Atlantic Union Bankshares Corp - AUB
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 | 20,882,121 | 883,522 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 8,879,618 | 375,696 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 7,633,703 | 322,981 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 7,928,483 | 300,885 | 0.05% | 0.06% | 4 | +227,646 | 2.96% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 6,435,133 | 272,270 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 5,199,382 | 219,986 | 0.14% | 0.14% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 3,702,812 | 156,691 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,615,538 | 152,973 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Reef Capital Management LP | History | No change | 3,565,000 | 150,835 | 5.78% | 5.78% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,418,751 | 102,337 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EARNEST PARTNERS LLC | History | No change | 2,369,515 | 100,254 | 0.36% | 0.36% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 2,531,692 | 96,077 | 0.62% | 0.65% | 12 | +30,528 | 1.22% | Q3 2026 | Oct 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,772,135 | 74,979 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,719,433 | 72,749 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,538,873 | 65,109 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,536,611 | 65,014 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,466,606 | 62,052 | 0.48% | 0.48% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 1,456,569 | 61,627 | 1.23% | 1.23% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 1,432,274 | 60,599 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 1,415,944 | 59,909 | 0.1% | 0.1% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,350,759 | 57,150 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 1,265,239 | 53,532 | 0.16% | 0.16% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,022,897 | 43,278 | 0.72% | 0.72% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 977,719 | 41,367 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 952,825 | 40,314 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 999,604 | 37,934 | 0.02% | 0.02% | 26 | +18,037 | 1.84% | Q3 2026 | Nov 02, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 881,875 | 37,312 | 0.28% | 0.28% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 878,397 | 37,164 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 859,319 | 36,358 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LONDON CO OF VIRGINIA | History | No change | 785,692 | 33,242 | 0.19% | 0.19% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 767,417 | 32,438 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 753,477 | 31,879 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 721,211 | 30,514 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 711,227 | 30,092 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stieven Capital Advisors, L.P. | History | No change | 693,749 | 29,352 | 5.6% | 5.6% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 664,204 | 28,102 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 735,385 | 27,933 | 0.14% | 0.16% | 37 | -50,551 | -6.43% | Q3 2026 | Oct 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 660,044 | 27,926 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 680,322 | 25,818 | 0.13% | 0.17% | 39 | -118,009 | -14.78% | Q3 2026 | Oct 15, 2026 |
| Verity & Verity, LLC | History | Added to | 638,469 | 24,229 | 1.62% | 1.83% | 40 | +9,942 | 1.58% | Q3 2026 | Oct 23, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Added to | 608,055 | 23,076 | 1.0% | 1.07% | 41 | +1,929 | 0.32% | Q3 2026 | Oct 26, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 590,653 | 22,415 | 2.05% | 2.16% | 42 | -29,546 | -4.76% | Q3 2026 | Oct 28, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 491,643 | 20,801 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 480,202 | 20,317 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 454,866 | 19,245 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aristotle Capital Boston, LLC | History | No change | 454,584 | 19,233 | 1.29% | 1.29% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 416,436 | 17,619 | 0.31% | 0.31% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 410,119 | 17,352 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 364,155 | 15,407 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fisher Asset Management, LLC | History | No change | 360,253 | 15,242 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 331,980 | 14,046 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 331,401 | 14,021 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 331,252 | 14,015 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 299,803 | 12,684 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 287,028 | 12,144 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 268,472 | 11,359 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 263,246 | 11,138 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 257,370 | 10,889 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 265,726 | 10,084 | 0.11% | 0.12% | 59 | +590 | 0.22% | Q3 2026 | Oct 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 230,421 | 10,005 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 277,913 | 9,932 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Added to | 252,195 | 9,570 | 0.01% | 0.01% | 62 | +62,825 | 33.18% | Q3 2026 | Oct 28, 2026 |
| Phocas Financial Corp. | History | No change | 211,179 | 8,934 | 1.24% | 1.24% | 63 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 198,595 | 8,402 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 190,680 | 8,067 | 0.32% | 0.32% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 204,024 | 7,848 | 0.01% | 0.01% | 66 | -19,273 | -8.63% | Q3 2026 | Nov 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 183,102 | 7,747 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 179,058 | 7,576 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 174,324 | 7,376 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 167,948 | 7,105 | 0.06% | 0.06% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 165,667 | 7,009 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 164,063 | 6,941 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 160,713 | 6,799 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 151,501 | 6,410 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 149,189 | 6,312 | 0.12% | 0.12% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 148,407 | 6,279 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 141,084 | 5,969 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOMESTEAD ADVISERS CORP | History | No change | 139,492 | 5,901 | 0.15% | 0.15% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 139,195 | 5,889 | 0.19% | 0.19% | 79 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quantinno Capital Management LP | History | No change | 137,438 | 5,815 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GABELLI FUNDS LLC | History | No change | 135,191 | 5,719 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 132,934 | 5,564 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ilex Capital Partners (UK) LLP | History | No change | 128,653 | 5,443 | 0.11% | 0.11% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 125,606 | 5,314 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 123,526 | 5,226 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 120,352 | 5,092 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 120,940 | 4,589 | 0.0% | 0.0% | 87 | -45,448 | -27.31% | Q3 2026 | Nov 04, 2026 |
| BESSEMER GROUP INC | History | No change | 108,232 | 4,579 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 108,199 | 4,577 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Murchinson Ltd. | History | No change | 106,874 | 4,521 | 0.62% | 0.62% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | No change | 106,565 | 4,508 | 0.07% | 0.07% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 102,251 | 4,334 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 101,457 | 4,292 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 100,000 | 4,231 | 1.5% | 1.5% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 99,057 | 4,191 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 97,399 | 4,120 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 96,920 | 4,100 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 101,683 | 3,858 | 0.01% | 0.01% | 98 | +1,711 | 1.71% | Q3 2026 | Nov 02, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 89,466 | 3,785 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MARTIN & CO INC /TN/ | History | No change | 87,417 | 3,698 | 0.58% | 0.58% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rafferty Asset Management, LLC | History | No change | 86,877 | 3,675 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 84,080 | 3,557 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 83,555 | 3,535 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 82,728 | 3,500 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wills Financial Group LLC | History | No change | 82,148 | 3,475 | 1.26% | 1.26% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1492 Capital Management LLC | History | No change | 81,382 | 3,443 | 1.02% | 1.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SG Americas Securities, LLC | History | No change | 80,998 | 3,427 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN ADVISORY INC | History | No change | 78,899 | 3,338 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | No change | 78,449 | 3,337 | 0.23% | 0.23% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 77,520 | 3,279 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 76,107 | 3,220 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 82,275 | 3,122 | 0.0% | 0.0% | 112 | +17 | 0.02% | Q3 2026 | Oct 30, 2026 |
| Creative Planning | History | Added to | 81,154 | 3,079 | 0.0% | 0.0% | 113 | +8,007 | 10.95% | Q3 2026 | Nov 02, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 72,537 | 3,069 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 68,164 | 2,884 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 66,595 | 2,817 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 65,490 | 2,771 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | No change | 64,758 | 2,739 | 1.12% | 1.12% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 64,712 | 2,737 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMERCE BANK | History | No change | 64,467 | 2,727 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 69,872 | 2,651 | 0.03% | 0.03% | 121 | -522 | -0.74% | Q3 2026 | Oct 27, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 62,240 | 2,633 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 62,165 | 2,630 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 61,416 | 2,598 | 0.07% | 0.07% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 59,958 | 2,536 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 59,874 | 2,533 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 58,024 | 2,455 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 56,634 | 2,396 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 60,800 | 2,307 | 0.04% | 0.04% | 129 | -1,900 | -3.03% | Q3 2026 | Oct 20, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 54,100 | 2,288 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 53,801 | 2,276 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kennondale Capital Management LLC | History | No change | 53,329 | 2,256 | 1.5% | 1.5% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 52,908 | 2,238 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Canal Capital Management, LLC | History | No change | 52,787 | 2,233 | 0.27% | 0.27% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 51,293 | 2,170 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 51,114 | 2,162 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 56,600 | 2,147 | 0.01% | 0.0% | 137 | +47,200 | 502.13% | Q3 2026 | Oct 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 49,860 | 2,109 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 48,549 | 2,054 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 54,036 | 2,050 | 0.03% | 0.04% | 140 | +177 | 0.33% | Q3 2026 | Nov 04, 2026 |
| Smith Salley Wealth Management | History | Reduced | 53,523 | 2,031 | 0.08% | 0.11% | 141 | -8,624 | -13.88% | Q3 2026 | Nov 03, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 47,150 | 1,994 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 46,960 | 1,987 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GRACE & WHITE INC /NY | History | No change | 52,325 | 1,985 | 0.33% | 0.35% | 144 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 46,621 | 1,972 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sovran Advisors, LLC | History | Added to | 49,182 | 1,954 | 0.13% | 0.13% | 146 | +7,108 | 16.89% | Q3 2026 | Oct 30, 2026 |
| StoneX Group Inc. | History | New | 50,255 | 1,915 | 0.07% | — | 147 | +50,255 | New | Q3 2026 | Nov 03, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 49,630 | 1,883 | 0.13% | 0.13% | 148 | +3,270 | 7.05% | Q3 2026 | Oct 22, 2026 |
| Vest Financial, LLC | History | New | 49,001 | 1,859 | 0.02% | — | 149 | +49,001 | New | Q3 2026 | Oct 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 43,133 | 1,824 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 42,869 | 1,813 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 42,651 | 1,804 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Corient Private Wealth LP | History | No change | 41,603 | 1,760 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 40,805 | 1,726 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MAI Capital Management | History | No change | 40,628 | 1,718 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 40,078 | 1,695 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 43,679 | 1,657 | 0.26% | 0.22% | 157 | +9,080 | 26.24% | Q3 2026 | Oct 14, 2026 |
| HighTower Advisors, LLC | History | No change | 39,064 | 1,652 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 38,136 | 1,613 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BONTEMPO OHLY CAPITAL MGMT LLC | History | No change | 37,519 | 1,587 | 0.68% | 0.68% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 36,910 | 1,561 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 36,599 | 1,548 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | Added to | 40,307 | 1,529 | 0.01% | 0.01% | 163 | +834 | 2.11% | Q3 2026 | Nov 03, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 40,023 | 1,519 | 0.0% | 0.0% | 164 | -714 | -1.75% | Q3 2026 | Oct 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 39,887 | 1,512 | 0.0% | 0.0% | 165 | +6,692 | 20.16% | Q3 2026 | Oct 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 35,553 | 1,504 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 35,266 | 1,492 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Handelsbanken Fonder AB | History | No change | 34,716 | 1,469 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 34,350 | 1,453 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | No change | 34,083 | 1,442 | 0.45% | 0.45% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 37,070 | 1,407 | 0.01% | 0.01% | 171 | -1,414 | -3.67% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 36,887 | 1,399 | 0.02% | 0.02% | 172 | -1,817 | -4.69% | Q3 2026 | Oct 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 32,019 | 1,354 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 31,056 | 1,313 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 33,649 | 1,276 | 0.01% | 0.01% | 175 | -289 | -0.85% | Q3 2026 | Nov 03, 2026 |
| Teton Advisors, LLC | History | No change | 30,000 | 1,269 | 0.73% | 0.73% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Freestone Grove Partners LP | History | No change | 29,416 | 1,244 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 32,056 | 1,216 | 0.01% | 0.01% | 178 | -500 | -1.54% | Q3 2026 | Oct 29, 2026 |
| Northwest Bancshares, Inc. | History | No change | 28,533 | 1,207 | 0.22% | 0.22% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 28,510 | 1,206 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 28,260 | 1,195 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 28,039 | 1,186 | 0.06% | 0.06% | 182 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| XTX Topco Ltd | History | No change | 27,449 | 1,161 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 30,351 | 1,151 | 0.04% | 0.05% | 184 | +120 | 0.4% | Q3 2026 | Oct 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 26,925 | 1,139 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 26,905 | 1,138 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 26,794 | 1,133 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 29,623 | 1,123 | 0.01% | 0.02% | 188 | -23,380 | -44.11% | Q3 2026 | Oct 15, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | No change | 29,321 | 1,112 | 0.43% | 0.5% | 189 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 26,046 | 1,102 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 25,290 | 1,070 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 24,768 | 1,047 | 0.11% | 0.11% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Neuberger Berman Group LLC | History | No change | 24,759 | 1,047 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 24,661 | 1,043 | 0.04% | 0.04% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 24,478 | 1,035 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | No change | 24,273 | 1,026 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 23,882 | 1,010 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 23,890 | 1,010 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 23,771 | 1,005 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 22,888 | 968 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Wealth Advisors | History | No change | 23,178 | 946 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gibbs Wealth Management | History | Added to | 24,221 | 919 | 0.1% | 0.12% | 202 | +1,470 | 6.46% | Q3 2026 | Oct 22, 2026 |
| Pathstone Holdings, LLC | History | No change | 21,254 | 899 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 23,400 | 888 | 0.0% | 0.0% | 204 | +10,100 | 75.94% | Q3 2026 | Oct 30, 2026 |
| Maryland State Retirement & Pension System | History | No change | 20,815 | 880 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 22,720 | 862 | 0.0% | 0.0% | 206 | +456 | 2.05% | Q3 2026 | Nov 03, 2026 |
| Salomon & Ludwin, LLC | History | No change | 22,182 | 841 | 0.07% | 0.08% | 207 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Squarepoint Ops LLC | History | No change | 19,355 | 818 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 19,111 | 808 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harbor Advisors LLC | History | No change | 18,644 | 788 | 0.1% | 0.1% | 210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Campbell Deegan Wealth Management, LLC | History | No change | 18,182 | 769 | 0.55% | 0.55% | 211 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 16,737 | 708 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 18,488 | 702 | 0.0% | 0.0% | 213 | -64 | -0.34% | Q3 2026 | Nov 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 16,319 | 690 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TritonPoint Partners, LLC | History | No change | 15,394 | 651 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,193 | 642 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 16,517 | 626 | 0.01% | 0.01% | 217 | +5,884 | 55.34% | Q3 2026 | Oct 23, 2026 |
| Quantbot Technologies LP | History | No change | 14,709 | 622 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centiva Capital, LP | History | No change | 14,691 | 621 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 16,296 | 618 | 0.01% | 0.01% | 220 | -95 | -0.58% | Q3 2026 | Oct 23, 2026 |
| Capital CS Group, LLC | History | New | 16,227 | 615 | 0.45% | — | 221 | +16,227 | New | Q3 2026 | Oct 29, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 15,821 | 600 | 0.06% | 0.06% | 222 | +490 | 3.2% | Q3 2026 | Oct 19, 2026 |
| DRW Securities, LLC | History | No change | 14,002 | 592 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 15,050 | 571 | 0.0% | 0.0% | 224 | +8,365 | 125.13% | Q3 2026 | Oct 23, 2026 |
| Taylor Financial Group, Inc. | History | Reduced | 15,011 | 569 | 0.31% | 0.35% | 225 | -45 | -0.3% | Q3 2026 | Nov 02, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 13,406 | 567 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CIBC Asset Management Inc | History | No change | 13,369 | 565 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 13,219 | 559 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 14,708 | 558 | 0.08% | 0.09% | 229 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 14,719 | 558 | 0.17% | 0.19% | 230 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 13,124 | 555 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 12,991 | 549 | 0.17% | 0.17% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Added to | 14,420 | 547 | 0.01% | 0.0% | 233 | +3,613 | 33.43% | Q3 2026 | Oct 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 12,917 | 546 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 12,888 | 545 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 12,764 | 540 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Portside Wealth Group, LLC | History | Added to | 14,163 | 537 | 0.06% | 0.07% | 237 | +416 | 3.03% | Q3 2026 | Oct 20, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 14,052 | 533 | 0.15% | 0.17% | 238 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 14,048 | 533 | 0.05% | 0.06% | 239 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| XPONANCE LLC | History | Reduced | 13,821 | 524 | 0.0% | 0.0% | 240 | -496 | -3.46% | Q3 2026 | Nov 03, 2026 |
| Uncommon Cents Investing Inc | History | No change | 13,815 | 524 | 0.11% | 0.13% | 241 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 13,657 | 518 | 0.02% | 0.01% | 242 | +5,761 | 72.96% | Q3 2026 | Oct 21, 2026 |
| INTRUST BANK NA | History | No change | 12,086 | 511 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ledyard National Bank | History | No change | 13,478 | 511 | 0.04% | 0.05% | 244 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MARSHALL WACE, LLP | History | No change | 12,057 | 510 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEB Asset Management AB | History | New | 13,310 | 505 | 0.0% | — | 246 | +13,310 | New | Q3 2026 | Nov 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 11,478 | 486 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 12,523 | 475 | 0.0% | 0.0% | 248 | +327 | 2.68% | Q3 2026 | Oct 26, 2026 |
| First National Advisers, LLC | History | No change | 11,134 | 471 | 0.07% | 0.07% | 249 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Snowden Capital Advisors LLC | History | No change | 11,077 | 468 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nadler Financial Group, Inc. | History | No change | 12,325 | 467 | 0.04% | 0.04% | 251 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Vise Technologies, Inc. | History | Added to | 11,947 | 453 | 0.0% | 0.01% | 252 | +733 | 6.54% | Q3 2026 | Oct 28, 2026 |
| SALZHAUER MICHAEL | History | Reduced | 11,872 | 450 | 0.18% | 0.24% | 253 | -4,706 | -28.39% | Q3 2026 | Oct 27, 2026 |
| &PARTNERS | History | No change | 10,423 | 441 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Added to | 11,387 | 432 | 0.0% | 0.01% | 255 | +22 | 0.19% | Q3 2026 | Oct 28, 2026 |
| CONNABLE OFFICE INC | History | No change | 10,150 | 429 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 11,231 | 426 | 0.24% | 0.28% | 257 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Summit Global Investments | History | Added to | 11,005 | 418 | 0.02% | 0.01% | 258 | +5,315 | 93.41% | Q3 2026 | Oct 28, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 9,721 | 411 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Scientech Research LLC | History | No change | 9,664 | 408 | 0.33% | 0.33% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 9,598 | 406 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Equitable Holdings, Inc. | History | No change | 9,378 | 396 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 9,259 | 391 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 9,211 | 389 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 10,201 | 387 | 0.0% | 0.0% | 265 | -13,662 | -57.25% | Q3 2026 | Nov 02, 2026 |
| Lafayette Investments, Inc. | History | No change | 9,145 | 386 | 0.07% | 0.07% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 9,856 | 374 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,799 | 372 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 8,731 | 369 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 8,624 | 364 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Point Inc. | History | Reduced | 9,451 | 358 | 0.03% | 0.04% | 271 | -1,980 | -17.32% | Q3 2026 | Oct 27, 2026 |
| Virtu Financial LLC | History | No change | 8,393 | 355 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stokes Capital Advisors, LLC | History | Added to | 9,350 | 354 | 0.08% | 0.08% | 273 | +500 | 5.65% | Q3 2026 | Oct 09, 2026 |
| Abel Hall, LLC | History | Added to | 9,339 | 354 | 0.06% | 0.07% | 274 | +112 | 1.21% | Q3 2026 | Oct 19, 2026 |
| Jefferies Financial Group Inc. | History | No change | 8,350 | 353 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Advisory Services Network, LLC | History | No change | 8,343 | 352 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 9,192 | 348 | 0.01% | 0.01% | 278 | -27 | -0.29% | Q3 2026 | Oct 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 9,180 | 348 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 8,040 | 340 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 8,032 | 339 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversified Trust Co | History | No change | 7,986 | 337 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 8,862 | 336 | 0.01% | 0.01% | 282 | -454 | -4.87% | Q3 2026 | Oct 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 7,854 | 332 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Argent Trust Co | History | No change | 7,816 | 330 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | Added to | 8,635 | 327 | 0.01% | 0.01% | 285 | +1,158 | 15.49% | Q3 2026 | Oct 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 8,500 | 322 | 0.0% | 0.0% | 286 | +233 | 2.82% | Q3 2026 | Nov 04, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 8,396 | 318 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Teza Capital Management LLC | History | New | 8,340 | 316 | 0.28% | — | 289 | +8,340 | New | Q3 2026 | Oct 23, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 7,474 | 316 | 0.06% | 0.06% | 288 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 8,307 | 315 | 0.02% | — | 290 | +8,307 | New | Q3 2026 | Oct 30, 2026 |
| Hendershot Investments Inc. | History | No change | 7,444 | 314 | 0.04% | 0.04% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 8,158 | 309 | 0.02% | 0.02% | 292 | +181 | 2.27% | Q3 2026 | Oct 23, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 7,166 | 303 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 7,713 | 292 | 0.0% | 0.0% | 294 | -345 | -4.28% | Q3 2026 | Oct 20, 2026 |
| DnB Asset Management AS | History | No change | 6,923 | 292 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 7,679 | 291 | 0.2% | 0.23% | 296 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Brevan Howard Capital Management LP | History | No change | 6,748 | 285 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 6,732 | 284 | 0.04% | 0.04% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 6,732 | 284 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NewEdge Wealth, LLC | History | No change | 6,710 | 283 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 7,455 | 282 | 0.0% | 0.0% | 301 | +4,643 | 165.11% | Q3 2026 | Oct 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 6,635 | 280 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cresset Asset Management, LLC | History | No change | 6,582 | 278 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 7,266 | 275 | 0.04% | 0.07% | 304 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 6,479 | 274 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 6,438 | 272 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 7,146 | 271 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Harvest Investment Services, LLC | History | No change | 6,375 | 269 | 0.04% | 0.04% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PCM Encore, LLC | History | No change | 6,376 | 269 | 0.05% | 0.05% | 309 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,345 | 268 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 6,326 | 267 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Partners in Financial Planning | History | No change | 6,262 | 264 | 0.04% | 0.04% | 312 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 6,922 | 262 | 0.04% | 0.04% | 313 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Storgate, LLC | History | No change | 6,213 | 262 | 0.05% | 0.05% | 314 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 6,192 | 261 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 6,835 | 259 | 0.01% | — | 316 | +6,835 | New | Q3 2026 | Oct 20, 2026 |
| Caprock Group, LLC | History | No change | 6,105 | 258 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BAILARD, INC. | History | New | 6,600 | 250 | 0.01% | — | 319 | +6,600 | New | Q3 2026 | Oct 13, 2026 |
| Csenge Advisory Group | History | No change | 6,604 | 250 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 5,832 | 246 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 6,473 | 245 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 6,357 | 241 | 0.04% | 0.04% | 322 | -95 | -1.47% | Q3 2026 | Oct 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 5,526 | 233 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Z3 Capital Partners, LLC | History | No change | 5,467 | 231 | 0.05% | 0.05% | 324 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | Reduced | 6,000 | 227 | 0.05% | 0.08% | 325 | -2,000 | -25.0% | Q3 2026 | Oct 27, 2026 |
| GTS SECURITIES LLC | History | No change | 5,385 | 227 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Advisory, LLC | History | No change | 5,292 | 223 | 0.02% | 0.02% | 327 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 5,137 | 217 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 5,638 | 213 | 0.0% | — | 329 | +5,638 | New | Q3 2026 | Oct 16, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 4,977 | 211 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empowered Funds, LLC | History | No change | 4,925 | 208 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEN GROUP LLC | History | Reduced | 5,469 | 207 | 0.02% | 0.02% | 334 | -390 | -6.66% | Q3 2026 | Oct 20, 2026 |
| Paragon Capital Management Ltd | History | Added to | 5,459 | 207 | 0.04% | 0.04% | 333 | +49 | 0.91% | Q3 2026 | Oct 09, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | History | No change | 5,473 | 207 | 0.06% | 0.07% | 332 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,876 | 206 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 5,380 | 204 | 0.04% | 0.04% | 336 | +111 | 2.11% | Q3 2026 | Oct 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,735 | 200 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 5,145 | 195 | 0.02% | 0.02% | 338 | -425 | -7.63% | Q3 2026 | Oct 08, 2026 |
| KBC Group NV | History | No change | 5,045 | 191 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SouthState Bank Corp | History | No change | 4,335 | 183 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 4,342 | 183 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 4,647 | 176 | 0.02% | 0.02% | 342 | -650 | -12.27% | Q3 2026 | Oct 05, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,985 | 151 | 0.01% | 0.01% | 343 | +46 | 1.17% | Q3 2026 | Oct 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,262 | 138 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 3,228 | 136 | 0.05% | 0.05% | 345 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,416 | 129 | 0.01% | 0.01% | 346 | +73 | 2.18% | Q3 2026 | Oct 27, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 3,314 | 125 | 0.02% | 0.02% | 347 | +5 | 0.15% | Q3 2026 | Nov 03, 2026 |
| Advisors Asset Management, Inc. | History | No change | 2,809 | 118 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, LLC | History | No change | 2,812 | 117 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Group, LTD | History | No change | 3,079 | 116 | 0.03% | 0.03% | 350 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 3,039 | 115 | 0.0% | 0.0% | 351 | +127 | 4.36% | Q3 2026 | Oct 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,969 | 112 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,671 | 112 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 2,969 | 111 | 0.0% | 0.01% | 354 | -3,276 | -52.46% | Q3 2026 | Oct 20, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,829 | 107 | 0.0% | 0.0% | 355 | -85 | -2.92% | Q3 2026 | Oct 22, 2026 |
| Concord Wealth Partners | History | No change | 2,728 | 103 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,660 | 100 | 0.0% | 0.0% | 357 | +365 | 15.9% | Q3 2026 | Oct 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,345 | 99 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,272 | 96 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 2,524 | 95 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| UMB Bank, n.a. | History | No change | 1,897 | 80 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Added to | 1,976 | 75 | 0.05% | 0.03% | 362 | +919 | 86.94% | Q3 2026 | Oct 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,881 | 71 | 0.0% | 0.0% | 363 | +366 | 24.16% | Q3 2026 | Oct 08, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 1,657 | 70 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,746 | 66 | 0.0% | 0.0% | 365 | +254 | 17.02% | Q3 2026 | Oct 21, 2026 |
| State of Wyoming | History | New | 1,642 | 62 | 0.0% | — | 366 | +1,642 | New | Q3 2026 | Oct 28, 2026 |
| Heritage Family Offices, LLP | History | New | 1,531 | 58 | 0.02% | — | 367 | +1,531 | New | Q3 2026 | Nov 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,331 | 56 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,300 | 55 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 1,278 | 54 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,363 | 51 | 0.0% | 0.0% | 371 | +140 | 11.45% | Q3 2026 | Nov 04, 2026 |
| Nykredit A/S | History | No change | 1,216 | 51 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Blue Trust, Inc. | History | No change | 1,320 | 50 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,077 | 45 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | Added to | 1,056 | 40 | 0.0% | 0.0% | 375 | +172 | 19.46% | Q3 2026 | Oct 14, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 968 | 40 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 897 | 37 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 919 | 34 | 0.02% | 0.36% | 380 | -11,687 | -92.71% | Q3 2026 | Oct 29, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 1,500 | 34 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 956 | 34 | 0.02% | 0.02% | 379 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Parallel Advisors, LLC | History | No change | 821 | 31 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Westside Investment Management, Inc. | History | No change | 780 | 30 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 814 | 30 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 778 | 29 | 0.01% | 0.01% | 384 | +7 | 0.91% | Q3 2026 | Nov 04, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 737 | 27 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Essential Partners LLC | History | No change | 731 | 27 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 664 | 25 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Bare Financial Services, Inc | History | Added to | 637 | 24 | 0.01% | 0.01% | 389 | +65 | 11.36% | Q3 2026 | Nov 04, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 590 | 24 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 561 | 21 | 0.01% | 0.01% | 390 | +5 | 0.9% | Q3 2026 | Oct 23, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 569 | 21 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Root Financial Partners, LLC | History | New | 550 | 20 | 0.0% | — | 396 | +550 | New | Q3 2026 | Oct 21, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 518 | 20 | 0.0% | — | 395 | +518 | New | Q3 2026 | Oct 27, 2026 |
| ASSETMARK, INC | History | Added to | 537 | 20 | 0.0% | 0.0% | 392 | +55 | 11.41% | Q3 2026 | Oct 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 545 | 20 | 0.0% | 0.0% | 393 | +40 | 7.92% | Q3 2026 | Oct 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 551 | 20 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 450 | 19 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortitude Family Office, LLC | History | Added to | 500 | 18 | 0.0% | 0.0% | 398 | +15 | 3.09% | Q3 2026 | Oct 14, 2026 |
| DANSKE BANK A/S | History | No change | 400 | 16 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascentis Independent Advisors | History | New | 402 | 15 | 0.0% | — | 401 | +402 | New | Q3 2026 | Nov 03, 2026 |
| Crewe Advisors LLC | History | No change | 375 | 15 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 340 | 14 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 328 | 13 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 268 | 11 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GK Wealth Management LLC | History | New | 267 | 10 | 0.01% | — | 407 | +267 | New | Q3 2026 | Oct 09, 2026 |
| Inspire Investing, LLC | History | Reduced | 271 | 10 | 0.0% | 0.0% | 405 | -24 | -8.14% | Q3 2026 | Oct 22, 2026 |
| BFC Planning, Inc. | History | No change | 238 | 10 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| FIRST HORIZON CORP | History | No change | 240 | 9 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 219 | 9 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Towne Trust Company, N.A | History | No change | 217 | 8 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Ares Financial Consulting, LLC | History | No change | 228 | 8 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 194 | 7 | 0.0% | 0.0% | 415 | +23 | 13.45% | Q3 2026 | Oct 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 190 | 7 | 0.0% | 0.0% | 413 | -22 | -10.38% | Q3 2026 | Oct 05, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 174 | 7 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 189 | 7 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 167 | 7 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 175 | 6 | 0.0% | 0.0% | 419 | -15 | -7.89% | Q3 2026 | Oct 19, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 155 | 6 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CVA Family Office, LLC | History | No change | 145 | 6 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 135 | 5 | 0.0% | 0.0% | 421 | +60 | 80.0% | Q3 2026 | Oct 22, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | No change | 135 | 5 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 152 | 5 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| IFP Advisors, Inc | History | No change | 138 | 5 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Larson Financial Group LLC | History | No change | 139 | 5 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 130 | 4 | 0.0% | 0.0% | 425 | -13 | -9.09% | Q3 2026 | Oct 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 92 | 3 | 0.0% | — | 429 | +92 | New | Q3 2026 | Oct 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 81 | 3 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| True Wealth Design, LLC | History | No change | 89 | 3 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 77 | 2 | 0.0% | 0.0% | 430 | +33 | 75.0% | Q3 2026 | Nov 04, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 62 | 2 | 0.0% | 0.0% | 431 | +24 | 63.16% | Q3 2026 | Oct 27, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 56 | 2 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Rialto Wealth Management, LLC | History | No change | 69 | 2 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 54 | 2 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | New | 32 | 1 | 0.0% | — | 441 | +32 | New | Q3 2026 | Oct 01, 2026 |
| Hughes Financial Services, LLC | History | Added to | 41 | 1 | 0.0% | 0.0% | 438 | +3 | 7.89% | Q3 2026 | Oct 30, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 52 | 1 | 0.0% | 0.0% | 439 | -2 | -3.7% | Q3 2026 | Oct 29, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.07% | — | -62,700 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -12,527 | -100.0% | Q3 2026 | Nov 04, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,280 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,136 | -100.0% | Q3 2026 | Oct 26, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,349 | -100.0% | Q3 2026 | Nov 03, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -5,164 | -100.0% | Q3 2026 | Oct 29, 2026 |
| D'Orazio & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,143 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Legacy Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,129 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.2% | — | -5,079 | -100.0% | Q3 2026 | Nov 03, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -1,248 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,102 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -258 | -100.0% | Q3 2026 | Nov 04, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2026 | Nov 04, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Davis Capital Management | History | Added to | 20 | 0 | — | — | — | +12 | 150.0% | Q3 2026 | Oct 08, 2026 |
| UMB Private Wealth Management, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 19, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 2 | 0 | — | — | — | -9 | -81.82% | Q3 2026 | Oct 29, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 21 | 0 | — | — | — | +4 | 23.53% | Q3 2026 | Nov 03, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q3 2026 | Oct 27, 2026 |
| Monetary Solutions, Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 22, 2026 |
| CENTRAL TRUST Co | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| North Star Investment Management Corp. | History | No change | 26 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| LRI Investments, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Kilter Group LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |