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 | No change | 5,139,406 | 321,315 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 4,551,195 | 284,540 | 0.88% | 0.88% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,719,876 | 107,526 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,529,530 | 95,626 | 0.13% | 0.13% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,146,473 | 85,468 | 0.02% | 0.01% | 5 | +10,364 | 0.91% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,298,302 | 81,169 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,289,247 | 80,603 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,008,709 | 75,210 | 0.0% | 0.0% | 8 | -4,861 | -0.48% | Q3 2026 | Nov 06, 2026 |
| MORGAN STANLEY | History | No change | 655,700 | 40,994 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Trust Walden Corp | History | Reduced | 394,963 | 29,444 | 0.24% | 0.2% | 10 | -20,050 | -4.83% | Q3 2026 | Oct 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 453,149 | 28,330 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 410,412 | 25,658 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Owls Nest Partners IA, LLC | History | No change | 407,671 | 25,487 | 8.27% | 8.27% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALGERT GLOBAL LLC | History | No change | 383,419 | 23,971 | 0.28% | 0.28% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 358,999 | 22,444 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 312,845 | 19,559 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 271,516 | 16,975 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 251,733 | 15,738 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 221,883 | 13,872 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 184,899 | 13,784 | 0.01% | 0.01% | 20 | +2,905 | 1.6% | Q3 2026 | Nov 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 219,291 | 13,710 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 176,313 | 13,144 | 0.0% | 0.0% | 22 | -6,650 | -3.63% | Q3 2026 | Nov 05, 2026 |
| Nuveen, LLC | History | Added to | 153,151 | 11,417 | 0.0% | 0.0% | 23 | +73,644 | 92.63% | Q3 2026 | Nov 10, 2026 |
| Creative Planning | History | Added to | 143,789 | 10,719 | 0.01% | 0.0% | 24 | +11,744 | 8.89% | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 150,104 | 9,384 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 145,409 | 9,090 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 138,400 | 8,652 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 104,792 | 8,250 | 0.02% | 0.02% | 28 | -2,275 | -2.12% | Q3 2026 | Nov 10, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 130,743 | 8,174 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 129,122 | 8,072 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 116,753 | 7,299 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 116,022 | 7,253 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 108,597 | 6,779 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 105,732 | 6,610 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Granahan Investment Management, LLC | History | No change | 105,569 | 6,600 | 0.24% | 0.24% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 85,698 | 6,388 | 0.01% | 0.0% | 36 | +12,145 | 16.51% | Q3 2026 | Nov 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 102,070 | 6,381 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 100,805 | 6,302 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 79,696 | 5,941 | 0.0% | 0.0% | 39 | +209 | 0.26% | Q3 2026 | Nov 10, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 72,701 | 5,419 | 0.01% | 0.01% | 40 | -29,251 | -28.69% | Q3 2026 | Oct 15, 2026 |
| Qube Research & Technologies Ltd | History | No change | 79,342 | 4,960 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 78,890 | 4,932 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 65,101 | 4,853 | 0.0% | 0.0% | 43 | +24,303 | 59.57% | Q3 2026 | Nov 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 87,660 | 4,790 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 64,051 | 4,774 | 0.0% | 0.0% | 45 | -2,530 | -3.8% | Q3 2026 | Nov 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 73,893 | 4,619 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 61,579 | 4,590 | 0.02% | 0.0% | 47 | +43,160 | 234.32% | Q3 2026 | Nov 10, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 60,978 | 4,545 | 0.03% | 0.02% | 48 | -579 | -0.94% | Q3 2026 | Nov 05, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 59,935 | 4,468 | 0.57% | 0.44% | 49 | +4,485 | 8.09% | Q3 2026 | Oct 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 58,301 | 4,346 | 0.0% | 0.0% | 50 | -2,025 | -3.36% | Q3 2026 | Nov 06, 2026 |
| Legal & General Group Plc | History | No change | 68,190 | 4,263 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 56,214 | 4,191 | 0.01% | 0.0% | 52 | +53 | 0.09% | Q3 2026 | Nov 09, 2026 |
| Point72 Asset Management, L.P. | History | No change | 66,189 | 4,138 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Voleon Capital Management LP | History | No change | 65,893 | 4,119 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 65,556 | 4,098 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 61,305 | 3,832 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Swiss National Bank | History | No change | 56,500 | 3,532 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 55,352 | 3,460 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 54,959 | 3,436 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walleye Capital LLC | History | No change | 52,915 | 3,308 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Corient Private Wealth LP | History | No change | 50,913 | 3,183 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 47,446 | 2,967 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 39,778 | 2,965 | 0.0% | 0.0% | 63 | -1,923 | -4.61% | Q3 2026 | Nov 10, 2026 |
| UBS Group AG | History | Reduced | 35,134 | 2,619 | 0.0% | 0.0% | 64 | -64,673 | -64.8% | Q3 2026 | Nov 10, 2026 |
| XTX Topco Ltd | History | No change | 39,759 | 2,485 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 37,593 | 2,350 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 28,451 | 2,121 | 0.01% | 0.01% | 67 | -1,332 | -4.47% | Q3 2026 | Nov 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 33,444 | 2,090 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 32,560 | 2,035 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 31,780 | 1,988 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 31,657 | 1,979 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 26,472 | 1,973 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| NewEdge Wealth, LLC | History | No change | 31,288 | 1,956 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 31,088 | 1,943 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 29,307 | 1,832 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OP Asset Management Ltd | History | No change | 24,276 | 1,809 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 22,948 | 1,710 | 0.1% | 0.09% | 77 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Cerity Partners LLC | History | No change | 26,904 | 1,682 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 25,389 | 1,585 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 25,187 | 1,574 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 20,839 | 1,553 | 0.0% | 0.0% | 81 | -1,842 | -8.12% | Q3 2026 | Nov 05, 2026 |
| Mariner, LLC | History | No change | 24,725 | 1,545 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 24,264 | 1,516 | 0.08% | 0.08% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 19,599 | 1,461 | 0.0% | 0.0% | 84 | -891 | -4.35% | Q3 2026 | Nov 05, 2026 |
| WINTON GROUP Ltd | History | No change | 22,772 | 1,423 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 18,753 | 1,398 | 0.11% | 0.09% | 86 | +1,384 | 7.97% | Q3 2026 | Oct 19, 2026 |
| SG Americas Securities, LLC | History | No change | 22,121 | 1,383 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | Reduced | 18,435 | 1,374 | 0.0% | 0.0% | 88 | -141 | -0.76% | Q3 2026 | Nov 06, 2026 |
| Brevan Howard Capital Management LP | History | No change | 21,846 | 1,365 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 17,836 | 1,329 | 0.01% | 0.01% | 90 | +220 | 1.25% | Q3 2026 | Nov 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 20,511 | 1,282 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 17,152 | 1,278 | 0.04% | 0.03% | 92 | -569 | -3.21% | Q3 2026 | Oct 05, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 16,705 | 1,245 | 0.0% | — | 93 | +16,705 | New | Q3 2026 | Nov 05, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 16,523 | 1,231 | 0.01% | 0.01% | 94 | -90 | -0.54% | Q3 2026 | Nov 05, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 19,424 | 1,214 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 19,147 | 1,197 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 19,046 | 1,190 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 18,431 | 1,152 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 15,440 | 1,151 | 0.0% | 0.0% | 100 | +1,440 | 10.29% | Q3 2026 | Nov 09, 2026 |
| Bridgewater Associates, LP | History | No change | 18,422 | 1,151 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 15,060 | 1,122 | 0.03% | 0.12% | 101 | -47,326 | -75.86% | Q3 2026 | Nov 09, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 17,900 | 1,119 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 17,300 | 1,081 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 17,231 | 1,077 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 14,306 | 1,066 | 0.01% | 0.01% | 105 | -74 | -0.51% | Q3 2026 | Oct 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 16,990 | 1,062 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 16,680 | 1,042 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 16,588 | 1,037 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 16,322 | 1,020 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 13,500 | 1,006 | 0.0% | 0.0% | 110 | +3,900 | 40.63% | Q3 2026 | Oct 30, 2026 |
| Horizon Investments, LLC | History | No change | 15,648 | 978 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 13,100 | 976 | 0.01% | 0.01% | 112 | -600 | -4.38% | Q3 2026 | Oct 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 21,791 | 968 | 0.0% | 0.0% | 113 | -408 | -1.84% | Q3 2026 | Oct 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 14,996 | 937 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 14,894 | 931 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 12,213 | 910 | 0.01% | 0.01% | 116 | +235 | 1.96% | Q3 2026 | Oct 28, 2026 |
| BARCLAYS PLC | History | Added to | 12,049 | 898 | 0.0% | 0.0% | 117 | +6,914 | 134.64% | Q3 2026 | Nov 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 13,607 | 850 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 11,363 | 847 | 0.0% | 0.0% | 119 | +1,774 | 18.5% | Q3 2026 | Nov 10, 2026 |
| Blackstone Inc. | History | No change | 13,290 | 830 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 11,091 | 826 | 0.0% | 0.0% | 121 | -15,373 | -58.09% | Q3 2026 | Nov 04, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 10,765 | 802 | 0.12% | 0.1% | 122 | +569 | 5.58% | Q3 2026 | Nov 06, 2026 |
| Jupiter Topco LLC | History | No change | 12,699 | 793 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 12,408 | 775 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Numerai GP LLC | History | No change | 12,188 | 761 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 12,000 | 750 | 0.1% | 0.1% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 11,778 | 736 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 11,626 | 726 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 9,700 | 723 | 0.0% | 0.0% | 129 | -2,200 | -18.49% | Q3 2026 | Nov 09, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 11,441 | 715 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 11,262 | 704 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 9,105 | 695 | 0.02% | 0.01% | 132 | -192 | -2.07% | Q3 2026 | Oct 09, 2026 |
| State of Wyoming | History | Reduced | 9,303 | 693 | 0.05% | 0.09% | 133 | -4,943 | -34.7% | Q3 2026 | Oct 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,022 | 689 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 10,959 | 685 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arizona State Retirement System | History | Added to | 8,621 | 642 | 0.0% | 0.0% | 136 | +858 | 11.05% | Q3 2026 | Nov 03, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 8,601 | 641 | 0.01% | 0.01% | 137 | -565 | -6.16% | Q3 2026 | Oct 22, 2026 |
| CITADEL ADVISORS LLC | History | No change | 10,198 | 637 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Inspire Investing, LLC | History | Reduced | 8,504 | 633 | 0.03% | 0.03% | 139 | -2,383 | -21.89% | Q3 2026 | Oct 22, 2026 |
| Impact Capital Partners LLC | History | Reduced | 8,352 | 622 | 0.17% | 0.14% | 140 | -117 | -1.38% | Q3 2026 | Oct 22, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 9,698 | 606 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 8,127 | 605 | 0.0% | 0.0% | 142 | -660 | -7.51% | Q3 2026 | Nov 09, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,954 | 593 | 0.0% | 0.0% | 143 | -383 | -4.59% | Q3 2026 | Oct 23, 2026 |
| Pathstone Holdings, LLC | History | No change | 9,386 | 586 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,762 | 579 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 7,671 | 570 | 0.01% | 0.01% | 146 | -5,886 | -43.42% | Q3 2026 | Oct 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 7,372 | 549 | 0.01% | — | 147 | +7,372 | New | Q3 2026 | Oct 22, 2026 |
| Quadrature Capital Ltd | History | No change | 8,721 | 545 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 7,260 | 541 | 0.0% | 0.0% | 149 | -139 | -1.88% | Q3 2026 | Nov 03, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 7,232 | 539 | 0.04% | 0.06% | 150 | -666 | -8.43% | Q3 2026 | Oct 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 7,000 | 521 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Procyon Advisors, LLC | History | Reduced | 6,937 | 517 | 0.02% | 0.02% | 152 | -997 | -12.57% | Q3 2026 | Oct 21, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 6,912 | 515 | 0.0% | 0.0% | 153 | +1,276 | 22.64% | Q3 2026 | Nov 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 6,888 | 513 | 0.01% | 0.0% | 154 | -200 | -2.82% | Q3 2026 | Oct 29, 2026 |
| Amundi | History | Added to | 6,818 | 508 | 0.0% | 0.0% | 155 | +644 | 10.43% | Q3 2026 | Nov 06, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 6,796 | 506 | 0.01% | 0.0% | 156 | +2,223 | 48.61% | Q3 2026 | Nov 05, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 6,700 | 499 | 0.03% | 0.02% | 157 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 7,508 | 469 | 0.0% | 0.0% | 158 | 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% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,438 | 465 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 7,421 | 463 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 7,253 | 453 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AVIVA PLC | History | No change | 7,238 | 452 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 5,879 | 438 | 0.0% | 0.0% | 164 | +26 | 0.44% | Q3 2026 | Oct 27, 2026 |
| Neuberger Berman Group LLC | History | No change | 6,954 | 434 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| HUB Investment Partners, LLC | History | New | 5,801 | 432 | 0.01% | — | 166 | +5,801 | New | Q3 2026 | Nov 03, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 5,757 | 429 | 0.0% | 0.0% | 167 | +72 | 1.27% | Q3 2026 | Nov 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 5,509 | 411 | 0.01% | 0.0% | 168 | +36 | 0.66% | Q3 2026 | Nov 09, 2026 |
| M&T BANK CORP | History | Added to | 5,488 | 408 | 0.0% | 0.0% | 169 | +152 | 2.85% | Q3 2026 | Nov 10, 2026 |
| Trexquant Investment LP | History | No change | 6,538 | 408 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Employees Retirement System of Texas | History | New | 5,443 | 406 | 0.0% | — | 171 | +5,443 | New | Q3 2026 | Nov 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 5,361 | 399 | 0.01% | 0.01% | 172 | -129 | -2.35% | Q3 2026 | Oct 23, 2026 |
| Aquatic Capital Management LLC | History | No change | 6,277 | 392 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,242 | 390 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 5,120 | 381 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| RBF Capital, LLC | History | No change | 6,000 | 375 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 5,824 | 364 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Inspire Advisors, LLC | History | No change | 5,591 | 349 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 4,611 | 343 | 0.0% | 0.0% | 179 | +80 | 1.77% | Q3 2026 | Nov 03, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,314 | 332 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Busey Bank | History | No change | 4,442 | 331 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 4,405 | 328 | 0.03% | — | 182 | +4,405 | New | Q3 2026 | Nov 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,316 | 321 | 0.0% | 0.0% | 183 | +688 | 18.96% | Q3 2026 | Nov 09, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,169 | 310 | 0.0% | 0.0% | 184 | +45 | 1.09% | Q3 2026 | Nov 06, 2026 |
| Inscription Capital, LLC | History | Reduced | 4,086 | 304 | 0.03% | 0.02% | 185 | -250 | -5.77% | Q3 2026 | Nov 02, 2026 |
| ProShare Advisors LLC | History | Reduced | 4,066 | 303 | 0.0% | 0.0% | 186 | -168 | -3.97% | Q3 2026 | Oct 28, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 3,925 | 292 | 0.0% | 0.0% | 187 | -130 | -3.21% | Q3 2026 | Oct 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,915 | 291 | 0.0% | 0.0% | 188 | +713 | 22.27% | Q3 2026 | Nov 06, 2026 |
| Vestcor Inc | History | No change | 4,592 | 287 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,469 | 279 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Advisor Solutions, LLC | History | New | 3,680 | 274 | 0.0% | — | 191 | +3,680 | New | Q3 2026 | Nov 10, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 3,625 | 270 | 0.0% | 0.0% | 192 | -101 | -2.71% | Q3 2026 | Nov 03, 2026 |
| Gotham Asset Management, LLC | History | No change | 4,309 | 269 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 3,546 | 264 | 0.0% | — | 194 | +3,546 | New | Q3 2026 | Oct 28, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 3,517 | 262 | 0.0% | 0.0% | 195 | -56 | -1.57% | Q3 2026 | Oct 23, 2026 |
| Axxion S.A. | History | Added to | 3,513 | 261 | 0.02% | 0.01% | 196 | +383 | 12.24% | Q3 2026 | Oct 22, 2026 |
| World Investment Advisors | History | No change | 4,603 | 251 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Global Investments | History | New | 3,260 | 243 | 0.01% | — | 198 | +3,260 | New | Q3 2026 | Oct 28, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,187 | 237 | 0.0% | — | 200 | +3,184 | 106133.33% | Q3 2026 | Nov 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 3,791 | 237 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,561 | 223 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 3,422 | 213 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| XPONANCE LLC | History | New | 2,808 | 209 | 0.0% | — | 203 | +2,808 | New | Q3 2026 | Nov 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,783 | 207 | 0.0% | 0.0% | 204 | +171 | 6.55% | Q3 2026 | Oct 23, 2026 |
| ROYCE & ASSOCIATES LP | History | New | 2,745 | 204 | 0.0% | — | 205 | +2,745 | New | Q3 2026 | Nov 09, 2026 |
| StoneX Group Inc. | History | New | 2,801 | 202 | 0.01% | — | 206 | +2,801 | New | Q3 2026 | Nov 03, 2026 |
| HB Wealth Management, LLC | History | New | 2,708 | 201 | 0.0% | — | 207 | +2,708 | New | Q3 2026 | Oct 23, 2026 |
| Quantbot Technologies LP | History | No change | 3,206 | 200 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 2,556 | 190 | 0.01% | 0.01% | 209 | +218 | 9.32% | Q3 2026 | Oct 08, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 2,518 | 187 | 0.01% | 0.01% | 210 | -314 | -11.09% | Q3 2026 | Oct 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,253 | 167 | 0.0% | 0.0% | 211 | +286 | 14.54% | Q3 2026 | Oct 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,682 | 167 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,064 | 153 | 0.0% | 0.0% | 213 | +1,640 | 386.79% | Q3 2026 | Oct 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,988 | 148 | 0.01% | 0.01% | 214 | +12 | 0.61% | Q3 2026 | Oct 27, 2026 |
| Allworth Financial LP | History | Added to | 2,267 | 141 | 0.0% | 0.0% | 215 | +47 | 2.12% | Q3 2026 | Nov 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,528 | 113 | 0.0% | 0.0% | 216 | -3 | -0.2% | Q3 2026 | Nov 05, 2026 |
| Nykredit A/S | History | No change | 1,283 | 95 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Covestor Ltd | History | Reduced | 1,211 | 90 | 0.06% | 0.05% | 219 | -106 | -8.05% | Q3 2026 | Oct 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,220 | 90 | 0.0% | 0.0% | 218 | -8 | -0.65% | Q3 2026 | Oct 05, 2026 |
| Quent Capital, LLC | History | No change | 1,084 | 90 | 0.01% | 0.0% | 220 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,204 | 89 | 0.0% | 0.0% | 221 | +909 | 308.14% | Q3 2026 | Nov 03, 2026 |
| KBC Group NV | History | No change | 987 | 74 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Sterling Capital Management LLC | History | Added to | 984 | 73 | 0.0% | 0.0% | 223 | +880 | 846.15% | Q3 2026 | Oct 22, 2026 |
| Versant Capital Management, Inc | History | Reduced | 905 | 67 | 0.01% | 0.01% | 224 | -2 | -0.22% | Q3 2026 | Oct 01, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,038 | 64 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 939 | 60 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 666 | 49 | 0.0% | 0.0% | 227 | +127 | 23.56% | Q3 2026 | Nov 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 619 | 46 | 0.0% | 0.0% | 228 | +516 | 500.97% | Q3 2026 | Nov 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 689 | 43 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 620 | 38 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 478 | 35 | 0.0% | — | 231 | +464 | 3314.29% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 455 | 33 | 0.0% | 0.0% | 232 | -518 | -53.24% | Q3 2026 | Oct 16, 2026 |
| Essential Partners LLC | History | Added to | 399 | 29 | 0.01% | 0.01% | 233 | +1 | 0.25% | Q3 2026 | Oct 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 358 | 26 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Root Financial Partners, LLC | History | New | 331 | 24 | 0.0% | — | 235 | +331 | New | Q3 2026 | Oct 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 379 | 23 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SouthState Bank Corp | History | No change | 300 | 22 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| UMB Bank, n.a. | History | Reduced | 287 | 21 | 0.0% | 0.0% | 238 | -80 | -21.8% | Q3 2026 | Nov 06, 2026 |
| FEDERATED HERMES, INC. | History | No change | 345 | 21 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HM PAYSON & CO | History | No change | 300 | 18 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 223 | 16 | 0.0% | 0.0% | 241 | +129 | 137.23% | Q3 2026 | Oct 26, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 215 | 16 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 253 | 15 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pacer Advisors, Inc. | History | No change | 201 | 13 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortitude Family Office, LLC | History | Added to | 162 | 12 | 0.0% | 0.0% | 245 | +121 | 295.12% | Q3 2026 | Oct 14, 2026 |
| LRI Investments, LLC | History | No change | 197 | 12 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Elyxium Wealth, LLC | History | New | 143 | 10 | 0.0% | — | 248 | +143 | New | Q3 2026 | Oct 27, 2026 |
| SHP Wealth Management | History | No change | 172 | 10 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 129 | 9 | 0.0% | 0.0% | 249 | -67 | -34.18% | Q3 2026 | Nov 10, 2026 |
| True Wealth Design, LLC | History | No change | 125 | 9 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 123 | 9 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Optiver Holding B.V. | History | No change | 131 | 8 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aventura Private Wealth, LLC | History | No change | 132 | 8 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 99 | 7 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Asset Planning,Inc | History | No change | 96 | 7 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| High Note Wealth, LLC | History | No change | 88 | 6 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Bare Financial Services, Inc | History | No change | 82 | 6 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 64 | 4 | 0.0% | — | 259 | +64 | New | Q3 2026 | Oct 30, 2026 |
| Avion Wealth | History | No change | 61 | 4 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Clark Wealth Partners | History | New | 42 | 3 | 0.0% | — | 263 | +42 | New | Q3 2026 | Oct 16, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 45 | 3 | 0.0% | 0.0% | 262 | +1 | 2.27% | Q3 2026 | Nov 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 57 | 3 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marquette Asset Management, LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 37 | 2 | 0.0% | 0.0% | 266 | +19 | 105.56% | Q3 2026 | Nov 03, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 31 | 2 | 0.0% | 0.0% | 264 | +13 | 72.22% | Q3 2026 | Oct 22, 2026 |
| Manchester Capital Management LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CVA Family Office, LLC | History | No change | 37 | 2 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kilter Group LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 36 | 2 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 17 | 1 | 0.0% | 0.0% | 270 | -30 | -63.83% | Q3 2026 | Nov 06, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 26 | 1 | 0.0% | — | 277 | +20 | 333.33% | Q3 2026 | Oct 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 23 | 1 | 0.0% | — | 273 | +19 | 475.0% | Q3 2026 | Oct 28, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 16 | 1 | 0.0% | — | 282 | +16 | New | Q3 2026 | Nov 09, 2026 |
| Ascentis Wealth Management, LLC | History | New | 16 | 1 | 0.0% | — | 283 | +16 | New | Q3 2026 | Nov 03, 2026 |
| UMB Private Wealth Management, LLC | History | New | 14 | 1 | 0.0% | — | 284 | +14 | New | Q3 2026 | Oct 19, 2026 |
| ASSETMARK, INC | History | Added to | 25 | 1 | 0.0% | — | 272 | +11 | 78.57% | Q3 2026 | Oct 21, 2026 |
| North Star Investment Management Corp. | History | Added to | 18 | 1 | 0.0% | — | 271 | +8 | 80.0% | Q3 2026 | Oct 27, 2026 |
| Larson Financial Group LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Spire Wealth Management | History | No change | 16 | 1 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Bell Investment Advisors, Inc | History | No change | 22 | 1 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| JPL Wealth Management, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | No change | 21 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 27 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -19,004 | -100.0% | Q3 2026 | Oct 16, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,846 | -100.0% | Q3 2026 | Nov 04, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,102 | -100.0% | Q3 2026 | Nov 09, 2026 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,329 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Nov 03, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Nov 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 23, 2026 |
| Evolution Advisers, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Nov 06, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 23, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Nov 03, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q3 2026 | Oct 27, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q3 2026 | Oct 15, 2026 |
| Signature Resources Capital Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Davis Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| CoreCap Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Quarry LP | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Torren Management, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |