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 | No change | 2,037,326 | 270,230 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 957,629 | 127,019 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 765,095 | 101,482 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 632,471 | 83,890 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 542,660 | 71,978 | 0.54% | 0.54% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 533,272 | 70,733 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 491,286 | 68,348 | 0.01% | 0.01% | 7 | +1,633 | 0.33% | Q3 2026 | Nov 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 373,269 | 49,517 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITY HOLDING CO | History | Reduced | 235,337 | 32,740 | 3.65% | 3.6% | 9 | -5,031 | -2.09% | Q3 2026 | Oct 19, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 234,622 | 31,120 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 228,751 | 30,221 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 201,909 | 26,781 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 168,424 | 22,339 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 162,086 | 21,499 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 128,113 | 16,992 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARR E S & CO | History | No change | 127,751 | 16,944 | 0.95% | 0.95% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 113,180 | 15,012 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 103,250 | 14,364 | 0.59% | 0.23% | 18 | -3,488 | -3.27% | Q3 2026 | Oct 21, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 98,561 | 13,073 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 92,171 | 12,225 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 80,573 | 11,209 | 0.01% | 0.01% | 21 | -1,311 | -1.6% | Q3 2026 | Oct 20, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 82,641 | 10,961 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 79,052 | 10,485 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Added to | 72,597 | 10,099 | 0.01% | 0.0% | 24 | +70,584 | 3506.41% | Q3 2026 | Oct 28, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 67,722 | 9,421 | 0.0% | 0.0% | 25 | -1,016 | -1.48% | Q3 2026 | Nov 02, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 66,631 | 9,269 | 0.47% | 0.43% | 26 | -3,862 | -5.48% | Q3 2026 | Oct 23, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 64,958 | 8,616 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 61,688 | 8,182 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 60,963 | 8,086 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 51,458 | 6,825 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 48,441 | 6,425 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 47,657 | 6,321 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 42,689 | 5,662 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 40,454 | 5,365 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Numerai GP LLC | History | No change | 40,234 | 5,336 | 0.44% | 0.44% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 40,067 | 5,314 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 36,680 | 4,865 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 34,566 | 4,584 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 33,671 | 4,466 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 31,520 | 4,180 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 30,900 | 4,098 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 29,673 | 3,935 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 29,641 | 3,931 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 28,800 | 3,820 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 28,457 | 3,774 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 26,827 | 3,558 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 25,495 | 3,382 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 25,456 | 3,377 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WINTON GROUP Ltd | History | No change | 23,540 | 3,122 | 0.1% | 0.1% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Polaris Capital Management, LLC | History | No change | 22,295 | 3,101 | 0.33% | 0.28% | 50 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 22,543 | 2,990 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 22,123 | 2,935 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 21,715 | 2,880 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ALLSTATE CORP | History | No change | 18,242 | 2,419 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 17,289 | 2,293 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Russell Investments Group, Ltd. | History | No change | 17,054 | 2,262 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 16,182 | 2,251 | 0.21% | 0.21% | 57 | -225 | -1.37% | Q3 2026 | Oct 23, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 16,955 | 2,248 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 16,697 | 2,214 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 16,671 | 2,211 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 16,429 | 2,180 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 15,308 | 2,129 | 0.11% | 0.1% | 62 | +2 | 0.01% | Q3 2026 | Oct 16, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 15,292 | 2,028 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 16,400 | 1,960 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 14,470 | 1,919 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,357 | 1,878 | 0.0% | 0.0% | 66 | +793 | 6.31% | Q3 2026 | Oct 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 13,385 | 1,862 | 0.0% | 0.0% | 67 | +1,593 | 13.51% | Q3 2026 | Oct 28, 2026 |
| BARCLAYS PLC | History | No change | 13,205 | 1,751 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 13,080 | 1,734 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 12,874 | 1,707 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 12,824 | 1,700 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 12,392 | 1,643 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nicholson Wealth Management Group, LLC | History | No change | 12,345 | 1,637 | 0.96% | 0.96% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Creative Planning | History | Reduced | 11,747 | 1,634 | 0.0% | 0.0% | 74 | -23 | -0.2% | Q3 2026 | Nov 02, 2026 |
| CITIGROUP INC | History | Reduced | 11,654 | 1,621 | 0.0% | 0.0% | 75 | -4,489 | -27.81% | Q3 2026 | Nov 04, 2026 |
| SG Americas Securities, LLC | History | No change | 11,520 | 1,528 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 10,681 | 1,414 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 9,975 | 1,323 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 9,529 | 1,263 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 9,352 | 1,240 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 9,266 | 1,229 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 8,962 | 1,188 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 8,234 | 1,092 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 7,778 | 1,031 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 7,292 | 1,014 | 0.01% | 0.01% | 85 | -55 | -0.75% | Q3 2026 | Nov 05, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 7,428 | 985 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 7,362 | 976 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 7,009 | 929 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 6,982 | 926 | 0.0% | 0.0% | 89 | 0 | 0.0% | 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 | No change | 6,877 | 912 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 6,850 | 908 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Jupiter Topco LLC | History | No change | 6,700 | 887 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 6,509 | 863 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 6,000 | 834 | 0.01% | 0.01% | 95 | -200 | -3.23% | Q3 2026 | Oct 20, 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 |
| Quadrature Capital Ltd | History | No change | 5,901 | 782 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,473 | 725 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,245 | 695 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,107 | 677 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,839 | 673 | 0.0% | 0.0% | 101 | +157 | 3.35% | Q3 2026 | Nov 02, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 5,058 | 670 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Inspire Investing, LLC | History | Reduced | 4,586 | 638 | 0.03% | 0.03% | 103 | -565 | -10.97% | Q3 2026 | Oct 22, 2026 |
| Handelsbanken Fonder AB | History | No change | 4,751 | 630 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Tidal Investments LLC | History | No change | 4,639 | 615 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | No change | 4,389 | 610 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 4,424 | 586 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 3,973 | 552 | 0.0% | 0.0% | 108 | +9 | 0.23% | Q3 2026 | Nov 03, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,169 | 552 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,897 | 516 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| North Star Investment Management Corp. | History | No change | 3,710 | 516 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,644 | 507 | 0.0% | 0.0% | 112 | -148 | -3.9% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 3,519 | 489 | 0.01% | 0.01% | 113 | -285 | -7.49% | Q3 2026 | Oct 22, 2026 |
| FMR LLC | History | No change | 3,686 | 488 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | No change | 3,670 | 486 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 3,641 | 483 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 3,637 | 482 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kentucky Trust Co | History | No change | 3,430 | 477 | 0.24% | 0.22% | 118 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 3,309 | 460 | 0.0% | 0.0% | 119 | -37 | -1.11% | Q3 2026 | Nov 03, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 3,473 | 460 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 3,453 | 458 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 3,399 | 450 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 3,397 | 450 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 3,110 | 432 | 0.0% | 0.0% | 124 | -100 | -3.12% | Q3 2026 | Oct 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,200 | 424 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,088 | 409 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 2,890 | 401 | 0.0% | 0.01% | 127 | -2,373 | -45.09% | Q3 2026 | Oct 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 2,856 | 397 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 3,000 | 397 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 2,944 | 390 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 2,934 | 389 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Squarepoint Ops LLC | History | No change | 2,909 | 385 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 2,750 | 383 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,854 | 378 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,840 | 376 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 2,743 | 363 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 2,730 | 362 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dupree Financial Group, LLC | History | Added to | 2,551 | 354 | 0.13% | 0.08% | 138 | +950 | 59.34% | Q3 2026 | Oct 09, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 2,611 | 346 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | New | 2,437 | 339 | 0.0% | — | 140 | +2,437 | New | Q3 2026 | Nov 03, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 2,505 | 332 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 2,322 | 323 | 0.12% | 0.12% | 143 | +34 | 1.49% | Q3 2026 | Oct 23, 2026 |
| LPL Financial LLC | History | No change | 2,441 | 323 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Teza Capital Management LLC | History | New | 2,302 | 320 | 0.29% | — | 145 | +2,302 | New | Q3 2026 | Oct 23, 2026 |
| DRW Securities, LLC | History | No change | 2,418 | 320 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | No change | 2,365 | 313 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HB Wealth Management, LLC | History | Reduced | 2,234 | 310 | 0.0% | 0.0% | 147 | -130 | -5.5% | Q3 2026 | Oct 23, 2026 |
| CHOREO, LLC | History | Added to | 2,194 | 305 | 0.0% | 0.0% | 149 | +295 | 15.53% | Q3 2026 | Oct 28, 2026 |
| WESBANCO BANK INC | History | No change | 2,195 | 305 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 2,094 | 291 | 0.0% | 0.0% | 150 | +41 | 2.0% | Q3 2026 | Oct 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,133 | 282 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pictet Asset Management Holding SA | History | No change | 2,003 | 278 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,962 | 272 | 0.0% | 0.0% | 153 | +20 | 1.03% | Q3 2026 | Nov 02, 2026 |
| Maryland State Retirement & Pension System | History | No change | 2,047 | 271 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 1,887 | 262 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,946 | 258 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 1,928 | 255 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 1,782 | 236 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 1,752 | 232 | 0.06% | 0.06% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 1,603 | 223 | 0.0% | 0.0% | 160 | -14 | -0.87% | Q3 2026 | Oct 23, 2026 |
| HighTower Advisors, LLC | History | No change | 1,674 | 222 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,631 | 216 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ledgewood Wealth Advisors, LLC | History | No change | 1,520 | 211 | 0.12% | 0.11% | 163 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| GAMMA Investing LLC | History | Added to | 1,321 | 183 | 0.01% | 0.01% | 164 | +124 | 10.36% | Q3 2026 | Oct 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,320 | 175 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,283 | 170 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 1,262 | 167 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MRP Capital Investments, LLC | History | No change | 1,249 | 165 | 0.12% | 0.12% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,127 | 149 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | No change | 1,002 | 132 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Heritage Family Offices, LLP | History | New | 831 | 115 | 0.04% | — | 171 | +831 | New | Q3 2026 | Nov 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 851 | 112 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 665 | 92 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 695 | 92 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | No change | 566 | 79 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 504 | 66 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 454 | 63 | 0.0% | 0.0% | 177 | +72 | 18.85% | Q3 2026 | Oct 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 444 | 61 | 0.01% | 0.01% | 178 | +7 | 1.6% | Q3 2026 | Oct 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 438 | 58 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 404 | 56 | 0.0% | 0.0% | 180 | +98 | 32.03% | Q3 2026 | Oct 28, 2026 |
| Sterling Capital Management LLC | History | Added to | 398 | 55 | 0.0% | 0.0% | 181 | +275 | 223.58% | Q3 2026 | Oct 22, 2026 |
| Heritage Wealth Advisors | History | No change | 415 | 55 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 366 | 50 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Versant Capital Management, Inc | History | Added to | 304 | 42 | 0.0% | 0.0% | 184 | +25 | 8.96% | Q3 2026 | Oct 01, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 314 | 41 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PlanVest Financial, Inc | History | No change | 301 | 39 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 268 | 35 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 262 | 34 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 206 | 27 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 201 | 26 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 178 | 24 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 176 | 23 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 173 | 22 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 158 | 21 | 0.0% | 0.0% | 195 | +17 | 12.06% | Q3 2026 | Nov 04, 2026 |
| UMB Bank, n.a. | History | No change | 163 | 21 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 142 | 20 | 0.0% | 0.0% | 197 | -7 | -4.7% | Q3 2026 | Oct 22, 2026 |
| Smithfield Trust Co | History | No change | 155 | 20 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 117 | 15 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 99 | 13 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 100 | 13 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 98 | 12 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 82 | 11 | 0.0% | — | 205 | +82 | New | Q3 2026 | Oct 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 86 | 11 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Larson Financial Group LLC | History | No change | 89 | 11 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 84 | 11 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 77 | 10 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 71 | 9 | 0.0% | 0.0% | 207 | +49 | 222.73% | Q3 2026 | Oct 08, 2026 |
| WHITTIER TRUST CO | History | No change | 66 | 8 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hughes Financial Services, LLC | History | No change | 58 | 8 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 54 | 7 | 0.0% | 0.0% | 211 | +36 | 200.0% | Q3 2026 | Oct 26, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 55 | 7 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 44 | 6 | 0.0% | 0.0% | 213 | -3 | -6.38% | Q3 2026 | Oct 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 48 | 6 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST HORIZON CORP | History | Reduced | 41 | 5 | 0.0% | 0.0% | 214 | -72 | -63.72% | Q3 2026 | Oct 26, 2026 |
| IFP Advisors, Inc | History | No change | 40 | 5 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Essential Partners LLC | History | No change | 36 | 5 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 37 | 4 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 33 | 4 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 22 | 3 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Continuum Advisory, LLC | History | No change | 29 | 3 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quarry LP | History | No change | 25 | 3 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 29 | 3 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UMB Private Wealth Management, LLC | History | New | 20 | 2 | 0.0% | — | 228 | +20 | New | Q3 2026 | Oct 19, 2026 |
| Parkside Financial Bank & Trust | History | No change | 19 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| High Note Wealth, LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Bare Financial Services, Inc | History | No change | 17 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 14 | 1 | 0.0% | 0.0% | 231 | +6 | 75.0% | Q3 2026 | Oct 22, 2026 |
| Covestor Ltd | History | Reduced | 6 | 1 | 0.0% | 0.0% | 234 | -3 | -33.33% | Q3 2026 | Oct 30, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 10 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 11 | 1 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kilter Group LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 10 | 1 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -11,305 | -100.0% | Q3 2026 | Oct 16, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,738 | -100.0% | Q3 2026 | Oct 28, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,221 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Commonwealth Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,146 | -100.0% | Q3 2026 | Oct 20, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -3,066 | -100.0% | Q3 2026 | Oct 13, 2026 |
| SkyOak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,887 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 28, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | Reduced | 3 | 0 | — | — | — | -4 | -57.14% | Q3 2026 | Oct 21, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Nov 03, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 23, 2026 |
| GK Wealth Management LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 09, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 23, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Davis Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Spire Wealth Management | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Evolution Advisers, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| True Wealth Design, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Ankerstar Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| WPG Advisers, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |