Capitol Federal Financial, Inc. - CFFN
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 | 17,921,879 | 152,515 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 7,429,101 | 61,291 | 0.01% | 0.01% | 2 | +148,306 | 2.04% | Q3 2026 | Nov 04, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 6,621,659 | 56,350 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HoldCo Asset Management, LP | History | No change | 6,466,059 | 55,026 | 3.53% | 3.53% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 6,389,952 | 54,378 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 5,073,463 | 43,175 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 3,798,497 | 32,325 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,656,717 | 31,118 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 3,295,983 | 28,048 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,370,066 | 27,806 | 0.0% | 0.0% | 10 | +165,781 | 5.17% | Q3 2026 | Nov 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 2,666,497 | 22,691 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 2,625,854 | 22,346 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 2,062,466 | 17,551 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,021,663 | 17,204 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 1,807,538 | 15,382 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,706,758 | 14,524 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,655,647 | 14,089 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,408,625 | 11,987 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | No change | 1,395,285 | 11,873 | 0.6% | 0.6% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 1,213,480 | 10,326 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,153,672 | 9,517 | 0.0% | 0.0% | 21 | -17,405 | -1.49% | Q3 2026 | Nov 05, 2026 |
| UBS Group AG | History | No change | 956,470 | 8,139 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 889,564 | 7,570 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSM Advisors, LLC | History | No change | 808,975 | 6,885 | 0.15% | 0.15% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 774,335 | 6,589 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 686,350 | 5,662 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 553,778 | 4,712 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 552,872 | 4,561 | 0.0% | 0.0% | 28 | -10,918 | -1.94% | Q3 2026 | Nov 02, 2026 |
| IEQ CAPITAL, LLC | History | No change | 496,579 | 4,225 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TOWLE & CO | History | No change | 447,891 | 3,811 | 1.29% | 1.29% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 444,969 | 3,786 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 421,579 | 3,587 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 405,137 | 3,447 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 400,722 | 3,410 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 388,854 | 3,289 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 350,779 | 2,985 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Empowered Funds, LLC | History | No change | 336,336 | 2,862 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 300,295 | 2,555 | 0.13% | 0.13% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RHUMBLINE ADVISERS | History | No change | 299,669 | 2,550 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | No change | 298,245 | 2,538 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 275,533 | 2,344 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 267,526 | 2,276 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 260,681 | 2,219 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 256,669 | 2,184 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Creative Planning | History | Reduced | 262,412 | 2,164 | 0.0% | 0.0% | 45 | -10,036 | -3.68% | Q3 2026 | Nov 02, 2026 |
| SEI INVESTMENTS CO | History | No change | 253,540 | 2,157 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 241,000 | 2,050 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 227,445 | 1,935 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 223,471 | 1,901 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 226,726 | 1,870 | 0.0% | 0.0% | 50 | +160,503 | 242.37% | Q3 2026 | Nov 06, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 221,456 | 1,827 | 0.44% | 0.45% | 51 | +1,369 | 0.62% | Q3 2026 | Nov 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 206,634 | 1,758 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 197,756 | 1,631 | 0.02% | 0.01% | 53 | +79,422 | 67.12% | Q3 2026 | Nov 09, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 187,659 | 1,548 | 0.01% | — | 54 | +187,659 | New | Q3 2026 | Oct 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 190,234 | 1,521 | 0.0% | 0.0% | 55 | +68,655 | 56.47% | Q3 2026 | Oct 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 168,328 | 1,432 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 167,082 | 1,378 | 0.01% | 0.01% | 57 | +1,562 | 0.94% | Q3 2026 | Nov 06, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 165,704 | 1,367 | 0.0% | 0.01% | 58 | -81,096 | -32.86% | Q3 2026 | Nov 05, 2026 |
| LPL Financial LLC | History | Added to | 147,599 | 1,217 | 0.0% | 0.0% | 59 | +1,316 | 0.9% | Q3 2026 | Nov 06, 2026 |
| Quantinno Capital Management LP | History | No change | 140,204 | 1,193 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 127,355 | 1,083 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 130,800 | 1,079 | 0.01% | 0.0% | 62 | +55,200 | 73.02% | Q3 2026 | Oct 28, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 122,317 | 1,040 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 114,110 | 971 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 117,242 | 967 | 0.02% | 0.02% | 65 | +7,472 | 6.81% | Q3 2026 | Oct 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 114,977 | 948 | 0.0% | 0.0% | 66 | -5,480 | -4.55% | Q3 2026 | Nov 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 109,864 | 934 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 108,914 | 925 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 127,034 | 905 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 101,200 | 861 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 98,833 | 841 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 96,131 | 818 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 91,687 | 780 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | No change | 90,777 | 772 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 89,918 | 765 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Reduced | 90,855 | 749 | 0.0% | 0.0% | 76 | -4,006 | -4.22% | Q3 2026 | Nov 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 83,017 | 706 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Reduced | 84,093 | 693 | 0.0% | 0.0% | 78 | -48,209 | -36.44% | Q3 2026 | Nov 04, 2026 |
| Mutual Advisors, LLC | History | No change | 79,189 | 673 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 77,180 | 656 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 76,932 | 654 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 76,200 | 648 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 75,977 | 646 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 75,731 | 644 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 74,849 | 636 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 71,578 | 609 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 73,551 | 607 | 0.0% | 0.0% | 87 | -3,035 | -3.96% | Q3 2026 | Nov 05, 2026 |
| XTX Topco Ltd | History | No change | 69,254 | 589 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 61,278 | 505 | 0.01% | 0.01% | 89 | -1,616 | -2.57% | Q3 2026 | Nov 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 59,130 | 503 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Watershed Asset Management, L.L.C. | History | No change | 58,965 | 501 | 0.45% | 0.45% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 57,510 | 489 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 59,109 | 487 | 0.0% | 0.0% | 93 | +614 | 1.05% | Q3 2026 | Nov 05, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 56,731 | 482 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 56,453 | 480 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 51,501 | 424 | 0.15% | 0.13% | 96 | +10,288 | 24.96% | Q3 2026 | Nov 09, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 49,300 | 406 | 0.01% | 0.01% | 97 | -1,800 | -3.52% | Q3 2026 | Oct 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 43,858 | 373 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | New | 43,223 | 356 | 0.0% | — | 99 | +43,223 | New | Q3 2026 | Nov 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 40,172 | 341 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 39,500 | 336 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 39,002 | 331 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 38,271 | 325 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 39,246 | 323 | 0.01% | 0.01% | 104 | +7,113 | 22.14% | Q3 2026 | Oct 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 36,782 | 313 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 36,000 | 306 | 0.11% | 0.11% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 34,368 | 292 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Focus Partners Wealth | History | No change | 34,319 | 292 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 34,484 | 284 | 0.0% | 0.0% | 109 | +4,414 | 14.68% | Q3 2026 | Nov 09, 2026 |
| Neuberger Berman Group LLC | History | No change | 33,165 | 282 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 33,072 | 281 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 34,036 | 280 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 32,559 | 277 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | No change | 32,581 | 277 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Cambria Investment Management, L.P. | History | No change | 31,881 | 271 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 30,899 | 263 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 31,768 | 262 | 0.0% | 0.01% | 117 | -498 | -1.54% | Q3 2026 | Nov 03, 2026 |
| Arizona State Retirement System | History | Reduced | 31,243 | 257 | 0.0% | 0.0% | 119 | -1,898 | -5.73% | Q3 2026 | Nov 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 30,345 | 257 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 30,017 | 255 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 29,382 | 250 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 30,166 | 249 | 0.0% | 0.0% | 122 | -1,324 | -4.2% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 29,855 | 246 | 0.0% | 0.0% | 123 | +184 | 0.62% | Q3 2026 | Oct 22, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 28,855 | 245 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 28,040 | 238 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Moss Adams Wealth Advisors LLC | History | New | 28,470 | 234 | 0.02% | — | 126 | +28,470 | New | Q3 2026 | Oct 28, 2026 |
| Pallas Capital Advisors LLC | History | No change | 27,295 | 232 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 27,100 | 230 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 27,036 | 230 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 27,247 | 224 | 0.0% | 0.0% | 130 | -410 | -1.48% | Q3 2026 | Nov 03, 2026 |
| Triune Financial Partners, LLC | History | Added to | 27,142 | 223 | 0.05% | 0.05% | 131 | +256 | 0.95% | Q3 2026 | Nov 03, 2026 |
| Trust Co | History | Added to | 26,526 | 218 | 0.02% | 0.0% | 132 | +24,263 | 1072.16% | Q3 2026 | Oct 09, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 26,332 | 217 | 0.0% | 0.0% | 133 | +9,287 | 54.49% | Q3 2026 | Nov 05, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 25,348 | 215 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 25,992 | 214 | 0.0% | 0.0% | 135 | -500 | -1.89% | Q3 2026 | Oct 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 23,932 | 204 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 24,325 | 200 | 0.0% | 0.0% | 137 | -19,450 | -44.43% | Q3 2026 | Oct 15, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 23,623 | 196 | 0.0% | — | 138 | +23,623 | New | Q3 2026 | Oct 27, 2026 |
| Tidal Investments LLC | History | No change | 21,748 | 185 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Trust Co | History | Reduced | 20,779 | 171 | 0.0% | 0.0% | 140 | -760 | -3.53% | Q3 2026 | Oct 22, 2026 |
| Advantage Trust Co | History | No change | 20,572 | 169 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| HB Wealth Management, LLC | History | Added to | 19,824 | 163 | 0.0% | 0.0% | 143 | +3,278 | 19.81% | Q3 2026 | Oct 23, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 19,254 | 163 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMERCE BANK | History | No change | 18,431 | 156 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 18,773 | 154 | 0.0% | 0.0% | 145 | +4,014 | 27.2% | Q3 2026 | Nov 03, 2026 |
| STRS OHIO | History | Added to | 18,100 | 149 | 0.0% | 0.0% | 146 | +5,200 | 40.31% | Q3 2026 | Oct 30, 2026 |
| M&T BANK CORP | History | No change | 17,472 | 148 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 17,423 | 148 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 17,335 | 148 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | No change | 17,474 | 147 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 16,588 | 141 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 16,253 | 138 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 16,365 | 135 | 0.0% | 0.0% | 153 | -1,049 | -6.02% | Q3 2026 | Oct 28, 2026 |
| State of Wyoming | History | New | 16,267 | 134 | 0.01% | — | 154 | +16,267 | New | Q3 2026 | Oct 28, 2026 |
| Vise Technologies, Inc. | History | New | 15,919 | 131 | 0.0% | — | 155 | +15,919 | New | Q3 2026 | Oct 28, 2026 |
| CreativeOne Wealth, LLC | History | No change | 15,143 | 128 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 15,171 | 125 | 0.0% | 0.0% | 157 | +1,800 | 13.46% | Q3 2026 | Nov 02, 2026 |
| SRH ADVISORS, LLC | History | No change | 15,000 | 123 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 14,890 | 122 | 0.0% | 0.0% | 159 | +42 | 0.28% | Q3 2026 | Nov 06, 2026 |
| GAMMA Investing LLC | History | Added to | 14,533 | 119 | 0.0% | 0.0% | 160 | +2,938 | 25.34% | Q3 2026 | Oct 08, 2026 |
| Caprock Group, LLC | History | No change | 13,602 | 115 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13,882 | 114 | 0.0% | 0.0% | 162 | +1,147 | 9.01% | Q3 2026 | Nov 06, 2026 |
| Ethic Inc. | History | New | 13,551 | 111 | 0.0% | — | 163 | +13,551 | New | Q3 2026 | Nov 03, 2026 |
| Midwest Financial Group LLC | History | Added to | 13,224 | 109 | 0.04% | 0.04% | 166 | +74 | 0.56% | Q3 2026 | Oct 15, 2026 |
| PDS Planning, Inc | History | No change | 13,319 | 109 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 12,810 | 109 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 13,196 | 108 | 0.0% | 0.0% | 167 | -163 | -1.22% | Q3 2026 | Oct 23, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 12,618 | 107 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 12,463 | 106 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 12,747 | 105 | 0.0% | — | 170 | +12,747 | New | Q3 2026 | Nov 09, 2026 |
| GABELLI FUNDS LLC | History | No change | 12,300 | 104 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreFirst Bank & Trust | History | No change | 12,159 | 103 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SYON CAPITAL LLC | History | No change | 12,159 | 103 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | No change | 12,057 | 102 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 12,392 | 102 | 0.01% | 0.02% | 175 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 11,892 | 101 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Investment Solutions LLC | History | No change | 11,675 | 99 | 0.09% | 0.09% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Asset Management Inc | History | Reduced | 11,905 | 98 | 0.0% | 0.0% | 178 | -1,259 | -9.56% | Q3 2026 | Nov 05, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 11,402 | 94 | 0.0% | 0.01% | 179 | -86 | -0.75% | Q3 2026 | Nov 05, 2026 |
| XPONANCE LLC | History | Reduced | 11,376 | 93 | 0.0% | 0.0% | 180 | -390 | -3.31% | Q3 2026 | Nov 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 11,009 | 93 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 10,831 | 92 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 11,031 | 91 | 0.0% | 0.0% | 184 | -109 | -0.98% | Q3 2026 | Oct 22, 2026 |
| DnB Asset Management AS | History | No change | 10,697 | 91 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 10,631 | 90 | 0.0% | 0.0% | 185 | -95 | -0.89% | Q3 2026 | Oct 09, 2026 |
| Pathstone Holdings, LLC | History | No change | 10,583 | 90 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Krilogy Financial LLC | History | Reduced | 10,610 | 89 | 0.0% | 0.0% | 187 | -1,916 | -15.3% | Q3 2026 | Oct 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 10,700 | 88 | 0.01% | 0.01% | 189 | -300 | -2.73% | Q3 2026 | Oct 21, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 10,449 | 88 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,295 | 87 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 10,253 | 87 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 10,520 | 86 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,333 | 85 | 0.0% | 0.0% | 193 | +781 | 8.18% | Q3 2026 | Oct 08, 2026 |
| CHOREO, LLC | History | Reduced | 10,024 | 82 | 0.0% | 0.0% | 194 | -781 | -7.23% | Q3 2026 | Oct 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 9,887 | 81 | 0.0% | 0.0% | 195 | +686 | 7.46% | Q3 2026 | Oct 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,745 | 65 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 7,414 | 61 | 0.01% | 0.01% | 197 | -147 | -1.94% | Q3 2026 | Oct 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 7,117 | 60 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 6,465 | 53 | 0.0% | 0.0% | 199 | -327 | -4.81% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | Added to | 4,594 | 39 | 0.0% | 0.0% | 200 | +190 | 4.31% | Q3 2026 | Nov 06, 2026 |
| Essential Partners LLC | History | Reduced | 4,485 | 37 | 0.02% | 0.02% | 201 | -424 | -8.64% | Q3 2026 | Oct 14, 2026 |
| IFS Advisors, LLC | History | No change | 4,442 | 36 | 0.01% | 0.02% | 202 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 3,750 | 31 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 3,636 | 29 | 0.0% | 0.0% | 204 | -36 | -0.98% | Q3 2026 | Oct 05, 2026 |
| Versant Capital Management, Inc | History | No change | 3,594 | 29 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 2,943 | 25 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Fortitude Family Office, LLC | History | Added to | 2,651 | 21 | 0.0% | 0.0% | 207 | +1,823 | 220.17% | Q3 2026 | Oct 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,330 | 19 | 0.0% | 0.0% | 208 | -141 | -5.71% | Q3 2026 | Oct 22, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 2,346 | 19 | 0.01% | 0.01% | 209 | +18 | 0.77% | Q3 2026 | Nov 04, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,052 | 17 | 0.0% | 0.0% | 210 | +377 | 22.51% | Q3 2026 | Nov 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,084 | 17 | 0.0% | 0.0% | 211 | -8 | -0.38% | Q3 2026 | Oct 16, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 2,000 | 17 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,993 | 16 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Private Wealth Management, LLC | History | New | 1,395 | 11 | 0.01% | — | 214 | +1,395 | New | Q3 2026 | Oct 19, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,250 | 10 | 0.0% | 0.0% | 216 | -11,001 | -89.8% | Q3 2026 | Nov 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,224 | 10 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,268 | 10 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,095 | 9 | 0.0% | 0.0% | 218 | +897 | 453.03% | Q3 2026 | Oct 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 864 | 7 | 0.0% | 0.0% | 220 | +569 | 192.88% | Q3 2026 | Oct 26, 2026 |
| Optiver Holding B.V. | History | No change | 848 | 7 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 754 | 6 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 488 | 4 | 0.0% | 0.0% | 222 | +50 | 11.42% | Q3 2026 | Oct 22, 2026 |
| True Wealth Design, LLC | History | No change | 572 | 4 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 517 | 4 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 366 | 3 | 0.0% | — | 231 | +366 | New | Q3 2026 | Oct 15, 2026 |
| CENTRAL TRUST Co | History | No change | 452 | 3 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 375 | 3 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 420 | 3 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 388 | 3 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Quarry LP | History | No change | 407 | 3 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 466 | 3 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Root Financial Partners, LLC | History | New | 334 | 2 | 0.0% | — | 234 | +334 | New | Q3 2026 | Oct 21, 2026 |
| Salomon & Ludwin, LLC | History | No change | 363 | 2 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 243 | 2 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 214 | 1 | 0.0% | — | 243 | +214 | New | Q3 2026 | Oct 30, 2026 |
| Covestor Ltd | History | Reduced | 121 | 1 | 0.0% | 0.0% | 240 | -4 | -3.2% | Q3 2026 | Oct 30, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 190 | 1 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 149 | 1 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 175 | 1 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 190 | 1 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Private Wealth Management Group, LLC | History | No change | 124 | 1 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Kilter Group LLC | History | No change | 223 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -615 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -242 | -100.0% | Q3 2026 | Nov 06, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 105 | 0 | — | 0.0% | — | -223 | -67.99% | Q3 2026 | Nov 09, 2026 |
| Clark Wealth Partners | History | New | 99 | 0 | — | — | — | +99 | New | Q3 2026 | Oct 16, 2026 |
| Parallel Advisors, LLC | History | New | 94 | 0 | — | — | — | +94 | New | Q3 2026 | Nov 03, 2026 |
| Clearstead Advisors, LLC | History | Added to | 113 | 0 | — | — | — | +62 | 121.57% | Q3 2026 | Nov 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 34 | 0 | — | — | — | +34 | New | Q3 2026 | Oct 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | Added to | 92 | 0 | — | — | — | +8 | 9.52% | Q3 2026 | Oct 21, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 81 | 0 | — | — | — | +7 | 9.46% | Q3 2026 | Oct 23, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 38 | 0 | — | — | — | +1 | 2.7% | Q3 2026 | Oct 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 111 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Davis Capital Management | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPL Wealth Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |