ARGENX SE - ARGX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 5,231,452 | 4,853,584 | 0.21% | 0.21% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 2,678,047 | 2,484,612 | 0.25% | 0.25% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 2,474,015 | 2,295,632 | 0.94% | 0.94% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital World Investors | History | No change | 2,199,770 | 2,040,767 | 0.24% | 0.24% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Artisan Partners Limited Partnership | History | No change | 1,508,778 | 1,399,799 | 2.22% | 2.22% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avoro Capital Advisors LLC | History | No change | 1,000,000 | 927,770 | 8.33% | 8.33% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 930,548 | 863,334 | 0.15% | 0.15% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 777,237 | 721,097 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RTW INVESTMENTS, LP | History | No change | 709,446 | 658,202 | 5.62% | 5.62% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 643,123 | 596,672 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 443,990 | 411,920 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 400,234 | 371,325 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 395,661 | 288,931 | 0.1% | 0.1% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bellevue Group AG | History | No change | 301,000 | 279,258 | 5.88% | 5.88% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SANDS CAPITAL MANAGEMENT, LLC | History | No change | 298,599 | 277,031 | 1.03% | 1.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 273,316 | 253,574 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BESSEMER GROUP INC | History | No change | 267,779 | 248,438 | 0.34% | 0.34% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 264,617 | 245,489 | 0.74% | 0.74% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 255,073 | 236,651 | 0.21% | 0.21% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | No change | 253,776 | 235,446 | 0.19% | 0.19% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 226,200 | 209,861 | 0.13% | 0.13% | 21 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 224,930 | 208,683 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 186,238 | 172,786 | 0.13% | 0.13% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 181,464 | 168,357 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 173,394 | 166,374 | 0.16% | 0.18% | 25 | -24,888 | -12.55% | Q3 2026 | Nov 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 177,846 | 165,000 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 177,164 | 164,367 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 173,193 | 160,689 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 157,958 | 146,548 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1832 Asset Management L.P. | History | No change | 157,940 | 146,531 | 0.07% | 0.07% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 156,774 | 145,450 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 139,760 | 130,815 | 0.2% | 0.24% | 32 | -31,069 | -18.19% | Q3 2026 | Nov 04, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 137,335 | 127,415 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BAMCO INC /NY/ | History | No change | 136,654 | 126,783 | 0.19% | 0.19% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 134,427 | 124,717 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 131,996 | 122,462 | 0.19% | 0.19% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Checkpoint Capital L.P. | History | No change | 131,283 | 121,800 | 31.25% | 31.25% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 125,534 | 120,375 | 0.49% | 0.45% | 38 | +53 | 0.04% | Q3 2026 | Nov 03, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | No change | 125,668 | 116,575 | 1.56% | 1.56% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 121,786 | 112,989 | 0.11% | 0.11% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 108,253 | 100,434 | 0.29% | 0.29% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 101,440 | 94,112 | 0.06% | 0.06% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PGGM Investments | History | No change | 96,511 | 89,540 | 2.2% | 2.2% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 94,401 | 87,582 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ORBIMED ADVISORS LLC | History | No change | 92,880 | 86,171 | 1.6% | 1.6% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiera Capital Corp | History | No change | 90,423 | 83,891 | 0.3% | 0.3% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Research Global Investors | History | No change | 88,511 | 82,117 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 84,491 | 81,036 | 0.01% | 0.01% | 48 | +40,083 | 90.26% | Q3 2026 | Nov 04, 2026 |
| FEDERATED HERMES, INC. | History | No change | 87,288 | 80,983 | 0.12% | 0.12% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | No change | 87,050 | 80,762 | 0.67% | 0.67% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 84,300 | 78,211 | 0.2% | 0.2% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TimesSquare Capital Management, LLC | History | Reduced | 81,455 | 78,108 | 1.28% | 1.13% | 52 | -1,659 | -2.0% | Q3 2026 | Nov 03, 2026 |
| Aberdeen Group plc | History | No change | 83,822 | 77,767 | 0.11% | 0.11% | 53 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 77,213 | 71,635 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eagle Health Investments LP | History | No change | 76,417 | 70,897 | 11.75% | 11.75% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nuveen, LLC | History | No change | 74,128 | 68,772 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 71,363 | 66,208 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Candriam S.C.A. | History | Reduced | 66,419 | 63,922 | 0.28% | 0.33% | 58 | -13,701 | -17.1% | Q3 2026 | Nov 03, 2026 |
| Amundi | History | No change | 65,122 | 60,418 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 62,219 | 57,724 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 61,312 | 56,883 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 60,577 | 56,201 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 58,400 | 54,181 | 0.06% | 0.06% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 58,267 | 54,058 | 0.08% | 0.08% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| USS Investment Management Ltd | History | No change | 57,903 | 53,751 | 0.19% | 0.19% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | No change | 57,082 | 52,958 | 0.17% | 0.17% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 55,346 | 51,348 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Woodline Partners LP | History | No change | 55,025 | 51,050 | 0.16% | 0.16% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rock Springs Capital Management LP | History | No change | 52,750 | 48,939 | 2.39% | 2.39% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 52,653 | 48,850 | 0.14% | 0.14% | 70 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 52,027 | 48,269 | 0.08% | 0.08% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 50,607 | 46,951 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 49,179 | 45,626 | 0.1% | 0.1% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 47,400 | 43,976 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 45,783 | 42,476 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 45,068 | 41,812 | 0.28% | 0.28% | 76 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Tri Locum Partners LP | History | No change | 41,596 | 38,591 | 4.75% | 4.75% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 40,062 | 37,168 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | No change | 39,600 | 36,739 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 36,417 | 34,920 | 0.03% | 0.02% | 80 | +19,886 | 120.3% | Q3 2026 | Oct 15, 2026 |
| UBS Group AG | History | No change | 36,583 | 33,940 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 36,098 | 33,490 | 0.06% | 0.06% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 34,757 | 32,246 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 34,453 | 31,963 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | No change | 31,900 | 29,595 | 0.11% | 0.11% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 30,865 | 28,635 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Artia Global Partners LP | History | No change | 29,739 | 27,590 | 5.09% | 5.09% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 29,732 | 27,584 | 0.9% | 0.9% | 88 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mediolanum International Funds Ltd | History | No change | 29,785 | 27,177 | 0.23% | 0.23% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Perpetual Ltd | History | Reduced | 28,026 | 26,874 | 0.41% | 0.37% | 90 | -220 | -0.78% | Q3 2026 | Oct 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 28,562 | 26,499 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 27,666 | 25,667 | 0.07% | 0.07% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ODDO BHF ASSET MANAGEMENT SAS | History | No change | 25,009 | 23,202 | 1.07% | 1.07% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 24,675 | 22,892 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 23,861 | 22,137 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Patient Square Capital LP | History | No change | 23,000 | 21,338 | 3.31% | 3.31% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Life Cycle Investment Partners Ltd | History | No change | 22,490 | 20,865 | 0.1% | 0.1% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 22,193 | 20,589 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 22,082 | 20,487 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Soleus Capital Management, L.P. | History | No change | 19,955 | 18,513 | 0.64% | 0.64% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 19,499 | 18,090 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 19,088 | 17,709 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 18,913 | 17,546 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 18,797 | 17,439 | 0.07% | 0.07% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRAIDWELL LP | History | No change | 17,707 | 16,428 | 0.61% | 0.61% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 16,971 | 15,745 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 16,407 | 15,221 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| FIL Ltd | History | No change | 16,249 | 15,075 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIROVA | History | No change | 15,891 | 14,743 | 0.54% | 0.54% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 15,326 | 14,696 | 0.01% | 0.01% | 110 | +6,030 | 64.87% | Q3 2026 | Nov 04, 2026 |
| Quantinno Capital Management LP | History | No change | 15,550 | 14,427 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 15,429 | 14,314 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 15,627 | 14,259 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 14,868 | 13,764 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 14,559 | 13,507 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Erste Asset Management GmbH | History | No change | 14,528 | 13,256 | 0.1% | 0.1% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 14,657 | 13,003 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 13,966 | 12,957 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Creative Planning | History | Added to | 13,478 | 12,924 | 0.01% | 0.01% | 119 | +734 | 5.76% | Q3 2026 | Nov 02, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | No change | 13,800 | 12,803 | 0.09% | 0.09% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 13,546 | 12,567 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 12,688 | 11,771 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CenterBook Partners LP | History | Added to | 12,226 | 11,723 | 0.54% | 0.02% | 123 | +11,751 | 2473.89% | Q3 2026 | Nov 02, 2026 |
| DCF Advisers, LLC | History | Reduced | 11,700 | 11,219 | 2.53% | 2.33% | 124 | -2,500 | -17.61% | Q3 2026 | Nov 04, 2026 |
| Resolute Capital Asset Partners LLC | History | No change | 12,000 | 11,133 | 4.76% | 4.76% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AustralianSuper Pty Ltd | History | No change | 11,380 | 10,558 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 10,727 | 10,286 | 0.0% | 0.0% | 127 | +2,844 | 36.08% | Q3 2026 | Nov 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 10,668 | 9,897 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 10,202 | 9,782 | 0.01% | 0.01% | 129 | +233 | 2.34% | Q3 2026 | Nov 02, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Reduced | 9,783 | 9,381 | 0.07% | 0.08% | 130 | -119 | -1.2% | Q3 2026 | Oct 21, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 10,267 | 9,368 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,982 | 9,261 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 9,540 | 8,850 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 8,488 | 8,139 | 0.01% | 0.02% | 134 | -2,676 | -23.97% | Q3 2026 | Oct 28, 2026 |
| EFG International AG | History | No change | 8,573 | 7,958 | 0.15% | 0.15% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVFG LLC | History | No change | 8,517 | 7,901 | 0.83% | 0.83% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Added to | 7,991 | 7,663 | 0.01% | 0.01% | 137 | +292 | 3.79% | Q3 2026 | Oct 21, 2026 |
| Cetera Investment Advisers | History | No change | 7,844 | 7,277 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 7,466 | 7,159 | 0.09% | 0.12% | 139 | -2,218 | -22.9% | Q3 2026 | Oct 21, 2026 |
| Aquatic Capital Management LLC | History | No change | 7,697 | 7,141 | 0.25% | 0.25% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 7,637 | 7,085 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 7,257 | 6,732 | 0.53% | 0.53% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Maryland State Retirement & Pension System | History | No change | 6,969 | 6,465 | 0.11% | 0.11% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 6,702 | 6,426 | 0.21% | 0.18% | 144 | +700 | 11.66% | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 6,825 | 6,332 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 6,573 | 6,098 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,450 | 5,984 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gunderson Capital Management LLC | History | New | 6,078 | 5,828 | 1.62% | — | 148 | +6,078 | New | Q3 2026 | Oct 15, 2026 |
| STATE STREET CORP | History | No change | 5,899 | 5,472 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Focus Partners Wealth | History | No change | 5,752 | 5,337 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 5,338 | 5,181 | 0.27% | 0.26% | 151 | +696 | 14.99% | Q3 2026 | Oct 27, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 5,550 | 5,149 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| QVT Financial LP | History | No change | 5,218 | 4,841 | 0.28% | 0.28% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 5,090 | 4,722 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hudson Bay Capital Management LP | History | No change | 5,000 | 4,638 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Varma Mutual Pension Insurance Co | History | No change | 5,000 | 4,638 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 4,975 | 4,615 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Boston Common Asset Management, LLC | History | Added to | 4,604 | 4,414 | 0.26% | 0.2% | 158 | +1,014 | 28.25% | Q3 2026 | Oct 13, 2026 |
| ACUTA CAPITAL PARTNERS, LLC | History | No change | 4,705 | 4,365 | 3.04% | 3.04% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 4,698 | 4,358 | 0.08% | 0.08% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighVista Strategies LLC | History | No change | 4,561 | 4,231 | 0.96% | 0.96% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,547 | 4,218 | 0.1% | 0.1% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ethic Inc. | History | Reduced | 4,345 | 4,166 | 0.05% | 0.05% | 163 | -31 | -0.71% | Q3 2026 | Nov 03, 2026 |
| PFM Health Sciences, LP | History | No change | 4,482 | 4,158 | 0.36% | 0.36% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nilsine Partners, LLC | History | Reduced | 4,282 | 4,106 | 0.29% | 0.28% | 165 | -20 | -0.46% | Q3 2026 | Nov 02, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | No change | 4,392 | 4,074 | 0.89% | 0.89% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARVEY CAPITAL MANAGEMENT INC | History | No change | 4,346 | 4,032 | 0.83% | 0.83% | 167 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| M&T BANK CORP | History | No change | 4,343 | 4,029 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hardman Johnston Global Advisors LLC | History | No change | 4,185 | 3,882 | 0.14% | 0.14% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 3,992 | 3,827 | 0.08% | — | 170 | +3,992 | New | Q3 2026 | Oct 16, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 4,103 | 3,806 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,967 | 3,680 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 3,760 | 3,605 | 0.01% | 0.0% | 173 | +1,721 | 84.4% | Q3 2026 | Oct 29, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 3,875 | 3,595 | 0.06% | 0.06% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 3,808 | 3,532 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,653 | 3,503 | 0.0% | 0.0% | 176 | -137 | -3.61% | Q3 2026 | Oct 30, 2026 |
| XTX Topco Ltd | History | No change | 3,670 | 3,404 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 3,597 | 3,337 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 3,495 | 3,242 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 3,450 | 3,200 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 3,346 | 3,103 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtus Wealth Solutions LLC | History | New | 3,123 | 2,994 | 0.51% | — | 182 | +3,123 | New | Q3 2026 | Nov 03, 2026 |
| SWS Partners | History | Added to | 3,027 | 2,902 | 0.62% | 0.57% | 183 | +191 | 6.73% | Q3 2026 | Oct 26, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,094 | 2,869 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIM, LLC | History | No change | 3,053 | 2,832 | 0.37% | 0.37% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 2,904 | 2,784 | 0.0% | 0.0% | 186 | +221 | 8.24% | Q3 2026 | Nov 02, 2026 |
| PEAK6 LLC | History | No change | 3,000 | 2,783 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 2,999 | 2,782 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 2,947 | 2,734 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nicholas Investment Partners, LP | History | No change | 2,898 | 2,688 | 0.15% | 0.15% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 2,850 | 2,644 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SECTORAL ASSET MANAGEMENT INC | History | No change | 2,831 | 2,626 | 1.83% | 1.83% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,816 | 2,613 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 2,811 | 2,607 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nan Fung Group Holdings Ltd | History | No change | 2,800 | 2,597 | 1.98% | 1.98% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 2,668 | 2,558 | 0.46% | 0.44% | 196 | -15 | -0.56% | Q3 2026 | Oct 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 2,911 | 2,463 | 0.04% | 0.03% | 197 | +714 | 32.5% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 2,911 | 2,463 | 0.04% | 0.03% | 198 | +714 | 32.5% | Q3 2026 | Oct 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,461 | 2,360 | 0.01% | 0.01% | 199 | +1,505 | 157.43% | Q3 2026 | Oct 26, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 2,897 | 2,325 | 0.06% | 0.07% | 200 | +10 | 0.35% | Q3 2026 | Oct 20, 2026 |
| AWM Investment Company, Inc. | History | No change | 2,500 | 2,319 | 0.2% | 0.2% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 2,471 | 2,292 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIH Partners, LLLP | History | No change | 2,418 | 2,243 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 2,414 | 2,239 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | No change | 2,380 | 2,208 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 2,362 | 2,191 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 2,282 | 2,117 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 2,200 | 2,109 | 0.08% | 0.06% | 208 | +500 | 29.41% | Q3 2026 | Oct 22, 2026 |
| Corient Private Wealth LP | History | No change | 2,250 | 2,087 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,129 | 2,041 | 0.03% | 0.03% | 210 | +54 | 2.6% | Q3 2026 | Oct 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,186 | 2,028 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 2,113 | 2,026 | 0.12% | 0.17% | 212 | -1,144 | -35.12% | Q3 2026 | Nov 03, 2026 |
| TEALWOOD ASSET MANAGEMENT INC | History | Reduced | 2,028 | 1,945 | 0.77% | 0.75% | 213 | -75 | -3.57% | Q3 2026 | Oct 13, 2026 |
| Sivik Global Healthcare LLC | History | New | 2,000 | 1,917 | 1.1% | — | 214 | +2,000 | New | Q3 2026 | Oct 13, 2026 |
| Atria Investments, Inc | History | Added to | 1,992 | 1,910 | 0.02% | 0.01% | 215 | +555 | 38.62% | Q3 2026 | Oct 15, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,045 | 1,897 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Callan Family Office, LLC | History | No change | 2,035 | 1,888 | 0.04% | 0.04% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bridgewater Associates, LP | History | No change | 1,958 | 1,816 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 1,950 | 1,809 | 0.5% | 0.5% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Havemeyer Place LP | History | No change | 1,948 | 1,807 | 0.18% | 0.18% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 1,942 | 1,802 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 1,907 | 1,769 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 1,841 | 1,765 | 1.57% | 1.42% | 223 | +35 | 1.94% | Q3 2026 | Nov 03, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 1,833 | 1,757 | 0.03% | 0.03% | 224 | -3 | -0.16% | Q3 2026 | Oct 23, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 1,830 | 1,754 | 0.23% | — | 225 | +1,830 | New | Q3 2026 | Oct 14, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 1,829 | 1,753 | 0.56% | 0.22% | 226 | +1,100 | 150.89% | Q3 2026 | Nov 03, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 1,900 | 1,733 | 0.06% | 0.06% | 227 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IEQ CAPITAL, LLC | History | No change | 1,798 | 1,668 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ninepoint Partners LP | History | No change | 1,767 | 1,639 | 0.12% | 0.12% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 1,653 | 1,585 | 0.01% | 0.01% | 230 | -65 | -3.78% | Q3 2026 | Nov 04, 2026 |
| Westview Management dba Westview Investment Advisors | History | No change | 1,707 | 1,583 | 0.77% | 0.77% | 231 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 1,656 | 1,536 | 0.05% | 0.05% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 1,593 | 1,477 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NVWM, LLC | History | Added to | 1,538 | 1,474 | 0.28% | 0.28% | 234 | +20 | 1.32% | Q3 2026 | Oct 14, 2026 |
| Caprock Group, LLC | History | No change | 1,543 | 1,432 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BG Investment Services, LLC | History | New | 1,457 | 1,397 | 0.21% | — | 236 | +1,457 | New | Q3 2026 | Oct 23, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 1,477 | 1,370 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Shepherd Street Advisors LLC | History | Added to | 1,601 | 1,320 | 1.14% | 1.18% | 238 | +46 | 2.96% | Q3 2026 | Oct 21, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 1,379 | 1,279 | 0.11% | 0.11% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Morse Asset Management, Inc | History | No change | 1,348 | 1,250 | 0.21% | 0.21% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Reduced | 1,292 | 1,238 | 0.07% | 0.08% | 241 | -243 | -15.83% | Q3 2026 | Oct 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,328 | 1,232 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 1,311 | 1,216 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 1,301 | 1,207 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 1,295 | 1,201 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Henshaw Capital LLC | History | No change | 1,250 | 1,198 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Gilbert & Cook, Inc. | History | No change | 1,291 | 1,197 | 0.14% | 0.14% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Walleye Capital LLC | History | No change | 1,215 | 1,127 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,157 | 1,109 | 0.08% | 0.07% | 249 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 1,194 | 1,107 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 1,144 | 1,096 | 0.02% | 0.02% | 251 | +67 | 6.22% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,130 | 1,083 | 0.02% | 0.02% | 252 | -137 | -10.81% | Q3 2026 | Oct 22, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 1,128 | 1,081 | 0.01% | 0.01% | 253 | +26 | 2.36% | Q3 2026 | Nov 04, 2026 |
| GTS SECURITIES LLC | History | No change | 1,164 | 1,079 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 1,148 | 1,065 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Future Fund LLC | History | No change | 1,134 | 1,052 | 0.3% | 0.3% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 1,089 | 1,044 | 0.0% | 0.0% | 257 | -490 | -31.03% | Q3 2026 | Oct 29, 2026 |
| Modern Wealth Management, LLC | History | No change | 1,121 | 1,040 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | New | 1,071 | 1,026 | 0.03% | — | 259 | +1,071 | New | Q3 2026 | Oct 23, 2026 |
| INTRUST BANK NA | History | No change | 1,091 | 1,012 | 0.07% | 0.07% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Naviter Wealth, LLC | History | No change | 1,081 | 1,003 | 0.09% | 0.09% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DV EQUITIES, LLC | History | No change | 1,058 | 981 | 0.14% | 0.14% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,052 | 976 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vise Technologies, Inc. | History | Added to | 1,018 | 975 | 0.01% | 0.01% | 264 | +184 | 22.06% | Q3 2026 | Oct 28, 2026 |
| Accent Capital Management, LLC | History | No change | 1,049 | 973 | 0.42% | 0.42% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 1,037 | 962 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SYON CAPITAL LLC | History | No change | 1,017 | 943 | 0.04% | 0.04% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Values First Advisors, Inc. | History | Reduced | 972 | 931 | 0.44% | 0.42% | 268 | -27 | -2.7% | Q3 2026 | Oct 23, 2026 |
| Verition Fund Management LLC | History | No change | 1,000 | 927 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | No change | 1,000 | 927 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 964 | 924 | 0.05% | 0.04% | 271 | +21 | 2.23% | Q3 2026 | Oct 13, 2026 |
| &PARTNERS | History | No change | 1,000 | 921 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 955 | 915 | 0.0% | 0.0% | 273 | +26 | 2.8% | Q3 2026 | Oct 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 984 | 913 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Added to | 946 | 907 | 0.0% | 0.0% | 275 | +40 | 4.42% | Q3 2026 | Oct 28, 2026 |
| DRW Securities, LLC | History | No change | 947 | 878 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crews Bank & Trust | History | No change | 935 | 867 | 0.11% | 0.11% | 277 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Guardian Partners Inc. | History | New | 900 | 863 | 0.08% | — | 278 | +900 | New | Q3 2026 | Oct 21, 2026 |
| Connective Portfolio Management, LLC | History | New | 900 | 863 | 1.29% | — | 279 | +900 | New | Q3 2026 | Oct 22, 2026 |
| Empowered Funds, LLC | History | No change | 922 | 855 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 882 | 845 | 0.08% | 0.08% | 281 | +227 | 34.66% | Q3 2026 | Oct 29, 2026 |
| denkapparat Operations GmbH | History | No change | 910 | 844 | 0.28% | 0.28% | 282 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | Reduced | 880 | 843 | 0.03% | 0.03% | 283 | -34 | -3.72% | Q3 2026 | Oct 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 877 | 841 | 0.0% | 0.0% | 284 | +101 | 13.02% | Q3 2026 | Nov 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 864 | 801 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Marex Group Ltd | History | No change | 856 | 794 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 850 | 788 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | Added to | 812 | 778 | 0.01% | 0.01% | 288 | +3 | 0.37% | Q3 2026 | Oct 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 828 | 768 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 819 | 759 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 795 | 738 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 757 | 725 | 0.01% | 0.0% | 292 | +282 | 59.37% | Q3 2026 | Oct 20, 2026 |
| Compound Planning, Inc. | History | No change | 774 | 717 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ballentine Partners, LLC | History | No change | 772 | 716 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| iA Global Asset Management Inc. | History | Reduced | 738 | 708 | 0.01% | 0.07% | 295 | -5,222 | -87.62% | Q3 2026 | Oct 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 716 | 664 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 710 | 658 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GROUP ONE TRADING LLC | History | No change | 708 | 656 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 684 | 655 | 0.07% | 0.09% | 299 | -269 | -28.23% | Q3 2026 | Oct 05, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 697 | 646 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PCM Encore, LLC | History | No change | 682 | 632 | 0.11% | 0.11% | 301 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CI INVESTMENTS INC. | History | No change | 681 | 631 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 655 | 628 | 0.28% | 0.26% | 303 | -12 | -1.8% | Q3 2026 | Oct 22, 2026 |
| Parallel Advisors, LLC | History | No change | 640 | 613 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 639 | 612 | 0.0% | 0.0% | 305 | +51 | 8.67% | Q3 2026 | Nov 02, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 632 | 606 | 0.06% | 0.12% | 306 | -691 | -52.23% | Q3 2026 | Oct 08, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 632 | 606 | 0.03% | 0.03% | 307 | -17 | -2.62% | Q3 2026 | Oct 16, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 619 | 593 | 0.02% | 0.01% | 308 | +66 | 11.93% | Q3 2026 | Oct 28, 2026 |
| NewEdge Wealth, LLC | History | No change | 640 | 593 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 637 | 590 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 604 | 579 | 0.01% | 0.01% | 311 | +58 | 10.62% | Q3 2026 | Oct 26, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 609 | 565 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'Neil Global Advisors, Inc. | History | No change | 572 | 530 | 0.12% | 0.12% | 313 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREENLEAF TRUST | History | Reduced | 551 | 528 | 0.01% | 0.01% | 314 | -69 | -11.13% | Q3 2026 | Oct 29, 2026 |
| Ellevest, Inc. | History | No change | 571 | 528 | 0.06% | 0.06% | 315 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Burns Matteson Capital Management, LLC | History | New | 534 | 512 | 0.18% | — | 316 | +534 | New | Q3 2026 | Oct 16, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 526 | 504 | 0.01% | 0.01% | 317 | -4 | -0.75% | Q3 2026 | Oct 28, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 523 | 501 | 0.01% | 0.01% | 318 | +23 | 4.6% | Q3 2026 | Oct 21, 2026 |
| Abel Hall, LLC | History | Added to | 514 | 492 | 0.09% | 0.08% | 319 | +25 | 5.11% | Q3 2026 | Oct 19, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 506 | 485 | 0.09% | 0.09% | 320 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 517 | 480 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 500 | 479 | 0.01% | 0.0% | 322 | +13 | 2.67% | Q3 2026 | Oct 26, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 500 | 479 | 0.1% | 0.1% | 323 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Trust Point Inc. | History | Reduced | 496 | 475 | 0.04% | 0.04% | 324 | -7 | -1.39% | Q3 2026 | Oct 27, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 511 | 474 | 0.07% | 0.07% | 325 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEXFORD CAPITAL LP | History | No change | 500 | 463 | 0.06% | 0.06% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SALT Holding Corp. | History | No change | 500 | 463 | 0.25% | 0.25% | 327 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 555 | 454 | 0.0% | 0.0% | 328 | +81 | 17.09% | Q3 2026 | Oct 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 467 | 448 | 0.0% | 0.0% | 329 | +43 | 10.14% | Q3 2026 | Oct 23, 2026 |
| Alta Wealth Advisors LLC | History | No change | 482 | 447 | 0.12% | 0.12% | 330 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WINTON GROUP Ltd | History | No change | 480 | 445 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 462 | 443 | 0.02% | 0.02% | 332 | +96 | 26.23% | Q3 2026 | Oct 20, 2026 |
| GAMMA Investing LLC | History | Added to | 459 | 440 | 0.01% | 0.01% | 334 | +110 | 31.52% | Q3 2026 | Oct 08, 2026 |
| Sowell Financial Services LLC | History | Added to | 459 | 440 | 0.01% | 0.01% | 333 | +94 | 25.75% | Q3 2026 | Oct 23, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 455 | 436 | 0.0% | 0.0% | 335 | -18 | -3.81% | Q3 2026 | Oct 27, 2026 |
| Merit Financial Group, LLC | History | No change | 466 | 431 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 463 | 422 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PDS Planning, Inc | History | Added to | 435 | 417 | 0.02% | 0.02% | 338 | +41 | 10.41% | Q3 2026 | Nov 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 444 | 411 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 442 | 410 | 0.03% | 0.03% | 340 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 425 | 407 | 0.27% | 0.24% | 341 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 431 | 399 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 414 | 396 | 0.03% | 0.03% | 343 | -5 | -1.19% | Q3 2026 | Oct 01, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 419 | 388 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 417 | 386 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRUDENTIAL PLC | History | No change | 399 | 370 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 378 | 362 | 0.0% | 0.0% | 347 | +13 | 3.56% | Q3 2026 | Oct 08, 2026 |
| LRT Capital Management, LLC | History | No change | 387 | 359 | 0.23% | 0.23% | 348 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 379 | 351 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| West Family Investments, Inc. | History | No change | 374 | 346 | 0.1% | 0.1% | 350 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 372 | 344 | 0.02% | 0.02% | 351 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | No change | 369 | 342 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keebeck Wealth Management | History | No change | 366 | 339 | 0.03% | 0.03% | 353 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 365 | 338 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 348 | 333 | 0.01% | — | 356 | +348 | New | Q3 2026 | Oct 29, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 360 | 333 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | New | 341 | 326 | 0.0% | — | 357 | +341 | New | Q3 2026 | Nov 02, 2026 |
| Transmarket Holdings LP | History | New | 340 | 326 | 0.18% | — | 358 | +340 | New | Q3 2026 | Oct 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 330 | 316 | 0.03% | 0.03% | 359 | -19 | -5.44% | Q3 2026 | Oct 27, 2026 |
| XPONANCE LLC | History | Added to | 319 | 305 | 0.0% | 0.0% | 360 | +44 | 16.0% | Q3 2026 | Nov 03, 2026 |
| Banque Transatlantique SA | History | No change | 327 | 303 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STEPHENS INC /AR/ | History | No change | 325 | 301 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | No change | 322 | 298 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 318 | 295 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | Added to | 301 | 288 | 0.0% | 0.0% | 365 | +3 | 1.01% | Q3 2026 | Oct 16, 2026 |
| PSP Research LLC | History | Reduced | 300 | 287 | 0.2% | 0.32% | 366 | -341 | -53.2% | Q3 2026 | Oct 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 296 | 283 | 0.0% | 0.0% | 367 | -79 | -21.07% | Q3 2026 | Oct 16, 2026 |
| Quantum Portfolio Management LLC | History | No change | 306 | 283 | 0.1% | 0.1% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 293 | 280 | 0.05% | 0.09% | 369 | -242 | -45.23% | Q3 2026 | Oct 27, 2026 |
| Bridgewater Advisors Inc. | History | No change | 335 | 278 | 0.02% | 0.02% | 370 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 286 | 274 | 0.01% | — | 371 | +286 | New | Q3 2026 | Nov 02, 2026 |
| Rafferty Asset Management, LLC | History | No change | 291 | 269 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 277 | 257 | 0.08% | 0.08% | 373 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LVW Advisors, LLC | History | Added to | 264 | 253 | 0.02% | 0.02% | 374 | +24 | 10.0% | Q3 2026 | Oct 19, 2026 |
| First Affirmative Financial Network | History | New | 260 | 249 | 0.05% | — | 375 | +260 | New | Q3 2026 | Oct 21, 2026 |
| Lido Advisors, LLC | History | Added to | 253 | 242 | 0.0% | 0.0% | 376 | +18 | 7.66% | Q3 2026 | Nov 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 247 | 236 | 0.0% | — | 378 | +247 | New | Q3 2026 | Oct 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 247 | 236 | 0.01% | 0.0% | 377 | +8 | 3.35% | Q3 2026 | Oct 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 246 | 235 | 0.0% | — | 379 | +246 | New | Q3 2026 | Oct 20, 2026 |
| HUB Investment Partners, LLC | History | New | 246 | 235 | 0.0% | — | 380 | +246 | New | Q3 2026 | Nov 03, 2026 |
| Rose Capital Advisors LLC | History | New | 245 | 234 | 0.06% | — | 382 | +245 | New | Q3 2026 | Nov 04, 2026 |
| CERTUITY, LLC | History | Reduced | 244 | 234 | 0.01% | 0.01% | 381 | -20 | -7.58% | Q3 2026 | Nov 02, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 243 | 233 | 0.01% | — | 383 | +243 | New | Q3 2026 | Oct 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 233 | 223 | 0.01% | 0.01% | 384 | +24 | 11.48% | Q3 2026 | Nov 04, 2026 |
| Argos Wealth Advisors, LLC | History | Reduced | 233 | 223 | 0.06% | 0.06% | 385 | -16 | -6.43% | Q3 2026 | Nov 02, 2026 |
| Optas, LLC | History | No change | 239 | 221 | 0.03% | 0.03% | 386 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gen-Wealth Partners Inc | History | No change | 230 | 220 | 0.06% | 0.06% | 387 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Csenge Advisory Group | History | New | 229 | 219 | 0.01% | — | 388 | +229 | New | Q3 2026 | Nov 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 236 | 218 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | No change | 226 | 216 | 0.08% | 0.08% | 390 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Aviso Financial Inc. | History | No change | 230 | 213 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 226 | 209 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisors Capital Management, LLC | History | No change | 224 | 208 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bridgefront Capital, LLC | History | No change | 223 | 206 | 0.05% | 0.05% | 394 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | New | 214 | 205 | 0.03% | — | 396 | +214 | New | Q3 2026 | Oct 27, 2026 |
| Rehmann Capital Advisory Group | History | No change | 220 | 205 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 219 | 203 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Voleon Capital Management LP | History | No change | 217 | 201 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet North America Advisors SA | History | New | 209 | 200 | 0.02% | — | 399 | +209 | New | Q3 2026 | Oct 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 198 | 183 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cromwell Holdings LLC | History | No change | 187 | 179 | 0.08% | 0.08% | 401 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Index Technologies Group LLC | History | No change | 194 | 179 | 0.14% | 0.14% | 402 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANTIPODES PARTNERS Ltd | History | No change | 187 | 173 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 175 | 162 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Optiver Holding B.V. | History | No change | 174 | 161 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 161 | 149 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Perspectives, Inc | History | No change | 145 | 139 | 0.03% | 0.03% | 407 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Allworth Financial LP | History | No change | 142 | 131 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 121 | 112 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 107 | 102 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| TRUST CO OF VERMONT | History | No change | 104 | 99 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| WPG Advisers, LLC | History | No change | 95 | 91 | 0.05% | 0.05% | 412 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 88 | 84 | 0.0% | — | 413 | +88 | New | Q3 2026 | Oct 30, 2026 |
| MATHER GROUP, LLC. | History | Added to | 81 | 77 | 0.0% | 0.0% | 414 | +13 | 19.12% | Q3 2026 | Oct 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 79 | 75 | 0.0% | 0.0% | 415 | +5 | 6.76% | Q3 2026 | Oct 28, 2026 |
| J.Safra Asset Management Corp | History | Added to | 76 | 72 | 0.0% | 0.0% | 416 | +50 | 192.31% | Q3 2026 | Nov 03, 2026 |
| Rossby Financial, LCC | History | No change | 74 | 68 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 69 | 66 | 0.04% | — | 420 | +69 | New | Q3 2026 | Oct 30, 2026 |
| Axiom Investment Management LLC | History | No change | 69 | 66 | 0.05% | 0.04% | 418 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 72 | 66 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 70 | 64 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 61 | 56 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 60 | 55 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 50 | 47 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Aventura Private Wealth, LLC | History | No change | 50 | 46 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 49 | 45 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 46 | 44 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 47 | 43 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KBC Group NV | History | Added to | 44 | 42 | 0.0% | 0.0% | 429 | +15 | 51.72% | Q3 2026 | Oct 22, 2026 |
| TD Capital Management LLC | History | No change | 44 | 40 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 39 | 37 | 0.0% | 0.0% | 431 | +9 | 30.0% | Q3 2026 | Oct 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 36 | 34 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Leonteq Securities AG | History | Added to | 34 | 32 | 0.0% | 0.0% | 433 | +32 | 1600.0% | Q3 2026 | Oct 29, 2026 |
| Abound Wealth Management | History | No change | 32 | 30 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| James T. Borello RIA | History | No change | 32 | 30 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BFC Planning, Inc. | History | No change | 33 | 30 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Axxion S.A. | History | New | 31 | 29 | 0.0% | — | 439 | +31 | New | Q3 2026 | Oct 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 32 | 29 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Truvestments Capital LLC | History | No change | 32 | 29 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centerpoint Advisors, LLC | History | No change | 30 | 28 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Anchor Investment Management, LLC | History | No change | 30 | 27 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Boreal Capital Management LLC | History | No change | 30 | 27 | 0.02% | 0.02% | 442 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | No change | 29 | 26 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 28 | 25 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 27 | 25 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UMB Bank, n.a. | History | No change | 27 | 25 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ares Financial Consulting, LLC | History | No change | 26 | 24 | 0.02% | 0.02% | 447 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Arlington Trust Co LLC | History | No change | 24 | 23 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Blue Trust, Inc. | History | Reduced | 21 | 20 | 0.0% | 0.0% | 449 | -130 | -86.09% | Q3 2026 | Oct 15, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 21 | 20 | 0.0% | 0.0% | 450 | +1 | 5.0% | Q3 2026 | Oct 28, 2026 |
| Redwood Park Advisors LLC | History | New | 20 | 19 | 0.01% | — | 452 | +20 | New | Q3 2026 | Nov 02, 2026 |
| STEPH & CO | History | No change | 20 | 19 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Root Financial Partners, LLC | History | New | 19 | 18 | 0.0% | — | 453 | +19 | New | Q3 2026 | Oct 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 18 | 17 | 0.0% | 0.0% | 454 | +1 | 5.88% | Q3 2026 | Oct 27, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 17 | 16 | 0.0% | 0.0% | 455 | +5 | 41.67% | Q3 2026 | Oct 13, 2026 |
| Colonial Trust Advisors | History | No change | 17 | 15 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | No change | 15 | 15 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| West Financial Advisors, LLC | History | New | 15 | 14 | 0.0% | — | 461 | +15 | New | Q3 2026 | Oct 22, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 15 | 14 | 0.0% | — | 462 | +15 | New | Q3 2026 | Oct 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 15 | 14 | 0.0% | 0.0% | 460 | -2 | -11.76% | Q3 2026 | Oct 20, 2026 |
| GW&K Investment Management, LLC | History | No change | 15 | 14 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAILLIE GIFFORD & CO | History | No change | 16 | 14 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 15 | 13 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 16 | 13 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EASTERN BANK | History | Reduced | 13 | 12 | 0.0% | 0.0% | 465 | -21 | -61.76% | Q3 2026 | Oct 05, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 13 | 12 | 0.01% | — | 468 | +13 | New | Q3 2026 | Oct 27, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 13 | 12 | 0.0% | 0.0% | 467 | +9 | 225.0% | Q3 2026 | Nov 03, 2026 |
| WealthCollab, LLC | History | No change | 14 | 12 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 12 | 11 | 0.0% | 0.0% | 469 | +7 | 140.0% | Q3 2026 | Oct 20, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 12 | 11 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cornerstone Financial Management LLC | History | No change | 12 | 11 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Continuum Advisory, LLC | History | No change | 11 | 10 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 11 | 10 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 10 | 9 | 0.0% | 0.0% | 474 | -18 | -64.29% | Q3 2026 | Oct 28, 2026 |
| Rakuten Securities, Inc. | History | Added to | 10 | 9 | 0.0% | 0.0% | 476 | +3 | 42.86% | Q3 2026 | Nov 02, 2026 |
| True Wealth Design, LLC | History | No change | 10 | 9 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 10 | 9 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 10 | 9 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Forum Finance Group S.A. | History | No change | 12 | 9 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 9 | 8 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 9 | 8 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 8 | 8 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| LRI Investments, LLC | History | No change | 9 | 8 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TD Waterhouse Canada Inc. | History | New | 8 | 7 | 0.0% | — | 485 | +8 | New | Q3 2026 | Oct 16, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 8 | 7 | 0.0% | — | 486 | +8 | New | Q3 2026 | Oct 15, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 8 | 7 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elyxium Wealth, LLC | History | New | 7 | 6 | 0.0% | — | 492 | +7 | New | Q3 2026 | Oct 27, 2026 |
| Signature Equity Partners, LLC | History | New | 7 | 6 | 0.0% | — | 493 | +7 | New | Q3 2026 | Oct 29, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 7 | 6 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | No change | 7 | 6 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CX Institutional | History | No change | 6 | 6 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Quent Capital, LLC | History | No change | 7 | 6 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 7 | 6 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6 | 5 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 6 | 5 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 6 | 5 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 6 | 5 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 6 | 5 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Park Place Capital Corp | History | No change | 6 | 5 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 6 | 5 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 6 | 5 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 6 | 5 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Private Wealth Management, LLC | History | New | 5 | 4 | 0.0% | — | 511 | +5 | New | Q3 2026 | Oct 19, 2026 |
| Bare Financial Services, Inc | History | Added to | 5 | 4 | 0.0% | 0.0% | 507 | +1 | 25.0% | Q3 2026 | Nov 04, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 5 | 4 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 5 | 4 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 5 | 4 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Addison Advisors LLC | History | No change | 5 | 4 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 5 | 4 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Kilter Group LLC | History | No change | 5 | 4 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | No change | 5 | 4 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| PRIVATE TRUST CO NA | History | New | 4 | 3 | 0.0% | — | 518 | +4 | New | Q3 2026 | Oct 20, 2026 |
| Oakworth Capital, Inc. | History | New | 4 | 3 | 0.0% | — | 519 | +4 | New | Q3 2026 | Oct 26, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 4 | 3 | 0.0% | 0.0% | 514 | -3 | -42.86% | Q3 2026 | Nov 04, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 4 | 3 | 0.0% | 0.0% | 516 | +2 | 100.0% | Q3 2026 | Oct 19, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 4 | 3 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 4 | 3 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 4 | 3 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 4 | 3 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Planning Strategies Inc. | History | New | 3 | 2 | 0.0% | — | 531 | +3 | New | Q3 2026 | Oct 02, 2026 |
| CENTRAL TRUST Co | History | No change | 3 | 2 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smithfield Trust Co | History | No change | 2 | 2 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MOTCO | History | No change | 3 | 2 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| North Star Investment Management Corp. | History | No change | 3 | 2 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Bogart Wealth, LLC | History | No change | 3 | 2 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CVA Family Office, LLC | History | No change | 3 | 2 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2 | 2 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Fortitude Family Office, LLC | History | No change | 3 | 2 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Nemes Rush Group LLC | History | No change | 3 | 2 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Caitlin John, LLC | History | No change | 3 | 2 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| American Capital Advisory, LLC | History | No change | 3 | 2 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Global Trust Asset Management, LLC | History | New | 2 | 1 | 0.0% | — | 542 | +2 | New | Q3 2026 | Oct 19, 2026 |
| Breakwater Investment Management | History | Added to | 2 | 1 | 0.0% | — | 537 | +1 | 100.0% | Q3 2026 | Oct 20, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 1 | 1 | 0.0% | — | 541 | +1 | New | Q3 2026 | Oct 21, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 2 | 1 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1 | 1 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Independence Bank of Kentucky | History | No change | 2 | 1 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2 | 1 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 2 | 1 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Synergy Investment Management, LLC | History | No change | 2 | 1 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burk Holdings LLC | History | No change | 2 | 1 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Highland Investment Advisors LLC | History | No change | 2 | 1 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 0.08% | — | -815 | -100.0% | Q3 2026 | Oct 23, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Closed out | 0 | 0 | — | 0.01% | — | -675 | -100.0% | Q3 2026 | Nov 03, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Closed out | 0 | 0 | — | 0.09% | — | -425 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Gallacher Capital Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -304 | -100.0% | Q3 2026 | Oct 29, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2026 | Oct 16, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q3 2026 | Oct 15, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4 | -100.0% | Q3 2026 | Oct 20, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3 | -100.0% | Q3 2026 | Oct 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 09, 2026 |
| Monetary Solutions, Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 22, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1 | -100.0% | Q3 2026 | Oct 15, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| MidFirst Bank | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |