AXIS CAPITAL HOLDINGS LTD - AXS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 4,229,033 | 454,367 | 0.16% | 0.23% | 1 | -702,946 | -14.25% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,828,265 | 411,319 | 0.07% | 0.08% | 2 | +146,027 | 3.97% | Q2 2026 | Aug 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 3,789,822 | 407,178 | 0.02% | 0.02% | 3 | -130,616 | -3.33% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Reduced | 3,439,517 | 369,541 | 0.01% | 0.01% | 4 | -112,061 | -3.16% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 3,195,588 | 343,333 | 0.01% | 0.01% | 5 | -124,891 | -3.76% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 3,194,801 | 343,250 | 0.03% | 0.02% | 6 | +1,635,503 | 104.89% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 2,150,320 | 231,030 | 0.1% | 0.11% | 7 | -29,081 | -1.33% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | New | 1,813,893 | 194,887 | 0.08% | — | 8 | +1,813,893 | New | Q2 2026 | Aug 14, 2026 |
| ALTRINSIC GLOBAL ADVISORS LLC | History | Reduced | 1,725,025 | 185,336 | 6.8% | 6.42% | 9 | -43,508 | -2.46% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 1,621,627 | 174,943 | 0.01% | 0.01% | 10 | +39,720 | 2.51% | Q2 2026 | Sep 22, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 1,710,902 | 173,503 | 0.08% | 0.08% | 11 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Swedbank AB | History | Added to | 1,557,611 | 167,349 | 0.14% | 0.15% | 12 | +195,520 | 14.35% | Q2 2026 | Jul 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,487,323 | 159,797 | 0.07% | 0.05% | 13 | +507,379 | 51.78% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,382,185 | 148,537 | 0.01% | 0.01% | 14 | -32,090 | -2.27% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | Added to | 1,367,832 | 146,959 | 0.04% | 0.04% | 15 | +61,811 | 4.73% | Q2 2026 | Aug 11, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 1,276,540 | 137,151 | 0.21% | 0.22% | 16 | +36,493 | 2.94% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 1,190,009 | 127,854 | 0.1% | 0.13% | 17 | -42,924 | -3.48% | Q2 2026 | Sep 02, 2026 |
| Freestone Grove Partners LP | History | Reduced | 1,155,460 | 124,142 | 0.8% | 0.93% | 18 | -144,189 | -11.09% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 1,131,090 | 121,524 | 0.01% | 0.0% | 19 | +236,933 | 26.5% | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 1,121,839 | 120,530 | 0.88% | 0.95% | 20 | -38,784 | -3.34% | Q2 2026 | Jul 23, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 1,057,270 | 113,593 | 0.07% | 0.07% | 21 | -14,617 | -1.36% | Q2 2026 | Aug 03, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 981,300 | 105,431 | 0.19% | 0.16% | 22 | +263,500 | 36.71% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 959,034 | 103,038 | 0.01% | 0.01% | 23 | +428,349 | 80.72% | Q2 2026 | Sep 02, 2026 |
| NORGES BANK | History | New | 949,485 | 102,012 | 0.01% | — | 24 | +949,485 | New | Q2 2026 | Aug 12, 2026 |
| River Road Asset Management, LLC | History | Reduced | 929,726 | 99,889 | 1.11% | 1.17% | 25 | -85,302 | -8.4% | Q2 2026 | Jul 17, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 859,727 | 92,369 | 1.0% | 1.02% | 26 | +43,933 | 5.39% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 829,801 | 89,153 | 0.01% | 0.01% | 27 | +29,079 | 3.63% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 687,787 | 73,895 | 0.07% | 0.12% | 28 | -350,227 | -33.74% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 683,520 | 73,437 | 0.01% | 0.01% | 29 | +87,273 | 14.64% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 660,509 | 70,965 | 0.01% | 0.01% | 30 | +26,057 | 4.11% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 587,071 | 63,074 | 0.02% | 0.02% | 31 | +1,045 | 0.18% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 542,894 | 58,328 | 0.04% | 0.02% | 32 | +266,412 | 96.36% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 541,752 | 58,205 | 0.03% | 0.06% | 33 | -221,236 | -29.0% | Q2 2026 | Aug 11, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 541,000 | 58,125 | 0.08% | 0.06% | 34 | +171,000 | 46.22% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 530,728 | 57,021 | 0.06% | 0.09% | 35 | -150,115 | -22.05% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 501,395 | 53,869 | 0.0% | 0.0% | 36 | -27,035 | -5.12% | Q2 2026 | Aug 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 486,570 | 52,277 | 0.02% | 0.02% | 37 | -11,667 | -2.34% | Q2 2026 | Aug 03, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 474,618 | 51,448 | 0.04% | 0.04% | 38 | -5,101 | -1.06% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 463,031 | 49,748 | 0.01% | 0.01% | 39 | -11,778 | -2.48% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 460,030 | 49,425 | 0.01% | 0.01% | 40 | -8,916 | -1.9% | Q2 2026 | Aug 06, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 452,608 | 48,628 | 0.06% | 0.06% | 41 | +14,182 | 3.23% | Q2 2026 | Jul 21, 2026 |
| Alberta Investment Management Corp | History | No change | 450,000 | 48,348 | 0.27% | 0.27% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Boston Partners | History | Added to | 435,169 | 47,089 | 0.04% | 0.05% | 43 | +2,567 | 0.59% | Q2 2026 | Aug 04, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 432,668 | 46,485 | 0.13% | 0.15% | 44 | -16,174 | -3.6% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 412,171 | 44,283 | 0.04% | 0.06% | 45 | -94,608 | -18.67% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 404,475 | 43,456 | 0.0% | 0.0% | 46 | -68,862 | -14.55% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 385,663 | 41,435 | 0.05% | 0.05% | 47 | +67,124 | 21.07% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 380,554 | 40,886 | 0.02% | 0.03% | 48 | -55,026 | -12.63% | Q2 2026 | Aug 07, 2026 |
| Woodline Partners LP | History | Added to | 377,233 | 40,529 | 0.13% | 0.12% | 49 | +65,237 | 20.91% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 359,850 | 39,525 | 0.0% | 0.0% | 50 | +193,604 | 116.46% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 387,196 | 39,265 | 0.01% | 0.01% | 51 | +146 | 0.04% | Q2 2026 | Aug 14, 2026 |
| FIL Ltd | History | Added to | 344,125 | 36,972 | 0.03% | 0.03% | 52 | +11,326 | 3.4% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 319,723 | 34,352 | 0.02% | 0.02% | 53 | +101,847 | 46.75% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 294,230 | 31,612 | 0.0% | 0.0% | 54 | +143,181 | 94.79% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 291,477 | 31,316 | 0.06% | 0.02% | 55 | +223,357 | 327.89% | Q2 2026 | Aug 14, 2026 |
| Arbejdsmarkedets Tillaegspension | History | Added to | 288,400 | 30,985 | 0.67% | 0.63% | 56 | +38,680 | 15.49% | Q2 2026 | Jul 17, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Reduced | 279,594 | 30,039 | 2.75% | 2.95% | 57 | -3,426 | -1.21% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 277,556 | 29,820 | 0.13% | 0.15% | 58 | -87,898 | -24.05% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 269,433 | 28,947 | 0.0% | 0.0% | 59 | +18,228 | 7.26% | Q2 2026 | Aug 13, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 258,799 | 27,805 | 0.04% | 0.03% | 60 | +75,630 | 41.29% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 228,667 | 24,567 | 0.01% | 0.01% | 61 | -104,128 | -31.29% | Q2 2026 | Aug 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 225,554 | 24,233 | 0.29% | 0.19% | 62 | +103,084 | 84.17% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Reduced | 213,900 | 22,981 | 0.0% | 0.0% | 63 | -31,940 | -12.99% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 207,277 | 22,268 | 0.02% | 0.02% | 64 | -16,887 | -7.53% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 187,958 | 20,194 | 0.02% | 0.03% | 65 | -100,102 | -34.75% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 178,117 | 19,136 | 0.09% | 0.12% | 66 | -87,084 | -32.84% | Q2 2026 | Aug 11, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 164,956 | 17,722 | 1.19% | 1.34% | 67 | -8,783 | -5.06% | Q2 2026 | Jul 31, 2026 |
| Man Group plc | History | Reduced | 163,514 | 17,567 | 0.03% | 0.04% | 68 | -63,490 | -27.97% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 163,500 | 17,566 | 0.02% | — | 69 | +163,500 | New | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 162,106 | 17,416 | 0.01% | 0.01% | 70 | -41,523 | -20.39% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Associates, LP | History | Added to | 159,157 | 17,099 | 0.07% | 0.05% | 71 | +46,951 | 41.84% | Q2 2026 | Aug 14, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 151,949 | 16,325 | 0.03% | 0.02% | 72 | +61,200 | 67.44% | Q2 2026 | Aug 05, 2026 |
| Empowered Funds, LLC | History | New | 149,596 | 16,072 | 0.08% | — | 73 | +149,596 | New | Q2 2026 | Aug 14, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 149,477 | 16,059 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 149,430 | 16,054 | 0.04% | 0.08% | 75 | -111,952 | -42.83% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 148,996 | 16,008 | 0.03% | 0.04% | 76 | -1,734 | -1.15% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | Reduced | 148,700 | 15,976 | 0.01% | 0.01% | 77 | -3,700 | -2.43% | Q2 2026 | Aug 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 147,660 | 15,864 | 0.01% | 0.02% | 78 | +442 | 0.3% | Q2 2026 | Aug 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 145,573 | 15,704 | 0.04% | 0.04% | 79 | -4,297 | -2.87% | Q2 2026 | Aug 14, 2026 |
| Paradice Investment Management LLC | History | Reduced | 128,154 | 13,768 | 2.2% | 2.46% | 80 | -989 | -0.77% | Q2 2026 | Aug 05, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 122,795 | 13,193 | 0.85% | 0.98% | 81 | +14,323 | 13.2% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Reduced | 120,099 | 12,903 | 0.02% | 0.02% | 82 | -11,745 | -8.91% | Q2 2026 | Aug 14, 2026 |
| Interval Partners, LP | History | Added to | 117,153 | 12,586 | 0.32% | 0.23% | 83 | +28,880 | 32.72% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | New | 116,425 | 12,508 | 0.01% | — | 84 | +116,425 | New | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 113,578 | 12,202 | 0.02% | 0.03% | 85 | -48,245 | -29.81% | Q2 2026 | Aug 14, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 109,365 | 11,750 | 0.03% | 0.04% | 86 | +7,870 | 7.75% | Q2 2026 | Aug 14, 2026 |
| Prana Capital Management, LP | History | Added to | 108,700 | 11,678 | 0.35% | 0.23% | 87 | +33,691 | 44.92% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 108,501 | 11,657 | 0.01% | 0.0% | 88 | +69,828 | 180.56% | Q2 2026 | Aug 14, 2026 |
| Ceredex Value Advisors LLC | History | Reduced | 108,025 | 11,606 | 0.33% | 0.36% | 89 | -5,175 | -4.57% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | Reduced | 107,086 | 11,505 | 0.01% | 0.01% | 90 | -17,006 | -13.7% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 105,834 | 11,370 | 0.0% | 0.0% | 91 | +43,602 | 70.06% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 105,784 | 11,365 | 0.0% | 0.02% | 92 | -301,131 | -74.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 105,576 | 11,343 | 0.11% | 0.13% | 93 | -12,428 | -10.53% | Q2 2026 | Jul 20, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | History | Reduced | 99,564 | 10,697 | 2.16% | 4.34% | 94 | -48,436 | -32.73% | Q2 2026 | Aug 14, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Added to | 98,196 | 10,550 | 0.53% | 0.56% | 95 | +1,268 | 1.31% | Q2 2026 | Jul 31, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 97,228 | 10,446 | 0.05% | 0.03% | 96 | +25,696 | 35.92% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 96,439 | 10,362 | 0.01% | 0.01% | 97 | +6,673 | 7.43% | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 101,089 | 10,251 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Added to | 94,621 | 10,166 | 0.0% | 0.0% | 99 | +2,519 | 2.74% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Reduced | 86,980 | 9,345 | 0.06% | 0.1% | 100 | -46,481 | -34.83% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 86,533 | 9,297 | 0.01% | 0.01% | 101 | -5,941 | -6.42% | Q2 2026 | Aug 24, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 86,476 | 9,290 | 0.25% | 0.19% | 102 | +31,279 | 56.67% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 84,341 | 9,061 | 0.03% | 0.03% | 103 | +1,215 | 1.46% | Q2 2026 | Aug 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 82,591 | 8,873 | 0.03% | 0.12% | 104 | -79,986 | -49.2% | Q2 2026 | Aug 14, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 81,994 | 8,809 | 0.29% | 0.35% | 105 | +1,367 | 1.7% | Q2 2026 | Jul 23, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 81,569 | 8,763 | 0.02% | 0.02% | 106 | -7,413 | -8.33% | Q2 2026 | Aug 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 79,034 | 8,491 | 0.14% | 0.16% | 107 | -5,930 | -6.98% | Q2 2026 | Jul 10, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 76,208 | 8,187 | 0.02% | 0.04% | 108 | -7,184 | -8.61% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 70,693 | 7,595 | 0.0% | 0.0% | 109 | +68,084 | 2609.58% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 72,746 | 7,486 | 0.01% | 0.01% | 110 | -5,942 | -7.55% | Q2 2026 | Jul 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Reduced | 69,561 | 7,473 | 0.01% | 0.01% | 111 | -115 | -0.17% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 67,031 | 7,201 | 0.01% | 0.01% | 112 | -1,990 | -2.88% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | Reduced | 65,879 | 7,081 | 0.01% | 0.01% | 113 | -15,155 | -18.7% | Q2 2026 | Aug 27, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 64,460 | 6,925 | 0.01% | 0.01% | 114 | -5,807 | -8.26% | Q2 2026 | Aug 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 64,149 | 6,892 | 0.01% | 0.01% | 115 | -10,798 | -14.41% | Q2 2026 | Aug 06, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 64,000 | 6,876 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 62,000 | 6,661 | 0.28% | 0.21% | 117 | -17,000 | -21.52% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Reduced | 58,780 | 6,315 | 0.0% | 0.0% | 118 | -6,809 | -10.38% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | New | 57,893 | 6,220 | 0.0% | — | 119 | +57,893 | New | Q2 2026 | Aug 14, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 57,285 | 6,154 | 0.38% | 0.41% | 120 | -1,134 | -1.94% | Q2 2026 | Aug 12, 2026 |
| NATIXIS | History | Added to | 55,703 | 5,984 | 0.02% | 0.0% | 121 | +47,925 | 616.16% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 54,245 | 5,828 | 0.02% | 0.02% | 122 | -202 | -0.37% | Q2 2026 | Aug 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 54,125 | 5,815 | 0.11% | 0.14% | 123 | -14,212 | -20.8% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 54,090 | 5,810 | 0.0% | 0.0% | 124 | -2,776 | -4.88% | Q2 2026 | Sep 23, 2026 |
| Numerai GP LLC | History | Added to | 53,982 | 5,799 | 0.47% | 0.25% | 125 | +29,792 | 123.16% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 53,807 | 5,781 | 0.07% | 0.08% | 126 | -5,022 | -8.54% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 51,696 | 5,554 | 0.23% | 0.24% | 127 | -4,434 | -7.9% | Q2 2026 | Aug 13, 2026 |
| VELA Investment Management, LLC | History | Added to | 51,510 | 5,534 | 1.21% | 1.14% | 128 | +3,474 | 7.23% | Q2 2026 | Aug 27, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 51,373 | 5,519 | 0.0% | 0.0% | 129 | +2,038 | 4.13% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 50,892 | 5,467 | 0.0% | 0.0% | 130 | +2,004 | 4.1% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 50,645 | 5,443 | 0.0% | 0.0% | 131 | +747 | 1.5% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Added to | 50,643 | 5,441 | 0.21% | 0.16% | 132 | +10,935 | 27.54% | Q2 2026 | Aug 12, 2026 |
| Elevate Capital Advisors, LLC | History | Reduced | 50,418 | 5,416 | 2.98% | 3.5% | 133 | -2,889 | -5.42% | Q2 2026 | Jul 31, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 48,790 | 5,241 | 0.12% | 0.13% | 134 | +2,390 | 5.15% | Q2 2026 | Aug 12, 2026 |
| Entropy Technologies, LP | History | Reduced | 48,776 | 5,240 | 0.21% | 0.25% | 135 | -5,129 | -9.51% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 47,540 | 5,185 | 0.01% | 0.02% | 136 | -84,627 | -64.03% | Q2 2026 | Aug 13, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 47,681 | 5,122 | 0.1% | 0.1% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 46,061 | 4,968 | 0.3% | 0.26% | 138 | -993 | -2.11% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 46,190 | 4,962 | 0.03% | 0.04% | 139 | +1,133 | 2.51% | Q2 2026 | Sep 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 45,985 | 4,940 | 0.01% | 0.01% | 140 | -5,428 | -10.56% | Q2 2026 | Aug 19, 2026 |
| CREDIT AGRICOLE S A | History | No change | 45,530 | 4,891 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | Reduced | 42,213 | 4,535 | 0.06% | 0.13% | 142 | -61,549 | -59.32% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 42,025 | 4,515 | 0.01% | 0.01% | 143 | -1,730 | -3.95% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | Reduced | 41,909 | 4,502 | 0.0% | 0.0% | 144 | -6,399 | -13.25% | Q2 2026 | Aug 03, 2026 |
| Baird Financial Group, Inc. | History | Added to | 39,970 | 4,294 | 0.01% | 0.01% | 145 | +299 | 0.75% | Q2 2026 | Aug 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 39,830 | 4,279 | 0.03% | 0.03% | 146 | +4,600 | 13.06% | Q2 2026 | Aug 25, 2026 |
| Jain Global LLC | History | Added to | 38,126 | 4,096 | 0.02% | 0.01% | 147 | +15,251 | 66.67% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 37,481 | 4,026 | 0.01% | 0.16% | 148 | -375,643 | -90.93% | Q2 2026 | Aug 06, 2026 |
| Independent Advisor Alliance | History | Added to | 37,008 | 3,976 | 0.09% | 0.04% | 149 | +2,026 | 5.79% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 36,291 | 3,901 | 0.0% | 0.0% | 150 | +835 | 2.36% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 36,114 | 3,880 | 0.0% | 0.0% | 151 | -216,892 | -85.73% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 35,511 | 3,848 | 0.0% | 0.0% | 152 | -30,064 | -45.85% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 35,422 | 3,805 | 0.0% | 0.0% | 153 | -5,993 | -14.47% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 35,391 | 3,802 | 0.01% | 0.01% | 154 | -1,645 | -4.44% | Q2 2026 | Aug 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 37,887 | 3,801 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | Added to | 34,399 | 3,696 | 0.0% | 0.0% | 156 | +502 | 1.48% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 34,237 | 3,678 | 0.01% | 0.01% | 157 | +1,322 | 4.02% | Q2 2026 | Aug 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 34,023 | 3,655 | 0.03% | 0.03% | 158 | +1,054 | 3.2% | Q2 2026 | Jul 23, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 33,895 | 3,641 | 0.0% | 0.0% | 159 | -4,645 | -12.05% | Q2 2026 | Aug 12, 2026 |
| Madison Asset Management, LLC | History | Reduced | 32,829 | 3,527 | 0.04% | 0.05% | 160 | -3,190 | -8.86% | Q2 2026 | Aug 10, 2026 |
| XTX Topco Ltd | History | Added to | 31,837 | 3,420 | 0.04% | 0.02% | 161 | +21,312 | 202.49% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | Reduced | 31,222 | 3,354 | 0.01% | 0.01% | 162 | -521 | -1.64% | Q2 2026 | Aug 05, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 31,204 | 3,353 | 0.01% | 0.01% | 163 | -600 | -1.89% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 30,646 | 3,292 | 0.02% | 0.02% | 164 | +159 | 0.52% | Q2 2026 | Jul 17, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 30,343 | 3,260 | 0.06% | 0.08% | 165 | -857 | -2.75% | Q2 2026 | Aug 14, 2026 |
| Villanova Investment Management Co LLC | History | Reduced | 29,497 | 3,169 | 3.01% | 3.32% | 166 | -2,460 | -7.7% | Q2 2026 | Jul 28, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 29,488 | 3,168 | 0.01% | 0.02% | 167 | -5,261 | -15.14% | Q2 2026 | Aug 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 29,100 | 3,139 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 28,847 | 3,099 | 0.02% | 0.01% | 169 | +16,466 | 132.99% | Q2 2026 | Aug 10, 2026 |
| STRS OHIO | History | Reduced | 28,570 | 3,069 | 0.01% | 0.02% | 170 | -22,407 | -43.96% | Q2 2026 | Jul 30, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 28,300 | 3,040 | 0.0% | 0.0% | 171 | -1,000 | -3.41% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 27,708 | 2,976 | 0.0% | 0.0% | 172 | -69,634 | -71.54% | Q2 2026 | Aug 07, 2026 |
| South Dakota Investment Council | History | Reduced | 27,649 | 2,971 | 0.05% | 0.09% | 174 | -16,996 | -38.07% | Q2 2026 | Aug 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 27,664 | 2,971 | 0.0% | 0.0% | 173 | +945 | 3.54% | Q2 2026 | Aug 13, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 27,321 | 2,935 | 0.28% | 0.34% | 175 | -4,260 | -13.49% | Q2 2026 | Jul 22, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 26,906 | 2,890 | 0.06% | 0.03% | 176 | +9,634 | 55.78% | Q2 2026 | Jul 13, 2026 |
| Handelsbanken Fonder AB | History | Added to | 26,700 | 2,869 | 0.01% | 0.01% | 177 | +2,700 | 11.25% | Q2 2026 | Jul 10, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Added to | 26,533 | 2,850 | 0.55% | 0.56% | 178 | +9 | 0.03% | Q2 2026 | Jul 16, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 24,350 | 2,616 | 0.07% | 0.06% | 179 | +4,024 | 19.8% | Q2 2026 | Aug 13, 2026 |
| BBR PARTNERS, LLC | History | No change | 23,389 | 2,512 | 0.12% | 0.13% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blueshift Asset Management, LLC | History | New | 22,741 | 2,443 | 0.57% | — | 181 | +22,741 | New | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 22,025 | 2,366 | 0.03% | 0.03% | 182 | +2,759 | 14.32% | Q2 2026 | Jul 14, 2026 |
| Edgestream Partners, L.P. | History | Added to | 21,965 | 2,359 | 0.07% | 0.03% | 183 | +13,295 | 153.34% | Q2 2026 | Aug 11, 2026 |
| Quadrature Capital Ltd | History | Added to | 21,943 | 2,357 | 0.02% | 0.02% | 184 | +9,183 | 71.97% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | Added to | 21,932 | 2,356 | 0.02% | 0.02% | 185 | +13,401 | 157.09% | Q2 2026 | Aug 10, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 21,922 | 2,355 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GABELLI FUNDS LLC | History | No change | 21,750 | 2,336 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Reduced | 20,653 | 2,218 | 0.01% | 0.01% | 188 | -4,270 | -17.13% | Q2 2026 | Aug 14, 2026 |
| Cannell & Spears LLC | History | Reduced | 20,477 | 2,200 | 0.04% | 0.05% | 189 | -4,000 | -16.34% | Q2 2026 | Aug 11, 2026 |
| Arizona State Retirement System | History | Reduced | 20,447 | 2,196 | 0.01% | 0.01% | 190 | -720 | -3.4% | Q2 2026 | Aug 07, 2026 |
| Vanguard Investments Australia, Ltd. | History | Added to | 19,255 | 2,068 | 0.01% | 0.01% | 191 | +66 | 0.34% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 19,202 | 2,063 | 0.01% | 0.02% | 192 | -4,354 | -18.48% | Q2 2026 | Jul 20, 2026 |
| SummitTX Capital, L.P. | History | New | 17,995 | 1,933 | 0.05% | — | 193 | +17,995 | New | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 17,427 | 1,872 | 0.0% | 0.0% | 194 | -240 | -1.36% | Q2 2026 | Sep 09, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 16,140 | 1,734 | 0.06% | 0.07% | 195 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 15,737 | 1,690 | 0.0% | 0.0% | 196 | +361 | 2.35% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 15,717 | 1,688 | 0.05% | 0.07% | 197 | -1,549 | -8.97% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | Added to | 15,287 | 1,642 | 0.02% | 0.02% | 198 | +6,682 | 77.65% | Q2 2026 | Aug 10, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 14,704 | 1,579 | 0.13% | 0.14% | 199 | -15 | -0.1% | Q2 2026 | Jul 16, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 14,363 | 1,549 | 0.35% | 0.34% | 200 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BURNEY CO/ | History | New | 14,352 | 1,541 | 0.04% | — | 201 | +14,352 | New | Q2 2026 | Jul 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 13,986 | 1,502 | 0.02% | 0.02% | 202 | +1,843 | 15.18% | Q2 2026 | Aug 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 13,744 | 1,476 | 0.01% | 0.01% | 203 | +3,884 | 39.39% | Q2 2026 | Aug 11, 2026 |
| Callan Family Office, LLC | History | Added to | 13,545 | 1,455 | 0.03% | 0.03% | 204 | +663 | 5.15% | Q2 2026 | Aug 11, 2026 |
| Amundi | History | Added to | 12,676 | 1,361 | 0.0% | 0.0% | 205 | +1,029 | 8.83% | Q2 2026 | Aug 11, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | Added to | 12,497 | 1,343 | 1.31% | 1.3% | 206 | +1,810 | 16.94% | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 11,067 | 1,268 | 0.03% | 0.02% | 207 | +951 | 9.4% | Q2 2026 | Jul 29, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 11,714 | 1,258 | 0.0% | 0.0% | 208 | -524 | -4.28% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 11,689 | 1,255 | 0.0% | 0.0% | 209 | +3,123 | 36.46% | Q2 2026 | Aug 12, 2026 |
| CROBAN | History | Added to | 11,225 | 1,205 | 0.53% | 0.52% | 210 | +370 | 3.41% | Q2 2026 | Aug 03, 2026 |
| GLOBEFLEX CAPITAL L P | History | Reduced | 11,158 | 1,198 | 0.15% | 0.18% | 211 | -262 | -2.29% | Q2 2026 | Aug 12, 2026 |
| Fieldview Capital Management, LLC | History | Added to | 11,065 | 1,188 | 0.34% | 0.1% | 212 | +7,815 | 240.46% | Q2 2026 | Aug 14, 2026 |
| Summit Global Investments | History | No change | 10,388 | 1,116 | 0.06% | 0.06% | 213 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Permanent Capital Management, LP | History | No change | 10,053 | 1,083 | 0.15% | 0.16% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 10,063 | 1,081 | 0.0% | 0.0% | 215 | +88 | 0.88% | Q2 2026 | Aug 12, 2026 |
| COMMERCE BANK | History | No change | 10,027 | 1,077 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Krilogy Financial LLC | History | Added to | 10,023 | 1,076 | 0.03% | 0.03% | 217 | +109 | 1.1% | Q2 2026 | Jul 27, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 9,784 | 1,051 | 0.11% | 0.11% | 218 | -86 | -0.87% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 9,600 | 1,031 | 0.0% | 0.0% | 219 | +1,100 | 12.94% | Q2 2026 | Jul 31, 2026 |
| Bull Harbor Capital LLC | History | Added to | 9,362 | 1,005 | 0.2% | 0.24% | 220 | +389 | 4.34% | Q2 2026 | Aug 10, 2026 |
| CSS LLC/IL | History | Added to | 9,297 | 998 | 0.04% | 0.04% | 221 | +40 | 0.43% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 9,218 | 990 | 0.02% | 0.03% | 222 | -3,441 | -27.18% | Q2 2026 | Aug 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 9,071 | 974 | 0.0% | 0.0% | 223 | -2,023 | -18.24% | Q2 2026 | Jul 28, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 9,044 | 971 | 0.16% | 0.17% | 224 | -764 | -7.79% | Q2 2026 | Aug 04, 2026 |
| R Squared Ltd | History | Reduced | 8,946 | 961 | 0.5% | 0.53% | 225 | -632 | -6.6% | Q2 2026 | Aug 05, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 8,776 | 942 | 0.0% | 0.0% | 226 | -2,268 | -20.54% | Q2 2026 | Aug 07, 2026 |
| Tidal Investments LLC | History | Reduced | 8,666 | 931 | 0.0% | 0.0% | 227 | -1,880 | -17.83% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 8,640 | 928 | 0.0% | 0.0% | 228 | -562 | -6.11% | Q2 2026 | Aug 18, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 8,636 | 927 | 0.33% | 0.39% | 229 | -175 | -1.99% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | Reduced | 8,568 | 924 | 0.02% | 0.03% | 230 | -3,093 | -26.52% | Q2 2026 | Jul 27, 2026 |
| Centiva Capital, LP | History | Added to | 8,467 | 909 | 0.01% | 0.01% | 231 | +1,726 | 25.6% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 8,238 | 885 | 0.0% | 0.0% | 232 | -876 | -9.61% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 8,053 | 865 | 0.0% | 0.0% | 233 | +715 | 9.74% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 7,975 | 856 | 0.03% | 0.03% | 234 | +2,797 | 54.02% | Q2 2026 | Aug 06, 2026 |
| Diversified Trust Co | History | Reduced | 7,964 | 855 | 0.01% | 0.02% | 235 | -25 | -0.31% | Q2 2026 | Jul 17, 2026 |
| Frec Markets, Inc. | History | Added to | 7,930 | 851 | 0.08% | 0.04% | 237 | +5,626 | 244.18% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 7,928 | 851 | 0.01% | 0.01% | 236 | -5,560 | -41.22% | Q2 2026 | Aug 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 7,749 | 832 | 0.0% | 0.0% | 238 | +89 | 1.16% | Q2 2026 | Aug 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 7,668 | 823 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Machina Capital S.A.S. | History | Added to | 7,542 | 810 | 0.13% | 0.12% | 240 | +1,699 | 29.08% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,999 | 752 | 0.0% | 0.0% | 241 | +902 | 14.79% | Q2 2026 | Aug 05, 2026 |
| IAT REINSURANCE CO LTD. | History | No change | 70,000 | 750 | 0.45% | 0.44% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 6,568 | 738 | 0.02% | 0.02% | 243 | +32 | 0.49% | Q2 2026 | Jul 15, 2026 |
| OPPENHEIMER & CO INC | History | No change | 6,828 | 733 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,399 | 687 | 0.0% | 0.0% | 245 | +831 | 14.92% | Q2 2026 | Aug 07, 2026 |
| Tuttle Capital Management, LLC | History | New | 6,394 | 686 | 0.46% | — | 246 | +6,394 | New | Q2 2026 | Jul 30, 2026 |
| INTRUST BANK NA | History | Reduced | 6,148 | 660 | 0.05% | 0.05% | 247 | -339 | -5.23% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | Added to | 5,845 | 629 | 0.0% | 0.0% | 248 | +3,175 | 118.91% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 5,849 | 628 | 0.01% | 0.01% | 249 | +433 | 7.99% | Q2 2026 | Sep 23, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 5,710 | 613 | 0.07% | 0.16% | 250 | -2,449 | -30.02% | Q2 2026 | Jul 23, 2026 |
| XPONANCE LLC | History | Reduced | 5,683 | 610 | 0.0% | 0.0% | 251 | -113 | -1.95% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,591 | 600 | 0.0% | 0.0% | 252 | +27 | 0.49% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,574 | 598 | 0.0% | 0.0% | 253 | +1,415 | 34.02% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 5,564 | 597 | 0.01% | 0.01% | 254 | -288 | -4.92% | Q2 2026 | Jul 28, 2026 |
| Savant Capital, LLC | History | Added to | 5,542 | 594 | 0.0% | 0.0% | 255 | +414 | 8.07% | Q2 2026 | Aug 10, 2026 |
| Ariadne Wealth Management, LP | History | New | 5,428 | 583 | 0.26% | — | 256 | +5,428 | New | Q2 2026 | Aug 13, 2026 |
| Generali Asset Management SPA SGR | History | New | 5,378 | 577 | 0.01% | — | 258 | +5,378 | New | Q2 2026 | Jul 30, 2026 |
| HB Wealth Management, LLC | History | Reduced | 5,373 | 577 | 0.0% | 0.0% | 257 | -549 | -9.27% | Q2 2026 | Jul 29, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 5,253 | 564 | 0.0% | 0.0% | 259 | -1,014 | -16.18% | Q2 2026 | Aug 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,227 | 561 | 0.0% | 0.0% | 260 | +751 | 16.78% | Q2 2026 | Aug 13, 2026 |
| Storgate, LLC | History | Added to | 5,172 | 555 | 0.12% | 0.2% | 262 | +2,669 | 106.63% | Q2 2026 | Aug 12, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 5,170 | 555 | 0.03% | 0.03% | 261 | +167 | 3.34% | Q2 2026 | Jul 16, 2026 |
| Leonteq Securities AG | History | No change | 5,161 | 554 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Voleon Capital Management LP | History | Added to | 5,135 | 551 | 0.01% | 0.01% | 264 | +1,547 | 43.12% | Q2 2026 | Aug 14, 2026 |
| Index Technologies Group LLC | History | Reduced | 4,995 | 536 | 0.43% | 0.56% | 265 | -44 | -0.87% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Added to | 4,961 | 533 | 0.0% | 0.0% | 266 | +51 | 1.04% | Q2 2026 | Jul 29, 2026 |
| Swiss Life Asset Management Ltd | History | New | 4,854 | 521 | 0.0% | — | 267 | +4,854 | New | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,844 | 520 | 0.0% | 0.0% | 268 | +55 | 1.15% | Q2 2026 | Jul 28, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,764 | 511 | 0.0% | 0.0% | 269 | -4,183 | -46.75% | Q2 2026 | Aug 14, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 4,609 | 495 | 0.05% | 0.05% | 270 | +331 | 7.74% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 4,477 | 481 | 0.01% | 0.01% | 272 | +133 | 3.06% | Q2 2026 | Jul 29, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 4,482 | 481 | 0.05% | 0.05% | 271 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,474 | 480 | 0.0% | 0.0% | 273 | -779 | -14.83% | Q2 2026 | Aug 12, 2026 |
| EntryPoint Capital, LLC | History | No change | 4,460 | 479 | 0.12% | 0.13% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,434 | 476 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 4,389 | 471 | 0.01% | 0.01% | 276 | +529 | 13.7% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,322 | 464 | 0.0% | 0.0% | 277 | +276 | 6.82% | Q2 2026 | Aug 12, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 4,300 | 461 | 0.03% | 0.03% | 278 | -31 | -0.72% | Q2 2026 | Jul 27, 2026 |
| Catalyst Funds Management Pty Ltd | History | Added to | 4,260 | 457 | 0.03% | 0.05% | 279 | +1,200 | 39.22% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,188 | 450 | 0.0% | 0.0% | 280 | +149 | 3.69% | Q2 2026 | Jul 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 4,118 | 444 | 0.0% | 0.0% | 281 | -3,379 | -45.07% | Q2 2026 | Aug 10, 2026 |
| Emerald Investment Advisers, LLC | History | Added to | 4,070 | 437 | 0.03% | 0.03% | 282 | +1,206 | 42.11% | Q2 2026 | Aug 12, 2026 |
| SYON CAPITAL LLC | History | Reduced | 4,035 | 433 | 0.02% | 0.02% | 283 | -117 | -2.82% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 3,999 | 429 | 0.0% | 0.0% | 284 | -286 | -6.67% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 3,924 | 421 | 0.0% | — | 285 | +3,924 | New | Q2 2026 | Sep 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,917 | 420 | 0.0% | 0.0% | 286 | +64 | 1.66% | Q2 2026 | Aug 07, 2026 |
| Wedmont Private Capital | History | Added to | 3,712 | 419 | 0.01% | 0.01% | 288 | +930 | 33.43% | Q2 2026 | Jul 13, 2026 |
| WASATCH ADVISORS LP | History | No change | 3,905 | 419 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Utah Retirement Systems | History | Reduced | 3,822 | 410 | 0.0% | 0.0% | 289 | -187 | -4.66% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | New | 3,784 | 406 | 0.0% | — | 290 | +3,784 | New | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | Added to | 3,733 | 401 | 0.0% | 0.0% | 291 | +687 | 22.55% | Q2 2026 | Aug 12, 2026 |
| Coppell Advisory Solutions LLC | History | New | 4,514 | 399 | 0.03% | — | 292 | +4,514 | New | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 3,700 | 397 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 3,658 | 393 | 0.29% | 0.29% | 294 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 3,607 | 387 | 0.01% | 0.01% | 295 | -803 | -18.21% | Q2 2026 | Aug 11, 2026 |
| WINTON GROUP Ltd | History | New | 3,600 | 386 | 0.01% | — | 296 | +3,600 | New | Q2 2026 | Aug 07, 2026 |
| West Family Investments, Inc. | History | New | 3,518 | 377 | 0.11% | — | 298 | +3,518 | New | Q2 2026 | Aug 10, 2026 |
| ALLSTATE CORP | History | New | 3,510 | 377 | 0.0% | — | 297 | +3,510 | New | Q2 2026 | Aug 13, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 3,281 | 375 | 0.28% | 0.24% | 299 | -27 | -0.82% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,451 | 370 | 0.0% | 0.0% | 300 | -690 | -16.66% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,349 | 360 | 0.0% | 0.0% | 301 | +39 | 1.18% | Q2 2026 | Jul 20, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,310 | 356 | 0.0% | 0.0% | 302 | -1,424 | -30.08% | Q2 2026 | Jul 23, 2026 |
| Inscription Capital, LLC | History | Added to | 3,219 | 345 | 0.03% | 0.03% | 303 | +91 | 2.91% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 3,207 | 344 | 0.0% | 0.0% | 304 | +54 | 1.71% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | Added to | 3,193 | 343 | 0.01% | 0.01% | 306 | +662 | 26.16% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | Reduced | 3,196 | 343 | 0.0% | 0.0% | 305 | -106 | -3.21% | Q2 2026 | Aug 14, 2026 |
| Cetera Trust Company, N.A | History | Added to | 3,170 | 340 | 0.17% | 0.18% | 307 | +25 | 0.79% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,056 | 332 | 0.0% | 0.0% | 308 | +1,437 | 88.76% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Reduced | 3,040 | 326 | 0.0% | 0.01% | 310 | -3,068 | -50.23% | Q2 2026 | Jul 29, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 3,042 | 326 | 0.0% | 0.0% | 309 | -11 | -0.36% | Q2 2026 | Jul 23, 2026 |
| RBF Capital, LLC | History | No change | 3,000 | 322 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 2,988 | 321 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sagewood Asset Management LP | History | Reduced | 2,957 | 317 | 0.07% | 0.1% | 313 | -43 | -1.43% | Q2 2026 | Jul 29, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 2,948 | 316 | 0.0% | 0.01% | 315 | -17,640 | -85.68% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 2,950 | 316 | 0.0% | 0.0% | 314 | +934 | 46.33% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,932 | 315 | 0.01% | 0.01% | 316 | -1,357 | -31.64% | Q2 2026 | Jul 24, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 2,925 | 314 | 0.0% | — | 317 | +2,925 | New | Q2 2026 | Jul 20, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Reduced | 2,900 | 311 | 0.03% | 0.05% | 318 | -2,363 | -44.9% | Q2 2026 | Jul 31, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 2,850 | 306 | 0.24% | 0.3% | 319 | -550 | -16.18% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | Reduced | 2,819 | 302 | 0.0% | 0.0% | 320 | -414 | -12.81% | Q2 2026 | Aug 11, 2026 |
| Curi Capital, LLC | History | Reduced | 2,781 | 300 | 0.0% | 0.01% | 321 | -2,877 | -50.85% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | New | 2,796 | 300 | 0.0% | — | 322 | +2,796 | New | Q2 2026 | Aug 07, 2026 |
| Versant Capital Management, Inc | History | Reduced | 2,741 | 294 | 0.03% | 0.03% | 323 | -96 | -3.38% | Q2 2026 | Jul 02, 2026 |
| SYM FINANCIAL Corp | History | Added to | 2,730 | 293 | 0.02% | 0.03% | 324 | +5 | 0.18% | Q2 2026 | Aug 04, 2026 |
| BESSEMER GROUP INC | History | No change | 2,688 | 289 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 111 Capital | History | Added to | 2,657 | 285 | 0.05% | 0.06% | 326 | +186 | 7.53% | Q2 2026 | Aug 04, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | New | 2,630 | 282 | 0.01% | — | 327 | +2,630 | New | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | Added to | 2,611 | 280 | 0.0% | 0.0% | 328 | +1,302 | 99.47% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 2,568 | 275 | 0.0% | — | 330 | +2,568 | New | Q2 2026 | Jul 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,564 | 275 | 0.02% | — | 329 | +2,564 | New | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 2,527 | 272 | 0.0% | 0.0% | 332 | +410 | 19.37% | Q2 2026 | Jul 23, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 2,536 | 272 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CERTUITY, LLC | History | New | 2,515 | 270 | 0.01% | — | 333 | +2,515 | New | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,497 | 268 | 0.01% | 0.01% | 334 | +96 | 4.0% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,478 | 266 | 0.01% | 0.01% | 335 | -28 | -1.12% | Q2 2026 | Jul 07, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,420 | 260 | 0.02% | 0.02% | 336 | -518 | -17.63% | Q2 2026 | Jul 29, 2026 |
| Magnetar Financial LLC | History | Reduced | 2,413 | 259 | 0.0% | 0.01% | 337 | -3,204 | -57.04% | Q2 2026 | Aug 14, 2026 |
| NORDEN GROUP LLC | History | New | 2,365 | 254 | 0.02% | — | 338 | +2,365 | New | Q2 2026 | Jul 29, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 2,343 | 251 | 0.02% | 0.02% | 339 | +367 | 18.57% | Q2 2026 | Aug 04, 2026 |
| Rothschild Wealth LLC | History | Reduced | 2,325 | 249 | 0.02% | 0.03% | 340 | -768 | -24.83% | Q2 2026 | Aug 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 2,312 | 248 | 0.0% | 0.0% | 341 | -156 | -6.32% | Q2 2026 | Aug 07, 2026 |
| Crestwood Advisors Group, LLC | History | New | 2,304 | 247 | 0.0% | — | 342 | +2,304 | New | Q2 2026 | Aug 03, 2026 |
| CIBC Asset Management Inc | History | Reduced | 2,287 | 245 | 0.0% | 0.0% | 343 | -1,921 | -45.65% | Q2 2026 | Aug 03, 2026 |
| Ground Swell Capital, LLC | History | New | 2,275 | 244 | 0.26% | — | 344 | +2,275 | New | Q2 2026 | Aug 05, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 2,221 | 238 | 0.01% | 0.02% | 345 | -514 | -18.79% | Q2 2026 | Jul 15, 2026 |
| North Dakota State Investment Board | History | Added to | 2,209 | 237 | 0.01% | 0.01% | 346 | +37 | 1.7% | Q2 2026 | Aug 04, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 2,186 | 234 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Reduced | 2,147 | 229 | 0.03% | 0.03% | 348 | -421 | -16.39% | Q2 2026 | Aug 11, 2026 |
| DnB Asset Management AS | History | No change | 2,089 | 224 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WESTPAC BANKING CORP | History | Reduced | 2,071 | 222 | 0.01% | 0.02% | 350 | -1,180 | -36.3% | Q2 2026 | Aug 12, 2026 |
| Perpetual Ltd | History | Reduced | 2,071 | 222 | 0.0% | 0.01% | 351 | -1,180 | -36.3% | Q2 2026 | Jul 15, 2026 |
| Main Street Group, LTD | History | No change | 11,851 | 222 | 0.05% | 0.07% | 352 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 2,039 | 219 | 0.0% | — | 354 | +2,039 | New | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | Added to | 2,040 | 219 | 0.0% | 0.0% | 353 | +5 | 0.25% | Q2 2026 | Aug 04, 2026 |
| Teza Capital Management LLC | History | New | 2,008 | 215 | 0.41% | — | 355 | +2,008 | New | Q2 2026 | Aug 14, 2026 |
| Qsemble Capital Management, LP | History | Reduced | 1,989 | 213 | 0.03% | 0.35% | 356 | -42,849 | -95.56% | Q2 2026 | Aug 03, 2026 |
| Paragon Capital Management Ltd | History | New | 1,989 | 213 | 0.04% | — | 358 | +1,989 | New | Q2 2026 | Jul 29, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 948 | 213 | 0.05% | 0.08% | 357 | -1,846 | -66.07% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 1,979 | 212 | 0.0% | 0.01% | 359 | -421,463 | -99.53% | Q2 2026 | Aug 13, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 1,969 | 211 | 0.07% | — | 360 | +1,969 | New | Q2 2026 | Aug 04, 2026 |
| Pure Financial Advisors, LLC | History | New | 1,957 | 210 | 0.0% | — | 362 | +1,957 | New | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 1,958 | 210 | 0.0% | 0.01% | 361 | -500 | -20.34% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,894 | 203 | 0.0% | 0.0% | 363 | -2,052 | -52.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,880 | 201 | 0.0% | 0.0% | 364 | -30 | -1.57% | Q2 2026 | Aug 05, 2026 |
| Hamilton Capital Partners Inc. | History | Reduced | 1,796 | 192 | 0.01% | 0.01% | 365 | -400 | -18.21% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Reduced | 1,744 | 187 | 0.09% | 0.22% | 366 | -4,811 | -73.39% | Q2 2026 | Aug 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 1,589 | 170 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 1,357 | 146 | 0.0% | 0.0% | 368 | +1,130 | 497.8% | Q2 2026 | Jul 24, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,324 | 142 | 0.0% | 0.01% | 369 | -3,517 | -72.65% | Q2 2026 | Aug 11, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,238 | 133 | 0.01% | 0.01% | 370 | -32 | -2.52% | Q2 2026 | Sep 04, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 1,207 | 129 | 0.01% | — | 371 | +1,207 | New | Q2 2026 | Aug 03, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 1,195 | 128 | 0.0% | 0.0% | 372 | -22 | -1.81% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,142 | 122 | 0.0% | 0.0% | 373 | -307 | -21.19% | Q2 2026 | Jul 17, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,049 | 112 | 0.03% | 0.03% | 374 | -40 | -3.67% | Q2 2026 | Jul 16, 2026 |
| Quent Capital, LLC | History | Reduced | 882 | 94 | 0.01% | 0.01% | 375 | -6 | -0.68% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 872 | 93 | 0.01% | 0.01% | 376 | +1 | 0.11% | Q2 2026 | Jul 28, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 716 | 76 | 0.05% | 0.05% | 377 | -22 | -2.98% | Q2 2026 | Jul 31, 2026 |
| Covestor Ltd | History | Added to | 668 | 72 | 0.04% | 0.03% | 378 | +254 | 61.35% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 655 | 70 | 0.0% | 0.0% | 379 | -524 | -44.44% | Q2 2026 | Jul 20, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 644 | 69 | 0.02% | 0.05% | 380 | -1,117 | -63.43% | Q2 2026 | Aug 10, 2026 |
| Employees Retirement System of Texas | History | No change | 598 | 64 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 595 | 63 | 0.0% | 0.0% | 382 | -53 | -8.18% | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | Reduced | 529 | 56 | 0.0% | 0.0% | 384 | -4 | -0.75% | Q2 2026 | Jul 21, 2026 |
| North Star Investment Management Corp. | History | No change | 524 | 56 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bayforest Capital Ltd | History | Added to | 513 | 55 | 0.05% | 0.01% | 386 | +393 | 327.5% | Q2 2026 | Aug 05, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 511 | 55 | 0.0% | 0.0% | 385 | +195 | 61.71% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | New | 503 | 54 | 0.0% | — | 387 | +503 | New | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 489 | 52 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ancora Advisors LLC | History | Reduced | 450 | 48 | 0.0% | 0.0% | 389 | -462 | -50.66% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | New | 409 | 44 | 0.0% | — | 390 | +409 | New | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Added to | 398 | 42 | 0.0% | 0.0% | 392 | +67 | 20.24% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Reduced | 392 | 42 | 0.0% | 0.0% | 391 | -4 | -1.01% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 365 | 39 | 0.0% | 0.0% | 393 | +153 | 72.17% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 336 | 36 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Regatta Research & Money Management | History | New | 324 | 34 | 0.03% | — | 396 | +324 | New | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 319 | 34 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 297 | 32 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Smithfield Trust Co | History | Reduced | 289 | 31 | 0.0% | 0.0% | 398 | -4 | -1.37% | Q2 2026 | Aug 05, 2026 |
| Fortitude Family Office, LLC | History | Added to | 268 | 28 | 0.01% | 0.0% | 399 | +190 | 243.59% | Q2 2026 | Jul 20, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 254 | 27 | 0.0% | 0.0% | 401 | -105 | -29.25% | Q2 2026 | Jul 22, 2026 |
| CVA Family Office, LLC | History | Added to | 254 | 27 | 0.0% | 0.0% | 400 | +15 | 6.28% | Q2 2026 | Aug 07, 2026 |
| Alpine Bank Wealth Management | History | New | 242 | 26 | 0.0% | — | 402 | +242 | New | Q2 2026 | Aug 07, 2026 |
| Clearstead Trust, LLC | History | No change | 221 | 23 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 200 | 21 | 0.0% | 0.0% | 406 | -116 | -36.71% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 198 | 21 | 0.0% | 0.0% | 404 | -22 | -10.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | Added to | 201 | 21 | 0.0% | 0.0% | 405 | +9 | 4.69% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 189 | 20 | 0.0% | 0.0% | 408 | -2,006 | -91.39% | Q2 2026 | Aug 06, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 195 | 20 | 0.0% | 0.0% | 409 | +24 | 14.04% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 193 | 20 | 0.0% | 0.0% | 407 | +21 | 12.21% | Q2 2026 | Aug 13, 2026 |
| Activest Wealth Management | History | Reduced | 185 | 19 | 0.0% | 0.0% | 410 | -37 | -16.67% | Q2 2026 | Jul 16, 2026 |
| WPG Advisers, LLC | History | Added to | 186 | 19 | 0.01% | 0.01% | 412 | +24 | 14.81% | Q2 2026 | Aug 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 182 | 19 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 170 | 18 | 0.0% | 0.0% | 413 | -780 | -82.11% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | Added to | 168 | 18 | 0.0% | 0.0% | 414 | +8 | 5.0% | Q2 2026 | Jul 14, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 163 | 17 | 0.0% | 0.0% | 415 | +64 | 64.65% | Q2 2026 | Aug 06, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 150 | 16 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 132 | 14 | 0.0% | 0.0% | 417 | +55 | 71.43% | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 122 | 12 | 0.0% | — | 420 | +122 | New | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 114 | 12 | 0.0% | 0.0% | 418 | +4 | 3.64% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 113 | 12 | 0.0% | 0.0% | 419 | +3 | 2.73% | Q2 2026 | Jul 10, 2026 |
| Park Place Capital Corp | History | No change | 107 | 11 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manchester Capital Management LLC | History | No change | 98 | 10 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 70 | 7 | 0.0% | — | 424 | +70 | New | Q2 2026 | Jul 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 71 | 7 | 0.0% | 0.0% | 423 | +8 | 12.7% | Q2 2026 | Aug 11, 2026 |
| Quarry LP | History | New | 56 | 6 | 0.0% | — | 429 | +56 | New | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 53 | 6 | 0.0% | — | 428 | +53 | New | Q2 2026 | Jul 16, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 58 | 6 | 0.0% | 0.0% | 425 | +20 | 52.63% | Q2 2026 | Aug 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 65 | 6 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 60 | 6 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PhiloSmith Capital Corp | History | New | 50 | 5 | 0.0% | — | 435 | +50 | New | Q2 2026 | Jul 24, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 55 | 5 | 0.0% | 0.0% | 432 | +17 | 44.74% | Q2 2026 | Jul 07, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 51 | 5 | 0.0% | 0.0% | 431 | -16 | -23.88% | Q2 2026 | Jul 20, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 54 | 5 | 0.0% | 0.0% | 434 | +5 | 10.2% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 50 | 5 | 0.0% | 0.0% | 430 | -3 | -5.66% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 55 | 5 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 39 | 4 | 0.0% | — | 437 | +39 | New | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | Added to | 45 | 4 | 0.0% | 0.0% | 436 | +17 | 60.71% | Q2 2026 | Aug 11, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 34 | 3 | 0.0% | — | 440 | +31 | 1033.33% | Q2 2026 | Jul 20, 2026 |
| Creative Capital Management Investments LLC | History | New | 28 | 3 | 0.0% | — | 443 | +28 | New | Q2 2026 | Jul 24, 2026 |
| Avion Wealth | History | Added to | 30 | 3 | 0.0% | — | 439 | +25 | 500.0% | Q2 2026 | Jul 31, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 35 | 3 | 0.0% | 0.0% | 441 | -9 | -20.45% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 31 | 3 | 0.0% | 0.0% | 438 | -4 | -11.43% | Q2 2026 | Jul 02, 2026 |
| Millstone Evans Group, LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | Reduced | 20 | 2 | 0.0% | 0.0% | 447 | -19 | -48.72% | Q2 2026 | Aug 04, 2026 |
| Marquette Asset Management, LLC | History | Added to | 26 | 2 | 0.0% | 0.0% | 444 | +13 | 100.0% | Q2 2026 | Jul 09, 2026 |
| Cromwell Holdings LLC | History | Added to | 24 | 2 | 0.0% | 0.0% | 445 | +12 | 100.0% | Q2 2026 | Jul 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 21 | 2 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ares Financial Consulting, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cornerstone Financial Management LLC | History | New | 16 | 1 | 0.0% | — | 458 | +16 | New | Q2 2026 | Aug 28, 2026 |
| CoreCap Advisors, LLC | History | New | 14 | 1 | 0.0% | — | 457 | +14 | New | Q2 2026 | Jul 06, 2026 |
| Ameritas Advisory Services, LLC | History | New | 12 | 1 | 0.0% | — | 456 | +12 | New | Q2 2026 | Aug 14, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 13 | 1 | 0.0% | — | 453 | +7 | 116.67% | Q2 2026 | Aug 04, 2026 |
| Bogart Wealth, LLC | History | Added to | 12 | 1 | 0.0% | — | 450 | +6 | 100.0% | Q2 2026 | Jul 24, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 18 | 1 | 0.0% | 0.0% | 451 | +5 | 38.46% | Q2 2026 | Jul 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 17 | 1 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MidFirst Bank | History | No change | 14 | 1 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Signature Equity Partners, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gillson Capital LP | History | Closed out | 0 | 0 | — | 1.69% | — | -203,249 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.04% | — | -154,920 | -100.0% | Q2 2026 | Aug 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.01% | — | -90,414 | -100.0% | Q2 2026 | Aug 10, 2026 |
| HENNESSY ADVISORS INC | History | Closed out | 0 | 0 | — | 0.32% | — | -87,100 | -100.0% | Q2 2026 | Jul 16, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -84,294 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Capula Management Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -29,685 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -27,616 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -24,040 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Dockside LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -23,526 | -100.0% | Q2 2026 | Aug 03, 2026 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -19,825 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -17,605 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Vest Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,229 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -14,498 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,150 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.07% | — | -10,396 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,098 | -100.0% | Q2 2026 | Jul 16, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,862 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Family Manage LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,190 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -4,155 | -100.0% | Q2 2026 | Aug 13, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.05% | — | -3,969 | -100.0% | Q2 2026 | Aug 06, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,583 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,457 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,404 | -100.0% | Q2 2026 | Aug 10, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,307 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -3,200 | -100.0% | Q2 2026 | Aug 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,124 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -3,056 | -100.0% | Q2 2026 | Aug 07, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,805 | -100.0% | Q2 2026 | Aug 10, 2026 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,802 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -2,700 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,651 | -100.0% | Q2 2026 | Jul 22, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,608 | -100.0% | Q2 2026 | Aug 05, 2026 |
| waypoint wealth counsel | History | Closed out | 0 | 0 | — | 0.11% | — | -2,159 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Caerus Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,098 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,042 | -100.0% | Q2 2026 | Aug 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -1,997 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,997 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,373 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Vinva Investment Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,371 | -100.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -945 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -802 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -672 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -417 | -99.52% | Q2 2026 | Aug 10, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -364 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -270 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -226 | -100.0% | Q2 2026 | Aug 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q2 2026 | Jul 15, 2026 |
| American Capital Advisory, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 28, 2026 |
| Navigoe, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 31, 2026 |
| SouthState Bank Corp | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 06, 2026 |
| Bare Financial Services, Inc | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Jul 27, 2026 |
| Breakwater Investment Management | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 06, 2026 |
| Planning Strategies Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Jul 27, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Jul 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 13, 2026 |
| DecisionPoint Financial, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Stone House Investment Management, LLC | History | Added to | 5 | 0 | — | — | — | +2 | 66.67% | Q2 2026 | Aug 05, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 07, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q2 2026 | Jul 27, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q2 2026 | Jul 20, 2026 |
| CENTRAL TRUST Co | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 31, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 30, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 17, 2026 |
| Rakuten Securities, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 11, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cornerstone Planning Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Investors Portfolio Services LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Torren Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |