ALLEGRO MICROSYSTEMS, INC. - ALGM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 25,581,021 | 1,780,950 | 0.08% | 0.08% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 13,889,324 | 966,974 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 13,678,393 | 952,289 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 12,723,790 | 844,865 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Research Global Investors | History | No change | 12,006,396 | 835,885 | 0.12% | 0.12% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 7,668,472 | 533,879 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 5,676,421 | 395,192 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 5,508,806 | 383,523 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 3,710,288 | 258,311 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | No change | 2,946,239 | 205,117 | 0.17% | 0.17% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,644,929 | 184,178 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1,809,335 | 125,966 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 1,619,931 | 112,779 | 0.14% | 0.14% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,575,057 | 109,655 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 1,443,495 | 100,487 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,360,525 | 94,719 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 1,294,958 | 90,154 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,167,135 | 81,255 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 1,159,503 | 80,725 | 0.12% | 0.12% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,155,321 | 78,348 | 0.01% | 0.03% | 20 | +31,358 | 1.48% | Q3 2026 | Nov 04, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 1,121,950 | 78,110 | 0.11% | 0.11% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 966,871 | 67,313 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 928,060 | 64,611 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 921,728 | 64,170 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,729,566 | 62,869 | 0.03% | 0.05% | 25 | +239,775 | 16.09% | Q3 2026 | Nov 02, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 814,937 | 56,735 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 800,030 | 55,698 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 780,945 | 54,369 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 722,645 | 50,310 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | No change | 716,952 | 49,914 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 689,668 | 48,014 | 0.85% | 0.85% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 684,022 | 47,621 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GW&K Investment Management, LLC | History | No change | 666,812 | 46,424 | 0.36% | 0.36% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 608,793 | 42,953 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,201,203 | 37,873 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 537,082 | 37,391 | 0.25% | 0.25% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 525,863 | 36,611 | 0.1% | 0.1% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 517,648 | 36,039 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 493,753 | 33,417 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aperture Investors, LLC | History | No change | 443,427 | 30,871 | 2.79% | 2.79% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Conestoga Capital Advisors, LLC | History | New | 719,595 | 26,157 | 0.79% | — | 41 | +719,595 | New | Q3 2026 | Nov 02, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 347,294 | 24,178 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 333,507 | 23,218 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| S SQUARED TECHNOLOGY, LLC | History | No change | 332,451 | 23,145 | 7.18% | 7.18% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 332,440 | 23,144 | 0.27% | 0.27% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | No change | 330,904 | 23,037 | 0.21% | 0.21% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 631,072 | 22,958 | 0.04% | 0.06% | 47 | +10,532 | 1.7% | Q3 2026 | Nov 04, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 327,536 | 22,806 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 325,436 | 22,656 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 323,297 | 22,507 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 318,236 | 22,155 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 316,439 | 22,030 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 311,668 | 21,698 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 272,403 | 18,964 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 267,283 | 18,608 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 250,900 | 17,467 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Paradice Investment Management LLC | History | New | 472,832 | 17,187 | 2.9% | — | 57 | +472,832 | New | Q3 2026 | Oct 19, 2026 |
| FEDERATED HERMES, INC. | History | No change | 237,367 | 16,525 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pier Capital, LLC | History | No change | 227,777 | 15,857 | 2.1% | 2.1% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lightrock Netherlands B.V. | History | No change | 206,490 | 14,375 | 2.84% | 2.84% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 200,422 | 13,953 | 0.45% | 0.45% | 61 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITADEL ADVISORS LLC | History | No change | 196,100 | 13,652 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Granahan Investment Management, LLC | History | No change | 185,461 | 12,911 | 0.46% | 0.46% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Talos Eurisko Asset Management LP | History | No change | 182,600 | 12,712 | 1.81% | 1.81% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 169,643 | 11,810 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 166,217 | 11,572 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 164,734 | 11,468 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 144,618 | 10,068 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | No change | 143,348 | 9,979 | 0.31% | 0.31% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 141,900 | 9,879 | 0.27% | 0.27% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 133,903 | 9,322 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Granite Investment Partners, LLC | History | Added to | 250,803 | 9,116 | 0.5% | 0.77% | 72 | +35,124 | 16.29% | Q3 2026 | Nov 04, 2026 |
| CITIGROUP INC | History | Added to | 242,921 | 8,830 | 0.0% | 0.0% | 73 | +94,711 | 63.9% | Q3 2026 | Nov 04, 2026 |
| PEAK6 LLC | History | No change | 120,100 | 8,361 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 119,149 | 8,295 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 108,497 | 7,554 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lisanti Capital Growth, LLC | History | No change | 107,865 | 7,509 | 1.65% | 1.65% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 96,177 | 6,695 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Man Group plc | History | No change | 95,101 | 6,620 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 94,917 | 6,608 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | No change | 92,188 | 6,418 | 0.19% | 0.19% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 91,616 | 6,378 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 89,119 | 6,204 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 88,759 | 6,179 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 88,089 | 6,132 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 85,884 | 5,979 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 83,361 | 5,803 | 0.24% | 0.24% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 76,653 | 5,336 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 72,027 | 5,014 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 71,589 | 4,984 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 70,504 | 4,908 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | Reduced | 130,740 | 4,752 | 0.01% | 0.04% | 92 | -38,662 | -22.82% | Q3 2026 | Nov 04, 2026 |
| ALGERT GLOBAL LLC | History | No change | 65,240 | 4,542 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 64,638 | 4,500 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Holocene Advisors, LP | History | No change | 63,010 | 4,386 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 62,389 | 4,343 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 61,148 | 4,257 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Handelsbanken Fonder AB | History | No change | 59,900 | 4,170 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Informed Momentum Co LLC | History | No change | 59,485 | 4,141 | 0.37% | 0.37% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 59,349 | 4,131 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 59,204 | 4,121 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Jupiter Topco LLC | History | No change | 57,329 | 3,990 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 56,462 | 3,930 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | No change | 55,000 | 3,829 | 0.12% | 0.12% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 64,921 | 3,758 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | No change | 52,807 | 3,676 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Munro Partners | History | No change | 49,800 | 3,467 | 0.08% | 0.08% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Amundi | History | No change | 49,273 | 3,430 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 48,314 | 3,363 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sphera Management Technology Funds Ltd | History | No change | 47,550 | 3,310 | 1.16% | 1.16% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Candriam S.C.A. | History | No change | 84,708 | 3,090 | 0.01% | 0.03% | 111 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 44,000 | 3,063 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 42,037 | 2,926 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Trail Advisors, LLC | History | No change | 41,752 | 2,906 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 40,633 | 2,829 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legato Capital Management LLC | History | No change | 39,195 | 2,728 | 0.23% | 0.23% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 39,149 | 2,725 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| E. Ohman J:or Asset Management AB | History | New | 72,848 | 2,648 | 0.06% | — | 118 | +72,848 | New | Q3 2026 | Oct 22, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 36,089 | 2,512 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Walleye Trading LLC | History | No change | 35,800 | 2,492 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 66,741 | 2,426 | 0.02% | 0.03% | 121 | +20,615 | 44.69% | Q3 2026 | Oct 23, 2026 |
| BW Gestao de Investimentos Ltda. | History | No change | 34,106 | 2,374 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 64,740 | 2,353 | 0.0% | 0.0% | 123 | +13,840 | 27.19% | Q3 2026 | Nov 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 32,878 | 2,288 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMALGAMATED BANK | History | Added to | 59,845 | 2,175 | 0.02% | 0.03% | 125 | +1,444 | 2.47% | Q3 2026 | Oct 23, 2026 |
| SG Americas Securities, LLC | History | No change | 31,235 | 2,175 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 58,891 | 2,141 | 0.14% | — | 127 | +58,891 | New | Q3 2026 | Oct 22, 2026 |
| FIFTH THIRD BANCORP | History | No change | 30,449 | 2,119 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 29,838 | 2,077 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 28,500 | 1,984 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 27,925 | 1,944 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 27,668 | 1,926 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 27,568 | 1,919 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 27,081 | 1,885 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HSBC HOLDINGS PLC | History | No change | 26,862 | 1,870 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 26,833 | 1,868 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 26,785 | 1,864 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 26,357 | 1,834 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 25,795 | 1,795 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | No change | 25,476 | 1,773 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 48,569 | 1,765 | 0.01% | 0.01% | 141 | +25,100 | 106.95% | Q3 2026 | Oct 28, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 23,712 | 1,650 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIRIOS CAPITAL MANAGEMENT L P | History | No change | 23,438 | 1,631 | 0.2% | 0.2% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 23,247 | 1,618 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 22,847 | 1,590 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 22,670 | 1,578 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 43,188 | 1,569 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Creative Planning | History | Added to | 42,558 | 1,546 | 0.0% | 0.0% | 148 | +2,592 | 6.49% | Q3 2026 | Nov 02, 2026 |
| Walleye Capital LLC | History | No change | 21,895 | 1,524 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 40,615 | 1,476 | 0.01% | 0.01% | 150 | +174 | 0.43% | Q3 2026 | Nov 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 20,888 | 1,454 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 20,813 | 1,449 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covea Finance | History | New | 38,900 | 1,414 | 0.05% | — | 153 | +38,900 | New | Q3 2026 | Oct 21, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 20,176 | 1,404 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Circle Wealth Management, LLC | History | No change | 19,735 | 1,373 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 37,700 | 1,370 | 0.02% | 0.04% | 156 | +1,400 | 3.86% | Q3 2026 | Oct 20, 2026 |
| Corient Private Wealth LP | History | No change | 19,425 | 1,352 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Arizona State Retirement System | History | Added to | 35,427 | 1,287 | 0.01% | 0.01% | 158 | +916 | 2.65% | Q3 2026 | Nov 03, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 18,094 | 1,259 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 17,975 | 1,251 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 17,736 | 1,234 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 17,438 | 1,214 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 32,489 | 1,180 | 0.01% | 0.03% | 163 | -1,671 | -4.89% | Q3 2026 | Oct 22, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 32,200 | 1,170 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Tidal Investments LLC | History | No change | 16,729 | 1,164 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 16,456 | 1,145 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 30,255 | 1,099 | 0.01% | 0.01% | 167 | +534 | 1.8% | Q3 2026 | Nov 03, 2026 |
| COMMERCE BANK | History | No change | 15,646 | 1,089 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 29,700 | 1,079 | 0.0% | 0.01% | 169 | +700 | 2.41% | Q3 2026 | Oct 27, 2026 |
| SIG BROKERAGE, LP | History | No change | 15,306 | 1,065 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 15,279 | 1,063 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | History | No change | 14,748 | 1,027 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Reduced | 27,055 | 983 | 0.01% | 0.01% | 173 | -937 | -3.35% | Q3 2026 | Nov 03, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 26,237 | 953 | 0.01% | 0.02% | 174 | +600 | 2.34% | Q3 2026 | Oct 29, 2026 |
| MARSHALL WACE, LLP | History | No change | 13,309 | 926 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,153 | 915 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Vontobel Holding Ltd. | History | Added to | 24,790 | 901 | 0.0% | 0.0% | 177 | +6,523 | 35.71% | Q3 2026 | Oct 16, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 12,692 | 883 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | History | No change | 12,500 | 870 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 23,712 | 861 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| PRENTISS SMITH & CO INC | History | Reduced | 23,160 | 841 | 0.48% | 0.92% | 181 | -800 | -3.34% | Q3 2026 | Oct 27, 2026 |
| Cerity Partners LLC | History | No change | 12,009 | 836 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Reduced | 22,806 | 828 | 0.06% | 0.23% | 183 | -9,463 | -29.33% | Q3 2026 | Oct 28, 2026 |
| Vident Advisory, LLC | History | No change | 10,954 | 762 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EntryPoint Capital, LLC | History | No change | 10,812 | 752 | 0.18% | 0.18% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,797 | 751 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALPS ADVISORS INC | History | Added to | 20,170 | 733 | 0.0% | 0.01% | 187 | +4,694 | 30.33% | Q3 2026 | Nov 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,236 | 712 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TSG Advice Partners, LLC | History | New | 10,112 | 703 | 0.09% | — | 189 | +10,112 | New | Q3 2026 | Oct 29, 2026 |
| MAVERICK CAPITAL LTD | History | No change | 10,094 | 702 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 18,770 | 682 | 0.0% | 0.0% | 191 | -800 | -4.09% | Q3 2026 | Nov 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 18,534 | 673 | 0.06% | — | 192 | +18,534 | New | Q3 2026 | Oct 29, 2026 |
| ProShare Advisors LLC | History | Added to | 18,312 | 665 | 0.0% | 0.0% | 193 | +4,905 | 36.59% | Q3 2026 | Oct 28, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | No change | 9,242 | 643 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | No change | 9,105 | 633 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | No change | 8,728 | 607 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 16,399 | 594 | 0.0% | 0.0% | 197 | +5,455 | 49.84% | Q3 2026 | Oct 13, 2026 |
| USS Investment Management Ltd | History | No change | 8,500 | 591 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 8,428 | 586 | 0.04% | 0.04% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ethic Inc. | History | Reduced | 15,971 | 580 | 0.01% | 0.02% | 200 | -6,324 | -28.37% | Q3 2026 | Nov 03, 2026 |
| Caprock Group, LLC | History | No change | 8,220 | 572 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Raiffeisen Bank International AG | History | New | 15,200 | 556 | 0.01% | — | 202 | +15,200 | New | Q3 2026 | Oct 28, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 7,863 | 547 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 7,739 | 538 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,635 | 532 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,234 | 503 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 6,942 | 483 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | No change | 6,950 | 483 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DnB Asset Management AS | History | No change | 6,923 | 481 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 6,799 | 473 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Maryland State Retirement & Pension System | History | No change | 6,797 | 473 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 12,961 | 471 | 0.04% | — | 212 | +12,961 | New | Q3 2026 | Oct 16, 2026 |
| Utah Retirement Systems | History | No change | 6,505 | 452 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 6,366 | 443 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 12,007 | 436 | 0.0% | 0.01% | 215 | -157 | -1.29% | Q3 2026 | Oct 15, 2026 |
| HighTower Advisors, LLC | History | No change | 6,233 | 433 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | New | 11,806 | 429 | 0.05% | — | 217 | +11,806 | New | Q3 2026 | Oct 22, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 11,703 | 429 | 0.0% | — | 218 | +11,703 | New | Q3 2026 | Oct 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,147 | 427 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 9,150 | 425 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 11,300 | 410 | 0.27% | 0.48% | 221 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 11,227 | 408 | 0.0% | — | 222 | +11,227 | New | Q3 2026 | Nov 02, 2026 |
| Belvedere Trading LLC | History | No change | 5,764 | 401 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PFG Investments, LLC | History | No change | 5,680 | 395 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 5,615 | 389 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 10,434 | 379 | 0.0% | 0.0% | 226 | -3,905 | -27.23% | Q3 2026 | Oct 28, 2026 |
| M&T BANK CORP | History | No change | 5,416 | 377 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 5,262 | 366 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ground Swell Capital, LLC | History | No change | 5,197 | 361 | 0.39% | 0.39% | 229 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vise Technologies, Inc. | History | Added to | 9,915 | 360 | 0.0% | 0.0% | 230 | +5,419 | 120.53% | Q3 2026 | Oct 28, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 9,853 | 358 | 0.01% | 0.01% | 231 | +515 | 5.52% | Q3 2026 | Oct 23, 2026 |
| Freestone Grove Partners LP | History | No change | 4,859 | 338 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 9,044 | 328 | 0.0% | 0.0% | 233 | +2,737 | 43.4% | Q3 2026 | Oct 21, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 4,704 | 327 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,698 | 327 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 4,695 | 326 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 8,813 | 320 | 0.01% | 0.02% | 237 | -690 | -7.26% | Q3 2026 | Oct 28, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 8,726 | 317 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,365 | 303 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| AlphaCore Capital LLC | History | New | 8,276 | 300 | 0.0% | — | 240 | +8,276 | New | Q3 2026 | Nov 04, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 8,166 | 296 | 0.13% | 0.2% | 241 | +1,767 | 27.61% | Q3 2026 | Oct 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,128 | 295 | 0.0% | 0.0% | 242 | -1,038 | -11.32% | Q3 2026 | Oct 30, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 4,159 | 289 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Frec Markets, Inc. | History | No change | 4,153 | 289 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,149 | 288 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Callan Family Office, LLC | History | No change | 4,138 | 288 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 4,135 | 287 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 7,787 | 283 | 0.0% | 0.01% | 248 | +92 | 1.2% | Q3 2026 | Oct 15, 2026 |
| Odyssean, LLC | History | No change | 4,034 | 280 | 0.05% | 0.05% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Axxion S.A. | History | Added to | 7,518 | 273 | 0.02% | 0.03% | 250 | +816 | 12.18% | Q3 2026 | Oct 22, 2026 |
| AVIVA PLC | History | No change | 3,891 | 270 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 3,787 | 263 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 3,752 | 261 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 6,971 | 253 | 0.0% | 0.0% | 254 | -3,865 | -35.67% | Q3 2026 | Nov 04, 2026 |
| FIDUCIARY TRUST CO | History | No change | 3,614 | 251 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 3,605 | 250 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 3,533 | 246 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 3,430 | 238 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,414 | 237 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Claret Asset Management Corp | History | No change | 3,399 | 237 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fulcrum Asset Management LLP | History | New | 6,406 | 234 | 0.01% | — | 261 | +6,406 | New | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | No change | 3,357 | 233 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 3,254 | 226 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 3,192 | 222 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 5,888 | 214 | 0.0% | — | 265 | +5,888 | New | Q3 2026 | Nov 02, 2026 |
| SEB Asset Management AB | History | No change | 5,865 | 213 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Seascape Capital Management | History | No change | 3,028 | 211 | 0.05% | 0.05% | 267 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CIBC Asset Management Inc | History | No change | 5,725 | 208 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 2,918 | 203 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 2,907 | 202 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | No change | 2,873 | 200 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Argent Trust Co | History | No change | 2,877 | 200 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 2,625 | 182 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,414 | 168 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | No change | 4,581 | 167 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| GAMMA Investing LLC | History | Added to | 4,443 | 161 | 0.01% | 0.01% | 276 | +898 | 25.33% | Q3 2026 | Oct 08, 2026 |
| NCP Inc. | History | No change | 2,100 | 146 | 0.2% | 0.2% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,937 | 134 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 1,794 | 124 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leonteq Securities AG | History | New | 2,912 | 105 | 0.0% | — | 281 | +2,912 | New | Q3 2026 | Oct 29, 2026 |
| Allworth Financial LP | History | No change | 1,517 | 105 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 2,550 | 92 | 0.0% | 0.0% | 282 | +802 | 45.88% | Q3 2026 | Oct 28, 2026 |
| Quantbot Technologies LP | History | No change | 1,284 | 89 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,399 | 87 | 0.0% | 0.0% | 284 | -379 | -13.64% | Q3 2026 | Oct 08, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 2,179 | 79 | 0.0% | 0.0% | 286 | -280 | -11.39% | Q3 2026 | Oct 16, 2026 |
| Quent Capital, LLC | History | No change | 1,146 | 79 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,144 | 77 | 0.0% | 0.0% | 287 | -1,401 | -39.52% | Q3 2026 | Oct 20, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,059 | 74 | 0.0% | 0.0% | 288 | +305 | 17.39% | Q3 2026 | Oct 21, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 1,855 | 67 | 0.04% | 0.08% | 289 | +16 | 0.87% | Q3 2026 | Nov 04, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 1,807 | 65 | 0.01% | 0.02% | 290 | -826 | -31.37% | Q3 2026 | Nov 05, 2026 |
| STRS OHIO | History | Reduced | 1,703 | 61 | 0.0% | 0.0% | 291 | -911 | -34.85% | Q3 2026 | Oct 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 1,408 | 51 | 0.0% | 0.0% | 292 | +376 | 36.43% | Q3 2026 | Oct 13, 2026 |
| Hilltop National Bank | History | New | 1,342 | 48 | 0.01% | — | 293 | +1,342 | New | Q3 2026 | Oct 14, 2026 |
| Bayforest Capital Ltd | History | New | 1,248 | 45 | 0.07% | — | 294 | +1,248 | New | Q3 2026 | Nov 03, 2026 |
| BESSEMER GROUP INC | History | No change | 579 | 41 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 582 | 40 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,070 | 38 | 0.0% | 0.0% | 297 | +363 | 51.34% | Q3 2026 | Oct 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,036 | 37 | 0.0% | 0.0% | 298 | +72 | 7.47% | Q3 2026 | Nov 03, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 958 | 34 | 0.0% | 0.0% | 299 | +411 | 75.14% | Q3 2026 | Oct 27, 2026 |
| Continuum Advisory, LLC | History | No change | 500 | 34 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 906 | 32 | 0.0% | 0.0% | 301 | -94 | -9.4% | Q3 2026 | Oct 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 407 | 28 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hurley Capital, LLC | History | No change | 756 | 27 | 0.01% | 0.03% | 303 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 386 | 26 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 700 | 25 | 0.01% | 0.02% | 305 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 334 | 23 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | New | 569 | 20 | 0.0% | — | 308 | +569 | New | Q3 2026 | Nov 03, 2026 |
| Rakuten Securities, Inc. | History | Added to | 556 | 20 | 0.01% | 0.01% | 307 | +117 | 26.65% | Q3 2026 | Nov 02, 2026 |
| Miller Capital Partners, Inc. | History | No change | 265 | 18 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | No change | 254 | 17 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global X Japan Co., Ltd. | History | Reduced | 461 | 16 | 0.0% | 0.0% | 312 | -213 | -31.6% | Q3 2026 | Oct 21, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 241 | 16 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 438 | 15 | 0.0% | 0.0% | 313 | -45 | -9.32% | Q3 2026 | Nov 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 220 | 14 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 385 | 13 | 0.0% | 0.0% | 315 | +296 | 332.58% | Q3 2026 | Oct 01, 2026 |
| Activest Wealth Management | History | No change | 385 | 13 | 0.0% | 0.01% | 316 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 189 | 13 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 334 | 12 | 0.0% | — | 318 | +334 | New | Q3 2026 | Oct 01, 2026 |
| Bogart Wealth, LLC | History | No change | 163 | 11 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sterling Capital Management LLC | History | Reduced | 283 | 10 | 0.0% | 0.0% | 320 | -535 | -65.4% | Q3 2026 | Oct 22, 2026 |
| Truvestments Capital LLC | History | No change | 154 | 10 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Highland Investment Advisors LLC | History | No change | 150 | 10 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 262 | 9 | 0.0% | 0.0% | 324 | +170 | 184.78% | Q3 2026 | Oct 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 250 | 9 | 0.0% | 0.0% | 323 | +54 | 27.55% | Q3 2026 | Oct 05, 2026 |
| Covestor Ltd | History | Reduced | 221 | 8 | 0.01% | 0.01% | 326 | -75 | -25.34% | Q3 2026 | Oct 30, 2026 |
| Spire Wealth Management | History | No change | 233 | 8 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| LRI Investments, LLC | History | No change | 109 | 7 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 177 | 6 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Rossby Financial, LCC | History | No change | 89 | 6 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Owl Creek Wealth Partners LLC | History | Reduced | 145 | 5 | 0.0% | 0.0% | 330 | -60 | -29.27% | Q3 2026 | Oct 20, 2026 |
| SHP Wealth Management | History | No change | 59 | 4 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 125 | 4 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Essential Partners LLC | History | No change | 123 | 4 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| True Wealth Design, LLC | History | New | 108 | 3 | 0.0% | — | 341 | +108 | New | Q3 2026 | Oct 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 55 | 3 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clearstead Advisors, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 105 | 3 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 72 | 3 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 54 | 3 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investors Research Corp | History | No change | 93 | 3 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 52 | 3 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 57 | 2 | 0.0% | — | 346 | +57 | New | Q3 2026 | Oct 27, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 56 | 2 | 0.0% | — | 347 | +56 | New | Q3 2026 | Oct 07, 2026 |
| Blue Trust, Inc. | History | Added to | 65 | 2 | 0.0% | 0.0% | 343 | +19 | 41.3% | Q3 2026 | Oct 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 67 | 2 | 0.0% | 0.0% | 342 | +5 | 8.06% | Q3 2026 | Oct 27, 2026 |
| Rialto Wealth Management, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kilter Group LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 45 | 1 | 0.0% | 0.0% | 351 | -56 | -55.45% | Q3 2026 | Oct 28, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 50 | 1 | 0.0% | — | 357 | +50 | New | Q3 2026 | Oct 15, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 49 | 1 | 0.0% | — | 359 | +49 | New | Q3 2026 | Oct 16, 2026 |
| Root Financial Partners, LLC | History | New | 47 | 1 | 0.0% | — | 358 | +47 | New | Q3 2026 | Oct 21, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 38 | 1 | 0.0% | — | 360 | +38 | New | Q3 2026 | Oct 30, 2026 |
| TRUST CO OF VERMONT | History | New | 33 | 1 | 0.0% | — | 356 | +33 | New | Q3 2026 | Oct 21, 2026 |
| Cromwell Holdings LLC | History | Added to | 45 | 1 | 0.0% | 0.0% | 352 | +26 | 136.84% | Q3 2026 | Oct 28, 2026 |
| Avion Wealth | History | Added to | 45 | 1 | 0.0% | 0.0% | 350 | +21 | 87.5% | Q3 2026 | Nov 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 21 | 1 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Sachetta, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Copia Wealth Management | History | No change | 27 | 1 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BRAUN STACEY ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.72% | — | -366,493 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Nippon Life Global Investors Americas, Inc. | History | Closed out | 0 | 0 | — | 0.4% | — | -143,870 | -100.0% | Q3 2026 | Oct 29, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -37,110 | -100.0% | Q3 2026 | Oct 13, 2026 |
| TriaGen Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -21,186 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.05% | — | -17,210 | -100.0% | Q3 2026 | Nov 04, 2026 |
| CenterStar Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -15,000 | -100.0% | Q3 2026 | Oct 09, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,590 | -100.0% | Q3 2026 | Nov 03, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,340 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,238 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Archford Capital Strategies, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,001 | -100.0% | Q3 2026 | Oct 19, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,775 | -100.0% | Q3 2026 | Nov 03, 2026 |
| FULTON BANK, N.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,623 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,916 | -100.0% | Q3 2026 | Oct 22, 2026 |
| North Dakota State Investment Board | History | Closed out | 0 | 0 | — | 0.01% | — | -3,689 | -100.0% | Q3 2026 | Oct 27, 2026 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,085 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Fifth Third Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,073 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Teza Capital Management LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -3,019 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,991 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,929 | -100.0% | Q3 2026 | Oct 26, 2026 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,929 | -100.0% | Q3 2026 | Oct 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -890 | -100.0% | Q3 2026 | Oct 20, 2026 |
| V-Square Quantitative Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -305 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Mascoma Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q3 2026 | Oct 23, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2026 | Oct 28, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Elyxium Wealth, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q3 2026 | Oct 27, 2026 |
| Burk Holdings LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q3 2026 | Nov 04, 2026 |
| North Star Investment Management Corp. | History | Reduced | 16 | 0 | — | 0.0% | — | -17 | -51.52% | Q3 2026 | Oct 27, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2026 | Oct 16, 2026 |
| MATHER GROUP, LLC. | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 14, 2026 |
| GoalVest Advisory LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 02, 2026 |
| WEST PACES ADVISORS INC. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 14 | 0 | — | — | — | +4 | 40.0% | Q3 2026 | Oct 20, 2026 |
| James T. Borello RIA | History | Reduced | 10 | 0 | — | — | — | -4 | -28.57% | Q3 2026 | Oct 16, 2026 |
| Ascentis Wealth Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Nov 03, 2026 |
| Davis Capital Management | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 08, 2026 |
| Planning Strategies Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 02, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 30, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 22 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manchester Capital Management LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| IMA Advisory Services, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Quaker Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abound Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |