CARTERS INC - CRI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 300 of
306 rows for faster page load.
Load all rows.
Rows: 0
| 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 | 5,824,048 | 239,717 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,870,722 | 118,158 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 2,269,347 | 93,406 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,201,351 | 68,924 | 0.01% | 0.01% | 4 | +296,205 | 15.55% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,564,269 | 64,385 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,496,406 | 61,592 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| RWWM, Inc. | History | No change | 1,444,045 | 59,436 | 4.39% | 4.39% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,355,729 | 55,801 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,240,239 | 51,048 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,040,575 | 42,830 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,020,626 | 42,008 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 933,743 | 38,440 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 916,522 | 37,724 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 875,996 | 36,056 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 848,381 | 34,919 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 686,980 | 28,276 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 645,863 | 26,583 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 588,658 | 24,229 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 565,015 | 23,256 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 442,930 | 18,230 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Interval Partners, LP | History | No change | 413,846 | 17,033 | 0.44% | 0.44% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 412,500 | 16,978 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 526,138 | 16,473 | 0.0% | 0.0% | 23 | -162,579 | -23.61% | Q3 2026 | Nov 05, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 396,381 | 16,315 | 0.13% | 0.13% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 391,212 | 16,102 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 362,068 | 14,902 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 322,420 | 13,270 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 303,585 | 12,495 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 268,588 | 11,055 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 243,203 | 10,010 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 237,573 | 9,998 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 242,301 | 9,973 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 225,785 | 9,293 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 218,072 | 8,975 | 0.16% | 0.16% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 209,304 | 8,614 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shellback Capital, LP | History | No change | 200,000 | 8,232 | 0.72% | 0.72% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 254,586 | 8,072 | 0.01% | — | 37 | +254,586 | New | Q3 2026 | Nov 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 182,932 | 7,529 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 154,107 | 6,343 | 0.41% | 0.41% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 153,500 | 6,318 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aristides Capital LLC | History | No change | 152,328 | 6,269 | 1.22% | 1.22% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 150,584 | 6,198 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | History | No change | 141,100 | 5,807 | 0.67% | 0.67% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 137,331 | 5,652 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 175,416 | 5,492 | 0.0% | 0.0% | 45 | -2,662 | -1.49% | Q3 2026 | Nov 02, 2026 |
| Nuveen, LLC | History | No change | 127,584 | 5,251 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 126,568 | 5,209 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 125,626 | 5,170 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cinctive Capital Management LP | History | No change | 117,475 | 4,835 | 0.18% | 0.18% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Added to | 147,000 | 4,602 | 0.98% | 0.6% | 50 | +84,000 | 133.33% | Q3 2026 | Nov 02, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 104,111 | 4,285 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 102,292 | 4,210 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 97,709 | 4,021 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 126,405 | 3,957 | 0.1% | 0.13% | 54 | -200 | -0.16% | Q3 2026 | Oct 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 95,823 | 3,944 | 0.07% | 0.07% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 94,827 | 3,903 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 94,670 | 3,896 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 88,531 | 3,643 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bridgewater Associates, LP | History | No change | 87,541 | 3,603 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rubric Capital Management LP | History | No change | 86,844 | 3,574 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 83,472 | 3,435 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 81,281 | 3,345 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 79,765 | 3,283 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 70,534 | 2,903 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Swiss National Bank | History | No change | 70,300 | 2,893 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 69,545 | 2,862 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 69,124 | 2,845 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 65,950 | 2,714 | 0.14% | 0.14% | 68 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 61,337 | 2,524 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 60,979 | 2,509 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 60,701 | 2,498 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BW Gestao de Investimentos Ltda. | History | No change | 60,000 | 2,469 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 57,686 | 2,374 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | No change | 54,904 | 2,259 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 70,701 | 2,213 | 0.0% | 0.0% | 75 | +18,861 | 36.38% | Q3 2026 | Nov 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 52,632 | 2,166 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 50,831 | 2,093 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 48,462 | 1,994 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 45,153 | 1,858 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Walleye Trading LLC | History | No change | 44,000 | 1,811 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 43,051 | 1,771 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Ridge Capital Partners, LLC | History | No change | 42,813 | 1,762 | 0.32% | 0.32% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 49,197 | 1,759 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 38,318 | 1,577 | 0.05% | 0.05% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 38,065 | 1,566 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 37,528 | 1,544 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 36,243 | 1,491 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SummitTX Capital, L.P. | History | No change | 35,892 | 1,477 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 44,900 | 1,405 | 0.01% | 0.0% | 89 | +35,200 | 362.89% | Q3 2026 | Oct 28, 2026 |
| CITIGROUP INC | History | Reduced | 44,250 | 1,385 | 0.0% | 0.0% | 90 | -89,784 | -66.99% | Q3 2026 | Nov 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 41,953 | 1,364 | 0.0% | 0.0% | 91 | +30,507 | 266.53% | Q3 2026 | Oct 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 32,764 | 1,348 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 31,707 | 1,305 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CenterBook Partners LP | History | Added to | 41,117 | 1,287 | 0.06% | 0.04% | 94 | +23,485 | 133.2% | Q3 2026 | Nov 02, 2026 |
| Alexander Randolph Advisory, Inc. | History | Reduced | 39,895 | 1,249 | 1.0% | 1.36% | 95 | -100 | -0.25% | Q3 2026 | Nov 04, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 30,328 | 1,248 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 29,661 | 1,220 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 29,196 | 1,201 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STRS OHIO | History | Added to | 38,200 | 1,196 | 0.0% | 0.0% | 99 | +25,400 | 198.44% | Q3 2026 | Oct 30, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 36,380 | 1,139 | 0.39% | 0.47% | 100 | -478 | -1.3% | Q3 2026 | Nov 04, 2026 |
| Summit Trail Advisors, LLC | History | No change | 27,438 | 1,129 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 27,247 | 1,121 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verdad Advisers, LP | History | No change | 25,000 | 1,029 | 0.99% | 0.99% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 24,901 | 1,024 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 24,420 | 1,005 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 24,375 | 1,003 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 24,038 | 989 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 30,430 | 952 | 0.01% | 0.01% | 108 | +2,500 | 8.95% | Q3 2026 | Nov 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 21,726 | 894 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 21,565 | 887 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 28,234 | 884 | 0.0% | 0.0% | 111 | +4,534 | 19.13% | Q3 2026 | Oct 22, 2026 |
| MetLife Investment Management, LLC | History | No change | 21,115 | 869 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Holocene Advisors, LP | History | No change | 21,129 | 869 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 21,082 | 867 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Focus Partners Wealth | History | No change | 21,066 | 867 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 20,894 | 859 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, LLC | History | No change | 20,217 | 832 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 19,881 | 818 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 24,972 | 781 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 18,755 | 771 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 23,349 | 731 | 0.0% | 0.0% | 121 | -849 | -3.51% | Q3 2026 | Nov 05, 2026 |
| WINTON GROUP Ltd | History | No change | 17,560 | 722 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of Wyoming | History | Added to | 22,843 | 715 | 0.06% | 0.05% | 123 | +11,681 | 104.65% | Q3 2026 | Oct 28, 2026 |
| Entropy Technologies, LP | History | No change | 17,389 | 715 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 16,601 | 683 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 16,382 | 674 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 16,245 | 668 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Achmea Investment Management B.V. | History | New | 20,688 | 648 | 0.01% | — | 128 | +20,688 | New | Q3 2026 | Oct 30, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 15,600 | 642 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inscription Capital, LLC | History | Added to | 19,909 | 623 | 0.07% | 0.07% | 130 | +453 | 2.33% | Q3 2026 | Nov 02, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 14,895 | 613 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 19,367 | 606 | 0.01% | 0.01% | 132 | +317 | 1.66% | Q3 2026 | Nov 05, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 14,674 | 603 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALPS ADVISORS INC | History | New | 19,030 | 595 | 0.0% | — | 134 | +19,030 | New | Q3 2026 | Nov 02, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 14,221 | 585 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 13,700 | 563 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 13,513 | 556 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 13,469 | 554 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 16,507 | 516 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| BARCLAYS PLC | History | No change | 12,245 | 504 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 12,095 | 497 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLSTATE CORP | History | No change | 12,007 | 494 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 15,600 | 488 | 0.01% | 0.01% | 143 | -500 | -3.11% | Q3 2026 | Oct 20, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 11,875 | 488 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Amundi | History | No change | 11,805 | 485 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 15,300 | 479 | 0.01% | 0.01% | 146 | +300 | 2.0% | Q3 2026 | Oct 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 14,668 | 459 | 0.01% | — | 147 | +14,668 | New | Q3 2026 | Oct 27, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,898 | 448 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 13,514 | 440 | 0.01% | 0.0% | 149 | +7,993 | 144.77% | Q3 2026 | Oct 26, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 10,185 | 419 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 9,810 | 403 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TCTC Holdings, LLC | History | No change | 12,242 | 383 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,276 | 382 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 9,141 | 376 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brevan Howard Capital Management LP | History | No change | 8,952 | 368 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,703 | 358 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 8,368 | 344 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 10,955 | 343 | 0.02% | 0.01% | 158 | +5,268 | 92.63% | Q3 2026 | Oct 13, 2026 |
| Man Group plc | History | No change | 8,310 | 342 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 8,308 | 341 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 8,100 | 333 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SYON CAPITAL LLC | History | No change | 8,042 | 331 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 8,020 | 330 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 10,266 | 321 | 0.01% | 0.05% | 164 | -17,671 | -63.25% | Q3 2026 | Oct 26, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 7,559 | 311 | 0.11% | 0.11% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kera Capital Partners, Inc. | History | No change | 7,532 | 310 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 9,856 | 308 | 0.0% | 0.0% | 168 | +189 | 1.96% | Q3 2026 | Nov 03, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 7,492 | 308 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMALGAMATED BANK | History | Reduced | 9,502 | 298 | 0.0% | 0.0% | 169 | -351 | -3.56% | Q3 2026 | Oct 23, 2026 |
| Quantbot Technologies LP | History | No change | 7,255 | 298 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 9,401 | 294 | 0.0% | 0.0% | 171 | -536 | -5.39% | Q3 2026 | Oct 22, 2026 |
| Summit Global Investments | History | No change | 9,314 | 292 | 0.01% | 0.02% | 172 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 9,263 | 290 | 0.0% | — | 173 | +9,263 | New | Q3 2026 | Oct 28, 2026 |
| Neuberger Berman Group LLC | History | No change | 7,018 | 288 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 6,842 | 281 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 6,791 | 279 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 6,606 | 272 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 8,650 | 270 | 0.0% | 0.0% | 178 | -88 | -1.01% | Q3 2026 | Nov 03, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 8,532 | 267 | 0.0% | 0.0% | 180 | +1,014 | 13.49% | Q3 2026 | Oct 21, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 8,537 | 267 | 0.0% | 0.0% | 179 | -110 | -1.27% | Q3 2026 | Nov 05, 2026 |
| Westhampton Capital, LLC | History | Reduced | 8,500 | 266 | 0.12% | 0.19% | 181 | -2,500 | -22.73% | Q3 2026 | Oct 30, 2026 |
| SG Americas Securities, LLC | History | No change | 6,367 | 262 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cullen Capital Management, LLC | History | No change | 6,274 | 258 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 8,199 | 256 | 0.0% | 0.0% | 185 | +2,890 | 54.44% | Q3 2026 | Nov 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 8,202 | 256 | 0.0% | 0.0% | 184 | -200 | -2.38% | Q3 2026 | Oct 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,106 | 253 | 0.0% | 0.01% | 186 | -5,884 | -42.06% | Q3 2026 | Oct 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5,885 | 242 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | New | 7,616 | 238 | 0.0% | — | 188 | +7,616 | New | Q3 2026 | Nov 03, 2026 |
| Atria Investments, Inc | History | Reduced | 7,376 | 230 | 0.0% | 0.0% | 189 | -177 | -2.34% | Q3 2026 | Oct 15, 2026 |
| Olympiad Research LP | History | New | 7,228 | 226 | 0.29% | — | 190 | +7,228 | New | Q3 2026 | Nov 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,354 | 220 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 5,319 | 218 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 5,251 | 216 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 5,013 | 206 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swedbank AB | History | No change | 6,463 | 202 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Jump Financial, LLC | History | No change | 4,894 | 201 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 5,935 | 185 | 0.0% | 0.0% | 197 | +1,287 | 27.69% | Q3 2026 | Oct 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,081 | 167 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 5,311 | 166 | 0.0% | 0.0% | 199 | +4,967 | 1443.9% | Q3 2026 | Nov 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 5,329 | 166 | 0.02% | 0.02% | 200 | -444 | -7.69% | Q3 2026 | Oct 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,833 | 158 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 3,387 | 139 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,281 | 135 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bayforest Capital Ltd | History | Added to | 4,240 | 132 | 0.2% | 0.11% | 204 | +1,285 | 43.49% | Q3 2026 | Nov 03, 2026 |
| Larson Financial Group LLC | History | Added to | 4,111 | 128 | 0.0% | 0.0% | 205 | +3,996 | 3474.78% | Q3 2026 | Nov 05, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,961 | 121 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,923 | 120 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,711 | 116 | 0.01% | 0.01% | 208 | +1,049 | 39.41% | Q3 2026 | Oct 01, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2,374 | 74 | 0.01% | — | 209 | +2,374 | New | Q3 2026 | Oct 29, 2026 |
| Nykredit A/S | History | No change | 1,746 | 71 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,670 | 69 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,181 | 68 | 0.0% | 0.0% | 212 | -428 | -16.4% | Q3 2026 | Oct 08, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 1,497 | 46 | 0.0% | 0.0% | 213 | +1,435 | 2314.52% | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | New | 1,101 | 34 | 0.0% | — | 216 | +1,101 | New | Q3 2026 | Oct 21, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,117 | 34 | 0.01% | 0.0% | 215 | +1,089 | 3889.29% | Q3 2026 | Oct 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,087 | 34 | 0.0% | 0.0% | 214 | -129 | -10.61% | Q3 2026 | Nov 05, 2026 |
| UMB Bank, n.a. | History | No change | 794 | 32 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KBC Group NV | History | No change | 1,007 | 32 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 779 | 32 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 986 | 30 | 0.0% | 0.0% | 220 | +95 | 10.66% | Q3 2026 | Oct 28, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 750 | 30 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 847 | 26 | 0.0% | — | 222 | +842 | 16840.0% | Q3 2026 | Oct 16, 2026 |
| IFG Advisory, LLC | History | No change | 619 | 25 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 704 | 22 | 0.0% | 0.01% | 224 | -7,715 | -91.64% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | No change | 548 | 22 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 548 | 17 | 0.0% | 0.0% | 226 | +327 | 147.96% | Q3 2026 | Oct 23, 2026 |
| Banque Transatlantique SA | History | No change | 394 | 16 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 379 | 15 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| True Wealth Design, LLC | History | Added to | 426 | 13 | 0.0% | 0.0% | 229 | +89 | 26.41% | Q3 2026 | Oct 13, 2026 |
| Elyxium Wealth, LLC | History | New | 390 | 12 | 0.0% | — | 232 | +390 | New | Q3 2026 | Oct 27, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 407 | 12 | 0.0% | 0.0% | 230 | -275 | -40.32% | Q3 2026 | Oct 29, 2026 |
| Financial Avengers, Inc. | History | No change | 302 | 12 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 268 | 11 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 267 | 10 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Added to | 317 | 9 | 0.0% | 0.0% | 238 | +180 | 131.39% | Q3 2026 | Oct 14, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 290 | 9 | 0.0% | 0.0% | 236 | -104 | -26.4% | Q3 2026 | Oct 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 306 | 9 | 0.0% | 0.0% | 235 | -50 | -14.04% | Q3 2026 | Nov 04, 2026 |
| Covestor Ltd | History | Reduced | 266 | 9 | 0.01% | 0.01% | 237 | -19 | -6.67% | Q3 2026 | Oct 30, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 272 | 8 | 0.0% | — | 241 | +272 | New | Q3 2026 | Oct 16, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 261 | 8 | 0.0% | 0.0% | 239 | +23 | 9.66% | Q3 2026 | Oct 27, 2026 |
| Optiver Holding B.V. | History | No change | 202 | 8 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GoalVest Advisory LLC | History | New | 255 | 7 | 0.0% | — | 243 | +255 | New | Q3 2026 | Oct 02, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 172 | 7 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 148 | 6 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | New | 179 | 5 | 0.0% | — | 247 | +179 | New | Q3 2026 | Oct 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 169 | 5 | 0.0% | 0.0% | 245 | +94 | 125.33% | Q3 2026 | Oct 08, 2026 |
| Private Wealth Management Group, LLC | History | No change | 177 | 5 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Parallel Advisors, LLC | History | Reduced | 155 | 4 | 0.0% | 0.0% | 249 | -127 | -45.04% | Q3 2026 | Nov 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 100 | 4 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 100 | 4 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 127 | 3 | 0.0% | 0.0% | 251 | -27 | -17.53% | Q3 2026 | Oct 05, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 104 | 3 | 0.0% | 0.0% | 252 | -14 | -11.86% | Q3 2026 | Oct 20, 2026 |
| Clearstead Trust, LLC | History | No change | 88 | 3 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triumph Capital Management | History | No change | 100 | 3 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Continuum Advisory, LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 81 | 3 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 67 | 2 | 0.0% | — | 261 | +67 | New | Q3 2026 | Oct 27, 2026 |
| WPG Advisers, LLC | History | Reduced | 90 | 2 | 0.0% | 0.0% | 260 | -20 | -18.18% | Q3 2026 | Oct 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 69 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 52 | 2 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | No change | 75 | 2 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Spire Wealth Management | History | Reduced | 49 | 1 | 0.0% | 0.0% | 267 | -19 | -27.94% | Q3 2026 | Oct 30, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 40 | 1 | 0.0% | 0.0% | 271 | -7 | -14.89% | Q3 2026 | Nov 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 33 | 1 | 0.0% | 0.0% | 266 | +3 | 10.0% | Q3 2026 | Oct 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 42 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 29 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Johnson Financial Group, Inc. | History | No change | 46 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| POM Investment Strategies, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Quarry LP | History | No change | 44 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 37 | 1 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 30 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 29 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -31,539 | -100.0% | Q3 2026 | Oct 16, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,389 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,042 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,375 | -100.0% | Q3 2026 | Oct 09, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,163 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Daytona Street Capital LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,000 | -100.0% | Q3 2026 | Oct 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2026 | Oct 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 30 | 0 | — | — | — | +15 | 100.0% | Q3 2026 | Oct 22, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2026 | Nov 04, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 22 | 0 | — | — | — | +6 | 37.5% | Q3 2026 | Oct 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Nov 03, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 3 | 0 | — | — | — | -5 | -62.5% | Q3 2026 | Oct 09, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Davis Capital Management | History | Added to | 6 | 0 | — | — | — | +4 | 200.0% | Q3 2026 | Oct 08, 2026 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Latitude Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 27, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crewe Advisors LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 30 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Evolution Advisers, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |