COLUMBIA SPORTSWEAR CO - COLM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,665,304 | 153,018 | 0.03% | 0.03% | 1 | +243,946 | 10.07% | Q3 2026 | Nov 04, 2026 |
| BlackRock, Inc. | History | No change | 2,461,397 | 152,163 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,880,377 | 114,364 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,300,413 | 80,215 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,034,019 | 63,923 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 993,324 | 61,407 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 972,118 | 60,096 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 971,134 | 60,035 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 751,458 | 46,455 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 768,830 | 44,138 | 0.76% | 0.83% | 10 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 684,726 | 42,329 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 619,124 | 38,274 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 605,148 | 37,410 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 488,045 | 30,178 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 461,158 | 28,508 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 459,183 | 28,386 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 408,321 | 25,242 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Trust Walden Corp | History | Reduced | 378,486 | 21,728 | 0.18% | 0.19% | 18 | -20,791 | -5.21% | Q3 2026 | Oct 30, 2026 |
| Allianz Asset Management GmbH | History | No change | 343,625 | 21,242 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Gotham Asset Management, LLC | History | No change | 302,261 | 18,685 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 275,811 | 17,050 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 272,593 | 16,851 | 0.2% | 0.2% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 266,088 | 16,449 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 254,713 | 15,746 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 250,091 | 15,460 | 0.69% | 0.69% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 247,207 | 15,282 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 241,658 | 14,939 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 256,374 | 14,718 | 0.0% | 0.0% | 28 | -13,618 | -5.04% | Q3 2026 | Nov 05, 2026 |
| Squarepoint Ops LLC | History | No change | 167,161 | 10,333 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 167,044 | 10,326 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 163,402 | 10,101 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 155,801 | 9,631 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 149,150 | 9,220 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambria Investment Management, L.P. | History | No change | 148,046 | 9,152 | 0.45% | 0.45% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 152,968 | 8,781 | 0.0% | 0.01% | 35 | +6,497 | 4.44% | Q3 2026 | Nov 02, 2026 |
| NORGES BANK | History | No change | 139,136 | 8,601 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 136,785 | 8,456 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 124,524 | 7,698 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DANSKE BANK A/S | History | No change | 119,949 | 7,415 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 116,830 | 7,222 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 119,609 | 6,866 | 0.0% | 0.0% | 41 | +32,012 | 36.54% | Q3 2026 | Nov 04, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 101,481 | 6,273 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 101,233 | 6,258 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 95,416 | 5,898 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 94,456 | 5,833 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Impax Asset Management Group plc | History | No change | 90,515 | 5,595 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 87,764 | 5,426 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 81,070 | 5,011 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 78,772 | 4,869 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 71,504 | 4,420 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 69,658 | 4,306 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 69,493 | 4,296 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 67,993 | 4,203 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 67,055 | 4,145 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 64,798 | 4,005 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cinctive Capital Management LP | History | No change | 60,422 | 3,735 | 0.14% | 0.14% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 50,774 | 3,138 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | No change | 48,779 | 3,015 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 47,852 | 2,958 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTIN & CO INC /TN/ | History | No change | 46,320 | 2,863 | 0.45% | 0.45% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 49,403 | 2,836 | 0.0% | 0.0% | 61 | -5,158 | -9.45% | Q3 2026 | Nov 02, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 45,640 | 2,821 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 45,016 | 2,782 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 44,600 | 2,757 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 42,479 | 2,626 | 0.17% | 0.17% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 41,919 | 2,591 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 39,904 | 2,466 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 38,341 | 2,370 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 37,715 | 2,332 | 0.15% | 0.15% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 34,432 | 2,128 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 33,799 | 2,089 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 33,686 | 2,082 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Oak Thistle LLC | History | New | 36,097 | 2,072 | 0.19% | — | 73 | +36,097 | New | Q3 2026 | Oct 21, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 33,202 | 2,052 | 0.11% | 0.11% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 32,865 | 2,031 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 31,206 | 1,929 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 30,681 | 1,896 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 30,145 | 1,863 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 29,766 | 1,840 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 27,789 | 1,718 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WASHINGTON TRUST BANK | History | No change | 28,839 | 1,655 | 0.11% | 0.12% | 81 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BARCLAYS PLC | History | No change | 25,667 | 1,586 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 25,415 | 1,571 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 24,751 | 1,530 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 24,441 | 1,510 | 0.1% | 0.1% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 23,804 | 1,471 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 23,476 | 1,451 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 26,392 | 1,446 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 22,064 | 1,364 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 21,125 | 1,305 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 20,847 | 1,279 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | Reduced | 22,177 | 1,273 | 0.0% | 0.0% | 92 | -2,683 | -10.79% | Q3 2026 | Nov 04, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 20,576 | 1,272 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| South Dakota Investment Council | History | No change | 20,089 | 1,242 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Trail Advisors, LLC | History | No change | 19,764 | 1,221 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 21,000 | 1,205 | 0.26% | — | 96 | +21,000 | New | Q3 2026 | Nov 02, 2026 |
| SG Americas Securities, LLC | History | No change | 19,055 | 1,178 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Redwood Investment Management, LLC | History | No change | 19,015 | 1,176 | 0.12% | 0.12% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 20,416 | 1,172 | 0.02% | — | 99 | +20,416 | New | Q3 2026 | Oct 21, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 20,216 | 1,161 | 0.0% | 0.0% | 100 | +14,555 | 257.11% | Q3 2026 | Oct 22, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 16,077 | 994 | 0.22% | 0.22% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 15,974 | 987 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Tidal Investments LLC | History | No change | 15,820 | 977 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 15,550 | 961 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 15,256 | 943 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Bridgewater Associates, LP | History | No change | 15,157 | 937 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 15,100 | 932 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 14,987 | 926 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 14,521 | 897 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | No change | 13,945 | 862 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 13,900 | 859 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, LLC | History | No change | 13,520 | 835 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 13,448 | 831 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CenterBook Partners LP | History | New | 14,319 | 822 | 0.04% | — | 114 | +14,319 | New | Q3 2026 | Nov 02, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 14,179 | 814 | 0.02% | 0.03% | 115 | -6,537 | -31.56% | Q3 2026 | Oct 16, 2026 |
| ROYAL BANK OF CANADA | History | No change | 12,590 | 777 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 12,343 | 763 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 11,767 | 727 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 12,637 | 717 | 0.0% | 0.0% | 119 | -2,201 | -14.83% | Q3 2026 | Oct 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 11,529 | 712 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 11,532 | 712 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,224 | 693 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CWC Advisors, LLC. | History | Added to | 12,045 | 691 | 0.32% | 0.32% | 123 | +421 | 3.62% | Q3 2026 | Oct 15, 2026 |
| Jefferies Financial Group Inc. | History | No change | 10,808 | 668 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 10,485 | 648 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 10,422 | 644 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jain Global LLC | History | No change | 10,411 | 643 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | No change | 10,301 | 636 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 10,037 | 620 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Wyoming | History | Added to | 10,708 | 614 | 0.05% | 0.01% | 130 | +8,365 | 357.02% | Q3 2026 | Oct 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 9,884 | 611 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Murphy Pohlad Asset Management LLC | History | Reduced | 10,460 | 600 | 0.21% | 0.24% | 132 | -700 | -6.27% | Q3 2026 | Oct 22, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 9,528 | 589 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 9,422 | 582 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,400 | 581 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMALGAMATED BANK | History | Reduced | 9,860 | 566 | 0.0% | 0.0% | 136 | -931 | -8.63% | Q3 2026 | Oct 23, 2026 |
| Treasurer of the State of North Carolina | History | No change | 9,147 | 565 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SummitTX Capital, L.P. | History | No change | 8,990 | 555 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 8,874 | 548 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 111 Capital | History | Added to | 9,465 | 543 | 0.08% | 0.04% | 140 | +5,681 | 150.13% | Q3 2026 | Nov 03, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 8,600 | 531 | 0.11% | 0.11% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 8,528 | 527 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Handelsbanken Fonder AB | History | No change | 8,458 | 523 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Focus Partners Wealth | History | No change | 8,323 | 514 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 8,300 | 513 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 8,076 | 499 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 7,674 | 474 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | No change | 7,604 | 470 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,570 | 467 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Trust Co | History | No change | 7,455 | 460 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Blueshift Asset Management, LLC | History | No change | 7,449 | 460 | 0.11% | 0.11% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Trust Co | History | New | 8,000 | 459 | 0.03% | — | 152 | +8,000 | New | Q3 2026 | Oct 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 7,836 | 449 | 0.0% | 0.01% | 153 | -1,062 | -11.94% | Q3 2026 | Oct 23, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 7,200 | 445 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Achmea Investment Management B.V. | History | New | 7,500 | 430 | 0.0% | — | 155 | +7,500 | New | Q3 2026 | Oct 30, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 6,769 | 418 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,454 | 398 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 6,694 | 381 | 0.01% | 0.01% | 158 | +67 | 1.01% | Q3 2026 | Oct 20, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 6,124 | 378 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 6,130 | 378 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frec Markets, Inc. | History | No change | 6,093 | 376 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1492 Capital Management LLC | History | No change | 5,995 | 370 | 0.11% | 0.11% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 6,400 | 367 | 0.01% | 0.01% | 163 | -600 | -8.57% | Q3 2026 | Oct 20, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 5,880 | 363 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 5,829 | 360 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Richmond Brothers, Inc. | History | No change | 5,729 | 354 | 0.18% | 0.18% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 5,736 | 354 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 5,708 | 352 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Reduced | 6,120 | 351 | 0.0% | 0.0% | 169 | -19 | -0.31% | Q3 2026 | Nov 03, 2026 |
| Quantbot Technologies LP | History | No change | 5,656 | 349 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aquatic Capital Management LLC | History | No change | 5,468 | 338 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 5,407 | 334 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 5,645 | 324 | 0.0% | 0.0% | 173 | -1,061 | -15.82% | Q3 2026 | Oct 22, 2026 |
| Flagship Capital Management Inc. | History | Reduced | 5,480 | 314 | 0.19% | 0.25% | 174 | -1,032 | -15.85% | Q3 2026 | Oct 20, 2026 |
| SYON CAPITAL LLC | History | No change | 4,912 | 303 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 4,799 | 296 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 5,132 | 294 | 0.0% | 0.0% | 177 | -622 | -10.81% | Q3 2026 | Nov 03, 2026 |
| Pallas Capital Advisors LLC | History | No change | 4,736 | 292 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 5,074 | 291 | 0.0% | 0.0% | 179 | -500 | -8.97% | Q3 2026 | Oct 27, 2026 |
| RFG Advisory, LLC | History | New | 5,045 | 289 | 0.0% | — | 181 | +5,045 | New | Q3 2026 | Nov 03, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 4,689 | 289 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Destiny Wealth Partners, LLC | History | New | 4,006 | 284 | 0.03% | — | 182 | +4,006 | New | Q3 2026 | Nov 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 4,754 | 273 | 0.0% | 0.0% | 183 | -626 | -11.64% | Q3 2026 | Nov 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,424 | 273 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 4,385 | 271 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,343 | 268 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Holocene Advisors, LP | History | No change | 4,225 | 261 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 4,534 | 260 | 0.0% | 0.0% | 188 | -1,010 | -18.22% | Q3 2026 | Oct 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 4,416 | 253 | 0.0% | 0.0% | 189 | -600 | -11.96% | Q3 2026 | Oct 29, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 4,324 | 248 | 0.0% | 0.0% | 190 | +614 | 16.55% | Q3 2026 | Nov 03, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 4,033 | 247 | 0.0% | 0.01% | 191 | -207 | -4.88% | Q3 2026 | Oct 26, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,997 | 247 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| DRW Securities, LLC | History | No change | 3,871 | 239 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 3,861 | 238 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 3,750 | 231 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 3,954 | 227 | 0.0% | 0.01% | 196 | -1,731 | -30.45% | Q3 2026 | Nov 03, 2026 |
| Claret Asset Management Corp | History | No change | 3,660 | 226 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 3,594 | 222 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 3,527 | 218 | 0.05% | 0.05% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kera Capital Partners, Inc. | History | No change | 3,505 | 216 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 3,442 | 212 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | No change | 3,399 | 210 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,360 | 207 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 3,338 | 206 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,330 | 205 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,253 | 201 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestcor Inc | History | No change | 2,901 | 179 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,826 | 174 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pacer Advisors, Inc. | History | No change | 2,764 | 171 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 2,700 | 166 | 0.06% | 0.06% | 210 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,631 | 162 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HURRICANE CAPITAL ADVISORS LLC | History | No change | 2,586 | 159 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Nov 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,416 | 149 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,526 | 145 | 0.0% | 0.01% | 214 | -130 | -4.89% | Q3 2026 | Oct 08, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,243 | 138 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graticule Asia Macro Advisors LLC | History | No change | 2,151 | 132 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STRS OHIO | History | Added to | 2,207 | 126 | 0.0% | 0.0% | 217 | +904 | 69.38% | Q3 2026 | Oct 30, 2026 |
| Nykredit A/S | History | No change | 1,980 | 122 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,034 | 116 | 0.0% | 0.0% | 219 | +932 | 84.57% | Q3 2026 | Oct 20, 2026 |
| Mosley Wealth Management | History | Added to | 1,853 | 112 | 0.03% | 0.03% | 220 | +556 | 42.87% | Q3 2026 | Oct 16, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 1,727 | 109 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,729 | 106 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 1,645 | 101 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,716 | 98 | 0.0% | 0.0% | 224 | +666 | 63.43% | Q3 2026 | Oct 23, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 1,410 | 87 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | Reduced | 1,315 | 76 | 0.05% | 0.05% | 226 | -112 | -7.85% | Q3 2026 | Oct 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,184 | 73 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,113 | 68 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 971 | 60 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 900 | 55 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 944 | 54 | 0.0% | 0.0% | 231 | -464 | -32.95% | Q3 2026 | Oct 29, 2026 |
| Parallel Advisors, LLC | History | Reduced | 925 | 53 | 0.0% | 0.0% | 232 | -402 | -30.29% | Q3 2026 | Nov 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 846 | 52 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bayforest Capital Ltd | History | Added to | 857 | 49 | 0.07% | 0.04% | 234 | +138 | 19.19% | Q3 2026 | Nov 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 784 | 45 | 0.0% | 0.0% | 235 | -240 | -23.44% | Q3 2026 | Nov 04, 2026 |
| Essential Partners LLC | History | Reduced | 773 | 44 | 0.02% | 0.03% | 236 | -364 | -32.01% | Q3 2026 | Oct 14, 2026 |
| First Pacific Financial | History | Added to | 754 | 43 | 0.0% | 0.01% | 237 | +4 | 0.53% | Q3 2026 | Oct 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 659 | 37 | 0.0% | 0.0% | 238 | -257 | -28.06% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 617 | 35 | 0.0% | 0.0% | 240 | -129 | -17.29% | Q3 2026 | Oct 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 555 | 35 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 589 | 34 | 0.0% | — | 241 | +589 | New | Q3 2026 | Oct 27, 2026 |
| Versant Capital Management, Inc | History | Reduced | 581 | 33 | 0.0% | 0.0% | 242 | -259 | -30.83% | Q3 2026 | Oct 01, 2026 |
| Blue Trust, Inc. | History | Added to | 562 | 32 | 0.0% | 0.0% | 243 | +403 | 253.46% | Q3 2026 | Oct 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 514 | 31 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 528 | 30 | 0.0% | 0.0% | 245 | -77 | -12.73% | Q3 2026 | Oct 28, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 534 | 30 | 0.0% | 0.0% | 246 | -55 | -9.34% | Q3 2026 | Oct 26, 2026 |
| UMB Bank, n.a. | History | No change | 415 | 25 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 413 | 25 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quent Capital, LLC | History | No change | 403 | 24 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 407 | 23 | 0.0% | 0.0% | 250 | -175 | -30.07% | Q3 2026 | Oct 16, 2026 |
| Fulcrum Asset Management LLP | History | New | 363 | 21 | 0.0% | — | 251 | +363 | New | Q3 2026 | Nov 04, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 300 | 18 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 312 | 17 | 0.0% | — | 253 | +312 | New | Q3 2026 | Nov 05, 2026 |
| BIRCHBROOK, INC. | History | No change | 294 | 16 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Root Financial Partners, LLC | History | New | 278 | 15 | 0.0% | — | 256 | +278 | New | Q3 2026 | Oct 21, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 272 | 15 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| ASSETMARK, INC | History | Reduced | 245 | 14 | 0.0% | 0.0% | 257 | -193 | -44.06% | Q3 2026 | Oct 21, 2026 |
| Fortitude Family Office, LLC | History | Added to | 247 | 14 | 0.0% | 0.0% | 258 | +141 | 133.02% | Q3 2026 | Oct 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 221 | 13 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 223 | 13 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 212 | 13 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 204 | 11 | 0.0% | 0.0% | 263 | +59 | 40.69% | Q3 2026 | Oct 19, 2026 |
| True Wealth Design, LLC | History | Reduced | 204 | 11 | 0.0% | 0.0% | 262 | -50 | -19.69% | Q3 2026 | Oct 13, 2026 |
| FIRST HORIZON CORP | History | No change | 190 | 10 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Quantum Portfolio Management LLC | History | No change | 164 | 10 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 159 | 9 | 0.0% | 0.04% | 266 | -2,019 | -92.7% | Q3 2026 | Nov 04, 2026 |
| IFG Advisory, LLC | History | No change | 118 | 7 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elyxium Wealth, LLC | History | New | 113 | 6 | 0.0% | — | 269 | +113 | New | Q3 2026 | Oct 27, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 102 | 6 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 95 | 5 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 84 | 4 | 0.0% | — | 274 | +84 | New | Q3 2026 | Oct 30, 2026 |
| Larson Financial Group LLC | History | Reduced | 85 | 4 | 0.0% | 0.0% | 271 | -4 | -4.49% | Q3 2026 | Nov 05, 2026 |
| Activest Wealth Management | History | Added to | 75 | 4 | 0.0% | 0.0% | 272 | +3 | 4.17% | Q3 2026 | Oct 15, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 70 | 4 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascentis Independent Advisors | History | New | 55 | 3 | 0.0% | — | 281 | +55 | New | Q3 2026 | Nov 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 53 | 3 | 0.0% | 0.0% | 277 | -15 | -22.06% | Q3 2026 | Nov 03, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 61 | 3 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 55 | 3 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Sachetta, LLC | History | No change | 61 | 3 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LRI Investments, LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 44 | 2 | 0.0% | — | 294 | +44 | New | Q3 2026 | Oct 27, 2026 |
| Rossby Financial, LCC | History | New | 35 | 2 | 0.0% | — | 295 | +35 | New | Q3 2026 | Nov 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 52 | 2 | 0.0% | 0.0% | 284 | +27 | 108.0% | Q3 2026 | Oct 27, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 46 | 2 | 0.0% | 0.0% | 288 | +24 | 109.09% | Q3 2026 | Oct 27, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 48 | 2 | 0.0% | 0.0% | 286 | -9 | -15.79% | Q3 2026 | Oct 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 36 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Byrne Asset Management LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Valued Wealth Advisors LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 34 | 2 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 33 | 2 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 32 | 2 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Key Capital Management, INC | History | Added to | 20 | 1 | 0.0% | — | 309 | +6 | 42.86% | Q3 2026 | Nov 03, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 27 | 1 | 0.0% | 0.0% | 299 | +2 | 8.0% | Q3 2026 | Oct 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 19 | 1 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 24 | 1 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Manchester Capital Management LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Avion Wealth | History | No change | 18 | 1 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bare Financial Services, Inc | History | No change | 30 | 1 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Private Wealth Management Group, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Rialto Wealth Management, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kilter Group LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ares Financial Consulting, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 34 | 1 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Closed out | 0 | 0 | — | 0.58% | — | -558,828 | -100.0% | Q3 2026 | Oct 13, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.02% | — | -67,092 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Fluent Financial, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -28,104 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -14,380 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Artemis Investment Management LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,748 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Baker Ellis Asset Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,450 | -100.0% | Q3 2026 | Oct 14, 2026 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,301 | -100.0% | Q3 2026 | Oct 23, 2026 |
| KBC Group NV | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -285 | -100.0% | Q3 2026 | Oct 28, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -63 | -86.3% | Q3 2026 | Oct 07, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2026 | Oct 16, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Oct 23, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Nov 02, 2026 |
| Signature Equity Partners, LLC | History | Added to | 7 | 0 | — | — | — | +6 | 600.0% | Q3 2026 | Oct 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 16 | 0 | — | 0.0% | — | -5 | -23.81% | Q3 2026 | Nov 02, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 13, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Nov 03, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 6 | 0 | — | — | — | -3 | -33.33% | Q3 2026 | Nov 04, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 14 | 0 | — | — | — | -1 | -6.67% | Q3 2026 | Nov 03, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Oct 27, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 10 | 0 | — | — | — | +1 | 11.11% | Q3 2026 | Oct 15, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q3 2026 | Oct 30, 2026 |
| Signature Resources Capital Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 16, 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 | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 17 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Bogart Wealth, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Kingdom Financial Group LLC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |