Carlyle Group Inc. - CG
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 31,984,053 | 1,346,848 | 0.02% | 0.03% | 1 | +959,608 | 3.09% | Q2 2026 | Aug 07, 2026 |
| HARRIS ASSOCIATES L P | History | Added to | 17,661,625 | 743,731 | 0.99% | 1.07% | 2 | +1,077,718 | 6.5% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 11,830,112 | 498,166 | 0.02% | 0.03% | 3 | +10,562 | 0.09% | Q2 2026 | Aug 13, 2026 |
| Capital World Investors | History | Reduced | 11,813,798 | 497,479 | 0.06% | 0.12% | 4 | -6,013,418 | -33.73% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 11,464,474 | 482,769 | 0.01% | 0.01% | 5 | +70,803 | 0.62% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 10,389,758 | 437,512 | 0.16% | 0.17% | 6 | +2,136,703 | 25.89% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 9,993,408 | 420,822 | 0.02% | 0.03% | 7 | -179,037 | -1.76% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 9,891,982 | 416,551 | 0.01% | 0.02% | 8 | +211,112 | 2.18% | Q2 2026 | Sep 22, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 7,739,524 | 328,575 | 0.1% | 0.13% | 9 | +90,515 | 1.18% | Q2 2026 | Aug 03, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | No change | 5,941,316 | 250,188 | 0.34% | 0.48% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 5,914,905 | 249,076 | 0.75% | 1.01% | 11 | -386,204 | -6.13% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 5,224,555 | 219,418 | 0.01% | 0.02% | 12 | +75,432 | 1.46% | Q2 2026 | Aug 12, 2026 |
| ARIEL INVESTMENTS, LLC | History | Added to | 4,548,683 | 191,545 | 1.91% | 2.16% | 13 | +566,926 | 14.24% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 4,358,455 | 183,534 | 0.01% | 0.01% | 14 | +653,865 | 17.65% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Added to | 3,870,443 | 162,984 | 0.03% | 0.04% | 15 | +368,111 | 10.51% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 3,770,238 | 158,764 | 0.01% | 0.01% | 16 | +2,626,432 | 229.62% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | New | 3,646,300 | 153,545 | 0.02% | — | 17 | +3,646,300 | New | Q2 2026 | Aug 12, 2026 |
| Amundi | History | Added to | 3,406,001 | 143,426 | 0.03% | 0.01% | 18 | +2,749,781 | 419.03% | Q2 2026 | Aug 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,995,510 | 126,091 | 0.02% | 0.03% | 19 | -50,468 | -1.66% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,576,558 | 108,498 | 0.01% | 0.02% | 20 | +76,762 | 3.07% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 2,549,118 | 107,343 | 0.01% | 0.02% | 21 | -393,270 | -13.37% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,543,302 | 107,098 | 0.01% | 0.01% | 22 | +805,636 | 46.36% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,464,971 | 103,799 | 0.01% | 0.0% | 23 | +1,881,171 | 322.23% | Q2 2026 | Sep 02, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 2,358,954 | 99,335 | 0.11% | 0.01% | 24 | +2,143,654 | 995.66% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,029,610 | 85,466 | 0.01% | 0.01% | 25 | +1,145,931 | 129.68% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,026,772 | 85,347 | 0.02% | 0.03% | 26 | -694,821 | -25.53% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | Added to | 2,012,331 | 84,739 | 0.39% | 0.01% | 27 | +1,965,731 | 4218.31% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,007,599 | 84,539 | 0.01% | 0.02% | 28 | -40,051 | -1.96% | Q2 2026 | Aug 06, 2026 |
| ALGEBRIS (UK) LTD | History | Added to | 1,923,159 | 80,729 | 5.32% | 4.53% | 29 | +628,125 | 48.5% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,886,490 | 79,440 | 0.01% | 0.0% | 30 | +547,683 | 40.91% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 1,640,080 | 69,063 | 0.02% | 0.02% | 31 | +33,241 | 2.07% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,602,700 | 67,489 | 0.01% | 0.02% | 32 | +86,089 | 5.68% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,574,143 | 66,287 | 0.01% | 0.01% | 33 | -600,226 | -27.6% | Q2 2026 | Aug 14, 2026 |
| MARKEL GROUP INC. | History | No change | 1,327,000 | 55,879 | 0.43% | 0.54% | 34 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beutel, Goodman & Co Ltd. | History | Reduced | 1,270,059 | 53,482 | 0.39% | 0.5% | 35 | -248,933 | -16.39% | Q2 2026 | Aug 12, 2026 |
| Walleye Trading LLC | History | Added to | 1,214,143 | 51,127 | 0.06% | 0.03% | 36 | +883,143 | 266.81% | Q2 2026 | Aug 03, 2026 |
| Walleye Capital LLC | History | Added to | 1,165,246 | 49,068 | 0.18% | 0.09% | 37 | +736,991 | 172.09% | Q2 2026 | Aug 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,140,809 | 48,039 | 0.01% | 0.01% | 38 | +12,825 | 1.14% | Q2 2026 | Aug 14, 2026 |
| Davis Asset Management, L.P. | History | No change | 1,131,000 | 47,626 | 1.21% | 1.58% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,049,820 | 44,109 | 0.04% | 0.05% | 40 | +113,362 | 12.11% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,071,394 | 43,412 | 0.0% | 0.0% | 41 | -105,019 | -8.93% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | Reduced | 955,965 | 40,255 | 0.01% | 0.01% | 42 | -3,551 | -0.37% | Q2 2026 | Aug 11, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 954,767 | 40,205 | 1.06% | 0.96% | 43 | +263,342 | 38.09% | Q2 2026 | Jul 31, 2026 |
| Prana Capital Management, LP | History | Added to | 813,618 | 34,261 | 1.04% | 0.96% | 44 | +163,032 | 25.06% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 744,700 | 31,359 | 0.04% | 0.01% | 45 | +608,000 | 444.77% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 737,819 | 31,069 | 0.02% | 0.03% | 46 | +19,168 | 2.67% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | Added to | 683,754 | 28,792 | 0.0% | 0.01% | 47 | +6,004 | 0.89% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | New | 600,341 | 25,280 | 0.02% | — | 48 | +600,341 | New | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 588,520 | 24,782 | 0.01% | 0.01% | 49 | +9,444 | 1.63% | Q2 2026 | Aug 04, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 562,441 | 23,684 | 0.4% | 0.48% | 50 | +35,151 | 6.67% | Q2 2026 | Aug 20, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | Reduced | 560,327 | 23,595 | 1.32% | 1.97% | 51 | -102,899 | -15.51% | Q2 2026 | Jul 09, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 543,489 | 22,886 | 0.02% | 0.02% | 52 | +68,788 | 14.49% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 527,543 | 22,214 | 0.04% | 0.05% | 53 | +62,099 | 13.34% | Q2 2026 | Jul 30, 2026 |
| CastleKnight Management LP | History | Added to | 519,576 | 21,879 | 0.3% | 0.41% | 54 | +16,600 | 3.3% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 519,242 | 21,865 | 0.01% | 0.02% | 55 | +35,550 | 7.35% | Q2 2026 | Jul 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 496,560 | 20,910 | 0.0% | 0.01% | 56 | +25,318 | 5.37% | Q2 2026 | Sep 23, 2026 |
| Squarepoint Ops LLC | History | Added to | 495,608 | 20,870 | 0.02% | 0.01% | 57 | +381,001 | 332.44% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 477,657 | 20,114 | 0.03% | 0.04% | 58 | -8,301 | -1.71% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 451,520 | 19,013 | 0.01% | 0.02% | 59 | -31,582 | -6.54% | Q2 2026 | Sep 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 375,485 | 18,169 | 0.01% | 0.01% | 60 | +343 | 0.09% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 418,318 | 17,615 | 0.01% | 0.01% | 61 | -382,509 | -47.76% | Q2 2026 | Aug 07, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 410,908 | 17,272 | 0.03% | 0.03% | 62 | +33,666 | 8.92% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 390,177 | 16,430 | 0.0% | 0.01% | 63 | -9,284 | -2.32% | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 387,762 | 16,329 | 0.01% | 0.01% | 64 | -2,163 | -0.55% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 381,044 | 16,045 | 0.0% | 0.0% | 65 | -599 | -0.16% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 370,381 | 15,596 | 0.01% | 0.01% | 66 | +126,441 | 51.83% | Q2 2026 | Aug 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 328,872 | 13,848 | 0.02% | 0.03% | 67 | +129,191 | 64.7% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 317,266 | 13,360 | 0.01% | 0.01% | 68 | -146,910 | -31.65% | Q2 2026 | Aug 14, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 316,724 | 13,337 | 0.12% | 0.17% | 69 | -15,582 | -4.69% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 315,483 | 13,284 | 0.01% | 0.0% | 70 | +246,954 | 360.36% | Q2 2026 | Aug 14, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 314,725 | 13,252 | 0.02% | 0.01% | 71 | +208,036 | 194.99% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 307,610 | 12,953 | 0.01% | 0.01% | 72 | +67,857 | 28.3% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | Added to | 306,594 | 12,910 | 0.0% | 0.0% | 73 | +11,262 | 3.81% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 306,178 | 12,893 | 0.0% | 0.0% | 74 | +46,962 | 18.12% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 303,315 | 12,772 | 0.01% | 0.02% | 75 | -15,804 | -4.95% | Q2 2026 | Aug 24, 2026 |
| XTX Topco Ltd | History | Added to | 303,222 | 12,768 | 0.17% | 0.09% | 76 | +201,149 | 197.06% | Q2 2026 | Aug 14, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 300,821 | 12,667 | 1.52% | 1.94% | 77 | -2,862 | -0.94% | Q2 2026 | Aug 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 292,249 | 12,306 | 0.01% | 0.02% | 78 | -32,572 | -10.03% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 283,206 | 11,914 | 0.0% | 0.01% | 79 | +71,039 | 33.48% | Q2 2026 | Aug 14, 2026 |
| Gator Capital Management, LLC | History | Added to | 282,425 | 11,892 | 2.5% | 1.89% | 80 | +91,230 | 47.72% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | Reduced | 279,658 | 11,776 | 0.01% | 0.02% | 81 | -5,543 | -1.94% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | New | 277,294 | 11,676 | 0.09% | — | 82 | +277,294 | New | Q2 2026 | Aug 13, 2026 |
| Retirement Systems of Alabama | History | Reduced | 268,068 | 11,288 | 0.03% | 0.05% | 83 | -50,059 | -15.74% | Q2 2026 | Jul 28, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 267,555 | 11,266 | 0.36% | 0.44% | 84 | -19,860 | -6.91% | Q2 2026 | Jul 15, 2026 |
| Assenagon Asset Management S.A. | History | New | 264,232 | 11,126 | 0.01% | — | 85 | +264,232 | New | Q2 2026 | Jul 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 264,135 | 10,935 | 0.0% | 0.01% | 86 | +7,885 | 3.08% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 255,243 | 10,749 | 0.0% | 0.0% | 87 | +18,694 | 7.9% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 250,189 | 10,535 | 0.0% | 0.0% | 88 | +84,839 | 51.31% | Q2 2026 | Aug 03, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 244,735 | 10,305 | 0.01% | 0.01% | 89 | -5,287 | -2.11% | Q2 2026 | Aug 07, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Reduced | 238,500 | 10,043 | 1.53% | 1.8% | 90 | -20,236 | -7.82% | Q2 2026 | Jul 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 234,942 | 9,893 | 0.0% | 0.01% | 91 | -46,234 | -16.44% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 233,127 | 9,816 | 0.02% | 0.02% | 92 | -6,418 | -2.68% | Q2 2026 | Aug 14, 2026 |
| SOROS FUND MANAGEMENT LLC | History | Reduced | 226,767 | 9,549 | 0.12% | 0.13% | 93 | -18,218 | -7.44% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 225,732 | 9,505 | 0.06% | — | 94 | +225,732 | New | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 224,533 | 9,455 | 0.04% | 0.05% | 95 | +15,711 | 7.52% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 218,691 | 9,209 | 0.1% | 0.11% | 96 | +27,610 | 14.45% | Q2 2026 | Aug 03, 2026 |
| DnB Asset Management AS | History | Reduced | 218,129 | 9,185 | 0.03% | 0.04% | 97 | -18,132 | -7.67% | Q2 2026 | Aug 11, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 207,531 | 8,739 | 0.64% | 0.87% | 98 | -16,188 | -7.24% | Q2 2026 | Jul 29, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Reduced | 204,929 | 8,629 | 0.02% | 0.02% | 99 | -940 | -0.46% | Q2 2026 | Aug 13, 2026 |
| Lalia Capital, LLC | History | Added to | 202,000 | 8,506 | 4.13% | 1.28% | 100 | +160,000 | 380.95% | Q2 2026 | Aug 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 201,958 | 8,504 | 0.03% | 0.06% | 101 | +25,246 | 14.29% | Q2 2026 | Aug 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 195,315 | 8,225 | 0.16% | 0.23% | 102 | -43,900 | -18.35% | Q2 2026 | Aug 12, 2026 |
| Aberdeen Group plc | History | Added to | 186,410 | 7,849 | 0.01% | 0.01% | 103 | +5,496 | 3.04% | Q2 2026 | Jul 31, 2026 |
| APG Asset Management N.V. | History | Added to | 193,403 | 7,123 | 0.02% | 0.02% | 104 | +60,111 | 45.1% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 164,767 | 6,938 | 0.01% | 0.02% | 105 | -17,651 | -9.68% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | Reduced | 164,482 | 6,926 | 0.0% | 0.01% | 106 | -644,792 | -79.68% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 153,610 | 6,480 | 0.0% | 0.01% | 107 | -2,660 | -1.7% | Q2 2026 | Aug 10, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 152,467 | 6,420 | 0.01% | 0.01% | 108 | -5,620 | -3.56% | Q2 2026 | Aug 10, 2026 |
| WINSLOW ASSET MANAGEMENT INC | History | Added to | 152,195 | 6,409 | 1.11% | 1.36% | 109 | +7,077 | 4.88% | Q2 2026 | Aug 06, 2026 |
| TORONTO DOMINION BANK | History | Added to | 149,830 | 6,309 | 0.01% | 0.0% | 110 | +107,780 | 256.31% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 147,200 | 6,198 | 0.01% | 0.01% | 111 | +19,900 | 15.63% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 146,777 | 6,180 | 0.01% | 0.01% | 112 | +4,632 | 3.26% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 144,874 | 6,100 | 0.01% | 0.01% | 113 | -18,892 | -11.54% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 142,116 | 5,984 | 0.0% | 0.0% | 114 | +24,017 | 20.34% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 141,100 | 5,941 | 0.01% | 0.01% | 115 | -3,795 | -2.62% | Q2 2026 | Jul 29, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 140,100 | 5,899 | 0.01% | 0.0% | 116 | +130,199 | 1315.01% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 134,461 | 5,662 | 0.0% | 0.0% | 117 | +12,889 | 10.6% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 133,608 | 5,626 | 0.01% | 0.01% | 118 | +11,023 | 8.99% | Q2 2026 | Aug 14, 2026 |
| Texas Yale Capital Corp. | History | Added to | 132,429 | 5,576 | 0.12% | 0.15% | 119 | +20,197 | 18.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 131,163 | 5,523 | 0.0% | 0.0% | 120 | +8,932 | 7.31% | Q2 2026 | Aug 12, 2026 |
| DANSKE BANK A/S | History | Reduced | 127,809 | 5,382 | 0.01% | 0.02% | 121 | -3,500 | -2.67% | Q2 2026 | Aug 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 127,529 | 5,370 | 0.01% | 0.01% | 122 | +13,237 | 11.58% | Q2 2026 | Aug 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 126,734 | 5,336 | 0.24% | 0.29% | 123 | +1,998 | 1.6% | Q2 2026 | Jul 20, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 124,417 | 5,239 | 0.0% | 0.0% | 124 | -3,227 | -2.53% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 120,611 | 5,078 | 0.0% | 0.01% | 125 | -198 | -0.16% | Q2 2026 | Sep 02, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 119,737 | 5,042 | 0.04% | 0.05% | 126 | +7,494 | 6.68% | Q2 2026 | Jul 23, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 115,531 | 4,865 | 0.0% | — | 127 | +115,531 | New | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | Added to | 115,263 | 4,853 | 0.01% | 0.02% | 128 | +7,505 | 6.96% | Q2 2026 | Aug 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 114,996 | 4,842 | 0.03% | 0.04% | 129 | -1,843 | -1.58% | Q2 2026 | Jul 23, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 113,032 | 4,760 | 0.01% | 0.02% | 130 | +1,070 | 0.96% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 102,737 | 4,326 | 0.05% | 0.06% | 131 | +1,195 | 1.18% | Q2 2026 | Jul 29, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 100,869 | 4,247 | 0.01% | 0.01% | 132 | +8,360 | 9.04% | Q2 2026 | Aug 06, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 100,067 | 4,213 | 0.01% | 0.02% | 133 | -1,802 | -1.77% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 99,946 | 4,208 | 0.01% | 0.01% | 134 | +12,421 | 14.19% | Q2 2026 | Aug 06, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 99,723 | 4,199 | 0.25% | 0.35% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 99,700 | 4,198 | 0.01% | 0.02% | 136 | +19,300 | 24.0% | Q2 2026 | Aug 12, 2026 |
| Kerusso Capital Management LLC | History | Added to | 99,675 | 4,197 | 1.53% | 1.96% | 137 | +18,919 | 23.43% | Q2 2026 | Jul 31, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 98,962 | 4,167 | 0.01% | 0.01% | 138 | +8,661 | 9.59% | Q2 2026 | Jul 28, 2026 |
| Man Group plc | History | New | 97,720 | 4,114 | 0.01% | — | 139 | +97,720 | New | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 97,586 | 4,109 | 0.01% | 0.01% | 140 | +8,418 | 9.44% | Q2 2026 | Jul 23, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 96,776 | 4,075 | 0.0% | 0.0% | 141 | +2,669 | 2.84% | Q2 2026 | Jul 30, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 96,276 | 4,054 | 0.04% | 0.05% | 142 | -3,169 | -3.19% | Q2 2026 | Aug 11, 2026 |
| SG Americas Securities, LLC | History | Added to | 95,724 | 4,031 | 0.0% | 0.0% | 143 | +24,213 | 33.86% | Q2 2026 | Aug 07, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 94,635 | 3,985 | 0.01% | 0.01% | 144 | +14,841 | 18.6% | Q2 2026 | Aug 13, 2026 |
| AVIVA PLC | History | Added to | 93,656 | 3,943 | 0.01% | 0.01% | 145 | +1,959 | 2.14% | Q2 2026 | Aug 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 90,790 | 3,823 | 0.02% | — | 146 | +90,790 | New | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 85,928 | 3,618 | 0.01% | 0.01% | 147 | +2,406 | 2.88% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 81,588 | 3,435 | 0.0% | 0.0% | 148 | +2,941 | 3.74% | Q2 2026 | Aug 12, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 81,302 | 3,423 | 0.01% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 80,080 | 3,373 | 0.02% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 77,854 | 3,278 | 0.0% | 0.01% | 151 | +1,827 | 2.4% | Q2 2026 | Aug 14, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Added to | 77,628 | 3,268 | 0.01% | 0.02% | 152 | +5,669 | 7.88% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 76,390 | 3,216 | 0.01% | — | 153 | +76,390 | New | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 75,800 | 3,191 | 0.05% | 0.06% | 154 | +600 | 0.8% | Q2 2026 | Jul 21, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 75,647 | 3,185 | 0.01% | 0.01% | 155 | -475 | -0.62% | Q2 2026 | Aug 17, 2026 |
| Arizona State Retirement System | History | Added to | 75,075 | 3,161 | 0.02% | 0.02% | 156 | +11,190 | 17.52% | Q2 2026 | Aug 07, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | Added to | 74,836 | 3,151 | 0.02% | 0.02% | 157 | +1,600 | 2.18% | Q2 2026 | Jul 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 74,205 | 3,124 | 0.03% | 0.04% | 158 | -4,414 | -5.61% | Q2 2026 | Jul 16, 2026 |
| one8zero8, LLC | History | No change | 74,130 | 3,121 | 0.62% | 0.8% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 71,310 | 3,002 | 0.38% | 0.56% | 160 | -6,234 | -8.04% | Q2 2026 | Aug 10, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 69,192 | 2,894 | 0.01% | 0.02% | 161 | +2,693 | 4.05% | Q2 2026 | Jul 29, 2026 |
| Handelsbanken Fonder AB | History | Added to | 68,200 | 2,872 | 0.01% | 0.01% | 162 | +1,500 | 2.25% | Q2 2026 | Jul 10, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 64,289 | 2,721 | 0.01% | 0.01% | 163 | +5,423 | 9.21% | Q2 2026 | Jul 27, 2026 |
| KBC Group NV | History | Added to | 63,945 | 2,693 | 0.01% | 0.01% | 164 | +12,594 | 24.53% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 63,665 | 2,680 | 0.0% | 0.0% | 165 | +8,111 | 14.6% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 62,049 | 2,612 | 0.01% | 0.02% | 166 | -2,969 | -4.57% | Q2 2026 | Jul 17, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 62,005 | 2,611 | 0.03% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 61,972 | 2,609 | 0.53% | 0.68% | 168 | -427 | -0.68% | Q2 2026 | Jul 13, 2026 |
| IFM Investors Pty Ltd | History | Added to | 61,919 | 2,607 | 0.02% | 0.02% | 169 | +12,311 | 24.82% | Q2 2026 | Jul 21, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 60,600 | 2,551 | 0.01% | 0.02% | 170 | -1,800 | -2.88% | Q2 2026 | Jul 30, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 58,359 | 2,457 | 0.07% | 0.06% | 171 | +24,660 | 73.18% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 58,302 | 2,455 | 0.03% | 0.04% | 172 | +168 | 0.29% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 57,555 | 2,424 | 0.0% | 0.01% | 173 | -90,657 | -61.17% | Q2 2026 | Aug 14, 2026 |
| SEB Asset Management AB | History | Added to | 55,412 | 2,333 | 0.01% | 0.01% | 174 | +4,978 | 9.87% | Q2 2026 | Aug 04, 2026 |
| Buckland Partners Management Co LLC | History | No change | 54,400 | 2,290 | 1.12% | 1.6% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 53,861 | 2,268 | 0.0% | 0.0% | 176 | +3,595 | 7.15% | Q2 2026 | Aug 12, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 53,800 | 2,266 | 0.06% | 0.08% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 53,552 | 2,255 | 0.02% | 0.03% | 178 | +300 | 0.56% | Q2 2026 | Jul 28, 2026 |
| GFG Capital, LLC | History | Added to | 51,942 | 2,187 | 0.6% | 0.77% | 179 | +2,131 | 4.28% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 49,954 | 2,103 | 0.0% | 0.0% | 180 | -6,102 | -10.89% | Q2 2026 | Jul 29, 2026 |
| Vontobel Holding Ltd. | History | New | 49,844 | 2,098 | 0.01% | — | 181 | +49,844 | New | Q2 2026 | Aug 03, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 49,352 | 2,078 | 0.13% | 0.18% | 182 | -3,811 | -7.17% | Q2 2026 | Aug 17, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 49,195 | 2,071 | 0.13% | — | 184 | +49,195 | New | Q2 2026 | Jul 24, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 46,640 | 2,071 | 0.04% | 0.09% | 183 | -30,392 | -39.45% | Q2 2026 | Jul 29, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 42,023 | 2,026 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | Reduced | 47,904 | 2,017 | 0.0% | 0.0% | 186 | -3,130 | -6.13% | Q2 2026 | Aug 27, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 47,805 | 2,013 | 0.05% | 0.07% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 46,871 | 1,973 | 0.0% | 0.0% | 188 | -46,562 | -49.83% | Q2 2026 | Aug 04, 2026 |
| XPONANCE LLC | History | Added to | 46,860 | 1,973 | 0.01% | 0.02% | 189 | +1,845 | 4.1% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | Reduced | 45,719 | 1,925 | 0.0% | 0.0% | 190 | -21,046 | -31.52% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 44,061 | 1,855 | 0.0% | 0.0% | 191 | +1,057 | 2.46% | Q2 2026 | Aug 07, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 43,381 | 1,820 | 0.0% | 0.01% | 192 | +1,616 | 3.87% | Q2 2026 | Jul 29, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 43,139 | 1,816 | 0.0% | 0.01% | 193 | -328 | -0.75% | Q2 2026 | Aug 14, 2026 |
| LBP AM SA | History | Added to | 41,398 | 1,743 | 0.02% | 0.03% | 194 | +1,521 | 3.81% | Q2 2026 | Jul 24, 2026 |
| TWINBEECH CAPITAL LP | History | Reduced | 41,385 | 1,742 | 0.32% | 0.47% | 195 | -52,103 | -55.73% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Added to | 41,367 | 1,724 | 0.01% | 0.01% | 196 | +15,620 | 60.67% | Q2 2026 | Aug 14, 2026 |
| Utah Retirement Systems | History | Reduced | 40,267 | 1,695 | 0.02% | 0.02% | 197 | -2,186 | -5.15% | Q2 2026 | Aug 14, 2026 |
| MILLER VALUE PARTNERS, LLC | History | No change | 40,000 | 1,684 | 0.4% | 0.5% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 39,812 | 1,676 | 0.02% | — | 199 | +39,812 | New | Q2 2026 | Jul 20, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 39,273 | 1,653 | 0.09% | — | 200 | +39,273 | New | Q2 2026 | Aug 03, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Added to | 39,248 | 1,652 | 0.01% | 0.01% | 201 | +6,842 | 21.11% | Q2 2026 | Aug 13, 2026 |
| SIRIOS CAPITAL MANAGEMENT L P | History | Reduced | 37,123 | 1,563 | 0.19% | 3.18% | 202 | -505,128 | -93.15% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 37,073 | 1,561 | 0.01% | 0.01% | 203 | -898 | -2.36% | Q2 2026 | Aug 13, 2026 |
| Korea Investment CORP | History | No change | 36,905 | 1,554 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 35,987 | 1,515 | 0.02% | 0.03% | 205 | -800 | -2.17% | Q2 2026 | Aug 05, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 35,295 | 1,486 | 0.01% | 0.01% | 206 | +4,627 | 15.09% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Added to | 34,974 | 1,472 | 0.06% | 0.02% | 207 | +26,930 | 334.78% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 34,667 | 1,459 | 0.0% | 0.0% | 208 | +20,407 | 143.11% | Q2 2026 | Aug 12, 2026 |
| AMICA MUTUAL INSURANCE CO | History | Added to | 33,903 | 1,428 | 0.12% | 0.13% | 209 | +2,137 | 6.73% | Q2 2026 | Aug 05, 2026 |
| Qsemble Capital Management, LP | History | New | 32,140 | 1,353 | 0.17% | — | 210 | +32,140 | New | Q2 2026 | Aug 03, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Added to | 31,894 | 1,343 | 0.48% | 0.35% | 211 | +13,133 | 70.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 31,616 | 1,331 | 0.01% | 0.0% | 212 | +25,187 | 391.77% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 31,479 | 1,325 | 0.0% | 0.0% | 213 | +6,850 | 27.81% | Q2 2026 | Aug 07, 2026 |
| Sierra Capital LLC | History | No change | 31,365 | 1,320 | 0.13% | 0.17% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 31,242 | 1,315 | 0.0% | 0.0% | 215 | -3,978 | -11.29% | Q2 2026 | Aug 13, 2026 |
| OP Asset Management Ltd | History | Reduced | 30,532 | 1,285 | 0.01% | 0.02% | 216 | -11,419 | -27.22% | Q2 2026 | Jul 28, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 29,666 | 1,249 | 0.01% | 0.01% | 217 | +4,816 | 19.38% | Q2 2026 | Jul 29, 2026 |
| ALLSTATE CORP | History | Added to | 29,476 | 1,241 | 0.01% | 0.01% | 218 | +3,782 | 14.72% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | Reduced | 29,373 | 1,236 | 0.05% | 0.22% | 219 | -67,192 | -69.58% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 27,579 | 1,233 | 0.0% | 0.0% | 220 | -1,057 | -3.69% | Q2 2026 | Jul 15, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 29,182 | 1,229 | 0.0% | 0.0% | 221 | -1,638 | -5.31% | Q2 2026 | Aug 13, 2026 |
| Diversified Trust Co | History | Added to | 29,133 | 1,226 | 0.02% | 0.03% | 222 | +56 | 0.19% | Q2 2026 | Jul 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 28,780 | 1,211 | 0.02% | 0.02% | 223 | +3,651 | 14.53% | Q2 2026 | Aug 13, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 28,700 | 1,208 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 28,640 | 1,206 | 0.01% | 0.0% | 225 | +24,031 | 521.39% | Q2 2026 | Aug 14, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 27,631 | 1,163 | 0.05% | 0.07% | 226 | -4,379 | -13.68% | Q2 2026 | Aug 13, 2026 |
| Cercano Management LLC | History | New | 27,589 | 1,161 | 0.15% | — | 227 | +27,589 | New | Q2 2026 | Aug 13, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 25,908 | 1,158 | 0.18% | 0.23% | 228 | -155 | -0.59% | Q2 2026 | Jul 30, 2026 |
| HRT FINANCIAL LP | History | Reduced | 27,287 | 1,149 | 0.0% | 0.02% | 229 | -102,481 | -78.97% | Q2 2026 | Aug 14, 2026 |
| Swedbank AB | History | No change | 26,842 | 1,130 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Avanza Fonder AB | History | No change | 26,357 | 1,109 | 0.02% | 0.04% | 231 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 26,237 | 1,104 | 0.0% | 0.0% | 232 | -162 | -0.61% | Q2 2026 | Jul 28, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 25,846 | 1,088 | 0.32% | 0.41% | 233 | -1,174 | -4.34% | Q2 2026 | Aug 04, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 25,763 | 1,072 | 0.0% | 0.0% | 234 | +3,959 | 18.16% | Q2 2026 | Aug 05, 2026 |
| SIMPLEX TRADING, LLC | History | New | 25,415 | 1,070 | 0.0% | — | 235 | +25,415 | New | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 25,395 | 1,069 | 0.01% | 0.01% | 236 | -252 | -0.98% | Q2 2026 | Jul 20, 2026 |
| DAVENPORT & Co LLC | History | Added to | 25,082 | 1,056 | 0.01% | 0.01% | 237 | +4,328 | 20.85% | Q2 2026 | Jul 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 24,969 | 1,051 | 0.09% | 0.13% | 238 | +17 | 0.07% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 24,838 | 1,045 | 0.01% | 0.01% | 239 | +40 | 0.16% | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 21,573 | 1,043 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 24,673 | 1,038 | 0.0% | 0.0% | 241 | +4,100 | 19.93% | Q2 2026 | Jul 31, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 24,622 | 1,036 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 23,969 | 1,009 | 0.01% | 0.01% | 243 | -178 | -0.74% | Q2 2026 | Jul 28, 2026 |
| GROUP ONE TRADING LLC | History | New | 23,952 | 1,008 | 0.0% | — | 244 | +23,952 | New | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 22,853 | 962 | 0.01% | 0.02% | 245 | -526 | -2.25% | Q2 2026 | Jul 22, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 22,792 | 959 | 0.0% | 0.0% | 246 | -498 | -2.14% | Q2 2026 | Aug 12, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 22,577 | 950 | 0.0% | 0.0% | 247 | +9,242 | 69.31% | Q2 2026 | Aug 14, 2026 |
| GARRISON BRADFORD & ASSOCIATES INC | History | Reduced | 22,543 | 949 | 1.03% | 1.24% | 248 | -100 | -0.44% | Q2 2026 | Jul 28, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 22,531 | 948 | 0.07% | 0.11% | 249 | -3,339 | -12.91% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 45,544 | 943 | 0.02% | 0.02% | 250 | -832 | -1.79% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | Reduced | 22,333 | 940 | 0.0% | 0.0% | 251 | -3,045 | -12.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 22,169 | 933 | 0.0% | 0.0% | 252 | +1,040 | 4.92% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Reduced | 21,872 | 921 | 0.0% | 0.0% | 253 | -2,330 | -9.63% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 21,423 | 902 | 0.02% | 0.02% | 254 | +9,148 | 74.53% | Q2 2026 | Aug 11, 2026 |
| WESBANCO BANK INC | History | Reduced | 21,353 | 899 | 0.02% | 0.04% | 255 | -10,099 | -32.11% | Q2 2026 | Jul 28, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 21,093 | 888 | 0.01% | 0.01% | 256 | -6,940 | -24.76% | Q2 2026 | Aug 11, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 19,151 | 882 | 0.03% | 0.04% | 257 | +24 | 0.13% | Q2 2026 | Jul 23, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 20,348 | 856 | 0.0% | 0.01% | 258 | -1,970 | -8.83% | Q2 2026 | Jul 24, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 20,306 | 855 | 0.0% | 0.0% | 259 | +1,239 | 6.5% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 20,111 | 846 | 0.01% | 0.01% | 261 | +1,490 | 8.0% | Q2 2026 | Aug 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 20,098 | 846 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 17,474 | 845 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| GM Advisory Group, LLC | History | No change | 17,231 | 833 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | Added to | 19,266 | 811 | 0.03% | 0.03% | 264 | +1,030 | 5.65% | Q2 2026 | Jul 30, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 18,752 | 789 | 0.01% | 0.01% | 265 | +3,249 | 20.96% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 18,709 | 788 | 0.0% | 0.0% | 266 | -6,771 | -26.57% | Q2 2026 | Jul 27, 2026 |
| SMH CAPITAL ADVISORS INC | History | Reduced | 18,627 | 784 | 3.07% | 2.58% | 267 | -200 | -1.06% | Q2 2026 | Aug 13, 2026 |
| Carson Advisory Inc. | History | Reduced | 18,526 | 780 | 0.36% | 0.48% | 268 | -700 | -3.64% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | New | 18,419 | 775 | 0.01% | — | 269 | +18,419 | New | Q2 2026 | Aug 10, 2026 |
| Saudi Central Bank | History | Added to | 18,330 | 771 | 0.01% | 0.01% | 270 | +9,652 | 111.22% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 18,241 | 768 | 0.0% | 0.01% | 272 | -6,674 | -26.79% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 18,251 | 768 | 0.0% | 0.0% | 271 | -49 | -0.27% | Q2 2026 | Aug 13, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 18,040 | 759 | 0.07% | 0.06% | 273 | +6,400 | 54.98% | Q2 2026 | Aug 04, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 18,042 | 759 | 0.0% | 0.0% | 274 | -1,050 | -5.5% | Q2 2026 | Aug 14, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 18,103 | 757 | 0.16% | 0.24% | 275 | -286 | -1.56% | Q2 2026 | Jul 21, 2026 |
| Gulf International Bank (UK) Ltd | History | Reduced | 17,961 | 756 | 0.01% | 0.02% | 276 | -153 | -0.84% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 17,893 | 753 | 0.0% | 0.0% | 277 | +5,656 | 46.22% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | New | 17,843 | 751 | 0.0% | — | 279 | +17,843 | New | Q2 2026 | Aug 11, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 17,840 | 751 | 0.06% | 0.08% | 278 | +133 | 0.75% | Q2 2026 | Jul 07, 2026 |
| CWM, LLC | History | No change | 15,477 | 748 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Jupiter Topco LLC | History | New | 17,173 | 723 | 0.0% | — | 281 | +17,173 | New | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 17,041 | 717 | 0.0% | 0.0% | 282 | -933 | -5.19% | Q2 2026 | Aug 12, 2026 |
| Winthrop Partners - WNY, LLC | History | Added to | 16,936 | 713 | 0.35% | 0.42% | 283 | +567 | 3.46% | Q2 2026 | Jul 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 16,835 | 708 | 0.01% | 0.01% | 284 | +23 | 0.14% | Q2 2026 | Sep 23, 2026 |
| Investment Management Corp of Ontario | History | Reduced | 16,715 | 703 | 0.01% | 0.01% | 285 | -100 | -0.59% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 16,658 | 701 | 0.0% | 0.0% | 286 | -14 | -0.08% | Q2 2026 | Aug 13, 2026 |
| Polymer Capital Management (US) LLC | History | Added to | 16,382 | 689 | 0.09% | 0.06% | 287 | +4,260 | 35.14% | Q2 2026 | Aug 14, 2026 |
| FORA Capital, LLC | History | New | 16,129 | 679 | 0.05% | — | 289 | +16,129 | New | Q2 2026 | Aug 13, 2026 |
| Stiles Financial Services Inc | History | Added to | 16,137 | 679 | 0.17% | 0.18% | 288 | +3,698 | 29.73% | Q2 2026 | Aug 12, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 15,943 | 671 | 0.23% | 0.3% | 290 | +431 | 2.78% | Q2 2026 | Aug 14, 2026 |
| National Pension Service | History | Added to | 15,875 | 668 | 0.0% | 0.0% | 291 | +627 | 4.11% | Q2 2026 | Aug 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 15,831 | 666 | 0.02% | 0.03% | 292 | -4,863 | -23.5% | Q2 2026 | Jul 31, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 15,720 | 661 | 0.04% | 0.06% | 293 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CIBC Asset Management Inc | History | Added to | 15,493 | 652 | 0.0% | 0.0% | 294 | +224 | 1.47% | Q2 2026 | Aug 03, 2026 |
| Sagewood Asset Management LP | History | Added to | 15,350 | 646 | 0.15% | 0.08% | 295 | +9,751 | 174.16% | Q2 2026 | Jul 29, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 15,254 | 642 | 0.04% | 0.05% | 296 | +334 | 2.24% | Q2 2026 | Aug 12, 2026 |
| Siemens Fonds Invest GmbH | History | Added to | 15,173 | 638 | 0.03% | 0.03% | 297 | +4,744 | 45.49% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 15,078 | 634 | 0.01% | 0.01% | 298 | -223 | -1.46% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | Reduced | 14,811 | 623 | 0.0% | 0.01% | 299 | -37 | -0.25% | Q2 2026 | Aug 14, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Added to | 14,674 | 617 | 0.01% | 0.0% | 300 | +6,885 | 88.39% | Q2 2026 | Jul 23, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 15,066 | 610 | 0.0% | 0.0% | 301 | +3,328 | 28.35% | Q2 2026 | Aug 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 14,377 | 605 | 0.0% | 0.0% | 302 | +4,169 | 40.84% | Q2 2026 | Aug 13, 2026 |
| Stablepoint Partners, LLC | History | No change | 14,177 | 596 | 0.08% | 0.1% | 303 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 13,694 | 576 | 0.0% | 0.0% | 304 | -131 | -0.95% | Q2 2026 | Aug 14, 2026 |
| Brooklyn Investment Group | History | No change | 11,795 | 570 | 0.02% | 0.02% | 305 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Maryland State Retirement & Pension System | History | No change | 13,486 | 567 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 13,216 | 556 | 0.0% | 0.0% | 307 | -124,395 | -90.4% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Reduced | 13,208 | 556 | 0.0% | 0.0% | 309 | -1,991 | -13.1% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 13,206 | 556 | 0.01% | 0.01% | 308 | +474 | 3.72% | Q2 2026 | Aug 04, 2026 |
| Guinness Asset Management LTD | History | Reduced | 13,143 | 553 | 0.01% | 0.01% | 310 | -2,321 | -15.01% | Q2 2026 | Jul 29, 2026 |
| EntryPoint Capital, LLC | History | Added to | 13,106 | 551 | 0.13% | 0.07% | 313 | +8,163 | 165.14% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 13,101 | 551 | 0.0% | 0.0% | 311 | -4,466 | -25.42% | Q2 2026 | Aug 19, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 13,102 | 551 | 0.07% | 0.09% | 312 | +100 | 0.77% | Q2 2026 | Aug 05, 2026 |
| HB Wealth Management, LLC | History | Reduced | 13,083 | 550 | 0.0% | 0.0% | 314 | -800 | -5.76% | Q2 2026 | Jul 29, 2026 |
| Zhang Financial LLC | History | Reduced | 12,734 | 536 | 0.02% | 0.04% | 315 | -9,118 | -41.73% | Q2 2026 | Jul 30, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Reduced | 12,648 | 533 | 0.0% | 0.03% | 316 | -37,347 | -74.7% | Q2 2026 | Aug 10, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 12,250 | 515 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 12,638 | 512 | 0.0% | 0.0% | 318 | -424 | -3.25% | Q2 2026 | Aug 13, 2026 |
| FJ Capital Management LLC | History | Added to | 12,149 | 511 | 0.07% | 0.04% | 320 | +5,094 | 72.2% | Q2 2026 | Aug 14, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 12,144 | 511 | 0.22% | 0.26% | 319 | +261 | 2.2% | Q2 2026 | Jul 30, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 11,943 | 502 | 0.0% | 0.0% | 321 | +128 | 1.08% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 11,867 | 499 | 0.02% | 0.04% | 322 | -734 | -5.82% | Q2 2026 | Aug 11, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | Reduced | 11,829 | 498 | 0.16% | 0.21% | 323 | -482 | -3.92% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 11,824 | 497 | 0.0% | 0.01% | 324 | -12,609 | -51.61% | Q2 2026 | Jul 28, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 11,369 | 478 | 0.03% | 0.05% | 325 | +224 | 2.01% | Q2 2026 | Jul 08, 2026 |
| CIBC WORLD MARKET INC. | History | New | 11,212 | 472 | 0.0% | — | 326 | +11,212 | New | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | Reduced | 11,181 | 470 | 0.03% | 0.03% | 327 | -29 | -0.26% | Q2 2026 | Jul 28, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 11,020 | 464 | 0.06% | 0.08% | 328 | +630 | 6.06% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 10,997 | 463 | 0.0% | 0.0% | 329 | -582 | -5.03% | Q2 2026 | Aug 12, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 11,000 | 463 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 10,971 | 461 | 0.17% | 0.19% | 332 | +1,056 | 10.65% | Q2 2026 | Jul 30, 2026 |
| McGowan Group Asset Management, Inc. | History | Reduced | 10,962 | 461 | 0.06% | 0.07% | 331 | -123 | -1.11% | Q2 2026 | Aug 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 10,492 | 441 | 0.07% | — | 333 | +10,492 | New | Q2 2026 | Aug 04, 2026 |
| TritonPoint Partners, LLC | History | New | 10,455 | 440 | 0.04% | — | 335 | +10,455 | New | Q2 2026 | Aug 13, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 10,455 | 440 | 0.04% | 0.05% | 334 | -70 | -0.67% | Q2 2026 | Aug 11, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 10,372 | 436 | 0.0% | 0.0% | 336 | -771 | -6.92% | Q2 2026 | Aug 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 10,322 | 434 | 0.01% | 0.02% | 337 | +972 | 10.4% | Q2 2026 | Jul 08, 2026 |
| ProShare Advisors LLC | History | Reduced | 10,222 | 430 | 0.0% | 0.0% | 338 | -186 | -1.79% | Q2 2026 | Aug 11, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 10,068 | 423 | 0.0% | 0.02% | 339 | -24,633 | -70.99% | Q2 2026 | Aug 12, 2026 |
| PEAK6 LLC | History | Reduced | 10,030 | 422 | 0.0% | 0.01% | 340 | -89,021 | -89.87% | Q2 2026 | Aug 12, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 10,037 | 422 | 0.08% | 0.1% | 341 | +2 | 0.02% | Q2 2026 | Aug 05, 2026 |
| Fideuram Asset Management (Ireland) dac | History | New | 9,601 | 415 | 0.01% | — | 343 | +9,601 | New | Q2 2026 | Jul 23, 2026 |
| AlphaGrep UK Ltd | History | Added to | 9,872 | 415 | 0.12% | 0.08% | 342 | +3,807 | 62.77% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 9,621 | 405 | 0.25% | 0.19% | 344 | +3,596 | 59.68% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | New | 9,616 | 404 | 0.0% | — | 345 | +9,616 | New | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 9,393 | 395 | 0.0% | 0.0% | 347 | -5,333 | -36.21% | Q2 2026 | Jul 28, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 9,400 | 395 | 0.04% | 0.06% | 346 | -900 | -8.74% | Q2 2026 | Aug 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 9,322 | 393 | 0.0% | 0.0% | 348 | +704 | 8.17% | Q2 2026 | Jul 20, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 9,206 | 387 | 0.0% | 0.02% | 349 | -38,926 | -80.87% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 9,046 | 380 | 0.0% | 0.01% | 350 | +2 | 0.02% | Q2 2026 | Aug 10, 2026 |
| Fiduciary Group, LLC | History | Reduced | 9,000 | 378 | 0.03% | 0.04% | 351 | -164 | -1.79% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 8,885 | 374 | 0.01% | 0.02% | 352 | -2,212 | -19.93% | Q2 2026 | Jul 21, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 8,740 | 368 | 0.04% | 0.05% | 353 | -119 | -1.34% | Q2 2026 | Jul 28, 2026 |
| E&G Advisors, LLC | History | No change | 8,600 | 362 | 0.07% | 0.09% | 354 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vident Advisory, LLC | History | Reduced | 8,555 | 360 | 0.0% | 0.0% | 355 | -815 | -8.7% | Q2 2026 | Aug 12, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 8,401 | 353 | 0.01% | 0.01% | 356 | -275 | -3.17% | Q2 2026 | Aug 14, 2026 |
| Segment Wealth Management, LLC | History | No change | 8,200 | 345 | 0.02% | 0.02% | 357 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 8,182 | 344 | 0.0% | 0.0% | 358 | -44,598 | -84.5% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,115 | 341 | 0.0% | 0.0% | 359 | +2,900 | 55.61% | Q2 2026 | Jul 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 8,029 | 339 | 0.02% | 0.02% | 360 | +1,641 | 25.69% | Q2 2026 | Jul 28, 2026 |
| EdgeRock Capital LLC | History | Reduced | 7,987 | 336 | 0.08% | 0.11% | 361 | -58 | -0.72% | Q2 2026 | Jul 24, 2026 |
| Wedmont Private Capital | History | Added to | 7,433 | 332 | 0.01% | 0.01% | 362 | +295 | 4.13% | Q2 2026 | Jul 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 7,827 | 329 | 0.0% | 0.0% | 363 | +810 | 11.54% | Q2 2026 | Jul 20, 2026 |
| Leonteq Securities AG | History | Added to | 7,801 | 328 | 0.01% | 0.01% | 364 | +2,788 | 55.62% | Q2 2026 | Jul 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 7,794 | 328 | 0.0% | 0.0% | 365 | -496 | -5.98% | Q2 2026 | Jul 17, 2026 |
| GAMMA Investing LLC | History | Reduced | 7,778 | 327 | 0.01% | 0.02% | 366 | -1,284 | -14.17% | Q2 2026 | Jul 07, 2026 |
| North Dakota State Investment Board | History | Added to | 7,778 | 327 | 0.01% | 0.02% | 367 | +132 | 1.73% | Q2 2026 | Aug 04, 2026 |
| Magnetar Financial LLC | History | New | 7,721 | 325 | 0.0% | — | 368 | +7,721 | New | Q2 2026 | Aug 14, 2026 |
| OSTRUM ASSET MANAGEMENT | History | Added to | 7,682 | 323 | 0.02% | 0.01% | 370 | +2,337 | 43.72% | Q2 2026 | Aug 13, 2026 |
| Glenview Trust Co | History | Added to | 7,680 | 323 | 0.0% | 0.01% | 369 | +539 | 7.55% | Q2 2026 | Aug 18, 2026 |
| Atom Investors LP | History | New | 7,571 | 318 | 0.03% | — | 371 | +7,571 | New | Q2 2026 | Aug 14, 2026 |
| INCEPTIONR LLC | History | New | 7,566 | 318 | 0.08% | — | 372 | +7,566 | New | Q2 2026 | Aug 10, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 6,272 | 306 | 0.02% | 0.02% | 373 | +583 | 10.25% | Q2 2026 | Aug 10, 2026 |
| Bridgefront Capital, LLC | History | New | 7,234 | 304 | 0.08% | — | 374 | +7,234 | New | Q2 2026 | Aug 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 7,150 | 301 | 0.01% | 0.01% | 375 | -319 | -4.27% | Q2 2026 | Jul 17, 2026 |
| Principle Wealth Partners LLC | History | No change | 7,131 | 300 | 0.01% | 0.02% | 376 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 7,282 | 295 | 0.02% | 0.02% | 377 | +13 | 0.18% | Q2 2026 | Jul 14, 2026 |
| Portman Square Capital LLP | History | Reduced | 7,000 | 294 | 0.01% | 0.03% | 378 | -7,000 | -50.0% | Q2 2026 | Jul 15, 2026 |
| Keebeck Wealth Management | History | No change | 6,955 | 292 | 0.03% | 0.04% | 379 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, LLC | History | New | 6,216 | 287 | 0.0% | — | 381 | +6,216 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 6,216 | 287 | 0.0% | 0.0% | 380 | +1,598 | 34.6% | Q2 2026 | Jul 29, 2026 |
| PensionDanmark Pensionsforsikringsaktieselskab | History | No change | 6,800 | 286 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BFSG, LLC | History | Added to | 6,751 | 284 | 0.03% | 0.02% | 383 | +1,485 | 28.2% | Q2 2026 | Jul 20, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Reduced | 6,754 | 284 | 0.14% | 0.17% | 385 | -140 | -2.03% | Q2 2026 | Aug 05, 2026 |
| Summit Financial, LLC | History | Added to | 6,761 | 284 | 0.0% | 0.0% | 384 | +9 | 0.13% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 6,715 | 282 | 0.0% | 0.0% | 387 | -9,791 | -59.32% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 6,707 | 282 | 0.0% | 0.01% | 386 | -1,339 | -16.64% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 6,621 | 278 | 0.0% | 0.01% | 388 | +83 | 1.27% | Q2 2026 | Jul 31, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 6,595 | 277 | 0.01% | 0.01% | 389 | -110 | -1.64% | Q2 2026 | Jul 17, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | No change | 6,513 | 274 | 0.01% | 0.02% | 390 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triangle Securities Wealth Management | History | No change | 6,430 | 270 | 0.05% | 0.07% | 391 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PFG Investments, LLC | History | Added to | 6,391 | 269 | 0.01% | 0.01% | 392 | +23 | 0.36% | Q2 2026 | Jul 23, 2026 |
| UniSuper Management Pty Ltd | History | New | 6,376 | 268 | 0.0% | — | 394 | +6,376 | New | Q2 2026 | Aug 14, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 6,365 | 268 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CSM Advisors, LLC | History | Reduced | 6,280 | 265 | 0.01% | 0.33% | 395 | -268,811 | -97.72% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 6,282 | 264 | 0.01% | 0.01% | 396 | -1,294 | -17.08% | Q2 2026 | Aug 11, 2026 |
| EQUITABLE TRUST CO | History | No change | 6,235 | 262 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 5,317 | 257 | 0.02% | 0.02% | 398 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legato Capital Management LLC | History | Reduced | 6,061 | 255 | 0.02% | 0.04% | 399 | -2,279 | -27.33% | Q2 2026 | Aug 06, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 6,000 | 252 | 0.14% | 0.22% | 400 | -1,000 | -14.29% | Q2 2026 | Jul 31, 2026 |
| Pictet North America Advisors SA | History | No change | 5,950 | 250 | 0.02% | 0.03% | 401 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prentice Wealth Management LLC | History | Added to | 5,899 | 248 | 0.05% | 0.06% | 402 | +29 | 0.49% | Q2 2026 | Jul 15, 2026 |
| Twin Tree Management, LP | History | Added to | 5,885 | 247 | 0.0% | 0.0% | 403 | +1,601 | 37.37% | Q2 2026 | Aug 12, 2026 |
| Visionary Wealth Advisors | History | Reduced | 5,809 | 244 | 0.01% | 0.01% | 404 | -47 | -0.8% | Q2 2026 | Aug 13, 2026 |
| Osmosis Investment Management UK Ltd | History | Reduced | 5,752 | 242 | 0.01% | 0.03% | 405 | -14,060 | -70.97% | Q2 2026 | Aug 13, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 5,763 | 242 | 0.01% | 0.01% | 406 | -366 | -5.97% | Q2 2026 | Aug 07, 2026 |
| Krilogy Financial LLC | History | Added to | 5,698 | 239 | 0.01% | 0.01% | 407 | +998 | 21.23% | Q2 2026 | Jul 27, 2026 |
| STRS OHIO | History | Reduced | 5,595 | 235 | 0.0% | 0.0% | 408 | -660 | -10.55% | Q2 2026 | Jul 30, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 5,485 | 230 | 0.0% | 0.0% | 409 | -250 | -4.36% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,466 | 230 | 0.0% | 0.0% | 410 | -110 | -1.97% | Q2 2026 | Aug 03, 2026 |
| Westbourne Investment Advisors, Inc. | History | Reduced | 5,450 | 229 | 0.06% | 0.08% | 411 | -50 | -0.91% | Q2 2026 | Jul 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 5,383 | 226 | 0.0% | 0.0% | 412 | -629 | -10.46% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 5,363 | 225 | 0.0% | 0.01% | 413 | -3,000 | -35.87% | Q2 2026 | Aug 10, 2026 |
| Whetstone Capital Advisors, LLC | History | No change | 5,312 | 223 | 0.06% | 0.09% | 414 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSSIAM | History | Added to | 5,278 | 222 | 0.0% | 0.0% | 416 | +3,263 | 161.94% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,288 | 222 | 0.0% | 0.0% | 415 | -2,975 | -36.0% | Q2 2026 | Sep 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 5,254 | 221 | 0.0% | 0.0% | 417 | +971 | 22.67% | Q2 2026 | Sep 23, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 5,242 | 220 | 0.01% | 0.01% | 418 | -167 | -3.09% | Q2 2026 | Aug 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 5,228 | 220 | 0.0% | 0.01% | 419 | +99 | 1.93% | Q2 2026 | Jul 20, 2026 |
| AlphaCore Capital LLC | History | New | 5,122 | 215 | 0.0% | — | 420 | +5,122 | New | Q2 2026 | Aug 06, 2026 |
| Calydon Capital | History | New | 5,035 | 212 | 0.03% | — | 421 | +5,035 | New | Q2 2026 | Aug 14, 2026 |
| Cypress Capital Group | History | New | 5,018 | 211 | 0.02% | — | 422 | +5,018 | New | Q2 2026 | Aug 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 5,008 | 210 | 0.01% | 0.02% | 423 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| M&T BANK CORP | History | Reduced | 4,985 | 209 | 0.0% | 0.0% | 424 | -16 | -0.32% | Q2 2026 | Aug 04, 2026 |
| KRS Capital Management, LLC | History | Reduced | 4,950 | 208 | 0.1% | 0.15% | 425 | -170 | -3.32% | Q2 2026 | Jul 20, 2026 |
| Tranquility Partners, LLC | History | No change | 4,815 | 202 | 0.07% | 0.09% | 426 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vestcor Inc | History | No change | 4,543 | 191 | 0.0% | 0.01% | 427 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 4,520 | 190 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 4,406 | 185 | 0.05% | 0.07% | 429 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | New | 4,374 | 184 | 0.0% | — | 430 | +4,374 | New | Q2 2026 | Aug 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 4,334 | 182 | 0.0% | 0.0% | 431 | -1,572 | -26.62% | Q2 2026 | Jul 22, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 4,123 | 173 | 0.0% | 0.0% | 432 | -563 | -12.01% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 3,875 | 163 | 0.0% | 0.0% | 433 | +2,104 | 118.8% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 3,667 | 154 | 0.0% | 0.01% | 434 | -573 | -13.51% | Q2 2026 | Aug 14, 2026 |
| Stelac Advisory Services LLC | History | No change | 3,590 | 151 | 0.03% | 0.04% | 435 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 3,550 | 149 | 0.03% | 0.06% | 437 | -2,500 | -41.32% | Q2 2026 | Jul 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 3,557 | 149 | 0.0% | 0.0% | 436 | -372 | -9.47% | Q2 2026 | Aug 13, 2026 |
| Hamilton Capital Partners Inc. | History | Reduced | 3,365 | 141 | 0.0% | 0.01% | 438 | -1,611 | -32.38% | Q2 2026 | Aug 14, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 3,312 | 139 | 0.1% | 0.12% | 439 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,104 | 130 | 0.0% | 0.0% | 440 | +506 | 19.48% | Q2 2026 | Aug 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 3,047 | 128 | 0.02% | — | 441 | +3,046 | 304600.0% | Q2 2026 | Aug 04, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 3,030 | 127 | 0.0% | 0.0% | 442 | -664 | -17.98% | Q2 2026 | Aug 11, 2026 |
| Towne Trust Company, N.A | History | No change | 3,000 | 126 | 0.04% | 0.05% | 443 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,290 | 110 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Western Pacific Wealth Management, LP | History | Reduced | 2,478 | 104 | 0.09% | 0.14% | 445 | -371 | -13.02% | Q2 2026 | Aug 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,397 | 100 | 0.0% | 0.0% | 446 | +680 | 39.6% | Q2 2026 | Aug 14, 2026 |
| Tower View Wealth Management LLC | History | Added to | 2,291 | 96 | 0.04% | 0.06% | 447 | +18 | 0.79% | Q2 2026 | Jul 24, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | New | 2,206 | 92 | 0.01% | — | 448 | +2,206 | New | Q2 2026 | Aug 03, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 2,186 | 92 | 0.02% | — | 449 | +2,186 | New | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 1,888 | 79 | 0.0% | 0.0% | 450 | +768 | 68.57% | Q2 2026 | Aug 13, 2026 |
| OSLO PENSJONSFORSIKRING AS | History | Added to | 1,884 | 79 | 0.01% | 0.01% | 451 | +685 | 57.13% | Q2 2026 | Jul 31, 2026 |
| Spire Wealth Management | History | Reduced | 1,850 | 77 | 0.0% | 0.0% | 452 | -1,106 | -37.42% | Q2 2026 | Jul 15, 2026 |
| Wellington Shields & Co., LLC | History | Reduced | 1,773 | 74 | 0.02% | 0.02% | 453 | -190 | -9.68% | Q2 2026 | Aug 10, 2026 |
| FIL Ltd | History | Added to | 1,737 | 73 | 0.0% | 0.0% | 454 | +116 | 7.16% | Q2 2026 | Aug 13, 2026 |
| NATIXIS | History | Reduced | 1,708 | 71 | 0.0% | 0.02% | 455 | -119,410 | -98.59% | Q2 2026 | Aug 13, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | No change | 1,700 | 71 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,611 | 67 | 0.01% | 0.01% | 457 | -471 | -22.62% | Q2 2026 | Aug 07, 2026 |
| Bogart Wealth, LLC | History | Reduced | 1,587 | 66 | 0.0% | 0.0% | 458 | -15 | -0.94% | Q2 2026 | Jul 24, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,520 | 64 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,468 | 61 | 0.0% | 0.0% | 460 | +21 | 1.45% | Q2 2026 | Aug 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1,394 | 58 | 0.0% | 0.0% | 461 | -135 | -8.83% | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 1,378 | 58 | 0.01% | 0.01% | 464 | +126 | 10.06% | Q2 2026 | Aug 11, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 1,400 | 58 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gold Investment Management Ltd. | History | No change | 1,382 | 58 | 0.02% | 0.02% | 463 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TEMA ETFS LLC | History | Reduced | 1,263 | 53 | 0.0% | 0.01% | 465 | -751 | -37.29% | Q2 2026 | Jul 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,250 | 52 | 0.0% | 0.0% | 466 | -626 | -33.37% | Q2 2026 | Jul 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,294 | 52 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CVA Family Office, LLC | History | Added to | 1,230 | 51 | 0.0% | 0.01% | 468 | +227 | 22.63% | Q2 2026 | Aug 07, 2026 |
| LRI Investments, LLC | History | Added to | 1,218 | 51 | 0.0% | 0.0% | 469 | +183 | 17.68% | Q2 2026 | Jul 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,186 | 49 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,152 | 48 | 0.0% | 0.0% | 471 | +196 | 20.5% | Q2 2026 | Aug 12, 2026 |
| ALLIANZ SE | History | New | 1,090 | 45 | 0.0% | — | 472 | +1,090 | New | Q2 2026 | Aug 10, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,000 | 42 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Essential Partners LLC | History | Added to | 997 | 41 | 0.02% | 0.01% | 475 | +370 | 59.01% | Q2 2026 | Aug 10, 2026 |
| Community Bank, N.A. | History | Added to | 978 | 41 | 0.0% | 0.0% | 474 | +206 | 26.68% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 962 | 40 | 0.0% | 0.0% | 476 | +258 | 36.65% | Q2 2026 | Jul 02, 2026 |
| IFP Advisors, Inc | History | Reduced | 880 | 37 | 0.0% | 0.0% | 477 | -268 | -23.34% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | Reduced | 843 | 35 | 0.0% | 0.0% | 478 | -491 | -36.81% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 813 | 34 | 0.0% | 0.0% | 479 | +3 | 0.37% | Q2 2026 | Aug 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 811 | 34 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cape Investment Advisory, Inc. | History | New | 771 | 32 | 0.01% | — | 481 | +771 | New | Q2 2026 | Jul 23, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 722 | 30 | 0.01% | 0.01% | 482 | -18 | -2.43% | Q2 2026 | Jul 17, 2026 |
| Oakworth Capital, Inc. | History | No change | 708 | 29 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Institute for Wealth Management, LLC. | History | New | 660 | 27 | 0.0% | — | 485 | +660 | New | Q2 2026 | Jul 28, 2026 |
| MOTCO | History | Added to | 648 | 27 | 0.0% | 0.0% | 484 | +6 | 0.93% | Q2 2026 | Jul 31, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | Added to | 601 | 25 | 0.02% | 0.03% | 488 | +55 | 10.07% | Q2 2026 | Aug 05, 2026 |
| CENTRAL TRUST Co | History | No change | 600 | 25 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Golden State Wealth Management, LLC | History | No change | 600 | 25 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 570 | 24 | 0.0% | 0.0% | 489 | -143 | -20.06% | Q2 2026 | Jul 28, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 584 | 24 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 550 | 23 | 0.0% | 0.0% | 491 | -332 | -37.64% | Q2 2026 | Aug 07, 2026 |
| Main Street Group, LTD | History | No change | 568 | 23 | 0.01% | 0.01% | 492 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 500 | 21 | 0.0% | 0.01% | 493 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 430 | 18 | 0.0% | 0.0% | 494 | -250 | -36.76% | Q2 2026 | Jul 29, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 447 | 18 | 0.0% | 0.0% | 495 | +249 | 125.76% | Q2 2026 | Jul 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 399 | 17 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EFG International AG | History | Added to | 398 | 16 | 0.0% | 0.0% | 497 | +118 | 42.14% | Q2 2026 | Aug 14, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 368 | 15 | 0.01% | 0.01% | 498 | -36 | -8.91% | Q2 2026 | Jul 07, 2026 |
| TSFG, LLC | History | No change | 300 | 13 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Axiom Investment Management LLC | History | New | 300 | 12 | 0.01% | — | 504 | +300 | New | Q2 2026 | Jul 30, 2026 |
| S&T BANK/PA | History | Added to | 294 | 12 | 0.0% | 0.0% | 500 | +200 | 212.77% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | Added to | 302 | 12 | 0.0% | 0.0% | 502 | +168 | 125.37% | Q2 2026 | Jul 20, 2026 |
| High Note Wealth, LLC | History | Reduced | 308 | 12 | 0.0% | 0.0% | 501 | -109 | -26.14% | Q2 2026 | Jul 23, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 297 | 12 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 273 | 11 | 0.0% | 0.0% | 505 | -16 | -5.54% | Q2 2026 | Jul 22, 2026 |
| LifeSteps Financial, Inc. | History | New | 251 | 10 | 0.0% | — | 509 | +251 | New | Q2 2026 | Jul 17, 2026 |
| Owl Creek Wealth Partners LLC | History | Reduced | 255 | 10 | 0.0% | 0.01% | 508 | -110 | -30.14% | Q2 2026 | Jul 20, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 245 | 10 | 0.0% | 0.0% | 506 | +1 | 0.41% | Q2 2026 | Jul 21, 2026 |
| Clearstead Trust, LLC | History | No change | 250 | 10 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 227 | 9 | 0.0% | 0.0% | 511 | -247 | -52.11% | Q2 2026 | Sep 04, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 220 | 9 | 0.0% | 0.0% | 510 | -10 | -4.35% | Q2 2026 | Jul 20, 2026 |
| Covestor Ltd | History | Reduced | 194 | 8 | 0.0% | 0.01% | 514 | -18 | -8.49% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 202 | 8 | 0.0% | 0.0% | 512 | -1 | -0.49% | Q2 2026 | Jul 23, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 200 | 8 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Align Financial, LLC | History | No change | 202 | 8 | 0.0% | 0.01% | 515 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 169 | 7 | 0.0% | 0.0% | 516 | -11 | -6.11% | Q2 2026 | Jul 10, 2026 |
| CX Institutional | History | Reduced | 142 | 6 | 0.0% | 0.0% | 518 | -191 | -57.36% | Q2 2026 | Jul 01, 2026 |
| NVWM, LLC | History | New | 160 | 6 | 0.0% | — | 520 | +160 | New | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 151 | 6 | 0.0% | — | 521 | +151 | New | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 156 | 6 | 0.0% | 0.0% | 517 | +22 | 16.42% | Q2 2026 | Jul 31, 2026 |
| Colonial Trust Co / SC | History | No change | 144 | 6 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 140 | 5 | 0.0% | 0.0% | 523 | -136 | -49.28% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | New | 130 | 5 | 0.0% | — | 528 | +130 | New | Q2 2026 | Aug 06, 2026 |
| Abound Wealth Management | History | New | 128 | 5 | 0.0% | — | 529 | +128 | New | Q2 2026 | Jul 10, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 140 | 5 | 0.0% | 0.0% | 526 | +91 | 185.71% | Q2 2026 | Aug 26, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 120 | 5 | 0.0% | 0.01% | 524 | -79 | -39.7% | Q2 2026 | Jul 31, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 138 | 5 | 0.0% | 0.0% | 525 | +38 | 38.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 133 | 5 | 0.0% | 0.0% | 522 | +11 | 9.02% | Q2 2026 | Aug 14, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 138 | 5 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 116 | 4 | 0.0% | 0.0% | 531 | -2,700 | -95.88% | Q2 2026 | Jul 28, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 107 | 4 | 0.0% | — | 535 | +107 | New | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Advisors | History | Added to | 100 | 4 | 0.0% | 0.0% | 532 | +50 | 100.0% | Q2 2026 | Aug 11, 2026 |
| FIRST HORIZON CORP | History | Reduced | 102 | 4 | 0.0% | 0.0% | 530 | -20 | -16.39% | Q2 2026 | Jul 20, 2026 |
| Blue Trust, Inc. | History | No change | 118 | 4 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clark Wealth Partners | History | No change | 98 | 4 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quarry LP | History | New | 86 | 3 | 0.0% | — | 539 | +86 | New | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 88 | 3 | 0.0% | — | 537 | +85 | 2833.33% | Q2 2026 | Jul 06, 2026 |
| Caitlin John, LLC | History | New | 83 | 3 | 0.0% | — | 540 | +83 | New | Q2 2026 | Aug 17, 2026 |
| Rossby Financial, LCC | History | Reduced | 90 | 3 | 0.0% | 0.0% | 538 | -45 | -33.33% | Q2 2026 | Aug 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 83 | 3 | 0.0% | 0.0% | 536 | +12 | 16.9% | Q2 2026 | Jul 27, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 57 | 2 | 0.0% | 0.0% | 544 | -101 | -63.92% | Q2 2026 | Jul 22, 2026 |
| Creative Capital Management Investments LLC | History | New | 66 | 2 | 0.0% | — | 551 | +66 | New | Q2 2026 | Jul 24, 2026 |
| Avion Wealth | History | Reduced | 71 | 2 | 0.0% | 0.0% | 542 | -49 | -40.83% | Q2 2026 | Jul 31, 2026 |
| Synergy Investment Management, LLC | History | New | 49 | 2 | 0.0% | — | 552 | +49 | New | Q2 2026 | Aug 14, 2026 |
| WPG Advisers, LLC | History | Added to | 62 | 2 | 0.0% | 0.0% | 549 | +33 | 113.79% | Q2 2026 | Aug 05, 2026 |
| Cromwell Holdings LLC | History | Added to | 61 | 2 | 0.0% | 0.0% | 545 | +8 | 15.09% | Q2 2026 | Jul 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 48 | 2 | 0.0% | 0.0% | 547 | +2 | 4.35% | Q2 2026 | Jul 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 69 | 2 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SHP Wealth Management | History | No change | 48 | 2 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 54 | 2 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bravera Wealth | History | No change | 48 | 2 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 26 | 1 | 0.0% | 0.0% | 555 | -247 | -90.48% | Q2 2026 | Jul 23, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 44 | 1 | 0.0% | — | 566 | +44 | New | Q2 2026 | Aug 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 44 | 1 | 0.0% | — | 567 | +44 | New | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 25 | 1 | 0.0% | — | 568 | +25 | New | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 33 | 1 | 0.0% | 0.0% | 556 | -18 | -35.29% | Q2 2026 | Jul 02, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 47 | 1 | 0.0% | 0.0% | 558 | +18 | 62.07% | Q2 2026 | Jul 28, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 42 | 1 | 0.0% | 0.0% | 562 | +15 | 55.56% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 28 | 1 | 0.0% | — | 563 | +15 | 115.38% | Q2 2026 | Aug 04, 2026 |
| SouthState Bank Corp | History | Reduced | 44 | 1 | 0.0% | 0.0% | 553 | -6 | -12.0% | Q2 2026 | Aug 06, 2026 |
| Hughes Financial Services, LLC | History | Added to | 35 | 1 | 0.0% | 0.0% | 561 | +5 | 16.67% | Q2 2026 | Jul 20, 2026 |
| Signature Equity Partners, LLC | History | Added to | 26 | 1 | 0.0% | 0.0% | 564 | +1 | 4.0% | Q2 2026 | Jul 30, 2026 |
| JNBA Financial Advisors | History | No change | 35 | 1 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFS Advisors, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| True Wealth Design, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JPL Wealth Management, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Benson Wealth Management INC | History | No change | 33 | 1 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | History | Closed out | 0 | 0 | — | 2.44% | — | -1,516,016 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Valiant Capital Management, L.P. | History | Closed out | 0 | 0 | — | 2.22% | — | -800,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.24% | — | -693,262 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.07% | — | -480,930 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.06% | — | -351,606 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -317,967 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Capital International, Inc./CA/ | History | Closed out | 0 | 0 | — | 0.06% | — | -160,648 | -100.0% | Q2 2026 | Aug 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -160,477 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BW Gestao de Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.26% | — | -160,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BAMCO INC /NY/ | History | Closed out | 0 | 0 | — | 0.02% | — | -157,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.49% | — | -155,284 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Tredje AP-fonden | History | Closed out | 0 | 0 | — | 0.03% | — | -103,696 | -100.0% | Q2 2026 | Aug 10, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.16% | — | -92,262 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -83,153 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Polar Asset Management Partners Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -74,007 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Stanley-Laman Group, Ltd. | History | Closed out | 0 | 0 | — | 0.38% | — | -64,679 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,931 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Waterway Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -19,036 | -100.0% | Q2 2026 | Jul 13, 2026 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.01% | — | -18,600 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Havemeyer Place LP | History | Closed out | 0 | 0 | — | 0.08% | — | -14,236 | -100.0% | Q2 2026 | Aug 13, 2026 |
| ASR Vermogensbeheer N.V. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,281 | -100.0% | Q2 2026 | Jul 20, 2026 |
| TOBAM | History | Closed out | 0 | 0 | — | 0.14% | — | -11,116 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Moors & Cabot, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,879 | -100.0% | Q2 2026 | Aug 10, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,341 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,575 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,300 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,595 | -100.0% | Q2 2026 | Jul 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,750 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,617 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,460 | -100.0% | Q2 2026 | Aug 04, 2026 |
| FAYEZ SAROFIM & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -5,399 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -5,382 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Alpine Global Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,290 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -4,760 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Oasis Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,758 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,730 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,681 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,581 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Flatrock Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,548 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Herold Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,500 | -100.0% | Q2 2026 | Jul 22, 2026 |
| PMG Family Office LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -4,481 | -100.0% | Q2 2026 | Jul 16, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,431 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Select Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,415 | -100.0% | Q2 2026 | Aug 05, 2026 |
| COMMERCE BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -4,411 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Stamos Capital Partners, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,382 | -100.0% | Q2 2026 | Aug 13, 2026 |
| DMC Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,325 | -100.0% | Q2 2026 | Jul 28, 2026 |
| GLENMEDE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -4,316 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Investment Partners Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -4,253 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Bank Pictet & Cie (Europe) AG | History | Closed out | 0 | 0 | — | 0.0% | — | -4,250 | -100.0% | Q2 2026 | Jul 24, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,161 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SlateStone Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,154 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,874 | -100.0% | Q2 2026 | Aug 10, 2026 |
| HOERTKORN RICHARD CHARLES | History | Closed out | 0 | 0 | — | 0.14% | — | -3,500 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,399 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,490 | -100.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,325 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,205 | -100.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -958 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -509 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Bernard Wealth Management Corp. | History | Closed out | 0 | 0 | — | — | — | -500 | -100.0% | Q2 2026 | Aug 21, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -276 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -275 | -100.0% | Q2 2026 | Aug 12, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -266 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Raiffeisen Bank International AG | History | Closed out | 0 | 0 | — | 0.0% | — | -262 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Quent Capital, LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -199 | -96.14% | Q2 2026 | Aug 07, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | Closed out | 0 | 0 | — | 0.01% | — | -101 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Tidemark, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Bare Financial Services, Inc | History | Reduced | 12 | 0 | — | 0.0% | — | -42 | -77.78% | Q2 2026 | Jul 27, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Atlatl Advisers LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q2 2026 | Jul 22, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 23 | 0 | — | — | — | +21 | 1050.0% | Q2 2026 | Jul 27, 2026 |
| Davis Capital Management | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Jul 16, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Jul 20, 2026 |
| American Capital Advisory, LLC | History | Added to | 19 | 0 | — | — | — | +10 | 111.11% | Q2 2026 | Jul 28, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q2 2026 | Jul 14, 2026 |
| DecisionPoint Financial, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 05, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Investors Portfolio Services LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Intentional Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 06, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 7 | 0 | — | — | — | +4 | 133.33% | Q2 2026 | Aug 14, 2026 |
| Highland Investment Advisors LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 13, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 7 | 0 | — | — | — | -3 | -30.0% | Q2 2026 | Jul 24, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 17, 2026 |
| Navigoe, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 31, 2026 |
| Planning Strategies Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q2 2026 | Jul 30, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PROFFITT & GOODSON INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 121 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Crewe Advisors LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Seneschal Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 21 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BIRCHBROOK, INC. | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Torren Management, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cornerstone Financial Management LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Sunrise Financial Services, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1015 Capital Partners, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |