CRACKER BARREL OLD COUNTRY STORE, INC - CBRL
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 | 3,554,653 | 189,463 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,475,588 | 78,648 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,053,539 | 56,153 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | No change | 1,041,589 | 55,516 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,007,420 | 53,695 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 990,795 | 52,809 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 980,280 | 52,248 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 899,950 | 47,967 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| CITADEL ADVISORS LLC | History | No change | 688,762 | 36,711 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 682,102 | 36,356 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 599,454 | 31,950 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 596,331 | 31,790 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 569,608 | 30,360 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GMT CAPITAL CORP | History | No change | 545,200 | 29,059 | 1.51% | 1.51% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 496,561 | 26,466 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 436,500 | 23,265 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 427,274 | 22,482 | 0.0% | 0.0% | 17 | +132,741 | 45.07% | Q3 2026 | Nov 04, 2026 |
| Nuveen, LLC | History | No change | 411,062 | 21,909 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 376,252 | 20,054 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 361,583 | 19,272 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Added to | 358,400 | 18,859 | 0.0% | 0.0% | 21 | +37,300 | 11.62% | Q3 2026 | Nov 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 349,632 | 18,397 | 0.02% | 0.02% | 22 | +1,516 | 0.44% | Q3 2026 | Nov 02, 2026 |
| Invesco Ltd. | History | No change | 330,292 | 17,604 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 326,380 | 17,396 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 301,136 | 16,050 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 295,019 | 15,724 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 281,966 | 15,028 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 261,363 | 13,930 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 241,646 | 12,879 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 209,229 | 11,151 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 196,289 | 10,462 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 173,845 | 9,266 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meros Investment Management, LP | History | No change | 159,326 | 8,492 | 2.69% | 2.69% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 153,528 | 8,183 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HRT FINANCIAL LP | History | No change | 152,678 | 8,137 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 149,024 | 7,942 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 142,374 | 7,588 | 0.13% | 0.13% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 138,936 | 7,405 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 137,676 | 7,244 | 0.0% | 0.0% | 39 | -1,978 | -1.42% | Q3 2026 | Nov 05, 2026 |
| Simcoe Capital LLC | History | Reduced | 125,353 | 6,596 | 4.52% | 6.32% | 40 | -69,318 | -35.61% | Q3 2026 | Nov 05, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 111,000 | 5,916 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 107,867 | 5,749 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 106,830 | 5,621 | 0.0% | 0.0% | 43 | -1,197 | -1.11% | Q3 2026 | Nov 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 102,729 | 5,475 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 94,600 | 5,042 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 93,214 | 4,968 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 93,046 | 4,959 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 91,074 | 4,854 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crawford Fund Management, LLC | History | No change | 77,000 | 4,104 | 0.63% | 0.63% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 76,608 | 4,083 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 74,299 | 3,909 | 0.0% | 0.0% | 51 | +12,679 | 20.58% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 70,851 | 3,776 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BIGLARI, SARDAR | History | No change | 69,141 | 3,685 | 5.92% | 5.92% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 66,713 | 3,555 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 66,309 | 3,534 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 64,297 | 3,427 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | No change | 63,340 | 3,376 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 64,000 | 3,367 | 0.0% | 0.0% | 58 | +20,526 | 47.21% | Q3 2026 | Nov 04, 2026 |
| LPL Financial LLC | History | No change | 63,084 | 3,362 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PDT Partners, LLC | History | No change | 60,873 | 3,244 | 0.17% | 0.17% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 59,480 | 3,170 | 0.21% | 0.21% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Soviero Asset Management, LP | History | No change | 55,000 | 2,931 | 1.23% | 1.23% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 54,676 | 2,914 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 53,788 | 2,866 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 53,747 | 2,864 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 52,162 | 2,780 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 51,216 | 2,694 | 0.05% | 0.04% | 67 | +6,875 | 15.5% | Q3 2026 | Oct 13, 2026 |
| Corient Private Wealth LP | History | No change | 45,996 | 2,451 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Swiss National Bank | History | No change | 42,650 | 2,273 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 42,177 | 2,248 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 42,176 | 2,248 | 0.19% | 0.19% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 42,010 | 2,239 | 0.12% | 0.12% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 39,399 | 2,100 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 38,737 | 2,064 | 0.08% | 0.08% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 38,475 | 2,050 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 38,197 | 2,035 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 37,359 | 1,991 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 32,575 | 1,736 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | No change | 31,262 | 1,666 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Holdings, LLC | History | No change | 30,757 | 1,639 | 0.51% | 0.51% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 30,339 | 1,617 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 27,563 | 1,469 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 27,449 | 1,463 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rodgers Brothers Inc. | History | No change | 26,150 | 1,393 | 0.14% | 0.14% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 25,133 | 1,339 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 24,339 | 1,297 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 23,859 | 1,271 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SummitTX Capital, L.P. | History | No change | 23,785 | 1,267 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 23,320 | 1,242 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 23,269 | 1,240 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 22,532 | 1,186 | 0.0% | 0.0% | 91 | +287 | 1.29% | Q3 2026 | Oct 22, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | No change | 21,788 | 1,161 | 0.36% | 0.36% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ausbil Investment Management Ltd | History | Reduced | 21,769 | 1,145 | 0.58% | 1.28% | 93 | -29,466 | -57.51% | Q3 2026 | Oct 07, 2026 |
| Mariner, LLC | History | No change | 20,759 | 1,106 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verition Fund Management LLC | History | No change | 20,324 | 1,083 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Counsel, Inc | History | Reduced | 20,534 | 1,080 | 0.12% | 0.13% | 96 | -1,530 | -6.93% | Q3 2026 | Oct 20, 2026 |
| GABELLI FUNDS LLC | History | No change | 20,000 | 1,066 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 19,073 | 1,015 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horrell Capital Management, Inc. | History | Reduced | 19,288 | 1,014 | 0.54% | 0.49% | 100 | -866 | -4.3% | Q3 2026 | Oct 08, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 19,034 | 1,014 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 19,000 | 1,012 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 18,304 | 962 | 0.01% | 0.01% | 102 | -3,606 | -16.46% | Q3 2026 | Oct 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 17,540 | 934 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 17,432 | 929 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 17,500 | 920 | 0.01% | — | 105 | +17,500 | New | Q3 2026 | Oct 28, 2026 |
| Parvin Asset Management, LLC | History | No change | 16,745 | 892 | 0.7% | 0.7% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 15,053 | 802 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 14,822 | 790 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 14,758 | 786 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 14,465 | 761 | 0.01% | 0.01% | 110 | -44 | -0.3% | Q3 2026 | Nov 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 14,216 | 748 | 0.0% | 0.0% | 111 | -461 | -3.14% | Q3 2026 | Nov 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 26,400 | 742 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 13,344 | 711 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GFS Advisors, LLC | History | Added to | 13,350 | 702 | 0.08% | 0.07% | 114 | +13,250 | 13250.0% | Q3 2026 | Nov 03, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 13,118 | 699 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,242 | 677 | 0.0% | 0.0% | 116 | +269 | 2.25% | Q3 2026 | Oct 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 12,696 | 668 | 0.0% | 0.0% | 117 | -898 | -6.61% | Q3 2026 | Oct 20, 2026 |
| TCM Advisors, LLC | History | No change | 12,518 | 667 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 12,472 | 656 | 0.01% | 0.01% | 119 | +3,446 | 38.18% | Q3 2026 | Nov 05, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 12,200 | 650 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hudson Bay Capital Management LP | History | No change | 12,200 | 650 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Longaeva Partners L.P. | History | No change | 12,121 | 646 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 11,970 | 645 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jain Global LLC | History | No change | 11,907 | 634 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | New | 8,819 | 617 | 0.01% | — | 125 | +8,819 | New | Q3 2026 | Nov 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 11,518 | 613 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| &PARTNERS | History | No change | 11,478 | 611 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | No change | 11,051 | 589 | 0.29% | 0.29% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 11,037 | 588 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 10,467 | 557 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Poehling Capital Management, INC. | History | Reduced | 10,576 | 556 | 0.11% | 0.16% | 131 | -3,857 | -26.72% | Q3 2026 | Oct 20, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 10,077 | 530 | 0.0% | 0.0% | 132 | -800 | -7.35% | Q3 2026 | Oct 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 9,794 | 522 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 9,750 | 519 | 0.18% | 0.18% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 9,560 | 509 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 9,500 | 499 | 0.01% | 0.01% | 136 | -300 | -3.06% | Q3 2026 | Oct 20, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 9,031 | 481 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 8,975 | 478 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 8,754 | 466 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 8,514 | 448 | 0.03% | 0.02% | 140 | +1,073 | 14.42% | Q3 2026 | Oct 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,386 | 446 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 8,000 | 426 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 7,524 | 402 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 7,543 | 402 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 7,513 | 400 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 7,315 | 389 | 0.06% | 0.06% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 7,294 | 388 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 7,221 | 384 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sterling Capital Management LLC | History | Added to | 7,283 | 383 | 0.01% | 0.01% | 149 | +575 | 8.57% | Q3 2026 | Oct 22, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,070 | 376 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WINTON GROUP Ltd | History | No change | 6,501 | 346 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 6,456 | 344 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meadowbrook Wealth Management, LLC | History | Reduced | 6,525 | 343 | 0.36% | 0.57% | 153 | -3,096 | -32.18% | Q3 2026 | Oct 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,497 | 341 | 0.0% | 0.0% | 154 | -4,613 | -41.52% | Q3 2026 | Oct 30, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 6,400 | 341 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 6,079 | 324 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 5,917 | 315 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Arizona State Retirement System | History | Added to | 5,971 | 314 | 0.0% | 0.0% | 158 | +112 | 1.91% | Q3 2026 | Nov 03, 2026 |
| AMALGAMATED BANK | History | Reduced | 5,805 | 305 | 0.0% | 0.0% | 159 | -210 | -3.49% | Q3 2026 | Oct 23, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 5,676 | 302 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 5,474 | 291 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 5,266 | 277 | 0.0% | 0.0% | 162 | -34 | -0.64% | Q3 2026 | Nov 03, 2026 |
| INCEPTIONR LLC | History | No change | 5,119 | 272 | 0.07% | 0.07% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 5,060 | 269 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LeClair Wealth Partners LLC | History | No change | 5,032 | 268 | 0.14% | 0.14% | 165 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,020 | 265 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palogic Value Management, L.P. | History | No change | 5,000 | 265 | 0.09% | 0.09% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 5,032 | 264 | 0.0% | 0.0% | 168 | -100 | -1.95% | Q3 2026 | Oct 29, 2026 |
| Chung Wu Investment Group, LLC | History | New | 5,000 | 263 | 0.19% | — | 169 | +5,000 | New | Q3 2026 | Nov 03, 2026 |
| Private Advisor Group, LLC | History | No change | 4,868 | 259 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brevan Howard Capital Management LP | History | No change | 4,809 | 256 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investors Research Corp | History | Reduced | 4,845 | 254 | 0.04% | 0.05% | 172 | -175 | -3.49% | Q3 2026 | Oct 07, 2026 |
| AXQ CAPITAL, LP | History | No change | 4,671 | 248 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Headlands Technologies LLC | History | No change | 4,635 | 247 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | No change | 4,397 | 242 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,500 | 239 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 4,411 | 235 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 4,340 | 231 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 4,347 | 231 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,289 | 228 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pingora Partners LLC | History | No change | 4,100 | 218 | 0.13% | 0.13% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 4,058 | 216 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 3,861 | 205 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bayforest Capital Ltd | History | Reduced | 3,849 | 202 | 0.3% | 0.31% | 184 | -2,407 | -38.48% | Q3 2026 | Nov 03, 2026 |
| State of Wyoming | History | New | 3,835 | 201 | 0.02% | — | 186 | +3,835 | New | Q3 2026 | Oct 28, 2026 |
| Savvy Advisors, Inc. | History | No change | 3,772 | 201 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | No change | 3,675 | 195 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fulcrum Asset Management LLP | History | New | 3,400 | 178 | 0.01% | — | 188 | +3,400 | New | Q3 2026 | Nov 04, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 3,230 | 172 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,951 | 157 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NFSG Corp | History | Added to | 2,896 | 152 | 0.02% | 0.02% | 191 | +88 | 3.13% | Q3 2026 | Oct 15, 2026 |
| CITIGROUP INC | History | Reduced | 2,844 | 149 | 0.0% | 0.0% | 192 | -10,978 | -79.42% | Q3 2026 | Nov 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,625 | 138 | 0.01% | 0.01% | 193 | +396 | 17.77% | Q3 2026 | Oct 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,523 | 134 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 2,515 | 134 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 2,400 | 127 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| GAMMA Investing LLC | History | Added to | 2,311 | 121 | 0.0% | 0.0% | 197 | +109 | 4.95% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | No change | 2,149 | 114 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 2,106 | 112 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,063 | 109 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BIGLARI CAPITAL CORP. | History | No change | 2,000 | 106 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,961 | 104 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,937 | 103 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,400 | 74 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 1,177 | 61 | 0.03% | 0.03% | 205 | +5 | 0.43% | Q3 2026 | Oct 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,039 | 54 | 0.0% | 0.0% | 206 | +30 | 2.97% | Q3 2026 | Nov 04, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 686 | 36 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 627 | 33 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 577 | 30 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 532 | 28 | 0.0% | — | 210 | +532 | New | Q3 2026 | Oct 27, 2026 |
| CITY HOLDING CO | History | No change | 500 | 26 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 422 | 22 | 0.01% | 0.01% | 212 | +2 | 0.48% | Q3 2026 | Nov 04, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 430 | 22 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 422 | 22 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 423 | 22 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Bank & Trust Co | History | Reduced | 408 | 21 | 0.01% | 0.02% | 217 | -54 | -11.69% | Q3 2026 | Oct 07, 2026 |
| Truvestments Capital LLC | History | No change | 400 | 21 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Markowski Investments | History | No change | 400 | 21 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 382 | 20 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 379 | 20 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 377 | 19 | 0.0% | 0.0% | 221 | +150 | 66.08% | Q3 2026 | Oct 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 311 | 16 | 0.0% | 0.0% | 223 | +5 | 1.63% | Q3 2026 | Oct 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 302 | 16 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 278 | 14 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 244 | 12 | 0.0% | 0.0% | 225 | +54 | 28.42% | Q3 2026 | Oct 23, 2026 |
| Ascentis Independent Advisors | History | New | 211 | 11 | 0.0% | — | 228 | +211 | New | Q3 2026 | Nov 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 214 | 11 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Essential Partners LLC | History | No change | 227 | 11 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Root Financial Partners, LLC | History | New | 203 | 10 | 0.0% | — | 233 | +203 | New | Q3 2026 | Oct 21, 2026 |
| IFP Advisors, Inc | History | Added to | 197 | 10 | 0.0% | 0.0% | 230 | +2 | 1.03% | Q3 2026 | Oct 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 200 | 10 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Advocate Investing Services LLC | History | No change | 200 | 10 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Blue Trust, Inc. | History | Added to | 177 | 9 | 0.0% | 0.0% | 235 | +155 | 704.55% | Q3 2026 | Oct 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 183 | 9 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 177 | 9 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 149 | 8 | 0.0% | 0.0% | 237 | -19 | -11.31% | Q3 2026 | Oct 22, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 159 | 8 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | No change | 140 | 7 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 130 | 6 | 0.0% | 0.0% | 240 | +3 | 2.36% | Q3 2026 | Nov 03, 2026 |
| Quarry LP | History | No change | 128 | 6 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 119 | 6 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Asset Dedication, LLC | History | New | 100 | 5 | 0.0% | — | 248 | +100 | New | Q3 2026 | Nov 02, 2026 |
| UMB Bank, n.a. | History | No change | 95 | 5 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | No change | 103 | 5 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 107 | 5 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitlin John, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 93 | 4 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 78 | 4 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 87 | 4 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 76 | 3 | 0.0% | 0.0% | 252 | -3 | -3.8% | Q3 2026 | Oct 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 58 | 3 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 61 | 3 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | No change | 51 | 3 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Park Place Capital Corp | History | No change | 75 | 3 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 40 | 2 | 0.0% | — | 261 | +40 | New | Q3 2026 | Oct 30, 2026 |
| Larson Financial Group LLC | History | Added to | 46 | 2 | 0.0% | 0.0% | 258 | +9 | 24.32% | Q3 2026 | Nov 05, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 40 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Citizens National Bank Trust Department | History | No change | 50 | 2 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| IAG Wealth Partners, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 19 | 1 | 0.0% | — | 263 | +9 | 90.0% | Q3 2026 | Oct 22, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 19 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 20 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Independence Bank of Kentucky | History | No change | 20 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Elequin Capital, LP | History | No change | 24 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortis Group Advisors, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.05% | — | -20,423 | -100.0% | Q3 2026 | Nov 02, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -17,000 | -100.0% | Q3 2026 | Oct 16, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,811 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Axiom Investment Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,000 | -100.0% | Q3 2026 | Nov 03, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Spire Wealth Management | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Oct 30, 2026 |
| Ascentis Wealth Management, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Nov 03, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 20, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 9 | 0 | — | — | — | +6 | 200.0% | Q3 2026 | Oct 26, 2026 |
| Covestor Ltd | History | Reduced | 4 | 0 | — | — | — | -4 | -50.0% | Q3 2026 | Oct 30, 2026 |
| Parkside Financial Bank & Trust | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 27, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 11 | 0 | — | — | — | +3 | 37.5% | Q3 2026 | Oct 21, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q3 2026 | Oct 23, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GODSEY & GIBB, INC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Leonteq Securities AG | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Field & Main Bank | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Davis Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Evolution Advisers, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Ankerstar Wealth, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |