CNA FINANCIAL CORP - CNA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LOEWS CORP | History | No change | 248,414,738 | 12,075,440 | 96.43% | 95.92% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 2,826,611 | 137,401 | 0.05% | 0.06% | 2 | -211,560 | -6.96% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Reduced | 1,649,720 | 80,192 | 0.0% | 0.0% | 3 | -133,424 | -7.48% | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,044,668 | 50,781 | 0.03% | 0.07% | 4 | -1,056,424 | -50.28% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Added to | 975,788 | 47,433 | 0.0% | 0.0% | 5 | +530,044 | 118.91% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 867,250 | 42,157 | 0.05% | 0.05% | 6 | +182,003 | 26.56% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 820,488 | 39,883 | 0.01% | 0.01% | 7 | +63,355 | 8.37% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 811,624 | 39,453 | 0.03% | 0.03% | 8 | -70,411 | -7.98% | Q2 2026 | Aug 14, 2026 |
| River Road Asset Management, LLC | History | Reduced | 802,360 | 39,002 | 0.43% | 0.44% | 9 | -45,837 | -5.4% | Q2 2026 | Jul 17, 2026 |
| CORDA Investment Management, LLC. | History | Added to | 753,707 | 36,637 | 2.25% | 2.32% | 10 | +23,488 | 3.22% | Q2 2026 | Aug 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 575,826 | 27,990 | 0.01% | 0.01% | 11 | +320,068 | 125.14% | Q2 2026 | Aug 13, 2026 |
| TORRAY INVESTMENT PARTNERS LLC | History | Added to | 522,241 | 25,386 | 3.42% | 3.17% | 12 | +51,895 | 11.03% | Q2 2026 | Jul 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 500,609 | 24,334 | 0.01% | 0.0% | 13 | +461,010 | 1164.2% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 479,542 | 23,310 | 0.05% | 0.09% | 14 | -139,330 | -22.51% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Reduced | 471,675 | 22,928 | 0.0% | 0.0% | 15 | -38,941 | -7.63% | Q2 2026 | Aug 07, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 428,968 | 20,852 | 0.07% | 0.09% | 16 | -35,727 | -7.69% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 427,013 | 20,757 | 0.04% | 0.03% | 17 | +161,913 | 61.08% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Added to | 390,080 | 18,961 | 0.0% | 0.0% | 18 | +76,888 | 24.55% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 382,892 | 18,612 | 0.01% | 0.01% | 19 | -10,532 | -2.68% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 376,963 | 18,324 | 0.0% | 0.0% | 20 | -73,453 | -16.31% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | New | 345,151 | 16,777 | 0.0% | — | 21 | +345,151 | New | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 339,317 | 16,500 | 0.0% | 0.0% | 22 | -32,882 | -8.83% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 320,859 | 15,596 | 0.0% | 0.0% | 23 | +177,553 | 123.9% | Q2 2026 | Sep 02, 2026 |
| BARCLAYS PLC | History | Added to | 291,866 | 14,187 | 0.0% | 0.0% | 24 | +167,135 | 134.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 280,337 | 13,627 | 0.02% | 0.01% | 25 | +55,692 | 24.79% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 262,157 | 12,832 | 0.0% | 0.0% | 26 | +196,862 | 301.5% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 254,868 | 12,737 | 0.02% | 0.0% | 27 | +238,529 | 1459.88% | Q2 2026 | Jul 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 261,602 | 12,716 | 0.0% | 0.0% | 28 | +7,855 | 3.1% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 236,801 | 11,510 | 0.02% | 0.01% | 29 | +167,880 | 243.58% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 221,392 | 10,761 | 0.07% | — | 30 | +221,392 | New | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | Added to | 190,825 | 9,276 | 0.07% | 0.03% | 31 | +146,730 | 332.76% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 190,632 | 9,266 | 0.02% | 0.02% | 32 | +16,891 | 9.72% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 179,148 | 8,708 | 0.01% | 0.01% | 33 | +28,728 | 19.1% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 164,889 | 8,015 | 0.0% | 0.0% | 34 | +2,003 | 1.23% | Q2 2026 | Aug 13, 2026 |
| Patrick Mauro Investment Advisor, INC. | History | Added to | 163,241 | 7,935 | 3.99% | 3.73% | 35 | +1,775 | 1.1% | Q2 2026 | Aug 10, 2026 |
| Private Advisory Group LLC | History | Added to | 161,642 | 7,857 | 0.42% | 0.12% | 36 | +120,704 | 294.85% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 159,603 | 7,758 | 0.0% | 0.0% | 37 | +90,370 | 130.53% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 155,228 | 7,621 | 0.0% | 0.0% | 38 | +143,199 | 1190.45% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 143,317 | 6,966 | 0.0% | 0.0% | 39 | +78,879 | 122.41% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 141,016 | 6,854 | 0.01% | 0.0% | 40 | +115,877 | 460.95% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 140,931 | 6,850 | 0.0% | 0.0% | 41 | +5,058 | 3.72% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 132,273 | 6,429 | 0.01% | 0.01% | 42 | +3,322 | 2.58% | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 128,653 | 6,253 | 0.02% | 0.04% | 43 | +18,605 | 16.91% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 119,070 | 5,787 | 0.0% | 0.0% | 44 | +2,751 | 2.37% | Q2 2026 | Aug 13, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 112,227 | 5,455 | 0.16% | 0.18% | 45 | -6,811 | -5.72% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | Added to | 107,634 | 5,232 | 0.0% | 0.0% | 46 | +19,948 | 22.75% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 106,591 | 5,181 | 0.0% | 0.0% | 47 | -932 | -0.87% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 105,708 | 5,138 | 0.0% | 0.01% | 48 | -2,743 | -2.53% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 102,517 | 4,983 | 0.0% | 0.0% | 49 | +97,666 | 2013.32% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 99,364 | 4,830 | 0.0% | 0.01% | 50 | -16,274 | -14.07% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | Reduced | 95,384 | 4,636 | 0.0% | 0.01% | 51 | -124,651 | -56.65% | Q2 2026 | Aug 13, 2026 |
| SummitTX Capital, L.P. | History | Added to | 93,447 | 4,542 | 0.12% | 0.04% | 52 | +67,229 | 256.42% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 88,004 | 4,277 | 0.01% | 0.01% | 53 | -371 | -0.42% | Q2 2026 | Aug 14, 2026 |
| Ilex Capital Partners (UK) LLP | History | New | 77,220 | 3,753 | 0.08% | — | 54 | +77,220 | New | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 76,171 | 3,702 | 0.0% | 0.0% | 55 | +70,667 | 1283.92% | Q2 2026 | Aug 03, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 75,516 | 3,670 | 0.19% | 0.12% | 56 | +28,083 | 59.21% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 75,400 | 3,665 | 0.0% | — | 57 | +75,400 | New | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Added to | 73,296 | 3,562 | 0.02% | 0.01% | 58 | +55,356 | 308.56% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 69,368 | 3,371 | 0.0% | 0.0% | 59 | -2,248 | -3.14% | Q2 2026 | Aug 14, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 67,962 | 3,303 | 0.01% | 0.02% | 60 | -5,527 | -7.52% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 66,963 | 3,255 | 0.0% | 0.0% | 61 | +3,904 | 6.19% | Q2 2026 | Jul 29, 2026 |
| Nuveen, LLC | History | Added to | 64,091 | 3,115 | 0.0% | 0.0% | 62 | +22,243 | 53.15% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 57,815 | 2,810 | 0.0% | — | 63 | +57,815 | New | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 55,808 | 2,712 | 0.0% | 0.0% | 64 | +24,935 | 80.77% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | Reduced | 54,203 | 2,634 | 0.0% | 0.01% | 65 | -37,699 | -41.02% | Q2 2026 | Aug 27, 2026 |
| AE Wealth Management LLC | History | Added to | 49,457 | 2,404 | 0.01% | 0.01% | 66 | +3,856 | 8.46% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 49,399 | 2,401 | 0.05% | 0.15% | 67 | -36,867 | -42.74% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | Added to | 48,275 | 2,346 | 0.04% | 0.05% | 68 | +7,217 | 17.58% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 48,132 | 2,339 | 0.01% | 0.01% | 69 | +20,581 | 74.7% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Added to | 47,813 | 2,324 | 0.0% | 0.0% | 70 | +20,468 | 74.85% | Q2 2026 | Aug 12, 2026 |
| Rodgers Brothers Inc. | History | Reduced | 47,400 | 2,304 | 0.22% | 0.27% | 71 | -3,100 | -6.14% | Q2 2026 | Aug 05, 2026 |
| XTX Topco Ltd | History | New | 47,277 | 2,298 | 0.03% | — | 72 | +47,277 | New | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | New | 46,080 | 2,239 | 0.2% | — | 73 | +46,080 | New | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | Added to | 40,276 | 1,957 | 0.07% | 0.04% | 74 | +11,670 | 40.8% | Q2 2026 | Aug 14, 2026 |
| Hudson Portfolio Management LLC | History | Reduced | 39,930 | 1,940 | 1.47% | 1.55% | 75 | -200 | -0.5% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 39,507 | 1,920 | 0.01% | 0.01% | 76 | +17,717 | 81.31% | Q2 2026 | Jul 29, 2026 |
| Quantbot Technologies LP | History | Added to | 38,546 | 1,873 | 0.07% | 0.01% | 77 | +34,313 | 810.61% | Q2 2026 | Aug 12, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 38,358 | 1,864 | 0.01% | 0.01% | 78 | +10,924 | 39.82% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 36,446 | 1,771 | 0.0% | 0.0% | 79 | -40,178 | -52.44% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 35,743 | 1,737 | 0.0% | 0.0% | 80 | -1,638 | -4.38% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 35,118 | 1,707 | 0.0% | 0.0% | 81 | -12,842 | -26.78% | Q2 2026 | Aug 11, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 33,226 | 1,615 | 0.02% | 0.02% | 82 | +8,607 | 34.96% | Q2 2026 | Aug 11, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 32,624 | 1,585 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 32,534 | 1,581 | 0.12% | 0.13% | 84 | -496 | -1.5% | Q2 2026 | Jul 20, 2026 |
| Tidal Investments LLC | History | Reduced | 31,843 | 1,547 | 0.0% | 0.0% | 85 | -3,165 | -9.04% | Q2 2026 | Aug 13, 2026 |
| Uncommon Cents Investing LLC | History | Added to | 29,815 | 1,449 | 0.31% | 0.31% | 86 | +300 | 1.02% | Q2 2026 | Jul 20, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 29,410 | 1,429 | 0.0% | — | 87 | +29,410 | New | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 29,176 | 1,418 | 0.02% | 0.01% | 89 | +15,995 | 121.35% | Q2 2026 | Aug 07, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 29,173 | 1,418 | 0.09% | 0.1% | 88 | -5,850 | -16.7% | Q2 2026 | Aug 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 28,966 | 1,408 | 0.0% | 0.0% | 90 | +15,536 | 115.68% | Q2 2026 | Sep 09, 2026 |
| Employees Retirement System of Texas | History | No change | 28,371 | 1,379 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 28,300 | 1,375 | 0.02% | — | 92 | +28,300 | New | Q2 2026 | Aug 14, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 27,710 | 1,346 | 0.03% | 0.01% | 93 | +17,220 | 164.16% | Q2 2026 | Jul 31, 2026 |
| Convergence Financial, LLC | History | Reduced | 27,262 | 1,325 | 0.11% | 0.13% | 94 | -248 | -0.9% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 26,563 | 1,291 | 0.0% | 0.0% | 95 | +19,341 | 267.81% | Q2 2026 | Aug 14, 2026 |
| INCEPTIONR LLC | History | Added to | 26,511 | 1,288 | 0.32% | 0.1% | 96 | +17,309 | 188.1% | Q2 2026 | Aug 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 26,342 | 1,280 | 0.01% | 0.01% | 97 | +10,857 | 70.11% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | Added to | 26,250 | 1,276 | 0.07% | 0.05% | 98 | +5,967 | 29.42% | Q2 2026 | Aug 14, 2026 |
| BURNEY CO/ | History | Added to | 25,799 | 1,254 | 0.03% | 0.04% | 99 | +1,325 | 5.41% | Q2 2026 | Jul 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 24,314 | 1,181 | 0.0% | 0.0% | 100 | +161 | 0.67% | Q2 2026 | Aug 11, 2026 |
| Pacifica Capital Investments, LLC | History | No change | 24,119 | 1,172 | 0.4% | 0.38% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | Reduced | 23,710 | 1,152 | 0.0% | 0.0% | 102 | -6,489 | -21.49% | Q2 2026 | Aug 14, 2026 |
| Mork Capital Management, LLC | History | No change | 23,510 | 1,142 | 0.73% | 0.77% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 22,420 | 1,089 | 0.0% | 0.0% | 104 | +1,377 | 6.54% | Q2 2026 | Aug 19, 2026 |
| PDT Partners, LLC | History | New | 21,815 | 1,060 | 0.06% | — | 105 | +21,815 | New | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | Added to | 21,778 | 1,058 | 0.12% | 0.06% | 106 | +12,241 | 128.35% | Q2 2026 | Aug 06, 2026 |
| Gibbs Wealth Management | History | No change | 23,036 | 1,057 | 0.14% | 0.14% | 107 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Odyssean, LLC | History | New | 20,716 | 1,007 | 0.16% | — | 108 | +20,716 | New | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 20,489 | 995 | 0.01% | — | 109 | +20,489 | New | Q2 2026 | Jul 28, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 20,289 | 986 | 0.0% | 0.0% | 110 | -280 | -1.36% | Q2 2026 | Aug 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 21,117 | 969 | 0.0% | 0.0% | 111 | +8,821 | 71.74% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 19,384 | 942 | 0.0% | 0.0% | 113 | -16,517 | -46.01% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 19,384 | 942 | 0.0% | 0.0% | 112 | -3,900 | -16.75% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | New | 19,225 | 934 | 0.0% | — | 114 | +19,225 | New | Q2 2026 | Jul 27, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 18,910 | 919 | 0.0% | — | 115 | +18,910 | New | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 18,863 | 916 | 0.02% | 0.02% | 116 | +2,728 | 16.91% | Q2 2026 | Jul 23, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 18,085 | 879 | 0.0% | 0.0% | 117 | +2,931 | 19.34% | Q2 2026 | Jul 22, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 18,009 | 875 | 0.01% | 0.01% | 118 | -255 | -1.4% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 17,977 | 874 | 0.0% | 0.0% | 119 | +722 | 4.18% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | Reduced | 17,687 | 859 | 0.01% | 0.01% | 120 | -613 | -3.35% | Q2 2026 | Jul 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 16,794 | 816 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 16,721 | 812 | 0.0% | 0.01% | 122 | -32,040 | -65.71% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 16,315 | 793 | 0.0% | 0.0% | 123 | +5,184 | 46.57% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | New | 15,821 | 769 | 0.01% | — | 124 | +15,821 | New | Q2 2026 | Aug 10, 2026 |
| Kiker Wealth Management, LLC | History | Added to | 15,060 | 732 | 0.29% | 0.31% | 125 | +713 | 4.97% | Q2 2026 | Jul 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 14,985 | 728 | 0.0% | 0.0% | 126 | -132 | -0.87% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 14,854 | 722 | 0.0% | 0.0% | 127 | -2,374 | -13.78% | Q2 2026 | Aug 05, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 14,798 | 719 | 0.15% | 0.08% | 128 | +10,024 | 209.97% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | Reduced | 13,568 | 659 | 0.0% | 0.01% | 129 | -986 | -6.77% | Q2 2026 | Aug 12, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 13,145 | 638 | 0.16% | 0.18% | 130 | -391 | -2.89% | Q2 2026 | Aug 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 12,000 | 583 | 0.01% | 0.01% | 131 | +3,886 | 47.89% | Q2 2026 | Jul 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,971 | 581 | 0.0% | 0.0% | 132 | -1,045 | -8.03% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 11,875 | 577 | 0.0% | 0.01% | 133 | -266 | -2.19% | Q2 2026 | Aug 11, 2026 |
| HUB Investment Partners, LLC | History | Added to | 11,573 | 562 | 0.01% | 0.01% | 134 | +6,250 | 117.41% | Q2 2026 | Jul 31, 2026 |
| Legal & General Group Plc | History | Added to | 11,545 | 561 | 0.0% | 0.0% | 135 | +1,133 | 10.88% | Q2 2026 | Aug 14, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 11,475 | 557 | 0.11% | 0.1% | 136 | +2,004 | 21.16% | Q2 2026 | Jul 24, 2026 |
| CWM, LLC | History | No change | 11,705 | 537 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WINTON GROUP Ltd | History | New | 11,028 | 536 | 0.02% | — | 138 | +11,028 | New | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | Added to | 10,921 | 530 | 0.0% | 0.0% | 139 | +761 | 7.49% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 9,862 | 514 | 0.01% | 0.01% | 140 | +487 | 5.19% | Q2 2026 | Jul 29, 2026 |
| Frec Markets, Inc. | History | Added to | 10,526 | 511 | 0.05% | 0.06% | 141 | +3,410 | 47.92% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 10,410 | 506 | 0.01% | 0.01% | 143 | -1,225 | -10.53% | Q2 2026 | Jul 20, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,421 | 506 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | Added to | 10,192 | 495 | 0.0% | 0.0% | 144 | +405 | 4.14% | Q2 2026 | Aug 07, 2026 |
| Fieldview Capital Management, LLC | History | New | 9,991 | 485 | 0.14% | — | 145 | +9,991 | New | Q2 2026 | Aug 14, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 9,916 | 482 | 0.05% | 0.05% | 146 | +1,045 | 11.78% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Reduced | 9,475 | 460 | 0.01% | 0.02% | 147 | -15,940 | -62.72% | Q2 2026 | Jul 29, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 9,425 | 458 | 0.01% | 0.01% | 148 | -307 | -3.15% | Q2 2026 | Aug 10, 2026 |
| Blackstone Inc. | History | New | 9,394 | 456 | 0.0% | — | 149 | +9,394 | New | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 9,267 | 450 | 0.0% | 0.0% | 150 | +3,199 | 52.72% | Q2 2026 | Aug 05, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 9,218 | 448 | 0.0% | 0.0% | 151 | -15,333 | -62.45% | Q2 2026 | Aug 13, 2026 |
| CSS LLC/IL | History | New | 8,630 | 419 | 0.02% | — | 153 | +8,630 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 8,631 | 419 | 0.0% | 0.0% | 152 | -344 | -3.83% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 8,548 | 415 | 0.0% | 0.0% | 154 | -367 | -4.12% | Q2 2026 | Aug 13, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 8,514 | 414 | 0.0% | 0.0% | 156 | -550 | -6.07% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 8,537 | 414 | 0.0% | 0.0% | 155 | -303 | -3.43% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 8,448 | 410 | 0.0% | 0.0% | 157 | +103 | 1.23% | Q2 2026 | Aug 12, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 8,408 | 408 | 0.04% | 0.03% | 158 | +3,540 | 72.72% | Q2 2026 | Jul 29, 2026 |
| CIBC Asset Management Inc | History | New | 8,347 | 405 | 0.0% | — | 159 | +8,347 | New | Q2 2026 | Aug 03, 2026 |
| EP Wealth Advisors, LLC | History | New | 8,049 | 391 | 0.0% | — | 160 | +8,049 | New | Q2 2026 | Aug 11, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 7,926 | 385 | 0.01% | 0.01% | 161 | +2,959 | 59.57% | Q2 2026 | Jul 28, 2026 |
| Capula Management Ltd | History | Reduced | 7,789 | 378 | 0.0% | 0.0% | 162 | -7,240 | -48.17% | Q2 2026 | Aug 14, 2026 |
| Vestcor Inc | History | No change | 7,541 | 367 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 7,270 | 353 | 0.0% | — | 165 | +7,270 | New | Q2 2026 | Jul 27, 2026 |
| CERTUITY, LLC | History | Added to | 7,269 | 353 | 0.02% | 0.02% | 164 | +2,130 | 41.45% | Q2 2026 | Jul 28, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 7,200 | 349 | 0.01% | 0.02% | 166 | -4,080 | -36.17% | Q2 2026 | Aug 10, 2026 |
| SYON CAPITAL LLC | History | Reduced | 7,057 | 343 | 0.01% | 0.02% | 167 | -3,589 | -33.71% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 6,973 | 339 | 0.0% | 0.0% | 168 | -1,177 | -14.44% | Q2 2026 | Aug 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 6,624 | 337 | 0.01% | — | 169 | +6,624 | New | Q2 2026 | Jul 15, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 6,931 | 336 | 0.05% | 0.05% | 170 | -25 | -0.36% | Q2 2026 | Jul 16, 2026 |
| COMMERCE BANK | History | Added to | 6,790 | 330 | 0.0% | 0.0% | 171 | +68 | 1.01% | Q2 2026 | Aug 12, 2026 |
| Proficio Capital Partners LLC | History | New | 6,499 | 315 | 0.01% | — | 172 | +6,499 | New | Q2 2026 | Aug 14, 2026 |
| FSA Advisors, Inc. | History | New | 6,300 | 306 | 0.14% | — | 173 | +6,300 | New | Q2 2026 | Aug 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 6,236 | 303 | 0.0% | 0.0% | 174 | -422 | -6.34% | Q2 2026 | Aug 17, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | New | 6,018 | 292 | 0.0% | — | 175 | +6,018 | New | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,947 | 289 | 0.0% | 0.0% | 176 | +1,470 | 32.83% | Q2 2026 | Jul 23, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,873 | 285 | 0.0% | 0.01% | 177 | -1,207 | -17.05% | Q2 2026 | Aug 05, 2026 |
| Sagewood Asset Management LP | History | Reduced | 5,828 | 283 | 0.06% | 0.12% | 178 | -2,216 | -27.55% | Q2 2026 | Jul 29, 2026 |
| Inscription Capital, LLC | History | Added to | 5,798 | 281 | 0.02% | 0.03% | 179 | +423 | 7.87% | Q2 2026 | Aug 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 5,759 | 279 | 0.01% | 0.01% | 180 | -2,883 | -33.36% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 5,646 | 274 | 0.0% | 0.0% | 181 | -3,014 | -34.8% | Q2 2026 | Aug 17, 2026 |
| Caprock Group, LLC | History | Reduced | 5,484 | 266 | 0.01% | 0.01% | 182 | -2,958 | -35.04% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,445 | 264 | 0.01% | 0.0% | 183 | +5,218 | 2298.68% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,414 | 263 | 0.0% | 0.0% | 184 | +1,596 | 41.8% | Q2 2026 | Jul 17, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 5,389 | 261 | 0.01% | 0.01% | 185 | -119 | -2.16% | Q2 2026 | Aug 06, 2026 |
| Callan Family Office, LLC | History | Added to | 5,298 | 257 | 0.01% | 0.01% | 186 | +188 | 3.68% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 5,240 | 254 | 0.0% | — | 187 | +5,240 | New | Q2 2026 | Aug 14, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 5,100 | 247 | 0.02% | 0.03% | 188 | -9 | -0.18% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | Added to | 4,872 | 236 | 0.0% | 0.0% | 189 | +4,611 | 1766.67% | Q2 2026 | Aug 10, 2026 |
| Claro Advisors Inc. | History | Reduced | 4,847 | 235 | 0.02% | 0.03% | 190 | -1 | -0.02% | Q2 2026 | Jul 30, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 4,795 | 233 | 0.01% | — | 193 | +4,795 | New | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | Reduced | 4,807 | 233 | 0.0% | 0.0% | 191 | -1,550 | -24.38% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,812 | 233 | 0.0% | 0.0% | 192 | +760 | 18.76% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,674 | 227 | 0.0% | 0.0% | 194 | +185 | 4.12% | Q2 2026 | Aug 12, 2026 |
| Sivia Capital Partners, LLC | History | New | 4,604 | 223 | 0.03% | — | 195 | +4,604 | New | Q2 2026 | Jul 23, 2026 |
| First Affirmative Financial Network | History | No change | 4,852 | 222 | 0.09% | 0.09% | 196 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 4,496 | 218 | 0.0% | 0.0% | 197 | -5,957 | -56.99% | Q2 2026 | Jul 17, 2026 |
| MILLINGTON SECURITIES, LLC | History | No change | 4,691 | 215 | 0.06% | 0.06% | 198 | 0 | 0.0% | Q1 2026 | Jul 15, 2026 |
| Crestwood Advisors Group, LLC | History | New | 4,412 | 214 | 0.0% | — | 199 | +4,412 | New | Q2 2026 | Aug 03, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 4,400 | 213 | 0.01% | — | 200 | +4,400 | New | Q2 2026 | Aug 10, 2026 |
| Paragon Capital Management Ltd | History | New | 4,346 | 211 | 0.04% | — | 201 | +4,346 | New | Q2 2026 | Jul 29, 2026 |
| DGS Capital Management, LLC | History | No change | 4,469 | 205 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,169 | 202 | 0.0% | 0.0% | 203 | -28,820 | -87.36% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 4,149 | 201 | 0.0% | — | 204 | +4,149 | New | Q2 2026 | Jul 28, 2026 |
| Daiwa Securities Group Inc. | History | No change | 3,972 | 193 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,733 | 181 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SG Americas Securities, LLC | History | Reduced | 2,825 | 137 | 0.0% | 0.0% | 207 | -1,689 | -37.42% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,714 | 131 | 0.0% | 0.0% | 208 | -1,793 | -39.78% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Reduced | 2,609 | 126 | 0.0% | 0.0% | 209 | -1,162 | -30.81% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | Added to | 2,274 | 110 | 0.01% | 0.01% | 210 | +305 | 15.49% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,144 | 104 | 0.0% | 0.0% | 211 | +352 | 19.64% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | Reduced | 2,000 | 103 | 0.0% | 0.0% | 212 | -275 | -12.09% | Q2 2026 | Jul 27, 2026 |
| Covestor Ltd | History | Added to | 2,050 | 100 | 0.06% | 0.03% | 213 | +951 | 86.53% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | Added to | 2,006 | 97 | 0.0% | 0.0% | 214 | +1,135 | 130.31% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,842 | 89 | 0.0% | 0.0% | 215 | -545 | -22.83% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | New | 1,579 | 76 | 0.0% | — | 216 | +1,579 | New | Q2 2026 | Aug 06, 2026 |
| STRS OHIO | History | Added to | 1,551 | 75 | 0.0% | 0.0% | 217 | +1,045 | 206.52% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | Reduced | 1,426 | 69 | 0.0% | 0.0% | 218 | -786 | -35.53% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,327 | 64 | 0.0% | 0.0% | 219 | -864 | -39.43% | Q2 2026 | Jul 07, 2026 |
| Eurizon Capital SGR S.p.A. | History | Reduced | 1,192 | 57 | 0.0% | 0.0% | 220 | -31,971 | -96.41% | Q2 2026 | Jul 29, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 1,142 | 55 | 0.02% | 0.18% | 221 | -12,394 | -91.56% | Q2 2026 | Aug 07, 2026 |
| Fairscale Capital, LLC | History | No change | 1,150 | 55 | 0.03% | 0.04% | 222 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,128 | 54 | 0.01% | 0.0% | 224 | +916 | 432.08% | Q2 2026 | Jul 22, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 1,116 | 54 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,080 | 52 | 0.0% | 0.01% | 225 | -598 | -35.64% | Q2 2026 | Jul 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,024 | 49 | 0.0% | 0.0% | 226 | +429 | 72.1% | Q2 2026 | Aug 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 800 | 38 | 0.0% | — | 227 | +800 | New | Q2 2026 | Jul 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 751 | 36 | 0.0% | 0.0% | 228 | -611 | -44.86% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 745 | 36 | 0.0% | 0.0% | 229 | +94 | 14.44% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 695 | 35 | 0.0% | — | 230 | +695 | New | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 711 | 34 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| True Wealth Design, LLC | History | Added to | 679 | 33 | 0.01% | 0.01% | 232 | +210 | 44.78% | Q2 2026 | Jul 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 621 | 30 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 600 | 29 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 585 | 28 | 0.0% | 0.0% | 236 | -4,658 | -88.84% | Q2 2026 | Jul 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 591 | 28 | 0.0% | 0.0% | 235 | -115 | -16.29% | Q2 2026 | Aug 06, 2026 |
| Alpine Bank Wealth Management | History | New | 540 | 26 | 0.0% | — | 238 | +540 | New | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 545 | 26 | 0.0% | 0.0% | 237 | -42 | -7.16% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 450 | 21 | 0.0% | — | 240 | +450 | New | Q2 2026 | Aug 06, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 439 | 21 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 417 | 20 | 0.0% | 0.0% | 241 | -124 | -22.92% | Q2 2026 | Jul 20, 2026 |
| Ancora Advisors LLC | History | Reduced | 400 | 19 | 0.0% | 0.0% | 243 | -1,147 | -74.14% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 400 | 19 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 410 | 19 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 383 | 18 | 0.01% | 0.01% | 245 | -23 | -5.67% | Q2 2026 | Jul 07, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | New | 334 | 16 | 0.0% | — | 247 | +334 | New | Q2 2026 | Aug 07, 2026 |
| Westside Investment Management, Inc. | History | No change | 338 | 16 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 326 | 15 | 0.0% | 0.0% | 249 | -21 | -6.05% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 313 | 15 | 0.0% | 0.0% | 250 | +13 | 4.33% | Q2 2026 | Jul 06, 2026 |
| North Star Investment Management Corp. | History | No change | 326 | 15 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 306 | 14 | 0.0% | 0.01% | 251 | -838 | -73.25% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 300 | 14 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 282 | 13 | 0.0% | 0.0% | 254 | -876 | -75.65% | Q2 2026 | Aug 24, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 268 | 13 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 254 | 12 | 0.01% | — | 256 | +254 | New | Q2 2026 | Aug 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 248 | 12 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Montgomery Financial Services LLC | History | New | 233 | 11 | 0.01% | — | 258 | +233 | New | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 246 | 11 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Owl Creek Wealth Partners LLC | History | Reduced | 210 | 10 | 0.0% | 0.01% | 260 | -280 | -57.14% | Q2 2026 | Jul 20, 2026 |
| Caitlin John, LLC | History | Added to | 221 | 10 | 0.01% | 0.01% | 259 | +1 | 0.45% | Q2 2026 | Aug 17, 2026 |
| Clearstead Trust, LLC | History | Added to | 201 | 9 | 0.0% | 0.0% | 261 | +129 | 179.17% | Q2 2026 | Aug 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 169 | 8 | 0.0% | 0.0% | 262 | -89 | -34.5% | Q2 2026 | Jul 22, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 163 | 7 | 0.0% | — | 266 | +163 | New | Q2 2026 | Jul 22, 2026 |
| Bogart Wealth, LLC | History | Added to | 164 | 7 | 0.0% | 0.0% | 265 | +126 | 331.58% | Q2 2026 | Jul 24, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 163 | 7 | 0.0% | 0.0% | 264 | +11 | 7.24% | Q2 2026 | Sep 04, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 161 | 7 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IFG Advisory, LLC | History | New | 143 | 6 | 0.0% | — | 267 | +143 | New | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 143 | 6 | 0.0% | — | 268 | +143 | New | Q2 2026 | Aug 04, 2026 |
| Addison Advisors LLC | History | New | 123 | 5 | 0.0% | — | 274 | +123 | New | Q2 2026 | Aug 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 110 | 5 | 0.0% | 0.0% | 270 | -100 | -47.62% | Q2 2026 | Jul 02, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 122 | 5 | 0.0% | 0.0% | 272 | +20 | 19.61% | Q2 2026 | Jul 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 105 | 5 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 122 | 5 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Networth Advisors, LLC | History | No change | 122 | 5 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Key Capital Management, INC | History | No change | 88 | 4 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 65 | 3 | 0.0% | 0.0% | 278 | -82 | -55.78% | Q2 2026 | Aug 07, 2026 |
| BFSG, LLC | History | New | 72 | 3 | 0.0% | — | 280 | +72 | New | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 65 | 3 | 0.0% | 0.0% | 277 | +36 | 124.14% | Q2 2026 | Aug 13, 2026 |
| WealthCollab, LLC | History | Reduced | 80 | 3 | 0.0% | 0.0% | 279 | -23 | -22.33% | Q2 2026 | Aug 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 64 | 3 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Essential Partners LLC | History | Reduced | 58 | 2 | 0.0% | 0.0% | 283 | -241 | -80.6% | Q2 2026 | Aug 10, 2026 |
| Asset Dedication, LLC | History | New | 49 | 2 | 0.0% | — | 285 | +49 | New | Q2 2026 | Jul 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 48 | 2 | 0.0% | — | 284 | +48 | New | Q2 2026 | Jul 31, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 48 | 2 | 0.0% | — | 286 | +48 | New | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 57 | 2 | 0.0% | 0.0% | 281 | -21 | -26.92% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Horizon Investments, LLC | History | Reduced | 24 | 1 | 0.0% | 0.0% | 287 | -496 | -95.38% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | Reduced | 24 | 1 | 0.0% | 0.0% | 290 | -118 | -83.1% | Q2 2026 | Aug 11, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 37 | 1 | 0.0% | — | 296 | +37 | New | Q2 2026 | Aug 04, 2026 |
| Bruce G. Allen Investments, LLC | History | New | 21 | 1 | 0.0% | — | 297 | +21 | New | Q2 2026 | Jul 31, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 23 | 1 | 0.0% | — | 293 | +17 | 283.33% | Q2 2026 | Aug 26, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 41 | 1 | 0.0% | 0.0% | 291 | -13 | -24.07% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 37 | 1 | 0.0% | 0.0% | 288 | -2 | -5.13% | Q2 2026 | Jul 20, 2026 |
| Archer Investment Corp | History | No change | 21 | 1 | 0.0% | — | 289 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LRI Investments, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Torren Management, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -145,742 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -137,749 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Vest Financial, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -76,048 | -100.0% | Q2 2026 | Jul 24, 2026 |