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 | No change | 3,203,944 | 356,054 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 2,390,554 | 265,662 | 0.83% | 0.83% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,462,013 | 163,182 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,437,508 | 159,750 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 973,155 | 108,146 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 961,166 | 101,193 | 0.02% | 0.02% | 6 | +44,062 | 4.8% | Q3 2026 | Nov 04, 2026 |
| BancFirst Trust & Investment Management | History | Added to | 943,395 | 97,923 | 51.49% | 42.81% | 7 | +14,786 | 1.59% | Q3 2026 | Oct 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 577,235 | 64,158 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 281,297 | 31,260 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 267,137 | 29,686 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 262,582 | 29,180 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHERN TRUST CORP | History | No change | 261,182 | 29,025 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | No change | 254,828 | 28,319 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 241,466 | 26,834 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 228,190 | 25,358 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Champlain Investment Partners, LLC | History | No change | 222,347 | 24,709 | 0.63% | 0.63% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 161,253 | 17,920 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 139,791 | 15,534 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 122,043 | 13,562 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 98,907 | 10,991 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 97,778 | 10,866 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 101,288 | 10,663 | 0.01% | 0.01% | 22 | +543 | 0.54% | Q3 2026 | Nov 02, 2026 |
| ProShare Advisors LLC | History | Added to | 88,262 | 9,292 | 0.01% | 0.0% | 23 | +85,178 | 2761.93% | Q3 2026 | Oct 28, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 79,821 | 8,870 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 76,962 | 8,754 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 77,313 | 8,591 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 72,796 | 8,089 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 71,578 | 7,954 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 62,449 | 6,939 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 61,732 | 6,860 | 0.11% | 0.11% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 56,017 | 6,225 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Edgestream Partners, L.P. | History | No change | 52,561 | 5,841 | 0.17% | 0.17% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 51,347 | 5,706 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Numerai GP LLC | History | No change | 51,220 | 5,692 | 0.47% | 0.47% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 50,326 | 5,592 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 48,588 | 5,399 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 42,118 | 4,680 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 41,455 | 4,606 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 39,035 | 4,338 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 38,410 | 4,268 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 37,131 | 4,126 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 36,965 | 4,107 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 36,646 | 4,072 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 35,158 | 3,907 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 33,655 | 3,740 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Callan Family Office, LLC | History | No change | 33,035 | 3,671 | 0.07% | 0.07% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 32,099 | 3,567 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 30,078 | 3,342 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 31,661 | 3,333 | 0.0% | 0.0% | 49 | +2,943 | 10.25% | Q3 2026 | Nov 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 29,832 | 3,315 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 29,696 | 3,301 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 29,504 | 3,278 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 29,961 | 3,250 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 28,265 | 3,141 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 29,156 | 3,069 | 0.0% | 0.0% | 55 | +15,831 | 118.81% | Q3 2026 | Nov 02, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 24,843 | 2,760 | 0.18% | 0.18% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 24,750 | 2,750 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 26,105 | 2,748 | 2.52% | 2.54% | 58 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Point72 Asset Management, L.P. | History | No change | 24,643 | 2,738 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 24,383 | 2,709 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 22,938 | 2,549 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 22,293 | 2,477 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 21,724 | 2,414 | 0.0% | 0.0% | 63 | 0 | 0.0% | 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 | No change | 18,564 | 2,063 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| &PARTNERS | History | No change | 17,907 | 1,992 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 17,440 | 1,938 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 16,993 | 1,888 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 16,788 | 1,865 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 16,788 | 1,865 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 16,755 | 1,858 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 16,199 | 1,800 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 15,519 | 1,724 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triton Financial Group Inc | History | No change | 15,110 | 1,679 | 0.97% | 0.97% | 74 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Atria Investments, Inc | History | Reduced | 15,038 | 1,583 | 0.02% | 0.02% | 75 | -109 | -0.72% | Q3 2026 | Oct 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 13,789 | 1,532 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 13,674 | 1,520 | 0.0% | 0.0% | 77 | 0 | 0.0% | 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 |
| MetLife Investment Management, LLC | History | No change | 12,632 | 1,403 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 12,565 | 1,396 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 11,779 | 1,309 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 11,462 | 1,273 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 11,078 | 1,231 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 11,027 | 1,225 | 0.16% | 0.16% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Magnetar Financial LLC | History | No change | 11,026 | 1,225 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 10,972 | 1,219 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Jupiter Topco LLC | History | No change | 10,486 | 1,164 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 10,235 | 1,137 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 9,993 | 1,110 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 10,498 | 1,105 | 0.01% | 0.01% | 90 | -112 | -1.06% | Q3 2026 | Nov 05, 2026 |
| SG Americas Securities, LLC | History | No change | 9,721 | 1,080 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,886 | 987 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantbot Technologies LP | History | No change | 8,866 | 985 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 8,556 | 950 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 9,000 | 947 | 0.01% | 0.01% | 95 | -100 | -1.1% | Q3 2026 | Oct 20, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 8,366 | 929 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 8,144 | 905 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 8,032 | 892 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 7,901 | 878 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 7,830 | 870 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversified Trust Co | History | No change | 7,488 | 832 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Russell Investments Group, Ltd. | History | No change | 7,384 | 820 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 7,675 | 808 | 0.18% | 0.25% | 103 | -2,000 | -20.67% | Q3 2026 | Oct 21, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 7,181 | 798 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 7,184 | 798 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 6,993 | 777 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 6,688 | 743 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INCEPTIONR LLC | History | No change | 6,682 | 742 | 0.18% | 0.18% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | Reduced | 7,015 | 738 | 0.0% | 0.0% | 109 | -135 | -1.89% | Q3 2026 | Nov 04, 2026 |
| Aquatic Capital Management LLC | History | No change | 6,564 | 729 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JBR Co Financial Management Inc | History | No change | 6,273 | 719 | 0.28% | 0.25% | 111 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,400 | 711 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARCLAYS PLC | History | No change | 6,396 | 710 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 6,307 | 700 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | No change | 6,298 | 699 | 0.07% | 0.07% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | Reduced | 6,054 | 637 | 0.03% | 0.03% | 116 | -87 | -1.42% | Q3 2026 | Oct 22, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 5,624 | 624 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | Added to | 5,912 | 622 | 0.0% | 0.0% | 118 | +127 | 2.2% | Q3 2026 | Nov 03, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 5,402 | 600 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | No change | 5,701 | 600 | 0.22% | 0.23% | 120 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 5,502 | 579 | 0.0% | 0.0% | 121 | -115 | -2.05% | Q3 2026 | Oct 23, 2026 |
| Impact Capital Partners LLC | History | Reduced | 5,418 | 570 | 0.16% | 0.17% | 122 | -163 | -2.92% | Q3 2026 | Oct 22, 2026 |
| LPL Financial LLC | History | No change | 5,100 | 566 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 5,352 | 563 | 0.01% | 0.01% | 124 | -199 | -3.58% | Q3 2026 | Oct 22, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 5,050 | 561 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 5,020 | 557 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DENALI ADVISORS LLC | History | No change | 5,000 | 555 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Handelsbanken Fonder AB | History | No change | 4,958 | 551 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Jump Financial, LLC | History | No change | 4,939 | 548 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 4,908 | 545 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,800 | 535 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Freestone Grove Partners LP | History | No change | 4,745 | 527 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 4,987 | 525 | 0.0% | 0.0% | 133 | +49 | 0.99% | Q3 2026 | Nov 03, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 4,977 | 523 | 0.01% | 0.07% | 134 | -28,175 | -84.99% | Q3 2026 | Oct 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,619 | 513 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 4,583 | 509 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 4,808 | 505 | 0.01% | 0.01% | 137 | -3,524 | -42.29% | Q3 2026 | Oct 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 4,714 | 496 | 0.01% | 0.01% | 138 | -46 | -0.97% | Q3 2026 | Oct 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 4,199 | 466 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 4,237 | 446 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Heritage Trust Co | History | No change | 3,885 | 431 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 3,998 | 426 | 0.01% | 0.01% | 142 | +371 | 10.23% | Q3 2026 | Oct 20, 2026 |
| Entropy Technologies, LP | History | No change | 3,792 | 421 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 3,954 | 416 | 0.03% | 0.02% | 144 | +2,084 | 111.44% | Q3 2026 | Oct 22, 2026 |
| Quadrature Capital Ltd | History | No change | 3,740 | 415 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of Wyoming | History | Reduced | 3,811 | 401 | 0.03% | 0.06% | 146 | -1,143 | -23.07% | Q3 2026 | Oct 28, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 3,595 | 378 | 0.03% | 0.05% | 147 | -440 | -10.9% | Q3 2026 | Oct 15, 2026 |
| Pictet Asset Management Holding SA | History | No change | 3,489 | 367 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| HighTower Advisors, LLC | History | No change | 3,064 | 340 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 3,052 | 339 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Maryland State Retirement & Pension System | History | No change | 3,028 | 336 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Brevan Howard Capital Management LP | History | No change | 3,015 | 333 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | No change | 3,000 | 333 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 3,146 | 331 | 0.0% | 0.0% | 154 | +14 | 0.45% | Q3 2026 | Oct 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,933 | 325 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 2,855 | 317 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 2,826 | 314 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 2,886 | 308 | 0.0% | — | 158 | +2,886 | New | Q3 2026 | Oct 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 2,751 | 305 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Engineers Gate Manager LP | History | No change | 2,665 | 296 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,615 | 290 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 2,600 | 288 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,499 | 277 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 2,526 | 274 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 2,590 | 273 | 0.0% | — | 165 | +2,590 | New | Q3 2026 | Nov 02, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 2,549 | 269 | 0.0% | 0.0% | 166 | +178 | 7.51% | Q3 2026 | Oct 23, 2026 |
| Quantum Portfolio Management LLC | History | No change | 2,423 | 269 | 0.1% | 0.1% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 2,400 | 266 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 2,490 | 262 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 2,416 | 254 | 0.0% | 0.03% | 170 | -23,867 | -90.81% | Q3 2026 | Oct 23, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 2,280 | 253 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M&T BANK CORP | History | No change | 2,235 | 248 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,238 | 235 | 0.0% | 0.0% | 173 | +545 | 32.19% | Q3 2026 | Oct 23, 2026 |
| DRW Securities, LLC | History | No change | 2,086 | 231 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,032 | 225 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,969 | 218 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,967 | 218 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Reduced | 2,063 | 217 | 0.0% | 0.0% | 178 | -34 | -1.62% | Q3 2026 | Nov 03, 2026 |
| Centiva Capital, LP | History | No change | 1,952 | 216 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,902 | 211 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,910 | 201 | 0.0% | 0.0% | 181 | +68 | 3.69% | Q3 2026 | Oct 23, 2026 |
| StoneX Group Inc. | History | New | 1,855 | 200 | 0.01% | — | 182 | +1,855 | New | Q3 2026 | Nov 03, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,779 | 197 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Center for Financial Services | History | No change | 1,750 | 184 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,594 | 177 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Index Technologies Group LLC | History | No change | 1,523 | 169 | 0.14% | 0.14% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,504 | 167 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,390 | 146 | 0.01% | 0.0% | 188 | +1,319 | 1857.75% | Q3 2026 | Oct 01, 2026 |
| Nykredit A/S | History | No change | 1,252 | 139 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,295 | 136 | 0.01% | 0.01% | 190 | -91 | -6.57% | Q3 2026 | Oct 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,121 | 124 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,070 | 118 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,081 | 113 | 0.0% | 0.0% | 193 | -3 | -0.28% | Q3 2026 | Nov 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,015 | 112 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | No change | 991 | 104 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 928 | 103 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 889 | 98 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 672 | 74 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | No change | 623 | 69 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 627 | 66 | 0.0% | 0.0% | 201 | -318 | -33.65% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | No change | 600 | 66 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 569 | 63 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 527 | 59 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 459 | 52 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 450 | 50 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 456 | 50 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 427 | 47 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 442 | 46 | 0.0% | 0.0% | 208 | +109 | 32.73% | Q3 2026 | Oct 20, 2026 |
| Sterling Capital Management LLC | History | Added to | 443 | 46 | 0.0% | 0.0% | 209 | +32 | 7.79% | Q3 2026 | Oct 22, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 431 | 45 | 0.0% | 0.0% | 210 | +39 | 9.95% | Q3 2026 | Oct 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 401 | 42 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 375 | 41 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 358 | 40 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Holdings, LLC | History | No change | 360 | 40 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 340 | 35 | 0.0% | 0.0% | 215 | +216 | 174.19% | Q3 2026 | Oct 27, 2026 |
| Blue Trust, Inc. | History | Reduced | 316 | 33 | 0.0% | 0.0% | 217 | -17 | -5.11% | Q3 2026 | Oct 15, 2026 |
| Allworth Financial LP | History | No change | 301 | 33 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 243 | 25 | 0.0% | 0.0% | 219 | -61 | -20.07% | Q3 2026 | Oct 29, 2026 |
| HM PAYSON & CO | History | No change | 226 | 25 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 224 | 25 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 219 | 23 | 0.0% | 0.0% | 222 | +89 | 68.46% | Q3 2026 | Oct 08, 2026 |
| Covestor Ltd | History | Reduced | 220 | 23 | 0.01% | 0.02% | 221 | -77 | -25.93% | Q3 2026 | Oct 30, 2026 |
| Optiver Holding B.V. | History | No change | 199 | 22 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 199 | 21 | 0.0% | — | 225 | +199 | New | Q3 2026 | Oct 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 190 | 21 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | No change | 180 | 20 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 650 | 18 | 0.03% | 0.01% | 227 | -936 | -59.02% | Q3 2026 | Oct 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 168 | 18 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 160 | 17 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 147 | 16 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 149 | 15 | 0.0% | — | 231 | +149 | New | Q3 2026 | Oct 21, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 136 | 14 | 0.0% | 0.0% | 232 | +63 | 86.3% | Q3 2026 | Oct 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 123 | 12 | 0.0% | 0.0% | 233 | +9 | 7.89% | Q3 2026 | Nov 04, 2026 |
| Sachetta, LLC | History | No change | 102 | 11 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 103 | 10 | 0.0% | — | 235 | +103 | New | Q3 2026 | Nov 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 82 | 9 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 80 | 8 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 66 | 7 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 71 | 7 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BOKF, NA | History | No change | 58 | 6 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 56 | 6 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | Reduced | 51 | 5 | 0.0% | 0.0% | 242 | -5 | -8.93% | Q3 2026 | Oct 21, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 49 | 5 | 0.0% | 0.0% | 244 | +5 | 11.36% | Q3 2026 | Oct 28, 2026 |
| CVA Family Office, LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Truvestments Capital LLC | History | No change | 36 | 4 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key FInancial Inc | History | No change | 46 | 4 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Spire Wealth Management | History | No change | 40 | 4 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 31 | 3 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Continuum Advisory, LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Marquette Asset Management, LLC | History | New | 23 | 2 | 0.0% | — | 258 | +23 | New | Q3 2026 | Oct 09, 2026 |
| Bare Financial Services, Inc | History | Added to | 26 | 2 | 0.0% | 0.0% | 255 | +16 | 160.0% | Q3 2026 | Nov 04, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 23 | 2 | 0.0% | 0.0% | 253 | +12 | 109.09% | Q3 2026 | Oct 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 20 | 2 | 0.0% | 0.0% | 250 | +9 | 81.82% | Q3 2026 | Oct 22, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 26 | 2 | 0.0% | 0.0% | 252 | -1 | -3.7% | Q3 2026 | Oct 14, 2026 |
| Larson Financial Group LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | No change | 20 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 20 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | New | 17 | 1 | 0.0% | — | 264 | +17 | New | Q3 2026 | Oct 13, 2026 |
| Ascentis Wealth Management, LLC | History | New | 13 | 1 | 0.0% | — | 265 | +13 | New | Q3 2026 | Nov 03, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 11 | 1 | 0.0% | — | 266 | +11 | New | Q3 2026 | Oct 27, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 13 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Wealth Management Group, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Torren Management, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| BFC Planning, Inc. | History | No change | 13 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Plan Group Financial, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -7,244 | -100.0% | Q3 2026 | Oct 22, 2026 |
| SummerHaven Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -5,493 | -100.0% | Q3 2026 | Oct 19, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,396 | -100.0% | Q3 2026 | Nov 04, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,995 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Essential Partners LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 23, 2026 |
| GK Wealth Management LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 09, 2026 |
| UMB Private Wealth Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 19, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q3 2026 | Nov 03, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 23, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Nov 03, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q3 2026 | Oct 27, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q3 2026 | Oct 09, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 29, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 08, 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% | Q3 2026 | Oct 05, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SBI Securities Co., Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Evolution Advisers, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Ankerstar Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Rialto Wealth Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |