Concentrix Corp - CNXC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 6,678,841 | 149,639 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 5,712,934 | 127,998 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | No change | 3,413,879 | 76,487 | 0.22% | 0.22% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kopernik Global Investors, LLC | History | No change | 3,175,766 | 71,153 | 4.36% | 4.36% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 3,167,616 | 70,970 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,272,084 | 65,294 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,856,620 | 64,002 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Groupe Bruxelles Lambert | History | No change | 2,773,667 | 62,157 | 100.0% | 100.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 2,628,804 | 58,911 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIL Ltd | History | No change | 2,439,061 | 54,647 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,230,674 | 49,978 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1832 Asset Management L.P. | History | No change | 2,146,280 | 48,087 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,907,358 | 42,734 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 1,898,777 | 42,532 | 0.12% | 0.12% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1,415,770 | 31,720 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LYRICAL ASSET MANAGEMENT LP | History | No change | 1,386,492 | 31,064 | 0.39% | 0.39% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,202,479 | 26,946 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | No change | 1,085,941 | 24,330 | 3.65% | 3.65% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 1,078,448 | 24,162 | 0.12% | 0.12% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 979,083 | 21,931 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 930,894 | 20,856 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 814,446 | 18,247 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 798,930 | 17,900 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 743,310 | 16,653 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 642,339 | 14,391 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Copeland Capital Management, LLC | History | No change | 640,051 | 14,340 | 0.29% | 0.29% | 26 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 612,033 | 13,712 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 557,120 | 12,482 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 483,068 | 10,823 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 452,500 | 10,138 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 445,441 | 9,980 | 1.15% | 1.15% | 31 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 444,139 | 9,950 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 390,188 | 8,743 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 377,698 | 8,462 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 355,980 | 7,975 | 0.14% | 0.14% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 329,042 | 7,372 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 311,232 | 6,973 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 308,656 | 6,915 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 303,387 | 6,797 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 294,794 | 6,604 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 275,593 | 6,174 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 264,351 | 5,923 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Weiss Asset Management LP | History | No change | 260,928 | 5,846 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 258,900 | 5,800 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 247,422 | 5,543 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 209,314 | 4,689 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 180,263 | 4,595 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 200,006 | 4,481 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 181,833 | 4,073 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 173,745 | 3,892 | 0.1% | 0.1% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Edgestream Partners, L.P. | History | No change | 169,728 | 3,802 | 0.11% | 0.11% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 163,567 | 3,664 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 158,953 | 3,561 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cerity Partners LLC | History | No change | 155,937 | 3,493 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 148,961 | 3,337 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 148,767 | 3,333 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 147,633 | 3,307 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Round Hill Asset Management | History | No change | 144,589 | 3,238 | 2.03% | 2.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | No change | 121,947 | 2,732 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | No change | 121,597 | 2,724 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CITIGROUP INC | History | No change | 117,160 | 2,624 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 125,584 | 2,602 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IEQ CAPITAL, LLC | History | No change | 115,380 | 2,585 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 114,621 | 2,579 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RHUMBLINE ADVISERS | History | No change | 111,617 | 2,500 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 108,186 | 2,423 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 101,296 | 2,269 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 100,381 | 2,249 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | No change | 97,750 | 2,190 | 1.19% | 1.19% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 91,209 | 2,043 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | No change | 90,222 | 2,020 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Swiss National Bank | History | No change | 85,685 | 1,919 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Neuberger Berman Group LLC | History | No change | 85,528 | 1,916 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 67,759 | 1,853 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 79,609 | 1,783 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swedbank AB | History | No change | 76,300 | 1,709 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 74,962 | 1,679 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 73,034 | 1,636 | 0.11% | 0.11% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 72,728 | 1,629 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 70,028 | 1,568 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 68,741 | 1,540 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 67,800 | 1,519 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nierenberg Investment Management Company, LLC | History | No change | 64,480 | 1,444 | 0.72% | 0.72% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 59,951 | 1,343 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Voss Capital, LP | History | No change | 60,000 | 1,322 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vinva Investment Management Ltd | History | No change | 34,443 | 1,262 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 55,433 | 1,242 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 51,651 | 1,157 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | No change | 50,000 | 1,120 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 49,706 | 1,114 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 49,359 | 1,105 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 48,390 | 1,084 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GROUP ONE TRADING LLC | History | No change | 47,057 | 1,054 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 45,968 | 1,029 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 44,527 | 998 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Blueshift Asset Management, LLC | History | No change | 43,733 | 979 | 0.23% | 0.23% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 42,000 | 941 | 0.22% | 0.22% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 41,622 | 932 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 41,585 | 931 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 40,270 | 902 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 39,221 | 878 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 38,097 | 853 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 37,601 | 842 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FORA Capital, LLC | History | No change | 37,571 | 841 | 0.06% | 0.06% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 36,889 | 826 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 35,981 | 806 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Holdings, LLC | History | No change | 33,565 | 752 | 0.23% | 0.23% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | No change | 33,437 | 749 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 33,302 | 746 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 33,057 | 740 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 32,636 | 731 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brevan Howard Capital Management LP | History | No change | 32,480 | 727 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capstone Capital Management Ltd | History | No change | 30,893 | 692 | 0.31% | 0.31% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Inspire Investing, LLC | History | No change | 30,796 | 689 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 30,442 | 682 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | No change | 28,700 | 643 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 27,814 | 623 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 26,024 | 583 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 25,454 | 570 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SummitTX Capital, L.P. | History | No change | 25,452 | 570 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 25,281 | 566 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 23,561 | 527 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advyzon Investment Management, LLC | History | No change | 23,539 | 527 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | No change | 23,281 | 521 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vest Financial, LLC | History | No change | 23,148 | 518 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Trail Advisors, LLC | History | No change | 23,009 | 515 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 22,810 | 511 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 21,834 | 489 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 20,653 | 462 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 20,602 | 461 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 19,604 | 439 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Louisiana State Employees Retirement System | History | No change | 19,000 | 425 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 18,600 | 416 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 18,400 | 412 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JBF Capital, Inc. | History | No change | 18,000 | 403 | 0.05% | 0.05% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 18,050 | 400 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Prospera Financial Services Inc | History | No change | 17,140 | 384 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Jupiter Topco LLC | History | No change | 16,774 | 375 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 16,689 | 373 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 15,047 | 337 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 15,000 | 336 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bleakley Financial Group, LLC | History | No change | 14,677 | 328 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 13,600 | 304 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 13,449 | 301 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tweedy, Browne Co LLC | History | No change | 13,431 | 300 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 13,186 | 295 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 12,698 | 284 | 0.05% | 0.05% | 147 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 12,624 | 282 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 12,281 | 275 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 12,267 | 274 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quadrature Capital Ltd | History | No change | 12,249 | 274 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Scientech Research LLC | History | No change | 12,170 | 272 | 0.22% | 0.22% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bayforest Capital Ltd | History | No change | 11,892 | 266 | 0.25% | 0.25% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arizona State Retirement System | History | No change | 11,783 | 263 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vident Advisory, LLC | History | No change | 11,768 | 263 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,767 | 263 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMALGAMATED BANK | History | No change | 11,618 | 260 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SG Americas Securities, LLC | History | No change | 11,583 | 260 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambria Investment Management, L.P. | History | No change | 11,522 | 258 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgefront Capital, LLC | History | No change | 11,280 | 252 | 0.07% | 0.07% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 11,200 | 251 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 11,076 | 248 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 11,095 | 248 | 0.13% | 0.13% | 163 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 10,906 | 245 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | No change | 10,827 | 242 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 10,331 | 231 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 10,271 | 230 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Engineers Gate Manager LP | History | No change | 10,182 | 228 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 9,900 | 221 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 9,831 | 220 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 9,329 | 209 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Range Financial Group LLC | History | No change | 9,352 | 209 | 0.06% | 0.06% | 172 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 8,428 | 188 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 8,228 | 184 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Wyoming | History | No change | 7,735 | 173 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | No change | 7,085 | 159 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,072 | 136 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 5,503 | 123 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 4,556 | 113 | 0.0% | 0.0% | 179 | +405 | 9.76% | Q3 2026 | Oct 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,008 | 112 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,943 | 110 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,555 | 102 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,880 | 86 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fulcrum Asset Management LLP | History | No change | 3,062 | 77 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,087 | 69 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,562 | 63 | 0.01% | 0.0% | 186 | +195 | 8.24% | Q3 2026 | Oct 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,441 | 55 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACQUARIE GROUP LTD | History | No change | 2,143 | 48 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,005 | 44 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 1,580 | 35 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,323 | 33 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,500 | 33 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KBC Group NV | History | No change | 1,392 | 31 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 1,319 | 29 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Nykredit A/S | History | No change | 1,286 | 28 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Quantum Portfolio Management LLC | History | No change | 1,265 | 28 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 1,005 | 25 | 0.0% | 0.0% | 198 | -1,003 | -49.95% | Q3 2026 | Oct 07, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,120 | 25 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,099 | 24 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 1,064 | 23 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 908 | 22 | 0.01% | 0.0% | 201 | +319 | 54.16% | Q3 2026 | Oct 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 977 | 21 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 935 | 20 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | No change | 862 | 19 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Essential Partners LLC | History | No change | 876 | 19 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 772 | 17 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 700 | 15 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 627 | 14 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 578 | 12 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | No change | 537 | 12 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 368 | 9 | 0.0% | 0.0% | 212 | -199 | -35.1% | Q3 2026 | Oct 08, 2026 |
| Salomon & Ludwin, LLC | History | No change | 375 | 9 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 357 | 7 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NATIXIS | History | No change | 300 | 6 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 271 | 6 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 238 | 5 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UMB Bank, n.a. | History | No change | 265 | 5 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 234 | 5 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quent Capital, LLC | History | No change | 230 | 5 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 227 | 5 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 202 | 4 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Manchester Capital Management LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | No change | 180 | 4 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 201 | 4 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 138 | 3 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 159 | 3 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCF Advisors LLC | History | No change | 136 | 3 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GoalVest Advisory LLC | History | New | 111 | 2 | 0.0% | — | 236 | +111 | New | Q3 2026 | Oct 02, 2026 |
| BOKF, NA | History | No change | 96 | 2 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 91 | 2 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 115 | 2 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Smithfield Trust Co | History | No change | 55 | 2 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 98 | 2 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 117 | 2 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 118 | 2 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quarry LP | History | No change | 105 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | No change | 60 | 1 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 80 | 1 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 80 | 1 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CX Institutional | History | No change | 28 | 1 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 46 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 80 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 28 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ares Financial Consulting, LLC | History | No change | 83 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 31 | 0 | — | 0.0% | — | -63 | -67.02% | Q3 2026 | Oct 05, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 6 | 0 | — | — | — | -1 | -14.29% | Q3 2026 | Oct 09, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parkside Financial Bank & Trust | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Davis Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Cornerstone Planning Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Optiver Holding B.V. | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Activest Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bell Investment Advisors, Inc | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cromwell Holdings LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dunhill Financial, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Capital Management Investments LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Olistico Wealth, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Navigoe, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MidFirst Bank | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |