2026 |
| Corient Private Wealth LP | History | No change | 86,846 | 272 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Csenge Advisory Group | History | Added to | 91,134 | 266 | 0.01% | 0.01% | 191 | +5,370 | 6.26% | Q3 2026 | Nov 04, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 90,270 | 263 | 0.11% | 0.12% | 192 | -645 | -0.71% | Q3 2026 | Oct 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 83,112 | 260 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 89,250 | 258 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BFSG, LLC | History | Reduced | 87,150 | 254 | 0.02% | 0.02% | 195 | -2,400 | -2.68% | Q3 2026 | Oct 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 80,333 | 252 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 80,000 | 251 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 78,920 | 247 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 78,329 | 245 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 82,155 | 239 | 0.07% | 0.08% | 200 | 0 | 0.0% | Q3 2026 | Oct 19, 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 | No change | 73,702 | 231 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 69,818 | 221 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 70,584 | 221 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 75,359 | 220 | 0.0% | 0.0% | 206 | -126,072 | -62.59% | Q3 2026 | Oct 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 68,265 | 214 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 67,928 | 213 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 65,374 | 205 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 65,000 | 204 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Ballentine Partners, LLC | History | No change | 63,955 | 200 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 62,229 | 195 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Genus Capital Management Inc. | History | No change | 66,608 | 194 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 66,320 | 193 | 0.0% | 0.0% | 214 | -5,368 | -7.49% | Q3 2026 | Oct 30, 2026 |
| StoneX Group Inc. | History | New | 65,608 | 190 | 0.01% | — | 215 | +65,608 | New | Q3 2026 | Nov 03, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 62,350 | 182 | 0.01% | 0.01% | 217 | -4,000 | -6.03% | Q3 2026 | Nov 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 62,414 | 182 | 0.0% | 0.0% | 216 | -934 | -1.47% | Q3 2026 | Oct 26, 2026 |
| State of Wyoming | History | Added to | 61,700 | 180 | 0.01% | 0.02% | 218 | +3,570 | 6.14% | Q3 2026 | Oct 28, 2026 |
| Bulltick Wealth Management, LLC | History | No change | 56,635 | 178 | 0.04% | 0.04% | 219 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 56,137 | 163 | 0.0% | — | 220 | +56,137 | New | Q3 2026 | Oct 13, 2026 |
| &PARTNERS | History | No change | 51,870 | 162 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 55,414 | 161 | 0.0% | 0.0% | 222 | -7,765 | -12.29% | Q3 2026 | Nov 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 54,795 | 160 | 0.0% | 0.0% | 223 | +25,164 | 84.92% | Q3 2026 | Nov 02, 2026 |
| SPX Gestao de Recursos Ltda | History | No change | 50,872 | 159 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| DOCK STREET ASSET MANAGEMENT INC | History | No change | 50,000 | 157 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| 1832 Asset Management L.P. | History | No change | 46,696 | 146 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 46,742 | 146 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 46,015 | 144 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 44,683 | 140 | 0.08% | 0.08% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 44,001 | 138 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 43,396 | 136 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Welch Group, LLC | History | Added to | 45,974 | 134 | 0.0% | 0.0% | 232 | +783 | 1.73% | Q3 2026 | Oct 29, 2026 |
| BSW Wealth Partners | History | No change | 42,676 | 134 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 44,229 | 129 | 0.01% | 0.01% | 234 | -14,182 | -24.28% | Q3 2026 | Oct 28, 2026 |
| HighTower Advisors, LLC | History | No change | 41,049 | 128 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IEQ CAPITAL, LLC | History | No change | 40,645 | 127 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 39,466 | 123 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Split Creek LLC DBA Split Creek Capital LLC | History | New | 41,948 | 122 | 0.12% | — | 238 | +41,948 | New | Q3 2026 | Nov 02, 2026 |
| Belpointe Asset Management LLC | History | No change | 38,184 | 119 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 38,594 | 112 | 0.0% | 0.0% | 241 | -366 | -0.94% | Q3 2026 | Nov 03, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 38,490 | 112 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 38,038 | 111 | 0.02% | 0.03% | 242 | -3,227 | -7.82% | Q3 2026 | Oct 21, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 34,777 | 109 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 37,368 | 109 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Frec Markets, Inc. | History | No change | 33,695 | 105 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 35,528 | 103 | 0.1% | 0.11% | 246 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Chemistry Wealth Management LLC | History | No change | 35,000 | 102 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| FIRST HORIZON CORP | History | No change | 34,869 | 101 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 33,862 | 98 | 0.04% | 0.05% | 249 | -14,917 | -30.58% | Q3 2026 | Oct 26, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 33,503 | 97 | 0.0% | 0.0% | 250 | +2,778 | 9.04% | Q3 2026 | Oct 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 30,345 | 95 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BESSEMER GROUP INC | History | No change | 30,240 | 95 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 30,534 | 95 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 32,231 | 94 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| May Hill Capital, LLC | History | Reduced | 31,851 | 93 | 0.02% | 0.02% | 256 | -571 | -1.76% | Q3 2026 | Nov 02, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 29,803 | 93 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 30,963 | 90 | 0.0% | 0.25% | 258 | -2,858,877 | -98.93% | Q3 2026 | Oct 22, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 28,880 | 90 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 30,000 | 87 | 0.01% | 0.02% | 259 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| R Squared Ltd | History | No change | 27,520 | 86 | 0.05% | 0.05% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 26,761 | 84 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| IFG Advisory, LLC | History | No change | 26,075 | 81 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 25,531 | 80 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 25,760 | 80 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MLP3, LLC | History | Added to | 26,999 | 78 | 0.07% | 0.08% | 266 | +104 | 0.39% | Q3 2026 | Oct 22, 2026 |
| Arax Advisory Partners | History | No change | 25,046 | 78 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 24,352 | 77 | 0.0% | 0.0% | 267 | +2,346 | 10.66% | Q3 2026 | Oct 13, 2026 |
| Carrera Capital Advisors | History | No change | 25,788 | 75 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 24,634 | 73 | 0.0% | 0.01% | 271 | -2,160 | -8.06% | Q3 2026 | Oct 22, 2026 |
| ASPIRIANT, LLC | History | No change | 25,000 | 73 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 23,467 | 73 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 22,993 | 72 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 24,227 | 70 | 0.01% | — | 273 | +24,227 | New | Q3 2026 | Oct 13, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 24,000 | 69 | 0.0% | — | 275 | +24,000 | New | Q3 2026 | Oct 27, 2026 |
| Composition Wealth, LLC | History | No change | 22,136 | 69 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 23,624 | 68 | 0.0% | 0.01% | 276 | -9,755 | -29.22% | Q3 2026 | Oct 13, 2026 |
| TMB Capital Partners, LLC | History | Reduced | 23,294 | 68 | 0.02% | 0.03% | 277 | -2,507 | -9.72% | Q3 2026 | Oct 20, 2026 |
| West Family Investments, Inc. | History | No change | 21,621 | 67 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independent Advisor Alliance | History | No change | 21,425 | 67 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneAscent Financial Services LLC | History | No change | 21,284 | 66 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 22,485 | 65 | 0.01% | 0.01% | 281 | -3,292 | -12.77% | Q3 2026 | Oct 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 20,399 | 64 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Rehmann Capital Advisory Group | History | No change | 20,593 | 64 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| XPONANCE LLC | History | Reduced | 21,793 | 63 | 0.0% | 0.0% | 284 | -141 | -0.64% | Q3 2026 | Nov 03, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 21,725 | 63 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Traveka Wealth, LLC | History | Added to | 21,492 | 62 | 0.02% | 0.02% | 287 | +4,224 | 24.46% | Q3 2026 | Oct 19, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 21,309 | 62 | 0.01% | 0.01% | 286 | -874 | -3.94% | Q3 2026 | Oct 09, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 20,890 | 61 | 0.01% | 0.01% | 289 | +6,621 | 46.4% | Q3 2026 | Nov 04, 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 |
| Arkadios Wealth Advisors | History | No change | 19,483 | 61 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Red Door Wealth Management, LLC | History | No change | 19,000 | 59 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 19,062 | 59 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 18,724 | 58 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Park Capital Management, LLC / WI | History | Added to | 19,653 | 57 | 0.03% | 0.02% | 295 | +9,377 | 91.25% | Q3 2026 | Oct 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 18,394 | 57 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 19,366 | 56 | 0.05% | 0.05% | 297 | +1,584 | 8.91% | Q3 2026 | Oct 20, 2026 |
| Grove Bank & Trust | History | Reduced | 19,439 | 56 | 0.01% | 0.01% | 296 | -11 | -0.06% | Q3 2026 | Oct 08, 2026 |
| Circle Wealth Management, LLC | History | No change | 17,364 | 54 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 18,000 | 52 | 0.01% | 0.01% | 299 | -2,000 | -10.0% | Q3 2026 | Nov 03, 2026 |
| FLC Capital Advisors | History | No change | 16,848 | 52 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 17,698 | 51 | 0.0% | 0.0% | 302 | +1,659 | 10.34% | Q3 2026 | Oct 23, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 17,516 | 51 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 17,187 | 50 | 0.0% | 0.0% | 303 | +1,530 | 9.77% | Q3 2026 | Nov 04, 2026 |
| EntryPoint Capital, LLC | History | No change | 16,169 | 50 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | New | 17,025 | 49 | 0.0% | — | 307 | +17,025 | New | Q3 2026 | Nov 03, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 15,733 | 49 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 15,440 | 49 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| rebel Financial LLC | History | New | 16,393 | 48 | 0.02% | — | 308 | +16,393 | New | Q3 2026 | Nov 03, 2026 |
| VestGen Advisors, LLC | History | Added to | 16,267 | 47 | 0.0% | 0.0% | 312 | +3,679 | 29.23% | Q3 2026 | Oct 27, 2026 |
| PARK NATIONAL CORP /OH/ | History | No change | 16,386 | 47 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| IHT Wealth Management, LLC | History | No change | 15,284 | 47 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Viewpoint Capital Management LLC | History | No change | 16,300 | 47 | 0.02% | 0.03% | 311 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Generation Capital Management LLC | History | No change | 15,000 | 47 | 0.03% | 0.03% | 313 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 16,006 | 46 | 0.0% | 0.0% | 315 | -12,948 | -44.72% | Q3 2026 | Oct 08, 2026 |
| Savant Capital, LLC | History | No change | 14,877 | 46 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 14,570 | 45 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M Holdings Securities, Inc. | History | New | 16,330 | 44 | 0.0% | — | 317 | +16,330 | New | Q3 2026 | Nov 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 14,791 | 43 | 0.0% | — | 322 | +14,791 | New | Q3 2026 | Oct 21, 2026 |
| PDS Planning, Inc | History | Reduced | 14,989 | 43 | 0.0% | 0.0% | 318 | -1,539 | -9.31% | Q3 2026 | Nov 03, 2026 |
| Inscription Capital, LLC | History | Added to | 14,879 | 43 | 0.0% | 0.0% | 320 | +540 | 3.77% | Q3 2026 | Nov 02, 2026 |
| Henry James International Management Inc. | History | Added to | 15,031 | 43 | 0.01% | 0.01% | 319 | +345 | 2.35% | Q3 2026 | Oct 14, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 14,745 | 43 | 0.01% | 0.02% | 321 | +61 | 0.42% | Q3 2026 | Nov 03, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 14,387 | 42 | 0.0% | 0.0% | 323 | -509 | -3.42% | Q3 2026 | Oct 27, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 14,081 | 41 | 0.0% | — | 325 | +14,081 | New | Q3 2026 | Oct 16, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 13,215 | 41 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 13,831 | 40 | 0.0% | 0.0% | 326 | -80,799 | -85.38% | Q3 2026 | Nov 04, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 13,915 | 40 | 0.01% | 0.01% | 330 | +2,060 | 17.38% | Q3 2026 | Oct 01, 2026 |
| GTS SECURITIES LLC | History | No change | 12,742 | 40 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 12,771 | 40 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Foster Group, Inc. | History | No change | 13,959 | 40 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 13,514 | 39 | 0.02% | 0.03% | 332 | -1,651 | -10.89% | Q3 2026 | Oct 19, 2026 |
| SG Americas Securities, LLC | History | No change | 12,549 | 39 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Monument Capital Management | History | Added to | 13,046 | 38 | 0.01% | 0.01% | 333 | +1,875 | 16.78% | Q3 2026 | Oct 08, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 13,098 | 38 | 0.0% | 0.0% | 334 | -1,691 | -11.43% | Q3 2026 | Oct 19, 2026 |
| GAMMA Investing LLC | History | Added to | 12,964 | 37 | 0.0% | 0.0% | 335 | +2,946 | 29.41% | Q3 2026 | Oct 08, 2026 |
| Aaron Wealth Advisors LLC | History | New | 12,528 | 36 | 0.0% | — | 338 | +12,528 | New | Q3 2026 | Oct 13, 2026 |
| EQUITABLE TRUST CO | History | No change | 12,498 | 36 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Metis Global Partners, LLC | History | No change | 11,636 | 36 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 11,655 | 34 | 0.0% | — | 343 | +11,655 | New | Q3 2026 | Nov 04, 2026 |
| Leisure Capital Management | History | Reduced | 11,875 | 34 | 0.01% | 0.01% | 339 | -1,267 | -9.64% | Q3 2026 | Nov 03, 2026 |
| Balefire, LLC | History | Added to | 11,718 | 34 | 0.01% | 0.01% | 341 | +6 | 0.05% | Q3 2026 | Oct 09, 2026 |
| Mountain Capital Investment Advisors Inc. | History | No change | 11,087 | 34 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bensler, LLC | History | No change | 11,969 | 34 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Reduced | 11,371 | 33 | 0.01% | 0.01% | 345 | -1,222 | -9.7% | Q3 2026 | Nov 02, 2026 |
| S Harris Financial Group, LLC | History | No change | 10,661 | 33 | 0.03% | 0.03% | 344 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 11,064 | 32 | 0.0% | 0.0% | 348 | -2,019 | -15.43% | Q3 2026 | Oct 08, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 11,196 | 32 | 0.0% | 0.0% | 346 | -1,710 | -13.25% | Q3 2026 | Oct 26, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 11,221 | 32 | 0.01% | 0.01% | 350 | +142 | 1.28% | Q3 2026 | Oct 13, 2026 |
| World Investment Advisors | History | No change | 11,078 | 32 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forum Financial Management, LP | History | No change | 11,000 | 32 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Modern Wealth Management, LLC | History | No change | 10,459 | 32 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 10,736 | 31 | 0.0% | 0.0% | 352 | -485 | -4.32% | Q3 2026 | Oct 22, 2026 |
| Ruggaard & Associates LLC | History | No change | 10,000 | 31 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 10,139 | 31 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Wagner Wealth Management, LLC | History | No change | 10,525 | 30 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| NWF Advisory Services Inc. | History | No change | 10,530 | 30 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Demars Financial Group, LLC | History | No change | 10,000 | 29 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 9,004 | 26 | 0.0% | 0.0% | 358 | +392 | 4.55% | Q3 2026 | Nov 04, 2026 |
| Hilltop National Bank | History | No change | 7,850 | 22 | 0.0% | 0.01% | 359 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 7,365 | 21 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,188 | 19 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 4,170 | 12 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 4,442 | 12 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| BFC Planning, Inc. | History | No change | 3,998 | 12 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Hara Capital LLC | History | No change | 4,100 | 11 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| North Star Investment Management Corp. | History | Reduced | 3,591 | 10 | 0.0% | 0.0% | 366 | -1,195 | -24.97% | Q3 2026 | Oct 27, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 3,600 | 10 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 2,998 | 9 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Spire Wealth Management | History | Reduced | 2,850 | 8 | 0.0% | 0.0% | 370 | -1,307 | -31.44% | Q3 2026 | Oct 30, 2026 |
| Bogart Wealth, LLC | History | No change | 2,660 | 8 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 2,804 | 8 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,935 | 6 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 1,776 | 5 | 0.0% | — | 376 | +1,776 | New | Q3 2026 | Oct 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,028 | 5 | 0.0% | 0.0% | 375 | +10 | 0.5% | Q3 2026 | Oct 20, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,809 | 5 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UMB Bank, n.a. | History | No change | 1,747 | 5 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,498 | 4 | 0.0% | 0.0% | 377 | -1,671 | -52.73% | Q3 2026 | Oct 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,687 | 4 | 0.0% | 0.0% | 378 | +497 | 41.76% | Q3 2026 | Oct 20, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,036 | 3 | 0.0% | 0.0% | 380 | +45 | 4.54% | Q3 2026 | Oct 23, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 1,050 | 3 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Ascentis Wealth Management, LLC | History | New | 847 | 2 | 0.0% | — | 384 | +847 | New | Q3 2026 | Nov 03, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 973 | 2 | 0.0% | 0.0% | 382 | -530 | -35.26% | Q3 2026 | Oct 20, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 767 | 2 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 778 | 2 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 616 | 1 | 0.0% | 0.0% | 387 | +87 | 16.45% | Q3 2026 | Nov 03, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 469 | 1 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IMA Advisory Services, Inc. | History | No change | 631 | 1 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | No change | 529 | 1 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Bell Investment Advisors, Inc | History | No change | 513 | 1 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 631 | 1 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | No change | 320 | 1 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MidFirst Bank | History | No change | 375 | 1 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Financial Management LLC | History | No change | 504 | 1 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -295,852 | -100.0% | Q3 2026 | Oct 30, 2026 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 0.02% | — | -47,831 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Renasant Bank | History | Closed out | 0 | 0 | — | 0.05% | — | -25,787 | -100.0% | Q3 2026 | Nov 05, 2026 |
| D'Orazio & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -19,390 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,375 | -100.0% | Q3 2026 | Oct 21, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,935 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,979 | -100.0% | Q3 2026 | Oct 23, 2026 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,205 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,190 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Nolet Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,421 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,900 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,874 | -100.0% | Q3 2026 | Oct 26, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,708 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,892 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,089 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Chung Wu Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,000 | -100.0% | Q3 2026 | Nov 03, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q3 2026 | Oct 13, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,707 | -100.0% | Q3 2026 | Oct 05, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Mondrian Investment Partners LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -823 | -100.0% | Q3 2026 | Oct 23, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | — | — | -260 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Oakworth Capital, Inc. | History | New | 201 | 0 | — | — | — | +201 | New | Q3 2026 | Oct 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 99 | 0 | — | — | — | +99 | New | Q3 2026 | Oct 28, 2026 |
| Root Financial Partners, LLC | History | New | 56 | 0 | — | — | — | +56 | New | Q3 2026 | Oct 21, 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% | Q3 2026 | Oct 14, 2026 |
| Horizon Investments, LLC | History | No change | 143 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 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% | Q3 2026 | Oct 26, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Fairman Group, LLC | History | No change | 117 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| LRI Investments, LLC | History | No change | 167 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Dogwood Wealth Management LLC | History | No change | 297 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Montgomery Financial Services LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |