Brookfield Renewable Corp - BEPC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Clearbridge Investments, LLC | History | No change | 10,341,055 | 383,859 | 0.32% | 0.32% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROOKFIELD Corp /ON/ | History | No change | 10,094,152 | 374,694 | 0.49% | 0.49% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 4,594,883 | 170,737 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 4,583,097 | 170,126 | 0.09% | 0.09% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,969,576 | 147,558 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARNASSUS INVESTMENTS, LLC | History | Added to | 5,059,297 | 142,773 | 0.42% | 0.5% | 6 | +30,489 | 0.61% | Q3 2026 | Oct 22, 2026 |
| BlackRock, Inc. | History | No change | 3,463,244 | 128,555 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 3,335,117 | 123,799 | 0.17% | 0.17% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 3,017,418 | 112,015 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 2,701,204 | 100,293 | 0.12% | 0.12% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,217,815 | 82,079 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,190,576 | 81,314 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,004,204 | 74,396 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Capital Management, LLC | History | No change | 1,806,688 | 67,064 | 0.71% | 0.71% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORGES BANK | History | No change | 1,800,168 | 66,831 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,634,998 | 60,691 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 2,141,298 | 60,366 | 0.3% | 0.05% | 17 | +1,889,750 | 751.25% | Q3 2026 | Oct 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 1,548,497 | 57,499 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,501,708 | 55,743 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 1,404,353 | 52,129 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Gotham Asset Management, LLC | History | No change | 1,382,253 | 51,309 | 0.12% | 0.12% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,341,214 | 49,806 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 1,232,742 | 45,760 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 1,609,634 | 45,424 | 0.02% | 0.03% | 24 | -60,664 | -3.63% | Q3 2026 | Nov 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,221,278 | 45,397 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,417,743 | 40,097 | 0.1% | 0.14% | 26 | +25,952 | 1.86% | Q3 2026 | Oct 16, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 1,129,513 | 39,975 | 0.15% | 0.15% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Epoch Investment Partners, Inc. | History | No change | 1,015,000 | 37,676 | 0.21% | 0.21% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 961,115 | 35,676 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 915,321 | 34,025 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 913,161 | 33,896 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 905,095 | 33,597 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 946,066 | 33,468 | 0.1% | 0.1% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 883,115 | 32,781 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 859,212 | 31,893 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 761,399 | 28,263 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 765,374 | 26,986 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Amundi | History | No change | 693,442 | 25,740 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 669,863 | 24,865 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 619,516 | 22,999 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 589,488 | 21,881 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | No change | 551,894 | 20,486 | 0.9% | 0.9% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 526,525 | 19,545 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 514,047 | 19,081 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 491,233 | 18,241 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 446,750 | 16,558 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 435,636 | 16,186 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 535,877 | 15,121 | 0.0% | 0.0% | 48 | +76,874 | 16.75% | Q3 2026 | Nov 04, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 397,517 | 14,755 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 505,492 | 14,265 | 0.0% | 0.0% | 50 | +5,502 | 1.1% | Q3 2026 | Nov 05, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 488,461 | 14,034 | 0.06% | 0.07% | 51 | -75 | -0.02% | Q3 2026 | Nov 03, 2026 |
| Cannell & Spears LLC | History | No change | 364,308 | 13,523 | 0.24% | 0.24% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Man Group plc | History | No change | 336,131 | 12,477 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oak Grove Capital LLC | History | Reduced | 441,300 | 12,453 | 0.56% | 0.86% | 54 | -44,800 | -9.22% | Q3 2026 | Oct 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 326,160 | 12,106 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 319,443 | 11,861 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 312,909 | 11,615 | 0.62% | 0.62% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 307,006 | 11,396 | 0.31% | 0.31% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 295,300 | 10,961 | 0.46% | 0.46% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AVIVA PLC | History | No change | 295,215 | 10,955 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 379,172 | 10,699 | 0.01% | 0.02% | 61 | +47,012 | 14.15% | Q3 2026 | Nov 02, 2026 |
| Rempart Asset Management Inc. | History | No change | 286,535 | 10,630 | 2.18% | 2.18% | 62 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Quantbot Technologies LP | History | No change | 278,812 | 10,349 | 0.41% | 0.41% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 273,218 | 10,141 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 270,938 | 10,057 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 354,711 | 10,009 | 0.72% | 1.0% | 66 | -7,507 | -2.07% | Q3 2026 | Oct 22, 2026 |
| Foresight Group Ltd Liability Partnership | History | No change | 253,428 | 9,450 | 1.7% | 1.7% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 224,791 | 8,344 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 223,252 | 8,287 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 217,286 | 8,089 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Investments, LLC | History | No change | 214,136 | 7,948 | 0.31% | 0.31% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 203,883 | 7,568 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 203,795 | 7,564 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Guinness Asset Management LTD | History | New | 264,383 | 7,460 | 0.12% | — | 74 | +264,383 | New | Q3 2026 | Nov 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 200,460 | 7,441 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 252,247 | 7,118 | 0.07% | 0.1% | 76 | -6,074 | -2.35% | Q3 2026 | Oct 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 176,633 | 6,556 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LGT Group Foundation | History | No change | 172,505 | 6,406 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 170,451 | 6,295 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 161,498 | 6,001 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 157,202 | 5,843 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 154,171 | 5,722 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAILLIE GIFFORD & CO | History | No change | 152,397 | 5,656 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Twin Tree Management, LP | History | No change | 146,100 | 5,423 | 0.1% | 0.1% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Management Advisors, LLC | History | Reduced | 189,095 | 5,336 | 3.08% | 3.92% | 85 | -1,840 | -0.96% | Q3 2026 | Oct 26, 2026 |
| Trexquant Investment LP | History | No change | 137,451 | 5,102 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 136,271 | 5,055 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 175,385 | 4,949 | 0.05% | 0.06% | 88 | +23,667 | 15.6% | Q3 2026 | Oct 26, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 131,850 | 4,894 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 130,541 | 4,849 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIROVA | History | No change | 130,361 | 4,839 | 0.18% | 0.18% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIG North Trading, ULC | History | No change | 130,028 | 4,826 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Voleon Capital Management LP | History | No change | 129,478 | 4,806 | 0.09% | 0.09% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 124,275 | 4,613 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 123,847 | 4,597 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Added to | 160,567 | 4,531 | 1.95% | 2.24% | 96 | +14,870 | 10.21% | Q3 2026 | Nov 04, 2026 |
| Quantinno Capital Management LP | History | No change | 121,231 | 4,500 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 120,243 | 4,463 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Harvest Portfolios Group Inc. | History | No change | 119,057 | 4,425 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LBP AM SA | History | No change | 116,859 | 4,337 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 116,072 | 4,308 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 113,160 | 4,200 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 111,548 | 4,140 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 108,903 | 4,046 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 108,552 | 4,030 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 108,075 | 4,016 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 102,704 | 3,812 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEINBERG ASSET MANAGEMENT LLC | History | Added to | 131,234 | 3,703 | 2.4% | 2.34% | 108 | +29,922 | 29.53% | Q3 2026 | Oct 29, 2026 |
| Jump Financial, LLC | History | No change | 93,614 | 3,474 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 93,140 | 3,459 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 90,971 | 3,376 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Green Alpha Advisors, LLC | History | Added to | 117,999 | 3,329 | 2.26% | 2.94% | 112 | +88 | 0.07% | Q3 2026 | Oct 08, 2026 |
| TORONTO DOMINION BANK | History | No change | 88,065 | 3,270 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 87,508 | 3,248 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 85,994 | 3,192 | 0.69% | 0.69% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 85,122 | 3,159 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 111,413 | 3,152 | 0.0% | 0.0% | 117 | -11,125 | -9.08% | Q3 2026 | Nov 03, 2026 |
| Maryland State Retirement & Pension System | History | No change | 84,567 | 3,139 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIL Ltd | History | No change | 81,551 | 3,031 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oak Thistle LLC | History | Added to | 106,429 | 3,003 | 0.28% | 0.09% | 120 | +80,031 | 303.17% | Q3 2026 | Oct 21, 2026 |
| Walleye Capital LLC | History | No change | 80,388 | 2,984 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 105,000 | 2,963 | 0.63% | — | 122 | +105,000 | New | Q3 2026 | Nov 02, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 79,424 | 2,948 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 79,241 | 2,941 | 0.65% | 0.65% | 124 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AXQ CAPITAL, LP | History | No change | 77,104 | 2,862 | 0.31% | 0.31% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 91,640 | 2,586 | 0.09% | 0.11% | 126 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 69,005 | 2,564 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 68,202 | 2,535 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Achmea Investment Management B.V. | History | New | 89,010 | 2,520 | 0.02% | — | 129 | +89,010 | New | Q3 2026 | Oct 30, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Reduced | 89,070 | 2,513 | 1.66% | 2.14% | 130 | -1,190 | -1.32% | Q3 2026 | Oct 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 62,769 | 2,500 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 65,015 | 2,451 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 85,889 | 2,423 | 0.26% | — | 133 | +85,889 | New | Q3 2026 | Oct 30, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 63,185 | 2,345 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 61,150 | 2,270 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BROWN ADVISORY INC | History | No change | 61,072 | 2,270 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 59,751 | 2,217 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 58,958 | 2,186 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 75,972 | 2,149 | 0.0% | 0.01% | 139 | -379,240 | -83.31% | Q3 2026 | Nov 04, 2026 |
| Treasurer of the State of North Carolina | History | No change | 57,696 | 2,142 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Added to | 74,043 | 2,089 | 0.15% | 0.17% | 141 | +5,483 | 8.0% | Q3 2026 | Nov 03, 2026 |
| LMR Partners LLP | History | No change | 55,590 | 2,063 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aventail Capital Group, LP | History | No change | 51,262 | 1,902 | 0.11% | 0.11% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Asset Management Inc | History | Reduced | 64,674 | 1,829 | 0.0% | 0.01% | 144 | -13,966 | -17.76% | Q3 2026 | Nov 05, 2026 |
| Neo Ivy Capital Management | History | No change | 46,977 | 1,743 | 0.4% | 0.4% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 46,531 | 1,727 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 44,886 | 1,667 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 44,700 | 1,661 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 58,057 | 1,638 | 0.0% | 0.0% | 149 | +20,071 | 52.84% | Q3 2026 | Nov 02, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 43,445 | 1,614 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 43,490 | 1,614 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Expect Equity LLC | History | No change | 43,276 | 1,606 | 1.03% | 1.03% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Added to | 55,114 | 1,555 | 0.01% | 0.01% | 153 | +9,880 | 21.84% | Q3 2026 | Nov 02, 2026 |
| Jain Global LLC | History | No change | 40,460 | 1,501 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 40,031 | 1,485 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 39,363 | 1,461 | 0.06% | 0.06% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Andra AP-fonden | History | No change | 27,617 | 1,455 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Arkadios Wealth Advisors | History | No change | 38,922 | 1,444 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arjuna Capital | History | Reduced | 51,112 | 1,442 | 0.32% | 0.91% | 159 | -57,629 | -53.0% | Q3 2026 | Nov 03, 2026 |
| Engineers Gate Manager LP | History | No change | 38,771 | 1,439 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 50,037 | 1,412 | 0.7% | 0.81% | 161 | +2,451 | 5.15% | Q3 2026 | Oct 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 36,700 | 1,362 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 45,343 | 1,279 | 0.69% | 0.83% | 163 | +5,285 | 13.19% | Q3 2026 | Oct 08, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 45,337 | 1,279 | 0.32% | 0.38% | 164 | +3,225 | 7.66% | Q3 2026 | Nov 02, 2026 |
| SG Americas Securities, LLC | History | No change | 34,027 | 1,272 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Holocene Advisors, LP | History | No change | 33,150 | 1,230 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 42,466 | 1,228 | 0.02% | 0.02% | 167 | +481 | 1.15% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 42,466 | 1,228 | 0.02% | 0.02% | 168 | +481 | 1.15% | Q3 2026 | Oct 20, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 33,028 | 1,225 | 0.12% | 0.12% | 169 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HSBC HOLDINGS PLC | History | No change | 32,692 | 1,215 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 32,677 | 1,212 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Korea Investment CORP | History | No change | 32,188 | 1,196 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caldwell Investment Management Ltd. | History | No change | 31,200 | 1,157 | 0.76% | 0.76% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 31,126 | 1,155 | 0.32% | 0.32% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOWEN HANES & CO INC | History | No change | 28,620 | 1,139 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XML Financial, LLC | History | No change | 39,726 | 1,121 | 0.08% | 0.11% | 176 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Pacifica Partners Inc. | History | Added to | 39,420 | 1,117 | 0.34% | 0.01% | 177 | +38,920 | 7784.0% | Q3 2026 | Oct 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 29,637 | 1,100 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mn Services Vermogensbeheer B.V. | History | No change | 38,600 | 1,092 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | No change | 29,399 | 1,092 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 29,045 | 1,078 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 28,022 | 1,040 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 36,624 | 1,033 | 0.0% | — | 183 | +36,624 | New | Q3 2026 | Oct 27, 2026 |
| Point72 Asset Management, L.P. | History | No change | 27,655 | 1,027 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paragon Capital Management Ltd | History | Added to | 35,437 | 1,000 | 0.18% | 0.23% | 185 | +3,098 | 9.58% | Q3 2026 | Oct 09, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 26,855 | 996 | 0.63% | 0.63% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Added to | 35,027 | 988 | 0.0% | 0.0% | 187 | +15,608 | 80.37% | Q3 2026 | Nov 05, 2026 |
| Squarepoint Ops LLC | History | No change | 26,465 | 982 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 33,793 | 955 | 0.0% | 0.0% | 189 | +4,460 | 15.2% | Q3 2026 | Nov 03, 2026 |
| Summit Trail Advisors, LLC | History | No change | 25,297 | 939 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 24,941 | 925 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | Added to | 32,238 | 909 | 0.0% | 0.01% | 192 | +7,998 | 33.0% | Q3 2026 | Oct 23, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 24,430 | 906 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | No change | 31,000 | 875 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 30,814 | 869 | 0.0% | 0.0% | 195 | +20,153 | 189.03% | Q3 2026 | Nov 02, 2026 |
| Investment Research Partners LLC | History | Reduced | 28,950 | 816 | 0.28% | 0.39% | 196 | -2,242 | -7.19% | Q3 2026 | Oct 19, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 19,885 | 807 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 27,903 | 787 | 0.03% | 0.04% | 198 | -803 | -2.8% | Q3 2026 | Oct 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 26,255 | 771 | 0.0% | 0.0% | 199 | +13,926 | 112.95% | Q3 2026 | Oct 13, 2026 |
| GABELLI FUNDS LLC | History | No change | 19,550 | 725 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STRS OHIO | History | Reduced | 25,338 | 716 | 0.0% | 0.0% | 201 | -1,026 | -3.89% | Q3 2026 | Oct 30, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 19,079 | 708 | 0.12% | 0.12% | 202 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 18,141 | 673 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,445 | 661 | 0.0% | 0.0% | 204 | +8,160 | 53.39% | Q3 2026 | Oct 08, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 23,013 | 649 | 0.07% | 0.09% | 205 | -295 | -1.27% | Q3 2026 | Oct 16, 2026 |
| Allianz Asset Management GmbH | History | No change | 17,303 | 642 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 22,513 | 635 | 0.0% | 0.0% | 207 | +4,563 | 25.42% | Q3 2026 | Nov 04, 2026 |
| Waterloo Capital, L.P. | History | No change | 16,065 | 596 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Graham Capital Management, L.P. | History | No change | 15,774 | 585 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortune Financial Advisors, LLC | History | No change | 15,780 | 585 | 0.25% | 0.25% | 210 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HRT FINANCIAL LP | History | No change | 15,509 | 575 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 15,464 | 574 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Guardian Partners Inc. | History | Added to | 20,043 | 566 | 0.05% | 0.07% | 213 | +200 | 1.01% | Q3 2026 | Oct 21, 2026 |
| BESSEMER GROUP INC | History | No change | 15,028 | 558 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 19,566 | 552 | 0.0% | 0.0% | 215 | -4,034 | -17.09% | Q3 2026 | Nov 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 19,574 | 552 | 0.01% | 0.01% | 216 | -1,123 | -5.43% | Q3 2026 | Oct 28, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 18,878 | 534 | 0.0% | 0.0% | 217 | +1,057 | 5.93% | Q3 2026 | Oct 15, 2026 |
| Plan A Wealth LLC | History | Added to | 18,757 | 529 | 0.19% | 0.29% | 218 | +524 | 2.87% | Q3 2026 | Oct 08, 2026 |
| &PARTNERS | History | No change | 14,044 | 521 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 18,350 | 517 | 0.01% | 0.01% | 220 | +2,573 | 16.31% | Q3 2026 | Nov 02, 2026 |
| Modern Wealth Management, LLC | History | No change | 13,875 | 515 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 13,814 | 512 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 13,773 | 511 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | Added to | 18,086 | 510 | 0.0% | 0.0% | 224 | +6,300 | 53.45% | Q3 2026 | Oct 15, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 13,385 | 496 | 0.21% | 0.21% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 13,052 | 484 | 0.05% | 0.05% | 226 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 13,033 | 483 | 0.3% | 0.3% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stamos Capital Partners, L.P. | History | No change | 12,863 | 477 | 0.07% | 0.07% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frec Markets, Inc. | History | No change | 12,780 | 474 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hudson Bay Capital Management LP | History | No change | 12,500 | 464 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | No change | 12,454 | 462 | 0.15% | 0.15% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 16,000 | 451 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Jacobi Capital Management LLC | History | Added to | 15,721 | 443 | 0.02% | 0.03% | 233 | +511 | 3.36% | Q3 2026 | Nov 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 11,679 | 433 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 11,614 | 431 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 13,815 | 389 | 0.01% | 0.01% | 236 | -65 | -0.47% | Q3 2026 | Oct 09, 2026 |
| Aquatic Capital Management LLC | History | No change | 10,501 | 389 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 10,365 | 384 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | New | 13,120 | 369 | 0.0% | — | 239 | +13,120 | New | Q3 2026 | Oct 28, 2026 |
| Belpointe Asset Management LLC | History | No change | 9,814 | 364 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LGT Fund Management Co Ltd. | History | No change | 9,733 | 361 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XPONANCE LLC | History | Reduced | 12,789 | 360 | 0.0% | 0.0% | 242 | -74 | -0.58% | Q3 2026 | Nov 03, 2026 |
| Banque Transatlantique SA | History | No change | 9,709 | 360 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | No change | 12,659 | 357 | 0.16% | 0.22% | 244 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| SYON CAPITAL LLC | History | No change | 9,634 | 357 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCW GROUP INC | History | No change | 9,596 | 356 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tidal Investments LLC | History | No change | 9,570 | 355 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 12,449 | 351 | 0.04% | 0.07% | 248 | -5,995 | -32.5% | Q3 2026 | Oct 22, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 9,360 | 347 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 8,450 | 336 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaGrep UK Ltd | History | No change | 8,859 | 328 | 0.1% | 0.1% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 8,785 | 326 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | History | No change | 8,578 | 318 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 11,230 | 316 | 0.0% | 0.0% | 254 | -843 | -6.98% | Q3 2026 | Oct 20, 2026 |
| Ethic Inc. | History | Added to | 10,646 | 300 | 0.0% | 0.0% | 255 | +2,560 | 31.66% | Q3 2026 | Nov 03, 2026 |
| Candriam S.C.A. | History | Reduced | 10,310 | 292 | 0.0% | 0.02% | 256 | -91,332 | -89.86% | Q3 2026 | Nov 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,222 | 288 | 0.0% | 0.0% | 257 | +483 | 4.96% | Q3 2026 | Oct 30, 2026 |
| Lombard Odier Asset Management (Switzerland) SA | History | No change | 7,712 | 286 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gulf International Bank (UK) Ltd | History | No change | 10,166 | 286 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| InTrack Investment Management Inc | History | Added to | 10,110 | 285 | 0.14% | 0.13% | 260 | +2,770 | 37.74% | Q3 2026 | Oct 15, 2026 |
| OSSIAM | History | No change | 7,406 | 275 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 7,376 | 273 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 7,341 | 272 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Utah Retirement Systems | History | No change | 7,300 | 270 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| W1M Asset Management Ltd | History | No change | 7,275 | 270 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | No change | 7,100 | 263 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 7,107 | 263 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 7,072 | 262 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 9,250 | 261 | 0.02% | 0.02% | 270 | -43 | -0.46% | Q3 2026 | Oct 23, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | No change | 7,048 | 261 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,005 | 260 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PensionDanmark Pensionsforsikringsaktieselskab | History | No change | 8,996 | 254 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 8,554 | 247 | 0.01% | 0.01% | 273 | -132 | -1.52% | Q3 2026 | Oct 20, 2026 |
| Ridge Creek Global, Inc | History | No change | 6,448 | 239 | 0.19% | 0.19% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthTrust Axiom LLC | History | No change | 6,378 | 236 | 0.05% | 0.05% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 6,365 | 236 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gilbert & Cook, Inc. | History | No change | 6,383 | 236 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,227 | 232 | 0.0% | 0.0% | 278 | +502 | 6.5% | Q3 2026 | Nov 02, 2026 |
| MeadowBrook Investment Advisors LLC | History | New | 7,879 | 231 | 0.18% | — | 279 | +7,879 | New | Q3 2026 | Oct 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,987 | 222 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Added to | 7,550 | 213 | 0.01% | 0.01% | 281 | +800 | 11.85% | Q3 2026 | Oct 14, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 7,518 | 212 | 0.01% | 0.01% | 282 | +475 | 6.74% | Q3 2026 | Oct 21, 2026 |
| FEDERATED HERMES, INC. | History | No change | 5,611 | 208 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Metis Global Partners, LLC | History | No change | 5,550 | 206 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 5,540 | 205 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| South Shore Capital Advisors | History | Added to | 7,209 | 203 | 0.14% | 0.18% | 286 | +3 | 0.04% | Q3 2026 | Oct 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 5,256 | 195 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 5,900 | 166 | 0.03% | 0.04% | 288 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Adalta Capital Management LLC | History | No change | 4,447 | 165 | 0.07% | 0.07% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 5,844 | 164 | 0.0% | 0.01% | 290 | -187 | -3.1% | Q3 2026 | Oct 21, 2026 |
| Westfuller Advisors, LLC | History | No change | 4,188 | 155 | 0.06% | 0.06% | 291 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,478 | 154 | 0.0% | 0.0% | 292 | -438 | -7.4% | Q3 2026 | Nov 05, 2026 |
| ASR Vermogensbeheer N.V. | History | Reduced | 5,275 | 149 | 0.0% | 0.09% | 294 | -235,960 | -97.81% | Q3 2026 | Oct 16, 2026 |
| TSFG, LLC | History | Reduced | 5,297 | 149 | 0.03% | 0.04% | 293 | -2,929 | -35.61% | Q3 2026 | Oct 23, 2026 |
| Rossby Financial, LCC | History | Added to | 5,017 | 141 | 0.02% | 0.02% | 296 | +1,390 | 38.32% | Q3 2026 | Nov 05, 2026 |
| Axxion S.A. | History | No change | 5,000 | 141 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| IFP Advisors, Inc | History | Added to | 4,938 | 139 | 0.0% | 0.0% | 297 | +1,601 | 47.98% | Q3 2026 | Oct 16, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,535 | 131 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 3,409 | 126 | 0.05% | 0.05% | 299 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,441 | 125 | 0.0% | 0.0% | 300 | +1,301 | 41.43% | Q3 2026 | Oct 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,982 | 112 | 0.0% | 0.0% | 301 | -93 | -2.28% | Q3 2026 | Oct 22, 2026 |
| Arax Advisory Partners | History | No change | 3,015 | 111 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 3,000 | 111 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,858 | 106 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Perspectives, Inc | History | No change | 3,612 | 101 | 0.02% | 0.03% | 305 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 2,470 | 91 | 0.02% | 0.02% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 3,194 | 90 | 0.0% | 0.0% | 307 | +613 | 23.75% | Q3 2026 | Oct 08, 2026 |
| Larson Financial Group LLC | History | Reduced | 3,153 | 88 | 0.0% | 0.0% | 308 | -16 | -0.5% | Q3 2026 | Nov 05, 2026 |
| Operose Advisors LLC | History | No change | 2,394 | 88 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,067 | 86 | 0.01% | 0.01% | 310 | +415 | 15.65% | Q3 2026 | Oct 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,267 | 84 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 2,210 | 82 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,825 | 79 | 0.0% | 0.0% | 313 | -765 | -21.31% | Q3 2026 | Oct 20, 2026 |
| Essential Partners LLC | History | New | 2,738 | 77 | 0.04% | — | 314 | +2,738 | New | Q3 2026 | Oct 14, 2026 |
| CX Institutional | History | Added to | 2,622 | 74 | 0.0% | 0.0% | 315 | +2,455 | 1470.06% | Q3 2026 | Oct 02, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 1,953 | 72 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,912 | 70 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| V-Square Quantitative Management LLC | History | Reduced | 2,237 | 63 | 0.01% | 0.02% | 319 | -2,416 | -51.92% | Q3 2026 | Oct 15, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,700 | 63 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,220 | 62 | 0.0% | 0.0% | 320 | +285 | 14.73% | Q3 2026 | Nov 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,082 | 58 | 0.0% | 0.0% | 321 | +1,306 | 168.3% | Q3 2026 | Nov 04, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 2,000 | 56 | 0.02% | 0.03% | 322 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| NATIXIS | History | No change | 1,380 | 51 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manchester Capital Management LLC | History | Added to | 1,806 | 50 | 0.01% | 0.01% | 325 | +309 | 20.64% | Q3 2026 | Oct 22, 2026 |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | History | No change | 1,257 | 50 | 0.0% | 0.01% | 324 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,711 | 48 | 0.01% | 0.02% | 326 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,252 | 46 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,542 | 43 | 0.0% | 0.0% | 328 | +342 | 28.5% | Q3 2026 | Nov 04, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,517 | 42 | 0.0% | 0.0% | 329 | +1,223 | 415.99% | Q3 2026 | Oct 01, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,473 | 41 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Clean Yield Group | History | No change | 1,384 | 39 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| STANCE CAPITAL LLC | History | No change | 1,028 | 38 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | No change | 979 | 36 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 1,268 | 35 | 0.0% | 0.0% | 334 | -58 | -4.37% | Q3 2026 | Nov 04, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 882 | 35 | 0.02% | 0.02% | 335 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Wealth Analytics Partners, LLC | History | New | 1,125 | 31 | 0.01% | — | 336 | +1,125 | New | Q3 2026 | Oct 19, 2026 |
| ASSETMARK, INC | History | Reduced | 1,042 | 29 | 0.0% | 0.0% | 337 | -618 | -37.23% | Q3 2026 | Oct 21, 2026 |
| SHP Wealth Management | History | No change | 796 | 29 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 993 | 28 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 1,000 | 28 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Allied Private Wealth LLC | History | No change | 750 | 26 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Reduced | 582 | 25 | 0.0% | 0.01% | 343 | -8,084 | -93.28% | Q3 2026 | Oct 29, 2026 |
| Princeton Global Asset Management LLC | History | No change | 900 | 25 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 878 | 24 | 0.0% | 0.0% | 345 | +370 | 72.83% | Q3 2026 | Oct 29, 2026 |
| Allworth Financial LP | History | No change | 665 | 24 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | New | 787 | 22 | 0.0% | — | 346 | +787 | New | Q3 2026 | Oct 21, 2026 |
| True Wealth Design, LLC | History | Added to | 713 | 20 | 0.0% | 0.0% | 347 | +658 | 1196.36% | Q3 2026 | Oct 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 523 | 19 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 671 | 18 | 0.0% | 0.0% | 349 | -409 | -37.87% | Q3 2026 | Nov 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 495 | 18 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Torren Management, LLC | History | No change | 673 | 18 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| MATHER GROUP, LLC. | History | Added to | 585 | 16 | 0.0% | 0.0% | 352 | +213 | 57.26% | Q3 2026 | Oct 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 559 | 15 | 0.0% | 0.0% | 353 | -148 | -20.93% | Q3 2026 | Oct 05, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 525 | 14 | 0.02% | — | 355 | +525 | New | Q3 2026 | Oct 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 519 | 14 | 0.0% | 0.0% | 354 | +188 | 56.8% | Q3 2026 | Oct 27, 2026 |
| Nova Financial LLC | History | New | 487 | 13 | 0.01% | — | 358 | +487 | New | Q3 2026 | Nov 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 476 | 13 | 0.0% | 0.0% | 356 | +95 | 24.93% | Q3 2026 | Oct 27, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 361 | 13 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 350 | 12 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dunhill Financial, LLC | History | No change | 350 | 12 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Main Street Group, LTD | History | No change | 429 | 12 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 400 | 11 | 0.0% | — | 363 | +400 | New | Q3 2026 | Oct 07, 2026 |
| Avalon Trust Co | History | No change | 300 | 11 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 357 | 10 | 0.0% | 0.0% | 364 | +64 | 21.84% | Q3 2026 | Nov 05, 2026 |
| Asset Dedication, LLC | History | No change | 329 | 9 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Continuum Advisory, LLC | History | No change | 256 | 9 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NorthAvenue LLC | History | No change | 329 | 9 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Community Financial Services Group, LLC | History | No change | 302 | 8 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 225 | 8 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 196 | 7 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 205 | 7 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ESL Trust Services, LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Purpose Unlimited Inc. | History | No change | 218 | 7 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independence Bank of Kentucky | History | New | 187 | 5 | 0.0% | — | 377 | +187 | New | Q3 2026 | Oct 26, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 180 | 5 | 0.0% | 0.0% | 375 | +64 | 55.17% | Q3 2026 | Oct 26, 2026 |
| BAYBAN | History | No change | 150 | 5 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Millstone Evans Group, LLC | History | No change | 123 | 4 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hartford Financial Management Inc. | History | New | 121 | 3 | 0.0% | — | 385 | +121 | New | Q3 2026 | Oct 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 130 | 3 | 0.0% | 0.0% | 382 | +60 | 85.71% | Q3 2026 | Oct 09, 2026 |
| Colonial Trust Advisors | History | No change | 86 | 3 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Trust, LLC | History | No change | 105 | 3 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 121 | 3 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 101 | 3 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ares Financial Consulting, LLC | History | No change | 111 | 3 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 103 | 2 | 0.0% | 0.01% | 387 | -797 | -88.56% | Q3 2026 | Oct 14, 2026 |
| UMB Private Wealth Management, LLC | History | New | 101 | 2 | 0.0% | — | 396 | +101 | New | Q3 2026 | Oct 19, 2026 |
| Bangor Savings Bank | History | New | 75 | 2 | 0.0% | — | 395 | +75 | New | Q3 2026 | Oct 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 90 | 2 | 0.0% | 0.0% | 390 | +35 | 63.64% | Q3 2026 | Oct 23, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 94 | 2 | 0.0% | 0.0% | 391 | +14 | 17.5% | Q3 2026 | Oct 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 83 | 2 | 0.0% | 0.0% | 389 | +2 | 2.47% | Q3 2026 | Nov 03, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 78 | 2 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 100 | 2 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 104 | 2 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Tidemark, LLC | History | No change | 55 | 2 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GK Wealth Management LLC | History | New | 70 | 1 | 0.0% | — | 405 | +70 | New | Q3 2026 | Oct 09, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 42 | 1 | 0.0% | 0.0% | 402 | -12 | -22.22% | Q3 2026 | Oct 13, 2026 |
| UMB Bank, n.a. | History | No change | 36 | 1 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leonteq Securities AG | History | No change | 51 | 1 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Financial Management Professionals, Inc. | History | No change | 50 | 1 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| IFG Advisory, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 54 | 1 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 32 | 1 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -21,584 | -100.0% | Q3 2026 | Oct 20, 2026 |
| AIA Group Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -20,917 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Plato Investment Management Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -18,710 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Third View Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,931 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Avail Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -7,566 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Abundance Wealth Counselors | History | Closed out | 0 | 0 | — | 0.04% | — | -7,254 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,972 | -100.0% | Q3 2026 | Oct 20, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -6,510 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Bright Futures Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.16% | — | -6,493 | -100.0% | Q3 2026 | Oct 23, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,397 | -100.0% | Q3 2026 | Oct 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,107 | -100.0% | Q3 2026 | Oct 13, 2026 |
| INVESTED ADVISORS | History | Closed out | 0 | 0 | — | 0.18% | — | -5,601 | -100.0% | Q3 2026 | Oct 23, 2026 |
| TRUST CO OF OKLAHOMA | History | Closed out | 0 | 0 | — | 0.05% | — | -5,600 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Miller Financial Services LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -5,595 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Community Bank of Raymore | History | Closed out | 0 | 0 | — | 0.12% | — | -5,500 | -100.0% | Q3 2026 | Oct 23, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -615 | -100.0% | Q3 2026 | Oct 15, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -222 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -168 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 19 | 0 | — | 0.0% | — | -88 | -82.24% | Q3 2026 | Oct 19, 2026 |
| City State Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q3 2026 | Oct 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2026 | Oct 20, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q3 2026 | Oct 27, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Oct 13, 2026 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Oct 30, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q3 2026 | Nov 02, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2026 | Oct 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Nov 04, 2026 |
| SouthState Bank Corp | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Heritage Wealth Advisors | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 16 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Center for Financial Planning, Inc. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Cromwell Holdings LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Quent Capital, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 27 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| LRI Investments, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WPG Advisers, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 29 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |