Beacon Financial Corp - BBT
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 | Added to | 12,366,226 | 376,551 | 0.01% | 0.01% | 1 | +184,505 | 1.51% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 5,212,012 | 158,705 | 0.01% | 0.01% | 2 | +78,080 | 1.52% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 5,165,656 | 157,294 | 0.06% | 0.06% | 3 | +53,775 | 1.05% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 5,129,035 | 156,179 | 0.0% | 0.0% | 4 | +375,049 | 7.89% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,955,978 | 150,913 | 0.03% | 0.03% | 5 | +137,456 | 2.85% | Q2 2026 | Aug 11, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 3,936,942 | 119,879 | 0.33% | 0.48% | 6 | -833,610 | -17.47% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 3,761,172 | 114,527 | 0.0% | 0.0% | 7 | -5,012 | -0.13% | Q2 2026 | Aug 13, 2026 |
| Verition Fund Management LLC | History | Added to | 2,403,149 | 73,175 | 0.37% | 0.39% | 8 | +388,127 | 19.26% | Q2 2026 | Aug 14, 2026 |
| HoldCo Asset Management, LP | History | Added to | 2,263,000 | 68,908 | 4.42% | 4.6% | 9 | +202,000 | 9.8% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,160,024 | 65,785 | 0.0% | 0.0% | 10 | +115,664 | 5.66% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 1,665,977 | 50,729 | 0.0% | 0.0% | 11 | +329,778 | 24.68% | Q2 2026 | Aug 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 1,493,023 | 45,462 | 0.06% | 0.08% | 12 | -332,939 | -18.23% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 1,265,827 | 38,544 | 0.01% | 0.01% | 13 | +62,220 | 5.17% | Q2 2026 | Aug 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,063,829 | 32,393 | 0.0% | 0.0% | 14 | +437,725 | 69.91% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 1,060,271 | 32,285 | 0.01% | 0.01% | 15 | +198,888 | 23.09% | Q2 2026 | Aug 11, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 1,060,206 | 32,283 | 0.64% | 0.78% | 16 | -67,650 | -6.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,054,300 | 32,103 | 0.0% | 0.0% | 17 | -35,923 | -3.3% | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | New | 1,051,210 | 32,010 | 0.02% | — | 18 | +1,051,210 | New | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 952,914 | 29,016 | 0.0% | 0.0% | 19 | -470,162 | -33.04% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 910,859 | 27,735 | 0.0% | 0.0% | 20 | +84,380 | 10.21% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 829,367 | 25,254 | 0.01% | 0.01% | 21 | +28,547 | 3.56% | Q2 2026 | Aug 12, 2026 |
| Walleye Capital LLC | History | New | 665,525 | 20,265 | 0.07% | — | 22 | +665,525 | New | Q2 2026 | Aug 03, 2026 |
| STRATEGIC VALUE BANK PARTNERS LLC | History | No change | 623,747 | 18,993 | 13.3% | 10.06% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 573,992 | 17,478 | 0.31% | 0.32% | 24 | +46,846 | 8.89% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 565,685 | 17,225 | 0.0% | 0.0% | 25 | +24,435 | 4.51% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 541,135 | 16,477 | 0.0% | 0.0% | 26 | +13,349 | 2.53% | Q2 2026 | Aug 06, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 475,290 | 14,472 | 0.04% | 0.04% | 27 | +5,510 | 1.17% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 470,517 | 14,327 | 0.01% | 0.02% | 28 | -158,188 | -25.16% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 431,740 | 13,146 | 0.02% | 0.03% | 29 | -138,700 | -24.31% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 406,066 | 12,364 | 0.01% | 0.01% | 30 | -1,265 | -0.31% | Q2 2026 | Aug 04, 2026 |
| Invesco Ltd. | History | Reduced | 403,560 | 12,288 | 0.0% | 0.0% | 31 | -40,575 | -9.14% | Q2 2026 | Aug 14, 2026 |
| Glendon Capital Management LP | History | No change | 381,184 | 11,607 | 1.5% | 1.42% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | Added to | 377,912 | 11,507 | 0.06% | 0.06% | 33 | +46,846 | 14.15% | Q2 2026 | Aug 14, 2026 |
| Bayview Asset Management, LLC | History | Reduced | 364,828 | 11,109 | 2.24% | 4.56% | 34 | -30,000 | -7.6% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 348,478 | 10,454 | 0.0% | 0.0% | 35 | +114,228 | 48.76% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 329,351 | 10,180 | 0.0% | 0.0% | 36 | -18,039 | -5.19% | Q2 2026 | Aug 12, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 331,312 | 10,088 | 0.12% | 0.09% | 37 | +130,285 | 64.81% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 312,492 | 9,515 | 0.07% | 0.03% | 38 | +212,492 | 212.49% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 303,556 | 9,243 | 0.07% | 0.09% | 39 | -14,035 | -4.42% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 288,005 | 8,769 | 0.02% | 0.03% | 40 | -11,854 | -3.95% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 286,141 | 8,712 | 0.0% | 0.0% | 41 | +126,907 | 79.7% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | Reduced | 276,826 | 8,429 | 0.0% | 0.0% | 42 | -146,856 | -34.66% | Q2 2026 | Aug 13, 2026 |
| SummitTX Capital, L.P. | History | Added to | 272,767 | 8,305 | 0.21% | 0.04% | 43 | +227,236 | 499.08% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | New | 271,575 | 8,269 | 0.05% | — | 44 | +271,575 | New | Q2 2026 | Aug 14, 2026 |
| Ategra Capital Management, LLC | History | Reduced | 265,743 | 8,091 | 3.64% | 7.62% | 45 | -245,545 | -48.02% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 237,950 | 7,245 | 0.0% | 0.0% | 46 | -14,335 | -5.68% | Q2 2026 | Aug 14, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 234,900 | 7,152 | 1.3% | 1.54% | 47 | -25,100 | -9.65% | Q2 2026 | Aug 14, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | Added to | 228,394 | 6,954 | 2.46% | 2.32% | 48 | +28,663 | 14.35% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 215,603 | 6,565 | 0.0% | 0.01% | 49 | -23,912 | -9.98% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 215,048 | 6,548 | 0.0% | 0.0% | 50 | +4,234 | 2.01% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 207,997 | 6,333 | 0.0% | 0.0% | 51 | -9,974 | -4.58% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | Added to | 200,243 | 6,097 | 0.09% | 0.09% | 52 | +30,123 | 17.71% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 196,679 | 5,988 | 0.04% | 0.06% | 53 | -47,686 | -19.51% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Added to | 189,026 | 5,755 | 0.0% | 0.0% | 54 | +2,648 | 1.42% | Q2 2026 | Aug 14, 2026 |
| GRACE & WHITE INC /NY | History | No change | 186,349 | 5,674 | 0.9% | 0.99% | 55 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Swiss National Bank | History | Added to | 168,656 | 5,135 | 0.0% | 0.0% | 56 | +2,400 | 1.44% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 157,318 | 4,790 | 0.01% | 0.0% | 57 | +78,244 | 98.95% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 146,823 | 4,470 | 0.01% | 0.01% | 58 | +1,440 | 0.99% | Q2 2026 | Jul 29, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 142,027 | 4,324 | 0.03% | 0.03% | 59 | +20,704 | 17.07% | Q2 2026 | Jul 07, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 132,189 | 4,025 | 0.05% | 0.03% | 60 | +67,739 | 105.1% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 130,623 | 3,978 | 0.0% | 0.0% | 61 | +18,084 | 16.07% | Q2 2026 | Aug 14, 2026 |
| EJF Capital LP | History | Reduced | 128,480 | 3,912 | 2.62% | 3.13% | 62 | -19,673 | -13.28% | Q2 2026 | Aug 13, 2026 |
| HENNESSY ADVISORS INC | History | Added to | 115,000 | 3,501 | 0.11% | 0.12% | 63 | +4,000 | 3.6% | Q2 2026 | Jul 16, 2026 |
| CITIGROUP INC | History | Added to | 102,843 | 3,131 | 0.0% | 0.0% | 64 | +12,411 | 13.72% | Q2 2026 | Aug 03, 2026 |
| Brookstone Capital Management | History | New | 100,119 | 3,048 | 0.03% | — | 65 | +100,119 | New | Q2 2026 | Jul 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 99,200 | 3,020 | 0.0% | 0.0% | 66 | -2,610 | -2.56% | Q2 2026 | Aug 24, 2026 |
| Cutler Capital Management, LLC | History | Added to | 97,306 | 2,962 | 0.77% | 0.63% | 67 | +20,068 | 25.98% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 96,453 | 2,936 | 0.0% | 0.0% | 68 | +9,051 | 10.36% | Q2 2026 | Aug 07, 2026 |
| MARSHALL WACE, LLP | History | Added to | 91,180 | 2,776 | 0.0% | 0.0% | 69 | +76,480 | 520.27% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 86,497 | 2,633 | 0.0% | 0.0% | 70 | +1,185 | 1.39% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 84,384 | 2,569 | 0.0% | 0.0% | 71 | +9,787 | 13.12% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 81,884 | 2,493 | 0.0% | 0.0% | 72 | +32,213 | 64.85% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 80,781 | 2,459 | 0.05% | 0.03% | 73 | +56,422 | 231.63% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 80,023 | 2,436 | 0.0% | 0.0% | 74 | +42,387 | 112.62% | Q2 2026 | Aug 14, 2026 |
| CM Management, LLC | History | Added to | 80,000 | 2,436 | 1.55% | 1.0% | 75 | +40,000 | 100.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | Added to | 74,212 | 2,259 | 0.03% | 0.01% | 76 | +52,523 | 242.16% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 72,943 | 2,221 | 0.0% | 0.0% | 77 | +1,111 | 1.55% | Q2 2026 | Jul 23, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 71,225 | 2,168 | 0.03% | — | 78 | +71,225 | New | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 70,512 | 2,147 | 0.0% | 0.0% | 79 | -1,815 | -2.51% | Q2 2026 | Aug 05, 2026 |
| PMC FIG Opportunities LLC | History | Added to | 68,131 | 2,074 | 3.31% | 1.21% | 80 | +41,935 | 160.08% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 67,514 | 2,056 | 0.0% | 0.0% | 81 | -2,121 | -3.05% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | Added to | 67,429 | 2,053 | 0.0% | 0.0% | 82 | +4,496 | 7.14% | Q2 2026 | Aug 27, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 67,313 | 2,049 | 0.0% | 0.01% | 83 | -20,588 | -23.42% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 65,611 | 1,997 | 0.0% | 0.0% | 84 | -8,212 | -11.12% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 59,745 | 1,819 | 0.01% | 0.01% | 85 | -1,878 | -3.05% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 58,680 | 1,786 | 0.0% | 0.0% | 86 | -1,198 | -2.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 57,307 | 1,744 | 0.0% | 0.0% | 87 | +21,523 | 60.15% | Q2 2026 | Aug 11, 2026 |
| Aquatic Capital Management LLC | History | New | 56,934 | 1,733 | 0.06% | — | 88 | +56,934 | New | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Reduced | 56,125 | 1,709 | 0.0% | 0.0% | 89 | -4,204 | -6.97% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 55,027 | 1,675 | 0.0% | 0.0% | 90 | +40,958 | 291.12% | Q2 2026 | Aug 06, 2026 |
| Clarendon Private LLC | History | Reduced | 50,185 | 1,528 | 0.98% | 1.17% | 91 | -735 | -1.44% | Q2 2026 | Jul 22, 2026 |
| MetLife Investment Management, LLC | History | Added to | 49,610 | 1,510 | 0.01% | 0.01% | 92 | +4,036 | 8.86% | Q2 2026 | Aug 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 49,433 | 1,505 | 0.01% | — | 93 | +49,433 | New | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 46,350 | 1,411 | 0.0% | 0.0% | 94 | +26,759 | 136.59% | Q2 2026 | Aug 11, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 43,644 | 1,328 | 0.01% | 0.02% | 95 | -990 | -2.22% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 43,234 | 1,316 | 0.0% | — | 96 | +43,234 | New | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 42,949 | 1,308 | 0.0% | 0.0% | 97 | +13,231 | 44.52% | Q2 2026 | Aug 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 42,682 | 1,299 | 0.0% | 0.0% | 98 | +29,157 | 215.58% | Q2 2026 | Aug 07, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 40,337 | 1,228 | 0.42% | 0.5% | 99 | +10 | 0.02% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 40,283 | 1,226 | 0.0% | 0.0% | 100 | -869 | -2.11% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 39,691 | 1,208 | 0.0% | 0.0% | 101 | +2,737 | 7.41% | Q2 2026 | Sep 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 39,249 | 1,195 | 0.0% | 0.0% | 102 | +166 | 0.42% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 38,937 | 1,185 | 0.0% | 0.0% | 103 | -17,869 | -31.46% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 37,347 | 1,137 | 0.0% | 0.01% | 104 | -5,632 | -13.1% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 36,814 | 1,120 | 0.01% | 0.0% | 105 | +16,316 | 79.6% | Q2 2026 | Jul 27, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 36,700 | 1,117 | 0.02% | 0.02% | 106 | -500 | -1.34% | Q2 2026 | Jul 21, 2026 |
| Jupiter Topco LLC | History | New | 36,282 | 1,105 | 0.0% | — | 107 | +36,282 | New | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 36,282 | 1,088 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Amundi | History | Reduced | 35,495 | 1,080 | 0.0% | 0.0% | 109 | -14,324 | -28.75% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 35,390 | 1,077 | 0.0% | 0.0% | 110 | +13,890 | 64.6% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 35,351 | 1,076 | 0.0% | 0.0% | 111 | -943 | -2.6% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 34,078 | 1,037 | 0.0% | 0.0% | 112 | -380 | -1.1% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 32,906 | 1,001 | 0.0% | 0.0% | 113 | -30,717 | -48.28% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 32,776 | 998 | 0.0% | 0.0% | 114 | -247 | -0.75% | Q2 2026 | Aug 12, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | New | 30,809 | 942 | 0.0% | — | 115 | +30,809 | New | Q2 2026 | Aug 05, 2026 |
| INCEPTIONR LLC | History | New | 30,775 | 937 | 0.23% | — | 116 | +30,775 | New | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 29,988 | 913 | 0.0% | 0.0% | 118 | +1,700 | 6.01% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 29,991 | 913 | 0.0% | 0.0% | 117 | +1,333 | 4.65% | Q2 2026 | Aug 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 29,860 | 909 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 29,623 | 901 | 0.01% | 0.01% | 120 | -13,758 | -31.71% | Q2 2026 | Jul 20, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 28,699 | 874 | 0.06% | 0.06% | 121 | -2,034 | -6.62% | Q2 2026 | Aug 06, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 26,565 | 808 | 0.0% | 0.0% | 122 | -14,012 | -34.53% | Q2 2026 | Aug 06, 2026 |
| Jain Global LLC | History | New | 26,222 | 798 | 0.0% | — | 123 | +26,222 | New | Q2 2026 | Aug 14, 2026 |
| Select Asset Management & Trust | History | No change | 26,101 | 795 | 0.23% | 0.24% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 25,137 | 765 | 0.01% | 0.01% | 125 | +2,081 | 9.03% | Q2 2026 | Jul 23, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 24,526 | 746 | 0.0% | 0.0% | 126 | +16,278 | 197.36% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 24,489 | 745 | 0.0% | 0.0% | 127 | -2,435 | -9.04% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 23,186 | 706 | 0.0% | 0.0% | 128 | +139 | 0.6% | Q2 2026 | Aug 07, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 23,058 | 702 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 22,553 | 687 | 0.0% | 0.01% | 130 | -1,569 | -6.5% | Q2 2026 | Jul 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 22,351 | 680 | 0.01% | 0.01% | 131 | +54 | 0.24% | Q2 2026 | Jul 16, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 22,100 | 672 | 0.33% | 0.38% | 132 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ALLSTATE CORP | History | New | 21,981 | 669 | 0.01% | — | 133 | +21,981 | New | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | New | 21,617 | 658 | 0.01% | — | 134 | +21,617 | New | Q2 2026 | Aug 06, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 20,783 | 633 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 19,876 | 605 | 0.0% | 0.0% | 136 | -851 | -4.11% | Q2 2026 | Jul 17, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 19,829 | 603 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 19,613 | 597 | 0.0% | 0.0% | 138 | +2,930 | 17.56% | Q2 2026 | Aug 19, 2026 |
| Canton Hathaway, LLC | History | No change | 19,360 | 589 | 0.11% | 0.12% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 19,336 | 588 | 0.0% | 0.0% | 140 | +5,407 | 38.82% | Q2 2026 | Aug 06, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 19,027 | 579 | 0.01% | 0.01% | 141 | -100 | -0.52% | Q2 2026 | Jul 28, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 18,718 | 569 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Callan Family Office, LLC | History | Added to | 18,589 | 566 | 0.01% | 0.01% | 143 | +167 | 0.91% | Q2 2026 | Aug 11, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 18,559 | 565 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 18,341 | 558 | 0.0% | 0.0% | 145 | +7,171 | 64.2% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | New | 18,301 | 557 | 0.0% | — | 146 | +18,301 | New | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | New | 18,200 | 554 | 0.0% | — | 147 | +18,200 | New | Q2 2026 | Jul 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 18,122 | 551 | 0.01% | 0.01% | 149 | -13,345 | -42.41% | Q2 2026 | Aug 10, 2026 |
| STRS OHIO | History | Added to | 18,100 | 551 | 0.0% | 0.0% | 148 | +8,500 | 88.54% | Q2 2026 | Jul 30, 2026 |
| Freestone Grove Partners LP | History | Added to | 17,487 | 532 | 0.0% | — | 150 | +17,486 | 1748600.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 16,906 | 514 | 0.0% | 0.0% | 151 | +15,380 | 1007.86% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 16,625 | 506 | 0.03% | — | 152 | +16,625 | New | Q2 2026 | Aug 03, 2026 |
| DGS Capital Management, LLC | History | No change | 16,663 | 499 | 0.08% | 0.08% | 153 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Watershed Asset Management, L.L.C. | History | Added to | 16,319 | 496 | 0.44% | 0.47% | 154 | +1,090 | 7.16% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 16,107 | 490 | 0.0% | 0.0% | 155 | +1,571 | 10.81% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 16,061 | 489 | 0.0% | 0.0% | 156 | +5,637 | 54.08% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 16,275 | 488 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 15,578 | 474 | 0.0% | 0.0% | 158 | -201,033 | -92.81% | Q2 2026 | Aug 07, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Added to | 15,272 | 465 | 0.22% | 0.21% | 159 | +2,155 | 16.43% | Q2 2026 | Jul 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 14,977 | 456 | 0.0% | 0.01% | 160 | -22,714 | -60.26% | Q2 2026 | Aug 11, 2026 |
| JMN Financial LLC | History | Reduced | 14,760 | 449 | 0.35% | 0.49% | 161 | -1,734 | -10.51% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 14,711 | 447 | 0.0% | 0.0% | 162 | -158 | -1.06% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | No change | 14,893 | 446 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 14,221 | 433 | 0.02% | 0.02% | 164 | -1,198 | -7.77% | Q2 2026 | Aug 10, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 13,842 | 421 | 0.0% | 0.02% | 165 | -140,523 | -91.03% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Reduced | 13,513 | 411 | 0.0% | 0.01% | 166 | -544 | -3.87% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 13,119 | 399 | 0.0% | 0.0% | 167 | -9,257 | -41.37% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 12,639 | 384 | 0.0% | 0.0% | 168 | +1,028 | 8.85% | Q2 2026 | Aug 12, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 12,191 | 371 | 0.01% | 0.01% | 169 | -145 | -1.18% | Q2 2026 | Jul 30, 2026 |
| ProShare Advisors LLC | History | Reduced | 12,137 | 369 | 0.0% | 0.0% | 170 | -841 | -6.48% | Q2 2026 | Aug 11, 2026 |
| Pictet Asset Management Holding SA | History | No change | 12,114 | 368 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Neuberger Berman Group LLC | History | Added to | 12,006 | 365 | 0.0% | 0.0% | 172 | +37 | 0.31% | Q2 2026 | Aug 13, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 11,558 | 352 | 0.03% | 0.03% | 173 | -22 | -0.19% | Q2 2026 | Jul 20, 2026 |
| DRW Securities, LLC | History | Reduced | 11,473 | 349 | 0.01% | 0.01% | 174 | -18,333 | -61.51% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | Added to | 11,364 | 348 | 0.0% | 0.0% | 175 | +1,542 | 15.7% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,218 | 341 | 0.0% | 0.0% | 177 | -64,684 | -85.22% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 11,224 | 341 | 0.0% | 0.0% | 176 | -1,638 | -12.74% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,186 | 337 | 0.0% | 0.0% | 178 | -223 | -1.95% | Q2 2026 | Jul 15, 2026 |
| Entropy Technologies, LP | History | New | 10,605 | 322 | 0.01% | — | 179 | +10,605 | New | Q2 2026 | Aug 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 10,458 | 318 | 0.02% | 0.02% | 180 | -202 | -1.89% | Q2 2026 | Jul 29, 2026 |
| Financial Planning Hawaii, Inc. | History | No change | 10,380 | 316 | 0.17% | 0.18% | 181 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ELCO Management Co., LLC | History | Added to | 10,272 | 312 | 0.13% | 0.12% | 182 | +2,036 | 24.72% | Q2 2026 | Aug 10, 2026 |
| Beacon Bank & Trust | History | Reduced | 10,140 | 308 | 0.06% | 0.06% | 183 | -200 | -1.93% | Q2 2026 | Aug 03, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 9,840 | 299 | 0.01% | 0.01% | 184 | -2,814 | -22.24% | Q2 2026 | Jul 08, 2026 |
| Slocum, Gordon & Co LLP | History | No change | 9,696 | 295 | 0.2% | 0.2% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 9,633 | 293 | 0.03% | — | 186 | +9,633 | New | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 9,599 | 292 | 0.0% | 0.0% | 187 | +7 | 0.07% | Q2 2026 | Aug 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 9,460 | 288 | 0.01% | 0.01% | 188 | -1,383 | -12.75% | Q2 2026 | Jul 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 9,124 | 277 | 0.0% | 0.0% | 189 | -333 | -3.52% | Q2 2026 | Aug 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 9,089 | 276 | 0.0% | 0.0% | 190 | -616 | -6.35% | Q2 2026 | Aug 10, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 8,957 | 272 | 0.02% | 0.01% | 191 | +1,862 | 26.24% | Q2 2026 | Aug 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,909 | 271 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XPONANCE LLC | History | Added to | 8,628 | 262 | 0.0% | 0.0% | 193 | +739 | 9.37% | Q2 2026 | Aug 10, 2026 |
| HANCOCK WHITNEY CORP | History | New | 8,527 | 259 | 0.0% | — | 194 | +8,527 | New | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | New | 8,502 | 258 | 0.0% | — | 195 | +8,502 | New | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | No change | 8,089 | 256 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,119 | 247 | 0.0% | 0.0% | 197 | +32 | 0.4% | Q2 2026 | Jul 28, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 8,002 | 243 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Asset Management Inc | History | Reduced | 7,824 | 238 | 0.0% | 0.0% | 199 | -435 | -5.27% | Q2 2026 | Aug 03, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 7,844 | 238 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 7,867 | 236 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 7,735 | 235 | 0.01% | 0.01% | 202 | +769 | 11.04% | Q2 2026 | Aug 13, 2026 |
| PLIMOTH TRUST CO LLC | History | No change | 7,604 | 231 | 0.05% | 0.05% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Select Advisors, LLC | History | Added to | 7,574 | 230 | 0.1% | 0.14% | 204 | +234 | 3.19% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY TRUST CO | History | No change | 7,478 | 227 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 7,416 | 225 | 0.0% | 0.0% | 206 | -20,808 | -73.72% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 7,334 | 223 | 0.01% | 0.01% | 207 | -653 | -8.18% | Q2 2026 | Aug 11, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 7,000 | 213 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 6,860 | 208 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 6,682 | 203 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| South Dakota Investment Council | History | Reduced | 6,252 | 190 | 0.0% | 0.0% | 211 | -100 | -1.57% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,113 | 186 | 0.0% | 0.0% | 212 | +42 | 0.69% | Q2 2026 | Aug 11, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 5,764 | 178 | 0.0% | 0.0% | 213 | +342 | 6.31% | Q2 2026 | Jul 29, 2026 |
| ST GERMAIN D J CO INC | History | No change | 5,375 | 163 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 5,031 | 153 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 5,007 | 152 | 0.0% | 0.0% | 216 | -542 | -9.77% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 4,722 | 143 | 0.01% | 0.01% | 217 | +25 | 0.53% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 3,912 | 119 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | No change | 3,519 | 107 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 3,428 | 104 | 0.0% | 0.0% | 220 | +89 | 2.67% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,211 | 97 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,074 | 93 | 0.0% | 0.0% | 222 | -342 | -10.01% | Q2 2026 | Jul 17, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | New | 3,000 | 91 | 0.02% | — | 223 | +3,000 | New | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | Added to | 2,955 | 89 | 0.0% | 0.0% | 224 | +2,835 | 2362.5% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,719 | 82 | 0.0% | 0.0% | 225 | -501 | -15.56% | Q2 2026 | Jul 21, 2026 |
| Quantum Portfolio Management LLC | History | New | 2,618 | 79 | 0.03% | — | 226 | +2,618 | New | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,572 | 78 | 0.01% | 0.01% | 227 | +60 | 2.39% | Q2 2026 | Jul 02, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 2,337 | 71 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | New | 2,287 | 69 | 0.0% | — | 229 | +2,287 | New | Q2 2026 | Aug 06, 2026 |
| State of Wyoming | History | New | 2,097 | 63 | 0.01% | — | 231 | +2,097 | New | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,076 | 63 | 0.0% | 0.0% | 230 | -36 | -1.7% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 1,933 | 58 | 0.0% | 0.0% | 232 | +24 | 1.26% | Q2 2026 | Jul 07, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 1,893 | 57 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,409 | 44 | 0.0% | 0.0% | 234 | +330 | 30.58% | Q2 2026 | Aug 14, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 1,447 | 44 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,430 | 43 | 0.0% | 0.0% | 236 | -1,332 | -48.23% | Q2 2026 | Jul 28, 2026 |
| NBT BANK, N.A. | History | Added to | 1,399 | 42 | 0.0% | 0.0% | 237 | +16 | 1.16% | Q2 2026 | Jul 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,382 | 42 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| New Age Alpha Advisors, LLC | History | New | 1,364 | 41 | 0.0% | — | 239 | +1,364 | New | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | New | 1,346 | 40 | 0.0% | — | 240 | +1,346 | New | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,216 | 37 | 0.0% | 0.0% | 241 | -188 | -13.39% | Q2 2026 | Aug 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 1,140 | 34 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 1,042 | 32 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 966 | 29 | 0.0% | 0.0% | 244 | -159 | -14.13% | Q2 2026 | Aug 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 945 | 28 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 896 | 27 | 0.0% | 0.0% | 246 | -322 | -26.44% | Q2 2026 | Jul 24, 2026 |
| Nykredit A/S | History | New | 802 | 24 | 0.0% | — | 247 | +802 | New | Q2 2026 | Sep 08, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 771 | 23 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | No change | 728 | 22 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 709 | 21 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Optiver Holding B.V. | History | New | 660 | 20 | 0.0% | — | 251 | +660 | New | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 605 | 18 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 583 | 17 | 0.0% | 0.0% | 253 | +93 | 18.98% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 504 | 15 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 487 | 14 | 0.0% | 0.0% | 255 | +276 | 130.81% | Q2 2026 | Aug 13, 2026 |
| Coastline Trust Co | History | No change | 491 | 14 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | Added to | 428 | 13 | 0.0% | 0.0% | 257 | +62 | 16.94% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 410 | 12 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | Added to | 363 | 11 | 0.01% | — | 261 | +356 | 5085.71% | Q2 2026 | Aug 07, 2026 |
| Bare Financial Services, Inc | History | Added to | 373 | 11 | 0.0% | 0.0% | 262 | +156 | 71.89% | Q2 2026 | Jul 27, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 348 | 11 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avalon Trust Co | History | No change | 371 | 11 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 351 | 10 | 0.0% | 0.0% | 264 | -262 | -42.74% | Q2 2026 | Jul 27, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 336 | 10 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vision Retirement, LLC | History | No change | 309 | 9 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Essential Partners LLC | History | Reduced | 280 | 8 | 0.0% | 0.01% | 266 | -663 | -70.31% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 236 | 7 | 0.0% | 0.0% | 267 | -22 | -8.53% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | Added to | 233 | 7 | 0.0% | 0.0% | 268 | +5 | 2.19% | Q2 2026 | Aug 11, 2026 |
| Fulcrum Asset Management LLP | History | New | 204 | 6 | 0.0% | — | 270 | +204 | New | Q2 2026 | Aug 18, 2026 |
| True Wealth Design, LLC | History | No change | 221 | 6 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 189 | 5 | 0.0% | 0.0% | 272 | -822 | -81.31% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Added to | 178 | 5 | 0.0% | 0.0% | 273 | +94 | 111.9% | Q2 2026 | Aug 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 193 | 5 | 0.0% | 0.0% | 271 | -72 | -27.17% | Q2 2026 | Jul 02, 2026 |
| Neo Ivy Capital Management | History | Reduced | 152 | 4 | 0.0% | 0.06% | 275 | -7,290 | -97.96% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 147 | 4 | 0.0% | 0.0% | 274 | +57 | 63.33% | Q2 2026 | Aug 05, 2026 |
| Torren Management, LLC | History | No change | 148 | 4 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 3 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 110 | 3 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quarry LP | History | New | 78 | 2 | 0.0% | — | 281 | +78 | New | Q2 2026 | Aug 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 75 | 2 | 0.0% | — | 280 | +75 | New | Q2 2026 | Aug 04, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 85 | 2 | 0.0% | 0.0% | 279 | -44 | -34.11% | Q2 2026 | Sep 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 45 | 1 | 0.0% | — | 286 | +45 | New | Q2 2026 | Aug 12, 2026 |
| Evolution Advisers, Inc. | History | New | 33 | 1 | 0.0% | — | 287 | +33 | New | Q2 2026 | Jul 31, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 55 | 1 | 0.0% | 0.0% | 282 | -12 | -17.91% | Q2 2026 | Aug 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 48 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | No change | 50 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 59 | 1 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Azora Capital LP | History | Closed out | 0 | 0 | — | 6.19% | — | -3,137,941 | -100.0% | Q2 2026 | Aug 14, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -181,363 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.13% | — | -165,640 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -152,280 | -100.0% | Q2 2026 | Aug 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.29% | — | -110,760 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Artemis Investment Management LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -78,213 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -57,848 | -100.0% | Q2 2026 | Aug 12, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -48,566 | -100.0% | Q2 2026 | Aug 07, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -36,059 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -29,461 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,358 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,219 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Closed out | 0 | 0 | — | 0.01% | — | -23,825 | -100.0% | Q2 2026 | Aug 12, 2026 |