AMERICAN SUPERCONDUCTOR CORP /DE/ - AMSC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 300 of
303 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 4,095,371 | 169,998 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,034,219 | 84,440 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 1,704,006 | 70,733 | 0.21% | 0.21% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 1,429,090 | 59,321 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,418,863 | 58,897 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,358,225 | 56,379 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,294,047 | 53,715 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,243,198 | 51,615 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,168,424 | 48,501 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | No change | 987,500 | 40,991 | 0.85% | 0.85% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 964,219 | 40,024 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AWM Investment Company, Inc. | History | No change | 951,604 | 39,501 | 3.43% | 3.43% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILLIE GIFFORD & CO | History | No change | 933,308 | 38,741 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 843,956 | 35,032 | 0.82% | 0.82% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Legal & General Group Plc | History | No change | 756,863 | 31,417 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 635,833 | 26,393 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 628,735 | 26,098 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 628,406 | 26,085 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Telemark Asset Management, LLC | History | No change | 600,000 | 24,906 | 1.8% | 1.8% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 555,821 | 23,072 | 0.19% | 0.19% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 538,955 | 22,372 | 0.79% | 0.79% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHERN TRUST CORP | History | No change | 433,792 | 18,006 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 429,628 | 17,833 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Ranger Investment Management, L.P. | History | No change | 405,266 | 16,822 | 1.06% | 1.06% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stephens Investment Management Group LLC | History | No change | 402,762 | 16,718 | 0.18% | 0.18% | 25 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 570,331 | 16,602 | 0.0% | 0.0% | 26 | -75,660 | -11.71% | Q3 2026 | Nov 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 399,125 | 16,567 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 375,515 | 15,587 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 366,845 | 15,227 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 366,437 | 15,210 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALGERT GLOBAL LLC | History | No change | 353,832 | 14,687 | 0.17% | 0.17% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 343,867 | 14,274 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 337,929 | 14,027 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 306,182 | 12,710 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 298,420 | 12,387 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beau Ventures, LLc | History | Reduced | 380,893 | 11,087 | 1.05% | 1.72% | 36 | -174 | -0.05% | Q3 2026 | Oct 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 250,573 | 10,401 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 230,903 | 9,584 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 292,441 | 8,512 | 0.0% | 0.0% | 39 | -40,779 | -12.24% | Q3 2026 | Nov 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 194,477 | 8,072 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 180,660 | 7,499 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 171,764 | 7,129 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN CAPITAL MANAGEMENT LLC | History | Added to | 239,521 | 6,972 | 1.32% | 0.57% | 43 | +171,365 | 251.43% | Q3 2026 | Oct 27, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 159,432 | 6,618 | 0.28% | 0.28% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 157,203 | 6,525 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 149,502 | 6,040 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 205,382 | 5,978 | 0.89% | 1.21% | 47 | -16,551 | -7.46% | Q3 2026 | Oct 19, 2026 |
| Palisades Investment Partners, LLC | History | Added to | 180,123 | 5,243 | 1.52% | 1.85% | 48 | +23,403 | 14.93% | Q3 2026 | Nov 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 119,001 | 4,941 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 111,856 | 4,643 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GMT CAPITAL CORP | History | No change | 108,066 | 4,485 | 0.23% | 0.23% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 106,216 | 4,409 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 148,137 | 4,312 | 0.0% | 0.0% | 53 | +4,169 | 2.9% | Q3 2026 | Nov 05, 2026 |
| Tidal Investments LLC | History | No change | 101,341 | 4,206 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 100,762 | 4,182 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 100,026 | 4,152 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 137,370 | 4,052 | 0.01% | 0.01% | 57 | +6,748 | 5.17% | Q3 2026 | Nov 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 96,740 | 4,015 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | No change | 95,716 | 3,973 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Defiance ETFs, LLC | History | No change | 99,395 | 3,967 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 91,267 | 3,788 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 88,600 | 3,677 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GROUP ONE TRADING LLC | History | No change | 87,222 | 3,620 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 85,244 | 3,538 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 85,215 | 3,537 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 83,306 | 3,458 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | No change | 78,620 | 3,263 | 0.16% | 0.16% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lumbard & Kellner, LLC | History | No change | 74,139 | 3,077 | 0.93% | 0.93% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 72,900 | 3,026 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 68,847 | 2,857 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 63,572 | 2,638 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Amundi | History | No change | 63,251 | 2,625 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 57,385 | 2,382 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARSHALL WACE, LLP | History | No change | 53,261 | 2,210 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 51,992 | 2,158 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 72,935 | 2,123 | 0.0% | 0.0% | 76 | -5,398 | -6.89% | Q3 2026 | Nov 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 50,888 | 2,112 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ALPS ADVISORS INC | History | Reduced | 70,356 | 2,048 | 0.01% | 0.02% | 78 | -16,031 | -18.56% | Q3 2026 | Nov 02, 2026 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | History | Added to | 69,566 | 2,025 | 0.15% | 0.21% | 79 | +2,229 | 3.31% | Q3 2026 | Oct 22, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 64,985 | 1,891 | 0.2% | — | 80 | +64,985 | New | Q3 2026 | Oct 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 54,720 | 1,852 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 42,728 | 1,773 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 60,595 | 1,764 | 0.0% | 0.01% | 83 | +31 | 0.05% | Q3 2026 | Nov 02, 2026 |
| Legato Capital Management LLC | History | No change | 41,369 | 1,717 | 0.14% | 0.14% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 56,717 | 1,651 | 0.05% | 0.05% | 85 | +10,697 | 23.24% | Q3 2026 | Oct 13, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 37,914 | 1,573 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 37,682 | 1,564 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 35,656 | 1,480 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 35,471 | 1,472 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 34,521 | 1,432 | 0.19% | 0.19% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 33,671 | 1,397 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 33,360 | 1,384 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 32,589 | 1,352 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 32,081 | 1,331 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 30,848 | 1,280 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 42,400 | 1,234 | 0.0% | 0.0% | 96 | +9,700 | 29.66% | Q3 2026 | Oct 30, 2026 |
| Portolan Capital Management, LLC | History | No change | 29,314 | 1,216 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 28,501 | 1,183 | 0.45% | 0.45% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 28,498 | 1,182 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MetLife Investment Management, LLC | History | No change | 27,526 | 1,142 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 39,031 | 1,136 | 0.0% | 0.0% | 101 | +17,365 | 80.15% | Q3 2026 | Nov 05, 2026 |
| Walleye Trading LLC | History | No change | 26,873 | 1,115 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Verity Asset Management, Inc. | History | Added to | 38,285 | 1,114 | 0.43% | 0.25% | 103 | +22,039 | 135.66% | Q3 2026 | Oct 30, 2026 |
| Round Rock Advisors LLC | History | No change | 26,431 | 1,097 | 0.14% | 0.14% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 35,018 | 1,019 | 0.0% | 0.0% | 105 | +22,849 | 187.76% | Q3 2026 | Nov 02, 2026 |
| Caption Management, LLC | History | No change | 24,500 | 1,016 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 24,343 | 1,010 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversified Trust Co | History | No change | 23,878 | 991 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quantum Private Wealth, LLC | History | Reduced | 33,623 | 978 | 0.25% | 0.36% | 109 | -200 | -0.59% | Q3 2026 | Oct 20, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 21,611 | 897 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 30,532 | 888 | 0.02% | 0.03% | 111 | -1,137 | -3.59% | Q3 2026 | Nov 03, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 30,162 | 878 | 0.01% | 0.01% | 112 | +102 | 0.34% | Q3 2026 | Oct 26, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 20,426 | 847 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Jupiter Topco LLC | History | No change | 20,134 | 835 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | No change | 20,000 | 830 | 0.09% | 0.09% | 115 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 19,427 | 806 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 18,751 | 778 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 18,455 | 766 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Reduced | 25,948 | 755 | 0.48% | 0.99% | 119 | -15,400 | -37.24% | Q3 2026 | Oct 30, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 18,079 | 750 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 17,067 | 708 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Truvestments Capital LLC | History | No change | 16,567 | 687 | 0.1% | 0.1% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 16,054 | 666 | 0.09% | 0.09% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 15,902 | 660 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 15,793 | 655 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Virtu Financial LLC | History | No change | 15,658 | 650 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 14,510 | 602 | 0.08% | 0.08% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inspire Advisors, LLC | History | No change | 14,450 | 599 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 13,900 | 576 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CIM, LLC | History | No change | 12,982 | 538 | 0.07% | 0.07% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 18,248 | 531 | 0.06% | 0.07% | 131 | +1,982 | 12.18% | Q3 2026 | Oct 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 12,652 | 526 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 18,025 | 524 | 0.0% | 0.0% | 133 | +2,981 | 19.82% | Q3 2026 | Nov 02, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 17,837 | 523 | 0.0% | — | 134 | +17,837 | New | Q3 2026 | Oct 27, 2026 |
| nVerses Capital, LLC | History | No change | 11,909 | 494 | 0.76% | 0.76% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 11,822 | 490 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 16,731 | 487 | 0.05% | 0.08% | 137 | -56 | -0.33% | Q3 2026 | Oct 26, 2026 |
| Summit Financial, LLC | History | No change | 11,622 | 482 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 16,370 | 476 | 0.02% | 0.03% | 139 | -119 | -0.72% | Q3 2026 | Oct 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,365 | 475 | 0.0% | 0.0% | 140 | +6,755 | 78.46% | Q3 2026 | Oct 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 11,422 | 474 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 11,407 | 473 | 0.08% | 0.08% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| F/m Investments LLC | History | No change | 11,400 | 473 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROI Financial Advisors, LLC | History | Added to | 15,355 | 446 | 0.23% | 0.28% | 146 | +2,513 | 19.57% | Q3 2026 | Oct 19, 2026 |
| CREDIT AGRICOLE S A | History | No change | 10,745 | 446 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 10,755 | 446 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atom Investors LP | History | No change | 10,696 | 443 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,539 | 437 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 10,354 | 429 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 10,239 | 425 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 10,100 | 419 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AVIVA PLC | History | No change | 10,066 | 417 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 9,988 | 414 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 9,978 | 414 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vident Advisory, LLC | History | No change | 9,698 | 402 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 13,320 | 387 | 0.0% | 0.0% | 156 | -19,278 | -59.14% | Q3 2026 | Nov 04, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 13,014 | 378 | 0.0% | 0.0% | 157 | -19,131 | -59.51% | Q3 2026 | Nov 04, 2026 |
| Clear Creek Financial Management, LLC | History | New | 12,900 | 375 | 0.03% | — | 158 | +12,900 | New | Q3 2026 | Oct 28, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 9,000 | 373 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 8,975 | 372 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arizona State Retirement System | History | Added to | 12,630 | 367 | 0.0% | 0.0% | 161 | +478 | 3.93% | Q3 2026 | Nov 03, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 8,819 | 366 | 0.16% | 0.16% | 162 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 8,325 | 345 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 8,637 | 343 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEB Asset Management AB | History | Added to | 11,416 | 332 | 0.0% | 0.0% | 166 | +6,430 | 128.96% | Q3 2026 | Nov 04, 2026 |
| Point72 Asset Management, L.P. | History | No change | 8,000 | 332 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 7,860 | 326 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fund Advisors of America Inc/FL | History | No change | 7,809 | 324 | 0.29% | 0.29% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Retirement Planning Group, LLC | History | No change | 11,000 | 320 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| HUB Investment Partners, LLC | History | New | 10,772 | 313 | 0.01% | — | 172 | +10,772 | New | Q3 2026 | Nov 03, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 10,792 | 313 | 0.0% | 0.0% | 171 | +646 | 6.37% | Q3 2026 | Oct 15, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 7,560 | 313 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 7,471 | 310 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | No change | 7,449 | 309 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 7,414 | 307 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 7,163 | 298 | 0.07% | 0.07% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 6,995 | 290 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Marex Group Ltd | History | No change | 6,900 | 286 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 9,547 | 277 | 0.0% | 0.0% | 179 | -133 | -1.37% | Q3 2026 | Oct 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 6,691 | 277 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 6,551 | 271 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 9,261 | 269 | 0.01% | — | 182 | +9,261 | New | Q3 2026 | Oct 22, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 6,318 | 262 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 6,312 | 262 | 0.06% | 0.06% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 6,044 | 250 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 5,908 | 245 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Park Capital Management, LLC / WI | History | New | 8,208 | 238 | 0.12% | — | 187 | +8,208 | New | Q3 2026 | Oct 13, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 5,730 | 237 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,550 | 230 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| STEPHENS INC /AR/ | History | No change | 5,450 | 226 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | No change | 5,372 | 222 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Kings Path Partners LLC | History | No change | 7,625 | 221 | 0.06% | 0.08% | 192 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 7,559 | 220 | 0.0% | 0.0% | 194 | +1,212 | 19.1% | Q3 2026 | Oct 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 5,313 | 220 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LETSON INVESTMENT MANAGEMENT, INC. | History | New | 7,458 | 217 | 0.08% | — | 195 | +7,458 | New | Q3 2026 | Nov 05, 2026 |
| Symmetry Partners, LLC | History | New | 7,340 | 213 | 0.01% | — | 196 | +7,340 | New | Q3 2026 | Oct 27, 2026 |
| M Holdings Securities, Inc. | History | New | 7,968 | 210 | 0.01% | — | 197 | +7,968 | New | Q3 2026 | Nov 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,836 | 201 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,277 | 177 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 4,045 | 167 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STRS OHIO | History | Added to | 5,200 | 151 | 0.0% | 0.0% | 201 | +1,500 | 40.54% | Q3 2026 | Oct 30, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,050 | 126 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 2,753 | 114 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,495 | 103 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,338 | 97 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,214 | 93 | 0.0% | 0.0% | 206 | +190 | 6.28% | Q3 2026 | Oct 21, 2026 |
| Freestone Grove Partners LP | History | No change | 2,228 | 92 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,919 | 79 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,692 | 78 | 0.0% | 0.0% | 209 | +2,604 | 2959.09% | Q3 2026 | Oct 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,556 | 64 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,140 | 62 | 0.0% | 0.0% | 211 | +2,005 | 1485.19% | Q3 2026 | Nov 03, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 1,842 | 53 | 0.02% | 0.03% | 212 | -455 | -19.81% | Q3 2026 | Oct 14, 2026 |
| KBC Group NV | History | Reduced | 1,613 | 47 | 0.0% | 0.0% | 213 | -22,465 | -93.3% | Q3 2026 | Oct 22, 2026 |
| Nykredit A/S | History | No change | 1,111 | 46 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,569 | 45 | 0.0% | 0.0% | 215 | +1,404 | 850.91% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | No change | 1,025 | 42 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 1,422 | 41 | 0.0% | 0.0% | 217 | +245 | 20.82% | Q3 2026 | Oct 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 810 | 33 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 753 | 31 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | Added to | 985 | 28 | 0.0% | 0.0% | 220 | +849 | 624.26% | Q3 2026 | Oct 14, 2026 |
| Dakota Community Bank & Trust NA | History | No change | 994 | 28 | 0.08% | 0.13% | 221 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| NewEdge Advisors, LLC | History | No change | 612 | 25 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 782 | 22 | 0.0% | 0.0% | 223 | +117 | 17.59% | Q3 2026 | Oct 01, 2026 |
| SWAN Capital LLC | History | No change | 550 | 22 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 504 | 20 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 386 | 16 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Trust, LLC | History | No change | 393 | 16 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | Added to | 540 | 15 | 0.0% | — | 229 | +518 | 2354.55% | Q3 2026 | Nov 05, 2026 |
| Essential Partners LLC | History | Added to | 548 | 15 | 0.01% | 0.01% | 230 | +161 | 41.6% | Q3 2026 | Oct 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 531 | 15 | 0.0% | 0.0% | 228 | -22 | -3.98% | Q3 2026 | Oct 20, 2026 |
| Archer Investment Corp | History | Added to | 500 | 14 | 0.0% | 0.0% | 232 | +400 | 400.0% | Q3 2026 | Nov 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 510 | 14 | 0.0% | 0.0% | 231 | +318 | 165.63% | Q3 2026 | Nov 04, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 329 | 13 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 301 | 12 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lavaca Capital LLC | History | No change | 280 | 11 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 271 | 11 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 348 | 10 | 0.0% | — | 238 | +348 | New | Q3 2026 | Oct 22, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 350 | 10 | 0.0% | 0.0% | 237 | +200 | 133.33% | Q3 2026 | Oct 22, 2026 |
| Polaris Financial Partners | History | New | 288 | 9 | 0.0% | — | 240 | +288 | New | Q3 2026 | Oct 02, 2026 |
| STANCE CAPITAL LLC | History | No change | 220 | 9 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 245 | 7 | 0.0% | — | 243 | +245 | New | Q3 2026 | Oct 21, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 252 | 7 | 0.0% | 0.0% | 242 | -80 | -24.1% | Q3 2026 | Oct 29, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 181 | 7 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 163 | 6 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | No change | 220 | 6 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 189 | 5 | 0.0% | 0.0% | 247 | -299 | -61.27% | Q3 2026 | Oct 23, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 192 | 5 | 0.0% | — | 250 | +189 | 6300.0% | Q3 2026 | Oct 26, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 185 | 5 | 0.0% | — | 253 | +185 | New | Q3 2026 | Oct 30, 2026 |
| IFP Advisors, Inc | History | Added to | 183 | 5 | 0.0% | 0.0% | 249 | +75 | 69.44% | Q3 2026 | Oct 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 130 | 5 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 139 | 5 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bullock Wealth Management Group | History | No change | 190 | 5 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 175 | 5 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Spire Wealth Management | History | Added to | 159 | 4 | 0.0% | 0.0% | 257 | +2 | 1.27% | Q3 2026 | Oct 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 104 | 4 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 119 | 4 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 100 | 4 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 122 | 4 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | No change | 95 | 3 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Wealth Partners | History | New | 89 | 2 | 0.0% | — | 265 | +89 | New | Q3 2026 | Oct 16, 2026 |
| True Wealth Design, LLC | History | Added to | 100 | 2 | 0.0% | 0.0% | 262 | +75 | 300.0% | Q3 2026 | Oct 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 100 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 100 | 2 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Kilter Group LLC | History | No change | 63 | 2 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aventura Private Wealth, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GK Wealth Management LLC | History | New | 38 | 1 | 0.0% | — | 269 | +38 | New | Q3 2026 | Oct 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 40 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -164,450 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Andrew Hill Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.48% | — | -15,496 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Wellington Shields Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,565 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Pictet Asset Management Holding SA | History | Closed out | 0 | 0 | — | 0.0% | — | -6,435 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Yorktown Management & Research Co Inc | History | Closed out | 0 | 0 | — | 0.16% | — | -6,400 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,224 | -100.0% | Q3 2026 | Oct 15, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Closed out | 0 | 0 | — | 0.03% | — | -5,623 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -5,575 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Granite Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,420 | -100.0% | Q3 2026 | Nov 04, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,000 | -100.0% | Q3 2026 | Oct 19, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -3,675 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -899 | -99.89% | Q3 2026 | Oct 30, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -794 | -100.0% | Q3 2026 | Nov 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -613 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -406 | -100.0% | Q3 2026 | Oct 07, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Wellington Shields & Co., LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2026 | Nov 03, 2026 |
| JNBA Financial Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q3 2026 | Nov 03, 2026 |
| US BANCORP \DE\ | History | Reduced | 6 | 0 | — | 0.0% | — | -55 | -90.16% | Q3 2026 | Nov 05, 2026 |
| Parkside Financial Bank & Trust | History | New | 32 | 0 | — | — | — | +32 | New | Q3 2026 | Oct 27, 2026 |
| Burk Holdings LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q3 2026 | Nov 04, 2026 |
| Bell Investment Advisors, Inc | History | New | 17 | 0 | — | — | — | +17 | New | Q3 2026 | Oct 28, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Oct 20, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Nov 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 13 | 0 | — | — | — | -8 | -38.1% | Q3 2026 | Oct 05, 2026 |
| Ascentis Wealth Management, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Nov 03, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| JPL Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |