BANNER CORP - BANR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 4,944,139 | 328,488 | 0.0% | 0.01% | 1 | -55,401 | -1.11% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 2,257,463 | 149,985 | 0.01% | 0.01% | 2 | -7,696 | -0.34% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,210,539 | 146,868 | 0.03% | 0.03% | 3 | +33,469 | 1.54% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | Added to | 2,004,132 | 133,154 | 0.0% | 0.0% | 4 | +134,886 | 7.22% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 1,474,168 | 97,943 | 0.0% | 0.0% | 5 | -50,368 | -3.3% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,320,449 | 87,730 | 0.01% | 0.01% | 6 | +102,883 | 8.45% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 905,159 | 60,150 | 0.0% | 0.0% | 7 | +42,830 | 4.97% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 903,281 | 60,013 | 0.01% | 0.01% | 8 | -119,190 | -11.66% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 862,089 | 57,277 | 0.03% | 0.02% | 9 | +197,093 | 29.64% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 753,986 | 50,094 | 0.04% | 0.05% | 10 | -151,467 | -16.73% | Q2 2026 | Sep 09, 2026 |
| Nuveen, LLC | History | Reduced | 697,729 | 46,357 | 0.01% | 0.01% | 11 | -21,779 | -3.03% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 662,759 | 44,033 | 0.02% | 0.03% | 12 | -119,614 | -15.29% | Q2 2026 | Aug 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 500,749 | 33,269 | 0.01% | 0.01% | 13 | -44,719 | -8.2% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 469,412 | 31,187 | 0.0% | 0.0% | 14 | +24,403 | 5.48% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 435,298 | 28,921 | 0.03% | 0.02% | 15 | +138,837 | 46.83% | Q2 2026 | Aug 14, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Added to | 411,033 | 27,309 | 1.09% | 1.17% | 16 | +2,169 | 0.53% | Q2 2026 | Aug 14, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 377,911 | 25,108 | 0.42% | 0.54% | 17 | -97,441 | -20.5% | Q2 2026 | Aug 20, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 363,197 | 24,130 | 0.07% | 0.08% | 18 | -50,769 | -12.26% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Added to | 339,532 | 22,558 | 0.0% | 0.0% | 19 | +49,439 | 17.04% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 339,028 | 22,525 | 0.01% | 0.01% | 20 | -4,892 | -1.42% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | Added to | 332,241 | 22,074 | 0.01% | 0.01% | 21 | +299 | 0.09% | Q2 2026 | Aug 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 323,292 | 21,479 | 0.02% | 0.02% | 22 | -89,008 | -21.59% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 308,674 | 20,508 | 0.0% | 0.0% | 23 | +4,248 | 1.4% | Q2 2026 | Aug 06, 2026 |
| Aberdeen Group plc | History | Reduced | 288,496 | 19,167 | 0.03% | 0.03% | 24 | -26,580 | -8.44% | Q2 2026 | Jul 31, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 274,848 | 18,260 | 0.0% | 0.0% | 25 | +31,443 | 12.92% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 272,268 | 18,089 | 0.32% | 0.33% | 26 | +1,304 | 0.48% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 271,197 | 18,018 | 0.06% | 0.05% | 27 | +46,247 | 20.56% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | Added to | 267,815 | 17,793 | 0.0% | 0.0% | 28 | +7,961 | 3.06% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 266,318 | 17,694 | 0.03% | — | 29 | +266,318 | New | Q2 2026 | Aug 14, 2026 |
| North Reef Capital Management LP | History | Added to | 260,156 | 17,284 | 0.66% | 0.41% | 30 | +64,707 | 33.11% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 223,011 | 14,816 | 0.0% | 0.0% | 31 | +3,293 | 1.5% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 219,146 | 14,560 | 0.01% | 0.01% | 32 | +2,925 | 1.35% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 213,587 | 14,190 | 0.0% | 0.0% | 33 | +126,190 | 144.39% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 210,756 | 14,002 | 0.01% | 0.01% | 34 | +20,165 | 10.58% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | Added to | 205,772 | 13,671 | 0.01% | 0.0% | 35 | +174,503 | 558.07% | Q2 2026 | Sep 02, 2026 |
| Invesco Ltd. | History | Added to | 187,096 | 12,430 | 0.0% | 0.0% | 36 | +11,017 | 6.26% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 186,646 | 12,400 | 0.0% | 0.0% | 37 | -35,866 | -16.12% | Q2 2026 | Sep 02, 2026 |
| Ceredex Value Advisors LLC | History | New | 175,944 | 11,689 | 0.33% | — | 38 | +175,944 | New | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 173,053 | 11,569 | 0.0% | 0.0% | 39 | +124,532 | 256.66% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Reduced | 157,436 | 10,460 | 0.0% | 0.01% | 40 | -637,618 | -80.2% | Q2 2026 | Aug 13, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 157,394 | 10,457 | 0.7% | 0.71% | 41 | -31,063 | -16.48% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 152,324 | 10,120 | 0.0% | 0.0% | 42 | -19,115 | -11.15% | Q2 2026 | Aug 14, 2026 |
| Stieven Capital Advisors, L.P. | History | Added to | 150,756 | 10,016 | 1.91% | 1.95% | 43 | +400 | 0.27% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Added to | 148,141 | 9,842 | 0.05% | 0.06% | 44 | +1,304 | 0.89% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 116,739 | 7,756 | 0.02% | 0.02% | 45 | -5,281 | -4.33% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 109,493 | 7,426 | 0.01% | 0.01% | 46 | +28,199 | 34.69% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 97,770 | 6,495 | 0.01% | 0.01% | 47 | -575 | -0.58% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 94,520 | 6,279 | 0.0% | 0.0% | 48 | -1,825 | -1.89% | Q2 2026 | Aug 13, 2026 |
| Edgestream Partners, L.P. | History | Added to | 93,560 | 6,216 | 0.18% | 0.05% | 49 | +68,749 | 277.09% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 93,472 | 6,210 | 0.0% | 0.0% | 50 | +32,967 | 54.49% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 88,452 | 5,876 | 0.01% | 0.01% | 51 | -14,849 | -14.37% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 87,343 | 5,803 | 0.0% | 0.01% | 52 | -9,580 | -9.88% | Q2 2026 | Aug 11, 2026 |
| Phocas Financial Corp. | History | Reduced | 84,286 | 5,599 | 0.78% | 0.85% | 53 | -4,424 | -4.99% | Q2 2026 | Jul 30, 2026 |
| Emerald Investment Advisers, LLC | History | Added to | 83,052 | 5,517 | 0.37% | 0.43% | 54 | +3,686 | 4.64% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 80,325 | 5,336 | 0.0% | 0.0% | 55 | +24,938 | 45.03% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Added to | 78,451 | 5,212 | 0.0% | 0.0% | 56 | +968 | 1.25% | Q2 2026 | Aug 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 78,288 | 5,201 | 0.17% | 0.19% | 57 | -6,857 | -8.05% | Q2 2026 | Jul 17, 2026 |
| Bayview Asset Management, LLC | History | Added to | 77,500 | 5,149 | 1.04% | 1.4% | 58 | +17,500 | 29.17% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 77,009 | 5,116 | 0.0% | 0.0% | 59 | +7,712 | 11.13% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 70,758 | 4,701 | 0.01% | 0.01% | 60 | -5,987 | -7.8% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Added to | 68,000 | 4,517 | 0.0% | 0.0% | 61 | +600 | 0.89% | Q2 2026 | Aug 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 61,353 | 4,076 | 0.1% | 0.05% | 62 | +25,796 | 72.55% | Q2 2026 | Aug 13, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 60,973 | 4,049 | 0.98% | 0.96% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 52,830 | 3,510 | 0.02% | 0.04% | 64 | -19,495 | -26.95% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Added to | 50,443 | 3,351 | 0.04% | 0.01% | 65 | +41,845 | 486.68% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 50,248 | 3,338 | 0.0% | 0.0% | 66 | -1,071 | -2.09% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 48,803 | 3,242 | 0.0% | 0.0% | 67 | +1,634 | 3.46% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 46,826 | 3,112 | 0.0% | 0.0% | 68 | +7,955 | 20.47% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 43,653 | 2,900 | 0.05% | 0.14% | 69 | -17,395 | -28.49% | Q2 2026 | Aug 14, 2026 |
| BW Gestao de Investimentos Ltda. | History | Reduced | 42,500 | 2,823 | 0.06% | 0.2% | 70 | -57,500 | -57.5% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 41,004 | 2,724 | 0.0% | 0.0% | 71 | +6,140 | 17.61% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 39,591 | 2,630 | 0.0% | 0.0% | 72 | -1,069 | -2.63% | Q2 2026 | Aug 24, 2026 |
| Focus Partners Wealth | History | Reduced | 39,210 | 2,605 | 0.0% | 0.0% | 73 | -26,343 | -40.19% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 38,068 | 2,529 | 0.0% | 0.0% | 74 | +26,309 | 223.74% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 41,486 | 2,517 | 0.0% | 0.0% | 75 | +7,397 | 21.7% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 37,691 | 2,504 | 0.0% | 0.0% | 76 | +7,023 | 22.9% | Q2 2026 | Aug 03, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 37,456 | 2,488 | 0.01% | 0.01% | 77 | +13,245 | 54.71% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 37,010 | 2,458 | 0.0% | 0.0% | 78 | +3,860 | 11.64% | Q2 2026 | Aug 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 35,352 | 2,348 | 0.05% | 0.06% | 79 | -19,487 | -35.53% | Q2 2026 | Jul 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 35,202 | 2,339 | 0.0% | 0.0% | 80 | +10,048 | 39.95% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 35,204 | 2,338 | 0.0% | 0.0% | 81 | +24,490 | 228.58% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 34,956 | 2,322 | 0.0% | 0.0% | 82 | +1,015 | 2.99% | Q2 2026 | Aug 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 32,683 | 2,171 | 0.0% | 0.0% | 83 | +13,821 | 73.27% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 31,141 | 2,069 | 0.0% | 0.0% | 84 | +3,099 | 11.05% | Q2 2026 | Aug 13, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 30,877 | 2,051 | 1.79% | 1.83% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WESBANCO BANK INC | History | Added to | 29,969 | 1,991 | 0.05% | 0.04% | 86 | +7,800 | 35.18% | Q2 2026 | Jul 28, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 29,909 | 1,987 | 0.0% | 0.0% | 87 | -599 | -1.96% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 28,897 | 1,917 | 0.0% | 0.0% | 88 | -1,037 | -3.46% | Q2 2026 | Aug 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 28,567 | 1,897 | 0.01% | — | 89 | +28,567 | New | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 28,385 | 1,885 | 0.0% | 0.0% | 90 | +4,521 | 18.94% | Q2 2026 | Jul 22, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 27,868 | 1,851 | 0.0% | 0.0% | 91 | +1,500 | 5.69% | Q2 2026 | Jul 29, 2026 |
| Trexquant Investment LP | History | Reduced | 27,394 | 1,820 | 0.01% | 0.04% | 92 | -60,145 | -68.71% | Q2 2026 | Aug 14, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 26,147 | 1,737 | 0.08% | 0.06% | 93 | +4,295 | 19.65% | Q2 2026 | Jul 31, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 26,074 | 1,732 | 0.65% | 0.7% | 94 | -2,187 | -7.74% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 26,016 | 1,728 | 0.0% | 0.0% | 95 | +7,091 | 37.47% | Q2 2026 | Aug 19, 2026 |
| SG Americas Securities, LLC | History | Reduced | 24,055 | 1,598 | 0.0% | 0.0% | 96 | -24,453 | -50.41% | Q2 2026 | Aug 07, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 22,474 | 1,493 | 0.0% | 0.01% | 97 | -5,117 | -18.55% | Q2 2026 | Aug 14, 2026 |
| Cascade Investment Advisors, Inc. | History | Reduced | 22,305 | 1,481 | 0.81% | 0.81% | 98 | -300 | -1.33% | Q2 2026 | Jul 15, 2026 |
| Engineers Gate Manager LP | History | Reduced | 22,137 | 1,470 | 0.02% | 0.02% | 99 | -376 | -1.67% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 21,854 | 1,451 | 0.0% | 0.0% | 100 | -29,986 | -57.84% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 20,459 | 1,443 | 0.11% | 0.1% | 101 | +836 | 4.26% | Q2 2026 | Jul 29, 2026 |
| Horizon Investments, LLC | History | Added to | 20,482 | 1,350 | 0.01% | 0.01% | 102 | +8,527 | 71.33% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 19,754 | 1,312 | 0.01% | 0.01% | 103 | -177 | -0.89% | Q2 2026 | Aug 13, 2026 |
| Petiole USA ltd | History | Reduced | 19,615 | 1,303 | 0.94% | 1.32% | 104 | -11,470 | -36.9% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 19,327 | 1,284 | 0.0% | 0.0% | 105 | +77 | 0.4% | Q2 2026 | Aug 03, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 18,269 | 1,213 | 0.0% | 0.0% | 106 | +10,563 | 137.08% | Q2 2026 | Aug 17, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 18,244 | 1,212 | 0.0% | 0.0% | 107 | +10,427 | 133.39% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 18,111 | 1,203 | 0.0% | 0.0% | 108 | +8,742 | 93.31% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 17,681 | 1,174 | 0.01% | 0.01% | 109 | +319 | 1.84% | Q2 2026 | Aug 12, 2026 |
| Voleon Capital Management LP | History | New | 17,422 | 1,157 | 0.02% | — | 110 | +17,422 | New | Q2 2026 | Aug 14, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 17,378 | 1,154 | 0.38% | 0.4% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Trust Co | History | Added to | 17,099 | 1,136 | 0.02% | 0.02% | 112 | +2,799 | 19.57% | Q2 2026 | Jul 17, 2026 |
| CSM Advisors, LLC | History | Added to | 16,967 | 1,128 | 0.02% | 0.01% | 113 | +9,039 | 114.01% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 16,767 | 1,113 | 0.0% | 0.0% | 114 | +11,542 | 220.9% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 16,148 | 1,072 | 0.0% | 0.0% | 115 | +346 | 2.19% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 15,954 | 1,060 | 0.0% | 0.0% | 116 | -1,059 | -6.22% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 15,897 | 1,055 | 0.0% | — | 117 | +15,897 | New | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 15,677 | 1,041 | 0.0% | 0.0% | 118 | +814 | 5.48% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 15,624 | 1,038 | 0.0% | 0.0% | 119 | -172 | -1.09% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | New | 15,072 | 1,001 | 0.0% | — | 120 | +15,072 | New | Q2 2026 | Aug 14, 2026 |
| Amundi | History | Added to | 14,901 | 990 | 0.0% | 0.0% | 121 | +142 | 0.96% | Q2 2026 | Aug 11, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 14,900 | 989 | 0.01% | 0.02% | 122 | -200 | -1.32% | Q2 2026 | Jul 21, 2026 |
| BAILARD, INC. | History | Added to | 14,689 | 975 | 0.02% | 0.02% | 123 | +289 | 2.01% | Q2 2026 | Jul 30, 2026 |
| BARCLAYS PLC | History | Reduced | 14,630 | 972 | 0.0% | 0.0% | 124 | -13,878 | -48.68% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | Added to | 14,594 | 969 | 0.01% | 0.01% | 125 | +7,475 | 105.0% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | Reduced | 14,454 | 960 | 0.04% | 0.06% | 126 | -8,600 | -37.3% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 13,890 | 922 | 0.0% | 0.0% | 127 | +1,195 | 9.41% | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 15,072 | 914 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 12,679 | 842 | 0.01% | 0.01% | 129 | -5,631 | -30.75% | Q2 2026 | Jul 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,258 | 814 | 0.0% | 0.0% | 130 | -15,861 | -56.41% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 12,248 | 813 | 0.04% | 0.04% | 131 | +1,368 | 12.57% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 11,115 | 738 | 0.05% | 0.05% | 132 | +944 | 9.28% | Q2 2026 | Aug 07, 2026 |
| Holocene Advisors, LP | History | Added to | 11,070 | 735 | 0.0% | 0.0% | 133 | +4,846 | 77.86% | Q2 2026 | Aug 14, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 10,858 | 721 | 0.01% | 0.01% | 134 | -42 | -0.39% | Q2 2026 | Aug 14, 2026 |
| Sippican Capital Advisors | History | Reduced | 10,640 | 706 | 0.43% | 0.5% | 135 | -1,315 | -11.0% | Q2 2026 | Jul 22, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 10,532 | 699 | 0.0% | 0.0% | 136 | +259 | 2.52% | Q2 2026 | Aug 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 10,183 | 676 | 0.0% | 0.0% | 137 | +787 | 8.38% | Q2 2026 | Aug 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 10,097 | 670 | 0.01% | 0.0% | 138 | +663 | 7.03% | Q2 2026 | Jul 23, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Added to | 9,703 | 644 | 0.06% | 0.02% | 139 | +5,831 | 150.59% | Q2 2026 | Jul 31, 2026 |
| Quadrature Capital Ltd | History | New | 9,595 | 637 | 0.01% | — | 140 | +9,595 | New | Q2 2026 | Aug 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 9,387 | 623 | 0.01% | 0.01% | 141 | +280 | 3.07% | Q2 2026 | Jul 24, 2026 |
| Arizona State Retirement System | History | Reduced | 9,346 | 620 | 0.0% | 0.0% | 142 | -17 | -0.18% | Q2 2026 | Aug 07, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 9,301 | 617 | 0.0% | 0.01% | 144 | -20,562 | -68.85% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 9,291 | 617 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 9,145 | 607 | 0.0% | 0.0% | 145 | +2,289 | 33.39% | Q2 2026 | Aug 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 9,123 | 606 | 0.0% | 0.0% | 146 | -693 | -7.06% | Q2 2026 | Jul 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 9,086 | 603 | 0.01% | 0.01% | 147 | +37 | 0.41% | Q2 2026 | Jul 16, 2026 |
| Neuberger Berman Group LLC | History | Added to | 9,012 | 598 | 0.0% | 0.0% | 148 | +1,391 | 18.25% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 8,898 | 591 | 0.0% | 0.0% | 149 | +54 | 0.61% | Q2 2026 | Jul 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 8,665 | 576 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 8,196 | 544 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 8,055 | 535 | 0.0% | 0.0% | 152 | -377 | -4.47% | Q2 2026 | Jul 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 7,879 | 532 | 0.0% | — | 153 | +7,879 | New | Q2 2026 | Jul 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,844 | 531 | 0.0% | 0.0% | 154 | +934 | 13.52% | Q2 2026 | Aug 14, 2026 |
| HENNESSY ADVISORS INC | History | No change | 8,000 | 531 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cerity Partners LLC | History | Added to | 7,864 | 522 | 0.0% | 0.0% | 156 | +2,171 | 38.13% | Q2 2026 | Aug 14, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | Added to | 7,781 | 516 | 0.12% | 0.12% | 157 | +500 | 6.87% | Q2 2026 | Aug 11, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 7,757 | 515 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WestHill Financial Advisors, Inc. | History | New | 7,652 | 508 | 0.09% | — | 159 | +7,652 | New | Q2 2026 | Jul 21, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 7,455 | 495 | 0.0% | 0.0% | 160 | -594 | -7.38% | Q2 2026 | Aug 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 7,400 | 491 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 6,992 | 464 | 0.08% | 0.08% | 162 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,944 | 461 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 6,671 | 443 | 0.0% | 0.0% | 164 | +1,481 | 28.54% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 6,539 | 434 | 0.0% | — | 166 | +6,539 | New | Q2 2026 | Aug 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 6,543 | 434 | 0.01% | 0.01% | 165 | +72 | 1.11% | Q2 2026 | Aug 12, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 5,863 | 389 | 0.09% | 0.1% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | New | 5,627 | 373 | 0.0% | — | 168 | +5,627 | New | Q2 2026 | Aug 11, 2026 |
| Jain Global LLC | History | New | 5,612 | 372 | 0.0% | — | 169 | +5,612 | New | Q2 2026 | Aug 14, 2026 |
| MQS Management LLC | History | Reduced | 5,587 | 371 | 0.45% | 0.43% | 171 | -4,848 | -46.46% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 5,586 | 371 | 0.0% | 0.0% | 170 | +734 | 15.13% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,552 | 368 | 0.0% | 0.0% | 172 | +54 | 0.98% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,414 | 359 | 0.0% | 0.0% | 173 | -2,061 | -27.57% | Q2 2026 | Aug 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 5,285 | 351 | 0.0% | 0.0% | 174 | +1,165 | 28.28% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | New | 5,207 | 345 | 0.0% | — | 176 | +5,207 | New | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 5,194 | 345 | 0.08% | 0.09% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | New | 5,106 | 339 | 0.0% | — | 177 | +5,106 | New | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 5,093 | 338 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | Reduced | 5,000 | 332 | 0.01% | 0.01% | 179 | -1,000 | -16.67% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 4,990 | 331 | 0.02% | 0.04% | 180 | -6,295 | -55.78% | Q2 2026 | Aug 03, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,972 | 330 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DRW Securities, LLC | History | New | 4,844 | 321 | 0.01% | — | 183 | +4,844 | New | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 4,839 | 321 | 0.0% | 0.0% | 182 | -407 | -7.76% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | New | 4,708 | 313 | 0.0% | — | 185 | +4,708 | New | Q2 2026 | Aug 05, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | No change | 4,724 | 313 | 0.05% | 0.05% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 4,536 | 301 | 0.0% | 0.0% | 186 | -148 | -3.16% | Q2 2026 | Jul 28, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 4,433 | 295 | 0.0% | 0.0% | 187 | +1,115 | 33.6% | Q2 2026 | Jul 23, 2026 |
| Financial Planning Hawaii, Inc. | History | Reduced | 4,349 | 288 | 0.15% | 0.17% | 188 | -365 | -7.74% | Q2 2026 | Jul 23, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 4,100 | 272 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 4,099 | 272 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Squarepoint Ops LLC | History | Reduced | 4,058 | 269 | 0.0% | 0.0% | 191 | -22,311 | -84.61% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,051 | 269 | 0.0% | — | 192 | +4,051 | New | Q2 2026 | Aug 11, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 3,975 | 264 | 0.0% | 0.0% | 193 | -1,111 | -21.84% | Q2 2026 | Aug 10, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 3,951 | 262 | 0.02% | — | 194 | +3,951 | New | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 3,891 | 258 | 0.0% | 0.0% | 195 | -11 | -0.28% | Q2 2026 | Aug 11, 2026 |
| Pathstone Holdings, LLC | History | New | 3,752 | 249 | 0.0% | — | 196 | +3,752 | New | Q2 2026 | Aug 13, 2026 |
| nVerses Capital, LLC | History | New | 3,616 | 240 | 0.37% | — | 197 | +3,616 | New | Q2 2026 | Aug 04, 2026 |
| Corient Private Wealth LP | History | New | 3,486 | 231 | 0.0% | — | 198 | +3,486 | New | Q2 2026 | Aug 27, 2026 |
| STRS OHIO | History | Added to | 3,400 | 225 | 0.0% | 0.0% | 199 | +700 | 25.93% | Q2 2026 | Jul 30, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 3,283 | 218 | 0.0% | — | 200 | +3,283 | New | Q2 2026 | Aug 11, 2026 |
| XPONANCE LLC | History | New | 3,276 | 217 | 0.0% | — | 201 | +3,276 | New | Q2 2026 | Aug 10, 2026 |
| CIBC Asset Management Inc | History | New | 3,223 | 214 | 0.0% | — | 202 | +3,223 | New | Q2 2026 | Aug 03, 2026 |
| iSAM Funds (UK) Ltd | History | New | 3,200 | 212 | 0.15% | — | 203 | +3,200 | New | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,152 | 209 | 0.0% | 0.0% | 204 | +58 | 1.87% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 3,145 | 208 | 0.02% | 0.03% | 205 | -491 | -13.5% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | Added to | 3,118 | 207 | 0.01% | 0.0% | 206 | +1,584 | 103.26% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 3,097 | 205 | 0.01% | 0.01% | 207 | -408 | -11.64% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 3,079 | 204 | 0.01% | 0.01% | 208 | +231 | 8.11% | Q2 2026 | Aug 13, 2026 |
| Orchard Capital Management, LLC | History | New | 3,029 | 201 | 0.2% | — | 209 | +3,029 | New | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,442 | 162 | 0.0% | 0.01% | 210 | -1,366 | -35.87% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 2,653 | 160 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,080 | 138 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,052 | 136 | 0.0% | 0.0% | 213 | +345 | 20.21% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | New | 1,978 | 131 | 0.0% | — | 214 | +1,978 | New | Q2 2026 | Aug 06, 2026 |
| Gould Capital, LLC | History | No change | 1,933 | 128 | 0.07% | 0.07% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KBC Group NV | History | No change | 1,528 | 102 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | Added to | 1,238 | 82 | 0.0% | 0.0% | 217 | +1,019 | 465.3% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,206 | 80 | 0.0% | 0.0% | 218 | -192 | -13.73% | Q2 2026 | Aug 12, 2026 |
| Amova Asset Management Americas, Inc. | History | New | 1,056 | 70 | 0.0% | — | 219 | +1,056 | New | Q2 2026 | Aug 13, 2026 |
| Freestone Grove Partners LP | History | Reduced | 930 | 61 | 0.0% | 0.01% | 220 | -19,690 | -95.49% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Reduced | 857 | 56 | 0.0% | 0.11% | 221 | -41,755 | -97.99% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Added to | 845 | 56 | 0.0% | 0.0% | 223 | +654 | 342.41% | Q2 2026 | Aug 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 857 | 56 | 0.0% | 0.0% | 222 | -362 | -29.7% | Q2 2026 | Aug 12, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 774 | 51 | 0.02% | 0.02% | 224 | +4 | 0.52% | Q2 2026 | Jul 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 746 | 50 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 714 | 47 | 0.0% | 0.0% | 227 | +171 | 31.49% | Q2 2026 | Jul 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 720 | 47 | 0.0% | 0.0% | 226 | +159 | 28.34% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | Added to | 716 | 47 | 0.0% | 0.0% | 228 | +24 | 3.47% | Q2 2026 | Jul 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 684 | 45 | 0.0% | 0.0% | 229 | -432 | -38.71% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 581 | 38 | 0.0% | 0.0% | 230 | +46 | 8.6% | Q2 2026 | Aug 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 566 | 38 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 549 | 36 | 0.0% | 0.0% | 232 | +30 | 5.78% | Q2 2026 | Aug 17, 2026 |
| Financial Life Planners | History | Added to | 500 | 33 | 0.02% | 0.02% | 233 | +4 | 0.81% | Q2 2026 | Jul 21, 2026 |
| Nykredit A/S | History | New | 427 | 28 | 0.0% | — | 234 | +427 | New | Q2 2026 | Sep 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 398 | 26 | 0.0% | 0.0% | 235 | +334 | 521.88% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 373 | 25 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | Added to | 372 | 24 | 0.0% | 0.0% | 237 | +264 | 244.44% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 309 | 20 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 262 | 17 | 0.0% | 0.0% | 239 | -341 | -56.55% | Q2 2026 | Jul 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 250 | 16 | 0.0% | 0.0% | 240 | -30 | -10.71% | Q2 2026 | Jul 02, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 232 | 15 | 0.0% | 0.0% | 241 | +38 | 19.59% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | New | 223 | 14 | 0.0% | — | 242 | +223 | New | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 13 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 139 | 9 | 0.0% | 0.0% | 245 | +121 | 672.22% | Q2 2026 | Jul 20, 2026 |
| UMB Bank, n.a. | History | Added to | 144 | 9 | 0.0% | 0.0% | 244 | +30 | 26.32% | Q2 2026 | Aug 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 142 | 9 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Essential Partners LLC | History | New | 131 | 8 | 0.0% | — | 247 | +131 | New | Q2 2026 | Aug 10, 2026 |
| Cheviot Value Management, LLC | History | No change | 110 | 7 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| McIlrath & Eck, LLC | History | No change | 128 | 7 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Bare Financial Services, Inc | History | Added to | 97 | 6 | 0.0% | 0.0% | 250 | +18 | 22.78% | Q2 2026 | Jul 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 78 | 5 | 0.0% | 0.0% | 252 | +61 | 358.82% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | Added to | 88 | 5 | 0.0% | 0.0% | 251 | +58 | 193.33% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 86 | 5 | 0.0% | 0.0% | 253 | -42 | -32.81% | Q2 2026 | Jul 17, 2026 |
| Fulcrum Asset Management LLP | History | New | 74 | 4 | 0.0% | — | 257 | +74 | New | Q2 2026 | Aug 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 71 | 4 | 0.0% | — | 256 | +71 | New | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 56 | 4 | 0.0% | 0.0% | 254 | +17 | 43.59% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 69 | 4 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 58 | 3 | 0.0% | 0.0% | 259 | +17 | 41.46% | Q2 2026 | Aug 14, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 55 | 3 | 0.0% | 0.0% | 258 | +15 | 37.5% | Q2 2026 | Jul 20, 2026 |
| CVA Family Office, LLC | History | Added to | 39 | 2 | 0.0% | 0.0% | 263 | +9 | 30.0% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 37 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 39 | 2 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sapience Investments, LLC | History | No change | 48 | 2 | 0.26% | 0.26% | 262 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | No change | 42 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 33 | 2 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | New | 27 | 1 | 0.0% | — | 272 | +27 | New | Q2 2026 | Aug 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 17 | 1 | 0.0% | — | 273 | +17 | New | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | Added to | 11 | 1 | 0.0% | — | 268 | +7 | 175.0% | Q2 2026 | Aug 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 28 | 1 | 0.0% | 0.0% | 267 | +6 | 27.27% | Q2 2026 | Jul 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 19 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fortitude Family Office, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -60,739 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52,047 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -35,416 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,708 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CREDIT AGRICOLE S A | History | Closed out | 0 | 0 | — | 0.0% | — | -11,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,089 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,072 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,505 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,886 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -5,200 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Opal Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -452 | -100.0% | Q2 2026 | Jul 20, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -261 | -100.0% | Q2 2026 | Jul 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -236 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -91 | -97.85% | Q2 2026 | Jul 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Aug 13, 2026 |
| Creative Capital Management Investments LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q2 2026 | Jul 24, 2026 |
| True Wealth Design, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q2 2026 | Jul 16, 2026 |
| CoreCap Advisors, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 06, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Wall Street Financial Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Evolution Advisers, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Jul 31, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 7 | 0 | — | — | — | +5 | 250.0% | Q2 2026 | Aug 04, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 5 | 0 | — | — | — | +4 | 400.0% | Q2 2026 | Aug 13, 2026 |