Enact Holdings, Inc. - ACT
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 4,780,711 | 218,526 | 0.0% | 0.0% | 1 | +115,822 | 2.48% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,108,626 | 142,094 | 0.03% | 0.03% | 2 | +105,732 | 3.52% | Q2 2026 | Aug 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,758,792 | 80,394 | 0.0% | — | 3 | +1,758,792 | New | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,622,555 | 74,166 | 0.04% | 0.04% | 4 | +227,523 | 16.31% | Q2 2026 | Aug 11, 2026 |
| Glendon Capital Management LP | History | No change | 1,298,718 | 59,364 | 7.68% | 6.58% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 1,258,178 | 57,511 | 0.0% | 0.0% | 6 | +52,117 | 4.32% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,247,746 | 57,034 | 0.0% | — | 7 | +1,247,746 | New | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 1,005,264 | 45,951 | 0.08% | 0.09% | 8 | -20,300 | -1.98% | Q2 2026 | Aug 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 965,683 | 44,141 | 0.02% | 0.02% | 9 | +89,079 | 10.16% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 900,993 | 41,190 | 0.0% | 0.0% | 10 | +26,670 | 3.05% | Q2 2026 | Aug 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 877,582 | 40,114 | 0.02% | 0.02% | 11 | -115,405 | -11.62% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 555,883 | 25,409 | 0.0% | 0.0% | 12 | +41,345 | 8.04% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 509,405 | 23,284 | 0.0% | 0.0% | 13 | +43,721 | 9.39% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 403,051 | 18,423 | 0.0% | 0.0% | 14 | +982 | 0.24% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 398,297 | 18,206 | 0.0% | 0.0% | 15 | +6,198 | 1.58% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 379,288 | 17,337 | 0.01% | 0.02% | 16 | -181,483 | -32.36% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 363,370 | 16,609 | 0.0% | 0.0% | 17 | +21,473 | 6.28% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 316,861 | 14,483 | 0.04% | 0.04% | 18 | -25,030 | -7.32% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 315,848 | 14,437 | 0.0% | 0.0% | 19 | +12,811 | 4.23% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 307,134 | 14,039 | 0.11% | 0.11% | 20 | +44,835 | 17.09% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 275,029 | 12,571 | 0.01% | 0.02% | 21 | -229,470 | -45.48% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | Added to | 250,965 | 11,471 | 0.34% | 0.28% | 22 | +45,586 | 22.2% | Q2 2026 | Aug 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 249,773 | 11,417 | 0.01% | 0.02% | 23 | -84,775 | -25.34% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 240,381 | 10,987 | 0.0% | 0.0% | 24 | +10,656 | 4.64% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 236,760 | 10,846 | 0.0% | 0.0% | 25 | -14,270 | -5.68% | Q2 2026 | Aug 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 220,296 | 10,069 | 0.02% | 0.02% | 26 | +16,130 | 7.9% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 211,953 | 9,688 | 0.0% | 0.0% | 27 | +60,526 | 39.97% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 203,093 | 9,283 | 0.0% | 0.0% | 28 | +173 | 0.09% | Q2 2026 | Aug 04, 2026 |
| Nuveen, LLC | History | Reduced | 194,640 | 8,896 | 0.0% | 0.0% | 29 | -206,402 | -51.47% | Q2 2026 | Aug 11, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 217,575 | 8,842 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 188,882 | 8,633 | 0.0% | 0.0% | 31 | -34,595 | -15.48% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 185,605 | 8,484 | 0.0% | — | 32 | +185,605 | New | Q2 2026 | Aug 13, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | No change | 111,022 | 8,336 | 0.27% | 0.33% | 33 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 172,988 | 7,907 | 0.8% | 0.83% | 34 | -9,300 | -5.1% | Q2 2026 | Aug 10, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 154,456 | 7,060 | 0.02% | 0.02% | 35 | +4,528 | 3.02% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 153,547 | 7,018 | 0.0% | 0.0% | 36 | +74,592 | 94.47% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Added to | 136,142 | 6,223 | 0.03% | 0.03% | 37 | +3,974 | 3.01% | Q2 2026 | Jul 29, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 134,427 | 6,144 | 0.02% | 0.01% | 38 | +69,604 | 107.38% | Q2 2026 | Aug 14, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 122,176 | 5,584 | 0.01% | 0.01% | 39 | -16,286 | -11.76% | Q2 2026 | Jul 21, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | No change | 115,819 | 5,294 | 0.95% | 0.85% | 40 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 113,884 | 5,205 | 0.0% | 0.0% | 41 | +78,570 | 222.49% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 111,716 | 5,106 | 0.0% | 0.0% | 42 | -6,191 | -5.25% | Q2 2026 | Sep 02, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 110,379 | 5,045 | 0.01% | 0.01% | 43 | -7,688 | -6.51% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 109,452 | 5,003 | 0.0% | 0.0% | 44 | +23,562 | 27.43% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 107,329 | 4,906 | 0.0% | 0.0% | 45 | +8,555 | 8.66% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Added to | 93,716 | 4,283 | 0.0% | 0.0% | 46 | +74,023 | 375.88% | Q2 2026 | Aug 03, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 93,286 | 4,264 | 0.02% | 0.03% | 47 | +2,644 | 2.92% | Q2 2026 | Aug 11, 2026 |
| Vest Financial, LLC | History | Added to | 91,456 | 4,180 | 0.04% | 0.04% | 48 | +903 | 1.0% | Q2 2026 | Jul 24, 2026 |
| Point72 Asset Management, L.P. | History | New | 89,442 | 4,088 | 0.0% | — | 49 | +89,442 | New | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 85,403 | 3,903 | 0.0% | 0.0% | 50 | -5,716 | -6.27% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 84,861 | 3,878 | 0.02% | 0.02% | 51 | -560 | -0.66% | Q2 2026 | Aug 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 79,775 | 3,646 | 0.02% | 0.02% | 52 | -40,906 | -33.9% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 73,863 | 3,376 | 0.03% | 0.03% | 53 | +15,393 | 26.33% | Q2 2026 | Aug 10, 2026 |
| Horizon Investments, LLC | History | Reduced | 70,480 | 3,221 | 0.04% | 0.04% | 54 | -7,778 | -9.94% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 70,425 | 3,219 | 0.0% | 0.0% | 55 | -9,669 | -12.07% | Q2 2026 | Aug 11, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 69,860 | 3,193 | 0.1% | 0.09% | 56 | +8,142 | 13.19% | Q2 2026 | Jul 14, 2026 |
| Mariner, LLC | History | Reduced | 67,099 | 3,067 | 0.0% | 0.0% | 57 | -5,147 | -7.12% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 66,321 | 3,031 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 64,935 | 2,968 | 0.07% | 0.09% | 59 | -20,352 | -23.86% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Reduced | 63,055 | 2,882 | 0.0% | 0.0% | 60 | -1,663 | -2.57% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 61,714 | 2,820 | 0.0% | 0.0% | 61 | +2,300 | 3.87% | Q2 2026 | Jul 29, 2026 |
| Swiss National Bank | History | Reduced | 55,300 | 2,527 | 0.0% | 0.0% | 62 | -2,500 | -4.33% | Q2 2026 | Aug 11, 2026 |
| PDS Planning, Inc | History | Added to | 52,051 | 2,379 | 0.14% | 0.14% | 63 | +10 | 0.02% | Q2 2026 | Aug 05, 2026 |
| NORGES BANK | History | New | 51,214 | 2,340 | 0.0% | — | 64 | +51,214 | New | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Added to | 49,433 | 2,259 | 0.0% | 0.0% | 65 | +40,387 | 446.46% | Q2 2026 | Aug 14, 2026 |
| South Dakota Investment Council | History | Reduced | 48,242 | 2,205 | 0.04% | 0.04% | 66 | -6,656 | -12.12% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 47,401 | 2,166 | 0.0% | 0.0% | 67 | +39,720 | 517.12% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 46,538 | 2,127 | 0.0% | 0.0% | 68 | +13,505 | 40.88% | Q2 2026 | Aug 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 44,400 | 2,029 | 0.04% | 0.05% | 69 | -12,000 | -21.28% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 49,303 | 2,012 | 0.0% | 0.0% | 70 | -312 | -0.63% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 38,971 | 1,781 | 0.0% | — | 71 | +38,971 | New | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 38,943 | 1,780 | 0.0% | 0.0% | 72 | +10,782 | 38.29% | Q2 2026 | Aug 13, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 38,400 | 1,755 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 40,935 | 1,670 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 34,211 | 1,564 | 0.0% | 0.0% | 75 | +5,592 | 19.54% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 32,595 | 1,489 | 0.0% | 0.0% | 76 | +4,256 | 15.02% | Q2 2026 | Aug 24, 2026 |
| Jupiter Topco LLC | History | New | 31,796 | 1,453 | 0.0% | — | 77 | +31,796 | New | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 31,713 | 1,449 | 0.01% | 0.01% | 78 | +4,080 | 14.76% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 31,389 | 1,434 | 0.0% | 0.0% | 79 | +13,516 | 75.62% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 30,967 | 1,415 | 0.0% | 0.0% | 80 | +11,623 | 60.09% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 30,901 | 1,412 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aquatic Capital Management LLC | History | New | 29,298 | 1,339 | 0.05% | — | 82 | +29,298 | New | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 28,236 | 1,290 | 0.01% | 0.01% | 83 | -10,100 | -26.35% | Q2 2026 | Aug 25, 2026 |
| Odyssean, LLC | History | New | 28,159 | 1,287 | 0.21% | — | 84 | +28,159 | New | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 27,807 | 1,271 | 0.01% | 0.01% | 85 | -2,876 | -9.37% | Q2 2026 | Aug 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 27,007 | 1,234 | 0.3% | 0.29% | 86 | +885 | 3.39% | Q2 2026 | Aug 10, 2026 |
| Richard Bernstein Advisors LLC | History | No change | 29,814 | 1,216 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 24,275 | 1,109 | 0.01% | 0.01% | 88 | +93 | 0.38% | Q2 2026 | Aug 11, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 22,340 | 1,021 | 0.19% | 0.38% | 89 | -22,990 | -50.72% | Q2 2026 | Jul 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 21,755 | 994 | 0.0% | — | 90 | +21,755 | New | Q2 2026 | Aug 14, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 21,477 | 977 | 0.16% | 0.16% | 91 | +50 | 0.23% | Q2 2026 | Aug 10, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 21,297 | 973 | 0.0% | — | 92 | +21,297 | New | Q2 2026 | Aug 13, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Added to | 21,035 | 961 | 0.5% | 0.46% | 93 | +488 | 2.38% | Q2 2026 | Jul 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 19,665 | 898 | 0.0% | 0.0% | 94 | +7,410 | 60.47% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | Added to | 19,491 | 890 | 0.01% | 0.01% | 95 | +11,450 | 142.4% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 19,362 | 885 | 0.0% | 0.0% | 96 | +3,437 | 21.58% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 18,527 | 846 | 0.0% | 0.0% | 97 | +3,166 | 20.61% | Q2 2026 | Aug 19, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 18,456 | 843 | 0.01% | 0.01% | 98 | -367 | -1.95% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 18,334 | 838 | 0.0% | 0.0% | 99 | -942 | -4.89% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | New | 17,901 | 818 | 0.0% | — | 100 | +17,901 | New | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 17,887 | 817 | 0.0% | 0.0% | 101 | +2,911 | 19.44% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | New | 17,725 | 810 | 0.01% | — | 102 | +17,725 | New | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 17,632 | 805 | 0.0% | 0.0% | 103 | +1,808 | 11.43% | Q2 2026 | Aug 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 16,503 | 754 | 0.01% | 0.01% | 104 | +591 | 3.71% | Q2 2026 | Jul 23, 2026 |
| MetLife Investment Management, LLC | History | Added to | 16,454 | 752 | 0.0% | 0.0% | 105 | +537 | 3.37% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 16,300 | 745 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 15,875 | 725 | 0.0% | 0.0% | 107 | -17,529 | -52.48% | Q2 2026 | Aug 14, 2026 |
| DGS Capital Management, LLC | History | No change | 17,742 | 724 | 0.12% | 0.12% | 108 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 15,200 | 694 | 0.0% | 0.0% | 109 | -1,091 | -6.7% | Q2 2026 | Sep 09, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 14,900 | 681 | 0.01% | 0.01% | 110 | -287 | -1.89% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 14,711 | 600 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 12,189 | 557 | 0.0% | 0.0% | 112 | -850 | -6.52% | Q2 2026 | Aug 05, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,200 | 557 | 0.01% | 0.01% | 113 | -600 | -4.69% | Q2 2026 | Jul 21, 2026 |
| PDT Partners, LLC | History | New | 12,100 | 553 | 0.03% | — | 114 | +12,100 | New | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | Reduced | 10,279 | 469 | 0.0% | 0.0% | 115 | -3,019 | -22.7% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 9,988 | 457 | 0.0% | 0.0% | 116 | -154 | -1.52% | Q2 2026 | Jul 23, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 9,785 | 447 | 0.01% | 0.01% | 117 | -16 | -0.16% | Q2 2026 | Aug 14, 2026 |
| JMN Financial LLC | History | Added to | 9,427 | 430 | 0.33% | 0.36% | 118 | +331 | 3.64% | Q2 2026 | Aug 10, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 9,406 | 429 | 0.02% | 0.01% | 119 | +2,061 | 28.06% | Q2 2026 | Aug 07, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 9,195 | 420 | 0.0% | 0.01% | 120 | -5,169 | -35.99% | Q2 2026 | Jul 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 8,989 | 410 | 0.0% | 0.0% | 121 | +122 | 1.38% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 8,953 | 409 | 0.01% | 0.01% | 123 | +1,330 | 17.45% | Q2 2026 | Jul 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 8,957 | 409 | 0.0% | 0.0% | 122 | +377 | 4.39% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,643 | 386 | 0.0% | 0.0% | 124 | +1,123 | 14.93% | Q2 2026 | Jul 15, 2026 |
| STRS OHIO | History | Reduced | 8,400 | 383 | 0.0% | 0.0% | 125 | -9,300 | -52.54% | Q2 2026 | Jul 30, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,007 | 366 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 7,645 | 349 | 0.0% | 0.0% | 127 | -137,999 | -94.75% | Q2 2026 | Aug 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 7,583 | 347 | 0.08% | — | 129 | +7,583 | New | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Reduced | 7,597 | 347 | 0.0% | 0.0% | 128 | -336 | -4.24% | Q2 2026 | Aug 07, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,496 | 343 | 0.0% | 0.0% | 130 | -797 | -9.61% | Q2 2026 | Jul 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,459 | 340 | 0.0% | 0.0% | 131 | -217 | -2.83% | Q2 2026 | Jul 16, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,354 | 336 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 7,299 | 333 | 0.0% | 0.0% | 133 | +1,125 | 18.22% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 7,122 | 325 | 0.0% | 0.0% | 134 | -5,361 | -42.95% | Q2 2026 | Aug 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 7,036 | 321 | 0.0% | — | 136 | +7,036 | New | Q2 2026 | Aug 13, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 7,038 | 321 | 0.05% | 0.05% | 135 | -284 | -3.88% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 6,997 | 319 | 0.0% | 0.0% | 137 | +226 | 3.34% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 6,944 | 317 | 0.0% | 0.0% | 138 | -41 | -0.59% | Q2 2026 | Sep 23, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 6,807 | 311 | 0.0% | 0.0% | 139 | -1,112 | -14.04% | Q2 2026 | Aug 06, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 6,607 | 302 | 0.0% | 0.0% | 141 | -5,300 | -44.51% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,621 | 302 | 0.0% | 0.0% | 140 | -521 | -7.29% | Q2 2026 | Jul 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 6,540 | 298 | 0.0% | 0.0% | 142 | -5,585 | -46.06% | Q2 2026 | Jul 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 6,400 | 292 | 0.0% | 0.0% | 143 | -200 | -3.03% | Q2 2026 | Jul 28, 2026 |
| R Squared Ltd | History | New | 6,229 | 284 | 0.15% | — | 144 | +6,229 | New | Q2 2026 | Aug 05, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 6,065 | 277 | 0.01% | 0.02% | 145 | -566 | -8.54% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 5,927 | 270 | 0.0% | 0.0% | 146 | -298 | -4.79% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | New | 5,822 | 266 | 0.0% | — | 147 | +5,822 | New | Q2 2026 | Aug 05, 2026 |
| Quantbot Technologies LP | History | New | 5,812 | 265 | 0.01% | — | 148 | +5,812 | New | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 5,783 | 264 | 0.0% | 0.0% | 149 | +561 | 10.74% | Q2 2026 | Aug 12, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 5,499 | 251 | 0.0% | 0.01% | 150 | -11,331 | -67.33% | Q2 2026 | Jul 29, 2026 |
| Handelsbanken Fonder AB | History | New | 5,500 | 251 | 0.0% | — | 151 | +5,500 | New | Q2 2026 | Jul 10, 2026 |
| FMR LLC | History | Reduced | 5,476 | 250 | 0.0% | 0.0% | 152 | -322 | -5.55% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | Reduced | 5,439 | 248 | 0.0% | 0.0% | 153 | -1,830 | -25.18% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 5,419 | 247 | 0.0% | 0.0% | 154 | -1,223 | -18.41% | Q2 2026 | Aug 10, 2026 |
| Baron Wealth Management LLC | History | Added to | 5,367 | 245 | 0.06% | 0.06% | 155 | +119 | 2.27% | Q2 2026 | Jul 07, 2026 |
| Pictet Asset Management Holding SA | History | No change | 5,372 | 245 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 5,303 | 242 | 0.0% | 0.0% | 158 | -15,125 | -74.04% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 5,308 | 242 | 0.0% | 0.0% | 157 | -356 | -6.29% | Q2 2026 | Jul 28, 2026 |
| CIBC Asset Management Inc | History | Reduced | 5,221 | 238 | 0.0% | 0.0% | 159 | -688 | -11.64% | Q2 2026 | Aug 03, 2026 |
| Diametric Capital, LP | History | New | 4,953 | 226 | 0.02% | — | 161 | +4,953 | New | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Added to | 4,961 | 226 | 0.02% | 0.01% | 160 | +3,221 | 185.11% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | New | 4,812 | 219 | 0.0% | — | 162 | +4,812 | New | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,596 | 210 | 0.0% | 0.0% | 163 | +189 | 4.29% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | New | 4,528 | 206 | 0.0% | — | 164 | +4,528 | New | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 3,958 | 180 | 0.0% | 0.0% | 165 | +1,307 | 49.3% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,185 | 145 | 0.0% | 0.0% | 166 | -105 | -3.19% | Q2 2026 | Aug 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,007 | 137 | 0.0% | 0.0% | 167 | +923 | 44.29% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,942 | 134 | 0.0% | 0.0% | 168 | +949 | 47.62% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 2,767 | 126 | 0.0% | 0.0% | 169 | -5,322 | -65.79% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,413 | 110 | 0.0% | 0.0% | 171 | +750 | 45.1% | Q2 2026 | Jul 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,419 | 110 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 2,280 | 104 | 0.0% | 0.0% | 172 | -20,211 | -89.86% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,246 | 102 | 0.0% | 0.0% | 173 | +210 | 10.31% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,103 | 96 | 0.0% | 0.0% | 174 | +272 | 14.86% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 1,977 | 90 | 0.0% | 0.0% | 175 | +78 | 4.11% | Q2 2026 | Jul 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,826 | 83 | 0.0% | 0.0% | 176 | +1,478 | 424.71% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | New | 1,696 | 77 | 0.0% | — | 177 | +1,696 | New | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,454 | 66 | 0.0% | 0.0% | 178 | -307 | -17.43% | Q2 2026 | Jul 24, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,431 | 65 | 0.0% | 0.0% | 179 | +785 | 121.52% | Q2 2026 | Aug 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 1,248 | 57 | 0.01% | 0.0% | 181 | +1,098 | 732.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 1,253 | 57 | 0.0% | 0.0% | 180 | -68 | -5.15% | Q2 2026 | Aug 07, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 1,227 | 56 | 0.0% | 0.0% | 182 | -4,082 | -76.89% | Q2 2026 | Aug 06, 2026 |
| WealthCollab, LLC | History | No change | 1,143 | 52 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 956 | 43 | 0.0% | 0.0% | 184 | +6 | 0.63% | Q2 2026 | Aug 07, 2026 |
| Covestor Ltd | History | Reduced | 923 | 42 | 0.02% | 0.04% | 185 | -616 | -40.03% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | Added to | 779 | 36 | 0.0% | 0.0% | 186 | +166 | 27.08% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 799 | 36 | 0.0% | 0.0% | 187 | +85 | 11.9% | Q2 2026 | Jul 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 587 | 26 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| True Wealth Design, LLC | History | Reduced | 428 | 19 | 0.0% | 0.0% | 189 | -7 | -1.61% | Q2 2026 | Jul 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 397 | 18 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | Added to | 392 | 17 | 0.0% | 0.0% | 191 | +95 | 31.99% | Q2 2026 | Jul 20, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 316 | 14 | 0.0% | 0.0% | 193 | -260 | -45.14% | Q2 2026 | Aug 07, 2026 |
| UMB Bank, n.a. | History | Added to | 309 | 14 | 0.0% | 0.0% | 192 | +8 | 2.66% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 297 | 13 | 0.0% | 0.0% | 194 | +52 | 21.22% | Q2 2026 | Aug 07, 2026 |
| Essential Partners LLC | History | Reduced | 276 | 12 | 0.01% | 0.01% | 198 | -539 | -66.13% | Q2 2026 | Aug 10, 2026 |
| Persistent Asset Partners Ltd | History | New | 274 | 12 | 0.0% | — | 199 | +274 | New | Q2 2026 | Aug 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 272 | 12 | 0.0% | 0.0% | 197 | +172 | 172.0% | Q2 2026 | Aug 07, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 269 | 12 | 0.0% | 0.0% | 195 | +147 | 120.49% | Q2 2026 | Aug 12, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 267 | 12 | 0.0% | 0.0% | 196 | -66 | -19.82% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 231 | 11 | 0.0% | 0.0% | 200 | +36 | 18.46% | Q2 2026 | Jul 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 238 | 10 | 0.0% | 0.0% | 202 | +127 | 114.41% | Q2 2026 | Aug 17, 2026 |
| US BANCORP \DE\ | History | Added to | 226 | 10 | 0.0% | 0.0% | 201 | +89 | 64.96% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 182 | 8 | 0.0% | — | 204 | +182 | New | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 187 | 8 | 0.0% | 0.0% | 203 | +145 | 345.24% | Q2 2026 | Jul 27, 2026 |
| Optiver Holding B.V. | History | New | 158 | 7 | 0.0% | — | 206 | +158 | New | Q2 2026 | Aug 12, 2026 |
| CVA Family Office, LLC | History | Added to | 164 | 7 | 0.0% | 0.0% | 205 | +33 | 25.19% | Q2 2026 | Aug 07, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 147 | 6 | 0.0% | 0.01% | 208 | -42,912 | -99.66% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 149 | 6 | 0.0% | 0.0% | 209 | -298 | -66.67% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 138 | 6 | 0.0% | 0.0% | 207 | -4 | -2.82% | Q2 2026 | Aug 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 94 | 4 | 0.0% | — | 213 | +82 | 683.33% | Q2 2026 | Aug 04, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 105 | 4 | 0.0% | 0.0% | 212 | +72 | 218.18% | Q2 2026 | Jul 22, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 98 | 4 | 0.0% | 0.0% | 210 | +34 | 53.13% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | Added to | 102 | 4 | 0.0% | 0.0% | 211 | +23 | 29.11% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 83 | 3 | 0.0% | — | 218 | +83 | New | Q2 2026 | Aug 06, 2026 |
| Kilter Group LLC | History | Added to | 75 | 3 | 0.0% | 0.0% | 216 | +19 | 33.93% | Q2 2026 | Aug 11, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 78 | 3 | 0.0% | 0.0% | 215 | +18 | 30.0% | Q2 2026 | Jul 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 78 | 3 | 0.0% | 0.0% | 214 | +13 | 20.0% | Q2 2026 | Jul 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 81 | 3 | 0.0% | 0.0% | 217 | +9 | 12.5% | Q2 2026 | Aug 11, 2026 |
| Quarry LP | History | New | 57 | 2 | 0.0% | — | 224 | +57 | New | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 53 | 2 | 0.0% | — | 225 | +53 | New | Q2 2026 | Aug 13, 2026 |
| Marquette Asset Management, LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MATHER GROUP, LLC. | History | No change | 62 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avion Wealth | History | No change | 60 | 2 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ares Financial Consulting, LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cornerstone Financial Management LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Creative Capital Management Investments LLC | History | New | 34 | 1 | 0.0% | — | 230 | +34 | New | Q2 2026 | Jul 24, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 29 | 1 | 0.0% | — | 229 | +19 | 190.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 28 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bell Investment Advisors, Inc | History | No change | 30 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPL Wealth Management, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.03% | — | -263,901 | -100.0% | Q2 2026 | Aug 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -214,523 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.03% | — | -210,379 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -156,654 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -103,552 | -100.0% | Q2 2026 | Aug 11, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -64,111 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -63,696 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -44,250 | -100.0% | Q2 2026 | Jul 22, 2026 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -21,506 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Quartz Partners, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -13,796 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,026 | -100.0% | Q2 2026 | Aug 12, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -12,750 | -100.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,200 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -10,437 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,124 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,003 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -9,746 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -8,813 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -8,212 | -100.0% | Q2 2026 | Aug 10, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,732 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,400 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,283 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -403 | -100.0% | Q2 2026 | Jul 29, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -179 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q2 2026 | Jul 23, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q2 2026 | Jul 21, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 14 | 0 | — | — | — | +7 | 100.0% | Q2 2026 | Aug 04, 2026 |
| Navigoe, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Jul 31, 2026 |
| Abound Wealth Management | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 10, 2026 |
| LRI Investments, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 14, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 14 | 0 | — | — | — | +4 | 40.0% | Q2 2026 | Jul 28, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 8 | 0 | — | — | — | +4 | 100.0% | Q2 2026 | Aug 13, 2026 |
| Davis Capital Management | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 16, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 15 | 0 | — | — | — | +3 | 25.0% | Q2 2026 | Aug 05, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q2 2026 | Jul 27, 2026 |
| Hughes Financial Services, LLC | History | Added to | 20 | 0 | — | — | — | +2 | 11.11% | Q2 2026 | Jul 20, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 7 | 0 | — | — | — | -1 | -12.5% | Q2 2026 | Aug 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 8 | 0 | — | — | — | +1 | 14.29% | Q2 2026 | Jul 24, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| North Star Investment Management Corp. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Parkside Financial Bank & Trust | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Sunbelt Securities, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |