BANK OF HAWAII CORP - BOH
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 | 5,774,185 | 470,538 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,537,971 | 206,819 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 2,413,000 | 196,635 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,834,566 | 149,498 | 0.46% | 0.46% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,779,109 | 144,979 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital International Investors | History | No change | 1,320,852 | 107,636 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,214,334 | 98,956 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,376,057 | 94,838 | 0.02% | 0.02% | 8 | +166,859 | 13.8% | Q3 2026 | Nov 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,010,064 | 82,327 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 626,419 | 51,046 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 585,841 | 47,740 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 524,106 | 42,709 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 487,887 | 39,757 | 1.35% | 1.35% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | No change | 464,646 | 37,864 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 448,902 | 36,581 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 446,104 | 36,353 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 429,792 | 35,023 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 403,302 | 32,865 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 395,610 | 32,238 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 140 Summer Partners LP | History | No change | 389,927 | 31,775 | 2.27% | 2.27% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 344,506 | 28,073 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 338,893 | 27,616 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Newport Trust Company, LLC | History | No change | 336,151 | 27,392 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 324,499 | 26,443 | 1.05% | 1.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 323,006 | 26,321 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FJ Capital Management LLC | History | No change | 312,693 | 25,481 | 3.31% | 3.31% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 312,313 | 25,147 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 288,803 | 23,534 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 280,646 | 22,869 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 263,406 | 21,464 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 240,070 | 19,683 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 235,902 | 19,223 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 221,130 | 18,019 | 0.49% | 0.49% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 174,316 | 14,205 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 194,081 | 13,376 | 0.09% | 0.08% | 35 | +35,106 | 22.08% | Q3 2026 | Oct 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 190,667 | 13,140 | 0.01% | 0.01% | 36 | -2,679 | -1.39% | Q3 2026 | Nov 02, 2026 |
| Invesco Ltd. | History | No change | 154,185 | 12,564 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 136,139 | 11,093 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 135,500 | 11,041 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 113,229 | 9,227 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 112,910 | 9,201 | 0.94% | 0.94% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 110,912 | 9,038 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 109,621 | 8,933 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 106,236 | 8,657 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SummitTX Capital, L.P. | History | No change | 100,527 | 8,191 | 0.21% | 0.21% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 100,424 | 8,183 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 93,824 | 7,645 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 90,911 | 7,408 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 79,637 | 6,489 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | No change | 76,669 | 6,247 | 0.32% | 0.32% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 72,426 | 5,901 | 0.08% | 0.08% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AR ASSET MANAGEMENT INC | History | No change | 71,660 | 5,840 | 1.07% | 1.07% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 69,896 | 5,695 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 68,704 | 5,598 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 67,130 | 5,470 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 66,676 | 5,433 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 63,217 | 5,151 | 0.1% | 0.1% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 62,721 | 5,111 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF HAWAII | History | No change | 62,489 | 5,092 | 0.25% | 0.25% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 60,653 | 4,943 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 50,336 | 4,101 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 49,721 | 4,051 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 47,170 | 3,843 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 47,051 | 3,834 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 43,293 | 3,527 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 41,814 | 3,525 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 47,249 | 3,508 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 41,500 | 3,381 | 0.62% | 0.62% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 41,496 | 3,381 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 38,763 | 3,158 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triveni Capital Investments LP | History | No change | 38,176 | 3,110 | 3.71% | 3.71% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 35,127 | 2,862 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 33,719 | 2,747 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 33,102 | 2,696 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 37,679 | 2,596 | 0.0% | 0.0% | 75 | -13,673 | -26.63% | Q3 2026 | Nov 04, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 36,364 | 2,506 | 0.0% | 0.01% | 76 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| JANE STREET GROUP, LLC | History | No change | 29,700 | 2,420 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 28,724 | 2,340 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 28,612 | 2,331 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 28,221 | 2,299 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 27,708 | 2,257 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 26,139 | 2,130 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 26,091 | 2,126 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 25,702 | 2,094 | 0.19% | 0.19% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 25,408 | 2,070 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 29,223 | 2,014 | 0.02% | 0.03% | 86 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Mariner, LLC | History | No change | 23,402 | 1,906 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 23,224 | 1,892 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 22,912 | 1,867 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 21,377 | 1,742 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 20,720 | 1,689 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 20,565 | 1,675 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harrington Investments, INC | History | Added to | 22,163 | 1,527 | 0.73% | 0.86% | 93 | +478 | 2.2% | Q3 2026 | Oct 14, 2026 |
| Focus Partners Wealth | History | No change | 18,455 | 1,503 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 18,381 | 1,497 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 18,321 | 1,492 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Handelsbanken Fonder AB | History | No change | 18,137 | 1,478 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 21,303 | 1,468 | 0.01% | 0.01% | 98 | -790 | -3.58% | Q3 2026 | Oct 14, 2026 |
| Jupiter Topco LLC | History | No change | 17,501 | 1,426 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 17,255 | 1,406 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | No change | 16,783 | 1,367 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| North Star Investment Management Corp. | History | No change | 19,395 | 1,336 | 0.07% | 0.09% | 102 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,684 | 1,278 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 15,279 | 1,245 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 15,153 | 1,234 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 14,831 | 1,208 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 17,288 | 1,191 | 0.14% | 0.18% | 107 | +32 | 0.19% | Q3 2026 | Oct 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 14,393 | 1,173 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 16,800 | 1,157 | 0.02% | 0.02% | 109 | -600 | -3.45% | Q3 2026 | Oct 20, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 13,800 | 1,124 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 13,645 | 1,111 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 13,440 | 1,095 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 15,885 | 1,094 | 0.02% | 0.02% | 113 | -205 | -1.27% | Q3 2026 | Oct 22, 2026 |
| Bleakley Financial Group, LLC | History | No change | 12,576 | 1,024 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 12,286 | 1,001 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 11,941 | 973 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,772 | 959 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 19,602 | 934 | 0.0% | 0.0% | 118 | -2,101 | -9.68% | Q3 2026 | Oct 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 13,417 | 925 | 0.06% | 0.07% | 119 | +674 | 5.29% | Q3 2026 | Oct 22, 2026 |
| Sepio Capital, LP | History | Reduced | 13,281 | 915 | 0.04% | 0.06% | 120 | -294 | -2.17% | Q3 2026 | Oct 22, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,985 | 814 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 9,858 | 803 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 9,733 | 793 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 11,157 | 768 | 0.0% | 0.0% | 124 | +196 | 1.79% | Q3 2026 | Nov 03, 2026 |
| HighTower Advisors, LLC | History | No change | 9,194 | 749 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 10,861 | 748 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Pathstone Holdings, LLC | History | No change | 9,099 | 741 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 9,054 | 737 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 8,800 | 717 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 10,239 | 706 | 0.0% | 0.01% | 130 | -412 | -3.87% | Q3 2026 | Oct 23, 2026 |
| Walleye Capital LLC | History | No change | 8,500 | 692 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 10,005 | 689 | 0.01% | 0.01% | 132 | -604 | -5.69% | Q3 2026 | Oct 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 9,877 | 681 | 0.0% | 0.0% | 133 | +39 | 0.4% | Q3 2026 | Nov 02, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 7,945 | 647 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 9,294 | 640 | 0.01% | — | 136 | +9,294 | New | Q3 2026 | Oct 16, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 9,295 | 640 | 0.0% | 0.0% | 135 | -101 | -1.07% | Q3 2026 | Nov 03, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 7,781 | 634 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,764 | 632 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 8,848 | 609 | 0.01% | 0.01% | 139 | -200 | -2.21% | Q3 2026 | Oct 29, 2026 |
| Walleye Trading LLC | History | No change | 7,314 | 596 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 7,226 | 588 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | Reduced | 8,242 | 568 | 0.0% | 0.0% | 142 | -389 | -4.51% | Q3 2026 | Nov 02, 2026 |
| Arax Advisory Partners | History | No change | 6,943 | 565 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,130 | 559 | 0.01% | 0.01% | 144 | -6,683 | -45.12% | Q3 2026 | Oct 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 6,623 | 539 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HSBC HOLDINGS PLC | History | No change | 6,517 | 529 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 7,566 | 521 | 0.05% | — | 147 | +7,566 | New | Q3 2026 | Oct 29, 2026 |
| Capital International, Inc./CA/ | History | No change | 6,374 | 519 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 7,363 | 507 | 0.02% | 0.01% | 149 | +3,696 | 100.79% | Q3 2026 | Oct 08, 2026 |
| Atria Investments, Inc | History | Reduced | 7,274 | 501 | 0.0% | 0.01% | 150 | -687 | -8.63% | Q3 2026 | Oct 15, 2026 |
| Callan Family Office, LLC | History | No change | 6,069 | 494 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DRW Securities, LLC | History | No change | 6,054 | 493 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 5,801 | 472 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Amundi | History | No change | 5,778 | 470 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vancity Investment Management Ltd | History | No change | 5,752 | 469 | 0.07% | 0.07% | 155 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| IEQ CAPITAL, LLC | History | No change | 5,669 | 462 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 5,626 | 458 | 0.06% | 0.06% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rehmann Capital Advisory Group | History | No change | 5,603 | 456 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 6,439 | 443 | 0.01% | 0.01% | 159 | -630 | -8.91% | Q3 2026 | Oct 27, 2026 |
| Sterling Capital Management LLC | History | Added to | 25,192 | 441 | 0.01% | 0.01% | 160 | +955 | 3.94% | Q3 2026 | Oct 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,370 | 437 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brevan Howard Capital Management LP | History | No change | 5,335 | 434 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 5,297 | 431 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 5,250 | 427 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 5,167 | 421 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SG Americas Securities, LLC | History | No change | 5,148 | 420 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pictet Asset Management Holding SA | History | No change | 6,037 | 416 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Odyssean, LLC | History | No change | 5,046 | 411 | 0.07% | 0.07% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 4,937 | 402 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 5,818 | 400 | 0.0% | 0.0% | 170 | -5,574 | -48.93% | Q3 2026 | Oct 20, 2026 |
| SYON CAPITAL LLC | History | No change | 4,916 | 400 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 4,896 | 398 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 4,857 | 395 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 5,794 | 392 | 0.01% | 0.01% | 175 | -52 | -0.89% | Q3 2026 | Oct 09, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 4,817 | 392 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 4,674 | 380 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,655 | 379 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 5,467 | 376 | 0.0% | 0.0% | 178 | -222 | -3.9% | Q3 2026 | Oct 28, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 4,437 | 361 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | New | 5,332 | 358 | 0.01% | — | 180 | +5,332 | New | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 5,332 | 358 | 0.01% | — | 181 | +5,332 | New | Q3 2026 | Oct 20, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 4,358 | 355 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,304 | 351 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Krilogy Financial LLC | History | Reduced | 5,203 | 348 | 0.01% | 0.01% | 185 | -8 | -0.15% | Q3 2026 | Oct 13, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 4,279 | 348 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | No change | 4,151 | 338 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHICAGO TRUST Co NA | History | No change | 4,898 | 337 | 0.05% | 0.06% | 187 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 4,773 | 328 | 0.02% | 0.03% | 188 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MAIRS & POWER INC | History | No change | 4,000 | 325 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 3,838 | 312 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 4,502 | 310 | 0.0% | 0.0% | 191 | -37 | -0.82% | Q3 2026 | Oct 23, 2026 |
| CIBC Asset Management Inc | History | No change | 3,768 | 307 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RBO & CO LLC | History | No change | 3,773 | 307 | 0.05% | 0.05% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVIDSON TRUST CO | History | No change | 4,415 | 304 | 0.12% | 0.14% | 194 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 3,683 | 300 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 3,649 | 297 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,622 | 295 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 3,623 | 295 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 4,158 | 286 | 0.0% | 0.01% | 199 | -136 | -3.17% | Q3 2026 | Nov 03, 2026 |
| AE Wealth Management LLC | History | No change | 3,435 | 279 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Engineers Gate Manager LP | History | No change | 3,416 | 278 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 3,390 | 276 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,347 | 272 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XPONANCE LLC | History | Reduced | 3,901 | 268 | 0.0% | 0.0% | 205 | -127 | -3.15% | Q3 2026 | Nov 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,291 | 268 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 3,273 | 266 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | Reduced | 3,858 | 265 | 0.0% | 0.0% | 207 | -1,182 | -23.45% | Q3 2026 | Oct 23, 2026 |
| Man Group plc | History | No change | 3,244 | 264 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,231 | 263 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,760 | 259 | 0.0% | 0.0% | 210 | -243 | -6.07% | Q3 2026 | Nov 02, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 3,130 | 255 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3,064 | 249 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,045 | 248 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DF DENT & CO INC | History | No change | 3,025 | 246 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | No change | 3,000 | 244 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 3,550 | 244 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 3,528 | 243 | 0.0% | 0.0% | 217 | +1,024 | 40.89% | Q3 2026 | Oct 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 2,917 | 237 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 2,910 | 237 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,864 | 233 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CADINHA & CO LLC | History | No change | 3,389 | 233 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| UMB Bank, n.a. | History | No change | 2,870 | 233 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 2,840 | 231 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abel Hall, LLC | History | Reduced | 3,294 | 227 | 0.04% | 0.05% | 224 | -130 | -3.8% | Q3 2026 | Oct 19, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 3,282 | 226 | 0.0% | 0.0% | 225 | -562 | -14.62% | Q3 2026 | Nov 04, 2026 |
| Nykredit A/S | History | No change | 2,751 | 224 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,207 | 221 | 0.0% | 0.0% | 227 | +206 | 6.86% | Q3 2026 | Oct 30, 2026 |
| Advisor OS, LLC | History | Reduced | 3,123 | 215 | 0.01% | 0.02% | 228 | -728 | -18.9% | Q3 2026 | Nov 03, 2026 |
| Kera Capital Partners, Inc. | History | No change | 2,646 | 215 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Affirmative Financial Network | History | New | 3,089 | 212 | 0.05% | — | 230 | +3,089 | New | Q3 2026 | Oct 21, 2026 |
| HM PAYSON & CO | History | No change | 2,570 | 209 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 3,031 | 208 | 0.01% | 0.01% | 232 | -112 | -3.56% | Q3 2026 | Oct 28, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 2,464 | 200 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,994 | 162 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Dedication, LLC | History | No change | 2,318 | 159 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,935 | 158 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,927 | 157 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,193 | 151 | 0.0% | 0.0% | 239 | +1 | 0.05% | Q3 2026 | Nov 03, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,833 | 151 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,940 | 133 | 0.0% | 0.0% | 240 | +34 | 1.78% | Q3 2026 | Oct 08, 2026 |
| Bayforest Capital Ltd | History | Added to | 1,678 | 115 | 0.17% | 0.03% | 241 | +1,265 | 306.3% | Q3 2026 | Nov 03, 2026 |
| CoreFirst Bank & Trust | History | No change | 1,410 | 114 | 0.06% | 0.06% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CKW FINANCIAL GROUP | History | No change | 1,562 | 107 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,252 | 102 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | No change | 1,471 | 101 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| IFP Advisors, Inc | History | No change | 1,341 | 92 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 1,006 | 81 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 1,184 | 81 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Versant Capital Management, Inc | History | Reduced | 861 | 59 | 0.01% | 0.01% | 249 | -949 | -52.43% | Q3 2026 | Oct 01, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 719 | 58 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 676 | 54 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 625 | 50 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFG Advisory, LLC | History | No change | 608 | 49 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 660 | 45 | 0.0% | 0.0% | 254 | +6 | 0.92% | Q3 2026 | Nov 04, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 3,000 | 44 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Covestor Ltd | History | Reduced | 612 | 42 | 0.03% | 0.04% | 256 | -320 | -34.33% | Q3 2026 | Oct 30, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 593 | 40 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 492 | 40 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SHP Wealth Management | History | No change | 500 | 40 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 553 | 38 | 0.0% | 0.0% | 260 | -9 | -1.6% | Q3 2026 | Oct 27, 2026 |
| Larson Financial Group LLC | History | No change | 478 | 38 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 548 | 37 | 0.0% | 0.0% | 262 | +396 | 260.53% | Q3 2026 | Oct 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 416 | 33 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 400 | 32 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pflug Koory, LLC | History | No change | 474 | 32 | 0.01% | 0.02% | 265 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Freestone Grove Partners LP | History | No change | 396 | 32 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 451 | 31 | 0.0% | 0.0% | 268 | -44 | -8.89% | Q3 2026 | Nov 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 450 | 31 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 412 | 28 | 0.0% | 0.0% | 269 | +6 | 1.48% | Q3 2026 | Oct 21, 2026 |
| TD Waterhouse Canada Inc. | History | New | 400 | 27 | 0.0% | — | 272 | +400 | New | Q3 2026 | Oct 16, 2026 |
| Peterson Wealth Services | History | No change | 400 | 27 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 335 | 27 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 315 | 26 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Optiver Holding B.V. | History | No change | 317 | 25 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 279 | 22 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graticule Asia Macro Advisors LLC | History | No change | 280 | 22 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADIRONDACK TRUST CO | History | No change | 300 | 20 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 261 | 17 | 0.0% | 0.0% | 278 | -16 | -5.78% | Q3 2026 | Oct 05, 2026 |
| BESSEMER GROUP INC | History | No change | 188 | 16 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 200 | 16 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Root Financial Partners, LLC | History | New | 221 | 15 | 0.0% | — | 282 | +221 | New | Q3 2026 | Oct 21, 2026 |
| Salomon & Ludwin, LLC | History | No change | 224 | 15 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 208 | 14 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 200 | 13 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 182 | 12 | 0.0% | 0.0% | 285 | -35 | -16.13% | Q3 2026 | Oct 26, 2026 |
| Quent Capital, LLC | History | No change | 141 | 11 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mosley Wealth Management | History | Added to | 162 | 10 | 0.0% | 0.0% | 289 | +1 | 0.62% | Q3 2026 | Oct 16, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 127 | 10 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 157 | 10 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Elyxium Wealth, LLC | History | New | 141 | 9 | 0.0% | — | 291 | +141 | New | Q3 2026 | Oct 27, 2026 |
| Essential Partners LLC | History | No change | 144 | 9 | 0.0% | 0.01% | 290 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 8 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPL Wealth Management, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 103 | 7 | 0.0% | 0.0% | 294 | -27 | -20.77% | Q3 2026 | Oct 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 89 | 7 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Quarry LP | History | No change | 82 | 6 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | Reduced | 77 | 5 | 0.0% | 0.0% | 301 | -61 | -44.2% | Q3 2026 | Nov 04, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 83 | 5 | 0.0% | 0.0% | 298 | +5 | 6.41% | Q3 2026 | Oct 27, 2026 |
| Triumph Capital Management | History | No change | 79 | 5 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CVA Family Office, LLC | History | No change | 62 | 5 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Align Financial, LLC | History | No change | 86 | 5 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 78 | 5 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Asset Planning,Inc | History | No change | 70 | 4 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 54 | 4 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Capital Management LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | No change | 45 | 3 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 39 | 3 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | New | 38 | 2 | 0.0% | — | 318 | +38 | New | Q3 2026 | Oct 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 38 | 2 | 0.0% | 0.0% | 311 | +15 | 65.22% | Q3 2026 | Oct 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 32 | 2 | 0.0% | 0.0% | 312 | -6 | -15.79% | Q3 2026 | Nov 03, 2026 |
| Fortitude Family Office, LLC | History | Added to | 35 | 2 | 0.0% | 0.0% | 314 | +3 | 9.38% | Q3 2026 | Oct 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Kilter Group LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 33 | 2 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Wealth Management, LLC | History | New | 18 | 1 | 0.0% | — | 325 | +18 | New | Q3 2026 | Nov 03, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 17 | 1 | 0.0% | — | 326 | +17 | New | Q3 2026 | Oct 30, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 29 | 1 | 0.0% | 0.0% | 323 | +15 | 107.14% | Q3 2026 | Oct 27, 2026 |
| Manchester Capital Management LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| High Note Wealth, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Continuum Advisory, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valued Wealth Advisors LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Closed out | 0 | 0 | — | 0.52% | — | -383,883 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,663 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,663 | -100.0% | Q3 2026 | Oct 26, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,377 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Radnor Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,649 | -100.0% | Q3 2026 | Oct 23, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -2,600 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,516 | -100.0% | Q3 2026 | Nov 03, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Fairway Wealth LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Oct 30, 2026 |
| Cedar Mountain Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Oct 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 13 | 0 | — | 0.0% | — | -6 | -31.58% | Q3 2026 | Oct 28, 2026 |
| UMB Private Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 19, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 12 | 0 | — | — | — | +3 | 33.33% | Q3 2026 | Oct 27, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Nov 03, 2026 |
| GK Wealth Management LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 09, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 08, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q3 2026 | Oct 15, 2026 |
| RHL GROUP, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 03, 2026 |
| SouthState Bank Corp | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Horizon Investments, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Evolution Advisers, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| LRI Investments, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| WPG Advisers, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HFM Investment Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |