ALBANY INTERNATIONAL CORP /DE/ - AIN
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 | 4,451,700 | 331,651 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EARNEST PARTNERS LLC | History | No change | 2,424,440 | 180,620 | 0.65% | 0.65% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,859,631 | 138,542 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,806,639 | 134,594 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,282,623 | 95,555 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,148,560 | 85,881 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,032,977 | 76,956 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 842,434 | 62,761 | 0.19% | 0.19% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 752,149 | 56,035 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 735,000 | 54,768 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 701,879 | 52,289 | 0.47% | 0.47% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 829,273 | 49,432 | 0.01% | 0.01% | 12 | -9,345 | -1.11% | Q3 2026 | Nov 04, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 618,181 | 36,849 | 0.65% | 0.56% | 13 | +170,112 | 37.97% | Q3 2026 | Oct 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 484,681 | 36,108 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Neuberger Berman Group LLC | History | No change | 465,977 | 34,752 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 438,401 | 32,660 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 412,149 | 30,705 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 396,468 | 29,536 | 0.09% | 0.09% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 382,152 | 28,470 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 371,930 | 27,708 | 0.1% | 0.1% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 334,171 | 24,895 | 0.16% | 0.16% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 304,800 | 22,707 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 291,690 | 21,730 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MORGAN STANLEY | History | No change | 277,552 | 20,677 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 272,550 | 20,304 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GW&K Investment Management, LLC | History | No change | 272,323 | 20,288 | 0.16% | 0.16% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Eagle Investment Management, LLC | History | No change | 272,129 | 20,273 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 263,566 | 19,635 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aristotle Capital Boston, LLC | History | No change | 220,403 | 16,420 | 1.1% | 1.1% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvey Partners, LLC | History | No change | 218,090 | 16,247 | 1.11% | 1.11% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 211,518 | 15,758 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 206,256 | 15,366 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 193,847 | 14,441 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 185,128 | 14,074 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 165,999 | 12,368 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 164,047 | 12,221 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 163,473 | 12,178 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 156,789 | 11,961 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 159,680 | 11,896 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 175,403 | 10,455 | 0.01% | 0.01% | 40 | +37,608 | 27.29% | Q3 2026 | Nov 02, 2026 |
| Russell Investments Group, Ltd. | History | No change | 136,218 | 10,148 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 167,934 | 10,010 | 0.0% | 0.0% | 42 | +555 | 0.33% | Q3 2026 | Nov 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 128,833 | 9,599 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 160,367 | 9,559 | 0.52% | 0.64% | 44 | -6,797 | -4.07% | Q3 2026 | Nov 04, 2026 |
| Invesco Ltd. | History | No change | 125,488 | 9,348 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 120,408 | 8,970 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 119,289 | 8,887 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 119,008 | 8,866 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONIMUS CAPITAL MANAGEMENT, LP | History | No change | 110,632 | 8,242 | 1.91% | 1.91% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 105,902 | 7,889 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 104,693 | 7,799 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 97,525 | 7,265 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 91,874 | 6,844 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 85,349 | 6,358 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 81,200 | 6,049 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 80,855 | 6,023 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 80,228 | 5,976 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roubaix Capital, LLC | History | No change | 77,024 | 5,738 | 2.06% | 2.06% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 66,501 | 4,954 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 65,542 | 4,882 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridge City Capital, LLC | History | Added to | 79,053 | 4,712 | 0.98% | 1.11% | 61 | +14,003 | 21.53% | Q3 2026 | Oct 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 62,900 | 4,686 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 62,169 | 4,631 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 56,900 | 4,239 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORGES BANK | History | No change | 56,600 | 4,216 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Numerai GP LLC | History | No change | 56,411 | 4,202 | 0.34% | 0.34% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 52,996 | 3,948 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 48,047 | 3,579 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 47,695 | 3,553 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 46,138 | 3,437 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 42,713 | 3,182 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 40,383 | 3,008 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONNORS INVESTOR SERVICES INC | History | No change | 37,256 | 2,775 | 0.24% | 0.24% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 31,990 | 2,383 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 30,902 | 2,302 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 30,448 | 2,268 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 29,992 | 2,234 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 36,175 | 2,156 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Creative Planning | History | Added to | 35,978 | 2,144 | 0.0% | 0.0% | 79 | +5,454 | 17.87% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 28,378 | 2,114 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 27,845 | 2,074 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 32,452 | 1,934 | 0.15% | 0.18% | 82 | +2,339 | 7.77% | Q3 2026 | Oct 19, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 32,358 | 1,928 | 0.04% | 0.05% | 83 | -2,569 | -7.36% | Q3 2026 | Oct 16, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 25,434 | 1,894 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 24,302 | 1,812 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 32,918 | 1,718 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 22,417 | 1,670 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 22,062 | 1,643 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 27,539 | 1,641 | 0.02% | 0.03% | 89 | -14,073 | -33.82% | Q3 2026 | Oct 27, 2026 |
| Quantinno Capital Management LP | History | No change | 21,645 | 1,612 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 21,001 | 1,564 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 17,137 | 1,276 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 16,941 | 1,262 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 19,917 | 1,187 | 0.0% | 0.0% | 94 | +616 | 3.19% | Q3 2026 | Nov 05, 2026 |
| Fruth Investment Management | History | No change | 19,850 | 1,183 | 0.29% | 0.35% | 95 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 18,572 | 1,107 | 0.08% | 0.09% | 96 | -1,210 | -6.12% | Q3 2026 | Oct 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 18,063 | 1,077 | 0.0% | 0.0% | 97 | -586 | -3.14% | Q3 2026 | Nov 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 17,931 | 1,068 | 0.0% | 0.0% | 98 | +2,834 | 18.77% | Q3 2026 | Nov 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 14,315 | 1,066 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Jupiter Topco LLC | History | No change | 13,989 | 1,043 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 13,780 | 1,026 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 13,505 | 1,006 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 13,443 | 1,001 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 13,336 | 993 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 13,336 | 993 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 12,986 | 967 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 16,094 | 959 | 0.13% | 0.15% | 107 | +920 | 6.06% | Q3 2026 | Oct 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 12,234 | 911 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 15,144 | 902 | 0.0% | 0.0% | 109 | -17,203 | -53.18% | Q3 2026 | Nov 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 12,009 | 894 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,592 | 863 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verition Fund Management LLC | History | No change | 11,060 | 823 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 10,957 | 816 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 13,374 | 797 | 0.01% | 0.01% | 114 | -1,140 | -7.85% | Q3 2026 | Nov 05, 2026 |
| Quadrature Capital Ltd | History | No change | 10,653 | 793 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legato Capital Management LLC | History | No change | 10,552 | 786 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 13,086 | 780 | 0.08% | 0.08% | 117 | +2,033 | 18.39% | Q3 2026 | Oct 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 9,758 | 726 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,100 | 721 | 0.01% | 0.01% | 119 | -300 | -2.42% | Q3 2026 | Oct 20, 2026 |
| AdvisorShares Investments LLC | History | No change | 9,400 | 700 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CenterBook Partners LP | History | Added to | 11,322 | 674 | 0.03% | 0.02% | 121 | +6,137 | 118.36% | Q3 2026 | Nov 02, 2026 |
| BARCLAYS PLC | History | No change | 8,814 | 656 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,688 | 647 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Inspire Investing, LLC | History | Added to | 10,682 | 636 | 0.03% | 0.03% | 124 | +1,586 | 17.44% | Q3 2026 | Oct 22, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,541 | 636 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 8,175 | 609 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,053 | 599 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 7,926 | 590 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 7,608 | 567 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,460 | 555 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Added to | 9,227 | 550 | 0.01% | 0.01% | 131 | +532 | 6.12% | Q3 2026 | Oct 15, 2026 |
| Entropy Technologies, LP | History | No change | 7,347 | 547 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,985 | 520 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 6,763 | 503 | 0.12% | 0.12% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Edgestream Partners, L.P. | History | No change | 6,541 | 487 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arizona State Retirement System | History | Added to | 7,998 | 476 | 0.0% | 0.0% | 136 | +174 | 2.22% | Q3 2026 | Nov 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,367 | 474 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,300 | 470 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 5,909 | 442 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,377 | 440 | 0.0% | 0.0% | 140 | -266 | -3.48% | Q3 2026 | Oct 23, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 5,913 | 440 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IEQ CAPITAL, LLC | History | No change | 5,885 | 438 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,283 | 434 | 0.0% | 0.01% | 143 | -381 | -4.97% | Q3 2026 | Oct 22, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 5,780 | 430 | 0.1% | 0.1% | 144 | 0 | 0.0% | Q2 2026 | Sep 29, 2026 |
| State of Wyoming | History | New | 6,704 | 399 | 0.03% | — | 145 | +6,704 | New | Q3 2026 | Oct 28, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,691 | 398 | 0.0% | 0.0% | 146 | -44 | -0.65% | Q3 2026 | Nov 03, 2026 |
| Gotham Asset Management, LLC | History | No change | 5,259 | 391 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Global Investments | History | Reduced | 6,502 | 388 | 0.02% | 0.03% | 148 | -235 | -3.49% | Q3 2026 | Oct 28, 2026 |
| Essex Financial Services, Inc. | History | No change | 5,126 | 381 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 6,351 | 378 | 0.01% | 0.01% | 150 | +2,217 | 53.63% | Q3 2026 | Nov 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 6,327 | 377 | 0.0% | 0.01% | 151 | -155 | -2.39% | Q3 2026 | Oct 29, 2026 |
| STRS OHIO | History | New | 6,200 | 369 | 0.0% | — | 152 | +6,200 | New | Q3 2026 | Oct 30, 2026 |
| Mariner, LLC | History | No change | 4,906 | 365 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 5,937 | 353 | 0.0% | 0.01% | 154 | -5,306 | -47.19% | Q3 2026 | Oct 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,686 | 349 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 4,445 | 331 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 5,400 | 321 | 0.0% | — | 157 | +5,400 | New | Q3 2026 | Oct 28, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 5,276 | 314 | 0.0% | 0.0% | 158 | -13 | -0.25% | Q3 2026 | Nov 03, 2026 |
| Tidal Investments LLC | History | No change | 4,077 | 303 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONNABLE OFFICE INC | History | No change | 3,986 | 296 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Centiva Capital, LP | History | No change | 3,921 | 292 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 3,812 | 283 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 3,767 | 280 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALLSTATE CORP | History | No change | 3,739 | 278 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 3,642 | 271 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 4,368 | 260 | 0.0% | 0.0% | 166 | +1,047 | 31.53% | Q3 2026 | Oct 27, 2026 |
| Blue Trust, Inc. | History | Added to | 4,343 | 258 | 0.0% | 0.0% | 167 | +901 | 26.18% | Q3 2026 | Oct 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,442 | 256 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,179 | 248 | 0.0% | 0.0% | 169 | -2,701 | -39.26% | Q3 2026 | Oct 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,271 | 244 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,273 | 243 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ProShare Advisors LLC | History | Reduced | 3,964 | 236 | 0.0% | 0.0% | 172 | -160 | -3.88% | Q3 2026 | Oct 28, 2026 |
| FMR LLC | History | No change | 3,105 | 231 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 3,074 | 229 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INGALLS & SNYDER LLC | History | No change | 3,000 | 224 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 2,820 | 210 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 2,818 | 209 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,448 | 205 | 0.0% | 0.0% | 178 | -180 | -4.96% | Q3 2026 | Oct 30, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,758 | 205 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Corient Private Wealth LP | History | No change | 2,714 | 202 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,671 | 198 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,628 | 195 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 2,535 | 187 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 2,250 | 168 | 0.13% | 0.13% | 184 | 0 | 0.0% | Q2 2026 | Sep 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,931 | 144 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,701 | 126 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,289 | 96 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 1,255 | 93 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,207 | 89 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,158 | 86 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 1,422 | 84 | 0.0% | 0.0% | 191 | +136 | 10.58% | Q3 2026 | Oct 08, 2026 |
| Hilltop National Bank | History | No change | 1,295 | 77 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,222 | 73 | 0.0% | 0.0% | 193 | +248 | 25.46% | Q3 2026 | Oct 20, 2026 |
| KBC Group NV | History | No change | 1,013 | 60 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SIGNATUREFD, LLC | History | Added to | 835 | 49 | 0.0% | 0.0% | 195 | +23 | 2.83% | Q3 2026 | Oct 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 716 | 42 | 0.0% | 0.0% | 196 | -295 | -29.18% | Q3 2026 | Nov 05, 2026 |
| Sterling Capital Management LLC | History | Added to | 691 | 41 | 0.0% | 0.0% | 197 | +266 | 62.59% | Q3 2026 | Oct 22, 2026 |
| Heritage Family Offices, LLP | History | New | 650 | 38 | 0.01% | — | 200 | +650 | New | Q3 2026 | Nov 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 652 | 38 | 0.0% | 0.0% | 198 | +98 | 17.69% | Q3 2026 | Oct 27, 2026 |
| Versant Capital Management, Inc | History | No change | 650 | 38 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Allworth Financial LP | History | No change | 474 | 35 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 464 | 34 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 520 | 30 | 0.0% | — | 204 | +520 | New | Q3 2026 | Oct 28, 2026 |
| Nykredit A/S | History | No change | 416 | 30 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 398 | 29 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 363 | 27 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 358 | 26 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 377 | 22 | 0.0% | 0.0% | 209 | +237 | 169.29% | Q3 2026 | Oct 29, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 377 | 22 | 0.0% | 0.0% | 208 | +190 | 101.6% | Q3 2026 | Oct 22, 2026 |
| Optiver Holding B.V. | History | No change | 256 | 19 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 219 | 16 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 201 | 14 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 190 | 14 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 165 | 12 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 158 | 11 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 165 | 9 | 0.0% | 0.0% | 216 | +82 | 98.8% | Q3 2026 | Oct 08, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 115 | 8 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 108 | 8 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFC Planning, Inc. | History | No change | 115 | 8 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 100 | 7 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 107 | 7 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 86 | 5 | 0.0% | 0.0% | 224 | -94 | -52.22% | Q3 2026 | Oct 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 87 | 5 | 0.0% | 0.0% | 225 | -34 | -28.1% | Q3 2026 | Nov 04, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 93 | 5 | 0.0% | 0.0% | 223 | +9 | 10.71% | Q3 2026 | Oct 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 70 | 5 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 76 | 4 | 0.0% | 0.0% | 226 | +5 | 7.04% | Q3 2026 | Oct 05, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 71 | 4 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 57 | 4 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 67 | 4 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 54 | 4 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 54 | 3 | 0.0% | 0.0% | 234 | +29 | 116.0% | Q3 2026 | Nov 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 56 | 3 | 0.0% | 0.0% | 233 | +1 | 1.82% | Q3 2026 | Oct 21, 2026 |
| Bogart Wealth, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 46 | 2 | 0.0% | — | 240 | +46 | New | Q3 2026 | Oct 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 36 | 2 | 0.0% | — | 236 | +31 | 620.0% | Q3 2026 | Nov 03, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 35 | 2 | 0.0% | 0.0% | 238 | -4 | -10.26% | Q3 2026 | Oct 26, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Quarry LP | History | No change | 39 | 2 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Reduced | 19 | 1 | 0.0% | 0.0% | 244 | -61 | -76.25% | Q3 2026 | Oct 14, 2026 |
| Root Financial Partners, LLC | History | New | 33 | 1 | 0.0% | — | 246 | +33 | New | Q3 2026 | Oct 21, 2026 |
| UMB Private Wealth Management, LLC | History | New | 33 | 1 | 0.0% | — | 248 | +33 | New | Q3 2026 | Oct 19, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 23 | 1 | 0.0% | — | 245 | +23 | New | Q3 2026 | Nov 05, 2026 |
| Ascentis Wealth Management, LLC | History | New | 22 | 1 | 0.0% | — | 247 | +22 | New | Q3 2026 | Nov 03, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 27 | 1 | 0.0% | 0.0% | 242 | +11 | 68.75% | Q3 2026 | Oct 22, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 22 | 1 | 0.0% | 0.0% | 243 | +4 | 22.22% | Q3 2026 | Oct 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,253 | -100.0% | Q3 2026 | Oct 23, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,226 | -100.0% | Q3 2026 | Nov 02, 2026 |
| XPONANCE LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,778 | -100.0% | Q3 2026 | Nov 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,760 | -100.0% | Q3 2026 | Oct 26, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Closed out | 0 | 0 | — | 0.0% | — | -146 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 10 | 0 | — | 0.0% | — | -39 | -79.59% | Q3 2026 | Oct 29, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2026 | Oct 13, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2026 | Oct 27, 2026 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Oct 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 23, 2026 |
| Fairway Wealth LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 30, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 15, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Covestor Ltd | History | Reduced | 3 | 0 | — | — | — | -3 | -50.0% | Q3 2026 | Oct 30, 2026 |
| Bare Financial Services, Inc | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Nov 04, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Investors Research Corp | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 14 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Evolution Advisers, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ankerstar Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |