Chefs' Warehouse, Inc. - CHEF
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 | 6,039,964 | 580,440 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 2,390,951 | 229,770 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,621,521 | 155,828 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,557,862 | 148,603 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 1,507,277 | 144,845 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,354,101 | 130,129 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,002,286 | 112,423 | 0.02% | 0.02% | 7 | +9,543 | 0.96% | Q3 2026 | Nov 04, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,000,925 | 96,188 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 963,665 | 92,625 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 948,054 | 91,107 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 943,154 | 90,637 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 898,627 | 86,358 | 0.13% | 0.13% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 815,554 | 78,374 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Select Equity Group, L.P. | History | No change | 765,435 | 73,558 | 0.36% | 0.36% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 682,693 | 65,606 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,075,880 | 63,961 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 652,042 | 62,661 | 1.11% | 1.11% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 499,868 | 56,070 | 0.09% | 0.09% | 18 | -31,593 | -5.94% | Q3 2026 | Nov 05, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 577,047 | 55,454 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FEDERATED HERMES, INC. | History | No change | 508,907 | 48,905 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 493,545 | 47,429 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 443,298 | 42,600 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 440,161 | 42,299 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 421,969 | 40,551 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 416,839 | 40,058 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 402,233 | 38,654 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Research Global Investors | History | No change | 347,104 | 33,356 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Artisan Partners Limited Partnership | History | No change | 334,734 | 32,167 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 328,043 | 31,524 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Woodline Partners LP | History | No change | 304,909 | 29,301 | 0.09% | 0.09% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 292,488 | 28,108 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 291,465 | 28,009 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| ROYAL BANK OF CANADA | History | No change | 282,188 | 27,117 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 240,926 | 27,024 | 0.01% | 0.01% | 34 | +15,474 | 6.86% | Q3 2026 | Nov 02, 2026 |
| TimesSquare Capital Management, LLC | History | Reduced | 236,170 | 26,491 | 0.43% | 0.55% | 35 | -155,290 | -39.67% | Q3 2026 | Nov 03, 2026 |
| JANE STREET GROUP, LLC | History | No change | 274,389 | 26,368 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 225,141 | 25,254 | 0.0% | 0.0% | 37 | -4,989 | -2.17% | Q3 2026 | Nov 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 260,865 | 25,069 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 249,726 | 23,796 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 244,697 | 23,515 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 234,486 | 22,534 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 235,895 | 22,478 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 226,253 | 21,742 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 222,914 | 21,422 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 188,842 | 21,182 | 0.02% | 0.02% | 45 | +1,991 | 1.07% | Q3 2026 | Nov 03, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 216,917 | 20,845 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 212,927 | 20,462 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | No change | 197,101 | 18,941 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Neuberger Berman Group LLC | History | No change | 196,882 | 18,920 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 194,636 | 18,704 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Added to | 158,496 | 17,778 | 0.01% | 0.0% | 51 | +34,292 | 27.61% | Q3 2026 | Nov 04, 2026 |
| First Eagle Investment Management, LLC | History | No change | 181,519 | 17,443 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 173,610 | 16,683 | 0.11% | 0.11% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 169,700 | 16,309 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 169,651 | 16,303 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 146,697 | 14,097 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 118,465 | 13,334 | 0.02% | 0.02% | 57 | -32,362 | -21.46% | Q3 2026 | Nov 04, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 124,727 | 11,986 | 0.33% | 0.33% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 124,636 | 11,977 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 123,728 | 11,890 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 117,812 | 11,322 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 97,593 | 10,947 | 0.08% | 0.08% | 62 | -30,358 | -23.73% | Q3 2026 | Oct 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 111,155 | 10,681 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 106,870 | 10,270 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nicholas Investment Partners, LP | History | No change | 104,457 | 10,038 | 0.57% | 0.57% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 98,817 | 9,496 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 96,443 | 9,268 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Granahan Investment Management, LLC | History | No change | 93,187 | 8,955 | 0.32% | 0.32% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 87,008 | 8,361 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 73,281 | 8,219 | 0.45% | 0.38% | 70 | -3,108 | -4.07% | Q3 2026 | Nov 04, 2026 |
| Legal & General Group Plc | History | No change | 84,564 | 8,126 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 77,466 | 7,444 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 76,846 | 7,384 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELCH & FORBES LLC | History | Reduced | 65,120 | 7,304 | 0.09% | 0.08% | 74 | -135 | -0.21% | Q3 2026 | Nov 04, 2026 |
| Swiss National Bank | History | No change | 73,700 | 7,082 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Informed Momentum Co LLC | History | No change | 70,932 | 6,816 | 0.61% | 0.61% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 70,562 | 6,781 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 67,659 | 6,502 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 63,749 | 6,126 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | New | 52,649 | 5,906 | 0.04% | — | 80 | +52,649 | New | Q3 2026 | Oct 22, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 59,488 | 5,717 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | No change | 57,544 | 5,529 | 0.11% | 0.11% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | No change | 55,847 | 5,366 | 0.44% | 0.44% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Creek Advisors LLC | History | Reduced | 47,507 | 5,328 | 2.13% | 2.65% | 84 | -33,463 | -41.33% | Q3 2026 | Nov 03, 2026 |
| Aristotle Capital Boston, LLC | History | No change | 55,295 | 5,313 | 0.36% | 0.36% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lisanti Capital Growth, LLC | History | New | 45,990 | 5,158 | 1.38% | — | 86 | +45,990 | New | Q3 2026 | Nov 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 52,096 | 5,006 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 44,597 | 5,002 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CITADEL ADVISORS LLC | History | No change | 50,230 | 4,827 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 49,625 | 4,768 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 42,452 | 4,762 | 0.01% | 0.01% | 91 | -126 | -0.3% | Q3 2026 | Oct 22, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 43,264 | 4,157 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Quantbot Technologies LP | History | No change | 38,695 | 3,718 | 0.15% | 0.15% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Holocene Advisors, LP | History | No change | 38,072 | 3,658 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 37,777 | 3,630 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 37,083 | 3,563 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 35,990 | 3,458 | 0.06% | 0.06% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BURNEY CO/ | History | New | 30,128 | 3,379 | 0.09% | — | 98 | +30,128 | New | Q3 2026 | Oct 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 34,485 | 3,314 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDT Partners, LLC | History | No change | 34,082 | 3,275 | 0.17% | 0.17% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 28,865 | 3,237 | 0.12% | 0.05% | 101 | +14,246 | 97.45% | Q3 2026 | Oct 30, 2026 |
| Odyssean, LLC | History | No change | 32,758 | 3,148 | 0.51% | 0.51% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 29,197 | 2,805 | 0.1% | 0.1% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 28,648 | 2,752 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 28,559 | 2,744 | 0.09% | 0.09% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 28,033 | 2,693 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 27,894 | 2,680 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 23,318 | 2,615 | 0.0% | 0.0% | 108 | +6,504 | 38.68% | Q3 2026 | Nov 02, 2026 |
| Inspire Investing, LLC | History | New | 22,515 | 2,525 | 0.11% | — | 109 | +22,515 | New | Q3 2026 | Oct 22, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 26,259 | 2,523 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 22,265 | 2,497 | 0.0% | 0.0% | 111 | +11,609 | 108.94% | Q3 2026 | Nov 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 25,337 | 2,434 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 25,086 | 2,410 | 0.06% | 0.06% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hestia Capital Management, LLC | History | New | 21,400 | 2,400 | 4.53% | — | 114 | +21,400 | New | Q3 2026 | Nov 02, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 21,300 | 2,389 | 0.01% | 0.01% | 115 | +8,600 | 67.72% | Q3 2026 | Oct 28, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 23,869 | 2,293 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 23,045 | 2,214 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 22,379 | 2,150 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 19,147 | 2,147 | 0.02% | 0.02% | 119 | +2,050 | 11.99% | Q3 2026 | Nov 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 22,050 | 2,119 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MetLife Investment Management, LLC | History | No change | 21,640 | 2,079 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Expect Equity LLC | History | No change | 21,048 | 2,022 | 1.3% | 1.3% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 20,329 | 1,953 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 17,198 | 1,929 | 0.66% | 0.67% | 124 | -455 | -2.58% | Q3 2026 | Nov 04, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 17,179 | 1,926 | 0.3% | 0.32% | 125 | -5,287 | -23.53% | Q3 2026 | Oct 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 19,394 | 1,863 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 15,800 | 1,772 | 0.03% | 0.02% | 127 | -100 | -0.63% | Q3 2026 | Oct 20, 2026 |
| Ancora Advisors LLC | History | No change | 17,917 | 1,721 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 17,762 | 1,706 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 17,687 | 1,699 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 17,252 | 1,657 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 17,154 | 1,648 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | No change | 17,111 | 1,644 | 0.14% | 0.14% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 15,798 | 1,518 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FORA Capital, LLC | History | No change | 15,800 | 1,518 | 0.1% | 0.1% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 13,226 | 1,483 | 0.0% | 0.01% | 136 | -2,741 | -17.17% | Q3 2026 | Nov 04, 2026 |
| Jupiter Topco LLC | History | No change | 14,800 | 1,422 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 14,327 | 1,388 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 14,400 | 1,384 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 12,242 | 1,373 | 0.0% | 0.0% | 140 | -2,728 | -18.22% | Q3 2026 | Nov 05, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 13,861 | 1,332 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Polymer Capital Management (HK) LTD | History | No change | 13,400 | 1,287 | 0.07% | 0.07% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 13,243 | 1,272 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 13,182 | 1,266 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 11,221 | 1,258 | 0.04% | 0.04% | 145 | -845 | -7.0% | Q3 2026 | Oct 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 11,115 | 1,247 | 0.01% | 0.01% | 146 | +946 | 9.3% | Q3 2026 | Oct 26, 2026 |
| MARSHALL WACE, LLP | History | No change | 12,453 | 1,196 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 12,090 | 1,161 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Arizona State Retirement System | History | Added to | 10,333 | 1,159 | 0.01% | 0.0% | 149 | +206 | 2.03% | Q3 2026 | Nov 03, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 9,713 | 1,089 | 0.01% | 0.01% | 150 | +39 | 0.4% | Q3 2026 | Oct 22, 2026 |
| AMALGAMATED BANK | History | Reduced | 9,670 | 1,085 | 0.01% | 0.01% | 151 | -105 | -1.07% | Q3 2026 | Oct 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,986 | 1,055 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tidal Investments LLC | History | No change | 10,330 | 992 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 8,747 | 981 | 0.0% | 0.0% | 154 | +141 | 1.64% | Q3 2026 | Nov 03, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 10,169 | 977 | 0.16% | 0.16% | 155 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,027 | 963 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 9,822 | 943 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 9,714 | 934 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 8,316 | 932 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Squarepoint Ops LLC | History | No change | 9,697 | 931 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 9,641 | 926 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 8,251 | 925 | 0.01% | 0.01% | 162 | +2,942 | 55.42% | Q3 2026 | Nov 05, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,096 | 907 | 0.01% | 0.01% | 163 | -3,856 | -32.26% | Q3 2026 | Oct 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 9,300 | 893 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 9,139 | 878 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 7,800 | 874 | 0.0% | 0.0% | 166 | +5,200 | 200.0% | Q3 2026 | Nov 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 7,694 | 863 | 0.0% | 0.01% | 167 | -5,018 | -39.47% | Q3 2026 | Oct 28, 2026 |
| Empowered Funds, LLC | History | No change | 8,816 | 847 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 7,338 | 834 | 0.0% | — | 169 | +7,338 | New | Q3 2026 | Oct 27, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 7,050 | 790 | 0.53% | 0.41% | 170 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Walleye Trading LLC | History | No change | 7,500 | 720 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 7,242 | 695 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 5,474 | 614 | 0.01% | 0.01% | 173 | +6 | 0.11% | Q3 2026 | Oct 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,104 | 585 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,068 | 583 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 6,046 | 581 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 5,105 | 572 | 0.0% | 0.0% | 177 | -199 | -3.75% | Q3 2026 | Oct 28, 2026 |
| Amundi | History | No change | 5,619 | 539 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trail Ridge Investment Advisors, LLC | History | New | 4,500 | 504 | 0.21% | — | 179 | +4,500 | New | Q3 2026 | Oct 15, 2026 |
| EntryPoint Capital, LLC | History | No change | 5,194 | 499 | 0.12% | 0.12% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 4,427 | 496 | 0.0% | 0.0% | 181 | +1,961 | 79.52% | Q3 2026 | Nov 03, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,236 | 475 | 0.0% | 0.0% | 182 | +80 | 1.92% | Q3 2026 | Oct 23, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 3,940 | 441 | 0.02% | 0.02% | 183 | -773 | -16.4% | Q3 2026 | Oct 26, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 3,831 | 429 | 0.08% | 0.07% | 184 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Ethic Inc. | History | Reduced | 3,806 | 426 | 0.0% | 0.0% | 185 | -234 | -5.79% | Q3 2026 | Nov 03, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 3,690 | 413 | 0.01% | 0.01% | 186 | +18 | 0.49% | Q3 2026 | Oct 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,286 | 411 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Reduced | 3,631 | 407 | 0.0% | 0.0% | 188 | -134 | -3.56% | Q3 2026 | Nov 03, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 4,189 | 402 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 3,545 | 397 | 0.07% | 0.06% | 190 | +170 | 5.04% | Q3 2026 | Oct 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 4,119 | 395 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OP Asset Management Ltd | History | New | 3,517 | 394 | 0.0% | — | 192 | +3,517 | New | Q3 2026 | Nov 05, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 3,471 | 389 | 0.0% | 0.0% | 193 | -1,337 | -27.81% | Q3 2026 | Oct 16, 2026 |
| Premier Fund Managers Ltd | History | Reduced | 3,446 | 384 | 0.04% | 0.04% | 194 | -1,542 | -30.91% | Q3 2026 | Nov 02, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 3,901 | 374 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Park Capital Management, LLC / WI | History | Added to | 3,273 | 367 | 0.19% | 0.17% | 196 | +201 | 6.54% | Q3 2026 | Oct 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,813 | 366 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,658 | 351 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 3,646 | 350 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 3,104 | 348 | 0.06% | 0.04% | 200 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,594 | 345 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cetera Investment Advisers | History | No change | 3,592 | 345 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Storgate, LLC | History | No change | 3,466 | 333 | 0.07% | 0.07% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jump Financial, LLC | History | No change | 3,395 | 326 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,380 | 324 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | No change | 3,173 | 304 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Voleon Capital Management LP | History | No change | 3,133 | 301 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 2,666 | 299 | 0.0% | 0.0% | 208 | -101 | -3.65% | Q3 2026 | Oct 21, 2026 |
| GAMMA Investing LLC | History | Added to | 2,648 | 297 | 0.01% | 0.01% | 209 | +204 | 8.35% | Q3 2026 | Oct 08, 2026 |
| VISTA FINANCE, LLC | History | Reduced | 2,639 | 296 | 0.16% | 0.15% | 210 | -163 | -5.82% | Q3 2026 | Oct 23, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 2,591 | 290 | 0.01% | — | 211 | +2,591 | New | Q3 2026 | Oct 22, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,416 | 271 | 0.0% | 0.0% | 212 | +106 | 4.59% | Q3 2026 | Oct 23, 2026 |
| STRS OHIO | History | Added to | 2,400 | 269 | 0.0% | 0.0% | 213 | +1,500 | 166.67% | Q3 2026 | Oct 30, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,626 | 252 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,626 | 252 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 2,530 | 243 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 2,485 | 238 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DnB Asset Management AS | History | No change | 2,438 | 234 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Net Worth Advisory Group | History | Reduced | 2,077 | 233 | 0.06% | 0.06% | 219 | -478 | -18.71% | Q3 2026 | Oct 19, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,415 | 232 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 2,404 | 231 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 2,051 | 228 | 0.0% | — | 222 | +2,051 | New | Q3 2026 | Oct 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 2,021 | 226 | 0.0% | 0.0% | 223 | +684 | 51.16% | Q3 2026 | Nov 04, 2026 |
| Abel Hall, LLC | History | New | 1,968 | 220 | 0.04% | — | 224 | +1,968 | New | Q3 2026 | Oct 19, 2026 |
| US BANCORP \DE\ | History | Added to | 1,947 | 218 | 0.0% | 0.0% | 225 | +31 | 1.62% | Q3 2026 | Nov 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 1,799 | 201 | 0.0% | — | 226 | +1,799 | New | Q3 2026 | Nov 02, 2026 |
| State of Wyoming | History | Reduced | 1,706 | 191 | 0.01% | 0.02% | 227 | -336 | -16.45% | Q3 2026 | Oct 28, 2026 |
| Axxion S.A. | History | New | 1,500 | 168 | 0.01% | — | 228 | +1,500 | New | Q3 2026 | Oct 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,448 | 162 | 0.02% | 0.02% | 229 | -662 | -31.37% | Q3 2026 | Oct 27, 2026 |
| KBC Group NV | History | No change | 1,433 | 161 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SG Americas Securities, LLC | History | No change | 1,496 | 144 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,229 | 137 | 0.0% | 0.02% | 232 | -9,091 | -88.09% | Q3 2026 | Oct 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,108 | 124 | 0.0% | 0.0% | 233 | +680 | 158.88% | Q3 2026 | Oct 08, 2026 |
| Nykredit A/S | History | No change | 1,245 | 119 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 934 | 104 | 0.0% | 0.0% | 235 | +131 | 16.31% | Q3 2026 | Nov 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 913 | 102 | 0.0% | 0.0% | 236 | +300 | 48.94% | Q3 2026 | Oct 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 900 | 100 | 0.0% | 0.0% | 237 | +60 | 7.14% | Q3 2026 | Oct 20, 2026 |
| Covestor Ltd | History | Reduced | 819 | 92 | 0.06% | 0.06% | 238 | -342 | -29.46% | Q3 2026 | Oct 30, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 956 | 91 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 717 | 80 | 0.01% | — | 240 | +717 | New | Q3 2026 | Nov 05, 2026 |
| Arax Advisory Partners | History | No change | 778 | 74 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 757 | 73 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 714 | 68 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 635 | 61 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Versant Capital Management, Inc | History | Added to | 490 | 54 | 0.0% | 0.0% | 245 | +6 | 1.24% | Q3 2026 | Oct 01, 2026 |
| CoreCap Advisors, LLC | History | No change | 482 | 54 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | New | 478 | 53 | 0.01% | — | 247 | +478 | New | Q3 2026 | Nov 03, 2026 |
| Fortitude Family Office, LLC | History | Added to | 448 | 50 | 0.01% | 0.0% | 248 | +192 | 75.0% | Q3 2026 | Oct 14, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 441 | 49 | 0.03% | — | 249 | +441 | New | Q3 2026 | Oct 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 502 | 48 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 498 | 47 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 472 | 45 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 399 | 44 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 347 | 33 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 353 | 33 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Salomon & Ludwin, LLC | History | No change | 298 | 33 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 327 | 31 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 322 | 30 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bayforest Capital Ltd | History | Reduced | 216 | 24 | 0.04% | 0.06% | 259 | -500 | -69.83% | Q3 2026 | Nov 03, 2026 |
| USA FINANCIAL FORMULAS | History | New | 204 | 22 | 0.0% | — | 260 | +204 | New | Q3 2026 | Oct 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 195 | 21 | 0.0% | 0.0% | 261 | +16 | 8.94% | Q3 2026 | Nov 04, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 173 | 19 | 0.0% | 0.0% | 262 | -28 | -13.93% | Q3 2026 | Oct 22, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 153 | 17 | 0.0% | 0.0% | 263 | +24 | 18.6% | Q3 2026 | Oct 27, 2026 |
| Bare Financial Services, Inc | History | Added to | 156 | 17 | 0.0% | 0.0% | 264 | +20 | 14.71% | Q3 2026 | Nov 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 183 | 17 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 129 | 12 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 108 | 12 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 106 | 11 | 0.0% | — | 270 | +106 | New | Q3 2026 | Oct 30, 2026 |
| Root Financial Partners, LLC | History | New | 101 | 11 | 0.0% | — | 269 | +101 | New | Q3 2026 | Oct 21, 2026 |
| Laurel Wealth Advisors LLC | History | New | 100 | 11 | 0.0% | — | 268 | +100 | New | Q3 2026 | Oct 27, 2026 |
| WPG Advisers, LLC | History | Added to | 75 | 8 | 0.0% | 0.0% | 272 | +44 | 141.94% | Q3 2026 | Oct 27, 2026 |
| Allworth Financial LP | History | No change | 93 | 8 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | Added to | 71 | 7 | 0.0% | 0.0% | 274 | +3 | 4.41% | Q3 2026 | Nov 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 70 | 7 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 54 | 6 | 0.0% | 0.0% | 276 | -42 | -43.75% | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 72 | 6 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quarry LP | History | No change | 72 | 6 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 60 | 5 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 40 | 4 | 0.0% | 0.0% | 279 | -263 | -86.8% | Q3 2026 | Oct 28, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 37 | 4 | 0.0% | 0.0% | 281 | +3 | 8.82% | Q3 2026 | Oct 26, 2026 |
| Elequin Capital, LP | History | No change | 47 | 4 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 35 | 3 | 0.0% | 0.0% | 282 | +13 | 59.09% | Q3 2026 | Oct 22, 2026 |
| Johnson Financial Group, Inc. | History | No change | 39 | 3 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BFC Planning, Inc. | History | No change | 39 | 3 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| UMB Private Wealth Management, LLC | History | New | 18 | 2 | 0.0% | — | 287 | +18 | New | Q3 2026 | Oct 19, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Capital Management Investments LLC | History | New | 16 | 1 | 0.0% | — | 294 | +16 | New | Q3 2026 | Oct 27, 2026 |
| ASSETMARK, INC | History | New | 14 | 1 | 0.0% | — | 293 | +14 | New | Q3 2026 | Oct 21, 2026 |
| Burk Holdings LLC | History | New | 11 | 1 | 0.0% | — | 295 | +11 | New | Q3 2026 | Nov 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 14 | 1 | 0.0% | — | 288 | +9 | 180.0% | Q3 2026 | Nov 03, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 9 | 1 | 0.0% | — | 292 | +9 | New | Q3 2026 | Oct 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 15 | 1 | 0.0% | 0.0% | 290 | +4 | 36.36% | Q3 2026 | Oct 20, 2026 |
| Avion Wealth | History | No change | 9 | 1 | 0.0% | — | 289 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 11 | 1 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Penn Capital Management Company, LLC | History | Closed out | 0 | 0 | — | 0.84% | — | -137,839 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,748 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,762 | -100.0% | Q3 2026 | Oct 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,165 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q3 2026 | Oct 26, 2026 |