CALIX, INC - CALX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 11,775,490 | 439,461 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 5,588,048 | 208,545 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 3,248,412 | 159,139 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 2,915,560 | 108,794 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,587,424 | 96,562 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,481,595 | 55,302 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | No change | 1,324,534 | 49,431 | 0.16% | 0.16% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 1,309,436 | 48,861 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,247,364 | 46,551 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 1,241,622 | 46,315 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 997,134 | 37,213 | 1.01% | 1.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 875,837 | 32,686 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 857,360 | 31,996 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 784,798 | 29,288 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 753,302 | 28,111 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 727,368 | 27,145 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 703,911 | 26,269 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 698,620 | 26,072 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 696,967 | 26,010 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 659,563 | 24,615 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 642,151 | 23,965 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | No change | 580,323 | 21,657 | 0.22% | 0.22% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 560,034 | 20,900 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 548,118 | 20,455 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 524,882 | 19,588 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 519,153 | 19,374 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 517,152 | 19,300 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 466,594 | 17,413 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trigran Investments, Inc. | History | No change | 442,008 | 16,495 | 3.03% | 3.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harvey Partners, LLC | History | No change | 420,500 | 15,693 | 1.07% | 1.07% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 417,114 | 15,566 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 409,082 | 15,266 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | No change | 402,230 | 15,011 | 0.31% | 0.31% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 400,088 | 14,931 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Divisar Capital Management LLC | History | No change | 395,163 | 14,747 | 3.4% | 3.4% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 393,019 | 14,667 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Penn Capital Management Company, LLC | History | No change | 388,239 | 14,515 | 0.92% | 0.92% | 37 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nuveen, LLC | History | No change | 366,953 | 13,694 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 323,524 | 12,073 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 322,879 | 12,049 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 321,827 | 12,010 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Man Group plc | History | No change | 317,967 | 11,866 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 313,311 | 11,692 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 304,086 | 11,348 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 299,603 | 11,181 | 0.07% | 0.07% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | No change | 275,000 | 10,263 | 0.31% | 0.31% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 269,329 | 10,051 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 266,222 | 9,935 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 263,002 | 9,815 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 250,462 | 9,347 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 237,250 | 8,854 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 238,828 | 8,766 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 230,099 | 8,587 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESTERLY CAPITAL MANAGEMENT, LLC | History | No change | 205,000 | 7,650 | 1.41% | 1.41% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 202,137 | 7,543 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 199,366 | 7,440 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 189,891 | 7,086 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 184,038 | 6,732 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 171,717 | 6,408 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Penserra Capital Management LLC | History | No change | 170,796 | 6,374 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Defiance ETFs, LLC | History | No change | 170,796 | 6,334 | 0.09% | 0.09% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 164,210 | 6,128 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| G2 Investment Partners Management LLC | History | No change | 160,000 | 5,971 | 1.09% | 1.09% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 143,750 | 5,364 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 142,647 | 5,323 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 139,848 | 5,219 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 136,537 | 5,095 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Swiss National Bank | History | No change | 116,700 | 4,355 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 115,623 | 4,315 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FORMULA GROWTH LTD | History | No change | 115,000 | 4,291 | 1.51% | 1.51% | 70 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NATIXIS | History | No change | 112,148 | 4,185 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 111,554 | 4,163 | 0.16% | 0.16% | 72 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| XTX Topco Ltd | History | No change | 110,725 | 4,132 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 106,088 | 3,838 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 95,753 | 3,573 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 94,773 | 3,536 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 93,685 | 3,496 | 0.07% | 0.07% | 77 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 91,940 | 3,431 | 0.39% | 0.39% | 78 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Holocene Advisors, LP | History | No change | 91,555 | 3,416 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 83,602 | 3,120 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | No change | 83,555 | 3,118 | 0.63% | 0.63% | 81 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 77,764 | 2,903 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 74,297 | 2,772 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 72,704 | 2,713 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BESSEMER GROUP INC | History | No change | 64,191 | 2,395 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 62,340 | 2,326 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 60,350 | 2,252 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 60,319 | 2,251 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 59,539 | 2,221 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 57,472 | 2,144 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 56,571 | 2,111 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 56,174 | 2,096 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 55,038 | 2,054 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 53,144 | 1,983 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 52,923 | 1,975 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONNORS INVESTOR SERVICES INC | History | No change | 47,631 | 1,777 | 0.15% | 0.15% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 47,632 | 1,777 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 47,600 | 1,776 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 45,774 | 1,707 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 45,318 | 1,691 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 43,983 | 1,641 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Entropy Technologies, LP | History | No change | 43,603 | 1,627 | 0.06% | 0.06% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 42,831 | 1,598 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 40,134 | 1,497 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 40,102 | 1,496 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 41,134 | 1,493 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 39,989 | 1,492 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | No change | 39,098 | 1,459 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 38,128 | 1,422 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 38,114 | 1,422 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 38,295 | 1,412 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | No change | 37,827 | 1,411 | 0.15% | 0.15% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 35,389 | 1,320 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 34,557 | 1,289 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 32,819 | 1,224 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 32,273 | 1,204 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 32,209 | 1,202 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 32,027 | 1,195 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 30,400 | 1,134 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Quantbot Technologies LP | History | No change | 29,515 | 1,101 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EntryPoint Capital, LLC | History | No change | 29,254 | 1,091 | 0.26% | 0.26% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 28,945 | 1,080 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Pathstone Holdings, LLC | History | No change | 28,698 | 1,070 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 27,234 | 1,016 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 26,990 | 1,007 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | No change | 26,782 | 999 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 26,438 | 986 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 25,824 | 963 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Louisiana State Employees Retirement System | History | No change | 25,400 | 947 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 25,375 | 946 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Magnetar Financial LLC | History | No change | 25,197 | 940 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 25,191 | 940 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | No change | 25,000 | 933 | 0.13% | 0.13% | 133 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 23,632 | 881 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 23,406 | 873 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 22,900 | 855 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 22,830 | 852 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 22,629 | 844 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| State of Alaska, Department of Revenue | History | No change | 22,253 | 830 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quantinno Capital Management LP | History | No change | 21,664 | 808 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | No change | 20,700 | 772 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tidal Investments LLC | History | No change | 20,409 | 761 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Assenagon Asset Management S.A. | History | No change | 20,085 | 749 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Horizon Investments, LLC | History | No change | 19,936 | 744 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 19,160 | 715 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 18,802 | 701 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Inspire Investing, LLC | History | No change | 18,343 | 684 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 17,518 | 654 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 17,525 | 654 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 16,883 | 630 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Global Investments | History | No change | 16,328 | 609 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arizona State Retirement System | History | No change | 16,045 | 598 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMALGAMATED BANK | History | No change | 15,624 | 583 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 15,640 | 583 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 15,522 | 579 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 15,158 | 565 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 14,807 | 553 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 14,720 | 549 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 14,657 | 546 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Amundi | History | No change | 14,243 | 531 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARSHALL WACE, LLP | History | No change | 14,126 | 527 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 14,059 | 524 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 13,900 | 518 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FORA Capital, LLC | History | No change | 13,808 | 515 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 13,774 | 514 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 13,764 | 513 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 13,173 | 491 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 12,436 | 464 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 12,272 | 457 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Diversified Trust Co | History | No change | 11,801 | 440 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,647 | 434 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 11,530 | 430 | 0.1% | 0.1% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | No change | 11,185 | 417 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 10,738 | 400 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 11,055 | 398 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 10,422 | 388 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 10,051 | 375 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 9,812 | 366 | 0.06% | 0.06% | 178 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | No change | 8,898 | 332 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| State of Wyoming | History | No change | 8,654 | 322 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Maryland State Retirement & Pension System | History | No change | 8,542 | 318 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ProShare Advisors LLC | History | No change | 8,439 | 314 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 8,400 | 313 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 8,242 | 307 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 7,710 | 287 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kera Capital Partners, Inc. | History | No change | 7,563 | 282 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 7,233 | 270 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,035 | 263 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,054 | 263 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 6,648 | 248 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 6,636 | 247 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bridgefront Capital, LLC | History | No change | 6,331 | 236 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | No change | 6,324 | 236 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WINTON GROUP Ltd | History | No change | 6,300 | 235 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | No change | 6,082 | 226 | 0.09% | 0.09% | 195 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| XPONANCE LLC | History | No change | 5,870 | 219 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SummitTX Capital, L.P. | History | No change | 5,776 | 215 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LVW Advisors, LLC | History | No change | 5,689 | 212 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Divisadero Street Capital Management, LP | History | No change | 5,670 | 211 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | No change | 5,448 | 203 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,412 | 201 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,378 | 200 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 4,362 | 162 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,250 | 159 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,415 | 157 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 4,210 | 157 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,363 | 125 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | No change | 2,814 | 105 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 2,200 | 82 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | No change | 2,090 | 78 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,000 | 74 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 1,720 | 64 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OV Management LLC | History | No change | 1,652 | 61 | 0.11% | 0.11% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,206 | 45 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,020 | 38 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 1,018 | 37 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 954 | 34 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | No change | 897 | 33 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 840 | 31 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Covestor Ltd | History | No change | 780 | 29 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 711 | 26 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advisors Asset Management, Inc. | History | No change | 661 | 24 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 544 | 20 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 525 | 19 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SouthState Bank Corp | History | No change | 500 | 18 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 408 | 15 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower View Wealth Management LLC | History | No change | 400 | 14 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | No change | 359 | 13 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 347 | 12 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GROUP ONE TRADING LLC | History | No change | 302 | 11 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 298 | 10 | 0.0% | 0.0% | 232 | +186 | 166.07% | Q3 2026 | Oct 01, 2026 |
| MATHER GROUP, LLC. | History | No change | 287 | 10 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bayforest Capital Ltd | History | No change | 289 | 10 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WHITTIER TRUST CO | History | No change | 251 | 9 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 248 | 9 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 226 | 8 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | No change | 208 | 7 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 200 | 7 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 168 | 6 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 185 | 6 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fulcrum Asset Management LLP | History | No change | 144 | 5 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Crewe Advisors LLC | History | No change | 149 | 5 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 130 | 4 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bare Financial Services, Inc | History | No change | 118 | 4 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 102 | 3 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 88 | 3 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Management Group, LLC | History | No change | 89 | 3 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UMB Bank, n.a. | History | No change | 64 | 2 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 56 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 62 | 2 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Parallel Advisors, LLC | History | No change | 69 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 73 | 2 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Essential Partners LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CENTRAL TRUST Co | History | No change | 29 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 27 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 49 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quarry LP | History | No change | 51 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Group, LTD | History | No change | 27 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 48 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Manchester Capital Management LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Trust Co | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Larson Financial Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CVA Family Office, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Davis Capital Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SJS Investment Consulting Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Evolution Advisers, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortitude Family Office, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Capital Management Investments LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| True Wealth Design, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LRI Investments, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ankerstar Wealth, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Navigoe, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rossby Financial, LCC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HFM Investment Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |