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 | No change | 4,944,139 | 328,488 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,256,607 | 151,193 | 0.03% | 0.03% | 2 | +46,068 | 2.08% | Q3 2026 | Nov 04, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,257,463 | 149,985 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 2,004,132 | 133,154 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,474,168 | 97,943 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,320,449 | 87,730 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 905,159 | 60,150 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 903,281 | 60,013 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 862,089 | 57,277 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 753,986 | 50,094 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Nuveen, LLC | History | No change | 697,729 | 46,357 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 662,759 | 44,033 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 500,749 | 33,269 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 469,412 | 31,187 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 435,298 | 28,921 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 411,033 | 27,309 | 1.09% | 1.09% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 367,820 | 24,643 | 0.44% | 0.42% | 17 | -10,091 | -2.67% | Q3 2026 | Oct 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 363,197 | 24,130 | 0.07% | 0.07% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 339,532 | 22,558 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 339,028 | 22,525 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 332,241 | 22,074 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 323,292 | 21,479 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 308,674 | 20,508 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aberdeen Group plc | History | No change | 288,496 | 19,167 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 274,848 | 18,260 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 272,268 | 18,089 | 0.32% | 0.32% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 271,197 | 18,018 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 267,815 | 17,793 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 266,318 | 17,694 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Reef Capital Management LP | History | No change | 260,156 | 17,284 | 0.66% | 0.66% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 223,011 | 14,816 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 213,587 | 14,190 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 210,756 | 14,002 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 205,772 | 13,671 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Invesco Ltd. | History | No change | 187,096 | 12,430 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 186,646 | 12,400 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Ceredex Value Advisors LLC | History | No change | 175,944 | 11,689 | 0.33% | 0.33% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 173,053 | 11,569 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 162,414 | 10,881 | 0.01% | 0.01% | 39 | -56,732 | -25.89% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | No change | 157,436 | 10,460 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aristotle Capital Boston, LLC | History | No change | 157,394 | 10,457 | 0.7% | 0.7% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 152,324 | 10,120 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stieven Capital Advisors, L.P. | History | No change | 150,756 | 10,016 | 1.91% | 1.91% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 148,141 | 9,842 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 127,389 | 8,574 | 0.01% | 0.01% | 45 | +17,896 | 16.34% | Q3 2026 | Nov 04, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 116,739 | 7,756 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 97,770 | 6,495 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 94,520 | 6,279 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Edgestream Partners, L.P. | History | No change | 93,560 | 6,216 | 0.18% | 0.18% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 93,472 | 6,210 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 88,452 | 5,876 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 87,343 | 5,803 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Phocas Financial Corp. | History | No change | 84,286 | 5,599 | 0.78% | 0.78% | 53 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 83,052 | 5,517 | 0.37% | 0.37% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 80,325 | 5,336 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 78,451 | 5,212 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 78,288 | 5,201 | 0.17% | 0.17% | 57 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bayview Asset Management, LLC | History | No change | 77,500 | 5,149 | 1.04% | 1.04% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 77,009 | 5,116 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 70,758 | 4,701 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 68,000 | 4,517 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 61,353 | 4,076 | 0.1% | 0.1% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 60,973 | 4,049 | 0.98% | 0.98% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 52,830 | 3,510 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 50,443 | 3,351 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 50,248 | 3,338 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 48,803 | 3,242 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 46,826 | 3,112 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 43,653 | 2,900 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BW Gestao de Investimentos Ltda. | History | No change | 42,500 | 2,823 | 0.06% | 0.06% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 41,004 | 2,724 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 39,591 | 2,630 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Focus Partners Wealth | History | No change | 39,210 | 2,605 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 38,068 | 2,529 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 41,486 | 2,517 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 37,456 | 2,488 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 37,010 | 2,458 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 35,202 | 2,339 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 35,204 | 2,338 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 34,956 | 2,322 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 32,683 | 2,171 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 32,389 | 2,170 | 0.0% | 0.0% | 82 | +4,004 | 14.11% | Q3 2026 | Oct 28, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 31,141 | 2,069 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 30,877 | 2,068 | 1.9% | 1.79% | 84 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 29,909 | 1,987 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 28,897 | 1,917 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 28,567 | 1,897 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 27,809 | 1,863 | 0.0% | 0.0% | 88 | -9,882 | -26.22% | Q3 2026 | Nov 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 27,868 | 1,851 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trexquant Investment LP | History | No change | 27,394 | 1,820 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 26,074 | 1,732 | 0.65% | 0.65% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 26,016 | 1,728 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SG Americas Securities, LLC | History | No change | 24,055 | 1,598 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rafferty Asset Management, LLC | History | No change | 22,474 | 1,493 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 22,137 | 1,470 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cascade Investment Advisors, Inc. | History | Reduced | 21,855 | 1,464 | 0.82% | 0.81% | 96 | -450 | -2.02% | Q3 2026 | Nov 02, 2026 |
| Point72 Asset Management, L.P. | History | No change | 21,854 | 1,451 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 20,770 | 1,391 | 0.06% | 0.08% | 98 | -5,377 | -20.56% | Q3 2026 | Nov 04, 2026 |
| Sovran Advisors, LLC | History | Reduced | 19,566 | 1,356 | 0.09% | 0.11% | 99 | -893 | -4.36% | Q3 2026 | Oct 30, 2026 |
| Horizon Investments, LLC | History | No change | 20,482 | 1,350 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 19,754 | 1,312 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Petiole USA ltd | History | No change | 19,615 | 1,303 | 0.94% | 0.94% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 19,327 | 1,284 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 18,269 | 1,213 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 18,244 | 1,212 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 18,111 | 1,203 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 17,484 | 1,171 | 0.01% | 0.01% | 107 | -197 | -1.11% | Q3 2026 | Nov 05, 2026 |
| Voleon Capital Management LP | History | No change | 17,422 | 1,157 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 17,378 | 1,154 | 0.38% | 0.38% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Trust Co | History | No change | 17,099 | 1,136 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CSM Advisors, LLC | History | No change | 16,967 | 1,128 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 16,767 | 1,113 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 16,148 | 1,072 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 15,954 | 1,060 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 15,897 | 1,055 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 15,677 | 1,041 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 15,624 | 1,038 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 15,072 | 1,001 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 14,901 | 990 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BAILARD, INC. | History | No change | 14,689 | 984 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BARCLAYS PLC | History | No change | 14,630 | 972 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 14,500 | 971 | 0.01% | 0.01% | 122 | -400 | -2.68% | Q3 2026 | Oct 20, 2026 |
| Jump Financial, LLC | History | No change | 14,594 | 969 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | No change | 14,454 | 960 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 13,890 | 922 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,258 | 814 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 12,248 | 813 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 11,979 | 802 | 0.14% | 0.08% | 128 | +4,987 | 71.32% | Q3 2026 | Oct 23, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 11,101 | 744 | 0.05% | 0.05% | 129 | -14 | -0.13% | Q3 2026 | Oct 22, 2026 |
| Holocene Advisors, LP | History | No change | 11,070 | 735 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 10,858 | 721 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 10,532 | 699 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | Added to | 10,139 | 679 | 0.0% | 0.0% | 133 | +5,033 | 98.57% | Q3 2026 | Nov 02, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 10,183 | 676 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HENNESSY ADVISORS INC | History | Added to | 10,000 | 670 | 0.03% | 0.02% | 135 | +2,000 | 25.0% | Q3 2026 | Oct 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,097 | 670 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 9,703 | 644 | 0.06% | 0.06% | 137 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arizona State Retirement System | History | Added to | 9,570 | 641 | 0.0% | 0.0% | 138 | +224 | 2.4% | Q3 2026 | Nov 03, 2026 |
| Quadrature Capital Ltd | History | No change | 9,595 | 637 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 9,387 | 623 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 9,291 | 617 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 9,301 | 617 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 9,175 | 614 | 0.3% | — | 143 | +9,175 | New | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,110 | 609 | 0.0% | 0.0% | 144 | +1,231 | 15.62% | Q3 2026 | Oct 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 9,145 | 607 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 9,012 | 598 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 8,898 | 591 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 8,808 | 590 | 0.0% | 0.0% | 148 | -315 | -3.45% | Q3 2026 | Oct 23, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 8,665 | 576 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sippican Capital Advisors | History | Reduced | 8,578 | 574 | 0.38% | 0.43% | 150 | -2,062 | -19.38% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 8,564 | 573 | 0.01% | 0.01% | 151 | -522 | -5.75% | Q3 2026 | Oct 22, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 8,196 | 544 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 8,007 | 536 | 0.0% | 0.0% | 153 | -48 | -0.6% | Q3 2026 | Nov 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7,844 | 531 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 7,864 | 522 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | No change | 7,781 | 521 | 0.11% | 0.12% | 156 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| WestHill Financial Advisors, Inc. | History | No change | 7,652 | 512 | 0.09% | 0.09% | 157 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 7,588 | 508 | 0.01% | 0.01% | 158 | -169 | -2.18% | Q3 2026 | Oct 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 7,455 | 495 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 7,400 | 491 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 6,979 | 467 | 0.0% | 0.01% | 161 | -5,700 | -44.96% | Q3 2026 | Oct 15, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,944 | 461 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 6,627 | 444 | 0.01% | 0.05% | 163 | -28,725 | -81.25% | Q3 2026 | Oct 16, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 6,671 | 443 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 6,527 | 437 | 0.01% | 0.01% | 165 | -16 | -0.24% | Q3 2026 | Nov 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,539 | 434 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 5,863 | 389 | 0.09% | 0.09% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 5,627 | 373 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jain Global LLC | History | No change | 5,612 | 372 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 5,586 | 371 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MQS Management LLC | History | No change | 5,587 | 371 | 0.45% | 0.45% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,552 | 368 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 5,414 | 359 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 5,285 | 351 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | New | 5,152 | 345 | 0.06% | — | 177 | +5,152 | New | Q3 2026 | Oct 13, 2026 |
| Man Group plc | History | No change | 5,207 | 345 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 5,194 | 345 | 0.08% | 0.08% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 5,143 | 344 | 0.01% | — | 178 | +5,143 | New | Q3 2026 | Nov 02, 2026 |
| Pictet Asset Management Holding SA | History | No change | 5,093 | 341 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 4,994 | 334 | 0.01% | 0.0% | 180 | +895 | 21.83% | Q3 2026 | Oct 22, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 5,000 | 332 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 4,990 | 331 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,972 | 330 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DRW Securities, LLC | History | No change | 4,844 | 321 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,708 | 313 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | No change | 4,724 | 313 | 0.05% | 0.05% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ProShare Advisors LLC | History | Reduced | 4,652 | 311 | 0.0% | 0.0% | 187 | -187 | -3.86% | Q3 2026 | Oct 28, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 4,433 | 297 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Financial Planning Hawaii, Inc. | History | No change | 4,349 | 291 | 0.16% | 0.15% | 189 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | New | 4,248 | 284 | 0.03% | — | 190 | +4,248 | New | Q3 2026 | Oct 09, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 4,100 | 272 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,051 | 269 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | No change | 4,058 | 269 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 3,975 | 264 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 3,951 | 262 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 3,878 | 259 | 0.0% | 0.0% | 196 | -13 | -0.33% | Q3 2026 | Oct 23, 2026 |
| Moss Adams Wealth Advisors LLC | History | New | 3,735 | 250 | 0.02% | — | 197 | +3,735 | New | Q3 2026 | Oct 28, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,752 | 249 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| nVerses Capital, LLC | History | No change | 3,616 | 240 | 0.37% | 0.37% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| D.A. DAVIDSON & CO. | History | New | 3,579 | 239 | 0.0% | — | 200 | +3,579 | New | Q3 2026 | Oct 27, 2026 |
| Corient Private Wealth LP | History | No change | 3,486 | 231 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 3,283 | 218 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XPONANCE LLC | History | Reduced | 3,220 | 215 | 0.0% | 0.0% | 203 | -56 | -1.71% | Q3 2026 | Nov 03, 2026 |
| CIBC Asset Management Inc | History | Reduced | 3,167 | 212 | 0.0% | 0.0% | 204 | -56 | -1.74% | Q3 2026 | Nov 05, 2026 |
| iSAM Funds (UK) Ltd | History | No change | 3,200 | 212 | 0.15% | 0.15% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,152 | 209 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 3,145 | 208 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 3,118 | 207 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,079 | 204 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Reduced | 3,000 | 201 | 0.0% | 0.0% | 210 | -400 | -11.76% | Q3 2026 | Oct 30, 2026 |
| Orchard Capital Management, LLC | History | No change | 3,029 | 201 | 0.2% | 0.2% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,442 | 162 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,168 | 145 | 0.0% | 0.0% | 213 | +116 | 5.65% | Q3 2026 | Oct 20, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,080 | 138 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,978 | 131 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gould Capital, LLC | History | No change | 1,933 | 128 | 0.07% | 0.07% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KBC Group NV | History | No change | 1,528 | 102 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Arax Advisory Partners | History | No change | 1,238 | 82 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 1,206 | 80 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 1,056 | 70 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Grove Partners LP | History | No change | 930 | 61 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 857 | 56 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 857 | 56 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 845 | 56 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 816 | 54 | 0.0% | 0.0% | 225 | +100 | 13.97% | Q3 2026 | Oct 08, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 777 | 52 | 0.02% | 0.02% | 226 | +3 | 0.39% | Q3 2026 | Oct 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 746 | 50 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 720 | 47 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Versant Capital Management, Inc | History | No change | 714 | 47 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Sterling Capital Management LLC | History | Reduced | 661 | 44 | 0.0% | 0.0% | 230 | -23 | -3.36% | Q3 2026 | Oct 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 574 | 38 | 0.0% | 0.0% | 231 | -7 | -1.2% | Q3 2026 | Oct 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 566 | 37 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 549 | 36 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Financial Life Planners | History | No change | 500 | 33 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Nykredit A/S | History | No change | 427 | 28 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 398 | 26 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 373 | 25 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | New | 364 | 24 | 0.0% | — | 239 | +364 | New | Q3 2026 | Oct 21, 2026 |
| Quarry LP | History | No change | 372 | 24 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 358 | 23 | 0.0% | 0.0% | 240 | +280 | 358.97% | Q3 2026 | Oct 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 343 | 22 | 0.0% | 0.0% | 241 | +81 | 30.92% | Q3 2026 | Nov 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 309 | 20 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 253 | 16 | 0.0% | 0.0% | 244 | +167 | 194.19% | Q3 2026 | Oct 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 250 | 16 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 232 | 15 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 223 | 14 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 13 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | Added to | 147 | 10 | 0.01% | 0.0% | 248 | +136 | 1236.36% | Q3 2026 | Oct 30, 2026 |
| UMB Bank, n.a. | History | No change | 144 | 9 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 139 | 9 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 142 | 9 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Larson Financial Group LLC | History | Added to | 127 | 8 | 0.0% | 0.0% | 252 | +39 | 44.32% | Q3 2026 | Nov 05, 2026 |
| Essential Partners LLC | History | Added to | 133 | 8 | 0.0% | 0.0% | 253 | +2 | 1.53% | Q3 2026 | Oct 14, 2026 |
| Cheviot Value Management, LLC | History | No change | 110 | 7 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bare Financial Services, Inc | History | No change | 97 | 6 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 79 | 5 | 0.0% | 0.0% | 256 | +10 | 14.49% | Q3 2026 | Oct 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 56 | 4 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 71 | 4 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valued Wealth Advisors LLC | History | No change | 55 | 3 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 58 | 3 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 33 | 2 | 0.0% | — | 267 | +33 | New | Q3 2026 | Oct 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 33 | 2 | 0.0% | 0.0% | 262 | +14 | 73.68% | Q3 2026 | Oct 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 37 | 2 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CVA Family Office, LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | No change | 42 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 33 | 2 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ares Financial Consulting, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Ascentis Wealth Management, LLC | History | New | 20 | 1 | 0.0% | — | 273 | +20 | New | Q3 2026 | Nov 03, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 21 | 1 | 0.0% | — | 271 | +10 | 90.91% | Q3 2026 | Oct 27, 2026 |
| Fortitude Family Office, LLC | History | Added to | 21 | 1 | 0.0% | 0.0% | 270 | +2 | 10.53% | Q3 2026 | Oct 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.05% | — | -29,969 | -100.0% | Q3 2026 | Nov 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -4,536 | -100.0% | Q3 2026 | Nov 04, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,097 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Clark Wealth Partners | History | New | 13 | 0 | — | — | — | +13 | New | Q3 2026 | Oct 16, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 23, 2026 |
| UMB Private Wealth Management, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 19, 2026 |
| Trium Capital LLP | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 16, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 8 | 0 | — | — | — | +3 | 60.0% | Q3 2026 | Nov 03, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Nov 04, 2026 |
| GK Wealth Management LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 09, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Nov 03, 2026 |
| ASSETMARK, INC | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q3 2026 | Oct 21, 2026 |
| RHL GROUP, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 03, 2026 |
| Davis Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Evolution Advisers, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| True Wealth Design, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LRI Investments, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |