APTARGROUP, INC. - ATR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 6,137,894 | 768,464 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 4,744,564 | 594,019 | 0.41% | 0.41% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 3,638,724 | 455,568 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 3,523,908 | 441,193 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,893,751 | 362,297 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 2,863,390 | 358,496 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 2,554,561 | 319,831 | 0.18% | 0.18% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,890,052 | 229,009 | 0.04% | 0.04% | 8 | +148,758 | 8.54% | Q3 2026 | Nov 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,747,815 | 218,863 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 1,548,824 | 193,912 | 0.13% | 0.13% | 10 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | No change | 1,423,771 | 178,256 | 2.54% | 2.54% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| River Road Asset Management, LLC | History | No change | 1,350,700 | 169,107 | 1.88% | 1.88% | 12 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Boston Trust Walden Corp | History | Reduced | 1,156,840 | 140,162 | 1.13% | 1.24% | 13 | -146,886 | -11.27% | Q3 2026 | Oct 30, 2026 |
| FMR LLC | History | No change | 1,073,810 | 134,441 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,070,632 | 134,043 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LONDON CO OF VIRGINIA | History | No change | 793,033 | 99,288 | 0.57% | 0.57% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 736,351 | 92,191 | 0.11% | 0.11% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 680,207 | 84,706 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlas FRM LLC | History | No change | 670,000 | 83,884 | 3.59% | 3.59% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | No change | 649,607 | 81,330 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 609,209 | 73,811 | 0.01% | 0.01% | 21 | +131,747 | 27.59% | Q3 2026 | Nov 05, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 545,629 | 68,312 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 559,516 | 67,790 | 0.76% | 0.81% | 23 | -11,372 | -1.99% | Q3 2026 | Nov 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 477,508 | 59,784 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 462,989 | 57,966 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 452,099 | 54,776 | 0.09% | 0.06% | 26 | +168,528 | 59.43% | Q3 2026 | Nov 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 403,160 | 50,475 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 401,624 | 50,283 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 399,701 | 50,042 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 396,072 | 49,588 | 0.83% | 0.83% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 392,399 | 49,128 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 366,123 | 45,845 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 320,811 | 40,165 | 0.18% | 0.18% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 318,053 | 39,848 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | Reduced | 303,315 | 36,749 | 1.28% | 1.63% | 35 | -89,795 | -22.84% | Q3 2026 | Oct 26, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 286,172 | 35,828 | 0.08% | 0.08% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 276,113 | 34,569 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 260,394 | 32,601 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 257,978 | 32,298 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 252,583 | 31,623 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 244,956 | 30,668 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Hemenway Trust Co LLC | History | No change | 209,840 | 26,271 | 1.84% | 1.84% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ProShare Advisors LLC | History | Added to | 211,926 | 25,676 | 0.04% | 0.04% | 43 | +2,192 | 1.05% | Q3 2026 | Oct 28, 2026 |
| Cornerstone Capital, Inc. | History | No change | 198,775 | 24,886 | 2.22% | 2.22% | 44 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RHUMBLINE ADVISERS | History | No change | 195,722 | 24,504 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mawer Investment Management Ltd. | History | No change | 193,292 | 24,200 | 0.16% | 0.16% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 183,181 | 23,077 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NUANCE INVESTMENTS, LLC | History | No change | 183,170 | 22,932 | 3.9% | 3.9% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 178,656 | 22,367 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 178,428 | 22,339 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 170,400 | 21,334 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 174,753 | 21,173 | 0.49% | 0.46% | 52 | -3,780 | -2.12% | Q3 2026 | Oct 13, 2026 |
| AE Wealth Management LLC | History | No change | 165,893 | 20,770 | 0.1% | 0.1% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 162,064 | 20,676 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Handelsbanken Fonder AB | History | No change | 164,957 | 20,653 | 0.06% | 0.06% | 55 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MetLife Investment Management, LLC | History | No change | 161,801 | 20,257 | 0.09% | 0.09% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 160,237 | 20,061 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 159,793 | 20,006 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 155,567 | 19,476 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 154,806 | 19,381 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 148,203 | 18,555 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 146,022 | 17,692 | 0.01% | 0.01% | 62 | +1,141 | 0.79% | Q3 2026 | Nov 02, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 144,239 | 17,475 | 0.29% | 0.31% | 63 | -16,696 | -10.37% | Q3 2026 | Oct 01, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 141,197 | 17,107 | 0.02% | 0.02% | 64 | +2,112 | 1.52% | Q3 2026 | Nov 02, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 136,631 | 17,106 | 0.2% | 0.2% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 135,896 | 17,003 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Howard Capital Management Group, LLC | History | Added to | 139,614 | 16,915 | 0.98% | 1.06% | 67 | +1,228 | 0.89% | Q3 2026 | Oct 16, 2026 |
| NICHOLAS COMPANY, INC. | History | Reduced | 139,575 | 16,910 | 0.31% | 0.32% | 68 | -40 | -0.03% | Q3 2026 | Nov 05, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 131,861 | 16,508 | 0.11% | 0.11% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 128,000 | 16,025 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 125,665 | 15,733 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 125,615 | 15,727 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SPEECE THORSON CAPITAL GROUP INC | History | No change | 121,355 | 15,194 | 3.25% | 3.25% | 73 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Corient Private Wealth LP | History | No change | 121,044 | 15,154 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 119,035 | 14,903 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Reduced | 121,613 | 14,734 | 2.42% | 2.49% | 76 | -4,574 | -3.62% | Q3 2026 | Oct 29, 2026 |
| Aristotle Capital Boston, LLC | History | No change | 116,953 | 14,642 | 0.98% | 0.98% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 115,597 | 14,472 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 118,988 | 14,416 | 0.63% | 1.03% | 79 | -67,691 | -36.26% | Q3 2026 | Oct 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 111,569 | 13,968 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | No change | 111,331 | 13,938 | 0.41% | 0.41% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 109,037 | 13,651 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 107,354 | 13,440 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Curi Capital, LLC | History | No change | 105,487 | 13,206 | 0.2% | 0.2% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 101,119 | 12,660 | 0.77% | 0.77% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 94,217 | 11,795 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 92,048 | 11,524 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 90,996 | 11,392 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sone Capital Management, LLC | History | No change | 90,366 | 11,313 | 0.86% | 0.86% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 90,033 | 11,272 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 89,526 | 11,210 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 88,615 | 11,094 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 88,530 | 11,085 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Broderick Brian C | History | No change | 87,834 | 10,996 | 1.7% | 1.7% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 85,364 | 10,687 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 81,974 | 10,330 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 80,701 | 10,103 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 75,473 | 9,449 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 74,488 | 9,346 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 74,041 | 9,269 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 70,602 | 8,554 | 0.21% | 0.21% | 101 | +617 | 0.88% | Q3 2026 | Oct 22, 2026 |
| EULAV Asset Management | History | No change | 69,300 | 8,396 | 0.3% | 0.28% | 102 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 66,963 | 8,383 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 66,319 | 8,303 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 64,719 | 8,102 | 0.06% | 0.06% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 66,297 | 8,032 | 0.0% | 0.0% | 106 | +31,490 | 90.47% | Q3 2026 | Nov 02, 2026 |
| Retirement Systems of Alabama | History | Reduced | 65,582 | 7,945 | 0.02% | 0.02% | 107 | -426 | -0.65% | Q3 2026 | Nov 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 61,790 | 7,737 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUZO MICHAEL J | History | No change | 60,108 | 7,525 | 1.94% | 1.94% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 59,824 | 7,489 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 59,714 | 7,476 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kidder Stephen W | History | No change | 56,968 | 7,132 | 1.8% | 1.8% | 112 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Holocene Advisors, LP | History | No change | 56,932 | 7,127 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 56,483 | 7,071 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 55,893 | 6,997 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOMERVILLE KURT F | History | No change | 55,419 | 6,938 | 1.66% | 1.66% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Delaney Dennis R | History | No change | 54,598 | 6,835 | 2.18% | 2.18% | 117 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 54,000 | 6,760 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 51,916 | 6,500 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 52,026 | 6,303 | 0.01% | 0.01% | 120 | -3,800 | -6.81% | Q3 2026 | Oct 22, 2026 |
| Snowden Capital Advisors LLC | History | No change | 49,880 | 6,244 | 0.15% | 0.15% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 48,785 | 6,107 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 45,277 | 5,668 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 45,465 | 5,508 | 0.21% | 0.21% | 124 | +71 | 0.16% | Q3 2026 | Oct 15, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 42,579 | 5,330 | 0.05% | 0.05% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LPL Financial LLC | History | No change | 41,606 | 5,209 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elefante Mark B | History | No change | 39,327 | 4,923 | 2.12% | 2.12% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 38,765 | 4,854 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 38,336 | 4,793 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bahl & Gaynor LLC | History | Reduced | 37,814 | 4,581 | 0.02% | 0.03% | 130 | -8,074 | -17.6% | Q3 2026 | Nov 05, 2026 |
| Notis-McConarty Edward | History | No change | 36,484 | 4,567 | 1.97% | 1.97% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | Added to | 36,696 | 4,446 | 0.01% | 0.0% | 132 | +31,354 | 586.93% | Q3 2026 | Nov 04, 2026 |
| Roubaix Capital, LLC | History | No change | 34,847 | 4,362 | 1.56% | 1.56% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Added to | 35,984 | 4,359 | 0.0% | 0.0% | 134 | +4,099 | 12.86% | Q3 2026 | Nov 04, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 34,627 | 4,335 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 34,408 | 4,307 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 33,928 | 4,247 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 33,432 | 4,185 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | No change | 33,258 | 4,163 | 0.13% | 0.13% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 33,890 | 4,106 | 0.04% | 0.04% | 140 | -520 | -1.51% | Q3 2026 | Oct 23, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | No change | 32,232 | 4,035 | 0.18% | 0.18% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 31,253 | 3,912 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 30,306 | 3,794 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 29,751 | 3,724 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 29,658 | 3,713 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HALL LAURIE J TRUSTEE | History | Reduced | 29,554 | 3,580 | 1.14% | 1.17% | 146 | -375 | -1.25% | Q3 2026 | Oct 06, 2026 |
| Concentric Capital Strategies, LP | History | No change | 28,421 | 3,558 | 0.2% | 0.2% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 27,923 | 3,495 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 28,832 | 3,493 | 0.01% | 0.01% | 149 | -2,457 | -7.85% | Q3 2026 | Nov 05, 2026 |
| Quantbot Technologies LP | History | No change | 27,795 | 3,479 | 0.14% | 0.14% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMALGAMATED BANK | History | Added to | 28,521 | 3,456 | 0.02% | 0.02% | 151 | +141 | 0.5% | Q3 2026 | Oct 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 27,539 | 3,447 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 27,260 | 3,412 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 31,509 | 3,407 | 0.01% | 0.0% | 154 | +6,307 | 25.03% | Q3 2026 | Oct 13, 2026 |
| Treasurer of the State of North Carolina | History | No change | 26,992 | 3,379 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 26,411 | 3,306 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 26,164 | 3,275 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 26,845 | 3,252 | 0.0% | 0.0% | 158 | -131 | -0.49% | Q3 2026 | Oct 30, 2026 |
| Entropy Technologies, LP | History | No change | 25,509 | 3,193 | 0.13% | 0.13% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 25,012 | 3,131 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Choate Investment Advisors | History | No change | 24,947 | 3,123 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 24,950 | 3,123 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 24,374 | 3,051 | 0.08% | 0.08% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 23,789 | 2,978 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 23,536 | 2,946 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dempze Nancy E | History | No change | 23,107 | 2,892 | 1.38% | 1.38% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 22,165 | 2,775 | 0.15% | 0.15% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 21,289 | 2,665 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 21,211 | 2,655 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 20,859 | 2,611 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Hilton Capital Management, LLC | History | No change | 20,849 | 2,610 | 0.18% | 0.18% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 20,257 | 2,536 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 20,800 | 2,520 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Fisher Asset Management, LLC | History | No change | 20,117 | 2,518 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ALLSTATE CORP | History | No change | 19,984 | 2,501 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 19,736 | 2,471 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 19,625 | 2,457 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 20,228 | 2,450 | 0.24% | 0.1% | 178 | +12,104 | 148.99% | Q3 2026 | Nov 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 18,893 | 2,365 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 18,867 | 2,362 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 18,400 | 2,303 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 18,900 | 2,289 | 0.03% | 0.03% | 182 | +200 | 1.07% | Q3 2026 | Oct 20, 2026 |
| Tidal Investments LLC | History | No change | 17,987 | 2,251 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Achmea Investment Management B.V. | History | New | 18,400 | 2,231 | 0.02% | — | 184 | +18,400 | New | Q3 2026 | Oct 30, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 18,413 | 2,230 | 0.49% | 0.51% | 185 | +222 | 1.22% | Q3 2026 | Oct 21, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 18,393 | 2,228 | 0.1% | 0.11% | 186 | +3 | 0.02% | Q3 2026 | Oct 28, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 17,663 | 2,211 | 0.1% | 0.1% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 17,980 | 2,178 | 0.01% | 0.01% | 188 | +383 | 2.18% | Q3 2026 | Nov 03, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 17,787 | 2,155 | 0.22% | 0.22% | 189 | +440 | 2.54% | Q3 2026 | Oct 16, 2026 |
| South Dakota Investment Council | History | No change | 17,093 | 2,140 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | History | No change | 17,500 | 2,120 | 0.4% | 0.44% | 191 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 17,482 | 2,118 | 0.37% | — | 192 | +17,482 | New | Q3 2026 | Oct 08, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 16,796 | 2,102 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 16,689 | 2,089 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 16,669 | 2,086 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Advisory Services Network, LLC | History | No change | 16,597 | 2,077 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 16,989 | 2,058 | 0.02% | 0.03% | 197 | -1,229 | -6.75% | Q3 2026 | Oct 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 15,317 | 1,917 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 15,176 | 1,838 | 0.01% | 0.01% | 199 | -103 | -0.67% | Q3 2026 | Nov 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 14,527 | 1,818 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 14,910 | 1,806 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 14,356 | 1,797 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 14,144 | 1,770 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 13,732 | 1,719 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vest Financial, LLC | History | Added to | 13,834 | 1,676 | 0.02% | 0.02% | 205 | +468 | 3.5% | Q3 2026 | Oct 21, 2026 |
| Pathstone Holdings, LLC | History | No change | 13,311 | 1,666 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 13,622 | 1,650 | 0.02% | 0.01% | 207 | +4,773 | 53.94% | Q3 2026 | Oct 15, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 13,300 | 1,611 | 0.04% | 0.04% | 208 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 13,158 | 1,594 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Aquatic Capital Management LLC | History | No change | 12,716 | 1,592 | 0.05% | 0.05% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | No change | 12,679 | 1,587 | 0.17% | 0.17% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 13,043 | 1,580 | 0.03% | 0.07% | 212 | -13,234 | -50.36% | Q3 2026 | Oct 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 12,591 | 1,576 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 12,430 | 1,556 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Harbour Investment Management & Counsel, LLC | History | No change | 12,402 | 1,552 | 1.84% | 1.84% | 215 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cerity Partners LLC | History | No change | 11,952 | 1,496 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aurora Investment Counsel | History | No change | 11,785 | 1,475 | 0.76% | 0.76% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 11,494 | 1,439 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 11,300 | 1,414 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 11,174 | 1,398 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 11,156 | 1,396 | 0.09% | 0.09% | 221 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Evercore Wealth Management, LLC | History | No change | 10,860 | 1,359 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 10,521 | 1,317 | 0.11% | 0.11% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Added to | 10,828 | 1,311 | 0.02% | 0.01% | 224 | +2,092 | 23.95% | Q3 2026 | Nov 03, 2026 |
| ALBERT D MASON INC | History | Added to | 10,598 | 1,284 | 0.77% | 0.74% | 226 | +139 | 1.33% | Q3 2026 | Oct 27, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 10,259 | 1,284 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 10,519 | 1,274 | 0.01% | 0.0% | 227 | +8,445 | 407.18% | Q3 2026 | Oct 15, 2026 |
| Sendero Wealth Management, LLC | History | No change | 10,515 | 1,273 | 0.13% | 0.13% | 228 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 10,351 | 1,254 | 0.0% | 0.0% | 229 | -16 | -0.15% | Q3 2026 | Nov 03, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | No change | 9,823 | 1,229 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Utah Retirement Systems | History | No change | 9,620 | 1,204 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 9,429 | 1,180 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversified Trust Co | History | No change | 9,423 | 1,179 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 9,231 | 1,155 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 9,501 | 1,151 | 0.02% | 0.01% | 235 | +1,753 | 22.63% | Q3 2026 | Oct 27, 2026 |
| NWAM LLC | History | No change | 9,167 | 1,147 | 0.06% | 0.06% | 236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Verition Fund Management LLC | History | No change | 9,119 | 1,141 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ICW Investment Advisors LLC | History | Reduced | 9,254 | 1,121 | 0.4% | 0.42% | 238 | -345 | -3.59% | Q3 2026 | Oct 27, 2026 |
| Horizon Investments, LLC | History | No change | 8,917 | 1,112 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Reduced | 9,174 | 1,111 | 0.01% | 0.01% | 240 | -297 | -3.14% | Q3 2026 | Nov 03, 2026 |
| Engineers Gate Manager LP | History | No change | 8,821 | 1,104 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 8,476 | 1,061 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 8,725 | 1,057 | 0.02% | 0.02% | 243 | -513 | -5.55% | Q3 2026 | Oct 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 8,803 | 1,049 | 0.03% | 0.04% | 244 | -3,764 | -29.95% | Q3 2026 | Oct 20, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 8,282 | 1,036 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 8,260 | 1,034 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Inspire Investing, LLC | History | Added to | 8,498 | 1,029 | 0.04% | 0.03% | 247 | +1,809 | 27.04% | Q3 2026 | Oct 22, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 8,159 | 1,021 | 0.05% | 0.05% | 248 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| McCollum Christoferson Group LLC | History | No change | 8,430 | 1,021 | 0.3% | 0.31% | 249 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Independent Advisor Alliance | History | No change | 8,086 | 1,012 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | No change | 8,016 | 1,003 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empowered Funds, LLC | History | No change | 7,910 | 990 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 7,870 | 985 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 7,916 | 959 | 0.02% | 0.04% | 254 | -3,928 | -33.16% | Q3 2026 | Oct 22, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 7,600 | 951 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 7,409 | 937 | 0.02% | 0.01% | 256 | +1,598 | 27.5% | Q3 2026 | Oct 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 7,348 | 919 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sepio Capital, LP | History | Reduced | 7,582 | 918 | 0.04% | 0.05% | 258 | -286 | -3.63% | Q3 2026 | Oct 22, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 7,475 | 905 | 0.05% | 0.05% | 259 | -182 | -2.38% | Q3 2026 | Oct 29, 2026 |
| Pacer Advisors, Inc. | History | No change | 7,163 | 897 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 7,079 | 886 | 0.15% | 0.15% | 261 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 7,277 | 881 | 0.19% | 0.2% | 262 | -225 | -3.0% | Q3 2026 | Nov 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 6,904 | 864 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 6,374 | 798 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 6,365 | 796 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CERTUITY, LLC | History | Added to | 6,009 | 728 | 0.03% | 0.03% | 266 | +363 | 6.43% | Q3 2026 | Nov 02, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 5,953 | 721 | 0.05% | 0.05% | 267 | +85 | 1.45% | Q3 2026 | Oct 22, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 5,704 | 714 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 5,657 | 708 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 5,614 | 703 | 0.16% | 0.16% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Reduced | 5,720 | 693 | 0.06% | 0.07% | 271 | -215 | -3.62% | Q3 2026 | Nov 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 5,712 | 692 | 0.01% | — | 272 | +5,712 | New | Q3 2026 | Oct 23, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 5,680 | 688 | 0.0% | 0.0% | 273 | -80 | -1.39% | Q3 2026 | Oct 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 5,636 | 682 | 0.01% | 0.01% | 274 | +99 | 1.79% | Q3 2026 | Oct 21, 2026 |
| Townsend & Associates, Inc | History | No change | 5,400 | 672 | 0.06% | 0.06% | 275 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 5,277 | 660 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 5,098 | 638 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 4,730 | 627 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Marble Wealth, LLC | History | No change | 5,000 | 626 | 0.1% | 0.1% | 279 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | No change | 4,981 | 623 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 5,120 | 620 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 4,960 | 620 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,937 | 618 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | Added to | 4,877 | 590 | 0.0% | 0.0% | 284 | +542 | 12.5% | Q3 2026 | Nov 05, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 4,825 | 584 | 0.03% | 0.02% | 285 | +1,426 | 41.95% | Q3 2026 | Oct 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 4,627 | 579 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 4,670 | 565 | 0.05% | 0.05% | 287 | -68 | -1.44% | Q3 2026 | Oct 28, 2026 |
| SYON CAPITAL LLC | History | No change | 4,379 | 548 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisor Resource Council | History | Reduced | 4,518 | 544 | 0.18% | 0.16% | 289 | -48 | -1.05% | Q3 2026 | Nov 05, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 4,392 | 532 | 0.04% | 0.05% | 290 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Morningstar Investment Management LLC | History | No change | 4,051 | 510 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HB Wealth Management, LLC | History | Added to | 4,245 | 508 | 0.0% | 0.0% | 293 | +1,423 | 50.43% | Q3 2026 | Oct 23, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 4,200 | 508 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Richmond Brothers, Inc. | History | No change | 3,883 | 486 | 0.25% | 0.25% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 3,845 | 481 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 3,834 | 480 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MQS Management LLC | History | No change | 3,805 | 476 | 0.58% | 0.58% | 297 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Oak Thistle LLC | History | Added to | 3,917 | 474 | 0.04% | 0.03% | 298 | +1,633 | 71.5% | Q3 2026 | Oct 21, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 3,860 | 467 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 3,672 | 459 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 3,749 | 454 | 0.01% | 0.01% | 301 | +26 | 0.7% | Q3 2026 | Nov 03, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 3,589 | 449 | 0.07% | 0.07% | 302 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DekaBank Deutsche Girozentrale | History | Reduced | 3,641 | 445 | 0.0% | 0.01% | 305 | -28,093 | -88.53% | Q3 2026 | Oct 27, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 3,678 | 445 | 0.01% | 0.01% | 304 | +388 | 11.79% | Q3 2026 | Oct 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 3,556 | 445 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 3,630 | 439 | 0.01% | 0.01% | 306 | +545 | 17.67% | Q3 2026 | Nov 05, 2026 |
| EntryPoint Capital, LLC | History | No change | 3,504 | 438 | 0.11% | 0.11% | 307 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 3,605 | 436 | 0.04% | 0.05% | 308 | -576 | -13.78% | Q3 2026 | Oct 01, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 3,588 | 434 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 3,536 | 430 | 0.01% | 0.01% | 310 | +1,573 | 80.13% | Q3 2026 | Oct 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,430 | 429 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,491 | 422 | 0.0% | 0.0% | 312 | -806 | -18.76% | Q3 2026 | Nov 02, 2026 |
| Riverwater Partners LLC | History | Added to | 3,485 | 422 | 0.12% | 0.13% | 313 | +4 | 0.11% | Q3 2026 | Nov 03, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 3,414 | 413 | 0.0% | 0.01% | 314 | -7,793 | -69.54% | Q3 2026 | Oct 28, 2026 |
| Cannell & Spears LLC | History | No change | 3,229 | 404 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dakota Wealth Management | History | No change | 3,230 | 404 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vident Advisory, LLC | History | No change | 3,139 | 393 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,204 | 388 | 0.0% | 0.0% | 318 | +388 | 13.78% | Q3 2026 | Oct 16, 2026 |
| Larson Financial Group LLC | History | Added to | 3,124 | 378 | 0.01% | 0.01% | 319 | +1,431 | 84.52% | Q3 2026 | Nov 05, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,969 | 371 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | No change | 2,949 | 369 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frec Markets, Inc. | History | No change | 2,928 | 366 | 0.03% | 0.03% | 322 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boit C F David | History | No change | 3,000 | 363 | 0.15% | 0.16% | 323 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Kera Capital Partners, Inc. | History | No change | 2,903 | 363 | 0.03% | 0.03% | 324 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | New | 2,994 | 362 | 0.01% | — | 325 | +2,994 | New | Q3 2026 | Nov 03, 2026 |
| FULTON BANK, N.A. | History | Reduced | 2,934 | 355 | 0.01% | 0.01% | 326 | -5 | -0.17% | Q3 2026 | Oct 14, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 2,714 | 354 | 0.05% | 0.05% | 328 | -245 | -8.28% | Q3 2026 | Nov 02, 2026 |
| DnB Asset Management AS | History | No change | 2,831 | 354 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,914 | 353 | 0.0% | 0.0% | 329 | +243 | 9.1% | Q3 2026 | Nov 02, 2026 |
| HSBC HOLDINGS PLC | History | No change | 2,806 | 351 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,797 | 350 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 2,832 | 343 | 0.08% | 0.1% | 332 | -993 | -25.96% | Q3 2026 | Oct 08, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,699 | 337 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blueshift Asset Management, LLC | History | No change | 2,694 | 337 | 0.08% | 0.08% | 334 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crumly & Associates Inc. | History | No change | 2,786 | 337 | 0.06% | 0.07% | 335 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 2,747 | 332 | 0.01% | 0.01% | 336 | -13 | -0.47% | Q3 2026 | Oct 30, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 2,644 | 331 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | Added to | 2,699 | 327 | 0.0% | 0.0% | 338 | +520 | 23.86% | Q3 2026 | Oct 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 2,584 | 323 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 2,666 | 323 | 0.01% | 0.02% | 340 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Nykredit A/S | History | No change | 2,574 | 322 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Ballentine Partners, LLC | History | No change | 2,559 | 320 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CenterBook Partners LP | History | Reduced | 2,617 | 317 | 0.01% | 0.05% | 343 | -6,223 | -70.4% | Q3 2026 | Nov 02, 2026 |
| NICOLET BANKSHARES INC | History | No change | 2,506 | 315 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 2,583 | 312 | 0.01% | 0.01% | 345 | +976 | 60.73% | Q3 2026 | Oct 08, 2026 |
| Vise Technologies, Inc. | History | New | 2,529 | 306 | 0.0% | — | 347 | +2,529 | New | Q3 2026 | Oct 28, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 2,451 | 306 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mosley Wealth Management | History | Reduced | 2,447 | 304 | 0.09% | 0.11% | 348 | -262 | -9.67% | Q3 2026 | Oct 16, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 2,395 | 299 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,375 | 297 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 2,370 | 296 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockport Wealth LLC | History | No change | 2,436 | 295 | 0.05% | 0.05% | 352 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 2,418 | 292 | 0.02% | 0.02% | 353 | -460 | -15.98% | Q3 2026 | Oct 28, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,303 | 288 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 2,360 | 285 | 0.06% | 0.05% | 356 | +276 | 13.24% | Q3 2026 | Oct 21, 2026 |
| Argent Trust Co | History | No change | 2,278 | 285 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First National Advisers, LLC | History | No change | 2,277 | 285 | 0.04% | 0.04% | 357 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NOVEM GROUP | History | Reduced | 2,346 | 284 | 0.03% | 0.03% | 358 | -172 | -6.83% | Q3 2026 | Oct 19, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 2,250 | 281 | 0.05% | 0.05% | 359 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlphaGrep UK Ltd | History | No change | 2,224 | 278 | 0.08% | 0.08% | 360 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GatePass Capital, LLC | History | No change | 2,210 | 276 | 0.1% | 0.1% | 361 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NorthRock Partners, LLC | History | No change | 2,158 | 270 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | Added to | 2,207 | 267 | 0.0% | 0.0% | 363 | +322 | 17.08% | Q3 2026 | Oct 22, 2026 |
| COMMERCE BANK | History | No change | 2,098 | 262 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STRS OHIO | History | Added to | 2,142 | 259 | 0.0% | 0.0% | 365 | +171 | 8.68% | Q3 2026 | Oct 30, 2026 |
| Bridgefront Capital, LLC | History | No change | 2,061 | 258 | 0.07% | 0.07% | 366 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Asset Management Inc | History | No change | 2,115 | 256 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,039 | 255 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 2,081 | 252 | 0.0% | 0.0% | 369 | +73 | 3.64% | Q3 2026 | Oct 13, 2026 |
| Ridgewood Investments LLC | History | Reduced | 2,074 | 251 | 0.09% | 0.11% | 371 | -370 | -15.14% | Q3 2026 | Oct 05, 2026 |
| Private Advisor Group, LLC | History | No change | 2,009 | 251 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Venturi Wealth Management, LLC | History | No change | 2,002 | 250 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Optas, LLC | History | No change | 1,994 | 249 | 0.03% | 0.03% | 373 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SMITH, MOORE & CO. | History | No change | 1,985 | 248 | 0.02% | 0.02% | 374 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 1,972 | 246 | 0.05% | 0.05% | 375 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 2,015 | 244 | 0.01% | 0.01% | 376 | +127 | 6.73% | Q3 2026 | Nov 02, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 1,941 | 243 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Inscription Capital, LLC | History | Reduced | 1,996 | 241 | 0.03% | 0.03% | 378 | -1,092 | -35.36% | Q3 2026 | Nov 02, 2026 |
| North Dakota State Investment Board | History | Reduced | 1,941 | 235 | 0.01% | 0.01% | 380 | -4 | -0.21% | Q3 2026 | Oct 27, 2026 |
| Claret Asset Management Corp | History | No change | 1,881 | 235 | 0.03% | 0.03% | 379 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 1,918 | 232 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Wedmont Private Capital | History | New | 1,896 | 230 | 0.01% | — | 382 | +1,896 | New | Q3 2026 | Oct 09, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 1,801 | 225 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 1,798 | 225 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Phillips Wealth Planners LLC | History | No change | 1,762 | 224 | 0.17% | 0.17% | 385 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GROUPAMA ASSET MANAGMENT | History | No change | 1,785 | 223 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 1,786 | 223 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,840 | 222 | 0.0% | 0.0% | 388 | -66 | -3.46% | Q3 2026 | Oct 22, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 1,770 | 221 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | New | 1,809 | 219 | 0.0% | — | 390 | +1,809 | New | Q3 2026 | Oct 22, 2026 |
| Requisite Capital Management, LLC | History | No change | 1,735 | 217 | 0.04% | 0.04% | 391 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apollon Wealth Management, LLC | History | New | 1,762 | 213 | 0.0% | — | 392 | +1,762 | New | Q3 2026 | Oct 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 1,699 | 212 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kathmere Capital Management, LLC | History | New | 1,698 | 205 | 0.01% | — | 395 | +1,698 | New | Q3 2026 | Oct 20, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 1,695 | 205 | 0.01% | 0.01% | 394 | -27 | -1.57% | Q3 2026 | Oct 22, 2026 |
| Faithward Advisors, LLC | History | No change | 1,632 | 204 | 0.02% | 0.02% | 396 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TORONTO DOMINION BANK | History | No change | 1,622 | 203 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 1,674 | 202 | 0.0% | — | 398 | +1,674 | New | Q3 2026 | Nov 04, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 1,666 | 201 | 0.06% | — | 399 | +1,666 | New | Q3 2026 | Nov 02, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,521 | 184 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,510 | 182 | 0.0% | 0.0% | 401 | +799 | 112.38% | Q3 2026 | Oct 23, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,413 | 170 | 0.0% | 0.0% | 402 | -57 | -3.88% | Q3 2026 | Oct 16, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 1,325 | 165 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Manchester Capital Management LLC | History | Added to | 1,286 | 155 | 0.02% | 0.02% | 404 | +1 | 0.08% | Q3 2026 | Oct 22, 2026 |
| SG Americas Securities, LLC | History | No change | 1,177 | 147 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 1,100 | 137 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,068 | 129 | 0.0% | 0.0% | 407 | +297 | 38.52% | Q3 2026 | Oct 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,056 | 127 | 0.0% | 0.0% | 408 | +140 | 15.28% | Q3 2026 | Nov 03, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Added to | 1,047 | 126 | 0.0% | 0.0% | 409 | +17 | 1.65% | Q3 2026 | Oct 23, 2026 |
| STEPH & CO | History | Added to | 1,039 | 125 | 0.03% | 0.03% | 410 | +107 | 11.48% | Q3 2026 | Oct 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,000 | 125 | 0.1% | 0.1% | 411 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 981 | 118 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Bullock Wealth Management Group | History | Added to | 966 | 116 | 0.05% | 0.05% | 413 | +3 | 0.31% | Q3 2026 | Oct 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 811 | 101 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 826 | 100 | 0.0% | 0.0% | 416 | +52 | 6.72% | Q3 2026 | Nov 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 829 | 100 | 0.01% | 0.01% | 417 | +36 | 4.54% | Q3 2026 | Oct 27, 2026 |
| Smithfield Trust Co | History | No change | 800 | 100 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 798 | 99 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UMB Bank, n.a. | History | No change | 741 | 92 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 721 | 90 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 715 | 86 | 0.01% | 0.01% | 421 | +20 | 2.88% | Q3 2026 | Oct 26, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 700 | 84 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ADIRONDACK TRUST CO | History | No change | 700 | 84 | 0.03% | 0.03% | 423 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 597 | 74 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 577 | 69 | 0.01% | 0.02% | 425 | -668 | -53.65% | Q3 2026 | Oct 26, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 546 | 66 | 0.02% | 0.02% | 426 | +111 | 25.52% | Q3 2026 | Oct 07, 2026 |
| State of Wyoming | History | New | 543 | 65 | 0.01% | — | 427 | +543 | New | Q3 2026 | Oct 28, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 494 | 59 | 0.02% | 0.06% | 430 | -1,257 | -71.79% | Q3 2026 | Nov 04, 2026 |
| BESSEMER GROUP INC | History | No change | 466 | 59 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 474 | 59 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 475 | 57 | 0.0% | 0.0% | 431 | +175 | 58.33% | Q3 2026 | Oct 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 455 | 56 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 470 | 56 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 424 | 53 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 422 | 52 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 415 | 51 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | New | 377 | 45 | 0.0% | — | 439 | +377 | New | Q3 2026 | Oct 21, 2026 |
| Elyxium Wealth, LLC | History | New | 375 | 45 | 0.0% | — | 440 | +375 | New | Q3 2026 | Oct 27, 2026 |
| True Wealth Design, LLC | History | Reduced | 378 | 45 | 0.01% | 0.01% | 438 | -19 | -4.79% | Q3 2026 | Oct 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 367 | 45 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EASTERN BANK | History | No change | 350 | 42 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 314 | 39 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 304 | 38 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 310 | 37 | 0.01% | 0.02% | 444 | -255 | -45.13% | Q3 2026 | Nov 04, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 292 | 36 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HM PAYSON & CO | History | No change | 287 | 35 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WHITTIER TRUST CO | History | No change | 283 | 35 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MATHER GROUP, LLC. | History | Added to | 285 | 34 | 0.0% | 0.0% | 448 | +22 | 8.37% | Q3 2026 | Oct 14, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 263 | 31 | 0.0% | 0.0% | 450 | +38 | 16.89% | Q3 2026 | Oct 29, 2026 |
| ALERUS FINANCIAL NA | History | No change | 252 | 31 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 240 | 30 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silvant Capital Management LLC | History | No change | 240 | 30 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Piscataqua Savings Bank | History | No change | 253 | 30 | 0.02% | 0.02% | 453 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 233 | 29 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 233 | 28 | 0.0% | 0.0% | 455 | -65 | -21.81% | Q3 2026 | Oct 27, 2026 |
| Bayforest Capital Ltd | History | Reduced | 233 | 28 | 0.04% | 0.03% | 456 | -49 | -17.38% | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | Added to | 224 | 27 | 0.0% | 0.0% | 457 | +62 | 38.27% | Q3 2026 | Oct 16, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 221 | 26 | 0.0% | 0.0% | 459 | +89 | 67.42% | Q3 2026 | Oct 26, 2026 |
| GW&K Investment Management, LLC | History | No change | 205 | 26 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 207 | 25 | 0.0% | 0.0% | 460 | +6 | 2.99% | Q3 2026 | Oct 29, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 204 | 25 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Covestor Ltd | History | Added to | 198 | 24 | 0.02% | 0.01% | 462 | +65 | 48.87% | Q3 2026 | Oct 30, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 175 | 21 | 0.02% | 0.02% | 463 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 172 | 20 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ares Financial Consulting, LLC | History | No change | 166 | 20 | 0.01% | 0.01% | 465 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 150 | 19 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 136 | 17 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aviso Financial Inc. | History | No change | 133 | 16 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GoalVest Advisory LLC | History | New | 108 | 13 | 0.0% | — | 471 | +108 | New | Q3 2026 | Oct 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 109 | 13 | 0.0% | 0.0% | 469 | -17 | -13.49% | Q3 2026 | Oct 05, 2026 |
| Crewe Advisors LLC | History | No change | 107 | 13 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 94 | 11 | 0.0% | — | 475 | +94 | New | Q3 2026 | Oct 16, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 96 | 11 | 0.0% | 0.0% | 473 | -84 | -46.67% | Q3 2026 | Nov 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 98 | 11 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Quent Capital, LLC | History | No change | 88 | 11 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | Added to | 90 | 10 | 0.0% | 0.0% | 476 | +8 | 9.76% | Q3 2026 | Oct 21, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 85 | 10 | 0.0% | 0.0% | 478 | +8 | 10.39% | Q3 2026 | Oct 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 86 | 10 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 79 | 9 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 75 | 9 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| James T. Borello RIA | History | Reduced | 74 | 8 | 0.0% | 0.0% | 482 | -2 | -2.63% | Q3 2026 | Oct 16, 2026 |
| IFG Advisory, LLC | History | No change | 69 | 8 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 60 | 7 | 0.0% | 0.0% | 483 | -365 | -85.88% | Q3 2026 | Oct 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 65 | 7 | 0.0% | 0.0% | 484 | +25 | 62.5% | Q3 2026 | Oct 27, 2026 |
| Owl Creek Wealth Partners LLC | History | Reduced | 60 | 7 | 0.0% | 0.0% | 486 | -5 | -7.69% | Q3 2026 | Oct 20, 2026 |
| Quarry LP | History | No change | 56 | 7 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Your Advocates Ltd., LLP | History | No change | 50 | 6 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Private Wealth Management Group, LLC | History | No change | 51 | 6 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| First Pacific Financial | History | Added to | 49 | 5 | 0.0% | 0.0% | 492 | +41 | 512.5% | Q3 2026 | Oct 14, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 39 | 5 | 0.0% | — | 495 | +39 | New | Q3 2026 | Oct 27, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 42 | 5 | 0.0% | 0.0% | 493 | +27 | 180.0% | Q3 2026 | Oct 28, 2026 |
| Fortitude Family Office, LLC | History | Added to | 44 | 5 | 0.0% | 0.0% | 494 | +12 | 37.5% | Q3 2026 | Oct 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 46 | 5 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Anchor Investment Management, LLC | History | No change | 43 | 5 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| High Note Wealth, LLC | History | No change | 42 | 5 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Ascentis Wealth Management, LLC | History | New | 35 | 4 | 0.0% | — | 501 | +35 | New | Q3 2026 | Nov 03, 2026 |
| GK Wealth Management LLC | History | New | 34 | 4 | 0.0% | — | 502 | +34 | New | Q3 2026 | Oct 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 35 | 4 | 0.0% | 0.0% | 496 | -6 | -14.63% | Q3 2026 | Nov 03, 2026 |
| Rossby Financial, LCC | History | Reduced | 36 | 4 | 0.0% | 0.0% | 500 | -4 | -10.0% | Q3 2026 | Nov 05, 2026 |
| Spire Wealth Management | History | No change | 38 | 4 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Sachetta, LLC | History | No change | 36 | 4 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LRI Investments, LLC | History | No change | 37 | 4 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 32 | 3 | 0.0% | — | 515 | +32 | New | Q3 2026 | Oct 30, 2026 |
| BOKF, NA | History | New | 30 | 3 | 0.0% | — | 514 | +30 | New | Q3 2026 | Oct 27, 2026 |
| UMB Private Wealth Management, LLC | History | New | 26 | 3 | 0.0% | — | 516 | +26 | New | Q3 2026 | Oct 19, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 29 | 3 | 0.0% | 0.0% | 509 | +13 | 81.25% | Q3 2026 | Oct 27, 2026 |
| Key Capital Management, INC | History | Added to | 27 | 3 | 0.0% | 0.0% | 512 | +3 | 12.5% | Q3 2026 | Nov 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 28 | 3 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 30 | 3 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 27 | 3 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BFSG, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CVA Family Office, LLC | History | No change | 29 | 3 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 24 | 3 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Rialto Wealth Management, LLC | History | No change | 27 | 3 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 28 | 3 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 20 | 2 | 0.0% | — | 528 | +20 | New | Q3 2026 | Oct 09, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 22 | 2 | 0.0% | 0.0% | 518 | -12 | -35.29% | Q3 2026 | Oct 09, 2026 |
| Bare Financial Services, Inc | History | Added to | 20 | 2 | 0.0% | 0.0% | 524 | +8 | 66.67% | Q3 2026 | Nov 04, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 24 | 2 | 0.0% | 0.0% | 526 | -3 | -11.11% | Q3 2026 | Nov 02, 2026 |
| Planning Strategies Inc. | History | Reduced | 19 | 2 | 0.0% | 0.0% | 527 | -2 | -9.52% | Q3 2026 | Oct 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 17 | 2 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 23 | 2 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Cromwell Holdings LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 20 | 2 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clark Wealth Partners | History | New | 11 | 1 | 0.0% | — | 548 | +11 | New | Q3 2026 | Oct 16, 2026 |
| Hughes Financial Services, LLC | History | Added to | 15 | 1 | 0.0% | — | 542 | +10 | 200.0% | Q3 2026 | Oct 30, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 9 | 1 | 0.0% | — | 547 | +9 | New | Q3 2026 | Oct 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 14 | 1 | 0.0% | 0.0% | 536 | +3 | 27.27% | Q3 2026 | Nov 03, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 16 | 1 | 0.0% | 0.0% | 541 | -2 | -11.11% | Q3 2026 | Nov 04, 2026 |
| FIRST HORIZON CORP | History | No change | 12 | 1 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 14 | 1 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 12 | 1 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Wealth Advisors | History | No change | 14 | 1 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 10 | 1 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Golden State Wealth Management, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SHP Wealth Management | History | No change | 10 | 1 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dunhill Financial, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 10 | 1 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| HFM Investment Advisors, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MidFirst Bank | History | No change | 14 | 1 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Financial Management LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| BFC Planning, Inc. | History | No change | 14 | 1 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.02% | — | -99,902 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Baker Chad R | History | Closed out | 0 | 0 | — | 1.6% | — | -79,100 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Henshaw Capital LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -20,983 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Burford Brothers, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -5,835 | -100.0% | Q3 2026 | Oct 21, 2026 |
| JB Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,610 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Platform Technology Partners | History | Closed out | 0 | 0 | — | 0.04% | — | -2,060 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Legacy Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,637 | -100.0% | Q3 2026 | Oct 20, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -192 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -149 | -100.0% | Q3 2026 | Nov 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2026 | Oct 16, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Nov 04, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Nov 02, 2026 |
| Signature Equity Partners, LLC | History | Added to | 4 | 0 | — | — | — | +3 | 300.0% | Q3 2026 | Oct 29, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q3 2026 | Oct 27, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Nov 03, 2026 |
| NFSG Corp | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 15, 2026 |
| Signature Resources Capital Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 16, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 28, 2026 |
| North Star Investment Management Corp. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Leonteq Securities AG | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Financial Management Professionals, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Evolution Advisers, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kingdom Financial Group LLC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| American Capital Advisory, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Seneschal Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |