AUTOLIV INC - ALV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cevian Capital II GP LTD | History | No change | 6,298,508 | 731,697 | 19.79% | 19.79% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 4,934,535 | 573,244 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 866,287 | 468,578 | 0.15% | 0.15% | 3 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Swedbank AB | History | Reduced | 2,772,892 | 310,258 | 0.26% | 0.34% | 4 | -618,565 | -18.24% | Q3 2026 | Oct 27, 2026 |
| FMR LLC | History | No change | 2,463,913 | 286,232 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIL Ltd | History | No change | 2,388,201 | 277,437 | 0.2% | 0.2% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,401,401 | 268,702 | 0.05% | 0.04% | 7 | +280,831 | 13.24% | Q3 2026 | Nov 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,283,793 | 265,308 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 1,806,818 | 209,898 | 0.38% | 0.38% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE STREET CORP | History | No change | 1,492,679 | 173,404 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,402,725 | 162,990 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,372,888 | 159,488 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,134,300 | 131,771 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,119,528 | 130,055 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 1,064,650 | 123,680 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 855,630 | 99,398 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 821,589 | 95,443 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 592,307 | 68,808 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 560,590 | 65,123 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Added to | 577,491 | 64,615 | 0.02% | 0.02% | 20 | +120,402 | 26.34% | Q3 2026 | Nov 04, 2026 |
| NORGES BANK | History | No change | 524,318 | 60,910 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 475,669 | 55,258 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 438,422 | 50,931 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 438,034 | 50,886 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 388,400 | 45,120 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 373,368 | 43,374 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tweedy, Browne Co LLC | History | Reduced | 334,329 | 37,408 | 3.05% | 3.37% | 27 | -48,985 | -12.78% | Q3 2026 | Nov 04, 2026 |
| LFL Advisers, LLC | History | No change | 314,050 | 36,483 | 9.75% | 9.75% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABN AMRO Bank N.V. | History | No change | 287,794 | 33,456 | 0.43% | 0.43% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 266,882 | 31,003 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 277,000 | 30,993 | 1.17% | 1.06% | 31 | -8,800 | -3.08% | Q3 2026 | Oct 28, 2026 |
| Russell Investments Group, Ltd. | History | No change | 263,190 | 30,575 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | No change | 230,131 | 26,734 | 0.2% | 0.2% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 226,435 | 26,304 | 0.11% | 0.11% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARRIS ASSOCIATES L P | History | No change | 214,490 | 24,917 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arbejdsmarkedets Tillaegspension | History | Added to | 216,200 | 24,190 | 0.62% | 0.53% | 36 | +7,200 | 3.44% | Q3 2026 | Oct 30, 2026 |
| CREDIT AGRICOLE S A | History | No change | 198,500 | 23,059 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 191,128 | 22,203 | 0.08% | 0.08% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 190,043 | 22,078 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 175,342 | 20,371 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 166,737 | 19,369 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 165,300 | 19,202 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 164,529 | 19,113 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 155,389 | 18,441 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Retirement Systems of Alabama | History | Reduced | 158,104 | 17,690 | 0.05% | 0.06% | 45 | -11,191 | -6.61% | Q3 2026 | Nov 04, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 152,058 | 17,013 | 0.01% | 0.01% | 46 | -3,572 | -2.3% | Q3 2026 | Nov 02, 2026 |
| Ruffer LLP | History | No change | 137,005 | 15,898 | 0.56% | 0.56% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Swiss National Bank | History | No change | 131,400 | 15,264 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | No change | 125,243 | 14,549 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Added to | 127,014 | 14,211 | 0.11% | 0.12% | 50 | +5,353 | 4.4% | Q3 2026 | Oct 21, 2026 |
| BARCLAYS PLC | History | No change | 121,946 | 14,166 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 119,961 | 13,935 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 116,611 | 13,546 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 113,024 | 13,129 | 0.21% | 0.21% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 111,762 | 12,983 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 100,417 | 11,235 | 0.2% | 0.21% | 56 | -7,676 | -7.1% | Q3 2026 | Oct 13, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 96,599 | 10,808 | 0.02% | 0.01% | 57 | +45,712 | 89.83% | Q3 2026 | Oct 29, 2026 |
| Jump Financial, LLC | History | No change | 91,035 | 10,575 | 0.08% | 0.08% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 90,792 | 10,547 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 86,530 | 10,052 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Legal & General Group Plc | History | No change | 86,434 | 10,041 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 86,419 | 10,039 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 83,406 | 9,689 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 79,877 | 9,306 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Impax Asset Management Group plc | History | No change | 79,731 | 9,262 | 0.06% | 0.06% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 78,208 | 9,085 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 77,714 | 9,028 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 74,815 | 8,691 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | Added to | 77,250 | 8,643 | 0.29% | 0.27% | 69 | +5,500 | 7.67% | Q3 2026 | Oct 21, 2026 |
| Ceredex Value Advisors LLC | History | No change | 71,150 | 8,265 | 0.23% | 0.23% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 70,738 | 8,218 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 67,635 | 7,857 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 69,785 | 7,808 | 0.01% | 0.01% | 73 | +12,224 | 21.24% | Q3 2026 | Oct 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 65,700 | 7,632 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 65,095 | 7,562 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 64,875 | 7,536 | 0.2% | 0.2% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 64,208 | 7,459 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 62,161 | 7,221 | 0.28% | 0.28% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 63,232 | 7,075 | 0.02% | 0.02% | 79 | -5,354 | -7.81% | Q3 2026 | Oct 27, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 58,941 | 6,847 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 58,083 | 6,747 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 57,115 | 6,635 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 56,099 | 6,517 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 13D Management LLC | History | No change | 55,839 | 6,486 | 9.09% | 9.09% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE GROUP LLC | History | No change | 55,520 | 6,449 | 0.26% | 0.26% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 60,488 | 6,360 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 52,325 | 6,132 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 52,479 | 6,096 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 51,078 | 5,933 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 49,130 | 5,706 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 46,419 | 5,392 | 0.07% | 0.07% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 46,290 | 5,378 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ilex Capital Partners (UK) LLP | History | No change | 42,675 | 4,957 | 0.1% | 0.1% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Trust Investment Advisors, LLC | History | No change | 40,357 | 4,688 | 2.31% | 2.31% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Canada Post Corp Registered Pension Plan | History | No change | 39,762 | 4,619 | 0.16% | 0.16% | 95 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Murphy Pohlad Asset Management LLC | History | Reduced | 39,495 | 4,419 | 1.54% | 1.65% | 96 | -1,288 | -3.16% | Q3 2026 | Oct 22, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 38,031 | 4,418 | 0.19% | 0.19% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 37,737 | 4,222 | 0.05% | 0.05% | 98 | +359 | 0.96% | Q3 2026 | Nov 05, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 36,311 | 4,218 | 0.22% | 0.22% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 35,840 | 4,163 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 35,379 | 4,110 | 0.69% | 0.69% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 34,750 | 4,036 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| South Dakota Investment Council | History | No change | 33,642 | 3,908 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 33,600 | 3,903 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 32,650 | 3,792 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 32,037 | 3,721 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 29,292 | 3,402 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jupiter Topco LLC | History | No change | 27,979 | 3,251 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 26,988 | 3,135 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 26,769 | 3,109 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 26,711 | 3,103 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 26,406 | 3,067 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 27,378 | 3,063 | 0.0% | 0.0% | 113 | +2,883 | 11.77% | Q3 2026 | Nov 02, 2026 |
| AMALGAMATED BANK | History | Reduced | 26,751 | 2,993 | 0.02% | 0.02% | 114 | -621 | -2.27% | Q3 2026 | Oct 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 25,756 | 2,992 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empowered Funds, LLC | History | No change | 25,212 | 2,928 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 24,842 | 2,885 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 24,827 | 2,884 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 24,361 | 2,830 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 25,240 | 2,824 | 0.01% | 0.01% | 120 | -490 | -1.9% | Q3 2026 | Oct 22, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 24,148 | 2,730 | 0.0% | 0.0% | 121 | +2,763 | 12.92% | Q3 2026 | Oct 27, 2026 |
| W1M Asset Management Ltd | History | No change | 23,455 | 2,725 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 23,624 | 2,643 | 0.03% | 0.03% | 123 | -1,266 | -5.09% | Q3 2026 | Oct 23, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 21,364 | 2,481 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 21,093 | 2,450 | 0.22% | 0.22% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 20,890 | 2,427 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 20,669 | 2,312 | 0.01% | 0.01% | 127 | -3,046 | -12.84% | Q3 2026 | Nov 05, 2026 |
| Voleon Capital Management LP | History | No change | 19,840 | 2,304 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 19,400 | 2,254 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NBT BANK, N.A. | History | No change | 20,065 | 2,245 | 0.15% | 0.15% | 130 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 19,800 | 2,215 | 0.03% | 0.03% | 131 | -400 | -1.98% | Q3 2026 | Oct 20, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 18,700 | 2,172 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAM Holding AG | History | Reduced | 19,047 | 2,131 | 0.18% | 0.19% | 133 | -2,721 | -12.5% | Q3 2026 | Nov 03, 2026 |
| Cerity Partners LLC | History | No change | 17,810 | 2,069 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Reduced | 18,055 | 2,020 | 0.01% | 0.01% | 135 | -20 | -0.11% | Q3 2026 | Nov 03, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 17,626 | 1,972 | 0.02% | 0.02% | 136 | -1,547 | -8.07% | Q3 2026 | Oct 22, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 16,918 | 1,965 | 0.16% | 0.16% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| denkapparat Operations GmbH | History | No change | 16,368 | 1,901 | 0.62% | 0.62% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 16,360 | 1,900 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 16,232 | 1,885 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 16,665 | 1,864 | 0.15% | 0.14% | 141 | +1,328 | 8.66% | Q3 2026 | Oct 19, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 15,800 | 1,835 | 0.05% | 0.05% | 142 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 15,779 | 1,833 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 15,664 | 1,819 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 15,629 | 1,815 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 15,493 | 1,799 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 15,465 | 1,796 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 15,417 | 1,791 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 15,908 | 1,779 | 0.01% | 0.01% | 149 | -581 | -3.52% | Q3 2026 | Nov 03, 2026 |
| LPL Financial LLC | History | No change | 15,261 | 1,772 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 15,600 | 1,745 | 0.01% | 0.01% | 151 | -500 | -3.11% | Q3 2026 | Oct 27, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 15,000 | 1,742 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Associates, LP | History | No change | 14,455 | 1,679 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 14,159 | 1,644 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Erste Asset Management GmbH | History | No change | 13,744 | 1,603 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 13,590 | 1,578 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 13,796 | 1,543 | 0.02% | 0.02% | 157 | -400 | -2.82% | Q3 2026 | Oct 29, 2026 |
| James T. Borello RIA | History | Added to | 13,746 | 1,538 | 0.32% | 0.34% | 158 | +100 | 0.73% | Q3 2026 | Oct 16, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 12,750 | 1,481 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 12,661 | 1,470 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 12,624 | 1,466 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| USS Investment Management Ltd | History | No change | 12,500 | 1,452 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 11,999 | 1,393 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 11,475 | 1,333 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,558 | 1,173 | 0.0% | 0.0% | 165 | -1,219 | -8.25% | Q3 2026 | Oct 13, 2026 |
| Nuveen, LLC | History | No change | 9,959 | 1,156 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Callan Family Office, LLC | History | No change | 9,529 | 1,106 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 9,506 | 1,104 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 9,741 | 1,089 | 0.0% | 0.0% | 169 | -285 | -2.84% | Q3 2026 | Nov 03, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 9,424 | 1,054 | 0.01% | 0.01% | 170 | +1,202 | 14.62% | Q3 2026 | Nov 04, 2026 |
| Pacer Advisors, Inc. | History | No change | 9,071 | 1,054 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Everstar Asset Management, LLC | History | No change | 9,000 | 1,045 | 0.5% | 0.5% | 172 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALLSTATE CORP | History | No change | 8,935 | 1,037 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 8,919 | 1,036 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MEYER HANDELMAN CO | History | No change | 8,736 | 977 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Vestcor Inc | History | No change | 8,305 | 965 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Centiva Capital, LP | History | No change | 8,263 | 959 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS | History | No change | 8,251 | 958 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,197 | 952 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 8,327 | 931 | 0.01% | 0.01% | 180 | -2,901 | -25.84% | Q3 2026 | Oct 13, 2026 |
| Vise Technologies, Inc. | History | New | 8,140 | 910 | 0.01% | — | 182 | +8,140 | New | Q3 2026 | Oct 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 7,837 | 910 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 7,809 | 907 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| iA Global Asset Management Inc. | History | Added to | 7,937 | 888 | 0.01% | 0.0% | 184 | +4,794 | 152.53% | Q3 2026 | Oct 29, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 7,759 | 868 | 0.03% | 0.02% | 185 | +696 | 9.85% | Q3 2026 | Oct 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 7,438 | 864 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Achmea Investment Management B.V. | History | New | 7,700 | 862 | 0.01% | — | 187 | +7,700 | New | Q3 2026 | Oct 30, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 7,323 | 850 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Advantage, Inc. | History | Reduced | 7,445 | 833 | 0.1% | 0.12% | 189 | -853 | -10.28% | Q3 2026 | Oct 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,986 | 811 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 6,720 | 780 | 0.19% | 0.19% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS | History | No change | 6,561 | 762 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,537 | 759 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legend Financial Advisors, Inc. | History | No change | 6,474 | 752 | 0.43% | 0.43% | 194 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | No change | 6,647 | 743 | 0.15% | 0.16% | 195 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 6,389 | 742 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREENLEAF TRUST | History | Reduced | 6,590 | 737 | 0.01% | 0.01% | 197 | -132 | -1.96% | Q3 2026 | Oct 29, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,123 | 711 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 6,317 | 706 | 0.01% | 0.01% | 199 | -432 | -6.4% | Q3 2026 | Oct 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 6,045 | 702 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shelter Rock Management, LLC | History | No change | 6,120 | 690 | 0.64% | 0.69% | 201 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Amundi | History | No change | 5,897 | 685 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AVIVA PLC | History | No change | 5,592 | 649 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 5,116 | 615 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,274 | 612 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perpetual Ltd | History | No change | 5,412 | 605 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 5,349 | 598 | 0.01% | 0.02% | 207 | -7,867 | -59.53% | Q3 2026 | Oct 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 5,119 | 572 | 0.0% | 0.0% | 208 | +459 | 9.85% | Q3 2026 | Oct 30, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 4,906 | 570 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 4,790 | 556 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 4,716 | 547 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Morningstar Investment Management LLC | History | No change | 5,160 | 542 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,517 | 525 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,464 | 518 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | No change | 4,390 | 509 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 4,333 | 503 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Reduced | 4,441 | 496 | 0.01% | 0.02% | 217 | -2,592 | -36.85% | Q3 2026 | Oct 22, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 4,400 | 492 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| HighTower Advisors, LLC | History | No change | 4,198 | 487 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Walleye Capital LLC | History | No change | 4,200 | 487 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 4,307 | 481 | 0.1% | 0.12% | 221 | -301 | -6.53% | Q3 2026 | Oct 28, 2026 |
| US BANCORP \DE\ | History | No change | 4,085 | 474 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,974 | 461 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | New | 4,120 | 460 | 0.01% | — | 226 | +4,120 | New | Q3 2026 | Nov 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,966 | 460 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aurora Investment Counsel | History | No change | 3,960 | 460 | 0.24% | 0.24% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Boston Trust Walden Corp | History | No change | 4,050 | 453 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 4,038 | 451 | 0.0% | 0.0% | 228 | -642 | -13.72% | Q3 2026 | Oct 28, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 4,004 | 448 | 0.0% | 0.0% | 230 | -1,987 | -33.17% | Q3 2026 | Nov 03, 2026 |
| DnB Asset Management AS | History | No change | 3,859 | 448 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Truvestments Capital LLC | History | No change | 3,860 | 448 | 0.07% | 0.07% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 3,993 | 446 | 0.01% | 0.01% | 232 | +32 | 0.81% | Q3 2026 | Oct 23, 2026 |
| AE Wealth Management LLC | History | No change | 3,817 | 443 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| &PARTNERS | History | No change | 3,680 | 427 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSS LLC/IL | History | No change | 3,680 | 427 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,805 | 425 | 0.0% | 0.0% | 236 | +1,657 | 77.14% | Q3 2026 | Oct 16, 2026 |
| Summit Financial, LLC | History | No change | 3,656 | 424 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 3,772 | 422 | 0.01% | 0.01% | 238 | +40 | 1.07% | Q3 2026 | Nov 05, 2026 |
| Merit Financial Group, LLC | History | No change | 3,621 | 420 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 3,736 | 418 | 0.08% | 0.09% | 240 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| GROUPAMA ASSET MANAGMENT | History | No change | 3,590 | 418 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 3,586 | 417 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Procyon Advisors, LLC | History | New | 3,689 | 412 | 0.02% | — | 243 | +3,689 | New | Q3 2026 | Oct 21, 2026 |
| Tidal Investments LLC | History | No change | 3,489 | 405 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| nVerses Capital, LLC | History | No change | 3,305 | 383 | 0.59% | 0.59% | 245 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| M&T BANK CORP | History | No change | 3,271 | 380 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 3,195 | 371 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EWA, LLC | History | No change | 3,202 | 371 | 0.07% | 0.07% | 248 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 3,180 | 369 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 3,160 | 367 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,054 | 366 | 0.0% | 0.0% | 251 | +1,569 | 45.02% | Q3 2026 | Oct 23, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 3,195 | 357 | 0.02% | 0.02% | 252 | +35 | 1.11% | Q3 2026 | Oct 26, 2026 |
| Neuberger Berman Group LLC | History | No change | 3,076 | 357 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| XPONANCE LLC | History | Reduced | 3,141 | 351 | 0.0% | 0.0% | 254 | -295 | -8.59% | Q3 2026 | Nov 03, 2026 |
| Entropy Technologies, LP | History | No change | 2,972 | 345 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 2,977 | 345 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 2,941 | 341 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PDT Partners, LLC | History | No change | 2,900 | 336 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 2,867 | 333 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 2,993 | 332 | 0.01% | 0.01% | 260 | -35 | -1.16% | Q3 2026 | Oct 09, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 2,917 | 326 | 0.03% | 0.61% | 261 | -49,772 | -94.46% | Q3 2026 | Nov 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 2,804 | 325 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,895 | 323 | 0.0% | 0.0% | 263 | -2,407 | -45.4% | Q3 2026 | Oct 20, 2026 |
| West Family Investments, Inc. | History | No change | 2,784 | 323 | 0.09% | 0.09% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 2,839 | 317 | 0.01% | — | 265 | +2,839 | New | Q3 2026 | Nov 04, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 2,763 | 314 | 0.01% | 0.01% | 267 | +173 | 6.68% | Q3 2026 | Oct 20, 2026 |
| Mariner, LLC | History | No change | 2,711 | 314 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EDMP, INC. | History | Added to | 2,691 | 301 | 0.23% | 0.21% | 268 | +454 | 20.3% | Q3 2026 | Oct 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,672 | 299 | 0.0% | 0.0% | 269 | +84 | 3.25% | Q3 2026 | Oct 08, 2026 |
| Legal Advantage Investments, Inc. | History | New | 2,650 | 296 | 0.06% | — | 271 | +2,650 | New | Q3 2026 | Oct 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 2,649 | 296 | 0.0% | 0.0% | 270 | -237 | -8.21% | Q3 2026 | Oct 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,529 | 293 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LGT Group Foundation | History | No change | 2,530 | 293 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STEPHENS INC /AR/ | History | No change | 2,458 | 285 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ProShare Advisors LLC | History | Reduced | 2,532 | 283 | 0.0% | 0.0% | 275 | -185 | -6.81% | Q3 2026 | Oct 28, 2026 |
| Lombard Odier Asset Management (Switzerland) SA | History | No change | 2,430 | 282 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient IA LP | History | No change | 2,420 | 281 | 0.26% | 0.26% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,369 | 275 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jain Global LLC | History | No change | 2,340 | 271 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIROVA | History | No change | 2,319 | 269 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | New | 2,348 | 262 | 0.0% | — | 282 | +2,348 | New | Q3 2026 | Nov 04, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 2,263 | 262 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KRS Capital Management, LLC | History | No change | 2,293 | 256 | 0.11% | 0.12% | 283 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BANK OF HAWAII | History | No change | 2,203 | 255 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KBC Group NV | History | No change | 2,212 | 248 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Bull Harbor Capital LLC | History | No change | 2,073 | 240 | 0.05% | 0.05% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 2,127 | 237 | 0.01% | 0.01% | 287 | +88 | 4.32% | Q3 2026 | Oct 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,975 | 235 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,019 | 234 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,003 | 233 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paragon Capital Management Ltd | History | Added to | 2,075 | 232 | 0.04% | 0.05% | 291 | +5 | 0.24% | Q3 2026 | Oct 09, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 2,055 | 229 | 0.0% | 0.0% | 292 | +27 | 1.33% | Q3 2026 | Oct 21, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 1,933 | 224 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,920 | 223 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DANSKE BANK A/S | History | No change | 1,899 | 220 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nykredit A/S | History | No change | 1,893 | 219 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 1,856 | 215 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEEDS INVESTOR LLC | History | No change | 1,853 | 215 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, LLC | History | New | 1,837 | 213 | 0.0% | — | 299 | +1,837 | New | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 1,837 | 213 | 0.0% | — | 300 | +1,837 | New | Q3 2026 | Oct 20, 2026 |
| Strategic Investment Advisors / MI | History | No change | 1,794 | 208 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | No change | 1,841 | 205 | 0.02% | 0.02% | 302 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| INTRUST BANK NA | History | No change | 1,764 | 204 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ethic Inc. | History | Reduced | 1,806 | 202 | 0.0% | 0.0% | 304 | -503 | -21.78% | Q3 2026 | Nov 03, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 1,745 | 200 | 0.0% | 0.01% | 305 | -951 | -35.27% | Q3 2026 | Oct 26, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 1,727 | 200 | 0.02% | 0.02% | 306 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HURRICANE CAPITAL ADVISORS LLC | History | No change | 1,679 | 195 | 0.05% | 0.05% | 307 | 0 | 0.0% | Q2 2026 | Nov 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,605 | 186 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,503 | 168 | 0.0% | 0.0% | 309 | -1 | -0.07% | Q3 2026 | Nov 03, 2026 |
| Arax Advisory Partners | History | No change | 1,415 | 164 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Horizon Investments, LLC | History | No change | 1,254 | 145 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,195 | 133 | 0.0% | 0.0% | 312 | +486 | 68.55% | Q3 2026 | Oct 23, 2026 |
| Bayforest Capital Ltd | History | New | 1,159 | 129 | 0.19% | — | 314 | +1,159 | New | Q3 2026 | Nov 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,119 | 129 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | Added to | 1,132 | 126 | 0.0% | 0.0% | 315 | +144 | 14.57% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | No change | 1,043 | 121 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smithfield Trust Co | History | No change | 919 | 106 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 934 | 105 | 0.0% | 0.0% | 318 | +390 | 71.69% | Q3 2026 | Nov 04, 2026 |
| Axxion S.A. | History | New | 891 | 99 | 0.01% | — | 319 | +891 | New | Q3 2026 | Oct 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 873 | 97 | 0.0% | 0.0% | 320 | -7 | -0.8% | Q3 2026 | Nov 04, 2026 |
| UMB Bank, n.a. | History | No change | 792 | 92 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 708 | 82 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 673 | 78 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 629 | 70 | 0.01% | 0.01% | 324 | +11 | 1.78% | Q3 2026 | Oct 20, 2026 |
| Fulcrum Asset Management LLP | History | New | 618 | 69 | 0.0% | — | 326 | +618 | New | Q3 2026 | Nov 04, 2026 |
| J.Safra Asset Management Corp | History | No change | 625 | 69 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 560 | 65 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 555 | 64 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 518 | 60 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 519 | 60 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 533 | 59 | 0.01% | 0.02% | 331 | -54 | -9.2% | Q3 2026 | Oct 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 454 | 50 | 0.0% | 0.0% | 332 | -227 | -33.33% | Q3 2026 | Oct 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 403 | 46 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elyxium Wealth, LLC | History | New | 406 | 45 | 0.0% | — | 334 | +406 | New | Q3 2026 | Oct 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 382 | 44 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | New | 348 | 38 | 0.0% | — | 336 | +348 | New | Q3 2026 | Oct 21, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 286 | 32 | 0.02% | — | 338 | +286 | New | Q3 2026 | Oct 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 279 | 32 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 264 | 29 | 0.0% | 0.01% | 339 | -3,329 | -92.65% | Q3 2026 | Oct 16, 2026 |
| WPG Advisers, LLC | History | Reduced | 237 | 26 | 0.01% | 0.02% | 340 | -21 | -8.14% | Q3 2026 | Oct 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 228 | 25 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 178 | 19 | 0.0% | — | 342 | +178 | New | Q3 2026 | Oct 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 157 | 18 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 163 | 18 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Financially Speaking Inc | History | No change | 162 | 17 | 0.08% | 0.08% | 345 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Leonteq Securities AG | History | Reduced | 135 | 15 | 0.0% | 0.01% | 346 | -1,475 | -91.61% | Q3 2026 | Oct 29, 2026 |
| Park Place Capital Corp | History | No change | 131 | 15 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 131 | 14 | 0.01% | 0.01% | 348 | +1 | 0.77% | Q3 2026 | Oct 29, 2026 |
| WealthCollab, LLC | History | No change | 123 | 14 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nova Financial LLC | History | New | 101 | 11 | 0.0% | — | 352 | +101 | New | Q3 2026 | Nov 04, 2026 |
| SouthState Bank Corp | History | No change | 102 | 11 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | No change | 95 | 11 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Essential Partners LLC | History | Reduced | 90 | 10 | 0.0% | 0.01% | 356 | -82 | -47.67% | Q3 2026 | Oct 14, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 95 | 10 | 0.0% | 0.0% | 355 | +8 | 9.2% | Q3 2026 | Oct 28, 2026 |
| Larson Financial Group LLC | History | No change | 94 | 10 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 90 | 10 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 86 | 9 | 0.0% | 0.0% | 358 | +4 | 4.88% | Q3 2026 | Oct 26, 2026 |
| Clearstead Trust, LLC | History | No change | 78 | 9 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard National Trust Co | History | No change | 83 | 9 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 79 | 8 | 0.0% | — | 361 | +78 | 7800.0% | Q3 2026 | Nov 05, 2026 |
| Raleigh Capital Management Inc. | History | No change | 78 | 8 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 73 | 8 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortitude Family Office, LLC | History | Added to | 65 | 7 | 0.0% | 0.0% | 364 | +3 | 4.84% | Q3 2026 | Oct 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 63 | 7 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 68 | 7 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Sachetta, LLC | History | No change | 64 | 7 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 56 | 6 | 0.0% | — | 369 | +56 | New | Q3 2026 | Oct 30, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 59 | 6 | 0.0% | 0.0% | 368 | +48 | 436.36% | Q3 2026 | Oct 19, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 60 | 6 | 0.0% | 0.0% | 367 | -3 | -4.76% | Q3 2026 | Oct 22, 2026 |
| Laurel Wealth Advisors LLC | History | New | 50 | 5 | 0.0% | — | 374 | +50 | New | Q3 2026 | Oct 27, 2026 |
| Signature Equity Partners, LLC | History | Added to | 51 | 5 | 0.0% | — | 372 | +49 | 2450.0% | Q3 2026 | Oct 29, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 42 | 5 | 0.0% | — | 373 | +42 | New | Q3 2026 | Oct 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 52 | 5 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Bare Financial Services, Inc | History | No change | 52 | 5 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 43 | 4 | 0.0% | — | 380 | +43 | New | Q3 2026 | Oct 15, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 40 | 4 | 0.0% | 0.0% | 379 | +12 | 42.86% | Q3 2026 | Oct 27, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 41 | 4 | 0.0% | 0.0% | 377 | +2 | 5.13% | Q3 2026 | Nov 03, 2026 |
| High Note Wealth, LLC | History | Reduced | 38 | 4 | 0.0% | 0.0% | 378 | -1 | -2.56% | Q3 2026 | Oct 27, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 39 | 4 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 41 | 4 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 28 | 3 | 0.0% | 0.0% | 387 | +13 | 86.67% | Q3 2026 | Oct 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 30 | 3 | 0.0% | 0.0% | 381 | +8 | 36.36% | Q3 2026 | Oct 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 29 | 3 | 0.0% | 0.0% | 383 | +3 | 11.54% | Q3 2026 | Oct 27, 2026 |
| ASSETMARK, INC | History | Added to | 30 | 3 | 0.0% | 0.0% | 382 | +2 | 7.14% | Q3 2026 | Oct 21, 2026 |
| IFG Advisory, LLC | History | No change | 26 | 3 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 29 | 3 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 30 | 3 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SJS Investment Consulting Inc. | History | No change | 33 | 3 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 26 | 3 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 26 | 3 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 23 | 2 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | New | 16 | 1 | 0.0% | — | 405 | +16 | New | Q3 2026 | Oct 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 12 | 1 | 0.0% | 0.0% | 395 | +3 | 33.33% | Q3 2026 | Oct 27, 2026 |
| HM PAYSON & CO | History | No change | 11 | 1 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Versant Capital Management, Inc | History | No change | 12 | 1 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| SHP Wealth Management | History | No change | 14 | 1 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | No change | 12 | 1 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 17 | 1 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Valued Wealth Advisors LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Caitlin John, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Rialto Wealth Management, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Planning Strategies Inc. | History | No change | 13 | 1 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -49,126 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Candriam S.C.A. | History | Closed out | 0 | 0 | — | 0.02% | — | -33,176 | -100.0% | Q3 2026 | Nov 03, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,327 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,539 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,130 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,068 | -100.0% | Q3 2026 | Nov 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,972 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Archford Capital Strategies, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,872 | -100.0% | Q3 2026 | Oct 19, 2026 |
| INNEALTA CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,730 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Grove Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Coastline Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 27, 2026 |
| USA FINANCIAL FORMULAS | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 16, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Nov 02, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 15, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 15, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q3 2026 | Oct 27, 2026 |
| GODSEY & GIBB, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 14, 2026 |
| StrongBox Wealth, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 02, 2026 |
| Signature Resources Capital Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 16, 2026 |
| Manchester Capital Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Management Professionals, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Quaker Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Evolution Advisers, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LRI Investments, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Torren Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |