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 | Reduced | 17,921,879 | 152,515 | 0.0% | 0.0% | 1 | -245,724 | -1.35% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 7,280,795 | 61,959 | 0.01% | 0.01% | 2 | +490,665 | 7.23% | Q2 2026 | Aug 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 6,621,659 | 56,350 | 0.0% | 0.0% | 3 | -65,855 | -0.98% | Q2 2026 | Aug 13, 2026 |
| HoldCo Asset Management, LP | History | No change | 6,466,059 | 55,026 | 3.53% | 3.43% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 6,389,952 | 54,378 | 0.0% | 0.0% | 5 | +319,637 | 5.27% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 5,073,463 | 43,175 | 0.0% | 0.0% | 6 | -116,338 | -2.24% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 3,798,497 | 32,325 | 0.04% | 0.05% | 7 | -370,400 | -8.88% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 3,656,717 | 31,118 | 0.01% | 0.01% | 8 | -133,465 | -3.52% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 3,295,983 | 28,048 | 0.01% | 0.01% | 9 | +31,837 | 0.98% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,204,285 | 27,271 | 0.0% | 0.0% | 10 | +117,644 | 3.81% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,666,497 | 22,691 | 0.01% | 0.0% | 11 | +2,105,174 | 375.04% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,625,854 | 22,346 | 0.01% | 0.01% | 12 | +919,732 | 53.91% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | Added to | 2,062,466 | 17,551 | 0.0% | 0.0% | 13 | +76,377 | 3.85% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 2,021,663 | 17,204 | 0.0% | 0.0% | 14 | +141,554 | 7.53% | Q2 2026 | Aug 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 1,807,538 | 15,382 | 0.04% | 0.04% | 15 | -20,720 | -1.13% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 1,706,758 | 14,524 | 0.01% | 0.01% | 16 | -169,401 | -9.03% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,655,647 | 14,089 | 0.0% | 0.0% | 17 | -97,756 | -5.58% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,408,625 | 11,987 | 0.0% | 0.0% | 18 | +101,397 | 7.76% | Q2 2026 | Aug 13, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 1,395,285 | 11,873 | 0.6% | 0.75% | 19 | -39,603 | -2.76% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Added to | 1,213,480 | 10,326 | 0.0% | 0.0% | 20 | +61,518 | 5.34% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,171,077 | 9,965 | 0.0% | 0.0% | 21 | +11,381 | 0.98% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Added to | 956,470 | 8,139 | 0.0% | 0.0% | 22 | +2,313 | 0.24% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 889,564 | 7,570 | 0.0% | 0.0% | 23 | +230,675 | 35.01% | Q2 2026 | Aug 14, 2026 |
| CSM Advisors, LLC | History | Reduced | 808,975 | 6,885 | 0.15% | 0.14% | 24 | -880 | -0.11% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 774,335 | 6,589 | 0.0% | 0.0% | 25 | +11,730 | 1.54% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 686,350 | 5,841 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 563,790 | 4,797 | 0.0% | 0.0% | 27 | -17,061 | -2.94% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 553,778 | 4,712 | 0.0% | 0.0% | 28 | -1,296,544 | -70.07% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 496,579 | 4,225 | 0.02% | 0.02% | 29 | -75,232 | -13.16% | Q2 2026 | Aug 11, 2026 |
| TOWLE & CO | History | Reduced | 447,891 | 3,811 | 1.29% | 1.32% | 30 | -28,349 | -5.95% | Q2 2026 | Aug 11, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Reduced | 444,969 | 3,786 | 0.02% | 0.02% | 31 | -6,282 | -1.39% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 421,579 | 3,587 | 0.0% | 0.0% | 32 | -21,303 | -4.81% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 405,137 | 3,447 | 0.0% | 0.0% | 33 | +96,166 | 31.12% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 400,722 | 3,410 | 0.01% | 0.01% | 34 | -26,673 | -6.24% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 388,854 | 3,289 | 0.0% | 0.0% | 35 | -14,347 | -3.56% | Q2 2026 | Aug 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 350,779 | 2,985 | 0.01% | 0.01% | 36 | +19,398 | 5.85% | Q2 2026 | Aug 06, 2026 |
| Empowered Funds, LLC | History | Reduced | 336,336 | 2,862 | 0.02% | 0.02% | 37 | -18,740 | -5.28% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 300,295 | 2,555 | 0.13% | 0.07% | 38 | +136,605 | 83.45% | Q2 2026 | Aug 03, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 299,669 | 2,550 | 0.0% | 0.0% | 39 | -50,836 | -14.5% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | Reduced | 298,245 | 2,538 | 0.01% | 0.02% | 40 | -5,030 | -1.66% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 275,533 | 2,344 | 0.0% | 0.0% | 41 | -4,653 | -1.66% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 272,448 | 2,318 | 0.0% | 0.0% | 42 | +7,826 | 2.96% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Added to | 267,526 | 2,276 | 0.0% | 0.0% | 43 | +15,689 | 6.23% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 260,681 | 2,219 | 0.0% | 0.0% | 44 | +37,284 | 16.69% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 256,669 | 2,184 | 0.0% | 0.0% | 45 | +158,788 | 162.23% | Q2 2026 | Sep 02, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 253,540 | 2,157 | 0.0% | 0.0% | 46 | -193,875 | -43.33% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 246,800 | 2,100 | 0.01% | 0.01% | 47 | -50,284 | -16.93% | Q2 2026 | Aug 04, 2026 |
| Swiss National Bank | History | Reduced | 241,000 | 2,050 | 0.0% | 0.0% | 48 | -7,800 | -3.14% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 227,445 | 1,935 | 0.0% | 0.0% | 49 | -3,567 | -1.54% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 223,471 | 1,901 | 0.0% | 0.0% | 50 | +14,775 | 7.08% | Q2 2026 | Aug 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 220,087 | 1,872 | 0.45% | 0.04% | 51 | +200,917 | 1048.08% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 206,634 | 1,758 | 0.0% | 0.0% | 52 | -761 | -0.37% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 168,328 | 1,432 | 0.03% | 0.03% | 53 | +48,075 | 39.98% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 165,520 | 1,408 | 0.01% | 0.01% | 54 | +899 | 0.55% | Q2 2026 | Jul 20, 2026 |
| CWM, LLC | History | No change | 191,431 | 1,364 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 146,283 | 1,244 | 0.0% | 0.0% | 56 | +1,430 | 0.99% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 140,204 | 1,193 | 0.0% | 0.0% | 57 | +27,020 | 23.87% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 132,302 | 1,125 | 0.0% | 0.0% | 58 | +30,852 | 30.41% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | Reduced | 127,355 | 1,083 | 0.0% | 0.0% | 59 | -24,239 | -15.99% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 122,317 | 1,040 | 0.0% | 0.0% | 60 | -5,500 | -4.3% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 120,457 | 1,025 | 0.0% | 0.0% | 61 | -334 | -0.28% | Q2 2026 | Aug 07, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 118,334 | 1,007 | 0.01% | 0.01% | 62 | -27,033 | -18.6% | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 114,110 | 971 | 0.0% | 0.0% | 63 | -1,065 | -0.92% | Q2 2026 | Aug 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 121,579 | 942 | 0.0% | 0.0% | 64 | +9,832 | 8.8% | Q2 2026 | Jul 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 109,864 | 934 | 0.0% | 0.0% | 65 | +53,804 | 95.98% | Q2 2026 | Aug 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 109,770 | 934 | 0.02% | 0.02% | 66 | -17,405 | -13.69% | Q2 2026 | Jul 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 108,914 | 925 | 0.0% | 0.0% | 67 | -8,640 | -7.35% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 127,034 | 905 | 0.0% | 0.0% | 68 | -88,299 | -41.01% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 101,200 | 861 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 98,833 | 841 | 0.0% | 0.0% | 70 | +76,913 | 350.88% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 96,131 | 818 | 0.0% | 0.0% | 71 | +12,955 | 15.58% | Q2 2026 | Aug 19, 2026 |
| BARCLAYS PLC | History | Reduced | 94,861 | 807 | 0.0% | 0.0% | 72 | -121,407 | -56.14% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 91,687 | 780 | 0.0% | 0.0% | 73 | +1,255 | 1.39% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | Reduced | 90,777 | 772 | 0.03% | 0.04% | 74 | -78,675 | -46.43% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 89,918 | 765 | 0.0% | 0.0% | 75 | +3,068 | 3.53% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 83,017 | 706 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mutual Advisors, LLC | History | No change | 79,189 | 673 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 77,180 | 656 | 0.0% | 0.0% | 78 | +75,573 | 4702.74% | Q2 2026 | Aug 10, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 76,932 | 654 | 0.0% | 0.0% | 79 | -1,033 | -1.32% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 76,586 | 652 | 0.0% | 0.0% | 80 | -87,988 | -53.46% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 76,200 | 648 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 75,977 | 646 | 0.0% | 0.0% | 82 | -2,672 | -3.4% | Q2 2026 | Aug 12, 2026 |
| New Age Alpha Advisors, LLC | History | New | 75,731 | 644 | 0.03% | — | 83 | +75,731 | New | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 75,600 | 643 | 0.0% | 0.0% | 84 | +62,400 | 472.73% | Q2 2026 | Aug 25, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 74,849 | 636 | 0.0% | 0.0% | 85 | -24,856 | -24.93% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 71,578 | 609 | 0.0% | 0.0% | 86 | +5,484 | 8.3% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | Added to | 69,254 | 589 | 0.01% | 0.0% | 87 | +54,961 | 384.53% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 66,223 | 563 | 0.0% | 0.0% | 88 | +53,666 | 427.38% | Q2 2026 | Aug 06, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 62,894 | 535 | 0.01% | 0.01% | 89 | -1,699 | -2.63% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 59,130 | 503 | 0.0% | 0.0% | 90 | +3,436 | 6.17% | Q2 2026 | Aug 12, 2026 |
| Watershed Asset Management, L.L.C. | History | No change | 58,965 | 501 | 0.45% | 0.44% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 58,495 | 497 | 0.0% | 0.0% | 92 | -6,698 | -10.27% | Q2 2026 | Aug 05, 2026 |
| Jupiter Topco LLC | History | New | 57,510 | 489 | 0.0% | — | 93 | +57,510 | New | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 56,731 | 482 | 0.0% | 0.0% | 94 | -844 | -1.47% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 56,453 | 480 | 0.0% | 0.0% | 95 | -1,349 | -2.33% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 51,100 | 434 | 0.01% | 0.01% | 96 | -1,900 | -3.58% | Q2 2026 | Jul 21, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 57,510 | 409 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 43,858 | 373 | 0.0% | 0.0% | 98 | +8,057 | 22.5% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 43,775 | 371 | 0.0% | 0.0% | 99 | -20,560 | -31.96% | Q2 2026 | Jul 20, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 41,213 | 350 | 0.13% | 0.13% | 100 | +1,975 | 5.03% | Q2 2026 | Aug 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 40,172 | 341 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 39,500 | 336 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 39,002 | 331 | 0.0% | 0.0% | 103 | -55,117 | -58.56% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 38,271 | 325 | 0.01% | 0.01% | 104 | -2,675 | -6.53% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 36,782 | 313 | 0.0% | 0.0% | 105 | -1,939 | -5.01% | Q2 2026 | Aug 14, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 36,000 | 306 | 0.11% | 0.09% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Added to | 34,319 | 292 | 0.0% | 0.0% | 108 | +2,111 | 6.55% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 34,368 | 292 | 0.0% | 0.0% | 107 | +882 | 2.63% | Q2 2026 | Sep 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 34,036 | 289 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Neuberger Berman Group LLC | History | Added to | 33,165 | 282 | 0.0% | 0.0% | 110 | +4,990 | 17.71% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Reduced | 33,141 | 282 | 0.0% | 0.0% | 111 | -1,158 | -3.38% | Q2 2026 | Aug 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 33,072 | 281 | 0.0% | 0.0% | 112 | +12 | 0.04% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Added to | 32,581 | 277 | 0.0% | 0.0% | 114 | +18,565 | 132.46% | Q2 2026 | Aug 27, 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 |
| BRIGHTON JONES LLC | History | Reduced | 32,266 | 274 | 0.01% | 0.01% | 115 | -195 | -0.6% | Q2 2026 | Aug 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 32,133 | 273 | 0.01% | 0.01% | 116 | +9,997 | 45.16% | Q2 2026 | Jul 08, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 31,881 | 271 | 0.01% | 0.01% | 117 | -5,179 | -13.97% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 31,490 | 268 | 0.0% | 0.0% | 118 | -3,019 | -8.75% | Q2 2026 | Jul 23, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 30,899 | 263 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 30,345 | 257 | 0.0% | 0.0% | 120 | -32 | -0.11% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 30,070 | 256 | 0.0% | 0.0% | 121 | +1,230 | 4.26% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | Added to | 30,017 | 255 | 0.01% | 0.0% | 122 | +28,752 | 2272.89% | Q2 2026 | Aug 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 29,671 | 252 | 0.0% | 0.0% | 123 | -2,538 | -7.88% | Q2 2026 | Jul 16, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 29,382 | 250 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 28,855 | 245 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 28,040 | 238 | 0.04% | 0.03% | 126 | +7,109 | 33.96% | Q2 2026 | Aug 04, 2026 |
| Brooklyn Investment Group | History | No change | 33,437 | 238 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 27,657 | 235 | 0.0% | 0.0% | 128 | -1,884 | -6.38% | Q2 2026 | Jul 17, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 27,295 | 232 | 0.01% | 0.01% | 129 | -1,023 | -3.61% | Q2 2026 | Aug 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 27,036 | 230 | 0.0% | 0.0% | 131 | -6,326 | -18.96% | Q2 2026 | Aug 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 27,100 | 230 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triune Financial Partners, LLC | History | Added to | 26,886 | 228 | 0.05% | 0.04% | 132 | +283 | 1.06% | Q2 2026 | Aug 07, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 26,492 | 225 | 0.0% | 0.0% | 133 | -800 | -2.93% | Q2 2026 | Jul 28, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 25,348 | 215 | 0.0% | 0.0% | 134 | -63,810 | -71.57% | Q2 2026 | Aug 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 23,932 | 204 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tidal Investments LLC | History | Added to | 21,748 | 185 | 0.0% | 0.0% | 136 | +11,432 | 110.82% | Q2 2026 | Aug 13, 2026 |
| Midwest Trust Co | History | No change | 21,539 | 183 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advantage Trust Co | History | New | 20,572 | 175 | 0.06% | — | 138 | +20,572 | New | Q2 2026 | Jul 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 19,254 | 163 | 0.0% | 0.0% | 139 | -2,803 | -12.71% | Q2 2026 | Aug 07, 2026 |
| COMMERCE BANK | History | No change | 18,431 | 156 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | New | 17,472 | 148 | 0.0% | — | 143 | +17,472 | New | Q2 2026 | Aug 04, 2026 |
| ProShare Advisors LLC | History | Reduced | 17,414 | 148 | 0.0% | 0.0% | 141 | -1,725 | -9.01% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 17,423 | 148 | 0.0% | 0.0% | 142 | -1,474 | -7.8% | Q2 2026 | Sep 08, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Added to | 17,474 | 147 | 0.0% | 0.0% | 144 | +2,495 | 16.66% | Q2 2026 | Aug 14, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 17,335 | 147 | 0.02% | 0.02% | 145 | +185 | 1.08% | Q2 2026 | Jul 10, 2026 |
| Maryland State Retirement & Pension System | History | No change | 17,045 | 145 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 16,588 | 141 | 0.0% | 0.0% | 147 | -9,887 | -37.34% | Q2 2026 | Aug 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 16,546 | 140 | 0.0% | 0.0% | 148 | +4,140 | 33.37% | Q2 2026 | Jul 29, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 16,253 | 138 | 0.0% | 0.0% | 149 | +5,218 | 47.29% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 15,143 | 128 | 0.0% | 0.0% | 150 | +11 | 0.07% | Q2 2026 | Aug 13, 2026 |
| SRH ADVISORS, LLC | History | No change | 15,000 | 127 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 14,848 | 126 | 0.0% | 0.0% | 152 | +46 | 0.31% | Q2 2026 | Jul 28, 2026 |
| Pictet Asset Management Holding SA | History | No change | 14,759 | 125 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Caprock Group, LLC | History | Added to | 13,602 | 115 | 0.0% | 0.0% | 154 | +379 | 2.87% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 13,371 | 114 | 0.0% | 0.0% | 155 | -1,209 | -8.29% | Q2 2026 | Jul 27, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 13,359 | 113 | 0.0% | 0.0% | 157 | -312 | -2.28% | Q2 2026 | Aug 11, 2026 |
| PDS Planning, Inc | History | No change | 13,319 | 113 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 15,856 | 113 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CIBC Asset Management Inc | History | Added to | 13,164 | 112 | 0.0% | 0.0% | 159 | +727 | 5.85% | Q2 2026 | Aug 03, 2026 |
| Midwest Financial Group LLC | History | Reduced | 13,150 | 111 | 0.04% | 0.04% | 160 | -1,277 | -8.85% | Q2 2026 | Jul 21, 2026 |
| STRS OHIO | History | Added to | 12,900 | 109 | 0.0% | 0.0% | 161 | +2,300 | 21.7% | Q2 2026 | Jul 30, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 12,810 | 109 | 0.01% | 0.01% | 162 | +676 | 5.57% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 12,735 | 108 | 0.0% | 0.0% | 163 | +125 | 0.99% | Q2 2026 | Aug 07, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 12,618 | 107 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | Reduced | 12,526 | 106 | 0.0% | 0.0% | 165 | -1,639 | -11.57% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 12,463 | 106 | 0.0% | 0.0% | 166 | +283 | 2.32% | Q2 2026 | Aug 14, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 12,392 | 105 | 0.02% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UMB Bank, n.a. | History | Added to | 12,251 | 104 | 0.0% | 0.0% | 168 | +24 | 0.2% | Q2 2026 | Aug 13, 2026 |
| GABELLI FUNDS LLC | History | No change | 12,300 | 104 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SYON CAPITAL LLC | History | Reduced | 12,159 | 103 | 0.0% | 0.01% | 171 | -8,109 | -40.01% | Q2 2026 | Aug 14, 2026 |
| CoreFirst Bank & Trust | History | Added to | 12,159 | 103 | 0.05% | 0.04% | 170 | +500 | 4.29% | Q2 2026 | Aug 05, 2026 |
| DRW Securities, LLC | History | New | 12,057 | 102 | 0.0% | — | 172 | +12,057 | New | Q2 2026 | Aug 14, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 11,892 | 101 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Added to | 11,766 | 100 | 0.0% | 0.0% | 174 | +593 | 5.31% | Q2 2026 | Aug 10, 2026 |
| OneAscent Investment Solutions LLC | History | Reduced | 11,675 | 99 | 0.09% | 0.09% | 175 | -482 | -3.96% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 11,595 | 98 | 0.0% | 0.0% | 176 | +2,733 | 30.84% | Q2 2026 | Jul 07, 2026 |
| Greenspring Advisors, LLC | History | No change | 11,488 | 97 | 0.01% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 11,140 | 94 | 0.0% | 0.0% | 178 | -488 | -4.2% | Q2 2026 | Aug 07, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 11,000 | 93 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 11,009 | 93 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,831 | 92 | 0.0% | 0.0% | 181 | +379 | 3.63% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | Added to | 10,805 | 91 | 0.0% | 0.0% | 183 | +54 | 0.5% | Q2 2026 | Aug 04, 2026 |
| DnB Asset Management AS | History | No change | 10,697 | 91 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 10,726 | 90 | 0.0% | — | 185 | +10,726 | New | Q2 2026 | Jul 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 10,583 | 90 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 10,520 | 89 | 0.0% | — | 186 | +10,520 | New | Q2 2026 | Jul 29, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 10,449 | 88 | 0.0% | 0.0% | 187 | +69 | 0.66% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | Reduced | 10,253 | 87 | 0.0% | 0.0% | 189 | -17,208 | -62.66% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,295 | 87 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 9,552 | 81 | 0.0% | 0.0% | 190 | -68 | -0.71% | Q2 2026 | Jul 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 9,201 | 78 | 0.0% | 0.0% | 191 | +7,624 | 483.45% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 7,745 | 65 | 0.0% | 0.0% | 192 | +957 | 14.1% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 7,561 | 64 | 0.01% | 0.01% | 193 | +22 | 0.29% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 7,117 | 60 | 0.0% | 0.0% | 194 | -1,740 | -19.65% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 6,792 | 57 | 0.0% | 0.0% | 195 | -2,584 | -27.56% | Q2 2026 | Jul 24, 2026 |
| Essential Partners LLC | History | Reduced | 4,909 | 41 | 0.02% | 0.03% | 196 | -6,304 | -56.22% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | Added to | 4,404 | 37 | 0.0% | 0.0% | 197 | +816 | 22.74% | Q2 2026 | Aug 11, 2026 |
| IFS Advisors, LLC | History | No change | 4,442 | 37 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | New | 3,750 | 32 | 0.0% | — | 199 | +3,750 | New | Q2 2026 | Jul 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 3,672 | 31 | 0.0% | 0.0% | 200 | +434 | 13.4% | Q2 2026 | Jul 02, 2026 |
| Versant Capital Management, Inc | History | No change | 3,594 | 30 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 2,943 | 25 | 0.0% | 0.0% | 202 | -11 | -0.37% | Q2 2026 | Aug 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,471 | 21 | 0.0% | 0.01% | 203 | -38,800 | -94.01% | Q2 2026 | Jul 28, 2026 |
| Trust Co | History | Added to | 2,263 | 19 | 0.0% | 0.0% | 204 | +1,150 | 103.32% | Q2 2026 | Jul 10, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 2,328 | 19 | 0.01% | 0.0% | 205 | +19 | 0.82% | Q2 2026 | Aug 03, 2026 |
| Aberdeen Wealth Management LLC | History | New | 2,000 | 17 | 0.01% | — | 207 | +2,000 | New | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,092 | 17 | 0.0% | 0.0% | 206 | -64 | -2.97% | Q2 2026 | Jul 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,993 | 16 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 1,675 | 14 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 1,268 | 10 | 0.0% | — | 211 | +1,268 | New | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,224 | 10 | 0.0% | 0.0% | 210 | +70 | 6.07% | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | New | 828 | 7 | 0.0% | — | 213 | +828 | New | Q2 2026 | Jul 20, 2026 |
| Optiver Holding B.V. | History | Added to | 848 | 7 | 0.0% | — | 212 | +784 | 1225.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 754 | 6 | 0.0% | — | 214 | +754 | New | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 615 | 5 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 517 | 4 | 0.0% | — | 217 | +517 | New | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 572 | 4 | 0.0% | 0.0% | 216 | -12 | -2.05% | Q2 2026 | Jul 16, 2026 |
| Cornerstone Financial Management LLC | History | New | 466 | 3 | 0.0% | — | 225 | +466 | New | Q2 2026 | Aug 28, 2026 |
| Quarry LP | History | New | 407 | 3 | 0.0% | — | 224 | +407 | New | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Added to | 388 | 3 | 0.0% | 0.0% | 222 | +8 | 2.11% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 452 | 3 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 375 | 3 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 420 | 3 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 438 | 3 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Salomon & Ludwin, LLC | History | No change | 363 | 3 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 328 | 2 | 0.0% | — | 229 | +328 | New | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | New | 242 | 2 | 0.0% | — | 228 | +242 | New | Q2 2026 | Jul 28, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 295 | 2 | 0.0% | — | 226 | +179 | 154.31% | Q2 2026 | Jul 22, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 243 | 2 | 0.0% | 0.0% | 227 | +29 | 13.55% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | New | 190 | 1 | 0.0% | — | 238 | +190 | New | Q2 2026 | Jul 23, 2026 |
| Covestor Ltd | History | Added to | 125 | 1 | 0.0% | 0.0% | 235 | +34 | 37.36% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 198 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 149 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 175 | 1 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 190 | 1 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Private Wealth Management Group, LLC | History | No change | 124 | 1 | 0.0% | — | 236 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kilter Group LLC | History | No change | 223 | 1 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -471,248 | -100.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -435,124 | -100.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -133,696 | -100.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75,240 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Emprise Bank | History | Closed out | 0 | 0 | — | 0.16% | — | -57,000 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -52,051 | -100.0% | Q2 2026 | Aug 11, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -47,625 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -47,608 | -100.0% | Q2 2026 | Jul 31, 2026 |
| nVerses Capital, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -22,672 | -100.0% | Q2 2026 | Aug 04, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,028 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,953 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,975 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Quinn Opportunity Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,100 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,267 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.97% | — | -13,388 | -100.0% | Q2 2026 | Aug 11, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,965 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,540 | -100.0% | Q2 2026 | Aug 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,267 | -100.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,358 | -100.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,071 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -390 | -100.0% | Q2 2026 | Jul 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -333 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -256 | -100.0% | Q2 2026 | Jul 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ATWOOD & PALMER INC | History | Closed out | 0 | 0 | — | — | — | -120 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -56 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | New | 51 | 0 | — | — | — | +51 | New | Q2 2026 | Aug 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 111 | 0 | — | — | — | -25 | -18.38% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q2 2026 | Jul 10, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 20 | 0 | — | — | — | +20 | New | Q2 2026 | Aug 13, 2026 |
| Davis Capital Management | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Jul 16, 2026 |
| JPL Wealth Management, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 84 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 74 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 79 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 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% | Q2 2026 | Jul 24, 2026 |