AUTONATION, INC. - AN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 2,361,210 | 438,689 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brave Warrior Advisors, LLC | History | No change | 1,524,124 | 283,166 | 6.17% | 6.17% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,411,486 | 262,239 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,362,839 | 253,201 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,570,255 | 247,217 | 0.04% | 0.05% | 5 | +63,390 | 4.21% | Q3 2026 | Nov 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,161,962 | 215,880 | 0.08% | 0.08% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 994,643 | 184,794 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 868,811 | 161,416 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 722,126 | 134,163 | 0.35% | 0.35% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 518,466 | 96,325 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 481,410 | 89,441 | 0.16% | 0.16% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 480,842 | 89,357 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 461,705 | 85,780 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 449,138 | 83,445 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LYRICAL ASSET MANAGEMENT LP | History | No change | 360,418 | 66,962 | 0.85% | 0.85% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 340,917 | 63,338 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 317,018 | 58,898 | 0.53% | 0.53% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORGES BANK | History | No change | 307,792 | 57,184 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 306,886 | 57,016 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 292,640 | 54,369 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 244,476 | 45,421 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GABELLI FUNDS LLC | History | No change | 233,350 | 43,354 | 0.28% | 0.28% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simcoe Capital Management, LLC | History | No change | 226,270 | 42,038 | 7.65% | 7.65% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 212,917 | 39,557 | 0.45% | 0.45% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 204,289 | 37,954 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 198,747 | 36,925 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 181,241 | 33,672 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 164,036 | 30,476 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 157,289 | 29,222 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | No change | 155,108 | 28,817 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Added to | 175,371 | 27,610 | 2.96% | 3.44% | 31 | +7,418 | 4.42% | Q3 2026 | Oct 28, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 146,109 | 27,145 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 171,599 | 27,016 | 0.47% | 0.57% | 33 | -15,370 | -8.22% | Q3 2026 | Oct 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 145,529 | 26,959 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 144,626 | 26,870 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 138,673 | 25,764 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 144,808 | 22,798 | 0.63% | 0.38% | 37 | +66,929 | 85.94% | Q3 2026 | Nov 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 120,734 | 22,431 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 113,312 | 21,052 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covalis Capital LLP | History | No change | 112,291 | 20,862 | 1.18% | 1.18% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 110,112 | 20,457 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 104,865 | 19,482 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 87,779 | 16,794 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 89,571 | 16,641 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 88,542 | 16,450 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 84,881 | 15,770 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 81,730 | 15,184 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 78,693 | 14,620 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 75,000 | 13,934 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkwood LLC | History | No change | 74,648 | 13,869 | 0.99% | 0.99% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | No change | 73,005 | 13,563 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 72,077 | 13,391 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 71,895 | 13,357 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 71,810 | 13,341 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 69,747 | 12,958 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 67,551 | 12,550 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Retirement Systems of Alabama | History | Added to | 79,095 | 12,452 | 0.04% | 0.04% | 57 | +11,522 | 17.05% | Q3 2026 | Nov 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 62,781 | 12,258 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 69,563 | 10,951 | 0.0% | 0.0% | 59 | +47,342 | 213.05% | Q3 2026 | Nov 04, 2026 |
| Mountain Lake Investment Management LLC | History | No change | 58,257 | 10,823 | 6.74% | 6.74% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 53,565 | 9,951 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 51,959 | 9,653 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Swiss National Bank | History | No change | 51,700 | 9,605 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 50,465 | 9,375 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 59,227 | 9,324 | 0.0% | 0.01% | 65 | +2,237 | 3.93% | Q3 2026 | Nov 02, 2026 |
| Legal & General Group Plc | History | No change | 45,280 | 8,412 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ING GROEP NV | History | No change | 44,936 | 8,348 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 43,312 | 8,047 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 41,785 | 7,762 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 40,715 | 7,564 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 39,940 | 7,421 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 39,379 | 7,316 | 0.09% | 0.09% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 37,838 | 7,029 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 37,463 | 6,960 | 0.17% | 0.17% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 36,838 | 6,844 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 36,811 | 6,839 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 36,355 | 6,754 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 36,003 | 6,689 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 35,620 | 6,617 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 35,264 | 6,551 | 0.1% | 0.1% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 33,483 | 6,220 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 31,366 | 5,827 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 30,469 | 5,661 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | No change | 29,754 | 5,527 | 0.45% | 0.45% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 29,520 | 5,484 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 28,496 | 5,294 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| South Dakota Investment Council | History | No change | 27,617 | 5,131 | 0.09% | 0.09% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 26,760 | 4,971 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 26,629 | 4,947 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 26,102 | 4,849 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 30,771 | 4,844 | 0.0% | 0.0% | 91 | +14,600 | 90.29% | Q3 2026 | Oct 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 25,540 | 4,745 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 25,065 | 4,656 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 24,431 | 4,540 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JB Capital LLC | History | Added to | 28,770 | 4,529 | 0.15% | 0.18% | 95 | +720 | 2.57% | Q3 2026 | Oct 19, 2026 |
| Neuberger Berman Group LLC | History | No change | 24,370 | 4,527 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 28,531 | 4,492 | 0.01% | 0.01% | 97 | +1,212 | 4.44% | Q3 2026 | Oct 22, 2026 |
| Hudson Bay Capital Management LP | History | No change | 22,681 | 4,213 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 22,393 | 4,160 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 22,227 | 4,129 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 21,968 | 4,081 | 0.21% | 0.21% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | History | No change | 20,521 | 4,072 | 2.09% | 2.09% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Inspire Investing, LLC | History | Added to | 25,852 | 4,070 | 0.17% | 0.18% | 103 | +1,989 | 8.34% | Q3 2026 | Oct 22, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 25,244 | 3,974 | 0.05% | 0.06% | 104 | -2,859 | -10.17% | Q3 2026 | Oct 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 21,154 | 3,930 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 21,040 | 3,912 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 20,917 | 3,886 | 0.1% | 0.1% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 24,632 | 3,878 | 0.0% | 0.0% | 108 | +4,447 | 22.03% | Q3 2026 | Nov 02, 2026 |
| HCR Wealth Advisors | History | Added to | 24,500 | 3,857 | 0.3% | 0.4% | 109 | +187 | 0.77% | Q3 2026 | Oct 15, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 20,202 | 3,753 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INVESTMENT HOUSE LLC | History | Reduced | 23,410 | 3,685 | 0.16% | 0.38% | 111 | -22,270 | -48.75% | Q3 2026 | Oct 21, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 19,766 | 3,672 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MMCAP International Inc. SPC | History | No change | 19,718 | 3,663 | 0.31% | 0.31% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 19,380 | 3,600 | 0.22% | 0.22% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | New | 22,455 | 3,535 | 0.0% | — | 115 | +22,455 | New | Q3 2026 | Nov 05, 2026 |
| PECAUT & CO. | History | Reduced | 22,310 | 3,512 | 1.02% | 1.33% | 116 | -1,260 | -5.35% | Q3 2026 | Oct 27, 2026 |
| Trexquant Investment LP | History | No change | 18,801 | 3,493 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 18,750 | 3,482 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 18,697 | 3,473 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| FOSTER & MOTLEY INC | History | No change | 17,492 | 3,250 | 0.15% | 0.15% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bridgewater Associates, LP | History | No change | 17,265 | 3,207 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HITE Hedge Asset Management LLC | History | No change | 16,994 | 3,157 | 0.17% | 0.17% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 16,527 | 3,070 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 16,509 | 3,067 | 0.61% | 0.61% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Garner Asset Management Corp | History | Reduced | 18,728 | 3,000 | 0.99% | 1.54% | 125 | -6,023 | -24.33% | Q3 2026 | Oct 29, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 15,882 | 2,950 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grove Bank & Trust | History | Reduced | 18,000 | 2,833 | 0.28% | 0.35% | 127 | -1,000 | -5.26% | Q3 2026 | Oct 08, 2026 |
| PDT Partners, LLC | History | No change | 15,200 | 2,824 | 0.15% | 0.15% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 14,588 | 2,710 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 14,331 | 2,662 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 22,151 | 2,655 | 0.0% | 0.01% | 131 | +70 | 0.32% | Q3 2026 | Oct 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 14,058 | 2,611 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 13,924 | 2,586 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantbot Technologies LP | History | No change | 13,673 | 2,540 | 0.1% | 0.1% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 13,597 | 2,526 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 13,493 | 2,507 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 13,300 | 2,471 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cunning Capital Partners, LP | History | No change | 12,777 | 2,374 | 0.96% | 0.96% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AGF MANAGEMENT LTD | History | New | 14,986 | 2,359 | 0.01% | — | 139 | +14,986 | New | Q3 2026 | Nov 03, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Reduced | 14,100 | 2,276 | 1.73% | 2.31% | 140 | -300 | -2.08% | Q3 2026 | Oct 22, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 12,118 | 2,251 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MetLife Investment Management, LLC | History | No change | 12,076 | 2,243 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 12,064 | 2,241 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 11,728 | 2,178 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Amundi | History | No change | 11,611 | 2,157 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Trail Advisors, LLC | History | No change | 11,379 | 2,114 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 13,307 | 2,095 | 0.02% | 0.03% | 147 | -24 | -0.18% | Q3 2026 | Oct 21, 2026 |
| Mork Capital Management, LLC | History | No change | 11,000 | 2,043 | 1.31% | 1.31% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 10,928 | 2,030 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Jupiter Topco LLC | History | No change | 10,758 | 2,000 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,756 | 1,998 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pathstone Holdings, LLC | History | No change | 10,745 | 1,996 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,650 | 1,978 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 10,634 | 1,975 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,542 | 1,958 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Treasurer of the State of North Carolina | History | No change | 10,488 | 1,949 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 10,354 | 1,923 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 10,247 | 1,903 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Handelsbanken Fonder AB | History | No change | 10,200 | 1,895 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 10,193 | 1,893 | 0.17% | 0.17% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | No change | 10,000 | 1,857 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | Reduced | 11,735 | 1,848 | 0.0% | 0.0% | 162 | -338 | -2.8% | Q3 2026 | Oct 22, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 9,783 | 1,817 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMALGAMATED BANK | History | Added to | 11,458 | 1,804 | 0.01% | 0.01% | 164 | +371 | 3.35% | Q3 2026 | Oct 23, 2026 |
| Elser Financial Planning, Inc | History | Added to | 6,964 | 1,735 | 0.08% | 0.07% | 165 | +232 | 3.45% | Q3 2026 | Oct 16, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,089 | 1,689 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 10,612 | 1,670 | 0.0% | 0.01% | 167 | +102 | 0.97% | Q3 2026 | Oct 20, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 8,986 | 1,669 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 8,808 | 1,636 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jefferies Financial Group Inc. | History | No change | 8,798 | 1,634 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Beau Ventures, LLc | History | No change | 10,042 | 1,581 | 0.15% | 0.2% | 171 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Davis Capital Management | History | Added to | 9,712 | 1,529 | 0.91% | 1.06% | 172 | +68 | 0.71% | Q3 2026 | Oct 08, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 9,376 | 1,476 | 0.01% | 0.02% | 173 | +64 | 0.69% | Q3 2026 | Oct 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,720 | 1,434 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Merit Financial Group, LLC | History | No change | 7,697 | 1,430 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cetera Investment Advisers | History | No change | 7,577 | 1,407 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | No change | 7,416 | 1,382 | 0.08% | 0.08% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 7,424 | 1,379 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meixler Investment Management, Ltd. | History | Added to | 8,724 | 1,373 | 0.74% | 0.37% | 179 | +5,132 | 142.87% | Q3 2026 | Nov 03, 2026 |
| Blueshift Asset Management, LLC | History | No change | 7,347 | 1,364 | 0.32% | 0.32% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,916 | 1,325 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 8,376 | 1,318 | 0.0% | 0.01% | 182 | -373 | -4.26% | Q3 2026 | Nov 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 7,019 | 1,304 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 6,972 | 1,295 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 6,924 | 1,286 | 0.21% | 0.21% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 6,904 | 1,282 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,887 | 1,279 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 6,746 | 1,254 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 6,567 | 1,220 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 6,554 | 1,217 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 7,700 | 1,212 | 0.02% | 0.02% | 191 | +400 | 5.48% | Q3 2026 | Oct 20, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 7,682 | 1,209 | 0.49% | 0.62% | 192 | -808 | -9.52% | Q3 2026 | Oct 23, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,498 | 1,207 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 7,664 | 1,206 | 0.0% | 0.0% | 194 | +214 | 2.87% | Q3 2026 | Nov 02, 2026 |
| Kendall Capital Management | History | Reduced | 7,560 | 1,190 | 0.2% | 0.24% | 195 | -100 | -1.31% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,493 | 1,179 | 0.01% | 0.02% | 196 | -149 | -1.95% | Q3 2026 | Oct 22, 2026 |
| Redwood Investment Management, LLC | History | No change | 6,305 | 1,171 | 0.12% | 0.12% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oak Thistle LLC | History | Reduced | 7,407 | 1,166 | 0.11% | 0.19% | 198 | -3,025 | -29.0% | Q3 2026 | Oct 21, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,200 | 1,151 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 6,188 | 1,149 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 6,177 | 1,148 | 0.07% | 0.07% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,124 | 1,122 | 0.0% | 0.0% | 202 | -601 | -7.78% | Q3 2026 | Nov 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 7,121 | 1,121 | 0.01% | 0.01% | 203 | +442 | 6.62% | Q3 2026 | Oct 16, 2026 |
| Arizona State Retirement System | History | Reduced | 7,070 | 1,113 | 0.01% | 0.01% | 204 | -34 | -0.48% | Q3 2026 | Nov 03, 2026 |
| Marshall Financial Group, LLC | History | No change | 5,987 | 1,112 | 0.16% | 0.16% | 205 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | No change | 5,955 | 1,106 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glenview Trust Co | History | No change | 7,000 | 1,102 | 0.01% | 0.02% | 207 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Quantum Portfolio Management LLC | History | No change | 5,677 | 1,054 | 0.38% | 0.38% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 5,667 | 1,052 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSS LLC/IL | History | No change | 5,662 | 1,051 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 5,661 | 1,051 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 5,645 | 1,048 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 6,607 | 1,040 | 0.01% | 0.01% | 213 | +215 | 3.36% | Q3 2026 | Oct 30, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 5,500 | 1,022 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | No change | 5,494 | 1,020 | 0.34% | 0.34% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 5,419 | 1,006 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brevan Howard Capital Management LP | History | No change | 5,316 | 987 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,231 | 971 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 6,155 | 969 | 0.0% | 0.01% | 219 | +147 | 2.45% | Q3 2026 | Nov 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 5,198 | 965 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 6,048 | 952 | 0.0% | 0.0% | 221 | +200 | 3.42% | Q3 2026 | Oct 27, 2026 |
| FORA Capital, LLC | History | No change | 5,042 | 937 | 0.06% | 0.06% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,013 | 931 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,757 | 906 | 0.0% | 0.0% | 224 | +127 | 2.26% | Q3 2026 | Nov 02, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 4,838 | 898 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTATE CORP | History | No change | 4,818 | 895 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 4,811 | 893 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Strategies Group, Inc. | History | No change | 4,484 | 890 | 0.14% | 0.14% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crewe Advisors LLC | History | No change | 4,761 | 884 | 0.06% | 0.06% | 229 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,619 | 858 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,585 | 851 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 5,365 | 844 | 0.01% | 0.01% | 232 | +200 | 3.87% | Q3 2026 | Oct 29, 2026 |
| HighTower Advisors, LLC | History | No change | 4,502 | 836 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SANDERS MORRIS HARRIS LLC | History | No change | 5,000 | 834 | 0.11% | 0.54% | 234 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 5,247 | 824 | 0.02% | 0.03% | 235 | -101 | -1.89% | Q3 2026 | Oct 09, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 4,356 | 809 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacer Advisors, Inc. | History | No change | 4,290 | 797 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAYPOINTE PARTNERS LLC | History | Reduced | 5,000 | 787 | 6.37% | 3.18% | 238 | -2,142 | -29.99% | Q3 2026 | Oct 22, 2026 |
| Virtu Financial LLC | History | No change | 4,204 | 781 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 4,120 | 765 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Callan Family Office, LLC | History | No change | 4,050 | 752 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Wyoming | History | Reduced | 4,767 | 750 | 0.06% | 0.11% | 242 | -1,271 | -21.05% | Q3 2026 | Oct 28, 2026 |
| Sivia Capital Partners, LLC | History | No change | 4,022 | 747 | 0.09% | 0.09% | 243 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| denkapparat Operations GmbH | History | No change | 3,786 | 703 | 0.23% | 0.23% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,758 | 698 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,638 | 675 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Pallas Capital Advisors LLC | History | No change | 3,610 | 670 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 4,243 | 668 | 0.01% | 0.01% | 248 | -19 | -0.45% | Q3 2026 | Oct 22, 2026 |
| NorthRock Partners, LLC | History | No change | 3,496 | 649 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perpetual Ltd | History | No change | 4,120 | 648 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Voleon Capital Management LP | History | No change | 3,439 | 638 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 4,041 | 636 | 0.01% | 0.01% | 252 | +677 | 20.12% | Q3 2026 | Nov 04, 2026 |
| Index Technologies Group LLC | History | No change | 3,417 | 634 | 0.51% | 0.51% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 3,394 | 633 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pictet Asset Management Holding SA | History | No change | 3,955 | 622 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| OPTIMIZE FINANCIAL INC. | History | No change | 3,313 | 615 | 0.22% | 0.22% | 256 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sound Capital Solutions LLC | History | No change | 3,313 | 615 | 0.14% | 0.14% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 3,230 | 600 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethic Inc. | History | Added to | 3,805 | 599 | 0.01% | 0.01% | 259 | +443 | 13.18% | Q3 2026 | Nov 03, 2026 |
| Bull Harbor Capital LLC | History | No change | 3,216 | 597 | 0.12% | 0.12% | 260 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | Added to | 3,724 | 586 | 0.01% | 0.01% | 261 | +2 | 0.05% | Q3 2026 | Oct 15, 2026 |
| Cottage Street Advisors LLC | History | No change | 3,700 | 582 | 0.22% | 0.27% | 262 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 3,011 | 559 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 3,457 | 544 | 0.12% | 0.14% | 265 | +108 | 3.22% | Q3 2026 | Oct 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,932 | 544 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | No change | 2,917 | 541 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,812 | 522 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,789 | 518 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vestcor Inc | History | No change | 2,782 | 517 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OP Asset Management Ltd | History | No change | 3,252 | 511 | 0.0% | 0.01% | 270 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 2,730 | 507 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,708 | 503 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 4,279 | 482 | 0.0% | 0.0% | 273 | +2,401 | 127.85% | Q3 2026 | Oct 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,570 | 477 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XPONANCE LLC | History | Reduced | 3,002 | 472 | 0.0% | 0.0% | 275 | -59 | -1.93% | Q3 2026 | Nov 03, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 2,982 | 469 | 0.19% | 0.24% | 276 | -141 | -4.51% | Q3 2026 | Oct 22, 2026 |
| Composition Wealth, LLC | History | No change | 2,476 | 460 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Added to | 2,892 | 455 | 0.18% | 0.22% | 278 | +1 | 0.03% | Q3 2026 | Oct 13, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 2,889 | 454 | 0.01% | 0.01% | 279 | -832 | -22.36% | Q3 2026 | Nov 03, 2026 |
| R Squared Ltd | History | No change | 2,442 | 453 | 0.24% | 0.24% | 280 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TBH Global Asset Management, LLC | History | No change | 2,855 | 449 | 0.08% | 0.1% | 281 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Sequent Asset Management, LLC | History | No change | 2,406 | 447 | 0.19% | 0.19% | 282 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 2,730 | 429 | 0.0% | 0.01% | 283 | +134 | 5.16% | Q3 2026 | Oct 27, 2026 |
| Lido Advisors, LLC | History | Added to | 2,714 | 427 | 0.0% | 0.0% | 285 | +1,521 | 127.49% | Q3 2026 | Nov 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,714 | 427 | 0.0% | 0.0% | 284 | -97 | -3.45% | Q3 2026 | Oct 30, 2026 |
| Empowered Funds, LLC | History | No change | 2,271 | 421 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leonteq Securities AG | History | Reduced | 2,671 | 420 | 0.02% | 0.04% | 287 | -4,010 | -60.02% | Q3 2026 | Oct 29, 2026 |
| INCEPTIONR LLC | History | No change | 2,246 | 417 | 0.1% | 0.1% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisor Resource Council | History | No change | 2,181 | 415 | 0.12% | 0.12% | 289 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Evercore Wealth Management, LLC | History | No change | 2,225 | 413 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 2,617 | 412 | 0.0% | 0.0% | 292 | +1,239 | 89.91% | Q3 2026 | Oct 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,215 | 412 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Achmea Investment Management B.V. | History | New | 2,600 | 409 | 0.0% | — | 293 | +2,600 | New | Q3 2026 | Oct 30, 2026 |
| Vident Advisory, LLC | History | No change | 2,178 | 404 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rafferty Asset Management, LLC | History | No change | 2,156 | 400 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 2,531 | 398 | 0.02% | 0.02% | 296 | -50 | -1.94% | Q3 2026 | Nov 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,115 | 393 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaGrep UK Ltd | History | No change | 2,113 | 392 | 0.12% | 0.12% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 1,894 | 389 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Crumly & Associates Inc. | History | Added to | 2,466 | 388 | 0.07% | 0.09% | 300 | +27 | 1.11% | Q3 2026 | Oct 07, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 2,445 | 384 | 0.0% | 0.0% | 301 | -14 | -0.57% | Q3 2026 | Oct 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 2,017 | 374 | 0.02% | 0.02% | 302 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 2,004 | 372 | 0.04% | 0.04% | 303 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 2,004 | 372 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 2,352 | 370 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Legacy Advisory Services, LLC | History | Reduced | 2,270 | 357 | 0.26% | 0.32% | 306 | -182 | -7.42% | Q3 2026 | Oct 20, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 1,884 | 350 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,814 | 337 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 1,813 | 336 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,976 | 326 | 0.0% | 0.0% | 310 | +534 | 37.03% | Q3 2026 | Oct 16, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 2,064 | 325 | 0.0% | 0.01% | 311 | +6 | 0.29% | Q3 2026 | Oct 27, 2026 |
| Independent Advisor Alliance | History | No change | 1,752 | 325 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 1,739 | 323 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 1,923 | 317 | 0.06% | 0.07% | 314 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Nykredit A/S | History | No change | 1,698 | 315 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Marathon Mission, Inc. | History | Added to | 1,976 | 311 | 0.16% | 0.16% | 316 | +296 | 17.62% | Q3 2026 | Oct 01, 2026 |
| Vise Technologies, Inc. | History | Reduced | 1,906 | 300 | 0.0% | 0.01% | 318 | -790 | -29.3% | Q3 2026 | Oct 28, 2026 |
| Integrated Advisors Network LLC | History | Added to | 1,909 | 300 | 0.01% | 0.02% | 317 | +129 | 7.25% | Q3 2026 | Oct 20, 2026 |
| HUB Investment Partners, LLC | History | New | 1,874 | 295 | 0.01% | — | 319 | +1,874 | New | Q3 2026 | Nov 03, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 1,577 | 292 | 0.03% | 0.03% | 320 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DnB Asset Management AS | History | No change | 1,569 | 291 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,526 | 283 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 1,796 | 282 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Frec Markets, Inc. | History | No change | 1,505 | 279 | 0.03% | 0.03% | 324 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,500 | 278 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 1,771 | 275 | 0.01% | 0.01% | 326 | -438 | -19.83% | Q3 2026 | Oct 13, 2026 |
| Curated Wealth Partners LLC | History | New | 1,724 | 271 | 0.02% | — | 328 | +1,724 | New | Q3 2026 | Oct 15, 2026 |
| Private Advisor Group, LLC | History | No change | 1,463 | 271 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | No change | 1,456 | 270 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,450 | 269 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 1,453 | 269 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 1,700 | 267 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,415 | 262 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McLean Asset Management Corp | History | No change | 1,230 | 261 | 0.03% | 0.03% | 334 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,649 | 259 | 0.0% | 0.0% | 336 | -52 | -3.06% | Q3 2026 | Oct 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,396 | 259 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 1,398 | 259 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 1,393 | 258 | 0.08% | 0.08% | 338 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 1,620 | 255 | 0.0% | 0.01% | 339 | +70 | 4.52% | Q3 2026 | Oct 23, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,377 | 255 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 1,357 | 252 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 1,600 | 251 | 0.03% | 0.03% | 342 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 1,540 | 248 | 0.0% | 0.01% | 343 | -837 | -35.21% | Q3 2026 | Oct 26, 2026 |
| SPWM Advisors LLC | History | No change | 1,208 | 248 | 0.23% | 0.23% | 344 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MQS Management LLC | History | No change | 1,305 | 242 | 0.3% | 0.3% | 345 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Leisure Capital Management | History | No change | 1,536 | 241 | 0.08% | 0.09% | 346 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 1,302 | 241 | 0.05% | 0.05% | 347 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Olympiad Research LP | History | New | 1,530 | 240 | 0.31% | — | 349 | +1,530 | New | Q3 2026 | Nov 04, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 1,529 | 240 | 0.03% | 0.04% | 348 | -5 | -0.33% | Q3 2026 | Oct 30, 2026 |
| NATIXIS | History | No change | 1,289 | 239 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Utah Retirement Systems | History | No change | 1,285 | 238 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verdence Capital Advisors LLC | History | No change | 1,502 | 236 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 1,500 | 236 | 0.04% | 0.05% | 353 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 1,490 | 234 | 0.02% | 0.02% | 354 | +84 | 5.97% | Q3 2026 | Oct 26, 2026 |
| HighPoint Advisor Group LLC | History | No change | 1,250 | 232 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fulcrum Asset Management LLP | History | New | 1,474 | 231 | 0.01% | — | 357 | +1,474 | New | Q3 2026 | Nov 04, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 1,248 | 231 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MBL Wealth, LLC | History | New | 1,441 | 226 | 0.01% | — | 360 | +1,441 | New | Q3 2026 | Oct 22, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 1,436 | 226 | 0.0% | 0.0% | 359 | +248 | 20.88% | Q3 2026 | Oct 21, 2026 |
| Curi Capital, LLC | History | No change | 1,218 | 226 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,207 | 224 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 1,400 | 220 | 0.02% | 0.03% | 362 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 1,399 | 220 | 0.08% | 0.08% | 363 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,188 | 220 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 1,174 | 218 | 0.08% | 0.08% | 365 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 1,380 | 217 | 0.01% | 0.01% | 366 | -140 | -9.21% | Q3 2026 | Oct 19, 2026 |
| Cambria Investment Management, L.P. | History | No change | 1,165 | 216 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 1,371 | 215 | 0.03% | 0.06% | 369 | -57 | -3.99% | Q3 2026 | Nov 04, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 1,159 | 215 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CURIO WEALTH, LLC | History | No change | 1,161 | 215 | 0.07% | 0.07% | 370 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DENALI ADVISORS LLC | History | No change | 1,129 | 209 | 0.02% | 0.02% | 371 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Graham Capital Management, L.P. | History | No change | 1,124 | 208 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet North America Advisors SA | History | No change | 1,320 | 207 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Optas, LLC | History | No change | 1,118 | 207 | 0.03% | 0.03% | 374 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,116 | 207 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Apella Capital, LLC | History | New | 1,310 | 204 | 0.0% | — | 376 | +1,310 | New | Q3 2026 | Oct 08, 2026 |
| COMMERCE BANK | History | No change | 1,092 | 202 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Manchester Capital Management LLC | History | No change | 1,145 | 180 | 0.02% | 0.03% | 378 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BFSG, LLC | History | Added to | 1,112 | 175 | 0.02% | 0.01% | 379 | +536 | 93.06% | Q3 2026 | Oct 30, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,100 | 173 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,063 | 167 | 0.01% | 0.01% | 381 | -882 | -45.35% | Q3 2026 | Nov 04, 2026 |
| Horizon Investments, LLC | History | No change | 889 | 165 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 864 | 160 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STRS OHIO | History | Added to | 1,013 | 159 | 0.0% | 0.0% | 384 | +144 | 16.57% | Q3 2026 | Oct 30, 2026 |
| UMB Bank, n.a. | History | No change | 803 | 149 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 913 | 143 | 0.0% | 0.0% | 386 | -195 | -17.6% | Q3 2026 | Oct 16, 2026 |
| Larson Financial Group LLC | History | No change | 687 | 127 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 744 | 117 | 0.0% | 0.0% | 388 | +93 | 14.29% | Q3 2026 | Oct 08, 2026 |
| GAMMA Investing LLC | History | Added to | 742 | 116 | 0.0% | 0.0% | 389 | +34 | 4.8% | Q3 2026 | Oct 08, 2026 |
| McMillan Office, Inc. | History | No change | 600 | 111 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 684 | 107 | 0.0% | 0.0% | 391 | -50 | -6.81% | Q3 2026 | Oct 22, 2026 |
| Community Financial Services Group, LLC | History | No change | 586 | 96 | 0.01% | 0.02% | 392 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Essential Partners LLC | History | Added to | 576 | 90 | 0.04% | 0.05% | 393 | +15 | 2.67% | Q3 2026 | Oct 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 472 | 87 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 537 | 84 | 0.0% | — | 395 | +537 | New | Q3 2026 | Oct 21, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 401 | 74 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 451 | 71 | 0.01% | 0.01% | 397 | +2 | 0.45% | Q3 2026 | Oct 27, 2026 |
| Quarry LP | History | No change | 374 | 69 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Family Offices, LLP | History | New | 423 | 66 | 0.02% | — | 400 | +423 | New | Q3 2026 | Nov 02, 2026 |
| True Wealth Design, LLC | History | Reduced | 425 | 66 | 0.02% | 0.02% | 399 | -120 | -22.02% | Q3 2026 | Oct 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 340 | 63 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 338 | 53 | 0.03% | 0.03% | 402 | +23 | 7.3% | Q3 2026 | Oct 21, 2026 |
| HM PAYSON & CO | History | No change | 280 | 52 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 315 | 49 | 0.0% | 0.0% | 404 | +122 | 63.21% | Q3 2026 | Oct 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 263 | 49 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Monetary Solutions, Ltd | History | No change | 310 | 48 | 0.04% | 0.05% | 406 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BESSEMER GROUP INC | History | No change | 255 | 47 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Reduced | 288 | 45 | 0.0% | 0.01% | 408 | -76 | -20.88% | Q3 2026 | Oct 01, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 266 | 41 | 0.0% | 0.0% | 410 | +193 | 264.38% | Q3 2026 | Oct 26, 2026 |
| Employees Retirement System of Texas | History | No change | 221 | 41 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 184 | 34 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Curat Global, LLC | History | No change | 220 | 34 | 0.03% | 0.03% | 412 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 188 | 34 | 0.03% | 0.03% | 413 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Parallel Advisors, LLC | History | Reduced | 211 | 33 | 0.0% | 0.0% | 414 | -145 | -40.73% | Q3 2026 | Nov 03, 2026 |
| CVA Family Office, LLC | History | No change | 167 | 31 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 167 | 31 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 185 | 29 | 0.0% | — | 417 | +185 | New | Q3 2026 | Oct 28, 2026 |
| Fortitude Family Office, LLC | History | Added to | 182 | 28 | 0.0% | 0.0% | 418 | +48 | 35.82% | Q3 2026 | Oct 14, 2026 |
| Penserra Capital Management LLC | History | No change | 146 | 27 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elyxium Wealth, LLC | History | New | 170 | 26 | 0.0% | — | 421 | +170 | New | Q3 2026 | Oct 27, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 170 | 26 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Heritage Wealth Advisors | History | No change | 138 | 25 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 135 | 25 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 141 | 22 | 0.0% | 0.0% | 424 | +9 | 6.82% | Q3 2026 | Oct 23, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 139 | 21 | 0.0% | 0.0% | 426 | +64 | 85.33% | Q3 2026 | Oct 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 117 | 21 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 97 | 18 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Life Planners | History | No change | 97 | 18 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 107 | 16 | 0.0% | 0.0% | 429 | +51 | 91.07% | Q3 2026 | Oct 21, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 100 | 15 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 100 | 15 | 0.01% | 0.02% | 431 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Financial Perspectives, Inc | History | No change | 100 | 15 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Private Wealth Management Group, LLC | History | No change | 98 | 15 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 74 | 13 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 79 | 12 | 0.0% | 0.0% | 435 | -240 | -75.24% | Q3 2026 | Oct 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 77 | 12 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 71 | 12 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 74 | 11 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 67 | 10 | 0.0% | 0.0% | 439 | -33 | -33.0% | Q3 2026 | Oct 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 59 | 10 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 45 | 8 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 45 | 8 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 39 | 7 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 38 | 7 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Olistico Wealth, LLC | History | No change | 50 | 7 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 45 | 7 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| WPG Advisers, LLC | History | No change | 50 | 7 | 0.0% | 0.01% | 447 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Markowski Investments | History | No change | 50 | 7 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Bogart Wealth, LLC | History | No change | 34 | 6 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Covestor Ltd | History | No change | 37 | 6 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 31 | 5 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Westfuller Advisors, LLC | History | No change | 30 | 5 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 28 | 5 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 29 | 4 | 0.0% | 0.0% | 454 | -49 | -62.82% | Q3 2026 | Oct 20, 2026 |
| MATHER GROUP, LLC. | History | New | 26 | 4 | 0.0% | — | 459 | +26 | New | Q3 2026 | Oct 14, 2026 |
| ASSETMARK, INC | History | Added to | 29 | 4 | 0.0% | — | 455 | +25 | 625.0% | Q3 2026 | Oct 21, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 23 | 4 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sachetta, LLC | History | No change | 23 | 4 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 31 | 4 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Activest Wealth Management | History | Reduced | 20 | 3 | 0.0% | 0.0% | 465 | -14 | -41.18% | Q3 2026 | Oct 15, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 23 | 3 | 0.0% | 0.0% | 466 | +7 | 43.75% | Q3 2026 | Oct 27, 2026 |
| North Star Investment Management Corp. | History | Added to | 24 | 3 | 0.0% | 0.0% | 461 | +2 | 9.09% | Q3 2026 | Oct 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 22 | 3 | 0.0% | 0.0% | 460 | -1 | -4.35% | Q3 2026 | Oct 22, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 20 | 3 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 21 | 3 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| WealthCollab, LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Copia Wealth Management | History | No change | 20 | 3 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MidFirst Bank | History | No change | 17 | 3 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 18 | 3 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 13 | 2 | 0.0% | 0.0% | 474 | +4 | 44.44% | Q3 2026 | Nov 03, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 11 | 2 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CX Institutional | History | No change | 13 | 2 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 14 | 2 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Valued Wealth Advisors LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Rossby Financial, LCC | History | No change | 11 | 2 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BOKF, NA | History | Reduced | 12 | 1 | 0.0% | 0.0% | 479 | -13 | -52.0% | Q3 2026 | Oct 27, 2026 |
| SBI Securities Co., Ltd. | History | New | 12 | 1 | 0.0% | — | 489 | +12 | New | Q3 2026 | Oct 21, 2026 |
| James T. Borello RIA | History | New | 12 | 1 | 0.0% | — | 490 | +12 | New | Q3 2026 | Oct 16, 2026 |
| Ascentis Independent Advisors | History | New | 9 | 1 | 0.0% | — | 488 | +9 | New | Q3 2026 | Nov 03, 2026 |
| Bare Financial Services, Inc | History | Reduced | 12 | 1 | 0.0% | 0.0% | 483 | -6 | -33.33% | Q3 2026 | Nov 04, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dunhill Financial, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard National Trust Co | History | No change | 7 | 1 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rakuten Securities, Inc. | History | No change | 10 | 1 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| JPL Wealth Management, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Signature Equity Partners, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Prosperitas Financial LLC | History | Closed out | 0 | 0 | — | 1.31% | — | -21,981 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | Closed out | 0 | 0 | — | 0.08% | — | -13,550 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -7,954 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Illinois Municipal Retirement Fund | History | Closed out | 0 | 0 | — | 0.01% | — | -6,515 | -100.0% | Q3 2026 | Nov 05, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,322 | -100.0% | Q3 2026 | Nov 04, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.02% | — | -2,684 | -100.0% | Q3 2026 | Nov 02, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,669 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,811 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,410 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Kenora Financial, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,168 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,146 | -100.0% | Q3 2026 | Oct 23, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,127 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -1,117 | -100.0% | Q3 2026 | Oct 09, 2026 |
| INNEALTA CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,115 | -100.0% | Q3 2026 | Nov 02, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -889 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -426 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 5 | 0 | — | 0.01% | — | -342 | -98.56% | Q3 2026 | Oct 29, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q3 2026 | Oct 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Coastline Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q3 2026 | Oct 01, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2026 | Nov 04, 2026 |
| High Note Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q3 2026 | Oct 09, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 29, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 15, 2026 |
| UMB Private Wealth Management, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 19, 2026 |
| Ascentis Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Nov 03, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 1 | 0 | — | — | — | -4 | -80.0% | Q3 2026 | Oct 30, 2026 |
| American Capital Advisory, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 28, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -3 | -50.0% | Q3 2026 | Oct 07, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Quaker Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 22, 2026 |
| MASECO LLP | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 27, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 16, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q3 2026 | Oct 15, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Oct 27, 2026 |
| GODSEY & GIBB, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 07, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| SHP Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TFC Financial Management, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Cromwell Holdings LLC | History | No change | 6 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| LRI Investments, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Planning Strategies Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |