Dutch Bros Inc. - BROS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 16,724,132 | 1,200,959 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 14,662,985 | 1,052,948 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 9,593,935 | 688,942 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 6,066,585 | 435,641 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 5,938,536 | 426,446 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 4,265,542 | 306,309 | 0.2% | 0.2% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 3,851,321 | 276,562 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 3,090,882 | 221,956 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,995,758 | 215,125 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BAILLIE GIFFORD & CO | History | No change | 2,738,885 | 196,679 | 0.18% | 0.18% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,483,555 | 178,388 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,385,170 | 171,279 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | No change | 2,184,001 | 156,833 | 0.51% | 0.51% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1832 Asset Management L.P. | History | No change | 2,011,800 | 144,467 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,990,163 | 142,913 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,887,011 | 135,506 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,716,097 | 123,232 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,625,792 | 116,748 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,603,022 | 115,113 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TSG Consumer Partners LP | History | No change | 1,587,292 | 113,983 | 100.0% | 100.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARSHALL WACE, LLP | History | No change | 1,459,562 | 104,811 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JOHO CAPITAL LLC | History | No change | 1,418,394 | 101,854 | 22.12% | 22.12% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 1,259,865 | 90,470 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,206,398 | 86,631 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,135,138 | 81,514 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 1,109,974 | 79,707 | 0.46% | 0.46% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,092,220 | 78,432 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,083,514 | 77,807 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 1,072,578 | 77,021 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WASATCH ADVISORS LP | History | No change | 1,038,903 | 74,603 | 0.49% | 0.49% | 30 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NORGES BANK | History | No change | 1,027,033 | 73,751 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 999,925 | 71,805 | 0.11% | 0.11% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 992,657 | 71,282 | 0.08% | 0.08% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 963,042 | 69,156 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stephens Investment Management Group LLC | History | No change | 934,504 | 67,106 | 0.72% | 0.72% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 874,086 | 62,768 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | No change | 871,582 | 62,588 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 829,201 | 59,544 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 664,039 | 47,684 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | No change | 656,093 | 47,114 | 0.97% | 0.97% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Danica Pension, Livsforsikringsaktieselskab | History | No change | 618,516 | 44,415 | 0.71% | 0.71% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hyperion Asset Management Ltd | History | No change | 598,044 | 42,945 | 1.14% | 1.14% | 42 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LPL Financial LLC | History | No change | 596,446 | 42,830 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Freestone Grove Partners LP | History | No change | 579,389 | 41,605 | 0.27% | 0.27% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 528,431 | 37,946 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 524,569 | 37,669 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 503,315 | 36,144 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 492,783 | 35,386 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 481,250 | 35,280 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 449,137 | 32,252 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 379,740 | 27,269 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 377,045 | 27,075 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 360,198 | 25,865 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 341,153 | 24,498 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 339,464 | 24,376 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RHUMBLINE ADVISERS | History | No change | 336,354 | 24,153 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 332,868 | 23,903 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 607,886 | 23,440 | 0.15% | 0.29% | 58 | -40,571 | -6.26% | Q3 2026 | Oct 06, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 317,628 | 22,808 | 0.64% | 0.64% | 59 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Nuveen, LLC | History | No change | 307,157 | 22,056 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | No change | 280,437 | 20,138 | 0.12% | 0.12% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | No change | 285,721 | 19,454 | 0.19% | 0.19% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SEI INVESTMENTS CO | History | No change | 260,489 | 18,705 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 253,036 | 18,555 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 255,400 | 18,340 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Shellback Capital, LP | History | No change | 247,000 | 17,737 | 1.55% | 1.55% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 246,559 | 17,705 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crestwood Capital Management, L.P. | History | No change | 234,569 | 16,844 | 11.03% | 11.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 233,181 | 16,744 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 231,399 | 16,616 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Interval Partners, LP | History | No change | 230,525 | 16,554 | 0.43% | 0.43% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 213,035 | 15,298 | 0.1% | 0.1% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | No change | 203,529 | 14,615 | 0.77% | 0.77% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 201,610 | 14,477 | 0.68% | 0.68% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYSTONE INVESTORS PTE LTD | History | No change | 197,848 | 14,207 | 0.76% | 0.76% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 197,164 | 14,158 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 195,146 | 14,013 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impax Asset Management Group plc | History | No change | 195,000 | 14,002 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 183,322 | 13,164 | 0.11% | 0.11% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Jump Financial, LLC | History | No change | 176,981 | 12,709 | 0.1% | 0.1% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 272,061 | 12,416 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Granite Investment Partners, LLC | History | No change | 172,303 | 12,373 | 0.63% | 0.63% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legal & General Group Plc | History | No change | 166,338 | 11,944 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 164,424 | 11,807 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IMC-Chicago, LLC | History | No change | 163,000 | 11,705 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 156,706 | 11,253 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 155,362 | 11,156 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 153,973 | 11,056 | 0.11% | 0.11% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Neuberger Berman Group LLC | History | No change | 152,819 | 10,973 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 151,108 | 10,851 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | No change | 150,700 | 10,821 | 1.16% | 1.16% | 91 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 147,060 | 10,560 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Cetera Investment Advisers | History | No change | 145,990 | 10,483 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aquatic Capital Management LLC | History | No change | 140,765 | 10,108 | 0.35% | 0.35% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 139,329 | 10,005 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 139,176 | 9,994 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mediolanum International Funds Ltd | History | No change | 138,116 | 9,901 | 0.08% | 0.08% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 136,865 | 9,828 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 135,431 | 9,725 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 143,025 | 9,479 | 0.18% | 0.18% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Retirement Systems of Alabama | History | No change | 131,965 | 9,476 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 125,424 | 9,006 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 120,282 | 8,637 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 117,660 | 8,449 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pembroke Management, LTD | History | No change | 114,750 | 8,240 | 1.29% | 1.29% | 105 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 111,286 | 7,991 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 149,191 | 7,558 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 105,046 | 7,547 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Twin Tree Management, LP | History | No change | 104,400 | 7,496 | 0.14% | 0.14% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 104,374 | 7,495 | 0.1% | 0.1% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 103,620 | 7,440 | 0.09% | 0.09% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AustralianSuper Pty Ltd | History | No change | 103,500 | 7,432 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 102,851 | 7,385 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 102,771 | 7,379 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SG Americas Securities, LLC | History | No change | 102,254 | 7,343 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Moran Wealth Management, LLC | History | No change | 94,852 | 6,811 | 0.19% | 0.19% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 94,790 | 6,806 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 91,138 | 6,544 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 89,927 | 6,457 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 88,841 | 6,379 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 85,852 | 6,165 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Savoir Faire Capital Management, L.P. | History | No change | 85,217 | 6,119 | 3.8% | 3.8% | 122 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Citizens Business Bank | History | No change | 84,052 | 6,035 | 0.91% | 0.91% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Man Group plc | History | No change | 80,504 | 5,780 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 79,664 | 5,720 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BAILARD, INC. | History | No change | 78,280 | 5,621 | 0.11% | 0.11% | 126 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| &PARTNERS | History | No change | 75,588 | 5,427 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | No change | 74,950 | 5,388 | 0.1% | 0.1% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | No change | 74,400 | 5,342 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 73,827 | 5,301 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 71,715 | 5,149 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 67,826 | 4,870 | 0.1% | 0.1% | 132 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 65,870 | 4,730 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 62,407 | 4,481 | 0.09% | 0.09% | 134 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DILLON & ASSOCIATES INC | History | No change | 61,521 | 4,430 | 0.54% | 0.54% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantbot Technologies LP | History | No change | 60,795 | 4,365 | 0.17% | 0.17% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUE Private Wealth Advisors | History | No change | 59,926 | 4,303 | 0.37% | 0.37% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 59,122 | 4,245 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMALGAMATED BANK | History | No change | 59,102 | 4,244 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 58,312 | 4,187 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 58,132 | 4,174 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 57,337 | 4,117 | 0.07% | 0.07% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 56,217 | 4,037 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 55,065 | 3,954 | 0.31% | 0.31% | 144 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Jupiter Topco LLC | History | No change | 53,816 | 3,869 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 53,592 | 3,848 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hudson Bay Capital Management LP | History | No change | 53,486 | 3,840 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 52,802 | 3,791 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Entropy Technologies, LP | History | No change | 51,692 | 3,712 | 0.15% | 0.15% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Woodline Partners LP | History | No change | 50,513 | 3,627 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PLATINUM INVESTMENT MANAGEMENT LTD | History | No change | 50,000 | 3,590 | 0.88% | 0.88% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Treasurer of the State of North Carolina | History | No change | 49,971 | 3,588 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 49,084 | 3,524 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bullseye Asset Management LLC | History | No change | 48,645 | 3,493 | 1.78% | 1.78% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 47,303 | 3,396 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 47,151 | 3,385 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 46,352 | 3,328 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Taylor Frigon Capital Management LLC | History | No change | 46,123 | 3,312 | 1.55% | 1.55% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 45,504 | 3,268 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | No change | 44,099 | 3,166 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 43,999 | 3,160 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RPG Investment Advisory, LLC | History | No change | 43,110 | 3,095 | 0.32% | 0.32% | 162 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 43,080 | 3,093 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Creative Planning | History | No change | 42,916 | 3,081 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 41,641 | 2,990 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 39,000 | 2,800 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fieldview Capital Management, LLC | History | No change | 38,750 | 2,782 | 0.79% | 0.79% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 38,325 | 2,752 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ninepoint Partners LP | History | No change | 37,691 | 2,706 | 0.21% | 0.21% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 37,294 | 2,678 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Louisiana State Employees Retirement System | History | No change | 37,300 | 2,678 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Walleye Capital LLC | History | No change | 36,751 | 2,639 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 36,000 | 2,585 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | No change | 35,124 | 2,522 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 35,081 | 2,519 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCRATCH CAPITAL LLC | History | No change | 34,926 | 2,508 | 1.24% | 1.24% | 176 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Handelsbanken Fonder AB | History | No change | 34,600 | 2,485 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Quantinno Capital Management LP | History | No change | 34,201 | 2,455 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 34,084 | 2,448 | 0.17% | 0.17% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 33,925 | 2,436 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 32,875 | 2,360 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1492 Capital Management LLC | History | No change | 32,838 | 2,358 | 0.7% | 0.7% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 32,821 | 2,356 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 32,316 | 2,320 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 32,098 | 2,304 | 0.31% | 0.31% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 31,460 | 2,259 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Calamos Advisors LLC | History | No change | 30,898 | 2,218 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 30,545 | 2,193 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Brevan Howard Capital Management LP | History | No change | 29,971 | 2,152 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 29,800 | 2,139 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 29,200 | 2,096 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 28,852 | 2,071 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 31,512 | 2,070 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 31,512 | 2,070 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 28,701 | 2,061 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 28,660 | 2,058 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 28,333 | 2,035 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Timelo Investment Management Inc. | History | No change | 28,000 | 2,010 | 0.58% | 0.58% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 27,874 | 2,001 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 27,400 | 1,968 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rubicon Advisors, GP | History | No change | 27,371 | 1,965 | 1.43% | 1.43% | 201 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 26,920 | 1,933 | 0.12% | 0.12% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 26,400 | 1,895 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Qsemble Capital Management, LP | History | No change | 26,100 | 1,874 | 0.24% | 0.24% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 26,009 | 1,867 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 25,772 | 1,850 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | No change | 25,646 | 1,841 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIL Ltd | History | No change | 25,202 | 1,809 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERCAPITAL, LLC | History | No change | 25,000 | 1,795 | 0.45% | 0.45% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 24,899 | 1,787 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quadrature Capital Ltd | History | No change | 24,767 | 1,778 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 24,632 | 1,768 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 24,490 | 1,758 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 24,394 | 1,751 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Inspire Advisors, LLC | History | No change | 23,605 | 1,695 | 0.12% | 0.12% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 23,481 | 1,686 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 23,200 | 1,665 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Jefferies Financial Group Inc. | History | No change | 22,276 | 1,599 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Private Advisor Group, LLC | History | No change | 21,782 | 1,564 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BARCLAYS PLC | History | No change | 21,723 | 1,559 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 21,723 | 1,559 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARLSON FINANCIAL, INC. | History | No change | 21,239 | 1,525 | 0.78% | 0.78% | 222 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | History | No change | 20,030 | 1,438 | 0.48% | 0.48% | 223 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pictet Asset Management Holding SA | History | No change | 19,758 | 1,418 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parallel Advisors, LLC | History | No change | 19,703 | 1,414 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | No change | 19,506 | 1,400 | 0.55% | 0.55% | 226 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HighTower Advisors, LLC | History | No change | 19,273 | 1,384 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 19,184 | 1,377 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diametric Capital, LP | History | No change | 18,660 | 1,339 | 0.14% | 0.14% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 18,400 | 1,321 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Virtu Financial LLC | History | No change | 18,119 | 1,301 | 0.04% | 0.04% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 16,907 | 1,214 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orca Investment Management, LLC | History | No change | 16,866 | 1,211 | 0.88% | 0.88% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| One Day In July LLC | History | No change | 16,624 | 1,193 | 0.08% | 0.08% | 234 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 16,571 | 1,189 | 0.07% | 0.07% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sciencast Management LP | History | No change | 16,344 | 1,173 | 0.24% | 0.24% | 236 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 16,268 | 1,168 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 16,131 | 1,158 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEAK6 LLC | History | No change | 16,100 | 1,156 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | No change | 15,776 | 1,132 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WINTON GROUP Ltd | History | No change | 15,758 | 1,131 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Independent Advisor Alliance | History | No change | 15,453 | 1,109 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 15,351 | 1,102 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OSSIAM | History | No change | 15,149 | 1,087 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLSTATE CORP | History | No change | 14,957 | 1,074 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 14,496 | 1,040 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pacer Advisors, Inc. | History | No change | 14,306 | 1,027 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 13,270 | 952 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 12,620 | 906 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 12,502 | 897 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 12,344 | 886 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantitative Investment Management, LLC | History | No change | 12,012 | 862 | 0.09% | 0.09% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 11,977 | 860 | 0.06% | 0.06% | 253 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 11,574 | 831 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Maven Securities LTD | History | No change | 11,538 | 828 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Camelot Portfolios, LLC | History | No change | 11,400 | 818 | 0.57% | 0.57% | 256 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sigma Planning Corp | History | No change | 11,329 | 813 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 11,297 | 811 | 0.15% | 0.15% | 258 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 11,167 | 801 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 11,150 | 800 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hedges Asset Management LLC | History | No change | 11,100 | 797 | 0.52% | 0.52% | 261 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AlphaCore Capital LLC | History | No change | 11,088 | 796 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CWC Advisors, LLC. | History | No change | 11,045 | 793 | 0.35% | 0.35% | 263 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 11,004 | 790 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 10,976 | 789 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 10,987 | 788 | 0.13% | 0.13% | 266 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Baldwin Investment Management, LLC | History | No change | 10,920 | 784 | 0.08% | 0.08% | 267 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HUB Investment Partners, LLC | History | No change | 10,771 | 773 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Inspire Investing, LLC | History | No change | 10,756 | 772 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALPS ADVISORS INC | History | No change | 10,596 | 760 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 10,556 | 758 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gotham Asset Management, LLC | History | No change | 10,531 | 756 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 10,541 | 756 | 0.15% | 0.15% | 273 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 9,750 | 692 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 9,584 | 688 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blueshift Asset Management, LLC | History | No change | 9,432 | 677 | 0.16% | 0.16% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 9,226 | 662 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 9,096 | 653 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 9,033 | 648 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Centiva Capital, LP | History | No change | 8,960 | 643 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 9,363 | 640 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | No change | 8,811 | 632 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KBC Group NV | History | No change | 8,742 | 628 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Trail Advisors, LLC | History | No change | 8,667 | 622 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avior Wealth Management, LLC | History | No change | 8,499 | 610 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 8,416 | 604 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| D.B. Root & Company, LLC | History | No change | 8,387 | 602 | 0.13% | 0.13% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gradient Investments LLC | History | Added to | 15,357 | 592 | 0.01% | 0.01% | 288 | +1,727 | 12.67% | Q3 2026 | Oct 08, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 9,243 | 591 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Triton Wealth Management, PLLC | History | No change | 8,815 | 572 | 0.18% | 0.18% | 290 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aljian Capital Management, LLC | History | No change | 7,963 | 571 | 0.11% | 0.11% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 7,877 | 566 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 7,747 | 556 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 7,633 | 548 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | No change | 7,378 | 529 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 7,345 | 527 | 0.1% | 0.1% | 296 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 7,737 | 522 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hexagon Capital Partners LLC | History | No change | 7,210 | 517 | 0.07% | 0.07% | 298 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 7,191 | 516 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Portside Wealth Group, LLC | History | No change | 7,106 | 510 | 0.06% | 0.06% | 300 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 7,055 | 506 | 0.16% | 0.16% | 301 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| 111 Capital | History | No change | 6,988 | 501 | 0.09% | 0.09% | 302 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 6,960 | 499 | 0.04% | 0.04% | 303 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 6,684 | 479 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,605 | 474 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 6,588 | 473 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 6,595 | 473 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maryland State Retirement & Pension System | History | No change | 6,534 | 469 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bridgewater Associates, LP | History | No change | 6,497 | 466 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 6,479 | 465 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verity Asset Management, Inc. | History | No change | 6,438 | 462 | 0.17% | 0.17% | 311 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROI Financial Advisors, LLC | History | No change | 6,369 | 457 | 0.24% | 0.24% | 312 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 6,235 | 447 | 0.21% | 0.21% | 313 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Utah Retirement Systems | History | No change | 6,121 | 439 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 6,109 | 438 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MSH Capital Advisors LLC | History | No change | 6,095 | 437 | 0.08% | 0.08% | 316 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Genesis Financial Group, LLC | History | No change | 6,000 | 430 | 0.28% | 0.28% | 317 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SITTNER & NELSON, LLC | History | No change | 5,965 | 428 | 0.13% | 0.13% | 318 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 5,933 | 426 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cinctive Capital Management LP | History | No change | 5,930 | 425 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DnB Asset Management AS | History | No change | 5,780 | 415 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Radnor Capital Management, LLC | History | No change | 5,785 | 415 | 0.06% | 0.06% | 322 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | No change | 5,722 | 410 | 0.02% | 0.02% | 323 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | No change | 5,703 | 409 | 0.04% | 0.04% | 324 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 5,634 | 404 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 5,601 | 402 | 0.03% | 0.03% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 5,501 | 395 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bridgefront Capital, LLC | History | No change | 5,484 | 393 | 0.1% | 0.1% | 328 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diligent Investors, LLC | History | No change | 5,414 | 388 | 0.09% | 0.09% | 329 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 5,400 | 387 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 5,387 | 386 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wedmont Private Capital | History | Added to | 9,690 | 385 | 0.01% | 0.01% | 333 | +4,278 | 79.05% | Q3 2026 | Oct 09, 2026 |
| FIDELIS iM, LLC | History | No change | 5,368 | 385 | 0.13% | 0.13% | 332 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 5,304 | 380 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accredited Investors Inc. | History | No change | 5,100 | 366 | 0.02% | 0.02% | 335 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Evergreen Wealth Partners LLC | History | No change | 5,058 | 363 | 0.22% | 0.22% | 336 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ProShare Advisors LLC | History | No change | 5,033 | 361 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 5,000 | 359 | 0.04% | 0.04% | 338 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mengis Capital Management, Inc. | History | No change | 4,930 | 354 | 0.05% | 0.05% | 339 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | No change | 4,923 | 353 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,810 | 345 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 4,710 | 338 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NFSG Corp | History | No change | 4,700 | 337 | 0.04% | 0.04% | 343 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 4,681 | 336 | 0.02% | 0.02% | 344 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atria Investments, Inc | History | No change | 4,607 | 330 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORDEN GROUP LLC | History | No change | 4,462 | 320 | 0.03% | 0.03% | 346 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Spire Wealth Management | History | No change | 4,453 | 319 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 4,279 | 307 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 4,200 | 301 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 7,791 | 300 | 0.0% | 0.01% | 350 | -25 | -0.32% | Q3 2026 | Oct 05, 2026 |
| IFP Advisors, Inc | History | No change | 4,146 | 297 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 4,131 | 296 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 4,114 | 295 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnetar Financial LLC | History | No change | 4,114 | 295 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | No change | 4,112 | 295 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 4,120 | 295 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,087 | 293 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | No change | 4,040 | 290 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 4,031 | 289 | 0.08% | 0.08% | 359 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 3,958 | 284 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CIBC Asset Management Inc | History | No change | 3,912 | 280 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 3,886 | 279 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vontobel Holding Ltd. | History | No change | 3,874 | 278 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMERCE BANK | History | No change | 3,791 | 272 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 3,777 | 271 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WoodTrust Financial Corp | History | No change | 7,000 | 270 | 0.03% | 0.06% | 366 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Trust Point Inc. | History | No change | 3,746 | 269 | 0.02% | 0.02% | 367 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| North Dakota State Investment Board | History | No change | 3,691 | 265 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 3,684 | 264 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 3,654 | 262 | 0.02% | 0.02% | 370 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 3,639 | 261 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NorthRock Partners, LLC | History | No change | 3,566 | 256 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LGT Group Foundation | History | No change | 3,524 | 253 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| R Squared Ltd | History | No change | 3,514 | 252 | 0.13% | 0.13% | 374 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avondale Wealth Management | History | No change | 3,500 | 251 | 0.1% | 0.1% | 375 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,447 | 247 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 3,441 | 247 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 3,431 | 246 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 3,396 | 243 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Argent Trust Co | History | No change | 3,366 | 241 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 3,338 | 239 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tempo Wealth, LLC | History | No change | 3,312 | 237 | 0.04% | 0.04% | 382 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 3,259 | 234 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EntryPoint Capital, LLC | History | No change | 3,271 | 234 | 0.06% | 0.06% | 384 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANGLEY WEALTH MANAGEMENT, LLC | History | No change | 3,262 | 234 | 0.23% | 0.23% | 385 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vident Advisory, LLC | History | No change | 3,244 | 232 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 3,133 | 224 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 3,060 | 219 | 0.03% | 0.03% | 388 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Western Wealth Management, LLC | History | No change | 3,039 | 218 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 3,016 | 216 | 0.02% | 0.02% | 390 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Forum Financial Management, LP | History | No change | 3,012 | 216 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Reliant Investment Partners, LLC | History | No change | 2,960 | 212 | 0.14% | 0.14% | 392 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | No change | 2,924 | 209 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 2,923 | 209 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,345 | 206 | 0.0% | 0.0% | 396 | -3,485 | -39.47% | Q3 2026 | Oct 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 2,876 | 206 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MGO ONE SEVEN LLC | History | No change | 2,839 | 203 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Nykredit A/S | History | No change | 2,833 | 203 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | No change | 2,793 | 200 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RiverPark Advisors, LLC | History | No change | 2,605 | 187 | 0.09% | 0.09% | 400 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Covestor Ltd | History | No change | 2,562 | 184 | 0.11% | 0.11% | 401 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STRS OHIO | History | No change | 2,474 | 177 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,403 | 172 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,256 | 162 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 3,012 | 154 | 0.08% | 0.08% | 405 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,030 | 145 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,819 | 130 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OP Asset Management Ltd | History | No change | 1,620 | 116 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Copia Wealth Management | History | No change | 1,595 | 114 | 0.07% | 0.07% | 409 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,572 | 112 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,538 | 110 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Archer Investment Corp | History | No change | 1,400 | 100 | 0.02% | 0.02% | 412 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UMB Bank, n.a. | History | No change | 1,333 | 95 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nemes Rush Group LLC | History | No change | 1,333 | 95 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,305 | 93 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Persistent Asset Partners Ltd | History | No change | 1,299 | 93 | 0.03% | 0.03% | 416 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brooklyn FI, LLC | History | No change | 1,412 | 91 | 0.02% | 0.02% | 417 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,205 | 86 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 1,141 | 81 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,091 | 78 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COUNTRY TRUST BANK | History | No change | 1,074 | 77 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Leonteq Securities AG | History | No change | 1,078 | 77 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LifeSteps Financial, Inc. | History | No change | 1,077 | 77 | 0.04% | 0.04% | 423 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GW&K Investment Management, LLC | History | No change | 982 | 71 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 935 | 67 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,249 | 62 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stone House Investment Management, LLC | History | No change | 877 | 62 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 862 | 61 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Larson Financial Group LLC | History | No change | 852 | 61 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bernard Wealth Management Corp. | History | No change | 815 | 58 | 0.02% | 0.02% | 430 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,498 | 57 | 0.0% | 0.01% | 432 | -1,429 | -48.82% | Q3 2026 | Oct 08, 2026 |
| Gould Capital, LLC | History | No change | 806 | 57 | 0.03% | 0.03% | 431 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GK Wealth Management LLC | History | New | 1,442 | 55 | 0.03% | — | 434 | +1,442 | New | Q3 2026 | Oct 09, 2026 |
| Sterling Capital Management LLC | History | No change | 774 | 55 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,405 | 54 | 0.0% | 0.01% | 435 | -1,948 | -58.1% | Q3 2026 | Oct 08, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 741 | 53 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| BFSG, LLC | History | No change | 686 | 49 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Benson Wealth Management INC | History | No change | 552 | 39 | 0.04% | 0.04% | 438 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 521 | 37 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 503 | 36 | 0.02% | 0.02% | 440 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Caitlin John, LLC | History | No change | 500 | 35 | 0.02% | 0.02% | 441 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SBI Securities Co., Ltd. | History | No change | 471 | 33 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BESSEMER GROUP INC | History | No change | 413 | 30 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Park Place Capital Corp | History | No change | 415 | 29 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 400 | 28 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 400 | 28 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vision Retirement, LLC | History | No change | 400 | 28 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 381 | 27 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 375 | 26 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 357 | 25 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BAYBAN | History | No change | 325 | 23 | 0.02% | 0.02% | 451 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 307 | 22 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Continuum Advisory, LLC | History | No change | 304 | 21 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | No change | 305 | 21 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LRI Investments, LLC | History | No change | 292 | 20 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 292 | 20 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 494 | 19 | 0.0% | 0.0% | 457 | +355 | 255.4% | Q3 2026 | Oct 01, 2026 |
| CX Institutional | History | Added to | 462 | 18 | 0.0% | 0.0% | 459 | +140 | 43.48% | Q3 2026 | Oct 02, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 261 | 18 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 255 | 18 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 240 | 17 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 250 | 17 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCF Advisors LLC | History | No change | 224 | 16 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 221 | 15 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 218 | 15 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 200 | 14 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 200 | 14 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 200 | 14 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rakuten Securities, Inc. | History | No change | 197 | 14 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| American Capital Advisory, LLC | History | No change | 200 | 14 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 204 | 14 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CGC Financial Services, LLC | History | No change | 172 | 12 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 158 | 11 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 272 | 10 | 0.0% | — | 475 | +272 | New | Q3 2026 | Oct 01, 2026 |
| MidFirst Bank | History | No change | 150 | 10 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bangor Savings Bank | History | New | 251 | 9 | 0.0% | — | 478 | +251 | New | Q3 2026 | Oct 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 137 | 9 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 135 | 9 | 0.01% | 0.01% | 477 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOKF, NA | History | No change | 114 | 8 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bogart Wealth, LLC | History | No change | 125 | 8 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | No change | 121 | 8 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Premier Financial Group | History | No change | 118 | 8 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 7 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NBT BANK, N.A. | History | No change | 100 | 7 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 100 | 7 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Palouse Capital Management, Inc. | History | No change | 100 | 7 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ASSETMARK, INC | History | No change | 100 | 7 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 107 | 7 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 202 | 7 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 100 | 7 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Lodestone Wealth Management LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Seneschal Advisors, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merrithew & Thorsten Inc | History | No change | 100 | 7 | 0.01% | 0.01% | 495 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 85 | 6 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Darwin Wealth Management, LLC | History | No change | 88 | 6 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 90 | 6 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Analysts, LLC | History | No change | 72 | 5 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CVA Family Office, LLC | History | No change | 78 | 5 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dogwood Wealth Management LLC | History | No change | 75 | 5 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 64 | 4 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 59 | 4 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investors Portfolio Services LLC | History | No change | 57 | 4 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 56 | 4 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Markowski Investments | History | No change | 60 | 4 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 43 | 3 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clearstead Trust, LLC | History | No change | 47 | 3 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sawyer & Company, Inc | History | No change | 55 | 3 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quent Capital, LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 45 | 3 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mosley Wealth Management | History | No change | 50 | 3 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Meramec Financial Planners, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Key Capital Management, INC | History | No change | 44 | 3 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pacific Center for Financial Services | History | No change | 41 | 2 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 28 | 2 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cromwell Holdings LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 36 | 2 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 28 | 2 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| North Star Investment Management Corp. | History | No change | 19 | 1 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IMA Advisory Services, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 17 | 1 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avion Wealth | History | No change | 16 | 1 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cornerstone Planning Group LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bare Financial Services, Inc | History | No change | 16 | 1 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 20 | 1 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Closed out | 0 | 0 | — | 2.03% | — | -42,031 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,921 | -100.0% | Q3 2026 | Oct 08, 2026 |
| GP Brinson Investments LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,500 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,096 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Gerald Baker Financial Group LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,082 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Bullock Wealth Management Group | History | New | 25 | 0 | — | — | — | +25 | New | Q3 2026 | Oct 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 12 | 0 | — | 0.0% | — | -12 | -50.0% | Q3 2026 | Oct 05, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Planning Strategies Inc. | History | Reduced | 4 | 0 | — | — | — | -2 | -33.33% | Q3 2026 | Oct 02, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Manchester Capital Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 10 | 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 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mascoma Wealth Management LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Activest Wealth Management | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SJS Investment Consulting Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DecisionPoint Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dunhill Financial, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Capital Management Investments LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GGM Financial LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Hughes Financial Services, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rialto Wealth Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Navigoe, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HFM Investment Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |