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 | No change | 3,749,062 | 459,185 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 2,493,254 | 305,374 | 0.2% | 0.2% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 1,342,310 | 165,336 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Neuberger Berman Group LLC | History | No change | 1,098,388 | 134,530 | 0.09% | 0.09% | 4 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,081,990 | 132,522 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 939,774 | 115,103 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 850,515 | 104,171 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 704,427 | 89,018 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 623,922 | 76,432 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 550,834 | 67,466 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 451,244 | 57,966 | 0.01% | 0.01% | 11 | +7,734 | 1.74% | Q3 2026 | Nov 04, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 457,461 | 56,029 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 432,870 | 55,606 | 1.28% | 1.12% | 13 | -12,513 | -2.81% | Q3 2026 | Oct 13, 2026 |
| MORGAN STANLEY | History | No change | 368,781 | 45,168 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Trust Walden Corp | History | Reduced | 286,489 | 36,802 | 0.3% | 0.28% | 15 | -16,230 | -5.36% | Q3 2026 | Oct 30, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 293,078 | 35,896 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | No change | 289,803 | 35,495 | 0.49% | 0.49% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 281,582 | 34,488 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 278,825 | 34,150 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 240,408 | 29,445 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 231,779 | 28,388 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 210,607 | 27,054 | 0.0% | 0.0% | 22 | -1,141 | -0.54% | Q3 2026 | Nov 05, 2026 |
| Energy Income Partners, LLC | History | No change | 204,771 | 25,080 | 0.39% | 0.39% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 177,783 | 21,774 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Jupiter Topco LLC | History | No change | 161,176 | 19,743 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 158,959 | 19,469 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tributary Capital Management, LLC | History | Added to | 151,239 | 19,428 | 1.78% | 1.2% | 27 | +32,531 | 27.4% | Q3 2026 | Oct 28, 2026 |
| Legal & General Group Plc | History | No change | 134,121 | 16,427 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 123,171 | 15,085 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 115,207 | 14,799 | 0.01% | 0.01% | 30 | -814 | -0.7% | Q3 2026 | Nov 02, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 117,674 | 14,413 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 114,531 | 14,329 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 107,880 | 13,213 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 91,913 | 11,394 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 88,893 | 10,887 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 84,099 | 10,354 | 0.16% | 0.16% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 82,467 | 10,100 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Added to | 78,013 | 10,021 | 0.01% | 0.01% | 38 | +17,831 | 29.63% | Q3 2026 | Oct 28, 2026 |
| Nuveen, LLC | History | No change | 81,330 | 9,961 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 76,529 | 9,373 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 63,255 | 8,125 | 0.04% | 0.03% | 41 | +14,868 | 30.73% | Q3 2026 | Nov 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 66,220 | 8,110 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 62,058 | 7,971 | 0.03% | 0.03% | 43 | +5 | 0.01% | Q3 2026 | Oct 28, 2026 |
| RHUMBLINE ADVISERS | History | No change | 62,755 | 7,686 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 61,876 | 7,576 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 56,300 | 7,232 | 0.03% | 0.02% | 46 | +4,700 | 9.11% | Q3 2026 | Oct 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 53,668 | 6,573 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 52,643 | 6,447 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 49,640 | 6,376 | 0.37% | 0.37% | 49 | +91 | 0.18% | Q3 2026 | Nov 05, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 49,536 | 6,363 | 0.06% | 0.06% | 50 | -631 | -1.26% | Q3 2026 | Oct 23, 2026 |
| Edgestream Partners, L.P. | History | No change | 51,261 | 6,278 | 0.19% | 0.19% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 50,451 | 6,179 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 50,000 | 6,124 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Added to | 47,616 | 6,116 | 1.17% | 0.94% | 54 | +5,039 | 11.84% | Q3 2026 | Oct 27, 2026 |
| Swiss National Bank | History | No change | 48,150 | 5,897 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bahl & Gaynor LLC | History | Reduced | 42,435 | 5,451 | 0.03% | 0.03% | 56 | -6,794 | -13.8% | Q3 2026 | Nov 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 43,552 | 5,335 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 43,555 | 5,334 | 0.0% | 0.0% | 58 | 0 | 0.0% | 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 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | No change | 39,532 | 4,841 | 0.64% | 0.64% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 39,497 | 4,837 | 0.16% | 0.16% | 61 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 39,050 | 4,782 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | No change | 37,278 | 4,565 | 0.23% | 0.23% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 37,186 | 4,557 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 35,131 | 4,512 | 0.08% | 0.07% | 65 | -140 | -0.4% | Q3 2026 | Oct 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 34,881 | 4,273 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 34,341 | 4,206 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 33,518 | 4,105 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cetera Investment Advisers | History | No change | 32,185 | 3,941 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 29,838 | 3,654 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 29,616 | 3,649 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 29,291 | 3,587 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dean Capital Management | History | No change | 28,712 | 3,516 | 1.27% | 1.27% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HENNESSY ADVISORS INC | History | No change | 26,758 | 3,437 | 0.13% | 0.1% | 74 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 26,206 | 3,366 | 0.05% | 0.05% | 75 | +183 | 0.7% | Q3 2026 | Nov 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 26,800 | 3,282 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Tufton Capital Management | History | No change | 25,375 | 3,259 | 0.56% | 0.52% | 77 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| XTX Topco Ltd | History | No change | 25,857 | 3,166 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 24,761 | 3,032 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 24,151 | 2,957 | 0.22% | 0.22% | 80 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | History | No change | 23,759 | 2,910 | 0.91% | 0.91% | 81 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 22,459 | 2,750 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 22,428 | 2,746 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 21,660 | 2,652 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 21,106 | 2,585 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FourThought Financial Partners, LLC | History | No change | 20,500 | 2,510 | 0.19% | 0.19% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cox Capital Mgt LLC | History | Reduced | 19,395 | 2,491 | 1.4% | 1.33% | 87 | -145 | -0.74% | Q3 2026 | Oct 07, 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 |
| MGO ONE SEVEN LLC | History | Added to | 18,952 | 2,434 | 0.04% | 0.04% | 89 | +26 | 0.14% | Q3 2026 | Oct 28, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 19,522 | 2,391 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Riverwater Partners LLC | History | Added to | 20,772 | 2,312 | 0.64% | 0.65% | 91 | +2,974 | 16.71% | Q3 2026 | Nov 03, 2026 |
| Creative Planning | History | Added to | 17,784 | 2,284 | 0.0% | 0.0% | 92 | +7,518 | 73.23% | Q3 2026 | Nov 02, 2026 |
| Prospera Financial Services Inc | History | Reduced | 16,697 | 2,278 | 0.03% | 0.03% | 93 | -283 | -1.67% | Q3 2026 | Nov 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 18,445 | 2,259 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fruth Investment Management | History | Reduced | 17,313 | 2,224 | 0.54% | 0.51% | 95 | -136 | -0.78% | Q3 2026 | Oct 13, 2026 |
| ALBERT D MASON INC | History | Added to | 17,164 | 2,204 | 1.33% | 1.19% | 96 | +68 | 0.4% | Q3 2026 | Oct 27, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 16,705 | 2,145 | 0.17% | 0.15% | 97 | +1,264 | 8.19% | Q3 2026 | Oct 19, 2026 |
| Magellan Asset Management Ltd | History | No change | 17,200 | 2,106 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 16,774 | 2,054 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 15,332 | 1,970 | 0.0% | 0.0% | 100 | -431 | -2.73% | Q3 2026 | Nov 05, 2026 |
| Holocene Advisors, LP | History | No change | 15,810 | 1,936 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 15,620 | 1,913 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 15,405 | 1,886 | 0.05% | 0.05% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACQUARIE GROUP LTD | History | No change | 15,387 | 1,884 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 15,357 | 1,880 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 14,575 | 1,872 | 0.0% | 0.0% | 106 | -38 | -0.26% | Q3 2026 | Nov 05, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 15,104 | 1,849 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legato Capital Management LLC | History | No change | 14,972 | 1,833 | 0.15% | 0.15% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,136 | 1,731 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 14,063 | 1,722 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 13,492 | 1,652 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 13,440 | 1,646 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 12,289 | 1,578 | 0.02% | 0.02% | 113 | +114 | 0.94% | Q3 2026 | Nov 05, 2026 |
| Quantinno Capital Management LP | History | No change | 12,592 | 1,542 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 11,666 | 1,498 | 0.01% | 0.01% | 115 | -4,797 | -29.14% | Q3 2026 | Nov 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 11,982 | 1,467 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 11,527 | 1,411 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 11,195 | 1,371 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 11,083 | 1,361 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AGP FRANKLIN, LLC | History | Added to | 10,554 | 1,355 | 0.59% | 0.49% | 120 | +1,327 | 14.38% | Q3 2026 | Nov 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 11,004 | 1,347 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,984 | 1,345 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 10,464 | 1,344 | 0.09% | 0.08% | 123 | +353 | 3.49% | Q3 2026 | Oct 22, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 10,900 | 1,341 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 10,300 | 1,323 | 0.02% | 0.02% | 125 | -200 | -1.9% | Q3 2026 | Oct 20, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 10,574 | 1,295 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 10,555 | 1,293 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 10,103 | 1,237 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 9,688 | 1,186 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,944 | 1,146 | 0.0% | 0.0% | 130 | +2,689 | 42.99% | Q3 2026 | Oct 13, 2026 |
| ADVISORY RESEARCH INC | History | No change | 9,350 | 1,145 | 0.11% | 0.11% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 9,255 | 1,133 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 8,553 | 1,098 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,685 | 1,063 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 8,198 | 1,032 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 8,420 | 1,031 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 8,392 | 1,027 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ICW Investment Advisors LLC | History | Reduced | 7,834 | 1,006 | 0.36% | 0.35% | 138 | -375 | -4.57% | Q3 2026 | Oct 27, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | No change | 7,991 | 978 | 0.13% | 0.13% | 139 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 7,987 | 978 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 7,514 | 965 | 0.0% | 0.0% | 141 | +269 | 3.71% | Q3 2026 | Nov 02, 2026 |
| Amundi | History | No change | 7,840 | 960 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 7,520 | 921 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,170 | 878 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arizona State Retirement System | History | Added to | 6,761 | 868 | 0.0% | 0.0% | 146 | +142 | 2.15% | Q3 2026 | Nov 03, 2026 |
| HighTower Advisors, LLC | History | No change | 7,093 | 868 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cladis Investment Advisory, LLC | History | No change | 7,000 | 857 | 0.4% | 0.4% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 6,950 | 851 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 6,905 | 845 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 6,828 | 836 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 6,638 | 813 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,254 | 803 | 0.01% | 0.01% | 152 | -202 | -3.13% | Q3 2026 | Oct 23, 2026 |
| CITIGROUP INC | History | Reduced | 6,189 | 795 | 0.0% | 0.0% | 153 | -8,740 | -58.54% | Q3 2026 | Nov 04, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 6,079 | 780 | 0.01% | 0.01% | 154 | -269 | -4.24% | Q3 2026 | Oct 22, 2026 |
| Inspire Investing, LLC | History | Reduced | 6,020 | 773 | 0.03% | 0.04% | 155 | -2,445 | -28.88% | Q3 2026 | Oct 22, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 5,757 | 740 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Baird Financial Group, Inc. | History | No change | 5,909 | 723 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 5,850 | 716 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 5,546 | 712 | 0.16% | 0.18% | 160 | -1,206 | -17.86% | Q3 2026 | Oct 08, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 5,550 | 712 | 0.13% | 0.13% | 159 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 5,802 | 710 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 5,448 | 699 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 5,648 | 691 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 5,600 | 685 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,598 | 685 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Reduced | 5,251 | 674 | 0.0% | 0.0% | 166 | -1,862 | -26.18% | Q3 2026 | Nov 02, 2026 |
| Ethic Inc. | History | Added to | 5,156 | 662 | 0.01% | 0.01% | 167 | +319 | 6.59% | Q3 2026 | Nov 03, 2026 |
| US BANCORP \DE\ | History | Added to | 5,109 | 656 | 0.0% | 0.0% | 168 | +652 | 14.63% | Q3 2026 | Nov 05, 2026 |
| Arax Advisory Partners | History | No change | 5,312 | 650 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Freestone Grove Partners LP | History | No change | 5,140 | 629 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 4,739 | 608 | 0.01% | 0.01% | 171 | -3,908 | -45.19% | Q3 2026 | Oct 15, 2026 |
| Inspire Advisors, LLC | History | No change | 4,966 | 608 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 4,934 | 604 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 4,803 | 588 | 0.01% | 0.01% | 174 | 0 | 0.0% | 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 | 4,534 | 582 | 0.24% | 0.23% | 176 | +13 | 0.29% | Q3 2026 | Oct 21, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 4,400 | 565 | 0.03% | 0.03% | 177 | -100 | -2.22% | Q3 2026 | Nov 02, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 4,320 | 554 | 0.0% | 0.0% | 178 | +259 | 6.38% | Q3 2026 | Nov 03, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 4,223 | 542 | 0.0% | 0.0% | 179 | +28 | 0.67% | Q3 2026 | Nov 04, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 4,395 | 538 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 4,280 | 524 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 4,243 | 519 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spectrum Strategic Capital Management, LLC | History | No change | 3,873 | 497 | 0.24% | 0.23% | 183 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 3,757 | 487 | 0.01% | 0.01% | 184 | -25 | -0.66% | Q3 2026 | Oct 20, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 3,960 | 485 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,949 | 483 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 3,928 | 481 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTRUST BANK NA | History | No change | 3,794 | 464 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| M&T BANK CORP | History | No change | 3,695 | 452 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cerity Partners LLC | History | No change | 3,650 | 447 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | New | 3,381 | 434 | 0.0% | — | 191 | +3,381 | New | Q3 2026 | Nov 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,488 | 427 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,405 | 417 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | No change | 3,230 | 414 | 0.04% | 0.03% | 194 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,323 | 406 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 3,088 | 396 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 3,000 | 385 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| BESSEMER GROUP INC | History | No change | 3,029 | 372 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,639 | 341 | 0.0% | 0.0% | 199 | -184 | -6.52% | Q3 2026 | Oct 20, 2026 |
| Mariner, LLC | History | No change | 2,743 | 336 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Added to | 2,598 | 333 | 0.0% | 0.0% | 201 | +158 | 6.48% | Q3 2026 | Nov 03, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 2,715 | 332 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 2,550 | 312 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jain Global LLC | History | No change | 2,538 | 310 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 2,496 | 305 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK NATIONAL CORP /OH/ | History | No change | 2,351 | 302 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,323 | 298 | 0.0% | 0.0% | 207 | +362 | 18.46% | Q3 2026 | Nov 02, 2026 |
| GAMMA Investing LLC | History | Added to | 2,210 | 283 | 0.01% | 0.01% | 208 | +50 | 2.31% | Q3 2026 | Oct 08, 2026 |
| IFM Investors Pty Ltd | History | Added to | 2,197 | 282 | 0.0% | 0.0% | 210 | +520 | 31.01% | Q3 2026 | Oct 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,309 | 282 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 2,235 | 273 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,206 | 270 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,192 | 268 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 2,156 | 264 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,147 | 262 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Teza Capital Management LLC | History | New | 2,008 | 257 | 0.23% | — | 216 | +2,008 | New | Q3 2026 | Oct 23, 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 | No change | 1,970 | 242 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,975 | 241 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,970 | 241 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 1,962 | 240 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 1,907 | 235 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 1,912 | 234 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ellevest, Inc. | History | No change | 1,921 | 234 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WINTON GROUP Ltd | History | No change | 1,900 | 232 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DnB Asset Management AS | History | No change | 1,890 | 231 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,890 | 231 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 1,850 | 228 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abel Hall, LLC | History | New | 1,712 | 219 | 0.04% | — | 229 | +1,712 | New | Q3 2026 | Oct 19, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 1,679 | 216 | 0.0% | 0.0% | 230 | -267 | -13.72% | Q3 2026 | Oct 26, 2026 |
| Merit Financial Group, LLC | History | No change | 1,728 | 211 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CHOREO, LLC | History | Reduced | 1,627 | 210 | 0.0% | 0.0% | 232 | -12 | -0.73% | Q3 2026 | Oct 28, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 1,624 | 209 | 0.0% | 0.0% | 233 | -106 | -6.13% | Q3 2026 | Oct 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 1,611 | 207 | 0.0% | — | 234 | +1,611 | New | Q3 2026 | Nov 02, 2026 |
| GREENLEAF TRUST | History | New | 1,611 | 206 | 0.0% | — | 235 | +1,611 | New | Q3 2026 | Oct 29, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 1,600 | 205 | 0.0% | — | 236 | +1,600 | New | Q3 2026 | Oct 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,660 | 203 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,477 | 180 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOKF, NA | History | Reduced | 1,400 | 179 | 0.0% | 0.0% | 239 | -90 | -6.04% | Q3 2026 | Oct 27, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,352 | 165 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,272 | 155 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 1,114 | 143 | 0.0% | 0.0% | 242 | -446 | -28.59% | Q3 2026 | Oct 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,133 | 139 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,012 | 130 | 0.0% | 0.0% | 245 | +10 | 1.0% | Q3 2026 | Oct 08, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,018 | 130 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Advisors Asset Management, Inc. | History | No change | 1,039 | 127 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 959 | 117 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KBC Group NV | History | No change | 773 | 99 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 688 | 88 | 0.01% | 0.0% | 249 | +384 | 126.32% | Q3 2026 | Oct 01, 2026 |
| Nykredit A/S | History | No change | 669 | 81 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 623 | 76 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 581 | 72 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Corp | History | New | 525 | 67 | 0.01% | — | 253 | +525 | New | Q3 2026 | Nov 05, 2026 |
| Allworth Financial LP | History | No change | 544 | 66 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 506 | 65 | 0.01% | 0.01% | 255 | +23 | 4.76% | Q3 2026 | Oct 27, 2026 |
| Colonial Trust Co / SC | History | No change | 531 | 65 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 476 | 61 | 0.0% | 0.0% | 257 | -14 | -2.86% | Q3 2026 | Oct 22, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 500 | 61 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rossby Financial, LCC | History | No change | 465 | 59 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 452 | 58 | 0.0% | 0.0% | 260 | +49 | 12.16% | Q3 2026 | Oct 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 450 | 57 | 0.0% | 0.0% | 261 | -2 | -0.44% | Q3 2026 | Nov 04, 2026 |
| UMB Bank, n.a. | History | No change | 399 | 48 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 342 | 43 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 339 | 43 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 300 | 38 | 0.02% | 0.01% | 265 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 300 | 38 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Heritage Family Offices, LLP | History | New | 276 | 35 | 0.01% | — | 267 | +276 | New | Q3 2026 | Nov 02, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 255 | 32 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 238 | 30 | 0.0% | 0.0% | 269 | +10 | 4.39% | Q3 2026 | Oct 22, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 239 | 29 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 225 | 28 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ares Financial Consulting, LLC | History | No change | 216 | 27 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 203 | 24 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 197 | 24 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 183 | 22 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 175 | 22 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 170 | 21 | 0.0% | 0.0% | 277 | +37 | 27.82% | Q3 2026 | Oct 20, 2026 |
| Essential Partners LLC | History | Added to | 169 | 21 | 0.01% | 0.01% | 278 | +14 | 9.03% | Q3 2026 | Oct 14, 2026 |
| IFP Advisors, Inc | History | Added to | 163 | 20 | 0.0% | 0.0% | 279 | +29 | 21.64% | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 158 | 19 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 137 | 17 | 0.0% | 0.0% | 281 | +6 | 4.58% | Q3 2026 | Oct 27, 2026 |
| Fortis Group Advisors, LLC | History | No change | 146 | 17 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 131 | 16 | 0.0% | 0.0% | 283 | +7 | 5.65% | Q3 2026 | Oct 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 125 | 15 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 125 | 15 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 113 | 14 | 0.0% | — | 289 | +113 | New | Q3 2026 | Oct 29, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 112 | 14 | 0.0% | 0.0% | 287 | +79 | 239.39% | Q3 2026 | Oct 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 116 | 14 | 0.0% | 0.0% | 286 | -48 | -29.27% | Q3 2026 | Oct 05, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 118 | 14 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 97 | 12 | 0.0% | 0.0% | 291 | +41 | 73.21% | Q3 2026 | Nov 03, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 100 | 12 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 92 | 11 | 0.0% | 0.0% | 294 | +10 | 12.2% | Q3 2026 | Nov 05, 2026 |
| Roble, Belko & Company, Inc | History | No change | 90 | 11 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SJS Investment Consulting Inc. | History | No change | 89 | 11 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 93 | 11 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Fortitude Family Office, LLC | History | Added to | 66 | 8 | 0.0% | 0.0% | 296 | +53 | 407.69% | Q3 2026 | Oct 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 58 | 7 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | Reduced | 50 | 6 | 0.0% | 0.0% | 299 | -92 | -64.79% | Q3 2026 | Nov 05, 2026 |
| Bare Financial Services, Inc | History | Reduced | 50 | 6 | 0.0% | 0.0% | 301 | -24 | -32.43% | Q3 2026 | Nov 04, 2026 |
| FIRST HORIZON CORP | History | Reduced | 49 | 6 | 0.0% | 0.0% | 298 | -1 | -2.0% | Q3 2026 | Oct 26, 2026 |
| Pflug Koory, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 50 | 6 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 45 | 5 | 0.0% | — | 303 | +45 | New | Q3 2026 | Oct 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 33 | 4 | 0.0% | 0.0% | 306 | +8 | 32.0% | Q3 2026 | Oct 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 38 | 4 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 38 | 4 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 36 | 4 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 35 | 4 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bell Investment Advisors, Inc | History | No change | 32 | 4 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Aventura Private Wealth, LLC | History | No change | 33 | 4 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Elyxium Wealth, LLC | History | New | 29 | 3 | 0.0% | — | 316 | +29 | New | Q3 2026 | Oct 27, 2026 |
| True Wealth Design, LLC | History | New | 24 | 3 | 0.0% | — | 315 | +24 | New | Q3 2026 | Oct 13, 2026 |
| Quarry LP | History | No change | 30 | 3 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 25 | 3 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 30 | 3 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 26 | 3 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 20 | 2 | 0.0% | — | 319 | +20 | New | Q3 2026 | Oct 28, 2026 |
| MATHER GROUP, LLC. | History | New | 20 | 2 | 0.0% | — | 320 | +20 | New | Q3 2026 | Oct 14, 2026 |
| GK Wealth Management LLC | History | New | 20 | 2 | 0.0% | — | 321 | +20 | New | Q3 2026 | Oct 09, 2026 |
| CVA Family Office, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WPG Advisers, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Clark Wealth Partners | History | New | 15 | 1 | 0.0% | — | 328 | +15 | New | Q3 2026 | Oct 16, 2026 |
| UMB Private Wealth Management, LLC | History | New | 14 | 1 | 0.0% | — | 329 | +14 | New | Q3 2026 | Oct 19, 2026 |
| Aventus Investment Advisors, Inc. | History | New | 13 | 1 | 0.0% | — | 327 | +13 | New | Q3 2026 | Oct 09, 2026 |
| Covestor Ltd | History | Reduced | 3 | 1 | 0.0% | 0.0% | 324 | -3 | -50.0% | Q3 2026 | Oct 30, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 8 | 1 | 0.0% | — | 325 | +3 | 60.0% | Q3 2026 | Oct 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | No change | 7 | 1 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Private Wealth Management Group, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,279 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Byrne Asset Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,176 | -100.0% | Q3 2026 | Oct 06, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -220 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -157 | -100.0% | Q3 2026 | Oct 16, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -155 | -100.0% | Q3 2026 | Nov 05, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2026 | Oct 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 23, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 20, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 30, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Nov 03, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 23, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Nov 03, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Davis Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Evolution Advisers, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| LRI Investments, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| HFM Investment Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MidFirst Bank | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |