BANCO BILBAO VIZCAYA ARGENTARIA, S.A. - BBVA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 13,132,187 | 329,092 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 11,933,933 | 299,064 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 11,565,268 | 289,825 | 0.09% | 0.09% | 3 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 10,346,713 | 259,285 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 8,870,426 | 222,292 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARDING LOEVNER LP | History | No change | 8,391,515 | 222,247 | 2.09% | 2.09% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 8,261,769 | 207,039 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 7,832,717 | 196,287 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 6,726,713 | 168,571 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital International Investors | History | No change | 6,481,790 | 160,165 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 6,167,227 | 154,550 | 0.17% | 0.17% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 6,117,192 | 153,296 | 0.07% | 0.07% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,545,925 | 135,154 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 4,489,448 | 112,505 | 0.21% | 0.21% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,964,313 | 97,958 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,179,584 | 79,678 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 2,407,525 | 60,332 | 0.33% | 0.33% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 1,839,208 | 46,090 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,572,947 | 39,418 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,513,544 | 37,929 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 1,484,531 | 37,202 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,357,430 | 34,017 | 0.16% | 0.16% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,337,629 | 33,521 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,248,514 | 31,287 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 1,244,708 | 31,192 | 0.4% | 0.4% | 25 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| UBS Group AG | History | No change | 1,145,379 | 28,703 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,139,763 | 28,562 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 1,105,203 | 27,696 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Wealth Planning, LLC | History | No change | 1,015,769 | 25,455 | 0.13% | 0.13% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 1,000,000 | 25,060 | 0.16% | 0.16% | 30 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Creative Planning | History | No change | 985,624 | 24,699 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 973,127 | 24,386 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 961,923 | 24,105 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 874,849 | 21,923 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 818,360 | 20,508 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 805,145 | 20,176 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | No change | 796,200 | 19,952 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 708,357 | 17,751 | 0.18% | 0.18% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 681,992 | 17,090 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 625,442 | 15,673 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 609,469 | 15,273 | 0.13% | 0.13% | 41 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Mariner, LLC | History | No change | 606,592 | 15,198 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 584,291 | 14,642 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 553,887 | 13,880 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| LPL Financial LLC | History | No change | 552,736 | 13,851 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 549,734 | 13,776 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | No change | 540,841 | 13,553 | 0.17% | 0.17% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bank of New York Mellon Corp | History | No change | 497,379 | 12,464 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 495,723 | 12,422 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Altrius Capital Management Inc | History | No change | 477,695 | 11,971 | 2.27% | 2.27% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 453,258 | 11,358 | 0.17% | 0.17% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 423,941 | 10,623 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 403,288 | 10,106 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 397,164 | 9,952 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 395,816 | 9,919 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 388,575 | 9,737 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 384,917 | 9,646 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 357,413 | 8,956 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 357,171 | 8,950 | 0.05% | 0.05% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 340,958 | 8,544 | 0.17% | 0.17% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 335,945 | 8,419 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GQG Partners LLC | History | No change | 330,608 | 8,285 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORGES BANK | History | No change | 330,000 | 8,269 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearbridge Investments, LLC | History | No change | 329,044 | 8,245 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 319,414 | 8,004 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GFS Advisors, LLC | History | No change | 2,760 | 7,956 | 0.84% | 0.84% | 66 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HRT FINANCIAL LP | History | No change | 307,301 | 7,700 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 303,244 | 7,599 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital World Investors | History | No change | 291,002 | 7,190 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 279,632 | 7,007 | 0.19% | 0.19% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 276,886 | 6,938 | 0.09% | 0.09% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 276,628 | 6,932 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 275,901 | 6,914 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | No change | 269,104 | 6,743 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 267,324 | 6,699 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 224,445 | 6,255 | 0.18% | 0.18% | 76 | -26,380 | -10.52% | Q3 2026 | Oct 13, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 221,016 | 6,159 | 0.36% | 0.34% | 77 | -6,165 | -2.71% | Q3 2026 | Oct 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 242,363 | 6,073 | 0.1% | 0.1% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 230,773 | 5,783 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rathbones Group PLC | History | No change | 230,722 | 5,781 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TODD ASSET MANAGEMENT LLC | History | No change | 227,574 | 5,703 | 0.1% | 0.1% | 81 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 225,970 | 5,663 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 224,896 | 5,635 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 222,698 | 5,580 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vident Advisory, LLC | History | No change | 222,482 | 5,575 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Research Global Investors | History | No change | 211,629 | 5,229 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 199,456 | 4,998 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 186,236 | 4,952 | 0.08% | 0.08% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 186,236 | 4,952 | 0.08% | 0.08% | 89 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 192,270 | 4,818 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 191,292 | 4,794 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vise Technologies, Inc. | History | No change | 180,910 | 4,533 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 175,458 | 4,396 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Russell Investments Group, Ltd. | History | No change | 174,250 | 4,366 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 167,533 | 4,198 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Naviter Wealth, LLC | History | No change | 166,072 | 4,161 | 0.38% | 0.38% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVENPORT & Co LLC | History | Added to | 148,683 | 4,143 | 0.02% | 0.02% | 97 | +19,047 | 14.69% | Q3 2026 | Oct 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 164,793 | 4,129 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 161,397 | 4,044 | 0.08% | 0.08% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DV EQUITIES, LLC | History | No change | 154,946 | 3,882 | 0.56% | 0.56% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 153,769 | 3,853 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 151,822 | 3,804 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 150,921 | 3,782 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 150,171 | 3,763 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CHOREO, LLC | History | No change | 145,115 | 3,636 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VestGen Advisors, LLC | History | No change | 144,321 | 3,616 | 0.11% | 0.11% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Goodman Advisory Group, LLC | History | No change | 142,039 | 3,559 | 0.82% | 0.82% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 141,352 | 3,542 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 140,704 | 3,526 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dorsey Wright & Associates | History | No change | 140,125 | 3,511 | 0.6% | 0.6% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 138,655 | 3,474 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 138,374 | 3,467 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | Added to | 124,131 | 3,459 | 0.03% | 0.03% | 113 | +4,950 | 4.15% | Q3 2026 | Oct 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 132,089 | 3,310 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 131,114 | 3,285 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Global Advisors, LLC | History | No change | 123,752 | 3,260 | 0.46% | 0.46% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 129,547 | 3,246 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 126,165 | 3,161 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 122,480 | 3,069 | 0.08% | 0.08% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JCIC Asset Management Inc. | History | No change | 138,565 | 3,001 | 0.92% | 0.92% | 120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Focus Partners Wealth | History | No change | 115,840 | 2,902 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 112,034 | 2,807 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 110,809 | 2,776 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 108,852 | 2,727 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IEQ CAPITAL, LLC | History | No change | 107,957 | 2,705 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 106,382 | 2,666 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | No change | 106,194 | 2,661 | 0.46% | 0.46% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 103,075 | 2,583 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 101,902 | 2,557 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ativo Capital Management LLC | History | No change | 101,890 | 2,553 | 1.96% | 1.96% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 98,258 | 2,462 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Added to | 87,784 | 2,446 | 1.24% | 1.14% | 132 | +587 | 0.67% | Q3 2026 | Oct 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 96,583 | 2,420 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 84,079 | 2,343 | 0.02% | 0.02% | 134 | +2,967 | 3.66% | Q3 2026 | Oct 08, 2026 |
| SYON CAPITAL LLC | History | No change | 92,865 | 2,327 | 0.1% | 0.1% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 91,362 | 2,289 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 81,058 | 2,259 | 0.11% | 0.1% | 137 | +2,158 | 2.74% | Q3 2026 | Oct 13, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 80,058 | 2,231 | 0.22% | 0.05% | 138 | +61,692 | 335.9% | Q3 2026 | Oct 19, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 84,200 | 2,110 | 0.59% | 0.59% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 81,210 | 2,035 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| AdvisorShares Investments LLC | History | No change | 80,777 | 2,024 | 0.24% | 0.24% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 79,954 | 2,003 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 71,069 | 1,980 | 0.43% | 0.18% | 143 | +37,567 | 112.13% | Q3 2026 | Oct 08, 2026 |
| Summit Global Investments | History | No change | 78,692 | 1,972 | 0.11% | 0.11% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Invesco Ltd. | History | No change | 78,487 | 1,966 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ellevest, Inc. | History | No change | 78,814 | 1,964 | 0.23% | 0.23% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC Asset Management Inc | History | No change | 77,685 | 1,916 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 75,476 | 1,891 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 74,543 | 1,868 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Symmetry Investments LP | History | No change | 71,500 | 1,791 | 0.12% | 0.12% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 70,006 | 1,790 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kathmere Capital Management, LLC | History | No change | 70,567 | 1,768 | 0.09% | 0.09% | 152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 61,636 | 1,717 | 0.17% | 0.16% | 153 | -2,513 | -3.92% | Q3 2026 | Oct 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 68,442 | 1,691 | 0.05% | 0.05% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 67,356 | 1,687 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Welch Group, LLC | History | No change | 67,195 | 1,683 | 0.06% | 0.06% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Trail Advisors, LLC | History | No change | 66,859 | 1,675 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ballentine Partners, LLC | History | No change | 65,965 | 1,653 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 65,272 | 1,635 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 63,287 | 1,589 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Point Nemo Capital, LLC | History | No change | 59,883 | 1,500 | 0.76% | 0.76% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 58,903 | 1,476 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 58,801 | 1,473 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 57,602 | 1,443 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Haven Private, LLC | History | No change | 57,415 | 1,438 | 0.55% | 0.55% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 57,370 | 1,437 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 56,608 | 1,418 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WESPAC Advisors, LLC | History | No change | 56,504 | 1,415 | 0.69% | 0.69% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 54,876 | 1,375 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sterling Capital Management LLC | History | No change | 54,741 | 1,371 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 54,052 | 1,354 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Versant Capital Management, Inc | History | Reduced | 47,858 | 1,333 | 0.11% | 0.11% | 172 | -14 | -0.03% | Q3 2026 | Oct 01, 2026 |
| SG Americas Securities, LLC | History | No change | 52,458 | 1,315 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | No change | 46,714 | 1,301 | 0.05% | 0.04% | 174 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 51,415 | 1,288 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Venturi Wealth Management, LLC | History | No change | 50,312 | 1,260 | 0.05% | 0.05% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 47,951 | 1,254 | 0.0% | 0.0% | 177 | +12,244 | 34.29% | Q3 2026 | Oct 13, 2026 |
| NOVEM GROUP | History | No change | 48,114 | 1,205 | 0.12% | 0.12% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 48,076 | 1,204 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 42,197 | 1,176 | 0.41% | 0.33% | 180 | +227 | 0.54% | Q3 2026 | Oct 16, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 46,854 | 1,170 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 46,141 | 1,156 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 44,878 | 1,124 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 44,705 | 1,120 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 42,918 | 1,075 | 0.04% | 0.04% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 42,884 | 1,074 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 42,806 | 1,072 | 0.18% | 0.18% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 40,302 | 1,009 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GAMMA Investing LLC | History | Added to | 35,975 | 1,002 | 0.03% | 0.03% | 189 | +3,686 | 11.42% | Q3 2026 | Oct 08, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 39,404 | 987 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bleakley Financial Group, LLC | History | No change | 39,364 | 986 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Engineers Gate Manager LP | History | No change | 39,050 | 978 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BSW Wealth Partners | History | No change | 37,954 | 951 | 0.11% | 0.11% | 193 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 37,828 | 947 | 0.05% | 0.05% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Wealth Advisors, LLC | History | No change | 37,507 | 939 | 0.1% | 0.1% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 37,092 | 929 | 0.1% | 0.1% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 36,837 | 923 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prospera Financial Services Inc | History | No change | 36,639 | 918 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Point72 Asset Management, L.P. | History | No change | 36,590 | 916 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 35,824 | 897 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 35,701 | 894 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BRIGHTON JONES LLC | History | No change | 35,582 | 891 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 34,997 | 877 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 34,556 | 865 | 0.1% | 0.1% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Marshall Financial Group, LLC | History | No change | 34,311 | 859 | 0.13% | 0.13% | 205 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 34,058 | 853 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pure Financial Advisors, LLC | History | No change | 33,960 | 851 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | No change | 33,971 | 851 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 30,437 | 848 | 0.01% | 0.01% | 209 | -3,847 | -11.22% | Q3 2026 | Oct 16, 2026 |
| PDS Planning, Inc | History | No change | 33,746 | 845 | 0.05% | 0.05% | 210 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Abel Hall, LLC | History | No change | 33,706 | 844 | 0.15% | 0.15% | 211 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 33,394 | 836 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TCTC Holdings, LLC | History | No change | 33,116 | 829 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 33,008 | 827 | 0.12% | 0.12% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | No change | 32,647 | 818 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 31,941 | 800 | 0.13% | 0.13% | 216 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | No change | 31,527 | 790 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BAILARD, INC. | History | Added to | 28,173 | 785 | 0.02% | 0.01% | 218 | +585 | 2.12% | Q3 2026 | Oct 13, 2026 |
| Merit Financial Group, LLC | History | No change | 30,686 | 768 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 30,486 | 764 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aprio Wealth Management, LLC | History | No change | 30,113 | 754 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUMMITRY LLC | History | No change | 29,836 | 747 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Empowered Funds, LLC | History | No change | 29,511 | 739 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PCM Encore, LLC | History | No change | 29,399 | 736 | 0.13% | 0.13% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gallacher Capital Management LLC | History | No change | 29,219 | 732 | 0.41% | 0.41% | 225 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HUB Investment Partners, LLC | History | No change | 28,730 | 719 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clearstead Advisors, LLC | History | No change | 28,497 | 714 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 25,424 | 708 | 0.01% | 0.01% | 229 | -15,312 | -37.59% | Q3 2026 | Oct 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 28,273 | 708 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 27,737 | 695 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BROWN ADVISORY INC | History | No change | 27,729 | 694 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 27,578 | 691 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 24,790 | 690 | 0.01% | 0.0% | 233 | +3,046 | 14.01% | Q3 2026 | Oct 14, 2026 |
| Optas, LLC | History | No change | 27,560 | 690 | 0.1% | 0.1% | 234 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 27,422 | 687 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XPONANCE LLC | History | No change | 27,392 | 686 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sivia Capital Partners, LLC | History | No change | 27,021 | 677 | 0.08% | 0.08% | 237 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STATE STREET CORP | History | No change | 26,931 | 674 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 26,258 | 658 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 25,572 | 640 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 25,541 | 640 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JMN Financial LLC | History | No change | 25,020 | 627 | 0.49% | 0.49% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Five Oceans Advisors | History | No change | 24,840 | 622 | 0.2% | 0.2% | 243 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DMC Group, LLC | History | No change | 24,509 | 614 | 0.42% | 0.42% | 244 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baron Wealth Management LLC | History | No change | 24,421 | 611 | 0.16% | 0.16% | 245 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 21,676 | 604 | 0.13% | 0.12% | 246 | +2,501 | 13.04% | Q3 2026 | Oct 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 24,094 | 603 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LVW Advisors, LLC | History | No change | 24,014 | 601 | 0.05% | 0.05% | 248 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MAI Capital Management | History | No change | 23,891 | 598 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trust Point Inc. | History | No change | 23,819 | 596 | 0.05% | 0.05% | 250 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 20,496 | 571 | 0.01% | 0.01% | 251 | +2,469 | 13.7% | Q3 2026 | Oct 08, 2026 |
| Waverly Advisors, LLC | History | No change | 22,601 | 566 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Wealth Advisors | History | No change | 22,288 | 558 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 22,075 | 553 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 19,681 | 548 | 0.02% | 0.01% | 255 | +5,944 | 43.27% | Q3 2026 | Oct 08, 2026 |
| Bridgewater Advisors Inc. | History | No change | 19,299 | 547 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Portside Wealth Group, LLC | History | No change | 21,843 | 547 | 0.06% | 0.06% | 257 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Frec Markets, Inc. | History | No change | 21,241 | 532 | 0.05% | 0.05% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 20,363 | 524 | 0.02% | 0.02% | 259 | -825 | -3.89% | Q3 2026 | Oct 15, 2026 |
| Perigon Wealth Management, LLC | History | No change | 20,926 | 524 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 20,778 | 520 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 20,776 | 520 | 0.1% | 0.1% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | Added to | 19,536 | 511 | 0.01% | 0.01% | 263 | +3,278 | 20.16% | Q3 2026 | Oct 09, 2026 |
| Apella Capital, LLC | History | Added to | 19,134 | 502 | 0.01% | 0.01% | 264 | +326 | 1.73% | Q3 2026 | Oct 08, 2026 |
| Hexagon Capital Partners LLC | History | No change | 20,014 | 501 | 0.07% | 0.07% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cresset Asset Management, LLC | History | No change | 19,952 | 500 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 19,956 | 500 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 19,532 | 489 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larry Mathis Financial Planning, LLC | History | No change | 19,458 | 487 | 0.37% | 0.37% | 269 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Independent Advisor Alliance | History | No change | 18,599 | 466 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 55 North Private Wealth, LLC | History | No change | 18,376 | 460 | 0.09% | 0.09% | 271 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Rehmann Capital Advisory Group | History | No change | 18,199 | 456 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 16,308 | 454 | 0.06% | 0.05% | 273 | +1,324 | 8.84% | Q3 2026 | Oct 09, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 17,994 | 450 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Savvy Advisors, Inc. | History | No change | 17,243 | 432 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| West Family Investments, Inc. | History | No change | 17,164 | 430 | 0.12% | 0.12% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sowell Financial Services LLC | History | No change | 16,896 | 423 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COMMERCE BANK | History | No change | 16,834 | 421 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 16,731 | 419 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arkadios Wealth Advisors | History | No change | 16,678 | 417 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AE Wealth Management LLC | History | No change | 16,496 | 413 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 16,173 | 405 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 15,989 | 400 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Northside Capital Management, LLC | History | No change | 14,336 | 399 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 15,940 | 399 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Jain Global LLC | History | No change | 15,862 | 397 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEVEN MILE ADVISORY | History | No change | 15,828 | 396 | 0.27% | 0.27% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New Republic Capital, LLC | History | No change | 15,820 | 396 | 0.09% | 0.09% | 288 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SageGuard Financial Group, LLC | History | No change | 15,765 | 395 | 0.06% | 0.06% | 289 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Nykredit A/S | History | No change | 15,749 | 394 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 15,644 | 392 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 15,567 | 390 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Verdence Capital Advisors LLC | History | No change | 15,434 | 386 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Syverson Strege & Co | History | No change | 15,270 | 382 | 0.08% | 0.08% | 294 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTRUST BANK NA | History | No change | 15,217 | 381 | 0.03% | 0.03% | 295 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 15,040 | 376 | 0.05% | 0.05% | 296 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 15,000 | 375 | 0.05% | 0.05% | 297 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Traveka Wealth, LLC | History | Added to | 13,450 | 374 | 0.12% | 0.1% | 298 | +1,143 | 9.29% | Q3 2026 | Oct 19, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 14,831 | 371 | 0.12% | 0.12% | 299 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SYM FINANCIAL Corp | History | No change | 14,718 | 368 | 0.03% | 0.03% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 14,392 | 360 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversified Trust Co | History | No change | 14,303 | 358 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 14,243 | 356 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Echo45 Advisors LLC | History | Added to | 12,405 | 345 | 0.16% | 0.15% | 304 | +708 | 6.05% | Q3 2026 | Oct 07, 2026 |
| Cromwell Holdings LLC | History | No change | 13,659 | 342 | 0.15% | 0.15% | 305 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Curated Wealth Partners LLC | History | New | 12,023 | 335 | 0.03% | — | 306 | +12,023 | New | Q3 2026 | Oct 15, 2026 |
| CERTUITY, LLC | History | No change | 12,815 | 321 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 12,785 | 320 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WRAPMANAGER INC | History | No change | 12,682 | 317 | 0.1% | 0.1% | 309 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IMC-Chicago, LLC | History | No change | 12,676 | 317 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEEDS INVESTOR LLC | History | No change | 12,675 | 317 | 0.03% | 0.03% | 311 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 12,511 | 313 | 0.1% | 0.1% | 312 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HSBC HOLDINGS PLC | History | No change | 12,394 | 310 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 12,386 | 310 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GREENLEAF TRUST | History | No change | 12,315 | 308 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 12,264 | 307 | 0.12% | 0.12% | 316 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Qtron Investments LLC | History | No change | 12,216 | 306 | 0.04% | 0.04% | 317 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Calydon Capital | History | No change | 12,180 | 305 | 0.04% | 0.04% | 318 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 12,140 | 304 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 11,967 | 299 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 11,942 | 299 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | No change | 11,960 | 299 | 0.21% | 0.21% | 322 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 11,925 | 298 | 0.03% | 0.03% | 323 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 11,694 | 293 | 0.03% | 0.03% | 324 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Connecticut Capital Management Group, LLC | History | No change | 11,721 | 293 | 0.24% | 0.24% | 325 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Community Bank & Trust, Waco, Texas | History | New | 10,490 | 292 | 0.05% | — | 326 | +10,490 | New | Q3 2026 | Oct 19, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 11,560 | 290 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XML Financial, LLC | History | No change | 11,610 | 290 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 11,191 | 280 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 11,144 | 279 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Greenspring Advisors, LLC | History | No change | 11,065 | 277 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 11,022 | 276 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 11,026 | 276 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Choate Investment Advisors | History | No change | 11,015 | 276 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 11,000 | 275 | 0.14% | 0.14% | 335 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keebeck Wealth Management | History | No change | 10,807 | 270 | 0.03% | 0.03% | 336 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MATTERS CAPITAL LLC | History | No change | 10,786 | 270 | 0.19% | 0.19% | 337 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 10,033 | 269 | 0.0% | 0.0% | 338 | -5,363 | -34.83% | Q3 2026 | Oct 16, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 10,703 | 268 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 10,623 | 266 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INGALLS & SNYDER LLC | History | No change | 10,474 | 262 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 10,477 | 262 | 0.02% | 0.02% | 342 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foster Group, Inc. | History | Reduced | 9,317 | 259 | 0.01% | 0.01% | 343 | -107 | -1.14% | Q3 2026 | Oct 13, 2026 |
| StoneX Group Inc. | History | No change | 10,903 | 257 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 10,293 | 257 | 0.02% | 0.02% | 345 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 10,276 | 257 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Csenge Advisory Group | History | No change | 10,210 | 255 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 10,206 | 255 | 0.06% | 0.06% | 348 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 9,012 | 251 | 0.01% | — | 349 | +9,012 | New | Q3 2026 | Oct 13, 2026 |
| V-Square Quantitative Management LLC | History | No change | 8,969 | 249 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Composition Wealth, LLC | History | No change | 9,796 | 245 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| World Investment Advisors | History | No change | 10,966 | 245 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 9,752 | 244 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 9,699 | 243 | 0.02% | 0.02% | 354 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 9,670 | 242 | 0.05% | 0.05% | 355 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 9,448 | 236 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Johnson Financial Group, Inc. | History | No change | 9,415 | 235 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | No change | 9,400 | 235 | 0.08% | 0.08% | 358 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HBK Sorce Advisory LLC | History | No change | 8,335 | 233 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Snowden Capital Advisors LLC | History | No change | 8,919 | 223 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | No change | 8,885 | 222 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advisors Asset Management, Inc. | History | No change | 8,647 | 216 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keel Point, LLC | History | No change | 8,643 | 216 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Manchester Capital Management LLC | History | No change | 8,653 | 216 | 0.03% | 0.03% | 364 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Range Advisory, LLC | History | No change | 8,631 | 216 | 0.03% | 0.03% | 365 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Inspire Advisors, LLC | History | No change | 8,586 | 215 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 8,604 | 215 | 0.02% | 0.02% | 367 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Apollon Wealth Management, LLC | History | No change | 8,471 | 212 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Diversified Enterprises, LLC | History | New | 7,606 | 211 | 0.01% | — | 369 | +7,606 | New | Q3 2026 | Oct 19, 2026 |
| Veracity Capital LLC | History | New | 7,567 | 210 | 0.06% | — | 370 | +7,567 | New | Q3 2026 | Oct 08, 2026 |
| Advisory Services Network, LLC | History | No change | 8,343 | 209 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 8,293 | 208 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Westfuller Advisors, LLC | History | No change | 8,320 | 208 | 0.08% | 0.08% | 373 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LAVELLE CAPITAL LP | History | No change | 8,271 | 207 | 0.09% | 0.09% | 374 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aspen Grove Capital, LLC | History | No change | 8,259 | 206 | 0.03% | 0.03% | 375 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 8,211 | 205 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brio Consultants, LLC | History | No change | 8,192 | 205 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JGP Wealth Management, LLC | History | New | 7,291 | 203 | 0.02% | — | 379 | +7,291 | New | Q3 2026 | Oct 09, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 8,126 | 203 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 8,100 | 202 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 7,996 | 200 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | No change | 7,742 | 194 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lummis Asset Management, LP | History | No change | 6,784 | 187 | 0.11% | 0.11% | 383 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 6,424 | 179 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Hilltop National Bank | History | No change | 6,048 | 168 | 0.04% | 0.03% | 385 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| WealthCollab, LLC | History | No change | 6,338 | 158 | 0.06% | 0.06% | 386 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 5,777 | 144 | 0.08% | 0.08% | 387 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 5,671 | 142 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 5,306 | 132 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 5,259 | 131 | 0.04% | 0.04% | 390 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | No change | 5,160 | 129 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UMB Bank, n.a. | History | No change | 4,883 | 122 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 4,518 | 113 | 0.08% | 0.08% | 393 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Strategic Investment Advisors / MI | History | No change | 4,419 | 110 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,275 | 107 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 3,460 | 86 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| James T. Borello RIA | History | No change | 2,857 | 79 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Salomon & Ludwin, LLC | History | No change | 3,147 | 78 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 14,369 | 70 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,722 | 68 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| IFP Advisors, Inc | History | Added to | 2,438 | 67 | 0.0% | 0.0% | 401 | +6 | 0.25% | Q3 2026 | Oct 16, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 2,664 | 66 | 0.04% | 0.04% | 402 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | No change | 2,533 | 63 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 2,117 | 59 | 0.01% | 0.0% | 404 | +1,021 | 93.16% | Q3 2026 | Oct 13, 2026 |
| Ares Financial Consulting, LLC | History | No change | 2,142 | 59 | 0.04% | 0.04% | 405 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,316 | 58 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SHP Wealth Management | History | No change | 2,288 | 57 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 2,216 | 55 | 0.03% | 0.03% | 408 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,185 | 54 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 2,093 | 52 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | Added to | 1,822 | 50 | 0.01% | 0.01% | 411 | +312 | 20.66% | Q3 2026 | Oct 13, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 1,975 | 49 | 0.03% | 0.03% | 412 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,916 | 48 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,821 | 45 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,485 | 41 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| EASTERN BANK | History | Reduced | 1,414 | 39 | 0.0% | 0.0% | 416 | -491 | -25.77% | Q3 2026 | Oct 05, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 1,552 | 38 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,319 | 33 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,281 | 32 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bogart Wealth, LLC | History | No change | 1,313 | 32 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 1,127 | 31 | 0.02% | 0.01% | 422 | +393 | 53.54% | Q3 2026 | Oct 07, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 1,116 | 31 | 0.01% | 0.0% | 421 | +224 | 25.11% | Q3 2026 | Oct 19, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,187 | 30 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,165 | 29 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,100 | 27 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 911 | 25 | 0.0% | 0.0% | 426 | +600 | 192.93% | Q3 2026 | Oct 08, 2026 |
| Rossby Financial, LCC | History | No change | 1,018 | 25 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 836 | 23 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Ancora Advisors LLC | History | No change | 936 | 23 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | No change | 941 | 23 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 822 | 22 | 0.01% | — | 434 | +822 | New | Q3 2026 | Oct 09, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 909 | 22 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Continuum Advisory, LLC | History | No change | 880 | 22 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 898 | 22 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SJS Investment Consulting Inc. | History | No change | 877 | 21 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 833 | 20 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 796 | 19 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Operose Advisors LLC | History | No change | 760 | 19 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | No change | 748 | 18 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Management Professionals, Inc. | History | No change | 679 | 17 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NFSG Corp | History | No change | 644 | 17 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bell Investment Advisors, Inc | History | No change | 718 | 17 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Key FInancial Inc | History | No change | 675 | 16 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 578 | 16 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| MidFirst Bank | History | No change | 659 | 16 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.Safra Asset Management Corp | History | No change | 600 | 15 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 604 | 15 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Spire Wealth Management | History | No change | 627 | 15 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 573 | 15 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Asset Dedication, LLC | History | No change | 571 | 14 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 562 | 14 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 491 | 13 | 0.0% | — | 455 | +491 | New | Q3 2026 | Oct 15, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 541 | 13 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kilter Group LLC | History | No change | 537 | 13 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Financial Management LLC | History | No change | 523 | 13 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | New | 434 | 12 | 0.0% | — | 461 | +434 | New | Q3 2026 | Oct 15, 2026 |
| Triumph Capital Management | History | Added to | 444 | 12 | 0.0% | 0.0% | 456 | +6 | 1.37% | Q3 2026 | Oct 14, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 479 | 12 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 487 | 12 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Basepoint Wealth LLC | History | No change | 490 | 12 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 508 | 12 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 448 | 11 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arlington Trust Co LLC | History | No change | 474 | 11 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LRI Investments, LLC | History | No change | 453 | 11 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UMB Private Wealth Management, LLC | History | New | 360 | 10 | 0.01% | — | 468 | +360 | New | Q3 2026 | Oct 19, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 422 | 10 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| North Star Investment Management Corp. | History | No change | 413 | 10 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 434 | 10 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 387 | 9 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IMA Advisory Services, Inc. | History | No change | 383 | 9 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elequin Capital, LP | History | No change | 387 | 9 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 361 | 9 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fortitude Family Office, LLC | History | No change | 357 | 9 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 385 | 9 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 372 | 9 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 304 | 8 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| CVA Family Office, LLC | History | No change | 325 | 8 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPL Wealth Management, LLC | History | No change | 335 | 8 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EFG International AG | History | No change | 322 | 8 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Planning Strategies Inc. | History | New | 266 | 7 | 0.0% | — | 482 | +266 | New | Q3 2026 | Oct 02, 2026 |
| COUNTRY TRUST BANK | History | No change | 317 | 7 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Dunhill Financial, LLC | History | No change | 288 | 7 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 245 | 6 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independence Bank of Kentucky | History | No change | 242 | 6 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 279 | 6 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 247 | 6 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Navigoe, LLC | History | No change | 243 | 6 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dogwood Wealth Management LLC | History | No change | 266 | 6 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| WPG Advisers, LLC | History | No change | 251 | 6 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Byrne Asset Management LLC | History | New | 200 | 5 | 0.0% | — | 498 | +200 | New | Q3 2026 | Oct 06, 2026 |
| MOTCO | History | No change | 207 | 5 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 214 | 5 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Anchor Investment Management, LLC | History | No change | 211 | 5 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Addison Advisors LLC | History | No change | 206 | 5 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nemes Rush Group LLC | History | No change | 233 | 5 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Capital Advisory, LLC | History | No change | 219 | 5 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Synergy Investment Management, LLC | History | No change | 225 | 5 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Markowski Investments | History | No change | 203 | 5 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 147 | 4 | 0.0% | 0.0% | 501 | +19 | 14.84% | Q3 2026 | Oct 13, 2026 |
| Smithfield Trust Co | History | No change | 159 | 4 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PROFFITT & GOODSON INC | History | No change | 182 | 4 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Colonial Trust Co / SC | History | No change | 189 | 4 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Park Square Financial Group, LLC | History | No change | 173 | 4 | 0.04% | 0.04% | 503 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 185 | 4 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTRAL TRUST Co | History | No change | 130 | 3 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Horizon Investments, LLC | History | No change | 143 | 3 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stone House Investment Management, LLC | History | No change | 133 | 3 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 141 | 3 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 140 | 3 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aventura Private Wealth, LLC | History | No change | 122 | 3 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Burk Holdings LLC | History | No change | 153 | 3 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allied Private Wealth LLC | History | No change | 151 | 3 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Essential Partners LLC | History | No change | 139 | 3 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| JNBA Financial Advisors | History | No change | 107 | 2 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CX Institutional | History | No change | 77 | 2 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 117 | 2 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quent Capital, LLC | History | No change | 102 | 2 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lodestone Wealth Management LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 87 | 2 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 109 | 2 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Highland Investment Advisors LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GODSEY & GIBB, INC | History | New | 44 | 1 | 0.0% | — | 534 | +44 | New | Q3 2026 | Oct 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 62 | 1 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 54 | 1 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Grove Bank & Trust | History | No change | 36 | 1 | 0.0% | — | 525 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Abound Wealth Management | History | No change | 40 | 1 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 69 | 1 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 56 | 1 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Breakwater Investment Management | History | No change | 60 | 1 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Noble Wealth Management PBC | History | No change | 59 | 1 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Monetary Solutions, Ltd | History | No change | 52 | 1 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -13,310 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Williams & Novak Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -13,052 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,516 | -100.0% | Q3 2026 | Oct 16, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,500 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q3 2026 | Oct 13, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q3 2026 | Oct 19, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -37 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Nvest Wealth Strategies, Inc. | History | Added to | 32 | 0 | — | — | — | +16 | 100.0% | Q3 2026 | Oct 14, 2026 |
| Trust Co | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| High Note Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Downshift Financial, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |