BUCKLE INC - BKE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 4,949,960 | 208,888 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,553,537 | 107,759 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,422,794 | 60,041 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,367,802 | 58,747 | 0.01% | 0.01% | 4 | +1,864 | 0.14% | Q3 2026 | Nov 04, 2026 |
| STATE STREET CORP | History | No change | 1,386,969 | 58,504 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,381,986 | 58,319 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,265,402 | 53,399 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,244,348 | 52,511 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,139,852 | 48,101 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,034,584 | 43,665 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 861,373 | 36,349 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 650,863 | 27,466 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 604,673 | 25,517 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 509,251 | 21,490 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impala Asset Management LLC | History | No change | 412,000 | 17,386 | 9.86% | 9.86% | 15 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 361,656 | 15,261 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 349,274 | 14,739 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 327,046 | 13,801 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 294,163 | 12,413 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Street Capital Management, LLC | History | No change | 271,903 | 11,474 | 1.61% | 1.61% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 262,491 | 11,077 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Added to | 249,431 | 10,713 | 0.01% | 0.0% | 22 | +192,018 | 334.45% | Q3 2026 | Nov 02, 2026 |
| Qube Research & Technologies Ltd | History | No change | 243,645 | 10,281 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 238,486 | 10,064 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPROTT INC. | History | No change | 235,000 | 9,917 | 0.31% | 0.31% | 25 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | No change | 225,889 | 9,532 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 223,200 | 9,419 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 220,425 | 9,301 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 220,290 | 9,296 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MARSHALL WACE, LLP | History | No change | 218,376 | 9,215 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 215,028 | 9,074 | 0.14% | 0.14% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 212,224 | 8,955 | 0.39% | 0.39% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 206,030 | 8,694 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 195,676 | 8,257 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 193,549 | 8,159 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacer Advisors, Inc. | History | No change | 176,599 | 7,452 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 171,351 | 7,231 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 162,650 | 6,863 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 156,223 | 6,592 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 149,768 | 6,432 | 0.0% | 0.0% | 40 | -45,966 | -23.48% | Q3 2026 | Nov 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 140,216 | 5,917 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 132,881 | 5,607 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 118,804 | 5,102 | 0.0% | 0.0% | 43 | +52,498 | 79.18% | Q3 2026 | Nov 04, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 119,364 | 5,037 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 116,224 | 4,904 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 115,023 | 4,853 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DENALI ADVISORS LLC | History | No change | 112,500 | 4,747 | 0.48% | 0.48% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 106,306 | 4,486 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RHUMBLINE ADVISERS | History | No change | 96,368 | 4,066 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 93,932 | 3,963 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestcor Inc | History | No change | 86,103 | 3,634 | 0.09% | 0.09% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 79,500 | 3,354 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Voleon Capital Management LP | History | No change | 79,290 | 3,346 | 0.06% | 0.06% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 78,587 | 3,316 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 78,215 | 3,248 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 76,627 | 3,233 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 73,533 | 3,103 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 71,973 | 3,052 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 70,313 | 2,967 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 69,606 | 2,937 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 66,656 | 2,812 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 66,498 | 2,806 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | New | 63,945 | 2,746 | 0.01% | — | 63 | +63,945 | New | Q3 2026 | Nov 02, 2026 |
| Freestone Grove Partners LP | History | No change | 64,192 | 2,708 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Added to | 62,693 | 2,692 | 0.11% | 0.1% | 65 | +4,797 | 8.29% | Q3 2026 | Oct 22, 2026 |
| STEVENS CAPITAL PARTNERS | History | No change | 61,446 | 2,639 | 0.46% | 0.49% | 66 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 61,336 | 2,634 | 0.06% | 0.17% | 67 | -139,889 | -69.52% | Q3 2026 | Oct 16, 2026 |
| Swiss National Bank | History | No change | 62,000 | 2,616 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 61,287 | 2,586 | 0.17% | 0.17% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 56,900 | 2,443 | 0.34% | 0.35% | 70 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 55,433 | 2,339 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 55,300 | 2,333 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 53,676 | 2,265 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ruffer LLP | History | No change | 51,230 | 2,159 | 0.08% | 0.08% | 74 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ALGERT GLOBAL LLC | History | No change | 49,820 | 2,102 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 49,447 | 2,086 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 44,573 | 1,914 | 0.0% | 0.0% | 77 | -897 | -1.97% | Q3 2026 | Oct 22, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 44,109 | 1,894 | 0.03% | 0.02% | 78 | +13,286 | 43.1% | Q3 2026 | Oct 27, 2026 |
| OFS Enterprise LLC | History | Added to | 43,794 | 1,880 | 0.49% | 0.47% | 79 | +15 | 0.03% | Q3 2026 | Oct 16, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 36,793 | 1,852 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Unison Advisors LLC | History | Added to | 42,915 | 1,843 | 0.13% | 0.13% | 81 | +347 | 0.82% | Q3 2026 | Oct 28, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 43,500 | 1,835 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 40,846 | 1,723 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | No change | 39,175 | 1,653 | 0.52% | 0.52% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 38,085 | 1,607 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 36,600 | 1,544 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | No change | 36,000 | 1,519 | 0.32% | 0.32% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 35,931 | 1,516 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allianz Asset Management GmbH | History | No change | 35,909 | 1,515 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Polaris Capital Management, LLC | History | Reduced | 35,083 | 1,506 | 0.16% | 0.19% | 90 | -11,500 | -24.69% | Q3 2026 | Oct 21, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 34,947 | 1,474 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 34,510 | 1,456 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 33,351 | 1,407 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 32,185 | 1,358 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 32,161 | 1,357 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IMC-Chicago, LLC | History | No change | 31,300 | 1,320 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RBF Capital, LLC | History | No change | 30,000 | 1,266 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 29,427 | 1,263 | 0.0% | 0.0% | 98 | +3,939 | 15.45% | Q3 2026 | Oct 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 29,610 | 1,249 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 28,656 | 1,209 | 0.06% | 0.06% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 28,585 | 1,206 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Added to | 26,700 | 1,146 | 0.58% | 0.53% | 102 | +2,700 | 11.25% | Q3 2026 | Oct 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 27,080 | 1,143 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 24,828 | 1,047 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 24,520 | 1,034 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 24,011 | 1,031 | 0.0% | 0.0% | 106 | -2,361 | -8.95% | Q3 2026 | Oct 27, 2026 |
| Horizon Investments, LLC | History | No change | 24,649 | 1,031 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Global Investments | History | Added to | 23,778 | 1,021 | 0.05% | 0.05% | 108 | +269 | 1.14% | Q3 2026 | Oct 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 23,501 | 1,009 | 0.0% | 0.0% | 109 | +2,934 | 14.27% | Q3 2026 | Oct 20, 2026 |
| North Star Investment Management Corp. | History | No change | 22,000 | 944 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| IEQ CAPITAL, LLC | History | No change | 21,442 | 904 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | No change | 20,922 | 882 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 20,231 | 854 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 19,208 | 810 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Holocene Advisors, LP | History | No change | 18,795 | 793 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 18,506 | 780 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 18,329 | 773 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 17,538 | 740 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 17,431 | 735 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 16,949 | 727 | 0.0% | 0.0% | 120 | +5,604 | 49.4% | Q3 2026 | Oct 27, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 16,427 | 704 | 0.01% | 0.01% | 121 | -5,192 | -24.02% | Q3 2026 | Oct 15, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 16,474 | 695 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 16,056 | 689 | 0.07% | 0.07% | 123 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 15,962 | 673 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 15,188 | 652 | 0.01% | 0.01% | 125 | +6,460 | 74.01% | Q3 2026 | Oct 23, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 15,100 | 637 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 15,031 | 634 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 14,988 | 632 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fulcrum Asset Management LLP | History | New | 14,396 | 622 | 0.03% | — | 129 | +14,396 | New | Q3 2026 | Nov 04, 2026 |
| Quantinno Capital Management LP | History | No change | 14,431 | 609 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 13,952 | 588 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BURNEY CO/ | History | No change | 13,511 | 580 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 13,529 | 570 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 13,500 | 569 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | No change | 13,506 | 569 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 13,200 | 566 | 0.01% | 0.01% | 136 | -200 | -1.49% | Q3 2026 | Oct 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,001 | 563 | 0.0% | 0.0% | 137 | +6,374 | 96.18% | Q3 2026 | Oct 13, 2026 |
| Jupiter Topco LLC | History | No change | 13,040 | 550 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 12,625 | 532 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 12,100 | 511 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 11,653 | 491 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RFG Advisory, LLC | History | New | 11,393 | 489 | 0.01% | — | 142 | +11,393 | New | Q3 2026 | Nov 03, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 11,160 | 470 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lincoln Capital LLC | History | No change | 10,300 | 442 | 0.08% | 0.08% | 144 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 9,891 | 424 | 0.02% | 0.02% | 145 | +22 | 0.22% | Q3 2026 | Oct 15, 2026 |
| Jump Financial, LLC | History | No change | 10,029 | 423 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Range Financial Group LLC | History | Added to | 9,678 | 415 | 0.12% | 0.11% | 147 | +67 | 0.7% | Q3 2026 | Oct 20, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,767 | 412 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BOKF, NA | History | Added to | 9,434 | 405 | 0.01% | 0.01% | 149 | +800 | 9.27% | Q3 2026 | Oct 27, 2026 |
| XTX Topco Ltd | History | No change | 9,426 | 397 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | No change | 9,136 | 392 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 9,228 | 389 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Watershed Asset Management, L.L.C. | History | No change | 8,970 | 378 | 0.34% | 0.34% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 8,705 | 373 | 0.0% | 0.0% | 154 | +176 | 2.06% | Q3 2026 | Nov 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 8,670 | 372 | 0.0% | 0.0% | 155 | -129 | -1.47% | Q3 2026 | Nov 02, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 8,764 | 369 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optimist Retirement Group LLC | History | No change | 8,228 | 353 | 0.14% | 0.13% | 157 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Amundi | History | No change | 8,315 | 350 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 8,050 | 346 | 0.0% | 0.0% | 159 | -164 | -2.0% | Q3 2026 | Oct 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 7,992 | 337 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 7,981 | 336 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,817 | 335 | 0.0% | 0.0% | 163 | -278 | -3.43% | Q3 2026 | Oct 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,929 | 335 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 7,829 | 330 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 7,704 | 325 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 7,676 | 323 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 7,630 | 321 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brevan Howard Capital Management LP | History | No change | 7,567 | 319 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,540 | 318 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 7,275 | 312 | 0.0% | 0.0% | 170 | +42 | 0.58% | Q3 2026 | Nov 03, 2026 |
| Quadrature Capital Ltd | History | No change | 7,391 | 311 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Engineers Gate Manager LP | History | No change | 7,270 | 306 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,228 | 305 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 6,918 | 297 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Camelot Portfolios, LLC | History | No change | 6,964 | 293 | 0.21% | 0.21% | 175 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Inspire Advisors, LLC | History | No change | 6,882 | 290 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 6,728 | 288 | 0.0% | 0.0% | 177 | -1,994 | -22.86% | Q3 2026 | Oct 28, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 6,734 | 284 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 6,303 | 266 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WINTON GROUP Ltd | History | No change | 6,300 | 265 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 6,245 | 263 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 6,038 | 254 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clark Asset Management, LLC | History | No change | 5,717 | 245 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Mariner, LLC | History | No change | 5,665 | 239 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,508 | 236 | 0.0% | 0.0% | 185 | +2,640 | 92.05% | Q3 2026 | Oct 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,557 | 235 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 5,461 | 234 | 0.01% | 0.0% | 187 | +2,379 | 77.19% | Q3 2026 | Oct 08, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 5,500 | 232 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 5,380 | 231 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 5,328 | 224 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Centiva Capital, LP | History | No change | 5,294 | 223 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 5,205 | 223 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 5,183 | 222 | 0.01% | 0.01% | 193 | -364 | -6.56% | Q3 2026 | Oct 08, 2026 |
| ClearAlpha Technologies LP | History | No change | 5,274 | 222 | 0.38% | 0.38% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,054 | 213 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWINBEECH CAPITAL LP | History | No change | 4,996 | 210 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,873 | 209 | 0.0% | 0.0% | 197 | +93 | 1.95% | Q3 2026 | Nov 02, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,970 | 209 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLSTATE CORP | History | No change | 4,765 | 201 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 4,745 | 200 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 4,226 | 178 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIKING FUND MANAGEMENT LLC | History | No change | 4,000 | 171 | 0.01% | 0.02% | 202 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Arax Advisory Partners | History | No change | 3,971 | 167 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,659 | 154 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,456 | 146 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DekaBank Deutsche Girozentrale | History | Reduced | 3,184 | 138 | 0.0% | 0.0% | 206 | -22,770 | -87.73% | Q3 2026 | Oct 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,921 | 123 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 2,805 | 120 | 0.0% | 0.0% | 209 | +146 | 5.49% | Q3 2026 | Oct 16, 2026 |
| MACQUARIE GROUP LTD | History | No change | 2,855 | 120 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,205 | 93 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NFSG Corp | History | No change | 2,164 | 92 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Nykredit A/S | History | No change | 2,170 | 91 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,888 | 79 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 1,711 | 72 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,400 | 60 | 0.0% | 0.0% | 215 | -7,600 | -84.44% | Q3 2026 | Nov 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,391 | 59 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,322 | 56 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,239 | 53 | 0.0% | 0.0% | 218 | +385 | 45.08% | Q3 2026 | Oct 01, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,209 | 51 | 0.0% | 0.0% | 219 | +381 | 46.01% | Q3 2026 | Oct 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,102 | 47 | 0.0% | 0.0% | 221 | -3 | -0.27% | Q3 2026 | Oct 27, 2026 |
| Allworth Financial LP | History | No change | 1,134 | 47 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,083 | 46 | 0.0% | 0.0% | 222 | +969 | 850.0% | Q3 2026 | Oct 22, 2026 |
| KBC Group NV | History | No change | 1,024 | 44 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,007 | 42 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 854 | 36 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 797 | 34 | 0.0% | 0.0% | 226 | +69 | 9.48% | Q3 2026 | Nov 04, 2026 |
| GROUP ONE TRADING LLC | History | No change | 742 | 31 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 700 | 29 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| S&T BANK/PA | History | No change | 675 | 28 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 648 | 26 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 597 | 25 | 0.0% | 0.0% | 231 | +432 | 261.82% | Q3 2026 | Oct 08, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 551 | 23 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| WealthCollab, LLC | History | No change | 567 | 23 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essential Partners LLC | History | Added to | 479 | 20 | 0.01% | 0.01% | 236 | +111 | 30.16% | Q3 2026 | Oct 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 475 | 20 | 0.0% | 0.0% | 235 | +106 | 28.73% | Q3 2026 | Oct 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 496 | 20 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 399 | 17 | 0.0% | 0.0% | 237 | +284 | 246.96% | Q3 2026 | Oct 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 381 | 16 | 0.0% | 0.0% | 238 | +105 | 38.04% | Q3 2026 | Nov 03, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 337 | 14 | 0.0% | 0.0% | 241 | +301 | 836.11% | Q3 2026 | Oct 26, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 346 | 14 | 0.0% | 0.0% | 240 | +26 | 8.13% | Q3 2026 | Oct 27, 2026 |
| US BANCORP \DE\ | History | No change | 351 | 14 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Miller Capital Partners, Inc. | History | No change | 350 | 14 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 191 | 8 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 175 | 7 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | New | 148 | 6 | 0.0% | — | 249 | +148 | New | Q3 2026 | Oct 21, 2026 |
| True Wealth Design, LLC | History | Added to | 147 | 6 | 0.0% | 0.0% | 247 | +68 | 86.08% | Q3 2026 | Oct 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 151 | 6 | 0.0% | 0.0% | 246 | -16 | -9.58% | Q3 2026 | Oct 05, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 146 | 6 | 0.0% | 0.0% | 248 | +1 | 0.69% | Q3 2026 | Oct 28, 2026 |
| BESSEMER GROUP INC | History | No change | 137 | 6 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 135 | 5 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 102 | 4 | 0.0% | — | 255 | +102 | New | Q3 2026 | Oct 23, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 94 | 4 | 0.0% | — | 256 | +94 | New | Q3 2026 | Oct 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 107 | 4 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Altshuler Shaham Ltd | History | No change | 96 | 4 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 104 | 4 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Synergy Investment Management, LLC | History | No change | 102 | 4 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| WPG Advisers, LLC | History | No change | 86 | 3 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 61 | 2 | 0.0% | — | 261 | +61 | New | Q3 2026 | Oct 15, 2026 |
| Marquette Asset Management, LLC | History | New | 48 | 2 | 0.0% | — | 260 | +48 | New | Q3 2026 | Oct 09, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 56 | 2 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | Reduced | 45 | 1 | 0.0% | 0.0% | 269 | -22 | -32.84% | Q3 2026 | Nov 04, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 31 | 1 | 0.0% | — | 262 | +13 | 72.22% | Q3 2026 | Oct 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 25 | 1 | 0.0% | 0.0% | 263 | -6 | -19.35% | Q3 2026 | Nov 03, 2026 |
| Fortitude Family Office, LLC | History | Added to | 26 | 1 | 0.0% | — | 267 | +3 | 13.04% | Q3 2026 | Oct 14, 2026 |
| Crewe Advisors LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 39 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valued Wealth Advisors LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Wealth Management Group, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -103,444 | -100.0% | Q3 2026 | Nov 02, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.61% | — | -63,000 | -100.0% | Q3 2026 | Nov 02, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,878 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Burford Brothers, Inc. | History | Closed out | 0 | 0 | — | 0.28% | — | -18,090 | -100.0% | Q3 2026 | Oct 21, 2026 |
| SEB Asset Management AB | History | Closed out | 0 | 0 | — | 0.0% | — | -15,955 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Baron Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,717 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.23% | — | -5,820 | -100.0% | Q3 2026 | Nov 03, 2026 |
| SHARIAPORTFOLIO, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -5,375 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -1,426 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -757 | -100.0% | Q3 2026 | Oct 29, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2026 | Oct 15, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2026 | Oct 02, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 23 | 0 | — | — | — | +23 | New | Q3 2026 | Oct 20, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q3 2026 | Oct 15, 2026 |
| Ascentis Wealth Management, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Nov 03, 2026 |
| ASSETMARK, INC | History | Reduced | 3 | 0 | — | — | — | -6 | -66.67% | Q3 2026 | Oct 21, 2026 |
| Retirement Wealth Solutions LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Nov 04, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 09, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 10 | 0 | — | — | — | +1 | 11.11% | Q3 2026 | Nov 03, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q3 2026 | Oct 16, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| Manchester Capital Management LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| First Command Advisory Services, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CVA Family Office, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Davis Capital Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |