ASSURANT, INC. - AIZ

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
13D/13G major owners: Ownership tab.
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.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 5,009,537 1,345,211 0.02% 0.02% 1 +1,063,661 26.96% Q2 2026 Aug 07, 2026
Bank of New York Mellon Corp History Reduced 4,727,930 1,269,590 0.21% 0.19% 2 -89,021 -1.85% Q2 2026 Aug 06, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Reduced 3,236,936 869,214 0.02% 0.02% 3 -6,568 -0.2% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Reduced 2,836,307 761,633 0.03% 0.03% 4 -171,830 -5.71% Q2 2026 Aug 13, 2026
STATE STREET CORP History Added to 2,541,897 682,575 0.02% 0.02% 5 +10,481 0.41% Q2 2026 Sep 22, 2026
T. Rowe Price Investment Management, Inc. History Reduced 2,427,220 651,782 0.43% 0.49% 6 -844,823 -25.82% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,417,209 379,919 0.02% 0.02% 7 +10,423 0.74% Q2 2026 Aug 12, 2026
Invesco Ltd. History Added to 1,226,729 329,413 0.03% 0.04% 8 +282 0.02% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,199,305 322,049 0.06% 0.05% 9 +73,899 6.57% Q2 2026 Aug 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 1,143,631 307,100 0.03% 0.03% 10 -2,883 -0.25% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,004,116 269,635 0.02% 0.01% 11 +642,906 177.99% Q2 2026 Aug 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 920,398 247,154 0.08% 0.07% 12 -2,023 -0.22% Q2 2026 Aug 03, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Added to 896,364 240,700 0.66% 0.51% 13 +198,829 28.5% Q2 2026 Aug 12, 2026
MORGAN STANLEY History Added to 777,257 208,717 0.01% 0.01% 14 +120,272 18.31% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 754,475 202,096 0.17% 0.19% 15 -79,646 -9.55% Q2 2026 Aug 12, 2026
FMR LLC History Reduced 689,904 185,260 0.01% 0.01% 16 -60,457 -8.06% Q2 2026 Aug 13, 2026
NORGES BANK History New 651,725 175,007 0.02% — 17 +651,725 New Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History Reduced 612,525 164,481 0.1% 0.1% 18 -20,371 -3.22% Q2 2026 Aug 11, 2026
LYRICAL ASSET MANAGEMENT LP History Reduced 582,803 156,500 1.98% 2.03% 19 -29,301 -4.79% Q2 2026 Aug 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Added to 548,785 147,365 0.1% 0.09% 20 +49,051 9.82% Q2 2026 Aug 13, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 512,613 137,954 0.11% 0.13% 21 -149,308 -22.56% Q2 2026 Aug 05, 2026
NORTHERN TRUST CORP History Reduced 503,434 135,187 0.02% 0.01% 22 -9,391 -1.83% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 477,030 128,096 0.06% 0.02% 23 +318,124 200.2% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History Reduced 465,890 125,105 0.12% 0.12% 24 -20,688 -4.25% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 465,243 124,931 0.02% 0.02% 25 -1,263 -0.27% Q2 2026 Aug 14, 2026
Gillson Capital LP History Added to 464,516 124,736 7.35% 7.02% 26 +71,500 18.19% Q2 2026 Aug 14, 2026
FIL Ltd History Reduced 414,275 111,245 0.08% 0.08% 27 -42,084 -9.22% Q2 2026 Aug 13, 2026
FIRST MANHATTAN CO. LLC. History Reduced 405,627 108,923 0.28% 0.25% 28 -2,962 -0.72% Q2 2026 Aug 14, 2026
Woodline Partners LP History Added to 390,528 104,868 0.32% 0.29% 29 +33,996 9.54% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 345,193 92,694 0.02% 0.02% 30 -117,326 -25.37% Q2 2026 Aug 14, 2026
JUPITER ASSET MANAGEMENT LTD History Reduced 327,512 87,946 0.44% 0.38% 31 -1,118 -0.34% Q2 2026 Aug 10, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 308,532 82,850 0.12% 0.12% 32 -12,603 -3.92% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History Added to 299,973 80,551 0.01% 0.01% 33 +82,532 37.96% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History Reduced 285,698 76,718 0.02% 0.02% 34 -34,501 -10.77% Q2 2026 Aug 07, 2026
VANGUARD FIDUCIARY TRUST CO History Reduced 277,979 74,645 0.02% 0.02% 35 -3,638 -1.29% Q2 2026 Aug 13, 2026
Clark Capital Management Group, Inc. History Added to 246,107 66,087 0.36% 0.23% 36 +73,778 42.81% Q2 2026 Aug 11, 2026
TWO SIGMA INVESTMENTS, LP History Added to 240,181 64,495 0.05% 0.01% 37 +204,988 582.47% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History Added to 238,400 64,017 0.03% 0.02% 38 +47,401 24.82% Q2 2026 Aug 12, 2026
GW&K Investment Management, LLC History Reduced 237,825 63,864 0.5% 0.49% 39 -15,243 -6.02% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 223,542 60,027 0.01% 0.01% 40 +125,189 127.29% Q2 2026 Sep 23, 2026
TD ASSET MANAGEMENT INC History Reduced 210,486 56,521 0.05% 0.04% 41 -41,401 -16.44% Q2 2026 Aug 04, 2026
UBS Group AG History Added to 202,606 54,405 0.01% 0.0% 42 +64,335 46.53% Q2 2026 Aug 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 184,140 49,447 0.07% 0.12% 43 -160,500 -46.57% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 182,192 48,765 0.02% 0.02% 44 -30,638 -14.4% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 173,323 46,542 0.03% 0.02% 45 +19,542 12.71% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 170,055 45,664 0.01% 0.01% 46 +156 0.09% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History Added to 146,874 39,979 0.0% 0.0% 47 +27,696 23.24% Q2 2026 Aug 12, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 146,019 39,210 0.01% 0.02% 48 -116,941 -44.47% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History Added to 139,773 37,533 0.09% 0.07% 49 +38,678 38.26% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History Added to 133,460 35,838 0.02% 0.01% 50 +90,870 213.36% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 132,025 35,452 0.01% 0.0% 51 +78,308 145.78% Q2 2026 Aug 03, 2026
Nuveen, LLC History Added to 128,615 34,536 0.01% 0.01% 52 +1,746 1.38% Q2 2026 Aug 11, 2026
OBERWEIS ASSET MANAGEMENT INC/ History Added to 122,100 32,787 0.68% 0.66% 53 +19,800 19.35% Q2 2026 Aug 14, 2026
DEPRINCE RACE & ZOLLO INC History Reduced 119,647 32,128 0.54% 0.5% 54 -898 -0.74% Q2 2026 Aug 20, 2026
LORD, ABBETT & CO. LLC History Reduced 119,330 32,044 0.09% 0.09% 55 -1,420 -1.18% Q2 2026 Aug 14, 2026
Amundi History Reduced 115,053 30,895 0.01% 0.01% 56 -36,083 -23.87% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History Added to 112,664 30,253 0.0% 0.0% 57 +96,341 590.22% Q2 2026 Aug 14, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 112,130 30,110 0.22% 0.15% 58 +19,718 21.34% Q2 2026 Aug 13, 2026
Calamos Advisors LLC History Reduced 105,285 28,272 0.09% 0.08% 59 -2,070 -1.93% Q2 2026 Jul 31, 2026
Vanguard Global Advisers, LLC History Reduced 104,242 27,992 0.01% 0.01% 60 -3,816 -3.53% Q2 2026 Aug 13, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 104,171 27,973 0.02% 0.02% 61 -28,231 -21.32% Q2 2026 Aug 14, 2026
Swiss National Bank History Added to 99,700 26,772 0.01% 0.01% 62 +700 0.71% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History Added to 98,589 26,474 0.03% 0.03% 63 +23,763 31.76% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History Reduced 98,556 26,465 0.02% 0.02% 64 -7,406 -6.99% Q2 2026 Aug 11, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 98,305 26,397 1.53% 1.36% 65 +1,446 1.49% Q2 2026 Aug 04, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 97,194 26,099 0.01% 0.01% 66 +25,070 34.76% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History Added to 96,943 26,032 0.0% 0.0% 67 +75,012 342.04% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History Added to 89,591 24,059 0.0% 0.0% 68 +9,854 12.36% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History Reduced 89,389 24,003 0.03% 0.04% 69 -23,644 -20.92% Q2 2026 Aug 12, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 89,235 23,962 0.42% 0.39% 70 +4,586 5.42% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History Reduced 87,631 23,531 0.02% 0.03% 71 -59,109 -40.28% Q2 2026 Sep 02, 2026
PRUDENTIAL FINANCIAL INC History Reduced 87,101 23,389 0.03% 0.04% 72 -56,161 -39.2% Q2 2026 Aug 12, 2026
BARCLAYS PLC History Reduced 84,349 22,650 0.0% 0.01% 73 -27,607 -24.66% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 81,669 21,930 0.03% 0.01% 74 +32,152 64.93% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History Reduced 79,270 21,286 0.02% 0.02% 75 -20,618 -20.64% Q2 2026 Aug 13, 2026
Legal & General Group Plc History Added to 78,597 21,105 0.0% 0.0% 76 +472 0.6% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History Added to 76,366 20,542 0.01% 0.01% 77 +3,734 5.14% Q2 2026 Aug 14, 2026
Jain Global LLC History Reduced 73,506 19,738 0.08% 0.12% 78 -63,711 -46.43% Q2 2026 Aug 14, 2026
ZACKS INVESTMENT MANAGEMENT History Added to 71,968 19,325 0.14% 0.12% 79 +1,423 2.02% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 64,561 17,336 0.01% 0.01% 80 -2,321 -3.47% Q2 2026 Aug 04, 2026
Schonfeld Strategic Advisors LLC History Reduced 64,439 17,303 0.06% 0.12% 81 -13,177 -16.98% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 63,392 17,022 0.01% 0.01% 82 +6,053 10.56% Q2 2026 Aug 07, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 61,126 16,348 0.02% 0.03% 83 -16,224 -20.97% Q2 2026 Aug 06, 2026
RAYMOND JAMES FINANCIAL INC History Added to 58,342 15,666 0.0% 0.0% 84 +6,226 11.95% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History Added to 57,891 15,545 0.01% 0.0% 85 +14,305 32.82% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History Reduced 57,625 15,474 0.01% 0.02% 86 -23,149 -28.66% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 57,569 15,459 0.01% 0.01% 87 -1,259 -2.14% Q2 2026 Aug 24, 2026
LPL Financial LLC History Added to 51,548 13,842 0.0% 0.0% 88 +17,471 51.27% Q2 2026 Aug 07, 2026
Boston Partners History Added to 50,999 13,695 0.01% 0.01% 89 +10,060 24.57% Q2 2026 Aug 04, 2026
VANGUARD ASSET MANAGEMENT, Ltd History Added to 48,248 12,956 0.01% 0.01% 90 +3,269 7.27% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 47,920 12,867 0.01% 0.01% 91 -3,033 -5.95% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History Reduced 46,003 12,353 0.0% 0.0% 92 -18,114 -28.25% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History Reduced 44,829 12,037 0.01% 0.01% 93 -5,450 -10.84% Q2 2026 Aug 06, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Added to 44,688 12,000 0.23% 0.2% 94 +19,996 80.98% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 44,078 11,836 0.04% 0.01% 95 +35,901 439.05% Q2 2026 Aug 06, 2026
Allspring Global Investments Holdings, LLC History Reduced 42,744 11,717 0.02% 0.02% 96 -3,233 -7.03% Q2 2026 Aug 13, 2026
Dockside LLC History Added to 43,551 11,694 2.74% 2.01% 97 +6,849 18.66% Q2 2026 Aug 03, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 42,859 11,508 0.02% 0.02% 98 -950 -2.17% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 51,148 11,140 0.0% 0.01% 99 -14,507 -22.1% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 39,445 10,592 0.02% 0.02% 100 -5,097 -11.44% Q2 2026 Jul 23, 2026
VAN ECK ASSOCIATES CORP History Added to 38,356 10,299 0.01% 0.01% 101 +502 1.33% Q2 2026 Aug 14, 2026
Azora Capital LP History New 38,009 10,206 0.43% — 102 +38,009 New Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History Added to 36,297 9,746 0.02% 0.01% 103 +13,738 60.9% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 36,240 9,731 0.0% 0.0% 104 +14,804 69.06% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 35,918 9,645 0.01% 0.01% 105 -1,230 -3.31% Q2 2026 Jul 29, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 35,853 9,627 0.01% 0.01% 106 +743 2.12% Q2 2026 Sep 09, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 35,615 9,563 0.02% 0.02% 107 -1,513 -4.08% Q2 2026 Aug 10, 2026
FRANKLIN RESOURCES INC History Reduced 34,777 9,338 0.0% 0.0% 108 -1,949 -5.31% Q2 2026 Aug 13, 2026
Bridgewater Associates, LP History Added to 34,707 9,319 0.04% 0.01% 109 +25,741 287.1% Q2 2026 Aug 14, 2026
Trexquant Investment LP History New 34,133 9,165 0.05% — 110 +34,133 New Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 33,159 8,904 0.02% 0.02% 111 -1,495 -4.31% Q2 2026 Aug 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 32,984 8,857 0.02% 0.04% 112 -8,860 -21.17% Q2 2026 Aug 14, 2026
OAK ASSOCIATES LTD /OH/ History No change 32,938 8,844 0.49% 0.48% 113 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 32,400 8,700 0.0% 0.01% 114 -10,664 -24.76% Q2 2026 Aug 14, 2026
Vest Financial, LLC History Added to 31,635 8,494 0.09% 0.08% 115 +85 0.27% Q2 2026 Jul 24, 2026
Shay Capital LLC History Reduced 30,000 8,055 0.52% 1.13% 116 -32,000 -51.61% Q2 2026 Aug 14, 2026
OFI INVEST ASSET MANAGEMENT History New 34,000 7,985 0.08% — 117 +34,000 New Q2 2026 Jul 17, 2026
Cerity Partners LLC History Reduced 29,675 7,968 0.01% 0.01% 118 -3,686 -11.05% Q2 2026 Aug 14, 2026
PITTENGER & ANDERSON INC History Added to 28,338 7,609 0.27% 0.24% 119 +533 1.92% Q2 2026 Jul 27, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 27,776 7,458 0.02% 0.02% 120 -345 -1.23% Q2 2026 Aug 10, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Added to 27,466 7,375 0.15% 0.11% 121 +6,010 28.01% Q2 2026 Aug 14, 2026
Man Group plc History Reduced 27,353 7,345 0.01% 0.01% 122 -6,396 -18.95% Q2 2026 Aug 14, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History Reduced 27,173 7,296 1.15% 1.04% 123 -644 -2.32% Q2 2026 Jul 30, 2026
CITADEL ADVISORS LLC History Reduced 26,071 7,000 0.0% 0.0% 124 -73,788 -73.89% Q2 2026 Sep 02, 2026
Janney Montgomery Scott LLC History Added to 25,824 6,935 0.01% 0.01% 125 +251 0.98% Q2 2026 Aug 05, 2026
Robeco Institutional Asset Management B.V. History Reduced 25,726 6,908 0.01% 0.04% 126 -98,515 -79.29% Q2 2026 Jul 21, 2026
GLOBEFLEX CAPITAL L P History Reduced 25,435 6,830 0.87% 0.84% 127 -83 -0.33% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 24,879 6,680 0.01% 0.01% 128 +1,365 5.81% Q2 2026 Aug 19, 2026
GUGGENHEIM CAPITAL LLC History Reduced 24,453 6,566 0.04% 0.05% 129 -4,980 -16.92% Q2 2026 Aug 12, 2026
Chevy Chase Trust Holdings, LLC History Reduced 23,974 6,437 0.02% 0.02% 130 -871 -3.51% Q2 2026 Aug 14, 2026
Creative Planning History Added to 23,551 6,324 0.0% 0.0% 131 +6,142 35.28% Q2 2026 Aug 13, 2026
Hillsdale Investment Management Inc. History Added to 22,760 6,111 0.14% 0.13% 132 +680 3.08% Q2 2026 Aug 12, 2026
DEAN INVESTMENT ASSOCIATES, LLC History Added to 22,644 6,080 0.8% 0.68% 133 +407 1.83% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History New 22,349 5,997 0.0% — 134 +22,349 New Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History Added to 21,615 5,804 0.01% 0.01% 135 +3,280 17.89% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History Added to 21,230 5,700 0.02% 0.01% 136 +2,306 12.19% Q2 2026 Aug 14, 2026
Treasurer of the State of North Carolina History Reduced 21,089 5,663 0.01% 0.01% 137 -270 -1.26% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 21,027 5,646 0.04% 0.04% 138 -666 -3.07% Q2 2026 Jul 23, 2026
PARK AVENUE SECURITIES LLC History Added to 20,932 5,621 0.04% 0.01% 139 +15,163 262.84% Q2 2026 Jul 20, 2026
Cetera Investment Advisers History Added to 20,869 5,603 0.01% 0.0% 140 +7,430 55.29% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 20,403 5,478 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 11, 2026
MML INVESTORS SERVICES, LLC History Added to 20,168 5,415 0.01% 0.0% 142 +12,811 174.13% Q2 2026 Aug 07, 2026
Corient Private Wealth LP History Reduced 20,120 5,402 0.01% 0.01% 143 -12,723 -38.74% Q2 2026 Aug 27, 2026
Neuberger Berman Group LLC History Reduced 19,853 5,331 0.0% 0.0% 144 -566 -2.77% Q2 2026 Aug 13, 2026
DIVIDEND ASSETS CAPITAL, LLC History Reduced 19,633 5,272 1.02% 1.15% 145 -6,874 -25.93% Q2 2026 Aug 12, 2026
Edgestream Partners, L.P. History New 19,275 5,175 0.15% — 146 +19,275 New Q2 2026 Aug 11, 2026
GHP Investment Advisors, Inc. History Added to 18,958 5,090 0.19% 0.17% 147 +470 2.54% Q2 2026 Jul 17, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 18,863 5,065 0.02% 0.05% 148 -38,583 -67.16% Q2 2026 Aug 13, 2026
LBP AM SA History Added to 18,580 4,989 0.05% 0.04% 149 +4,301 30.12% Q2 2026 Jul 24, 2026
DANSKE BANK A/S History Added to 18,400 4,940 0.01% 0.0% 150 +13,782 298.44% Q2 2026 Aug 10, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 18,136 4,870 0.0% 0.0% 151 -5,340 -22.75% Q2 2026 Aug 10, 2026
JANUS HENDERSON GROUP PLC History No change 22,349 4,868 0.0% 0.0% 152 0 0.0% Q1 2026 May 18, 2026
SG Americas Securities, LLC History Added to 17,567 4,717 0.0% 0.0% 153 +602 3.55% Q2 2026 Aug 07, 2026
STRS OHIO History Added to 16,917 4,542 0.02% 0.01% 154 +224 1.34% Q2 2026 Jul 30, 2026
LEUTHOLD GROUP, LLC History Reduced 16,846 4,523 0.45% 0.41% 155 -877 -4.95% Q2 2026 Aug 04, 2026
ProShare Advisors LLC History Reduced 16,428 4,411 0.01% 0.01% 156 -74 -0.45% Q2 2026 Aug 11, 2026
State of New Jersey Common Pension Fund D History No change 16,297 4,376 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 04, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 16,253 4,364 0.01% 0.01% 158 +1,004 6.58% Q2 2026 Jul 22, 2026
Ensign Peak Advisors, Inc History Reduced 16,193 4,348 0.01% 0.01% 159 -7,093 -30.46% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History Added to 15,810 4,245 0.03% 0.03% 160 +537 3.52% Q2 2026 Aug 11, 2026
Illinois Municipal Retirement Fund History Reduced 15,731 4,224 0.05% 0.05% 161 -2,186 -12.2% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 15,324 4,114 0.01% 0.01% 162 -407 -2.59% Q2 2026 Aug 17, 2026
Handelsbanken Fonder AB History No change 15,000 4,028 0.01% 0.01% 163 0 0.0% Q2 2026 Jul 10, 2026
CANADA LIFE ASSURANCE Co History Added to 14,859 3,984 0.01% 0.01% 164 +631 4.43% Q2 2026 Aug 13, 2026
Twin Tree Management, LP History Added to 14,700 3,947 0.07% 0.04% 165 +5,700 63.33% Q2 2026 Aug 12, 2026
Rafferty Asset Management, LLC History Added to 14,432 3,875 0.01% 0.01% 166 +2,257 18.54% Q2 2026 Aug 14, 2026
Meiji Yasuda Asset Management Co Ltd. History Reduced 14,327 3,847 0.17% 0.16% 167 -274 -1.88% Q2 2026 Aug 12, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 14,182 3,808 0.01% 0.01% 168 -65 -0.46% Q2 2026 Aug 13, 2026
Czech National Bank History Added to 14,103 3,787 0.02% 0.02% 169 +464 3.4% Q2 2026 Jul 08, 2026
Squarepoint Ops LLC History Added to 14,065 3,776 0.0% 0.0% 170 +12,734 956.72% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 13,752 3,692 0.02% 0.01% 171 +2,621 23.55% Q2 2026 Aug 13, 2026
Arizona State Retirement System History Reduced 13,714 3,682 0.02% 0.02% 172 -43 -0.31% Q2 2026 Aug 07, 2026
KLP KAPITALFORVALTNING AS History Added to 13,700 3,678 0.01% 0.01% 173 +800 6.2% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History Added to 13,479 3,619 0.0% 0.0% 174 +3,876 40.36% Q2 2026 Jul 28, 2026
CIBC Bancorp USA Inc. History Reduced 13,401 3,597 0.0% 0.0% 175 -3,213 -19.34% Q2 2026 Aug 13, 2026
Ethic Inc. History Added to 13,169 3,536 0.04% 0.04% 177 +1,037 8.55% Q2 2026 Jul 29, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 13,168 3,536 0.02% 0.02% 176 +180 1.39% Q2 2026 Aug 10, 2026
Quadrature Capital Ltd History Reduced 12,951 3,477 0.03% 0.04% 178 -1,070 -7.63% Q2 2026 Aug 06, 2026
Vanguard Investments Australia, Ltd. History Added to 12,872 3,456 0.01% 0.01% 179 +267 2.12% Q2 2026 Aug 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 12,667 3,401 0.02% 0.02% 180 -400 -3.06% Q2 2026 Jul 30, 2026
Orion Porfolio Solutions, LLC History Reduced 12,397 3,328 0.03% 0.03% 181 -1,137 -8.4% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 12,440 3,289 0.0% 0.0% 182 +3,567 40.2% Q2 2026 Aug 14, 2026
XTX Topco Ltd History Added to 11,770 3,160 0.04% 0.0% 183 +10,592 899.15% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History Reduced 11,334 3,043 0.01% 0.01% 184 -363 -3.1% Q2 2026 Aug 13, 2026
Dean Capital Management History No change 11,237 3,017 1.09% 1.01% 185 0 0.0% Q2 2026 Aug 14, 2026
Susquehanna Portfolio Strategies, LLC History No change 11,188 3,004 0.05% 0.04% 186 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History Reduced 11,118 2,984 0.03% 0.03% 187 -871 -7.26% Q2 2026 Jul 20, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 10,944 2,938 0.01% 0.01% 188 -722 -6.19% Q2 2026 Jul 17, 2026
CIBC Asset Management Inc History Reduced 10,899 2,926 0.01% 0.01% 189 -857 -7.29% Q2 2026 Aug 03, 2026
Elo Mutual Pension Insurance Co History Reduced 10,853 2,914 0.04% 0.04% 190 -1,369 -11.2% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History Reduced 10,760 2,889 0.0% 0.0% 191 -912 -7.81% Q2 2026 Aug 05, 2026
Pictet Asset Management Holding SA History Added to 10,552 2,833 0.0% 0.0% 192 +567 5.68% Q2 2026 Jul 30, 2026
Retirement Systems of Alabama History Reduced 10,407 2,794 0.01% 0.01% 193 -228 -2.14% Q2 2026 Jul 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 10,234 2,748 0.0% 0.0% 194 -1,474 -12.59% Q2 2026 Aug 14, 2026
Annex Advisory Services, LLC History Reduced 9,812 2,634 0.04% 0.04% 195 -7 -0.07% Q2 2026 Jul 10, 2026
Capital Research Global Investors History Added to 9,539 2,561 0.0% 0.0% 196 +1,569 19.69% Q2 2026 Aug 12, 2026
TORONTO DOMINION BANK History Reduced 9,534 2,560 0.0% 0.0% 197 -3,633 -27.59% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 9,495 2,549 0.0% 0.0% 198 +287 3.12% Q2 2026 Aug 07, 2026
PensionDanmark Pensionsforsikringsaktieselskab History No change 9,235 2,479 0.02% 0.02% 199 0 0.0% Q2 2026 Jul 08, 2026
XPONANCE LLC History Reduced 9,178 2,464 0.02% 0.01% 200 -179 -1.91% Q2 2026 Aug 10, 2026
Vise Technologies, Inc. History Added to 8,922 2,395 0.03% 0.04% 201 +1,021 12.92% Q2 2026 Aug 10, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 8,861 2,379 0.02% 0.02% 202 -475 -5.09% Q2 2026 Aug 03, 2026
Assenagon Asset Management S.A. History Reduced 8,807 2,364 0.0% 0.0% 203 -4,193 -32.25% Q2 2026 Jul 08, 2026
Pathstone Holdings, LLC History Added to 8,644 2,333 0.01% 0.01% 204 +38 0.44% Q2 2026 Aug 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History New 8,632 2,318 0.11% — 205 +8,632 New Q2 2026 Jul 23, 2026
NorthCoast Asset Management LLC History Reduced 8,596 2,308 0.05% 0.05% 206 -635 -6.88% Q2 2026 Aug 12, 2026
AMALGAMATED BANK History Reduced 8,578 2,303 0.02% 0.02% 207 -984 -10.29% Q2 2026 Jul 23, 2026
Vestmark Advisory Solutions, Inc. History Reduced 8,369 2,247 0.02% 0.02% 208 -498 -5.62% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History Reduced 8,169 2,193 0.0% 0.0% 209 -1,109 -11.95% Q2 2026 Aug 13, 2026
RBF Capital, LLC History Added to 8,000 2,148 0.09% 0.03% 210 +5,000 166.67% Q2 2026 Aug 14, 2026
Cascade Investment Advisors, Inc. History Reduced 7,994 2,146 1.17% 1.04% 211 -55 -0.68% Q2 2026 Jul 15, 2026
Capula Management Ltd History No change 7,800 2,094 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 14, 2026
NEOS Investment Management LLC History Added to 7,719 2,072 0.01% 0.01% 213 +955 14.12% Q2 2026 Aug 11, 2026
Utah Retirement Systems History Reduced 7,517 2,018 0.02% 0.02% 214 -710 -8.63% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 7,507 2,015 0.0% 0.0% 215 -2,514 -25.09% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History Added to 7,435 1,996 0.02% 0.01% 216 +3,818 105.56% Q2 2026 Aug 04, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 6,800 1,826 0.01% 0.02% 217 -6,540 -49.03% Q2 2026 Aug 25, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 6,750 1,812 0.01% 0.03% 218 -23,824 -77.92% Q2 2026 Aug 14, 2026
Dana Investment Advisors, Inc. History Reduced 6,721 1,804 0.05% 0.05% 219 -359 -5.07% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History Reduced 6,631 1,780 0.0% 0.0% 220 -84 -1.25% Q2 2026 Aug 05, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 6,260 1,745 0.0% 0.0% 222 +1,363 27.83% Q2 2026 Jul 15, 2026
ALLSTATE CORP History Reduced 6,499 1,745 0.02% 0.02% 221 -136 -2.05% Q2 2026 Aug 13, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 6,426 1,725 0.01% 0.01% 223 +761 13.43% Q2 2026 Sep 23, 2026
EDMP, INC. History Reduced 6,203 1,665 1.34% 1.2% 224 -621 -9.1% Q2 2026 Jul 29, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 6,093 1,636 0.02% 0.02% 225 +354 6.17% Q2 2026 Jul 28, 2026
Atom Investors LP History New 6,034 1,620 0.14% — 226 +6,034 New Q2 2026 Aug 14, 2026
DekaBank Deutsche Girozentrale History No change 7,353 1,583 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 05, 2026
Oak Thistle LLC History New 5,885 1,580 0.15% — 228 +5,885 New Q2 2026 Jul 20, 2026
Brevan Howard Capital Management LP History Added to 5,873 1,577 0.01% 0.01% 229 +1,983 50.98% Q2 2026 Aug 14, 2026
Accurate Wealth Management, LLC History Reduced 5,487 1,530 0.15% 0.18% 230 -1,373 -20.01% Q2 2026 Jul 14, 2026
STIFEL FINANCIAL CORP History Added to 5,530 1,485 0.0% 0.0% 231 +4,227 324.41% Q2 2026 Aug 12, 2026
Blueshift Asset Management, LLC History Reduced 5,396 1,448 0.34% 0.46% 232 -1,597 -22.84% Q2 2026 Aug 14, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Reduced 5,316 1,427 0.0% 0.01% 233 -3,069 -36.6% Q2 2026 Aug 14, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 5,307 1,425 0.02% 0.01% 234 -205 -3.72% Q2 2026 Jul 16, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 5,107 1,371 0.01% 0.01% 235 -220 -4.13% Q2 2026 Aug 11, 2026
CV Advisors LLC History New 5,100 1,369 0.25% — 236 +5,100 New Q2 2026 Jul 21, 2026
Swiss Life Asset Management Ltd History Added to 4,897 1,314 0.01% 0.0% 237 +247 5.31% Q2 2026 Jul 29, 2026
BROWN ADVISORY INC History Reduced 4,874 1,308 0.0% 0.0% 238 -358 -6.84% Q2 2026 Aug 14, 2026
&PARTNERS History Added to 4,801 1,289 0.01% 0.0% 239 +2,668 125.08% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History Reduced 4,542 1,219 0.0% 0.0% 240 -1,683 -27.04% Q2 2026 Aug 12, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 4,476 1,201 0.0% 0.01% 241 -23,178 -83.81% Q2 2026 Aug 14, 2026
Portfolio Design Labs, LLC History Reduced 4,423 1,187 0.19% 0.17% 242 -58 -1.29% Q2 2026 Aug 11, 2026
Holocene Advisors, LP History Reduced 4,357 1,169 0.0% 0.0% 243 -899 -17.1% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 4,333 1,163 0.0% 0.0% 244 -5 -0.12% Q2 2026 Aug 14, 2026
Daiwa Securities Group Inc. History Added to 4,284 1,150 0.0% 0.0% 245 +202 4.95% Q2 2026 Jul 31, 2026
Summit Trail Advisors, LLC History Added to 4,276 1,148 0.01% 0.01% 246 +1,080 33.79% Q2 2026 Aug 11, 2026
Arax Advisory Partners History Added to 4,242 1,139 0.01% 0.01% 247 +2,928 222.83% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History Added to 4,127 1,108 0.01% 0.01% 248 +371 9.88% Q2 2026 Jul 23, 2026
Tidal Investments LLC History Added to 4,091 1,098 0.0% 0.0% 249 +355 9.5% Q2 2026 Aug 13, 2026
Engineers Gate Manager LP History Reduced 4,052 1,088 0.01% 0.1% 250 -33,734 -89.28% Q2 2026 Aug 14, 2026
M&T BANK CORP History Added to 4,049 1,087 0.0% 0.0% 251 +17 0.42% Q2 2026 Aug 04, 2026
Ascent Group, LLC History Reduced 4,000 1,074 0.03% 0.03% 252 -43 -1.06% Q2 2026 Aug 03, 2026
Caitlin John, LLC History New 3,917 1,051 0.57% — 253 +3,917 New Q2 2026 Aug 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 3,907 1,049 0.01% 0.01% 254 0 0.0% Q2 2026 Aug 12, 2026
Nippon Life Global Investors Americas, Inc. History Added to 3,880 1,041 0.04% 0.03% 256 +540 16.17% Q2 2026 Aug 06, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 3,876 1,041 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 10, 2026
US Asset Management LLC History No change 3,787 1,016 0.77% 0.71% 257 0 0.0% Q2 2026 Aug 12, 2026
Equitable Holdings, Inc. History New 3,762 1,010 0.01% — 259 +3,762 New Q2 2026 Aug 17, 2026
Federation des caisses Desjardins du Quebec History Added to 3,763 1,010 0.0% 0.0% 258 +561 17.52% Q2 2026 Aug 13, 2026
Pacer Advisors, Inc. History Added to 3,715 998 0.0% 0.0% 260 +1,217 48.72% Q2 2026 Aug 13, 2026
INCEPTIONR LLC History Added to 3,645 978 0.24% 0.17% 261 +429 13.34% Q2 2026 Aug 10, 2026
MAYPORT, LLC History No change 3,626 973 0.15% 0.15% 262 0 0.0% Q2 2026 Aug 07, 2026
NewEdge Advisors, LLC History Reduced 3,621 972 0.0% 0.0% 263 -1,036 -22.25% Q2 2026 Aug 12, 2026
iSAM Funds (UK) Ltd History Reduced 3,600 966 0.68% 0.5% 264 -1,067 -22.86% Q2 2026 Aug 12, 2026
Frec Markets, Inc. History New 3,588 963 0.09% — 265 +3,588 New Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History Added to 3,535 949 0.0% 0.0% 266 +735 26.25% Q2 2026 Jul 17, 2026
Cambria Investment Management, L.P. History Added to 3,529 947 0.05% 0.04% 267 +297 9.19% Q2 2026 Aug 14, 2026
UniSuper Management Pty Ltd History Reduced 3,442 924 0.0% 0.01% 268 -4,140 -54.6% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History Reduced 3,415 917 0.0% 0.0% 269 -4,941 -59.13% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History Reduced 3,297 885 0.02% 0.02% 270 -34 -1.02% Q2 2026 Aug 13, 2026
TECTONIC ADVISORS LLC History Added to 3,271 878 0.04% 0.04% 271 +3 0.09% Q2 2026 Jul 15, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 3,262 875 0.02% 0.02% 272 -297 -8.35% Q2 2026 Aug 14, 2026
Impact Partnership Wealth, LLC History Added to 3,257 874 0.08% 0.07% 273 +737 29.25% Q2 2026 Jul 29, 2026
Savant Capital, LLC History Added to 3,231 868 0.0% 0.0% 274 +22 0.69% Q2 2026 Aug 10, 2026
STOREBRAND ASSET MANAGEMENT AS History Reduced 3,208 861 0.0% 0.0% 275 -1,827 -36.29% Q2 2026 Aug 12, 2026
NOMURA HOLDINGS INC History Added to 3,187 855 0.0% 0.0% 276 +1,876 143.1% Q2 2026 Aug 14, 2026
STONERIDGE INVESTMENT PARTNERS LLC History Reduced 3,004 839 0.55% 0.94% 277 -2,931 -49.39% Q2 2026 Aug 06, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 3,098 831 0.0% 0.0% 278 -53 -1.68% Q2 2026 Aug 13, 2026
Norinchukin Bank, The History Reduced 3,069 824 0.01% 0.01% 279 -1 -0.03% Q2 2026 Aug 14, 2026
Machina Capital S.A.S. History Reduced 3,064 822 0.13% 0.15% 280 -447 -12.73% Q2 2026 Aug 10, 2026
NorthRock Partners, LLC History No change 3,056 820 0.01% 0.01% 281 0 0.0% Q2 2026 Aug 11, 2026
Rockefeller Capital Management L.P. History Reduced 3,046 818 0.0% 0.0% 282 -4,306 -58.57% Q2 2026 Aug 13, 2026
NATIXIS History Reduced 3,010 808 0.0% 0.01% 283 -9,324 -75.6% Q2 2026 Aug 13, 2026
GLENMEDE TRUST CO NA History Reduced 2,963 795 0.0% 0.0% 284 -382 -11.42% Q2 2026 Aug 10, 2026
Crossmark Global Holdings, Inc. History Added to 2,913 782 0.01% 0.0% 285 +1,610 123.56% Q2 2026 Jul 16, 2026
Havemeyer Place LP History Reduced 2,883 774 0.08% 0.18% 286 -4,133 -58.91% Q2 2026 Aug 13, 2026
WBI INVESTMENTS, LLC History Reduced 2,880 773 0.19% 0.18% 287 -106 -3.55% Q2 2026 Aug 11, 2026
Maryland State Retirement & Pension System History Added to 2,867 769 0.01% 0.01% 288 +436 17.94% Q2 2026 Jul 30, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 2,838 762 0.0% 0.0% 289 +132 4.88% Q2 2026 Jul 30, 2026
GAMMA Investing LLC History Added to 2,764 742 0.03% 0.02% 290 +342 14.12% Q2 2026 Jul 07, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 2,753 739 0.02% 0.02% 291 -146 -5.04% Q2 2026 Jul 15, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 2,733 733 0.01% 0.0% 292 +1,674 158.07% Q2 2026 Aug 14, 2026
SYON CAPITAL LLC History Added to 2,724 731 0.03% 0.03% 293 +309 12.8% Q2 2026 Aug 14, 2026
COMMERCE BANK History Reduced 2,632 706 0.0% 0.0% 294 -129 -4.67% Q2 2026 Aug 12, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 2,605 699 0.03% 0.02% 295 +282 12.14% Q2 2026 Jul 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 2,563 688 0.0% 0.0% 296 +531 26.13% Q2 2026 Aug 12, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 2,529 679 0.09% 0.08% 297 0 0.0% Q2 2026 Aug 25, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 2,526 678 0.0% 0.0% 298 -70 -2.7% Q2 2026 Jul 23, 2026
AlphaCore Capital LLC History Added to 2,512 674 0.01% 0.01% 299 +682 37.27% Q2 2026 Aug 06, 2026
Louisiana State Employees Retirement System History Reduced 2,500 671 0.01% 0.01% 300 -100 -3.85% Q2 2026 Jul 21, 2026
Focus Partners Wealth History Reduced 2,487 667 0.0% 0.0% 301 -1,818 -42.23% Q2 2026 Aug 12, 2026
BESSEMER GROUP INC History Added to 2,461 661 0.0% 0.0% 302 +47 1.95% Q2 2026 Aug 12, 2026
MIZUHO SECURITIES USA LLC History No change 3,028 659 0.02% 0.02% 303 0 0.0% Q2 2026 Jul 24, 2026
MILLINGTON SECURITIES, LLC History No change 2,986 650 0.18% 0.18% 304 0 0.0% Q1 2026 Jul 15, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History Added to 2,411 647 0.02% 0.02% 305 +100 4.33% Q2 2026 Jul 29, 2026
Walleye Trading LLC History New 2,400 644 0.0% — 306 +2,400 New Q2 2026 Aug 03, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History New 2,389 641 0.01% — 307 +2,389 New Q2 2026 Jul 28, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 2,381 639 0.01% 0.01% 308 +166 7.49% Q2 2026 Aug 13, 2026
Employees Retirement System of Texas History No change 2,370 636 0.01% 0.0% 309 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Trust & Banking Corp History New 2,330 625 0.0% — 310 +2,330 New Q2 2026 Aug 06, 2026
BLAIR WILLIAM & CO/IL History Reduced 2,296 616 0.0% 0.0% 311 -54 -2.3% Q2 2026 Aug 11, 2026
DnB Asset Management AS History No change 2,270 609 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 11, 2026
ICON ADVISERS INC/CO History Reduced 2,242 602 0.11% 0.24% 313 -2,500 -52.72% Q2 2026 Aug 13, 2026
Valtrion Capital Management, LLC History Added to 2,237 600 0.45% 0.45% 315 +67 3.09% Q2 2026 Aug 14, 2026
KBC Group NV History No change 2,233 600 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 05, 2026
Bridgefront Capital, LLC History New 2,217 595 0.16% — 316 +2,217 New Q2 2026 Aug 14, 2026
MACQUARIE GROUP LTD History Added to 2,208 592 0.0% 0.0% 317 +554 33.49% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History Added to 2,199 590 0.01% 0.0% 318 +182 9.02% Q2 2026 Aug 06, 2026
Blackhawk Capital Partners, LLC History Reduced 2,186 587 0.19% 0.18% 319 -37 -1.66% Q2 2026 Jul 20, 2026
denkapparat Operations GmbH History No change 2,182 585 0.19% 0.2% 320 0 0.0% Q2 2026 Aug 06, 2026
GoalFusion Wealth Management, LLC History Reduced 2,174 583 0.24% 0.23% 321 -200 -8.42% Q2 2026 Jul 10, 2026
Aberdeen Group plc History Reduced 2,158 579 0.0% 0.0% 322 -453 -17.35% Q2 2026 Jul 31, 2026
Sound Capital Solutions LLC History New 2,130 571 0.13% — 325 +2,130 New Q2 2026 Aug 13, 2026
Lido Advisors, LLC History Reduced 2,128 571 0.0% 0.0% 323 -802 -27.37% Q2 2026 Aug 07, 2026
OPTIMIZE FINANCIAL INC. History Reduced 2,130 571 0.21% 0.23% 324 -7 -0.33% Q2 2026 Aug 27, 2026
Compound Planning, Inc. History Added to 2,114 567 0.01% 0.01% 326 +381 21.98% Q2 2026 Aug 04, 2026
US BANCORP \DE\ History Added to 2,082 559 0.0% 0.0% 327 +203 10.8% Q2 2026 Aug 12, 2026
CIBC WORLD MARKET INC. History Reduced 2,080 558 0.0% 0.0% 328 -28 -1.33% Q2 2026 Aug 13, 2026
Asset Management One Co., Ltd. History Added to 2,038 547 0.0% 0.0% 329 +196 10.64% Q2 2026 Jul 28, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 1,977 530 0.01% 0.01% 330 +7 0.36% Q2 2026 Aug 11, 2026
FOX RUN MANAGEMENT, L.L.C. History New 1,973 529 0.09% — 331 +1,973 New Q2 2026 Aug 04, 2026
MUFG Securities EMEA plc History Reduced 1,962 526 0.01% 0.01% 333 -91 -4.43% Q2 2026 Aug 12, 2026
Empirical Finance, LLC History Added to 1,960 526 0.02% 0.02% 332 +60 3.16% Q2 2026 Aug 14, 2026
Asset Management Group, Inc. History Reduced 1,947 522 0.08% 0.08% 334 -217 -10.03% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History Added to 1,946 522 0.0% 0.0% 335 +49 2.58% Q2 2026 Aug 13, 2026
iA Global Asset Management Inc. History Reduced 1,919 515 0.01% 0.01% 336 -445 -18.82% Q2 2026 Jul 29, 2026
BANK OF NOVA SCOTIA History Reduced 1,912 513 0.0% 0.0% 337 -1,466 -43.4% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History Added to 1,871 502 0.0% 0.0% 338 +309 19.78% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 1,855 498 0.0% 0.0% 339 -106 -5.41% Q2 2026 Aug 14, 2026
Nykredit A/S History New 1,790 480 0.0% — 340 +1,790 New Q2 2026 Sep 08, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 1,748 469 0.0% 0.0% 341 +280 19.07% Q2 2026 Jul 20, 2026
OPAL CAPITAL LLC History New 1,745 468 0.08% — 342 +1,745 New Q2 2026 Aug 05, 2026
Atria Investments, Inc History Added to 1,735 465 0.0% 0.0% 343 +759 77.77% Q2 2026 Jul 28, 2026
Wealthfront Advisers LLC History Added to 1,725 463 0.0% 0.0% 344 +311 21.99% Q2 2026 Aug 07, 2026
Jackson Creek Investment Advisors LLC History New 1,655 462 0.15% — 345 +1,655 New Q2 2026 Aug 10, 2026
Cornerstone Investment Partners, LLC History Added to 1,718 461 0.02% 0.02% 346 +1 0.06% Q2 2026 Aug 07, 2026
CWM, LLC History No change 2,100 457 0.0% 0.0% 347 0 0.0% Q1 2026 May 14, 2026
OneDigital Investment Advisors LLC History Added to 1,684 452 0.0% 0.0% 348 +54 3.31% Q2 2026 Aug 06, 2026
Gateway Wealth Partners, LLC History Added to 1,682 451 0.03% 0.01% 349 +528 45.75% Q2 2026 Aug 04, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 1,673 449 0.0% 0.0% 350 +83 5.22% Q2 2026 Jul 29, 2026
Ifrah Financial Services, Inc. History Reduced 1,632 438 0.11% 0.09% 351 -15 -0.91% Q2 2026 Jul 21, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 1,628 437 0.0% 0.0% 352 0 0.0% Q2 2026 Jul 22, 2026
KPP Advisory Services LLC History New 1,623 435 0.06% — 353 +1,623 New Q2 2026 Jul 24, 2026
COOKSON PEIRCE & CO INC History Added to 1,602 430 0.01% 0.01% 354 +73 4.77% Q2 2026 Jul 23, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 1,589 426 0.0% 0.01% 355 -14 -0.87% Q2 2026 Aug 12, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 1,581 424 0.01% 0.01% 356 +353 28.75% Q2 2026 Aug 04, 2026
FJ Capital Management LLC History New 1,576 423 0.05% — 357 +1,576 New Q2 2026 Aug 14, 2026
Blue Trust, Inc. History Added to 1,551 416 0.0% 0.0% 359 +194 14.3% Q2 2026 Jul 21, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 1,552 416 0.0% 0.0% 358 -27 -1.71% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 1,534 412 0.0% 0.0% 360 +185 13.71% Q2 2026 Jul 17, 2026
SouthState Bank Corp History Added to 1,524 409 0.02% 0.0% 361 +1,519 30380.0% Q2 2026 Aug 06, 2026
Meeder Advisory Services, Inc. History Reduced 1,495 401 0.01% 0.02% 362 -952 -38.9% Q2 2026 Aug 07, 2026
Sterling Capital Management LLC History Reduced 1,490 400 0.01% 0.01% 364 -184 -10.99% Q2 2026 Jul 28, 2026
MUFG SECURITIES AMERICAS INC. History Added to 1,492 400 0.02% 0.02% 363 +106 7.65% Q2 2026 Aug 14, 2026
North Dakota State Investment Board History Added to 1,484 398 0.02% 0.01% 365 +2 0.13% Q2 2026 Aug 04, 2026
Merit Financial Group, LLC History Added to 1,480 397 0.0% 0.0% 366 +90 6.47% Q2 2026 Jul 20, 2026
Northwest & Ethical Investments L.P. History Reduced 1,471 394 0.01% 0.02% 367 -2,429 -62.28% Q2 2026 Aug 13, 2026
Korea Investment CORP History No change 1,455 390 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 11, 2026
CI INVESTMENTS INC. History New 1,444 387 0.0% — 369 +1,444 New Q2 2026 Aug 13, 2026
Crestmont Private Wealth LLC History Added to 1,435 385 0.11% 0.09% 370 +72 5.28% Q2 2026 Aug 07, 2026
Diversify Advisory Services, LLC History New 1,387 384 0.01% — 371 +1,387 New Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 1,387 384 0.01% — 372 +1,387 New Q2 2026 Jul 29, 2026
Envestnet Portfolio Solutions, Inc. History Added to 1,417 380 0.0% 0.0% 373 +412 41.0% Q2 2026 Sep 23, 2026
Vident Advisory, LLC History Reduced 1,414 379 0.0% 0.0% 374 -72 -4.85% Q2 2026 Aug 12, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 1,355 375 0.01% 0.01% 375 0 0.0% Q2 2026 Jul 23, 2026
OpenArc Corporate Advisory, LLC History New 1,390 373 0.0% — 376 +1,390 New Q2 2026 Aug 05, 2026
HB Wealth Management, LLC History Added to 1,381 370 0.0% 0.0% 377 +80 6.15% Q2 2026 Jul 29, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 1,352 363 0.01% 0.01% 378 0 0.0% Q2 2026 Aug 13, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 1,350 363 0.02% 0.02% 379 0 0.0% Q2 2026 Aug 04, 2026
Heritage Wealth Advisors History New 1,348 361 0.01% — 380 +1,348 New Q2 2026 Aug 14, 2026
V-Square Quantitative Management LLC History No change 1,286 345 0.03% 0.03% 381 0 0.0% Q2 2026 Jul 27, 2026
Johnson Financial Group, LLC History New 1,267 340 0.02% — 382 +1,267 New Q2 2026 Aug 06, 2026
COMPASS FINANCIAL MANAGEMENT LLC History New 1,208 339 0.04% — 383 +1,208 New Q2 2026 Aug 12, 2026
Fieldview Capital Management, LLC History Reduced 1,257 337 0.1% 0.12% 384 -589 -31.91% Q2 2026 Aug 14, 2026
EVOLVE PRIVATE WEALTH, LLC History New 1,242 333 0.02% — 385 +1,242 New Q2 2026 Aug 12, 2026
Sciencast Management LP History New 1,227 329 0.07% — 386 +1,227 New Q2 2026 Jul 28, 2026
McElhenny Sheffield Capital Management, LLC History Reduced 1,223 328 0.08% 0.08% 387 -219 -15.19% Q2 2026 Jul 22, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 1,215 326 0.01% 0.01% 388 -5 -0.41% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History Reduced 1,205 323 0.01% 0.01% 389 -213 -15.02% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History Added to 1,193 320 0.01% 0.01% 390 +36 3.11% Q2 2026 Aug 11, 2026
CreativeOne Wealth, LLC History Added to 1,186 318 0.01% 0.0% 391 +254 27.25% Q2 2026 Aug 13, 2026
Ramirez Asset Management, Inc. History No change 1,180 316 0.03% 0.03% 392 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 1,166 313 0.0% 0.0% 393 -69 -5.59% Q2 2026 Jul 27, 2026
Claro Advisors Inc. History Added to 1,150 308 0.03% 0.03% 394 +32 2.86% Q2 2026 Jul 30, 2026
Global Retirement Partners, LLC History New 1,135 304 0.0% — 395 +1,135 New Q2 2026 Aug 06, 2026
Calamos Wealth Management LLC History Added to 1,121 301 0.01% 0.01% 396 +47 4.38% Q2 2026 Jul 31, 2026
CATALYST FINANCIAL PARTNERS LLC History Reduced 1,124 301 0.03% 0.03% 397 -2 -0.18% Q2 2026 Jul 29, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 1,113 298 0.0% 0.0% 398 -424 -27.59% Q2 2026 Aug 12, 2026
SC&H Financial Advisors, Inc. History No change 1,110 298 0.04% 0.04% 399 0 0.0% Q2 2026 Aug 04, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 1,103 296 0.0% 0.0% 400 -100 -8.31% Q2 2026 Aug 11, 2026
FIRST FINANCIAL BANKSHARES INC History Reduced 1,095 294 0.01% 0.01% 401 -96 -8.06% Q2 2026 Aug 11, 2026
Crestwood Advisors Group, LLC History New 1,094 293 0.0% — 402 +1,094 New Q2 2026 Aug 03, 2026
LRI Investments, LLC History Added to 1,085 291 0.02% 0.02% 403 +5 0.46% Q2 2026 Jul 14, 2026
Apollon Wealth Management, LLC History New 1,064 285 0.0% — 405 +1,064 New Q2 2026 Jul 22, 2026
Brooklyn Investment Group History No change 1,310 285 0.01% 0.01% 404 0 0.0% Q1 2026 Apr 29, 2026
Chicago Partners Investment Group LLC History Added to 1,040 284 0.01% 0.0% 406 +96 10.17% Q2 2026 Jul 29, 2026
44 WEALTH MANAGEMENT LLC History New 1,051 282 0.09% — 408 +1,051 New Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History Reduced 1,051 282 0.0% 0.01% 407 -12 -1.13% Q2 2026 Jul 21, 2026
Cresset Asset Management, LLC History Reduced 1,047 281 0.0% 0.0% 409 -19 -1.78% Q2 2026 Aug 14, 2026
CX Institutional History Added to 1,025 275 0.01% 0.01% 410 +17 1.69% Q2 2026 Jul 01, 2026
Maridea Wealth Management LLC History New 1,022 274 0.03% — 411 +1,022 New Q2 2026 Aug 06, 2026
Kestra Investment Management, LLC History New 1,019 273 0.01% — 412 +1,019 New Q2 2026 Aug 05, 2026
RiverFront Investment Group, LLC History New 1,010 271 0.0% — 414 +1,010 New Q2 2026 Jul 29, 2026
SageView Advisory Group, LLC History Reduced 1,011 271 0.01% 0.01% 413 -40 -3.81% Q2 2026 Aug 10, 2026
Moran Wealth Management, LLC History New 1,007 270 0.01% — 415 +1,007 New Q2 2026 Aug 05, 2026
DAVENPORT & Co LLC History New 1,004 269 0.0% — 417 +1,004 New Q2 2026 Jul 13, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Reduced 1,004 269 0.07% 0.1% 416 -755 -42.92% Q2 2026 Aug 14, 2026
WBH ADVISORY INC History No change 1,000 268 0.02% 0.02% 418 0 0.0% Q2 2026 Aug 05, 2026
Tower Research Capital LLC (TRC) History Reduced 990 265 0.01% 0.01% 419 -338 -25.45% Q2 2026 Aug 11, 2026
World Investment Advisors History New 1,118 262 0.0% — 421 +1,118 New Q2 2026 Aug 13, 2026
Innova Wealth Partners History Added to 978 262 0.11% 0.1% 420 +38 4.04% Q2 2026 Jul 15, 2026
Wedmont Private Capital History New 928 258 0.01% — 422 +928 New Q2 2026 Jul 13, 2026
CERTUITY, LLC History Added to 953 255 0.01% 0.01% 423 +73 8.3% Q2 2026 Jul 28, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 936 251 0.0% — 425 +936 New Q2 2026 Jul 23, 2026
SAX WEALTH ADVISORS, LLC History No change 1,155 251 0.01% 0.01% 424 0 0.0% Q2 2026 Jul 09, 2026
OLD NATIONAL BANCORP /IN/ History New 931 250 0.0% — 427 +931 New Q2 2026 Jul 15, 2026
Metis Global Partners, LLC History Reduced 934 250 0.01% 0.01% 426 -14 -1.48% Q2 2026 Aug 10, 2026
Csenge Advisory Group History New 928 249 0.01% — 428 +928 New Q2 2026 Aug 10, 2026
INSIGNEO ADVISORY SERVICES, LLC History New 926 248 0.01% — 429 +926 New Q2 2026 Aug 14, 2026
Paragon Capital Management Ltd History New 916 245 0.05% — 430 +916 New Q2 2026 Jul 29, 2026
BURNEY CO/ History New 905 243 0.01% — 431 +905 New Q2 2026 Jul 14, 2026
Concurrent Investment Advisors, LLC History New 895 240 0.0% — 433 +895 New Q2 2026 Jul 27, 2026
MQS Management LLC History Reduced 897 240 0.29% 0.2% 432 -475 -34.62% Q2 2026 Aug 07, 2026
Astoria Portfolio Advisors LLC. History New 893 239 0.04% — 434 +893 New Q2 2026 Jul 28, 2026
EWA, LLC History New 884 237 0.04% — 435 +884 New Q2 2026 Jul 14, 2026
HM PAYSON & CO History No change 881 236 0.0% 0.0% 436 0 0.0% Q2 2026 Jul 17, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Reduced 857 230 0.01% 0.02% 437 -393 -31.44% Q2 2026 Jul 24, 2026
Hilltop National Bank History Reduced 858 230 0.05% 0.05% 438 -129 -13.07% Q2 2026 Jul 01, 2026
Kestra Advisory Services, LLC History New 852 228 0.0% — 440 +852 New Q2 2026 Jul 28, 2026
Horizon Investments, LLC History Added to 850 228 0.0% 0.0% 439 +4 0.47% Q2 2026 Aug 13, 2026
Empowered Funds, LLC History New 845 226 0.0% — 441 +845 New Q2 2026 Aug 14, 2026
Entropy Technologies, LP History New 833 223 0.01% — 442 +833 New Q2 2026 Aug 13, 2026
Fifth Third Wealth Advisors LLC History Reduced 823 221 0.01% 0.01% 443 -632 -43.44% Q2 2026 Jul 17, 2026
ATLANTIC FAMILY WEALTH, LLC History New 815 218 0.14% — 445 +815 New Q2 2026 Aug 04, 2026
ASSETMARK, INC History Added to 813 218 0.0% 0.0% 444 +378 86.9% Q2 2026 Jul 30, 2026
WESPAC Advisors, LLC History New 806 216 0.11% — 446 +806 New Q2 2026 Aug 10, 2026
Ballentine Partners, LLC History New 800 214 0.0% — 448 +800 New Q2 2026 Jul 17, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 797 214 0.0% 0.0% 447 +300 60.36% Q2 2026 Aug 12, 2026
Summit Financial, LLC History New 794 213 0.0% — 449 +794 New Q2 2026 Aug 12, 2026
AE Wealth Management LLC History Reduced 792 212 0.0% 0.0% 450 -1,451 -64.69% Q2 2026 Aug 03, 2026
BALLAST ADVISORS LLC History No change 788 211 0.05% 0.05% 451 0 0.0% Q2 2026 Aug 12, 2026
Canada Post Corp Registered Pension Plan History No change 786 211 0.01% 0.01% 452 0 0.0% Q2 2026 Jul 15, 2026
Bayforest Capital Ltd History New 774 207 0.19% — 453 +774 New Q2 2026 Aug 05, 2026
Resona Asset Management Co.,Ltd. History Added to 762 204 0.0% 0.0% 454 +101 15.28% Q2 2026 Jul 29, 2026
Blackstone Inc. History New 751 201 0.0% — 456 +751 New Q2 2026 Aug 14, 2026
REGIONS FINANCIAL CORP History Reduced 750 201 0.0% 0.0% 455 -459 -37.97% Q2 2026 Aug 10, 2026
Eurizon Capital SGR S.p.A. History Reduced 731 196 0.0% 0.0% 457 -305 -29.44% Q2 2026 Jul 29, 2026
Bullock Wealth Management Group History No change 661 181 0.08% 0.07% 458 0 0.0% Q2 2026 Aug 19, 2026
Vestcor Inc History Reduced 662 178 0.0% 0.01% 459 -1,567 -70.3% Q2 2026 Aug 11, 2026
Strive Financial Group ,LLC History Added to 654 175 0.08% 0.01% 460 +538 463.79% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History Added to 621 166 0.01% 0.0% 461 +21 3.5% Q2 2026 Jul 24, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 600 161 0.01% 0.01% 462 0 0.0% Q2 2026 Jul 07, 2026
Quent Capital, LLC History Added to 526 141 0.01% 0.01% 463 +8 1.54% Q2 2026 Aug 07, 2026
MATHER GROUP, LLC. History Added to 511 137 0.0% 0.0% 464 +100 24.33% Q2 2026 Jul 27, 2026
MEEDER ASSET MANAGEMENT INC History New 510 136 0.01% — 465 +510 New Q2 2026 Aug 07, 2026
Covestor Ltd History Added to 475 128 0.07% 0.05% 467 +143 43.07% Q2 2026 Aug 07, 2026
ATLAS CAPITAL ADVISORS INC. History Added to 478 128 0.01% 0.01% 466 +17 3.69% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History Added to 449 120 0.01% 0.0% 468 +150 50.17% Q2 2026 Sep 04, 2026
EFG International AG History Added to 442 118 0.0% 0.0% 469 +355 408.05% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History Added to 387 104 0.0% 0.0% 470 +83 27.3% Q2 2026 Aug 12, 2026
USA FINANCIAL FORMULAS History New 362 97 0.02% — 471 +362 New Q2 2026 Aug 04, 2026
USA FINANCIAL FORMULAS History No change 426 92 0.02% 0.02% 472 0 0.0% Q1 2026 Apr 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 337 90 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 13, 2026
CULLEN/FROST BANKERS, INC. History Added to 306 82 0.0% 0.0% 474 +32 11.68% Q2 2026 Jul 27, 2026
Institute for Wealth Management, LLC. History New 300 80 0.01% — 475 +300 New Q2 2026 Jul 28, 2026
Parallel Advisors, LLC History Reduced 267 71 0.0% 0.0% 476 -119 -30.83% Q2 2026 Aug 05, 2026
Allworth Financial LP History Added to 258 69 0.0% 0.0% 477 +20 8.4% Q2 2026 Aug 11, 2026
Quarry LP History Added to 251 67 0.01% 0.01% 478 +35 16.2% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Reduced 243 65 0.01% 0.01% 479 -3 -1.22% Q2 2026 Jul 02, 2026
TEMA ETFS LLC History No change 227 60 0.0% 0.0% 480 0 0.0% Q2 2026 Jul 10, 2026
Wilmington Savings Fund Society, FSB History Added to 204 54 0.0% 0.0% 481 +4 2.0% Q2 2026 Jul 28, 2026
OSSIAM History New 200 53 0.0% — 482 +200 New Q2 2026 Aug 13, 2026
REAP Financial Group, LLC History Added to 196 52 0.01% 0.01% 483 +1 0.51% Q2 2026 Aug 04, 2026
Cromwell Holdings LLC History Added to 171 45 0.02% 0.02% 484 +5 3.01% Q2 2026 Jul 13, 2026
Smartleaf Asset Management LLC History No change 159 42 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 12, 2026
Transamerica Financial Advisors, LLC History Added to 147 39 0.0% 0.0% 486 +39 36.11% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History Added to 139 37 0.0% 0.0% 487 +22 18.8% Q2 2026 Aug 13, 2026
CYBER HORNET ETFs LLC History Reduced 133 35 0.02% 0.02% 489 -4 -2.92% Q2 2026 Aug 24, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 131 35 0.0% 0.0% 488 -3 -2.24% Q2 2026 Jul 31, 2026
MCDONALD PARTNERS LLC History New 130 34 0.01% — 493 +130 New Q2 2026 Jul 28, 2026
Larson Financial Group LLC History Added to 127 34 0.0% 0.0% 490 +93 273.53% Q2 2026 Aug 14, 2026
Arlington Trust Co LLC History Added to 127 34 0.0% 0.0% 492 +57 81.43% Q2 2026 Jul 07, 2026
WELLINGTON-ALTUS USA INC. History No change 158 34 0.02% 0.02% 491 0 0.0% Q2 2026 Sep 17, 2026
Concord Wealth Partners History New 125 33 0.0% — 496 +125 New Q2 2026 Jul 27, 2026
Kemnay Advisory Services Inc. History New 124 33 0.0% — 495 +124 New Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History Added to 123 33 0.0% 0.0% 494 +64 108.47% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History New 115 30 0.0% — 499 +115 New Q2 2026 Aug 12, 2026
First Bancorp, Inc /ME/ History New 114 30 0.01% — 498 +114 New Q2 2026 Aug 11, 2026
Raleigh Capital Management Inc. History No change 113 30 0.01% 0.01% 497 0 0.0% Q2 2026 Jul 21, 2026
AMERIFLEX GROUP, INC. History Reduced 110 29 0.01% 0.03% 500 -125 -53.19% Q2 2026 Aug 13, 2026
JPL Wealth Management, LLC History No change 102 27 0.01% 0.01% 501 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History No change 99 26 0.0% 0.0% 502 0 0.0% Q2 2026 Jul 02, 2026
Pinnacle Wealth Planning Services, Inc. History No change 97 26 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 07, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 94 25 0.0% 0.0% 505 +12 14.63% Q2 2026 Aug 13, 2026
Smithfield Trust Co History No change 95 25 0.0% 0.0% 504 0 0.0% Q2 2026 Aug 05, 2026
CVA Family Office, LLC History Added to 90 24 0.0% 0.0% 506 +7 8.43% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History New 86 23 0.0% — 507 +86 New Q2 2026 Aug 06, 2026
IFP Advisors, Inc History No change 75 20 0.0% 0.0% 508 0 0.0% Q2 2026 Jul 20, 2026
Grove Bank & Trust History No change 75 20 0.0% 0.0% 509 0 0.0% Q2 2026 Jul 07, 2026
Center for Financial Planning, Inc. History No change 75 20 0.0% 0.0% 510 0 0.0% Q2 2026 Jul 21, 2026
JFS WEALTH ADVISORS, LLC History Added to 68 18 0.0% 0.0% 511 +2 3.03% Q2 2026 Jul 10, 2026
Pinnacle Bancorp, Inc. History New 65 17 0.0% — 514 +65 New Q2 2026 Jul 28, 2026
Fortitude Family Office, LLC History Added to 67 17 0.0% 0.0% 513 +6 9.84% Q2 2026 Jul 20, 2026
CoreCap Advisors, LLC History Added to 67 17 0.0% 0.0% 512 +2 3.08% Q2 2026 Jul 06, 2026
Cetera Trust Company, N.A History No change 60 16 0.01% 0.01% 515 0 0.0% Q2 2026 Aug 13, 2026
Copia Wealth Management History No change 62 16 0.01% 0.01% 516 0 0.0% Q2 2026 Aug 17, 2026
Aventura Private Wealth, LLC History No change 60 16 0.0% 0.0% 517 0 0.0% Q2 2026 Jul 15, 2026
Manchester Capital Management LLC History No change 58 15 0.0% 0.0% 518 0 0.0% Q2 2026 Aug 13, 2026
Accordant Advisory Group Inc History No change 56 15 0.01% 0.01% 519 0 0.0% Q2 2026 Jul 27, 2026
FIDUCIARY FINANCIAL ADVISORS History New 54 13 0.0% — 525 +54 New Q2 2026 Aug 13, 2026
Dogwood Wealth Management LLC History Added to 50 13 0.01% 0.0% 521 +36 257.14% Q2 2026 Jul 06, 2026
PRIVATE TRUST CO NA History Added to 52 13 0.0% 0.0% 520 +9 20.93% Q2 2026 Jul 28, 2026
Keating Financial Advisory Services, Inc. History Added to 50 13 0.0% 0.0% 522 +3 6.38% Q2 2026 Aug 11, 2026
Sunrise Financial Services, LLC History No change 50 13 0.01% 0.01% 523 0 0.0% Q2 2026 Aug 12, 2026
Owl Creek Wealth Partners LLC History No change 50 13 0.0% 0.0% 524 0 0.0% Q2 2026 Jul 20, 2026
WEST PACES ADVISORS INC. History New 48 12 0.0% — 527 +48 New Q2 2026 Jul 17, 2026
Capital Advisors, Ltd. LLC History No change 45 12 0.0% 0.0% 526 0 0.0% Q2 2026 Jul 16, 2026
BOKF, NA History New 44 11 0.0% — 530 +44 New Q2 2026 Aug 10, 2026
Basepoint Wealth LLC History Added to 42 11 0.01% 0.0% 529 +13 44.83% Q2 2026 Aug 10, 2026
Lodestone Wealth Management LLC History Reduced 42 11 0.0% 0.0% 528 -6 -12.5% Q2 2026 Jul 23, 2026
Fourth Dimension Wealth, LLC History New 38 10 0.0% — 534 +38 New Q2 2026 Jul 31, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 38 10 0.01% 0.0% 532 +11 40.74% Q2 2026 Aug 10, 2026
Signature Equity Partners, LLC History Added to 39 10 0.0% 0.0% 533 +2 5.41% Q2 2026 Jul 30, 2026
Strengthening Families & Communities, LLC History No change 38 10 0.0% 0.0% 531 0 0.0% Q2 2026 Aug 11, 2026
TRUST CO OF VERMONT History New 34 9 0.0% — 538 +34 New Q2 2026 Aug 07, 2026
Addison Advisors LLC History Added to 36 9 0.0% 0.0% 537 +13 56.52% Q2 2026 Aug 10, 2026
ALERUS FINANCIAL NA History No change 35 9 0.0% 0.0% 535 0 0.0% Q2 2026 Aug 13, 2026
Strategic Wealth Partners, Ltd. History No change 36 9 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 12, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 32 8 0.0% 0.0% 541 +21 190.91% Q2 2026 Jul 07, 2026
Cornerstone Planning Group LLC History Reduced 32 8 0.0% 0.0% 540 -9 -21.95% Q2 2026 Jul 29, 2026
Cedar Mountain Advisors, LLC History No change 30 8 0.0% 0.0% 539 0 0.0% Q2 2026 Jul 02, 2026
True Wealth Design, LLC History Added to 29 7 0.0% 0.0% 545 +4 16.0% Q2 2026 Jul 16, 2026
ROTHSCHILD INVESTMENT LLC History Added to 29 7 0.0% 0.0% 542 +2 7.41% Q2 2026 Aug 06, 2026
VALLEY NATIONAL ADVISERS INC History Added to 29 7 0.0% 0.0% 543 +1 3.57% Q2 2026 Jul 29, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 27 7 0.0% 0.0% 546 +1 3.85% Q2 2026 Jul 15, 2026
Prestige Wealth Management Group LLC History No change 27 7 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 14, 2026
VAQUERO PRIVATE WEALTH, LTD History New 25 6 0.0% — 554 +25 New Q2 2026 Jul 17, 2026
Silver Grove Financial Group, Inc. History New 24 6 0.0% — 555 +24 New Q2 2026 Aug 13, 2026
Bell Investment Advisors, Inc History Added to 23 6 0.0% 0.0% 550 +6 35.29% Q2 2026 Aug 06, 2026
Marquette Asset Management, LLC History No change 25 6 0.0% 0.0% 547 0 0.0% Q2 2026 Jul 09, 2026
Westside Investment Management, Inc. History No change 25 6 0.0% 0.0% 548 0 0.0% Q2 2026 Jul 27, 2026
MV CAPITAL MANAGEMENT, INC. History No change 24 6 0.0% 0.0% 549 0 0.0% Q2 2026 Jul 30, 2026
Signature Resources Capital Management, LLC History No change 26 6 0.0% 0.0% 551 0 0.0% Q2 2026 Jul 13, 2026
Bruce G. Allen Investments, LLC History No change 24 6 0.0% 0.0% 552 0 0.0% Q2 2026 Jul 31, 2026
United Financial Planning Group LLC History No change 25 6 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 06, 2026
Allied Private Wealth LLC History New 21 5 0.0% — 557 +21 New Q2 2026 Jul 09, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 19 5 0.0% 0.0% 556 -5 -20.83% Q2 2026 Sep 02, 2026
Creative Capital Management Investments LLC History New 17 4 0.0% — 566 +17 New Q2 2026 Jul 24, 2026
Ankerstar Wealth, LLC History New 15 4 0.0% — 567 +15 New Q2 2026 Aug 13, 2026
Clearstead Trust, LLC History Added to 15 4 0.0% — 560 +14 1400.0% Q2 2026 Aug 06, 2026
Physician Wealth Advisors, Inc. History Added to 18 4 0.0% 0.0% 562 +9 100.0% Q2 2026 Jul 20, 2026
IMA Advisory Services, Inc. History Added to 18 4 0.0% 0.0% 559 +6 50.0% Q2 2026 Aug 10, 2026
Bay Harbor Wealth Management, LLC History Added to 16 4 0.0% 0.0% 561 +5 45.45% Q2 2026 Jul 28, 2026
SJS Investment Consulting Inc. History Added to 15 4 0.0% 0.0% 563 +5 50.0% Q2 2026 Jul 22, 2026
Rialto Wealth Management, LLC History Added to 17 4 0.0% 0.0% 565 +5 41.67% Q2 2026 Aug 11, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 15 4 0.0% 0.0% 558 0 0.0% Q2 2026 Jul 27, 2026
Acumen Wealth Advisors, LLC History No change 17 4 0.0% 0.0% 564 0 0.0% Q2 2026 Aug 03, 2026
MANNING & NAPIER ADVISORS LLC History New 12 3 0.0% — 576 +12 New Q2 2026 Aug 13, 2026
KELLEHER FINANCIAL ADVISORS History New 12 3 0.0% — 577 +12 New Q2 2026 Aug 06, 2026
Hughes Financial Services, LLC History Added to 14 3 0.0% 0.0% 572 +8 133.33% Q2 2026 Jul 20, 2026
SUMMIT SECURITIES GROUP LLC History Added to 12 3 0.0% 0.0% 568 +4 50.0% Q2 2026 Aug 03, 2026
Valued Wealth Advisors LLC History Added to 12 3 0.0% 0.0% 571 +2 20.0% Q2 2026 Jul 20, 2026
Spire Wealth Management History Added to 13 3 0.0% 0.0% 569 +1 8.33% Q2 2026 Jul 15, 2026
Kilter Group LLC History Added to 14 3 0.0% 0.0% 573 +1 7.69% Q2 2026 Aug 11, 2026
DiNuzzo Private Wealth, Inc. History No change 13 3 0.0% 0.0% 570 0 0.0% Q2 2026 Jul 10, 2026
Burk Holdings LLC History No change 14 3 0.0% 0.0% 574 0 0.0% Q2 2026 Aug 12, 2026
Hilton Head Capital Partners, LLC History No change 12 3 0.0% 0.0% 575 0 0.0% Q2 2026 Jul 27, 2026
Cape Investment Advisory, Inc. History New 11 2 0.0% — 587 +11 New Q2 2026 Jul 23, 2026
Alpine Bank Wealth Management History New 11 2 0.0% — 588 +11 New Q2 2026 Aug 07, 2026
LANARK FINANCIAL, INC. History New 9 2 0.0% — 585 +9 New Q2 2026 Jul 21, 2026
FWL INVESTMENT MANAGEMENT, LLC History New 9 2 0.0% — 586 +9 New Q2 2026 Aug 14, 2026
Cornerstone Financial Management LLC History Added to 9 2 0.0% — 584 +6 200.0% Q2 2026 Aug 28, 2026
HFM Investment Advisors, LLC History Added to 10 2 0.0% 0.0% 583 +5 100.0% Q2 2026 Aug 04, 2026
Colonial Trust Co / SC History Reduced 11 2 0.0% 0.0% 578 -4 -26.67% Q2 2026 Aug 11, 2026
Retirement Wealth Solutions LLC History Added to 10 2 0.0% 0.0% 582 +2 25.0% Q2 2026 Jul 07, 2026
Sachetta, LLC History Added to 11 2 0.0% 0.0% 579 +1 10.0% Q2 2026 Jul 15, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 10 2 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 05, 2026
Glen Eagle Advisors, LLC History No change 8 2 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History Added to 7 1 0.0% — 590 +6 600.0% Q2 2026 Jul 24, 2026
Golden State Wealth Management, LLC History New 6 1 0.0% — 603 +6 New Q2 2026 Jul 22, 2026
Geneos Wealth Management Inc. History New 5 1 0.0% — 602 +5 New Q2 2026 Aug 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 5 1 0.0% — 595 +4 400.0% Q2 2026 Jul 24, 2026
Avion Wealth History New 4 1 0.0% — 604 +4 New Q2 2026 Jul 31, 2026
Navigoe, LLC History New 4 1 0.0% — 605 +4 New Q2 2026 Jul 31, 2026
SHP Wealth Management History Reduced 5 1 0.0% 0.0% 591 -3 -37.5% Q2 2026 Aug 11, 2026
Park Square Financial Group, LLC History Reduced 7 1 0.01% 0.02% 599 -3 -30.0% Q2 2026 Jul 31, 2026
Dunhill Financial, LLC History Added to 7 1 0.0% 0.0% 594 +1 16.67% Q2 2026 Aug 07, 2026
Rossby Financial, LCC History Added to 5 1 0.0% — 598 +1 25.0% Q2 2026 Aug 04, 2026
CENTRAL TRUST Co History No change 4 1 0.0% — 589 0 0.0% Q2 2026 Jul 31, 2026
SOA Wealth Advisors, LLC. History No change 7 1 0.0% 0.0% 592 0 0.0% Q2 2026 Jul 21, 2026
SBI Securities Co., Ltd. History No change 5 1 0.0% 0.0% 593 0 0.0% Q2 2026 Jul 22, 2026
Private Wealth Management Group, LLC History No change 6 1 0.0% 0.0% 596 0 0.0% Q2 2026 Jul 27, 2026
Principia Wealth Advisory, LLC History No change 4 1 0.0% — 597 0 0.0% Q2 2026 Aug 26, 2026
Ares Financial Consulting, LLC History No change 4 1 0.0% — 600 0 0.0% Q2 2026 Jul 09, 2026
Essential Partners LLC History No change 4 1 0.0% — 601 0 0.0% Q2 2026 Aug 10, 2026
PFA Pension, Forsikringsaktieselskab History Closed out 0 0 — 0.1% — -149,485 -100.0% Q2 2026 Aug 12, 2026
Prana Capital Management, LP History Closed out 0 0 — 0.78% — -117,528 -100.0% Q2 2026 Aug 14, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Closed out 0 0 — 0.1% — -44,316 -100.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.07% — -16,227 -100.0% Q2 2026 Jul 13, 2026
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 — 0.01% — -14,698 -100.0% Q2 2026 Aug 13, 2026
New Age Alpha Advisors, LLC History Closed out 0 0 — 0.09% — -9,169 -100.0% Q2 2026 Aug 13, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Closed out 0 0 — 0.01% — -8,532 -100.0% Q2 2026 Aug 14, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 — 0.1% — -7,188 -100.0% Q2 2026 Aug 11, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 — 0.01% — -6,593 -100.0% Q2 2026 Aug 14, 2026
Kentucky Retirement Systems History Closed out 0 0 — 0.03% — -6,004 -100.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History Closed out 0 0 — 0.04% — -3,058 -100.0% Q2 2026 Aug 03, 2026
Graham Capital Management, L.P. History Closed out 0 0 — 0.01% — -2,622 -100.0% Q2 2026 Aug 14, 2026
Alvarez & Marsal Private Wealth Partners, LLC History Closed out 0 0 — 0.07% — -2,366 -100.0% Q2 2026 Aug 14, 2026
ING GROEP NV History Closed out 0 0 — 0.0% — -2,275 -100.0% Q2 2026 Aug 13, 2026
MIRABELLA FINANCIAL SERVICES LLP History Closed out 0 0 — 0.05% — -2,205 -100.0% Q2 2026 Jul 31, 2026
Empower Advisory Group, LLC History Closed out 0 0 — 0.0% — -2,083 -100.0% Q2 2026 Aug 12, 2026
LECAP ASSET MANAGEMENT LTD History Closed out 0 0 — 0.17% — -2,041 -100.0% Q2 2026 Jul 30, 2026
OMERS ADMINISTRATION Corp History Closed out 0 0 — 0.0% — -1,925 -100.0% Q2 2026 Aug 13, 2026
AlphaGrep UK Ltd History Closed out 0 0 — 0.12% — -1,894 -100.0% Q2 2026 Aug 14, 2026
Qsemble Capital Management, LP History Closed out 0 0 — 0.03% — -1,772 -100.0% Q2 2026 Aug 03, 2026
BCS Private Wealth Management, Inc. History Closed out 0 0 — 0.11% — -1,602 -100.0% Q2 2026 Jul 31, 2026
R Squared Ltd History Closed out 0 0 — 0.19% — -1,589 -100.0% Q2 2026 Aug 05, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Closed out 0 0 — 0.01% — -1,521 -100.0% Q2 2026 Jul 10, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.02% — -1,376 -100.0% Q2 2026 Aug 14, 2026
Polymer Capital Management (US) LLC History Closed out 0 0 — 0.03% — -1,355 -100.0% Q2 2026 Aug 14, 2026
C M BIDWELL & ASSOCIATES LTD History Closed out 0 0 — 0.13% — -1,289 -100.0% Q2 2026 Aug 11, 2026
Vontobel Holding Ltd. History Closed out 0 0 — 0.0% — -1,176 -100.0% Q2 2026 Aug 03, 2026
Abacus Wealth Partners, LLC History Closed out 0 0 — 0.02% — -1,153 -100.0% Q2 2026 Jul 22, 2026
WCM INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -1,142 -100.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History Closed out 0 0 — 0.0% — -1,126 -100.0% Q2 2026 Aug 18, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.0% — -1,103 -100.0% Q2 2026 Aug 17, 2026
Scientech Research LLC History Closed out 0 0 — 0.2% — -1,078 -100.0% Q2 2026 Aug 14, 2026
PATTON FUND MANAGEMENT, INC. History Closed out 0 0 — 0.04% — -1,045 -100.0% Q2 2026 Jul 13, 2026
CenterBook Partners LP History Closed out 0 0 — 0.01% — -991 -100.0% Q2 2026 Aug 11, 2026
111 Capital History Closed out 0 0 — 0.05% — -946 -100.0% Q2 2026 Aug 04, 2026
Aaron Wealth Advisors LLC History Closed out 0 0 — 0.01% — -933 -100.0% Q2 2026 Jul 16, 2026
Advisory Services Network, LLC History Closed out 0 0 — 0.0% — -660 -100.0% Q2 2026 Aug 12, 2026
TopTier Wealth Management, LLC History Closed out 0 0 — 0.08% — -569 -100.0% Q2 2026 Jul 14, 2026
Central Pacific Bank - Trust Division History Closed out 0 0 — 0.01% — -510 -100.0% Q2 2026 Jul 07, 2026
Ancora Advisors LLC History Closed out 0 0 — 0.0% — -395 -100.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History Closed out 0 0 — 0.0% — -340 -100.0% Q2 2026 Aug 13, 2026
MAI Capital Management History Closed out 0 0 — 0.0% — -334 -100.0% Q2 2026 Aug 14, 2026
State of Wyoming History Closed out 0 0 — 0.01% — -284 -100.0% Q2 2026 Aug 06, 2026
Root Financial Partners, LLC History Closed out 0 0 — 0.0% — -246 -100.0% Q2 2026 Jul 29, 2026
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 — 0.0% — -133 -100.0% Q2 2026 Aug 10, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Closed out 0 0 — 0.0% — -79 -100.0% Q2 2026 Aug 13, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 — 0.0% — -46 -100.0% Q2 2026 Aug 13, 2026
Eldridge Investment Advisors, Inc. History Closed out 0 0 — 0.0% — -32 -100.0% Q2 2026 Aug 10, 2026
POM Investment Strategies, LLC History Closed out 0 0 — 0.01% — -26 -100.0% Q2 2026 Jul 30, 2026
Lloyd Advisory Services, LLC. History Closed out 0 0 — 0.0% — -22 -100.0% Q2 2026 Aug 07, 2026
Kingdom Financial Group LLC. History Closed out 0 0 — 0.0% — -22 -100.0% Q2 2026 Aug 07, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — 0.0% — -22 -100.0% Q2 2026 Jul 27, 2026
Destiny Wealth Partners, LLC History Closed out 0 0 — 0.0% — -19 -100.0% Q2 2026 Aug 07, 2026
MASECO LLP History Closed out 0 0 — 0.0% — -16 -100.0% Q2 2026 Aug 05, 2026
Innovative Asset Advisors Group, LLC History Closed out 0 0 — 0.0% — -16 -100.0% Q2 2026 Aug 05, 2026
Ascentis Independent Advisors History Closed out 0 0 — 0.0% — -7 -100.0% Q2 2026 Aug 04, 2026
Quest 10 Wealth Builders, Inc. History Closed out 0 0 — 0.0% — -7 -100.0% Q2 2026 Jul 24, 2026
Clayton Financial Group LLC History Closed out 0 0 — 0.0% — -6 -100.0% Q2 2026 Jul 20, 2026
Vermillion Wealth Management, Inc. History Closed out 0 0 — — — -4 -100.0% Q2 2026 Jul 15, 2026
Synergy Investment Management, LLC History Closed out 0 0 — — — -3 -100.0% Q2 2026 Aug 14, 2026
Networth Advisors, LLC History Closed out 0 0 — — — -3 -100.0% Q2 2026 Jul 22, 2026
Key Capital Management, INC History Closed out 0 0 — — — -3 -100.0% Q2 2026 Jul 27, 2026
MOTCO History New 2 0 — — — +2 New Q2 2026 Jul 31, 2026
IFG Advisory, LLC History New 2 0 — — — +2 New Q2 2026 Aug 13, 2026
Activest Wealth Management History New 2 0 — — — +2 New Q2 2026 Jul 16, 2026
DecisionPoint Financial, LLC History New 2 0 — — — +2 New Q2 2026 Aug 05, 2026
CURIO WEALTH, LLC History Closed out 0 0 — — — -2 -100.0% Q2 2026 Aug 07, 2026
Portus Wealth Advisors, LLC History Closed out 0 0 — — — -2 -100.0% Q2 2026 Jul 21, 2026
MARYLAND CAPITAL ADVISORS INC. History New 1 0 — — — +1 New Q2 2026 Jul 17, 2026
Napier Financial, LLC History Closed out 0 0 — — — -1 -100.0% Q2 2026 Jul 31, 2026
WestEnd Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
AdvisorNet Financial, Inc History No change 3 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Anfield Capital Management, LLC History No change 2 0 — — — 0 0.0% Q1 2026 May 12, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
TFC Financial Management, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Y.D. More Investments Ltd History No change 32 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Cassaday & Co Wealth Management LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
United Community Bank History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Seneschal Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Investors Portfolio Services LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
MidFirst Bank History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Basecamp Wealth Advisors LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026