BOK FINANCIAL CORP - BOKF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GEORGE KAISER FAMILY FOUNDATION | History | No change | 3,361,707 | 466,873 | 44.83% | 48.76% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,726,300 | 378,628 | 0.07% | 0.07% | 2 | +17,775 | 0.66% | Q2 2026 | Aug 11, 2026 |
| ARIEL INVESTMENTS, LLC | History | Reduced | 1,627,416 | 226,015 | 2.25% | 2.36% | 3 | -22,467 | -1.36% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 1,353,708 | 188,003 | 0.01% | 0.01% | 4 | -64,482 | -4.55% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 1,132,893 | 157,336 | 0.0% | 0.0% | 5 | +16,000 | 1.43% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 988,598 | 137,296 | 0.01% | 0.01% | 6 | +41 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Reduced | 940,022 | 130,550 | 0.0% | 0.0% | 7 | -29,392 | -3.03% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 864,458 | 120,055 | 0.0% | 0.0% | 8 | +9,066 | 1.06% | Q2 2026 | Aug 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 770,026 | 106,941 | 1.98% | — | 9 | +770,026 | New | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 770,021 | 106,940 | 1.0% | — | 10 | +770,021 | New | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 558,394 | 77,549 | 0.04% | 0.02% | 11 | +286,014 | 105.01% | Q2 2026 | Aug 07, 2026 |
| CIBC Bancorp USA Inc. | History | Reduced | 501,695 | 69,675 | 0.08% | 0.1% | 12 | -67,297 | -11.83% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 467,625 | 64,958 | 0.0% | 0.0% | 13 | +64,284 | 15.94% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 429,528 | 59,498 | 0.02% | 0.02% | 14 | +43,225 | 11.19% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 277,985 | 38,606 | 0.0% | 0.0% | 15 | +62,399 | 28.94% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 253,759 | 35,242 | 0.0% | 0.0% | 16 | +10,432 | 4.29% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 244,470 | 33,951 | 0.03% | 0.04% | 17 | -1,223 | -0.5% | Q2 2026 | Aug 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 230,700 | 32,039 | 0.05% | 0.09% | 18 | -193,000 | -45.55% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 211,971 | 29,438 | 0.0% | 0.0% | 19 | -9,007 | -4.08% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 197,479 | 27,891 | 0.04% | 0.05% | 20 | -32,667 | -14.19% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 194,747 | 27,046 | 0.07% | 0.07% | 21 | -468 | -0.24% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | Reduced | 184,091 | 25,566 | 0.0% | 0.0% | 22 | -9,298 | -4.81% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 170,088 | 23,621 | 0.01% | 0.0% | 23 | +152,192 | 850.42% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 167,559 | 23,270 | 0.04% | 0.04% | 24 | +29,539 | 21.4% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 160,610 | 22,305 | 0.02% | 0.04% | 25 | -256,523 | -61.5% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Added to | 148,350 | 20,603 | 0.07% | 0.06% | 26 | +20,800 | 16.31% | Q2 2026 | Aug 10, 2026 |
| NORGES BANK | History | New | 145,252 | 20,172 | 0.0% | — | 27 | +145,252 | New | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 144,070 | 20,008 | 0.0% | 0.0% | 28 | -19,234 | -11.78% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 143,782 | 19,968 | 0.0% | 0.0% | 29 | +866 | 0.61% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 130,848 | 18,172 | 0.0% | 0.0% | 30 | +2,489 | 1.94% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | Added to | 129,350 | 17,964 | 0.25% | 0.25% | 31 | +2,333 | 1.84% | Q2 2026 | Aug 10, 2026 |
| AVENIR CORP | History | Reduced | 124,017 | 17,223 | 2.1% | 1.95% | 32 | -940 | -0.75% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 121,958 | 16,937 | 0.02% | 0.02% | 33 | +40,045 | 48.89% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 119,192 | 16,553 | 0.0% | 0.0% | 34 | -20,718 | -14.81% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 107,442 | 14,921 | 0.01% | 0.0% | 35 | +99,802 | 1306.31% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 97,017 | 13,473 | 0.0% | 0.0% | 36 | +48,918 | 101.7% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 89,956 | 12,493 | 0.01% | 0.03% | 37 | -242,493 | -72.94% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 80,077 | 11,121 | 0.02% | — | 38 | +80,077 | New | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 79,409 | 11,028 | 0.01% | 0.01% | 39 | +32,770 | 70.26% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 75,501 | 10,485 | 0.0% | 0.0% | 40 | -3,877 | -4.88% | Q2 2026 | Aug 13, 2026 |
| Edgestream Partners, L.P. | History | Added to | 75,357 | 10,465 | 0.31% | 0.2% | 41 | +26,571 | 54.46% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | Reduced | 62,859 | 8,729 | 0.01% | 0.01% | 42 | -22,729 | -26.56% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 53,575 | 7,523 | 0.0% | 0.0% | 43 | +35,285 | 192.92% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 53,902 | 7,485 | 0.01% | 0.0% | 44 | +48,302 | 862.54% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 53,576 | 7,440 | 0.03% | 0.03% | 45 | -2,875 | -5.09% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 51,641 | 7,171 | 0.0% | 0.0% | 46 | -9,606 | -15.68% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 50,719 | 7,043 | 0.02% | 0.02% | 47 | -56 | -0.11% | Q2 2026 | Aug 06, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 49,993 | 6,943 | 0.6% | 0.64% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arbejdsmarkedets Tillaegspension | History | New | 47,700 | 6,624 | 0.14% | — | 49 | +47,700 | New | Q2 2026 | Jul 17, 2026 |
| BARCLAYS PLC | History | Reduced | 47,440 | 6,588 | 0.0% | 0.0% | 50 | -23,733 | -33.35% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 47,183 | 6,552 | 0.01% | 0.0% | 51 | +37,696 | 397.34% | Q2 2026 | Aug 06, 2026 |
| FIL Ltd | History | No change | 45,000 | 6,249 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 44,745 | 6,214 | 0.05% | 0.06% | 53 | -260 | -0.58% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 43,817 | 6,085 | 0.01% | — | 54 | +43,817 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 42,428 | 5,892 | 0.0% | 0.0% | 55 | -114,774 | -73.01% | Q2 2026 | Sep 02, 2026 |
| Pathstone Holdings, LLC | History | Added to | 42,306 | 5,875 | 0.02% | 0.02% | 56 | +113 | 0.27% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Added to | 40,632 | 5,642 | 0.0% | 0.0% | 57 | +6,730 | 19.85% | Q2 2026 | Aug 11, 2026 |
| Swiss National Bank | History | Reduced | 39,674 | 5,509 | 0.0% | 0.0% | 58 | -4,300 | -9.78% | Q2 2026 | Aug 11, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 39,655 | 5,507 | 0.24% | 0.24% | 59 | -817 | -2.02% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 37,733 | 5,240 | 0.0% | 0.0% | 60 | -5,207 | -12.13% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 37,432 | 5,198 | 0.02% | 0.0% | 61 | +33,635 | 885.83% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 34,945 | 4,853 | 0.0% | 0.0% | 62 | +14,734 | 72.9% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 33,780 | 4,691 | 0.09% | 0.08% | 63 | +17,203 | 103.78% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 31,849 | 4,423 | 0.01% | 0.01% | 64 | +1,360 | 4.46% | Q2 2026 | Aug 10, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 30,777 | 4,274 | 0.03% | 0.03% | 65 | +7,099 | 29.98% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 30,320 | 4,210 | 0.0% | 0.01% | 66 | -44,508 | -59.48% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 29,855 | 4,146 | 0.22% | 0.11% | 67 | +14,555 | 95.13% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 29,831 | 4,142 | 0.0% | 0.0% | 68 | -16,538 | -35.67% | Q2 2026 | Aug 03, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 28,735 | 3,990 | 0.0% | 0.0% | 69 | +15,257 | 113.2% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 27,368 | 3,800 | 0.0% | 0.0% | 70 | -6,319 | -18.76% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 27,040 | 3,755 | 0.24% | 0.53% | 71 | -19,788 | -42.26% | Q2 2026 | Aug 14, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 26,482 | 3,677 | 0.36% | 0.35% | 72 | +237 | 0.9% | Q2 2026 | Jul 20, 2026 |
| REINHART PARTNERS, LLC. | History | Reduced | 25,917 | 3,599 | 0.08% | 0.1% | 73 | -1,593 | -5.79% | Q2 2026 | Jul 08, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 25,826 | 3,586 | 0.01% | 0.02% | 74 | -10,549 | -29.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 23,040 | 3,199 | 0.0% | 0.0% | 75 | -7,905 | -25.55% | Q2 2026 | Aug 24, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 22,301 | 3,097 | 0.0% | 0.0% | 76 | -2,176 | -8.89% | Q2 2026 | Aug 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 21,195 | 2,943 | 0.15% | 0.05% | 77 | +14,758 | 229.27% | Q2 2026 | Aug 03, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 20,558 | 2,855 | 0.04% | 0.03% | 78 | +5,790 | 39.21% | Q2 2026 | Aug 11, 2026 |
| Verition Fund Management LLC | History | Added to | 20,038 | 2,782 | 0.01% | 0.02% | 79 | +721 | 3.73% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 19,443 | 2,701 | 0.0% | 0.0% | 80 | +1,468 | 8.17% | Q2 2026 | Aug 14, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 19,202 | 2,666 | 0.09% | 0.11% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 19,137 | 2,657 | 0.42% | 0.42% | 82 | +22 | 0.12% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 18,557 | 2,577 | 0.0% | 0.0% | 83 | +1,150 | 6.61% | Q2 2026 | Aug 03, 2026 |
| Fieldview Capital Management, LLC | History | New | 17,938 | 2,491 | 0.71% | — | 84 | +17,938 | New | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Reduced | 17,456 | 2,424 | 0.0% | 0.0% | 85 | -1,914 | -9.88% | Q2 2026 | Aug 13, 2026 |
| Polaris Capital Management, LLC | History | Reduced | 17,364 | 2,411 | 0.23% | 0.19% | 86 | -800 | -4.4% | Q2 2026 | Jul 27, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 15,848 | 2,200 | 0.0% | 0.0% | 87 | +13,768 | 661.92% | Q2 2026 | Aug 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 15,805 | 2,194 | 0.0% | 0.0% | 88 | +12,627 | 397.33% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Added to | 15,723 | 2,183 | 0.0% | 0.0% | 89 | +29 | 0.18% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 14,529 | 2,017 | 0.0% | 0.0% | 90 | +1,548 | 11.93% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 14,258 | 1,980 | 0.0% | 0.0% | 91 | +1,347 | 10.43% | Q2 2026 | Aug 12, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 13,807 | 1,917 | 0.08% | 0.07% | 92 | -3,663 | -20.97% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | New | 13,071 | 1,815 | 0.03% | — | 93 | +13,071 | New | Q2 2026 | Aug 06, 2026 |
| Probity Advisors, Inc. | History | Reduced | 12,613 | 1,751 | 0.25% | 0.26% | 94 | -81 | -0.64% | Q2 2026 | Jul 31, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | Added to | 12,010 | 1,667 | 0.01% | 0.0% | 95 | +7,039 | 141.6% | Q2 2026 | Aug 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 11,927 | 1,656 | 0.0% | 0.0% | 96 | -690 | -5.47% | Q2 2026 | Aug 10, 2026 |
| ALLSTATE CORP | History | Added to | 11,798 | 1,638 | 0.02% | 0.02% | 97 | +44 | 0.37% | Q2 2026 | Aug 13, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 11,300 | 1,597 | 0.53% | — | 98 | +11,300 | New | Q2 2026 | Aug 10, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 10,980 | 1,524 | 0.0% | 0.0% | 99 | +2,198 | 25.03% | Q2 2026 | Aug 17, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 10,815 | 1,501 | 0.11% | 0.11% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,751 | 1,493 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 10,356 | 1,438 | 0.0% | 0.0% | 102 | +3,898 | 60.36% | Q2 2026 | Aug 11, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 10,325 | 1,433 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | Added to | 10,042 | 1,394 | 0.0% | 0.0% | 104 | +6,725 | 202.74% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | New | 9,559 | 1,327 | 0.0% | — | 105 | +9,559 | New | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | New | 9,460 | 1,314 | 0.0% | — | 106 | +9,460 | New | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Reduced | 9,319 | 1,294 | 0.0% | 0.0% | 107 | -2,640 | -22.08% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 9,708 | 1,243 | 0.0% | 0.0% | 108 | +660 | 7.29% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 8,900 | 1,236 | 0.01% | 0.01% | 109 | +500 | 5.95% | Q2 2026 | Jul 23, 2026 |
| SG Americas Securities, LLC | History | Reduced | 8,891 | 1,235 | 0.0% | 0.0% | 110 | -15,135 | -62.99% | Q2 2026 | Aug 07, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 9,460 | 1,212 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,556 | 1,188 | 0.0% | 0.0% | 112 | +3,959 | 86.12% | Q2 2026 | Aug 19, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 8,078 | 1,121 | 0.0% | 0.0% | 113 | -636 | -7.3% | Q2 2026 | Aug 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 8,040 | 1,117 | 0.0% | 0.04% | 114 | -103,284 | -92.78% | Q2 2026 | Aug 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 7,556 | 1,049 | 0.22% | — | 115 | +7,556 | New | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | Reduced | 7,529 | 1,045 | 0.01% | 0.02% | 116 | -1,322 | -14.94% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 7,454 | 1,035 | 0.0% | 0.0% | 117 | -68 | -0.9% | Q2 2026 | Aug 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 7,444 | 1,033 | 0.0% | 0.0% | 118 | +873 | 13.29% | Q2 2026 | Sep 09, 2026 |
| AXQ CAPITAL, LP | History | Added to | 7,363 | 1,022 | 0.11% | 0.07% | 119 | +3,289 | 80.73% | Q2 2026 | Aug 06, 2026 |
| Illinois Municipal Retirement Fund | History | New | 7,339 | 1,019 | 0.01% | — | 120 | +7,339 | New | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Reduced | 7,160 | 994 | 0.0% | 0.0% | 121 | -1,159 | -13.93% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | New | 7,121 | 988 | 0.01% | — | 122 | +7,121 | New | Q2 2026 | Aug 14, 2026 |
| INCEPTIONR LLC | History | New | 6,976 | 968 | 0.24% | — | 123 | +6,976 | New | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 6,621 | 919 | 0.0% | 0.0% | 124 | -52 | -0.78% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,472 | 899 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Oak Thistle LLC | History | New | 6,430 | 892 | 0.09% | — | 126 | +6,430 | New | Q2 2026 | Jul 20, 2026 |
| Frec Markets, Inc. | History | Added to | 6,291 | 873 | 0.08% | 0.06% | 127 | +3,340 | 113.18% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 6,218 | 863 | 0.0% | 0.0% | 128 | +728 | 13.26% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 6,218 | 863 | 0.01% | 0.01% | 129 | -19 | -0.3% | Q2 2026 | Aug 05, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Added to | 6,212 | 862 | 0.08% | 0.05% | 130 | +1,990 | 47.13% | Q2 2026 | Jul 31, 2026 |
| COWA, LLC | History | No change | 6,123 | 850 | 0.21% | 0.21% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vanguard Investments Australia, Ltd. | History | Reduced | 5,588 | 776 | 0.0% | 0.0% | 132 | -553 | -9.01% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,533 | 768 | 0.0% | 0.0% | 133 | +13 | 0.24% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Reduced | 5,449 | 756 | 0.0% | 0.0% | 134 | -632 | -10.39% | Q2 2026 | Aug 07, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 5,430 | 754 | 0.03% | 0.03% | 135 | -2,551 | -31.96% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,306 | 736 | 0.0% | 0.0% | 136 | +112 | 2.16% | Q2 2026 | Aug 13, 2026 |
| Elk River Wealth Management LLC | History | No change | 5,056 | 702 | 0.11% | 0.11% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | No change | 5,000 | 694 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| DRW Securities, LLC | History | New | 4,978 | 691 | 0.02% | — | 139 | +4,978 | New | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 4,975 | 690 | 0.17% | 0.19% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 4,964 | 689 | 0.0% | — | 141 | +4,964 | New | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,933 | 684 | 0.0% | 0.0% | 142 | +2,915 | 144.45% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,856 | 674 | 0.0% | 0.0% | 143 | -2,229 | -31.46% | Q2 2026 | Aug 05, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,827 | 670 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jain Global LLC | History | New | 4,775 | 663 | 0.0% | — | 145 | +4,775 | New | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,713 | 654 | 0.0% | 0.0% | 146 | +307 | 6.97% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Added to | 4,261 | 591 | 0.0% | 0.0% | 147 | +574 | 15.57% | Q2 2026 | Aug 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,235 | 588 | 0.0% | 0.0% | 148 | +430 | 11.3% | Q2 2026 | Aug 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 4,229 | 587 | 0.01% | 0.01% | 149 | -3 | -0.07% | Q2 2026 | Jul 21, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 4,213 | 585 | 0.0% | 0.0% | 150 | -107 | -2.48% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 4,071 | 565 | 0.01% | — | 151 | +4,071 | New | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 4,068 | 564 | 0.0% | 0.0% | 152 | +600 | 17.3% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,626 | 503 | 0.0% | 0.0% | 153 | +77 | 2.17% | Q2 2026 | Jul 27, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 3,592 | 498 | 0.01% | — | 154 | +3,592 | New | Q2 2026 | Jul 13, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 3,520 | 488 | 0.03% | — | 155 | +3,520 | New | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | New | 3,383 | 469 | 0.02% | — | 156 | +3,383 | New | Q2 2026 | Aug 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 3,320 | 461 | 0.01% | 0.01% | 157 | +120 | 3.75% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 3,279 | 455 | 0.01% | 0.01% | 158 | -34 | -1.03% | Q2 2026 | Aug 11, 2026 |
| SYON CAPITAL LLC | History | Reduced | 3,225 | 447 | 0.02% | 0.02% | 159 | -134 | -3.99% | Q2 2026 | Aug 14, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 3,024 | 419 | 0.1% | 0.11% | 160 | +90 | 3.07% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,928 | 406 | 0.0% | 0.0% | 161 | -430 | -12.81% | Q2 2026 | Aug 07, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 2,915 | 404 | 0.07% | — | 162 | +2,915 | New | Q2 2026 | Aug 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 2,878 | 399 | 0.0% | 0.0% | 163 | -29 | -1.0% | Q2 2026 | Jul 17, 2026 |
| Cerity Partners LLC | History | Added to | 2,863 | 397 | 0.0% | 0.0% | 164 | +751 | 35.56% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 2,838 | 394 | 0.0% | 0.0% | 165 | +41 | 1.47% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,795 | 388 | 0.0% | 0.0% | 166 | -143 | -4.87% | Q2 2026 | Aug 07, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 2,771 | 384 | 0.0% | 0.0% | 167 | +381 | 15.94% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | No change | 2,730 | 379 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 2,700 | 374 | 0.02% | — | 169 | +2,700 | New | Q2 2026 | Aug 10, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 2,661 | 369 | 0.08% | 0.08% | 170 | -52 | -1.92% | Q2 2026 | Jul 09, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 2,630 | 365 | 0.0% | 0.0% | 171 | +482 | 22.44% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,625 | 364 | 0.01% | 0.0% | 172 | +1,594 | 154.61% | Q2 2026 | Aug 11, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 2,573 | 357 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | Added to | 2,569 | 356 | 0.0% | 0.0% | 174 | +356 | 16.09% | Q2 2026 | Aug 14, 2026 |
| Heritage Trust Co | History | No change | 2,568 | 356 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Americana Partners, LLC | History | New | 2,468 | 342 | 0.01% | — | 176 | +2,468 | New | Q2 2026 | Aug 05, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 2,458 | 341 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,438 | 338 | 0.0% | 0.0% | 178 | -2,670 | -52.27% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | New | 2,434 | 338 | 0.0% | — | 179 | +2,434 | New | Q2 2026 | Aug 13, 2026 |
| Perbak Capital Partners LLP | History | No change | 2,610 | 334 | 0.08% | 0.08% | 180 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 2,381 | 330 | 0.0% | 0.0% | 181 | -1,737 | -42.18% | Q2 2026 | Jul 30, 2026 |
| M&T BANK CORP | History | Reduced | 2,365 | 328 | 0.0% | 0.0% | 182 | -95 | -3.86% | Q2 2026 | Aug 04, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 2,309 | 320 | 0.0% | 0.0% | 183 | +169 | 7.9% | Q2 2026 | Aug 07, 2026 |
| COMMERCE BANK | History | No change | 2,290 | 318 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | Reduced | 2,217 | 307 | 0.0% | 0.0% | 185 | -29 | -1.29% | Q2 2026 | Aug 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 2,190 | 304 | 0.0% | 0.0% | 186 | +580 | 36.02% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,100 | 291 | 0.0% | 0.0% | 187 | -24,150 | -92.0% | Q2 2026 | Aug 14, 2026 |
| Sagewood Asset Management LP | History | New | 2,089 | 290 | 0.07% | — | 188 | +2,089 | New | Q2 2026 | Jul 29, 2026 |
| Brooklyn Investment Group | History | No change | 2,207 | 282 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 2,018 | 280 | 0.08% | 0.22% | 190 | -4,680 | -69.87% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,007 | 278 | 0.0% | 0.0% | 191 | +636 | 46.39% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,951 | 270 | 0.0% | 0.0% | 192 | +213 | 12.26% | Q2 2026 | Aug 12, 2026 |
| R Squared Ltd | History | New | 1,927 | 267 | 0.14% | — | 194 | +1,927 | New | Q2 2026 | Aug 05, 2026 |
| Quadrature Capital Ltd | History | New | 1,923 | 267 | 0.0% | — | 193 | +1,923 | New | Q2 2026 | Aug 06, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 1,911 | 265 | 0.0% | 0.0% | 195 | -7,109 | -78.81% | Q2 2026 | Aug 14, 2026 |
| CIBC Asset Management Inc | History | Reduced | 1,879 | 260 | 0.0% | 0.0% | 196 | -202 | -9.71% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,859 | 258 | 0.0% | 0.0% | 197 | -255 | -12.06% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,840 | 255 | 0.0% | 0.0% | 198 | -92 | -4.76% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 1,787 | 248 | 0.01% | 0.01% | 199 | -139 | -7.22% | Q2 2026 | Aug 10, 2026 |
| DGS Capital Management, LLC | History | No change | 1,919 | 245 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Quantbot Technologies LP | History | New | 1,732 | 240 | 0.01% | — | 201 | +1,732 | New | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,696 | 236 | 0.0% | 0.0% | 202 | +10 | 0.59% | Q2 2026 | Jul 27, 2026 |
| GAMMA Investing LLC | History | Added to | 1,694 | 235 | 0.01% | 0.01% | 203 | +38 | 2.29% | Q2 2026 | Jul 07, 2026 |
| Centiva Capital, LP | History | Reduced | 1,681 | 233 | 0.0% | 0.0% | 204 | -2,626 | -60.97% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | New | 1,607 | 223 | 0.0% | — | 206 | +1,607 | New | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,611 | 223 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERPAR ADVISORS LLC | History | New | 1,560 | 216 | 0.06% | — | 207 | +1,560 | New | Q2 2026 | Jul 09, 2026 |
| US BANCORP \DE\ | History | Added to | 1,537 | 213 | 0.0% | 0.0% | 208 | +10 | 0.65% | Q2 2026 | Aug 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 1,524 | 211 | 0.0% | — | 210 | +1,524 | New | Q2 2026 | Jul 23, 2026 |
| CITIZENS & NORTHERN CORP | History | New | 1,520 | 211 | 0.05% | — | 209 | +1,520 | New | Q2 2026 | Jul 17, 2026 |
| Headlands Technologies LLC | History | New | 1,502 | 208 | 0.02% | — | 211 | +1,502 | New | Q2 2026 | Aug 12, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 1,465 | 203 | 0.0% | 0.0% | 212 | -4,107 | -73.71% | Q2 2026 | Aug 17, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | New | 1,466 | 203 | 0.0% | — | 213 | +1,466 | New | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 1,443 | 200 | 0.0% | — | 214 | +1,443 | New | Q2 2026 | Aug 12, 2026 |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD | History | No change | 1,400 | 194 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nykredit A/S | History | New | 1,394 | 193 | 0.0% | — | 216 | +1,394 | New | Q2 2026 | Sep 08, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 1,358 | 188 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,302 | 180 | 0.0% | 0.0% | 218 | +802 | 160.4% | Q2 2026 | Aug 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 1,287 | 178 | 0.0% | — | 219 | +1,287 | New | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,238 | 172 | 0.0% | 0.0% | 220 | +10 | 0.81% | Q2 2026 | Aug 14, 2026 |
| Burk Holdings LLC | History | Reduced | 1,215 | 168 | 0.06% | 0.07% | 221 | -56 | -4.41% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 1,251 | 160 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 875 | 121 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KBC Group NV | History | No change | 857 | 119 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 607 | 84 | 0.0% | 0.0% | 225 | +376 | 162.77% | Q2 2026 | Jul 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 568 | 78 | 0.0% | 0.0% | 226 | -59 | -9.41% | Q2 2026 | Jul 28, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 557 | 77 | 0.0% | 0.0% | 227 | -383 | -40.74% | Q2 2026 | Aug 04, 2026 |
| Olistico Wealth, LLC | History | No change | 500 | 69 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Quent Capital, LLC | History | No change | 430 | 59 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Added to | 409 | 56 | 0.0% | 0.0% | 230 | +120 | 41.52% | Q2 2026 | Aug 11, 2026 |
| STRS OHIO | History | Reduced | 398 | 55 | 0.0% | 0.0% | 231 | -49 | -10.96% | Q2 2026 | Jul 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 375 | 52 | 0.0% | 0.0% | 232 | +121 | 47.64% | Q2 2026 | Jul 02, 2026 |
| Smartleaf Asset Management LLC | History | No change | 316 | 43 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 308 | 42 | 0.0% | 0.0% | 234 | +2 | 0.65% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 266 | 36 | 0.0% | 0.0% | 235 | -21 | -7.32% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Holdings, LLC | History | No change | 260 | 36 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 256 | 35 | 0.0% | 0.0% | 237 | -71 | -21.71% | Q2 2026 | Jul 24, 2026 |
| Quarry LP | History | New | 221 | 30 | 0.0% | — | 238 | +221 | New | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | New | 205 | 28 | 0.0% | — | 239 | +205 | New | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | Added to | 184 | 25 | 0.0% | 0.0% | 241 | +171 | 1315.38% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 185 | 25 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | New | 173 | 24 | 0.01% | — | 242 | +173 | New | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 147 | 20 | 0.0% | 0.0% | 244 | -35 | -19.23% | Q2 2026 | Jul 23, 2026 |
| CENTRAL TRUST Co | History | No change | 150 | 20 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| City State Bank | History | No change | 136 | 18 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 125 | 17 | 0.0% | 0.0% | 246 | +53 | 73.61% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 129 | 17 | 0.0% | 0.0% | 248 | -3 | -2.27% | Q2 2026 | Sep 04, 2026 |
| WHITTIER TRUST CO | History | No change | 122 | 17 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Global Retirement Partners, LLC | History | New | 120 | 16 | 0.0% | — | 249 | +120 | New | Q2 2026 | Aug 06, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 115 | 15 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | Reduced | 104 | 14 | 0.0% | 0.0% | 251 | -10 | -8.77% | Q2 2026 | Aug 07, 2026 |
| LRI Investments, LLC | History | Added to | 101 | 14 | 0.0% | 0.0% | 252 | +7 | 7.45% | Q2 2026 | Jul 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 89 | 12 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 90 | 12 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 83 | 11 | 0.0% | 0.0% | 255 | +74 | 822.22% | Q2 2026 | Jul 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 72 | 10 | 0.0% | 0.0% | 256 | +5 | 7.46% | Q2 2026 | Jul 10, 2026 |
| Covestor Ltd | History | Reduced | 55 | 8 | 0.0% | 0.02% | 257 | -158 | -74.18% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | Added to | 61 | 8 | 0.0% | 0.0% | 258 | +1 | 1.67% | Q2 2026 | Jul 20, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 54 | 7 | 0.0% | — | 261 | +54 | New | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 53 | 7 | 0.0% | 0.0% | 260 | +45 | 562.5% | Q2 2026 | Aug 06, 2026 |
| FIRST HORIZON CORP | History | No change | 52 | 7 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 51 | 6 | 0.0% | — | 266 | +51 | New | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Added to | 45 | 6 | 0.0% | 0.0% | 265 | +28 | 164.71% | Q2 2026 | Jul 16, 2026 |
| Clearstead Trust, LLC | History | Added to | 47 | 6 | 0.0% | 0.0% | 264 | +2 | 4.44% | Q2 2026 | Aug 06, 2026 |
| Marquette Asset Management, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFP Advisors, Inc | History | No change | 48 | 6 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bogart Wealth, LLC | History | Added to | 41 | 5 | 0.0% | 0.0% | 267 | +27 | 192.86% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 40 | 5 | 0.0% | 0.0% | 268 | +2 | 5.26% | Q2 2026 | Aug 11, 2026 |
| Ares Financial Consulting, LLC | History | No change | 43 | 5 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Hughes Financial Services, LLC | History | Added to | 34 | 4 | 0.0% | 0.0% | 271 | +5 | 17.24% | Q2 2026 | Jul 20, 2026 |
| Rossby Financial, LCC | History | Added to | 35 | 4 | 0.0% | 0.0% | 272 | +3 | 9.38% | Q2 2026 | Aug 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 29 | 4 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Capital Management Investments LLC | History | New | 24 | 3 | 0.0% | — | 275 | +24 | New | Q2 2026 | Jul 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 27 | 3 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bell Investment Advisors, Inc | History | No change | 28 | 3 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 21 | 2 | 0.0% | — | 277 | +18 | 600.0% | Q2 2026 | Aug 06, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 15 | 2 | 0.0% | — | 284 | +15 | New | Q2 2026 | Aug 04, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 17 | 2 | 0.0% | 0.0% | 279 | +4 | 30.77% | Q2 2026 | Jul 28, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 18 | 2 | 0.0% | 0.0% | 283 | +2 | 12.5% | Q2 2026 | Aug 11, 2026 |
| SouthState Bank Corp | History | No change | 17 | 2 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 16 | 2 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 16 | 2 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sachetta, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Wealth Management Group, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stone House Investment Management, LLC | History | New | 10 | 1 | 0.0% | — | 294 | +10 | New | Q2 2026 | Aug 05, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 11 | 1 | 0.0% | — | 292 | +6 | 120.0% | Q2 2026 | Aug 04, 2026 |
| UMB Bank, n.a. | History | Added to | 11 | 1 | 0.0% | — | 287 | +4 | 57.14% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 10 | 1 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NBT BANK, N.A. | History | No change | 11 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 12 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Avion Wealth | History | No change | 8 | 1 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Cornerstone Financial Management LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.23% | — | -257,045 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,924 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -17,750 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Informed Momentum Co LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -17,377 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Vest Financial, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -16,750 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Professional Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -9,448 | -100.0% | Q2 2026 | Jul 09, 2026 |