BETA Technologies, Inc. - BETA
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 33,338,140 | 558,413 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GENERAL ELECTRIC CO | History | No change | 20,310,407 | 448,859 | 95.14% | 92.23% | 2 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| TPG GP A, LLC | History | No change | 16,395,435 | 274,623 | 5.49% | 5.49% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMAZON COM INC | History | No change | 11,753,896 | 259,761 | 6.88% | 4.45% | 4 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BlackRock, Inc. | History | No change | 2,930,242 | 49,081 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 2,576,444 | 43,155 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Evolution Wealth Advisors, LLC | History | New | 1,741,823 | 38,494 | 4.01% | — | 7 | +1,741,823 | New | Q3 2026 | Nov 03, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 2,272,421 | 38,064 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,895,677 | 31,752 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HITE Hedge Asset Management LLC | History | No change | 1,892,275 | 31,695 | 1.74% | 1.74% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,820,798 | 30,498 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empire Life Investments Inc. | History | No change | 1,337,839 | 22,408 | 1.25% | 1.25% | 12 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORGES BANK | History | No change | 1,249,598 | 20,930 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,183,824 | 19,829 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Liberty Street Advisors, Inc. | History | Reduced | 799,202 | 17,662 | 3.81% | 3.3% | 15 | -200,000 | -20.02% | Q3 2026 | Nov 05, 2026 |
| MASTERS CAPITAL MANAGEMENT LLC | History | No change | 1,028,200 | 17,222 | 0.44% | 0.44% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 971,297 | 16,269 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | No change | 890,249 | 14,911 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 795,558 | 13,329 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 752,574 | 12,605 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 672,505 | 11,264 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 429,900 | 9,500 | 0.0% | 0.0% | 22 | +258,128 | 150.27% | Q3 2026 | Nov 05, 2026 |
| MORGAN STANLEY | History | No change | 562,634 | 9,424 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 416,100 | 9,195 | 0.0% | 0.0% | 24 | +187,316 | 81.87% | Q3 2026 | Nov 05, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 371,686 | 8,214 | 0.01% | 0.01% | 25 | -26,130 | -6.57% | Q3 2026 | Nov 03, 2026 |
| Invesco Ltd. | History | No change | 478,671 | 8,017 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 440,151 | 7,372 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 428,900 | 7,184 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Granahan Investment Management, LLC | History | No change | 422,493 | 7,076 | 0.25% | 0.25% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 416,227 | 6,971 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 360,845 | 6,044 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 329,320 | 5,516 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marino Management, LLC | History | No change | 313,992 | 5,259 | 1.1% | 1.1% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 306,997 | 5,052 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | No change | 300,000 | 5,025 | 0.2% | 0.2% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | No change | 263,765 | 4,418 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 258,109 | 4,323 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 248,600 | 4,164 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 225,000 | 3,768 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Burkehill Global Management, LP | History | No change | 225,000 | 3,768 | 0.14% | 0.14% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 220,726 | 3,697 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 177,867 | 2,979 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | New | 131,452 | 2,905 | 0.04% | — | 43 | +131,452 | New | Q3 2026 | Oct 14, 2026 |
| Corps Capital Advisors, LLC | History | Added to | 129,039 | 2,851 | 2.21% | 1.37% | 44 | +27,287 | 26.82% | Q3 2026 | Nov 05, 2026 |
| Quantinno Capital Management LP | History | No change | 166,153 | 2,783 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 164,883 | 2,761 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 124,800 | 2,758 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MARSHALL WACE, LLP | History | No change | 161,119 | 2,698 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 152,100 | 2,547 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 151,118 | 2,531 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Aureus Asset Management, LLC | History | No change | 131,594 | 2,204 | 0.13% | 0.13% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 122,080 | 2,044 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management LP | History | No change | 118,364 | 1,982 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | No change | 118,148 | 1,978 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 116,150 | 1,945 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 87,426 | 1,932 | 0.0% | 0.0% | 56 | +75,419 | 628.13% | Q3 2026 | Nov 02, 2026 |
| Swiss National Bank | History | No change | 108,800 | 1,822 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ghisallo Capital Management LLC | History | No change | 100,000 | 1,675 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 98,240 | 1,645 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SORA INVESTORS LLC | History | No change | 86,000 | 1,440 | 0.11% | 0.11% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 63,962 | 1,413 | 0.0% | 0.0% | 61 | -91,670 | -58.9% | Q3 2026 | Nov 04, 2026 |
| Wealthspire Advisors, LLC | History | No change | 80,131 | 1,342 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 76,300 | 1,278 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 62,015 | 1,038 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| CITIGROUP INC | History | Reduced | 45,934 | 1,015 | 0.0% | 0.0% | 65 | -8,992 | -16.37% | Q3 2026 | Nov 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 59,700 | 999 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 57,952 | 970 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Renaissance Capital LLC | History | Added to | 43,404 | 959 | 0.66% | 0.16% | 68 | +26,533 | 157.27% | Q3 2026 | Oct 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 48,692 | 815 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 48,585 | 814 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | New | 35,908 | 793 | 0.0% | — | 71 | +35,908 | New | Q3 2026 | Nov 04, 2026 |
| IEQ CAPITAL, LLC | History | No change | 47,129 | 789 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 44,597 | 747 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 44,549 | 746 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| RHUMBLINE ADVISERS | History | No change | 43,749 | 732 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SG Americas Securities, LLC | History | No change | 43,099 | 722 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 48,690 | 715 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 42,634 | 714 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 38,585 | 646 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 38,063 | 637 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 37,788 | 634 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | New | 28,128 | 621 | 0.03% | — | 82 | +28,128 | New | Q3 2026 | Oct 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 36,464 | 610 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 35,650 | 597 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 26,587 | 587 | 0.05% | 0.04% | 85 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 34,486 | 577 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jump Financial, LLC | History | No change | 34,323 | 574 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 33,345 | 558 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 32,474 | 543 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Legal & General Group Plc | History | No change | 32,291 | 540 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 31,364 | 525 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FEDERATED HERMES, INC. | History | No change | 29,841 | 499 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Wyoming | History | Added to | 21,944 | 484 | 0.04% | 0.03% | 93 | +5,507 | 33.5% | Q3 2026 | Oct 28, 2026 |
| Green Alpha Advisors, LLC | History | Added to | 21,508 | 475 | 0.32% | 0.24% | 94 | +162 | 0.76% | Q3 2026 | Oct 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 23,061 | 472 | 0.0% | 0.0% | 95 | +7,646 | 49.6% | Q3 2026 | Oct 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 26,533 | 444 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maple Capital Management, Inc. | History | New | 19,964 | 441 | 0.03% | — | 97 | +19,964 | New | Q3 2026 | Nov 02, 2026 |
| Vident Advisory, LLC | History | No change | 25,683 | 430 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Woodline Partners LP | History | No change | 25,000 | 418 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 24,808 | 415 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| LPL Financial LLC | History | No change | 24,679 | 413 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 18,600 | 411 | 0.07% | 0.05% | 102 | +4,000 | 27.4% | Q3 2026 | Nov 03, 2026 |
| Jupiter Topco LLC | History | No change | 23,300 | 389 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hanson & Doremus Investment Management | History | New | 16,901 | 374 | 0.04% | — | 104 | +16,901 | New | Q3 2026 | Oct 16, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 21,426 | 358 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 15,358 | 339 | 0.0% | 0.0% | 106 | +401 | 2.68% | Q3 2026 | Nov 03, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 15,047 | 332 | 0.06% | — | 107 | +15,047 | New | Q3 2026 | Oct 21, 2026 |
| ProShare Advisors LLC | History | New | 14,842 | 328 | 0.0% | — | 108 | +14,842 | New | Q3 2026 | Oct 28, 2026 |
| MetLife Investment Management, LLC | History | No change | 18,643 | 312 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | New | 13,942 | 308 | 0.05% | — | 110 | +13,942 | New | Q3 2026 | Oct 14, 2026 |
| SummitTX Capital, L.P. | History | No change | 18,362 | 307 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 17,958 | 300 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 17,170 | 287 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| DRW Securities, LLC | History | No change | 16,800 | 281 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 12,461 | 275 | 0.0% | — | 115 | +12,461 | New | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 12,124 | 267 | 0.0% | 0.0% | 116 | -94 | -0.77% | Q3 2026 | Nov 02, 2026 |
| Evercore Wealth Management, LLC | History | No change | 15,691 | 262 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 15,600 | 261 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | New | 11,649 | 257 | 0.0% | — | 119 | +11,649 | New | Q3 2026 | Nov 03, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 15,077 | 252 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | New | 11,245 | 248 | 0.02% | — | 121 | +11,245 | New | Q3 2026 | Oct 26, 2026 |
| Cresset Asset Management, LLC | History | No change | 14,719 | 246 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 14,057 | 235 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 13,754 | 230 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 13,162 | 220 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 13,089 | 219 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK HAPOALIM BM | History | No change | 13,000 | 218 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 12,631 | 211 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 12,439 | 208 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 12,300 | 206 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 12,099 | 202 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Capital Management, LLC | History | No change | 11,894 | 199 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 11,317 | 189 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTATE CORP | History | No change | 10,999 | 184 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clean Yield Group | History | No change | 8,324 | 183 | 0.04% | 0.03% | 135 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BESSEMER GROUP INC | History | No change | 10,638 | 178 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,400 | 174 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Brevan Howard Capital Management LP | History | No change | 10,335 | 173 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,037 | 168 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bollard Group LLC | History | No change | 9,798 | 164 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,258 | 155 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARCLAYS PLC | History | No change | 9,201 | 154 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fulcrum Asset Management LLP | History | New | 6,632 | 148 | 0.01% | — | 143 | +6,632 | New | Q3 2026 | Nov 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,793 | 130 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,620 | 102 | 0.0% | 0.0% | 145 | +3,388 | 275.0% | Q3 2026 | Oct 08, 2026 |
| KBC Group NV | History | New | 3,831 | 85 | 0.0% | — | 147 | +3,831 | New | Q3 2026 | Oct 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,854 | 85 | 0.0% | 0.0% | 146 | +281 | 7.86% | Q3 2026 | Nov 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,033 | 84 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GK Wealth Management LLC | History | New | 4,500 | 77 | 0.04% | — | 149 | +4,500 | New | Q3 2026 | Oct 09, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,761 | 61 | 0.0% | 0.0% | 150 | +2,243 | 433.01% | Q3 2026 | Oct 22, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 2,620 | 58 | 0.02% | 0.01% | 151 | -250 | -8.71% | Q3 2026 | Nov 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,290 | 54 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 2,781 | 46 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,722 | 45 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,269 | 38 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,493 | 32 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 1,366 | 30 | 0.0% | 0.0% | 157 | -659 | -32.54% | Q3 2026 | Oct 29, 2026 |
| Manchester Capital Management LLC | History | No change | 1,340 | 29 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | No change | 1,786 | 29 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,774 | 29 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,248 | 27 | 0.0% | 0.0% | 161 | -555 | -30.78% | Q3 2026 | Oct 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,211 | 26 | 0.0% | 0.0% | 163 | +487 | 67.27% | Q3 2026 | Nov 04, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 1,183 | 26 | 0.0% | 0.0% | 162 | +48 | 4.23% | Q3 2026 | Oct 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,438 | 24 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 1,000 | 22 | 0.01% | — | 165 | +967 | 2930.3% | Q3 2026 | Nov 04, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 1,200 | 20 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | New | 813 | 17 | 0.0% | — | 169 | +813 | New | Q3 2026 | Oct 14, 2026 |
| GAMMA Investing LLC | History | Added to | 774 | 17 | 0.0% | 0.0% | 168 | +538 | 227.97% | Q3 2026 | Oct 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,056 | 17 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 947 | 15 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Addison Advisors LLC | History | No change | 900 | 15 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | New | 664 | 14 | 0.0% | — | 174 | +664 | New | Q3 2026 | Oct 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 855 | 14 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 859 | 14 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Community Financial Services Group, LLC | History | Added to | 569 | 12 | 0.0% | 0.0% | 175 | +100 | 21.32% | Q3 2026 | Oct 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 532 | 11 | 0.0% | 0.0% | 177 | -12 | -2.21% | Q3 2026 | Oct 21, 2026 |
| Avion Wealth | History | No change | 500 | 11 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Sawyer & Company, Inc | History | New | 460 | 10 | 0.0% | — | 179 | +460 | New | Q3 2026 | Oct 21, 2026 |
| Rialto Wealth Management, LLC | History | No change | 600 | 10 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 418 | 9 | 0.0% | 0.0% | 180 | +116 | 38.41% | Q3 2026 | Oct 05, 2026 |
| Versant Capital Management, Inc | History | Added to | 402 | 8 | 0.0% | 0.0% | 182 | +332 | 474.29% | Q3 2026 | Oct 01, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 529 | 8 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 500 | 8 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 336 | 7 | 0.0% | — | 185 | +336 | New | Q3 2026 | Oct 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 475 | 7 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 400 | 6 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DeDora Capital, Inc. | History | New | 237 | 5 | 0.0% | — | 191 | +237 | New | Q3 2026 | Oct 26, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 260 | 5 | 0.0% | — | 189 | +213 | 453.19% | Q3 2026 | Oct 26, 2026 |
| Essential Partners LLC | History | Added to | 270 | 5 | 0.0% | 0.0% | 190 | +116 | 75.32% | Q3 2026 | Oct 14, 2026 |
| Darwin Wealth Management, LLC | History | No change | 300 | 5 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bogart Wealth, LLC | History | No change | 300 | 5 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| True Wealth Design, LLC | History | Added to | 222 | 4 | 0.0% | 0.0% | 194 | +22 | 11.0% | Q3 2026 | Oct 13, 2026 |
| US BANCORP \DE\ | History | No change | 221 | 4 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 245 | 4 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ADIRONDACK TRUST CO | History | No change | 141 | 3 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Larson Financial Group LLC | History | New | 135 | 2 | 0.0% | — | 198 | +135 | New | Q3 2026 | Nov 05, 2026 |
| Parkside Financial Bank & Trust | History | New | 103 | 2 | 0.0% | — | 197 | +103 | New | Q3 2026 | Oct 27, 2026 |
| Ascentis Independent Advisors | History | New | 100 | 2 | 0.0% | — | 199 | +100 | New | Q3 2026 | Nov 03, 2026 |
| Elyxium Wealth, LLC | History | New | 100 | 2 | 0.0% | — | 200 | +100 | New | Q3 2026 | Oct 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 167 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 54 | 1 | 0.0% | — | 205 | +54 | New | Q3 2026 | Oct 27, 2026 |
| Bare Financial Services, Inc | History | Added to | 87 | 1 | 0.0% | 0.0% | 204 | +25 | 40.32% | Q3 2026 | Nov 04, 2026 |
| Covestor Ltd | History | Reduced | 41 | 1 | 0.0% | 0.0% | 203 | -2 | -4.65% | Q3 2026 | Oct 30, 2026 |
| North Star Investment Management Corp. | History | No change | 50 | 1 | 0.0% | — | 201 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Roble, Belko & Company, Inc | History | No change | 48 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capricorn Fund Managers Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -77,550 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -37,680 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,827 | -100.0% | Q3 2026 | Oct 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 37 | 0 | — | — | — | +37 | New | Q3 2026 | Oct 20, 2026 |
| Rossby Financial, LCC | History | New | 25 | 0 | — | — | — | +25 | New | Q3 2026 | Nov 05, 2026 |
| Ascentis Wealth Management, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q3 2026 | Nov 03, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Nov 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HM PAYSON & CO | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IMA Advisory Services, Inc. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHP Wealth Management | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPL Wealth Management, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Investors Portfolio Services LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |