Burford Capital Ltd - BUR
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | History | No change | 5,240,892 | 4,906,694 | 1.62% | 1.62% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 18,474,414 | 75,748 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 17,349,811 | 71,134 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orbis Allan Gray Ltd | History | No change | 14,673,240 | 60,160 | 0.21% | 0.21% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet North America Advisors SA | History | No change | 7,647,727 | 29,503 | 2.47% | 2.76% | 5 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,268,451 | 25,700 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&G Plc | History | Added to | 5,413,417 | 21,256 | 0.11% | 0.09% | 7 | +895,689 | 19.83% | Q3 2026 | Nov 04, 2026 |
| Invesco Ltd. | History | No change | 4,778,963 | 19,593 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 4,363,019 | 17,888 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 3,778,177 | 15,490 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 3,577,247 | 14,666 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenhaven Road Investment Management, L.P. | History | No change | 3,042,947 | 12,476 | 8.1% | 8.1% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COOKE & BIELER LP | History | Reduced | 2,880,725 | 11,292 | 0.18% | 0.18% | 13 | -900,427 | -23.81% | Q3 2026 | Oct 21, 2026 |
| Aberdeen Group plc | History | No change | 2,731,183 | 11,197 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,632,387 | 10,791 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 2,266,275 | 9,291 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DG Capital Management, LLC | History | No change | 2,244,180 | 9,201 | 1.94% | 1.94% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 1,921,501 | 7,878 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bandera Partners LLC | History | No change | 1,756,762 | 7,202 | 2.54% | 2.54% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,714,844 | 7,030 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,624,822 | 6,661 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mithaq Capital SPC | History | No change | 1,494,749 | 5,859 | 3.07% | 3.0% | 22 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| UBS Group AG | History | No change | 1,412,147 | 5,789 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,398,688 | 5,734 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,287,933 | 5,280 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Solas Capital Management, LLC | History | No change | 1,210,944 | 4,964 | 2.66% | 2.66% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Added to | 1,258,821 | 4,934 | 0.14% | 0.15% | 27 | +7,473 | 0.6% | Q3 2026 | Oct 22, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 1,195,317 | 4,900 | 0.09% | 0.09% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,164,490 | 4,774 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,161,900 | 4,763 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,040,512 | 4,266 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 1,018,768 | 4,176 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 959,173 | 3,932 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | No change | 922,612 | 3,782 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 881,954 | 3,611 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 873,318 | 3,580 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Claar Advisors LLC | History | No change | 839,708 | 3,442 | 1.11% | 1.11% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 805,817 | 3,303 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 647,921 | 2,656 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 645,108 | 2,528 | 0.39% | 0.34% | 40 | +71,505 | 12.47% | Q3 2026 | Oct 30, 2026 |
| Odyssean, LLC | History | No change | 612,720 | 2,512 | 0.41% | 0.41% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | Reduced | 635,040 | 2,489 | 0.01% | 0.01% | 42 | -5,457 | -0.85% | Q3 2026 | Oct 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 605,293 | 2,481 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 522,431 | 2,141 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 508,992 | 2,086 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marex Group Ltd | History | No change | 507,000 | 2,078 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 521,880 | 2,045 | 0.0% | 0.0% | 47 | -11,585 | -2.17% | Q3 2026 | Nov 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 497,868 | 2,041 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 497,563 | 2,039 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 450,000 | 1,845 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOURSIXTHREE CAPITAL LP | History | No change | 418,500 | 1,715 | 0.35% | 0.35% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 416,023 | 1,705 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 400,401 | 1,641 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILLIE GIFFORD & CO | History | No change | 395,646 | 1,619 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Swiss National Bank | History | No change | 388,499 | 1,592 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Amundi | History | No change | 384,294 | 1,575 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 380,953 | 1,561 | 0.06% | 0.06% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Reduced | 362,196 | 1,536 | 0.03% | 0.04% | 58 | -91,653 | -20.19% | Q3 2026 | Oct 29, 2026 |
| CI INVESTMENTS INC. | History | No change | 348,730 | 1,429 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 338,776 | 1,388 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 342,031 | 1,319 | 0.0% | 0.0% | 61 | +169,836 | 98.63% | Q3 2026 | Nov 04, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 312,505 | 1,281 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Investment Partners (US) LP | History | No change | 309,828 | 1,270 | 0.35% | 0.35% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 291,660 | 1,195 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evelyn Partners Group Ltd | History | No change | 285,082 | 1,168 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Walleye Capital LLC | History | No change | 278,003 | 1,139 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Qube Research & Technologies Ltd | History | No change | 274,622 | 1,125 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 253,255 | 1,038 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 251,750 | 1,032 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Added to | 255,000 | 999 | 0.2% | 0.44% | 70 | +5,000 | 2.0% | Q3 2026 | Oct 28, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 239,954 | 983 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 250,582 | 982 | 0.01% | 0.0% | 72 | +120,730 | 92.98% | Q3 2026 | Nov 02, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 212,680 | 961 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 218,335 | 895 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Cerity Partners LLC | History | No change | 218,163 | 894 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hyperion Capital Advisors LP | History | No change | 203,000 | 832 | 0.38% | 0.38% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caption Management, LLC | History | No change | 184,300 | 755 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 181,845 | 745 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 179,444 | 735 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 175,000 | 717 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 170,187 | 698 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diametric Capital, LP | History | No change | 168,028 | 688 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 166,184 | 681 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 162,010 | 664 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Rathbones Group PLC | History | No change | 162,215 | 663 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 159,551 | 654 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 144,054 | 605 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 147,603 | 605 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 130,162 | 532 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 129,130 | 529 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capricorn Fund Managers Ltd | History | No change | 135,000 | 529 | 0.05% | 0.04% | 91 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MetLife Investment Management, LLC | History | No change | 119,656 | 490 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 117,586 | 482 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 114,667 | 470 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | No change | 111,164 | 455 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 146,435 | 451 | 0.0% | 0.0% | 96 | -22,392 | -13.26% | Q3 2026 | Oct 13, 2026 |
| Creative Planning | History | Reduced | 107,189 | 420 | 0.0% | 0.0% | 97 | -13,561 | -11.23% | Q3 2026 | Nov 02, 2026 |
| Verition Fund Management LLC | History | No change | 100,000 | 410 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 99,752 | 408 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Proficio Capital Partners LLC | History | No change | 95,106 | 389 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 94,194 | 386 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PenderFund Capital Management Ltd. | History | No change | 86,920 | 356 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 85,464 | 350 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 83,084 | 340 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 82,800 | 339 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 72,127 | 295 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 68,112 | 279 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLSTATE CORP | History | No change | 67,962 | 278 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 66,461 | 272 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 66,355 | 272 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 65,900 | 270 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITEBOX ADVISORS LLC | History | No change | 65,200 | 267 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 64,257 | 263 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 58,700 | 240 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | No change | 57,130 | 234 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 56,756 | 232 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 57,722 | 226 | 0.0% | 0.0% | 117 | +3,950 | 7.35% | Q3 2026 | Oct 08, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 53,714 | 220 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 53,652 | 219 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Arax Advisory Partners | History | No change | 52,816 | 216 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | Added to | 54,178 | 212 | 0.0% | 0.0% | 121 | +1,286 | 2.43% | Q3 2026 | Nov 03, 2026 |
| Neuberger Berman Group LLC | History | No change | 50,711 | 207 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Merit Financial Group, LLC | History | No change | 50,298 | 206 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Squarepoint Ops LLC | History | No change | 47,415 | 194 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 47,184 | 193 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sage Investment Counsel LLC | History | Reduced | 47,000 | 184 | 0.18% | 0.37% | 126 | -43,600 | -48.12% | Q3 2026 | Oct 26, 2026 |
| Jain Global LLC | History | No change | 42,986 | 176 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 43,000 | 175 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 41,566 | 170 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 40,872 | 167 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 41,163 | 161 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 38,844 | 159 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Trail Advisors, LLC | History | No change | 34,682 | 142 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pictet Asset Management Holding SA | History | No change | 34,781 | 136 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 33,135 | 135 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 32,517 | 127 | 0.0% | 0.0% | 136 | -11,601 | -26.3% | Q3 2026 | Nov 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 30,586 | 125 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 30,024 | 123 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 28,302 | 116 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 27,717 | 113 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arbiter Partners Capital Management LLC | History | No change | 27,000 | 110 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SummitTX Capital, L.P. | History | No change | 26,770 | 109 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allegheny Financial Group | History | Added to | 25,960 | 101 | 0.01% | 0.01% | 143 | +43 | 0.17% | Q3 2026 | Nov 05, 2026 |
| ProShare Advisors LLC | History | Reduced | 25,682 | 100 | 0.0% | 0.0% | 144 | -1,099 | -4.1% | Q3 2026 | Oct 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 22,949 | 94 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 22,200 | 91 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IKE Capital, LLC | History | No change | 22,000 | 90 | 0.05% | 0.05% | 147 | 0 | 0.0% | Q2 2026 | Sep 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 21,545 | 88 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 21,698 | 88 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 21,227 | 87 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 21,432 | 87 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 20,306 | 83 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Black Maple Capital Management LP | History | No change | 20,000 | 82 | 0.05% | 0.05% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 19,970 | 78 | 0.0% | 0.0% | 154 | +7,727 | 63.11% | Q3 2026 | Nov 02, 2026 |
| WASATCH ADVISORS LP | History | No change | 19,867 | 77 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MAI Capital Management | History | No change | 18,967 | 77 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Reduced | 19,323 | 75 | 0.0% | 0.0% | 157 | -338 | -1.72% | Q3 2026 | Nov 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 18,533 | 75 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 18,483 | 75 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 17,979 | 73 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 17,541 | 71 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 17,996 | 70 | 0.03% | 0.03% | 162 | -3,539 | -16.43% | Q3 2026 | Oct 26, 2026 |
| Pallas Capital Advisors LLC | History | No change | 16,876 | 69 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 16,803 | 68 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 16,814 | 68 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 17,499 | 68 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Abel Hall, LLC | History | New | 17,167 | 67 | 0.01% | — | 167 | +17,167 | New | Q3 2026 | Oct 19, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 17,043 | 66 | 0.0% | 0.0% | 168 | +3,302 | 24.03% | Q3 2026 | Nov 02, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 15,799 | 64 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Krilogy Financial LLC | History | Reduced | 16,405 | 57 | 0.0% | 0.0% | 170 | -7,480 | -31.32% | Q3 2026 | Oct 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 13,624 | 55 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parcion Private Wealth LLC | History | Added to | 13,876 | 54 | 0.0% | 0.0% | 172 | +3,292 | 31.1% | Q3 2026 | Oct 28, 2026 |
| HB Wealth Management, LLC | History | Reduced | 13,901 | 54 | 0.0% | 0.0% | 174 | -1,957 | -12.34% | Q3 2026 | Oct 23, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 13,384 | 54 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bull Harbor Capital LLC | History | No change | 13,317 | 54 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| National Philanthropic Trust | History | No change | 12,985 | 53 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | New | 13,439 | 52 | 0.0% | — | 178 | +13,439 | New | Q3 2026 | Oct 30, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 15,237 | 52 | 0.0% | 0.0% | 177 | -72 | -0.47% | Q3 2026 | Oct 09, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 12,501 | 51 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 12,477 | 51 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 11,306 | 46 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | No change | 11,250 | 46 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 11,293 | 46 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | New | 11,667 | 45 | 0.0% | — | 186 | +11,667 | New | Q3 2026 | Oct 27, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 11,110 | 45 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 11,185 | 45 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 10,815 | 44 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Callan Family Office, LLC | History | No change | 10,311 | 42 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McAdam, LLC | History | New | 10,490 | 41 | 0.0% | — | 189 | +10,490 | New | Q3 2026 | Oct 21, 2026 |
| HM PAYSON & CO | History | No change | 9,204 | 37 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| XP Advisory US, Inc. | History | No change | 7,487 | 30 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 7,077 | 27 | 0.0% | 0.0% | 192 | +2,647 | 59.75% | Q3 2026 | Nov 04, 2026 |
| State of Wyoming | History | Reduced | 6,625 | 25 | 0.0% | 0.0% | 193 | -2,920 | -30.59% | Q3 2026 | Oct 28, 2026 |
| Essential Partners LLC | History | Reduced | 6,544 | 25 | 0.01% | 0.02% | 194 | -1,903 | -22.53% | Q3 2026 | Oct 14, 2026 |
| Sterling Capital Management LLC | History | Added to | 5,879 | 23 | 0.0% | 0.0% | 195 | +4,011 | 214.72% | Q3 2026 | Oct 22, 2026 |
| Persistent Asset Partners Ltd | History | No change | 5,754 | 23 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 4,579 | 18 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 3,659 | 15 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 3,719 | 14 | 0.0% | 0.0% | 201 | +1,932 | 108.11% | Q3 2026 | Oct 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,645 | 14 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 3,476 | 14 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,379 | 13 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,154 | 12 | 0.0% | 0.0% | 203 | +530 | 20.2% | Q3 2026 | Oct 01, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 2,747 | 11 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 2,762 | 10 | 0.0% | — | 205 | +2,616 | 1791.78% | Q3 2026 | Nov 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,398 | 9 | 0.0% | 0.0% | 206 | -3,030 | -55.82% | Q3 2026 | Nov 05, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 2,475 | 9 | 0.0% | 0.0% | 207 | +928 | 59.99% | Q3 2026 | Oct 26, 2026 |
| Avion Wealth | History | Added to | 2,400 | 8 | 0.0% | 0.0% | 209 | +2,000 | 500.0% | Q3 2026 | Nov 03, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,088 | 8 | 0.0% | 0.0% | 210 | +1,099 | 111.12% | Q3 2026 | Oct 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 2,207 | 8 | 0.0% | 0.0% | 208 | +860 | 63.85% | Q3 2026 | Oct 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,932 | 7 | 0.0% | 0.0% | 211 | +132 | 7.33% | Q3 2026 | Oct 20, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,638 | 6 | 0.0% | 0.0% | 214 | -1,808 | -52.47% | Q3 2026 | Oct 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,784 | 6 | 0.0% | 0.0% | 213 | +471 | 35.87% | Q3 2026 | Oct 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,674 | 6 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 1,445 | 5 | 0.0% | — | 220 | +1,445 | New | Q3 2026 | Oct 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,396 | 5 | 0.0% | 0.0% | 217 | +1,065 | 321.75% | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,285 | 5 | 0.0% | 0.0% | 216 | -757 | -37.07% | Q3 2026 | Oct 16, 2026 |
| Fortitude Family Office, LLC | History | Added to | 1,307 | 5 | 0.0% | 0.0% | 219 | +574 | 78.31% | Q3 2026 | Oct 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,315 | 5 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,439 | 5 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 876 | 3 | 0.0% | — | 222 | +876 | New | Q3 2026 | Oct 23, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 950 | 3 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 639 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 500 | 2 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 383 | 1 | 0.0% | — | 228 | +383 | New | Q3 2026 | Oct 28, 2026 |
| Parkside Financial Bank & Trust | History | New | 275 | 1 | 0.0% | — | 227 | +275 | New | Q3 2026 | Oct 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 374 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 349 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Closed out | 0 | 0 | — | 0.02% | — | -180,800 | -100.0% | Q3 2026 | Nov 03, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,180 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,978 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,500 | -100.0% | Q3 2026 | Nov 02, 2026 |
| State of Alaska, Department of Revenue | History | Closed out | 0 | 0 | — | 0.0% | — | -10,900 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 200 | 0 | — | 0.0% | — | -2,562 | -92.76% | Q3 2026 | Oct 15, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,267 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,095 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -216 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 115 | 0 | — | — | — | +115 | New | Q3 2026 | Oct 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 156 | 0 | — | — | — | +97 | 164.41% | Q3 2026 | Oct 27, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | — | — | -91 | -100.0% | Q3 2026 | Oct 30, 2026 |
| US BANCORP \DE\ | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| BARD ASSOCIATES INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 107 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 102 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 59 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |