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.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 12,366,226 | 376,551 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 5,212,012 | 158,705 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 5,165,656 | 157,294 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 5,129,035 | 156,179 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,992,527 | 139,738 | 0.03% | 0.03% | 5 | +36,549 | 0.74% | Q3 2026 | Nov 04, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 3,936,942 | 119,879 | 0.33% | 0.33% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,761,172 | 114,527 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verition Fund Management LLC | History | No change | 2,403,149 | 73,175 | 0.37% | 0.37% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HoldCo Asset Management, LP | History | No change | 2,263,000 | 68,908 | 4.42% | 4.42% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,160,024 | 65,785 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1,665,977 | 50,729 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 1,493,023 | 45,462 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 1,265,827 | 38,544 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,063,829 | 32,393 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 1,060,271 | 32,285 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 1,060,206 | 32,283 | 0.64% | 0.64% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,054,300 | 32,103 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 1,051,210 | 32,010 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 952,914 | 29,016 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 910,859 | 27,735 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 829,367 | 25,254 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walleye Capital LLC | History | No change | 665,525 | 20,265 | 0.07% | 0.07% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STRATEGIC VALUE BANK PARTNERS LLC | History | No change | 623,747 | 18,993 | 13.3% | 13.3% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 573,992 | 17,478 | 0.31% | 0.31% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 565,685 | 17,225 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 541,135 | 16,477 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 475,290 | 14,472 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 470,517 | 14,327 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 431,740 | 13,146 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 403,560 | 12,288 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glendon Capital Management LP | History | No change | 381,184 | 11,607 | 1.5% | 1.5% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | No change | 377,912 | 11,507 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 401,807 | 11,246 | 0.01% | 0.01% | 33 | -4,259 | -1.05% | Q3 2026 | Nov 02, 2026 |
| Bayview Asset Management, LLC | History | No change | 364,828 | 11,109 | 2.24% | 2.24% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 348,478 | 10,454 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 329,351 | 10,180 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALGERT GLOBAL LLC | History | No change | 331,312 | 10,088 | 0.12% | 0.12% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 312,492 | 9,515 | 0.07% | 0.07% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 303,556 | 9,243 | 0.07% | 0.07% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 288,005 | 8,769 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 286,141 | 8,712 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | No change | 276,826 | 8,429 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SummitTX Capital, L.P. | History | No change | 272,767 | 8,305 | 0.21% | 0.21% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 271,575 | 8,269 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ategra Capital Management, LLC | History | No change | 265,743 | 8,091 | 3.64% | 3.64% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 237,950 | 7,245 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 234,900 | 7,152 | 1.3% | 1.3% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 228,394 | 6,954 | 2.46% | 2.46% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | No change | 215,603 | 6,565 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 215,048 | 6,548 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 207,997 | 6,333 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 200,243 | 6,097 | 0.09% | 0.09% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 196,679 | 5,988 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 189,026 | 5,755 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRACE & WHITE INC /NY | History | No change | 186,349 | 5,215 | 0.85% | 0.9% | 55 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Swiss National Bank | History | No change | 168,656 | 5,135 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 173,531 | 4,857 | 0.03% | 0.03% | 57 | +31,504 | 22.18% | Q3 2026 | Oct 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 157,318 | 4,790 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 144,105 | 4,033 | 0.01% | 0.01% | 59 | -2,718 | -1.85% | Q3 2026 | Nov 02, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 132,189 | 4,025 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 130,623 | 3,978 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EJF Capital LP | History | No change | 128,480 | 3,912 | 2.62% | 2.62% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HENNESSY ADVISORS INC | History | Added to | 116,000 | 3,246 | 0.12% | 0.11% | 63 | +1,000 | 0.87% | Q3 2026 | Oct 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 99,200 | 3,020 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Cutler Capital Management, LLC | History | No change | 97,306 | 2,962 | 0.77% | 0.77% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 96,453 | 2,936 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | Reduced | 100,086 | 2,801 | 0.03% | 0.03% | 67 | -33 | -0.03% | Q3 2026 | Oct 22, 2026 |
| MARSHALL WACE, LLP | History | No change | 91,180 | 2,776 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 86,497 | 2,633 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 84,384 | 2,569 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 81,884 | 2,493 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 80,781 | 2,459 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 80,023 | 2,436 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CM Management, LLC | History | No change | 80,000 | 2,436 | 1.55% | 1.55% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 74,212 | 2,259 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 71,225 | 2,168 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 70,512 | 2,147 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PMC FIG Opportunities LLC | History | No change | 68,131 | 2,074 | 3.31% | 3.31% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 67,514 | 2,056 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 67,429 | 2,053 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Rafferty Asset Management, LLC | History | No change | 67,313 | 2,049 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 72,488 | 2,029 | 0.0% | 0.0% | 82 | -455 | -0.62% | Q3 2026 | Oct 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 65,611 | 1,997 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 66,550 | 1,862 | 0.0% | 0.0% | 84 | -36,293 | -35.29% | Q3 2026 | Nov 04, 2026 |
| Pathstone Holdings, LLC | History | No change | 59,745 | 1,819 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 58,680 | 1,786 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 63,000 | 1,763 | 0.38% | — | 87 | +63,000 | New | Q3 2026 | Nov 02, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 57,307 | 1,744 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aquatic Capital Management LLC | History | No change | 56,934 | 1,733 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 56,125 | 1,709 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 55,027 | 1,675 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clarendon Private LLC | History | No change | 50,185 | 1,528 | 0.98% | 0.98% | 92 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MetLife Investment Management, LLC | History | No change | 49,610 | 1,510 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 49,433 | 1,505 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 46,350 | 1,411 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 43,644 | 1,328 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 43,234 | 1,316 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 42,949 | 1,308 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 42,682 | 1,299 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 40,337 | 1,228 | 0.42% | 0.42% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 40,283 | 1,226 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 39,691 | 1,208 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 39,249 | 1,195 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 38,937 | 1,185 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 42,000 | 1,175 | 0.0% | 0.0% | 105 | +23,900 | 132.04% | Q3 2026 | Oct 30, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 37,347 | 1,137 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 36,814 | 1,120 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Jupiter Topco LLC | History | No change | 36,282 | 1,105 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 35,495 | 1,080 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 35,390 | 1,077 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 35,351 | 1,076 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 34,078 | 1,037 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 36,611 | 1,024 | 0.02% | — | 113 | +36,611 | New | Q3 2026 | Oct 16, 2026 |
| SEI INVESTMENTS CO | History | No change | 32,906 | 1,001 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 35,700 | 999 | 0.02% | 0.02% | 115 | -1,000 | -2.72% | Q3 2026 | Oct 20, 2026 |
| Cetera Investment Advisers | History | No change | 32,776 | 998 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 30,809 | 942 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INCEPTIONR LLC | History | No change | 30,775 | 937 | 0.23% | 0.23% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 29,991 | 913 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 29,988 | 913 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 28,699 | 874 | 0.06% | 0.06% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 29,860 | 835 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 26,565 | 808 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jain Global LLC | History | No change | 26,222 | 798 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Select Asset Management & Trust | History | No change | 26,101 | 795 | 0.23% | 0.23% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 28,777 | 790 | 0.0% | 0.0% | 126 | +17,591 | 157.26% | Q3 2026 | Oct 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 25,137 | 765 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 24,526 | 746 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 24,489 | 745 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 23,058 | 702 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALLSTATE CORP | History | No change | 21,981 | 669 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 23,606 | 660 | 0.0% | 0.0% | 132 | +420 | 1.81% | Q3 2026 | Nov 03, 2026 |
| Quadrature Capital Ltd | History | No change | 21,617 | 658 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 20,783 | 633 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | No change | 22,100 | 618 | 0.31% | 0.33% | 135 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| AMALGAMATED BANK | History | Reduced | 21,765 | 609 | 0.0% | 0.0% | 136 | -788 | -3.49% | Q3 2026 | Oct 23, 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 | No change | 19,613 | 597 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 21,124 | 591 | 0.01% | 0.01% | 139 | -1,227 | -5.49% | Q3 2026 | Oct 22, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 19,336 | 588 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 18,718 | 569 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Callan Family Office, LLC | History | No change | 18,589 | 566 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 18,559 | 565 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 18,341 | 558 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 18,301 | 557 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 18,200 | 554 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 19,748 | 552 | 0.0% | 0.0% | 147 | -128 | -0.64% | Q3 2026 | Nov 03, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 18,122 | 551 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Canton Hathaway, LLC | History | No change | 19,360 | 541 | 0.11% | 0.11% | 149 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Freestone Grove Partners LP | History | No change | 17,487 | 532 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 18,827 | 526 | 0.01% | 0.01% | 151 | -200 | -1.05% | Q3 2026 | Oct 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 16,906 | 514 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 16,625 | 506 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Added to | 17,981 | 503 | 0.23% | 0.22% | 154 | +2,709 | 17.74% | Q3 2026 | Oct 19, 2026 |
| Watershed Asset Management, L.L.C. | History | No change | 16,319 | 496 | 0.44% | 0.44% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 16,107 | 490 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 17,454 | 487 | 0.01% | 0.01% | 157 | -12,169 | -41.08% | Q3 2026 | Oct 15, 2026 |
| LPL Financial LLC | History | No change | 15,578 | 474 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IEQ CAPITAL, LLC | History | No change | 14,977 | 456 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JMN Financial LLC | History | No change | 14,760 | 449 | 0.35% | 0.35% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 14,711 | 447 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | No change | 14,893 | 446 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moors & Cabot, Inc. | History | No change | 14,221 | 433 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 13,842 | 421 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 13,119 | 399 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 12,639 | 384 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maryland State Retirement & Pension System | History | No change | 12,191 | 371 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CHOREO, LLC | History | Reduced | 13,240 | 370 | 0.0% | 0.0% | 168 | -273 | -2.02% | Q3 2026 | Oct 28, 2026 |
| Neuberger Berman Group LLC | History | No change | 12,006 | 365 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| SlateStone Wealth, LLC | History | No change | 11,558 | 352 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DRW Securities, LLC | History | No change | 11,473 | 349 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 11,364 | 348 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 11,224 | 341 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 11,218 | 341 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 12,114 | 339 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| ProShare Advisors LLC | History | Reduced | 11,668 | 326 | 0.0% | 0.0% | 176 | -469 | -3.86% | Q3 2026 | Oct 28, 2026 |
| Entropy Technologies, LP | History | No change | 10,605 | 322 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 11,176 | 312 | 0.0% | 0.0% | 178 | -4,885 | -30.42% | Q3 2026 | Oct 20, 2026 |
| PLIMOTH TRUST CO LLC | History | Added to | 10,544 | 295 | 0.05% | 0.05% | 179 | +2,940 | 38.66% | Q3 2026 | Oct 26, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 9,633 | 293 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Planning Hawaii, Inc. | History | No change | 10,380 | 290 | 0.16% | 0.17% | 181 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 10,350 | 289 | 0.02% | 0.02% | 182 | -108 | -1.03% | Q3 2026 | Oct 23, 2026 |
| ELCO Management Co., LLC | History | No change | 10,272 | 287 | 0.13% | 0.13% | 183 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 9,124 | 277 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 9,089 | 276 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 9,723 | 272 | 0.01% | 0.01% | 186 | -117 | -1.19% | Q3 2026 | Oct 13, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 8,957 | 272 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Bank & Trust | History | Reduced | 9,688 | 271 | 0.05% | 0.06% | 189 | -452 | -4.46% | Q3 2026 | Oct 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,909 | 271 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Slocum, Gordon & Co LLP | History | No change | 9,696 | 271 | 0.19% | 0.2% | 190 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 9,564 | 267 | 0.0% | 0.0% | 191 | -35 | -0.36% | Q3 2026 | Oct 23, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 8,527 | 259 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 8,502 | 258 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | No change | 8,089 | 256 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 8,002 | 243 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Asset Management Inc | History | No change | 7,824 | 238 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 7,844 | 238 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| XPONANCE LLC | History | Reduced | 8,465 | 236 | 0.0% | 0.0% | 198 | -163 | -1.89% | Q3 2026 | Nov 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 7,735 | 235 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Select Advisors, LLC | History | No change | 7,574 | 230 | 0.1% | 0.1% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY TRUST CO | History | No change | 7,478 | 227 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Trust Walden Corp | History | New | 7,980 | 223 | 0.0% | — | 202 | +7,980 | New | Q3 2026 | Oct 30, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 7,940 | 222 | 0.0% | 0.0% | 203 | -179 | -2.2% | Q3 2026 | Nov 02, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 6,682 | 203 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 7,232 | 202 | 0.0% | 0.0% | 205 | -184 | -2.48% | Q3 2026 | Nov 02, 2026 |
| South Dakota Investment Council | History | No change | 6,252 | 190 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,113 | 186 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 5,764 | 178 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ST GERMAIN D J CO INC | History | No change | 5,375 | 163 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 5,007 | 152 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 5,031 | 140 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 4,789 | 134 | 0.01% | 0.01% | 212 | +67 | 1.42% | Q3 2026 | Oct 27, 2026 |
| US BANCORP \DE\ | History | No change | 3,912 | 119 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 3,428 | 104 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | No change | 3,519 | 98 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,211 | 97 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 2,955 | 89 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 3,000 | 83 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,852 | 79 | 0.0% | 0.0% | 219 | -222 | -7.22% | Q3 2026 | Oct 08, 2026 |
| Quantum Portfolio Management LLC | History | No change | 2,618 | 79 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 2,337 | 71 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | No change | 2,572 | 71 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,287 | 69 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,076 | 63 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,118 | 59 | 0.0% | 0.0% | 225 | -601 | -22.1% | Q3 2026 | Oct 15, 2026 |
| GAMMA Investing LLC | History | Added to | 2,064 | 57 | 0.0% | 0.0% | 226 | +131 | 6.78% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,890 | 52 | 0.0% | 0.0% | 228 | +460 | 32.17% | Q3 2026 | Oct 22, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 1,893 | 52 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,409 | 44 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 1,447 | 44 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,382 | 42 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 1,364 | 41 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,216 | 37 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,346 | 37 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 1,140 | 34 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 1,042 | 32 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 966 | 27 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 945 | 26 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 908 | 25 | 0.0% | 0.0% | 239 | +12 | 1.34% | Q3 2026 | Nov 04, 2026 |
| Nykredit A/S | History | No change | 802 | 24 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 771 | 23 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | No change | 728 | 22 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Optiver Holding B.V. | History | No change | 660 | 20 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 709 | 19 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| LRI Investments, LLC | History | No change | 605 | 18 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 583 | 17 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 530 | 14 | 0.0% | — | 249 | +530 | New | Q3 2026 | Oct 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 487 | 14 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 504 | 14 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| UMB Bank, n.a. | History | No change | 428 | 13 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coastline Trust Co | History | No change | 491 | 13 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| GW&K Investment Management, LLC | History | No change | 410 | 12 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avalon Trust Co | History | No change | 371 | 11 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | Reduced | 336 | 10 | 0.01% | 0.01% | 255 | -27 | -7.44% | Q3 2026 | Oct 30, 2026 |
| Bare Financial Services, Inc | History | Added to | 381 | 10 | 0.0% | 0.0% | 256 | +8 | 2.14% | Q3 2026 | Nov 04, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 342 | 10 | 0.0% | 0.0% | 254 | -6 | -1.72% | Q3 2026 | Oct 22, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 336 | 9 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 351 | 9 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Vision Retirement, LLC | History | No change | 309 | 9 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 264 | 7 | 0.0% | 0.0% | 261 | +179 | 210.59% | Q3 2026 | Oct 27, 2026 |
| Essential Partners LLC | History | Reduced | 278 | 7 | 0.0% | 0.0% | 263 | -2 | -0.71% | Q3 2026 | Oct 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 236 | 7 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 233 | 7 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| True Wealth Design, LLC | History | No change | 221 | 6 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| UMB Private Wealth Management, LLC | History | New | 180 | 5 | 0.0% | — | 268 | +180 | New | Q3 2026 | Oct 19, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 193 | 5 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 189 | 5 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 178 | 5 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 169 | 4 | 0.0% | — | 272 | +169 | New | Q3 2026 | Oct 16, 2026 |
| Torren Management, LLC | History | Added to | 149 | 4 | 0.0% | 0.0% | 271 | +1 | 0.68% | Q3 2026 | Oct 29, 2026 |
| Parallel Advisors, LLC | History | No change | 147 | 4 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Neo Ivy Capital Management | History | No change | 152 | 4 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 3 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 110 | 3 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elyxium Wealth, LLC | History | New | 103 | 2 | 0.0% | — | 278 | +103 | New | Q3 2026 | Oct 27, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 84 | 2 | 0.0% | — | 279 | +84 | New | Q3 2026 | Oct 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 83 | 2 | 0.0% | 0.0% | 275 | +35 | 72.92% | Q3 2026 | Oct 22, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quarry LP | History | No change | 78 | 2 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RMG Wealth Management LLC | History | New | 55 | 1 | 0.0% | — | 285 | +55 | New | Q3 2026 | Oct 26, 2026 |
| Root Financial Partners, LLC | History | New | 48 | 1 | 0.0% | — | 286 | +48 | New | Q3 2026 | Oct 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 55 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 45 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 50 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Evolution Advisers, Inc. | History | No change | 33 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 59 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,460 | -100.0% | Q3 2026 | Oct 16, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,334 | -100.0% | Q3 2026 | Oct 28, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,000 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,860 | -100.0% | Q3 2026 | Oct 21, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -2,097 | -100.0% | Q3 2026 | Oct 28, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,399 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -204 | -100.0% | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | New | 23 | 0 | — | — | — | +23 | New | Q3 2026 | Oct 21, 2026 |
| Ascentis Wealth Management, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q3 2026 | Nov 03, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Oct 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2026 | Nov 04, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Oct 15, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 16 | 0 | — | — | — | -11 | -40.74% | Q3 2026 | Oct 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 6 | 0 | — | — | — | -6 | -50.0% | Q3 2026 | Oct 09, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 23, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 08, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SHP Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ankerstar Wealth, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |