Coca-Cola Consolidated, Inc. - COKE
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 | 5,328,834 | 1,017,380 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,978,517 | 568,658 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,555,206 | 487,839 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Partners | History | No change | 2,285,642 | 436,294 | 0.39% | 0.39% | 4 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,954,502 | 373,153 | 0.22% | 0.22% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | No change | 1,789,028 | 341,561 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,685,150 | 321,781 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversified Trust Co | History | No change | 1,466,859 | 280,052 | 4.49% | 4.49% | 8 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,329,808 | 253,886 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 1,319,285 | 251,877 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 965,552 | 184,343 | 0.1% | 0.1% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 835,457 | 158,135 | 0.03% | 0.03% | 12 | +15,239 | 1.86% | Q3 2026 | Nov 04, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 554,111 | 105,790 | 0.94% | 0.94% | 13 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MORGAN STANLEY | History | No change | 483,048 | 92,224 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 459,742 | 87,773 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 438,867 | 83,788 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 435,030 | 83,055 | 0.23% | 0.23% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vinva Investment Management Ltd | History | No change | 979,313 | 80,940 | 0.54% | 0.54% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 423,429 | 80,841 | 0.12% | 0.12% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 402,631 | 76,870 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 392,432 | 74,923 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 381,565 | 72,848 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 369,668 | 70,577 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 363,829 | 69,462 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 358,691 | 68,481 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 354,485 | 67,678 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 348,797 | 66,594 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 287,192 | 54,356 | 0.06% | 0.07% | 28 | +915 | 0.32% | Q3 2026 | Oct 30, 2026 |
| JPMORGAN CHASE & CO | History | No change | 249,359 | 48,453 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 237,705 | 45,382 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 226,259 | 43,197 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 224,941 | 42,945 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 218,993 | 41,810 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 220,667 | 41,768 | 0.02% | 0.02% | 34 | +57,451 | 35.2% | Q3 2026 | Nov 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 200,970 | 38,369 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 196,861 | 37,584 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 192,133 | 36,682 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 191,715 | 36,602 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 187,925 | 35,879 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 183,707 | 35,073 | 0.1% | 0.1% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 173,476 | 33,102 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 169,673 | 32,393 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 149,824 | 28,604 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 148,827 | 28,414 | 0.1% | 0.1% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 139,979 | 26,724 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 134,729 | 25,722 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arbejdsmarkedets Tillaegspension | History | Added to | 126,500 | 23,942 | 0.61% | 0.48% | 47 | +10,251 | 8.82% | Q3 2026 | Oct 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 124,446 | 23,759 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 124,262 | 23,724 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 120,800 | 23,063 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | No change | 118,382 | 22,601 | 0.08% | 0.08% | 51 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALGERT GLOBAL LLC | History | No change | 118,346 | 22,594 | 0.27% | 0.27% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 116,587 | 22,258 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 116,282 | 22,200 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 114,008 | 21,766 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 112,311 | 21,605 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vest Financial, LLC | History | Reduced | 112,738 | 21,337 | 0.22% | 0.48% | 57 | -127,867 | -53.14% | Q3 2026 | Oct 21, 2026 |
| Swiss National Bank | History | No change | 102,050 | 19,483 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 99,928 | 19,078 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 98,600 | 18,824 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 95,780 | 18,286 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 93,804 | 17,908 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 91,598 | 17,487 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | No change | 88,813 | 16,956 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| River Road Asset Management, LLC | History | No change | 79,831 | 15,241 | 0.17% | 0.17% | 65 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 79,300 | 15,139 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kintegral Advisory, LLC | History | New | 172,584 | 14,947 | 1.18% | — | 67 | +172,584 | New | Q3 2026 | Oct 16, 2026 |
| Legal & General Group Plc | History | No change | 74,092 | 14,145 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 70,698 | 13,497 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 69,179 | 13,264 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 66,930 | 12,778 | 0.2% | 0.2% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 65,367 | 12,479 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 65,631 | 12,421 | 0.0% | 0.0% | 73 | -4,050 | -5.81% | Q3 2026 | Nov 05, 2026 |
| Voleon Capital Management LP | History | No change | 62,697 | 11,970 | 0.22% | 0.22% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 60,011 | 11,457 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 59,139 | 11,290 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 58,762 | 11,218 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 58,694 | 11,205 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | No change | 57,903 | 11,054 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Retirement Systems of Alabama | History | Reduced | 58,294 | 11,033 | 0.03% | 0.03% | 80 | -160 | -0.27% | Q3 2026 | Nov 04, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 57,796 | 10,939 | 0.02% | 0.02% | 81 | -3,301 | -5.4% | Q3 2026 | Oct 22, 2026 |
| Alberta Investment Management Corp | History | No change | 51,400 | 9,813 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 50,613 | 9,663 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 50,075 | 9,560 | 0.23% | 0.23% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 50,054 | 9,556 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 48,873 | 9,330 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 47,935 | 9,072 | 0.09% | 0.09% | 87 | -745 | -1.53% | Q3 2026 | Oct 23, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 47,101 | 8,992 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marathon Asset Management Ltd | History | Reduced | 47,125 | 8,919 | 0.41% | 0.4% | 89 | -4,422 | -8.58% | Q3 2026 | Oct 26, 2026 |
| Bridgewater Associates, LP | History | No change | 46,535 | 8,884 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 46,313 | 8,842 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 44,518 | 8,499 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 43,776 | 8,285 | 0.09% | 0.08% | 93 | +7,147 | 19.51% | Q3 2026 | Nov 05, 2026 |
| NATIXIS | History | No change | 43,243 | 8,255 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 42,682 | 8,148 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 42,105 | 8,038 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 40,847 | 7,798 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Quantinno Capital Management LP | History | No change | 40,057 | 7,647 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 40,401 | 7,646 | 0.0% | 0.0% | 99 | +3,143 | 8.44% | Q3 2026 | Nov 02, 2026 |
| Mariner, LLC | History | No change | 39,611 | 7,562 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 39,463 | 7,534 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 38,853 | 7,417 | 0.18% | 0.18% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 37,631 | 7,184 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 36,616 | 6,990 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 36,339 | 6,937 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 35,140 | 6,703 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 33,339 | 6,365 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harvest Investment Services, LLC | History | No change | 33,144 | 6,327 | 0.98% | 0.98% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 32,734 | 6,249 | 0.5% | 0.5% | 109 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 31,496 | 5,961 | 0.18% | 0.17% | 110 | +2,577 | 8.91% | Q3 2026 | Oct 19, 2026 |
| Twin Tree Management, LP | History | No change | 30,800 | 5,880 | 0.11% | 0.11% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ING GROEP NV | History | No change | 30,725 | 5,866 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, LLC | History | No change | 30,730 | 5,858 | 0.06% | 0.06% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 30,890 | 5,846 | 1.18% | 0.77% | 114 | +10,695 | 52.96% | Q3 2026 | Oct 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 30,000 | 5,727 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | History | No change | 29,600 | 5,651 | 0.65% | 0.65% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Man Group plc | History | No change | 29,550 | 5,641 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 27,960 | 5,338 | 0.08% | 0.08% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 27,900 | 5,326 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 27,476 | 5,245 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 26,839 | 5,124 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 26,514 | 5,062 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Reduced | 26,343 | 4,985 | 0.0% | 0.0% | 123 | -18,041 | -40.65% | Q3 2026 | Nov 04, 2026 |
| AMALGAMATED BANK | History | Added to | 26,221 | 4,963 | 0.03% | 0.03% | 124 | +200 | 0.77% | Q3 2026 | Oct 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 25,715 | 4,909 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TORONTO DOMINION BANK | History | No change | 25,697 | 4,906 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 25,056 | 4,783 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 24,578 | 4,692 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 24,464 | 4,670 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 24,171 | 4,614 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Treasurer of the State of North Carolina | History | No change | 24,125 | 4,606 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 23,623 | 4,471 | 0.48% | 0.44% | 132 | +1,015 | 4.49% | Q3 2026 | Oct 22, 2026 |
| REINHART PARTNERS, LLC. | History | Reduced | 23,304 | 4,410 | 0.11% | 0.17% | 133 | -15,898 | -40.55% | Q3 2026 | Oct 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 23,127 | 4,377 | 0.01% | 0.01% | 134 | -1,499 | -6.09% | Q3 2026 | Nov 02, 2026 |
| Convergence Investment Partners, LLC | History | Added to | 22,930 | 4,339 | 0.32% | 0.25% | 135 | +9,371 | 69.11% | Q3 2026 | Oct 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 22,678 | 4,292 | 0.01% | 0.01% | 136 | +322 | 1.44% | Q3 2026 | Oct 20, 2026 |
| HighTower Advisors, LLC | History | No change | 22,048 | 4,209 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vident Advisory, LLC | History | No change | 21,984 | 4,197 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,978 | 4,159 | 0.01% | 0.01% | 139 | +1,206 | 5.81% | Q3 2026 | Nov 02, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 21,644 | 4,096 | 0.0% | 0.0% | 140 | -284 | -1.3% | Q3 2026 | Nov 03, 2026 |
| FEDERATED HERMES, INC. | History | No change | 20,689 | 3,949 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 20,524 | 3,918 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | No change | 20,438 | 3,901 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Templeton & Phillips Capital Management, LLC | History | No change | 20,430 | 3,900 | 2.85% | 2.85% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 20,291 | 3,874 | 0.24% | 0.24% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | No change | 19,490 | 3,721 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jump Financial, LLC | History | No change | 19,427 | 3,709 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,615 | 3,571 | 0.01% | 0.01% | 148 | +283 | 1.54% | Q3 2026 | Oct 13, 2026 |
| Squarepoint Ops LLC | History | No change | 18,496 | 3,531 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 18,396 | 3,512 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Engineers Gate Manager LP | History | No change | 18,139 | 3,463 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 18,111 | 3,457 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 18,050 | 3,446 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 17,738 | 3,357 | 0.01% | 0.01% | 154 | -496 | -2.72% | Q3 2026 | Nov 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 17,533 | 3,345 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pacer Advisors, Inc. | History | No change | 17,412 | 3,324 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 17,130 | 3,270 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 16,737 | 3,195 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 16,800 | 3,179 | 0.05% | 0.05% | 159 | +300 | 1.82% | Q3 2026 | Oct 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 16,588 | 3,166 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| L2 Asset Management, LLC | History | No change | 16,522 | 3,154 | 0.33% | 0.33% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 16,494 | 3,121 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 16,268 | 3,105 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 16,212 | 3,095 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 16,162 | 3,085 | 0.11% | 0.11% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 16,137 | 3,080 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 16,118 | 3,077 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 15,746 | 2,980 | 0.03% | 0.03% | 168 | -180 | -1.13% | Q3 2026 | Oct 15, 2026 |
| AGF MANAGEMENT LTD | History | New | 15,486 | 2,931 | 0.01% | — | 169 | +15,486 | New | Q3 2026 | Nov 03, 2026 |
| Neuberger Berman Group LLC | History | No change | 14,746 | 2,815 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 14,699 | 2,806 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 14,512 | 2,771 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 14,469 | 2,762 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arizona State Retirement System | History | Added to | 14,323 | 2,710 | 0.01% | 0.01% | 174 | +288 | 2.05% | Q3 2026 | Nov 03, 2026 |
| Pathstone Holdings, LLC | History | No change | 13,999 | 2,672 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 13,846 | 2,643 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 13,786 | 2,632 | 0.14% | 0.14% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 13,857 | 2,622 | 0.04% | 0.04% | 178 | +1,935 | 16.23% | Q3 2026 | Oct 16, 2026 |
| Massar Capital Management, LP | History | No change | 13,405 | 2,559 | 0.25% | 0.25% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 13,490 | 2,553 | 0.01% | 0.01% | 180 | -40 | -0.3% | Q3 2026 | Nov 03, 2026 |
| Employees Retirement System of Texas | History | No change | 13,294 | 2,538 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 13,216 | 2,523 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 13,300 | 2,517 | 0.01% | 0.01% | 183 | +100 | 0.76% | Q3 2026 | Oct 27, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 13,086 | 2,498 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 12,915 | 2,465 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 12,900 | 2,462 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 12,714 | 2,427 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 12,660 | 2,416 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 12,550 | 2,396 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 12,413 | 2,369 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EJF Capital LP | History | No change | 12,250 | 2,338 | 1.56% | 1.56% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paralel Advisors LLC | History | No change | 12,047 | 2,300 | 0.09% | 0.09% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 11,990 | 2,289 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROI Financial Advisors, LLC | History | Added to | 12,027 | 2,276 | 1.18% | 1.14% | 194 | +516 | 4.48% | Q3 2026 | Oct 19, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 11,752 | 2,224 | 0.02% | 0.02% | 195 | +100 | 0.86% | Q3 2026 | Oct 29, 2026 |
| Assenagon Asset Management S.A. | History | New | 11,698 | 2,214 | 0.0% | — | 196 | +11,698 | New | Q3 2026 | Oct 15, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 11,404 | 2,177 | 0.59% | 0.59% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 11,126 | 2,105 | 0.01% | 0.01% | 198 | +2,487 | 28.79% | Q3 2026 | Oct 28, 2026 |
| Values First Advisors, Inc. | History | Reduced | 11,091 | 2,099 | 0.99% | 0.98% | 199 | -162 | -1.44% | Q3 2026 | Oct 23, 2026 |
| ASSETMARK, INC | History | Added to | 11,089 | 2,098 | 0.0% | 0.0% | 200 | +27 | 0.24% | Q3 2026 | Oct 21, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,827 | 2,067 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 10,882 | 2,059 | 0.03% | 0.03% | 202 | -872 | -7.42% | Q3 2026 | Oct 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 10,770 | 2,056 | 0.12% | 0.12% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 10,720 | 2,028 | 0.54% | 0.57% | 204 | -297 | -2.7% | Q3 2026 | Nov 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,421 | 1,989 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 10,417 | 1,988 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 10,404 | 1,986 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,397 | 1,985 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | History | No change | 10,162 | 1,940 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 9,983 | 1,906 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| PFA Pension, Forsikringsaktieselskab | History | No change | 9,750 | 1,861 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VELA Investment Management, LLC | History | No change | 9,591 | 1,831 | 0.4% | 0.4% | 212 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 9,590 | 1,815 | 0.02% | 0.02% | 213 | -874 | -8.35% | Q3 2026 | Oct 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,506 | 1,814 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestcor Inc | History | No change | 8,942 | 1,707 | 0.04% | 0.04% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BURNEY CO/ | History | New | 8,766 | 1,659 | 0.05% | — | 216 | +8,766 | New | Q3 2026 | Oct 15, 2026 |
| KG Capital Management | History | Reduced | 8,696 | 1,645 | 1.01% | 1.02% | 217 | -292 | -3.25% | Q3 2026 | Oct 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 8,510 | 1,610 | 0.06% | 0.07% | 218 | +20 | 0.24% | Q3 2026 | Oct 23, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 8,335 | 1,591 | 0.21% | 0.21% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Wealth Management LLC | History | No change | 8,118 | 1,549 | 0.46% | 0.46% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 8,000 | 1,527 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7,930 | 1,491 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 7,630 | 1,444 | 0.01% | 0.01% | 223 | -200 | -2.55% | Q3 2026 | Oct 28, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 7,476 | 1,427 | 0.38% | 0.38% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Reduced | 7,488 | 1,417 | 0.01% | 0.01% | 225 | -128 | -1.68% | Q3 2026 | Nov 03, 2026 |
| Oak Thistle LLC | History | Reduced | 7,259 | 1,373 | 0.13% | 0.28% | 226 | -7,854 | -51.97% | Q3 2026 | Oct 21, 2026 |
| Sovereign's Capital Management, LLC | History | No change | 7,103 | 1,356 | 0.91% | 0.91% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 7,046 | 1,345 | 0.1% | 0.1% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mullaney, Keating & Wright, Inc. | History | No change | 14,831 | 1,276 | 0.59% | 0.58% | 229 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 6,630 | 1,260 | 0.0% | 0.0% | 230 | +6,142 | 1258.61% | Q3 2026 | Oct 27, 2026 |
| Lido Advisors, LLC | History | Reduced | 6,636 | 1,256 | 0.0% | 0.0% | 231 | -107 | -1.59% | Q3 2026 | Nov 04, 2026 |
| WNY Asset Management, LLC | History | No change | 6,508 | 1,242 | 0.11% | 0.11% | 232 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 6,491 | 1,239 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 6,476 | 1,236 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HighPoint Advisor Group LLC | History | No change | 6,194 | 1,182 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 6,113 | 1,167 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 6,111 | 1,166 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Redwood Investment Management, LLC | History | No change | 6,056 | 1,156 | 0.11% | 0.11% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | No change | 6,048 | 1,154 | 0.03% | 0.03% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 5,958 | 1,137 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PATRON PARTNERS, LLC | History | No change | 5,938 | 1,133 | 0.44% | 0.44% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 5,625 | 1,073 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 5,652 | 1,069 | 0.1% | 0.1% | 243 | +288 | 5.37% | Q3 2026 | Nov 03, 2026 |
| ALLSTATE CORP | History | No change | 5,578 | 1,064 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 5,505 | 1,051 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,409 | 1,032 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Reduced | 5,423 | 1,026 | 0.04% | 0.05% | 247 | -1,337 | -19.78% | Q3 2026 | Oct 22, 2026 |
| Davis Investment Partners, LLC | History | No change | 5,400 | 1,022 | 0.32% | 0.31% | 248 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| AXQ CAPITAL, LP | History | No change | 5,344 | 1,020 | 0.11% | 0.11% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,333 | 1,018 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOMURA HOLDINGS INC | History | No change | 5,200 | 992 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mendel Capital Management LLC | History | No change | 5,200 | 992 | 0.45% | 0.45% | 252 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 5,190 | 982 | 0.02% | 0.02% | 253 | -813 | -13.54% | Q3 2026 | Nov 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,146 | 982 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| William Mack & Associates, Inc. | History | Added to | 5,092 | 963 | 0.3% | 0.34% | 255 | +6 | 0.12% | Q3 2026 | Oct 27, 2026 |
| Brevan Howard Capital Management LP | History | No change | 5,032 | 960 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 5,006 | 947 | 0.01% | 0.01% | 257 | -2,245 | -30.96% | Q3 2026 | Oct 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,945 | 944 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRIGHTON JONES LLC | History | Added to | 4,983 | 943 | 0.02% | 0.02% | 259 | +2 | 0.04% | Q3 2026 | Nov 03, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 4,833 | 914 | 0.02% | 0.01% | 261 | +3,245 | 204.35% | Q3 2026 | Oct 22, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 4,791 | 914 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,732 | 903 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Advisor Group, LLC | History | No change | 4,727 | 902 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Freestone Grove Partners LP | History | No change | 4,725 | 902 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Reduced | 4,759 | 900 | 0.01% | 0.01% | 265 | -630 | -11.69% | Q3 2026 | Nov 03, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 4,682 | 886 | 0.05% | 0.05% | 266 | -22 | -0.47% | Q3 2026 | Oct 16, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,617 | 881 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 4,593 | 869 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,493 | 857 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 4,318 | 824 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Reduced | 4,285 | 811 | 0.25% | 0.28% | 271 | -2 | -0.05% | Q3 2026 | Nov 02, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 4,280 | 810 | 0.01% | 0.01% | 272 | -554 | -11.46% | Q3 2026 | Oct 15, 2026 |
| World Investment Advisors | History | No change | 4,228 | 810 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 4,111 | 798 | 0.02% | 0.02% | 274 | -175 | -4.08% | Q3 2026 | Oct 20, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | No change | 4,188 | 792 | 0.47% | 0.49% | 275 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Callan Family Office, LLC | History | No change | 4,146 | 791 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 4,134 | 789 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Towercrest Capital Management | History | No change | 9,140 | 786 | 0.11% | 0.1% | 278 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 4,020 | 767 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ethos Financial Group, LLC | History | No change | 3,971 | 765 | 0.05% | 0.05% | 280 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 3,990 | 761 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Numerai GP LLC | History | No change | 3,973 | 758 | 0.06% | 0.06% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independence Bank of Kentucky | History | Reduced | 4,000 | 757 | 0.08% | 0.1% | 284 | -750 | -15.79% | Q3 2026 | Oct 26, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 3,970 | 757 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUB Investment Partners, LLC | History | New | 3,971 | 751 | 0.01% | — | 285 | +3,971 | New | Q3 2026 | Nov 03, 2026 |
| MBL Wealth, LLC | History | New | 3,964 | 750 | 0.04% | — | 286 | +3,964 | New | Q3 2026 | Oct 22, 2026 |
| Proficio Capital Partners LLC | History | No change | 3,913 | 747 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 3,945 | 746 | 0.01% | 0.01% | 288 | +819 | 26.2% | Q3 2026 | Oct 28, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 4,122 | 745 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Empirical Asset Management, LLC | History | No change | 3,903 | 745 | 0.17% | 0.17% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Trail Advisors, LLC | History | No change | 3,894 | 743 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | No change | 3,888 | 742 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alliance Wealth Management Group | History | No change | 8,489 | 730 | 0.15% | 0.13% | 293 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| South Dakota Investment Council | History | No change | 3,811 | 728 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 3,391 | 713 | 0.01% | 0.01% | 295 | -260 | -7.12% | Q3 2026 | Nov 04, 2026 |
| DAVENPORT & Co LLC | History | No change | 3,705 | 701 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Warther Private Wealth, LLC | History | No change | 3,675 | 701 | 0.15% | 0.15% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSSIAM | History | No change | 3,635 | 693 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| denkapparat Operations GmbH | History | No change | 3,614 | 689 | 0.23% | 0.23% | 299 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | No change | 3,619 | 680 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 3,552 | 678 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 3,535 | 674 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Princeton Global Asset Management LLC | History | New | 3,522 | 666 | 0.1% | — | 304 | +3,522 | New | Q3 2026 | Oct 21, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | New | 3,520 | 666 | 0.0% | — | 303 | +3,520 | New | Q3 2026 | Nov 02, 2026 |
| INCEPTIONR LLC | History | No change | 3,468 | 662 | 0.16% | 0.16% | 305 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 3,495 | 661 | 0.01% | 0.07% | 307 | -13,850 | -79.85% | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,464 | 661 | 0.02% | 0.02% | 306 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 3,441 | 657 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 3,474 | 657 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Invst, LLC | History | No change | 3,417 | 652 | 0.06% | 0.06% | 310 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | No change | 3,519 | 650 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 3,371 | 643 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 3,384 | 640 | 0.0% | 0.0% | 313 | +48 | 1.44% | Q3 2026 | Nov 03, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 3,293 | 628 | 0.16% | 0.16% | 314 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 3,309 | 626 | 0.0% | 0.0% | 315 | -8,293 | -71.48% | Q3 2026 | Nov 04, 2026 |
| Wedmont Private Capital | History | Added to | 3,246 | 622 | 0.01% | 0.01% | 316 | +229 | 7.59% | Q3 2026 | Oct 09, 2026 |
| Continuum Advisory, LLC | History | No change | 3,132 | 597 | 0.05% | 0.05% | 317 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 3,120 | 590 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 3,056 | 578 | 0.41% | 0.4% | 319 | +256 | 9.14% | Q3 2026 | Nov 05, 2026 |
| Utah Retirement Systems | History | No change | 3,005 | 573 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,026 | 572 | 0.02% | 0.02% | 322 | +59 | 1.99% | Q3 2026 | Nov 04, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 3,000 | 572 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cloud Capital Management, LLC | History | No change | 2,972 | 566 | 0.21% | 0.21% | 323 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 2,988 | 565 | 0.01% | — | 324 | +2,988 | New | Q3 2026 | Oct 21, 2026 |
| Merit Financial Group, LLC | History | No change | 2,894 | 552 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VestGen Advisors, LLC | History | Added to | 2,891 | 547 | 0.02% | 0.01% | 326 | +880 | 43.76% | Q3 2026 | Oct 27, 2026 |
| PRUDENTIAL PLC | History | No change | 2,857 | 545 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 2,820 | 538 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 2,836 | 536 | 0.12% | 0.17% | 329 | -1,212 | -29.94% | Q3 2026 | Oct 08, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 2,788 | 532 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caprock Group, LLC | History | No change | 2,777 | 530 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Centiva Capital, LP | History | No change | 2,769 | 528 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,710 | 517 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 2,690 | 514 | 0.11% | 0.11% | 334 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 2,695 | 514 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 2,681 | 511 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 2,676 | 510 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 2,653 | 506 | 0.04% | 0.04% | 338 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorShares Investments LLC | History | No change | 2,640 | 504 | 0.06% | 0.06% | 339 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sivia Capital Partners, LLC | History | No change | 2,605 | 497 | 0.06% | 0.06% | 340 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Waverly Advisors, LLC | History | No change | 2,592 | 494 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brown Financial Advisory | History | No change | 2,580 | 492 | 0.21% | 0.21% | 342 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 2,571 | 490 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 2,516 | 480 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 2,508 | 478 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlphaGrep UK Ltd | History | No change | 2,496 | 476 | 0.14% | 0.14% | 346 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 2,490 | 475 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 2,469 | 467 | 0.01% | 0.01% | 349 | +1,278 | 107.3% | Q3 2026 | Oct 16, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,471 | 467 | 0.01% | 0.01% | 350 | +78 | 3.26% | Q3 2026 | Oct 08, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 2,450 | 467 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,461 | 465 | 0.0% | 0.0% | 351 | +265 | 12.07% | Q3 2026 | Oct 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,375 | 453 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accel Wealth Management | History | Reduced | 2,391 | 452 | 0.1% | 0.11% | 353 | -85 | -3.43% | Q3 2026 | Oct 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,369 | 452 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 2,365 | 447 | 0.08% | 0.08% | 355 | +4 | 0.17% | Q3 2026 | Oct 28, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 2,339 | 446 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 2,318 | 442 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DnB Asset Management AS | History | No change | 2,315 | 441 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 2,275 | 434 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Park Capital Management, LLC / WI | History | New | 2,285 | 432 | 0.22% | — | 360 | +2,285 | New | Q3 2026 | Oct 13, 2026 |
| Nykredit A/S | History | No change | 2,248 | 429 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BROWN ADVISORY INC | History | No change | 2,226 | 424 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JT Stratford LLC | History | No change | 2,189 | 417 | 0.05% | 0.05% | 363 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accent Capital Management, LLC | History | No change | 2,180 | 416 | 0.18% | 0.18% | 364 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,166 | 413 | 0.02% | 0.02% | 365 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Procyon Advisors, LLC | History | Added to | 2,181 | 412 | 0.02% | 0.01% | 366 | +488 | 28.82% | Q3 2026 | Oct 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,153 | 411 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 2,147 | 406 | 0.0% | 0.0% | 368 | -82 | -3.68% | Q3 2026 | Oct 28, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,140 | 405 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,094 | 399 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 2,087 | 398 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 2,065 | 394 | 0.07% | 0.07% | 372 | +3 | 0.15% | Q3 2026 | Nov 03, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 2,054 | 392 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Csenge Advisory Group | History | Added to | 2,061 | 390 | 0.02% | 0.02% | 374 | +50 | 2.49% | Q3 2026 | Nov 04, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 2,029 | 384 | 0.16% | 0.16% | 377 | +67 | 3.41% | Q3 2026 | Oct 22, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 2,032 | 384 | 0.03% | 0.03% | 376 | +2 | 0.1% | Q3 2026 | Oct 19, 2026 |
| M&T BANK CORP | History | No change | 2,019 | 384 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RFG Advisory, LLC | History | Added to | 2,011 | 380 | 0.01% | 0.0% | 379 | +477 | 31.1% | Q3 2026 | Nov 03, 2026 |
| MAI Capital Management | History | No change | 1,989 | 380 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walker Asset Management, LLC | History | No change | 2,000 | 378 | 0.19% | 0.19% | 380 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| WHITTIER TRUST CO | History | No change | 2,000 | 375 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 1,960 | 370 | 0.01% | — | 384 | +1,960 | New | Q3 2026 | Oct 13, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 1,958 | 370 | 0.02% | 0.02% | 382 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Regal Investment Advisors LLC | History | No change | 1,940 | 370 | 0.02% | 0.02% | 383 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Reduced | 1,952 | 369 | 0.0% | 0.0% | 386 | -336 | -14.69% | Q3 2026 | Oct 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,936 | 369 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1832 Asset Management L.P. | History | No change | 1,931 | 368 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Krilogy Financial LLC | History | Reduced | 1,857 | 366 | 0.01% | 0.01% | 388 | -58 | -3.03% | Q3 2026 | Oct 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,930 | 365 | 0.0% | 0.0% | 389 | +834 | 76.09% | Q3 2026 | Nov 03, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 1,912 | 361 | 0.06% | 0.06% | 390 | -5 | -0.26% | Q3 2026 | Oct 27, 2026 |
| Zhang Financial LLC | History | No change | 1,880 | 358 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 1,854 | 350 | 0.02% | 0.01% | 392 | +637 | 52.34% | Q3 2026 | Oct 20, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 1,830 | 349 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oxbow Advisors, LLC | History | No change | 1,808 | 345 | 0.03% | 0.03% | 394 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 1,803 | 344 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 1,810 | 342 | 0.07% | — | 398 | +1,810 | New | Q3 2026 | Oct 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,829 | 342 | 0.0% | 0.0% | 396 | -361 | -16.48% | Q3 2026 | Nov 04, 2026 |
| NORDEN GROUP LLC | History | Reduced | 1,811 | 342 | 0.03% | 0.03% | 397 | -16 | -0.88% | Q3 2026 | Oct 20, 2026 |
| Symmetry Partners, LLC | History | New | 1,791 | 338 | 0.02% | — | 399 | +1,791 | New | Q3 2026 | Oct 27, 2026 |
| GAMMA Investing LLC | History | Added to | 1,784 | 337 | 0.01% | 0.01% | 400 | +282 | 18.77% | Q3 2026 | Oct 08, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,800 | 336 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 1,760 | 333 | 0.04% | 0.03% | 402 | +277 | 18.68% | Q3 2026 | Nov 04, 2026 |
| CIBC Asset Management Inc | History | No change | 1,748 | 330 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,739 | 329 | 0.0% | 0.0% | 404 | +1,218 | 233.78% | Q3 2026 | Oct 08, 2026 |
| North Dakota State Investment Board | History | Added to | 1,735 | 328 | 0.01% | 0.01% | 405 | +50 | 2.97% | Q3 2026 | Oct 27, 2026 |
| Compound Planning, Inc. | History | No change | 1,711 | 326 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INNEALTA CAPITAL, LLC | History | Reduced | 1,705 | 322 | 0.18% | 0.19% | 407 | -168 | -8.97% | Q3 2026 | Nov 02, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 1,680 | 320 | 0.06% | 0.06% | 408 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Larson Financial Group LLC | History | No change | 1,655 | 315 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 1,646 | 314 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trust Point Inc. | History | Reduced | 1,656 | 313 | 0.02% | 0.03% | 411 | -108 | -6.12% | Q3 2026 | Oct 27, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 1,489 | 311 | 0.07% | 0.06% | 412 | -3 | -0.2% | Q3 2026 | Nov 03, 2026 |
| Latitude Advisors, LLC | History | No change | 1,641 | 310 | 0.1% | 0.12% | 413 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Ignite Planners, LLC | History | No change | 1,630 | 308 | 0.04% | 0.04% | 414 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 1,618 | 306 | 0.01% | 0.01% | 416 | -2,038 | -55.74% | Q3 2026 | Oct 21, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 1,621 | 306 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| HURRICANE CAPITAL ADVISORS LLC | History | No change | 1,600 | 305 | 0.07% | 0.07% | 417 | 0 | 0.0% | Q2 2026 | Nov 03, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 1,605 | 303 | 0.0% | 0.0% | 418 | +202 | 14.4% | Q3 2026 | Oct 22, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 1,589 | 300 | 0.01% | 0.01% | 420 | -378 | -19.22% | Q3 2026 | Oct 23, 2026 |
| Blue Trust, Inc. | History | Added to | 1,589 | 300 | 0.0% | 0.0% | 419 | +170 | 11.98% | Q3 2026 | Oct 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 1,583 | 299 | 0.01% | 0.02% | 421 | +19 | 1.21% | Q3 2026 | Oct 13, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 1,548 | 295 | 0.02% | 0.02% | 422 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHS Financial, LLC | History | Added to | 1,558 | 294 | 0.1% | 0.11% | 423 | +83 | 5.63% | Q3 2026 | Oct 13, 2026 |
| AlphaCore Capital LLC | History | New | 1,544 | 292 | 0.0% | — | 425 | +1,544 | New | Q3 2026 | Nov 04, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 1,530 | 292 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Penobscot Investment Management Company, Inc. | History | New | 1,540 | 291 | 0.02% | — | 426 | +1,540 | New | Q3 2026 | Oct 26, 2026 |
| Empower Advisory Group, LLC | History | No change | 1,524 | 290 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Frec Markets, Inc. | History | No change | 1,523 | 290 | 0.03% | 0.03% | 428 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 1,458 | 286 | 0.03% | 0.03% | 430 | +56 | 3.99% | Q3 2026 | Oct 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 1,500 | 286 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,506 | 285 | 0.01% | 0.01% | 431 | -35 | -2.27% | Q3 2026 | Oct 21, 2026 |
| KBC Group NV | History | No change | 1,499 | 284 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Waterway Wealth Management, LLC | History | No change | 1,501 | 284 | 0.05% | 0.06% | 433 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| J. L. Bainbridge & Co., Inc. | History | No change | 1,500 | 283 | 0.02% | 0.02% | 434 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,476 | 279 | 0.0% | 0.0% | 435 | -308 | -17.26% | Q3 2026 | Oct 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 1,467 | 277 | 0.0% | 0.0% | 436 | +239 | 19.46% | Q3 2026 | Oct 16, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,459 | 276 | 0.01% | 0.01% | 437 | -89 | -5.75% | Q3 2026 | Oct 22, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 1,455 | 275 | 0.02% | 0.02% | 438 | -453 | -23.74% | Q3 2026 | Oct 22, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 1,439 | 272 | 0.0% | 0.0% | 439 | +200 | 16.14% | Q3 2026 | Oct 26, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 1,430 | 270 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 1,406 | 266 | 0.01% | — | 441 | +1,406 | New | Q3 2026 | Nov 03, 2026 |
| Laidlaw Wealth Management LLC | History | No change | 1,362 | 260 | 0.74% | 0.74% | 442 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 1,363 | 257 | 0.03% | 0.03% | 443 | +18 | 1.34% | Q3 2026 | Oct 20, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 1,356 | 256 | 0.01% | 0.01% | 444 | +108 | 8.65% | Q3 2026 | Oct 28, 2026 |
| Everhart Financial Group, Inc. | History | No change | 1,349 | 255 | 0.02% | 0.02% | 445 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 1,331 | 254 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pallas Capital Advisors LLC | History | No change | 1,324 | 252 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,310 | 250 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caldwell Trust Co | History | Added to | 1,317 | 249 | 0.02% | 0.02% | 450 | +67 | 5.36% | Q3 2026 | Oct 30, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | No change | 1,305 | 249 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,302 | 248 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Able Wealth Management LLC | History | New | 1,251 | 243 | 0.05% | — | 452 | +1,251 | New | Q3 2026 | Oct 13, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 1,265 | 241 | 0.03% | 0.03% | 453 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Performance Wealth Partners, LLC | History | No change | 1,258 | 240 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MCF Advisors LLC | History | Added to | 1,264 | 239 | 0.01% | 0.01% | 455 | +2 | 0.16% | Q3 2026 | Oct 28, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 1,244 | 237 | 0.02% | 0.02% | 456 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 1,246 | 237 | 0.08% | 0.08% | 457 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,266 | 236 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Ascent Group, LLC | History | New | 1,246 | 235 | 0.01% | — | 459 | +1,246 | New | Q3 2026 | Oct 30, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,233 | 233 | 0.0% | 0.0% | 461 | +295 | 31.45% | Q3 2026 | Oct 23, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 1,234 | 233 | 0.01% | 0.01% | 460 | -49 | -3.82% | Q3 2026 | Oct 28, 2026 |
| Triton Wealth Management, PLLC | History | New | 1,086 | 232 | 0.07% | — | 463 | +1,086 | New | Q3 2026 | Nov 04, 2026 |
| MSA Advisors, LLC | History | No change | 1,220 | 232 | 0.06% | 0.06% | 462 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProVise Management Group, LLC | History | No change | 1,211 | 231 | 0.02% | 0.02% | 464 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 1,198 | 228 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Claro Advisors Inc. | History | Reduced | 1,196 | 226 | 0.02% | 0.05% | 467 | -1,133 | -48.65% | Q3 2026 | Nov 02, 2026 |
| AE Wealth Management LLC | History | No change | 1,184 | 226 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bull Harbor Capital LLC | History | No change | 1,180 | 225 | 0.04% | 0.04% | 468 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Commonwealth Financial Services, LLC | History | New | 1,188 | 224 | 0.04% | — | 471 | +1,188 | New | Q3 2026 | Oct 20, 2026 |
| Monument Capital Management | History | No change | 1,188 | 224 | 0.05% | 0.05% | 469 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Claret Asset Management Corp | History | No change | 1,174 | 224 | 0.02% | 0.02% | 470 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 1,170 | 223 | 0.09% | 0.09% | 472 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Inscription Capital, LLC | History | Reduced | 1,164 | 220 | 0.02% | 0.02% | 473 | -30 | -2.51% | Q3 2026 | Nov 02, 2026 |
| Abel Hall, LLC | History | Added to | 1,162 | 219 | 0.04% | 0.04% | 474 | +1 | 0.09% | Q3 2026 | Oct 19, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 1,137 | 215 | 0.0% | 0.0% | 475 | -8,509 | -88.21% | Q3 2026 | Oct 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 1,137 | 215 | 0.01% | — | 476 | +1,137 | New | Q3 2026 | Oct 29, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 1,135 | 214 | 0.0% | — | 477 | +1,135 | New | Q3 2026 | Oct 22, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 1,130 | 213 | 0.14% | 0.19% | 478 | -200 | -15.04% | Q3 2026 | Nov 02, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 1,110 | 210 | 0.02% | 0.02% | 479 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| NewEdge Wealth, LLC | History | No change | 1,101 | 210 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 1,097 | 209 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bison Wealth, LLC | History | New | 1,059 | 208 | 0.02% | — | 483 | +1,059 | New | Q3 2026 | Oct 13, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 1,090 | 208 | 0.02% | 0.02% | 482 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 1,081 | 204 | 0.01% | 0.02% | 484 | -2,331 | -68.32% | Q3 2026 | Oct 28, 2026 |
| Chicago Partners Investment Group LLC | History | New | 1,001 | 203 | 0.0% | — | 485 | +1,001 | New | Q3 2026 | Oct 26, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 1,067 | 201 | 0.0% | 0.0% | 486 | -80 | -6.97% | Q3 2026 | Oct 23, 2026 |
| Kure Advisory, LLC | History | Reduced | 1,064 | 201 | 0.09% | 0.1% | 488 | -7 | -0.65% | Q3 2026 | Oct 08, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | No change | 1,056 | 201 | 0.02% | 0.02% | 487 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FAI Advisors, Inc. | History | No change | 1,060 | 200 | 0.08% | 0.08% | 489 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| UMB Bank, n.a. | History | No change | 952 | 181 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 850 | 162 | 0.05% | 0.05% | 491 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 833 | 159 | 0.01% | 0.01% | 492 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 830 | 158 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPH & CO | History | Added to | 824 | 155 | 0.04% | 0.03% | 494 | +98 | 13.5% | Q3 2026 | Oct 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 804 | 152 | 0.0% | 0.01% | 495 | -435 | -35.11% | Q3 2026 | Oct 05, 2026 |
| First Command Advisory Services, Inc. | History | No change | 800 | 152 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STRS OHIO | History | Reduced | 778 | 147 | 0.0% | 0.0% | 497 | -416 | -34.84% | Q3 2026 | Oct 30, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 755 | 144 | 0.01% | 0.0% | 498 | +741 | 5292.86% | Q3 2026 | Nov 04, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 754 | 143 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 740 | 140 | 0.16% | 0.19% | 500 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Fortitude Family Office, LLC | History | Added to | 709 | 134 | 0.02% | 0.0% | 501 | +599 | 544.55% | Q3 2026 | Oct 14, 2026 |
| NI ACQUISITIONS COMPANY, LLC | History | No change | 104 | 122 | 0.05% | 0.05% | 502 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elyxium Wealth, LLC | History | New | 638 | 120 | 0.01% | — | 503 | +638 | New | Q3 2026 | Oct 27, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 578 | 109 | 0.01% | 0.0% | 504 | +350 | 153.51% | Q3 2026 | Oct 27, 2026 |
| Manchester Capital Management LLC | History | No change | 559 | 105 | 0.01% | 0.01% | 505 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 540 | 103 | 0.02% | 0.02% | 506 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Quarry LP | History | No change | 538 | 102 | 0.01% | 0.01% | 507 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantum Portfolio Management LLC | History | No change | 524 | 100 | 0.04% | 0.04% | 508 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | No change | 500 | 95 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 500 | 95 | 0.04% | 0.04% | 510 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Essential Partners LLC | History | Reduced | 492 | 93 | 0.04% | 0.05% | 511 | -38 | -7.17% | Q3 2026 | Oct 14, 2026 |
| Bayforest Capital Ltd | History | Reduced | 480 | 90 | 0.13% | 0.16% | 512 | -447 | -48.22% | Q3 2026 | Nov 03, 2026 |
| Quent Capital, LLC | History | No change | 462 | 88 | 0.01% | 0.01% | 513 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nemes Rush Group LLC | History | Added to | 462 | 87 | 0.01% | 0.01% | 514 | +1 | 0.22% | Q3 2026 | Nov 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 458 | 86 | 0.0% | — | 515 | +458 | New | Q3 2026 | Oct 28, 2026 |
| Versant Capital Management, Inc | History | Added to | 446 | 84 | 0.01% | 0.01% | 516 | +9 | 2.06% | Q3 2026 | Oct 01, 2026 |
| BESSEMER GROUP INC | History | No change | 392 | 75 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investors Research Corp | History | No change | 400 | 75 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 388 | 74 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 378 | 72 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitlin John, LLC | History | No change | 376 | 71 | 0.04% | 0.04% | 521 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 372 | 71 | 0.01% | 0.01% | 522 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Eukles Asset Management | History | No change | 340 | 64 | 0.03% | 0.03% | 523 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Triumph Capital Management | History | Added to | 319 | 60 | 0.01% | 0.01% | 524 | +7 | 2.24% | Q3 2026 | Oct 14, 2026 |
| Root Financial Partners, LLC | History | New | 313 | 59 | 0.0% | — | 525 | +313 | New | Q3 2026 | Oct 21, 2026 |
| True Wealth Design, LLC | History | Reduced | 298 | 56 | 0.01% | 0.01% | 527 | -6 | -1.97% | Q3 2026 | Oct 13, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 300 | 56 | 0.02% | 0.02% | 526 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 281 | 53 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Towne Trust Company, N.A | History | No change | 280 | 52 | 0.02% | 0.02% | 529 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Salomon & Ludwin, LLC | History | No change | 250 | 47 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 239 | 45 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | Added to | 235 | 44 | 0.03% | 0.02% | 532 | +61 | 35.06% | Q3 2026 | Oct 30, 2026 |
| Balance Wealth Partners LLC | History | New | 232 | 43 | 0.01% | — | 534 | +232 | New | Q3 2026 | Oct 27, 2026 |
| Benson Wealth Management INC | History | No change | 230 | 43 | 0.04% | 0.04% | 533 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 225 | 42 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ST GERMAIN D J CO INC | History | No change | 210 | 40 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 212 | 40 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 200 | 38 | 0.02% | 0.02% | 538 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 189 | 36 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Reduced | 183 | 35 | 0.0% | 0.02% | 541 | -9,750 | -98.16% | Q3 2026 | Oct 22, 2026 |
| CX Institutional | History | Added to | 187 | 35 | 0.0% | 0.0% | 540 | +103 | 122.62% | Q3 2026 | Oct 02, 2026 |
| Financial Perspectives, Inc | History | Added to | 184 | 34 | 0.01% | 0.01% | 543 | +1 | 0.55% | Q3 2026 | Nov 03, 2026 |
| NFSG Corp | History | No change | 180 | 34 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Community Bank, N.A. | History | No change | 176 | 33 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | Added to | 163 | 30 | 0.0% | 0.07% | 546 | +32 | 24.43% | Q3 2026 | Nov 03, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 160 | 30 | 0.01% | 0.01% | 545 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 150 | 28 | 0.01% | 0.01% | 547 | +7 | 4.9% | Q3 2026 | Nov 05, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 142 | 26 | 0.0% | — | 549 | +142 | New | Q3 2026 | Oct 30, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 140 | 26 | 0.0% | 0.0% | 548 | +6 | 4.48% | Q3 2026 | Oct 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 120 | 22 | 0.0% | 0.0% | 551 | -10 | -7.69% | Q3 2026 | Oct 27, 2026 |
| Bangor Savings Bank | History | No change | 120 | 22 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| IFG Advisory, LLC | History | No change | 120 | 22 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 120 | 22 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Spire Wealth Management | History | No change | 120 | 22 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 112 | 21 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 113 | 21 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 96 | 18 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 93 | 17 | 0.0% | 0.0% | 558 | +2 | 2.2% | Q3 2026 | Nov 03, 2026 |
| CVA Family Office, LLC | History | No change | 92 | 17 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 89 | 17 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 95 | 17 | 0.0% | 0.01% | 561 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| LRI Investments, LLC | History | No change | 80 | 15 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tributary Capital Management, LLC | History | New | 74 | 14 | 0.0% | — | 565 | +74 | New | Q3 2026 | Oct 28, 2026 |
| Anchor Investment Management, LLC | History | No change | 75 | 14 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Clearstead Trust, LLC | History | No change | 77 | 14 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 70 | 13 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 72 | 13 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Private Wealth Management Group, LLC | History | No change | 70 | 13 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| BFC Planning, Inc. | History | No change | 69 | 13 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Coston, McIsaac & Partners | History | No change | 67 | 12 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GW&K Investment Management, LLC | History | No change | 60 | 11 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 60 | 11 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 60 | 11 | 0.01% | 0.01% | 573 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Bare Financial Services, Inc | History | Added to | 53 | 10 | 0.0% | 0.0% | 574 | +23 | 76.67% | Q3 2026 | Nov 04, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 54 | 10 | 0.0% | 0.0% | 575 | -3 | -5.26% | Q3 2026 | Oct 19, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 49 | 9 | 0.0% | 0.0% | 576 | -48 | -49.48% | Q3 2026 | Oct 13, 2026 |
| MATHER GROUP, LLC. | History | New | 48 | 9 | 0.0% | — | 581 | +48 | New | Q3 2026 | Oct 14, 2026 |
| SHP Wealth Management | History | No change | 52 | 9 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 50 | 9 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Bell Investment Advisors, Inc | History | No change | 50 | 9 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Montgomery Financial Services LLC | History | No change | 50 | 9 | 0.01% | 0.01% | 580 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 46 | 8 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Clark Wealth Partners | History | New | 39 | 7 | 0.0% | — | 587 | +39 | New | Q3 2026 | Oct 16, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 42 | 7 | 0.0% | 0.0% | 583 | -3 | -6.67% | Q3 2026 | Oct 26, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 40 | 7 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 40 | 7 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kilter Group LLC | History | No change | 40 | 7 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 35 | 6 | 0.0% | — | 589 | +35 | New | Q3 2026 | Oct 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 33 | 6 | 0.0% | — | 588 | +33 | New | Q3 2026 | Oct 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 30 | 5 | 0.0% | — | 590 | +27 | 900.0% | Q3 2026 | Oct 23, 2026 |
| Tidemark, LLC | History | No change | 30 | 5 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WealthCollab, LLC | History | No change | 31 | 5 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rossby Financial, LCC | History | No change | 28 | 5 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| James T. Borello RIA | History | No change | 31 | 5 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Hughes Financial Services, LLC | History | Added to | 21 | 4 | 0.0% | — | 596 | +16 | 320.0% | Q3 2026 | Oct 30, 2026 |
| Cromwell Holdings LLC | History | Added to | 22 | 4 | 0.0% | 0.0% | 595 | +12 | 120.0% | Q3 2026 | Oct 28, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 18 | 3 | 0.0% | 0.0% | 599 | -17 | -48.57% | Q3 2026 | Oct 07, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 20 | 3 | 0.0% | 0.0% | 597 | +5 | 33.33% | Q3 2026 | Nov 03, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 17 | 3 | 0.0% | 0.0% | 598 | +4 | 30.77% | Q3 2026 | Oct 27, 2026 |
| Valued Wealth Advisors LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Strive Financial Group ,LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 14 | 2 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 13 | 2 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 14 | 2 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Marquette Asset Management, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 14 | 2 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 8 | 1 | 0.0% | — | 620 | +8 | New | Q3 2026 | Oct 23, 2026 |
| UMB Private Wealth Management, LLC | History | New | 8 | 1 | 0.0% | — | 622 | +8 | New | Q3 2026 | Oct 19, 2026 |
| Ascentis Wealth Management, LLC | History | New | 6 | 1 | 0.0% | — | 621 | +6 | New | Q3 2026 | Nov 03, 2026 |
| Signature Equity Partners, LLC | History | Added to | 6 | 1 | 0.0% | — | 619 | +1 | 20.0% | Q3 2026 | Oct 29, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 10 | 1 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 6 | 1 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| North Star Investment Management Corp. | History | No change | 8 | 1 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Bogart Wealth, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Archer Investment Corp | History | No change | 10 | 1 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Optiver Holding B.V. | History | No change | 7 | 1 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 10 | 1 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Sachetta, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rialto Wealth Management, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MidFirst Bank | History | No change | 8 | 1 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -12,030 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,721 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Legacy Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,555 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Modera Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,397 | -100.0% | Q3 2026 | Oct 28, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,363 | -100.0% | Q3 2026 | Oct 26, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -1,246 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Gallacher Capital Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,207 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Midwest Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -1,139 | -100.0% | Q3 2026 | Oct 22, 2026 |
| SkyOak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,075 | -100.0% | Q3 2026 | Oct 28, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,050 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Union Bancaire Privee, UBP SA | History | New | 700 | 0 | — | — | — | +700 | New | Q3 2026 | Nov 04, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -421 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -122 | -100.0% | Q3 2026 | Oct 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -43 | -97.73% | Q3 2026 | Nov 02, 2026 |
| Solstein Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2026 | Nov 02, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Hilton Head Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q3 2026 | Oct 28, 2026 |
| USA FINANCIAL FORMULAS | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 16, 2026 |
| TRUST CO OF VERMONT | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 21, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 15, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Nov 02, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Nov 03, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Oct 27, 2026 |
| Signature Resources Capital Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 16, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Leonteq Securities AG | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Truvestments Capital LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Investors Portfolio Services LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key Capital Management, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |