CTS CORP - CTS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 4,501,796 | 293,472 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 3,402,325 | 199,682 | 1.48% | 1.54% | 2 | -197,382 | -5.48% | Q3 2026 | Oct 13, 2026 |
| EARNEST PARTNERS LLC | History | No change | 1,651,926 | 107,689 | 0.39% | 0.39% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,260,973 | 82,202 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,217,355 | 79,359 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,176,885 | 76,767 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 1,170,496 | 76,304 | 0.68% | 0.68% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,212,429 | 71,159 | 0.01% | 0.01% | 8 | +19,081 | 1.6% | Q3 2026 | Nov 04, 2026 |
| BROWN ADVISORY INC | History | No change | 981,819 | 64,004 | 0.1% | 0.1% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 760,914 | 49,612 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harvey Partners, LLC | History | No change | 545,231 | 35,543 | 2.43% | 2.43% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LONDON CO OF VIRGINIA | History | No change | 513,204 | 33,455 | 0.19% | 0.19% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 450,000 | 29,335 | 0.19% | 0.19% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 409,614 | 26,702 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 331,194 | 21,590 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 326,843 | 21,307 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 316,894 | 20,658 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 311,342 | 20,296 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 311,249 | 20,290 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 297,648 | 19,403 | 0.16% | 0.16% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 225,744 | 14,716 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 212,449 | 13,851 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 199,898 | 13,031 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 197,855 | 12,898 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 192,070 | 12,521 | 0.29% | 0.29% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 190,216 | 12,400 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jupiter Topco LLC | History | No change | 180,419 | 11,761 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 173,481 | 11,309 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 188,482 | 11,062 | 0.01% | 0.0% | 29 | +49,127 | 35.25% | Q3 2026 | Nov 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 166,450 | 10,850 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 153,571 | 10,011 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 149,504 | 9,746 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 129,356 | 8,432 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 126,150 | 8,227 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 115,763 | 7,546 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 113,043 | 7,369 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 112,859 | 7,357 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 111,812 | 7,289 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 107,905 | 7,034 | 0.31% | 0.31% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 102,755 | 6,698 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 100,906 | 6,578 | 0.11% | 0.11% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 98,900 | 6,447 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 98,227 | 6,403 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 91,257 | 5,949 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 88,223 | 5,751 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trexquant Investment LP | History | No change | 82,817 | 5,398 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 80,486 | 5,246 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Added to | 85,585 | 5,022 | 0.0% | 0.0% | 48 | +11,073 | 14.86% | Q3 2026 | Nov 02, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Reduced | 85,558 | 5,021 | 0.22% | 0.24% | 49 | -2,340 | -2.66% | Q3 2026 | Oct 30, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 76,655 | 4,997 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 75,154 | 4,899 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 73,006 | 4,759 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | No change | 72,500 | 4,726 | 0.64% | 0.64% | 53 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BESSEMER GROUP INC | History | No change | 72,204 | 4,707 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 69,463 | 4,523 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 76,943 | 4,515 | 0.04% | 0.04% | 56 | +1,298 | 1.72% | Q3 2026 | Oct 30, 2026 |
| Man Group plc | History | No change | 68,571 | 4,470 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 75,440 | 4,427 | 0.05% | 0.04% | 58 | +9,171 | 13.84% | Q3 2026 | Oct 27, 2026 |
| Legal & General Group Plc | History | No change | 63,164 | 4,117 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 61,394 | 4,002 | 0.09% | 0.09% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 55,896 | 3,643 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 55,317 | 3,606 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 54,500 | 3,552 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 54,174 | 3,531 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Madison Asset Management, LLC | History | No change | 53,724 | 3,502 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 53,182 | 3,466 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 51,378 | 3,349 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 51,374 | 3,349 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 48,314 | 3,149 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 45,997 | 2,998 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 43,843 | 2,858 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 47,573 | 2,792 | 0.26% | 0.28% | 72 | +5,341 | 12.65% | Q3 2026 | Nov 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 42,204 | 2,751 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 42,407 | 2,489 | 0.0% | 0.01% | 74 | -1,100 | -2.53% | Q3 2026 | Oct 22, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 36,413 | 2,373 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 36,000 | 2,346 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 35,124 | 2,289 | 0.1% | 0.1% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 34,617 | 2,256 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Old West Investment Management, LLC | History | No change | 33,814 | 2,204 | 0.23% | 0.23% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Teton Advisors, LLC | History | No change | 33,571 | 2,188 | 1.26% | 1.26% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 34,694 | 2,036 | 0.0% | 0.0% | 81 | -2,408 | -6.49% | Q3 2026 | Nov 04, 2026 |
| FMR LLC | History | No change | 30,997 | 2,020 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 30,696 | 2,001 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 29,983 | 1,954 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 38,774 | 1,851 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 27,499 | 1,792 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 21,925 | 1,429 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 23,592 | 1,385 | 0.0% | 0.0% | 88 | +2,157 | 10.06% | Q3 2026 | Oct 20, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 21,181 | 1,380 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 23,248 | 1,364 | 0.02% | — | 90 | +23,248 | New | Q3 2026 | Oct 27, 2026 |
| STRS OHIO | History | Added to | 22,300 | 1,308 | 0.0% | 0.0% | 91 | +7,400 | 49.66% | Q3 2026 | Oct 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 19,385 | 1,264 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 21,839 | 1,251 | 0.03% | 0.03% | 93 | +216 | 1.0% | Q3 2026 | Oct 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 18,523 | 1,207 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 18,477 | 1,204 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | No change | 18,277 | 1,191 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 1ST SOURCE BANK | History | No change | 18,172 | 1,184 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 17,982 | 1,172 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 16,882 | 1,100 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 16,506 | 1,076 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, LLC | History | No change | 16,311 | 1,063 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 16,044 | 1,045 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 15,645 | 1,019 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 15,169 | 988 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 14,553 | 948 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Diversified Trust Co | History | No change | 14,318 | 933 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quadrature Capital Ltd | History | No change | 13,642 | 889 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 13,178 | 859 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 13,080 | 852 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 13,215 | 830 | 0.18% | 0.17% | 110 | +27 | 0.2% | Q3 2026 | Nov 03, 2026 |
| Magnetar Financial LLC | History | No change | 12,386 | 807 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 11,945 | 778 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 11,814 | 770 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 11,700 | 762 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concentric Capital Strategies, LP | History | No change | 11,465 | 747 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 11,325 | 738 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | New | 12,568 | 737 | 0.01% | — | 117 | +12,568 | New | Q3 2026 | Oct 27, 2026 |
| Entropy Technologies, LP | History | No change | 11,273 | 734 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,200 | 716 | 0.01% | 0.01% | 120 | -300 | -2.4% | Q3 2026 | Oct 20, 2026 |
| Handelsbanken Fonder AB | History | No change | 10,985 | 716 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cetera Investment Advisers | History | No change | 10,911 | 711 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aquatic Capital Management LLC | History | No change | 10,764 | 701 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 10,511 | 685 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 10,490 | 683 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,361 | 675 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Squarepoint Ops LLC | History | No change | 10,227 | 666 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 10,002 | 652 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorShares Investments LLC | History | No change | 9,900 | 645 | 0.08% | 0.08% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 9,683 | 631 | 0.06% | 0.06% | 129 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Morningstar Investment Management LLC | History | No change | 12,681 | 605 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Amundi | History | No change | 8,984 | 585 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perpetual Ltd | History | No change | 9,474 | 556 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Corient Private Wealth LP | History | No change | 8,537 | 556 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 8,431 | 549 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 8,389 | 546 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 8,273 | 539 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 8,100 | 528 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,065 | 525 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AXQ CAPITAL, LP | History | No change | 8,002 | 521 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 7,807 | 508 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| State of Wyoming | History | Reduced | 8,601 | 504 | 0.04% | 0.09% | 141 | -5,200 | -37.68% | Q3 2026 | Oct 28, 2026 |
| Brevan Howard Capital Management LP | History | No change | 7,716 | 503 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 7,604 | 496 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 7,601 | 495 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,483 | 488 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONNABLE OFFICE INC | History | No change | 7,395 | 482 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 7,093 | 462 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Arizona State Retirement System | History | Added to | 7,649 | 448 | 0.0% | 0.0% | 148 | +139 | 1.85% | Q3 2026 | Nov 03, 2026 |
| LPL Financial LLC | History | No change | 6,851 | 446 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,852 | 446 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 6,714 | 437 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,404 | 435 | 0.0% | 0.0% | 152 | -277 | -3.61% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,285 | 427 | 0.0% | 0.01% | 153 | -360 | -4.71% | Q3 2026 | Oct 22, 2026 |
| Pacer Advisors, Inc. | History | No change | 6,491 | 423 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,465 | 421 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Holocene Advisors, LP | History | No change | 6,282 | 409 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,728 | 394 | 0.0% | 0.0% | 157 | -52 | -0.77% | Q3 2026 | Nov 03, 2026 |
| WINTON GROUP Ltd | History | No change | 6,000 | 391 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 5,983 | 390 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 6,384 | 374 | 0.0% | 0.0% | 160 | -100 | -1.54% | Q3 2026 | Oct 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 6,326 | 370 | 0.0% | 0.01% | 161 | -4,473 | -41.42% | Q3 2026 | Oct 15, 2026 |
| BARCLAYS PLC | History | No change | 5,672 | 369 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 5,612 | 365 | 0.09% | 0.09% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,592 | 364 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 5,437 | 354 | 0.07% | 0.07% | 165 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Procyon Advisors, LLC | History | Reduced | 5,948 | 349 | 0.01% | 0.02% | 166 | -621 | -9.45% | Q3 2026 | Oct 21, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 5,197 | 338 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 5,675 | 333 | 0.0% | 0.0% | 168 | +47 | 0.84% | Q3 2026 | Oct 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,023 | 327 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 5,013 | 326 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,006 | 326 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 4,810 | 313 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 5,537 | 312 | 0.01% | 0.01% | 173 | -2,109 | -27.58% | Q3 2026 | Oct 20, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 4,752 | 309 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 5,238 | 307 | 0.0% | 0.0% | 175 | -175 | -3.23% | Q3 2026 | Nov 02, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 4,458 | 290 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | No change | 4,412 | 287 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 4,768 | 279 | 0.0% | 0.0% | 178 | +381 | 8.68% | Q3 2026 | Nov 03, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 4,716 | 276 | 0.03% | 0.03% | 179 | +118 | 2.57% | Q3 2026 | Nov 03, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,162 | 271 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pictet Asset Management Holding SA | History | No change | 4,457 | 261 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Vestcor Inc | History | No change | 3,887 | 253 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | Reduced | 4,218 | 247 | 0.0% | 0.0% | 184 | -210 | -4.74% | Q3 2026 | Oct 28, 2026 |
| Empowered Funds, LLC | History | No change | 3,803 | 247 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 4,182 | 245 | 0.0% | 0.01% | 185 | +5 | 0.12% | Q3 2026 | Nov 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,724 | 243 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ProShare Advisors LLC | History | Reduced | 3,923 | 230 | 0.0% | 0.0% | 187 | -158 | -3.87% | Q3 2026 | Oct 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,470 | 226 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,418 | 222 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 3,369 | 219 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MQS Management LLC | History | No change | 3,333 | 217 | 0.27% | 0.27% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 3,311 | 215 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DRW Securities, LLC | History | No change | 3,211 | 209 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 3,157 | 206 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,000 | 195 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 2,655 | 173 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,597 | 169 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,210 | 145 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,081 | 135 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 24,008 | 124 | 0.0% | 0.0% | 200 | +667 | 2.86% | Q3 2026 | Oct 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,649 | 107 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantbot Technologies LP | History | No change | 1,570 | 102 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,401 | 91 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,500 | 88 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| GAMMA Investing LLC | History | Added to | 1,395 | 81 | 0.0% | 0.0% | 205 | +349 | 33.37% | Q3 2026 | Oct 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,010 | 66 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 957 | 62 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | No change | 1,055 | 62 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| NATIXIS | History | No change | 950 | 61 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 1,000 | 58 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Sterling Capital Management LLC | History | Added to | 841 | 49 | 0.0% | 0.0% | 211 | +615 | 272.12% | Q3 2026 | Oct 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 710 | 41 | 0.0% | 0.0% | 213 | +34 | 5.03% | Q3 2026 | Oct 01, 2026 |
| Arax Advisory Partners | History | No change | 640 | 41 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 614 | 40 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 694 | 40 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| SIMPLEX TRADING, LLC | History | New | 593 | 34 | 0.0% | — | 218 | +593 | New | Q3 2026 | Nov 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 590 | 34 | 0.0% | 0.0% | 217 | +38 | 6.88% | Q3 2026 | Nov 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 524 | 34 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 513 | 33 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 480 | 31 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 400 | 26 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 385 | 25 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 380 | 22 | 0.0% | 0.0% | 223 | +34 | 9.83% | Q3 2026 | Oct 28, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 338 | 22 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 279 | 16 | 0.0% | 0.0% | 225 | +65 | 30.37% | Q3 2026 | Oct 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 268 | 15 | 0.0% | 0.0% | 226 | -3 | -1.11% | Q3 2026 | Oct 23, 2026 |
| Larson Financial Group LLC | History | No change | 231 | 15 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 217 | 12 | 0.0% | 0.0% | 229 | +13 | 6.37% | Q3 2026 | Oct 27, 2026 |
| Allworth Financial LP | History | No change | 192 | 12 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 182 | 11 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 156 | 10 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 166 | 10 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 148 | 9 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key FInancial Inc | History | No change | 139 | 8 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Leonteq Securities AG | History | No change | 121 | 7 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 114 | 6 | 0.0% | 0.0% | 241 | -79 | -40.93% | Q3 2026 | Nov 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 117 | 6 | 0.0% | 0.0% | 239 | -38 | -24.52% | Q3 2026 | Oct 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 96 | 6 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 100 | 6 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 6 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 100 | 6 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BFC Planning, Inc. | History | No change | 100 | 6 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 89 | 5 | 0.0% | — | 244 | +89 | New | Q3 2026 | Oct 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 86 | 5 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 77 | 4 | 0.0% | 0.0% | 245 | +19 | 32.76% | Q3 2026 | Oct 27, 2026 |
| Essential Partners LLC | History | Added to | 78 | 4 | 0.0% | 0.0% | 246 | +1 | 1.3% | Q3 2026 | Oct 14, 2026 |
| Heritage Family Offices, LLP | History | New | 67 | 3 | 0.0% | — | 252 | +67 | New | Q3 2026 | Nov 02, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 58 | 3 | 0.0% | 0.0% | 249 | -4 | -6.45% | Q3 2026 | Oct 26, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 60 | 3 | 0.0% | 0.0% | 248 | -3 | -4.76% | Q3 2026 | Oct 21, 2026 |
| Crewe Advisors LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quarry LP | History | No change | 57 | 3 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Management Group, LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 42 | 2 | 0.0% | 0.0% | 254 | +23 | 121.05% | Q3 2026 | Oct 20, 2026 |
| TD Capital Management LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | New | 33 | 1 | 0.0% | — | 262 | +33 | New | Q3 2026 | Oct 14, 2026 |
| Noble Wealth Management PBC | History | New | 24 | 1 | 0.0% | — | 265 | +24 | New | Q3 2026 | Oct 01, 2026 |
| Bell Investment Advisors, Inc | History | New | 23 | 1 | 0.0% | — | 263 | +23 | New | Q3 2026 | Oct 28, 2026 |
| Bare Financial Services, Inc | History | Added to | 32 | 1 | 0.0% | — | 259 | +20 | 166.67% | Q3 2026 | Nov 04, 2026 |
| Root Financial Partners, LLC | History | New | 19 | 1 | 0.0% | — | 264 | +19 | New | Q3 2026 | Oct 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 29 | 1 | 0.0% | 0.0% | 255 | +11 | 61.11% | Q3 2026 | Oct 22, 2026 |
| IFP Advisors, Inc | History | No change | 29 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Continuum Advisory, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPL Wealth Management, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 23 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,024 | -100.0% | Q3 2026 | Nov 02, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -7,167 | -100.0% | Q3 2026 | Oct 13, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -3,322 | -100.0% | Q3 2026 | Oct 26, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,275 | -100.0% | Q3 2026 | Oct 23, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,191 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -3,138 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,750 | -100.0% | Q3 2026 | Oct 28, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -287 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 1 | 0 | — | 0.0% | — | -30 | -96.77% | Q3 2026 | Oct 29, 2026 |
| ASSETMARK, INC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 21, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Nov 04, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 9 | 0 | — | — | — | +3 | 50.0% | Q3 2026 | Nov 03, 2026 |
| Covestor Ltd | History | Reduced | 6 | 0 | — | 0.0% | — | -3 | -33.33% | Q3 2026 | Oct 30, 2026 |
| Monetary Solutions, Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 22, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Davis Capital Management | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Oct 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 9 | 0 | — | — | — | -1 | -10.0% | Q3 2026 | Oct 09, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clearstead Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Abound Wealth Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Ankerstar Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |