COLUMBIA BANKING SYSTEM, INC. - COLB
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 | 27,470,920 | 880,442 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 15,633,948 | 501,069 | 0.33% | 0.33% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 13,678,183 | 438,385 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 13,072,525 | 418,974 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 12,694,096 | 406,840 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 14,143,142 | 404,494 | 0.07% | 0.08% | 6 | +236,850 | 1.7% | Q3 2026 | Nov 04, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 11,686,430 | 374,550 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 11,025,378 | 353,363 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 9,879,006 | 316,623 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 7,903,579 | 253,309 | 0.11% | 0.11% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 6,101,719 | 195,560 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 5,958,440 | 192,983 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 5,795,510 | 185,788 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HoldCo Asset Management, LP | History | No change | 5,722,786 | 183,415 | 11.77% | 11.77% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 4,686,223 | 150,193 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 4,005,647 | 128,381 | 0.84% | 0.84% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 3,816,175 | 122,308 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 3,807,940 | 122,045 | 0.18% | 0.18% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 3,615,152 | 103,393 | 0.11% | 0.1% | 19 | +438,295 | 13.8% | Q3 2026 | Nov 02, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 3,604,790 | 103,096 | 0.02% | 0.02% | 20 | -166,422 | -4.41% | Q3 2026 | Nov 05, 2026 |
| Epoch Investment Partners, Inc. | History | No change | 3,143,704 | 100,755 | 0.57% | 0.57% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | No change | 2,966,686 | 95,082 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 2,636,227 | 84,491 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,611,337 | 83,693 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,571,314 | 82,410 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 2,481,754 | 79,540 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 2,149,943 | 68,905 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,978,842 | 63,421 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 2,084,555 | 59,618 | 0.17% | 0.2% | 29 | -44,767 | -2.1% | Q3 2026 | Oct 30, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,831,172 | 58,689 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 1,713,172 | 54,907 | 0.49% | 0.49% | 31 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,407,290 | 45,103 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 1,323,768 | 42,426 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 1,289,296 | 41,321 | 0.82% | 0.82% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,171,343 | 37,541 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,111,048 | 35,954 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COOKE & BIELER LP | History | Reduced | 1,214,867 | 34,745 | 0.55% | 0.56% | 37 | -286,046 | -19.06% | Q3 2026 | Oct 21, 2026 |
| Stieven Capital Advisors, L.P. | History | No change | 1,071,732 | 34,349 | 6.56% | 6.56% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Azora Capital LP | History | No change | 1,028,488 | 32,963 | 1.39% | 1.39% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,012,894 | 32,463 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 980,784 | 31,434 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 913,570 | 29,279 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 897,711 | 28,771 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 884,032 | 28,333 | 1.44% | 1.44% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 842,527 | 27,002 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 841,641 | 26,974 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 832,559 | 26,683 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 828,827 | 26,564 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Interval Partners, LP | History | No change | 782,925 | 25,092 | 0.65% | 0.65% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SNYDER CAPITAL MANAGEMENT L P | History | No change | 768,126 | 24,618 | 0.43% | 0.43% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 752,591 | 24,120 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | No change | 751,314 | 24,079 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rhino Investment Partners, Inc | History | No change | 748,420 | 23,986 | 7.26% | 7.26% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 745,368 | 23,889 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jain Global LLC | History | No change | 741,638 | 23,769 | 0.09% | 0.09% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 808,364 | 23,119 | 1.17% | 1.26% | 56 | -53,077 | -6.16% | Q3 2026 | Oct 23, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 712,060 | 22,821 | 0.27% | 0.27% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 696,988 | 22,338 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SEI INVESTMENTS CO | History | No change | 633,781 | 20,312 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 631,221 | 20,230 | 0.55% | 0.55% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 621,452 | 19,917 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boston Partners | History | No change | 603,696 | 19,371 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Swiss National Bank | History | No change | 581,893 | 18,649 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 649,722 | 18,582 | 0.01% | 0.01% | 64 | -7,534 | -1.15% | Q3 2026 | Nov 02, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 577,525 | 18,509 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LONE PEAK GLOBAL INVESTORS LLC | History | No change | 569,183 | 18,242 | 2.51% | 2.51% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 496,928 | 15,921 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 486,054 | 15,579 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 477,743 | 15,311 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 467,363 | 14,978 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bridgewater Associates, LP | History | No change | 466,337 | 14,946 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 457,050 | 14,648 | 0.64% | 0.64% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | No change | 433,243 | 13,885 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 485,382 | 13,881 | 0.01% | 0.01% | 74 | +151,581 | 45.41% | Q3 2026 | Nov 02, 2026 |
| Aristotle Capital Boston, LLC | History | No change | 420,721 | 13,484 | 0.9% | 0.9% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 417,635 | 13,385 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 416,542 | 13,350 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ceredex Value Advisors LLC | History | No change | 413,000 | 13,236 | 0.37% | 0.37% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 407,151 | 13,049 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 387,000 | 12,403 | 2.26% | 2.26% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 385,139 | 12,343 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Eagle Investment Management, LLC | History | No change | 384,600 | 12,326 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 384,544 | 12,324 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BW Gestao de Investimentos Ltda. | History | No change | 379,933 | 12,176 | 0.24% | 0.24% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Phocas Financial Corp. | History | No change | 353,629 | 11,333 | 1.57% | 1.57% | 85 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| XTX Topco Ltd | History | No change | 350,389 | 11,229 | 0.15% | 0.15% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carlson Capital, L.P. | History | No change | 347,529 | 11,138 | 2.25% | 2.25% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 392,715 | 10,772 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 335,847 | 10,763 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| IEQ CAPITAL, LLC | History | No change | 320,277 | 10,264 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 312,065 | 10,001 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GABELLI FUNDS LLC | History | No change | 310,018 | 9,936 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brevan Howard Capital Management LP | History | No change | 308,212 | 9,878 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 303,329 | 9,721 | 0.18% | 0.18% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 332,845 | 9,519 | 0.29% | 0.32% | 95 | +21,164 | 6.79% | Q3 2026 | Oct 14, 2026 |
| Channing Capital Management, LLC | History | Reduced | 331,566 | 9,482 | 0.25% | 0.25% | 96 | -13,196 | -3.83% | Q3 2026 | Nov 02, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 327,639 | 9,370 | 1.31% | 1.42% | 97 | +3,160 | 0.97% | Q3 2026 | Oct 13, 2026 |
| CITIGROUP INC | History | Added to | 318,514 | 9,109 | 0.0% | 0.0% | 98 | +138,923 | 77.36% | Q3 2026 | Nov 04, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 278,682 | 8,931 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 309,853 | 8,862 | 0.02% | 0.02% | 100 | -2,073 | -0.66% | Q3 2026 | Oct 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 262,365 | 8,408 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | Reduced | 291,798 | 8,345 | 0.02% | 0.03% | 102 | -7,616 | -2.54% | Q3 2026 | Nov 04, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Added to | 271,306 | 7,759 | 1.48% | 1.5% | 103 | +10,143 | 3.88% | Q3 2026 | Oct 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 269,611 | 7,710 | 0.01% | 0.01% | 104 | +27,700 | 11.45% | Q3 2026 | Oct 28, 2026 |
| ALGEBRIS (UK) LTD | History | No change | 234,605 | 7,495 | 0.49% | 0.49% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 232,377 | 7,417 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 227,955 | 7,305 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 227,116 | 7,279 | 1.63% | 1.63% | 108 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 224,635 | 7,199 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 210,784 | 6,755 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 204,688 | 6,560 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 201,911 | 6,471 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 214,157 | 6,125 | 0.01% | 0.01% | 113 | +69,546 | 48.09% | Q3 2026 | Nov 05, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 190,907 | 6,118 | 0.2% | 0.2% | 114 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cinctive Capital Management LP | History | No change | 187,975 | 6,024 | 0.22% | 0.22% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 180,959 | 5,796 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 170,074 | 5,450 | 0.1% | 0.1% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 166,527 | 5,337 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 156,302 | 5,009 | 1.21% | 1.21% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 174,395 | 4,987 | 0.23% | 0.26% | 120 | -4,310 | -2.41% | Q3 2026 | Oct 26, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 155,224 | 4,974 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 155,059 | 4,969 | 0.26% | 0.26% | 122 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 154,182 | 4,941 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 150,829 | 4,834 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 149,844 | 4,802 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 145,884 | 4,675 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Expect Equity LLC | History | No change | 143,065 | 4,585 | 2.95% | 2.95% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 157,902 | 4,515 | 0.08% | 0.09% | 128 | +8,194 | 5.47% | Q3 2026 | Oct 28, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 156,878 | 4,486 | 0.51% | 0.58% | 129 | +3,603 | 2.35% | Q3 2026 | Oct 09, 2026 |
| MetLife Investment Management, LLC | History | No change | 139,361 | 4,466 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 132,691 | 4,252 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 132,244 | 4,238 | 0.06% | 0.06% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 124,301 | 3,984 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | No change | 122,784 | 3,935 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 122,399 | 3,923 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 121,145 | 3,882 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 119,671 | 3,835 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vest Financial, LLC | History | Added to | 132,240 | 3,782 | 0.04% | 0.02% | 138 | +68,873 | 108.69% | Q3 2026 | Oct 21, 2026 |
| HSBC HOLDINGS PLC | History | No change | 116,681 | 3,750 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 116,655 | 3,738 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 113,985 | 3,653 | 0.1% | 0.1% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clean Yield Group | History | Added to | 127,526 | 3,647 | 0.88% | 0.76% | 142 | +32,480 | 34.17% | Q3 2026 | Oct 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 113,389 | 3,634 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 126,204 | 3,609 | 0.03% | 0.03% | 144 | -1,874 | -1.46% | Q3 2026 | Oct 23, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 112,311 | 3,599 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 111,060 | 3,559 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, LLC | History | No change | 107,903 | 3,467 | 0.24% | 0.24% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 107,289 | 3,438 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 105,783 | 3,390 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bayview Asset Management, LLC | History | No change | 105,000 | 3,365 | 0.68% | 0.68% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 104,786 | 3,358 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 102,500 | 3,285 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Trail Advisors, LLC | History | No change | 100,970 | 3,236 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aquatic Capital Management LLC | History | No change | 98,243 | 3,148 | 0.11% | 0.11% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 92,519 | 2,965 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 103,084 | 2,948 | 0.03% | 0.03% | 156 | -4,372 | -4.07% | Q3 2026 | Oct 23, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 91,570 | 2,935 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 98,533 | 2,818 | 0.02% | 0.02% | 158 | -5,892 | -5.64% | Q3 2026 | Oct 27, 2026 |
| NATIXIS | History | No change | 86,696 | 2,778 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 85,691 | 2,746 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 84,998 | 2,724 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GW&K Investment Management, LLC | History | No change | 84,723 | 2,715 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 84,374 | 2,704 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 94,000 | 2,688 | 0.1% | 0.1% | 164 | -2,000 | -2.08% | Q3 2026 | Oct 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 102,112 | 2,597 | 0.0% | 0.0% | 165 | +51,863 | 103.21% | Q3 2026 | Oct 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 80,320 | 2,574 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 88,715 | 2,537 | 0.05% | 0.08% | 167 | -56,913 | -39.08% | Q3 2026 | Oct 22, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 78,269 | 2,508 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 77,029 | 2,468 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sippican Capital Advisors | History | Reduced | 85,694 | 2,450 | 1.63% | 2.02% | 170 | -17,833 | -17.23% | Q3 2026 | Oct 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 76,296 | 2,445 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 75,161 | 2,409 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 84,000 | 2,402 | 0.04% | 0.04% | 173 | -700 | -0.83% | Q3 2026 | Oct 20, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 83,599 | 2,390 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| ARGA Investment Management, LP | History | No change | 82,893 | 2,370 | 0.06% | 0.07% | 175 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 73,747 | 2,363 | 0.1% | 0.1% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 81,530 | 2,331 | 0.01% | 0.01% | 177 | +1,512 | 1.89% | Q3 2026 | Nov 03, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | No change | 72,400 | 2,320 | 1.6% | 1.6% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Range Financial Group LLC | History | Added to | 80,176 | 2,293 | 0.64% | 0.68% | 179 | +2,554 | 3.29% | Q3 2026 | Oct 20, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 79,750 | 2,280 | 0.18% | 0.2% | 180 | +975 | 1.24% | Q3 2026 | Oct 19, 2026 |
| Access Investment Management LLC | History | Added to | 78,389 | 2,241 | 0.54% | 0.63% | 181 | +1,835 | 2.4% | Q3 2026 | Oct 23, 2026 |
| PMC FIG Opportunities LLC | History | No change | 68,263 | 2,187 | 3.49% | 3.49% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 66,650 | 2,142 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 65,836 | 2,110 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 73,408 | 2,109 | 0.01% | 0.0% | 185 | +47,704 | 185.59% | Q3 2026 | Oct 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 73,538 | 2,103 | 0.01% | 0.01% | 186 | -9,452 | -11.39% | Q3 2026 | Oct 20, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 65,625 | 2,103 | 1.82% | 1.82% | 187 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 73,051 | 2,089 | 0.02% | 0.03% | 188 | -7,108 | -8.87% | Q3 2026 | Oct 22, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 65,119 | 2,087 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 64,751 | 2,075 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 61,862 | 1,982 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| US BANCORP \DE\ | History | Added to | 68,632 | 1,962 | 0.0% | 0.0% | 192 | +373 | 0.55% | Q3 2026 | Nov 05, 2026 |
| Cerity Partners LLC | History | No change | 60,938 | 1,953 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 60,661 | 1,944 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Man Group plc | History | No change | 60,597 | 1,942 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 67,527 | 1,931 | 0.01% | 0.01% | 196 | -1,778 | -2.57% | Q3 2026 | Nov 03, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 66,341 | 1,897 | 0.01% | 0.01% | 197 | -1,400 | -2.07% | Q3 2026 | Oct 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 58,981 | 1,890 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 56,324 | 1,805 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 56,116 | 1,798 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 61,111 | 1,747 | 0.0% | 0.0% | 201 | -6,318 | -9.37% | Q3 2026 | Nov 05, 2026 |
| PARK CIRCLE Co | History | No change | 54,400 | 1,743 | 1.49% | 1.49% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 60,914 | 1,742 | 0.04% | 0.05% | 203 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 53,277 | 1,707 | 0.05% | 0.05% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 59,615 | 1,704 | 0.05% | — | 205 | +59,615 | New | Q3 2026 | Oct 22, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 58,588 | 1,675 | 0.02% | 0.02% | 206 | -1,200 | -2.01% | Q3 2026 | Oct 29, 2026 |
| Neuberger Berman Group LLC | History | No change | 52,028 | 1,667 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Sowell Financial Services LLC | History | Reduced | 58,028 | 1,659 | 0.05% | 0.07% | 208 | -4,669 | -7.45% | Q3 2026 | Oct 23, 2026 |
| Petiole USA ltd | History | No change | 51,752 | 1,658 | 1.19% | 1.19% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 51,595 | 1,653 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 55,834 | 1,596 | 0.01% | 0.01% | 211 | +5,142 | 10.14% | Q3 2026 | Nov 05, 2026 |
| &PARTNERS | History | No change | 49,666 | 1,591 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 52,619 | 1,504 | 0.22% | 0.25% | 213 | +504 | 0.97% | Q3 2026 | Oct 13, 2026 |
| Caprock Group, LLC | History | No change | 46,623 | 1,494 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ausbil Investment Management Ltd | History | Reduced | 51,634 | 1,476 | 0.74% | 1.01% | 215 | -16,849 | -24.6% | Q3 2026 | Oct 07, 2026 |
| IMC-Chicago, LLC | History | Added to | 49,600 | 1,418 | 0.0% | 0.0% | 216 | +36,200 | 270.15% | Q3 2026 | Nov 05, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 49,305 | 1,412 | 0.0% | — | 217 | +49,305 | New | Q3 2026 | Oct 27, 2026 |
| Pacer Advisors, Inc. | History | No change | 43,016 | 1,379 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Callan Family Office, LLC | History | No change | 42,552 | 1,363 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 46,806 | 1,338 | 1.23% | 1.31% | 220 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Focus Partners Wealth | History | No change | 41,554 | 1,331 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | No change | 41,404 | 1,327 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 45,835 | 1,310 | 0.47% | 0.53% | 223 | +33 | 0.07% | Q3 2026 | Oct 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 44,864 | 1,283 | 0.0% | 0.0% | 224 | +1,937 | 4.51% | Q3 2026 | Nov 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 39,016 | 1,250 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mork Capital Management, LLC | History | No change | 38,940 | 1,248 | 0.8% | 0.8% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 38,615 | 1,237 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 43,044 | 1,231 | 0.01% | 0.0% | 228 | +27,318 | 173.71% | Q3 2026 | Oct 13, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 42,000 | 1,201 | 0.26% | — | 229 | +42,000 | New | Q3 2026 | Nov 02, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 41,906 | 1,198 | 0.01% | 0.0% | 230 | +22,839 | 119.78% | Q3 2026 | Nov 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 36,630 | 1,173 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 40,764 | 1,150 | 0.03% | 0.03% | 232 | +1,447 | 3.68% | Q3 2026 | Oct 20, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 35,094 | 1,124 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 34,762 | 1,114 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 33,713 | 1,080 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 33,671 | 1,079 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 36,473 | 1,043 | 0.02% | 0.02% | 238 | -1,765 | -4.62% | Q3 2026 | Nov 03, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 32,554 | 1,043 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 32,521 | 1,042 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Entropy Technologies, LP | History | No change | 32,439 | 1,039 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 32,346 | 1,036 | 0.33% | 0.33% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 32,030 | 1,026 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 33,778 | 965 | 0.01% | 0.01% | 243 | -10,539 | -23.78% | Q3 2026 | Oct 15, 2026 |
| FMR LLC | History | No change | 29,623 | 949 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Reduced | 33,077 | 946 | 0.01% | 0.01% | 245 | -1,554 | -4.49% | Q3 2026 | Nov 03, 2026 |
| Savant Capital, LLC | History | Added to | 31,950 | 913 | 0.0% | 0.0% | 246 | +7,096 | 28.55% | Q3 2026 | Nov 05, 2026 |
| Hexagon Capital Partners LLC | History | No change | 27,887 | 893 | 0.13% | 0.13% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 31,191 | 892 | 0.27% | 0.31% | 248 | -777 | -2.43% | Q3 2026 | Oct 19, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 31,076 | 888 | 0.01% | 0.0% | 249 | +15,493 | 99.42% | Q3 2026 | Oct 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 27,384 | 877 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| South Dakota Investment Council | History | No change | 27,279 | 874 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 27,287 | 874 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 26,700 | 855 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 26,642 | 853 | 0.05% | 0.05% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 29,789 | 851 | 0.02% | 0.03% | 255 | +1,896 | 6.8% | Q3 2026 | Oct 13, 2026 |
| Waverly Advisors, LLC | History | No change | 26,247 | 841 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 26,199 | 839 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 25,494 | 817 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRUDENTIAL PLC | History | No change | 25,270 | 809 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 25,038 | 802 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Angel Oak Capital Advisors, LLC | History | No change | 25,000 | 801 | 1.01% | 1.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Achmea Investment Management B.V. | History | New | 27,800 | 795 | 0.01% | — | 262 | +27,800 | New | Q3 2026 | Oct 30, 2026 |
| SYON CAPITAL LLC | History | No change | 24,684 | 791 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,773 | 765 | 0.0% | 0.0% | 264 | -2,429 | -8.32% | Q3 2026 | Nov 02, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 26,052 | 745 | 0.01% | 0.01% | 265 | +1,366 | 5.53% | Q3 2026 | Oct 23, 2026 |
| Gould Capital, LLC | History | No change | 23,204 | 743 | 0.41% | 0.41% | 266 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | Reduced | 25,860 | 739 | 0.01% | 0.01% | 267 | -1,234 | -4.55% | Q3 2026 | Oct 15, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 25,333 | 724 | 0.19% | 0.23% | 268 | -4,133 | -14.03% | Q3 2026 | Nov 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 25,107 | 718 | 0.01% | 0.07% | 269 | -132,615 | -84.08% | Q3 2026 | Oct 27, 2026 |
| FEDERATED HERMES, INC. | History | No change | 22,367 | 716 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 22,257 | 713 | 0.06% | 0.06% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 21,348 | 709 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 22,059 | 706 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 24,687 | 706 | 0.06% | 0.07% | 274 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 22,033 | 706 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 21,767 | 697 | 0.21% | 0.21% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essex Financial Services, Inc. | History | No change | 21,606 | 692 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sciencast Management LP | History | No change | 21,586 | 691 | 0.14% | 0.14% | 278 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMERCE BANK | History | No change | 21,546 | 690 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 21,481 | 688 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dakota Wealth Management | History | No change | 21,055 | 674 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Snowden Capital Advisors LLC | History | No change | 20,916 | 670 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWC Advisors, LLC. | History | Added to | 22,994 | 657 | 0.31% | 0.32% | 284 | +246 | 1.08% | Q3 2026 | Oct 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 20,511 | 657 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frec Markets, Inc. | History | No change | 20,417 | 654 | 0.06% | 0.06% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 20,180 | 646 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 19,616 | 628 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 21,820 | 624 | 0.01% | 0.01% | 288 | +3,650 | 20.09% | Q3 2026 | Nov 04, 2026 |
| SALZHAUER MICHAEL | History | Reduced | 21,198 | 606 | 0.24% | 0.25% | 289 | -1,488 | -6.56% | Q3 2026 | Oct 27, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 18,594 | 595 | 0.06% | 0.06% | 290 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 19,261 | 594 | 0.01% | 0.01% | 291 | +6,640 | 52.61% | Q3 2026 | Oct 26, 2026 |
| DRW Securities, LLC | History | No change | 18,405 | 589 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Park Place Capital Corp | History | No change | 18,375 | 588 | 0.09% | 0.09% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 20,151 | 576 | 0.03% | 0.02% | 294 | +7,741 | 62.38% | Q3 2026 | Oct 13, 2026 |
| Engineers Gate Manager LP | History | No change | 17,245 | 552 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 19,291 | 551 | 0.0% | — | 298 | +19,291 | New | Q3 2026 | Oct 28, 2026 |
| ALPS ADVISORS INC | History | New | 19,270 | 551 | 0.0% | — | 297 | +19,270 | New | Q3 2026 | Nov 02, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 19,289 | 551 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Inscription Capital, LLC | History | Reduced | 19,242 | 550 | 0.06% | 0.06% | 299 | -379 | -1.93% | Q3 2026 | Nov 02, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 19,200 | 549 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 16,738 | 536 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 18,691 | 534 | 0.0% | 0.0% | 302 | +7,326 | 64.46% | Q3 2026 | Nov 02, 2026 |
| AVIVA PLC | History | No change | 16,183 | 518 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 17,900 | 511 | 0.02% | 0.02% | 304 | +70 | 0.39% | Q3 2026 | Nov 04, 2026 |
| Hilltop Holdings Inc. | History | No change | 15,920 | 510 | 0.04% | 0.04% | 305 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 15,484 | 496 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 15,191 | 486 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 16,973 | 485 | 0.01% | 0.01% | 308 | -45 | -0.26% | Q3 2026 | Oct 30, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 16,927 | 484 | 0.01% | 0.01% | 309 | +2,118 | 14.3% | Q3 2026 | Nov 05, 2026 |
| Diligent Investors, LLC | History | Added to | 16,911 | 483 | 0.11% | 0.09% | 311 | +4,955 | 41.44% | Q3 2026 | Oct 21, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 16,922 | 483 | 0.01% | 0.01% | 310 | -602 | -3.44% | Q3 2026 | Oct 21, 2026 |
| Utah Retirement Systems | History | No change | 15,040 | 482 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 16,636 | 475 | 0.04% | 0.02% | 313 | +9,943 | 148.56% | Q3 2026 | Nov 02, 2026 |
| Wedmont Private Capital | History | Reduced | 16,546 | 472 | 0.01% | 0.02% | 316 | -609 | -3.55% | Q3 2026 | Oct 09, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 14,733 | 472 | 0.16% | 0.16% | 314 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Capital Wealth Advisors | History | No change | 16,525 | 472 | 0.33% | 0.36% | 315 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| DnB Asset Management AS | History | No change | 14,264 | 457 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Freedom Day Solutions, LLC | History | No change | 15,905 | 454 | 0.1% | 0.11% | 318 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Inspire Investing, LLC | History | Reduced | 15,587 | 445 | 0.02% | 0.02% | 319 | -1,015 | -6.11% | Q3 2026 | Oct 22, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 13,807 | 442 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 13,770 | 441 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 13,414 | 429 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Columbia Bank | History | No change | 15,000 | 429 | 0.09% | 0.11% | 323 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 14,979 | 428 | 0.0% | 0.0% | 324 | +1,130 | 8.16% | Q3 2026 | Nov 04, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 14,951 | 427 | 0.03% | 0.03% | 325 | +218 | 1.48% | Q3 2026 | Oct 26, 2026 |
| Headlands Technologies LLC | History | No change | 13,322 | 426 | 0.05% | 0.05% | 326 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Machina Capital S.A.S. | History | Added to | 14,790 | 422 | 0.06% | 0.06% | 327 | +3,776 | 34.28% | Q3 2026 | Nov 05, 2026 |
| Larson Financial Group LLC | History | Added to | 14,612 | 417 | 0.01% | 0.01% | 328 | +7,482 | 104.94% | Q3 2026 | Nov 05, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 12,967 | 415 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Unison Advisors LLC | History | Added to | 14,482 | 414 | 0.03% | 0.03% | 330 | +164 | 1.15% | Q3 2026 | Oct 28, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 12,529 | 401 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 12,509 | 400 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 12,069 | 386 | 0.09% | 0.09% | 333 | 0 | 0.0% | Q2 2026 | Sep 29, 2026 |
| Hardy Reed LLC | History | No change | 11,791 | 377 | 0.02% | 0.02% | 334 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Curi Capital, LLC | History | No change | 11,590 | 371 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 11,240 | 360 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 11,195 | 358 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 12,127 | 347 | 0.01% | 0.01% | 338 | +2,235 | 22.59% | Q3 2026 | Oct 22, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 10,797 | 346 | 0.13% | 0.13% | 339 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 11,899 | 340 | 0.03% | 0.03% | 340 | -115 | -0.96% | Q3 2026 | Oct 19, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | No change | 10,565 | 338 | 0.05% | 0.05% | 341 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 11,765 | 336 | 0.0% | 0.0% | 342 | +119 | 1.02% | Q3 2026 | Oct 05, 2026 |
| TWINBEECH CAPITAL LP | History | No change | 10,446 | 334 | 0.06% | 0.06% | 343 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 10,439 | 334 | 0.07% | 0.07% | 344 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 10,345 | 331 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| De Lisle Partners LLP | History | No change | 10,221 | 327 | 0.04% | 0.04% | 346 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JMN Financial LLC | History | No change | 10,196 | 326 | 0.25% | 0.25% | 347 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 10,151 | 325 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 9,906 | 317 | 0.1% | 0.1% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 11,055 | 315 | 0.01% | — | 351 | +11,055 | New | Q3 2026 | Oct 09, 2026 |
| CERTUITY, LLC | History | Added to | 11,018 | 315 | 0.01% | 0.01% | 350 | +4,003 | 57.06% | Q3 2026 | Nov 02, 2026 |
| HUB Investment Partners, LLC | History | Added to | 10,974 | 313 | 0.01% | 0.0% | 353 | +2,743 | 33.33% | Q3 2026 | Nov 03, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 9,774 | 313 | 0.07% | 0.07% | 352 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 10,792 | 308 | 0.0% | 0.0% | 354 | +1,595 | 17.34% | Q3 2026 | Oct 23, 2026 |
| ProShare Advisors LLC | History | Reduced | 10,750 | 307 | 0.0% | 0.0% | 355 | -670 | -5.87% | Q3 2026 | Oct 28, 2026 |
| GAMMA Investing LLC | History | Added to | 10,749 | 307 | 0.01% | 0.01% | 356 | +552 | 5.41% | Q3 2026 | Oct 08, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 9,549 | 306 | 0.08% | 0.08% | 357 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EQUITABLE TRUST CO | History | No change | 10,634 | 304 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Wealthfront Advisers LLC | History | No change | 9,477 | 303 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 9,395 | 301 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 10,515 | 300 | 0.01% | 0.0% | 361 | +3,040 | 40.67% | Q3 2026 | Nov 05, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 9,356 | 299 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KBC Group NV | History | No change | 10,293 | 294 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Indivisible Partners | History | Added to | 10,160 | 290 | 0.01% | 0.02% | 366 | +1,420 | 16.25% | Q3 2026 | Oct 26, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 9,054 | 290 | 0.02% | 0.02% | 364 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kera Capital Partners, Inc. | History | No change | 9,072 | 290 | 0.03% | 0.03% | 365 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | No change | 9,019 | 289 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crestwood Advisors Group, LLC | History | New | 10,092 | 288 | 0.0% | — | 369 | +10,092 | New | Q3 2026 | Oct 27, 2026 |
| Cresset Asset Management, LLC | History | No change | 9,016 | 288 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 10,022 | 286 | 0.0% | 0.0% | 370 | +2,101 | 26.52% | Q3 2026 | Oct 16, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | No change | 8,799 | 281 | 0.09% | 0.09% | 371 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 9,806 | 280 | 0.01% | 0.01% | 372 | +513 | 5.52% | Q3 2026 | Oct 16, 2026 |
| BAILARD, INC. | History | New | 9,700 | 277 | 0.01% | — | 374 | +9,700 | New | Q3 2026 | Oct 13, 2026 |
| Evercore Wealth Management, LLC | History | No change | 8,647 | 277 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 9,586 | 274 | 0.04% | 0.04% | 377 | +115 | 1.21% | Q3 2026 | Oct 30, 2026 |
| MAI Capital Management | History | No change | 8,575 | 274 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BSW Wealth Partners | History | No change | 8,570 | 274 | 0.03% | 0.03% | 376 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | No change | 8,462 | 271 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | Reduced | 9,256 | 264 | 0.0% | 0.0% | 379 | -2,381 | -20.46% | Q3 2026 | Oct 28, 2026 |
| CIBC Asset Management Inc | History | No change | 9,139 | 261 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Nykredit A/S | History | No change | 8,067 | 258 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Composition Wealth, LLC | History | No change | 8,039 | 257 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 7,900 | 253 | 0.11% | 0.11% | 383 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vontobel Holding Ltd. | History | Added to | 8,830 | 252 | 0.0% | 0.0% | 384 | +35 | 0.4% | Q3 2026 | Oct 16, 2026 |
| North Dakota State Investment Board | History | Added to | 8,756 | 250 | 0.01% | 0.01% | 385 | +58 | 0.67% | Q3 2026 | Oct 27, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 8,129 | 247 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Auxano Advisors, LLC | History | No change | 7,737 | 247 | 0.05% | 0.05% | 387 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 7,659 | 245 | 0.09% | 0.09% | 388 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aspire Capital Advisors LLC | History | No change | 7,579 | 242 | 0.05% | 0.05% | 389 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ballentine Partners, LLC | History | No change | 7,548 | 241 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 7,526 | 241 | 0.02% | 0.02% | 391 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 8,406 | 240 | 0.03% | 0.09% | 392 | -18,494 | -68.75% | Q3 2026 | Oct 23, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 8,322 | 238 | 0.01% | 0.01% | 393 | -387 | -4.44% | Q3 2026 | Oct 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 7,902 | 225 | 0.0% | 0.0% | 394 | +142 | 1.83% | Q3 2026 | Oct 13, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 7,039 | 225 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FourThought Financial Partners, LLC | History | No change | 6,975 | 223 | 0.02% | 0.02% | 396 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | New | 7,649 | 218 | 0.0% | — | 398 | +7,649 | New | Q3 2026 | Nov 04, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 7,638 | 218 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,622 | 217 | 0.0% | 0.0% | 399 | +1,155 | 17.86% | Q3 2026 | Oct 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 7,564 | 216 | 0.02% | 0.02% | 401 | +1,681 | 28.57% | Q3 2026 | Oct 01, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | No change | 6,740 | 216 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 6,767 | 216 | 0.03% | 0.03% | 402 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 7,528 | 215 | 0.0% | 0.0% | 403 | +652 | 9.48% | Q3 2026 | Nov 05, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 7,443 | 212 | 0.04% | 0.04% | 404 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,576 | 210 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Paragon Capital Management Ltd | History | Added to | 7,329 | 209 | 0.04% | 0.04% | 406 | +88 | 1.22% | Q3 2026 | Oct 09, 2026 |
| Principle Wealth Partners LLC | History | No change | 7,326 | 209 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| One Way Holdings LLC | History | No change | 7,335 | 209 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 6,488 | 207 | 0.11% | 0.11% | 409 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,451 | 206 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 7,159 | 204 | 0.01% | 0.01% | 411 | +28 | 0.39% | Q3 2026 | Oct 22, 2026 |
| Apella Capital, LLC | History | Added to | 7,177 | 202 | 0.0% | 0.0% | 413 | +148 | 2.11% | Q3 2026 | Oct 08, 2026 |
| FIDUCIARY COUNSELLING INC | History | No change | 6,312 | 202 | 0.5% | 0.5% | 412 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HM PAYSON & CO | History | No change | 5,986 | 191 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quantbot Technologies LP | History | No change | 5,930 | 190 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,508 | 186 | 0.0% | 0.0% | 416 | +884 | 15.72% | Q3 2026 | Nov 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,529 | 145 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bayforest Capital Ltd | History | Added to | 4,592 | 131 | 0.19% | 0.11% | 418 | +791 | 20.81% | Q3 2026 | Nov 03, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 4,558 | 130 | 0.0% | 0.0% | 419 | -29,742 | -86.71% | Q3 2026 | Nov 04, 2026 |
| STRS OHIO | History | Reduced | 3,862 | 110 | 0.0% | 0.0% | 420 | -2,216 | -36.46% | Q3 2026 | Oct 30, 2026 |
| UMB Bank, n.a. | History | No change | 3,348 | 107 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 2,735 | 88 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFSG, LLC | History | No change | 2,938 | 84 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 2,543 | 81 | 0.04% | 0.04% | 424 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,533 | 81 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,522 | 80 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 2,388 | 76 | 0.03% | 0.03% | 427 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | No change | 2,681 | 76 | 0.01% | 0.02% | 428 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Fulcrum Asset Management LLP | History | New | 2,305 | 66 | 0.0% | — | 430 | +2,305 | New | Q3 2026 | Nov 04, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 2,321 | 66 | 0.04% | 0.04% | 429 | +63 | 2.79% | Q3 2026 | Oct 23, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 1,818 | 58 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 1,800 | 57 | 0.05% | 0.05% | 432 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 1,947 | 55 | 0.0% | 0.0% | 433 | -43 | -2.16% | Q3 2026 | Nov 04, 2026 |
| Horizon Investments, LLC | History | No change | 1,707 | 54 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Reduced | 1,863 | 53 | 0.03% | 0.04% | 435 | -206 | -9.96% | Q3 2026 | Oct 30, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,660 | 47 | 0.0% | 0.0% | 436 | +53 | 3.3% | Q3 2026 | Oct 21, 2026 |
| First Pacific Financial | History | Added to | 1,603 | 45 | 0.0% | 0.01% | 437 | +20 | 1.26% | Q3 2026 | Oct 14, 2026 |
| FIRST HORIZON CORP | History | Reduced | 1,554 | 44 | 0.0% | 0.0% | 438 | -9 | -0.58% | Q3 2026 | Oct 26, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,505 | 43 | 0.0% | 0.01% | 439 | -2,191 | -59.28% | Q3 2026 | Oct 27, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,314 | 42 | 0.02% | 0.02% | 440 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elyxium Wealth, LLC | History | New | 1,442 | 41 | 0.0% | — | 441 | +1,442 | New | Q3 2026 | Oct 27, 2026 |
| Heritage Family Offices, LLP | History | New | 1,429 | 40 | 0.01% | — | 442 | +1,429 | New | Q3 2026 | Nov 02, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,230 | 39 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 1,231 | 39 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,352 | 38 | 0.01% | 0.0% | 445 | +921 | 213.69% | Q3 2026 | Oct 07, 2026 |
| Root Financial Partners, LLC | History | New | 1,194 | 34 | 0.0% | — | 447 | +1,194 | New | Q3 2026 | Oct 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,191 | 34 | 0.0% | 0.0% | 446 | -937 | -44.03% | Q3 2026 | Oct 16, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 1,144 | 32 | 0.01% | 0.01% | 448 | +27 | 2.42% | Q3 2026 | Oct 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 973 | 31 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corsicana & Co. | History | No change | 915 | 29 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 1,037 | 29 | 0.02% | 0.02% | 451 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Mosley Wealth Management | History | No change | 1,014 | 29 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 852 | 27 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 909 | 25 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 914 | 25 | 0.02% | 0.02% | 455 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 848 | 24 | 0.01% | — | 457 | +848 | New | Q3 2026 | Oct 16, 2026 |
| Quent Capital, LLC | History | No change | 750 | 24 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CX Institutional | History | Added to | 816 | 23 | 0.0% | 0.0% | 460 | +17 | 2.13% | Q3 2026 | Oct 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 732 | 23 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 730 | 23 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 747 | 21 | 0.0% | 0.0% | 461 | +636 | 572.97% | Q3 2026 | Oct 26, 2026 |
| MATHER GROUP, LLC. | History | Added to | 725 | 20 | 0.0% | 0.0% | 463 | +526 | 264.32% | Q3 2026 | Oct 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 641 | 20 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | Reduced | 694 | 19 | 0.0% | 0.01% | 468 | -762 | -52.34% | Q3 2026 | Nov 05, 2026 |
| True Wealth Design, LLC | History | Added to | 694 | 19 | 0.0% | 0.0% | 467 | +411 | 145.23% | Q3 2026 | Oct 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 600 | 19 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Holdings, LLC | History | No change | 594 | 19 | 0.01% | 0.01% | 465 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Twin Tree Management, LP | History | No change | 600 | 19 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 682 | 19 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 653 | 18 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 558 | 17 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DANSKE BANK A/S | History | No change | 500 | 16 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 509 | 16 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jacobi Capital Management LLC | History | New | 532 | 15 | 0.0% | — | 474 | +532 | New | Q3 2026 | Nov 05, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 507 | 14 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| ASSETMARK, INC | History | Reduced | 462 | 13 | 0.0% | 0.0% | 477 | -174 | -27.36% | Q3 2026 | Oct 21, 2026 |
| Fortitude Family Office, LLC | History | Added to | 489 | 13 | 0.0% | 0.0% | 479 | +6 | 1.24% | Q3 2026 | Oct 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 415 | 13 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CVA Family Office, LLC | History | No change | 416 | 13 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GoalVest Advisory LLC | History | New | 353 | 10 | 0.0% | — | 482 | +353 | New | Q3 2026 | Oct 02, 2026 |
| James T. Borello RIA | History | Reduced | 369 | 10 | 0.0% | 0.0% | 481 | -5 | -1.34% | Q3 2026 | Oct 16, 2026 |
| WPG Advisers, LLC | History | No change | 377 | 10 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 336 | 9 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Bogart Wealth, LLC | History | No change | 293 | 9 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 318 | 9 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| WealthCollab, LLC | History | No change | 253 | 8 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 261 | 8 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 222 | 7 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 250 | 7 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Capital Analysts, LLC | History | No change | 229 | 7 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 245 | 7 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 200 | 6 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 217 | 6 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 243 | 6 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Sachetta, LLC | History | No change | 199 | 6 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 185 | 5 | 0.0% | 0.0% | 498 | +17 | 10.12% | Q3 2026 | Nov 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 160 | 5 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 161 | 5 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ascentis Wealth Management, LLC | History | New | 147 | 4 | 0.0% | — | 502 | +147 | New | Q3 2026 | Nov 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 163 | 4 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Rialto Wealth Management, LLC | History | No change | 133 | 4 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 98 | 3 | 0.0% | — | 503 | +88 | 880.0% | Q3 2026 | Oct 27, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 124 | 3 | 0.0% | 0.0% | 506 | +38 | 44.19% | Q3 2026 | Oct 27, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 129 | 3 | 0.0% | 0.0% | 507 | -22 | -14.57% | Q3 2026 | Nov 05, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 112 | 3 | 0.0% | 0.0% | 504 | -16 | -12.5% | Q3 2026 | Oct 28, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 137 | 3 | 0.0% | 0.0% | 505 | +3 | 2.24% | Q3 2026 | Oct 27, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 91 | 2 | 0.0% | — | 519 | +91 | New | Q3 2026 | Oct 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 98 | 2 | 0.0% | 0.0% | 508 | -45 | -31.47% | Q3 2026 | Oct 05, 2026 |
| Essential Partners LLC | History | Added to | 97 | 2 | 0.0% | 0.0% | 518 | +22 | 29.33% | Q3 2026 | Oct 14, 2026 |
| Avion Wealth | History | Added to | 98 | 2 | 0.0% | 0.0% | 510 | +17 | 20.99% | Q3 2026 | Nov 03, 2026 |
| Clearstead Trust, LLC | History | No change | 92 | 2 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| High Note Wealth, LLC | History | No change | 101 | 2 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Spire Wealth Management | History | No change | 81 | 2 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Cromwell Holdings LLC | History | No change | 98 | 2 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 85 | 2 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Copia Wealth Management | History | No change | 72 | 2 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kilter Group LLC | History | No change | 68 | 2 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 78 | 2 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 39 | 1 | 0.0% | — | 534 | +39 | New | Q3 2026 | Oct 23, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 56 | 1 | 0.0% | 0.0% | 526 | +10 | 21.74% | Q3 2026 | Nov 03, 2026 |
| Hughes Financial Services, LLC | History | Added to | 34 | 1 | 0.0% | — | 530 | +10 | 41.67% | Q3 2026 | Oct 30, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 44 | 1 | 0.0% | 0.0% | 529 | -3 | -6.38% | Q3 2026 | Oct 07, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 54 | 1 | 0.0% | 0.0% | 533 | +3 | 5.88% | Q3 2026 | Nov 05, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 56 | 1 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 37 | 1 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WHITTIER TRUST CO | History | No change | 57 | 1 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 63 | 1 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SHP Wealth Management | History | No change | 50 | 1 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 45 | 1 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| HFM Investment Advisors, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Investors Portfolio Services LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GENERAL AMERICAN INVESTORS CO INC | History | Closed out | 0 | 0 | — | 0.16% | — | -85,556 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -51,497 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SummerHaven Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -30,013 | -100.0% | Q3 2026 | Oct 19, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.28% | — | -20,714 | -100.0% | Q3 2026 | Oct 27, 2026 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.1% | — | -18,655 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,750 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Laurion Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -8,694 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,199 | -100.0% | Q3 2026 | Nov 04, 2026 |
| GREENLEAF TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -6,680 | -100.0% | Q3 2026 | Oct 29, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,625 | -100.0% | Q3 2026 | Oct 15, 2026 |
| DeDora Capital, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -6,528 | -100.0% | Q3 2026 | Oct 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,371 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Legacy Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,370 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,668 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -372 | -100.0% | Q3 2026 | Oct 23, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -344 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Torren Management, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -112 | -96.55% | Q3 2026 | Oct 29, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2026 | Oct 15, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Activest Wealth Management | History | Reduced | 10 | 0 | — | — | — | -14 | -58.33% | Q3 2026 | Oct 15, 2026 |
| Breakwater Investment Management | History | Added to | 32 | 0 | — | — | — | +12 | 60.0% | Q3 2026 | Oct 20, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 30, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Signature Equity Partners, LLC | History | Added to | 17 | 0 | — | — | — | +8 | 88.89% | Q3 2026 | Oct 29, 2026 |
| Planning Strategies Inc. | History | Added to | 21 | 0 | — | — | — | +1 | 5.0% | Q3 2026 | Oct 02, 2026 |
| SouthState Bank Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Pacific Center for Financial Services | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Evolution Advisers, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dunhill Financial, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CGC Financial Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| American Capital Advisory, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| LRI Investments, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IMG Wealth Management, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Millstone Evans Group, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Synergy Investment Management, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advocate Investing Services LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |