Aurinia Pharmaceuticals Inc. - AUPH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TANG CAPITAL MANAGEMENT LLC | History | No change | 13,044,106 | 221,358 | 10.05% | 10.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 8,193,085 | 139,036 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 5,619,401 | 95,361 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEA Management Company, LLC | History | No change | 3,969,834 | 67,368 | 4.24% | 4.24% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 3,467,514 | 58,843 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 3,264,062 | 55,391 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 2,589,615 | 43,945 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MORGAN STANLEY | History | No change | 2,308,244 | 39,170 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 2,044,007 | 34,686 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,701,152 | 28,864 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,548,035 | 26,270 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,408,456 | 23,901 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,359,028 | 23,062 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 1,231,516 | 20,898 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | No change | 1,224,363 | 20,777 | 0.1% | 0.1% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 1,094,475 | 18,573 | 0.09% | 0.09% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 1,079,447 | 18,318 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NOMURA HOLDINGS INC | History | No change | 978,602 | 16,606 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 948,751 | 16,100 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 863,567 | 14,654 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 841,731 | 14,284 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Nuveen, LLC | History | No change | 812,915 | 13,795 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jupiter Topco LLC | History | No change | 602,195 | 10,219 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 596,618 | 10,124 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 582,345 | 9,882 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 567,492 | 9,630 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 550,900 | 9,348 | 0.21% | 0.21% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 479,970 | 8,145 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 465,185 | 7,894 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Woodline Partners LP | History | No change | 456,259 | 7,742 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 445,990 | 7,568 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 437,037 | 7,416 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | No change | 416,631 | 7,070 | 0.34% | 0.34% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 411,825 | 6,988 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 408,453 | 6,931 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 405,562 | 6,568 | 0.09% | 0.09% | 36 | +42,506 | 11.71% | Q3 2026 | Nov 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 378,035 | 6,415 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 372,481 | 6,321 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 362,416 | 6,150 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 355,572 | 6,034 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 368,966 | 5,975 | 0.1% | 0.11% | 41 | +7,332 | 2.03% | Q3 2026 | Oct 16, 2026 |
| Norris Financial Group, LLC | History | No change | 342,331 | 5,809 | 2.31% | 2.31% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 347,985 | 5,635 | 0.0% | 0.0% | 43 | -2,872 | -0.82% | Q3 2026 | Nov 05, 2026 |
| Squarepoint Ops LLC | History | No change | 317,430 | 5,386 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 310,564 | 5,270 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 296,200 | 5,048 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 291,351 | 4,975 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PDT Partners, LLC | History | No change | 265,491 | 4,505 | 0.24% | 0.24% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 263,743 | 4,475 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 257,142 | 4,363 | 0.35% | 0.35% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GROUP ONE TRADING LLC | History | No change | 256,020 | 4,344 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 244,302 | 4,145 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 251,946 | 4,080 | 0.0% | 0.0% | 53 | +118,355 | 88.6% | Q3 2026 | Nov 02, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 233,845 | 3,968 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 229,662 | 3,897 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 225,082 | 3,819 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 221,620 | 3,760 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 217,698 | 3,694 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 213,400 | 3,621 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 212,477 | 3,605 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 210,005 | 3,563 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 208,687 | 3,541 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 217,590 | 3,523 | 0.1% | 0.1% | 63 | +15,150 | 7.48% | Q3 2026 | Oct 19, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 210,000 | 3,400 | 0.73% | 0.82% | 64 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | No change | 191,600 | 3,251 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 189,542 | 3,216 | 0.3% | 0.3% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 187,323 | 3,178 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 167,844 | 2,848 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jump Financial, LLC | History | No change | 165,000 | 2,800 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 152,681 | 2,590 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 147,545 | 2,404 | 0.0% | — | 71 | +147,545 | New | Q3 2026 | Oct 27, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 133,459 | 2,264 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Russell Investments Group, Ltd. | History | No change | 131,474 | 2,231 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gotham Asset Management, LLC | History | No change | 128,322 | 2,177 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 126,402 | 2,145 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestcor Inc | History | No change | 119,319 | 2,025 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 113,387 | 1,924 | 0.67% | 0.67% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 112,893 | 1,915 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 126,556 | 1,875 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 113,968 | 1,845 | 0.01% | 0.01% | 80 | +400 | 0.35% | Q3 2026 | Oct 28, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 105,640 | 1,792 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 104,414 | 1,746 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 99,276 | 1,685 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 102,341 | 1,657 | 0.06% | 0.06% | 84 | -2,651 | -2.52% | Q3 2026 | Oct 30, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 98,479 | 1,594 | 0.0% | 0.0% | 85 | -66,621 | -40.35% | Q3 2026 | Nov 04, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 92,700 | 1,573 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | No change | 92,212 | 1,564 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 89,794 | 1,523 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | No change | 89,696 | 1,522 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 88,240 | 1,497 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 83,888 | 1,423 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 81,404 | 1,381 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 80,994 | 1,374 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STRS OHIO | History | Added to | 83,200 | 1,347 | 0.0% | 0.0% | 94 | +25,600 | 44.44% | Q3 2026 | Oct 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 81,376 | 1,317 | 0.0% | 0.0% | 95 | -10,773 | -11.69% | Q3 2026 | Nov 02, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 77,146 | 1,309 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moran Wealth Management, LLC | History | New | 79,456 | 1,286 | 0.04% | — | 97 | +79,456 | New | Q3 2026 | Oct 22, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 73,507 | 1,247 | 0.29% | 0.29% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 72,614 | 1,232 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 71,014 | 1,205 | 0.36% | 0.36% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MetLife Investment Management, LLC | History | No change | 70,858 | 1,202 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 70,244 | 1,192 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CVFG LLC | History | No change | 68,500 | 1,162 | 0.12% | 0.12% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 65,576 | 1,113 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Advisory Services Network, LLC | History | No change | 65,289 | 1,107 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Headlands Technologies LLC | History | No change | 61,791 | 1,048 | 0.11% | 0.11% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 63,171 | 1,023 | 0.0% | 0.0% | 107 | +11,014 | 21.12% | Q3 2026 | Nov 02, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 62,211 | 1,007 | 0.02% | 0.04% | 108 | -58,613 | -48.51% | Q3 2026 | Oct 16, 2026 |
| BARCLAYS PLC | History | Added to | 60,952 | 987 | 0.0% | 0.0% | 109 | +33,060 | 118.53% | Q3 2026 | Nov 06, 2026 |
| Mariner, LLC | History | No change | 58,130 | 986 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Grove Partners LP | History | No change | 57,717 | 979 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 56,945 | 966 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 55,231 | 937 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 54,947 | 932 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 52,694 | 894 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Handelsbanken Fonder AB | History | No change | 51,400 | 872 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| EntryPoint Capital, LLC | History | No change | 48,218 | 818 | 0.2% | 0.2% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 44,759 | 759 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 44,542 | 755 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 44,081 | 748 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 44,000 | 746 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 43,642 | 740 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 41,483 | 703 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 42,025 | 680 | 0.04% | 0.04% | 124 | -4,605 | -9.88% | Q3 2026 | Oct 26, 2026 |
| Engineers Gate Manager LP | History | No change | 39,716 | 673 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 37,579 | 637 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisors, LLC | History | No change | 39,055 | 632 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 37,363 | 631 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 36,687 | 622 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 35,871 | 608 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HighMark Wealth Management LLC | History | No change | 35,196 | 597 | 0.2% | 0.2% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Achmea Investment Management B.V. | History | New | 35,985 | 583 | 0.0% | — | 132 | +35,985 | New | Q3 2026 | Oct 30, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Added to | 33,301 | 539 | 0.03% | 0.03% | 133 | +6,584 | 24.64% | Q3 2026 | Nov 03, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 33,226 | 538 | 0.0% | 0.0% | 134 | -1,170 | -3.4% | Q3 2026 | Nov 05, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 32,478 | 525 | 0.13% | 0.15% | 135 | -1,754 | -5.12% | Q3 2026 | Oct 06, 2026 |
| PFG Investments, LLC | History | No change | 30,600 | 519 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 29,050 | 492 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 28,591 | 485 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 28,339 | 480 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | Reduced | 28,973 | 469 | 0.0% | 0.0% | 140 | -380 | -1.29% | Q3 2026 | Nov 03, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 27,144 | 460 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PCM Encore, LLC | History | No change | 26,917 | 456 | 0.08% | 0.08% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AVIVA PLC | History | No change | 26,527 | 450 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 27,373 | 443 | 0.0% | 0.0% | 144 | +2,991 | 12.27% | Q3 2026 | Oct 13, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 27,382 | 443 | 0.15% | 0.14% | 145 | -97 | -0.35% | Q3 2026 | Nov 04, 2026 |
| Utah Retirement Systems | History | No change | 25,272 | 428 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 24,770 | 420 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 24,040 | 407 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cerity Partners LLC | History | No change | 24,029 | 407 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 24,778 | 401 | 0.0% | 0.0% | 150 | +696 | 2.89% | Q3 2026 | Oct 16, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 24,277 | 398 | 0.02% | 0.02% | 151 | +3,810 | 18.62% | Q3 2026 | Oct 27, 2026 |
| SEI INVESTMENTS CO | History | No change | 23,356 | 396 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vinva Investment Management Ltd | History | No change | 15,958 | 389 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 22,369 | 379 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DRW Securities, LLC | History | No change | 22,294 | 378 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 25,500 | 377 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 21,964 | 372 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CITIGROUP INC | History | Reduced | 22,175 | 359 | 0.0% | 0.0% | 158 | -47,683 | -68.26% | Q3 2026 | Nov 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 21,174 | 359 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 21,106 | 358 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 20,124 | 341 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 20,694 | 335 | 0.04% | 0.02% | 162 | +6,880 | 49.8% | Q3 2026 | Nov 03, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 20,619 | 333 | 0.02% | 0.02% | 163 | +3,158 | 18.09% | Q3 2026 | Oct 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 19,547 | 332 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Acropolis Investment Management, LLC | History | No change | 19,657 | 318 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| ProShare Advisors LLC | History | Reduced | 19,595 | 317 | 0.0% | 0.0% | 166 | -235 | -1.19% | Q3 2026 | Oct 28, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 19,570 | 316 | 0.0% | 0.0% | 167 | +11,027 | 129.08% | Q3 2026 | Oct 15, 2026 |
| BankChampaign, National Association | History | Added to | 19,365 | 313 | 0.26% | 0.25% | 168 | +401 | 2.11% | Q3 2026 | Oct 19, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 18,052 | 306 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 18,200 | 294 | 0.2% | 0.19% | 170 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Western Wealth Management, LLC | History | No change | 16,917 | 287 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 16,701 | 283 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Diametric Capital, LP | History | No change | 16,445 | 279 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 16,135 | 273 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blackstone Inc. | History | No change | 15,950 | 270 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Emissary Wealth LLC | History | No change | 15,757 | 267 | 0.2% | 0.2% | 176 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TORONTO DOMINION BANK | History | No change | 15,295 | 259 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 15,604 | 252 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Virtu Financial LLC | History | No change | 14,742 | 250 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 15,269 | 247 | 0.03% | 0.03% | 180 | +1,575 | 11.5% | Q3 2026 | Nov 04, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 14,516 | 246 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 14,339 | 243 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PSP Research LLC | History | Reduced | 15,000 | 242 | 0.17% | 0.27% | 183 | -15,000 | -50.0% | Q3 2026 | Oct 21, 2026 |
| AXQ CAPITAL, LP | History | No change | 14,127 | 239 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of Wyoming | History | Added to | 14,584 | 236 | 0.02% | 0.02% | 185 | +1,056 | 7.81% | Q3 2026 | Oct 28, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 13,831 | 234 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 13,674 | 232 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 14,081 | 228 | 0.0% | 0.0% | 188 | -3,059 | -17.85% | Q3 2026 | Nov 03, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 13,370 | 216 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 12,532 | 212 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 12,483 | 211 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 12,219 | 207 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 12,520 | 202 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Magnetar Financial LLC | History | No change | 11,739 | 199 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Added to | 12,173 | 197 | 0.0% | 0.0% | 195 | +138 | 1.15% | Q3 2026 | Nov 05, 2026 |
| BCS Wealth Management | History | No change | 12,083 | 195 | 0.03% | 0.04% | 196 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 11,163 | 189 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 11,053 | 187 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Reduced | 11,503 | 186 | 0.0% | 0.0% | 199 | -204 | -1.74% | Q3 2026 | Nov 03, 2026 |
| One Wealth Advisors, LLC | History | No change | 10,926 | 185 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | New | 11,390 | 184 | 0.0% | — | 202 | +11,390 | New | Q3 2026 | Nov 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,854 | 184 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,828 | 183 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Calamos Advisors LLC | History | New | 11,055 | 179 | 0.0% | — | 204 | +11,055 | New | Q3 2026 | Nov 02, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 13,000 | 178 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| SFG Wealth Management, LLC. | History | No change | 11,039 | 178 | 0.06% | 0.07% | 206 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HB Wealth Management, LLC | History | New | 10,947 | 177 | 0.0% | — | 207 | +10,947 | New | Q3 2026 | Oct 23, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 10,279 | 174 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 10,150 | 172 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Ethic Inc. | History | New | 10,296 | 166 | 0.0% | — | 210 | +10,296 | New | Q3 2026 | Nov 03, 2026 |
| Ascent Group, LLC | History | Added to | 10,115 | 163 | 0.0% | 0.01% | 211 | +107 | 1.07% | Q3 2026 | Oct 30, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 9,085 | 154 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HURRICANE CAPITAL ADVISORS LLC | History | No change | 8,110 | 137 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q2 2026 | Nov 03, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 6,799 | 110 | 0.0% | 0.0% | 214 | +1,047 | 18.2% | Q3 2026 | Oct 28, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 6,618 | 107 | 0.01% | 0.02% | 215 | -75 | -1.12% | Q3 2026 | Oct 23, 2026 |
| MACQUARIE GROUP LTD | History | No change | 6,295 | 106 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,362 | 90 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 5,317 | 86 | 0.0% | 0.0% | 218 | +967 | 22.23% | Q3 2026 | Oct 08, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 5,000 | 80 | 0.0% | 0.0% | 219 | -3,000 | -37.5% | Q3 2026 | Nov 04, 2026 |
| Optiver Holding B.V. | History | No change | 4,497 | 76 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidemark, LLC | History | No change | 4,340 | 73 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | Added to | 3,971 | 64 | 0.0% | 0.0% | 222 | +3,552 | 847.73% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | Added to | 3,321 | 56 | 0.0% | 0.0% | 223 | +14 | 0.42% | Q3 2026 | Nov 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,378 | 54 | 0.0% | 0.0% | 225 | +382 | 12.75% | Q3 2026 | Oct 08, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 3,340 | 54 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 3,065 | 49 | 0.0% | 0.0% | 226 | +250 | 8.88% | Q3 2026 | Oct 26, 2026 |
| Activest Wealth Management | History | No change | 3,000 | 48 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Quantbot Technologies LP | History | No change | 2,646 | 44 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,410 | 40 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,329 | 37 | 0.0% | 0.0% | 230 | +229 | 10.9% | Q3 2026 | Oct 20, 2026 |
| Nykredit A/S | History | No change | 2,082 | 33 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Larson Financial Group LLC | History | Added to | 1,883 | 30 | 0.0% | 0.0% | 233 | +1,261 | 202.73% | Q3 2026 | Nov 05, 2026 |
| Leonteq Securities AG | History | No change | 1,891 | 30 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,794 | 29 | 0.0% | 0.0% | 234 | +1,404 | 360.0% | Q3 2026 | Oct 23, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,747 | 28 | 0.0% | 0.0% | 235 | +1,217 | 229.62% | Q3 2026 | Oct 26, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,430 | 24 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,371 | 22 | 0.0% | 0.0% | 237 | +321 | 30.57% | Q3 2026 | Nov 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,181 | 19 | 0.0% | 0.0% | 238 | +101 | 9.35% | Q3 2026 | Nov 04, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 1,000 | 16 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,000 | 16 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 945 | 16 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Persistent Asset Partners Ltd | History | No change | 966 | 16 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 895 | 15 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 872 | 14 | 0.0% | — | 245 | +872 | New | Q3 2026 | Oct 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 856 | 14 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 734 | 12 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Truvestments Capital LLC | History | No change | 766 | 12 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 800 | 12 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 698 | 11 | 0.0% | — | 250 | +698 | New | Q3 2026 | Oct 22, 2026 |
| Graticule Asia Macro Advisors LLC | History | No change | 666 | 11 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 666 | 10 | 0.0% | 0.0% | 252 | +43 | 6.9% | Q3 2026 | Nov 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 631 | 10 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | No change | 672 | 10 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 500 | 8 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LRI Investments, LLC | History | No change | 512 | 8 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BFC Planning, Inc. | History | No change | 519 | 8 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 475 | 7 | 0.0% | 0.0% | 258 | +200 | 72.73% | Q3 2026 | Oct 16, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 440 | 7 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 400 | 6 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 322 | 5 | 0.0% | — | 261 | +322 | New | Q3 2026 | Oct 30, 2026 |
| DANSKE BANK A/S | History | No change | 300 | 5 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Altshuler Shaham Ltd | History | No change | 274 | 4 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 263 | 4 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Smartleaf Asset Management LLC | History | No change | 296 | 4 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 188 | 3 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 207 | 3 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Your Advocates Ltd., LLP | History | No change | 200 | 3 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CVA Family Office, LLC | History | No change | 194 | 3 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SBI Securities Co., Ltd. | History | No change | 203 | 3 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 145 | 2 | 0.0% | 0.0% | 271 | +25 | 20.83% | Q3 2026 | Oct 27, 2026 |
| ASSETMARK, INC | History | Reduced | 183 | 2 | 0.0% | 0.0% | 270 | -21 | -10.29% | Q3 2026 | Oct 21, 2026 |
| Continuum Advisory, LLC | History | No change | 140 | 2 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 178 | 2 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 163 | 2 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Reduced | 120 | 1 | 0.0% | 0.0% | 280 | -62 | -34.07% | Q3 2026 | Oct 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 78 | 1 | 0.0% | — | 276 | +42 | 116.67% | Q3 2026 | Nov 06, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 69 | 1 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 83 | 1 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Dogwood Wealth Management LLC | History | No change | 89 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 113 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -38,378 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Advisor Resource Council | History | Closed out | 0 | 0 | — | 0.05% | — | -11,425 | -100.0% | Q3 2026 | Nov 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,675 | -100.0% | Q3 2026 | Oct 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,705 | -100.0% | Q3 2026 | Oct 28, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -1,688 | -100.0% | Q3 2026 | Nov 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,570 | -100.0% | Q3 2026 | Oct 28, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,015 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -690 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -634 | -100.0% | Q3 2026 | Oct 16, 2026 |
| True Wealth Design, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Ascentis Wealth Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Nov 03, 2026 |
| FIRST HORIZON CORP | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |