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% | 96.43% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,826,611 | 137,401 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,649,720 | 80,192 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,044,668 | 50,781 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 975,788 | 47,433 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 867,250 | 42,157 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 820,488 | 39,883 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 811,624 | 39,453 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| River Road Asset Management, LLC | History | No change | 802,360 | 39,002 | 0.43% | 0.43% | 9 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CORDA Investment Management, LLC. | History | Added to | 759,740 | 34,097 | 2.24% | 2.25% | 10 | +6,033 | 0.8% | Q3 2026 | Oct 22, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 575,826 | 27,990 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 500,609 | 24,334 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 479,542 | 23,310 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 471,675 | 22,928 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| TORRAY INVESTMENT PARTNERS LLC | History | Reduced | 468,062 | 21,006 | 2.77% | 3.42% | 15 | -54,179 | -10.37% | Q3 2026 | Oct 29, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 428,968 | 20,852 | 0.07% | 0.07% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 427,013 | 20,757 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 390,080 | 18,961 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 382,892 | 18,612 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 376,963 | 18,324 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 345,151 | 16,777 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 339,317 | 16,500 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 358,574 | 16,132 | 0.02% | 0.02% | 23 | +103,706 | 40.69% | Q3 2026 | Oct 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 320,859 | 15,596 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BARCLAYS PLC | History | No change | 291,866 | 14,187 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 280,337 | 13,627 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 262,157 | 12,832 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 261,602 | 12,716 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 236,801 | 11,510 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 221,392 | 10,761 | 0.07% | 0.07% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 190,825 | 9,276 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 190,632 | 9,266 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 179,148 | 8,708 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 164,889 | 8,015 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Patrick Mauro Investment Advisor, INC. | History | No change | 163,241 | 7,935 | 3.99% | 3.99% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisory Group LLC | History | No change | 161,642 | 7,857 | 0.42% | 0.42% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 159,603 | 7,758 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 155,228 | 7,621 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 143,317 | 6,966 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 141,016 | 6,854 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 140,931 | 6,850 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 132,273 | 6,429 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 128,653 | 6,253 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 119,070 | 5,787 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 126,535 | 5,678 | 0.0% | 0.0% | 45 | +31,151 | 32.66% | Q3 2026 | Nov 02, 2026 |
| Edgestream Partners, L.P. | History | No change | 112,227 | 5,455 | 0.16% | 0.16% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 107,634 | 5,232 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 106,591 | 5,181 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 105,708 | 5,138 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 102,517 | 4,983 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 99,364 | 4,830 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SummitTX Capital, L.P. | History | No change | 93,447 | 4,542 | 0.12% | 0.12% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 88,004 | 4,277 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ilex Capital Partners (UK) LLP | History | No change | 77,220 | 3,753 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 75,516 | 3,670 | 0.19% | 0.19% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 75,400 | 3,665 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 81,473 | 3,656 | 0.01% | 0.0% | 57 | +63,388 | 350.5% | Q3 2026 | Oct 28, 2026 |
| Trexquant Investment LP | History | No change | 73,296 | 3,562 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 69,368 | 3,371 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 64,091 | 3,115 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Reduced | 66,631 | 2,990 | 0.0% | 0.0% | 61 | -9,540 | -12.52% | Q3 2026 | Nov 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 65,937 | 2,959 | 0.0% | 0.0% | 62 | -1,026 | -1.53% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 57,815 | 2,810 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 55,808 | 2,712 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 54,203 | 2,634 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 57,990 | 2,602 | 0.01% | 0.01% | 66 | -9,972 | -14.67% | Q3 2026 | Nov 03, 2026 |
| Oak Thistle LLC | History | New | 55,593 | 2,495 | 0.23% | — | 67 | +55,593 | New | Q3 2026 | Oct 21, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 54,908 | 2,464 | 0.05% | 0.03% | 68 | +27,198 | 98.15% | Q3 2026 | Nov 03, 2026 |
| AE Wealth Management LLC | History | No change | 49,457 | 2,404 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 49,399 | 2,401 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 48,275 | 2,346 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 48,132 | 2,339 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 47,813 | 2,324 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rodgers Brothers Inc. | History | No change | 47,400 | 2,304 | 0.22% | 0.22% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XTX Topco Ltd | History | No change | 47,277 | 2,298 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 46,080 | 2,239 | 0.2% | 0.2% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | New | 49,339 | 2,214 | 0.25% | — | 77 | +49,339 | New | Q3 2026 | Oct 16, 2026 |
| Aquatic Capital Management LLC | History | No change | 40,276 | 1,957 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hudson Portfolio Management LLC | History | No change | 39,930 | 1,940 | 1.47% | 1.47% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantbot Technologies LP | History | No change | 38,546 | 1,873 | 0.07% | 0.07% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brevan Howard Capital Management LP | History | No change | 38,358 | 1,864 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 40,577 | 1,821 | 0.04% | — | 82 | +40,577 | New | Q3 2026 | Oct 20, 2026 |
| Bank of New York Mellon Corp | History | No change | 36,446 | 1,771 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 41,778 | 1,747 | 0.01% | 0.01% | 84 | +2,271 | 5.75% | Q3 2026 | Oct 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 35,743 | 1,737 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 35,118 | 1,707 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Trail Advisors, LLC | History | No change | 33,226 | 1,615 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 32,624 | 1,585 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SlateStone Wealth, LLC | History | No change | 32,534 | 1,581 | 0.12% | 0.12% | 89 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tidal Investments LLC | History | No change | 31,843 | 1,547 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 29,410 | 1,429 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 29,173 | 1,418 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 28,966 | 1,408 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Employees Retirement System of Texas | History | No change | 28,371 | 1,379 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 28,300 | 1,375 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Uncommon Cents Investing Inc | History | Reduced | 29,565 | 1,326 | 0.29% | 0.31% | 96 | -250 | -0.84% | Q3 2026 | Oct 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 26,563 | 1,291 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INCEPTIONR LLC | History | No change | 26,511 | 1,288 | 0.32% | 0.32% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 26,342 | 1,280 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | No change | 26,250 | 1,276 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacifica Capital Investments, LLC | History | No change | 24,119 | 1,172 | 0.4% | 0.4% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 23,710 | 1,152 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 25,652 | 1,151 | 0.0% | 0.0% | 103 | +1,338 | 5.5% | Q3 2026 | Nov 04, 2026 |
| Mork Capital Management, LLC | History | No change | 23,510 | 1,142 | 0.73% | 0.73% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BURNEY CO/ | History | Reduced | 25,031 | 1,123 | 0.03% | 0.03% | 105 | -768 | -2.98% | Q3 2026 | Oct 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 22,420 | 1,089 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Gibbs Wealth Management | History | Added to | 23,873 | 1,071 | 0.11% | 0.14% | 107 | +732 | 3.16% | Q3 2026 | Oct 22, 2026 |
| PDT Partners, LLC | History | No change | 21,815 | 1,060 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | No change | 21,778 | 1,058 | 0.12% | 0.12% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 22,767 | 1,021 | 0.02% | 0.02% | 110 | +3,904 | 20.7% | Q3 2026 | Oct 23, 2026 |
| Odyssean, LLC | History | No change | 20,716 | 1,007 | 0.16% | 0.16% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 20,289 | 986 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 21,817 | 979 | 0.01% | 0.01% | 113 | +5,996 | 37.9% | Q3 2026 | Oct 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 21,117 | 969 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 19,384 | 942 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 19,225 | 934 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 20,685 | 928 | 0.01% | 0.02% | 117 | -8,491 | -29.1% | Q3 2026 | Oct 22, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 18,910 | 919 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABC ARBITRAGE SA | History | New | 20,129 | 903 | 0.09% | — | 119 | +20,129 | New | Q3 2026 | Oct 23, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 18,009 | 875 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 17,977 | 874 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 19,384 | 869 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Ballentine Partners, LLC | History | No change | 17,687 | 859 | 0.01% | 0.01% | 123 | 0 | 0.0% | 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% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 16,721 | 812 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Convergence Financial, LLC | History | Reduced | 17,999 | 807 | 0.11% | 0.11% | 126 | -9,263 | -33.98% | Q3 2026 | Oct 27, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 16,315 | 793 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,656 | 792 | 0.01% | 0.0% | 128 | +12,242 | 226.12% | Q3 2026 | Oct 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 17,052 | 765 | 0.01% | 0.01% | 129 | +5,052 | 42.1% | Q3 2026 | Oct 27, 2026 |
| Kiker Wealth Management, LLC | History | No change | 15,060 | 732 | 0.29% | 0.29% | 130 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 14,985 | 728 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 14,854 | 722 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 14,798 | 719 | 0.15% | 0.15% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Added to | 15,079 | 676 | 0.01% | 0.01% | 134 | +5,604 | 59.15% | Q3 2026 | Nov 03, 2026 |
| Vident Advisory, LLC | History | No change | 13,568 | 659 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 13,936 | 625 | 0.01% | 0.01% | 136 | -6,553 | -31.98% | Q3 2026 | Oct 30, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 13,049 | 609 | 0.01% | 0.01% | 137 | +6,425 | 97.0% | Q3 2026 | Oct 09, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 13,546 | 607 | 0.11% | 0.11% | 138 | +2,071 | 18.05% | Q3 2026 | Oct 20, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,971 | 581 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 11,875 | 577 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 12,544 | 562 | 0.05% | — | 141 | +12,544 | New | Q3 2026 | Oct 16, 2026 |
| Legal & General Group Plc | History | No change | 11,545 | 561 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 11,326 | 548 | 0.01% | 0.01% | 143 | +1,464 | 14.84% | Q3 2026 | Oct 26, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 11,965 | 537 | 0.13% | 0.16% | 144 | -1,180 | -8.98% | Q3 2026 | Nov 04, 2026 |
| WINTON GROUP Ltd | History | No change | 11,028 | 536 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 10,921 | 530 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frec Markets, Inc. | History | No change | 10,526 | 511 | 0.05% | 0.05% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,421 | 506 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | No change | 10,192 | 495 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fieldview Capital Management, LLC | History | No change | 9,991 | 485 | 0.14% | 0.14% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kera Capital Partners, Inc. | History | No change | 9,916 | 482 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 10,410 | 467 | 0.0% | 0.01% | 152 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Arkadios Wealth Advisors | History | No change | 9,425 | 458 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blackstone Inc. | History | No change | 9,394 | 456 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 10,082 | 452 | 0.01% | 0.01% | 155 | -1,491 | -12.88% | Q3 2026 | Nov 03, 2026 |
| Janney Montgomery Scott LLC | History | No change | 9,267 | 450 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 9,218 | 448 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CERTUITY, LLC | History | Added to | 9,846 | 441 | 0.02% | 0.02% | 158 | +2,577 | 35.45% | Q3 2026 | Nov 02, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 8,631 | 419 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CSS LLC/IL | History | No change | 8,630 | 419 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 8,548 | 415 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 8,537 | 414 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | No change | 8,514 | 414 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 8,448 | 410 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 8,408 | 408 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CIBC Asset Management Inc | History | No change | 8,347 | 405 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EP Wealth Advisors, LLC | History | No change | 8,049 | 391 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 7,926 | 385 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capula Management Ltd | History | No change | 7,789 | 378 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestcor Inc | History | No change | 7,541 | 367 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Moors & Cabot, Inc. | History | No change | 7,200 | 349 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SYON CAPITAL LLC | History | No change | 7,057 | 343 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 6,973 | 339 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Teza Capital Management LLC | History | New | 7,402 | 332 | 0.3% | — | 174 | +7,402 | New | Q3 2026 | Oct 23, 2026 |
| COMMERCE BANK | History | No change | 6,790 | 330 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wedmont Private Capital | History | New | 6,865 | 320 | 0.01% | — | 176 | +6,865 | New | Q3 2026 | Oct 09, 2026 |
| Proficio Capital Partners LLC | History | No change | 6,499 | 315 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 6,931 | 311 | 0.05% | 0.05% | 178 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| FSA Advisors, Inc. | History | No change | 6,300 | 306 | 0.14% | 0.14% | 179 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 6,236 | 303 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 6,018 | 292 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sagewood Asset Management LP | History | No change | 5,828 | 283 | 0.06% | 0.06% | 182 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 6,262 | 281 | 0.13% | — | 183 | +6,262 | New | Q3 2026 | Oct 27, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 5,646 | 274 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 5,845 | 273 | 0.01% | 0.01% | 185 | +86 | 1.49% | Q3 2026 | Oct 20, 2026 |
| Caprock Group, LLC | History | No change | 5,484 | 266 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,445 | 264 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 5,816 | 261 | 0.0% | 0.0% | 188 | -1,454 | -20.0% | Q3 2026 | Oct 16, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 5,797 | 260 | 0.0% | 0.0% | 189 | -150 | -2.52% | Q3 2026 | Oct 23, 2026 |
| Inscription Capital, LLC | History | Reduced | 5,779 | 259 | 0.03% | 0.02% | 190 | -19 | -0.33% | Q3 2026 | Nov 02, 2026 |
| Callan Family Office, LLC | History | No change | 5,298 | 257 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 5,240 | 254 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tuttle Capital Management, LLC | History | New | 5,578 | 250 | 0.11% | — | 193 | +5,578 | New | Q3 2026 | Oct 21, 2026 |
| Aaron Wealth Advisors LLC | History | New | 5,564 | 249 | 0.01% | — | 194 | +5,564 | New | Q3 2026 | Oct 13, 2026 |
| DENALI ADVISORS LLC | History | No change | 5,100 | 247 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 4,872 | 236 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 5,218 | 234 | 0.01% | 0.01% | 197 | -171 | -3.17% | Q3 2026 | Oct 27, 2026 |
| M&T BANK CORP | History | No change | 4,807 | 233 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,812 | 233 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 4,795 | 233 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 5,150 | 231 | 0.0% | 0.0% | 201 | +738 | 16.73% | Q3 2026 | Oct 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,121 | 229 | 0.0% | 0.0% | 202 | +972 | 23.43% | Q3 2026 | Nov 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,674 | 227 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Affinity Capital Advisors, LLC | History | New | 4,913 | 226 | 0.03% | — | 204 | +4,913 | New | Q3 2026 | Oct 13, 2026 |
| Sivia Capital Partners, LLC | History | No change | 4,604 | 223 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 4,496 | 218 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 4,400 | 213 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | Reduced | 4,655 | 208 | 0.0% | 0.0% | 208 | -1,218 | -20.74% | Q3 2026 | Nov 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,169 | 202 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 4,367 | 195 | 0.0% | 0.0% | 210 | +395 | 9.94% | Q3 2026 | Oct 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,733 | 181 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SG Americas Securities, LLC | History | No change | 2,825 | 137 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 2,714 | 131 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 2,609 | 126 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 2,499 | 112 | 0.0% | 0.0% | 215 | +948 | 61.12% | Q3 2026 | Oct 30, 2026 |
| Quent Capital, LLC | History | No change | 2,274 | 110 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,144 | 104 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 2,000 | 103 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | No change | 2,006 | 97 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,842 | 89 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,579 | 76 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 1,611 | 72 | 0.01% | 0.0% | 222 | +1,448 | 888.34% | Q3 2026 | Oct 07, 2026 |
| Allworth Financial LP | History | No change | 1,426 | 69 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 1,374 | 61 | 0.0% | 0.0% | 224 | +47 | 3.54% | Q3 2026 | Oct 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,358 | 60 | 0.01% | 0.0% | 225 | +278 | 25.74% | Q3 2026 | Oct 01, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 1,192 | 57 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fairscale Capital, LLC | History | No change | 1,150 | 55 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 1,153 | 51 | 0.02% | 0.02% | 228 | +11 | 0.96% | Q3 2026 | Nov 02, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 1,116 | 50 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,024 | 49 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Covestor Ltd | History | Reduced | 1,052 | 47 | 0.03% | 0.06% | 231 | -998 | -48.68% | Q3 2026 | Oct 30, 2026 |
| NFSG Corp | History | New | 985 | 44 | 0.01% | — | 232 | +985 | New | Q3 2026 | Oct 15, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 975 | 43 | 0.0% | 0.01% | 233 | -153 | -13.56% | Q3 2026 | Oct 26, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 829 | 37 | 0.01% | 0.01% | 234 | +446 | 116.45% | Q3 2026 | Oct 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 745 | 36 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 759 | 36 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 800 | 35 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 750 | 33 | 0.0% | — | 238 | +748 | 37400.0% | Q3 2026 | Oct 27, 2026 |
| True Wealth Design, LLC | History | Added to | 730 | 32 | 0.01% | 0.01% | 239 | +51 | 7.51% | Q3 2026 | Oct 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 621 | 30 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 650 | 29 | 0.0% | 0.0% | 241 | -101 | -13.45% | Q3 2026 | Nov 04, 2026 |
| Elyxium Wealth, LLC | History | New | 643 | 28 | 0.0% | — | 243 | +643 | New | Q3 2026 | Oct 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 591 | 28 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 545 | 26 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 600 | 26 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 571 | 25 | 0.0% | 0.0% | 246 | -14 | -2.39% | Q3 2026 | Oct 22, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 500 | 24 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 450 | 21 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 439 | 21 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 400 | 19 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ancora Advisors LLC | History | No change | 400 | 19 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 410 | 19 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 375 | 16 | 0.0% | — | 253 | +375 | New | Q3 2026 | Oct 16, 2026 |
| IFP Advisors, Inc | History | Reduced | 354 | 15 | 0.0% | 0.0% | 256 | -63 | -15.11% | Q3 2026 | Oct 16, 2026 |
| MetLife Investment Management, LLC | History | No change | 326 | 15 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 338 | 15 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| North Star Investment Management Corp. | History | No change | 326 | 14 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 334 | 14 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 306 | 14 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | No change | 313 | 14 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| ASSETMARK, INC | History | Added to | 300 | 13 | 0.0% | 0.0% | 263 | +54 | 21.95% | Q3 2026 | Oct 21, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 268 | 13 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 282 | 13 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 300 | 13 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 282 | 12 | 0.0% | 0.0% | 266 | -413 | -59.42% | Q3 2026 | Oct 30, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 254 | 12 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 248 | 11 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Caitlin John, LLC | History | No change | 221 | 10 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Montgomery Financial Services LLC | History | No change | 233 | 10 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Clearstead Trust, LLC | History | No change | 201 | 9 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 186 | 8 | 0.0% | 0.0% | 271 | +17 | 10.06% | Q3 2026 | Oct 21, 2026 |
| Owl Creek Wealth Partners LLC | History | Reduced | 195 | 8 | 0.0% | 0.0% | 272 | -15 | -7.14% | Q3 2026 | Oct 20, 2026 |
| Bogart Wealth, LLC | History | No change | 164 | 7 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GoalVest Advisory LLC | History | New | 145 | 6 | 0.0% | — | 276 | +145 | New | Q3 2026 | Oct 02, 2026 |
| James T. Borello RIA | History | Reduced | 144 | 6 | 0.0% | 0.0% | 275 | -4 | -2.7% | Q3 2026 | Oct 16, 2026 |
| IFG Advisory, LLC | History | No change | 143 | 6 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Networth Advisors, LLC | History | Added to | 123 | 5 | 0.0% | 0.0% | 280 | +1 | 0.82% | Q3 2026 | Nov 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 105 | 5 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 122 | 5 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Addison Advisors LLC | History | No change | 123 | 5 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | New | 103 | 4 | 0.0% | — | 284 | +103 | New | Q3 2026 | Oct 21, 2026 |
| Latitude Advisors, LLC | History | New | 100 | 4 | 0.0% | — | 283 | +100 | New | Q3 2026 | Oct 27, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 100 | 4 | 0.0% | 0.0% | 281 | -63 | -38.65% | Q3 2026 | Oct 27, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 91 | 4 | 0.0% | 0.0% | 282 | -31 | -25.41% | Q3 2026 | Oct 19, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 72 | 3 | 0.0% | 0.0% | 285 | +38 | 111.76% | Q3 2026 | Oct 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 82 | 3 | 0.0% | 0.0% | 288 | +17 | 26.15% | Q3 2026 | Oct 27, 2026 |
| BFSG, LLC | History | No change | 72 | 3 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthCollab, LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Key Capital Management, INC | History | No change | 88 | 3 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 48 | 2 | 0.0% | 0.0% | 292 | -62 | -56.36% | Q3 2026 | Oct 05, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 60 | 2 | 0.0% | — | 296 | +60 | New | Q3 2026 | Oct 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 50 | 2 | 0.0% | — | 295 | +50 | New | Q3 2026 | Oct 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 48 | 2 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| WEST PACES ADVISORS INC. | History | New | 35 | 1 | 0.0% | — | 308 | +35 | New | Q3 2026 | Oct 13, 2026 |
| Essential Partners LLC | History | Reduced | 43 | 1 | 0.0% | 0.0% | 307 | -15 | -25.86% | Q3 2026 | Oct 14, 2026 |
| Horizon Investments, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 37 | 1 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SHP Wealth Management | History | No change | 24 | 1 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JPL Wealth Management, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Millstone Evans Group, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Torren Management, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,847 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Paragon Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -4,346 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -711 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -540 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 14 | 0 | — | 0.0% | — | -129 | -90.21% | Q3 2026 | Oct 29, 2026 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2026 | Nov 02, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2026 | Nov 04, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q3 2026 | Oct 30, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SouthState Bank Corp | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Trust Co | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Archer Investment Corp | History | No change | 21 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Optiver Holding B.V. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Activest Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Evolution Advisers, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sachetta, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| American Capital Advisory, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Ares Financial Consulting, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Planning Strategies Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |