CRISPR Therapeutics AG - CRSP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARK Investment Management LLC | History | Reduced | 9,460,939 | 515,999 | 3.35% | 4.19% | 1 | -1,852,684 | -16.38% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 8,348,977 | 455,353 | 0.01% | 0.01% | 2 | +668,904 | 8.71% | Q2 2026 | Aug 07, 2026 |
| Orbis Allan Gray Ltd | History | Reduced | 5,449,161 | 297,197 | 1.02% | 1.23% | 3 | -656,850 | -10.76% | Q2 2026 | Aug 14, 2026 |
| Capital World Investors | History | Added to | 4,749,525 | 259,039 | 0.03% | 0.03% | 4 | +24,488 | 0.52% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 4,321,666 | 235,703 | 0.01% | 0.01% | 5 | +339,166 | 8.52% | Q2 2026 | Sep 22, 2026 |
| GSK plc | History | No change | 3,220,627 | 175,652 | 29.17% | 25.57% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,509,915 | 136,919 | 0.01% | 0.01% | 7 | +132,751 | 5.58% | Q2 2026 | Aug 12, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 2,053,017 | 111,972 | 0.07% | 0.1% | 8 | -899,578 | -30.47% | Q2 2026 | Aug 14, 2026 |
| SR ONE CAPITAL MANAGEMENT, LP | History | No change | 2,038,763 | 111,194 | 10.7% | 10.59% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,988,621 | 108,459 | 0.08% | 0.06% | 10 | +505,570 | 34.09% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 1,908,503 | 104,089 | 0.0% | 0.0% | 11 | -46,191 | -2.36% | Q2 2026 | Aug 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 1,720,734 | 93,848 | 0.05% | 0.06% | 12 | -133,141 | -7.18% | Q2 2026 | Jul 30, 2026 |
| Amova Asset Management Americas, Inc. | History | Reduced | 1,720,097 | 93,762 | 1.21% | 1.25% | 13 | -133,778 | -7.22% | Q2 2026 | Aug 13, 2026 |
| EcoR1 Capital, LLC | History | No change | 1,389,276 | 75,771 | 3.68% | 2.8% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 1,319,999 | 71,992 | 0.01% | 0.01% | 15 | -442,531 | -25.11% | Q2 2026 | Aug 13, 2026 |
| Capital International Investors | History | Added to | 1,268,407 | 69,178 | 0.01% | 0.01% | 16 | +81,613 | 6.88% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,181,847 | 64,457 | 0.0% | 0.0% | 17 | +39,304 | 3.44% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,155,105 | 62,999 | 0.0% | 0.0% | 18 | +172,033 | 17.5% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,091,278 | 59,518 | 0.0% | 0.01% | 19 | -555,828 | -33.75% | Q2 2026 | Aug 14, 2026 |
| NEA Management Company, LLC | History | No change | 1,058,570 | 57,734 | 3.64% | 2.86% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,057,837 | 57,694 | 0.01% | 0.01% | 21 | +18,488 | 1.78% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,012,096 | 55,199 | 0.01% | 0.01% | 22 | -335,456 | -24.89% | Q2 2026 | Sep 02, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,008,112 | 54,982 | 0.03% | 0.0% | 23 | +865,412 | 606.46% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 879,949 | 47,992 | 0.0% | 0.0% | 24 | +211,807 | 31.7% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 863,091 | 47,072 | 0.01% | 0.01% | 25 | +60,910 | 7.59% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 648,713 | 35,380 | 0.0% | 0.0% | 26 | +101,887 | 18.63% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 570,309 | 31,104 | 0.01% | 0.01% | 27 | +3,509 | 0.62% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 570,040 | 31,089 | 0.01% | 0.01% | 28 | +27,358 | 5.04% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 431,669 | 24,569 | 0.0% | 0.0% | 29 | -57,970 | -11.84% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 439,732 | 23,982 | 0.01% | 0.01% | 30 | +62,554 | 16.58% | Q2 2026 | Aug 14, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Reduced | 381,991 | 20,833 | 1.33% | 1.45% | 31 | -18,886 | -4.71% | Q2 2026 | Jul 31, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 341,480 | 18,624 | 0.0% | 0.01% | 32 | -486,620 | -58.76% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 326,761 | 17,821 | 0.0% | 0.0% | 33 | +15,378 | 4.94% | Q2 2026 | Aug 06, 2026 |
| PEAK6 LLC | History | Reduced | 305,916 | 16,684 | 0.03% | 0.05% | 34 | -169,788 | -35.69% | Q2 2026 | Aug 12, 2026 |
| Logos Global Management LP | History | New | 300,000 | 16,362 | 0.7% | — | 35 | +300,000 | New | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 290,989 | 15,870 | 0.02% | 0.01% | 36 | +117,314 | 67.55% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | Added to | 277,952 | 15,159 | 0.12% | 0.07% | 37 | +170,513 | 158.71% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 275,375 | 15,034 | 0.0% | 0.0% | 38 | -218,843 | -44.28% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 272,372 | 14,855 | 0.0% | 0.0% | 39 | -141,848 | -34.24% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | New | 270,756 | 14,767 | 0.0% | — | 40 | +270,756 | New | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 263,169 | 14,353 | 0.0% | 0.0% | 41 | -17,540 | -6.25% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 250,840 | 13,680 | 0.02% | 0.04% | 42 | -147,661 | -37.05% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 250,614 | 13,669 | 0.0% | 0.0% | 43 | -36,225 | -12.63% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 242,266 | 13,213 | 0.12% | 0.14% | 44 | -14,513 | -5.65% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 231,988 | 12,652 | 0.0% | 0.0% | 45 | +11,714 | 5.32% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 216,316 | 11,797 | 0.0% | 0.0% | 46 | +115,346 | 114.24% | Q2 2026 | Aug 03, 2026 |
| Nuveen, LLC | History | Added to | 203,089 | 11,076 | 0.0% | 0.0% | 47 | +12,323 | 6.46% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 173,045 | 9,438 | 0.0% | 0.0% | 48 | +9,325 | 5.7% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | Added to | 170,584 | 9,303 | 0.04% | 0.04% | 49 | +36,487 | 27.21% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Reduced | 169,200 | 9,228 | 0.0% | 0.0% | 50 | -500 | -0.29% | Q2 2026 | Aug 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 164,026 | 8,945 | 0.14% | 0.07% | 51 | +58,653 | 55.66% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Added to | 163,810 | 8,934 | 0.0% | 0.0% | 52 | +88,170 | 116.57% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 153,581 | 8,376 | 0.0% | 0.0% | 53 | +1,539 | 1.01% | Q2 2026 | Aug 07, 2026 |
| Versant Venture Management, LLC | History | No change | 148,831 | 8,117 | 4.99% | 5.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 142,213 | 7,989 | 0.01% | 0.01% | 55 | -11,794 | -7.66% | Q2 2026 | Jul 30, 2026 |
| Life Cycle Investment Partners Ltd | History | New | 143,692 | 7,836 | 0.04% | — | 56 | +143,692 | New | Q2 2026 | Aug 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 142,602 | 7,777 | 0.01% | 0.01% | 57 | -15,814 | -9.98% | Q2 2026 | Aug 04, 2026 |
| HRT FINANCIAL LP | History | Added to | 142,564 | 7,774 | 0.01% | 0.01% | 58 | +72,032 | 102.13% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 139,462 | 7,606 | 0.0% | 0.0% | 59 | +18,974 | 15.75% | Q2 2026 | Aug 12, 2026 |
| Walleye Trading LLC | History | Added to | 138,395 | 7,548 | 0.01% | 0.01% | 60 | +21,409 | 18.3% | Q2 2026 | Aug 03, 2026 |
| SFE Investment Counsel | History | Added to | 33,065 | 7,121 | 0.96% | 0.11% | 61 | +18,945 | 134.17% | Q2 2026 | Aug 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 128,583 | 7,013 | 0.0% | 0.0% | 62 | +23,583 | 22.46% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 122,658 | 6,701 | 0.01% | 0.01% | 63 | +27,942 | 29.5% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 121,511 | 6,627 | 0.0% | 0.0% | 64 | +6,689 | 5.83% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | No change | 116,847 | 6,373 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 111,129 | 6,060 | 0.03% | 0.02% | 66 | +4,467 | 4.19% | Q2 2026 | Jul 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 110,689 | 6,036 | 0.2% | 0.13% | 67 | +21,006 | 23.42% | Q2 2026 | Jul 24, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 109,453 | 5,969 | 0.04% | 0.04% | 68 | +1,082 | 1.0% | Q2 2026 | Jul 07, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 107,529 | 5,864 | 0.31% | — | 69 | +107,529 | New | Q2 2026 | Aug 03, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 102,669 | 5,599 | 0.0% | 0.0% | 70 | -13,438 | -11.57% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 101,854 | 5,555 | 0.0% | 0.0% | 71 | +18,498 | 22.19% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 101,649 | 5,543 | 0.01% | 0.01% | 72 | +28,324 | 38.63% | Q2 2026 | Aug 13, 2026 |
| Capital International Sarl | History | Reduced | 101,238 | 5,521 | 0.08% | 0.08% | 73 | -1,040 | -1.02% | Q2 2026 | Aug 12, 2026 |
| Affinity Asset Advisors, LLC | History | Reduced | 100,000 | 5,454 | 0.25% | 0.37% | 74 | -50,000 | -33.33% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 114,337 | 5,439 | 0.0% | 0.0% | 75 | +17,980 | 18.66% | Q2 2026 | Aug 14, 2026 |
| CLOUGH CAPITAL PARTNERS L P | History | Added to | 98,337 | 5,363 | 0.44% | 0.11% | 76 | +73,652 | 298.37% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 98,168 | 5,354 | 0.0% | 0.01% | 77 | -3,064 | -3.03% | Q2 2026 | Aug 24, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 94,838 | 5,172 | 0.01% | 0.01% | 78 | +8,809 | 10.24% | Q2 2026 | Aug 11, 2026 |
| Slow Capital, Inc. | History | Added to | 92,894 | 5,066 | 0.59% | 0.56% | 79 | +1,671 | 1.83% | Q2 2026 | Jul 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 92,537 | 5,046 | 0.04% | 0.03% | 80 | +30,114 | 48.24% | Q2 2026 | Jul 27, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 92,027 | 5,019 | 0.01% | 0.0% | 81 | +69,754 | 313.18% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 89,242 | 4,867 | 0.02% | 0.02% | 82 | -6,528 | -6.82% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 86,550 | 4,720 | 0.0% | 0.0% | 83 | +9,688 | 12.6% | Q2 2026 | Aug 13, 2026 |
| CREDIT AGRICOLE S A | History | New | 85,930 | 4,686 | 0.01% | — | 84 | +85,930 | New | Q2 2026 | Aug 14, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | Reduced | 83,897 | 4,575 | 0.28% | 0.34% | 85 | -8,584 | -9.28% | Q2 2026 | Aug 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | New | 82,547 | 4,502 | 0.02% | — | 86 | +82,547 | New | Q2 2026 | Jul 30, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 81,212 | 4,429 | 0.01% | 0.01% | 87 | -7,399 | -8.35% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 79,501 | 4,335 | 0.01% | 0.0% | 88 | +19,445 | 32.38% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | New | 77,960 | 4,251 | 0.0% | — | 89 | +77,960 | New | Q2 2026 | Aug 04, 2026 |
| Trexquant Investment LP | History | Reduced | 77,471 | 4,225 | 0.02% | 0.04% | 90 | -49,710 | -39.09% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 76,900 | 4,194 | 0.01% | 0.01% | 91 | -1,588 | -2.02% | Q2 2026 | Jul 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 76,266 | 4,159 | 0.0% | 0.0% | 92 | +28,818 | 60.74% | Q2 2026 | Aug 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 75,000 | 4,090 | 0.0% | 0.0% | 93 | -66,107 | -46.85% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 73,847 | 4,055 | 0.0% | 0.0% | 94 | +10,181 | 15.99% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Reduced | 73,194 | 3,992 | 0.01% | 0.01% | 95 | -16,867 | -18.73% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 70,081 | 3,822 | 0.0% | 0.0% | 96 | -12,125 | -14.75% | Q2 2026 | Sep 23, 2026 |
| Caption Management, LLC | History | Added to | 70,000 | 3,817 | 0.02% | 0.02% | 97 | +13,000 | 22.81% | Q2 2026 | Aug 14, 2026 |
| Shah Wealth Advisors, LLC | History | New | 69,060 | 3,766 | 0.87% | — | 98 | +69,060 | New | Q2 2026 | Aug 07, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 65,880 | 3,593 | 0.04% | 0.07% | 99 | -30,940 | -31.96% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 64,989 | 3,544 | 0.0% | 0.0% | 100 | +872 | 1.36% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | Added to | 59,032 | 3,219 | 0.05% | 0.04% | 101 | +9,326 | 18.76% | Q2 2026 | Aug 14, 2026 |
| CAPITAL INTERNATIONAL LTD /CA/ | History | No change | 56,066 | 3,057 | 0.1% | 0.1% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 55,833 | 3,045 | 0.01% | 0.02% | 103 | -34,503 | -38.19% | Q2 2026 | Aug 14, 2026 |
| Green Alpha Advisors, LLC | History | Reduced | 55,804 | 3,043 | 2.04% | 2.67% | 104 | -1,218 | -2.14% | Q2 2026 | Aug 11, 2026 |
| Walleye Capital LLC | History | Added to | 54,736 | 2,985 | 0.01% | 0.01% | 105 | +5,721 | 11.67% | Q2 2026 | Aug 03, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 54,488 | 2,971 | 0.03% | 0.03% | 106 | -1,018 | -1.83% | Q2 2026 | Jul 24, 2026 |
| MetLife Investment Management, LLC | History | Added to | 54,243 | 2,958 | 0.01% | 0.01% | 107 | +4,607 | 9.28% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 52,610 | 2,869 | 0.0% | 0.0% | 108 | +4,621 | 9.63% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 52,368 | 2,856 | 0.0% | 0.0% | 109 | -6,877 | -11.61% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 51,128 | 2,788 | 0.01% | 0.01% | 110 | -1,418 | -2.7% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 50,000 | 2,727 | 0.02% | 0.0% | 111 | +48,479 | 3187.31% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 46,210 | 2,520 | 0.01% | 0.0% | 112 | +8,218 | 21.63% | Q2 2026 | Jul 27, 2026 |
| Privium Fund Management B.V. | History | Added to | 44,974 | 2,452 | 0.45% | 0.42% | 113 | +2,100 | 4.9% | Q2 2026 | Aug 07, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 43,900 | 2,394 | 0.0% | 0.0% | 114 | +27,500 | 167.68% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 43,100 | 2,350 | 0.0% | 0.0% | 115 | -800 | -1.82% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 42,389 | 2,311 | 0.0% | 0.0% | 116 | -4,676 | -9.94% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 40,879 | 2,229 | 0.0% | 0.0% | 117 | -16,375 | -28.6% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 40,825 | 2,226 | 0.0% | 0.0% | 118 | -2,952 | -6.74% | Q2 2026 | Sep 09, 2026 |
| Jupiter Topco LLC | History | New | 40,274 | 2,195 | 0.0% | — | 119 | +40,274 | New | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 39,772 | 2,169 | 0.0% | 0.0% | 120 | +1,589 | 4.16% | Q2 2026 | Aug 12, 2026 |
| Palo Alto Investors LP | History | No change | 39,605 | 2,160 | 0.3% | 0.29% | 121 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 37,269 | 2,032 | 0.0% | 0.0% | 122 | -1,966 | -5.01% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 35,490 | 1,935 | 0.01% | 0.01% | 123 | -191 | -0.54% | Q2 2026 | Aug 12, 2026 |
| Moran Wealth Management, LLC | History | Added to | 35,374 | 1,929 | 0.05% | 0.04% | 124 | +10,072 | 39.81% | Q2 2026 | Aug 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 40,274 | 1,916 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Canal Insurance CO | History | No change | 35,100 | 1,914 | 0.42% | 0.36% | 126 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Handelsbanken Fonder AB | History | Added to | 35,000 | 1,909 | 0.01% | 0.0% | 127 | +8,100 | 30.11% | Q2 2026 | Jul 10, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 34,828 | 1,899 | 0.0% | 0.0% | 128 | -41 | -0.12% | Q2 2026 | Aug 14, 2026 |
| Capital International, Inc./CA/ | History | Added to | 34,560 | 1,884 | 0.01% | 0.01% | 129 | +220 | 0.64% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | Reduced | 33,841 | 1,845 | 0.0% | 0.0% | 130 | -970 | -2.79% | Q2 2026 | Aug 27, 2026 |
| Creative Planning | History | Reduced | 33,065 | 1,803 | 0.0% | 0.0% | 131 | -4,543 | -12.08% | Q2 2026 | Aug 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 32,892 | 1,793 | 0.2% | 0.22% | 132 | -5,961 | -15.34% | Q2 2026 | Jul 22, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 32,800 | 1,788 | 0.0% | 0.0% | 133 | +4,800 | 17.14% | Q2 2026 | Jul 29, 2026 |
| Bouvel Investment Partners, LLC | History | Reduced | 32,466 | 1,770 | 0.4% | 0.45% | 134 | -53 | -0.16% | Q2 2026 | Jul 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 32,424 | 1,768 | 0.0% | 0.0% | 135 | +878 | 2.78% | Q2 2026 | Aug 11, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 31,065 | 1,694 | 0.07% | 0.3% | 136 | -92,373 | -74.83% | Q2 2026 | Sep 15, 2026 |
| Encore Global Management, LP | History | New | 30,557 | 1,666 | 1.64% | — | 137 | +30,557 | New | Q2 2026 | Aug 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 30,485 | 1,662 | 0.05% | 0.04% | 138 | +4,407 | 16.9% | Q2 2026 | Jul 08, 2026 |
| XTX Topco Ltd | History | Added to | 29,279 | 1,596 | 0.02% | 0.01% | 139 | +22,536 | 334.21% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | New | 29,167 | 1,590 | 0.01% | — | 140 | +29,167 | New | Q2 2026 | Aug 06, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 29,083 | 1,586 | 0.04% | 0.07% | 141 | -11,926 | -29.08% | Q2 2026 | Aug 11, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 28,893 | 1,575 | 0.01% | 0.05% | 142 | -106,236 | -78.62% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 28,597 | 1,559 | 0.0% | 0.0% | 143 | +6,329 | 28.42% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 28,185 | 1,537 | 0.0% | 0.0% | 144 | +24,448 | 654.21% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 27,501 | 1,499 | 0.01% | 0.01% | 145 | +2,778 | 11.24% | Q2 2026 | Jul 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 27,433 | 1,496 | 0.0% | 0.0% | 146 | +5,914 | 27.48% | Q2 2026 | Aug 10, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 27,270 | 1,487 | 0.01% | 0.01% | 147 | -2,043 | -6.97% | Q2 2026 | Aug 04, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 26,916 | 1,467 | 0.05% | 0.05% | 148 | +2,350 | 9.57% | Q2 2026 | Jul 21, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 26,826 | 1,463 | 0.0% | 0.0% | 149 | -1,555 | -5.48% | Q2 2026 | Aug 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 25,350 | 1,382 | 0.09% | 0.08% | 150 | +6,594 | 35.16% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 25,262 | 1,377 | 0.0% | 0.0% | 151 | +637 | 2.59% | Q2 2026 | Aug 13, 2026 |
| Deuterium Capital Management, LLC | History | No change | 25,000 | 1,363 | 1.48% | 1.38% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 24,652 | 1,344 | 0.0% | 0.0% | 153 | -352 | -1.41% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 25,163 | 1,342 | 0.0% | 0.0% | 154 | -1,514 | -5.68% | Q2 2026 | Jul 15, 2026 |
| Hedges Asset Management LLC | History | New | 24,575 | 1,340 | 0.88% | — | 156 | +24,575 | New | Q2 2026 | Jul 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 24,577 | 1,340 | 0.0% | 0.0% | 155 | -4,522 | -15.54% | Q2 2026 | Aug 13, 2026 |
| Headlands Technologies LLC | History | Added to | 24,180 | 1,318 | 0.14% | 0.09% | 157 | +6,787 | 39.02% | Q2 2026 | Aug 12, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 24,065 | 1,312 | 0.18% | 0.03% | 158 | +6,602 | 37.81% | Q2 2026 | Jul 31, 2026 |
| Jefferies Financial Group Inc. | History | New | 24,001 | 1,309 | 0.01% | — | 159 | +24,001 | New | Q2 2026 | Aug 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 23,478 | 1,305 | 0.0% | 0.0% | 160 | +17,546 | 295.79% | Q2 2026 | Aug 13, 2026 |
| Ipswich Investment Management Co., Inc. | History | Added to | 23,798 | 1,297 | 0.27% | 0.26% | 161 | +265 | 1.13% | Q2 2026 | Jul 16, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 23,648 | 1,289 | 0.13% | 0.13% | 162 | -23,902 | -50.27% | Q2 2026 | Jul 16, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 23,351 | 1,273 | 0.3% | 0.2% | 163 | +8,457 | 56.78% | Q2 2026 | Aug 11, 2026 |
| Arizona State Retirement System | History | Reduced | 23,271 | 1,269 | 0.01% | 0.01% | 164 | -288 | -1.22% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 23,168 | 1,264 | 0.0% | 0.0% | 165 | +860 | 3.86% | Q2 2026 | Aug 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 22,976 | 1,253 | 0.02% | 0.02% | 166 | +2,910 | 14.5% | Q2 2026 | Aug 07, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 22,697 | 1,237 | 0.01% | 0.01% | 167 | -2,302 | -9.21% | Q2 2026 | Aug 10, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 22,558 | 1,230 | 0.0% | 0.0% | 168 | +11,785 | 109.39% | Q2 2026 | Aug 12, 2026 |
| Jain Global LLC | History | New | 21,700 | 1,183 | 0.0% | — | 170 | +21,700 | New | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 21,694 | 1,183 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Raiffeisen Bank International AG | History | New | 20,000 | 1,127 | 0.01% | — | 171 | +20,000 | New | Q2 2026 | Aug 03, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 20,580 | 1,122 | 0.01% | 0.01% | 172 | -873 | -4.07% | Q2 2026 | Aug 14, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | No change | 20,500 | 1,118 | 0.86% | 0.91% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 20,472 | 1,116 | 0.03% | 0.03% | 174 | +12 | 0.06% | Q2 2026 | Aug 07, 2026 |
| Inspire Advisors, LLC | History | Added to | 19,880 | 1,084 | 0.08% | 0.08% | 175 | +116 | 0.59% | Q2 2026 | Aug 13, 2026 |
| Farrow Financial, Inc. | History | Added to | 19,643 | 1,071 | 0.57% | 0.46% | 176 | +2,664 | 15.69% | Q2 2026 | Aug 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 19,578 | 1,067 | 0.0% | — | 177 | +19,578 | New | Q2 2026 | Aug 11, 2026 |
| STRS OHIO | History | Added to | 19,323 | 1,053 | 0.0% | 0.0% | 178 | +1,400 | 7.81% | Q2 2026 | Jul 30, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 19,124 | 1,043 | 0.0% | 0.0% | 179 | -704 | -3.55% | Q2 2026 | Aug 03, 2026 |
| Abu Dhabi Investment Council Co P.J.S.C | History | No change | 18,958 | 1,033 | 0.14% | 0.09% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 18,900 | 1,030 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 18,163 | 990 | 0.01% | 0.01% | 182 | +39 | 0.22% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Added to | 17,880 | 975 | 0.04% | 0.0% | 183 | +16,481 | 1178.06% | Q2 2026 | Aug 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 17,780 | 969 | 0.01% | 0.01% | 184 | -900 | -4.82% | Q2 2026 | Aug 25, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 17,665 | 963 | 0.0% | 0.0% | 185 | -6,052 | -25.52% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 17,292 | 943 | 0.0% | 0.0% | 187 | -3,760 | -17.86% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 17,295 | 943 | 0.01% | 0.01% | 186 | +330 | 1.95% | Q2 2026 | Aug 12, 2026 |
| EagleClaw Capital Managment, LLC | History | New | 17,050 | 929 | 0.12% | — | 188 | +17,050 | New | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 16,341 | 891 | 0.01% | 0.0% | 189 | +4,050 | 32.95% | Q2 2026 | Aug 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 16,079 | 876 | 0.01% | 0.0% | 190 | +10,560 | 191.34% | Q2 2026 | Aug 13, 2026 |
| Kassira Wealth Management LLC | History | Added to | 15,839 | 863 | 0.69% | 0.69% | 191 | +50 | 0.32% | Q2 2026 | Aug 07, 2026 |
| ProShare Advisors LLC | History | Reduced | 15,775 | 860 | 0.0% | 0.0% | 192 | -2,152 | -12.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,408 | 840 | 0.0% | 0.0% | 193 | +1,846 | 13.61% | Q2 2026 | Aug 19, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 15,350 | 837 | 0.05% | 0.06% | 194 | -1,683 | -9.88% | Q2 2026 | Jul 24, 2026 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | History | No change | 15,000 | 818 | 0.33% | 0.37% | 195 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 14,945 | 815 | 0.0% | 0.0% | 196 | -3,590 | -19.37% | Q2 2026 | Aug 12, 2026 |
| Jacobs Equity LLC | History | Added to | 14,675 | 800 | 0.55% | 0.49% | 197 | +3,085 | 26.62% | Q2 2026 | Aug 14, 2026 |
| SAXON INTERESTS, INC. | History | No change | 14,596 | 796 | 0.22% | 0.24% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 14,114 | 769 | 0.01% | 0.02% | 199 | +40 | 0.28% | Q2 2026 | Jul 28, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 13,178 | 739 | 0.0% | 0.0% | 200 | +326 | 2.54% | Q2 2026 | Aug 10, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 12,459 | 679 | 0.01% | 0.0% | 201 | +6,823 | 121.06% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 12,245 | 667 | 0.0% | 0.0% | 202 | -3,580 | -22.62% | Q2 2026 | Aug 14, 2026 |
| Capital Group Investment Management Pte. Ltd. | History | No change | 11,707 | 638 | 0.1% | 0.1% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 11,400 | 621 | 0.01% | 0.02% | 204 | -36 | -0.31% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 11,315 | 617 | 0.0% | 0.0% | 205 | +1,378 | 13.87% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 11,307 | 616 | 0.0% | 0.0% | 206 | -778 | -6.44% | Q2 2026 | Aug 18, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Reduced | 11,234 | 612 | 0.13% | 0.39% | 207 | -23,500 | -67.66% | Q2 2026 | Jul 08, 2026 |
| Entropy Technologies, LP | History | Reduced | 11,220 | 611 | 0.02% | 0.03% | 208 | -2,847 | -20.24% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 11,195 | 610 | 0.0% | 0.0% | 209 | +627 | 5.93% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 11,100 | 605 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | No change | 11,111 | 605 | 0.02% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 10,847 | 591 | 0.02% | 0.02% | 212 | +6,309 | 139.03% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | New | 10,730 | 585 | 0.01% | — | 213 | +10,730 | New | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 10,687 | 582 | 0.01% | 0.01% | 214 | +1,071 | 11.14% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | Added to | 10,613 | 578 | 0.0% | 0.0% | 215 | +511 | 5.06% | Q2 2026 | Jul 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 10,555 | 575 | 0.01% | 0.01% | 216 | -509 | -4.6% | Q2 2026 | Jul 28, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 10,490 | 572 | 0.09% | — | 217 | +10,490 | New | Q2 2026 | Aug 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,341 | 563 | 0.05% | — | 218 | +10,341 | New | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Reduced | 10,089 | 550 | 0.0% | 0.0% | 219 | -927 | -8.42% | Q2 2026 | Aug 11, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 10,101 | 550 | 0.01% | 0.01% | 220 | -233 | -2.25% | Q2 2026 | Jul 31, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 9,832 | 536 | 0.0% | 0.0% | 221 | -1,262 | -11.38% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | New | 9,634 | 525 | 0.06% | — | 222 | +9,634 | New | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 9,589 | 522 | 0.0% | 0.0% | 223 | -471 | -4.68% | Q2 2026 | Aug 12, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 9,539 | 520 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 9,353 | 510 | 0.01% | 0.01% | 225 | -443 | -4.52% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 9,316 | 508 | 0.0% | 0.0% | 226 | +1,915 | 25.87% | Q2 2026 | Aug 07, 2026 |
| Advisor OS, LLC | History | Reduced | 9,249 | 504 | 0.03% | 0.03% | 227 | -258 | -2.71% | Q2 2026 | Aug 05, 2026 |
| XPONANCE LLC | History | Added to | 9,182 | 500 | 0.0% | 0.0% | 228 | +746 | 8.84% | Q2 2026 | Aug 10, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 9,156 | 499 | 0.08% | 0.09% | 229 | -346 | -3.64% | Q2 2026 | Aug 11, 2026 |
| Norris Financial Group, LLC | History | Added to | 9,061 | 494 | 0.2% | 0.11% | 230 | +1,804 | 24.86% | Q2 2026 | Aug 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,961 | 489 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tyche Wealth Partners LLC | History | No change | 8,950 | 488 | 0.07% | 0.07% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independent Advisor Alliance | History | Added to | 8,844 | 482 | 0.01% | 0.0% | 233 | +937 | 11.85% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 8,799 | 479 | 0.01% | 0.01% | 234 | +99 | 1.14% | Q2 2026 | Aug 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 8,658 | 472 | 0.0% | 0.0% | 235 | +295 | 3.53% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 8,602 | 469 | 0.0% | 0.0% | 236 | +57 | 0.67% | Q2 2026 | Aug 07, 2026 |
| PFG Investments, LLC | History | Reduced | 8,587 | 468 | 0.02% | 0.02% | 237 | -339 | -3.8% | Q2 2026 | Jul 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 8,503 | 463 | 0.02% | 0.02% | 238 | +500 | 6.25% | Q2 2026 | Jul 23, 2026 |
| Jupiter Wealth Management LLC | History | No change | 8,500 | 463 | 0.19% | 0.18% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 8,462 | 461 | 0.01% | 0.01% | 240 | +987 | 13.2% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 8,350 | 455 | 0.01% | 0.01% | 241 | +543 | 6.96% | Q2 2026 | Jul 22, 2026 |
| E Fund Management Co., Ltd. | History | Reduced | 8,239 | 449 | 0.01% | 0.02% | 242 | -3,372 | -29.04% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 8,217 | 448 | 0.0% | 0.0% | 243 | +4,664 | 131.27% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,173 | 445 | 0.0% | 0.0% | 244 | -29 | -0.35% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | Added to | 8,146 | 444 | 0.0% | 0.0% | 245 | +1,206 | 17.38% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Added to | 8,030 | 438 | 0.0% | 0.0% | 246 | +1,211 | 17.76% | Q2 2026 | Aug 14, 2026 |
| Z3 Capital Partners, LLC | History | Added to | 8,000 | 436 | 0.09% | 0.08% | 247 | +1,750 | 28.0% | Q2 2026 | Jul 28, 2026 |
| ALLSTATE CORP | History | New | 7,994 | 435 | 0.0% | — | 248 | +7,994 | New | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,956 | 433 | 0.0% | 0.0% | 249 | -995 | -11.12% | Q2 2026 | Jul 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 7,886 | 430 | 0.0% | 0.0% | 250 | -2,617 | -24.92% | Q2 2026 | Aug 12, 2026 |
| Caprock Group, LLC | History | Added to | 7,593 | 414 | 0.01% | 0.01% | 251 | +2,943 | 63.29% | Q2 2026 | Jul 27, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 7,314 | 398 | 0.01% | 0.01% | 252 | -1,301 | -15.1% | Q2 2026 | Jul 22, 2026 |
| CHOREO, LLC | History | Added to | 7,292 | 397 | 0.0% | 0.0% | 253 | +178 | 2.5% | Q2 2026 | Aug 04, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 7,257 | 395 | 0.04% | 0.04% | 254 | -172 | -2.32% | Q2 2026 | Jul 07, 2026 |
| Mason & Associates Inc | History | Reduced | 7,048 | 384 | 0.06% | 0.06% | 255 | -3 | -0.04% | Q2 2026 | Jul 23, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 6,988 | 381 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 6,978 | 380 | 0.02% | 0.01% | 257 | +1,255 | 21.93% | Q2 2026 | Jul 21, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 6,922 | 377 | 0.0% | 0.0% | 258 | +37 | 0.54% | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 7,843 | 373 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | Added to | 6,732 | 367 | 0.01% | 0.01% | 260 | +1,775 | 35.81% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | New | 6,558 | 357 | 0.0% | — | 261 | +6,558 | New | Q2 2026 | Aug 14, 2026 |
| Diametric Capital, LP | History | New | 6,398 | 348 | 0.04% | — | 262 | +6,398 | New | Q2 2026 | Aug 14, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 6,314 | 344 | 0.01% | 0.03% | 264 | -15,365 | -70.88% | Q2 2026 | Jul 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 6,324 | 344 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 6,255 | 341 | 0.0% | — | 265 | +6,255 | New | Q2 2026 | Aug 06, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 6,140 | 334 | 0.04% | 0.05% | 266 | -100 | -1.6% | Q2 2026 | Jul 27, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | New | 6,121 | 333 | 0.03% | — | 267 | +6,121 | New | Q2 2026 | Jul 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 6,062 | 330 | 0.01% | 0.01% | 268 | -784 | -11.45% | Q2 2026 | Jul 15, 2026 |
| Intellectus Partners, LLC | History | Added to | 6,057 | 330 | 0.06% | 0.06% | 269 | +212 | 3.63% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Reduced | 6,030 | 328 | 0.0% | 0.0% | 270 | -7,461 | -55.3% | Q2 2026 | Aug 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 5,939 | 323 | 0.0% | — | 271 | +5,939 | New | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | Added to | 5,903 | 321 | 0.0% | 0.0% | 272 | +1,343 | 29.45% | Q2 2026 | Aug 12, 2026 |
| Bellevue Group AG | History | Added to | 5,818 | 317 | 0.01% | 0.01% | 273 | +802 | 15.99% | Q2 2026 | Aug 14, 2026 |
| Quantum Private Wealth, LLC | History | Reduced | 5,800 | 316 | 0.08% | 0.09% | 274 | -500 | -7.94% | Q2 2026 | Jul 29, 2026 |
| New Republic Capital, LLC | History | New | 5,752 | 313 | 0.07% | — | 275 | +5,752 | New | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 5,702 | 310 | 0.01% | — | 276 | +5,702 | New | Q2 2026 | Aug 14, 2026 |
| FORA Capital, LLC | History | New | 5,668 | 309 | 0.02% | — | 278 | +5,668 | New | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,679 | 309 | 0.01% | 0.01% | 277 | +381 | 7.19% | Q2 2026 | Aug 11, 2026 |
| Alteri Wealth LLC | History | Reduced | 5,603 | 305 | 0.08% | 0.09% | 279 | -1 | -0.02% | Q2 2026 | Jul 29, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 5,474 | 298 | 0.02% | — | 281 | +5,474 | New | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Added to | 5,481 | 298 | 0.0% | 0.0% | 280 | +531 | 10.73% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | New | 5,446 | 297 | 0.0% | — | 282 | +5,446 | New | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 6,238 | 296 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fund Advisors of America Inc/FL | History | Reduced | 5,371 | 292 | 0.27% | 0.32% | 285 | -1,171 | -17.9% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 5,365 | 292 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 5,305 | 289 | 0.11% | 0.1% | 286 | +250 | 4.95% | Q2 2026 | Jul 14, 2026 |
| HB Wealth Management, LLC | History | New | 5,296 | 288 | 0.0% | — | 287 | +5,296 | New | Q2 2026 | Jul 29, 2026 |
| CAP Partners, LLC | History | Added to | 5,216 | 284 | 0.14% | 0.12% | 288 | +915 | 21.27% | Q2 2026 | Jul 30, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 5,194 | 283 | 0.0% | 0.0% | 289 | +315 | 6.46% | Q2 2026 | Aug 07, 2026 |
| Abundance Wealth Counselors | History | New | 5,015 | 273 | 0.02% | — | 291 | +5,015 | New | Q2 2026 | Jul 23, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,007 | 273 | 0.0% | 0.0% | 290 | -46 | -0.91% | Q2 2026 | Sep 08, 2026 |
| LMR Partners LLP | History | Reduced | 5,000 | 272 | 0.0% | 0.0% | 293 | -26,600 | -84.18% | Q2 2026 | Aug 14, 2026 |
| PSP Research LLC | History | Reduced | 5,000 | 272 | 0.14% | 0.32% | 294 | -4,500 | -47.37% | Q2 2026 | Jul 09, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 4,990 | 272 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pavaki Capital Management LLC | History | No change | 5,000 | 272 | 0.09% | 0.1% | 295 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kovack Advisors, Inc. | History | Added to | 4,936 | 269 | 0.01% | 0.01% | 296 | +50 | 1.02% | Q2 2026 | Jul 28, 2026 |
| SITTNER & NELSON, LLC | History | Reduced | 4,801 | 261 | 0.08% | 0.09% | 297 | -250 | -4.95% | Q2 2026 | Aug 07, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | New | 4,758 | 259 | 0.12% | — | 299 | +4,758 | New | Q2 2026 | Aug 03, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 4,761 | 259 | 0.02% | 0.03% | 298 | -4,562 | -48.93% | Q2 2026 | Jul 23, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 4,747 | 258 | 0.03% | 0.03% | 300 | -93 | -1.92% | Q2 2026 | Jul 31, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,664 | 254 | 0.0% | 0.0% | 301 | -650 | -12.23% | Q2 2026 | Aug 14, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 4,646 | 253 | 0.01% | 0.01% | 302 | +380 | 8.91% | Q2 2026 | Aug 07, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 4,525 | 246 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 4,498 | 245 | 0.05% | 0.07% | 304 | -2,269 | -33.53% | Q2 2026 | Jul 20, 2026 |
| AlphaGrep UK Ltd | History | New | 4,393 | 239 | 0.07% | — | 305 | +4,393 | New | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | New | 4,366 | 238 | 0.0% | — | 306 | +4,366 | New | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 4,314 | 235 | 0.0% | 0.0% | 307 | -693 | -13.84% | Q2 2026 | Jul 22, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,259 | 232 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 4,250 | 231 | 0.11% | 0.1% | 309 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quad-Cities Investment Group, LLC | History | New | 4,164 | 227 | 0.08% | — | 310 | +4,164 | New | Q2 2026 | Jul 07, 2026 |
| StoneX Group Inc. | History | New | 4,133 | 226 | 0.01% | — | 311 | +4,133 | New | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | New | 4,141 | 225 | 0.0% | — | 312 | +4,141 | New | Q2 2026 | Aug 12, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 4,010 | 222 | 0.05% | 0.06% | 313 | -350 | -8.03% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 4,026 | 219 | 0.0% | 0.0% | 314 | -1,860 | -31.6% | Q2 2026 | Jul 28, 2026 |
| Buckland Partners Management Co LLC | History | New | 4,000 | 218 | 0.11% | — | 315 | +4,000 | New | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | Reduced | 3,991 | 217 | 0.0% | 0.0% | 316 | -25 | -0.62% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 3,928 | 214 | 0.0% | 0.0% | 317 | -871 | -18.15% | Q2 2026 | Jul 15, 2026 |
| AE Wealth Management LLC | History | New | 3,891 | 212 | 0.0% | — | 318 | +3,891 | New | Q2 2026 | Aug 03, 2026 |
| James J. Burns & Company, LLC | History | New | 3,855 | 210 | 0.02% | — | 320 | +3,855 | New | Q2 2026 | Aug 06, 2026 |
| J. Safra Sarasin Holding AG | History | New | 3,850 | 210 | 0.0% | — | 319 | +3,850 | New | Q2 2026 | Jul 31, 2026 |
| Retirement Planning Group, LLC | History | New | 3,720 | 202 | 0.01% | — | 322 | +3,720 | New | Q2 2026 | Aug 05, 2026 |
| Choate Investment Advisors | History | New | 3,704 | 202 | 0.0% | — | 321 | +3,704 | New | Q2 2026 | Aug 11, 2026 |
| Valeo Financial Advisors, LLC | History | New | 3,689 | 201 | 0.0% | — | 323 | +3,689 | New | Q2 2026 | Jul 08, 2026 |
| Kingsview Wealth Management, LLC | History | New | 3,672 | 200 | 0.0% | — | 324 | +3,672 | New | Q2 2026 | Aug 18, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,533 | 192 | 0.0% | 0.0% | 325 | +44 | 1.26% | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 3,343 | 182 | 0.0% | 0.0% | 326 | +525 | 18.63% | Q2 2026 | Aug 11, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 3,300 | 179 | 0.16% | 0.16% | 327 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UMB Bank, n.a. | History | No change | 2,870 | 156 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,809 | 153 | 0.0% | 0.0% | 329 | +50 | 1.81% | Q2 2026 | Aug 10, 2026 |
| Spire Wealth Management | History | Added to | 2,718 | 148 | 0.0% | 0.0% | 330 | +500 | 22.54% | Q2 2026 | Jul 15, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 2,592 | 144 | 0.0% | 0.0% | 331 | -110 | -4.07% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,623 | 143 | 0.0% | 0.0% | 332 | -50 | -1.87% | Q2 2026 | Aug 13, 2026 |
| Turn8 Private Wealth Inc. | History | New | 2,556 | 139 | 0.09% | — | 333 | +2,556 | New | Q2 2026 | Aug 03, 2026 |
| Corient IA LP | History | Reduced | 2,540 | 138 | 0.13% | 0.16% | 334 | -1,000 | -28.25% | Q2 2026 | Aug 12, 2026 |
| Financial Perspectives, Inc | History | No change | 2,422 | 132 | 0.03% | 0.03% | 335 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HM PAYSON & CO | History | Reduced | 2,320 | 126 | 0.0% | 0.0% | 336 | -1,000 | -30.12% | Q2 2026 | Jul 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 2,300 | 125 | 0.01% | 0.01% | 337 | -100 | -4.17% | Q2 2026 | Jul 07, 2026 |
| EFG International AG | History | Added to | 2,216 | 120 | 0.0% | 0.0% | 338 | +839 | 60.93% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | No change | 2,187 | 119 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aberdeen Wealth Management LLC | History | New | 2,110 | 115 | 0.06% | — | 340 | +2,110 | New | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 2,052 | 111 | 0.0% | 0.0% | 341 | -208 | -9.2% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,035 | 110 | 0.0% | 0.0% | 342 | -772 | -27.5% | Q2 2026 | Aug 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 2,032 | 110 | 0.0% | 0.0% | 343 | -108 | -5.05% | Q2 2026 | Aug 07, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Reduced | 2,000 | 109 | 0.04% | 0.08% | 345 | -2,000 | -50.0% | Q2 2026 | Aug 07, 2026 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | History | Added to | 2,000 | 109 | 0.09% | 0.06% | 344 | +100 | 5.26% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,674 | 91 | 0.0% | 0.0% | 346 | -1,363 | -44.88% | Q2 2026 | Jul 28, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,667 | 90 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,637 | 89 | 0.03% | 0.01% | 348 | +1,061 | 184.2% | Q2 2026 | Jul 08, 2026 |
| Axiom Investment Management LLC | History | New | 1,520 | 82 | 0.05% | — | 350 | +1,520 | New | Q2 2026 | Jul 30, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,505 | 82 | 0.0% | 0.0% | 349 | -39 | -2.53% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | Added to | 1,433 | 78 | 0.0% | 0.0% | 351 | +95 | 7.1% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 1,416 | 77 | 0.0% | 0.0% | 352 | +1,008 | 247.06% | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,400 | 76 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,356 | 73 | 0.0% | 0.0% | 354 | -5 | -0.37% | Q2 2026 | Aug 10, 2026 |
| Evelyn Partners Group Ltd | History | New | 1,300 | 70 | 0.0% | — | 355 | +1,300 | New | Q2 2026 | Aug 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 1,270 | 69 | 0.0% | 0.0% | 356 | -244 | -16.12% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,242 | 67 | 0.0% | 0.0% | 357 | -339 | -21.44% | Q2 2026 | Jul 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 1,193 | 65 | 0.0% | 0.0% | 358 | -156,203 | -99.24% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 1,153 | 62 | 0.0% | — | 361 | +1,153 | New | Q2 2026 | Aug 06, 2026 |
| Strategic Advocates LLC | History | Reduced | 1,147 | 62 | 0.24% | 0.28% | 360 | -182 | -13.69% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 1,150 | 62 | 0.0% | 0.0% | 359 | -61 | -5.04% | Q2 2026 | Jul 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,131 | 61 | 0.0% | 0.0% | 362 | +546 | 93.33% | Q2 2026 | Aug 05, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 1,300 | 61 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Itau Unibanco Holding S.A. | History | New | 1,095 | 59 | 0.0% | — | 364 | +1,095 | New | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1,085 | 59 | 0.01% | — | 365 | +1,085 | New | Q2 2026 | Aug 04, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,073 | 58 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ameritas Advisory Services, LLC | History | New | 1,018 | 55 | 0.0% | — | 367 | +1,018 | New | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 1,000 | 54 | 0.01% | 0.01% | 368 | -100 | -9.09% | Q2 2026 | Jul 29, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,000 | 54 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Banque Transatlantique SA | History | No change | 1,008 | 54 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pacer Advisors, Inc. | History | New | 932 | 51 | 0.0% | — | 371 | +932 | New | Q2 2026 | Aug 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 925 | 50 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Freestone Grove Partners LP | History | New | 827 | 45 | 0.0% | — | 374 | +827 | New | Q2 2026 | Aug 14, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 843 | 45 | 0.01% | 0.01% | 373 | +76 | 9.91% | Q2 2026 | Aug 14, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 731 | 39 | 0.01% | 0.01% | 375 | -13 | -1.75% | Q2 2026 | Aug 11, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 682 | 37 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFG Advisory, LLC | History | New | 661 | 36 | 0.0% | — | 377 | +661 | New | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 649 | 35 | 0.0% | 0.0% | 379 | +36 | 5.87% | Q2 2026 | Jul 07, 2026 |
| Oakworth Capital, Inc. | History | No change | 646 | 35 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Forum Finance Group S.A. | History | Added to | 750 | 33 | 0.01% | 0.01% | 381 | +500 | 200.0% | Q2 2026 | Aug 14, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 620 | 33 | 0.0% | 0.0% | 380 | -68 | -9.88% | Q2 2026 | Jul 23, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | Added to | 600 | 32 | 0.07% | 0.04% | 383 | +300 | 100.0% | Q2 2026 | Aug 13, 2026 |
| Costello Asset Management, INC | History | No change | 600 | 32 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 535 | 29 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Optiver Holding B.V. | History | Added to | 525 | 28 | 0.0% | 0.0% | 385 | +187 | 55.33% | Q2 2026 | Aug 12, 2026 |
| COUNTRY TRUST BANK | History | No change | 500 | 27 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 465 | 25 | 0.0% | 0.0% | 387 | +296 | 175.15% | Q2 2026 | Jul 02, 2026 |
| NFSG Corp | History | No change | 430 | 23 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIRCHBROOK, INC. | History | No change | 405 | 22 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Manchester Capital Management LLC | History | No change | 400 | 21 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 375 | 20 | 0.0% | 0.0% | 391 | -937 | -71.42% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 382 | 20 | 0.0% | 0.0% | 392 | -225 | -37.07% | Q2 2026 | Aug 12, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | Added to | 366 | 19 | 0.01% | 0.01% | 395 | +111 | 43.53% | Q2 2026 | Jul 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 350 | 19 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Crewe Advisors LLC | History | No change | 350 | 19 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 336 | 18 | 0.01% | 0.01% | 397 | -15 | -4.27% | Q2 2026 | Jul 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 321 | 18 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 300 | 16 | 0.0% | 0.0% | 398 | -473 | -61.19% | Q2 2026 | Aug 13, 2026 |
| Orion Capital Management LLC | History | No change | 300 | 16 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Tidemark, LLC | History | No change | 280 | 15 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 271 | 14 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cornerstone Planning Group LLC | History | No change | 300 | 14 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Abound Wealth Management | History | No change | 225 | 12 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 225 | 12 | 0.0% | 0.01% | 404 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 230 | 12 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Operose Advisors LLC | History | Reduced | 202 | 11 | 0.0% | 0.02% | 409 | -1,812 | -89.97% | Q2 2026 | Aug 13, 2026 |
| Persistent Asset Partners Ltd | History | Reduced | 218 | 11 | 0.0% | 0.0% | 410 | -52 | -19.26% | Q2 2026 | Aug 06, 2026 |
| Colonial Trust Advisors | History | No change | 209 | 11 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFSG, LLC | History | No change | 206 | 11 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 215 | 11 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NBH Bank | History | New | 200 | 10 | 0.0% | — | 414 | +200 | New | Q2 2026 | Aug 14, 2026 |
| WealthCollab, LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 200 | 10 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CX Institutional | History | No change | 174 | 9 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Bank of Jackson Hole Trust | History | No change | 200 | 9 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WEST PACES ADVISORS INC. | History | New | 153 | 8 | 0.0% | — | 420 | +153 | New | Q2 2026 | Jul 17, 2026 |
| Paladin Partners, LLC | History | New | 150 | 8 | 0.01% | — | 421 | +150 | New | Q2 2026 | Aug 07, 2026 |
| Bogart Wealth, LLC | History | No change | 150 | 8 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 155 | 8 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hickory Point Bank & Trust | History | No change | 150 | 8 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ASSETMARK, INC | History | Added to | 134 | 7 | 0.0% | 0.0% | 423 | +90 | 204.55% | Q2 2026 | Jul 30, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 135 | 7 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Front Row Advisors LLC | History | No change | 134 | 7 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 128 | 6 | 0.0% | 0.0% | 427 | +94 | 276.47% | Q2 2026 | Jul 22, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 120 | 6 | 0.0% | 0.01% | 429 | -44 | -26.83% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 118 | 6 | 0.0% | 0.0% | 425 | -42 | -26.25% | Q2 2026 | Aug 07, 2026 |
| SHP Wealth Management | History | Reduced | 125 | 6 | 0.0% | 0.0% | 426 | -19 | -13.19% | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | Added to | 110 | 6 | 0.0% | 0.0% | 428 | +17 | 18.28% | Q2 2026 | Aug 07, 2026 |
| GODSEY & GIBB, INC | History | No change | 108 | 5 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 101 | 5 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 105 | 5 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clearstead Trust, LLC | History | No change | 102 | 5 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triumph Capital Management | History | No change | 100 | 5 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 99 | 5 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Sachetta, LLC | History | No change | 105 | 5 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Caldwell Trust Co | History | No change | 100 | 5 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LifeSteps Financial, Inc. | History | New | 85 | 4 | 0.0% | — | 453 | +85 | New | Q2 2026 | Jul 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 75 | 4 | 0.0% | — | 452 | +75 | New | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 80 | 4 | 0.0% | 0.0% | 440 | +5 | 6.67% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 75 | 4 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Hurley Capital, LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 86 | 4 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Independence Bank of Kentucky | History | No change | 90 | 4 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Pflug Koory, LLC | History | No change | 84 | 4 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | No change | 80 | 4 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 75 | 4 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dogwood Wealth Management LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Monetary Solutions, Ltd | History | No change | 80 | 4 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 75 | 4 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 88 | 4 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 55 | 3 | 0.0% | 0.0% | 455 | -67 | -54.92% | Q2 2026 | Aug 07, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 67 | 3 | 0.0% | — | 467 | +67 | New | Q2 2026 | Aug 13, 2026 |
| StrongBox Wealth, LLC | History | New | 64 | 3 | 0.0% | — | 466 | +64 | New | Q2 2026 | Jul 23, 2026 |
| Colonial Trust Co / SC | History | Added to | 58 | 3 | 0.0% | 0.0% | 461 | +30 | 107.14% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 61 | 3 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | No change | 49 | 3 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFS Advisors, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bell Investment Advisors, Inc | History | No change | 68 | 3 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gould Capital, LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Main Street Group, LTD | History | No change | 62 | 3 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Fairscale Capital, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 68 | 3 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 55 | 3 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blume Capital Management, Inc. | History | New | 50 | 2 | 0.0% | — | 475 | +50 | New | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 45 | 2 | 0.0% | — | 476 | +45 | New | Q2 2026 | Aug 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 45 | 2 | 0.0% | — | 472 | +36 | 400.0% | Q2 2026 | Jul 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 41 | 2 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SouthState Bank Corp | History | No change | 50 | 2 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 40 | 2 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Community Bank, N.A. | History | No change | 50 | 2 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Bridge, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 21 | 1 | 0.0% | 0.01% | 485 | -200 | -90.5% | Q2 2026 | Jul 27, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 22 | 1 | 0.0% | 0.01% | 482 | -191 | -89.67% | Q2 2026 | Aug 11, 2026 |
| TOP Private Wealth LLC. | History | New | 34 | 1 | 0.0% | — | 489 | +34 | New | Q2 2026 | Aug 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 28 | 1 | 0.0% | — | 488 | +28 | New | Q2 2026 | Aug 07, 2026 |
| Princeton Global Asset Management LLC | History | New | 25 | 1 | 0.0% | — | 487 | +25 | New | Q2 2026 | Jul 16, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 20 | 1 | 0.0% | — | 477 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kozak & Associates, Inc. | History | No change | 26 | 1 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Pacifica Partners Inc. | History | No change | 30 | 1 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Archer Investment Corp | History | No change | 20 | 1 | 0.0% | — | 480 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 19 | 1 | 0.0% | — | 484 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 20 | 1 | 0.0% | — | 486 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LOOMIS SAYLES & CO L P | History | Closed out | 0 | 0 | — | 0.06% | — | -968,135 | -100.0% | Q2 2026 | Aug 14, 2026 |
| DIADEMA PARTNERS LP | History | Closed out | 0 | 0 | — | 0.86% | — | -106,300 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Baker Chad R | History | Closed out | 0 | 0 | — | 0.84% | — | -93,300 | -100.0% | Q2 2026 | Jul 16, 2026 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -85,294 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Monashee Investment Management LLC | History | Closed out | 0 | 0 | — | 1.29% | — | -50,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,887 | -100.0% | Q2 2026 | Aug 14, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.04% | — | -20,933 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,270 | -100.0% | Q2 2026 | Aug 14, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,500 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,590 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -9,711 | -100.0% | Q2 2026 | Aug 06, 2026 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,173 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -8,262 | -100.0% | Q2 2026 | Aug 11, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -8,220 | -100.0% | Q2 2026 | Aug 07, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,787 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Formidable Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,298 | -100.0% | Q2 2026 | Jul 17, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,577 | -100.0% | Q2 2026 | Aug 10, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,600 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,073 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,862 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,738 | -100.0% | Q2 2026 | Aug 04, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,448 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,326 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,392 | -100.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3 | 0 | — | 0.01% | — | -2,510 | -99.88% | Q2 2026 | Jul 28, 2026 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.02% | — | -1,725 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,325 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Opal Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -681 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Altshuler Shaham Ltd | History | Reduced | 1 | 0 | — | 0.0% | — | -499 | -99.8% | Q2 2026 | Aug 12, 2026 |
| Align Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -250 | -100.0% | Q2 2026 | Jul 27, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q2 2026 | Aug 04, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 05, 2026 |
| BankPlus Trust Department | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Hamrick Investment Counsel, llc | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -65 | -91.55% | Q2 2026 | Aug 10, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q2 2026 | Aug 04, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q2 2026 | Jul 27, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Vanguard National Trust Co | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Activest Wealth Management | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Jul 16, 2026 |
| Stone House Investment Management, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Aug 05, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Jul 20, 2026 |
| Concord Wealth Partners | History | New | 11 | 0 | — | — | — | +11 | New | Q2 2026 | Jul 27, 2026 |
| FNY Investment Advisers, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 08, 2026 |
| Cordant, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 14, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Financial Management LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q2 2026 | Aug 28, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 10 | 0 | — | — | — | +6 | 150.0% | Q2 2026 | Jul 08, 2026 |
| Rossby Financial, LCC | History | Reduced | 15 | 0 | — | 0.0% | — | -6 | -28.57% | Q2 2026 | Aug 04, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Aug 11, 2026 |
| PayPay Securities Corp | History | Reduced | 15 | 0 | — | 0.03% | — | -5 | -25.0% | Q2 2026 | Jul 23, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Jul 21, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Quarry LP | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q2 2026 | Aug 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q2 2026 | Jul 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q2 2026 | Aug 11, 2026 |
| Allied Private Wealth LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 09, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| NBT BANK, N.A. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| North Star Investment Management Corp. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DT Investment Partners, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| West Family Investments, Inc. | History | No change | 35,500 | 0 | — | 0.59% | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JNBA Financial Advisors | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Inspire Investing, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GS Investments, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CVA Family Office, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Center for Financial Planning, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MTM Investment Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Addison Advisors LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Robbins Farley | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| City State Bank | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Leo H. Evart, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Wealth Management Group, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gen-Wealth Partners Inc | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Key Capital Management, INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |