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 | No change | 9,460,939 | 515,999 | 3.35% | 3.35% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 8,348,977 | 455,353 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orbis Allan Gray Ltd | History | No change | 5,449,161 | 297,197 | 1.02% | 1.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital World Investors | History | No change | 4,749,525 | 259,039 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 4,321,666 | 235,703 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GSK plc | History | No change | 3,220,627 | 175,652 | 29.17% | 29.17% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,509,915 | 136,919 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 2,053,017 | 111,972 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SR ONE CAPITAL MANAGEMENT, LP | History | No change | 2,038,763 | 111,194 | 10.7% | 10.7% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,988,621 | 108,459 | 0.08% | 0.08% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1,908,503 | 104,089 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 1,720,097 | 93,762 | 1.21% | 1.21% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 1,453,713 | 80,419 | 0.05% | 0.05% | 13 | -267,021 | -15.52% | Q3 2026 | Oct 29, 2026 |
| EcoR1 Capital, LLC | History | No change | 1,389,276 | 75,771 | 3.68% | 3.68% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,319,999 | 71,992 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital International Investors | History | No change | 1,268,407 | 69,178 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,181,847 | 64,457 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,155,105 | 62,999 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,091,278 | 59,518 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEA Management Company, LLC | History | No change | 1,058,570 | 57,734 | 3.64% | 3.64% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,057,837 | 57,694 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,012,096 | 55,199 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,008,112 | 54,982 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 879,949 | 47,992 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 863,091 | 47,072 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 648,713 | 35,380 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | No change | 570,309 | 31,104 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 570,040 | 31,089 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 431,669 | 24,569 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 439,732 | 23,982 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 381,991 | 20,833 | 1.33% | 1.33% | 31 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JANE STREET GROUP, LLC | History | No change | 341,480 | 18,624 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 326,761 | 17,821 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PEAK6 LLC | History | No change | 305,916 | 16,684 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Logos Global Management LP | History | No change | 300,000 | 16,362 | 0.7% | 0.7% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 290,989 | 15,870 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 277,952 | 15,159 | 0.12% | 0.12% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 272,372 | 14,855 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 270,756 | 14,767 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 263,169 | 14,353 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 259,016 | 14,334 | 0.0% | 0.0% | 41 | -16,359 | -5.94% | Q3 2026 | Nov 04, 2026 |
| GROUP ONE TRADING LLC | History | No change | 250,840 | 13,680 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 250,614 | 13,669 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 242,266 | 13,213 | 0.12% | 0.12% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 228,877 | 12,661 | 0.0% | 0.0% | 45 | +12,561 | 5.81% | Q3 2026 | Nov 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 231,988 | 12,652 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 203,089 | 11,076 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 173,045 | 9,438 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | No change | 170,584 | 9,303 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 169,200 | 9,228 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 164,026 | 8,945 | 0.14% | 0.14% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 163,810 | 8,934 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 153,581 | 8,376 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Versant Venture Management, LLC | History | No change | 148,831 | 8,117 | 4.99% | 4.99% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Life Cycle Investment Partners Ltd | History | No change | 143,692 | 7,836 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 142,602 | 7,777 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HRT FINANCIAL LP | History | No change | 142,564 | 7,774 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 139,462 | 7,606 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walleye Trading LLC | History | No change | 138,395 | 7,548 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 129,472 | 7,240 | 0.01% | 0.01% | 60 | -12,741 | -8.96% | Q3 2026 | Nov 03, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 128,583 | 7,013 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 122,655 | 6,785 | 0.05% | 0.04% | 62 | +30,118 | 32.55% | Q3 2026 | Oct 16, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 122,658 | 6,701 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 121,511 | 6,627 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | Added to | 117,169 | 6,482 | 0.01% | 0.01% | 65 | +322 | 0.28% | Q3 2026 | Oct 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 112,671 | 6,232 | 0.2% | 0.2% | 66 | +1,982 | 1.79% | Q3 2026 | Nov 04, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 111,230 | 6,153 | 0.04% | 0.04% | 67 | +1,777 | 1.62% | Q3 2026 | Oct 06, 2026 |
| Private Advisor Group, LLC | History | No change | 111,129 | 6,060 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 107,529 | 5,864 | 0.31% | 0.31% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 102,669 | 5,599 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 101,854 | 5,555 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 101,649 | 5,543 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital International Sarl | History | No change | 101,238 | 5,521 | 0.08% | 0.08% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Affinity Asset Advisors, LLC | History | No change | 100,000 | 5,454 | 0.25% | 0.25% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 114,337 | 5,439 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLOUGH CAPITAL PARTNERS L P | History | No change | 98,337 | 5,363 | 0.44% | 0.44% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 98,168 | 5,354 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 94,838 | 5,172 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Slow Capital, Inc. | History | Added to | 93,086 | 5,149 | 0.58% | 0.59% | 79 | +192 | 0.21% | Q3 2026 | Oct 23, 2026 |
| NOMURA HOLDINGS INC | History | No change | 92,027 | 5,019 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 89,242 | 4,867 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 86,550 | 4,720 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREDIT AGRICOLE S A | History | No change | 85,930 | 4,686 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | No change | 83,897 | 4,575 | 0.28% | 0.28% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 82,547 | 4,566 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 81,212 | 4,429 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 79,501 | 4,335 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 77,900 | 4,309 | 0.0% | 0.0% | 88 | +2,900 | 3.87% | Q3 2026 | Nov 04, 2026 |
| Fisher Asset Management, LLC | History | No change | 77,960 | 4,251 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Trexquant Investment LP | History | No change | 77,471 | 4,225 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 76,266 | 4,159 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 73,847 | 4,055 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 72,315 | 4,000 | 0.01% | 0.01% | 93 | -4,585 | -5.96% | Q3 2026 | Nov 02, 2026 |
| Man Group plc | History | No change | 73,194 | 3,992 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 70,081 | 3,822 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Caption Management, LLC | History | No change | 70,000 | 3,817 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shah Wealth Advisors, LLC | History | No change | 69,060 | 3,766 | 0.87% | 0.87% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALGERT GLOBAL LLC | History | No change | 65,880 | 3,593 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 64,989 | 3,544 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | New | 61,443 | 3,399 | 0.31% | — | 100 | +61,443 | New | Q3 2026 | Oct 23, 2026 |
| Creative Planning | History | Added to | 58,964 | 3,261 | 0.0% | 0.0% | 101 | +25,899 | 78.33% | Q3 2026 | Nov 02, 2026 |
| Curi Capital, LLC | History | No change | 59,032 | 3,219 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Green Alpha Advisors, LLC | History | Added to | 56,786 | 3,141 | 2.13% | 2.04% | 103 | +982 | 1.76% | Q3 2026 | Oct 08, 2026 |
| CAPITAL INTERNATIONAL LTD /CA/ | History | No change | 56,066 | 3,057 | 0.1% | 0.1% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rafferty Asset Management, LLC | History | No change | 55,833 | 3,045 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 54,736 | 2,985 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 54,488 | 2,971 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MetLife Investment Management, LLC | History | No change | 54,243 | 2,958 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 52,610 | 2,869 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 52,368 | 2,856 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 51,128 | 2,788 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 50,000 | 2,766 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Privium Fund Management B.V. | History | Added to | 48,974 | 2,709 | 0.53% | 0.45% | 113 | +4,000 | 8.89% | Q3 2026 | Nov 02, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 43,836 | 2,425 | 0.07% | 0.05% | 114 | +13,351 | 43.8% | Q3 2026 | Oct 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 43,900 | 2,394 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 43,100 | 2,350 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 42,389 | 2,311 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 41,562 | 2,299 | 0.07% | 0.04% | 118 | +12,479 | 42.91% | Q3 2026 | Oct 28, 2026 |
| BARCLAYS PLC | History | No change | 40,879 | 2,229 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 40,825 | 2,226 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Jupiter Topco LLC | History | No change | 40,274 | 2,195 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 39,772 | 2,169 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Palo Alto Investors LP | History | No change | 39,605 | 2,160 | 0.3% | 0.3% | 123 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Moran Wealth Management, LLC | History | Added to | 37,903 | 2,096 | 0.06% | 0.05% | 124 | +2,529 | 7.15% | Q3 2026 | Oct 22, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 37,269 | 2,032 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 35,761 | 1,978 | 0.0% | 0.01% | 126 | -10,449 | -22.61% | Q3 2026 | Nov 02, 2026 |
| Canal Insurance CO | History | No change | 35,100 | 1,942 | 0.46% | 0.42% | 127 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 35,490 | 1,935 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Handelsbanken Fonder AB | History | No change | 35,000 | 1,909 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 34,828 | 1,899 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital International, Inc./CA/ | History | No change | 34,560 | 1,884 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 33,841 | 1,845 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 32,491 | 1,797 | 0.41% | 0.4% | 133 | +25 | 0.08% | Q3 2026 | Oct 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 32,800 | 1,788 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Carrera Capital Advisors | History | New | 32,314 | 1,787 | 0.25% | — | 135 | +32,314 | New | Q3 2026 | Nov 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 32,424 | 1,768 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Encore Global Management, LP | History | No change | 30,557 | 1,666 | 1.64% | 1.64% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 29,279 | 1,596 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 29,167 | 1,590 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 28,893 | 1,575 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 28,597 | 1,559 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 28,185 | 1,537 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 27,270 | 1,508 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 27,501 | 1,499 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 27,433 | 1,496 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pekin Hardy Strauss, Inc. | History | New | 26,775 | 1,481 | 0.13% | — | 146 | +26,775 | New | Q3 2026 | Nov 02, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 26,916 | 1,467 | 0.05% | 0.05% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 26,826 | 1,463 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Deuterium Capital Management, LLC | History | No change | 25,000 | 1,383 | 1.48% | 1.48% | 149 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 25,350 | 1,382 | 0.09% | 0.09% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 25,262 | 1,377 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 24,643 | 1,363 | 0.02% | 0.02% | 152 | +1,667 | 7.26% | Q3 2026 | Oct 22, 2026 |
| Hedges Asset Management LLC | History | Reduced | 24,425 | 1,351 | 0.94% | 0.88% | 153 | -150 | -0.61% | Q3 2026 | Oct 29, 2026 |
| HighTower Advisors, LLC | History | No change | 24,652 | 1,344 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 24,577 | 1,340 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 24,136 | 1,338 | 0.0% | 0.0% | 156 | +658 | 2.8% | Q3 2026 | Nov 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 24,183 | 1,337 | 0.01% | 0.0% | 157 | +4,605 | 23.52% | Q3 2026 | Oct 28, 2026 |
| Headlands Technologies LLC | History | No change | 24,180 | 1,318 | 0.14% | 0.14% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Added to | 23,777 | 1,315 | 0.01% | 0.01% | 159 | +506 | 2.17% | Q3 2026 | Nov 03, 2026 |
| Banque Cantonale Vaudoise | History | No change | 24,065 | 1,312 | 0.18% | 0.18% | 160 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Jefferies Financial Group Inc. | History | No change | 24,001 | 1,309 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 23,588 | 1,304 | 0.12% | 0.13% | 162 | -60 | -0.25% | Q3 2026 | Oct 14, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 23,351 | 1,273 | 0.3% | 0.3% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 23,168 | 1,264 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ipswich Investment Management Co., Inc. | History | Reduced | 22,783 | 1,260 | 0.27% | 0.27% | 165 | -1,015 | -4.27% | Q3 2026 | Oct 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 22,697 | 1,237 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FEDERATED HERMES, INC. | History | No change | 22,558 | 1,230 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 21,694 | 1,183 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | No change | 21,700 | 1,183 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 20,723 | 1,146 | 0.0% | 0.0% | 170 | +1,400 | 7.25% | Q3 2026 | Oct 30, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 20,442 | 1,130 | 0.03% | 0.03% | 171 | -30 | -0.15% | Q3 2026 | Oct 29, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 20,580 | 1,122 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Raiffeisen Bank International AG | History | No change | 20,000 | 1,120 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | No change | 20,500 | 1,118 | 0.86% | 0.86% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 20,097 | 1,111 | 0.12% | 0.2% | 175 | -12,795 | -38.9% | Q3 2026 | Oct 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 20,068 | 1,110 | 0.0% | 0.0% | 176 | +2,776 | 16.05% | Q3 2026 | Nov 02, 2026 |
| American Assets Investment Management, LLC | History | New | 20,000 | 1,106 | 0.07% | — | 177 | +20,000 | New | Q3 2026 | Oct 30, 2026 |
| Farrow Financial, Inc. | History | Reduced | 19,642 | 1,086 | 0.58% | 0.57% | 178 | -1 | -0.01% | Q3 2026 | Oct 30, 2026 |
| Inspire Advisors, LLC | History | No change | 19,880 | 1,084 | 0.08% | 0.08% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SFE Investment Counsel | History | Reduced | 19,404 | 1,073 | 0.14% | 0.96% | 180 | -13,661 | -41.32% | Q3 2026 | Oct 28, 2026 |
| Abu Dhabi Investment Council Co P.J.S.C | History | No change | 18,958 | 1,033 | 0.14% | 0.14% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 18,900 | 1,030 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 20,097 | 1,013 | 0.0% | 0.0% | 184 | -5,066 | -20.13% | Q3 2026 | Oct 13, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 18,326 | 1,013 | 0.0% | 0.0% | 183 | -798 | -4.17% | Q3 2026 | Oct 16, 2026 |
| Waverly Advisors, LLC | History | No change | 18,163 | 990 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 17,643 | 988 | 0.05% | 0.05% | 186 | +2,293 | 14.94% | Q3 2026 | Oct 27, 2026 |
| Quantbot Technologies LP | History | No change | 17,880 | 975 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 17,665 | 963 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 17,280 | 955 | 0.01% | 0.01% | 189 | -500 | -2.81% | Q3 2026 | Oct 28, 2026 |
| Advisory Services Network, LLC | History | No change | 17,295 | 943 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EagleClaw Capital Managment, LLC | History | No change | 17,050 | 929 | 0.12% | 0.12% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 16,338 | 903 | 0.31% | 0.22% | 192 | +1,742 | 11.93% | Q3 2026 | Oct 26, 2026 |
| Equitable Holdings, Inc. | History | No change | 16,341 | 891 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Advisors Asset Management, Inc. | History | No change | 16,079 | 876 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kassira Wealth Management LLC | History | No change | 15,839 | 876 | 0.69% | 0.69% | 195 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,408 | 840 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ProShare Advisors LLC | History | Reduced | 15,043 | 832 | 0.0% | 0.0% | 197 | -732 | -4.64% | Q3 2026 | Oct 28, 2026 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | History | No change | 15,000 | 818 | 0.33% | 0.33% | 198 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 14,945 | 815 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 14,711 | 813 | 0.02% | — | 200 | +14,711 | New | Q3 2026 | Oct 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 14,464 | 800 | 0.03% | 0.01% | 201 | +350 | 2.48% | Q3 2026 | Oct 21, 2026 |
| Jacobs Equity LLC | History | No change | 14,675 | 800 | 0.55% | 0.55% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | New | 11,789 | 724 | 0.01% | — | 203 | +11,789 | New | Q3 2026 | Nov 04, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 12,548 | 702 | 0.0% | 0.0% | 204 | -630 | -4.78% | Q3 2026 | Oct 29, 2026 |
| Brevan Howard Capital Management LP | History | No change | 12,459 | 679 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 12,245 | 667 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisor OS, LLC | History | Added to | 11,913 | 659 | 0.04% | 0.03% | 207 | +2,664 | 28.8% | Q3 2026 | Nov 03, 2026 |
| Capital Group Investment Management Pte. Ltd. | History | No change | 11,707 | 638 | 0.1% | 0.1% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,426 | 632 | 0.0% | 0.0% | 209 | +3,470 | 43.61% | Q3 2026 | Oct 08, 2026 |
| WCG Wealth Advisors LLC | History | No change | 11,400 | 621 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 11,315 | 617 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 11,307 | 616 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 11,234 | 612 | 0.13% | 0.13% | 213 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Entropy Technologies, LP | History | No change | 11,220 | 611 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 11,195 | 610 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,002 | 608 | 0.01% | 0.01% | 216 | +447 | 4.23% | Q3 2026 | Oct 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 11,100 | 605 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 10,847 | 591 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 10,730 | 585 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 10,687 | 582 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 10,500 | 580 | 0.12% | — | 221 | +10,500 | New | Q3 2026 | Nov 02, 2026 |
| Merit Financial Group, LLC | History | No change | 10,613 | 578 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 10,490 | 572 | 0.09% | 0.09% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 10,341 | 563 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 10,130 | 560 | 0.01% | 0.01% | 225 | +29 | 0.29% | Q3 2026 | Nov 03, 2026 |
| Allworth Financial LP | History | No change | 10,089 | 550 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 9,832 | 536 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 10,673 | 535 | 0.02% | 0.02% | 228 | +2,170 | 25.52% | Q3 2026 | Oct 15, 2026 |
| AXQ CAPITAL, LP | History | No change | 9,634 | 525 | 0.06% | 0.06% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 9,589 | 522 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 9,539 | 520 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,256 | 512 | 0.01% | 0.01% | 232 | +457 | 5.19% | Q3 2026 | Oct 26, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 9,353 | 510 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 9,316 | 508 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 9,156 | 499 | 0.08% | 0.08% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Norris Financial Group, LLC | History | No change | 9,061 | 494 | 0.2% | 0.2% | 236 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,961 | 489 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tyche Wealth Partners LLC | History | No change | 8,950 | 488 | 0.07% | 0.07% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independent Advisor Alliance | History | No change | 8,844 | 482 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XPONANCE LLC | History | Reduced | 8,663 | 479 | 0.0% | 0.0% | 240 | -519 | -5.65% | Q3 2026 | Nov 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 8,658 | 472 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | No change | 8,602 | 469 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFG Investments, LLC | History | No change | 8,587 | 468 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Jupiter Wealth Management LLC | History | No change | 8,500 | 463 | 0.19% | 0.19% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,462 | 461 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| E Fund Management Co., Ltd. | History | No change | 8,239 | 449 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,217 | 448 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,173 | 445 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Financial, LLC | History | No change | 8,146 | 444 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 8,030 | 438 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Z3 Capital Partners, LLC | History | No change | 8,000 | 436 | 0.09% | 0.09% | 251 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ALLSTATE CORP | History | No change | 7,994 | 435 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 7,886 | 430 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | Added to | 7,539 | 417 | 0.0% | 0.0% | 254 | +247 | 3.39% | Q3 2026 | Oct 28, 2026 |
| Caprock Group, LLC | History | No change | 7,593 | 414 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 7,398 | 409 | 0.0% | 0.0% | 256 | +1,074 | 16.98% | Q3 2026 | Oct 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 7,406 | 409 | 0.02% | 0.02% | 257 | +428 | 6.13% | Q3 2026 | Oct 16, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 7,381 | 408 | 0.01% | 0.01% | 258 | +67 | 0.92% | Q3 2026 | Oct 21, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 7,359 | 407 | 0.01% | 0.01% | 259 | +1,045 | 16.55% | Q3 2026 | Oct 16, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | New | 7,325 | 405 | 0.15% | — | 260 | +7,325 | New | Q3 2026 | Oct 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,193 | 397 | 0.0% | 0.01% | 261 | -1,157 | -13.86% | Q3 2026 | Oct 23, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 7,161 | 396 | 0.04% | 0.04% | 262 | -96 | -1.32% | Q3 2026 | Nov 03, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 7,103 | 392 | 0.0% | — | 263 | +7,103 | New | Q3 2026 | Nov 02, 2026 |
| Mason & Associates Inc | History | No change | 7,048 | 384 | 0.06% | 0.06% | 264 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 6,988 | 381 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 6,922 | 377 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 7,157 | 367 | 0.0% | 0.0% | 267 | +3,229 | 82.2% | Q3 2026 | Nov 04, 2026 |
| Moors & Cabot, Inc. | History | No change | 6,732 | 367 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 6,550 | 362 | 0.02% | 0.01% | 269 | +4,250 | 184.78% | Q3 2026 | Oct 13, 2026 |
| Cerity Partners LLC | History | No change | 6,558 | 357 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diametric Capital, LP | History | No change | 6,398 | 348 | 0.04% | 0.04% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westside Investment Management, Inc. | History | Added to | 6,180 | 341 | 0.04% | 0.04% | 273 | +40 | 0.65% | Q3 2026 | Nov 02, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 6,255 | 341 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 6,110 | 338 | 0.0% | 0.0% | 275 | +171 | 2.88% | Q3 2026 | Nov 03, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 6,122 | 338 | 0.01% | 0.01% | 274 | +60 | 0.99% | Q3 2026 | Oct 13, 2026 |
| Intellectus Partners, LLC | History | No change | 6,057 | 330 | 0.06% | 0.06% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 6,030 | 328 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 5,903 | 321 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 5,739 | 317 | 0.03% | 0.03% | 280 | +992 | 20.9% | Q3 2026 | Nov 02, 2026 |
| Bellevue Group AG | History | No change | 5,818 | 317 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantum Private Wealth, LLC | History | Reduced | 5,700 | 315 | 0.08% | 0.08% | 281 | -100 | -1.72% | Q3 2026 | Oct 20, 2026 |
| New Republic Capital, LLC | History | No change | 5,752 | 313 | 0.07% | 0.07% | 282 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 5,702 | 310 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAP Partners, LLC | History | Added to | 5,596 | 309 | 0.14% | 0.14% | 286 | +380 | 7.29% | Q3 2026 | Oct 19, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,679 | 309 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FORA Capital, LLC | History | No change | 5,668 | 309 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alteri Wealth LLC | History | No change | 5,603 | 305 | 0.08% | 0.08% | 287 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | No change | 5,481 | 298 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 5,474 | 298 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 5,446 | 297 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 5,365 | 292 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fund Advisors of America Inc/FL | History | No change | 5,371 | 292 | 0.27% | 0.27% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 5,155 | 285 | 0.0% | 0.0% | 293 | -39 | -0.75% | Q3 2026 | Nov 04, 2026 |
| Sky Investment Group LLC | History | New | 5,023 | 277 | 0.03% | — | 294 | +5,023 | New | Q3 2026 | Oct 30, 2026 |
| Pavaki Capital Management LLC | History | No change | 5,000 | 276 | 0.09% | 0.09% | 295 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 4,988 | 275 | 0.03% | 0.03% | 296 | -1,133 | -18.51% | Q3 2026 | Oct 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 4,941 | 273 | 0.0% | 0.0% | 297 | +627 | 14.53% | Q3 2026 | Oct 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,007 | 273 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | New | 4,927 | 272 | 0.01% | — | 301 | +4,927 | New | Q3 2026 | Oct 27, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 4,990 | 272 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LMR Partners LLP | History | No change | 5,000 | 272 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 4,905 | 271 | 0.11% | 0.11% | 302 | -400 | -7.54% | Q3 2026 | Oct 23, 2026 |
| Kovack Advisors, Inc. | History | No change | 4,936 | 269 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 4,766 | 263 | 0.04% | 0.05% | 304 | +268 | 5.96% | Q3 2026 | Oct 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 4,737 | 262 | 0.02% | 0.02% | 305 | -24 | -0.5% | Q3 2026 | Oct 30, 2026 |
| SITTNER & NELSON, LLC | History | No change | 4,801 | 261 | 0.08% | 0.08% | 306 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 4,693 | 259 | 0.01% | 0.07% | 307 | -26,372 | -84.89% | Q3 2026 | Oct 30, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | No change | 4,758 | 259 | 0.12% | 0.12% | 308 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,677 | 258 | 0.0% | 0.0% | 309 | +651 | 16.17% | Q3 2026 | Oct 30, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,664 | 254 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 4,646 | 253 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 4,512 | 249 | 0.0% | 0.0% | 312 | +662 | 17.19% | Q3 2026 | Oct 26, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 4,525 | 246 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HB Wealth Management, LLC | History | Reduced | 4,428 | 244 | 0.0% | 0.0% | 314 | -868 | -16.39% | Q3 2026 | Oct 23, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 4,366 | 241 | 0.09% | 0.08% | 315 | +202 | 4.85% | Q3 2026 | Oct 15, 2026 |
| AlphaGrep UK Ltd | History | No change | 4,393 | 239 | 0.07% | 0.07% | 316 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 4,366 | 238 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 4,250 | 235 | 0.1% | 0.11% | 318 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,259 | 232 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 4,141 | 225 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Buckland Partners Management Co LLC | History | No change | 4,000 | 218 | 0.11% | 0.11% | 321 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | No change | 3,991 | 217 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 3,891 | 212 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3,692 | 204 | 0.01% | — | 324 | +3,692 | New | Q3 2026 | Oct 26, 2026 |
| Choate Investment Advisors | History | No change | 3,704 | 202 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 3,636 | 201 | 0.0% | 0.0% | 326 | -53 | -1.44% | Q3 2026 | Oct 08, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 3,672 | 200 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,533 | 192 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,343 | 182 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 3,300 | 182 | 0.15% | 0.16% | 330 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BFC Planning, Inc. | History | No change | 3,106 | 169 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 2,967 | 164 | 0.02% | 0.01% | 332 | +1,882 | 173.46% | Q3 2026 | Oct 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,963 | 163 | 0.0% | 0.0% | 333 | +154 | 5.48% | Q3 2026 | Oct 20, 2026 |
| UMB Bank, n.a. | History | No change | 2,870 | 156 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 2,718 | 150 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,623 | 143 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 2,567 | 142 | 0.0% | 0.0% | 337 | -25 | -0.96% | Q3 2026 | Oct 16, 2026 |
| Turn8 Private Wealth Inc. | History | No change | 2,556 | 139 | 0.09% | 0.09% | 338 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Corient IA LP | History | No change | 2,540 | 138 | 0.13% | 0.13% | 339 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Perspectives, Inc | History | No change | 2,422 | 133 | 0.03% | 0.03% | 340 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 2,347 | 129 | 0.0% | 0.0% | 341 | +315 | 15.5% | Q3 2026 | Oct 26, 2026 |
| HM PAYSON & CO | History | No change | 2,320 | 126 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EFG International AG | History | No change | 2,216 | 120 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 2,110 | 115 | 0.06% | 0.06% | 344 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,052 | 113 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 2,003 | 110 | 0.07% | — | 348 | +2,003 | New | Q3 2026 | Oct 21, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 2,000 | 110 | 0.04% | 0.04% | 346 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,035 | 110 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | History | No change | 2,000 | 109 | 0.09% | 0.09% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,934 | 106 | 0.0% | 0.0% | 350 | +260 | 15.53% | Q3 2026 | Oct 22, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,667 | 90 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,529 | 84 | 0.0% | 0.0% | 352 | +24 | 1.59% | Q3 2026 | Oct 23, 2026 |
| Larson Financial Group LLC | History | No change | 1,433 | 78 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 1,416 | 77 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,400 | 76 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,356 | 73 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Evelyn Partners Group Ltd | History | No change | 1,300 | 70 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,270 | 69 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 1,246 | 68 | 0.0% | 0.0% | 360 | +597 | 91.99% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | No change | 1,242 | 68 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,193 | 65 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,150 | 63 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Strategic Advocates LLC | History | No change | 1,147 | 63 | 0.24% | 0.24% | 363 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,153 | 62 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,104 | 61 | 0.0% | 0.0% | 365 | -27 | -2.39% | Q3 2026 | Nov 03, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,078 | 59 | 0.01% | 0.0% | 368 | +613 | 131.83% | Q3 2026 | Oct 01, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 1,095 | 59 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,073 | 59 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,000 | 55 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,018 | 55 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 1,000 | 55 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Banque Transatlantique SA | History | No change | 1,008 | 54 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pacer Advisors, Inc. | History | No change | 932 | 51 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 925 | 50 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | New | 877 | 48 | 0.01% | — | 375 | +877 | New | Q3 2026 | Oct 19, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 843 | 45 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 827 | 45 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 679 | 37 | 0.01% | 0.01% | 379 | -52 | -7.11% | Q3 2026 | Nov 02, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 682 | 37 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFG Advisory, LLC | History | No change | 661 | 36 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 646 | 35 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Costello Asset Management, INC | History | No change | 600 | 33 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Forum Finance Group S.A. | History | No change | 750 | 33 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 600 | 32 | 0.07% | 0.07% | 384 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 572 | 31 | 0.05% | 0.03% | 385 | -1,065 | -65.06% | Q3 2026 | Oct 14, 2026 |
| Optiver Holding B.V. | History | No change | 525 | 28 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 500 | 27 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| COUNTRY TRUST BANK | History | No change | 500 | 27 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 450 | 24 | 0.0% | — | 389 | +450 | New | Q3 2026 | Oct 30, 2026 |
| Manchester Capital Management LLC | History | No change | 400 | 22 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Transce3nd, LLC | History | New | 428 | 21 | 0.02% | — | 391 | +428 | New | Q3 2026 | Oct 26, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 375 | 20 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 382 | 20 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 355 | 19 | 0.01% | 0.01% | 397 | -50 | -12.35% | Q3 2026 | Oct 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 350 | 19 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Crewe Advisors LLC | History | No change | 350 | 19 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | No change | 366 | 19 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 321 | 18 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aventura Private Wealth, LLC | History | No change | 336 | 18 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 300 | 16 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Capital Management LLC | History | No change | 300 | 16 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Tidemark, LLC | History | No change | 280 | 15 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 269 | 14 | 0.0% | 0.0% | 403 | +164 | 156.19% | Q3 2026 | Oct 23, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 271 | 14 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MATHER GROUP, LLC. | History | New | 222 | 12 | 0.0% | — | 409 | +222 | New | Q3 2026 | Oct 14, 2026 |
| NFSG Corp | History | Reduced | 230 | 12 | 0.0% | 0.0% | 405 | -200 | -46.51% | Q3 2026 | Oct 15, 2026 |
| Abound Wealth Management | History | No change | 225 | 12 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 225 | 12 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 230 | 12 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 202 | 11 | 0.0% | — | 410 | +199 | 6633.33% | Q3 2026 | Oct 20, 2026 |
| Pacifica Partners Inc. | History | Added to | 200 | 11 | 0.0% | 0.0% | 414 | +170 | 566.67% | Q3 2026 | Oct 08, 2026 |
| Colonial Trust Advisors | History | No change | 209 | 11 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFSG, LLC | History | No change | 206 | 11 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 215 | 11 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Operose Advisors LLC | History | No change | 202 | 11 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Persistent Asset Partners Ltd | History | No change | 218 | 11 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 200 | 11 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| WealthCollab, LLC | History | No change | 200 | 10 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NBH Bank | History | No change | 200 | 10 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 165 | 9 | 0.0% | 0.0% | 421 | +47 | 39.83% | Q3 2026 | Oct 27, 2026 |
| CX Institutional | History | Reduced | 164 | 9 | 0.0% | 0.0% | 422 | -10 | -5.75% | Q3 2026 | Oct 02, 2026 |
| Elyxium Wealth, LLC | History | New | 162 | 8 | 0.0% | — | 427 | +162 | New | Q3 2026 | Oct 27, 2026 |
| Bogart Wealth, LLC | History | No change | 150 | 8 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 155 | 8 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 153 | 8 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Hickory Point Bank & Trust | History | No change | 150 | 8 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Front Row Advisors LLC | History | No change | 134 | 7 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Latitude Advisors, LLC | History | New | 121 | 6 | 0.0% | — | 433 | +121 | New | Q3 2026 | Oct 27, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 117 | 6 | 0.0% | — | 432 | +117 | New | Q3 2026 | Oct 22, 2026 |
| Covestor Ltd | History | Reduced | 103 | 6 | 0.0% | 0.0% | 430 | -7 | -6.36% | Q3 2026 | Oct 30, 2026 |
| SHP Wealth Management | History | No change | 125 | 6 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 120 | 6 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 100 | 5 | 0.0% | 0.0% | 435 | -35 | -25.93% | Q3 2026 | Oct 22, 2026 |
| ASSETMARK, INC | History | Reduced | 99 | 5 | 0.0% | 0.0% | 436 | -35 | -26.12% | Q3 2026 | Oct 21, 2026 |
| GODSEY & GIBB, INC | History | No change | 108 | 5 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 101 | 5 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Clearstead Trust, LLC | History | No change | 102 | 5 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triumph Capital Management | History | No change | 100 | 5 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 99 | 5 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Sachetta, LLC | History | No change | 105 | 5 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Caldwell Trust Co | History | No change | 100 | 5 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Ascentis Independent Advisors | History | New | 88 | 4 | 0.0% | — | 459 | +88 | New | Q3 2026 | Nov 03, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 85 | 4 | 0.0% | 0.0% | 452 | -43 | -33.59% | Q3 2026 | Oct 26, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 87 | 4 | 0.0% | 0.0% | 447 | +12 | 16.0% | Q3 2026 | Oct 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 75 | 4 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hurley Capital, LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 86 | 4 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Independence Bank of Kentucky | History | No change | 90 | 4 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Pflug Koory, LLC | History | No change | 84 | 4 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | No change | 80 | 4 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 75 | 4 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dogwood Wealth Management LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Monetary Solutions, Ltd | History | No change | 80 | 4 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 75 | 4 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 88 | 4 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | New | 66 | 3 | 0.0% | — | 474 | +66 | New | Q3 2026 | Oct 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 61 | 3 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 55 | 3 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | No change | 49 | 3 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFS Advisors, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| StrongBox Wealth, LLC | History | No change | 64 | 3 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Bell Investment Advisors, Inc | History | No change | 68 | 3 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Gould Capital, LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Colonial Trust Co / SC | History | No change | 58 | 3 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Main Street Group, LTD | History | No change | 62 | 3 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Fairscale Capital, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 68 | 3 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 67 | 3 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 55 | 3 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Next Level Wealth Planning, LLC | History | New | 50 | 2 | 0.0% | — | 486 | +50 | New | Q3 2026 | Oct 29, 2026 |
| SYNTAX RESEARCH, INC. | History | New | 45 | 2 | 0.0% | — | 485 | +45 | New | Q3 2026 | Nov 04, 2026 |
| DeDora Capital, Inc. | History | New | 38 | 2 | 0.0% | — | 484 | +38 | New | Q3 2026 | Oct 26, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 39 | 2 | 0.0% | 0.0% | 480 | -6 | -13.33% | Q3 2026 | Oct 29, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 41 | 2 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SouthState Bank Corp | History | No change | 50 | 2 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 40 | 2 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Blume Capital Management, Inc. | History | No change | 50 | 2 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Community Bank, N.A. | History | No change | 50 | 2 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Bridge, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Mascoma Wealth Management LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 45 | 2 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 32 | 1 | 0.0% | — | 499 | +32 | New | Q3 2026 | Oct 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 23 | 1 | 0.0% | — | 489 | +11 | 91.67% | Q3 2026 | Oct 20, 2026 |
| Hughes Financial Services, LLC | History | Added to | 21 | 1 | 0.0% | 0.0% | 495 | +2 | 10.53% | Q3 2026 | Oct 30, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Kozak & Associates, Inc. | History | No change | 26 | 1 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 28 | 1 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Archer Investment Corp | History | No change | 20 | 1 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Synergy Investment Management, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| TOP Private Wealth LLC. | History | No change | 34 | 1 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Closed out | 0 | 0 | — | 0.02% | — | -11,111 | -100.0% | Q3 2026 | Oct 22, 2026 |
| PSP Research LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,000 | -100.0% | Q3 2026 | Oct 21, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,133 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,010 | -100.0% | Q3 2026 | Oct 28, 2026 |
| James J. Burns & Company, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,855 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Retirement Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,720 | -100.0% | Q3 2026 | Oct 19, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,187 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Axiom Investment Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,520 | -100.0% | Q3 2026 | Nov 03, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -620 | -100.0% | Q3 2026 | Oct 26, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -535 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Paladin Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -150 | -100.0% | Q3 2026 | Oct 06, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Princeton Global Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2026 | Oct 21, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Gen-Wealth Partners Inc | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q3 2026 | Oct 30, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Activest Wealth Management | History | Reduced | 3 | 0 | — | — | — | -11 | -78.57% | Q3 2026 | Oct 15, 2026 |
| DUNCKER STREETT & CO INC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2026 | Oct 30, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Blue Trust, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 15, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 21, 2026 |
| PayPay Securities Corp | History | Added to | 16 | 0 | — | — | — | +1 | 6.67% | Q3 2026 | Oct 26, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 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% | Q3 2026 | Oct 05, 2026 |
| Altshuler Shaham Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DT Investment Partners, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| West Family Investments, Inc. | History | No change | 35,500 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JNBA Financial Advisors | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Inspire Investing, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 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% | Q3 2026 | Oct 26, 2026 |
| Cordant, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MTM Investment Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 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% | Q3 2026 | Oct 20, 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% | Q3 2026 | Oct 20, 2026 |
| Leo H. Evart, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Quarry LP | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Private Wealth Management Group, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Rossby Financial, LCC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key Capital Management, INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Allied Private Wealth LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Essential Partners LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |