Copa Holdings, S.A. - CPA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital World Investors | History | No change | 2,856,717 | 444,419 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAILLIE GIFFORD & CO | History | No change | 2,455,810 | 382,050 | 0.35% | 0.35% | 2 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,541,526 | 239,753 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 1,453,351 | 226,099 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD | History | No change | 1,451,592 | 225,824 | 35.33% | 35.33% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 1,223,838 | 190,392 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Research Global Investors | History | No change | 1,042,831 | 162,233 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 772,928 | 120,244 | 0.17% | 0.17% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 769,630 | 119,731 | 0.84% | 0.84% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIL Ltd | History | No change | 579,229 | 90,110 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cullen Capital Management, LLC | History | No change | 571,263 | 88,871 | 0.87% | 0.87% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 525,849 | 81,806 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | No change | 504,469 | 78,480 | 0.25% | 0.25% | 13 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | No change | 494,900 | 76,991 | 3.97% | 3.97% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wishbone Management, LP | History | No change | 472,500 | 73,506 | 31.72% | 31.72% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marathon Asset Management Ltd | History | No change | 414,473 | 64,478 | 2.62% | 2.62% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 414,136 | 64,427 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carrhae Capital LLP | History | No change | 400,262 | 62,268 | 1.72% | 1.72% | 18 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 392,231 | 61,019 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 363,505 | 56,550 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Artisan Partners Limited Partnership | History | No change | 330,738 | 51,452 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 317,881 | 49,452 | 0.27% | 0.27% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 290,156 | 45,139 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 286,619 | 44,589 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 282,848 | 44,002 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 281,884 | 43,852 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INCA Investments LLC | History | No change | 237,214 | 36,903 | 10.44% | 10.44% | 27 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 230,864 | 35,915 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC | History | No change | 207,978 | 32,355 | 0.48% | 0.48% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 174,429 | 27,135 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 174,230 | 27,104 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 162,829 | 25,331 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 162,312 | 25,250 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 158,937 | 24,725 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Ann Asset Management Ltd | History | No change | 143,256 | 22,286 | 5.13% | 5.13% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 120,818 | 18,795 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 110,426 | 17,196 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 106,732 | 16,604 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Associates, LP | History | No change | 104,487 | 16,255 | 0.07% | 0.07% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 99,323 | 15,451 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Artemis Investment Management LLP | History | No change | 96,770 | 15,054 | 0.13% | 0.13% | 41 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Trexquant Investment LP | History | No change | 94,507 | 14,702 | 0.09% | 0.09% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 92,346 | 14,366 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trek Financial, LLC | History | No change | 92,191 | 14,342 | 0.71% | 0.71% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shellback Capital, LP | History | No change | 88,900 | 13,830 | 1.21% | 1.21% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 88,628 | 13,787 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 87,283 | 13,578 | 1.73% | 1.73% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Banco BTG Pactual S.A. | History | No change | 85,000 | 13,223 | 1.12% | 1.12% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | No change | 80,663 | 12,548 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BURNEY CO/ | History | No change | 77,576 | 12,068 | 0.33% | 0.33% | 50 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 74,821 | 11,639 | 0.58% | 0.58% | 51 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Truxt Investmentos Ltda. | History | No change | 71,416 | 11,110 | 12.82% | 12.82% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Amundi | History | No change | 67,000 | 10,423 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 66,892 | 10,406 | 0.07% | 0.07% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 64,687 | 10,063 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 64,200 | 9,987 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 63,971 | 9,951 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hosking Partners LLP | History | No change | 63,186 | 9,829 | 0.33% | 0.33% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 59,166 | 9,204 | 0.08% | 0.08% | 59 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 1492 Capital Management LLC | History | No change | 57,508 | 8,946 | 2.64% | 2.64% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CSM Advisors, LLC | History | No change | 55,525 | 8,638 | 0.18% | 0.18% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 55,133 | 8,576 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ruffer LLP | History | No change | 52,227 | 8,115 | 0.29% | 0.29% | 63 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ethic Inc. | History | No change | 46,801 | 7,280 | 0.09% | 0.09% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Virtus Family Office LLC | History | No change | 46,286 | 7,200 | 5.69% | 5.69% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Turas Capital Management LP | History | No change | 44,800 | 6,969 | 3.2% | 3.2% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 44,704 | 6,954 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 44,163 | 6,870 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| XTX Topco Ltd | History | No change | 43,959 | 6,838 | 0.09% | 0.09% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 43,907 | 6,830 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 42,874 | 6,669 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 42,699 | 6,642 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 42,131 | 6,554 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VELA Investment Management, LLC | History | No change | 39,119 | 6,085 | 1.33% | 1.33% | 74 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Journey Advisory Group, LLC | History | No change | 39,020 | 6,070 | 0.46% | 0.46% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 37,210 | 5,790 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREDIT AGRICOLE S A | History | No change | 35,900 | 5,584 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 31,232 | 4,858 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 30,755 | 4,784 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 30,555 | 4,753 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| U S GLOBAL INVESTORS INC | History | No change | 29,833 | 4,641 | 0.45% | 0.45% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Engineers Gate Manager LP | History | No change | 28,057 | 4,364 | 0.06% | 0.06% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 27,522 | 4,282 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 27,325 | 4,250 | 0.63% | 0.63% | 84 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Lifetime Wealth Management P.C. | History | No change | 27,320 | 4,250 | 2.48% | 2.48% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 26,898 | 4,184 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | No change | 26,289 | 4,089 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Walleye Trading LLC | History | No change | 25,823 | 4,017 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Caption Management, LLC | History | No change | 25,200 | 3,920 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 25,105 | 3,905 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fourth Sail Capital LP | History | No change | 24,481 | 3,808 | 0.58% | 0.58% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CM Management, LLC | History | No change | 24,000 | 3,733 | 2.37% | 2.37% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | No change | 23,483 | 3,653 | 0.74% | 0.74% | 93 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pictet Asset Management Holding SA | History | No change | 22,939 | 3,568 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| McGowan Group Asset Management, Inc. | History | No change | 22,714 | 3,533 | 0.43% | 0.43% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 22,505 | 3,501 | 0.33% | 0.33% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMA Capital LLC | History | No change | 22,000 | 3,422 | 1.44% | 1.44% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 21,505 | 3,345 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 21,170 | 3,293 | 0.31% | 0.31% | 99 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aberdeen Group plc | History | No change | 21,029 | 3,271 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PAR CAPITAL MANAGEMENT INC | History | No change | 20,115 | 3,129 | 0.08% | 0.08% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 19,919 | 3,098 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | No change | 18,948 | 2,947 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 18,668 | 2,904 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 17,819 | 2,772 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 17,312 | 2,693 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 17,112 | 2,662 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 31,198 | 2,448 | 0.2% | 0.2% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 15,588 | 2,425 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORMULA GROWTH LTD | History | No change | 15,500 | 2,411 | 0.85% | 0.85% | 110 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AEGON ASSET MANAGEMENT UK PLC | History | No change | 15,162 | 2,358 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 15,072 | 2,344 | 0.15% | 0.15% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 14,227 | 2,213 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 13,994 | 2,177 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 13,652 | 2,123 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 13,128 | 2,042 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 12,827 | 1,995 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Convergence Investment Partners, LLC | History | No change | 12,773 | 1,987 | 0.19% | 0.19% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | No change | 12,375 | 1,925 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 11,999 | 1,866 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 11,646 | 1,811 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 11,576 | 1,800 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Diversified Trust Co | History | No change | 11,527 | 1,793 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 11,506 | 1,790 | 0.11% | 0.11% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Focus Partners Wealth | History | No change | 11,067 | 1,721 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point Nemo Capital, LLC | History | No change | 10,415 | 1,620 | 0.82% | 0.82% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 10,266 | 1,597 | 0.08% | 0.08% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GARDNER LEWIS ASSET MANAGEMENT L P | History | No change | 10,083 | 1,568 | 0.35% | 0.35% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 10,026 | 1,560 | 0.11% | 0.11% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WINTON GROUP Ltd | History | No change | 9,700 | 1,509 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SG Americas Securities, LLC | History | No change | 9,368 | 1,457 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 9,261 | 1,441 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 9,253 | 1,439 | 0.11% | 0.11% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aquatic Capital Management LLC | History | No change | 9,143 | 1,422 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 8,935 | 1,390 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,828 | 1,373 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Summit Trail Advisors, LLC | History | No change | 8,717 | 1,356 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 8,502 | 1,322 | 0.48% | 0.48% | 138 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Hyperion Capital Advisors LP | History | No change | 8,400 | 1,306 | 0.59% | 0.59% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Investment Management, LLC | History | No change | 8,262 | 1,285 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 8,149 | 1,267 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Everstar Asset Management, LLC | History | No change | 8,022 | 1,247 | 0.6% | 0.6% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Legend Financial Advisors, Inc. | History | No change | 8,011 | 1,246 | 0.71% | 0.71% | 143 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Handelsbanken Fonder AB | History | No change | 7,900 | 1,229 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 7,871 | 1,224 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 8,716 | 1,206 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 8,716 | 1,206 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,653 | 1,191 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Convergence Financial, LLC | History | No change | 7,604 | 1,182 | 0.09% | 0.09% | 149 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 7,324 | 1,139 | 0.11% | 0.11% | 150 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DODGE & COX | History | No change | 7,250 | 1,127 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | No change | 7,188 | 1,118 | 0.58% | 0.58% | 152 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | No change | 7,173 | 1,115 | 0.19% | 0.19% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 7,123 | 1,108 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 6,906 | 1,074 | 0.12% | 0.12% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 6,787 | 1,056 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 6,746 | 1,049 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 6,733 | 1,047 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Assenagon Asset Management S.A. | History | No change | 6,661 | 1,036 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PDT Partners, LLC | History | No change | 6,467 | 1,006 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 6,200 | 964 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 5,970 | 928 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,587 | 869 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 5,176 | 805 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Total Wealth Planning & Management, Inc. | History | No change | 5,029 | 782 | 0.53% | 0.53% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RBF Capital, LLC | History | No change | 5,000 | 777 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,992 | 777 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 5,102 | 768 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Freestone Grove Partners LP | History | No change | 4,644 | 722 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ellevest, Inc. | History | No change | 4,495 | 696 | 0.08% | 0.08% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | No change | 4,450 | 692 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 4,444 | 691 | 0.11% | 0.11% | 172 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Composition Wealth, LLC | History | No change | 4,278 | 665 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prospera Financial Services Inc | History | No change | 4,206 | 654 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Harvest Portfolios Group Inc. | History | No change | 4,063 | 632 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 3,930 | 611 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 3,600 | 560 | 0.12% | 0.12% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 3,544 | 551 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 3,533 | 549 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 3,489 | 542 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 3,349 | 521 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,220 | 500 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Carrera Capital Advisors | History | No change | 3,205 | 498 | 0.07% | 0.07% | 183 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Savant Capital, LLC | History | No change | 3,083 | 478 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 3,071 | 477 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,032 | 471 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | No change | 3,012 | 468 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FCA CORP /TX | History | No change | 3,000 | 466 | 0.11% | 0.11% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 2,939 | 457 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | No change | 2,912 | 453 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SEVEN MILE ADVISORY | History | No change | 2,909 | 452 | 0.3% | 0.3% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inscription Capital, LLC | History | No change | 2,864 | 445 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 2,823 | 439 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Headlands Technologies LLC | History | No change | 2,802 | 435 | 0.05% | 0.05% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 3,148 | 427 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 2,689 | 418 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,640 | 410 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 2,629 | 408 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 3,094 | 407 | 0.01% | 0.01% | 199 | +892 | 40.51% | Q3 2026 | Oct 01, 2026 |
| Summit Financial, LLC | History | No change | 2,601 | 404 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ruane, Cunniff & Goldfarb L.P. | History | No change | 2,555 | 397 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYON CAPITAL LLC | History | No change | 2,545 | 395 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | No change | 2,465 | 383 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,403 | 373 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 2,270 | 353 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,274 | 350 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 2,231 | 347 | 0.09% | 0.09% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 2,157 | 335 | 0.08% | 0.08% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| R Squared Ltd | History | No change | 2,122 | 330 | 0.17% | 0.17% | 209 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Severin Investments, LLC | History | No change | 2,109 | 328 | 0.25% | 0.25% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LightSquare Wealth Management, LLC | History | No change | 2,045 | 318 | 0.22% | 0.22% | 211 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 2,024 | 314 | 0.09% | 0.09% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 2,000 | 311 | 0.09% | 0.09% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Advisors Network LLC | History | No change | 1,940 | 301 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Retirement Planning Co of New England, Inc. | History | No change | 1,872 | 291 | 0.1% | 0.1% | 215 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,777 | 276 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,771 | 275 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | No change | 1,763 | 274 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 1,768 | 274 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IPG Investment Advisors LLC | History | No change | 1,760 | 273 | 0.04% | 0.04% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 1,709 | 265 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 1,708 | 265 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,682 | 261 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 1,652 | 257 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Focus Financial Network, Inc. | History | No change | 1,608 | 250 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Optimist Retirement Group LLC | History | No change | 1,596 | 248 | 0.1% | 0.1% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,564 | 243 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kera Capital Partners, Inc. | History | No change | 1,567 | 243 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Karras Company, Inc. | History | No change | 1,564 | 243 | 0.22% | 0.22% | 229 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 1,562 | 242 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Holistic Financial Partners | History | No change | 1,555 | 241 | 0.15% | 0.15% | 231 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GAM Holding AG | History | No change | 1,500 | 233 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 1,503 | 233 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 1,480 | 230 | 0.06% | 0.06% | 234 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 1,460 | 227 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Snowden Capital Advisors LLC | History | No change | 1,442 | 224 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 1,427 | 221 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | No change | 1,395 | 216 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,325 | 206 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1,264 | 196 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,369 | 180 | 0.02% | 0.02% | 241 | +172 | 14.37% | Q3 2026 | Oct 01, 2026 |
| State of Wyoming | History | No change | 1,150 | 178 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,133 | 176 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1,121 | 174 | 0.04% | 0.04% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,030 | 160 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | No change | 1,006 | 156 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 919 | 142 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Leonteq Securities AG | History | No change | 892 | 138 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | No change | 831 | 129 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Larson Financial Group LLC | History | No change | 803 | 124 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 746 | 116 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 701 | 109 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 700 | 108 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ASSETMARK, INC | History | No change | 625 | 97 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BARCLAYS PLC | History | No change | 620 | 96 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 587 | 91 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triumph Capital Management | History | No change | 570 | 88 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Evelyn Partners Group Ltd | History | No change | 528 | 82 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Center for Financial Planning, Inc. | History | No change | 516 | 80 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SBI Securities Co., Ltd. | History | No change | 481 | 74 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | No change | 453 | 70 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 443 | 68 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 423 | 64 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 403 | 63 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 409 | 63 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 354 | 55 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | No change | 330 | 51 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 327 | 50 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 322 | 50 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 300 | 46 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 292 | 45 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 278 | 42 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PenderFund Capital Management Ltd. | History | No change | 270 | 42 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accent Capital Management, LLC | History | No change | 200 | 31 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 184 | 28 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 167 | 25 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 142 | 22 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 129 | 20 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 117 | 19 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ares Financial Consulting, LLC | History | No change | 122 | 18 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| True Wealth Design, LLC | History | No change | 105 | 16 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 98 | 15 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Core Alternative Capital | History | No change | 100 | 15 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 102 | 15 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CVA Family Office, LLC | History | No change | 78 | 12 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | No change | 81 | 12 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allied Private Wealth LLC | History | No change | 80 | 11 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 62 | 9 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 51 | 7 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 50 | 7 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GoalVest Advisory LLC | History | New | 52 | 6 | 0.0% | — | 295 | +52 | New | Q3 2026 | Oct 02, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 43 | 6 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Fortitude Family Office, LLC | History | No change | 40 | 6 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Signature Equity Partners, LLC | History | No change | 41 | 6 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 44 | 6 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 36 | 5 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cornerstone Planning Group LLC | History | No change | 39 | 5 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 26 | 4 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | No change | 27 | 4 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 22 | 3 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |