CITY HOLDING CO - CHCO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 2,037,326 | 270,230 | 0.0% | 0.0% | 1 | +9,070 | 0.45% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 957,629 | 127,019 | 0.01% | 0.01% | 2 | +1,501 | 0.16% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 765,095 | 101,482 | 0.0% | 0.0% | 3 | +69,543 | 10.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 632,471 | 83,890 | 0.0% | 0.0% | 4 | +17,433 | 2.83% | Q2 2026 | Aug 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 542,660 | 71,978 | 0.54% | 0.5% | 5 | -32,436 | -5.64% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 533,272 | 70,733 | 0.01% | 0.01% | 6 | +37,304 | 7.52% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 489,653 | 64,946 | 0.01% | 0.01% | 7 | +19,309 | 4.11% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 373,269 | 49,517 | 0.0% | 0.0% | 8 | +16,955 | 4.76% | Q2 2026 | Aug 12, 2026 |
| CITY HOLDING CO | History | Reduced | 240,368 | 31,882 | 3.6% | 3.75% | 9 | -10,843 | -4.32% | Q2 2026 | Jul 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 234,622 | 31,120 | 0.02% | 0.02% | 10 | -15,433 | -6.17% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 228,751 | 30,221 | 0.0% | 0.0% | 11 | -95 | -0.04% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 201,909 | 26,781 | 0.0% | 0.0% | 12 | +1,179 | 0.59% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 168,424 | 22,339 | 0.01% | 0.0% | 13 | +165,968 | 6757.65% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 162,086 | 21,499 | 0.0% | 0.0% | 14 | +8,926 | 5.83% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 128,113 | 16,992 | 0.01% | 0.01% | 15 | +29,642 | 30.1% | Q2 2026 | Aug 12, 2026 |
| BARR E S & CO | History | Reduced | 127,751 | 16,944 | 0.95% | 0.9% | 16 | -1,493 | -1.16% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 113,180 | 15,012 | 0.0% | 0.0% | 17 | -1,336 | -1.17% | Q2 2026 | Aug 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 106,738 | 14,157 | 0.23% | — | 18 | +106,738 | New | Q2 2026 | Jul 28, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 98,561 | 13,073 | 0.0% | 0.0% | 19 | +1,529 | 1.58% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 92,171 | 12,225 | 0.01% | 0.02% | 20 | -35,163 | -27.61% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 82,641 | 10,961 | 0.0% | 0.0% | 21 | +33,875 | 69.46% | Q2 2026 | Aug 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 81,884 | 10,861 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 79,052 | 10,485 | 0.0% | 0.0% | 23 | -14,748 | -15.72% | Q2 2026 | Aug 14, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 70,493 | 9,350 | 0.43% | 0.42% | 24 | -1,565 | -2.17% | Q2 2026 | Jul 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 68,738 | 9,117 | 0.0% | 0.0% | 25 | -1,524 | -2.17% | Q2 2026 | Aug 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 64,958 | 8,616 | 0.01% | 0.01% | 26 | +3,265 | 5.29% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 61,688 | 8,182 | 0.01% | 0.01% | 27 | +2 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Reduced | 60,963 | 8,086 | 0.0% | 0.0% | 28 | -2,065 | -3.28% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 51,458 | 6,825 | 0.0% | 0.0% | 29 | -8,161 | -13.69% | Q2 2026 | Sep 02, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 48,441 | 6,425 | 0.02% | 0.02% | 30 | -3,097 | -6.01% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 47,657 | 6,321 | 0.0% | 0.0% | 31 | +34,337 | 257.79% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 42,689 | 5,662 | 0.0% | 0.0% | 32 | -24,126 | -36.11% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 40,454 | 5,365 | 0.0% | 0.0% | 33 | +3,023 | 8.08% | Q2 2026 | Aug 11, 2026 |
| Numerai GP LLC | History | Added to | 40,234 | 5,336 | 0.44% | 0.19% | 34 | +24,003 | 147.88% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 40,067 | 5,314 | 0.0% | 0.0% | 35 | -35,791 | -47.18% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 36,680 | 4,865 | 0.0% | 0.0% | 36 | -4,472 | -10.87% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | Reduced | 34,566 | 4,584 | 0.0% | 0.0% | 37 | -129 | -0.37% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 33,671 | 4,466 | 0.0% | 0.0% | 38 | +6,314 | 23.08% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 31,520 | 4,180 | 0.0% | 0.0% | 39 | -6,501 | -17.1% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 30,900 | 4,098 | 0.0% | 0.0% | 40 | -600 | -1.9% | Q2 2026 | Aug 04, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 29,673 | 3,935 | 0.03% | 0.03% | 41 | +2,764 | 10.27% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 29,641 | 3,931 | 0.0% | 0.0% | 42 | +8,082 | 37.49% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Added to | 28,800 | 3,820 | 0.0% | 0.0% | 43 | +200 | 0.7% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | Added to | 28,457 | 3,774 | 0.01% | 0.02% | 44 | +105 | 0.37% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Added to | 26,827 | 3,558 | 0.01% | 0.0% | 45 | +20,304 | 311.27% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 25,495 | 3,382 | 0.03% | 0.03% | 46 | -289 | -1.12% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 25,456 | 3,377 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WINTON GROUP Ltd | History | Added to | 23,540 | 3,122 | 0.1% | 0.03% | 48 | +16,020 | 213.03% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 22,543 | 2,990 | 0.0% | 0.0% | 49 | -1,385 | -5.79% | Q2 2026 | Aug 14, 2026 |
| Polaris Capital Management, LLC | History | Added to | 22,295 | 2,957 | 0.28% | 0.19% | 50 | +3,200 | 16.76% | Q2 2026 | Jul 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 22,123 | 2,935 | 0.0% | 0.0% | 51 | +3,447 | 18.46% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 21,715 | 2,880 | 0.01% | 0.01% | 52 | +11 | 0.05% | Q2 2026 | Aug 17, 2026 |
| ALLSTATE CORP | History | Added to | 18,242 | 2,419 | 0.02% | 0.02% | 53 | +4,854 | 36.26% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 17,289 | 2,293 | 0.0% | 0.0% | 54 | +3,867 | 28.81% | Q2 2026 | Aug 24, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 17,054 | 2,262 | 0.0% | 0.0% | 55 | +4,658 | 37.58% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 16,955 | 2,248 | 0.0% | 0.0% | 56 | +11,788 | 228.14% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 16,697 | 2,214 | 0.0% | 0.0% | 57 | -69,900 | -80.72% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 16,671 | 2,211 | 0.0% | 0.0% | 58 | +1,412 | 9.25% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 16,429 | 2,180 | 0.0% | 0.0% | 59 | +5,132 | 45.43% | Q2 2026 | Aug 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 16,407 | 2,176 | 0.21% | 0.21% | 60 | +162 | 1.0% | Q2 2026 | Aug 05, 2026 |
| CITIGROUP INC | History | Added to | 16,143 | 2,141 | 0.0% | 0.0% | 61 | +5,303 | 48.92% | Q2 2026 | Aug 03, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 15,306 | 2,030 | 0.1% | 0.09% | 62 | +1,529 | 11.1% | Q2 2026 | Jul 28, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 15,292 | 2,028 | 0.0% | 0.0% | 63 | +1,621 | 11.86% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 16,400 | 1,960 | 0.0% | 0.0% | 64 | -460 | -2.73% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 14,470 | 1,919 | 0.0% | 0.0% | 65 | -305 | -2.06% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Reduced | 13,205 | 1,751 | 0.0% | 0.0% | 66 | -738 | -5.29% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 13,080 | 1,734 | 0.0% | 0.0% | 67 | +611 | 4.9% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | Added to | 12,874 | 1,707 | 0.02% | 0.02% | 68 | +3,840 | 42.51% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 12,824 | 1,700 | 0.01% | 0.01% | 69 | -12,504 | -49.37% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,564 | 1,668 | 0.0% | 0.0% | 70 | +1,554 | 14.11% | Q2 2026 | Jul 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 12,392 | 1,643 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nicholson Wealth Management Group, LLC | History | No change | 12,345 | 1,637 | 0.96% | 0.86% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 11,792 | 1,564 | 0.0% | 0.0% | 73 | +1,706 | 16.91% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | Added to | 11,770 | 1,561 | 0.0% | 0.0% | 74 | +409 | 3.6% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 11,520 | 1,528 | 0.0% | 0.0% | 75 | +4,619 | 66.93% | Q2 2026 | Aug 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 11,305 | 1,499 | 0.03% | — | 76 | +11,305 | New | Q2 2026 | Jul 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 10,681 | 1,414 | 0.0% | 0.0% | 77 | -950 | -8.17% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,975 | 1,323 | 0.0% | 0.0% | 78 | +1,546 | 18.34% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 9,529 | 1,263 | 0.0% | 0.01% | 79 | -939 | -8.97% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 9,352 | 1,240 | 0.0% | 0.0% | 80 | -109 | -1.15% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 9,266 | 1,229 | 0.0% | 0.0% | 81 | -352 | -3.66% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Added to | 8,962 | 1,188 | 0.05% | 0.03% | 82 | +2,986 | 49.97% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 8,234 | 1,092 | 0.0% | 0.0% | 83 | +535 | 6.95% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 7,778 | 1,031 | 0.0% | 0.0% | 84 | -23,324 | -74.99% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 7,428 | 985 | 0.02% | — | 85 | +7,428 | New | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 7,362 | 976 | 0.0% | 0.0% | 86 | +1,303 | 21.51% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 7,347 | 974 | 0.01% | 0.01% | 87 | -117 | -1.57% | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 7,009 | 929 | 0.0% | 0.01% | 88 | -712 | -9.22% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 6,982 | 926 | 0.0% | 0.0% | 89 | +425 | 6.48% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,951 | 921 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 6,877 | 912 | 0.0% | 0.02% | 91 | -78,244 | -91.92% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 6,850 | 908 | 0.0% | 0.0% | 92 | +478 | 7.5% | Q2 2026 | Sep 09, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 6,738 | 893 | 0.0% | 0.01% | 93 | -102 | -1.49% | Q2 2026 | Aug 11, 2026 |
| Jupiter Topco LLC | History | New | 6,700 | 887 | 0.0% | — | 94 | +6,700 | New | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 6,509 | 863 | 0.0% | 0.0% | 95 | -105 | -1.59% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 6,200 | 822 | 0.01% | 0.01% | 97 | -200 | -3.13% | Q2 2026 | Jul 21, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 6,200 | 822 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 6,700 | 800 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Quadrature Capital Ltd | History | Added to | 5,901 | 782 | 0.01% | 0.01% | 99 | +675 | 12.92% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,473 | 725 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 5,263 | 697 | 0.01% | 0.01% | 101 | -2,466 | -31.91% | Q2 2026 | Jul 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,245 | 695 | 0.0% | 0.0% | 102 | +2,271 | 76.36% | Q2 2026 | Aug 19, 2026 |
| Inspire Investing, LLC | History | Added to | 5,151 | 683 | 0.03% | 0.04% | 103 | +849 | 19.74% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 5,107 | 677 | 0.0% | 0.0% | 104 | -677 | -11.7% | Q2 2026 | Aug 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 5,058 | 670 | 0.01% | 0.01% | 105 | +409 | 8.8% | Q2 2026 | Jul 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 4,751 | 630 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,682 | 621 | 0.0% | 0.0% | 107 | +8 | 0.17% | Q2 2026 | Jul 27, 2026 |
| Tidal Investments LLC | History | New | 4,639 | 615 | 0.0% | — | 108 | +4,639 | New | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 4,424 | 586 | 0.01% | 0.01% | 109 | -1,305 | -22.78% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 4,389 | 582 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ALPS ADVISORS INC | History | Added to | 4,221 | 559 | 0.0% | 0.0% | 111 | +45 | 1.08% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 4,169 | 552 | 0.0% | 0.0% | 112 | +509 | 13.91% | Q2 2026 | Jul 23, 2026 |
| Arizona State Retirement System | History | Added to | 3,964 | 525 | 0.0% | 0.0% | 113 | +6 | 0.15% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,897 | 516 | 0.0% | 0.0% | 114 | -67 | -1.69% | Q2 2026 | Aug 05, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 3,804 | 504 | 0.01% | 0.01% | 115 | -36 | -0.94% | Q2 2026 | Jul 16, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,792 | 503 | 0.0% | 0.0% | 116 | -344 | -8.32% | Q2 2026 | Jul 23, 2026 |
| North Star Investment Management Corp. | History | No change | 3,710 | 492 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | Added to | 3,686 | 488 | 0.0% | 0.0% | 118 | +234 | 6.78% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | New | 3,670 | 486 | 0.0% | — | 119 | +3,670 | New | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 3,641 | 483 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 3,637 | 482 | 0.0% | — | 121 | +3,637 | New | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 3,473 | 460 | 0.0% | 0.0% | 122 | -12,409 | -78.13% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 3,453 | 458 | 0.0% | 0.0% | 123 | -489 | -12.4% | Q2 2026 | Aug 12, 2026 |
| Kentucky Trust Co | History | Reduced | 3,430 | 454 | 0.22% | 0.23% | 124 | -217 | -5.95% | Q2 2026 | Jul 10, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 3,399 | 450 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 3,397 | 450 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 3,346 | 443 | 0.0% | 0.0% | 127 | -217 | -6.09% | Q2 2026 | Jul 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 3,210 | 425 | 0.0% | 0.01% | 128 | -60 | -1.83% | Q2 2026 | Jul 28, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,200 | 424 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 3,146 | 417 | 0.06% | 0.06% | 130 | +22 | 0.7% | Q2 2026 | Jul 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,088 | 409 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 3,066 | 406 | 0.01% | 0.01% | 132 | +119 | 4.04% | Q2 2026 | Jul 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 3,000 | 397 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 2,944 | 390 | 0.0% | 0.0% | 134 | -517 | -14.94% | Q2 2026 | Aug 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 2,934 | 389 | 0.0% | 0.0% | 135 | +123 | 4.38% | Q2 2026 | Jul 20, 2026 |
| Squarepoint Ops LLC | History | Reduced | 2,909 | 385 | 0.0% | 0.0% | 136 | -8,097 | -73.57% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 2,856 | 379 | 0.0% | 0.0% | 137 | +339 | 13.47% | Q2 2026 | Jul 23, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,854 | 378 | 0.0% | 0.0% | 138 | +635 | 28.62% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,840 | 376 | 0.0% | 0.0% | 139 | +747 | 35.69% | Q2 2026 | Aug 03, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 2,750 | 365 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 2,743 | 363 | 0.0% | 0.0% | 141 | +274 | 11.1% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | Reduced | 2,730 | 362 | 0.0% | 0.01% | 142 | -2,795 | -50.59% | Q2 2026 | Aug 14, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 2,611 | 346 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 2,505 | 332 | 0.0% | 0.0% | 144 | +69 | 2.83% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 2,441 | 323 | 0.0% | 0.0% | 145 | +726 | 42.33% | Q2 2026 | Aug 07, 2026 |
| DRW Securities, LLC | History | New | 2,418 | 320 | 0.01% | — | 146 | +2,418 | New | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | Reduced | 2,365 | 313 | 0.01% | 0.01% | 147 | -304 | -11.39% | Q2 2026 | Jul 30, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,364 | 313 | 0.0% | 0.0% | 148 | +194 | 8.94% | Q2 2026 | Jul 29, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 2,288 | 303 | 0.12% | 0.12% | 149 | -47 | -2.01% | Q2 2026 | Jul 09, 2026 |
| WESBANCO BANK INC | History | No change | 2,195 | 291 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,133 | 282 | 0.0% | 0.0% | 151 | +118 | 5.86% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 2,053 | 272 | 0.0% | 0.0% | 152 | +23 | 1.13% | Q2 2026 | Jul 22, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 2,047 | 271 | 0.0% | 0.01% | 153 | -64 | -3.03% | Q2 2026 | Jul 30, 2026 |
| ProShare Advisors LLC | History | Reduced | 2,013 | 267 | 0.0% | 0.0% | 154 | -180 | -8.21% | Q2 2026 | Aug 11, 2026 |
| Pictet Asset Management Holding SA | History | No change | 2,003 | 265 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 1,946 | 258 | 0.0% | — | 156 | +1,946 | New | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,942 | 257 | 0.0% | 0.0% | 157 | +16 | 0.83% | Q2 2026 | Jul 29, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 1,928 | 255 | 0.0% | — | 158 | +1,928 | New | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | New | 1,899 | 251 | 0.0% | — | 159 | +1,899 | New | Q2 2026 | Aug 04, 2026 |
| SkyOak Wealth, LLC | History | New | 1,887 | 250 | 0.04% | — | 161 | +1,887 | New | Q2 2026 | Jul 30, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 1,887 | 250 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mariner, LLC | History | New | 1,782 | 236 | 0.0% | — | 162 | +1,782 | New | Q2 2026 | Aug 13, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 1,752 | 232 | 0.06% | — | 163 | +1,752 | New | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,674 | 222 | 0.0% | 0.0% | 164 | -1,187 | -41.49% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,631 | 216 | 0.0% | 0.0% | 165 | +158 | 10.73% | Q2 2026 | Aug 07, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | New | 1,617 | 214 | 0.0% | — | 166 | +1,617 | New | Q2 2026 | Aug 11, 2026 |
| Dupree Financial Group, LLC | History | New | 1,601 | 212 | 0.08% | — | 167 | +1,601 | New | Q2 2026 | Jul 23, 2026 |
| Ledgewood Wealth Advisors, LLC | History | New | 1,520 | 201 | 0.11% | — | 168 | +1,520 | New | Q2 2026 | Jul 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,320 | 175 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 1,283 | 170 | 0.0% | 0.0% | 170 | +107 | 9.1% | Q2 2026 | Aug 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 1,262 | 167 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MRP Capital Investments, LLC | History | No change | 1,249 | 165 | 0.12% | 0.13% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 1,197 | 158 | 0.01% | 0.0% | 173 | +333 | 38.54% | Q2 2026 | Jul 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,127 | 149 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | New | 1,002 | 132 | 0.0% | — | 175 | +1,002 | New | Q2 2026 | Sep 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 851 | 112 | 0.0% | 0.0% | 176 | +99 | 13.16% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 695 | 92 | 0.0% | 0.0% | 177 | -185 | -21.02% | Q2 2026 | Aug 11, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 665 | 88 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KBC Group NV | History | No change | 566 | 75 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 504 | 66 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 438 | 58 | 0.0% | — | 181 | +438 | New | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 437 | 57 | 0.01% | 0.01% | 182 | +24 | 5.81% | Q2 2026 | Aug 07, 2026 |
| Heritage Wealth Advisors | History | No change | 415 | 55 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 382 | 50 | 0.0% | 0.0% | 184 | +227 | 146.45% | Q2 2026 | Aug 10, 2026 |
| Archer Investment Corp | History | No change | 366 | 48 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 314 | 41 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 306 | 40 | 0.0% | 0.0% | 187 | +33 | 12.09% | Q2 2026 | Jul 27, 2026 |
| PlanVest Financial, Inc | History | Added to | 301 | 39 | 0.03% | 0.03% | 188 | +3 | 1.01% | Q2 2026 | Aug 10, 2026 |
| CWM, LLC | History | No change | 326 | 38 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | No change | 279 | 37 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 268 | 35 | 0.0% | 0.0% | 191 | +31 | 13.08% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | New | 262 | 34 | 0.0% | — | 192 | +262 | New | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 206 | 27 | 0.0% | 0.0% | 193 | +102 | 98.08% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 201 | 26 | 0.0% | 0.0% | 194 | +150 | 294.12% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 178 | 24 | 0.0% | 0.0% | 195 | +60 | 50.85% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 176 | 23 | 0.0% | 0.0% | 196 | -500 | -73.96% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 173 | 22 | 0.0% | 0.0% | 197 | -37 | -17.62% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | Added to | 163 | 21 | 0.0% | 0.0% | 198 | +64 | 64.65% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 149 | 20 | 0.0% | 0.0% | 200 | -65 | -30.37% | Q2 2026 | Aug 07, 2026 |
| Smithfield Trust Co | History | No change | 155 | 20 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 141 | 18 | 0.0% | 0.0% | 201 | -244 | -63.38% | Q2 2026 | Jul 24, 2026 |
| Sterling Capital Management LLC | History | Reduced | 123 | 16 | 0.0% | 0.0% | 202 | -105 | -46.05% | Q2 2026 | Jul 28, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 117 | 15 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 113 | 14 | 0.0% | 0.0% | 204 | -104 | -47.93% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | No change | 99 | 13 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 100 | 13 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kemnay Advisory Services Inc. | History | New | 98 | 12 | 0.0% | — | 207 | +98 | New | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | Added to | 84 | 11 | 0.0% | 0.0% | 210 | +68 | 425.0% | Q2 2026 | Aug 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 86 | 11 | 0.0% | 0.0% | 208 | -22 | -20.37% | Q2 2026 | Jul 02, 2026 |
| Larson Financial Group LLC | History | Reduced | 89 | 11 | 0.0% | 0.0% | 209 | -3 | -3.26% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 77 | 10 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WHITTIER TRUST CO | History | No change | 66 | 8 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hughes Financial Services, LLC | History | Added to | 58 | 7 | 0.0% | 0.0% | 214 | +1 | 1.75% | Q2 2026 | Jul 20, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 55 | 7 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 47 | 6 | 0.0% | 0.0% | 216 | -63 | -57.27% | Q2 2026 | Jul 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 48 | 6 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | New | 40 | 5 | 0.0% | — | 217 | +40 | New | Q2 2026 | Jul 20, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 37 | 4 | 0.0% | — | 220 | +37 | New | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Added to | 36 | 4 | 0.0% | — | 219 | +32 | 800.0% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 33 | 4 | 0.0% | — | 218 | +26 | 371.43% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | New | 29 | 3 | 0.0% | — | 223 | +29 | New | Q2 2026 | Aug 06, 2026 |
| Quarry LP | History | New | 25 | 3 | 0.0% | — | 224 | +25 | New | Q2 2026 | Aug 14, 2026 |
| Fulcrum Asset Management LLP | History | New | 24 | 3 | 0.0% | — | 222 | +24 | New | Q2 2026 | Aug 18, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 29 | 3 | 0.0% | 0.0% | 221 | +7 | 31.82% | Q2 2026 | Aug 11, 2026 |
| High Note Wealth, LLC | History | New | 18 | 2 | 0.0% | — | 231 | +18 | New | Q2 2026 | Jul 23, 2026 |
| SJS Investment Consulting Inc. | History | New | 18 | 2 | 0.0% | — | 232 | +18 | New | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 22 | 2 | 0.0% | 0.0% | 227 | +13 | 144.44% | Q2 2026 | Jul 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 22 | 2 | 0.0% | 0.0% | 226 | -9 | -29.03% | Q2 2026 | Jul 23, 2026 |
| Bare Financial Services, Inc | History | Added to | 17 | 2 | 0.0% | 0.0% | 228 | +4 | 30.77% | Q2 2026 | Jul 27, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 16 | 2 | 0.0% | 0.0% | 229 | +1 | 6.67% | Q2 2026 | Jul 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 19 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | New | 12 | 1 | 0.0% | — | 238 | +12 | New | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 8 | 1 | 0.0% | — | 239 | +8 | New | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 11 | 1 | 0.0% | 0.0% | 234 | -5 | -31.25% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Added to | 9 | 1 | 0.0% | 0.0% | 235 | +4 | 80.0% | Q2 2026 | Aug 07, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 8 | 1 | 0.0% | — | 236 | +1 | 14.29% | Q2 2026 | Jul 31, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 8 | 1 | 0.0% | — | 233 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kilter Group LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58,524 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -27,141 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -14,053 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -8,452 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,311 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.16% | — | -3,180 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,108 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -2,794 | -100.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,230 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,041 | -100.0% | Q2 2026 | Jul 29, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -422 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -283 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q2 2026 | Jul 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Aug 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 06, 2026 |
| Avion Wealth | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 31, 2026 |
| Evolution Advisers, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 31, 2026 |
| True Wealth Design, LLC | History | Reduced | 4 | 0 | — | — | — | -2 | -33.33% | Q2 2026 | Jul 16, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 24, 2026 |
| Davis Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 16, 2026 |
| ASSETMARK, INC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Spire Wealth Management | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ankerstar Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |