BARCLAYS PLC - BCS
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.
Showing first 300 of
598 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | No change | 93,904,423 | 2,522,272 | 0.75% | 0.75% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 15,791,741 | 424,136 | 0.5% | 0.5% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 15,259,089 | 409,859 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | No change | 11,250,000 | 302,175 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 9,748,660 | 261,849 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 8,008,779 | 215,115 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 8,000,077 | 214,882 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 7,589,769 | 205,711 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 7,184,522 | 192,976 | 0.22% | 0.22% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,994,045 | 186,881 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 6,530,442 | 158,493 | 0.03% | 0.03% | 11 | +67,254 | 1.04% | Q3 2026 | Nov 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,102,318 | 137,049 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,775,813 | 128,278 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,367,868 | 117,320 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | No change | 3,975,718 | 106,787 | 1.16% | 1.16% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 3,454,350 | 92,783 | 0.08% | 0.08% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 3,297,371 | 88,567 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 3,177,495 | 85,347 | 0.47% | 0.47% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,143,962 | 84,446 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 2,970,106 | 79,777 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,804,383 | 75,324 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,587,965 | 69,512 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 2,288,312 | 61,464 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 2,206,641 | 59,270 | 0.11% | 0.11% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 2,427,806 | 58,923 | 1.07% | 1.28% | 25 | -252,058 | -9.41% | Q3 2026 | Oct 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,910,613 | 51,319 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,801,347 | 48,384 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 1,688,920 | 45,365 | 0.31% | 0.31% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Main Street Research LLC | History | No change | 1,621,490 | 43,553 | 2.06% | 2.06% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HRT FINANCIAL LP | History | No change | 1,612,648 | 43,315 | 0.08% | 0.08% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 1,444,468 | 38,798 | 0.17% | 0.17% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,437,042 | 38,598 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,423,988 | 38,248 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,420,489 | 38,154 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 1,360,879 | 36,553 | 0.16% | 0.16% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 1,200,203 | 29,128 | 0.35% | 0.39% | 36 | +19,795 | 1.68% | Q3 2026 | Oct 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,049,459 | 28,188 | 0.13% | 0.13% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MASTERS CAPITAL MANAGEMENT LLC | History | No change | 1,000,000 | 26,860 | 0.69% | 0.69% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 985,698 | 26,475 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 953,596 | 25,613 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 920,411 | 24,722 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 902,011 | 24,228 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Symmetry Investments LP | History | No change | 874,200 | 23,481 | 1.59% | 1.59% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Wealth Planning, LLC | History | No change | 865,699 | 23,252 | 0.12% | 0.12% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 2,283,137 | 21,951 | 0.34% | 0.34% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 756,039 | 20,307 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 755,539 | 20,293 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 816,123 | 19,807 | 0.72% | 0.73% | 48 | -9,630 | -1.17% | Q3 2026 | Oct 30, 2026 |
| Bank of New York Mellon Corp | History | No change | 736,788 | 19,790 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 720,643 | 19,356 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 684,472 | 18,384 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 666,231 | 17,894 | 0.44% | 0.44% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 658,063 | 17,675 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 611,390 | 16,840 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | No change | 577,210 | 15,503 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 546,682 | 14,683 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 605,159 | 14,305 | 0.02% | 0.03% | 57 | -3,914 | -0.64% | Q3 2026 | Nov 04, 2026 |
| Trexquant Investment LP | History | No change | 520,293 | 13,975 | 0.08% | 0.08% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gator Capital Management, LLC | History | No change | 513,345 | 13,788 | 2.89% | 2.89% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NINE MASTS CAPITAL Ltd | History | No change | 493,965 | 13,267 | 1.33% | 1.33% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Added to | 520,267 | 12,626 | 0.01% | 0.01% | 61 | +35,140 | 7.24% | Q3 2026 | Nov 02, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 504,332 | 12,240 | 0.49% | 0.61% | 62 | -16,530 | -3.17% | Q3 2026 | Nov 04, 2026 |
| UBS Group AG | History | No change | 454,601 | 12,210 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 439,546 | 11,806 | 0.1% | 0.1% | 64 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Qube Research & Technologies Ltd | History | No change | 426,997 | 11,469 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 419,371 | 11,264 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | No change | 414,497 | 11,133 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RBF Capital, LLC | History | No change | 400,000 | 10,744 | 0.45% | 0.45% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACR Alpine Capital Research, LLC | History | Reduced | 430,000 | 10,436 | 0.14% | 0.17% | 69 | -24,000 | -5.29% | Q3 2026 | Nov 02, 2026 |
| GROUP ONE TRADING LLC | History | No change | 375,700 | 10,091 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 369,624 | 9,928 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 368,120 | 9,887 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 392,130 | 9,516 | 1.73% | 1.88% | 73 | -4,707 | -1.19% | Q3 2026 | Oct 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 340,142 | 9,136 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 337,776 | 9,072 | 0.09% | 0.09% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 337,452 | 9,063 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 332,203 | 8,922 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 326,445 | 8,768 | 0.3% | 0.3% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 318,822 | 8,563 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 344,872 | 8,370 | 0.78% | 0.86% | 80 | +27,922 | 8.81% | Q3 2026 | Nov 04, 2026 |
| Callan Family Office, LLC | History | No change | 306,117 | 8,222 | 0.16% | 0.16% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 305,135 | 8,195 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 295,930 | 7,948 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | Added to | 327,112 | 7,939 | 0.01% | 0.01% | 84 | +30,743 | 10.37% | Q3 2026 | Oct 21, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 292,061 | 7,844 | 0.26% | 0.26% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 288,194 | 7,740 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 282,359 | 7,584 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 274,427 | 7,371 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Greenwich Wealth Management LLC | History | No change | 272,283 | 7,314 | 0.27% | 0.27% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 266,490 | 7,157 | 0.11% | 0.11% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 262,069 | 7,039 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walleye Capital LLC | History | No change | 258,597 | 6,945 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | No change | 257,307 | 6,911 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farringdon Capital, Ltd. | History | No change | 251,211 | 6,747 | 3.34% | 3.34% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 274,800 | 6,669 | 0.0% | 0.0% | 95 | -30,800 | -10.08% | Q3 2026 | Nov 04, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 245,801 | 6,602 | 0.18% | 0.18% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 254,853 | 6,185 | 0.2% | 0.23% | 97 | -585 | -0.23% | Q3 2026 | Nov 02, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 251,502 | 6,103 | 0.08% | 0.09% | 98 | -13,068 | -4.94% | Q3 2026 | Oct 21, 2026 |
| Nuveen, LLC | History | No change | 225,422 | 6,054 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | History | No change | 207,000 | 5,560 | 1.12% | 1.12% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 204,986 | 5,505 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gradient Investments LLC | History | Reduced | 225,795 | 5,480 | 0.08% | 0.08% | 102 | -2,379 | -1.04% | Q3 2026 | Oct 08, 2026 |
| Ethic Inc. | History | Added to | 217,736 | 5,284 | 0.06% | 0.07% | 103 | +20,959 | 10.65% | Q3 2026 | Nov 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 191,650 | 5,147 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 185,106 | 4,971 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 184,104 | 4,945 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 179,081 | 4,810 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Walleye Trading LLC | History | No change | 172,237 | 4,626 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 169,118 | 4,542 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 179,334 | 4,352 | 0.05% | 0.06% | 110 | -25,621 | -12.5% | Q3 2026 | Oct 27, 2026 |
| Squarepoint Ops LLC | History | No change | 156,581 | 4,205 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 155,821 | 4,185 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 153,563 | 4,125 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 150,499 | 4,042 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capricorn Fund Managers Ltd | History | New | 165,701 | 4,021 | 0.38% | — | 115 | +165,701 | New | Q3 2026 | Nov 03, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 149,149 | 4,006 | 0.24% | 0.24% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GKV Capital Management Co., Inc. | History | No change | 146,923 | 3,946 | 1.27% | 1.27% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Triasima Portfolio Management inc. | History | Reduced | 162,380 | 3,940 | 0.52% | 0.66% | 118 | -19,865 | -10.9% | Q3 2026 | Oct 15, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 158,286 | 3,841 | 0.45% | 0.53% | 119 | -6,925 | -4.19% | Q3 2026 | Oct 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 138,462 | 3,718 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 151,077 | 3,666 | 0.03% | — | 121 | +151,077 | New | Q3 2026 | Oct 28, 2026 |
| Strategic Global Advisors, LLC | History | No change | 129,314 | 3,657 | 0.52% | 0.52% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stamos Capital Partners, L.P. | History | No change | 134,871 | 3,622 | 0.56% | 0.56% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 133,696 | 3,591 | 0.07% | 0.07% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 133,234 | 3,578 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 131,030 | 3,519 | 0.58% | 0.58% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 153,993 | 3,512 | 0.05% | 0.07% | 127 | +13,953 | 9.96% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 153,993 | 3,512 | 0.05% | 0.07% | 128 | +13,953 | 9.96% | Q3 2026 | Oct 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 151,454 | 3,492 | 0.09% | 0.11% | 129 | -2 | -0.0% | Q3 2026 | Oct 20, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 128,042 | 3,439 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 125,997 | 3,384 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 124,618 | 3,347 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 120,095 | 3,225 | 0.1% | 0.1% | 133 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 115,017 | 3,089 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 113,600 | 3,051 | 0.85% | 0.85% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 112,057 | 3,009 | 0.06% | 0.06% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Trust Co | History | No change | 107,900 | 2,898 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BTC Capital Management, Inc. | History | No change | 107,597 | 2,890 | 0.18% | 0.18% | 138 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 106,957 | 2,872 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 106,442 | 2,859 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dorsey Wright & Associates | History | No change | 105,124 | 2,823 | 0.48% | 0.48% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | No change | 101,840 | 2,735 | 0.47% | 0.47% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 113,948 | 2,615 | 0.0% | 0.01% | 143 | +4,692 | 4.29% | Q3 2026 | Oct 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 96,343 | 2,587 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EJF Capital LP | History | No change | 94,200 | 2,530 | 1.69% | 1.69% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Naviter Wealth, LLC | History | No change | 91,396 | 2,454 | 0.22% | 0.22% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bluebird Wealth Management LLC | History | No change | 87,548 | 2,351 | 2.04% | 2.04% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 87,038 | 2,337 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Compound Planning, Inc. | History | No change | 83,327 | 2,238 | 0.06% | 0.06% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hedges Asset Management LLC | History | Reduced | 90,500 | 2,196 | 1.53% | 1.67% | 150 | -4,000 | -4.23% | Q3 2026 | Oct 29, 2026 |
| PVG ASSET MANAGEMENT CORP | History | Reduced | 90,376 | 2,193 | 1.5% | 1.41% | 151 | -352 | -0.39% | Q3 2026 | Oct 19, 2026 |
| EARNEST PARTNERS LLC | History | No change | 80,317 | 2,157 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 79,868 | 2,145 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 79,737 | 2,141 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 77,160 | 2,072 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 82,326 | 1,998 | 0.01% | 0.03% | 156 | -90,856 | -52.46% | Q3 2026 | Oct 26, 2026 |
| PEAK6 LLC | History | No change | 74,160 | 1,991 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caprock Group, LLC | History | No change | 73,442 | 1,972 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 79,619 | 1,932 | 0.02% | 0.03% | 159 | -54 | -0.07% | Q3 2026 | Oct 23, 2026 |
| Senator Investment Group LP | History | No change | 67,232 | 1,805 | 0.07% | 0.07% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 67,039 | 1,800 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 66,685 | 1,791 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AdvisorShares Investments LLC | History | No change | 63,481 | 1,705 | 0.21% | 0.21% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jain Global LLC | History | No change | 62,849 | 1,688 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 62,824 | 1,687 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 67,367 | 1,634 | 0.04% | — | 166 | +67,367 | New | Q3 2026 | Oct 16, 2026 |
| RHUMBLINE ADVISERS | History | No change | 60,173 | 1,616 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 59,744 | 1,604 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 59,618 | 1,601 | 0.05% | 0.05% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 57,802 | 1,590 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NICOLET BANKSHARES INC | History | No change | 58,462 | 1,570 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 62,931 | 1,527 | 0.07% | 0.18% | 172 | -51,668 | -45.09% | Q3 2026 | Nov 02, 2026 |
| CSS LLC/IL | History | No change | 56,466 | 1,516 | 0.06% | 0.06% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Henry James International Management Inc. | History | Reduced | 61,272 | 1,487 | 0.45% | 0.49% | 174 | -59 | -0.1% | Q3 2026 | Oct 14, 2026 |
| Themes Management Co LLC | History | New | 61,209 | 1,485 | 0.98% | — | 175 | +61,209 | New | Q3 2026 | Oct 29, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 55,040 | 1,478 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 54,571 | 1,465 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 54,333 | 1,459 | 0.13% | 0.13% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 59,449 | 1,442 | 0.07% | 0.08% | 179 | +4,528 | 8.24% | Q3 2026 | Oct 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 58,640 | 1,423 | 0.0% | 0.0% | 180 | +7,097 | 13.77% | Q3 2026 | Nov 04, 2026 |
| Rehmann Capital Advisory Group | History | No change | 52,498 | 1,410 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 51,917 | 1,394 | 0.15% | 0.15% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 50,299 | 1,351 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 49,671 | 1,334 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 54,638 | 1,326 | 0.06% | 0.07% | 185 | +2,030 | 3.86% | Q3 2026 | Oct 13, 2026 |
| DV EQUITIES, LLC | History | No change | 48,694 | 1,307 | 0.19% | 0.19% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 47,065 | 1,264 | 0.05% | 0.05% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 46,621 | 1,252 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 46,008 | 1,235 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 45,188 | 1,213 | 0.09% | 0.09% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Reduced | 48,836 | 1,185 | 0.01% | 0.01% | 191 | -1,811 | -3.58% | Q3 2026 | Oct 28, 2026 |
| Aperture Investors, LLC | History | No change | 43,339 | 1,164 | 0.11% | 0.11% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Landmark Wealth Management, LLC | History | No change | 47,900 | 1,162 | 0.28% | 0.31% | 193 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 42,007 | 1,128 | 0.34% | 0.34% | 194 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 41,005 | 1,101 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 40,586 | 1,090 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 40,295 | 1,082 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 44,343 | 1,076 | 0.01% | 0.01% | 198 | -4,496 | -9.21% | Q3 2026 | Oct 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 44,091 | 1,070 | 0.01% | 0.01% | 199 | -6,084 | -12.13% | Q3 2026 | Oct 16, 2026 |
| Summit Trail Advisors, LLC | History | No change | 39,686 | 1,065 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vident Advisory, LLC | History | No change | 39,591 | 1,063 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 41,431 | 1,005 | 0.02% | 0.02% | 202 | -4,601 | -10.0% | Q3 2026 | Oct 22, 2026 |
| PINNBROOK CAPITAL MANAGEMENT LP | History | No change | 37,100 | 996 | 0.11% | 0.11% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | No change | 37,041 | 994 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 40,869 | 991 | 0.22% | 0.24% | 205 | -466 | -1.13% | Q3 2026 | Oct 08, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 40,524 | 983 | 0.01% | 0.01% | 206 | -232 | -0.57% | Q3 2026 | Oct 26, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 35,774 | 960 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 39,550 | 959 | 0.08% | 0.07% | 208 | +12,000 | 43.56% | Q3 2026 | Nov 02, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 39,403 | 956 | 0.1% | 0.11% | 209 | -64 | -0.16% | Q3 2026 | Oct 16, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 39,192 | 951 | 0.11% | 0.12% | 210 | -182 | -0.46% | Q3 2026 | Nov 04, 2026 |
| Baron Wealth Management LLC | History | Reduced | 38,707 | 939 | 0.24% | 0.28% | 211 | -2,140 | -5.24% | Q3 2026 | Oct 27, 2026 |
| SYON CAPITAL LLC | History | No change | 34,667 | 931 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | No change | 34,502 | 926 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 34,068 | 915 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 32,343 | 868 | 0.04% | 0.04% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 35,396 | 859 | 0.05% | — | 216 | +35,396 | New | Q3 2026 | Oct 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 35,372 | 858 | 0.08% | 0.1% | 217 | -2,191 | -5.83% | Q3 2026 | Oct 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 31,952 | 858 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Nilsine Partners, LLC | History | Reduced | 35,045 | 850 | 0.06% | 0.07% | 219 | -1,964 | -5.31% | Q3 2026 | Nov 02, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 31,188 | 837 | 0.12% | 0.12% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 30,637 | 822 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jefferies Financial Group Inc. | History | No change | 30,587 | 821 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 33,504 | 813 | 0.01% | 0.01% | 223 | +5,670 | 20.37% | Q3 2026 | Oct 08, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 30,050 | 807 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 33,149 | 804 | 0.0% | 0.0% | 225 | -2,097 | -5.95% | Q3 2026 | Oct 30, 2026 |
| CITIGROUP INC | History | Reduced | 32,897 | 798 | 0.0% | 0.0% | 226 | -346,818 | -91.34% | Q3 2026 | Nov 04, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 32,598 | 791 | 0.27% | 0.27% | 227 | -69 | -0.21% | Q3 2026 | Oct 16, 2026 |
| M&T BANK CORP | History | No change | 29,264 | 786 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bleakley Financial Group, LLC | History | No change | 28,447 | 764 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 28,238 | 758 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Manske Wealth Management | History | Reduced | 30,271 | 734 | 0.17% | 0.24% | 231 | -5,147 | -14.53% | Q3 2026 | Oct 26, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 30,064 | 729 | 0.01% | 0.01% | 232 | +922 | 3.16% | Q3 2026 | Oct 21, 2026 |
| Hilltop Holdings Inc. | History | No change | 27,001 | 725 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bridgewater Advisors Inc. | History | No change | 25,839 | 719 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WCG Wealth Advisors LLC | History | No change | 26,069 | 700 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 28,807 | 699 | 0.06% | 0.06% | 236 | +2,265 | 8.53% | Q3 2026 | Oct 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 27,446 | 666 | 0.0% | 0.0% | 237 | +342 | 1.26% | Q3 2026 | Nov 02, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 24,751 | 664 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Pure Financial Advisors, LLC | History | No change | 24,663 | 662 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 27,034 | 656 | 0.02% | 0.02% | 240 | +2,919 | 12.1% | Q3 2026 | Oct 28, 2026 |
| Qtron Investments LLC | History | No change | 24,230 | 650 | 0.09% | 0.09% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 24,106 | 647 | 0.04% | 0.04% | 242 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 23,993 | 644 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUB Investment Partners, LLC | History | Added to | 26,228 | 636 | 0.01% | 0.01% | 244 | +312 | 1.2% | Q3 2026 | Nov 03, 2026 |
| PDS Planning, Inc | History | Added to | 26,128 | 634 | 0.04% | 0.04% | 245 | +375 | 1.46% | Q3 2026 | Nov 03, 2026 |
| HB Wealth Management, LLC | History | Reduced | 25,786 | 625 | 0.0% | 0.0% | 246 | -1,883 | -6.81% | Q3 2026 | Oct 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 25,633 | 622 | 0.0% | 0.0% | 247 | +641 | 2.56% | Q3 2026 | Nov 02, 2026 |
| DRW Securities, LLC | History | No change | 23,173 | 622 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Reduced | 25,226 | 612 | 0.32% | 0.36% | 249 | -329 | -1.29% | Q3 2026 | Nov 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 24,981 | 606 | 0.0% | 0.0% | 250 | +11,538 | 85.83% | Q3 2026 | Nov 02, 2026 |
| GAMMA Investing LLC | History | Added to | 24,711 | 599 | 0.02% | 0.02% | 251 | +626 | 2.6% | Q3 2026 | Oct 08, 2026 |
| Ellevest, Inc. | History | No change | 23,555 | 597 | 0.07% | 0.07% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 24,397 | 592 | 0.19% | 0.33% | 253 | -9,872 | -28.81% | Q3 2026 | Oct 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 24,304 | 589 | 0.01% | 0.01% | 254 | -761 | -3.04% | Q3 2026 | Oct 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 23,448 | 569 | 0.01% | 0.01% | 255 | -303 | -1.28% | Q3 2026 | Nov 03, 2026 |
| Oakmont Investment Advisors, Inc. | History | No change | 23,000 | 558 | 0.38% | 0.43% | 256 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 22,582 | 548 | 0.0% | 0.0% | 257 | +2,057 | 10.02% | Q3 2026 | Oct 30, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 22,302 | 541 | 0.02% | 0.03% | 258 | -514 | -2.25% | Q3 2026 | Oct 28, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 22,129 | 537 | 0.0% | 0.0% | 259 | -4,072 | -15.54% | Q3 2026 | Oct 14, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 19,636 | 527 | 0.07% | 0.07% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Venturi Wealth Management, LLC | History | No change | 19,308 | 518 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| State of Wyoming | History | Reduced | 21,342 | 517 | 0.04% | 0.06% | 262 | -2,140 | -9.11% | Q3 2026 | Oct 28, 2026 |
| Diversified Enterprises, LLC | History | Added to | 21,305 | 517 | 0.02% | 0.03% | 263 | +247 | 1.17% | Q3 2026 | Oct 19, 2026 |
| Blue Trust, Inc. | History | Reduced | 21,007 | 509 | 0.01% | 0.01% | 264 | -15,124 | -41.86% | Q3 2026 | Oct 15, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 18,819 | 505 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 20,669 | 501 | 0.01% | 0.01% | 266 | -1,019 | -4.7% | Q3 2026 | Nov 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 18,594 | 499 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 18,375 | 493 | 0.09% | 0.09% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 18,046 | 484 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 17,739 | 476 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paladin Partners, LLC | History | Added to | 19,607 | 475 | 0.29% | 0.35% | 271 | +164 | 0.84% | Q3 2026 | Oct 06, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 19,264 | 467 | 0.21% | 0.25% | 272 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Wealth Architects, LLC | History | Reduced | 19,182 | 465 | 0.04% | 0.04% | 273 | -724 | -3.64% | Q3 2026 | Nov 03, 2026 |
| Waverly Advisors, LLC | History | No change | 17,271 | 463 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 18,899 | 458 | 0.01% | 0.01% | 275 | +4,219 | 28.74% | Q3 2026 | Nov 04, 2026 |
| West Family Investments, Inc. | History | No change | 16,988 | 456 | 0.13% | 0.13% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | No change | 16,685 | 448 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 16,684 | 448 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 18,424 | 447 | 0.01% | 0.01% | 279 | +2,194 | 13.52% | Q3 2026 | Oct 23, 2026 |
| XTX Topco Ltd | History | No change | 16,390 | 440 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ariadne Wealth Management, LP | History | No change | 16,410 | 440 | 0.19% | 0.19% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hardy Reed LLC | History | No change | 16,378 | 439 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisors Capital Management, LLC | History | No change | 16,191 | 434 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 16,085 | 432 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | No change | 16,068 | 431 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 17,701 | 429 | 0.01% | 0.01% | 286 | -1,053 | -5.61% | Q3 2026 | Oct 20, 2026 |
| May Hill Capital, LLC | History | Added to | 17,531 | 425 | 0.08% | 0.09% | 287 | +2,377 | 15.69% | Q3 2026 | Nov 02, 2026 |
| Clearstead Advisors, LLC | History | No change | 15,639 | 420 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XPONANCE LLC | History | Added to | 17,214 | 417 | 0.0% | 0.0% | 289 | +1,647 | 10.58% | Q3 2026 | Nov 03, 2026 |
| Rose Capital Advisors LLC | History | New | 17,110 | 415 | 0.1% | — | 290 | +17,110 | New | Q3 2026 | Nov 04, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 16,475 | 399 | 0.01% | 0.01% | 292 | +1,324 | 8.74% | Q3 2026 | Oct 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 14,871 | 399 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 14,742 | 395 | 0.07% | 0.07% | 293 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 15,899 | 385 | 0.05% | 0.04% | 294 | +3,923 | 32.76% | Q3 2026 | Oct 09, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 15,402 | 373 | 0.06% | 0.07% | 295 | -414 | -2.62% | Q3 2026 | Oct 27, 2026 |
| SYM FINANCIAL Corp | History | Added to | 15,284 | 370 | 0.03% | 0.03% | 296 | +1,171 | 8.3% | Q3 2026 | Oct 26, 2026 |
| Five Oceans Advisors | History | No change | 15,223 | 369 | 0.14% | 0.13% | 297 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Sivia Capital Partners, LLC | History | No change | 13,474 | 361 | 0.04% | 0.04% | 298 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 14,855 | 360 | 0.08% | 0.08% | 299 | +2,255 | 17.9% | Q3 2026 | Oct 13, 2026 |
| Greenspring Advisors, LLC | History | No change | 13,243 | 355 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |