CORVEL CORP - CRVL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 5,139,406 | 321,315 | 0.0% | 0.0% | 1 | +262,510 | 5.38% | Q2 2026 | Aug 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 4,551,195 | 284,540 | 0.88% | 0.78% | 2 | -319,794 | -6.57% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 1,719,876 | 107,526 | 0.0% | 0.0% | 3 | +28,477 | 1.68% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,529,530 | 95,626 | 0.13% | 0.14% | 4 | -88,300 | -5.46% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,298,302 | 81,169 | 0.0% | 0.0% | 5 | +1,310 | 0.1% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 1,289,247 | 80,603 | 0.0% | 0.0% | 6 | +80,056 | 6.62% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,136,109 | 71,026 | 0.01% | 0.01% | 7 | -24,444 | -2.11% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,013,570 | 63,378 | 0.0% | 0.0% | 8 | +76,018 | 8.11% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Reduced | 655,700 | 40,994 | 0.0% | 0.0% | 9 | -39,206 | -5.64% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 453,149 | 28,330 | 0.0% | 0.0% | 10 | -8,773 | -1.9% | Q2 2026 | Aug 14, 2026 |
| Boston Trust Walden Corp | History | Reduced | 415,013 | 25,946 | 0.2% | 0.2% | 11 | -20,012 | -4.6% | Q2 2026 | Jul 24, 2026 |
| NORTHERN TRUST CORP | History | Added to | 410,412 | 25,658 | 0.0% | 0.0% | 12 | +30,816 | 8.12% | Q2 2026 | Aug 13, 2026 |
| Owls Nest Partners IA, LLC | History | Added to | 407,671 | 25,487 | 8.27% | 6.66% | 13 | +59,342 | 17.04% | Q2 2026 | Aug 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 383,419 | 23,971 | 0.28% | 0.19% | 14 | +153,877 | 67.04% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 358,999 | 22,444 | 0.01% | 0.0% | 15 | +228,958 | 176.07% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 312,845 | 19,559 | 0.0% | 0.0% | 16 | +36,370 | 13.15% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 271,516 | 16,975 | 0.0% | 0.0% | 17 | +39,850 | 17.2% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 251,733 | 15,738 | 0.0% | 0.0% | 18 | +57,026 | 29.29% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 221,883 | 13,872 | 0.01% | 0.01% | 19 | +57,920 | 35.33% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 219,291 | 13,710 | 0.0% | 0.0% | 20 | +6,707 | 3.15% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 182,963 | 11,438 | 0.0% | 0.0% | 21 | -1,462 | -0.79% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 181,994 | 11,378 | 0.01% | 0.01% | 22 | +2,394 | 1.33% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 150,104 | 9,384 | 0.01% | 0.01% | 23 | +8,217 | 5.79% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 145,409 | 9,090 | 0.01% | 0.0% | 24 | +33,159 | 29.54% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | New | 138,400 | 8,652 | 0.0% | — | 25 | +138,400 | New | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 132,045 | 8,255 | 0.0% | 0.0% | 26 | +50,416 | 61.76% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 130,743 | 8,174 | 0.0% | — | 27 | +130,743 | New | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 129,122 | 8,072 | 0.0% | 0.0% | 28 | +24,284 | 23.16% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 116,753 | 7,299 | 0.0% | 0.0% | 29 | -3,889 | -3.22% | Q2 2026 | Aug 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 116,022 | 7,253 | 0.02% | 0.01% | 30 | +50,267 | 76.45% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 108,597 | 6,779 | 0.0% | 0.0% | 31 | -26,694 | -19.73% | Q2 2026 | Aug 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 107,067 | 6,693 | 0.02% | 0.02% | 32 | -4,562 | -4.09% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 105,732 | 6,610 | 0.01% | 0.01% | 33 | +24,188 | 29.66% | Q2 2026 | Aug 13, 2026 |
| Granahan Investment Management, LLC | History | Added to | 105,569 | 6,600 | 0.24% | 0.21% | 34 | +25,673 | 32.13% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 102,070 | 6,381 | 0.0% | 0.0% | 35 | +910 | 0.9% | Q2 2026 | Sep 23, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 101,952 | 6,374 | 0.01% | 0.02% | 36 | -95,906 | -48.47% | Q2 2026 | Jul 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 100,805 | 6,302 | 0.0% | 0.0% | 37 | +32,076 | 46.67% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 99,807 | 6,239 | 0.0% | 0.0% | 38 | +5,693 | 6.05% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Added to | 79,507 | 4,970 | 0.0% | 0.0% | 39 | +15,324 | 23.88% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 79,487 | 4,969 | 0.0% | 0.0% | 40 | -10,318 | -11.49% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 79,342 | 4,960 | 0.0% | 0.01% | 41 | -60,127 | -43.11% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 78,890 | 4,932 | 0.0% | 0.0% | 42 | +1,116 | 1.43% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 87,660 | 4,790 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 73,893 | 4,619 | 0.0% | 0.0% | 44 | +3,881 | 5.54% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 73,553 | 4,598 | 0.0% | 0.0% | 45 | +14,761 | 25.11% | Q2 2026 | Aug 06, 2026 |
| Legal & General Group Plc | History | Reduced | 68,190 | 4,263 | 0.0% | 0.0% | 46 | -3,676 | -5.12% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 66,581 | 4,162 | 0.0% | 0.0% | 47 | +7 | 0.01% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 66,189 | 4,138 | 0.0% | 0.01% | 48 | -30,960 | -31.87% | Q2 2026 | Aug 14, 2026 |
| Voleon Capital Management LP | History | Reduced | 65,893 | 4,119 | 0.08% | 0.1% | 49 | -22,162 | -25.17% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 65,556 | 4,098 | 0.0% | 0.0% | 50 | -4,037 | -5.8% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | Added to | 62,386 | 3,900 | 0.12% | 0.01% | 51 | +55,043 | 749.6% | Q2 2026 | Aug 11, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 61,557 | 3,848 | 0.02% | 0.02% | 52 | -4,702 | -7.1% | Q2 2026 | Aug 10, 2026 |
| Callan Family Office, LLC | History | Added to | 61,305 | 3,832 | 0.07% | 0.08% | 53 | +38 | 0.06% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 60,326 | 3,771 | 0.0% | 0.0% | 54 | +5,143 | 9.32% | Q2 2026 | Aug 07, 2026 |
| Swiss National Bank | History | Reduced | 56,500 | 3,532 | 0.0% | 0.0% | 55 | -4,300 | -7.07% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 56,161 | 3,511 | 0.0% | 0.0% | 56 | +41 | 0.07% | Q2 2026 | Aug 12, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 55,450 | 3,466 | 0.44% | 0.43% | 57 | +581 | 1.06% | Q2 2026 | Jul 10, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 55,352 | 3,460 | 0.0% | 0.0% | 58 | +218 | 0.4% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 54,959 | 3,436 | 0.0% | 0.0% | 59 | +175 | 0.32% | Q2 2026 | Aug 12, 2026 |
| Walleye Capital LLC | History | Added to | 52,915 | 3,308 | 0.01% | 0.0% | 60 | +48,906 | 1219.91% | Q2 2026 | Aug 03, 2026 |
| Corient Private Wealth LP | History | Added to | 50,913 | 3,183 | 0.0% | 0.0% | 61 | +15,414 | 43.42% | Q2 2026 | Aug 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 47,446 | 2,967 | 0.0% | 0.0% | 62 | +8,936 | 23.2% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 41,701 | 2,607 | 0.0% | 0.0% | 63 | +8,481 | 25.53% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 40,798 | 2,550 | 0.0% | 0.0% | 64 | +649 | 1.62% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | Reduced | 39,759 | 2,485 | 0.03% | 0.04% | 65 | -6,237 | -13.56% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 37,593 | 2,350 | 0.0% | 0.0% | 66 | +8,443 | 28.96% | Q2 2026 | Aug 24, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 33,444 | 2,090 | 0.0% | 0.0% | 67 | +11,512 | 52.49% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 32,560 | 2,035 | 0.0% | 0.0% | 68 | -45,537 | -58.31% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Added to | 31,780 | 1,988 | 0.01% | 0.01% | 69 | +552 | 1.77% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 31,657 | 1,979 | 0.0% | 0.0% | 70 | -9,632 | -23.33% | Q2 2026 | Aug 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 31,288 | 1,956 | 0.02% | 0.02% | 71 | +164 | 0.53% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 31,088 | 1,943 | 0.02% | 0.02% | 72 | -25 | -0.08% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 29,783 | 1,862 | 0.01% | 0.0% | 73 | +21,022 | 239.95% | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | Reduced | 29,307 | 1,832 | 0.02% | 0.05% | 74 | -41,179 | -58.42% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 26,904 | 1,682 | 0.0% | 0.0% | 75 | +8,353 | 45.03% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 26,472 | 1,655 | 0.0% | 0.0% | 76 | +1,218 | 4.82% | Q2 2026 | Jul 23, 2026 |
| CITIGROUP INC | History | Reduced | 26,464 | 1,654 | 0.0% | 0.0% | 77 | -3,956 | -13.0% | Q2 2026 | Aug 03, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 25,389 | 1,585 | 0.0% | 0.0% | 78 | -1,064 | -4.02% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Reduced | 25,187 | 1,574 | 0.0% | 0.0% | 79 | -492 | -1.92% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Added to | 24,725 | 1,545 | 0.0% | 0.0% | 80 | +16,615 | 204.87% | Q2 2026 | Aug 13, 2026 |
| OP Asset Management Ltd | History | No change | 24,276 | 1,517 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 24,264 | 1,516 | 0.08% | 0.08% | 82 | -229 | -0.93% | Q2 2026 | Aug 13, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 22,948 | 1,434 | 0.09% | 0.09% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WINTON GROUP Ltd | History | Added to | 22,772 | 1,423 | 0.05% | 0.04% | 84 | +165 | 0.73% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 22,681 | 1,418 | 0.0% | 0.0% | 85 | +125 | 0.55% | Q2 2026 | Aug 05, 2026 |
| SG Americas Securities, LLC | History | Reduced | 22,121 | 1,383 | 0.0% | 0.0% | 86 | -24,884 | -52.94% | Q2 2026 | Aug 07, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 21,846 | 1,365 | 0.01% | 0.01% | 87 | +11,144 | 104.13% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 20,511 | 1,282 | 0.0% | 0.0% | 88 | -5,645 | -21.58% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 20,490 | 1,281 | 0.0% | 0.0% | 89 | -338 | -1.62% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 19,424 | 1,214 | 0.02% | 0.0% | 90 | +14,477 | 292.64% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Added to | 19,147 | 1,197 | 0.01% | 0.01% | 91 | +3,332 | 21.07% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 19,046 | 1,190 | 0.0% | 0.0% | 92 | +11,455 | 150.9% | Q2 2026 | Aug 19, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 19,004 | 1,188 | 0.02% | — | 93 | +19,004 | New | Q2 2026 | Jul 13, 2026 |
| LPL Financial LLC | History | Added to | 18,576 | 1,161 | 0.0% | 0.0% | 94 | +350 | 1.92% | Q2 2026 | Aug 07, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 18,431 | 1,152 | 0.02% | 0.02% | 95 | -82 | -0.44% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Associates, LP | History | New | 18,422 | 1,151 | 0.0% | — | 97 | +18,422 | New | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 18,419 | 1,151 | 0.0% | 0.0% | 96 | +18,296 | 14874.8% | Q2 2026 | Aug 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 17,900 | 1,119 | 0.0% | 0.0% | 98 | -9,558 | -34.81% | Q2 2026 | Aug 13, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 17,721 | 1,107 | 0.03% | 0.07% | 99 | -22,810 | -56.28% | Q2 2026 | Jul 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 17,616 | 1,101 | 0.01% | 0.01% | 100 | +6,097 | 52.93% | Q2 2026 | Aug 06, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 17,369 | 1,085 | 0.09% | 0.08% | 101 | +1,902 | 12.3% | Q2 2026 | Jul 16, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 17,300 | 1,081 | 0.0% | 0.0% | 102 | -400 | -2.26% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 17,231 | 1,077 | 0.0% | 0.0% | 103 | +630 | 3.79% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 16,990 | 1,062 | 0.0% | 0.0% | 104 | -13,222 | -43.76% | Q2 2026 | Aug 14, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 16,680 | 1,042 | 0.01% | — | 105 | +16,680 | New | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 16,613 | 1,038 | 0.01% | 0.01% | 106 | +845 | 5.36% | Q2 2026 | Aug 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 16,588 | 1,037 | 0.0% | 0.0% | 107 | +2,949 | 21.62% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | Reduced | 16,322 | 1,020 | 0.01% | 0.01% | 108 | -1,694 | -9.4% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | New | 15,648 | 978 | 0.01% | — | 109 | +15,648 | New | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 14,996 | 937 | 0.01% | 0.01% | 110 | +8,091 | 117.18% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 14,894 | 931 | 0.0% | 0.0% | 111 | +1,470 | 10.95% | Q2 2026 | Sep 09, 2026 |
| Atria Investments, Inc | History | Reduced | 14,380 | 899 | 0.01% | 0.01% | 112 | -259 | -1.77% | Q2 2026 | Jul 28, 2026 |
| State of Wyoming | History | Added to | 14,246 | 890 | 0.09% | 0.02% | 113 | +11,560 | 430.38% | Q2 2026 | Aug 06, 2026 |
| Squarepoint Ops LLC | History | Reduced | 14,000 | 875 | 0.0% | 0.0% | 114 | -10,191 | -42.13% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 13,700 | 856 | 0.01% | 0.01% | 115 | -100 | -0.72% | Q2 2026 | Jul 21, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 13,607 | 850 | 0.0% | 0.0% | 116 | -65 | -0.48% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 13,557 | 847 | 0.01% | 0.01% | 117 | -5,127 | -27.44% | Q2 2026 | Jul 20, 2026 |
| Blackstone Inc. | History | Added to | 13,290 | 830 | 0.0% | 0.0% | 118 | +2,071 | 18.46% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 22,199 | 799 | 0.0% | 0.0% | 119 | +7,448 | 50.49% | Q2 2026 | Jul 15, 2026 |
| Jupiter Topco LLC | History | New | 12,699 | 793 | 0.0% | — | 120 | +12,699 | New | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 12,408 | 775 | 0.0% | 0.0% | 121 | -11 | -0.09% | Q2 2026 | Aug 13, 2026 |
| Numerai GP LLC | History | New | 12,188 | 761 | 0.06% | — | 122 | +12,188 | New | Q2 2026 | Aug 14, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 12,000 | 750 | 0.1% | 0.1% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 11,978 | 748 | 0.01% | 0.01% | 124 | +779 | 6.96% | Q2 2026 | Jul 31, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 11,900 | 744 | 0.0% | 0.0% | 125 | -200 | -1.65% | Q2 2026 | Jul 10, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 11,778 | 736 | 0.0% | 0.0% | 126 | -5,604 | -32.24% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 11,626 | 726 | 0.01% | 0.01% | 127 | +1,110 | 10.56% | Q2 2026 | Aug 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 11,441 | 715 | 0.0% | 0.01% | 128 | -9,116 | -44.34% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | Added to | 11,262 | 704 | 0.01% | 0.01% | 129 | +1,924 | 20.6% | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 12,699 | 694 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 11,022 | 689 | 0.0% | 0.0% | 131 | +1,700 | 18.24% | Q2 2026 | Jul 29, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 10,959 | 685 | 0.04% | 0.05% | 132 | -3,600 | -24.73% | Q2 2026 | Aug 06, 2026 |
| Inspire Investing, LLC | History | Added to | 10,887 | 680 | 0.03% | 0.04% | 133 | +1,326 | 13.87% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 10,198 | 637 | 0.0% | 0.0% | 134 | -64,216 | -86.3% | Q2 2026 | Sep 02, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 10,196 | 637 | 0.1% | 0.11% | 135 | -1,855 | -15.39% | Q2 2026 | Jul 23, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 9,698 | 606 | 0.0% | 0.0% | 136 | +211 | 2.22% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 9,600 | 600 | 0.0% | 0.0% | 137 | +1,700 | 21.52% | Q2 2026 | Jul 30, 2026 |
| Brooklyn Investment Group | History | No change | 10,989 | 600 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 9,589 | 599 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pathstone Holdings, LLC | History | Added to | 9,386 | 586 | 0.0% | 0.0% | 140 | +1,849 | 24.53% | Q2 2026 | Aug 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 9,297 | 583 | 0.01% | 0.01% | 141 | +1,072 | 13.03% | Q2 2026 | Jul 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 9,166 | 573 | 0.01% | 0.01% | 142 | +39 | 0.43% | Q2 2026 | Jul 16, 2026 |
| WESBANCO BANK INC | History | Added to | 8,846 | 553 | 0.01% | 0.01% | 143 | +515 | 6.18% | Q2 2026 | Jul 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 8,787 | 549 | 0.0% | 0.0% | 144 | +724 | 8.98% | Q2 2026 | Jul 23, 2026 |
| Quadrature Capital Ltd | History | Reduced | 8,721 | 545 | 0.0% | 0.01% | 145 | -3,017 | -25.7% | Q2 2026 | Aug 06, 2026 |
| Impact Capital Partners LLC | History | Added to | 8,469 | 529 | 0.14% | 0.14% | 146 | +137 | 1.64% | Q2 2026 | Jul 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 8,337 | 521 | 0.0% | 0.0% | 147 | -581 | -6.51% | Q2 2026 | Jul 23, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 8,102 | 506 | 0.0% | 0.01% | 148 | -1,535 | -15.93% | Q2 2026 | Aug 10, 2026 |
| Procyon Advisors, LLC | History | New | 7,934 | 496 | 0.02% | — | 149 | +7,934 | New | Q2 2026 | Jul 09, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 7,898 | 493 | 0.06% | 0.06% | 150 | -519 | -6.17% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Reduced | 7,763 | 485 | 0.0% | 0.0% | 152 | -683 | -8.09% | Q2 2026 | Aug 07, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,762 | 485 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 7,508 | 469 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 7,498 | 468 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,438 | 465 | 0.0% | 0.0% | 155 | +1,419 | 23.58% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 7,421 | 463 | 0.0% | 0.0% | 156 | -7,924 | -51.64% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 7,399 | 462 | 0.0% | 0.0% | 157 | -317 | -4.11% | Q2 2026 | Jul 17, 2026 |
| Focus Partners Wealth | History | New | 7,253 | 453 | 0.0% | — | 158 | +7,253 | New | Q2 2026 | Aug 12, 2026 |
| AVIVA PLC | History | Reduced | 7,238 | 452 | 0.0% | 0.0% | 159 | -1,462 | -16.8% | Q2 2026 | Aug 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 7,088 | 443 | 0.0% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 7,000 | 437 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | New | 6,954 | 434 | 0.0% | — | 162 | +6,954 | New | Q2 2026 | Aug 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 6,700 | 419 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Trexquant Investment LP | History | Reduced | 6,538 | 408 | 0.0% | 0.02% | 164 | -41,388 | -86.36% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 6,277 | 392 | 0.01% | 0.04% | 165 | -19,023 | -75.19% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 6,242 | 390 | 0.0% | — | 166 | +6,242 | New | Q2 2026 | Aug 13, 2026 |
| Amundi | History | New | 6,174 | 385 | 0.0% | — | 167 | +6,174 | New | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 6,942 | 379 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RBF Capital, LLC | History | No change | 6,000 | 375 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 5,853 | 365 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | Added to | 5,824 | 364 | 0.0% | 0.0% | 171 | +5,541 | 1957.95% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 5,685 | 355 | 0.0% | 0.0% | 172 | +544 | 10.58% | Q2 2026 | Aug 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 5,636 | 352 | 0.0% | 0.0% | 173 | +754 | 15.44% | Q2 2026 | Aug 06, 2026 |
| Inspire Advisors, LLC | History | Added to | 5,591 | 349 | 0.02% | 0.02% | 174 | +1,546 | 38.22% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 5,490 | 343 | 0.01% | 0.01% | 175 | +426 | 8.41% | Q2 2026 | Jul 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 5,473 | 342 | 0.0% | 0.0% | 176 | +318 | 6.17% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | Added to | 5,336 | 333 | 0.0% | 0.0% | 177 | +77 | 1.46% | Q2 2026 | Aug 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,314 | 332 | 0.0% | 0.0% | 178 | -1,635 | -23.53% | Q2 2026 | Sep 08, 2026 |
| BARCLAYS PLC | History | Reduced | 5,135 | 321 | 0.0% | 0.0% | 179 | -1,639 | -24.2% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 5,120 | 320 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vestcor Inc | History | No change | 4,592 | 287 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,573 | 285 | 0.0% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 4,531 | 283 | 0.0% | 0.0% | 183 | +10 | 0.22% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,469 | 279 | 0.0% | 0.0% | 184 | +302 | 7.25% | Q2 2026 | Aug 13, 2026 |
| Busey Bank | History | No change | 4,442 | 277 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inscription Capital, LLC | History | Added to | 4,336 | 271 | 0.02% | 0.02% | 186 | +210 | 5.09% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 4,309 | 269 | 0.0% | 0.0% | 187 | -13,946 | -76.4% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 4,234 | 264 | 0.0% | 0.0% | 188 | -317 | -6.97% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | New | 4,124 | 257 | 0.0% | — | 189 | +4,124 | New | Q2 2026 | Jul 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,055 | 253 | 0.0% | 0.01% | 190 | -2,670 | -39.7% | Q2 2026 | Jul 22, 2026 |
| World Investment Advisors | History | Added to | 4,603 | 251 | 0.0% | 0.0% | 191 | +15 | 0.33% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 3,791 | 237 | 0.0% | — | 192 | +3,791 | New | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | New | 3,726 | 232 | 0.0% | — | 193 | +3,726 | New | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 3,628 | 226 | 0.0% | — | 194 | +3,628 | New | Q2 2026 | Aug 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | New | 3,573 | 223 | 0.0% | — | 196 | +3,573 | New | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,561 | 223 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 3,422 | 213 | 0.0% | 0.0% | 197 | -809 | -19.12% | Q2 2026 | Jul 24, 2026 |
| Ethic Inc. | History | New | 3,329 | 208 | 0.0% | — | 198 | +3,329 | New | Q2 2026 | Jul 29, 2026 |
| Quantbot Technologies LP | History | Reduced | 3,206 | 200 | 0.01% | 0.02% | 200 | -6,475 | -66.88% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,202 | 200 | 0.0% | 0.0% | 199 | +856 | 36.49% | Q2 2026 | Aug 07, 2026 |
| Axxion S.A. | History | New | 3,130 | 195 | 0.01% | — | 201 | +3,130 | New | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,832 | 177 | 0.01% | 0.01% | 202 | +30 | 1.07% | Q2 2026 | Sep 04, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,682 | 167 | 0.0% | 0.0% | 203 | +249 | 10.23% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,612 | 163 | 0.0% | 0.0% | 204 | +265 | 11.29% | Q2 2026 | Jul 23, 2026 |
| GAMMA Investing LLC | History | Added to | 2,338 | 146 | 0.01% | 0.0% | 205 | +394 | 20.27% | Q2 2026 | Jul 07, 2026 |
| Allworth Financial LP | History | Added to | 2,220 | 138 | 0.0% | 0.0% | 206 | +1,062 | 91.71% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,976 | 123 | 0.01% | 0.01% | 207 | +249 | 14.42% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,967 | 122 | 0.0% | 0.0% | 208 | +793 | 67.55% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | Added to | 1,531 | 95 | 0.0% | 0.0% | 209 | +394 | 34.65% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | Added to | 1,317 | 82 | 0.05% | 0.04% | 210 | +216 | 19.62% | Q2 2026 | Aug 07, 2026 |
| Nykredit A/S | History | New | 1,283 | 80 | 0.0% | — | 211 | +1,283 | New | Q2 2026 | Sep 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,228 | 76 | 0.0% | 0.0% | 212 | +195 | 18.88% | Q2 2026 | Jul 02, 2026 |
| Quent Capital, LLC | History | Reduced | 1,084 | 67 | 0.0% | 0.0% | 213 | -34 | -3.04% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,038 | 64 | 0.0% | 0.0% | 214 | -407 | -28.17% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | No change | 987 | 62 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | Added to | 973 | 60 | 0.0% | 0.0% | 217 | +395 | 68.34% | Q2 2026 | Jul 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 939 | 60 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Versant Capital Management, Inc | History | Added to | 907 | 56 | 0.01% | 0.0% | 218 | +339 | 59.68% | Q2 2026 | Jul 02, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 689 | 43 | 0.0% | 0.0% | 219 | -218 | -24.04% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 620 | 38 | 0.0% | 0.0% | 220 | +455 | 275.76% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 539 | 33 | 0.0% | 0.0% | 221 | +209 | 63.33% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 424 | 26 | 0.0% | 0.0% | 222 | +112 | 35.9% | Q2 2026 | Jul 17, 2026 |
| Essential Partners LLC | History | Added to | 398 | 24 | 0.01% | 0.0% | 223 | +191 | 92.27% | Q2 2026 | Aug 10, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 358 | 23 | 0.0% | 0.0% | 225 | +161 | 81.73% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 379 | 23 | 0.0% | 0.0% | 224 | +60 | 18.81% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | Added to | 367 | 22 | 0.0% | 0.0% | 226 | +136 | 58.87% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 345 | 21 | 0.0% | 0.0% | 227 | +50 | 16.95% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 295 | 18 | 0.0% | 0.0% | 230 | +33 | 12.6% | Q2 2026 | Aug 05, 2026 |
| SouthState Bank Corp | History | No change | 300 | 18 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HM PAYSON & CO | History | No change | 300 | 18 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 253 | 15 | 0.0% | 0.0% | 231 | +52 | 25.87% | Q2 2026 | Aug 17, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 215 | 13 | 0.0% | 0.0% | 233 | +150 | 230.77% | Q2 2026 | Jul 20, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 201 | 13 | 0.0% | 0.0% | 232 | -27 | -11.84% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 196 | 12 | 0.0% | 0.0% | 234 | +113 | 136.14% | Q2 2026 | Aug 06, 2026 |
| LRI Investments, LLC | History | Added to | 197 | 12 | 0.0% | 0.0% | 235 | +89 | 82.41% | Q2 2026 | Jul 14, 2026 |
| SHP Wealth Management | History | No change | 172 | 10 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optiver Holding B.V. | History | New | 131 | 8 | 0.0% | — | 238 | +131 | New | Q2 2026 | Aug 12, 2026 |
| Aventura Private Wealth, LLC | History | No change | 132 | 8 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| True Wealth Design, LLC | History | Added to | 125 | 7 | 0.0% | 0.0% | 239 | +99 | 380.77% | Q2 2026 | Jul 16, 2026 |
| Private Wealth Management Group, LLC | History | No change | 123 | 7 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sterling Capital Management LLC | History | Reduced | 104 | 6 | 0.0% | 0.0% | 242 | -85 | -44.97% | Q2 2026 | Jul 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 99 | 6 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smartleaf Asset Management LLC | History | No change | 103 | 6 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Planning,Inc | History | No change | 96 | 6 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 94 | 5 | 0.0% | — | 246 | +76 | 422.22% | Q2 2026 | Jul 22, 2026 |
| Bare Financial Services, Inc | History | Added to | 82 | 5 | 0.0% | 0.0% | 247 | +33 | 67.35% | Q2 2026 | Jul 27, 2026 |
| High Note Wealth, LLC | History | No change | 88 | 5 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avion Wealth | History | Added to | 61 | 3 | 0.0% | 0.0% | 249 | +18 | 41.86% | Q2 2026 | Jul 31, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 57 | 3 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | New | 47 | 2 | 0.0% | — | 255 | +47 | New | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | New | 41 | 2 | 0.0% | — | 256 | +41 | New | Q2 2026 | Jul 20, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 36 | 2 | 0.0% | — | 254 | +22 | 157.14% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | Added to | 39 | 2 | 0.0% | 0.0% | 252 | +14 | 56.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 44 | 2 | 0.0% | 0.0% | 253 | +8 | 22.22% | Q2 2026 | Aug 28, 2026 |
| Marquette Asset Management, LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CVA Family Office, LLC | History | No change | 37 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 30 | 1 | 0.0% | — | 268 | +30 | New | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | New | 23 | 1 | 0.0% | — | 266 | +23 | New | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | New | 20 | 1 | 0.0% | — | 267 | +20 | New | Q2 2026 | Jul 29, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 27 | 1 | 0.0% | — | 263 | +18 | 200.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | Reduced | 21 | 1 | 0.0% | 0.0% | 264 | -5 | -19.23% | Q2 2026 | Aug 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 27 | 1 | 0.0% | 0.0% | 265 | -4 | -12.9% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 18 | 1 | 0.0% | — | 259 | +3 | 20.0% | Q2 2026 | Jul 10, 2026 |
| JPL Wealth Management, LLC | History | Added to | 25 | 1 | 0.0% | 0.0% | 262 | +2 | 8.7% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 18 | 1 | 0.0% | — | 257 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Manchester Capital Management LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 16 | 1 | 0.0% | — | 260 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bell Investment Advisors, Inc | History | No change | 22 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -104,894 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -74,006 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -21,039 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -19,407 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -19,045 | -100.0% | Q2 2026 | Aug 03, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,620 | -100.0% | Q2 2026 | Aug 17, 2026 |
| SkyView Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -16,008 | -100.0% | Q2 2026 | Sep 14, 2026 |
| Curi Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,519 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,283 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,638 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,793 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.01% | — | -5,500 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -5,260 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,757 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,612 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -4,498 | -100.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,028 | -100.0% | Q2 2026 | Aug 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -705 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Intentional Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q2 2026 | Jul 28, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -270 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -176 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Clark Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Capital Advisors, Ltd. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Fulcrum Asset Management LLP | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Aug 18, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q2 2026 | Jul 29, 2026 |
| CoreCap Advisors, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Jul 06, 2026 |
| Ankerstar Wealth, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q2 2026 | Aug 13, 2026 |