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 | No change | 31,984,053 | 1,346,848 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SMH CAPITAL ADVISORS INC | History | Added to | 18,795 | 745,418 | 2.82% | 3.07% | 2 | +168 | 0.9% | Q3 2026 | Oct 29, 2026 |
| HARRIS ASSOCIATES L P | History | No change | 17,661,625 | 743,731 | 0.99% | 0.99% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 11,830,112 | 498,166 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital World Investors | History | No change | 11,813,798 | 497,479 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 11,464,474 | 482,769 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 10,389,758 | 437,512 | 0.16% | 0.16% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 9,993,408 | 420,822 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 9,891,982 | 416,551 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 7,739,524 | 328,575 | 0.1% | 0.1% | 10 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | No change | 5,941,316 | 250,188 | 0.34% | 0.34% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 5,914,905 | 249,076 | 0.75% | 0.75% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 5,224,555 | 219,418 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARIEL INVESTMENTS, LLC | History | No change | 4,548,683 | 191,545 | 1.91% | 1.91% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 4,358,455 | 183,534 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 3,870,443 | 162,984 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 3,770,238 | 158,764 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 3,646,300 | 153,545 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | No change | 3,406,001 | 143,426 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,923,001 | 115,926 | 0.02% | 0.02% | 20 | -72,509 | -2.42% | Q3 2026 | Nov 04, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,576,558 | 108,498 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 2,549,118 | 107,343 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,543,302 | 107,098 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,464,971 | 103,799 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Point72 Asset Management, L.P. | History | No change | 2,358,954 | 99,335 | 0.11% | 0.11% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,029,610 | 85,466 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,026,772 | 85,347 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | No change | 2,012,331 | 84,739 | 0.39% | 0.39% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGEBRIS (UK) LTD | History | No change | 1,923,159 | 80,729 | 5.32% | 5.32% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,886,490 | 79,440 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,970,035 | 78,131 | 0.01% | 0.01% | 31 | -37,564 | -1.87% | Q3 2026 | Nov 05, 2026 |
| Beutel, Goodman & Co Ltd. | History | Added to | 1,935,909 | 76,778 | 0.6% | 0.39% | 32 | +665,850 | 52.43% | Q3 2026 | Nov 04, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,640,080 | 69,063 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,602,700 | 67,489 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,574,143 | 66,287 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARKEL GROUP INC. | History | No change | 1,327,000 | 52,628 | 0.41% | 0.43% | 36 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Walleye Trading LLC | History | No change | 1,214,143 | 51,127 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Walleye Capital LLC | History | No change | 1,165,246 | 49,068 | 0.18% | 0.18% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,140,809 | 48,039 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Davis Asset Management, L.P. | History | No change | 1,131,000 | 47,626 | 1.21% | 1.21% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,049,820 | 44,109 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,071,394 | 43,412 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 1,080,057 | 42,835 | 1.18% | 1.06% | 43 | +125,290 | 13.12% | Q3 2026 | Nov 04, 2026 |
| Nuveen, LLC | History | No change | 955,965 | 40,255 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prana Capital Management, LP | History | No change | 813,618 | 34,261 | 1.04% | 1.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 744,700 | 31,359 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 737,819 | 31,069 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 683,754 | 28,792 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 600,341 | 25,280 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 630,776 | 25,016 | 0.44% | 0.4% | 50 | +68,335 | 12.15% | Q3 2026 | Oct 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 605,640 | 24,019 | 0.01% | 0.01% | 51 | +17,120 | 2.91% | Q3 2026 | Nov 02, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 543,489 | 22,886 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CastleKnight Management LP | History | No change | 519,576 | 21,879 | 0.3% | 0.3% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 496,560 | 20,910 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Squarepoint Ops LLC | History | No change | 495,608 | 20,870 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Reduced | 513,439 | 20,362 | 0.03% | 0.04% | 56 | -14,104 | -2.67% | Q3 2026 | Oct 21, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 509,869 | 20,221 | 0.01% | 0.01% | 57 | -9,373 | -1.81% | Q3 2026 | Oct 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 477,657 | 20,114 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 451,520 | 19,013 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 375,485 | 18,169 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | Reduced | 456,657 | 18,111 | 1.0% | 1.32% | 61 | -103,670 | -18.5% | Q3 2026 | Oct 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 418,318 | 17,615 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 410,908 | 17,272 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 390,177 | 16,430 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 387,762 | 16,329 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 381,044 | 16,045 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 370,381 | 15,596 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 328,872 | 13,848 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 346,255 | 13,732 | 0.01% | 0.01% | 69 | +38,645 | 12.56% | Q3 2026 | Nov 04, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 317,266 | 13,360 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | No change | 316,724 | 13,337 | 0.12% | 0.12% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 315,483 | 13,284 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 314,725 | 13,252 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 306,594 | 12,910 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 306,178 | 12,893 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 303,315 | 12,772 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| XTX Topco Ltd | History | No change | 303,222 | 12,768 | 0.17% | 0.17% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sargent Investment Group, LLC | History | No change | 300,821 | 12,667 | 1.52% | 1.52% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 292,249 | 12,306 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 283,206 | 11,914 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gator Capital Management, LLC | History | No change | 282,425 | 11,892 | 2.5% | 2.5% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 279,658 | 11,776 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 277,294 | 11,676 | 0.09% | 0.09% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 264,135 | 10,935 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | Added to | 271,979 | 10,786 | 0.03% | 0.03% | 85 | +3,911 | 1.46% | Q3 2026 | Nov 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 255,243 | 10,749 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 244,735 | 10,305 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 258,612 | 10,256 | 0.33% | 0.36% | 88 | -8,943 | -3.34% | Q3 2026 | Oct 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 234,942 | 9,893 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 233,127 | 9,816 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 226,767 | 9,549 | 0.12% | 0.12% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 225,732 | 9,505 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 224,533 | 9,455 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DnB Asset Management AS | History | No change | 218,129 | 9,185 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | No change | 204,929 | 8,629 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 215,874 | 8,561 | 0.09% | 0.1% | 96 | -2,817 | -1.29% | Q3 2026 | Oct 26, 2026 |
| Lalia Capital, LLC | History | No change | 202,000 | 8,506 | 4.13% | 4.13% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 201,958 | 8,504 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 195,315 | 8,225 | 0.16% | 0.16% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 200,514 | 7,952 | 0.0% | 0.0% | 100 | -49,675 | -19.85% | Q3 2026 | Nov 04, 2026 |
| Aberdeen Group plc | History | No change | 186,410 | 7,849 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| APG Asset Management N.V. | History | No change | 193,403 | 7,123 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 164,767 | 6,938 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 164,482 | 6,926 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 169,328 | 6,715 | 0.51% | 0.64% | 105 | -38,203 | -18.41% | Q3 2026 | Oct 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 153,610 | 6,480 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 152,467 | 6,420 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WINSLOW ASSET MANAGEMENT INC | History | No change | 152,195 | 6,409 | 1.11% | 1.11% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TORONTO DOMINION BANK | History | No change | 149,830 | 6,309 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 147,200 | 6,198 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 146,777 | 6,180 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 144,874 | 6,100 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 142,116 | 5,984 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 141,100 | 5,941 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 140,100 | 5,899 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 134,461 | 5,662 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 133,608 | 5,626 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 132,429 | 5,576 | 0.12% | 0.12% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 131,163 | 5,523 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DANSKE BANK A/S | History | No change | 127,809 | 5,382 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 127,529 | 5,370 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 124,417 | 5,239 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 120,611 | 5,078 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 119,737 | 5,042 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sound Income Strategies, LLC | History | Added to | 129,024 | 4,953 | 0.22% | 0.24% | 125 | +2,290 | 1.81% | Q3 2026 | Oct 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 115,531 | 4,865 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 115,263 | 4,853 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Treasurer of the State of North Carolina | History | No change | 113,032 | 4,760 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Added to | 117,712 | 4,668 | 0.03% | 0.03% | 129 | +2,716 | 2.36% | Q3 2026 | Oct 23, 2026 |
| CAZ INVESTMENTS LP | History | No change | 106,000 | 4,463 | 1.86% | 1.86% | 130 | 0 | 0.0% | Q2 2026 | Nov 04, 2026 |
| Kerusso Capital Management LLC | History | Added to | 109,768 | 4,353 | 1.42% | 1.53% | 131 | +10,093 | 10.13% | Q3 2026 | Oct 27, 2026 |
| STEPHENS INC /AR/ | History | No change | 102,737 | 4,326 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 100,869 | 4,247 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 100,067 | 4,213 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 99,946 | 4,208 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 99,700 | 4,198 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Man Group plc | History | No change | 97,720 | 4,114 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 95,724 | 4,031 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 94,635 | 3,985 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 100,255 | 3,976 | 0.0% | 0.0% | 140 | +3,479 | 3.59% | Q3 2026 | Nov 03, 2026 |
| AVIVA PLC | History | No change | 93,656 | 3,943 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 97,586 | 3,870 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 97,469 | 3,865 | 0.01% | 0.01% | 143 | -1,493 | -1.51% | Q3 2026 | Oct 27, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 90,790 | 3,823 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 96,111 | 3,811 | 0.04% | 0.04% | 145 | -165 | -0.17% | Q3 2026 | Oct 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 85,928 | 3,618 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 88,951 | 3,600 | 0.01% | 0.01% | 147 | +24,662 | 38.36% | Q3 2026 | Oct 16, 2026 |
| Cetera Investment Advisers | History | No change | 81,588 | 3,435 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 85,092 | 3,374 | 0.0% | 0.01% | 149 | -179,140 | -67.8% | Q3 2026 | Oct 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 80,080 | 3,373 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 77,854 | 3,278 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | No change | 77,628 | 3,268 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 81,676 | 3,239 | 0.01% | 0.01% | 153 | +374 | 0.46% | Q3 2026 | Nov 05, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 76,390 | 3,216 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 75,647 | 3,185 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| one8zero8, LLC | History | No change | 74,130 | 3,121 | 0.62% | 0.62% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 78,300 | 3,105 | 0.05% | 0.05% | 157 | +2,500 | 3.3% | Q3 2026 | Oct 20, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 69,192 | 2,894 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Handelsbanken Fonder AB | History | No change | 68,200 | 2,872 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Arizona State Retirement System | History | Reduced | 71,278 | 2,826 | 0.01% | 0.02% | 160 | -3,797 | -5.06% | Q3 2026 | Nov 03, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 71,008 | 2,816 | 0.03% | 0.03% | 161 | -3,197 | -4.31% | Q3 2026 | Oct 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 63,665 | 2,680 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | New | 66,407 | 2,633 | 0.0% | — | 163 | +66,407 | New | Q3 2026 | Nov 05, 2026 |
| IFM Investors Pty Ltd | History | Added to | 64,119 | 2,542 | 0.02% | 0.02% | 164 | +2,200 | 3.55% | Q3 2026 | Oct 13, 2026 |
| KBC Group NV | History | Reduced | 63,829 | 2,531 | 0.01% | 0.01% | 165 | -116 | -0.18% | Q3 2026 | Oct 22, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 62,940 | 2,496 | 0.01% | 0.01% | 166 | +891 | 1.44% | Q3 2026 | Nov 03, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Added to | 62,717 | 2,487 | 0.54% | 0.53% | 167 | +745 | 1.2% | Q3 2026 | Oct 13, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 62,005 | 2,459 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 58,359 | 2,457 | 0.07% | 0.07% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 58,302 | 2,455 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 61,900 | 2,454 | 0.01% | 0.01% | 171 | +1,300 | 2.15% | Q3 2026 | Oct 27, 2026 |
| GFG Capital, LLC | History | Added to | 60,036 | 2,381 | 0.62% | 0.6% | 172 | +8,094 | 15.58% | Q3 2026 | Oct 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 57,784 | 2,292 | 0.0% | 0.0% | 173 | +229 | 0.4% | Q3 2026 | Nov 05, 2026 |
| Buckland Partners Management Co LLC | History | No change | 54,400 | 2,290 | 1.12% | 1.12% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | Reduced | 57,321 | 2,273 | 0.01% | 0.02% | 175 | -17,515 | -23.4% | Q3 2026 | Oct 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 53,861 | 2,268 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 53,800 | 2,266 | 0.06% | 0.06% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 54,652 | 2,167 | 0.02% | 0.02% | 178 | +1,100 | 2.05% | Q3 2026 | Oct 29, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 49,352 | 2,078 | 0.13% | 0.13% | 179 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | No change | 49,195 | 2,071 | 0.13% | 0.13% | 180 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Added to | 42,144 | 2,045 | 0.04% | 0.01% | 181 | +32,543 | 338.95% | Q3 2026 | Oct 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 51,452 | 2,040 | 0.0% | 0.0% | 182 | +1,498 | 3.0% | Q3 2026 | Nov 02, 2026 |
| Vontobel Holding Ltd. | History | Added to | 51,213 | 2,031 | 0.01% | 0.01% | 183 | +1,369 | 2.75% | Q3 2026 | Oct 16, 2026 |
| Corient Private Wealth LP | History | No change | 47,904 | 2,017 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 47,805 | 2,013 | 0.05% | 0.05% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 49,928 | 2,000 | 0.0% | 0.0% | 186 | +7,905 | 18.81% | Q3 2026 | Oct 27, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 46,871 | 1,973 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VCI Wealth Management LLC | History | New | 49,278 | 1,954 | 0.47% | — | 188 | +49,278 | New | Q3 2026 | Oct 29, 2026 |
| SEB Asset Management AB | History | Reduced | 48,807 | 1,935 | 0.01% | 0.01% | 189 | -6,605 | -11.92% | Q3 2026 | Nov 04, 2026 |
| HighTower Advisors, LLC | History | No change | 45,719 | 1,925 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 44,061 | 1,855 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 43,381 | 1,820 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gotham Asset Management, LLC | History | No change | 43,139 | 1,816 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Reduced | 45,631 | 1,809 | 0.01% | 0.01% | 194 | -1,229 | -2.62% | Q3 2026 | Nov 03, 2026 |
| LBP AM SA | History | No change | 41,398 | 1,743 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TWINBEECH CAPITAL LP | History | No change | 41,385 | 1,742 | 0.32% | 0.32% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 41,367 | 1,724 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Utah Retirement Systems | History | No change | 40,267 | 1,695 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLER VALUE PARTNERS, LLC | History | No change | 40,000 | 1,684 | 0.4% | 0.4% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 39,273 | 1,653 | 0.09% | 0.09% | 200 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | No change | 39,248 | 1,652 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIRIOS CAPITAL MANAGEMENT L P | History | No change | 37,123 | 1,563 | 0.19% | 0.19% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 37,073 | 1,561 | 0.01% | 0.01% | 203 | 0 | 0.0% | 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 | No change | 35,987 | 1,515 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 37,630 | 1,492 | 0.01% | 0.01% | 206 | +7,964 | 26.85% | Q3 2026 | Nov 03, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 35,295 | 1,486 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 34,974 | 1,472 | 0.06% | 0.06% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 34,667 | 1,459 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 33,903 | 1,428 | 0.12% | 0.12% | 210 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Qsemble Capital Management, LP | History | No change | 32,140 | 1,353 | 0.17% | 0.17% | 211 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | No change | 31,894 | 1,343 | 0.48% | 0.48% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 31,616 | 1,331 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 31,479 | 1,325 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sierra Capital LLC | History | No change | 31,365 | 1,320 | 0.13% | 0.13% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 31,242 | 1,315 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| OP Asset Management Ltd | History | Added to | 31,670 | 1,256 | 0.01% | 0.01% | 217 | +1,138 | 3.73% | Q3 2026 | Nov 05, 2026 |
| ALLSTATE CORP | History | No change | 29,476 | 1,241 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | No change | 29,373 | 1,236 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacer Advisors, Inc. | History | No change | 29,182 | 1,229 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Trust Co | History | No change | 29,133 | 1,226 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Advisors Asset Management, Inc. | History | No change | 28,780 | 1,211 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 28,640 | 1,206 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 27,631 | 1,163 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cercano Management LLC | History | No change | 27,589 | 1,161 | 0.15% | 0.15% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 30,062 | 1,154 | 0.0% | 0.0% | 226 | +2,483 | 9.0% | Q3 2026 | Oct 13, 2026 |
| HRT FINANCIAL LP | History | No change | 27,287 | 1,149 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 27,104 | 1,074 | 0.01% | 0.01% | 228 | +4,251 | 18.6% | Q3 2026 | Oct 23, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 25,763 | 1,072 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Swedbank AB | History | No change | 26,842 | 1,064 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 24,838 | 1,045 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avanza Fonder AB | History | No change | 26,357 | 1,045 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 26,065 | 1,033 | 0.01% | 0.01% | 233 | +983 | 3.92% | Q3 2026 | Oct 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 25,851 | 1,025 | 0.0% | 0.0% | 234 | -386 | -1.47% | Q3 2026 | Oct 30, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 25,810 | 1,023 | 0.29% | 0.32% | 235 | -36 | -0.14% | Q3 2026 | Oct 19, 2026 |
| GROUP ONE TRADING LLC | History | No change | 23,952 | 1,008 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 25,273 | 1,002 | 0.0% | 0.0% | 237 | +600 | 2.43% | Q3 2026 | Oct 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 24,981 | 990 | 0.01% | 0.01% | 238 | -414 | -1.63% | Q3 2026 | Oct 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 24,969 | 990 | 0.09% | 0.09% | 239 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Creative Planning | History | Added to | 24,707 | 979 | 0.0% | 0.0% | 240 | +2,374 | 10.63% | Q3 2026 | Nov 02, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 24,622 | 976 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 25,853 | 963 | 0.15% | 0.18% | 242 | -55 | -0.21% | Q3 2026 | Nov 03, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 24,272 | 962 | 0.08% | 0.06% | 243 | +6,432 | 36.05% | Q3 2026 | Oct 06, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | Added to | 24,259 | 962 | 0.03% | 0.03% | 244 | +4,993 | 25.92% | Q3 2026 | Oct 26, 2026 |
| NewEdge Advisors, LLC | History | No change | 22,792 | 959 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREDIT AGRICOLE S A | History | No change | 22,577 | 950 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop Holdings Inc. | History | No change | 22,531 | 948 | 0.07% | 0.07% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 22,169 | 933 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 21,872 | 921 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stiles Financial Services Inc | History | Added to | 23,067 | 914 | 0.23% | 0.17% | 250 | +6,930 | 42.94% | Q3 2026 | Oct 29, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 21,423 | 902 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 21,093 | 888 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 19,151 | 882 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 45,216 | 872 | 0.02% | 0.02% | 254 | -328 | -0.72% | Q3 2026 | Oct 22, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 21,748 | 862 | 0.0% | 0.0% | 255 | +1,400 | 6.88% | Q3 2026 | Oct 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 20,306 | 855 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 20,098 | 846 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | History | No change | 20,111 | 846 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 18,752 | 789 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Carson Advisory Inc. | History | No change | 18,526 | 780 | 0.36% | 0.36% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brummer Multi-Strategy AB | History | New | 19,663 | 779 | 5.06% | — | 261 | +19,663 | New | Q3 2026 | Oct 27, 2026 |
| Arax Advisory Partners | History | No change | 18,419 | 775 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Saudi Central Bank | History | No change | 18,330 | 771 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 18,241 | 768 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 18,042 | 759 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 19,060 | 755 | 0.01% | 0.0% | 266 | +13,697 | 255.4% | Q3 2026 | Oct 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 17,893 | 753 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 17,843 | 751 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jupiter Topco LLC | History | No change | 17,173 | 723 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 18,200 | 722 | 0.0% | 0.0% | 270 | -509 | -2.72% | Q3 2026 | Nov 02, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 18,103 | 718 | 0.09% | 0.16% | 271 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| FEDERATED HERMES, INC. | History | No change | 17,041 | 717 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Winthrop Partners - WNY, LLC | History | No change | 16,936 | 713 | 0.35% | 0.35% | 273 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gulf International Bank (UK) Ltd | History | No change | 17,961 | 712 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 16,835 | 708 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Investment Management Corp of Ontario | History | No change | 16,715 | 703 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 16,658 | 701 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 17,425 | 691 | 0.01% | 0.01% | 279 | -6,544 | -27.3% | Q3 2026 | Oct 30, 2026 |
| WESBANCO BANK INC | History | Reduced | 17,430 | 691 | 0.02% | 0.02% | 278 | -3,923 | -18.37% | Q3 2026 | Nov 04, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 16,382 | 689 | 0.09% | 0.09% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORA Capital, LLC | History | No change | 16,129 | 679 | 0.05% | 0.05% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 16,969 | 673 | 0.0% | 0.0% | 282 | +1,903 | 12.63% | Q3 2026 | Oct 30, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 15,943 | 671 | 0.23% | 0.23% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| National Pension Service | History | No change | 15,875 | 668 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Achmea Investment Management B.V. | History | New | 16,541 | 656 | 0.01% | — | 285 | +16,541 | New | Q3 2026 | Oct 30, 2026 |
| Sagewood Asset Management LP | History | No change | 15,350 | 646 | 0.15% | 0.15% | 286 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 15,254 | 642 | 0.04% | 0.04% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Siemens Fonds Invest GmbH | History | No change | 15,173 | 638 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 15,078 | 634 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 15,715 | 623 | 0.05% | 0.07% | 290 | -2,325 | -12.89% | Q3 2026 | Nov 03, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 15,720 | 623 | 0.04% | 0.04% | 291 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Waverly Advisors, LLC | History | No change | 14,811 | 623 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Asset Management Inc | History | Added to | 15,620 | 619 | 0.0% | 0.0% | 293 | +127 | 0.82% | Q3 2026 | Nov 05, 2026 |
| Guinness Asset Management LTD | History | Added to | 15,309 | 607 | 0.01% | 0.01% | 294 | +2,166 | 16.48% | Q3 2026 | Nov 05, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 15,680 | 605 | 0.01% | 0.04% | 295 | -30,960 | -66.38% | Q3 2026 | Oct 26, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 14,377 | 605 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 15,143 | 600 | 0.01% | 0.02% | 297 | -24,669 | -61.96% | Q3 2026 | Oct 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 14,755 | 585 | 0.02% | 0.01% | 298 | +4,433 | 42.95% | Q3 2026 | Oct 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 13,694 | 576 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 13,486 | 567 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stablepoint Partners, LLC | History | No change | 14,177 | 562 | 0.08% | 0.08% | 301 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 13,216 | 556 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 13,208 | 556 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,101 | 551 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 13,102 | 551 | 0.07% | 0.07% | 305 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EntryPoint Capital, LLC | History | No change | 13,106 | 551 | 0.13% | 0.13% | 306 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 13,859 | 549 | 0.0% | 0.0% | 307 | +776 | 5.93% | Q3 2026 | Oct 23, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Reduced | 13,719 | 544 | 0.0% | 0.01% | 308 | -955 | -6.51% | Q3 2026 | Oct 21, 2026 |
| Zhang Financial LLC | History | No change | 12,734 | 536 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 12,250 | 515 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 12,638 | 512 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterneck Capital Management, LLC | History | No change | 12,144 | 511 | 0.22% | 0.22% | 312 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FJ Capital Management LLC | History | No change | 12,149 | 511 | 0.07% | 0.07% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 11,943 | 502 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 12,648 | 502 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 11,867 | 499 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | No change | 11,829 | 498 | 0.16% | 0.16% | 317 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,473 | 494 | 0.0% | 0.0% | 318 | +3,080 | 32.79% | Q3 2026 | Nov 02, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 11,212 | 472 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 11,020 | 464 | 0.06% | 0.06% | 320 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 10,997 | 463 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McGowan Group Asset Management, Inc. | History | No change | 10,962 | 461 | 0.06% | 0.06% | 322 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | Added to | 11,316 | 448 | 0.02% | 0.03% | 323 | +135 | 1.21% | Q3 2026 | Oct 27, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 11,287 | 447 | 0.17% | 0.17% | 324 | +316 | 2.88% | Q3 2026 | Oct 15, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 10,492 | 441 | 0.07% | 0.07% | 325 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 10,372 | 436 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 11,000 | 436 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| PEAK6 LLC | History | No change | 10,030 | 422 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,615 | 421 | 0.0% | 0.0% | 329 | +2,500 | 30.81% | Q3 2026 | Oct 08, 2026 |
| Atria Investments, Inc | History | Reduced | 10,571 | 419 | 0.0% | 0.0% | 330 | -1,253 | -10.6% | Q3 2026 | Oct 15, 2026 |
| AlphaGrep UK Ltd | History | No change | 9,872 | 415 | 0.12% | 0.12% | 331 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 10,413 | 412 | 0.03% | 0.03% | 332 | -956 | -8.41% | Q3 2026 | Oct 08, 2026 |
| UniSuper Management Pty Ltd | History | Added to | 10,376 | 411 | 0.0% | 0.0% | 333 | +4,000 | 62.74% | Q3 2026 | Oct 26, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 10,362 | 410 | 0.04% | 0.04% | 334 | -93 | -0.89% | Q3 2026 | Oct 19, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 9,621 | 405 | 0.25% | 0.25% | 335 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 10,039 | 398 | 0.07% | 0.08% | 336 | +2 | 0.02% | Q3 2026 | Nov 03, 2026 |
| ProShare Advisors LLC | History | Reduced | 10,021 | 397 | 0.0% | 0.0% | 337 | -201 | -1.97% | Q3 2026 | Oct 28, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 9,400 | 395 | 0.04% | 0.04% | 338 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 9,899 | 392 | 0.0% | 0.0% | 339 | +3,534 | 55.52% | Q3 2026 | Oct 30, 2026 |
| Brevan Howard Capital Management LP | History | No change | 9,206 | 387 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 9,046 | 380 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALPS ADVISORS INC | History | Reduced | 9,541 | 378 | 0.0% | 0.0% | 342 | -75 | -0.78% | Q3 2026 | Nov 02, 2026 |
| Fiduciary Group, LLC | History | No change | 9,000 | 378 | 0.03% | 0.03% | 343 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 8,885 | 374 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fulcrum Asset Management LLP | History | New | 9,132 | 362 | 0.02% | — | 345 | +9,132 | New | Q3 2026 | Nov 04, 2026 |
| Vident Advisory, LLC | History | No change | 8,555 | 360 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 8,401 | 353 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leonteq Securities AG | History | Added to | 8,690 | 344 | 0.01% | 0.01% | 349 | +889 | 11.4% | Q3 2026 | Oct 29, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 8,182 | 344 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 8,615 | 341 | 0.01% | 0.01% | 351 | +837 | 10.76% | Q3 2026 | Oct 08, 2026 |
| E&G Advisors, LLC | History | No change | 8,600 | 341 | 0.07% | 0.07% | 350 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 8,029 | 339 | 0.02% | 0.02% | 352 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 8,419 | 333 | 0.01% | 0.02% | 354 | -7,412 | -46.82% | Q3 2026 | Nov 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 8,404 | 333 | 0.0% | 0.0% | 353 | -918 | -9.85% | Q3 2026 | Oct 26, 2026 |
| Merit Financial Group, LLC | History | No change | 7,827 | 329 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,794 | 328 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Magnetar Financial LLC | History | No change | 7,721 | 325 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Segment Wealth Management, LLC | History | No change | 8,200 | 325 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | New | 8,162 | 323 | 0.02% | — | 360 | +8,162 | New | Q3 2026 | Oct 14, 2026 |
| OSTRUM ASSET MANAGEMENT | History | No change | 7,682 | 323 | 0.02% | 0.02% | 359 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Dakota State Investment Board | History | Added to | 8,127 | 322 | 0.01% | 0.01% | 361 | +349 | 4.49% | Q3 2026 | Oct 27, 2026 |
| Krilogy Financial LLC | History | Added to | 8,400 | 321 | 0.01% | 0.01% | 362 | +2,702 | 47.42% | Q3 2026 | Oct 13, 2026 |
| Atom Investors LP | History | No change | 7,571 | 318 | 0.03% | 0.03% | 363 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INCEPTIONR LLC | History | No change | 7,566 | 318 | 0.08% | 0.08% | 364 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EdgeRock Capital LLC | History | Added to | 8,018 | 317 | 0.07% | 0.08% | 365 | +31 | 0.39% | Q3 2026 | Nov 03, 2026 |
| Glenview Trust Co | History | No change | 7,680 | 304 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Bridgefront Capital, LLC | History | No change | 7,234 | 304 | 0.08% | 0.08% | 367 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 7,549 | 299 | 0.03% | 0.04% | 368 | -1,191 | -13.63% | Q3 2026 | Oct 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 7,526 | 298 | 0.0% | — | 369 | +7,526 | New | Q3 2026 | Oct 21, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Reduced | 7,452 | 295 | 0.02% | 0.25% | 370 | -92,271 | -92.53% | Q3 2026 | Oct 30, 2026 |
| Keebeck Wealth Management | History | No change | 6,955 | 292 | 0.03% | 0.03% | 371 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFSG, LLC | History | Added to | 7,345 | 291 | 0.03% | 0.03% | 372 | +594 | 8.8% | Q3 2026 | Oct 30, 2026 |
| Summit Financial, LLC | History | No change | 6,761 | 284 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 7,118 | 282 | 0.01% | 0.02% | 376 | -164 | -2.25% | Q3 2026 | Oct 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 6,707 | 282 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,715 | 282 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Principle Wealth Partners LLC | History | No change | 7,131 | 282 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 7,080 | 280 | 0.01% | 0.01% | 378 | -70 | -0.98% | Q3 2026 | Oct 22, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 6,595 | 277 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | No change | 6,513 | 274 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 6,904 | 273 | 0.0% | 0.0% | 381 | +283 | 4.27% | Q3 2026 | Oct 28, 2026 |
| PensionDanmark Pensionsforsikringsaktieselskab | History | No change | 6,800 | 269 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| PFG Investments, LLC | History | No change | 6,391 | 269 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CSM Advisors, LLC | History | No change | 6,280 | 265 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Reduced | 6,375 | 255 | 0.13% | 0.14% | 387 | -379 | -5.61% | Q3 2026 | Oct 19, 2026 |
| Legato Capital Management LLC | History | No change | 6,061 | 255 | 0.02% | 0.02% | 385 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triangle Securities Wealth Management | History | No change | 6,430 | 255 | 0.05% | 0.05% | 386 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 6,349 | 251 | 0.01% | 0.02% | 388 | +77 | 1.23% | Q3 2026 | Oct 26, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 6,314 | 250 | 0.0% | — | 389 | +6,314 | New | Q3 2026 | Oct 21, 2026 |
| EQUITABLE TRUST CO | History | No change | 6,235 | 247 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Twin Tree Management, LP | History | No change | 5,885 | 247 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | Added to | 6,211 | 246 | 0.0% | 0.0% | 392 | +1,089 | 21.26% | Q3 2026 | Nov 04, 2026 |
| Osmosis Investment Management UK Ltd | History | No change | 5,752 | 242 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pallas Capital Advisors LLC | History | No change | 5,763 | 242 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ethic Inc. | History | New | 6,094 | 241 | 0.0% | — | 395 | +6,094 | New | Q3 2026 | Nov 03, 2026 |
| Wedmont Private Capital | History | Reduced | 6,169 | 236 | 0.01% | 0.01% | 396 | -1,264 | -17.01% | Q3 2026 | Oct 09, 2026 |
| Prentice Wealth Management LLC | History | Added to | 5,936 | 235 | 0.05% | 0.05% | 398 | +37 | 0.63% | Q3 2026 | Oct 20, 2026 |
| Pictet North America Advisors SA | History | No change | 5,950 | 235 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Visionary Wealth Advisors | History | Added to | 5,811 | 230 | 0.01% | 0.01% | 401 | +2 | 0.03% | Q3 2026 | Nov 04, 2026 |
| 1832 Asset Management L.P. | History | No change | 5,485 | 230 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 5,466 | 230 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,383 | 226 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 5,305 | 223 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q2 2026 | Oct 20, 2026 |
| Whetstone Capital Advisors, LLC | History | No change | 5,312 | 223 | 0.06% | 0.06% | 404 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,288 | 222 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| OSSIAM | History | No change | 5,278 | 222 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 5,254 | 221 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Westbourne Investment Advisors, Inc. | History | No change | 5,450 | 216 | 0.06% | 0.06% | 408 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Calydon Capital | History | No change | 5,035 | 212 | 0.03% | 0.03% | 409 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 4,985 | 209 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 5,244 | 207 | 0.0% | 0.0% | 411 | +16 | 0.31% | Q3 2026 | Oct 15, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 5,614 | 206 | 0.0% | 0.0% | 413 | -602 | -9.68% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 5,614 | 206 | 0.0% | 0.0% | 414 | -602 | -9.68% | Q3 2026 | Oct 20, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 5,206 | 206 | 0.01% | 0.01% | 412 | -36 | -0.69% | Q3 2026 | Oct 28, 2026 |
| Larson Financial Group LLC | History | Added to | 5,076 | 201 | 0.0% | 0.0% | 415 | +1,409 | 38.42% | Q3 2026 | Nov 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 5,008 | 198 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Vestcor Inc | History | No change | 4,543 | 191 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 4,520 | 190 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,374 | 184 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 4,406 | 174 | 0.05% | 0.05% | 420 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| MACQUARIE GROUP LTD | History | No change | 4,123 | 173 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,875 | 163 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 4,087 | 162 | 0.0% | 0.0% | 423 | -247 | -5.7% | Q3 2026 | Oct 28, 2026 |
| Stelac Advisory Services LLC | History | No change | 3,590 | 151 | 0.03% | 0.03% | 424 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UMB Bank, n.a. | History | No change | 3,557 | 149 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Reduced | 3,645 | 144 | 0.0% | 0.0% | 426 | -1,950 | -34.85% | Q3 2026 | Oct 30, 2026 |
| Hamilton Capital Partners Inc. | History | No change | 3,365 | 141 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 3,312 | 139 | 0.1% | 0.1% | 428 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,030 | 127 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,171 | 125 | 0.0% | 0.0% | 430 | +67 | 2.16% | Q3 2026 | Oct 20, 2026 |
| Towne Trust Company, N.A | History | No change | 3,000 | 118 | 0.03% | 0.04% | 431 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Added to | 2,797 | 110 | 0.01% | 0.01% | 432 | +591 | 26.79% | Q3 2026 | Nov 03, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 2,717 | 107 | 0.01% | — | 433 | +2,717 | New | Q3 2026 | Oct 30, 2026 |
| Western Pacific Wealth Management, LP | History | Added to | 2,665 | 105 | 0.09% | 0.09% | 434 | +187 | 7.55% | Q3 2026 | Oct 16, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 2,550 | 101 | 0.02% | 0.03% | 435 | -1,000 | -28.17% | Q3 2026 | Oct 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 2,397 | 100 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 2,186 | 92 | 0.02% | 0.02% | 437 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower View Wealth Management LLC | History | Reduced | 2,037 | 80 | 0.03% | 0.04% | 438 | -254 | -11.09% | Q3 2026 | Oct 23, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,888 | 79 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIL Ltd | History | No change | 1,737 | 73 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 1,850 | 73 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| NATIXIS | History | No change | 1,708 | 71 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | No change | 1,700 | 67 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Bogart Wealth, LLC | History | No change | 1,587 | 66 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,584 | 62 | 0.01% | 0.01% | 445 | -27 | -1.68% | Q3 2026 | Oct 27, 2026 |
| Heritage Family Offices, LLP | History | New | 1,534 | 60 | 0.02% | — | 446 | +1,534 | New | Q3 2026 | Nov 02, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,471 | 58 | 0.0% | 0.0% | 448 | +3 | 0.2% | Q3 2026 | Nov 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,394 | 58 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 1,400 | 58 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,378 | 58 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Added to | 1,408 | 55 | 0.03% | 0.02% | 451 | +411 | 41.22% | Q3 2026 | Oct 14, 2026 |
| Gold Investment Management Ltd. | History | No change | 1,382 | 54 | 0.02% | 0.02% | 452 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,294 | 52 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CVA Family Office, LLC | History | No change | 1,230 | 51 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LRI Investments, LLC | History | No change | 1,218 | 51 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Compass Wealth Management LLC | History | New | 1,215 | 48 | 0.01% | — | 457 | +1,215 | New | Q3 2026 | Oct 22, 2026 |
| BESSEMER GROUP INC | History | No change | 1,152 | 48 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,186 | 47 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,168 | 46 | 0.0% | 0.0% | 459 | -82 | -6.56% | Q3 2026 | Nov 04, 2026 |
| ALLIANZ SE | History | No change | 1,090 | 45 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nova Financial LLC | History | New | 1,050 | 41 | 0.02% | — | 463 | +1,050 | New | Q3 2026 | Nov 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,048 | 41 | 0.0% | 0.0% | 461 | +86 | 8.94% | Q3 2026 | Oct 05, 2026 |
| Community Bank, N.A. | History | No change | 978 | 41 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 1,031 | 40 | 0.0% | 0.0% | 464 | +151 | 17.16% | Q3 2026 | Oct 16, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,000 | 39 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Allworth Financial LP | History | No change | 843 | 35 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 864 | 34 | 0.0% | 0.01% | 467 | -656 | -43.16% | Q3 2026 | Oct 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 813 | 34 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 811 | 34 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 722 | 30 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 738 | 29 | 0.0% | 0.01% | 471 | -12,468 | -94.41% | Q3 2026 | Oct 28, 2026 |
| Oakworth Capital, Inc. | History | Added to | 726 | 28 | 0.0% | 0.0% | 472 | +18 | 2.54% | Q3 2026 | Oct 26, 2026 |
| MOTCO | History | No change | 648 | 27 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 660 | 27 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Main Street Group, LTD | History | Added to | 660 | 26 | 0.01% | 0.01% | 475 | +92 | 16.2% | Q3 2026 | Oct 28, 2026 |
| CENTRAL TRUST Co | History | No change | 600 | 25 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Root Financial Partners, LLC | History | New | 609 | 24 | 0.0% | — | 477 | +609 | New | Q3 2026 | Oct 21, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 550 | 23 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Golden State Wealth Management, LLC | History | No change | 600 | 23 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 584 | 23 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 601 | 23 | 0.02% | 0.02% | 481 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 561 | 22 | 0.0% | 0.0% | 482 | +264 | 88.89% | Q3 2026 | Oct 15, 2026 |
| CX Institutional | History | Added to | 525 | 21 | 0.0% | 0.0% | 484 | +383 | 269.72% | Q3 2026 | Oct 02, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 533 | 21 | 0.0% | 0.0% | 483 | -37 | -6.49% | Q3 2026 | Oct 20, 2026 |
| Intesa Sanpaolo Wealth Management | History | No change | 500 | 19 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| High Note Wealth, LLC | History | Added to | 462 | 18 | 0.0% | 0.0% | 486 | +154 | 50.0% | Q3 2026 | Oct 27, 2026 |
| EFG International AG | History | No change | 398 | 16 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 340 | 13 | 0.01% | 0.01% | 488 | -28 | -7.61% | Q3 2026 | Oct 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 321 | 12 | 0.0% | 0.0% | 490 | +288 | 872.73% | Q3 2026 | Oct 01, 2026 |
| S&T BANK/PA | History | No change | 294 | 12 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TSFG, LLC | History | No change | 300 | 12 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BFC Planning, Inc. | History | No change | 290 | 12 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 277 | 10 | 0.0% | 0.0% | 495 | -25 | -8.28% | Q3 2026 | Oct 14, 2026 |
| Darwin Wealth Management, LLC | History | No change | 245 | 10 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clearstead Trust, LLC | History | No change | 250 | 10 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 255 | 10 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 229 | 9 | 0.0% | 0.02% | 497 | -2,818 | -92.48% | Q3 2026 | Oct 29, 2026 |
| Global X Japan Co., Ltd. | History | Reduced | 240 | 9 | 0.0% | 0.0% | 499 | -207 | -46.31% | Q3 2026 | Oct 21, 2026 |
| True Wealth Design, LLC | History | Added to | 239 | 9 | 0.0% | 0.0% | 498 | +199 | 497.5% | Q3 2026 | Oct 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 220 | 8 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 200 | 8 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Align Financial, LLC | History | No change | 202 | 8 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 195 | 7 | 0.0% | — | 504 | +195 | New | Q3 2026 | Oct 16, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 179 | 7 | 0.0% | 0.0% | 503 | +10 | 5.92% | Q3 2026 | Nov 03, 2026 |
| UMB Private Wealth Management, LLC | History | New | 158 | 6 | 0.01% | — | 510 | +158 | New | Q3 2026 | Oct 19, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 164 | 6 | 0.0% | 0.0% | 506 | -63 | -27.75% | Q3 2026 | Oct 27, 2026 |
| Covestor Ltd | History | Reduced | 163 | 6 | 0.0% | 0.0% | 507 | -31 | -15.98% | Q3 2026 | Oct 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 156 | 6 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Colonial Trust Co / SC | History | No change | 144 | 6 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 151 | 6 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Latitude Advisors, LLC | History | New | 137 | 5 | 0.0% | — | 520 | +137 | New | Q3 2026 | Oct 27, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 126 | 5 | 0.0% | — | 521 | +126 | New | Q3 2026 | Oct 27, 2026 |
| Rossby Financial, LCC | History | Added to | 128 | 5 | 0.0% | 0.0% | 518 | +38 | 42.22% | Q3 2026 | Nov 05, 2026 |
| Blue Trust, Inc. | History | Added to | 134 | 5 | 0.0% | 0.0% | 513 | +16 | 13.56% | Q3 2026 | Oct 15, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 133 | 5 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | No change | 130 | 5 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 140 | 5 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 138 | 5 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 140 | 5 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 138 | 5 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 101 | 4 | 0.0% | 0.0% | 524 | -6 | -5.61% | Q3 2026 | Nov 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 116 | 4 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Colonial Trust Advisors | History | No change | 100 | 4 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 74 | 3 | 0.0% | 0.0% | 525 | -325 | -81.45% | Q3 2026 | Oct 27, 2026 |
| KFG LLC | History | New | 100 | 3 | 0.0% | — | 533 | +100 | New | Q3 2026 | Nov 02, 2026 |
| Elyxium Wealth, LLC | History | New | 87 | 3 | 0.0% | — | 532 | +87 | New | Q3 2026 | Oct 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 83 | 3 | 0.0% | 0.0% | 527 | +26 | 45.61% | Q3 2026 | Oct 26, 2026 |
| Cromwell Holdings LLC | History | Added to | 86 | 3 | 0.0% | 0.0% | 528 | +25 | 40.98% | Q3 2026 | Oct 28, 2026 |
| Avion Wealth | History | Added to | 84 | 3 | 0.0% | 0.0% | 526 | +13 | 18.31% | Q3 2026 | Nov 03, 2026 |
| Quarry LP | History | No change | 86 | 3 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitlin John, LLC | History | No change | 83 | 3 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Clark Wealth Partners | History | No change | 98 | 3 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 62 | 2 | 0.0% | 0.01% | 538 | -709 | -91.96% | Q3 2026 | Oct 13, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 109 | 2 | 0.0% | 0.0% | 539 | +55 | 101.85% | Q3 2026 | Oct 19, 2026 |
| FIRST HORIZON CORP | History | Reduced | 60 | 2 | 0.0% | 0.0% | 535 | -42 | -41.18% | Q3 2026 | Oct 26, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 69 | 2 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SHP Wealth Management | History | No change | 48 | 2 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Synergy Investment Management, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WPG Advisers, LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Bravera Wealth | History | No change | 48 | 2 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 49 | 1 | 0.0% | — | 546 | +39 | 390.0% | Q3 2026 | Nov 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 39 | 1 | 0.0% | — | 558 | +39 | New | Q3 2026 | Oct 09, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 43 | 1 | 0.0% | — | 549 | +31 | 258.33% | Q3 2026 | Oct 20, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 42 | 1 | 0.0% | 0.0% | 550 | -6 | -12.5% | Q3 2026 | Oct 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 48 | 1 | 0.0% | 0.0% | 548 | +1 | 2.13% | Q3 2026 | Nov 03, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 45 | 1 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| SouthState Bank Corp | History | No change | 44 | 1 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JNBA Financial Advisors | History | No change | 35 | 1 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| JPL Wealth Management, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 25 | 1 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Signature Equity Partners, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Benson Wealth Management INC | History | No change | 33 | 1 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Closed out | 0 | 0 | — | 1.53% | — | -238,500 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Wellington Shields Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -71,310 | -100.0% | Q3 2026 | Nov 03, 2026 |
| BANQUE PICTET & CIE SA | History | Closed out | 0 | 0 | — | 0.01% | — | -28,700 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,415 | -100.0% | Q3 2026 | Nov 04, 2026 |
| GARRISON BRADFORD & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 1.03% | — | -22,543 | -100.0% | Q3 2026 | Oct 27, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,251 | -100.0% | Q3 2026 | Nov 02, 2026 |
| TritonPoint Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,455 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Illinois Municipal Retirement Fund | History | Closed out | 0 | 0 | — | 0.0% | — | -10,068 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Portman Square Capital LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -7,000 | -100.0% | Q3 2026 | Oct 15, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,282 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -6,000 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Cypress Capital Group | History | Closed out | 0 | 0 | — | 0.02% | — | -5,018 | -100.0% | Q3 2026 | Nov 03, 2026 |
| KRS Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,950 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Tranquility Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,815 | -100.0% | Q3 2026 | Oct 20, 2026 |
| OSLO PENSJONSFORSIKRING AS | History | Closed out | 0 | 0 | — | 0.01% | — | -1,884 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Wellington Shields & Co., LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,773 | -100.0% | Q3 2026 | Nov 03, 2026 |
| TEMA ETFS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,263 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -430 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Axiom Investment Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q3 2026 | Nov 03, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -273 | -100.0% | Q3 2026 | Oct 21, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -251 | -100.0% | Q3 2026 | Oct 15, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -202 | -100.0% | Q3 2026 | Oct 15, 2026 |
| NVWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q3 2026 | Oct 26, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -83 | -94.32% | Q3 2026 | Oct 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -61 | -92.42% | Q3 2026 | Oct 27, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -24 | -68.57% | Q3 2026 | Oct 30, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Planning Strategies Inc. | History | Added to | 17 | 0 | — | — | — | +15 | 750.0% | Q3 2026 | Oct 02, 2026 |
| Key Capital Management, INC | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2026 | Nov 03, 2026 |
| Sunrise Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Burk Holdings LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Nov 04, 2026 |
| Breakwater Investment Management | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 20, 2026 |
| Mascoma Wealth Management LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Davis Capital Management | History | Reduced | 9 | 0 | — | — | — | -4 | -30.77% | Q3 2026 | Oct 08, 2026 |
| NFSG Corp | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 15, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 13, 2026 |
| James T. Borello RIA | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 16, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Nov 03, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 24 | 0 | — | 0.0% | — | -2 | -7.69% | Q3 2026 | Oct 23, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 9 | 0 | — | — | — | +2 | 28.57% | Q3 2026 | Oct 27, 2026 |
| American Capital Advisory, LLC | History | Reduced | 17 | 0 | — | — | — | -2 | -10.53% | Q3 2026 | Oct 28, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q3 2026 | Oct 29, 2026 |
| IFS Advisors, LLC | History | Added to | 24 | 0 | — | 0.0% | — | +1 | 4.35% | Q3 2026 | Oct 14, 2026 |
| PROFFITT & GOODSON INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 121 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Crewe Advisors LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quaker Wealth Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Quent Capital, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bare Financial Services, Inc | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 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% | Q2 2026 | Aug 11, 2026 |
| BIRCHBROOK, INC. | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Torren Management, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Cornerstone Financial Management LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 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% | Q3 2026 | Oct 15, 2026 |
| Highland Investment Advisors LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |