BANCFIRST CORP /OK/ - BANF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 3,203,944 | 356,054 | 0.01% | 0.01% | 1 | +112,335 | 3.63% | Q2 2026 | Aug 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 2,390,554 | 265,662 | 0.83% | 0.83% | 2 | -199,535 | -7.7% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 1,462,013 | 163,182 | 0.0% | 0.0% | 3 | +136,522 | 10.3% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 1,437,508 | 159,750 | 0.01% | 0.01% | 4 | -105,941 | -6.86% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 973,155 | 108,146 | 0.0% | 0.0% | 5 | -111,285 | -10.26% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 917,104 | 101,921 | 0.02% | 0.02% | 6 | +47,559 | 5.47% | Q2 2026 | Aug 11, 2026 |
| BancFirst Trust & Investment Management | History | Added to | 928,609 | 101,458 | 42.81% | 41.96% | 7 | +23,984 | 2.65% | Q2 2026 | Jul 23, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 577,235 | 64,158 | 0.0% | 0.0% | 8 | +44,101 | 8.27% | Q2 2026 | Aug 12, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 281,297 | 31,260 | 0.09% | 0.1% | 9 | +11,359 | 4.21% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 267,137 | 29,686 | 0.0% | 0.01% | 10 | -1,640 | -0.61% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 262,582 | 29,180 | 0.01% | 0.01% | 11 | +57,102 | 27.79% | Q2 2026 | Aug 03, 2026 |
| NORTHERN TRUST CORP | History | Added to | 261,182 | 29,025 | 0.0% | 0.0% | 12 | +15,528 | 6.32% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | New | 254,828 | 28,319 | 0.0% | — | 13 | +254,828 | New | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 241,466 | 26,834 | 0.0% | 0.0% | 14 | +30,019 | 14.2% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 228,190 | 25,358 | 0.0% | 0.0% | 15 | +23,793 | 11.64% | Q2 2026 | Aug 14, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 222,347 | 24,709 | 0.63% | 0.31% | 16 | -1,028 | -0.46% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 161,253 | 17,920 | 0.0% | 0.0% | 17 | +5,364 | 3.44% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 139,791 | 15,534 | 0.0% | 0.0% | 18 | -6,794 | -4.63% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 122,043 | 13,562 | 0.0% | 0.0% | 19 | -11,008 | -8.27% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 100,745 | 11,195 | 0.01% | 0.01% | 20 | -882 | -0.87% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 98,907 | 10,991 | 0.0% | 0.0% | 21 | -6,072 | -5.78% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 97,778 | 10,866 | 0.0% | 0.0% | 22 | -15,042 | -13.33% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 79,821 | 8,870 | 0.0% | 0.0% | 23 | -1,326 | -1.63% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 76,962 | 8,754 | 0.0% | 0.0% | 24 | -220 | -0.29% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | Reduced | 77,313 | 8,591 | 0.0% | 0.0% | 25 | -4,165 | -5.11% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 72,796 | 8,089 | 0.0% | 0.0% | 26 | +25,574 | 54.16% | Q2 2026 | Sep 02, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 71,578 | 7,954 | 0.02% | 0.03% | 27 | -2,841 | -3.82% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 62,449 | 6,939 | 0.01% | 0.0% | 28 | +17,750 | 39.71% | Q2 2026 | Aug 14, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Reduced | 61,732 | 6,860 | 0.11% | 0.12% | 29 | -480 | -0.77% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 56,017 | 6,225 | 0.0% | 0.01% | 30 | -4,045 | -6.73% | Q2 2026 | Aug 11, 2026 |
| Edgestream Partners, L.P. | History | Added to | 52,561 | 5,841 | 0.17% | 0.11% | 31 | +20,422 | 63.54% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | Added to | 51,347 | 5,706 | 0.0% | 0.0% | 32 | +5,198 | 11.26% | Q2 2026 | Aug 11, 2026 |
| Numerai GP LLC | History | Added to | 51,220 | 5,692 | 0.47% | 0.35% | 33 | +18,797 | 57.97% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 50,326 | 5,592 | 0.0% | 0.01% | 34 | -165,813 | -76.72% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | Added to | 48,588 | 5,399 | 0.0% | 0.0% | 35 | +529 | 1.1% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Reduced | 42,118 | 4,680 | 0.0% | 0.0% | 36 | -600 | -1.4% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 41,455 | 4,606 | 0.0% | 0.0% | 37 | +5,636 | 15.73% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 39,035 | 4,338 | 0.0% | 0.0% | 38 | -2,340 | -5.66% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 38,410 | 4,268 | 0.03% | 0.02% | 39 | +12,558 | 48.58% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 37,131 | 4,126 | 0.0% | 0.0% | 40 | +13,649 | 58.13% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 36,965 | 4,107 | 0.0% | 0.0% | 41 | +2,350 | 6.79% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 36,646 | 4,072 | 0.0% | 0.0% | 42 | -4,266 | -10.43% | Q2 2026 | Aug 13, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 35,158 | 3,907 | 0.02% | 0.03% | 43 | -3,011 | -7.89% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 33,655 | 3,740 | 0.0% | 0.0% | 44 | -328 | -0.97% | Q2 2026 | Aug 03, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 33,152 | 3,684 | 0.07% | — | 45 | +33,152 | New | Q2 2026 | Jul 13, 2026 |
| Callan Family Office, LLC | History | Reduced | 33,035 | 3,671 | 0.07% | 0.08% | 46 | -139 | -0.42% | Q2 2026 | Aug 11, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 32,099 | 3,567 | 0.03% | 0.03% | 47 | +2,916 | 9.99% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 30,078 | 3,342 | 0.0% | 0.01% | 48 | +2,140 | 7.66% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 29,832 | 3,315 | 0.0% | 0.0% | 49 | +1,110 | 3.86% | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 29,696 | 3,301 | 0.0% | 0.0% | 50 | +5,142 | 20.94% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 29,504 | 3,278 | 0.04% | — | 51 | +29,504 | New | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 29,961 | 3,250 | 0.0% | 0.0% | 52 | +1,690 | 5.98% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 28,718 | 3,191 | 0.0% | 0.0% | 53 | +11,397 | 65.8% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 28,265 | 3,141 | 0.0% | 0.0% | 54 | +96 | 0.34% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 26,283 | 2,912 | 0.03% | 0.03% | 55 | -1,466 | -5.28% | Q2 2026 | Aug 11, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 26,105 | 2,901 | 2.54% | 2.77% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 24,843 | 2,760 | 0.18% | — | 57 | +24,843 | New | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 24,750 | 2,750 | 0.0% | 0.0% | 58 | +2,805 | 12.78% | Q2 2026 | Aug 07, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 24,643 | 2,738 | 0.0% | 0.0% | 59 | +8,665 | 54.23% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 24,383 | 2,709 | 0.0% | 0.0% | 60 | +3,885 | 18.95% | Q2 2026 | Aug 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 22,938 | 2,549 | 0.0% | 0.0% | 61 | +9,190 | 66.85% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 22,293 | 2,477 | 0.01% | 0.01% | 62 | +13,420 | 151.25% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 21,724 | 2,414 | 0.0% | 0.0% | 63 | +320 | 1.5% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 19,672 | 2,186 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | Added to | 18,564 | 2,063 | 0.0% | 0.0% | 65 | +8 | 0.04% | Q2 2026 | Aug 27, 2026 |
| &PARTNERS | History | Added to | 17,907 | 1,992 | 0.01% | 0.01% | 66 | +349 | 1.99% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 17,440 | 1,938 | 0.0% | 0.0% | 67 | +649 | 3.87% | Q2 2026 | Aug 19, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 16,993 | 1,888 | 0.0% | 0.0% | 68 | -5,119 | -23.15% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 16,788 | 1,865 | 0.02% | 0.02% | 69 | +80 | 0.48% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 16,788 | 1,865 | 0.02% | 0.02% | 70 | +80 | 0.48% | Q2 2026 | Aug 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 16,755 | 1,858 | 0.0% | 0.0% | 71 | -526 | -3.04% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 16,199 | 1,800 | 0.0% | 0.0% | 72 | +10,471 | 182.8% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 15,519 | 1,724 | 0.01% | 0.01% | 73 | -17,510 | -53.01% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 15,147 | 1,683 | 0.02% | 0.02% | 74 | -196 | -1.28% | Q2 2026 | Jul 28, 2026 |
| Triton Financial Group Inc | History | New | 15,110 | 1,679 | 0.97% | — | 75 | +15,110 | New | Q2 2026 | Aug 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 13,789 | 1,532 | 0.0% | 0.0% | 76 | +8,675 | 169.63% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 13,674 | 1,520 | 0.0% | 0.0% | 77 | -205 | -1.48% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 13,643 | 1,516 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 13,325 | 1,480 | 0.0% | 0.0% | 79 | +1,050 | 8.55% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 12,632 | 1,403 | 0.01% | 0.01% | 80 | +1,052 | 9.08% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 12,565 | 1,396 | 0.0% | 0.0% | 81 | -128 | -1.01% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | Reduced | 11,779 | 1,309 | 0.0% | 0.0% | 82 | -36,141 | -75.42% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 11,462 | 1,273 | 0.0% | 0.01% | 83 | -2,031 | -15.05% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 11,078 | 1,231 | 0.01% | 0.01% | 84 | -67 | -0.6% | Q2 2026 | Aug 12, 2026 |
| Magnetar Financial LLC | History | New | 11,026 | 1,225 | 0.01% | — | 86 | +11,026 | New | Q2 2026 | Aug 14, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 11,027 | 1,225 | 0.16% | 0.17% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 10,972 | 1,219 | 0.0% | 0.0% | 87 | +1,240 | 12.74% | Q2 2026 | Sep 09, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 10,610 | 1,179 | 0.01% | 0.01% | 88 | -178 | -1.65% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | New | 10,486 | 1,164 | 0.0% | — | 89 | +10,486 | New | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 10,486 | 1,138 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,235 | 1,137 | 0.0% | 0.0% | 91 | -9,185 | -47.3% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 9,993 | 1,110 | 0.0% | 0.0% | 92 | +194 | 1.98% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 9,721 | 1,080 | 0.0% | 0.0% | 93 | -4,994 | -33.94% | Q2 2026 | Aug 07, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 9,675 | 1,075 | 0.25% | 0.28% | 94 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 9,100 | 1,011 | 0.01% | 0.02% | 95 | -100 | -1.09% | Q2 2026 | Jul 21, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 8,886 | 987 | 0.0% | 0.0% | 96 | +2,300 | 34.92% | Q2 2026 | Jul 29, 2026 |
| Quantbot Technologies LP | History | New | 8,866 | 985 | 0.04% | — | 97 | +8,866 | New | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 8,556 | 950 | 0.0% | 0.0% | 98 | -344 | -3.87% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 8,366 | 929 | 0.0% | 0.0% | 99 | +17 | 0.2% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,332 | 925 | 0.01% | 0.01% | 100 | -3,464 | -29.37% | Q2 2026 | Jul 20, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 8,144 | 905 | 0.0% | 0.0% | 101 | +3,701 | 83.3% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 8,032 | 892 | 0.05% | 0.04% | 102 | +926 | 13.03% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 7,901 | 878 | 0.0% | — | 103 | +7,901 | New | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 7,830 | 870 | 0.0% | 0.0% | 104 | +3,978 | 103.27% | Q2 2026 | Aug 12, 2026 |
| Diversified Trust Co | History | Added to | 7,488 | 832 | 0.01% | 0.01% | 105 | +921 | 14.02% | Q2 2026 | Jul 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 7,384 | 820 | 0.0% | 0.0% | 106 | +4,799 | 185.65% | Q2 2026 | Aug 06, 2026 |
| Plan Group Financial, LLC | History | No change | 7,244 | 805 | 0.17% | 0.18% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 7,181 | 798 | 0.0% | 0.0% | 108 | -4,462 | -38.32% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 7,184 | 798 | 0.0% | 0.0% | 109 | -1,753 | -19.62% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 7,150 | 798 | 0.0% | 0.0% | 110 | -454 | -5.97% | Q2 2026 | Aug 07, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 6,993 | 777 | 0.03% | 0.03% | 111 | -196 | -2.73% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 6,688 | 743 | 0.0% | — | 112 | +6,688 | New | Q2 2026 | Aug 13, 2026 |
| INCEPTIONR LLC | History | Added to | 6,682 | 742 | 0.18% | 0.1% | 113 | +2,801 | 72.17% | Q2 2026 | Aug 10, 2026 |
| Aquatic Capital Management LLC | History | New | 6,564 | 729 | 0.03% | — | 114 | +6,564 | New | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 6,400 | 711 | 0.01% | 0.01% | 115 | +615 | 10.63% | Q2 2026 | Jul 23, 2026 |
| BARCLAYS PLC | History | Reduced | 6,396 | 710 | 0.0% | 0.0% | 116 | -4,231 | -39.81% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | New | 6,307 | 700 | 0.01% | — | 117 | +6,307 | New | Q2 2026 | Aug 06, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 6,298 | 699 | 0.07% | 0.06% | 118 | +1,071 | 20.49% | Q2 2026 | Aug 13, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 6,273 | 697 | 0.25% | 0.45% | 119 | -3,795 | -37.69% | Q2 2026 | Jul 09, 2026 |
| Inspire Investing, LLC | History | Added to | 6,141 | 682 | 0.03% | 0.04% | 120 | +1,443 | 30.72% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Reduced | 5,785 | 642 | 0.0% | 0.0% | 121 | -167 | -2.81% | Q2 2026 | Aug 07, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | No change | 5,701 | 633 | 0.23% | 0.25% | 122 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 5,617 | 624 | 0.0% | 0.0% | 123 | -373 | -6.23% | Q2 2026 | Jul 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 5,624 | 624 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Impact Capital Partners LLC | History | Added to | 5,581 | 620 | 0.17% | 0.16% | 125 | +834 | 17.57% | Q2 2026 | Jul 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 5,551 | 616 | 0.01% | 0.01% | 126 | +47 | 0.85% | Q2 2026 | Jul 16, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 5,493 | 610 | 0.33% | 0.37% | 127 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 5,402 | 600 | 0.0% | 0.0% | 128 | +2,062 | 61.74% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | Reduced | 5,100 | 566 | 0.0% | 0.0% | 129 | -347 | -6.37% | Q2 2026 | Aug 07, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 5,050 | 561 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | New | 5,020 | 557 | 0.01% | — | 131 | +5,020 | New | Q2 2026 | Aug 14, 2026 |
| DENALI ADVISORS LLC | History | Added to | 5,000 | 555 | 0.06% | 0.04% | 132 | +1,900 | 61.29% | Q2 2026 | Aug 10, 2026 |
| Handelsbanken Fonder AB | History | No change | 4,958 | 551 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| State of Wyoming | History | New | 4,954 | 550 | 0.06% | — | 134 | +4,954 | New | Q2 2026 | Aug 06, 2026 |
| Jump Financial, LLC | History | New | 4,939 | 548 | 0.0% | — | 136 | +4,939 | New | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 4,938 | 548 | 0.0% | 0.0% | 135 | -204 | -3.97% | Q2 2026 | Jul 17, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 4,908 | 545 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,800 | 535 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 4,760 | 528 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Freestone Grove Partners LP | History | Reduced | 4,745 | 527 | 0.0% | 0.01% | 140 | -2,967 | -38.47% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,619 | 513 | 0.0% | 0.0% | 141 | +327 | 7.62% | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 4,583 | 509 | 0.0% | 0.0% | 142 | -96 | -2.05% | Q2 2026 | Aug 10, 2026 |
| WESBANCO BANK INC | History | Added to | 4,396 | 488 | 0.01% | 0.01% | 143 | +136 | 3.19% | Q2 2026 | Jul 28, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 4,237 | 471 | 0.0% | 0.0% | 144 | +644 | 17.92% | Q2 2026 | Jul 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 4,199 | 466 | 0.0% | 0.0% | 145 | +454 | 12.12% | Q2 2026 | Aug 12, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 4,035 | 448 | 0.05% | 0.06% | 146 | -326 | -7.48% | Q2 2026 | Aug 14, 2026 |
| Heritage Trust Co | History | Reduced | 3,885 | 431 | 0.04% | 0.04% | 147 | -36 | -0.92% | Q2 2026 | Aug 06, 2026 |
| Entropy Technologies, LP | History | Reduced | 3,792 | 421 | 0.02% | 0.04% | 148 | -3,602 | -48.72% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | New | 3,740 | 415 | 0.0% | — | 149 | +3,740 | New | Q2 2026 | Aug 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 3,627 | 403 | 0.01% | 0.01% | 150 | -4 | -0.11% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 3,489 | 387 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 3,132 | 348 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ProShare Advisors LLC | History | Reduced | 3,084 | 342 | 0.0% | 0.0% | 153 | -164 | -5.05% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,064 | 340 | 0.0% | 0.0% | 154 | +254 | 9.04% | Q2 2026 | Aug 05, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 3,052 | 339 | 0.0% | 0.0% | 155 | +459 | 17.7% | Q2 2026 | Aug 06, 2026 |
| Maryland State Retirement & Pension System | History | No change | 3,028 | 336 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Brevan Howard Capital Management LP | History | New | 3,015 | 333 | 0.0% | — | 157 | +3,015 | New | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | New | 3,000 | 333 | 0.01% | — | 158 | +3,000 | New | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,933 | 325 | 0.0% | 0.0% | 159 | +1,119 | 61.69% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | New | 2,855 | 317 | 0.0% | — | 160 | +2,855 | New | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 2,826 | 314 | 0.0% | 0.0% | 161 | +674 | 31.32% | Q2 2026 | Aug 14, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 2,751 | 305 | 0.0% | 0.01% | 162 | -400 | -12.69% | Q2 2026 | Jul 22, 2026 |
| Engineers Gate Manager LP | History | New | 2,665 | 296 | 0.0% | — | 163 | +2,665 | New | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 2,615 | 290 | 0.0% | — | 164 | +2,615 | New | Q2 2026 | Jul 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 2,600 | 288 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 2,499 | 277 | 0.0% | 0.0% | 166 | -98 | -3.77% | Q2 2026 | Aug 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 2,490 | 277 | 0.01% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| World Investment Advisors | History | No change | 2,526 | 274 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 2,423 | 269 | 0.1% | 0.12% | 169 | -45 | -1.82% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 2,400 | 266 | 0.01% | — | 170 | +2,400 | New | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 2,371 | 264 | 0.0% | 0.01% | 171 | +142 | 6.37% | Q2 2026 | Jul 23, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 2,280 | 253 | 0.0% | — | 172 | +2,280 | New | Q2 2026 | Aug 11, 2026 |
| M&T BANK CORP | History | Reduced | 2,235 | 248 | 0.0% | 0.0% | 173 | -76 | -3.29% | Q2 2026 | Aug 04, 2026 |
| XPONANCE LLC | History | Added to | 2,097 | 233 | 0.0% | 0.0% | 174 | +100 | 5.01% | Q2 2026 | Aug 10, 2026 |
| DRW Securities, LLC | History | New | 2,086 | 231 | 0.01% | — | 175 | +2,086 | New | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 2,032 | 225 | 0.0% | 0.0% | 176 | +74 | 3.78% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | New | 1,995 | 221 | 0.01% | — | 177 | +1,995 | New | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 1,969 | 218 | 0.01% | 0.01% | 178 | +224 | 12.84% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 1,967 | 218 | 0.0% | 0.0% | 179 | -88 | -4.28% | Q2 2026 | Aug 13, 2026 |
| Centiva Capital, LP | History | New | 1,952 | 216 | 0.0% | — | 180 | +1,952 | New | Q2 2026 | Aug 13, 2026 |
| Retirement Investment Advisors, Inc. | History | New | 1,870 | 214 | 0.02% | — | 181 | +1,870 | New | Q2 2026 | Jul 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,902 | 211 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 1,842 | 204 | 0.0% | 0.01% | 183 | -1,424 | -43.6% | Q2 2026 | Jul 22, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 1,779 | 197 | 0.0% | 0.0% | 184 | -50 | -2.73% | Q2 2026 | Aug 14, 2026 |
| Pacific Center for Financial Services | History | No change | 1,750 | 194 | 0.04% | 0.05% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,693 | 188 | 0.0% | 0.0% | 186 | -79 | -4.46% | Q2 2026 | Jul 23, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,594 | 177 | 0.0% | 0.01% | 187 | -1,928 | -54.74% | Q2 2026 | Aug 06, 2026 |
| Index Technologies Group LLC | History | New | 1,523 | 169 | 0.14% | — | 188 | +1,523 | New | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,504 | 167 | 0.0% | 0.0% | 189 | +5 | 0.33% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,386 | 154 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Nykredit A/S | History | New | 1,252 | 139 | 0.0% | — | 191 | +1,252 | New | Q2 2026 | Sep 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,121 | 124 | 0.0% | 0.0% | 192 | -128 | -10.25% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,084 | 120 | 0.0% | 0.0% | 193 | +2 | 0.18% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,070 | 118 | 0.0% | 0.0% | 194 | -238 | -18.2% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,015 | 112 | 0.0% | 0.0% | 195 | +192 | 23.33% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | No change | 991 | 110 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GAMMA Investing LLC | History | Reduced | 945 | 105 | 0.0% | 0.01% | 197 | -70 | -6.9% | Q2 2026 | Jul 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 928 | 103 | 0.0% | 0.0% | 198 | +561 | 152.86% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 889 | 98 | 0.0% | 0.0% | 199 | +134 | 17.75% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 672 | 74 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 623 | 69 | 0.0% | 0.0% | 201 | -267 | -30.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 600 | 66 | 0.0% | 0.0% | 202 | -6 | -0.99% | Q2 2026 | Aug 12, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 569 | 63 | 0.0% | 0.0% | 203 | -22 | -3.72% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 527 | 59 | 0.0% | 0.0% | 204 | +220 | 71.66% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 459 | 52 | 0.0% | 0.0% | 205 | -27 | -5.56% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 450 | 50 | 0.0% | 0.0% | 206 | -492 | -52.23% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 456 | 50 | 0.0% | 0.0% | 207 | -115 | -20.14% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | New | 427 | 47 | 0.0% | — | 208 | +427 | New | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 430 | 46 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Added to | 411 | 45 | 0.0% | 0.0% | 210 | +230 | 127.07% | Q2 2026 | Jul 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 401 | 44 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 392 | 43 | 0.0% | 0.0% | 212 | +68 | 20.99% | Q2 2026 | Jul 27, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 1,586 | 41 | 0.01% | — | 214 | +1,586 | New | Q2 2026 | Jul 08, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 375 | 41 | 0.0% | 0.0% | 213 | +108 | 40.45% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 358 | 40 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Holdings, LLC | History | No change | 360 | 40 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 333 | 37 | 0.0% | 0.0% | 217 | +45 | 15.63% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 333 | 36 | 0.0% | 0.0% | 218 | -17 | -4.86% | Q2 2026 | Jul 21, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 304 | 34 | 0.0% | 0.0% | 219 | -23 | -7.03% | Q2 2026 | Aug 07, 2026 |
| Covestor Ltd | History | Reduced | 297 | 33 | 0.02% | 0.04% | 221 | -212 | -41.65% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Added to | 301 | 33 | 0.0% | 0.0% | 220 | +11 | 3.79% | Q2 2026 | Aug 11, 2026 |
| HM PAYSON & CO | History | No change | 226 | 25 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 224 | 25 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | New | 199 | 22 | 0.0% | — | 224 | +199 | New | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 190 | 21 | 0.0% | — | 225 | +190 | New | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | Reduced | 180 | 20 | 0.0% | 0.0% | 226 | -2,280 | -92.68% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 168 | 18 | 0.0% | 0.0% | 227 | +20 | 13.51% | Q2 2026 | Aug 17, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 160 | 17 | 0.0% | 0.0% | 228 | -6 | -3.61% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | Added to | 147 | 16 | 0.0% | 0.0% | 229 | +4 | 2.8% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 130 | 14 | 0.0% | 0.0% | 230 | +35 | 36.84% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 124 | 13 | 0.0% | 0.0% | 231 | +4 | 3.33% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 114 | 12 | 0.0% | 0.0% | 232 | -55 | -32.54% | Q2 2026 | Jul 24, 2026 |
| Sachetta, LLC | History | No change | 102 | 11 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 82 | 9 | 0.0% | 0.0% | 234 | +16 | 24.24% | Q2 2026 | Aug 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 73 | 8 | 0.0% | — | 235 | +67 | 1116.67% | Q2 2026 | Jul 22, 2026 |
| Basecamp Wealth Advisors LLC | History | Reduced | 80 | 8 | 0.0% | 0.0% | 236 | -12 | -13.04% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | New | 71 | 7 | 0.0% | — | 238 | +71 | New | Q2 2026 | Jul 02, 2026 |
| LRI Investments, LLC | History | New | 71 | 7 | 0.0% | — | 239 | +71 | New | Q2 2026 | Jul 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 66 | 7 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOKF, NA | History | New | 58 | 6 | 0.0% | — | 242 | +58 | New | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 56 | 6 | 0.0% | 0.0% | 240 | +26 | 86.67% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | Added to | 56 | 6 | 0.0% | 0.0% | 241 | +6 | 12.0% | Q2 2026 | Jul 30, 2026 |
| CVA Family Office, LLC | History | Added to | 50 | 5 | 0.0% | 0.0% | 244 | +14 | 38.89% | Q2 2026 | Aug 07, 2026 |
| Key FInancial Inc | History | No change | 46 | 5 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spire Wealth Management | History | New | 40 | 4 | 0.0% | — | 247 | +40 | New | Q2 2026 | Jul 15, 2026 |
| Truvestments Capital LLC | History | No change | 36 | 4 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bell Investment Advisors, Inc | History | No change | 44 | 4 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | New | 33 | 3 | 0.0% | — | 250 | +33 | New | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | Added to | 27 | 3 | 0.0% | 0.0% | 249 | +2 | 8.0% | Q2 2026 | Jul 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 31 | 3 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Quarry LP | History | New | 20 | 2 | 0.0% | — | 253 | +20 | New | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 20 | 2 | 0.0% | — | 254 | +20 | New | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Added to | 23 | 2 | 0.0% | 0.0% | 251 | +11 | 91.67% | Q2 2026 | Aug 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Clearstead Advisors, LLC | History | New | 14 | 1 | 0.0% | — | 259 | +14 | New | Q2 2026 | Aug 06, 2026 |
| Creative Capital Management Investments LLC | History | New | 11 | 1 | 0.0% | — | 260 | +11 | New | Q2 2026 | Jul 24, 2026 |
| Bare Financial Services, Inc | History | Added to | 10 | 1 | 0.0% | — | 256 | +5 | 100.0% | Q2 2026 | Jul 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 11 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Wealth Management Group, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Torren Management, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,349 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -4,607 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,099 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,913 | -100.0% | Q2 2026 | Sep 08, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,903 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -374 | -100.0% | Q2 2026 | Jul 17, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -321 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -275 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q2 2026 | Aug 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 7 | 0 | — | — | — | +5 | 250.0% | Q2 2026 | Aug 04, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 5 | 0 | — | — | — | +4 | 400.0% | Q2 2026 | Aug 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 3 | 0 | — | — | — | -2 | -40.0% | Q2 2026 | Jul 24, 2026 |
| Navigoe, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 31, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q2 2026 | Jul 28, 2026 |
| Hughes Financial Services, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q2 2026 | Jul 20, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 27, 2026 |
| Davis Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 16, 2026 |
| Evolution Advisers, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 31, 2026 |
| DecisionPoint Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 05, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| SBI Securities Co., Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Rialto Wealth Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |