COHEN & STEERS, INC. - CNS
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 | 4,509,985 | 343,390 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,701,955 | 129,586 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,261,258 | 96,032 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,192,323 | 90,783 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,207,993 | 88,315 | 0.02% | 0.02% | 5 | +9,240 | 0.77% | Q3 2026 | Nov 04, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 1,110,706 | 81,203 | 0.6% | 0.59% | 6 | -75,205 | -6.34% | Q3 2026 | Oct 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,064,399 | 81,043 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 962,591 | 73,291 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 923,968 | 70,350 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 885,879 | 67,462 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 747,258 | 54,632 | 1.26% | 1.2% | 11 | -21,490 | -2.8% | Q3 2026 | Oct 13, 2026 |
| MORGAN STANLEY | History | No change | 569,812 | 43,385 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Woodline Partners LP | History | No change | 518,633 | 39,488 | 0.12% | 0.12% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Trust Walden Corp | History | Reduced | 505,611 | 36,965 | 0.3% | 0.31% | 14 | -28,938 | -5.41% | Q3 2026 | Oct 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 485,159 | 36,940 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 463,138 | 35,263 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 451,679 | 34,390 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 450,099 | 32,906 | 0.03% | 0.01% | 18 | +384,155 | 582.55% | Q3 2026 | Oct 15, 2026 |
| Bank of New York Mellon Corp | History | No change | 427,024 | 32,513 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 423,779 | 30,927 | 0.16% | 0.16% | 20 | -404 | -0.1% | Q3 2026 | Oct 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 369,895 | 28,163 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 364,378 | 27,743 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 360,657 | 27,460 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 353,861 | 26,942 | 0.32% | 0.32% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORGES BANK | History | No change | 353,653 | 26,927 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 351,873 | 26,791 | 0.24% | 0.24% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GW&K Investment Management, LLC | History | No change | 348,944 | 26,568 | 0.21% | 0.21% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 344,944 | 26,264 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 283,140 | 21,558 | 0.1% | 0.1% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 257,065 | 19,572 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 240,160 | 18,285 | 0.9% | 0.9% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | No change | 221,710 | 16,880 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 202,550 | 15,422 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GABELLI FUNDS LLC | History | No change | 199,872 | 15,218 | 0.1% | 0.1% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 198,499 | 15,113 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aristotle Capital Boston, LLC | History | No change | 173,262 | 13,192 | 0.88% | 0.88% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 172,333 | 13,121 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAMCO INC /NY/ | History | No change | 153,511 | 11,688 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Added to | 146,315 | 10,697 | 1.54% | 1.63% | 39 | +940 | 0.65% | Q3 2026 | Oct 19, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 134,749 | 10,259 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 136,904 | 10,009 | 0.01% | 0.01% | 41 | +1,253 | 0.92% | Q3 2026 | Nov 02, 2026 |
| ProShare Advisors LLC | History | Added to | 126,251 | 9,230 | 0.01% | 0.01% | 42 | +34,512 | 37.62% | Q3 2026 | Oct 28, 2026 |
| NICHOLAS COMPANY, INC. | History | Added to | 125,785 | 9,196 | 0.17% | 0.17% | 43 | +120 | 0.1% | Q3 2026 | Nov 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 120,637 | 9,189 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANDMARK INVESTMENT PARTNERS, L.P. | History | No change | 108,850 | 9,161 | 2.29% | 2.29% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 117,286 | 8,930 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 117,110 | 8,917 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 102,692 | 7,818 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 105,924 | 7,744 | 0.0% | 0.0% | 49 | +12,376 | 13.23% | Q3 2026 | Nov 02, 2026 |
| WINSLOW ASSET MANAGEMENT INC | History | No change | 101,538 | 7,731 | 1.34% | 1.34% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Marathon Partners Equity Management, LLC | History | No change | 100,000 | 7,614 | 7.11% | 7.11% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 85,873 | 6,538 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 83,623 | 6,367 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 79,689 | 6,067 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 73,709 | 5,612 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Taylor Hoffman Capital Management LLC | History | No change | 71,870 | 5,472 | 1.33% | 1.33% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | No change | 68,958 | 5,250 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jefferies Financial Group Inc. | History | No change | 67,244 | 5,119 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 57,021 | 4,341 | 0.34% | 0.34% | 59 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Swiss National Bank | History | No change | 56,800 | 4,324 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 53,120 | 4,044 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 53,067 | 4,040 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Voleon Capital Management LP | History | No change | 52,219 | 3,975 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 51,710 | 3,937 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Reduced | 52,744 | 3,856 | 0.02% | 0.03% | 65 | -36,411 | -40.84% | Q3 2026 | Nov 02, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 50,330 | 3,832 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 45,227 | 3,443 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 44,475 | 3,386 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 39,992 | 3,045 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 39,824 | 3,032 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 41,411 | 3,028 | 0.2% | 0.21% | 71 | +1,650 | 4.15% | Q3 2026 | Oct 22, 2026 |
| BARCLAYS PLC | History | No change | 39,605 | 3,015 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 36,506 | 2,780 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 43,060 | 2,693 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 35,084 | 2,671 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 34,532 | 2,629 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 34,192 | 2,603 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 32,889 | 2,504 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 32,394 | 2,466 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 32,170 | 2,449 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 32,062 | 2,441 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 31,826 | 2,422 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 31,367 | 2,388 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Holocene Advisors, LP | History | No change | 31,375 | 2,388 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 31,125 | 2,369 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 29,891 | 2,276 | 0.51% | 0.51% | 86 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Jump Financial, LLC | History | No change | 29,026 | 2,210 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 28,745 | 2,188 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aquatic Capital Management LLC | History | No change | 28,731 | 2,187 | 0.08% | 0.08% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 28,308 | 2,155 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 28,306 | 2,155 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Achmea Investment Management B.V. | History | New | 29,444 | 2,154 | 0.02% | — | 92 | +29,444 | New | Q3 2026 | Oct 30, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 26,896 | 2,047 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 26,670 | 2,030 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carnegie Investment Counsel | History | Added to | 27,445 | 2,006 | 0.04% | 0.04% | 95 | +900 | 3.39% | Q3 2026 | Oct 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 25,924 | 1,973 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 26,954 | 1,970 | 0.0% | 0.0% | 97 | +3,758 | 16.2% | Q3 2026 | Oct 28, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 25,526 | 1,943 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 26,063 | 1,905 | 0.0% | 0.0% | 99 | +5,573 | 27.2% | Q3 2026 | Nov 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 23,776 | 1,810 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 23,612 | 1,797 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 22,345 | 1,701 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Corient Private Wealth LP | History | No change | 22,092 | 1,682 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| VARCOV Co. | History | No change | 21,692 | 1,651 | 0.63% | 0.63% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 21,066 | 1,603 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 19,797 | 1,507 | 0.14% | 0.14% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 19,577 | 1,490 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 18,749 | 1,427 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 18,450 | 1,404 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 19,200 | 1,403 | 0.01% | 0.0% | 110 | +8,600 | 81.13% | Q3 2026 | Oct 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 18,229 | 1,388 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 18,938 | 1,384 | 0.11% | 0.11% | 112 | +1,417 | 8.09% | Q3 2026 | Oct 06, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 18,463 | 1,349 | 0.63% | 0.65% | 113 | -54 | -0.29% | Q3 2026 | Oct 20, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 18,227 | 1,332 | 0.01% | 0.01% | 114 | -1,153 | -5.95% | Q3 2026 | Oct 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 15,945 | 1,214 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 15,115 | 1,150 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 16,163 | 1,142 | 0.0% | 0.0% | 117 | -228 | -1.39% | Q3 2026 | Oct 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 14,944 | 1,137 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 14,927 | 1,136 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 14,823 | 1,083 | 0.01% | 0.01% | 120 | +1,579 | 11.92% | Q3 2026 | Nov 05, 2026 |
| Walleye Capital LLC | History | No change | 13,111 | 998 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 13,107 | 997 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 13,067 | 994 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 12,454 | 948 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Jupiter Topco LLC | History | No change | 12,391 | 943 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 11,900 | 906 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 12,064 | 881 | 0.03% | 0.02% | 127 | +570 | 4.96% | Q3 2026 | Oct 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,000 | 877 | 0.01% | 0.01% | 128 | -200 | -1.64% | Q3 2026 | Oct 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 11,889 | 869 | 0.0% | 0.0% | 129 | +1,318 | 12.47% | Q3 2026 | Nov 04, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 10,987 | 836 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 10,865 | 827 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 10,554 | 803 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,319 | 785 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 10,510 | 768 | 0.0% | 0.0% | 134 | -2,478 | -19.08% | Q3 2026 | Oct 20, 2026 |
| Neuberger Berman Group LLC | History | No change | 9,948 | 757 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 9,616 | 731 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 8,928 | 679 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 8,807 | 670 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 8,551 | 651 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,394 | 639 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Inspire Investing, LLC | History | Reduced | 8,661 | 633 | 0.03% | 0.03% | 141 | -323 | -3.6% | Q3 2026 | Oct 22, 2026 |
| Cetera Investment Advisers | History | No change | 8,188 | 623 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 8,100 | 616 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 7,829 | 596 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 7,695 | 585 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Arizona State Retirement System | History | Added to | 7,964 | 582 | 0.0% | 0.0% | 146 | +164 | 2.1% | Q3 2026 | Nov 03, 2026 |
| Quantbot Technologies LP | History | No change | 7,446 | 566 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 7,367 | 560 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,336 | 536 | 0.0% | 0.0% | 149 | -141 | -1.89% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,146 | 522 | 0.01% | 0.01% | 150 | -203 | -2.76% | Q3 2026 | Oct 22, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 6,816 | 519 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stirlingshire Investments, Inc. | History | New | 6,868 | 502 | 0.35% | — | 152 | +6,868 | New | Q3 2026 | Nov 05, 2026 |
| Arax Advisory Partners | History | No change | 6,590 | 501 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,492 | 494 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 6,664 | 487 | 0.0% | 0.0% | 155 | +81 | 1.23% | Q3 2026 | Nov 03, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 6,635 | 484 | 0.01% | 0.01% | 156 | -4,815 | -42.05% | Q3 2026 | Oct 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 6,382 | 466 | 0.01% | 0.01% | 157 | +44 | 0.69% | Q3 2026 | Oct 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,100 | 464 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 6,332 | 462 | 0.01% | 0.01% | 159 | -148 | -2.28% | Q3 2026 | Nov 03, 2026 |
| Baron Wealth Management LLC | History | Added to | 6,289 | 459 | 0.12% | 0.12% | 160 | +189 | 3.1% | Q3 2026 | Oct 27, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 6,086 | 445 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 5,666 | 431 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EntryPoint Capital, LLC | History | No change | 5,658 | 430 | 0.1% | 0.1% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 5,541 | 421 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 5,482 | 417 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 5,320 | 405 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMERCE BANK | History | No change | 5,295 | 403 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 5,281 | 402 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 5,274 | 401 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,116 | 389 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 5,089 | 372 | 0.01% | 0.01% | 171 | -202 | -3.82% | Q3 2026 | Nov 03, 2026 |
| Venturi Wealth Management, LLC | History | No change | 4,891 | 372 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,875 | 371 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 4,635 | 352 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 4,792 | 350 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Fieldview Capital Management, LLC | History | No change | 4,532 | 345 | 0.1% | 0.1% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,509 | 343 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 4,963 | 341 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Merit Financial Group, LLC | History | No change | 4,358 | 331 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,244 | 323 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,184 | 319 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GROUP ONE TRADING LLC | History | No change | 4,157 | 316 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 4,104 | 312 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Reduced | 4,215 | 308 | 0.09% | 0.08% | 184 | -163 | -3.72% | Q3 2026 | Oct 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,041 | 307 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,968 | 302 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 3,951 | 300 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mendel Capital Management LLC | History | No change | 3,877 | 295 | 0.13% | 0.13% | 188 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 3,801 | 289 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 3,593 | 273 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 3,305 | 251 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 3,309 | 251 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 3,262 | 238 | 0.0% | 0.0% | 193 | -194 | -5.61% | Q3 2026 | Oct 23, 2026 |
| Abel Hall, LLC | History | Added to | 3,255 | 237 | 0.04% | 0.04% | 194 | +17 | 0.53% | Q3 2026 | Oct 19, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 3,227 | 235 | 0.0% | 0.0% | 195 | +48 | 1.51% | Q3 2026 | Oct 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,778 | 211 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 2,861 | 209 | 0.05% | 0.06% | 198 | -477 | -14.29% | Q3 2026 | Oct 08, 2026 |
| DnB Asset Management AS | History | No change | 2,749 | 209 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,741 | 208 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,651 | 207 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Reduced | 2,817 | 205 | 0.0% | 0.0% | 201 | -50 | -1.74% | Q3 2026 | Nov 03, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 2,674 | 203 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krane Funds Advisors LLC | History | No change | 2,661 | 202 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | No change | 2,500 | 198 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 2,700 | 197 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,583 | 196 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Wyoming | History | Added to | 2,627 | 192 | 0.01% | 0.01% | 207 | +1,579 | 150.67% | Q3 2026 | Oct 28, 2026 |
| Allworth Financial LP | History | No change | 2,022 | 153 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,997 | 152 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,845 | 140 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,512 | 110 | 0.0% | 0.0% | 211 | +385 | 34.16% | Q3 2026 | Oct 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,274 | 93 | 0.01% | 0.01% | 212 | +21 | 1.68% | Q3 2026 | Oct 27, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1,100 | 83 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,079 | 82 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Covestor Ltd | History | Reduced | 1,073 | 78 | 0.05% | 0.06% | 215 | -251 | -18.96% | Q3 2026 | Oct 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 963 | 73 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 998 | 72 | 0.0% | 0.0% | 218 | +287 | 40.37% | Q3 2026 | Oct 28, 2026 |
| KBC Group NV | History | No change | 985 | 72 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Pillar Financial Advisors, LLC | History | New | 984 | 71 | 0.04% | — | 219 | +984 | New | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 964 | 70 | 0.0% | 0.0% | 220 | -83 | -7.93% | Q3 2026 | Oct 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 888 | 68 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 915 | 66 | 0.0% | 0.0% | 222 | +784 | 598.47% | Q3 2026 | Oct 22, 2026 |
| GAMMA Investing LLC | History | Added to | 888 | 64 | 0.0% | 0.0% | 223 | +54 | 6.47% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 802 | 58 | 0.0% | 0.0% | 224 | -2 | -0.25% | Q3 2026 | Oct 16, 2026 |
| ASSETMARK, INC | History | Reduced | 768 | 56 | 0.0% | 0.0% | 225 | -10 | -1.29% | Q3 2026 | Oct 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 733 | 53 | 0.0% | 0.0% | 226 | -61 | -7.68% | Q3 2026 | Nov 04, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 552 | 42 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 529 | 38 | 0.0% | — | 228 | +529 | New | Q3 2026 | Oct 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 448 | 34 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Westside Investment Management, Inc. | History | No change | 466 | 34 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Versant Capital Management, Inc | History | No change | 429 | 31 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| City State Bank | History | Reduced | 416 | 30 | 0.01% | 0.01% | 233 | -64 | -13.33% | Q3 2026 | Oct 20, 2026 |
| Salomon & Ludwin, LLC | History | No change | 420 | 30 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Essential Partners LLC | History | Reduced | 402 | 29 | 0.01% | 0.01% | 236 | -10 | -2.43% | Q3 2026 | Oct 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 382 | 29 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 393 | 29 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nykredit A/S | History | No change | 314 | 23 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 302 | 22 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 287 | 21 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Eagle Investment Management, LLC | History | No change | 272 | 20 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UMB Bank, n.a. | History | No change | 237 | 18 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centerpoint Advisors, LLC | History | No change | 238 | 18 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 224 | 17 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 240 | 17 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Quent Capital, LLC | History | No change | 218 | 16 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 205 | 15 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 181 | 13 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 165 | 12 | 0.0% | 0.0% | 248 | +9 | 5.77% | Q3 2026 | Oct 27, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 176 | 12 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 154 | 11 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 160 | 11 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 134 | 9 | 0.0% | 0.0% | 252 | -305 | -69.48% | Q3 2026 | Nov 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 112 | 8 | 0.0% | — | 253 | +102 | 1020.0% | Q3 2026 | Oct 29, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 100 | 7 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Park Place Capital Corp | History | No change | 96 | 7 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arlington Trust Co LLC | History | No change | 101 | 7 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Bare Financial Services, Inc | History | Added to | 93 | 6 | 0.0% | 0.0% | 258 | +2 | 2.2% | Q3 2026 | Nov 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 82 | 6 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 82 | 5 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | No change | 78 | 5 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 63 | 4 | 0.0% | 0.0% | 263 | +5 | 8.62% | Q3 2026 | Oct 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 57 | 4 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Altshuler Shaham Ltd | History | No change | 58 | 4 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CVA Family Office, LLC | History | No change | 57 | 4 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPL Wealth Management, LLC | History | No change | 56 | 4 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 58 | 4 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Boreal Capital Management LLC | History | No change | 65 | 4 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GK Wealth Management LLC | History | New | 51 | 3 | 0.0% | — | 272 | +51 | New | Q3 2026 | Oct 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 53 | 3 | 0.0% | 0.0% | 268 | -20 | -27.4% | Q3 2026 | Oct 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 48 | 3 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| WealthCollab, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 32 | 2 | 0.0% | 0.0% | 274 | -49 | -60.49% | Q3 2026 | Nov 04, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 41 | 2 | 0.0% | — | 281 | +41 | New | Q3 2026 | Nov 05, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 37 | 2 | 0.0% | — | 280 | +37 | New | Q3 2026 | Oct 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 36 | 2 | 0.0% | 0.0% | 276 | +4 | 12.5% | Q3 2026 | Oct 26, 2026 |
| Fortitude Family Office, LLC | History | Added to | 33 | 2 | 0.0% | 0.0% | 277 | +2 | 6.45% | Q3 2026 | Oct 14, 2026 |
| Marquette Asset Management, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Quarry LP | History | No change | 39 | 2 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 36 | 2 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 27 | 1 | 0.0% | — | 290 | +27 | New | Q3 2026 | Oct 16, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 26 | 1 | 0.0% | 0.0% | 282 | +11 | 73.33% | Q3 2026 | Oct 22, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 22 | 1 | 0.0% | — | 284 | +11 | 100.0% | Q3 2026 | Oct 27, 2026 |
| Larson Financial Group LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 26 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MidFirst Bank | History | No change | 15 | 1 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Financial Management LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 22 | 1 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -7,432 | -100.0% | Q3 2026 | Oct 13, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,058 | -100.0% | Q3 2026 | Nov 05, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -895 | -100.0% | Q3 2026 | Oct 15, 2026 |
| TEMA ETFS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -491 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q3 2026 | Oct 16, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q3 2026 | Oct 28, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2026 | Oct 07, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3 | 0 | — | — | — | -10 | -76.92% | Q3 2026 | Oct 21, 2026 |
| Manchester Capital Management LLC | History | Reduced | 12 | 0 | — | 0.0% | — | -7 | -36.84% | Q3 2026 | Oct 22, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Nov 04, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 15, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Nov 03, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 23, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 08, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q3 2026 | Oct 27, 2026 |
| Signature Resources Capital Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| S&T BANK/PA | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CNB Bank | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Evolution Advisers, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| American Capital Advisory, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Ankerstar Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| WPG Advisers, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HFM Investment Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |