BANK BRADESCO - BBD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aquamarine Financial (Cayman) Ltd | History | No change | 186,948,134 | 649,020 | 35.83% | 35.83% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARGA Investment Management, LP | History | Added to | 82,243,666 | 289,497 | 7.35% | 6.26% | 2 | +11,525,758 | 16.3% | Q3 2026 | Oct 30, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 73,499,659 | 255,043 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 70,716,729 | 245,387 | 0.11% | 0.11% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 61,519,822 | 213,473 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 51,497,981 | 178,697 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 48,473,182 | 168,198 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Acuitas Investments, LLC | History | No change | 44,400 | 154,290 | 10.82% | 10.82% | 8 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BlackRock, Inc. | History | No change | 43,520,530 | 150,997 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 42,672,528 | 147,845 | 2.81% | 2.81% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 41,479,480 | 143,933 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILLIE GIFFORD & CO | History | No change | 34,838,542 | 120,889 | 0.11% | 0.11% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 33,842,585 | 119,031 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 31,169,059 | 108,156 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 27,803,593 | 96,478 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 26,912,012 | 93,384 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EARNEST PARTNERS LLC | History | No change | 22,942,199 | 79,609 | 0.29% | 0.29% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 22,828,087 | 79,213 | 0.12% | 0.12% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 18,735,839 | 65,013 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 17,095,421 | 59,150 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 14,665,087 | 50,813 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 13,916,855 | 48,569 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 13,413,039 | 46,543 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 12,505,860 | 43,395 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 12,481,466 | 43,310 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 12,140,483 | 42,127 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 11,515,564 | 41,561 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 11,021,435 | 38,244 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 9,628,742 | 33,411 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Added to | 8,814,790 | 31,028 | 0.01% | 0.0% | 30 | +8,521,255 | 2902.98% | Q3 2026 | Nov 04, 2026 |
| Qube Research & Technologies Ltd | History | No change | 8,902,294 | 30,890 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPX Gestao de Recursos Ltda | History | No change | 8,863,299 | 30,755 | 3.42% | 3.42% | 32 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Moerus Capital Management LLC | History | No change | 8,329,722 | 28,904 | 12.88% | 12.88% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAMCO INC /NY/ | History | No change | 7,302,361 | 25,339 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 6,653,895 | 23,069 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 6,162,116 | 21,382 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,948,841 | 20,591 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 5,825,319 | 20,215 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 5,391,767 | 18,709 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 5,321,870 | 18,466 | 0.1% | 0.1% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,158,901 | 17,901 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,960,448 | 17,161 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Optiver Holding B.V. | History | No change | 4,884,142 | 16,947 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,506,196 | 15,552 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 4,358,496 | 15,129 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,757,882 | 14,521 | 0.07% | 0.07% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 4,054,312 | 14,271 | 0.02% | 0.02% | 47 | -508,958 | -11.15% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | No change | 4,069,210 | 14,120 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 4,054,139 | 14,067 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Tredje AP-fonden | History | No change | 3,485,119 | 12,093 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 3,473,904 | 12,050 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 3,103,748 | 10,754 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perpetual Ltd | History | Reduced | 2,994,402 | 10,540 | 0.16% | 0.18% | 53 | -605,532 | -16.82% | Q3 2026 | Oct 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,852,859 | 10,023 | 0.0% | 0.0% | 54 | +123,510 | 4.53% | Q3 2026 | Nov 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,826,694 | 9,808 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 2,696,897 | 9,358 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 2,508,763 | 8,755 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Promethos Capital, LLC | History | No change | 2,470,052 | 8,571 | 2.33% | 2.33% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boston Partners | History | No change | 2,108,389 | 7,316 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Point72 Asset Management, L.P. | History | No change | 2,073,726 | 7,195 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 1,977,980 | 7,150 | 1.02% | 1.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HRT FINANCIAL LP | History | No change | 2,011,382 | 6,964 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 1,936,420 | 6,506 | 0.01% | 0.0% | 63 | +1,193,000 | 160.47% | Q3 2026 | Oct 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,860,623 | 6,456 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 1,836,431 | 6,372 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,631,637 | 5,743 | 0.01% | 0.01% | 66 | +662,158 | 68.3% | Q3 2026 | Nov 05, 2026 |
| Truffle Hound Capital, LLC | History | No change | 1,500,000 | 5,205 | 1.11% | 1.11% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,111,119 | 3,855 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Euro Pacific Asset Management, LLC | History | Added to | 1,136,944 | 3,742 | 0.31% | 0.44% | 69 | +35,164 | 3.19% | Q3 2026 | Oct 13, 2026 |
| Nykredit A/S | History | No change | 1,032,539 | 3,582 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 839,433 | 2,912 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 800,470 | 2,694 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 667,441 | 2,316 | 0.15% | 0.15% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aquatic Capital Management LLC | History | No change | 647,411 | 2,246 | 0.08% | 0.08% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 625,976 | 2,172 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 623,796 | 2,165 | 0.07% | 0.07% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 629,600 | 2,140 | 0.59% | 0.59% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STRS OHIO | History | Reduced | 566,532 | 1,994 | 0.01% | 0.01% | 78 | -17,914 | -3.07% | Q3 2026 | Oct 30, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 565,759 | 1,963 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 524,086 | 1,818 | 0.11% | 0.11% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | No change | 521,759 | 1,810 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | No change | 502,200 | 1,742 | 0.06% | 0.06% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 486,435 | 1,712 | 0.0% | 0.0% | 83 | -9,000 | -1.82% | Q3 2026 | Oct 29, 2026 |
| Artemis Investment Management LLP | History | No change | 481,872 | 1,696 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 488,038 | 1,693 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | No change | 473,130 | 1,641 | 0.34% | 0.34% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vident Advisory, LLC | History | No change | 467,644 | 1,622 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 465,235 | 1,614 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 424,943 | 1,474 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 394,802 | 1,369 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 388,313 | 1,366 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| MONECO ADVISORS, LLC | History | No change | 375,813 | 1,322 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Caprock Group, LLC | History | No change | 412,844 | 1,299 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 367,598 | 1,293 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Mariner, LLC | History | No change | 374,737 | 1,281 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 366,625 | 1,272 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 367,233 | 1,272 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 366,802 | 1,272 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABS Investment Management LLC | History | No change | 366,000 | 1,270 | 0.8% | 0.8% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Banco Santander, S.A. | History | No change | 363,646 | 1,261 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 364,258 | 1,261 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 343,537 | 1,192 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Squarepoint Ops LLC | History | No change | 327,514 | 1,136 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 306,598 | 1,063 | 0.09% | 0.09% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 296,053 | 1,030 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 291,000 | 1,024 | 0.01% | 0.01% | 106 | +10,500 | 3.74% | Q3 2026 | Oct 26, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 288,431 | 1,015 | 0.03% | 0.03% | 107 | -13,177 | -4.37% | Q3 2026 | Oct 28, 2026 |
| Creative Planning | History | Added to | 287,438 | 1,011 | 0.0% | 0.0% | 108 | +149,384 | 108.21% | Q3 2026 | Nov 02, 2026 |
| LVW Advisors, LLC | History | Added to | 315,572 | 971 | 0.08% | 0.04% | 109 | +145,285 | 85.32% | Q3 2026 | Oct 19, 2026 |
| Pavaki Capital Management LLC | History | No change | 264,336 | 930 | 0.32% | 0.32% | 110 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 295,276 | 918 | 0.01% | 0.01% | 111 | +38,388 | 14.94% | Q3 2026 | Nov 05, 2026 |
| Bleakley Financial Group, LLC | History | No change | 241,582 | 838 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 270,931 | 834 | 0.04% | 0.04% | 113 | +43,300 | 19.02% | Q3 2026 | Oct 20, 2026 |
| Employees Retirement System of Texas | History | No change | 233,819 | 811 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 233,681 | 789 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 223,038 | 763 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SG Americas Securities, LLC | History | No change | 211,658 | 734 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantbot Technologies LP | History | No change | 209,226 | 726 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 195,939 | 689 | 0.15% | 0.15% | 119 | +2,021 | 1.04% | Q3 2026 | Oct 08, 2026 |
| VPR Management LLC | History | No change | 187,900 | 652 | 0.26% | 0.26% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 179,606 | 622 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Compound Planning, Inc. | History | Reduced | 167,261 | 583 | 0.01% | 0.02% | 122 | -4,927 | -2.86% | Q3 2026 | Nov 05, 2026 |
| S-Bank Fund Management Ltd | History | No change | 165,000 | 572 | 0.08% | 0.08% | 123 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 163,460 | 567 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 160,918 | 566 | 0.01% | 0.01% | 125 | -26,294 | -14.05% | Q3 2026 | Oct 21, 2026 |
| Tidal Investments LLC | History | No change | 160,721 | 557 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 149,493 | 518 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 144,900 | 502 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 141,926 | 492 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 141,628 | 491 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Affirmative Financial Network | History | New | 144,124 | 479 | 0.1% | — | 131 | +144,124 | New | Q3 2026 | Oct 21, 2026 |
| Vise Technologies, Inc. | History | New | 130,322 | 458 | 0.0% | — | 132 | +130,322 | New | Q3 2026 | Oct 28, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 144,036 | 443 | 0.05% | 0.04% | 133 | +15,876 | 12.39% | Q3 2026 | Nov 04, 2026 |
| R Squared Ltd | History | No change | 123,099 | 427 | 0.22% | 0.22% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | No change | 122,585 | 425 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Henshaw Capital LLC | History | No change | 111,907 | 393 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 110,463 | 383 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 108,274 | 375 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 106,163 | 368 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 103,150 | 363 | 0.0% | 0.0% | 140 | -154,819 | -60.01% | Q3 2026 | Oct 28, 2026 |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | History | No change | 104,208 | 362 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighVista Strategies LLC | History | No change | 103,132 | 357 | 0.08% | 0.08% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 113,446 | 349 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 98,177 | 340 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 93,938 | 325 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Net Worth Advisory Group | History | Added to | 91,190 | 320 | 0.08% | 0.06% | 146 | +17,342 | 23.48% | Q3 2026 | Oct 19, 2026 |
| GeoWealth Management, LLC | History | No change | 87,208 | 302 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PCM Encore, LLC | History | No change | 86,205 | 299 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 81,506 | 282 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Eurizon Asset Management Slovakia, sprav. spol., a.s. | History | No change | 80,223 | 278 | 6.94% | 6.94% | 150 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BLI - Banque de Luxembourg Investments | History | No change | 78,000 | 273 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 74,629 | 261 | 0.0% | 0.0% | 152 | +3,571 | 5.03% | Q3 2026 | Nov 04, 2026 |
| Graham Capital Management, L.P. | History | No change | 75,044 | 260 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 74,000 | 256 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 76,767 | 252 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Candriam S.C.A. | History | No change | 69,650 | 246 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Atria Investments, Inc | History | Added to | 68,933 | 242 | 0.0% | 0.0% | 157 | +4,811 | 7.5% | Q3 2026 | Oct 15, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | No change | 69,238 | 240 | 0.12% | 0.12% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 69,580 | 240 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Walleye Capital LLC | History | No change | 68,343 | 237 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jump Financial, LLC | History | No change | 68,344 | 237 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 67,227 | 236 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 67,227 | 232 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 62,146 | 229 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tuttle Capital Management, LLC | History | New | 62,376 | 227 | 0.1% | — | 167 | +62,376 | New | Q3 2026 | Oct 21, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 64,544 | 227 | 0.01% | 0.01% | 166 | +1,543 | 2.45% | Q3 2026 | Oct 13, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 65,521 | 227 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 63,948 | 225 | 0.0% | 0.0% | 168 | -1,789 | -2.72% | Q3 2026 | Oct 16, 2026 |
| M&T BANK CORP | History | No change | 64,585 | 224 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GLOBAL STRATEGIC MANAGEMENT INC | History | New | 62,500 | 221 | 0.17% | — | 170 | +62,500 | New | Q3 2026 | Oct 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 63,265 | 219 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| South Shore Capital Advisors | History | Reduced | 61,721 | 217 | 0.15% | 0.16% | 172 | -8,514 | -12.12% | Q3 2026 | Oct 20, 2026 |
| Cerity Partners LLC | History | No change | 61,130 | 212 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 56,971 | 200 | 0.0% | 0.0% | 174 | -5,732 | -9.14% | Q3 2026 | Nov 05, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 56,855 | 195 | 0.01% | 0.01% | 175 | +3,513 | 6.59% | Q3 2026 | Oct 28, 2026 |
| Cetera Investment Advisers | History | No change | 60,029 | 193 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 54,664 | 189 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 52,972 | 186 | 0.0% | 0.0% | 178 | -60,555 | -53.34% | Q3 2026 | Nov 05, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 44,193 | 155 | 0.05% | 0.05% | 179 | +1,522 | 3.57% | Q3 2026 | Oct 23, 2026 |
| J.Safra Asset Management Corp | History | No change | 42,765 | 150 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| PDS Planning, Inc | History | Added to | 42,514 | 149 | 0.01% | 0.01% | 181 | +164 | 0.39% | Q3 2026 | Nov 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 42,855 | 148 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Inspire Advisors, LLC | History | No change | 39,386 | 136 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Headlands Technologies LLC | History | No change | 38,795 | 134 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walleye Trading LLC | History | No change | 37,000 | 128 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pathstone Holdings, LLC | History | No change | 36,136 | 125 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MQS Management LLC | History | No change | 35,188 | 122 | 0.15% | 0.15% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 33,577 | 116 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Frec Markets, Inc. | History | No change | 34,022 | 112 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 31,236 | 108 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 33,601 | 108 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Inspire Investing, LLC | History | Added to | 30,565 | 107 | 0.0% | 0.0% | 192 | +4,408 | 16.85% | Q3 2026 | Oct 22, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 29,874 | 105 | 0.01% | 0.01% | 193 | +170 | 0.57% | Q3 2026 | Oct 09, 2026 |
| XXI WEALTH, LLC | History | Added to | 33,666 | 103 | 0.04% | 0.02% | 195 | +20,519 | 156.07% | Q3 2026 | Oct 22, 2026 |
| Traveka Wealth, LLC | History | Reduced | 29,400 | 103 | 0.03% | 0.04% | 194 | -1,362 | -4.43% | Q3 2026 | Oct 19, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 29,564 | 97 | 0.04% | 0.04% | 196 | -5,619 | -15.97% | Q3 2026 | Oct 26, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 27,031 | 95 | 0.0% | 0.0% | 197 | +5,167 | 23.63% | Q3 2026 | Oct 22, 2026 |
| Ascent Group, LLC | History | Reduced | 30,579 | 94 | 0.0% | 0.0% | 198 | -6,963 | -18.55% | Q3 2026 | Oct 30, 2026 |
| MATTERS CAPITAL LLC | History | No change | 31,504 | 94 | 0.07% | 0.07% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 26,000 | 90 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 25,509 | 89 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 26,088 | 87 | 0.0% | 0.0% | 202 | +6,573 | 33.68% | Q3 2026 | Oct 26, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 24,220 | 84 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plan A Wealth LLC | History | Added to | 23,327 | 82 | 0.03% | 0.03% | 204 | +4,224 | 22.11% | Q3 2026 | Oct 08, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 23,570 | 81 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 23,046 | 77 | 0.0% | 0.0% | 206 | -11,446 | -33.18% | Q3 2026 | Oct 08, 2026 |
| Merit Financial Group, LLC | History | No change | 21,998 | 76 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 24,166 | 72 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| West Family Investments, Inc. | History | No change | 20,826 | 72 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keebeck Wealth Management | History | No change | 20,234 | 70 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marex Group Ltd | History | No change | 20,119 | 69 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | Reduced | 19,463 | 65 | 0.0% | 0.0% | 212 | -87 | -0.45% | Q3 2026 | Oct 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 18,775 | 65 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 18,500 | 64 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sivia Capital Partners, LLC | History | No change | 18,238 | 63 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 20,370 | 62 | 0.01% | 0.01% | 216 | +6,302 | 44.8% | Q3 2026 | Oct 16, 2026 |
| Kestra Advisory Services, LLC | History | New | 17,411 | 61 | 0.0% | — | 218 | +17,411 | New | Q3 2026 | Nov 02, 2026 |
| Engineers Gate Manager LP | History | No change | 17,787 | 61 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 17,798 | 60 | 0.0% | 0.0% | 219 | +9,965 | 127.22% | Q3 2026 | Oct 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 17,519 | 60 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 17,201 | 59 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cypress Point Wealth Management, LLC | History | New | 18,609 | 57 | 0.01% | — | 222 | +18,609 | New | Q3 2026 | Nov 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,873 | 55 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Advisors Asset Management, Inc. | History | No change | 16,136 | 55 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballentine Partners, LLC | History | No change | 16,076 | 55 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 15,656 | 54 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 15,000 | 52 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 16,641 | 51 | 0.0% | 0.0% | 228 | -1,459 | -8.06% | Q3 2026 | Nov 03, 2026 |
| Metis Global Partners, LLC | History | No change | 14,593 | 50 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Wyoming | History | Reduced | 14,133 | 49 | 0.0% | 0.01% | 231 | -2,520 | -15.13% | Q3 2026 | Oct 28, 2026 |
| XPONANCE LLC | History | Reduced | 14,057 | 49 | 0.0% | 0.0% | 230 | -7 | -0.05% | Q3 2026 | Nov 03, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 13,701 | 48 | 0.01% | 0.01% | 233 | +2,781 | 25.47% | Q3 2026 | Oct 01, 2026 |
| AVIVA PLC | History | No change | 14,068 | 48 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 10,641 | 45 | 0.0% | — | 234 | +10,641 | New | Q3 2026 | Oct 13, 2026 |
| Tenzing Financial LLC | History | Reduced | 11,370 | 44 | 0.03% | 0.03% | 235 | -1,562 | -12.08% | Q3 2026 | Nov 03, 2026 |
| GAMMA Investing LLC | History | Added to | 12,303 | 43 | 0.0% | 0.0% | 237 | +715 | 6.17% | Q3 2026 | Oct 08, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 12,326 | 43 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| NewEdge Wealth, LLC | History | No change | 12,115 | 42 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 11,728 | 40 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,779 | 40 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wayfinding Financial, LLC | History | No change | 13,536 | 40 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 11,443 | 39 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 11,317 | 39 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| rebel Financial LLC | History | New | 10,791 | 38 | 0.02% | — | 244 | +10,791 | New | Q3 2026 | Nov 03, 2026 |
| Waverly Advisors, LLC | History | No change | 10,493 | 36 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grove Bank & Trust | History | Reduced | 10,191 | 35 | 0.0% | 0.0% | 246 | -34 | -0.33% | Q3 2026 | Oct 08, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 10,259 | 35 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| One Wealth Advisors, LLC | History | No change | 11,289 | 33 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 11,120 | 33 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 8,387 | 29 | 0.0% | 0.0% | 250 | -18 | -0.21% | Q3 2026 | Nov 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 8,189 | 28 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,751 | 19 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,317 | 18 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Activest Wealth Management | History | Reduced | 4,890 | 17 | 0.0% | 0.0% | 254 | -726 | -12.93% | Q3 2026 | Oct 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,649 | 16 | 0.0% | 0.0% | 255 | -11,505 | -71.22% | Q3 2026 | Nov 05, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 1,980 | 16 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 4,042 | 14 | 0.0% | 0.01% | 257 | -27,114 | -87.03% | Q3 2026 | Oct 29, 2026 |
| Elequin Capital, LP | History | No change | 3,819 | 13 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Byrne Asset Management LLC | History | No change | 63 | 13 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| GK Wealth Management LLC | History | New | 3,424 | 12 | 0.01% | — | 261 | +3,424 | New | Q3 2026 | Oct 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,592 | 12 | 0.0% | 0.0% | 260 | +1,791 | 99.44% | Q3 2026 | Nov 03, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 2,877 | 10 | 0.0% | 0.0% | 263 | -1,132 | -28.24% | Q3 2026 | Oct 19, 2026 |
| Triumph Capital Management | History | No change | 2,900 | 10 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Sterling Capital Management LLC | History | No change | 2,284 | 8 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Arax Advisory Partners | History | No change | 2,363 | 7 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,862 | 6 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,000 | 5 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,490 | 4 | 0.0% | 0.0% | 268 | -12,794 | -89.57% | Q3 2026 | Oct 21, 2026 |
| WPG Advisers, LLC | History | No change | 1,218 | 4 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Downshift Financial, LLC | History | No change | 1,442 | 4 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,033 | 3 | 0.0% | 0.0% | 272 | -54,709 | -98.15% | Q3 2026 | Oct 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 886 | 3 | 0.0% | 0.0% | 271 | -1,301 | -59.49% | Q3 2026 | Oct 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 590 | 2 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 595 | 2 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 750 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | New | 561 | 1 | 0.0% | — | 287 | +561 | New | Q3 2026 | Oct 21, 2026 |
| Ascentis Wealth Management, LLC | History | New | 384 | 1 | 0.0% | — | 289 | +384 | New | Q3 2026 | Nov 03, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 375 | 1 | 0.0% | — | 288 | +375 | New | Q3 2026 | Oct 15, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 564 | 1 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 348 | 1 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 553 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 312 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 395 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| West Financial Advisors, LLC | History | No change | 300 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Creative Capital Management Investments LLC | History | No change | 478 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Park Place Capital Corp | History | No change | 326 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dogwood Wealth Management LLC | History | No change | 587 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Boreal Capital Management LLC | History | No change | 508 | 1 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Benson Wealth Management INC | History | No change | 571 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Carrhae Capital LLP | History | Closed out | 0 | 0 | — | 0.43% | — | -4,484,271 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.06% | — | -479,288 | -100.0% | Q3 2026 | Oct 29, 2026 |
| ALTFEST L J & CO INC | History | Closed out | 0 | 0 | — | 0.08% | — | -251,431 | -100.0% | Q3 2026 | Oct 27, 2026 |
| BARINGS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -226,608 | -100.0% | Q3 2026 | Oct 22, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -73,944 | -100.0% | Q3 2026 | Nov 03, 2026 |
| iA Global Asset Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -50,672 | -100.0% | Q3 2026 | Oct 29, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -40,000 | -100.0% | Q3 2026 | Oct 15, 2026 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,706 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,142 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Impact Investors, Inc | History | Closed out | 0 | 0 | — | 0.06% | — | -23,346 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Hilltop National Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -20,373 | -100.0% | Q3 2026 | Oct 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,222 | -100.0% | Q3 2026 | Oct 22, 2026 |
| IPG Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,576 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,009 | -100.0% | Q3 2026 | Nov 03, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,194 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,900 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,422 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Financial Planning Navigators CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,114 | -100.0% | Q3 2026 | Oct 14, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,082 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Silver Grove Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -895 | -100.0% | Q3 2026 | Nov 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -802 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -330 | -100.0% | Q3 2026 | Oct 20, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | — | — | -208 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 196 | 0 | — | — | — | +196 | New | Q3 2026 | Oct 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 170 | 0 | — | — | — | +170 | New | Q3 2026 | Nov 05, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 132 | 0 | — | — | — | +132 | New | Q3 2026 | Oct 23, 2026 |
| Oakworth Capital, Inc. | History | New | 130 | 0 | — | — | — | +130 | New | Q3 2026 | Oct 26, 2026 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -104 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -87 | -100.0% | Q3 2026 | Oct 26, 2026 |
| SIGNATUREFD, LLC | History | Added to | 212 | 0 | — | — | — | +55 | 35.03% | Q3 2026 | Oct 23, 2026 |
| MATHER GROUP, LLC. | History | Added to | 173 | 0 | — | — | — | +1 | 0.58% | Q3 2026 | Oct 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 112 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 231 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 157 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Versant Capital Management, Inc | History | No change | 83 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| High Note Wealth, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 187 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 237 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 76 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |