AMERICOLD REALTY TRUST - COLD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 24,091,636 | 378,720 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 22,317,857 | 350,836 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 17,974,552 | 282,559 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 16,939,780 | 266,293 | 0.73% | 0.73% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| APG Asset Management US Inc. | History | No change | 12,824,285 | 205,445 | 1.44% | 1.44% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 12,845,009 | 201,923 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 10,430,165 | 163,962 | 3.16% | 3.16% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 10,226,580 | 163,102 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 8,086,099 | 127,113 | 0.14% | 0.14% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 8,051,165 | 126,564 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 6,897,777 | 108,433 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAUPOST GROUP LLC/MA | History | No change | 6,830,230 | 107,371 | 1.98% | 1.98% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 6,900,616 | 96,470 | 0.05% | 0.01% | 13 | +5,700,123 | 474.82% | Q3 2026 | Nov 02, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 5,583,153 | 87,767 | 0.23% | 0.23% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 5,525,554 | 86,882 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 5,371,452 | 84,439 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | History | No change | 5,170,246 | 81,276 | 2.89% | 2.89% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 4,465,160 | 70,192 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Alpha Capital Management Ltd. | History | No change | 4,291,891 | 67,468 | 4.04% | 4.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 4,159,030 | 65,379 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 3,586,722 | 61,079 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORGES BANK | History | No change | 3,881,495 | 61,017 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 3,692,113 | 58,040 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 4,018,832 | 56,183 | 1.55% | 1.94% | 24 | -661,088 | -14.13% | Q3 2026 | Nov 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,545,164 | 55,729 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 3,901,197 | 54,538 | 0.27% | 0.31% | 26 | -139,925 | -3.46% | Q3 2026 | Oct 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,774,951 | 52,779 | 0.01% | 0.01% | 27 | +1,057,684 | 38.92% | Q3 2026 | Nov 04, 2026 |
| PGGM Investments | History | No change | 3,313,846 | 52,094 | 1.28% | 1.28% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REINHART PARTNERS, LLC. | History | Reduced | 3,540,398 | 49,494 | 1.2% | 1.31% | 29 | -122,829 | -3.35% | Q3 2026 | Oct 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,062,420 | 48,141 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,936,451 | 46,161 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 2,875,276 | 45,199 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | No change | 2,863,520 | 45,014 | 0.38% | 0.38% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Long Pond Capital, LP | History | No change | 2,685,314 | 42,213 | 4.06% | 4.06% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,989,409 | 41,791 | 0.01% | 0.01% | 35 | +112,379 | 3.91% | Q3 2026 | Nov 05, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 2,956,031 | 41,325 | 0.02% | 0.03% | 36 | -260,107 | -8.09% | Q3 2026 | Oct 29, 2026 |
| EARNEST PARTNERS LLC | History | No change | 2,426,959 | 38,151 | 0.14% | 0.14% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,421,861 | 38,072 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | No change | 2,416,480 | 37,987 | 0.53% | 0.53% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,031,230 | 31,930 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 2,232,955 | 31,216 | 0.06% | 0.03% | 41 | +1,269,487 | 131.76% | Q3 2026 | Oct 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,014,731 | 30,943 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,954,766 | 30,728 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,883,643 | 29,610 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,810,646 | 28,463 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | No change | 1,675,111 | 26,332 | 0.1% | 0.1% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,537,041 | 24,162 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,468,352 | 23,082 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 1,462,628 | 22,992 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Capital Management, LLC | History | No change | 1,263,253 | 19,858 | 0.21% | 0.21% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 1,155,584 | 18,165 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 982,450 | 16,014 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | No change | 958,362 | 15,065 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 919,700 | 14,457 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hudson Bay Capital Management LP | History | No change | 911,872 | 14,334 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | No change | 829,064 | 13,032 | 0.84% | 0.84% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 822,464 | 12,929 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 817,827 | 12,856 | 0.23% | 0.23% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | No change | 811,988 | 12,764 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 792,810 | 12,462 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 763,445 | 12,001 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Added to | 827,999 | 11,575 | 0.57% | 0.11% | 62 | +689,796 | 499.12% | Q3 2026 | Nov 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 806,573 | 11,275 | 0.04% | 0.02% | 63 | +572,575 | 244.69% | Q3 2026 | Oct 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 690,013 | 10,846 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 673,314 | 10,604 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 613,329 | 9,641 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gotham Asset Management, LLC | History | No change | 607,817 | 9,554 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 585,151 | 9,198 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 571,700 | 8,987 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 570,192 | 8,963 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 553,918 | 8,707 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 539,633 | 8,483 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rock Point Advisors, LLC | History | No change | 493,140 | 7,752 | 1.9% | 1.9% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 467,400 | 7,347 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hazelview Securities Inc. | History | No change | 439,864 | 7,143 | 0.99% | 0.99% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 440,899 | 7,041 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 444,333 | 6,984 | 0.08% | 0.08% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 408,288 | 6,418 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 398,557 | 6,265 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 417,866 | 5,841 | 0.01% | 0.02% | 80 | +9,410 | 2.3% | Q3 2026 | Oct 27, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 334,162 | 5,253 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 438,305 | 5,022 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 309,119 | 4,859 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gillson Capital LP | History | No change | 302,000 | 4,747 | 0.28% | 0.28% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 335,926 | 4,696 | 0.19% | 0.26% | 85 | -40,711 | -10.81% | Q3 2026 | Nov 04, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 294,528 | 4,629 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 293,139 | 4,608 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 285,316 | 4,486 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 275,599 | 4,332 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Reduced | 301,847 | 4,219 | 0.0% | 0.0% | 90 | -30,043 | -9.05% | Q3 2026 | Nov 04, 2026 |
| Investment Management Corp of Ontario | History | No change | 266,863 | 4,195 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 264,718 | 4,161 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 291,876 | 4,080 | 0.01% | 0.02% | 93 | -4,246 | -1.43% | Q3 2026 | Nov 05, 2026 |
| FLAX POND CAPITAL, LLC | History | No change | 355,413 | 4,073 | 3.21% | 3.21% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 257,565 | 4,048 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | No change | 251,634 | 3,955 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 248,999 | 3,915 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 244,447 | 3,842 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 1,806 | 3,825 | 1.41% | 1.46% | 99 | -246,920 | -99.27% | Q3 2026 | Nov 03, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 240,726 | 3,784 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bayberry Capital Partners LP | History | No change | 240,000 | 3,772 | 1.3% | 1.3% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 239,296 | 3,761 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 263,037 | 3,677 | 0.0% | 0.0% | 103 | +17,505 | 7.13% | Q3 2026 | Nov 04, 2026 |
| STRS OHIO | History | Reduced | 259,623 | 3,629 | 0.01% | 0.02% | 104 | -63,399 | -19.63% | Q3 2026 | Oct 30, 2026 |
| BARCLAYS PLC | History | No change | 230,355 | 3,621 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollo Management Holdings, L.P. | History | No change | 227,720 | 3,579 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 222,368 | 3,495 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 215,339 | 3,385 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 211,326 | 3,322 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 209,324 | 3,290 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 234,786 | 3,282 | 0.02% | 0.02% | 111 | +140 | 0.06% | Q3 2026 | Oct 27, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | No change | 208,735 | 3,281 | 0.67% | 0.67% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 205,412 | 3,229 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Holocene Advisors, LP | History | No change | 194,279 | 3,054 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swedbank AB | History | Reduced | 215,000 | 3,005 | 0.0% | 0.0% | 115 | -85,000 | -28.33% | Q3 2026 | Oct 27, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 212,188 | 2,966 | 0.01% | 0.02% | 116 | -60,306 | -22.13% | Q3 2026 | Nov 03, 2026 |
| Bayhunt Capital LLC | History | No change | 229,378 | 2,949 | 3.83% | 3.83% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 185,751 | 2,920 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 184,866 | 2,906 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 182,877 | 2,874 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 175,942 | 2,765 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 174,746 | 2,746 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 195,845 | 2,737 | 0.0% | 0.0% | 123 | -2,168 | -1.09% | Q3 2026 | Nov 02, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 170,871 | 2,686 | 0.55% | 0.55% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARSHALL WACE, LLP | History | No change | 167,523 | 2,633 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 167,350 | 2,630 | 0.14% | 0.14% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 162,204 | 2,549 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alberta Investment Management Corp | History | No change | 159,700 | 2,510 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 156,509 | 2,460 | 0.16% | 0.16% | 129 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 143,852 | 2,261 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 143,441 | 2,254 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 157,658 | 2,204 | 0.0% | 0.0% | 132 | -64,189 | -28.93% | Q3 2026 | Nov 02, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 156,460 | 2,186 | 0.02% | 0.02% | 133 | -3,179 | -1.99% | Q3 2026 | Oct 15, 2026 |
| Summit Trail Advisors, LLC | History | No change | 134,767 | 2,118 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 131,070 | 2,060 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pinnacle Holdings, LLC | History | No change | 130,869 | 2,057 | 0.63% | 0.63% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 125,719 | 2,021 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vert Asset Management LLC | History | Reduced | 144,282 | 2,017 | 0.6% | 0.62% | 138 | -846 | -0.58% | Q3 2026 | Oct 28, 2026 |
| DekaBank Deutsche Girozentrale | History | Reduced | 136,330 | 1,955 | 0.0% | 0.0% | 139 | -64,199 | -32.01% | Q3 2026 | Oct 27, 2026 |
| Treasurer of the State of North Carolina | History | No change | 121,648 | 1,912 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 119,251 | 1,877 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | No change | 117,162 | 1,841 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 132,449 | 1,829 | 0.0% | 0.0% | 143 | -645 | -0.48% | Q3 2026 | Oct 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 113,225 | 1,780 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Handelsbanken Fonder AB | History | No change | 111,100 | 1,746 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 110,804 | 1,741 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACQUARIE GROUP LTD | History | No change | 109,696 | 1,724 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 106,510 | 1,674 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Penserra Capital Management LLC | History | No change | 103,845 | 1,632 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | No change | 98,674 | 1,551 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 98,379 | 1,546 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 97,763 | 1,536 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 106,004 | 1,475 | 0.02% | 0.02% | 153 | +43,293 | 69.04% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 106,004 | 1,475 | 0.02% | 0.02% | 154 | +43,293 | 69.04% | Q3 2026 | Oct 20, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | No change | 88,834 | 1,396 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 88,325 | 1,388 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abundance Wealth Counselors | History | Added to | 99,086 | 1,385 | 0.2% | 0.2% | 157 | +6,933 | 7.52% | Q3 2026 | Oct 26, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 97,054 | 1,357 | 0.09% | 0.09% | 158 | +11,353 | 13.25% | Q3 2026 | Oct 22, 2026 |
| Pensionfund PDN | History | Reduced | 92,000 | 1,286 | 0.76% | 0.82% | 159 | -10,000 | -9.8% | Q3 2026 | Oct 05, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 81,396 | 1,279 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TBH Global Asset Management, LLC | History | No change | 90,400 | 1,263 | 0.22% | 0.26% | 161 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 87,138 | 1,218 | 0.01% | 0.01% | 162 | -1,249 | -1.41% | Q3 2026 | Oct 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 77,391 | 1,216 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Added to | 86,663 | 1,211 | 0.0% | 0.0% | 164 | +435 | 0.5% | Q3 2026 | Nov 05, 2026 |
| Cetera Investment Advisers | History | No change | 75,706 | 1,190 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 74,741 | 1,174 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Metis Global Partners, LLC | History | No change | 74,410 | 1,169 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | Added to | 80,346 | 1,123 | 0.01% | 0.01% | 168 | +1,739 | 2.21% | Q3 2026 | Nov 03, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 70,400 | 1,118 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abel Hall, LLC | History | Reduced | 78,964 | 1,103 | 0.2% | 0.21% | 170 | -19 | -0.02% | Q3 2026 | Oct 19, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 69,577 | 1,093 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 76,322 | 1,066 | 0.06% | 0.08% | 172 | -1,950 | -2.49% | Q3 2026 | Nov 05, 2026 |
| Corient Private Wealth LP | History | No change | 66,316 | 1,048 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 73,693 | 1,047 | 0.02% | 0.02% | 174 | -4,108 | -5.28% | Q3 2026 | Nov 04, 2026 |
| M&T BANK CORP | History | No change | 61,028 | 959 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 60,398 | 949 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 66,392 | 928 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 58,556 | 920 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEOS Investment Management LLC | History | Added to | 65,404 | 914 | 0.0% | 0.0% | 179 | +7,821 | 13.58% | Q3 2026 | Nov 04, 2026 |
| Neuberger Berman Group LLC | History | No change | 57,877 | 909 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Vestcor Inc | History | No change | 56,085 | 882 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nordwand Advisors, LLC | History | No change | 60,925 | 851 | 0.14% | 0.15% | 182 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 60,865 | 850 | 0.01% | 0.01% | 183 | -4,544 | -6.95% | Q3 2026 | Nov 05, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 53,730 | 844 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 52,000 | 817 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFM Investors Pty Ltd | History | Added to | 58,014 | 811 | 0.01% | 0.0% | 186 | +11,029 | 23.47% | Q3 2026 | Oct 13, 2026 |
| Values First Advisors, Inc. | History | Reduced | 57,838 | 808 | 0.38% | 0.42% | 187 | -140 | -0.24% | Q3 2026 | Oct 23, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 51,100 | 803 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 50,119 | 787 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Achmea Investment Management B.V. | History | New | 52,052 | 728 | 0.01% | — | 190 | +52,052 | New | Q3 2026 | Oct 30, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 45,264 | 711 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 45,217 | 710 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 50,618 | 707 | 0.0% | 0.0% | 193 | +7,666 | 17.85% | Q3 2026 | Nov 02, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 44,497 | 699 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 43,994 | 691 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 43,897 | 690 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Reduced | 49,200 | 687 | 0.21% | 0.17% | 197 | -1,220 | -2.42% | Q3 2026 | Oct 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 42,198 | 663 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | New | 46,957 | 656 | 0.03% | — | 199 | +46,957 | New | Q3 2026 | Oct 26, 2026 |
| Fieldview Capital Management, LLC | History | No change | 41,356 | 650 | 0.19% | 0.19% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 45,970 | 642 | 0.0% | 0.0% | 201 | +3,479 | 8.19% | Q3 2026 | Nov 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 39,787 | 625 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pensionfund Sabic | History | Reduced | 44,200 | 618 | 0.75% | 0.79% | 203 | -3,000 | -6.36% | Q3 2026 | Oct 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 43,219 | 604 | 0.0% | 0.0% | 204 | -321 | -0.74% | Q3 2026 | Nov 05, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | No change | 38,000 | 597 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 35,783 | 562 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Worth Venture Partners, LLC | History | No change | 35,500 | 558 | 1.26% | 1.26% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthspire Advisors, LLC | History | No change | 35,071 | 551 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investment Research Partners LLC | History | Added to | 37,967 | 530 | 0.18% | 0.15% | 209 | +9,083 | 31.45% | Q3 2026 | Oct 19, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 37,816 | 528 | 0.2% | 0.22% | 210 | -1,830 | -4.62% | Q3 2026 | Oct 15, 2026 |
| Merit Financial Group, LLC | History | No change | 32,681 | 513 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GROUP ONE TRADING LLC | History | No change | 32,404 | 509 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Altshuler Shaham Ltd | History | No change | 17,021 | 499 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 35,645 | 498 | 0.11% | 0.12% | 214 | -273 | -0.76% | Q3 2026 | Oct 08, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 31,400 | 493 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UniSuper Management Pty Ltd | History | No change | 34,400 | 480 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Weiss Asset Management LP | History | No change | 29,920 | 470 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 28,356 | 445 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 27,697 | 435 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 31,075 | 434 | 0.07% | 0.07% | 220 | +2,550 | 8.94% | Q3 2026 | Oct 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 27,504 | 432 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pallas Capital Advisors LLC | History | No change | 26,742 | 420 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Square, LLC | History | Reduced | 29,416 | 411 | 0.18% | 0.2% | 223 | -309 | -1.04% | Q3 2026 | Oct 19, 2026 |
| Bridgefront Capital, LLC | History | No change | 25,824 | 405 | 0.11% | 0.11% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keebeck Wealth Management | History | No change | 25,000 | 398 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empowered Funds, LLC | History | No change | 25,166 | 395 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | No change | 27,250 | 380 | 0.25% | 0.27% | 227 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Quadrature Capital Ltd | History | No change | 23,481 | 369 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Garner Asset Management Corp | History | Reduced | 25,089 | 366 | 0.12% | 0.19% | 229 | -12,040 | -32.43% | Q3 2026 | Oct 29, 2026 |
| Foresight Group Ltd Liability Partnership | History | No change | 22,920 | 363 | 0.07% | 0.07% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CONNABLE OFFICE INC | History | No change | 22,787 | 358 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 25,447 | 355 | 0.22% | 0.0% | 232 | +25,347 | 25347.0% | Q3 2026 | Nov 04, 2026 |
| BFSG, LLC | History | Reduced | 24,782 | 346 | 0.03% | 0.04% | 233 | -3,070 | -11.02% | Q3 2026 | Oct 30, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 21,993 | 345 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 21,854 | 343 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 21,801 | 342 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 21,679 | 340 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Frec Markets, Inc. | History | No change | 21,542 | 338 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avail Investment Partners, LLC | History | Added to | 23,878 | 333 | 0.24% | 0.24% | 239 | +4,309 | 22.02% | Q3 2026 | Oct 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 23,414 | 327 | 0.0% | 0.0% | 240 | +7,156 | 44.02% | Q3 2026 | Oct 26, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 20,817 | 327 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bull Harbor Capital LLC | History | No change | 20,670 | 324 | 0.06% | 0.06% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Guinness Asset Management LTD | History | New | 22,920 | 320 | 0.01% | — | 244 | +22,920 | New | Q3 2026 | Nov 05, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 20,401 | 320 | 0.07% | 0.07% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 22,785 | 318 | 0.01% | 0.01% | 245 | -1,956 | -7.91% | Q3 2026 | Nov 03, 2026 |
| NWAM LLC | History | No change | 20,242 | 318 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 20,214 | 317 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | No change | 19,871 | 312 | 0.15% | 0.15% | 248 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 19,683 | 309 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHOREO, LLC | History | Reduced | 21,450 | 300 | 0.0% | 0.0% | 250 | -1,451 | -6.34% | Q3 2026 | Oct 28, 2026 |
| Waterloo Capital, L.P. | History | No change | 19,065 | 299 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| B&I Capital AG | History | No change | 18,450 | 290 | 0.64% | 0.64% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 20,645 | 288 | 0.01% | 0.01% | 253 | +2,345 | 12.81% | Q3 2026 | Oct 20, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 20,734 | 286 | 0.0% | 0.0% | 254 | +398 | 1.96% | Q3 2026 | Nov 04, 2026 |
| Vise Technologies, Inc. | History | New | 20,391 | 285 | 0.0% | — | 256 | +20,391 | New | Q3 2026 | Oct 28, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 20,409 | 285 | 0.0% | 0.0% | 255 | +456 | 2.29% | Q3 2026 | Nov 03, 2026 |
| Curi Capital, LLC | History | No change | 17,702 | 282 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Reduced | 20,168 | 281 | 0.0% | 0.0% | 258 | -437 | -2.12% | Q3 2026 | Nov 03, 2026 |
| Allie Family Office LLC | History | No change | 17,376 | 277 | 0.1% | 0.1% | 259 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Sky Investment Group LLC | History | New | 19,356 | 270 | 0.03% | — | 260 | +19,356 | New | Q3 2026 | Oct 30, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | No change | 17,089 | 268 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 19,110 | 267 | 0.01% | 0.01% | 262 | -128 | -0.67% | Q3 2026 | Oct 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 19,059 | 266 | 0.0% | 0.0% | 263 | +1,171 | 6.55% | Q3 2026 | Nov 02, 2026 |
| Cruiser Capital Advisors, LLC | History | No change | 16,922 | 266 | 0.16% | 0.16% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Reduced | 18,636 | 260 | 0.12% | 0.37% | 265 | -36,962 | -66.48% | Q3 2026 | Oct 27, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 16,299 | 256 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 17,682 | 255 | 0.0% | 0.01% | 267 | -3,692 | -17.27% | Q3 2026 | Oct 26, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 15,995 | 251 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | Added to | 17,711 | 249 | 0.0% | 0.0% | 269 | +6,667 | 60.37% | Q3 2026 | Nov 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 15,759 | 247 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 17,460 | 244 | 0.11% | 0.13% | 271 | +135 | 0.78% | Q3 2026 | Oct 15, 2026 |
| Dockside LLC | History | No change | 15,376 | 241 | 0.06% | 0.06% | 272 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 15,202 | 238 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Utah Retirement Systems | History | No change | 15,060 | 236 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 14,886 | 234 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 16,532 | 231 | 0.0% | 0.0% | 276 | -493 | -2.9% | Q3 2026 | Oct 14, 2026 |
| Sagewood Asset Management LP | History | No change | 14,712 | 231 | 0.05% | 0.05% | 277 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COWA, LLC | History | Added to | 16,500 | 230 | 0.06% | 0.06% | 278 | +500 | 3.13% | Q3 2026 | Oct 30, 2026 |
| ALPS ADVISORS INC | History | Reduced | 16,442 | 229 | 0.0% | 0.0% | 279 | -1,010 | -5.79% | Q3 2026 | Nov 02, 2026 |
| Edgestream Partners, L.P. | History | No change | 14,180 | 222 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 14,712 | 206 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Rehmann Capital Advisory Group | History | No change | 12,768 | 200 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| MetLife Investment Management, LLC | History | No change | 12,701 | 199 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 14,058 | 196 | 0.14% | — | 287 | +14,058 | New | Q3 2026 | Oct 23, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 12,500 | 196 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 12,499 | 196 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DoubleLine ETF Adviser LP | History | No change | 12,491 | 196 | 0.08% | 0.08% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Norinchukin Bank, The | History | No change | 12,335 | 193 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INVESTED ADVISORS | History | New | 13,734 | 192 | 0.16% | — | 289 | +13,734 | New | Q3 2026 | Oct 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 13,621 | 190 | 0.0% | 0.0% | 290 | +331 | 2.49% | Q3 2026 | Nov 04, 2026 |
| Maryland State Retirement & Pension System | History | No change | 13,280 | 185 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| HB Wealth Management, LLC | History | Reduced | 17,676 | 183 | 0.0% | 0.0% | 292 | -5,535 | -23.85% | Q3 2026 | Oct 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 13,007 | 182 | 0.0% | 0.0% | 293 | -120,700 | -90.27% | Q3 2026 | Nov 05, 2026 |
| TRUIST FINANCIAL CORP | History | New | 13,024 | 182 | 0.0% | — | 295 | +13,024 | New | Q3 2026 | Oct 30, 2026 |
| MAI Capital Management | History | No change | 11,487 | 182 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 11,560 | 181 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| AMALGAMATED BANK | History | Reduced | 12,835 | 179 | 0.0% | 0.0% | 297 | -73 | -0.57% | Q3 2026 | Oct 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 11,229 | 179 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TCW GROUP INC | History | No change | 11,354 | 178 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| West Family Investments, Inc. | History | No change | 11,182 | 175 | 0.05% | 0.05% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SummitTX Capital, L.P. | History | No change | 11,132 | 174 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | No change | 10,942 | 172 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bayforest Capital Ltd | History | Reduced | 12,022 | 168 | 0.25% | 0.18% | 303 | -159 | -1.31% | Q3 2026 | Nov 03, 2026 |
| Entropy Technologies, LP | History | No change | 10,476 | 164 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantum Portfolio Management LLC | History | No change | 10,425 | 163 | 0.06% | 0.06% | 305 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 10,200 | 160 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 10,084 | 158 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mendel Capital Management LLC | History | No change | 10,063 | 158 | 0.07% | 0.07% | 308 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Harbor Advisors LLC | History | No change | 10,000 | 157 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Belpointe Asset Management LLC | History | No change | 10,019 | 157 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Krilogy Financial LLC | History | Reduced | 11,233 | 156 | 0.0% | 0.01% | 311 | -205 | -1.79% | Q3 2026 | Oct 13, 2026 |
| KBC Group NV | History | No change | 10,808 | 151 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Patten Group, Inc. | History | Reduced | 10,690 | 149 | 0.02% | 0.05% | 313 | -9,878 | -48.03% | Q3 2026 | Oct 26, 2026 |
| SIGNATUREFD, LLC | History | Added to | 10,524 | 147 | 0.0% | 0.0% | 314 | +484 | 4.82% | Q3 2026 | Oct 23, 2026 |
| Ethic Inc. | History | New | 10,496 | 146 | 0.0% | — | 315 | +10,496 | New | Q3 2026 | Nov 03, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 10,300 | 143 | 0.0% | 0.0% | 316 | -377 | -3.53% | Q3 2026 | Oct 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 10,123 | 141 | 0.01% | — | 317 | +10,123 | New | Q3 2026 | Oct 21, 2026 |
| Cetera Trust Company, N.A | History | No change | 8,275 | 130 | 0.07% | 0.07% | 318 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 8,785 | 127 | 0.01% | 0.0% | 319 | +8,451 | 2530.24% | Q3 2026 | Nov 04, 2026 |
| Ninety One UK Ltd | History | No change | 8,735 | 122 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7,726 | 121 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 8,240 | 115 | 0.0% | 0.03% | 322 | -98,273 | -92.26% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | No change | 7,311 | 114 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Franchise GP Ltd | History | Reduced | 8,130 | 113 | 0.05% | 0.06% | 324 | -600 | -6.87% | Q3 2026 | Oct 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 7,944 | 111 | 0.0% | 0.0% | 326 | -1,390 | -14.89% | Q3 2026 | Oct 15, 2026 |
| Security National Bank | History | No change | 7,994 | 111 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| IFP Advisors, Inc | History | Added to | 7,788 | 108 | 0.0% | 0.0% | 327 | +4,243 | 119.69% | Q3 2026 | Oct 16, 2026 |
| WESTPAC BANKING CORP | History | No change | 6,715 | 105 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,678 | 104 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,083 | 99 | 0.0% | 0.0% | 330 | +141 | 2.03% | Q3 2026 | Nov 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 6,532 | 92 | 0.0% | 0.0% | 331 | -16,879 | -72.1% | Q3 2026 | Oct 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6,492 | 90 | 0.0% | 0.0% | 332 | +69 | 1.07% | Q3 2026 | Nov 04, 2026 |
| GAMMA Investing LLC | History | Added to | 5,688 | 79 | 0.0% | 0.0% | 333 | +1,854 | 48.36% | Q3 2026 | Oct 08, 2026 |
| Quantbot Technologies LP | History | No change | 4,796 | 75 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nykredit A/S | History | No change | 4,765 | 74 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| North Star Investment Management Corp. | History | No change | 4,940 | 69 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| KFG LLC | History | New | 4,753 | 66 | 0.04% | — | 337 | +4,753 | New | Q3 2026 | Nov 02, 2026 |
| Essential Partners LLC | History | Reduced | 4,011 | 56 | 0.03% | 0.03% | 338 | -712 | -15.08% | Q3 2026 | Oct 14, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 3,815 | 53 | 0.0% | 0.0% | 339 | -25 | -0.65% | Q3 2026 | Oct 26, 2026 |
| Covestor Ltd | History | Reduced | 3,274 | 46 | 0.03% | 0.04% | 340 | -1,312 | -28.61% | Q3 2026 | Oct 30, 2026 |
| Advisors Asset Management, Inc. | History | No change | 2,858 | 44 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 2,718 | 42 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,815 | 39 | 0.0% | 0.0% | 343 | -399 | -12.41% | Q3 2026 | Oct 08, 2026 |
| FIL Ltd | History | No change | 2,380 | 37 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,460 | 34 | 0.0% | 0.0% | 345 | +710 | 40.57% | Q3 2026 | Oct 27, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 2,085 | 32 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 2,226 | 31 | 0.0% | 0.0% | 347 | +1,327 | 147.61% | Q3 2026 | Oct 21, 2026 |
| IFG Advisory, LLC | History | No change | 2,000 | 31 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | Added to | 2,135 | 29 | 0.0% | 0.0% | 349 | +1,279 | 149.42% | Q3 2026 | Nov 05, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,680 | 23 | 0.0% | 0.0% | 350 | +1,400 | 500.0% | Q3 2026 | Oct 16, 2026 |
| Jacobi Capital Management LLC | History | New | 1,447 | 20 | 0.0% | — | 352 | +1,447 | New | Q3 2026 | Nov 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,314 | 20 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global X Japan Co., Ltd. | History | Reduced | 1,371 | 19 | 0.0% | 0.0% | 356 | -1,033 | -42.97% | Q3 2026 | Oct 21, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,412 | 19 | 0.0% | 0.01% | 355 | -78 | -5.23% | Q3 2026 | Oct 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,216 | 19 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,226 | 19 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 1,300 | 18 | 0.01% | 0.01% | 358 | +800 | 160.0% | Q3 2026 | Oct 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,332 | 18 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| WHITTIER TRUST CO | History | No change | 1,105 | 17 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Park Place Capital Corp | History | No change | 1,064 | 16 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 956 | 15 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elyxium Wealth, LLC | History | New | 1,056 | 14 | 0.0% | — | 363 | +1,056 | New | Q3 2026 | Oct 27, 2026 |
| Quent Capital, LLC | History | No change | 920 | 14 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Versant Capital Management, Inc | History | No change | 978 | 13 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Larson Financial Group LLC | History | Added to | 867 | 12 | 0.0% | 0.0% | 366 | +276 | 46.7% | Q3 2026 | Nov 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 808 | 12 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alpine Bank Wealth Management | History | No change | 825 | 11 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Wiser Advisor Group LLC | History | No change | 708 | 11 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 757 | 10 | 0.0% | — | 370 | +757 | New | Q3 2026 | Oct 30, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 731 | 10 | 0.0% | 0.0% | 369 | +220 | 43.05% | Q3 2026 | Oct 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 625 | 8 | 0.0% | 0.0% | 371 | -166 | -20.99% | Q3 2026 | Oct 05, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 620 | 8 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 522 | 7 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 449 | 6 | 0.0% | 0.0% | 374 | -726 | -61.79% | Q3 2026 | Oct 28, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 500 | 6 | 0.0% | — | 377 | +500 | New | Q3 2026 | Oct 26, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 457 | 6 | 0.0% | 0.0% | 375 | -48 | -9.5% | Q3 2026 | Oct 26, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 400 | 6 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 417 | 5 | 0.0% | 0.0% | 379 | +9 | 2.21% | Q3 2026 | Oct 27, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 347 | 5 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 333 | 5 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 328 | 5 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 349 | 4 | 0.0% | 0.0% | 384 | -956 | -73.26% | Q3 2026 | Oct 29, 2026 |
| Activest Wealth Management | History | Added to | 299 | 4 | 0.0% | 0.0% | 383 | +1 | 0.34% | Q3 2026 | Oct 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 300 | 4 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 241 | 3 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 211 | 3 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 223 | 3 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS | History | No change | 244 | 3 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 203 | 2 | 0.0% | 0.0% | 396 | +112 | 123.08% | Q3 2026 | Nov 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 172 | 2 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 150 | 2 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bell Investment Advisors, Inc | History | No change | 149 | 2 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Fortitude Family Office, LLC | History | No change | 161 | 2 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Quarry LP | History | No change | 186 | 2 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sachetta, LLC | History | No change | 187 | 2 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Wealth Management Group, LLC | History | No change | 164 | 2 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Root Financial Partners, LLC | History | New | 135 | 1 | 0.0% | — | 402 | +135 | New | Q3 2026 | Oct 21, 2026 |
| Clayton Financial Group LLC | History | New | 100 | 1 | 0.0% | — | 404 | +100 | New | Q3 2026 | Oct 13, 2026 |
| Bare Financial Services, Inc | History | New | 85 | 1 | 0.0% | — | 403 | +85 | New | Q3 2026 | Nov 04, 2026 |
| Cromwell Holdings LLC | History | Added to | 108 | 1 | 0.0% | — | 399 | +58 | 116.0% | Q3 2026 | Oct 28, 2026 |
| Clearstead Trust, LLC | History | No change | 67 | 1 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Investors Research Corp | History | No change | 125 | 1 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 127 | 1 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rialto Wealth Management, LLC | History | No change | 102 | 1 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Seven Post Investment Office LP | History | Closed out | 0 | 0 | — | 2.53% | — | -566,170 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -178,865 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Indivisible Partners | History | Closed out | 0 | 0 | — | 0.08% | — | -90,855 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 0.54% | — | -74,212 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Vanderbilt University | History | Closed out | 0 | 0 | — | 0.07% | — | -33,021 | -100.0% | Q3 2026 | Nov 02, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -865 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -719 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -373 | -100.0% | Q3 2026 | Oct 26, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2026 | Nov 05, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2026 | Oct 16, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Ascentis Wealth Management, LLC | History | New | 67 | 0 | — | — | — | +67 | New | Q3 2026 | Nov 03, 2026 |
| TRUST CO OF VERMONT | History | New | 30 | 0 | — | — | — | +30 | New | Q3 2026 | Oct 21, 2026 |
| WEST PACES ADVISORS INC. | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Dynamic Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SouthState Bank Corp | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MOTCO | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Silicon Valley Capital Partners | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Key FInancial Inc | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SHP Wealth Management | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dunhill Financial, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Hughes Financial Services, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |