ASE Technology Holding Co., Ltd. - ASX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 26,255,012 | 1,184,626 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mizuho Securities Co. Ltd. | History | New | 10,259 | 456,115 | 11.46% | — | 2 | +10,259 | New | Q3 2026 | Nov 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 9,387,504 | 423,564 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 8,300,320 | 374,510 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 7,970,225 | 359,616 | 0.54% | 0.54% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 7,787,150 | 351,356 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 5,796,296 | 261,528 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 5,521,348 | 249,123 | 0.57% | 0.57% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 5,332,790 | 240,615 | 0.11% | 0.11% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,309,786 | 223,701 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 4,916,882 | 221,829 | 0.26% | 0.26% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 4,402,301 | 198,631 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Man Group plc | History | No change | 3,856,454 | 174,003 | 0.28% | 0.28% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 3,489,880 | 157,463 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,630,500 | 118,688 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 2,145,273 | 96,794 | 0.17% | 0.17% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cullen Capital Management, LLC | History | No change | 2,090,788 | 94,336 | 0.93% | 0.93% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 2,067,039 | 91,900 | 0.05% | 0.05% | 18 | +67,045 | 3.35% | Q3 2026 | Nov 02, 2026 |
| CITIGROUP INC | History | Reduced | 1,851,049 | 82,297 | 0.03% | 0.06% | 19 | -2,410,951 | -56.57% | Q3 2026 | Nov 04, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 1,796,967 | 81,079 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,710,353 | 76,042 | 0.01% | 0.01% | 21 | +122,370 | 7.71% | Q3 2026 | Nov 04, 2026 |
| Carrhae Capital LLP | History | New | 1,464,677 | 65,119 | 2.1% | — | 22 | +1,464,677 | New | Q3 2026 | Oct 20, 2026 |
| EARNEST PARTNERS LLC | History | No change | 1,434,870 | 64,741 | 0.23% | 0.23% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,412,399 | 63,727 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 1,305,866 | 58,920 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,298,630 | 58,594 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,246,032 | 56,220 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 1,199,618 | 54,126 | 0.1% | 0.1% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,103,212 | 49,776 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 1,152,516 | 48,555 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,201,632 | 48,320 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 921,352 | 40,963 | 0.04% | 0.05% | 32 | -220,488 | -19.31% | Q3 2026 | Nov 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 897,660 | 40,502 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 807,712 | 36,443 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 775,085 | 34,971 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 696,416 | 31,422 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 693,787 | 31,272 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ovata Capital Management Ltd | History | No change | 729,047 | 31,130 | 2.34% | 2.34% | 38 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ninety One UK Ltd | History | Added to | 688,777 | 30,623 | 0.07% | 0.01% | 39 | +589,119 | 591.14% | Q3 2026 | Oct 15, 2026 |
| Quantinno Capital Management LP | History | No change | 678,104 | 30,596 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Wealth Planning, LLC | History | No change | 645,530 | 29,126 | 0.15% | 0.15% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 641,375 | 28,938 | 0.13% | 0.13% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TT International Asset Management LTD | History | Reduced | 609,659 | 27,105 | 3.02% | 5.23% | 43 | -298,154 | -32.84% | Q3 2026 | Oct 30, 2026 |
| NOMURA HOLDINGS INC | History | No change | 502,751 | 22,684 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ninety One North America, Inc. | History | Added to | 498,331 | 22,155 | 1.04% | 0.96% | 45 | +44,110 | 9.71% | Q3 2026 | Oct 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 454,795 | 20,520 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 446,433 | 20,143 | 0.15% | 0.15% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 440,532 | 19,876 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 422,559 | 18,782 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 412,000 | 18,589 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethic Inc. | History | Added to | 412,326 | 18,332 | 0.21% | 0.22% | 51 | +15,545 | 3.92% | Q3 2026 | Nov 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 399,422 | 18,021 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 376,342 | 17,913 | 0.48% | 0.47% | 53 | -573 | -0.15% | Q3 2026 | Oct 20, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 394,303 | 17,790 | 0.15% | 0.15% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 381,122 | 17,196 | 0.08% | 0.08% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 373,714 | 16,861 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 350,500 | 15,814 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 348,487 | 15,723 | 1.64% | 1.64% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 347,758 | 15,461 | 0.03% | 0.02% | 59 | +21,324 | 6.53% | Q3 2026 | Oct 28, 2026 |
| Verition Fund Management LLC | History | No change | 331,389 | 14,952 | 0.08% | 0.08% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | No change | 315,750 | 14,246 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 301,761 | 13,615 | 0.26% | 0.26% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Added to | 295,838 | 13,152 | 0.32% | 0.35% | 63 | +1,234 | 0.42% | Q3 2026 | Nov 05, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 293,376 | 13,043 | 0.36% | 0.37% | 64 | -8,390 | -2.78% | Q3 2026 | Oct 22, 2026 |
| Allianz Asset Management GmbH | History | No change | 281,774 | 12,713 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Dilation Capital Management LP | History | Added to | 280,158 | 12,455 | 6.23% | 3.6% | 66 | +82,263 | 41.57% | Q3 2026 | Oct 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 271,797 | 12,263 | 0.08% | 0.08% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 251,952 | 11,368 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 243,316 | 10,978 | 0.24% | 0.24% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 245,113 | 10,898 | 0.02% | 0.01% | 70 | +54,020 | 28.27% | Q3 2026 | Nov 05, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Added to | 239,851 | 10,663 | 0.08% | 0.03% | 71 | +170,451 | 245.61% | Q3 2026 | Oct 21, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 233,593 | 10,539 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 234,680 | 10,433 | 0.01% | 0.01% | 73 | -11,632 | -4.72% | Q3 2026 | Nov 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 232,776 | 10,349 | 0.23% | — | 74 | +232,776 | New | Q3 2026 | Oct 16, 2026 |
| Nuveen, LLC | History | No change | 213,334 | 9,625 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gunderson Capital Management LLC | History | New | 209,276 | 9,304 | 2.59% | — | 76 | +209,276 | New | Q3 2026 | Oct 15, 2026 |
| Mariner, LLC | History | No change | 203,125 | 9,151 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 191,946 | 8,660 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 191,024 | 8,618 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 185,639 | 8,253 | 0.09% | 0.1% | 80 | -22,128 | -10.65% | Q3 2026 | Oct 27, 2026 |
| Candriam S.C.A. | History | Added to | 181,060 | 8,079 | 0.04% | 0.0% | 81 | +158,591 | 705.82% | Q3 2026 | Nov 03, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 172,469 | 7,781 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Raiffeisen Bank International AG | History | Reduced | 169,100 | 7,661 | 0.09% | 0.09% | 83 | -10,900 | -6.06% | Q3 2026 | Oct 28, 2026 |
| BNP PARIBAS | History | No change | 164,134 | 7,391 | 0.2% | 0.2% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 163,751 | 7,388 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 163,567 | 7,380 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 163,056 | 7,357 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FMR LLC | History | No change | 160,831 | 7,256 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 159,577 | 7,200 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NINE MASTS CAPITAL Ltd | History | No change | 158,159 | 7,136 | 0.72% | 0.72% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 159,500 | 7,124 | 1.98% | 1.98% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 154,072 | 6,951 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 151,773 | 6,847 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 151,714 | 6,845 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 147,827 | 6,669 | 0.08% | 0.08% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 146,561 | 6,516 | 0.04% | 0.07% | 96 | -90,427 | -38.16% | Q3 2026 | Oct 16, 2026 |
| Cetera Investment Advisers | History | No change | 144,349 | 6,513 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 144,484 | 6,423 | 0.24% | 0.18% | 98 | +39,484 | 37.6% | Q3 2026 | Oct 22, 2026 |
| Advisors Asset Management, Inc. | History | No change | 138,887 | 6,266 | 0.1% | 0.1% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Polymer Capital Management (HK) LTD | History | No change | 134,502 | 6,068 | 0.31% | 0.31% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 131,619 | 5,938 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PEAK6 LLC | History | No change | 131,600 | 5,937 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 130,999 | 5,910 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ballentine Partners, LLC | History | No change | 129,868 | 5,859 | 0.07% | 0.07% | 104 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kultura Capital Management LP | History | No change | 127,900 | 5,770 | 1.04% | 1.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 120,940 | 5,456 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 122,158 | 5,431 | 0.05% | 0.05% | 107 | +5,716 | 4.91% | Q3 2026 | Oct 30, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 118,692 | 5,277 | 0.15% | 0.15% | 108 | -2,440 | -2.01% | Q3 2026 | Oct 28, 2026 |
| GROUP ONE TRADING LLC | History | No change | 113,081 | 5,102 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VMS Asset Management Limited | History | New | 114,667 | 5,098 | 1.93% | — | 110 | +114,667 | New | Q3 2026 | Oct 14, 2026 |
| Walleye Trading LLC | History | No change | 106,506 | 4,805 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Caprock Group, LLC | History | No change | 105,859 | 4,776 | 0.09% | 0.09% | 112 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 105,578 | 4,763 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 106,395 | 4,730 | 0.04% | 0.04% | 114 | +20,320 | 23.61% | Q3 2026 | Oct 28, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 106,351 | 4,728 | 1.04% | 1.34% | 115 | -28,656 | -21.23% | Q3 2026 | Oct 08, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 102,500 | 4,644 | 0.24% | 0.26% | 116 | +4,500 | 4.59% | Q3 2026 | Oct 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 101,709 | 4,589 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 99,944 | 4,509 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 96,660 | 4,361 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Union Bancaire Privee, UBP SA | History | New | 114,667 | 4,333 | 0.04% | — | 120 | +114,667 | New | Q3 2026 | Nov 04, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 96,031 | 4,332 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 92,884 | 4,191 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE JEAN FINANCIAL LLC | History | New | 93,737 | 4,167 | 2.56% | — | 123 | +93,737 | New | Q3 2026 | Oct 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 92,879 | 4,129 | 0.05% | 0.05% | 124 | +2,806 | 3.12% | Q3 2026 | Oct 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 91,056 | 4,108 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 91,528 | 4,069 | 0.05% | 0.06% | 126 | -3,004 | -3.18% | Q3 2026 | Oct 21, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 88,105 | 3,975 | 0.31% | 0.31% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRIGLAV INVESTMENTS, D.O.O. | History | No change | 87,527 | 3,949 | 0.21% | 0.21% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank Pictet & Cie (Europe) AG | History | Reduced | 82,020 | 3,646 | 0.07% | 0.1% | 129 | -28,844 | -26.02% | Q3 2026 | Oct 20, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 77,859 | 3,512 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tiptree Advisors, LLC | History | No change | 77,500 | 3,496 | 2.16% | 2.16% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 76,791 | 3,414 | 0.05% | 0.05% | 132 | +666 | 0.87% | Q3 2026 | Nov 05, 2026 |
| E Fund Management Co., Ltd. | History | No change | 68,028 | 3,069 | 0.07% | 0.07% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 67,482 | 3,044 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | No change | 67,390 | 3,040 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 65,138 | 2,939 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Henshaw Capital LLC | History | Reduced | 65,376 | 2,906 | 0.09% | 0.1% | 137 | -5,368 | -7.59% | Q3 2026 | Nov 03, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 64,003 | 2,887 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 64,633 | 2,873 | 0.0% | 0.0% | 139 | -162,544 | -71.55% | Q3 2026 | Nov 05, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 61,659 | 2,782 | 0.21% | 0.21% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 61,489 | 2,774 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 65,283 | 2,752 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EP Wealth Advisors, LLC | History | No change | 60,932 | 2,749 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 60,601 | 2,734 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 60,476 | 2,728 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 58,562 | 2,642 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | No change | 58,380 | 2,610 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 58,696 | 2,609 | 0.03% | 0.03% | 148 | -3,523 | -5.66% | Q3 2026 | Oct 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 58,296 | 2,591 | 0.04% | 0.03% | 149 | +16,177 | 38.41% | Q3 2026 | Oct 27, 2026 |
| Banque Cantonale Vaudoise | History | No change | 56,725 | 2,559 | 0.35% | 0.35% | 150 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trexquant Investment LP | History | No change | 56,241 | 2,537 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 53,680 | 2,422 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vontobel Holding Ltd. | History | Added to | 54,246 | 2,411 | 0.01% | 0.01% | 153 | +7,521 | 16.1% | Q3 2026 | Oct 16, 2026 |
| Aubrey Capital Management Ltd | History | Reduced | 54,000 | 2,400 | 2.08% | 1.98% | 154 | -16,000 | -22.86% | Q3 2026 | Oct 19, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 52,571 | 2,372 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Compound Planning, Inc. | History | Reduced | 51,714 | 2,299 | 0.06% | 0.06% | 156 | -1,936 | -3.61% | Q3 2026 | Nov 05, 2026 |
| AVIVA PLC | History | No change | 48,754 | 2,199 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 48,444 | 2,185 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 17,370 | 2,165 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearbridge Investments, LLC | History | No change | 47,631 | 2,149 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 47,601 | 2,148 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 47,179 | 2,128 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 46,840 | 2,113 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 46,840 | 2,113 | 0.14% | 0.14% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Boston Common Asset Management, LLC | History | Added to | 46,783 | 2,079 | 0.12% | 0.06% | 165 | +26,186 | 127.14% | Q3 2026 | Oct 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 45,983 | 2,075 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 45,753 | 2,064 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savant Capital, LLC | History | No change | 45,684 | 2,060 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 46,298 | 2,058 | 0.11% | 0.13% | 169 | -6,037 | -11.54% | Q3 2026 | Oct 16, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 48,703 | 2,040 | 0.03% | 0.01% | 170 | +40,333 | 481.88% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 48,703 | 2,040 | 0.03% | 0.01% | 171 | +40,333 | 481.88% | Q3 2026 | Oct 20, 2026 |
| Tuttle Capital Management, LLC | History | New | 42,648 | 2,023 | 0.88% | — | 172 | +42,648 | New | Q3 2026 | Oct 21, 2026 |
| Cornerstone Capital, Inc. | History | No change | 44,531 | 2,009 | 0.18% | 0.18% | 173 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 44,419 | 1,986 | 0.0% | 0.0% | 174 | +149 | 0.34% | Q3 2026 | Nov 04, 2026 |
| Tower View Wealth Management LLC | History | Added to | 44,646 | 1,984 | 0.86% | 0.87% | 175 | +656 | 1.49% | Q3 2026 | Oct 23, 2026 |
| XTX Topco Ltd | History | No change | 42,966 | 1,938 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 42,442 | 1,915 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 41,701 | 1,881 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 41,574 | 1,875 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DJE Kapital AG | History | No change | 41,441 | 1,820 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PDS Planning, Inc | History | Reduced | 40,864 | 1,816 | 0.1% | 0.11% | 181 | -2,676 | -6.15% | Q3 2026 | Nov 03, 2026 |
| Parallel Advisors, LLC | History | Added to | 40,504 | 1,800 | 0.02% | 0.03% | 182 | +1,296 | 3.31% | Q3 2026 | Nov 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 40,456 | 1,798 | 0.0% | 0.0% | 183 | +3,597 | 9.76% | Q3 2026 | Oct 30, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 40,188 | 1,786 | 0.09% | 0.09% | 184 | -17 | -0.04% | Q3 2026 | Oct 13, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 39,168 | 1,741 | 0.08% | 0.09% | 185 | +2,736 | 7.51% | Q3 2026 | Oct 20, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 38,484 | 1,736 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 38,417 | 1,733 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LVW Advisors, LLC | History | Added to | 38,458 | 1,709 | 0.14% | 0.14% | 188 | +2,134 | 5.87% | Q3 2026 | Oct 19, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 38,432 | 1,708 | 0.19% | 0.19% | 189 | -1,351 | -3.4% | Q3 2026 | Nov 03, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 37,703 | 1,701 | 0.15% | 0.15% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 37,643 | 1,698 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 37,372 | 1,686 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BSW Wealth Partners | History | No change | 37,193 | 1,678 | 0.19% | 0.19% | 193 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | Reduced | 37,159 | 1,652 | 1.73% | 1.81% | 194 | -3,767 | -9.2% | Q3 2026 | Nov 05, 2026 |
| Dorsey Wright & Associates | History | No change | 36,473 | 1,645 | 0.28% | 0.28% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Affirmative Financial Network | History | New | 36,960 | 1,643 | 0.36% | — | 196 | +36,960 | New | Q3 2026 | Oct 21, 2026 |
| Focus Partners Wealth | History | No change | 36,152 | 1,631 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 35,494 | 1,578 | 0.0% | 0.0% | 198 | +10,687 | 43.08% | Q3 2026 | Nov 02, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 33,842 | 1,528 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 33,451 | 1,487 | 0.01% | 0.02% | 200 | -5,135 | -13.31% | Q3 2026 | Oct 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 32,770 | 1,478 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Advisors Inc. | History | No change | 39,879 | 1,462 | 0.08% | 0.08% | 202 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 31,241 | 1,409 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 31,654 | 1,407 | 0.01% | 0.01% | 204 | -2,315 | -6.82% | Q3 2026 | Nov 05, 2026 |
| Callan Family Office, LLC | History | No change | 30,705 | 1,385 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 29,891 | 1,328 | 0.02% | 0.02% | 206 | +1,234 | 4.31% | Q3 2026 | Oct 23, 2026 |
| Nilsine Partners, LLC | History | Added to | 29,534 | 1,313 | 0.09% | 0.09% | 207 | +1,212 | 4.28% | Q3 2026 | Nov 02, 2026 |
| HB Wealth Management, LLC | History | Reduced | 29,087 | 1,293 | 0.01% | 0.01% | 208 | -923 | -3.08% | Q3 2026 | Oct 23, 2026 |
| GAMMA Investing LLC | History | Added to | 29,019 | 1,290 | 0.04% | 0.05% | 209 | +1,303 | 4.7% | Q3 2026 | Oct 08, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 26,554 | 1,198 | 0.22% | 0.22% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 26,573 | 1,181 | 0.01% | 0.01% | 211 | +1,883 | 7.63% | Q3 2026 | Oct 21, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 25,954 | 1,153 | 0.11% | 0.29% | 213 | -20,681 | -44.35% | Q3 2026 | Oct 29, 2026 |
| West Family Investments, Inc. | History | No change | 25,571 | 1,153 | 0.33% | 0.33% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Squarepoint Ops LLC | History | No change | 25,370 | 1,144 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 25,015 | 1,127 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascent Group, LLC | History | Added to | 25,175 | 1,119 | 0.03% | 0.03% | 216 | +4,469 | 21.58% | Q3 2026 | Oct 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 24,574 | 1,093 | 0.01% | 0.01% | 218 | -1,697 | -6.46% | Q3 2026 | Oct 26, 2026 |
| FEDERATED HERMES, INC. | History | No change | 24,227 | 1,093 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Venturi Wealth Management, LLC | History | No change | 23,858 | 1,076 | 0.04% | 0.04% | 219 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BRIGHTON JONES LLC | History | Added to | 22,791 | 1,013 | 0.02% | 0.02% | 220 | +723 | 3.28% | Q3 2026 | Nov 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 21,601 | 974 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 21,560 | 972 | 0.11% | 0.11% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frec Markets, Inc. | History | No change | 21,495 | 969 | 0.09% | 0.09% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorShares Investments LLC | History | No change | 21,460 | 968 | 0.12% | 0.12% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAVERICK CAPITAL LTD | History | No change | 20,934 | 944 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Reduced | 21,041 | 935 | 0.01% | 0.01% | 226 | -5,721 | -21.38% | Q3 2026 | Nov 03, 2026 |
| PCM Encore, LLC | History | No change | 20,622 | 930 | 0.16% | 0.16% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 20,898 | 929 | 0.01% | 0.01% | 228 | +5,064 | 31.98% | Q3 2026 | Oct 16, 2026 |
| Capula Management Ltd | History | No change | 20,560 | 927 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 20,254 | 913 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 20,049 | 904 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Graham Capital Management, L.P. | History | No change | 20,031 | 903 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baader Bank Aktiengesellschaft | History | No change | 20,000 | 902 | 0.07% | 0.07% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JMN Financial LLC | History | No change | 19,990 | 901 | 0.7% | 0.7% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 19,523 | 883 | 0.0% | 0.0% | 235 | -74 | -0.38% | Q3 2026 | Oct 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 19,078 | 860 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rokos Capital Management LLP | History | No change | 18,782 | 847 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 18,471 | 833 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIZUHO FINANCIAL GROUP INC | History | No change | 18,468 | 833 | 7.07% | 7.07% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 18,668 | 829 | 0.04% | 0.05% | 240 | -135 | -0.72% | Q3 2026 | Nov 05, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 18,365 | 816 | 0.04% | 0.04% | 241 | +153 | 0.84% | Q3 2026 | Oct 28, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | No change | 18,087 | 816 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marex Group Ltd | History | No change | 17,941 | 809 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Reduced | 18,080 | 803 | 0.29% | 0.44% | 244 | -8,451 | -31.85% | Q3 2026 | Oct 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 17,796 | 802 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 17,749 | 800 | 0.19% | 0.19% | 246 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SYON CAPITAL LLC | History | No change | 17,636 | 795 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 17,363 | 771 | 0.01% | 0.01% | 248 | -3,125 | -15.25% | Q3 2026 | Oct 01, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 16,831 | 759 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 17,033 | 757 | 0.02% | 0.03% | 250 | +290 | 1.73% | Q3 2026 | Nov 04, 2026 |
| Foster Group, Inc. | History | Reduced | 16,980 | 754 | 0.02% | 0.02% | 251 | -226 | -1.31% | Q3 2026 | Oct 13, 2026 |
| Ariadne Wealth Management, LP | History | No change | 16,541 | 746 | 0.33% | 0.33% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 16,394 | 739 | 0.06% | 0.06% | 253 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 16,556 | 736 | 0.28% | 0.29% | 254 | -37 | -0.22% | Q3 2026 | Oct 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 16,452 | 731 | 0.01% | 0.01% | 255 | -1,044 | -5.97% | Q3 2026 | Oct 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 16,404 | 729 | 0.02% | 0.01% | 256 | +5,130 | 45.5% | Q3 2026 | Oct 13, 2026 |
| FIL Ltd | History | No change | 16,024 | 723 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREENLEAF TRUST | History | Added to | 16,140 | 717 | 0.01% | 0.01% | 258 | +495 | 3.16% | Q3 2026 | Oct 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 15,832 | 703 | 0.01% | 0.01% | 259 | -1,956 | -11.0% | Q3 2026 | Oct 13, 2026 |
| Vest Financial, LLC | History | Added to | 15,622 | 694 | 0.01% | 0.01% | 260 | +4,535 | 40.9% | Q3 2026 | Oct 21, 2026 |
| Sivia Capital Partners, LLC | History | No change | 15,150 | 683 | 0.08% | 0.08% | 261 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MW ADVISORY, LLC | History | Added to | 15,071 | 670 | 0.27% | 0.25% | 262 | +990 | 7.03% | Q3 2026 | Oct 19, 2026 |
| FNY Investment Advisers, LLC | History | New | 15,000 | 666 | 0.17% | — | 265 | +15,000 | New | Q3 2026 | Oct 16, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 14,999 | 666 | 0.01% | 0.01% | 263 | +253 | 1.72% | Q3 2026 | Oct 27, 2026 |
| Snider Financial Group | History | No change | 15,000 | 666 | 0.16% | 0.17% | 264 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 14,926 | 663 | 0.01% | 0.01% | 266 | +7,462 | 99.97% | Q3 2026 | Oct 22, 2026 |
| May Hill Capital, LLC | History | Added to | 14,193 | 631 | 0.12% | 0.12% | 267 | +1,820 | 14.71% | Q3 2026 | Nov 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 13,906 | 627 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 14,040 | 624 | 0.01% | 0.01% | 270 | -2,378 | -14.48% | Q3 2026 | Oct 23, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 13,831 | 624 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Legal & General Group Plc | History | No change | 13,800 | 622 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 13,772 | 621 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 13,839 | 615 | 0.0% | 0.0% | 273 | -5,398 | -28.06% | Q3 2026 | Nov 02, 2026 |
| HUB Investment Partners, LLC | History | New | 13,754 | 611 | 0.01% | — | 274 | +13,754 | New | Q3 2026 | Nov 03, 2026 |
| Henry James International Management Inc. | History | Reduced | 13,682 | 608 | 0.18% | 0.25% | 275 | -4,638 | -25.32% | Q3 2026 | Oct 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 13,435 | 606 | 0.11% | 0.11% | 276 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASSETMARK, INC | History | Reduced | 13,418 | 596 | 0.0% | 0.0% | 277 | -4,544 | -25.3% | Q3 2026 | Oct 21, 2026 |
| GeoWealth Management, LLC | History | No change | 13,176 | 594 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | No change | 13,106 | 591 | 0.2% | 0.2% | 279 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 13,189 | 586 | 0.23% | 0.15% | 280 | +2,560 | 24.09% | Q3 2026 | Oct 26, 2026 |
| Composition Wealth, LLC | History | No change | 12,987 | 585 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 12,916 | 574 | 0.0% | 0.0% | 282 | -924 | -6.68% | Q3 2026 | Nov 02, 2026 |
| Smartleaf Asset Management LLC | History | No change | 13,498 | 568 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Global Investments | History | Reduced | 12,712 | 565 | 0.03% | 0.03% | 284 | -786 | -5.82% | Q3 2026 | Oct 28, 2026 |
| Canopy Partners, LLC | History | Added to | 12,669 | 563 | 0.16% | 0.15% | 285 | +1,488 | 13.31% | Q3 2026 | Oct 28, 2026 |
| Hilltop Holdings Inc. | History | No change | 12,389 | 558 | 0.04% | 0.04% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEEDS INVESTOR LLC | History | No change | 12,099 | 545 | 0.06% | 0.06% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 12,242 | 544 | 0.01% | 0.01% | 288 | +595 | 5.11% | Q3 2026 | Oct 08, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 11,968 | 532 | 0.03% | 0.03% | 289 | +57 | 0.48% | Q3 2026 | Oct 15, 2026 |
| Allworth Financial LP | History | No change | 11,516 | 519 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,317 | 510 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneAscent Investment Solutions LLC | History | No change | 11,253 | 507 | 0.48% | 0.48% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 11,133 | 502 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 11,074 | 492 | 0.17% | 0.16% | 294 | -89 | -0.8% | Q3 2026 | Oct 16, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 10,800 | 487 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 10,504 | 473 | 0.1% | 0.1% | 296 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 10,539 | 468 | 0.05% | 0.06% | 297 | -3,109 | -22.78% | Q3 2026 | Oct 27, 2026 |
| Rehmann Capital Advisory Group | History | No change | 10,328 | 466 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 10,220 | 461 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bleakley Financial Group, LLC | History | No change | 10,211 | 460 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aspen Grove Capital, LLC | History | No change | 10,131 | 457 | 0.07% | 0.07% | 301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 9,950 | 448 | 0.05% | 0.05% | 302 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 9,929 | 441 | 0.01% | 0.01% | 303 | -2,742 | -21.64% | Q3 2026 | Oct 23, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 9,795 | 435 | 0.05% | 0.05% | 304 | +699 | 7.68% | Q3 2026 | Nov 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 9,659 | 429 | 0.01% | 0.01% | 305 | +488 | 5.32% | Q3 2026 | Oct 28, 2026 |
| Calydon Capital | History | No change | 9,443 | 426 | 0.06% | 0.06% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 9,375 | 423 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 9,354 | 415 | 0.0% | 0.0% | 308 | +1,094 | 13.24% | Q3 2026 | Oct 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 9,172 | 413 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 9,040 | 407 | 0.07% | 0.07% | 310 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 9,002 | 406 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Naviter Wealth, LLC | History | No change | 9,018 | 406 | 0.04% | 0.04% | 312 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 9,000 | 406 | 0.02% | 0.02% | 313 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Waverly Advisors, LLC | History | No change | 8,988 | 405 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Management Associates, Inc | History | Reduced | 9,000 | 400 | 0.08% | 0.09% | 315 | -586 | -6.11% | Q3 2026 | Oct 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 8,972 | 398 | 0.01% | 0.01% | 316 | -3,637 | -28.84% | Q3 2026 | Oct 28, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 8,953 | 398 | 0.05% | 0.09% | 317 | +333 | 3.86% | Q3 2026 | Nov 04, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 8,962 | 398 | 0.04% | 0.04% | 318 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Gotham Asset Management, LLC | History | No change | 8,817 | 397 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 8,741 | 394 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 8,807 | 391 | 0.0% | 0.0% | 321 | -375 | -4.08% | Q3 2026 | Nov 04, 2026 |
| PRUDENTIAL PLC | History | No change | 8,568 | 386 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 8,742 | 382 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversified Trust Co | History | No change | 8,451 | 381 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Reduced | 8,559 | 380 | 0.16% | 0.16% | 325 | -187 | -2.14% | Q3 2026 | Nov 03, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 8,043 | 362 | 0.02% | 0.02% | 326 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CHOREO, LLC | History | Reduced | 8,136 | 361 | 0.0% | 0.0% | 327 | -1,277 | -13.57% | Q3 2026 | Oct 28, 2026 |
| Leo Wealth, LLC | History | New | 8,118 | 360 | 0.08% | — | 328 | +8,118 | New | Q3 2026 | Oct 26, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 7,919 | 352 | 0.01% | 0.02% | 329 | -96 | -1.2% | Q3 2026 | Oct 26, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 7,800 | 351 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 7,672 | 346 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WorthPointe, LLC | History | No change | 7,634 | 344 | 0.09% | 0.09% | 332 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 7,619 | 343 | 0.05% | 0.05% | 333 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keel Point, LLC | History | No change | 7,581 | 342 | 0.02% | 0.02% | 334 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 7,411 | 334 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OneAscent Family Office, LLC | History | No change | 7,366 | 332 | 0.17% | 0.17% | 336 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hamilton Capital, LLC | History | Reduced | 7,463 | 331 | 0.02% | 0.02% | 337 | -939 | -11.18% | Q3 2026 | Oct 08, 2026 |
| Nolet Wealth Management, LLC | History | Reduced | 7,343 | 326 | 0.18% | 0.18% | 339 | -22 | -0.3% | Q3 2026 | Oct 14, 2026 |
| WEXFORD CAPITAL LP | History | No change | 7,236 | 326 | 0.04% | 0.04% | 338 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 7,300 | 324 | 0.05% | 0.05% | 340 | +31 | 0.43% | Q3 2026 | Oct 27, 2026 |
| Corus Family Wealth Advisors | History | No change | 7,147 | 322 | 0.22% | 0.22% | 341 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hardy Reed LLC | History | No change | 7,135 | 321 | 0.02% | 0.02% | 342 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 7,035 | 317 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 7,005 | 316 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arista Wealth Management, LLC | History | New | 7,096 | 315 | 0.03% | — | 345 | +7,096 | New | Q3 2026 | Oct 29, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 7,070 | 314 | 0.01% | 0.01% | 347 | +352 | 5.24% | Q3 2026 | Oct 26, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 6,965 | 314 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trek Financial, LLC | History | New | 7,052 | 313 | 0.01% | — | 348 | +7,052 | New | Q3 2026 | Oct 29, 2026 |
| BIP Wealth, LLC | History | Reduced | 7,002 | 311 | 0.01% | 0.01% | 349 | -655 | -8.55% | Q3 2026 | Oct 22, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 7,016 | 311 | 0.18% | 0.19% | 350 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| VestGen Advisors, LLC | History | Added to | 6,964 | 309 | 0.01% | 0.01% | 351 | +1,756 | 33.72% | Q3 2026 | Oct 27, 2026 |
| Humankind Investments LLC | History | No change | 6,692 | 301 | 0.14% | 0.14% | 352 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 6,695 | 297 | 0.0% | 0.0% | 353 | +515 | 8.33% | Q3 2026 | Oct 22, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 6,550 | 295 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| AXQ CAPITAL, LP | History | No change | 6,537 | 294 | 0.03% | 0.03% | 355 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 6,608 | 293 | 0.0% | 0.0% | 356 | +1,240 | 23.1% | Q3 2026 | Oct 26, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 6,537 | 290 | 0.0% | 0.0% | 357 | +100 | 1.55% | Q3 2026 | Oct 20, 2026 |
| WINTON GROUP Ltd | History | No change | 6,400 | 288 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FourThought Financial Partners, LLC | History | No change | 6,386 | 288 | 0.02% | 0.02% | 359 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| E-Wealth Partners, LLC | History | No change | 6,400 | 288 | 0.21% | 0.21% | 360 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Inspire Advisors, LLC | History | No change | 6,321 | 284 | 0.02% | 0.02% | 361 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Symmetry Partners, LLC | History | Added to | 6,380 | 283 | 0.01% | 0.01% | 362 | +1,283 | 25.17% | Q3 2026 | Oct 27, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 6,258 | 282 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 6,174 | 274 | 0.02% | 0.02% | 365 | -2,016 | -24.62% | Q3 2026 | Oct 14, 2026 |
| Aureus Asset Management, LLC | History | No change | 6,088 | 274 | 0.02% | 0.02% | 364 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 6,028 | 271 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 6,028 | 268 | 0.01% | — | 367 | +6,028 | New | Q3 2026 | Oct 29, 2026 |
| Park Capital Management, LLC / WI | History | Added to | 5,987 | 266 | 0.14% | 0.14% | 368 | +738 | 14.06% | Q3 2026 | Oct 13, 2026 |
| Sulzberger Capital Advisors, Inc. | History | No change | 6,000 | 266 | 0.26% | 0.26% | 369 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Savvy Advisors, Inc. | History | No change | 5,821 | 262 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 5,711 | 257 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 5,732 | 254 | 0.01% | 0.01% | 372 | -60 | -1.04% | Q3 2026 | Oct 19, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 5,708 | 253 | 0.03% | 0.03% | 373 | -26 | -0.45% | Q3 2026 | Oct 09, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 5,627 | 250 | 0.13% | — | 375 | +5,627 | New | Q3 2026 | Oct 27, 2026 |
| Curi Capital, LLC | History | No change | 5,561 | 250 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commonwealth Financial Services, LLC | History | New | 5,586 | 248 | 0.04% | — | 377 | +5,586 | New | Q3 2026 | Oct 20, 2026 |
| NorthRock Partners, LLC | History | No change | 5,508 | 248 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | Reduced | 5,391 | 239 | 0.04% | 0.06% | 379 | -2,031 | -27.36% | Q3 2026 | Nov 04, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 5,398 | 239 | 0.04% | 0.04% | 378 | +79 | 1.49% | Q3 2026 | Oct 27, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 5,258 | 237 | 0.02% | 0.02% | 380 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Allen Capital Group, LLC | History | New | 5,326 | 236 | 0.02% | — | 381 | +5,326 | New | Q3 2026 | Oct 27, 2026 |
| AlTi Global, Inc. | History | No change | 5,145 | 232 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keebeck Wealth Management | History | No change | 5,026 | 226 | 0.02% | 0.02% | 383 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthCollab, LLC | History | No change | 5,011 | 226 | 0.08% | 0.08% | 384 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Athena Wealth Management, LLC | History | Reduced | 5,074 | 225 | 0.16% | 0.34% | 386 | -5,038 | -49.82% | Q3 2026 | Oct 09, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 5,076 | 225 | 0.01% | 0.01% | 385 | -1,160 | -18.6% | Q3 2026 | Nov 05, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 4,935 | 219 | 0.0% | 0.0% | 387 | -184 | -3.59% | Q3 2026 | Oct 13, 2026 |
| JM2 Capital Inc. | History | Reduced | 4,868 | 216 | 0.14% | 0.15% | 388 | -59 | -1.2% | Q3 2026 | Oct 13, 2026 |
| Echo45 Advisors LLC | History | Added to | 4,776 | 212 | 0.1% | 0.11% | 389 | +204 | 4.46% | Q3 2026 | Oct 07, 2026 |
| IPG Investment Advisors LLC | History | New | 4,750 | 211 | 0.03% | — | 390 | +4,750 | New | Q3 2026 | Oct 29, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 4,592 | 207 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tanager Wealth Management LLP | History | New | 4,577 | 203 | 0.02% | — | 392 | +4,577 | New | Q3 2026 | Oct 19, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 4,570 | 203 | 0.03% | — | 393 | +4,570 | New | Q3 2026 | Oct 19, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 4,535 | 202 | 0.0% | 0.0% | 394 | +180 | 4.13% | Q3 2026 | Oct 16, 2026 |
| Voleon Capital Management LP | History | No change | 4,461 | 201 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 4,508 | 200 | 0.0% | 0.0% | 397 | -17,084 | -79.12% | Q3 2026 | Nov 04, 2026 |
| MEYER HANDELMAN CO | History | No change | 4,500 | 200 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,431 | 199 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 4,344 | 196 | 0.02% | 0.02% | 399 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grove Bank & Trust | History | Reduced | 4,301 | 191 | 0.02% | 0.02% | 400 | -602 | -12.28% | Q3 2026 | Oct 08, 2026 |
| Ascentis Independent Advisors | History | New | 4,272 | 189 | 0.01% | — | 401 | +4,272 | New | Q3 2026 | Nov 03, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 4,235 | 188 | 0.05% | 0.06% | 402 | -1,354 | -24.23% | Q3 2026 | Nov 02, 2026 |
| Elequin Capital, LP | History | No change | 3,871 | 174 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 3,727 | 168 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3,776 | 167 | 0.0% | 0.01% | 405 | -1,873 | -33.16% | Q3 2026 | Oct 21, 2026 |
| MATHER GROUP, LLC. | History | New | 3,236 | 143 | 0.0% | — | 407 | +3,236 | New | Q3 2026 | Oct 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,188 | 143 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 3,025 | 136 | 0.02% | 0.02% | 408 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 3,025 | 136 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,903 | 130 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 2,567 | 114 | 0.0% | 0.0% | 411 | -652 | -20.25% | Q3 2026 | Nov 05, 2026 |
| Inspire Investing, LLC | History | Reduced | 2,475 | 110 | 0.0% | 0.01% | 413 | -1,641 | -39.87% | Q3 2026 | Oct 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,492 | 110 | 0.0% | 0.0% | 412 | +177 | 7.65% | Q3 2026 | Oct 20, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 2,391 | 106 | 0.02% | 0.02% | 414 | +89 | 3.87% | Q3 2026 | Oct 28, 2026 |
| EASTERN BANK | History | Added to | 2,339 | 103 | 0.0% | 0.0% | 415 | +223 | 10.54% | Q3 2026 | Oct 05, 2026 |
| V-Square Quantitative Management LLC | History | Reduced | 2,222 | 98 | 0.01% | 0.01% | 416 | -53 | -2.33% | Q3 2026 | Oct 15, 2026 |
| Regatta Research & Money Management | History | No change | 2,142 | 96 | 0.09% | 0.09% | 417 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 2,095 | 93 | 0.0% | 0.0% | 418 | +7 | 0.34% | Q3 2026 | Nov 03, 2026 |
| Polaris Financial Partners | History | New | 2,037 | 91 | 0.04% | — | 419 | +2,037 | New | Q3 2026 | Oct 02, 2026 |
| UMB Bank, n.a. | History | No change | 1,999 | 90 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Livelsberger Financial Advisory | History | New | 1,922 | 85 | 0.46% | — | 421 | +1,922 | New | Q3 2026 | Oct 27, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,809 | 80 | 0.01% | 0.01% | 422 | +14 | 0.78% | Q3 2026 | Nov 02, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,785 | 79 | 0.01% | 0.01% | 423 | +54 | 3.12% | Q3 2026 | Oct 27, 2026 |
| United Financial Planning Group LLC | History | No change | 1,797 | 79 | 0.04% | 0.04% | 424 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,545 | 72 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,595 | 70 | 0.01% | 0.01% | 426 | +268 | 20.2% | Q3 2026 | Oct 23, 2026 |
| BESSEMER GROUP INC | History | No change | 1,532 | 69 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,529 | 68 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,514 | 68 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOCHK Asset Management Ltd | History | Reduced | 1,404 | 62 | 0.01% | 0.02% | 430 | -1,596 | -53.2% | Q3 2026 | Oct 29, 2026 |
| Key FInancial Inc | History | No change | 1,386 | 61 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 1,362 | 60 | 0.03% | 0.03% | 432 | +114 | 9.13% | Q3 2026 | Nov 05, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 1,208 | 53 | 0.01% | 0.0% | 433 | +1,096 | 978.57% | Q3 2026 | Nov 03, 2026 |
| Smithfield Trust Co | History | No change | 1,151 | 52 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 1,150 | 51 | 0.01% | 0.01% | 435 | +87 | 8.18% | Q3 2026 | Nov 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 1,101 | 49 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 1,100 | 48 | 0.0% | 0.0% | 437 | -18,668 | -94.44% | Q3 2026 | Oct 28, 2026 |
| True Wealth Design, LLC | History | Added to | 1,092 | 48 | 0.01% | 0.01% | 438 | +105 | 10.64% | Q3 2026 | Oct 13, 2026 |
| Banque Transatlantique SA | History | No change | 1,000 | 45 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Root Financial Partners, LLC | History | New | 1,000 | 44 | 0.0% | — | 440 | +1,000 | New | Q3 2026 | Oct 21, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 950 | 42 | 0.02% | 0.02% | 442 | -25 | -2.56% | Q3 2026 | Oct 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 951 | 42 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | Added to | 899 | 39 | 0.01% | 0.0% | 443 | +608 | 208.93% | Q3 2026 | Nov 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 854 | 38 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 762 | 34 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 749 | 33 | 0.01% | — | 447 | +749 | New | Q3 2026 | Oct 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 750 | 33 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Ancora Advisors LLC | History | No change | 721 | 32 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidemark, LLC | History | No change | 713 | 32 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EFG International AG | History | No change | 722 | 32 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gleason Group, Inc. | History | Reduced | 714 | 31 | 0.0% | 0.0% | 451 | -131 | -15.5% | Q3 2026 | Oct 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 666 | 30 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valued Wealth Advisors LLC | History | No change | 676 | 30 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| PROFFITT & GOODSON INC | History | No change | 652 | 29 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 667 | 29 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Cornerstone Financial Management LLC | History | No change | 660 | 29 | 0.02% | 0.02% | 456 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 592 | 26 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westfuller Advisors, LLC | History | No change | 485 | 21 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allied Private Wealth LLC | History | No change | 526 | 21 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 456 | 20 | 0.0% | 0.0% | 460 | -491 | -51.85% | Q3 2026 | Oct 16, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 469 | 20 | 0.0% | 0.0% | 461 | +20 | 4.45% | Q3 2026 | Oct 20, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 430 | 19 | 0.0% | — | 463 | +430 | New | Q3 2026 | Oct 30, 2026 |
| North Star Investment Management Corp. | History | No change | 440 | 19 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Fortitude Family Office, LLC | History | New | 392 | 17 | 0.0% | — | 466 | +392 | New | Q3 2026 | Oct 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 402 | 17 | 0.0% | 0.0% | 464 | -72 | -15.19% | Q3 2026 | Nov 05, 2026 |
| Optiver Holding B.V. | History | No change | 394 | 17 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAILLIE GIFFORD & CO | History | No change | 362 | 16 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 372 | 16 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 354 | 15 | 0.0% | 0.0% | 469 | -67 | -15.91% | Q3 2026 | Oct 20, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 337 | 15 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 317 | 14 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Downshift Financial, LLC | History | No change | 323 | 14 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Crewe Advisors LLC | History | No change | 306 | 13 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Princeton Global Asset Management LLC | History | No change | 301 | 13 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 314 | 13 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Park Place Capital Corp | History | No change | 280 | 12 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 292 | 12 | 0.01% | 0.01% | 477 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Versant Capital Management, Inc | History | Reduced | 255 | 11 | 0.0% | 0.0% | 479 | -8 | -3.04% | Q3 2026 | Oct 01, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 269 | 11 | 0.0% | 0.0% | 478 | +2 | 0.75% | Q3 2026 | Oct 28, 2026 |
| Friedenthal Financial | History | No change | 245 | 10 | 0.0% | 0.01% | 480 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 200 | 9 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basepoint Wealth LLC | History | No change | 212 | 9 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bare Financial Services, Inc | History | New | 199 | 8 | 0.0% | — | 484 | +199 | New | Q3 2026 | Nov 04, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 181 | 8 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GoalVest Advisory LLC | History | No change | 177 | 7 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 7,056 | 7 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bogart Wealth, LLC | History | No change | 139 | 6 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | No change | 156 | 6 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| IMA Advisory Services, Inc. | History | No change | 132 | 5 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trust Co | History | No change | 132 | 5 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Silicon Valley Capital Partners | History | No change | 113 | 5 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Spire Wealth Management | History | No change | 124 | 5 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Dogwood Wealth Management LLC | History | No change | 126 | 5 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Signature Equity Partners, LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Berbice Capital Management LLC | History | New | 100 | 4 | 0.0% | — | 498 | +100 | New | Q3 2026 | Oct 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 99 | 4 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| JPL Wealth Management, LLC | History | No change | 105 | 4 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 73 | 3 | 0.0% | — | 502 | +73 | New | Q3 2026 | Oct 27, 2026 |
| Oakworth Capital, Inc. | History | New | 70 | 3 | 0.0% | — | 500 | +70 | New | Q3 2026 | Oct 26, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 70 | 3 | 0.0% | — | 501 | +70 | New | Q3 2026 | Nov 02, 2026 |
| Aventura Private Wealth, LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Elyxium Wealth, LLC | History | New | 55 | 2 | 0.0% | — | 505 | +55 | New | Q3 2026 | Oct 27, 2026 |
| Triumph Capital Management | History | No change | 50 | 2 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Investors Portfolio Services LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bayforest Capital Ltd | History | Reduced | 24 | 1 | 0.0% | 0.04% | 507 | -868 | -97.31% | Q3 2026 | Nov 03, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 36 | 1 | 0.0% | — | 508 | +36 | New | Q3 2026 | Oct 27, 2026 |
| Clark Wealth Partners | History | New | 23 | 1 | 0.0% | — | 509 | +23 | New | Q3 2026 | Oct 16, 2026 |
| Abound Wealth Management | History | No change | 24 | 1 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -90,607 | -100.0% | Q3 2026 | Nov 05, 2026 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 0.44% | — | -89,531 | -100.0% | Q3 2026 | Oct 23, 2026 |
| AGF MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -58,960 | -100.0% | Q3 2026 | Nov 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -44,851 | -100.0% | Q3 2026 | Nov 05, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -27,605 | -100.0% | Q3 2026 | Oct 09, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.78% | — | -12,206 | -100.0% | Q3 2026 | Oct 20, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,047 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Collaborative Fund Advisors, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -8,450 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Johnson Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,490 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Whalen Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -5,830 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Americana Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,626 | -100.0% | Q3 2026 | Oct 28, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,000 | -100.0% | Q3 2026 | Nov 03, 2026 |
| J. Safra Sarasin Holding AG | History | Closed out | 0 | 0 | — | 0.0% | — | -4,463 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,638 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,140 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -725 | -100.0% | Q3 2026 | Oct 23, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Harborfront Financial Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |