COMMUNITY FINANCIAL SYSTEM, INC. - CBU
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 | 7,556,770 | 507,210 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 3,678,108 | 246,874 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 3,549,062 | 238,213 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 3,456,640 | 232,009 | 0.15% | 0.15% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 3,313,651 | 223,932 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,364,665 | 158,716 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 1,843,474 | 123,733 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 1,682,284 | 112,915 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,359,907 | 91,291 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | No change | 738,531 | 49,570 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 657,590 | 44,137 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 635,278 | 42,639 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 567,244 | 38,073 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 544,140 | 36,522 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 450,410 | 30,231 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Riggs Asset Managment Co. Inc. | History | No change | 411,432 | 27,615 | 4.93% | 4.93% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 392,351 | 26,334 | 0.31% | 0.31% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | No change | 368,124 | 24,708 | 0.41% | 0.41% | 18 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 356,833 | 23,950 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 321,017 | 21,546 | 0.86% | 0.86% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 260,075 | 17,456 | 0.59% | 0.59% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 259,422 | 17,412 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 254,722 | 17,096 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 246,960 | 16,575 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 236,766 | 15,891 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 203,518 | 13,660 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 191,639 | 12,862 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 180,584 | 12,120 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 152,535 | 10,238 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 143,338 | 9,620 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 136,416 | 9,156 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 133,785 | 8,979 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 132,330 | 8,881 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 124,793 | 8,376 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 124,496 | 8,359 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 123,878 | 8,314 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Waldron Private Wealth LLC | History | No change | 122,062 | 8,192 | 0.28% | 0.28% | 37 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 118,329 | 7,942 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 106,707 | 7,288 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 105,837 | 7,103 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Swiss National Bank | History | No change | 105,400 | 7,074 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 105,104 | 7,054 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 97,233 | 6,526 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 96,166 | 6,454 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 94,264 | 6,327 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Community Bank, N.A. | History | No change | 91,527 | 6,143 | 0.66% | 0.66% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilton Capital Management, LLC | History | No change | 77,912 | 5,229 | 0.36% | 0.36% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 76,055 | 5,104 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 75,717 | 5,082 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 74,881 | 5,027 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | No change | 68,056 | 4,567 | 0.08% | 0.08% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 65,300 | 4,382 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 62,978 | 4,227 | 0.21% | 0.21% | 53 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 71,914 | 4,217 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 61,427 | 4,123 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 61,099 | 4,100 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 56,551 | 3,795 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 56,000 | 3,758 | 0.14% | 0.14% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 54,462 | 3,655 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 50,129 | 3,347 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 49,360 | 3,313 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 47,825 | 3,210 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 43,276 | 2,904 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 43,259 | 2,903 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 43,070 | 2,889 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 42,287 | 2,838 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ausbil Investment Management Ltd | History | No change | 41,188 | 2,819 | 1.28% | 1.28% | 67 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 37,762 | 2,534 | 0.07% | 0.07% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XTX Topco Ltd | History | No change | 36,622 | 2,458 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 34,827 | 2,338 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 34,754 | 2,332 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 32,240 | 2,163 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 31,601 | 2,121 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 31,170 | 2,092 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 29,756 | 1,997 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 27,268 | 1,830 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 26,480 | 1,777 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 26,105 | 1,752 | 0.15% | 0.15% | 78 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 24,673 | 1,656 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 23,500 | 1,577 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 23,412 | 1,571 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 23,379 | 1,569 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Louisiana State Employees Retirement System | History | No change | 23,000 | 1,543 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROYAL BANK OF CANADA | History | No change | 22,844 | 1,533 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 22,272 | 1,494 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 21,965 | 1,474 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 21,522 | 1,444 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 20,547 | 1,379 | 0.11% | 0.11% | 88 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 20,462 | 1,373 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 20,167 | 1,353 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rafferty Asset Management, LLC | History | No change | 20,167 | 1,353 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 20,131 | 1,351 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 19,775 | 1,327 | 0.43% | 0.43% | 93 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 19,633 | 1,317 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 19,565 | 1,312 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 19,449 | 1,305 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 18,874 | 1,266 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 17,086 | 1,146 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 16,777 | 1,126 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | No change | 16,747 | 1,124 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 16,727 | 1,122 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 16,707 | 1,121 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Handelsbanken Fonder AB | History | No change | 16,216 | 1,088 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 15,802 | 1,060 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 15,082 | 1,012 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | No change | 14,497 | 973 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,441 | 969 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| AMALGAMATED BANK | History | No change | 14,144 | 949 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 14,091 | 945 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 13,805 | 932 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 13,791 | 925 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 13,650 | 916 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 13,618 | 914 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 13,376 | 897 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 13,297 | 892 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 12,766 | 856 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | No change | 12,648 | 848 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 12,463 | 836 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 12,421 | 833 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 12,320 | 826 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 12,286 | 824 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 11,935 | 801 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY TRUST CO | History | No change | 11,832 | 794 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FULTON BANK, N.A. | History | No change | 11,817 | 793 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 11,700 | 789 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 11,405 | 765 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 10,890 | 730 | 0.09% | 0.09% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 10,754 | 721 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 10,734 | 720 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 10,691 | 717 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 10,321 | 692 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Inspire Investing, LLC | History | No change | 10,167 | 682 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 10,117 | 679 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 10,068 | 675 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Financial Services, Inc. | History | No change | 8,686 | 583 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 8,678 | 582 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,558 | 574 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hanson & Doremus Investment Management | History | No change | 8,446 | 567 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aquatic Capital Management LLC | History | No change | 8,163 | 547 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 8,086 | 542 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 7,973 | 535 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Amundi | History | No change | 7,783 | 522 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 7,755 | 520 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 7,674 | 515 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ProShare Advisors LLC | History | No change | 7,628 | 511 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 7,621 | 511 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aureum Wealth Management, LLC | History | No change | 7,571 | 508 | 0.31% | 0.31% | 147 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 7,483 | 502 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 7,291 | 489 | 0.07% | 0.07% | 149 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 7,035 | 472 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 6,679 | 448 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,667 | 447 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 6,662 | 447 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 6,384 | 428 | 0.12% | 0.12% | 154 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 6,329 | 425 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allegheny Financial Group | History | No change | 6,076 | 407 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 6,020 | 404 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 5,960 | 400 | 0.17% | 0.17% | 158 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,913 | 397 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 5,844 | 392 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XPONANCE LLC | History | No change | 5,378 | 360 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bouchey Financial Group, Ltd. | History | No change | 5,269 | 355 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | No change | 5,288 | 354 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 5,100 | 342 | 0.15% | 0.15% | 164 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,862 | 326 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stone House Investment Management, LLC | History | No change | 4,837 | 324 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Engineers Gate Manager LP | History | No change | 4,760 | 319 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Drum Hill Capital, LLC | History | No change | 4,718 | 316 | 0.32% | 0.32% | 168 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 4,632 | 310 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 4,476 | 300 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 4,395 | 295 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,388 | 294 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PROFUND ADVISORS LLC | History | No change | 4,277 | 287 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 4,257 | 285 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIA Advisory Group LLC | History | No change | 4,169 | 279 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LAWOOD & CO | History | No change | 4,088 | 274 | 0.19% | 0.19% | 176 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 4,040 | 271 | 0.15% | 0.15% | 177 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NICOLET BANKSHARES INC | History | No change | 4,000 | 268 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 3,933 | 263 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Operose Advisors LLC | History | No change | 3,925 | 263 | 0.05% | 0.05% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 3,840 | 257 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 3,500 | 234 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 3,416 | 229 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXQ CAPITAL, LP | History | No change | 3,220 | 216 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC Asset Management Inc | History | No change | 3,175 | 213 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 3,174 | 213 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 3,180 | 213 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,088 | 207 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 3,083 | 206 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DRW Securities, LLC | History | No change | 3,058 | 205 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,045 | 204 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,008 | 201 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 2,998 | 201 | 0.08% | 0.08% | 193 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 3,000 | 201 | 0.12% | 0.12% | 194 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 2,990 | 200 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,845 | 123 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 1,743 | 116 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KBC Group NV | History | No change | 1,668 | 112 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Community Financial Services Group, LLC | History | No change | 1,389 | 95 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,267 | 85 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | No change | 1,218 | 81 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NBT BANK, N.A. | History | No change | 1,202 | 80 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STRS OHIO | History | No change | 1,100 | 73 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EASTERN BANK | History | New | 1,200 | 71 | 0.0% | — | 204 | +1,200 | New | Q3 2026 | Oct 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,032 | 69 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,000 | 67 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 975 | 65 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| US BANCORP \DE\ | History | No change | 929 | 62 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 824 | 55 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 800 | 53 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Versant Capital Management, Inc | History | Added to | 875 | 52 | 0.0% | 0.0% | 211 | +359 | 69.57% | Q3 2026 | Oct 01, 2026 |
| Center for Financial Planning, Inc. | History | No change | 780 | 52 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 658 | 44 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Arax Advisory Partners | History | No change | 660 | 44 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 639 | 42 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 627 | 42 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 583 | 39 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Covestor Ltd | History | No change | 581 | 39 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nykredit A/S | History | No change | 563 | 37 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 564 | 37 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | No change | 541 | 36 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 519 | 34 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 520 | 34 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 495 | 33 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 412 | 28 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 385 | 25 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 376 | 25 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 367 | 24 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 314 | 21 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smithfield Trust Co | History | No change | 270 | 18 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bare Financial Services, Inc | History | No change | 271 | 18 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 217 | 14 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 194 | 13 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 173 | 11 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Accent Capital Management, LLC | History | No change | 165 | 11 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 150 | 10 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 146 | 9 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 129 | 8 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 99 | 6 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 103 | 6 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 91 | 6 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dogwood Wealth Management LLC | History | No change | 96 | 6 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 100 | 6 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 78 | 5 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fulcrum Asset Management LLP | History | No change | 64 | 4 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Larson Financial Group LLC | History | No change | 74 | 4 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 73 | 4 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 69 | 4 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Osbon Capital Management LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 54 | 3 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| High Note Wealth, LLC | History | No change | 36 | 2 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fortitude Family Office, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 34 | 2 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 29 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Capital Management Investments LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Wealth Management Group, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rialto Wealth Management, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Davis Capital Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Evolution Advisers, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DecisionPoint Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LRI Investments, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Navigoe, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HFM Investment Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Signature Equity Partners, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |