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 | No change | 4,780,711 | 218,526 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,224,565 | 139,516 | 0.03% | 0.03% | 2 | +115,939 | 3.73% | Q3 2026 | Nov 04, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,758,792 | 80,394 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,622,555 | 74,166 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glendon Capital Management LP | History | No change | 1,298,718 | 59,364 | 7.68% | 7.68% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 1,258,178 | 57,511 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,247,746 | 57,034 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 965,683 | 44,141 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 990,564 | 42,852 | 0.08% | 0.08% | 9 | -14,700 | -1.46% | Q3 2026 | Nov 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 877,582 | 40,114 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 865,695 | 37,456 | 0.0% | 0.0% | 11 | -35,298 | -3.92% | Q3 2026 | Nov 06, 2026 |
| MORGAN STANLEY | History | No change | 555,883 | 25,409 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 509,405 | 23,284 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 398,297 | 18,206 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 402,062 | 17,393 | 0.0% | 0.0% | 15 | -989 | -0.25% | Q3 2026 | Nov 05, 2026 |
| Allianz Asset Management GmbH | History | No change | 379,288 | 17,337 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 363,370 | 16,609 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 316,861 | 14,483 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 315,848 | 14,437 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 275,029 | 12,571 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 282,964 | 12,241 | 0.11% | 0.11% | 21 | -24,170 | -7.87% | Q3 2026 | Nov 09, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 249,773 | 11,417 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 240,381 | 10,987 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 236,760 | 10,846 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 220,352 | 10,233 | 0.01% | 0.01% | 25 | +2,777 | 1.28% | Q3 2026 | Oct 27, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 233,939 | 10,120 | 0.01% | 0.0% | 26 | +30,846 | 15.19% | Q3 2026 | Nov 02, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 220,296 | 10,069 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 211,953 | 9,688 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | New | 205,365 | 9,387 | 0.03% | — | 29 | +205,365 | New | Q3 2026 | Nov 06, 2026 |
| Nuveen, LLC | History | No change | 194,640 | 8,896 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 188,882 | 8,633 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 185,605 | 8,484 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | Reduced | 110,222 | 8,244 | 0.27% | 0.27% | 33 | -800 | -0.72% | Q3 2026 | Oct 21, 2026 |
| DENALI ADVISORS LLC | History | No change | 172,988 | 7,907 | 0.8% | 0.8% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 154,456 | 7,060 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 153,547 | 7,018 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 134,427 | 6,144 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 136,488 | 5,904 | 0.0% | 0.0% | 38 | +27,036 | 24.7% | Q3 2026 | Nov 02, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 113,884 | 5,205 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 111,716 | 5,106 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 110,379 | 5,045 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | No change | 115,819 | 5,010 | 0.96% | 0.95% | 42 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 111,515 | 4,824 | 0.01% | 0.01% | 43 | -10,661 | -8.73% | Q3 2026 | Oct 20, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 105,397 | 4,559 | 0.0% | 0.0% | 44 | -1,932 | -1.8% | Q3 2026 | Nov 06, 2026 |
| Point72 Asset Management, L.P. | History | No change | 89,442 | 4,088 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 85,403 | 3,903 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 84,861 | 3,878 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vest Financial, LLC | History | Reduced | 87,508 | 3,785 | 0.04% | 0.04% | 48 | -3,948 | -4.32% | Q3 2026 | Oct 21, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 79,775 | 3,646 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 73,863 | 3,376 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Horizon Investments, LLC | History | No change | 70,480 | 3,221 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 70,425 | 3,219 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALPS ADVISORS INC | History | Reduced | 72,512 | 3,136 | 0.01% | 0.03% | 53 | -63,630 | -46.74% | Q3 2026 | Nov 02, 2026 |
| Mariner, LLC | History | No change | 67,099 | 3,067 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 66,321 | 3,031 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 69,603 | 3,011 | 0.09% | 0.1% | 56 | -257 | -0.37% | Q3 2026 | Oct 19, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 64,935 | 2,968 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 67,198 | 2,906 | 0.0% | 0.0% | 58 | -26,518 | -28.3% | Q3 2026 | Nov 04, 2026 |
| Legal & General Group Plc | History | No change | 63,055 | 2,882 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 61,714 | 2,820 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BARCLAYS PLC | History | Added to | 60,542 | 2,619 | 0.0% | 0.0% | 61 | +11,109 | 22.47% | Q3 2026 | Nov 06, 2026 |
| Swiss National Bank | History | No change | 55,300 | 2,527 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORGES BANK | History | No change | 51,214 | 2,340 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| South Dakota Investment Council | History | No change | 48,242 | 2,205 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 44,400 | 2,029 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 49,303 | 2,012 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 43,003 | 1,860 | 0.01% | 0.0% | 67 | +42,856 | 29153.74% | Q3 2026 | Nov 09, 2026 |
| Vise Technologies, Inc. | History | New | 42,368 | 1,832 | 0.02% | — | 68 | +42,368 | New | Q3 2026 | Oct 28, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 38,971 | 1,781 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 38,943 | 1,780 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 38,400 | 1,755 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 34,211 | 1,564 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 32,595 | 1,489 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Jupiter Topco LLC | History | No change | 31,796 | 1,453 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 31,713 | 1,449 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 31,389 | 1,434 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Reduced | 30,878 | 1,433 | 0.01% | 0.02% | 77 | -23 | -0.07% | Q3 2026 | Oct 28, 2026 |
| Quantinno Capital Management LP | History | No change | 30,967 | 1,415 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PDS Planning, Inc | History | Reduced | 32,027 | 1,385 | 0.08% | 0.14% | 79 | -20,024 | -38.47% | Q3 2026 | Nov 03, 2026 |
| Aquatic Capital Management LLC | History | No change | 29,298 | 1,339 | 0.05% | 0.05% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | No change | 28,159 | 1,287 | 0.21% | 0.21% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 27,807 | 1,271 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 27,007 | 1,234 | 0.3% | 0.3% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 25,636 | 1,109 | 0.01% | 0.01% | 84 | -2,600 | -9.21% | Q3 2026 | Oct 28, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 24,275 | 1,109 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STRS OHIO | History | Added to | 24,200 | 1,046 | 0.0% | 0.0% | 86 | +15,800 | 188.1% | Q3 2026 | Oct 30, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 23,521 | 1,017 | 0.01% | 0.01% | 87 | +14,568 | 162.72% | Q3 2026 | Oct 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 21,755 | 994 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Strategies Group, Inc. | History | No change | 21,477 | 977 | 0.16% | 0.16% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 21,297 | 973 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 22,340 | 966 | 0.17% | 0.19% | 91 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Reduced | 20,947 | 906 | 0.46% | 0.5% | 92 | -88 | -0.42% | Q3 2026 | Oct 13, 2026 |
| Decatur Capital Management, Inc. | History | New | 20,819 | 900 | 0.28% | — | 93 | +20,819 | New | Q3 2026 | Nov 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 19,665 | 898 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 19,491 | 890 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 19,362 | 885 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 18,527 | 846 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 18,456 | 843 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | No change | 17,901 | 818 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 17,887 | 817 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Jump Financial, LLC | History | No change | 17,725 | 810 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 17,632 | 805 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savant Capital, LLC | History | Added to | 18,127 | 784 | 0.0% | 0.0% | 103 | +7,848 | 76.35% | Q3 2026 | Nov 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 17,943 | 776 | 0.0% | 0.0% | 104 | -28,595 | -61.44% | Q3 2026 | Nov 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 17,489 | 757 | 0.0% | 0.0% | 105 | -845 | -4.61% | Q3 2026 | Nov 05, 2026 |
| MetLife Investment Management, LLC | History | No change | 16,454 | 752 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 16,300 | 745 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 15,875 | 725 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 15,200 | 694 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 14,709 | 636 | 0.02% | 0.34% | 110 | -236,256 | -94.14% | Q3 2026 | Nov 09, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 14,009 | 606 | 0.01% | — | 111 | +14,009 | New | Q3 2026 | Oct 16, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 13,722 | 593 | 0.01% | 0.01% | 112 | -1,178 | -7.91% | Q3 2026 | Nov 05, 2026 |
| PDT Partners, LLC | History | No change | 12,100 | 553 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 11,700 | 506 | 0.01% | 0.01% | 114 | -500 | -4.1% | Q3 2026 | Oct 20, 2026 |
| IHT Wealth Management, LLC | History | No change | 9,785 | 447 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,480 | 442 | 0.0% | 0.0% | 116 | +837 | 9.68% | Q3 2026 | Oct 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 10,017 | 432 | 0.0% | 0.0% | 117 | +822 | 8.94% | Q3 2026 | Oct 15, 2026 |
| JMN Financial LLC | History | No change | 9,427 | 430 | 0.33% | 0.33% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 9,406 | 429 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 9,529 | 412 | 0.0% | 0.0% | 120 | -459 | -4.6% | Q3 2026 | Oct 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 8,989 | 410 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,957 | 409 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Handelsbanken Fonder AB | History | Added to | 9,000 | 389 | 0.0% | 0.0% | 123 | +3,500 | 63.64% | Q3 2026 | Nov 09, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 8,329 | 360 | 0.0% | 0.0% | 124 | +1,522 | 22.36% | Q3 2026 | Nov 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 8,200 | 354 | 0.0% | 0.02% | 125 | -85,086 | -91.21% | Q3 2026 | Oct 28, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 7,645 | 349 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 7,583 | 347 | 0.08% | 0.08% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,007 | 346 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 7,299 | 333 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Added to | 7,667 | 331 | 0.0% | 0.0% | 130 | +70 | 0.92% | Q3 2026 | Nov 03, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 7,122 | 325 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 7,036 | 321 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harvest Investment Services, LLC | History | No change | 7,038 | 321 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 6,997 | 319 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,354 | 318 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 6,944 | 317 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,135 | 309 | 0.0% | 0.0% | 137 | -361 | -4.82% | Q3 2026 | Oct 23, 2026 |
| denkapparat Operations GmbH | History | New | 7,082 | 306 | 0.08% | — | 138 | +7,082 | New | Q3 2026 | Nov 09, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 6,607 | 302 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,540 | 298 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 6,870 | 297 | 0.0% | 0.0% | 141 | -589 | -7.9% | Q3 2026 | Oct 22, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,479 | 280 | 0.0% | 0.0% | 142 | -142 | -2.14% | Q3 2026 | Nov 03, 2026 |
| Cambria Investment Management, L.P. | History | No change | 6,065 | 277 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 6,338 | 274 | 0.0% | 0.0% | 144 | -41,063 | -86.63% | Q3 2026 | Nov 09, 2026 |
| Maryland State Retirement & Pension System | History | New | 6,213 | 268 | 0.0% | — | 146 | +6,213 | New | Q3 2026 | Nov 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 6,200 | 268 | 0.0% | 0.0% | 145 | -200 | -3.13% | Q3 2026 | Oct 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,822 | 266 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantbot Technologies LP | History | No change | 5,812 | 265 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 5,783 | 264 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 5,959 | 257 | 0.02% | — | 150 | +5,959 | New | Q3 2026 | Oct 16, 2026 |
| FMR LLC | History | No change | 5,476 | 250 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 5,439 | 248 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 5,303 | 242 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stirlingshire Investments, Inc. | History | New | 5,475 | 236 | 0.17% | — | 156 | +5,475 | New | Q3 2026 | Nov 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 5,469 | 236 | 0.0% | 0.0% | 154 | -458 | -7.73% | Q3 2026 | Nov 05, 2026 |
| Baron Wealth Management LLC | History | Added to | 5,461 | 236 | 0.06% | 0.06% | 155 | +94 | 1.75% | Q3 2026 | Oct 27, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 5,350 | 231 | 0.0% | 0.0% | 157 | -149 | -2.71% | Q3 2026 | Nov 03, 2026 |
| Sterling Capital Management LLC | History | Reduced | 5,283 | 228 | 0.0% | 0.0% | 158 | -25 | -0.47% | Q3 2026 | Oct 22, 2026 |
| Diametric Capital, LP | History | No change | 4,953 | 226 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Asset Management Inc | History | Reduced | 5,136 | 222 | 0.0% | 0.0% | 160 | -85 | -1.63% | Q3 2026 | Nov 05, 2026 |
| Cetera Investment Advisers | History | No change | 4,812 | 219 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,596 | 210 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | No change | 4,528 | 206 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 4,657 | 201 | 0.0% | 0.0% | 164 | -715 | -13.31% | Q3 2026 | Nov 03, 2026 |
| Merit Financial Group, LLC | History | New | 4,626 | 200 | 0.0% | — | 165 | +4,626 | New | Q3 2026 | Nov 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,061 | 175 | 0.0% | 0.0% | 166 | +1,648 | 68.3% | Q3 2026 | Oct 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,838 | 166 | 0.0% | 0.0% | 167 | -120 | -3.03% | Q3 2026 | Oct 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,464 | 149 | 0.0% | 0.0% | 168 | +1,638 | 89.7% | Q3 2026 | Oct 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,220 | 139 | 0.0% | 0.0% | 169 | +213 | 7.08% | Q3 2026 | Nov 09, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,152 | 136 | 0.0% | 0.0% | 170 | -33 | -1.04% | Q3 2026 | Nov 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,942 | 134 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | New | 3,014 | 130 | 0.0% | — | 172 | +3,014 | New | Q3 2026 | Oct 22, 2026 |
| State of Wyoming | History | Reduced | 2,973 | 128 | 0.01% | 0.02% | 173 | -1,988 | -40.07% | Q3 2026 | Oct 28, 2026 |
| Covestor Ltd | History | Added to | 2,747 | 126 | 0.08% | 0.02% | 174 | +1,824 | 197.62% | Q3 2026 | Oct 30, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,419 | 110 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 2,280 | 104 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,246 | 102 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 2,289 | 99 | 0.0% | 0.0% | 178 | +312 | 15.78% | Q3 2026 | Oct 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,103 | 96 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 1,696 | 77 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 1,613 | 70 | 0.0% | 0.0% | 181 | +360 | 28.73% | Q3 2026 | Oct 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,431 | 65 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,457 | 63 | 0.0% | 0.0% | 183 | +3 | 0.21% | Q3 2026 | Nov 04, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 1,248 | 57 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 1,227 | 56 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthCollab, LLC | History | No change | 1,143 | 52 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 980 | 42 | 0.0% | 0.0% | 187 | +24 | 2.51% | Q3 2026 | Oct 27, 2026 |
| BESSEMER GROUP INC | History | Added to | 781 | 34 | 0.0% | 0.0% | 188 | +2 | 0.26% | Q3 2026 | Nov 09, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 587 | 25 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Root Financial Partners, LLC | History | New | 506 | 21 | 0.0% | — | 190 | +506 | New | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 442 | 19 | 0.0% | 0.0% | 191 | -357 | -44.68% | Q3 2026 | Oct 08, 2026 |
| True Wealth Design, LLC | History | No change | 428 | 18 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 397 | 18 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| iA Global Asset Management Inc. | History | New | 400 | 17 | 0.0% | — | 195 | +400 | New | Q3 2026 | Oct 29, 2026 |
| Fortitude Family Office, LLC | History | Added to | 413 | 17 | 0.0% | 0.0% | 194 | +21 | 5.36% | Q3 2026 | Oct 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 376 | 16 | 0.0% | 0.0% | 196 | +79 | 26.6% | Q3 2026 | Nov 06, 2026 |
| UMB Bank, n.a. | History | Added to | 310 | 13 | 0.0% | 0.0% | 197 | +1 | 0.32% | Q3 2026 | Nov 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 316 | 13 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 285 | 12 | 0.0% | 0.0% | 200 | +191 | 203.19% | Q3 2026 | Oct 29, 2026 |
| Pacer Advisors, Inc. | History | No change | 267 | 12 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Persistent Asset Partners Ltd | History | No change | 274 | 12 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 276 | 11 | 0.0% | 0.0% | 203 | +171 | 162.86% | Q3 2026 | Oct 26, 2026 |
| Bare Financial Services, Inc | History | Added to | 259 | 11 | 0.0% | 0.0% | 204 | +72 | 38.5% | Q3 2026 | Nov 04, 2026 |
| Salomon & Ludwin, LLC | History | No change | 272 | 11 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Essential Partners LLC | History | No change | 276 | 11 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Canton Hathaway, LLC | History | New | 250 | 10 | 0.0% | — | 209 | +250 | New | Q3 2026 | Oct 23, 2026 |
| US BANCORP \DE\ | History | Added to | 251 | 10 | 0.0% | 0.0% | 206 | +25 | 11.06% | Q3 2026 | Nov 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 238 | 10 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 231 | 10 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 183 | 7 | 0.0% | 0.0% | 212 | +1 | 0.55% | Q3 2026 | Nov 05, 2026 |
| CVA Family Office, LLC | History | No change | 164 | 7 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Optiver Holding B.V. | History | No change | 158 | 7 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 138 | 6 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 149 | 6 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 105 | 4 | 0.0% | 0.0% | 216 | +43 | 69.35% | Q3 2026 | Oct 14, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 103 | 4 | 0.0% | 0.0% | 218 | +25 | 32.05% | Q3 2026 | Nov 05, 2026 |
| IMA Advisory Services, Inc. | History | No change | 98 | 4 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | No change | 102 | 4 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| GK Wealth Management LLC | History | New | 75 | 3 | 0.0% | — | 225 | +75 | New | Q3 2026 | Oct 09, 2026 |
| ASSETMARK, INC | History | Added to | 72 | 3 | 0.0% | 0.0% | 219 | +44 | 157.14% | Q3 2026 | Oct 21, 2026 |
| Avion Wealth | History | Added to | 78 | 3 | 0.0% | 0.0% | 222 | +18 | 30.0% | Q3 2026 | Nov 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 78 | 3 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 83 | 3 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kilter Group LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 81 | 3 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 52 | 2 | 0.0% | 0.0% | 227 | +18 | 52.94% | Q3 2026 | Oct 27, 2026 |
| Marquette Asset Management, LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Quarry LP | History | No change | 57 | 2 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Cornerstone Financial Management LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 53 | 2 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | New | 36 | 1 | 0.0% | — | 237 | +36 | New | Q3 2026 | Oct 15, 2026 |
| Versant Capital Management, Inc | History | New | 26 | 1 | 0.0% | — | 236 | +26 | New | Q3 2026 | Oct 01, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 27 | 1 | 0.0% | — | 232 | +12 | 80.0% | Q3 2026 | Oct 22, 2026 |
| Bell Investment Advisors, Inc | History | No change | 30 | 1 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| JPL Wealth Management, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,503 | -100.0% | Q3 2026 | Oct 23, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,189 | -100.0% | Q3 2026 | Nov 09, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.15% | — | -6,229 | -100.0% | Q3 2026 | Nov 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,419 | -100.0% | Q3 2026 | Nov 09, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,767 | -100.0% | Q3 2026 | Nov 09, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -269 | -100.0% | Q3 2026 | Nov 04, 2026 |
| UMB Private Wealth Management, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Oct 19, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Abound Wealth Management | History | Reduced | 2 | 0 | — | — | — | -4 | -66.67% | Q3 2026 | Oct 26, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 23, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 16 | 0 | — | — | — | +2 | 14.29% | Q3 2026 | Nov 03, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 16 | 0 | — | — | — | +1 | 6.67% | Q3 2026 | Oct 27, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 19 | 0 | — | — | — | -1 | -5.0% | Q3 2026 | Oct 30, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 09, 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% | Q3 2026 | Nov 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| North Star Investment Management Corp. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Davis Capital Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| LRI Investments, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| HFM Investment Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |