CATHAY GENERAL BANCORP - CATY
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.
Showing first 300 of
324 rows for faster page load.
Load all rows.
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 | 9,753,895 | 604,643 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 4,115,369 | 255,111 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,087,025 | 243,179 | 0.04% | 0.05% | 3 | +17,951 | 0.44% | Q3 2026 | Nov 04, 2026 |
| STATE STREET CORP | History | No change | 3,530,170 | 218,835 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,900,714 | 179,815 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,990,108 | 123,366 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 1,975,959 | 122,489 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,830,160 | 113,468 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 1,715,706 | 106,356 | 0.29% | 0.29% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 1,041,237 | 64,547 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 903,542 | 56,010 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 874,002 | 54,179 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 873,287 | 54,135 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 855,450 | 53,029 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 743,749 | 46,105 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 678,200 | 42,042 | 0.08% | 0.08% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | No change | 658,156 | 40,799 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GW&K Investment Management, LLC | History | No change | 656,264 | 40,682 | 0.32% | 0.32% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORGES BANK | History | No change | 612,822 | 37,988 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boston Trust Walden Corp | History | Reduced | 473,447 | 28,170 | 0.23% | 0.24% | 20 | -26,610 | -5.32% | Q3 2026 | Oct 30, 2026 |
| Nuveen, LLC | History | No change | 447,002 | 27,709 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 442,582 | 27,435 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 420,258 | 26,051 | 0.08% | 0.08% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 410,545 | 25,449 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 382,692 | 23,723 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 362,195 | 22,452 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 309,987 | 19,216 | 0.08% | 0.08% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 318,859 | 18,972 | 0.01% | 0.01% | 28 | -5,168 | -1.59% | Q3 2026 | Nov 02, 2026 |
| Qube Research & Technologies Ltd | History | No change | 283,682 | 17,585 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 282,469 | 17,510 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CSM Advisors, LLC | History | No change | 247,985 | 15,372 | 0.33% | 0.33% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 244,134 | 15,133 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 242,170 | 15,012 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 227,826 | 14,122 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Edgestream Partners, L.P. | History | No change | 216,837 | 13,441 | 0.4% | 0.4% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 196,312 | 12,169 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 189,717 | 11,760 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 187,793 | 11,641 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 156,248 | 9,685 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 147,956 | 9,205 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 141,571 | 8,775 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DENALI ADVISORS LLC | History | No change | 140,297 | 8,697 | 0.88% | 0.88% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 137,126 | 8,500 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Waverly Advisors, LLC | History | No change | 127,894 | 7,928 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 127,900 | 7,928 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 126,768 | 7,858 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 123,203 | 7,583 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 121,100 | 7,506 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 120,340 | 7,459 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 118,100 | 7,321 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 102,622 | 6,361 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 101,716 | 6,052 | 0.01% | 0.01% | 52 | -380 | -0.37% | Q3 2026 | Oct 22, 2026 |
| JPMORGAN CHASE & CO | History | No change | 91,211 | 5,815 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 97,030 | 5,773 | 1.1% | 1.16% | 54 | -7,395 | -7.08% | Q3 2026 | Oct 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 83,233 | 5,160 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 82,684 | 5,125 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 81,443 | 5,048 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALGERT GLOBAL LLC | History | No change | 75,706 | 4,693 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | No change | 75,633 | 4,688 | 0.62% | 0.62% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 72,917 | 4,520 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| BESSEMER GROUP INC | History | No change | 72,303 | 4,483 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 87,222 | 4,348 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 68,451 | 4,243 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 68,447 | 4,242 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 61,954 | 3,840 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 61,487 | 3,811 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 59,003 | 3,657 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 56,938 | 3,529 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 58,087 | 3,456 | 0.02% | 0.02% | 69 | -1,400 | -2.35% | Q3 2026 | Oct 28, 2026 |
| Dean Capital Management | History | No change | 54,934 | 3,405 | 1.23% | 1.23% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 52,829 | 3,274 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 54,716 | 3,261 | 0.08% | 0.09% | 72 | +39 | 0.07% | Q3 2026 | Oct 09, 2026 |
| Convergence Investment Partners, LLC | History | Reduced | 52,260 | 3,109 | 0.23% | 0.42% | 73 | -19,456 | -27.13% | Q3 2026 | Oct 28, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 50,483 | 3,003 | 1.0% | 1.05% | 74 | +1 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 48,232 | 2,989 | 0.08% | 0.08% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 47,892 | 2,968 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 47,703 | 2,953 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 46,416 | 2,877 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 47,909 | 2,850 | 0.0% | 0.0% | 79 | -22,652 | -32.1% | Q3 2026 | Nov 04, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 47,533 | 2,828 | 0.05% | 0.05% | 80 | +3,457 | 7.84% | Q3 2026 | Oct 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 44,951 | 2,787 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 41,785 | 2,590 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, LLC | History | No change | 40,431 | 2,506 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 41,934 | 2,495 | 1.58% | 1.63% | 84 | -70 | -0.17% | Q3 2026 | Oct 27, 2026 |
| Trexquant Investment LP | History | No change | 38,621 | 2,394 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 38,241 | 2,370 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 37,775 | 2,341 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 34,441 | 2,135 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 34,404 | 2,132 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 34,347 | 2,129 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 32,938 | 2,041 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 32,797 | 2,033 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 32,735 | 2,029 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 32,549 | 2,017 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Rafferty Asset Management, LLC | History | No change | 32,546 | 2,017 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Iron Gate Global Advisors LLC | History | No change | 31,125 | 1,929 | 0.19% | 0.19% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 31,020 | 1,922 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 30,477 | 1,889 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 30,277 | 1,876 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 29,849 | 1,850 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | New | 30,815 | 1,833 | 0.11% | — | 101 | +30,815 | New | Q3 2026 | Nov 03, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 29,517 | 1,829 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 29,081 | 1,802 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Citizens Business Bank | History | No change | 14,520 | 1,800 | 0.27% | 0.27% | 104 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 29,000 | 1,797 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | No change | 28,646 | 1,775 | 0.15% | 0.15% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 28,492 | 1,766 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 28,326 | 1,756 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 28,914 | 1,720 | 0.14% | 0.14% | 109 | +47 | 0.16% | Q3 2026 | Oct 19, 2026 |
| FIFTH THIRD BANCORP | History | No change | 27,396 | 1,698 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 28,400 | 1,689 | 0.03% | 0.03% | 111 | -1,000 | -3.4% | Q3 2026 | Oct 20, 2026 |
| NewEdge Wealth, LLC | History | No change | 26,314 | 1,631 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 26,199 | 1,624 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 25,831 | 1,601 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 23,917 | 1,482 | 0.24% | 0.24% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 22,525 | 1,396 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 21,508 | 1,333 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Access Investment Management LLC | History | Added to | 21,896 | 1,302 | 0.32% | 0.34% | 119 | +635 | 2.99% | Q3 2026 | Oct 23, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 21,000 | 1,302 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 20,966 | 1,299 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 20,663 | 1,280 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 20,288 | 1,258 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 20,009 | 1,240 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Added to | 20,715 | 1,232 | 0.01% | 0.01% | 124 | +1,487 | 7.73% | Q3 2026 | Oct 28, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 19,857 | 1,230 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 19,556 | 1,212 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 19,391 | 1,202 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | No change | 17,764 | 1,101 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 17,386 | 1,077 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | Added to | 17,934 | 1,067 | 0.01% | 0.01% | 130 | +382 | 2.18% | Q3 2026 | Nov 03, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 16,965 | 1,051 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 17,268 | 1,027 | 0.01% | 0.01% | 132 | -704 | -3.92% | Q3 2026 | Oct 23, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 16,471 | 1,021 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 16,930 | 1,007 | 0.01% | 0.01% | 134 | -994 | -5.55% | Q3 2026 | Oct 22, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 16,224 | 1,005 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Unison Advisors LLC | History | Added to | 16,701 | 993 | 0.07% | 0.07% | 136 | +102 | 0.61% | Q3 2026 | Oct 28, 2026 |
| Neuberger Berman Group LLC | History | No change | 15,985 | 990 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 15,959 | 989 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 15,660 | 970 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 70,670 | 950 | 0.0% | 0.0% | 140 | +4,856 | 7.38% | Q3 2026 | Oct 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 15,651 | 940 | 0.0% | 0.0% | 141 | +4,498 | 40.33% | Q3 2026 | Nov 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 15,719 | 935 | 0.0% | 0.0% | 142 | -177 | -1.11% | Q3 2026 | Nov 03, 2026 |
| Fieldview Capital Management, LLC | History | No change | 14,941 | 926 | 0.26% | 0.26% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 15,469 | 917 | 0.02% | 0.03% | 144 | -87 | -0.56% | Q3 2026 | Oct 20, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 15,000 | 892 | 0.01% | 0.01% | 145 | -200 | -1.32% | Q3 2026 | Oct 29, 2026 |
| iSAM Funds (UK) Ltd | History | No change | 14,300 | 886 | 0.63% | 0.63% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 14,100 | 874 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 13,925 | 863 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 13,496 | 837 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 13,801 | 820 | 0.01% | 0.02% | 150 | -11,320 | -45.06% | Q3 2026 | Oct 15, 2026 |
| SG Americas Securities, LLC | History | No change | 12,193 | 756 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Amundi | History | No change | 12,178 | 754 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 11,714 | 726 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 11,973 | 712 | 0.0% | 0.0% | 154 | -4,050 | -25.28% | Q3 2026 | Nov 02, 2026 |
| WINTON GROUP Ltd | History | No change | 11,461 | 710 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | Added to | 11,550 | 687 | 0.01% | 0.0% | 156 | +7,112 | 160.25% | Q3 2026 | Oct 28, 2026 |
| Achmea Investment Management B.V. | History | New | 11,200 | 666 | 0.01% | — | 157 | +11,200 | New | Q3 2026 | Oct 30, 2026 |
| Pictet Asset Management Holding SA | History | No change | 10,485 | 623 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Maryland State Retirement & Pension System | History | No change | 9,750 | 604 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Engineers Gate Manager LP | History | No change | 9,440 | 585 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 9,156 | 567 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| COMMERCE BANK | History | No change | 9,081 | 562 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | New | 9,227 | 549 | 0.0% | — | 163 | +9,227 | New | Q3 2026 | Oct 21, 2026 |
| ProShare Advisors LLC | History | Reduced | 9,023 | 536 | 0.0% | 0.0% | 164 | -368 | -3.92% | Q3 2026 | Oct 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 8,600 | 533 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 8,488 | 526 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,431 | 522 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 8,336 | 516 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 8,183 | 507 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 7,980 | 494 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 7,872 | 487 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 7,792 | 483 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 7,775 | 481 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 7,762 | 481 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 7,926 | 471 | 0.0% | 0.0% | 175 | +143 | 1.84% | Q3 2026 | Nov 03, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 7,613 | 452 | 0.0% | 0.0% | 176 | -65 | -0.85% | Q3 2026 | Oct 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,672 | 413 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,585 | 408 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 6,588 | 408 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 6,572 | 407 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,497 | 402 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jefferies Financial Group Inc. | History | No change | 6,461 | 400 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIDUCIARY TRUST CO | History | No change | 6,253 | 387 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 6,152 | 381 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XPONANCE LLC | History | Reduced | 6,357 | 378 | 0.0% | 0.0% | 185 | -216 | -3.29% | Q3 2026 | Nov 03, 2026 |
| Zhang Financial LLC | History | No change | 6,000 | 371 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,967 | 369 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Asset Management Inc | History | Reduced | 6,104 | 363 | 0.0% | 0.0% | 188 | -88 | -1.42% | Q3 2026 | Nov 05, 2026 |
| Squarepoint Ops LLC | History | No change | 5,704 | 353 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestcor Inc | History | No change | 5,587 | 346 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AK GLOBAL ASSET MANAGEMENT, LLC | History | Reduced | 5,800 | 345 | 0.27% | 0.43% | 191 | -2,400 | -29.27% | Q3 2026 | Oct 27, 2026 |
| DRW Securities, LLC | History | No change | 5,524 | 342 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 4,908 | 303 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 5,065 | 301 | 0.06% | 0.07% | 194 | +21 | 0.42% | Q3 2026 | Nov 02, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,775 | 296 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 4,774 | 295 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 4,607 | 285 | 0.08% | 0.08% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 4,600 | 273 | 0.0% | 0.0% | 198 | +1,700 | 58.62% | Q3 2026 | Oct 30, 2026 |
| Ethic Inc. | History | Reduced | 4,590 | 273 | 0.0% | 0.0% | 199 | -494 | -9.72% | Q3 2026 | Nov 03, 2026 |
| Mariner, LLC | History | No change | 4,378 | 271 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 4,522 | 269 | 0.01% | 0.01% | 201 | -274 | -5.71% | Q3 2026 | Oct 28, 2026 |
| Cambria Investment Management, L.P. | History | No change | 4,345 | 269 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JMN Financial LLC | History | No change | 4,243 | 263 | 0.2% | 0.2% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 4,138 | 256 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4,253 | 253 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Teza Capital Management LLC | History | New | 4,226 | 251 | 0.22% | — | 206 | +4,226 | New | Q3 2026 | Oct 23, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 4,175 | 248 | 0.0% | — | 208 | +4,175 | New | Q3 2026 | Oct 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 4,013 | 248 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 4,110 | 244 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 3,865 | 229 | 0.04% | 0.05% | 210 | +24 | 0.62% | Q3 2026 | Oct 19, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 3,688 | 228 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| denkapparat Operations GmbH | History | No change | 3,666 | 227 | 0.07% | 0.07% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | Added to | 3,791 | 225 | 0.01% | 0.01% | 213 | +208 | 5.81% | Q3 2026 | Oct 08, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 3,781 | 224 | 0.0% | 0.0% | 214 | -129 | -3.3% | Q3 2026 | Oct 21, 2026 |
| DnB Asset Management AS | History | No change | 3,585 | 222 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Man Group plc | History | No change | 3,395 | 210 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 3,341 | 207 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,299 | 204 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,097 | 191 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 2,832 | 168 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Parallel Advisors, LLC | History | No change | 2,650 | 157 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| US BANCORP \DE\ | History | No change | 2,491 | 154 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,280 | 135 | 0.0% | 0.0% | 223 | -1,570 | -40.78% | Q3 2026 | Oct 15, 2026 |
| KBC Group NV | History | No change | 2,191 | 130 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,055 | 127 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,965 | 122 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,966 | 116 | 0.0% | 0.0% | 227 | -109 | -5.25% | Q3 2026 | Oct 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,689 | 100 | 0.01% | 0.01% | 228 | +36 | 2.18% | Q3 2026 | Oct 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,580 | 97 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 1,463 | 90 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 1,479 | 88 | 0.01% | 0.0% | 231 | +799 | 117.5% | Q3 2026 | Oct 22, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,407 | 83 | 0.01% | 0.0% | 232 | +1,012 | 256.2% | Q3 2026 | Oct 27, 2026 |
| ASSETMARK, INC | History | Added to | 1,305 | 77 | 0.0% | 0.0% | 233 | +23 | 1.79% | Q3 2026 | Oct 21, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,286 | 76 | 0.0% | 0.01% | 234 | -7,394 | -85.18% | Q3 2026 | Oct 22, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,225 | 75 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Arax Advisory Partners | History | No change | 1,182 | 73 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 851 | 52 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | No change | 839 | 49 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Nykredit A/S | History | No change | 756 | 46 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 763 | 45 | 0.0% | 0.0% | 240 | -69 | -8.29% | Q3 2026 | Oct 23, 2026 |
| Bayforest Capital Ltd | History | New | 689 | 40 | 0.06% | — | 242 | +689 | New | Q3 2026 | Nov 03, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 682 | 40 | 0.0% | 0.0% | 241 | -2 | -0.29% | Q3 2026 | Oct 29, 2026 |
| Optiver Holding B.V. | History | No change | 593 | 36 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | New | 568 | 33 | 0.0% | — | 244 | +568 | New | Q3 2026 | Oct 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 502 | 31 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 457 | 28 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UMB Bank, n.a. | History | No change | 442 | 27 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 448 | 27 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| V-Square Quantitative Management LLC | History | Reduced | 400 | 23 | 0.0% | 0.0% | 250 | -197 | -33.0% | Q3 2026 | Oct 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 380 | 23 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 337 | 20 | 0.0% | 0.0% | 252 | +29 | 9.42% | Q3 2026 | Nov 04, 2026 |
| Westside Investment Management, Inc. | History | No change | 344 | 20 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 299 | 17 | 0.0% | 0.0% | 254 | +131 | 77.98% | Q3 2026 | Oct 08, 2026 |
| Smithfield Trust Co | History | No change | 280 | 17 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elyxium Wealth, LLC | History | New | 285 | 16 | 0.0% | — | 255 | +285 | New | Q3 2026 | Oct 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 239 | 14 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 224 | 13 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 199 | 11 | 0.01% | — | 258 | +199 | New | Q3 2026 | Oct 21, 2026 |
| KFG LLC | History | New | 194 | 11 | 0.01% | — | 259 | +194 | New | Q3 2026 | Nov 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 170 | 10 | 0.0% | 0.0% | 260 | -3 | -1.73% | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | No change | 146 | 9 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 151 | 8 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Ascentis Wealth Management, LLC | History | New | 133 | 7 | 0.0% | — | 265 | +133 | New | Q3 2026 | Nov 03, 2026 |
| CVA Family Office, LLC | History | No change | 127 | 7 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 123 | 7 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 115 | 6 | 0.0% | 0.0% | 269 | +45 | 64.29% | Q3 2026 | Oct 14, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 6 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Manchester Capital Management LLC | History | No change | 105 | 6 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| MATHER GROUP, LLC. | History | No change | 102 | 6 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 110 | 6 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 89 | 5 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 91 | 5 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Quarry LP | History | No change | 94 | 5 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 100 | 5 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Torren Management, LLC | History | Added to | 80 | 4 | 0.0% | 0.0% | 277 | +1 | 1.27% | Q3 2026 | Oct 29, 2026 |
| High Note Wealth, LLC | History | No change | 76 | 4 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Private Wealth Management Group, LLC | History | No change | 78 | 4 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 59 | 3 | 0.0% | 0.0% | 281 | +30 | 103.45% | Q3 2026 | Oct 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 60 | 3 | 0.0% | 0.0% | 278 | +27 | 81.82% | Q3 2026 | Oct 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 61 | 3 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | No change | 56 | 3 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SIMPLEX TRADING, LLC | History | New | 50 | 2 | 0.0% | — | 286 | +50 | New | Q3 2026 | Nov 04, 2026 |
| Clark Wealth Partners | History | New | 35 | 2 | 0.0% | — | 287 | +35 | New | Q3 2026 | Oct 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 48 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Valued Wealth Advisors LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rialto Wealth Management, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 17 | 1 | 0.0% | — | 296 | +17 | New | Q3 2026 | Oct 23, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 19 | 1 | 0.0% | — | 290 | +6 | 46.15% | Q3 2026 | Nov 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 26 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 17 | 1 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SummerHaven Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -15,353 | -100.0% | Q3 2026 | Oct 19, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,466 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Fifth Third Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,291 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -966 | -100.0% | Q3 2026 | Oct 29, 2026 |