CHESAPEAKE UTILITIES CORP - CPK
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 3,749,062 | 459,185 | 0.01% | 0.01% | 1 | +167,754 | 4.68% | Q2 2026 | Aug 07, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 2,493,254 | 305,374 | 0.2% | 0.21% | 2 | +114,318 | 4.81% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Added to | 1,342,310 | 165,336 | 0.0% | 0.01% | 3 | +99,672 | 8.02% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,098,388 | 134,530 | 0.09% | 0.1% | 4 | +19,294 | 1.79% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,081,990 | 132,522 | 0.0% | 0.0% | 5 | +21,195 | 2.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 939,774 | 115,103 | 0.02% | 0.02% | 6 | +39,754 | 4.42% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 850,515 | 104,171 | 0.0% | 0.01% | 7 | +59,809 | 7.56% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 704,427 | 89,018 | 0.03% | 0.03% | 8 | -61,348 | -8.01% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 623,922 | 76,432 | 0.0% | 0.0% | 9 | +51,383 | 8.97% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | Added to | 550,834 | 67,466 | 0.01% | 0.01% | 10 | +69,237 | 14.38% | Q2 2026 | Aug 14, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 457,461 | 56,029 | 0.03% | 0.04% | 11 | -17,402 | -3.66% | Q2 2026 | Aug 03, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 445,383 | 54,550 | 1.12% | 1.32% | 12 | -23,273 | -4.97% | Q2 2026 | Aug 04, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 443,510 | 54,322 | 0.01% | 0.01% | 13 | +6,285 | 1.44% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Reduced | 368,781 | 45,168 | 0.0% | 0.0% | 14 | -50,920 | -12.13% | Q2 2026 | Aug 13, 2026 |
| Boston Trust Walden Corp | History | Reduced | 302,719 | 37,077 | 0.28% | 0.33% | 15 | -16,109 | -5.05% | Q2 2026 | Jul 24, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 293,078 | 35,896 | 0.02% | 0.03% | 16 | -15,951 | -5.16% | Q2 2026 | Aug 11, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | Added to | 289,803 | 35,495 | 0.49% | 0.48% | 17 | +32,987 | 12.84% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 281,582 | 34,488 | 0.0% | 0.01% | 18 | +7,176 | 2.62% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 278,825 | 34,150 | 0.0% | 0.0% | 19 | +19,516 | 7.53% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 240,408 | 29,445 | 0.03% | 0.02% | 20 | +93,586 | 63.74% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 231,779 | 28,388 | 0.0% | 0.0% | 21 | -27,098 | -10.47% | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 222,762 | 28,149 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Bank of New York Mellon Corp | History | Added to | 211,748 | 25,934 | 0.0% | 0.0% | 23 | +8,595 | 4.23% | Q2 2026 | Aug 06, 2026 |
| Energy Income Partners, LLC | History | Added to | 204,771 | 25,080 | 0.39% | 0.35% | 24 | +31,117 | 17.92% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 177,783 | 21,774 | 0.03% | 0.03% | 25 | +20,447 | 13.0% | Q2 2026 | Aug 19, 2026 |
| Jupiter Topco LLC | History | New | 161,176 | 19,743 | 0.01% | — | 26 | +161,176 | New | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 158,959 | 19,469 | 0.0% | 0.01% | 27 | +2,173 | 1.39% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Added to | 134,121 | 16,427 | 0.0% | 0.0% | 28 | +936 | 0.7% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 123,171 | 15,085 | 0.0% | 0.0% | 29 | -2,336 | -1.86% | Q2 2026 | Aug 03, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 118,708 | 14,539 | 1.2% | 1.5% | 30 | -3,534 | -2.89% | Q2 2026 | Jul 23, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 117,674 | 14,413 | 0.02% | 0.02% | 31 | +41,677 | 54.84% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 114,531 | 14,329 | 0.0% | 0.0% | 32 | -69,477 | -37.76% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 116,021 | 14,210 | 0.01% | 0.01% | 33 | +864 | 0.75% | Q2 2026 | Aug 04, 2026 |
| UBS Group AG | History | Added to | 107,880 | 13,213 | 0.0% | 0.0% | 34 | +6,630 | 6.55% | Q2 2026 | Aug 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 91,913 | 11,394 | 0.01% | 0.01% | 35 | +4,493 | 5.14% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 88,893 | 10,887 | 0.0% | 0.0% | 36 | +73,583 | 480.62% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | Reduced | 84,099 | 10,354 | 0.16% | 0.19% | 37 | -278 | -0.33% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 82,467 | 10,100 | 0.03% | 0.03% | 38 | -2,170 | -2.56% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Added to | 81,330 | 9,961 | 0.0% | 0.0% | 39 | +1,858 | 2.34% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 76,529 | 9,373 | 0.01% | 0.01% | 40 | +5,501 | 7.74% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 66,220 | 8,110 | 0.0% | 0.0% | 41 | +551 | 0.84% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 62,755 | 7,686 | 0.01% | 0.01% | 42 | -5,379 | -7.89% | Q2 2026 | Aug 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 62,053 | 7,600 | 0.03% | 0.07% | 43 | -11,048 | -15.11% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 61,876 | 7,576 | 0.01% | 0.01% | 44 | -2,536 | -3.94% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Added to | 60,182 | 7,371 | 0.01% | 0.01% | 45 | +7,582 | 14.41% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 53,668 | 6,573 | 0.0% | 0.0% | 46 | +11,931 | 28.59% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 52,643 | 6,447 | 0.0% | — | 47 | +52,643 | New | Q2 2026 | Aug 12, 2026 |
| STRS OHIO | History | Reduced | 51,600 | 6,319 | 0.02% | 0.03% | 48 | -8,200 | -13.71% | Q2 2026 | Jul 30, 2026 |
| Edgestream Partners, L.P. | History | New | 51,261 | 6,278 | 0.19% | — | 49 | +51,261 | New | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 50,451 | 6,179 | 0.0% | 0.0% | 50 | -12,084 | -19.32% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 50,167 | 6,144 | 0.06% | 0.08% | 51 | -2,372 | -4.51% | Q2 2026 | Aug 11, 2026 |
| GABELLI FUNDS LLC | History | No change | 50,000 | 6,124 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 49,549 | 6,068 | 0.37% | 0.42% | 53 | +934 | 1.92% | Q2 2026 | Aug 12, 2026 |
| Bahl & Gaynor LLC | History | Reduced | 49,229 | 6,029 | 0.03% | 0.04% | 54 | -6,205 | -11.19% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 48,387 | 5,926 | 0.03% | 0.03% | 55 | +433 | 0.9% | Q2 2026 | Jul 17, 2026 |
| Swiss National Bank | History | Added to | 48,150 | 5,897 | 0.0% | 0.0% | 56 | +1,300 | 2.77% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 43,552 | 5,335 | 0.0% | 0.0% | 57 | +304 | 0.7% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 43,555 | 5,334 | 0.0% | 0.01% | 58 | +3,442 | 8.58% | Q2 2026 | Aug 06, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 43,058 | 5,273 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 42,577 | 5,214 | 0.94% | 1.24% | 60 | -11,665 | -21.51% | Q2 2026 | Jul 15, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Added to | 39,532 | 4,841 | 0.64% | 0.43% | 61 | +15,466 | 64.26% | Q2 2026 | Aug 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 39,497 | 4,837 | 0.16% | 0.2% | 62 | -3,458 | -8.05% | Q2 2026 | Jul 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 39,050 | 4,782 | 0.01% | 0.0% | 63 | +29,400 | 304.66% | Q2 2026 | Aug 13, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 37,278 | 4,565 | 0.23% | 0.36% | 64 | -1,029 | -2.69% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 37,186 | 4,557 | 0.01% | 0.01% | 65 | +470 | 1.28% | Q2 2026 | Aug 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 35,271 | 4,319 | 0.07% | 0.09% | 66 | -1,726 | -4.67% | Q2 2026 | Jul 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 34,881 | 4,273 | 0.0% | 0.0% | 67 | +5,762 | 19.79% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 34,341 | 4,206 | 0.0% | 0.0% | 68 | -1,455 | -4.06% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 33,518 | 4,105 | 0.0% | 0.0% | 69 | +4,294 | 14.69% | Q2 2026 | Sep 02, 2026 |
| Cetera Investment Advisers | History | Added to | 32,185 | 3,941 | 0.0% | 0.0% | 70 | +695 | 2.21% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 29,838 | 3,654 | 0.0% | 0.0% | 71 | -461 | -1.52% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 29,616 | 3,649 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 29,291 | 3,587 | 0.02% | 0.03% | 73 | -84 | -0.29% | Q2 2026 | Aug 11, 2026 |
| Dean Capital Management | History | Added to | 28,712 | 3,516 | 1.27% | 0.88% | 74 | +11,845 | 70.23% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 26,800 | 3,282 | 0.0% | 0.0% | 75 | +2,921 | 12.23% | Q2 2026 | Aug 24, 2026 |
| HENNESSY ADVISORS INC | History | Added to | 26,758 | 3,277 | 0.1% | 0.11% | 76 | +1,700 | 6.78% | Q2 2026 | Jul 16, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 26,023 | 3,187 | 0.05% | 0.06% | 77 | +1,466 | 5.97% | Q2 2026 | Jul 30, 2026 |
| XTX Topco Ltd | History | Added to | 25,857 | 3,166 | 0.04% | 0.05% | 78 | +4,209 | 19.44% | Q2 2026 | Aug 14, 2026 |
| Tufton Capital Management | History | Reduced | 25,375 | 3,107 | 0.52% | 0.8% | 79 | -9,300 | -26.82% | Q2 2026 | Jul 27, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 24,761 | 3,032 | 0.0% | 0.0% | 80 | +505 | 2.08% | Q2 2026 | Aug 12, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 24,151 | 2,957 | 0.22% | 0.27% | 81 | -1,204 | -4.75% | Q2 2026 | Sep 15, 2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | History | Reduced | 23,759 | 2,910 | 0.91% | 1.04% | 82 | -689 | -2.82% | Q2 2026 | Jul 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 22,459 | 2,750 | 0.0% | 0.0% | 83 | -32,274 | -58.97% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 22,428 | 2,746 | 0.02% | 0.03% | 84 | -4,091 | -15.43% | Q2 2026 | Aug 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 21,660 | 2,652 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 21,106 | 2,585 | 0.0% | 0.0% | 86 | -234 | -1.1% | Q2 2026 | Aug 12, 2026 |
| FourThought Financial Partners, LLC | History | No change | 20,500 | 2,510 | 0.19% | 0.22% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REAVES W H & CO INC | History | No change | 20,000 | 2,449 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cox Capital Mgt LLC | History | Added to | 19,540 | 2,393 | 1.33% | 1.63% | 89 | +76 | 0.39% | Q2 2026 | Jul 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 19,522 | 2,391 | 0.0% | 0.0% | 90 | +1,241 | 6.79% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 18,926 | 2,318 | 0.04% | 0.05% | 91 | -522 | -2.68% | Q2 2026 | Jul 31, 2026 |
| Vanguard Investments Australia, Ltd. | History | Added to | 18,445 | 2,259 | 0.01% | 0.01% | 92 | +836 | 4.75% | Q2 2026 | Aug 13, 2026 |
| Riverwater Partners LLC | History | Added to | 17,798 | 2,179 | 0.65% | 0.74% | 93 | +271 | 1.55% | Q2 2026 | Aug 14, 2026 |
| Fruth Investment Management | History | Reduced | 17,449 | 2,137 | 0.51% | 0.56% | 94 | -375 | -2.1% | Q2 2026 | Jul 10, 2026 |
| Magellan Asset Management Ltd | History | Added to | 17,200 | 2,106 | 0.05% | 0.03% | 95 | +925 | 5.68% | Q2 2026 | Aug 12, 2026 |
| ALBERT D MASON INC | History | Added to | 17,096 | 2,093 | 1.19% | 1.01% | 96 | +4,749 | 38.46% | Q2 2026 | Jul 22, 2026 |
| Prospera Financial Services Inc | History | Added to | 16,980 | 2,079 | 0.03% | 0.03% | 97 | +4,617 | 37.35% | Q2 2026 | Jul 15, 2026 |
| LPL Financial LLC | History | Added to | 16,774 | 2,054 | 0.0% | 0.0% | 98 | +100 | 0.6% | Q2 2026 | Aug 07, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 16,463 | 2,016 | 0.01% | 0.01% | 99 | -372 | -2.21% | Q2 2026 | Aug 04, 2026 |
| Holocene Advisors, LP | History | Added to | 15,810 | 1,936 | 0.0% | 0.0% | 100 | +10,389 | 191.64% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 15,763 | 1,931 | 0.0% | 0.0% | 101 | -24 | -0.15% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | Added to | 15,620 | 1,913 | 0.02% | 0.01% | 102 | +8,747 | 127.27% | Q2 2026 | Aug 06, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 15,441 | 1,891 | 0.15% | 0.17% | 103 | +1,684 | 12.24% | Q2 2026 | Jul 16, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 15,405 | 1,886 | 0.05% | 0.05% | 104 | +1,224 | 8.63% | Q2 2026 | Aug 13, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 15,387 | 1,884 | 0.01% | 0.01% | 105 | +3,008 | 24.3% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 15,357 | 1,880 | 0.0% | 0.0% | 106 | -347 | -2.21% | Q2 2026 | Aug 07, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 15,104 | 1,849 | 0.01% | 0.01% | 107 | +832 | 5.83% | Q2 2026 | Aug 10, 2026 |
| Legato Capital Management LLC | History | Added to | 14,972 | 1,833 | 0.15% | 0.1% | 108 | +6,176 | 70.21% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Added to | 14,929 | 1,828 | 0.0% | 0.0% | 109 | +10,869 | 267.71% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 14,613 | 1,789 | 0.0% | 0.0% | 110 | -1,516 | -9.4% | Q2 2026 | Aug 05, 2026 |
| MetLife Investment Management, LLC | History | Added to | 14,136 | 1,731 | 0.01% | 0.01% | 111 | +1,253 | 9.73% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 14,063 | 1,722 | 0.01% | 0.01% | 112 | -1,402 | -9.07% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 13,492 | 1,652 | 0.0% | 0.0% | 113 | -259 | -1.88% | Q2 2026 | Aug 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 13,440 | 1,646 | 0.03% | 0.03% | 114 | +925 | 7.39% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 12,592 | 1,542 | 0.0% | 0.0% | 115 | +2,887 | 29.75% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 12,175 | 1,491 | 0.02% | 0.02% | 116 | -488 | -3.85% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 11,982 | 1,467 | 0.0% | 0.0% | 117 | +7,802 | 186.65% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 11,527 | 1,411 | 0.0% | 0.0% | 118 | +1,162 | 11.21% | Q2 2026 | Sep 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 11,195 | 1,371 | 0.0% | 0.0% | 119 | +206 | 1.87% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 11,083 | 1,361 | 0.0% | 0.01% | 120 | +293 | 2.72% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 11,004 | 1,347 | 0.0% | 0.0% | 121 | +5,893 | 115.3% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,984 | 1,345 | 0.0% | 0.0% | 122 | +461 | 4.38% | Q2 2026 | Aug 05, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 10,900 | 1,341 | 0.0% | 0.01% | 123 | +600 | 5.83% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 10,574 | 1,295 | 0.0% | 0.0% | 124 | +122 | 1.17% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 10,555 | 1,293 | 0.0% | 0.0% | 125 | -3,623 | -25.55% | Q2 2026 | Aug 07, 2026 |
| Louisiana State Employees Retirement System | History | No change | 10,500 | 1,286 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Creative Planning | History | Added to | 10,266 | 1,257 | 0.0% | 0.0% | 127 | +856 | 9.1% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 10,111 | 1,238 | 0.08% | 0.1% | 128 | +302 | 3.08% | Q2 2026 | Aug 07, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 10,103 | 1,237 | 0.0% | 0.0% | 129 | +1,015 | 11.17% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 9,688 | 1,186 | 0.0% | 0.0% | 130 | +1,041 | 12.04% | Q2 2026 | Aug 12, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 9,350 | 1,145 | 0.11% | 0.14% | 131 | +144 | 1.56% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 9,255 | 1,133 | 0.0% | 0.0% | 132 | +33 | 0.36% | Q2 2026 | Aug 13, 2026 |
| AGP FRANKLIN, LLC | History | Reduced | 9,227 | 1,130 | 0.49% | 0.59% | 133 | -113 | -1.21% | Q2 2026 | Jul 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 8,685 | 1,063 | 0.0% | 0.0% | 134 | -2,727 | -23.9% | Q2 2026 | Jul 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,647 | 1,058 | 0.01% | 0.02% | 135 | -3,769 | -30.36% | Q2 2026 | Jul 20, 2026 |
| Brookstone Capital Management | History | New | 8,553 | 1,047 | 0.01% | — | 136 | +8,553 | New | Q2 2026 | Jul 15, 2026 |
| Inspire Investing, LLC | History | Added to | 8,465 | 1,036 | 0.04% | 0.07% | 137 | +2,160 | 34.26% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,198 | 1,032 | 0.0% | 0.0% | 138 | +199 | 2.49% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 8,420 | 1,031 | 0.0% | 0.0% | 139 | +1,109 | 15.17% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 8,392 | 1,027 | 0.02% | 0.0% | 140 | +6,306 | 302.3% | Q2 2026 | Aug 14, 2026 |
| ICW Investment Advisors LLC | History | Added to | 8,209 | 1,005 | 0.35% | 0.37% | 141 | +85 | 1.05% | Q2 2026 | Aug 05, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 7,987 | 978 | 0.0% | 0.0% | 143 | -1,823 | -18.58% | Q2 2026 | Aug 06, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Reduced | 7,991 | 978 | 0.13% | 0.16% | 142 | -248 | -3.01% | Q2 2026 | Jul 22, 2026 |
| Amundi | History | Added to | 7,840 | 960 | 0.0% | 0.0% | 144 | +5,600 | 250.0% | Q2 2026 | Aug 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 7,520 | 921 | 0.0% | 0.0% | 145 | +5,570 | 285.64% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,245 | 887 | 0.0% | 0.0% | 146 | -973 | -11.84% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 7,170 | 878 | 0.01% | 0.01% | 147 | +851 | 13.47% | Q2 2026 | Jul 23, 2026 |
| ALPS ADVISORS INC | History | Added to | 7,113 | 871 | 0.0% | 0.0% | 148 | +184 | 2.66% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,093 | 868 | 0.0% | 0.0% | 149 | -2,430 | -25.52% | Q2 2026 | Aug 05, 2026 |
| Cladis Investment Advisory, LLC | History | Reduced | 7,000 | 857 | 0.4% | 0.56% | 150 | -1,000 | -12.5% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,950 | 851 | 0.0% | 0.01% | 151 | -8,402 | -54.73% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 6,905 | 845 | 0.0% | — | 152 | +6,905 | New | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Added to | 6,828 | 836 | 0.0% | 0.0% | 153 | +114 | 1.7% | Q2 2026 | Aug 27, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 6,752 | 826 | 0.18% | 0.21% | 154 | -4 | -0.06% | Q2 2026 | Jul 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 6,638 | 813 | 0.01% | 0.01% | 155 | +1,064 | 19.09% | Q2 2026 | Aug 06, 2026 |
| Arizona State Retirement System | History | Added to | 6,619 | 810 | 0.0% | 0.0% | 156 | +114 | 1.75% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,255 | 806 | 0.0% | 0.0% | 157 | +1,835 | 41.52% | Q2 2026 | Jul 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,456 | 791 | 0.01% | 0.01% | 158 | -299 | -4.43% | Q2 2026 | Jul 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 6,348 | 777 | 0.01% | 0.01% | 159 | +42 | 0.67% | Q2 2026 | Jul 16, 2026 |
| Baird Financial Group, Inc. | History | Added to | 5,909 | 723 | 0.0% | 0.0% | 160 | +45 | 0.77% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | New | 5,850 | 716 | 0.01% | — | 161 | +5,850 | New | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 5,802 | 710 | 0.0% | 0.0% | 162 | -7,805 | -57.36% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 5,757 | 705 | 0.0% | 0.0% | 163 | +736 | 14.66% | Q2 2026 | Jul 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 5,648 | 691 | 0.0% | 0.0% | 164 | +767 | 15.71% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,598 | 685 | 0.0% | 0.0% | 166 | +628 | 12.64% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 5,600 | 685 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Added to | 5,550 | 679 | 0.13% | 0.13% | 167 | +200 | 3.74% | Q2 2026 | Jul 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 5,448 | 667 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | Added to | 5,312 | 650 | 0.0% | 0.0% | 169 | +5,108 | 2503.92% | Q2 2026 | Aug 10, 2026 |
| Freestone Grove Partners LP | History | Added to | 5,140 | 629 | 0.0% | 0.0% | 170 | +2,499 | 94.62% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | Added to | 4,966 | 608 | 0.04% | 0.04% | 171 | +995 | 25.06% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 4,934 | 604 | 0.0% | 0.01% | 172 | -150 | -2.95% | Q2 2026 | Aug 12, 2026 |
| Ethic Inc. | History | Reduced | 4,837 | 592 | 0.01% | 0.01% | 173 | -108 | -2.18% | Q2 2026 | Jul 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 4,803 | 588 | 0.01% | 0.01% | 174 | -380 | -7.33% | Q2 2026 | Aug 10, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 4,797 | 587 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 4,521 | 553 | 0.23% | 0.27% | 176 | +15 | 0.33% | Q2 2026 | Jul 09, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | No change | 4,500 | 551 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| US BANCORP \DE\ | History | Added to | 4,457 | 545 | 0.0% | 0.0% | 178 | +180 | 4.21% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 4,395 | 538 | 0.0% | 0.01% | 179 | -628 | -12.5% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 4,280 | 524 | 0.0% | — | 180 | +4,280 | New | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 4,243 | 519 | 0.0% | 0.0% | 181 | -433 | -9.26% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 4,195 | 513 | 0.0% | 0.0% | 182 | -2 | -0.05% | Q2 2026 | Jul 28, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 4,061 | 497 | 0.0% | 0.0% | 183 | -17 | -0.42% | Q2 2026 | Jul 30, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 3,960 | 485 | 0.01% | 0.02% | 184 | +14 | 0.35% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,949 | 483 | 0.0% | 0.0% | 185 | +3,884 | 5975.38% | Q2 2026 | Aug 13, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 3,928 | 481 | 0.0% | 0.0% | 186 | -164 | -4.01% | Q2 2026 | Jul 29, 2026 |
| Spectrum Strategic Capital Management, LLC | History | New | 3,873 | 474 | 0.23% | — | 187 | +3,873 | New | Q2 2026 | Aug 14, 2026 |
| INTRUST BANK NA | History | Reduced | 3,794 | 464 | 0.03% | 0.05% | 188 | -741 | -16.34% | Q2 2026 | Aug 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 3,782 | 463 | 0.01% | 0.01% | 189 | -187 | -4.71% | Q2 2026 | Aug 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 3,637 | 459 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| M&T BANK CORP | History | Added to | 3,695 | 452 | 0.0% | 0.0% | 191 | +178 | 5.06% | Q2 2026 | Aug 04, 2026 |
| Cerity Partners LLC | History | Added to | 3,650 | 447 | 0.0% | 0.0% | 192 | +1,271 | 53.43% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,488 | 427 | 0.0% | 0.0% | 193 | +1,739 | 99.43% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,405 | 417 | 0.01% | 0.01% | 194 | -566 | -14.25% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,323 | 406 | 0.0% | 0.0% | 195 | +449 | 15.62% | Q2 2026 | Aug 07, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 3,279 | 401 | 0.0% | — | 196 | +3,279 | New | Q2 2026 | Aug 13, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 3,230 | 395 | 0.03% | 0.04% | 197 | -20 | -0.62% | Q2 2026 | Jul 16, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 3,088 | 378 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | Added to | 3,029 | 372 | 0.0% | 0.0% | 199 | +35 | 1.17% | Q2 2026 | Aug 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 3,000 | 367 | 0.02% | 0.03% | 200 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,823 | 347 | 0.0% | 0.0% | 201 | +366 | 14.9% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | Reduced | 2,743 | 336 | 0.0% | 0.0% | 202 | -2,150 | -43.94% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 2,715 | 332 | 0.02% | 0.07% | 203 | -6,547 | -70.69% | Q2 2026 | Aug 03, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 2,550 | 312 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jain Global LLC | History | New | 2,538 | 310 | 0.0% | — | 205 | +2,538 | New | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | New | 2,496 | 305 | 0.01% | — | 206 | +2,496 | New | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Added to | 2,440 | 298 | 0.0% | 0.0% | 207 | +232 | 10.51% | Q2 2026 | Aug 10, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 2,351 | 287 | 0.01% | 0.01% | 208 | +47 | 2.04% | Q2 2026 | Jul 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,309 | 282 | 0.0% | 0.0% | 209 | -6,350 | -73.33% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 2,235 | 273 | 0.0% | 0.0% | 210 | +335 | 17.63% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,206 | 270 | 0.01% | 0.01% | 211 | +295 | 15.44% | Q2 2026 | Aug 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 2,133 | 269 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,192 | 268 | 0.0% | 0.0% | 213 | +1,471 | 204.02% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | New | 2,156 | 264 | 0.0% | — | 215 | +2,156 | New | Q2 2026 | Jul 27, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,160 | 264 | 0.01% | 0.01% | 214 | -94 | -4.17% | Q2 2026 | Jul 07, 2026 |
| FRANKLIN RESOURCES INC | History | New | 2,147 | 262 | 0.0% | — | 216 | +2,147 | New | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,050 | 251 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 1,970 | 242 | 0.01% | 0.01% | 218 | -436 | -18.12% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 1,970 | 241 | 0.0% | — | 220 | +1,970 | New | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 1,975 | 241 | 0.0% | 0.0% | 219 | -4 | -0.2% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,961 | 240 | 0.0% | 0.0% | 222 | -92 | -4.48% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | Added to | 1,962 | 240 | 0.0% | 0.0% | 221 | +41 | 2.13% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,946 | 238 | 0.0% | 0.0% | 223 | +9 | 0.46% | Q2 2026 | Jul 20, 2026 |
| Caprock Group, LLC | History | New | 1,907 | 235 | 0.0% | — | 224 | +1,907 | New | Q2 2026 | Jul 27, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 1,912 | 234 | 0.0% | — | 226 | +1,912 | New | Q2 2026 | Aug 14, 2026 |
| Ellevest, Inc. | History | Reduced | 1,921 | 234 | 0.03% | 0.04% | 225 | -199 | -9.39% | Q2 2026 | Aug 10, 2026 |
| WINTON GROUP Ltd | History | New | 1,900 | 232 | 0.01% | — | 227 | +1,900 | New | Q2 2026 | Aug 07, 2026 |
| DnB Asset Management AS | History | Reduced | 1,890 | 231 | 0.0% | 0.0% | 228 | -328 | -14.79% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,890 | 231 | 0.0% | 0.0% | 229 | +53 | 2.89% | Q2 2026 | Aug 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 1,850 | 228 | 0.03% | 0.03% | 230 | -1 | -0.05% | Q2 2026 | Aug 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 1,730 | 213 | 0.0% | 0.0% | 231 | -3 | -0.17% | Q2 2026 | Jul 23, 2026 |
| Merit Financial Group, LLC | History | New | 1,728 | 211 | 0.0% | — | 232 | +1,728 | New | Q2 2026 | Jul 20, 2026 |
| IFM Investors Pty Ltd | History | No change | 1,677 | 205 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 1,660 | 203 | 0.0% | — | 234 | +1,660 | New | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | New | 1,639 | 201 | 0.0% | — | 235 | +1,639 | New | Q2 2026 | Aug 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,560 | 191 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BOKF, NA | History | Added to | 1,490 | 182 | 0.0% | 0.0% | 237 | +88 | 6.28% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,477 | 180 | 0.0% | 0.01% | 238 | -1,896 | -56.21% | Q2 2026 | Aug 11, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,352 | 165 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 1,272 | 155 | 0.0% | 0.0% | 240 | +305 | 31.54% | Q2 2026 | Aug 12, 2026 |
| Byrne Asset Management LLC | History | Added to | 1,176 | 144 | 0.08% | 0.08% | 241 | +120 | 11.36% | Q2 2026 | Jul 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,133 | 139 | 0.0% | 0.0% | 242 | +152 | 15.49% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 1,093 | 138 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,039 | 127 | 0.0% | 0.0% | 244 | +6 | 0.58% | Q2 2026 | Aug 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,018 | 124 | 0.02% | 0.03% | 245 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,002 | 122 | 0.0% | 0.0% | 246 | -63 | -5.92% | Q2 2026 | Jul 17, 2026 |
| Global Retirement Partners, LLC | History | New | 959 | 117 | 0.0% | — | 247 | +959 | New | Q2 2026 | Aug 06, 2026 |
| KBC Group NV | History | No change | 773 | 95 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nykredit A/S | History | New | 669 | 81 | 0.0% | — | 249 | +669 | New | Q2 2026 | Sep 08, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 623 | 76 | 0.0% | 0.0% | 250 | -24 | -3.71% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 581 | 72 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Added to | 544 | 66 | 0.0% | 0.0% | 252 | +189 | 53.24% | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Co / SC | History | Reduced | 531 | 65 | 0.01% | 0.03% | 253 | -1,310 | -71.16% | Q2 2026 | Aug 11, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 500 | 61 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sterling Capital Management LLC | History | Reduced | 490 | 60 | 0.0% | 0.0% | 255 | -75 | -13.27% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 483 | 59 | 0.01% | 0.01% | 256 | -70 | -12.66% | Q2 2026 | Aug 07, 2026 |
| Rossby Financial, LCC | History | No change | 465 | 56 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 452 | 55 | 0.0% | 0.0% | 258 | +1 | 0.22% | Q2 2026 | Jul 28, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 403 | 49 | 0.0% | 0.0% | 259 | -60 | -12.96% | Q2 2026 | Jul 23, 2026 |
| UMB Bank, n.a. | History | Added to | 399 | 48 | 0.0% | 0.0% | 260 | +2 | 0.5% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 339 | 41 | 0.0% | 0.0% | 262 | -65 | -16.09% | Q2 2026 | Jul 24, 2026 |
| ASSETMARK, INC | History | No change | 342 | 41 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 304 | 37 | 0.0% | 0.0% | 263 | +85 | 38.81% | Q2 2026 | Jul 02, 2026 |
| First Bancorp, Inc /ME/ | History | New | 300 | 36 | 0.01% | — | 265 | +300 | New | Q2 2026 | Aug 11, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 300 | 36 | 0.02% | 0.03% | 264 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 255 | 31 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 239 | 29 | 0.0% | 0.0% | 267 | +23 | 10.65% | Q2 2026 | Aug 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 225 | 27 | 0.0% | 0.0% | 269 | +4 | 1.81% | Q2 2026 | Jul 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 228 | 27 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 220 | 26 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Ares Financial Consulting, LLC | History | No change | 216 | 26 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Optiver Holding B.V. | History | New | 197 | 24 | 0.0% | — | 273 | +197 | New | Q2 2026 | Aug 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 203 | 24 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 183 | 22 | 0.0% | 0.0% | 274 | -11 | -5.67% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 157 | 21 | 0.0% | 0.0% | 275 | +1 | 0.64% | Q2 2026 | Jul 29, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 175 | 21 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 164 | 20 | 0.0% | 0.0% | 277 | -29 | -15.03% | Q2 2026 | Jul 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 158 | 19 | 0.0% | 0.0% | 278 | +37 | 30.58% | Q2 2026 | Aug 06, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 155 | 19 | 0.01% | 0.01% | 280 | -1 | -0.64% | Q2 2026 | Aug 05, 2026 |
| MCF Advisors LLC | History | No change | 156 | 19 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | Added to | 155 | 18 | 0.01% | 0.0% | 281 | +115 | 287.5% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | Added to | 142 | 17 | 0.0% | 0.0% | 282 | +127 | 846.67% | Q2 2026 | Aug 14, 2026 |
| Fortis Group Advisors, LLC | History | No change | 146 | 17 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | Reduced | 134 | 16 | 0.0% | 0.0% | 286 | -27 | -16.77% | Q2 2026 | Jul 20, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 133 | 16 | 0.0% | 0.0% | 284 | -11 | -7.64% | Q2 2026 | Jul 28, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 131 | 16 | 0.0% | 0.0% | 285 | +7 | 5.65% | Q2 2026 | Sep 04, 2026 |
| Daiwa Securities Group Inc. | History | New | 124 | 15 | 0.0% | — | 290 | +124 | New | Q2 2026 | Jul 31, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 125 | 15 | 0.0% | 0.0% | 287 | +7 | 5.93% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 120 | 15 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 125 | 15 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | Reduced | 118 | 14 | 0.0% | 0.01% | 291 | -199 | -62.78% | Q2 2026 | Aug 14, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 100 | 12 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Roble, Belko & Company, Inc | History | No change | 90 | 11 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 93 | 11 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 89 | 10 | 0.0% | — | 295 | +85 | 2125.0% | Q2 2026 | Jul 22, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 82 | 10 | 0.0% | 0.0% | 296 | +18 | 28.13% | Q2 2026 | Aug 03, 2026 |
| Bare Financial Services, Inc | History | Added to | 74 | 9 | 0.0% | 0.0% | 297 | +43 | 138.71% | Q2 2026 | Jul 27, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 58 | 7 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 50 | 6 | 0.0% | — | 302 | +50 | New | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 56 | 6 | 0.0% | 0.0% | 300 | +19 | 51.35% | Q2 2026 | Aug 05, 2026 |