ARES CAPITAL CORP - ARCC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 17,022,990 | 315,436 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 13,790,055 | 255,529 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 13,306,095 | 246,561 | 0.15% | 0.15% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 10,657,085 | 197,475 | 0.74% | 0.74% | 4 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 8,935,191 | 165,569 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 7,850,659 | 145,315 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Generali Asset Management SPA SGR | History | No change | 7,547,995 | 139,864 | 2.53% | 2.53% | 7 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Legal & General Group Plc | History | No change | 6,510,302 | 120,538 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 5,886,022 | 109,067 | 0.08% | 0.08% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 4,437,109 | 82,219 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,122,134 | 76,387 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 4,050,137 | 75,049 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 4,029,149 | 74,660 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 3,870,130 | 71,713 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,548,186 | 65,747 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Capital Management, LLC | History | No change | 3,407,463 | 63,140 | 0.67% | 0.67% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 3,275,333 | 62,558 | 1.05% | 0.97% | 17 | -92,247 | -2.74% | Q3 2026 | Oct 01, 2026 |
| Evercore Wealth Management, LLC | History | No change | 3,007,303 | 55,725 | 0.79% | 0.79% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 2,907,012 | 53,866 | 0.32% | 0.32% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARES MANAGEMENT LLC | History | No change | 2,783,165 | 51,572 | 2.25% | 2.25% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | No change | 2,766,368 | 51,260 | 2.3% | 2.3% | 21 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,692,567 | 49,893 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,677,282 | 49,610 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,640,857 | 48,935 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 2,446,785 | 45,338 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allen Investment Management, LLC | History | No change | 2,441,585 | 45,242 | 0.54% | 0.54% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,289,056 | 42,416 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Muzinich & Co., Inc. | History | No change | 2,250,333 | 41,698 | 14.24% | 14.24% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Progeny 3, Inc. | History | No change | 2,224,728 | 41,224 | 2.13% | 2.13% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,138,606 | 39,630 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 2,128,070 | 39,433 | 0.08% | 0.08% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,040,894 | 37,817 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Border to Coast Pensions Partnership Ltd | History | No change | 2,000,000 | 37,030 | 0.55% | 0.55% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,826,000 | 33,835 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 1,815,100 | 33,633 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 1,716,046 | 31,798 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Altshuler Shaham Ltd | History | No change | 1,650,000 | 30,574 | 0.38% | 0.38% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 1,617,724 | 29,875 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 1,575,211 | 29,188 | 0.43% | 0.43% | 39 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cetera Investment Advisers | History | No change | 1,404,371 | 26,023 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,388,870 | 25,735 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Michael & Susan Dell Foundation | History | No change | 1,358,256 | 25,168 | 0.66% | 0.66% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPINNAKER TRUST | History | No change | 1,322,033 | 24,497 | 1.19% | 1.19% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BRUNI J V & CO /CO | History | No change | 1,266,283 | 23,464 | 2.14% | 2.14% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,201,925 | 22,271 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,190,158 | 22,053 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| STEPHENS INC /AR/ | History | No change | 1,186,676 | 21,989 | 0.25% | 0.25% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 1,204,285 | 21,935 | 0.11% | 0.11% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,177,508 | 21,819 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 1,116,916 | 20,696 | 0.25% | 0.25% | 50 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,094,339 | 20,278 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,081,390 | 20,038 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,057,668 | 19,598 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 1,021,522 | 18,928 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 862,770 | 15,987 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 844,971 | 15,657 | 0.75% | 0.75% | 56 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 835,189 | 15,476 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 828,699 | 15,355 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Focus Partners Wealth | History | No change | 813,829 | 15,080 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 783,779 | 14,523 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 781,116 | 14,474 | 0.71% | 0.71% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lido Advisors, LLC | History | No change | 776,654 | 14,388 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | No change | 725,864 | 13,450 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Estate Planners Group, LLC | History | No change | 725,110 | 13,436 | 6.08% | 6.08% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 720,251 | 13,346 | 0.91% | 0.91% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Naviter Wealth, LLC | History | No change | 712,665 | 13,205 | 1.2% | 1.2% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 697,924 | 12,932 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LGT Group Foundation | History | No change | 668,973 | 12,396 | 0.14% | 0.14% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 664,980 | 12,322 | 0.46% | 0.46% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 650,794 | 12,059 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 635,482 | 11,775 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Walleye Trading LLC | History | No change | 600,900 | 11,134 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 580,351 | 10,753 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HBK INVESTMENTS L P | History | No change | 579,700 | 10,741 | 0.1% | 0.1% | 74 | 0 | 0.0% | Q2 2026 | Sep 16, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 571,386 | 10,633 | 0.21% | 0.21% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STATE STREET CORP | History | No change | 555,592 | 10,295 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| CITIGROUP INC | History | No change | 545,586 | 10,109 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Columbus Macro, LLC | History | No change | 543,378 | 10,068 | 0.98% | 0.98% | 78 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 536,600 | 9,943 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 520,151 | 9,638 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PEAK6 LLC | History | No change | 516,200 | 9,565 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bell Bank | History | No change | 515,804 | 9,557 | 0.36% | 0.36% | 82 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Jefferies Financial Group Inc. | History | No change | 495,452 | 9,180 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OPPENHEIMER & CO INC | History | No change | 472,826 | 8,761 | 0.09% | 0.09% | 84 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Melia Wealth LLC | History | No change | 460,440 | 8,531 | 4.91% | 4.91% | 85 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 460,273 | 8,528 | 0.16% | 0.16% | 86 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | No change | 453,599 | 8,425 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 453,206 | 8,397 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GRITSTONE ASSET MANAGEMENT LLC | History | No change | 447,088 | 8,284 | 7.97% | 7.97% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 440,202 | 8,156 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 439,021 | 8,135 | 0.53% | 0.53% | 91 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Invesco Ltd. | History | No change | 435,125 | 8,062 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 427,000 | 7,912 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 425,878 | 7,891 | 0.39% | 0.39% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LGT Fund Management Co Ltd. | History | No change | 416,290 | 7,713 | 0.32% | 0.32% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisors Asset Management, Inc. | History | No change | 412,592 | 7,645 | 0.12% | 0.12% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 406,876 | 7,539 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 406,494 | 7,532 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 402,294 | 7,454 | 0.07% | 0.07% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 398,194 | 7,378 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| one8zero8, LLC | History | No change | 397,430 | 7,364 | 1.46% | 1.46% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 396,855 | 7,353 | 0.11% | 0.11% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gilbert & Cook, Inc. | History | No change | 394,800 | 7,315 | 0.84% | 0.84% | 103 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prairiewood Capital, LLC | History | No change | 384,360 | 7,122 | 1.85% | 1.85% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Trinity Financial Advisors LLC | History | No change | 374,036 | 6,930 | 1.78% | 1.78% | 105 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Enstar Group LTD | History | No change | 373,146 | 6,914 | 3.2% | 3.2% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 363,137 | 6,728 | 0.29% | 0.29% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 358,827 | 6,649 | 0.67% | 0.67% | 108 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mutual Advisors, LLC | History | No change | 354,730 | 6,573 | 0.12% | 0.12% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DENALI ADVISORS LLC | History | No change | 354,445 | 6,567 | 0.66% | 0.66% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | No change | 349,945 | 6,484 | 0.28% | 0.28% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smith Asset Management Co., LLC | History | No change | 349,766 | 6,481 | 5.1% | 5.1% | 112 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | No change | 345,778 | 6,407 | 3.12% | 3.12% | 113 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SCS Capital Management LLC | History | No change | 345,103 | 6,394 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 343,851 | 6,371 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SFMG, LLC | History | No change | 342,928 | 6,354 | 0.38% | 0.38% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caption Management, LLC | History | No change | 339,000 | 6,281 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carnegie Investment Counsel | History | No change | 334,801 | 6,203 | 0.12% | 0.12% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Blume Capital Management, Inc. | History | No change | 330,490 | 6,123 | 0.9% | 0.9% | 119 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 326,616 | 6,052 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 324,360 | 6,010 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 305,610 | 5,662 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sargent Investment Group, LLC | History | No change | 301,155 | 5,580 | 0.67% | 0.67% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Obermeyer Wealth Partners | History | No change | 296,701 | 5,497 | 0.22% | 0.22% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Creative Planning | History | No change | 284,299 | 5,268 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 282,421 | 5,262 | 0.31% | 0.31% | 126 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PAYDEN & RYGEL | History | No change | 275,660 | 5,108 | 0.39% | 0.39% | 127 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | No change | 275,000 | 5,095 | 0.11% | 0.11% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baugh & Associates, LLC | History | No change | 268,304 | 4,971 | 2.2% | 2.2% | 129 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | No change | 267,446 | 4,955 | 0.43% | 0.43% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 265,633 | 4,922 | 1.1% | 1.1% | 131 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 264,044 | 4,892 | 0.09% | 0.09% | 132 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 258,693 | 4,793 | 0.08% | 0.08% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mirador Capital Partners LP | History | No change | 257,143 | 4,764 | 0.58% | 0.58% | 134 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 247,203 | 4,738 | 0.68% | 0.68% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meridian Wealth Management, LLC | History | No change | 253,713 | 4,701 | 0.14% | 0.14% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 250,049 | 4,633 | 0.25% | 0.25% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TICINO WEALTH | History | No change | 243,855 | 4,518 | 1.42% | 1.42% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bank of New York Mellon Corp | History | No change | 237,789 | 4,406 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 224,251 | 4,155 | 0.78% | 0.78% | 140 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Perennial Advisors, LLC | History | No change | 224,244 | 4,155 | 0.64% | 0.64% | 141 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 223,214 | 4,136 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Family Manage LLC | History | No change | 220,010 | 4,076 | 0.42% | 0.42% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 217,126 | 4,023 | 0.3% | 0.3% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Truvestments Capital LLC | History | No change | 214,953 | 3,983 | 0.59% | 0.59% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 199,404 | 3,694 | 0.24% | 0.24% | 146 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Challenger Wealth Management | History | No change | 196,435 | 3,639 | 2.68% | 2.68% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 196,071 | 3,633 | 0.09% | 0.09% | 148 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Arax Advisory Partners | History | No change | 195,960 | 3,631 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LFG Wealth Partners, LLC | History | No change | 195,003 | 3,613 | 1.69% | 1.69% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Intellectus Partners, LLC | History | No change | 194,385 | 3,601 | 0.62% | 0.62% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STABLEFORD CAPITAL II LLC | History | No change | 192,802 | 3,572 | 1.24% | 1.24% | 152 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Waverly Advisors, LLC | History | No change | 192,694 | 3,570 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 191,952 | 3,556 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avior Wealth Management, LLC | History | No change | 188,289 | 3,488 | 0.09% | 0.09% | 155 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 187,290 | 3,470 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 186,217 | 3,450 | 0.07% | 0.07% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | No change | 182,377 | 3,379 | 0.07% | 0.07% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkwood LLC | History | No change | 178,402 | 3,306 | 0.24% | 0.24% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BBR PARTNERS, LLC | History | No change | 178,163 | 3,301 | 0.15% | 0.15% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Whipplewood Advisors, LLC | History | No change | 177,662 | 3,292 | 2.22% | 2.22% | 161 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 175,676 | 3,255 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 174,299 | 3,229 | 0.12% | 0.12% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Providence Capital Advisors, LLC | History | No change | 173,517 | 3,215 | 0.49% | 0.49% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Select Advisors, LLC | History | No change | 171,613 | 3,179 | 1.34% | 1.34% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sigma Planning Corp | History | No change | 171,155 | 3,171 | 0.08% | 0.08% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 165,280 | 3,103 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arkadios Wealth Advisors | History | No change | 165,718 | 3,070 | 0.05% | 0.05% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independent Advisor Alliance | History | No change | 164,459 | 3,047 | 0.07% | 0.07% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AA Financial Advisors, LLC | History | No change | 164,209 | 3,042 | 0.37% | 0.37% | 170 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Curated Wealth Partners LLC | History | No change | 161,868 | 2,999 | 0.35% | 0.35% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 161,597 | 2,994 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 155,429 | 2,880 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Waterloo Capital, L.P. | History | No change | 155,301 | 2,877 | 0.16% | 0.16% | 174 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 154,261 | 2,858 | 0.14% | 0.14% | 175 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | No change | 153,949 | 2,852 | 0.15% | 0.15% | 176 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Prospera Financial Services Inc | History | No change | 152,696 | 2,829 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Argent Trust Co | History | No change | 151,031 | 2,798 | 0.08% | 0.08% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Advisory, LLC | History | No change | 150,224 | 2,783 | 0.23% | 0.23% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 150,000 | 2,779 | 0.2% | 0.2% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plan Group Financial, LLC | History | No change | 147,018 | 2,724 | 0.56% | 0.56% | 181 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cottage Street Advisors LLC | History | No change | 145,471 | 2,697 | 1.04% | 1.04% | 182 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FourThought Financial Partners, LLC | History | No change | 142,819 | 2,646 | 0.2% | 0.2% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 141,885 | 2,629 | 0.25% | 0.25% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 140,341 | 2,600 | 0.07% | 0.07% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 139,984 | 2,593 | 0.16% | 0.16% | 186 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Taylor Frigon Capital Management LLC | History | No change | 136,284 | 2,525 | 1.18% | 1.18% | 187 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 134,631 | 2,494 | 0.07% | 0.07% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Financial, LLC | History | No change | 134,094 | 2,484 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brendel Financial Advisors LLC | History | No change | 133,968 | 2,482 | 1.15% | 1.15% | 190 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SlateStone Wealth, LLC | History | No change | 130,395 | 2,416 | 0.19% | 0.19% | 191 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Elemental Capital Partners LLC | History | No change | 128,732 | 2,385 | 0.5% | 0.5% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 120,376 | 2,230 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 119,790 | 2,219 | 0.06% | 0.06% | 194 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| M&G Plc | History | No change | 115,000 | 2,185 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN ADVISORY INC | History | No change | 116,448 | 2,157 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 116,224 | 2,153 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integras Partners LLC | History | No change | 114,757 | 2,126 | 1.17% | 1.17% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| P.A.W. CAPITAL CORP | History | No change | 114,400 | 2,119 | 1.65% | 1.65% | 199 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONECO ADVISORS, LLC | History | No change | 114,350 | 2,118 | 0.13% | 0.13% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| United Advisor Group, LLC | History | No change | 113,090 | 2,095 | 0.22% | 0.22% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 111,289 | 2,062 | 0.06% | 0.06% | 202 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Welch Financial Planning, LLC | History | No change | 110,981 | 2,056 | 1.2% | 1.2% | 203 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Palogic Value Management, L.P. | History | No change | 110,948 | 2,055 | 0.68% | 0.68% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orographic Financial Advisors, LLC | History | No change | 103,345 | 2,053 | 1.36% | 1.36% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLOBAL STRATEGIC MANAGEMENT INC | History | No change | 108,192 | 2,009 | 1.55% | 1.55% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 106,532 | 1,974 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 105,321 | 1,951 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 104,633 | 1,938 | 0.14% | 0.14% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 102,473 | 1,898 | 0.48% | 0.48% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HB Wealth Management, LLC | History | No change | 101,316 | 1,877 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 100,816 | 1,868 | 1.02% | 1.02% | 212 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 100,374 | 1,859 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sanctuary Advisors, LLC | History | No change | 99,665 | 1,846 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 98,856 | 1,831 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savvy Advisors, Inc. | History | No change | 98,491 | 1,825 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 97,235 | 1,801 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Black Swift Group, LLC | History | No change | 96,440 | 1,787 | 0.26% | 0.26% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 96,360 | 1,785 | 0.06% | 0.06% | 219 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IEQ CAPITAL, LLC | History | No change | 96,304 | 1,784 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BankPlus Trust Department | History | No change | 96,072 | 1,780 | 0.42% | 0.42% | 221 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 95,903 | 1,777 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Essex Financial Services, Inc. | History | No change | 95,662 | 1,772 | 0.09% | 0.09% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARSHALL WACE, LLP | History | No change | 95,503 | 1,769 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | No change | 94,125 | 1,744 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 91,411 | 1,694 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 89,789 | 1,663 | 0.32% | 0.32% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NFSG Corp | History | No change | 88,153 | 1,633 | 0.2% | 0.2% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 87,325 | 1,618 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 85,637 | 1,586 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 84,572 | 1,567 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 84,392 | 1,563 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 84,207 | 1,560 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New Hampshire | History | No change | 84,128 | 1,558 | 0.33% | 0.33% | 234 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WHITTIER TRUST CO | History | No change | 83,330 | 1,546 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 83,389 | 1,545 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 83,309 | 1,543 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 82,693 | 1,532 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 81,837 | 1,516 | 0.45% | 0.45% | 239 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 81,266 | 1,505 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 80,850 | 1,498 | 0.46% | 0.46% | 241 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Register Financial Advisors LLC | History | No change | 80,038 | 1,483 | 0.45% | 0.45% | 242 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stiles Financial Services Inc | History | No change | 79,696 | 1,476 | 0.37% | 0.37% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 79,181 | 1,467 | 0.04% | 0.04% | 244 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 79,012 | 1,464 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ayrshire Capital Management LLC | History | No change | 78,749 | 1,459 | 0.68% | 0.68% | 246 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Eos Management, L.P. | History | No change | 78,500 | 1,454 | 0.58% | 0.58% | 247 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bramshill Investments, LLC | History | No change | 77,871 | 1,442 | 0.11% | 0.11% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DELPHI FINANCIAL GROUP, INC. | History | No change | 77,000 | 1,426 | 0.7% | 0.7% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 76,673 | 1,420 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RDA Financial Network | History | No change | 76,633 | 1,420 | 0.31% | 0.31% | 251 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Marble Wealth, LLC | History | No change | 76,661 | 1,420 | 0.22% | 0.22% | 252 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Midwest Professional Planners, LTD. | History | No change | 76,617 | 1,419 | 0.28% | 0.28% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Essential Investment Partners LLC | History | No change | 76,496 | 1,417 | 1.14% | 1.14% | 254 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| 1832 Asset Management L.P. | History | No change | 76,300 | 1,413 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 76,250 | 1,412 | 0.12% | 0.12% | 256 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Global Retirement Partners, LLC | History | No change | 75,075 | 1,391 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 73,602 | 1,363 | 0.08% | 0.08% | 258 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Western Wealth Management, LLC | History | No change | 73,575 | 1,363 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | No change | 71,285 | 1,320 | 0.19% | 0.19% | 260 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Linden Thomas Advisory Services, LLC | History | No change | 71,192 | 1,319 | 0.11% | 0.11% | 261 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Banque Cantonale Vaudoise | History | No change | 70,000 | 1,297 | 0.18% | 0.18% | 262 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Independent Wealth Network Inc. | History | No change | 69,058 | 1,279 | 0.33% | 0.33% | 263 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HRT FINANCIAL LP | History | No change | 68,813 | 1,275 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 68,479 | 1,268 | 0.4% | 0.4% | 265 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 67,752 | 1,255 | 0.36% | 0.36% | 266 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 67,704 | 1,254 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Tidal Investments LLC | History | No change | 66,297 | 1,228 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 66,100 | 1,224 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 66,099 | 1,224 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 65,900 | 1,221 | 0.2% | 0.2% | 271 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wealthfront Advisers LLC | History | No change | 63,286 | 1,172 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VPR Management LLC | History | No change | 63,254 | 1,172 | 0.47% | 0.47% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elgethun Capital Management | History | No change | 62,740 | 1,162 | 0.16% | 0.16% | 274 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 62,529 | 1,158 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | No change | 62,500 | 1,158 | 0.6% | 0.6% | 276 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GoalVest Advisory LLC | History | Added to | 60,475 | 1,155 | 0.2% | 0.2% | 277 | +2,238 | 3.84% | Q3 2026 | Oct 02, 2026 |
| Engineers Gate Manager LP | History | No change | 61,970 | 1,148 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 61,786 | 1,144 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | No change | 61,652 | 1,142 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 61,533 | 1,140 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 60,567 | 1,122 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ProShare Advisors LLC | History | No change | 60,034 | 1,112 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CreativeOne Wealth, LLC | History | No change | 59,967 | 1,111 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baldwin Investment Management, LLC | History | No change | 59,409 | 1,100 | 0.11% | 0.11% | 285 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| River Street Advisors LLC | History | No change | 59,267 | 1,098 | 0.32% | 0.32% | 286 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 58,179 | 1,088 | 0.23% | 0.23% | 287 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Modern Wealth Management, LLC | History | No change | 58,354 | 1,081 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 58,195 | 1,078 | 0.6% | 0.6% | 289 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Granite FO LLC | History | No change | 57,715 | 1,069 | 0.57% | 0.57% | 290 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Verdence Capital Advisors LLC | History | No change | 57,549 | 1,066 | 0.06% | 0.06% | 291 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 57,579 | 1,065 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 57,007 | 1,056 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Accel Wealth Management | History | No change | 56,895 | 1,054 | 0.24% | 0.24% | 294 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 56,523 | 1,047 | 0.09% | 0.09% | 295 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lantz Financial LLC | History | No change | 56,382 | 1,044 | 0.19% | 0.19% | 296 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BKM Wealth Management, LLC | History | No change | 56,152 | 1,040 | 0.37% | 0.37% | 297 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| C2C Wealth Management, LLC | History | No change | 55,850 | 1,034 | 0.81% | 0.81% | 298 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Inspire Advisors, LLC | History | No change | 55,342 | 1,025 | 0.07% | 0.07% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 55,265 | 1,024 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |