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% | 44.83% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,768,990 | 350,010 | 0.06% | 0.07% | 2 | +42,690 | 1.57% | Q3 2026 | Nov 04, 2026 |
| ARIEL INVESTMENTS, LLC | History | No change | 1,627,416 | 226,015 | 2.25% | 2.25% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1,353,708 | 188,003 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 1,132,893 | 157,336 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 988,598 | 137,296 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 940,022 | 130,550 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 864,458 | 120,055 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 770,021 | 106,940 | 1.0% | 1.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 769,991 | 97,326 | 1.63% | 1.98% | 10 | -35 | -0.0% | Q3 2026 | Nov 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 558,394 | 77,549 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 501,695 | 69,675 | 0.08% | 0.08% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 467,625 | 64,958 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 429,528 | 59,498 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 277,985 | 38,606 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 253,759 | 35,242 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 244,470 | 33,951 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 230,700 | 32,039 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 211,971 | 29,438 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 194,747 | 27,046 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 184,091 | 25,566 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 201,282 | 25,450 | 0.04% | 0.04% | 22 | +3,803 | 1.93% | Q3 2026 | Nov 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 170,088 | 23,621 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arbejdsmarkedets Tillaegspension | History | Added to | 185,000 | 23,384 | 0.59% | 0.14% | 24 | +137,300 | 287.84% | Q3 2026 | Oct 30, 2026 |
| HRT FINANCIAL LP | History | No change | 167,559 | 23,270 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 160,610 | 22,305 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 148,350 | 20,603 | 0.07% | 0.07% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORGES BANK | History | No change | 145,252 | 20,172 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 143,782 | 19,968 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 130,848 | 18,172 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 142,821 | 18,052 | 0.0% | 0.0% | 31 | -1,249 | -0.87% | Q3 2026 | Nov 05, 2026 |
| AVENIR CORP | History | No change | 124,017 | 17,223 | 2.1% | 2.1% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 121,958 | 16,937 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 119,192 | 16,553 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOKF, NA | History | Reduced | 127,732 | 16,145 | 0.24% | 0.25% | 35 | -1,618 | -1.25% | Q3 2026 | Oct 27, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 107,442 | 14,921 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 108,284 | 13,687 | 0.0% | 0.0% | 37 | +78,453 | 262.99% | Q3 2026 | Nov 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 97,017 | 13,473 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 89,956 | 12,493 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 80,077 | 11,121 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 79,409 | 11,028 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 75,501 | 10,485 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Edgestream Partners, L.P. | History | No change | 75,357 | 10,465 | 0.31% | 0.31% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | No change | 62,859 | 8,729 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 53,575 | 7,523 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 53,902 | 7,485 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 53,576 | 7,440 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 51,641 | 7,171 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 50,719 | 7,043 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | No change | 47,440 | 6,588 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 47,183 | 6,552 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 49,993 | 6,319 | 0.57% | 0.6% | 52 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| FIL Ltd | History | No change | 45,000 | 6,249 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 44,745 | 6,214 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 43,817 | 6,085 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 42,428 | 5,892 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Pathstone Holdings, LLC | History | No change | 42,306 | 5,875 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 40,632 | 5,642 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Swiss National Bank | History | No change | 39,674 | 5,509 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 37,733 | 5,240 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 37,432 | 5,198 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 34,945 | 4,853 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 33,780 | 4,691 | 0.09% | 0.09% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 35,449 | 4,480 | 0.18% | 0.24% | 64 | -4,206 | -10.61% | Q3 2026 | Nov 04, 2026 |
| Brevan Howard Capital Management LP | History | No change | 30,777 | 4,274 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 30,320 | 4,210 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 29,855 | 4,146 | 0.22% | 0.22% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 28,735 | 3,990 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 27,368 | 3,800 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 27,040 | 3,755 | 0.24% | 0.24% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 25,826 | 3,586 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ISTHMUS PARTNERS, LLC | History | Reduced | 26,467 | 3,345 | 0.32% | 0.36% | 72 | -15 | -0.06% | Q3 2026 | Oct 21, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 23,040 | 3,199 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| RHUMBLINE ADVISERS | History | No change | 22,301 | 3,097 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 21,195 | 2,943 | 0.15% | 0.15% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 22,800 | 2,881 | 0.02% | 0.0% | 76 | +21,335 | 1456.31% | Q3 2026 | Nov 05, 2026 |
| Summit Trail Advisors, LLC | History | No change | 20,558 | 2,855 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Verition Fund Management LLC | History | No change | 20,038 | 2,782 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 19,443 | 2,701 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 19,202 | 2,666 | 0.09% | 0.09% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTIN & CO INC /TN/ | History | No change | 19,137 | 2,657 | 0.42% | 0.42% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 18,557 | 2,577 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Fieldview Capital Management, LLC | History | No change | 17,938 | 2,491 | 0.71% | 0.71% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 17,456 | 2,424 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 18,884 | 2,386 | 0.05% | 0.01% | 85 | +15,292 | 425.72% | Q3 2026 | Oct 16, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 15,848 | 2,200 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 15,805 | 2,194 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 15,723 | 2,183 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polaris Capital Management, LLC | History | Reduced | 16,564 | 2,093 | 0.22% | 0.23% | 89 | -800 | -4.61% | Q3 2026 | Oct 21, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 14,258 | 1,980 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | Added to | 15,660 | 1,979 | 0.03% | 0.03% | 91 | +2,589 | 19.81% | Q3 2026 | Nov 04, 2026 |
| Creative Planning | History | Added to | 15,330 | 1,937 | 0.0% | 0.0% | 92 | +801 | 5.51% | Q3 2026 | Nov 02, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 13,807 | 1,917 | 0.08% | 0.08% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | No change | 12,010 | 1,667 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 11,927 | 1,656 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALLSTATE CORP | History | No change | 11,798 | 1,638 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 10,980 | 1,524 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,751 | 1,493 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Probity Advisors, Inc. | History | Reduced | 11,762 | 1,486 | 0.21% | 0.25% | 99 | -851 | -6.75% | Q3 2026 | Oct 23, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 11,384 | 1,438 | 0.02% | 0.01% | 101 | +4,045 | 55.12% | Q3 2026 | Nov 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 10,356 | 1,438 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 11,192 | 1,415 | 0.49% | 0.53% | 102 | -108 | -0.96% | Q3 2026 | Nov 04, 2026 |
| LPL Financial LLC | History | No change | 10,042 | 1,394 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 10,815 | 1,367 | 0.1% | 0.11% | 104 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 9,559 | 1,327 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 9,460 | 1,314 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 10,263 | 1,297 | 0.01% | 0.01% | 107 | -62 | -0.6% | Q3 2026 | Nov 05, 2026 |
| Man Group plc | History | No change | 9,319 | 1,294 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oak Thistle LLC | History | Added to | 9,984 | 1,261 | 0.12% | 0.09% | 109 | +3,554 | 55.27% | Q3 2026 | Oct 21, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 9,708 | 1,243 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,900 | 1,236 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SG Americas Securities, LLC | History | No change | 8,891 | 1,235 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,556 | 1,188 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 8,078 | 1,121 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Treasurer of the State of North Carolina | History | No change | 8,040 | 1,117 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 7,556 | 1,049 | 0.22% | 0.22% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 7,529 | 1,045 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 7,454 | 1,035 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 7,444 | 1,033 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| AXQ CAPITAL, LP | History | No change | 7,363 | 1,022 | 0.11% | 0.11% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,987 | 1,009 | 0.0% | 0.0% | 121 | +3,054 | 61.91% | Q3 2026 | Oct 13, 2026 |
| Focus Partners Wealth | History | No change | 7,160 | 994 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 7,121 | 988 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INCEPTIONR LLC | History | No change | 6,976 | 968 | 0.24% | 0.24% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | No change | 6,621 | 919 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,472 | 899 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Frec Markets, Inc. | History | No change | 6,291 | 873 | 0.08% | 0.08% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 6,218 | 863 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 6,212 | 862 | 0.08% | 0.08% | 129 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Parallel Advisors, LLC | History | Reduced | 6,179 | 781 | 0.01% | 0.01% | 130 | -39 | -0.63% | Q3 2026 | Nov 03, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 5,588 | 776 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COWA, LLC | History | No change | 6,123 | 773 | 0.19% | 0.21% | 132 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 5,533 | 768 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 5,430 | 754 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 5,306 | 736 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 5,561 | 702 | 0.0% | 0.0% | 136 | +112 | 2.06% | Q3 2026 | Nov 03, 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 |
| DRW Securities, LLC | History | No change | 4,978 | 691 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 4,975 | 690 | 0.17% | 0.17% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 4,964 | 689 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 4,856 | 674 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,827 | 670 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jain Global LLC | History | No change | 4,775 | 663 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,713 | 654 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Reduced | 4,800 | 607 | 0.02% | 0.02% | 145 | -200 | -4.0% | Q3 2026 | Oct 02, 2026 |
| Machina Capital S.A.S. | History | New | 4,781 | 604 | 0.08% | — | 146 | +4,781 | New | Q3 2026 | Nov 05, 2026 |
| Corient Private Wealth LP | History | No change | 4,261 | 591 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,235 | 588 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 4,213 | 585 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 4,071 | 565 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 4,068 | 564 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREENLEAF TRUST | History | Reduced | 4,075 | 515 | 0.01% | 0.01% | 152 | -154 | -3.64% | Q3 2026 | Oct 29, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 3,520 | 488 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,807 | 481 | 0.0% | 0.0% | 154 | +181 | 4.99% | Q3 2026 | Oct 16, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 3,320 | 461 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Olympiad Research LP | History | New | 3,608 | 456 | 0.59% | — | 156 | +3,608 | New | Q3 2026 | Nov 04, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 3,279 | 455 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SYON CAPITAL LLC | History | No change | 3,225 | 447 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 3,466 | 438 | 0.0% | 0.0% | 159 | +1,085 | 45.57% | Q3 2026 | Nov 03, 2026 |
| Inspire Investing, LLC | History | Reduced | 3,308 | 418 | 0.02% | 0.02% | 160 | -75 | -2.22% | Q3 2026 | Oct 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 3,240 | 409 | 0.0% | 0.01% | 161 | -28,609 | -89.83% | Q3 2026 | Oct 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,928 | 406 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 2,915 | 404 | 0.07% | 0.07% | 163 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 111 Capital | History | New | 3,187 | 402 | 0.06% | — | 164 | +3,187 | New | Q3 2026 | Nov 03, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,878 | 399 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cerity Partners LLC | History | No change | 2,863 | 397 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 2,795 | 388 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 2,771 | 384 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANCHYRA PARTNERS LLC | History | Reduced | 3,019 | 381 | 0.08% | 0.1% | 169 | -5 | -0.17% | Q3 2026 | Oct 13, 2026 |
| NorthRock Partners, LLC | History | No change | 2,730 | 379 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 2,700 | 374 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 2,630 | 365 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,625 | 364 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 2,838 | 358 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 2,573 | 357 | 0.05% | 0.05% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 2,569 | 356 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Trust Co | History | No change | 2,568 | 356 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 2,458 | 341 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,438 | 338 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,434 | 338 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 2,365 | 328 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Americana Partners, LLC | History | Added to | 2,545 | 321 | 0.01% | 0.01% | 182 | +77 | 3.12% | Q3 2026 | Oct 28, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 2,309 | 320 | 0.0% | 0.0% | 183 | 0 | 0.0% | 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 | No change | 2,217 | 307 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 2,190 | 304 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,100 | 291 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sagewood Asset Management LP | History | No change | 2,089 | 290 | 0.07% | 0.07% | 188 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 2,018 | 280 | 0.08% | 0.08% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,007 | 278 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,951 | 270 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | No change | 1,923 | 267 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| R Squared Ltd | History | No change | 1,927 | 267 | 0.14% | 0.14% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HSBC HOLDINGS PLC | History | No change | 1,911 | 265 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,859 | 258 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 2,033 | 256 | 0.0% | 0.0% | 196 | +509 | 33.4% | Q3 2026 | Oct 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,840 | 255 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,787 | 248 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | New | 1,948 | 246 | 0.0% | — | 199 | +1,948 | New | Q3 2026 | Oct 28, 2026 |
| Quantbot Technologies LP | History | No change | 1,732 | 240 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Asset Management Inc | History | No change | 1,879 | 237 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Centiva Capital, LP | History | No change | 1,681 | 233 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 1,783 | 225 | 0.03% | — | 203 | +1,783 | New | Q3 2026 | Oct 27, 2026 |
| Arax Advisory Partners | History | No change | 1,607 | 223 | 0.0% | 0.0% | 204 | 0 | 0.0% | 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 |
| GAMMA Investing LLC | History | Added to | 1,724 | 217 | 0.01% | 0.01% | 206 | +30 | 1.77% | Q3 2026 | Oct 08, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 1,560 | 216 | 0.06% | 0.06% | 207 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,704 | 215 | 0.0% | 0.0% | 208 | +8 | 0.47% | Q3 2026 | Nov 02, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 1,520 | 211 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Headlands Technologies LLC | History | No change | 1,502 | 208 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 1,466 | 203 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,606 | 202 | 0.0% | 0.0% | 212 | +1,459 | 992.52% | Q3 2026 | Oct 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 1,443 | 200 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Added to | 1,573 | 198 | 0.0% | 0.0% | 214 | +36 | 2.34% | Q3 2026 | Nov 05, 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 | No change | 1,394 | 193 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,302 | 180 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 1,287 | 178 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,238 | 172 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 1,358 | 171 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Burk Holdings LLC | History | Added to | 1,216 | 153 | 0.05% | 0.06% | 221 | +1 | 0.08% | Q3 2026 | Nov 04, 2026 |
| STRS OHIO | History | Added to | 1,065 | 134 | 0.0% | 0.0% | 222 | +667 | 167.59% | Q3 2026 | Oct 30, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 875 | 110 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| KBC Group NV | History | No change | 857 | 108 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Bayforest Capital Ltd | History | New | 827 | 104 | 0.15% | — | 225 | +827 | New | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 714 | 90 | 0.0% | 0.0% | 226 | +107 | 17.63% | Q3 2026 | Oct 08, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 560 | 70 | 0.0% | 0.0% | 227 | +3 | 0.54% | Q3 2026 | Oct 28, 2026 |
| Sterling Capital Management LLC | History | Reduced | 539 | 68 | 0.0% | 0.0% | 228 | -29 | -5.11% | Q3 2026 | Oct 22, 2026 |
| Olistico Wealth, LLC | History | No change | 500 | 63 | 0.03% | 0.03% | 229 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Quent Capital, LLC | History | No change | 430 | 59 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 409 | 56 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | New | 438 | 55 | 0.0% | — | 232 | +438 | New | Q3 2026 | Oct 21, 2026 |
| Versant Capital Management, Inc | History | Added to | 386 | 48 | 0.0% | 0.0% | 233 | +11 | 2.93% | Q3 2026 | Oct 01, 2026 |
| Elyxium Wealth, LLC | History | New | 378 | 47 | 0.0% | — | 234 | +378 | New | Q3 2026 | Oct 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 316 | 43 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 308 | 42 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 302 | 38 | 0.0% | 0.0% | 237 | +46 | 17.97% | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | Added to | 295 | 37 | 0.0% | 0.0% | 238 | +111 | 60.33% | Q3 2026 | Nov 05, 2026 |
| Pinnacle Holdings, LLC | History | No change | 260 | 36 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 266 | 33 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Quarry LP | History | No change | 221 | 30 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Raleigh Capital Management Inc. | History | New | 224 | 28 | 0.01% | — | 243 | +224 | New | Q3 2026 | Oct 28, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 205 | 28 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 185 | 25 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 178 | 22 | 0.0% | 0.0% | 245 | +95 | 114.46% | Q3 2026 | Oct 26, 2026 |
| Essential Partners LLC | History | No change | 173 | 21 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CENTRAL TRUST Co | History | No change | 150 | 18 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 125 | 17 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | No change | 122 | 17 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| City State Bank | History | No change | 136 | 17 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 120 | 16 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 115 | 15 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 104 | 14 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LRI Investments, LLC | History | No change | 101 | 14 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 90 | 11 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 87 | 10 | 0.0% | — | 256 | +87 | New | Q3 2026 | Oct 19, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 72 | 9 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 70 | 8 | 0.0% | 0.0% | 258 | -59 | -45.74% | Q3 2026 | Oct 27, 2026 |
| Fortitude Family Office, LLC | History | Added to | 66 | 8 | 0.0% | 0.0% | 259 | +5 | 8.2% | Q3 2026 | Oct 14, 2026 |
| True Wealth Design, LLC | History | Added to | 59 | 7 | 0.0% | 0.0% | 263 | +14 | 31.11% | Q3 2026 | Oct 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 53 | 7 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 54 | 7 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | No change | 55 | 7 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| FIRST HORIZON CORP | History | No change | 52 | 6 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Marquette Asset Management, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Clearstead Trust, LLC | History | No change | 47 | 6 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 51 | 6 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | No change | 41 | 5 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 40 | 5 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ares Financial Consulting, LLC | History | No change | 43 | 5 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 37 | 4 | 0.0% | 0.0% | 271 | +13 | 54.17% | Q3 2026 | Oct 27, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 32 | 4 | 0.0% | 0.0% | 272 | -2 | -5.88% | Q3 2026 | Oct 30, 2026 |
| Rossby Financial, LCC | History | Reduced | 34 | 4 | 0.0% | 0.0% | 273 | -1 | -2.86% | Q3 2026 | Nov 05, 2026 |
| UMB Private Wealth Management, LLC | History | New | 26 | 3 | 0.0% | — | 277 | +26 | New | Q3 2026 | Oct 19, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 27 | 3 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 29 | 3 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Bell Investment Advisors, Inc | History | No change | 28 | 3 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 16 | 2 | 0.0% | 0.0% | 281 | -32 | -66.67% | Q3 2026 | Oct 16, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 18 | 2 | 0.0% | 0.0% | 282 | +1 | 5.88% | Q3 2026 | Nov 03, 2026 |
| SouthState Bank Corp | History | No change | 17 | 2 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 16 | 2 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 16 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Sachetta, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Wealth Management Group, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Rialto Wealth Management, LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GoalVest Advisory LLC | History | New | 12 | 1 | 0.0% | — | 296 | +12 | New | Q3 2026 | Oct 02, 2026 |
| ASSETMARK, INC | History | Added to | 9 | 1 | 0.0% | — | 290 | +4 | 80.0% | Q3 2026 | Oct 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 10 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| UMB Bank, n.a. | History | No change | 11 | 1 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Avion Wealth | History | No change | 8 | 1 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| HFM Investment Advisors, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cornerstone Financial Management LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| REINHART PARTNERS, LLC. | History | Closed out | 0 | 0 | — | 0.08% | — | -25,917 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Legacy Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,661 | -100.0% | Q3 2026 | Oct 08, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q3 2026 | Oct 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2026 | Oct 05, 2026 |