CVB FINANCIAL CORP - CVBF
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 | 25,688,910 | 579,284 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 10,506,193 | 236,910 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 10,155,075 | 228,996 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 9,834,715 | 221,772 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 10,148,185 | 219,306 | 0.04% | 0.04% | 5 | +96,605 | 0.96% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 7,550,510 | 170,264 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 6,380,873 | 143,888 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 4,476,687 | 100,970 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HoldCo Asset Management, LP | History | No change | 3,397,983 | 76,624 | 4.92% | 4.92% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,496,597 | 75,561 | 1.02% | 1.21% | 10 | -32,551 | -0.92% | Q3 2026 | Nov 03, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 3,060,279 | 69,009 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 2,881,361 | 64,974 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 2,180,413 | 49,168 | 0.32% | 0.32% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 2,040,379 | 46,010 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,991,306 | 44,903 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 1,973,161 | 44,494 | 0.12% | 0.12% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 1,963,675 | 44,280 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | New | 1,839,754 | 39,757 | 0.7% | — | 18 | +1,839,754 | New | Q3 2026 | Oct 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,688,074 | 38,066 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,585,500 | 35,753 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 1,492,083 | 33,646 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 1,327,170 | 29,927 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| FJ Capital Management LLC | History | No change | 1,295,322 | 29,209 | 3.79% | 3.79% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 1,227,820 | 27,687 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,114,218 | 25,125 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,045,588 | 23,578 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 961,835 | 21,689 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 959,217 | 21,630 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 950,000 | 21,422 | 0.16% | 0.16% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 940,489 | 21,215 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 926,021 | 20,881 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 903,591 | 20,375 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 896,804 | 20,251 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 788,584 | 17,782 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 799,268 | 17,272 | 0.01% | 0.01% | 35 | -10,977 | -1.35% | Q3 2026 | Nov 02, 2026 |
| Invesco Ltd. | History | No change | 705,015 | 15,898 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Citizens Business Bank | History | No change | 342,861 | 15,463 | 2.33% | 2.33% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 663,902 | 14,970 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 623,650 | 14,063 | 0.25% | 0.25% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 604,834 | 13,639 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 575,946 | 12,987 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 514,663 | 11,605 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 474,063 | 10,690 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 457,256 | 10,311 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | No change | 434,564 | 9,799 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 428,917 | 9,672 | 0.13% | 0.13% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cliffwater LLC | History | No change | 412,247 | 9,296 | 2.31% | 2.31% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | Reduced | 418,246 | 9,038 | 3.87% | 3.86% | 48 | -9,843 | -2.3% | Q3 2026 | Oct 29, 2026 |
| Legal & General Group Plc | History | No change | 386,009 | 8,704 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 409,089 | 7,932 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 349,965 | 7,891 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 342,703 | 7,727 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 335,105 | 7,556 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Reduced | 347,540 | 7,510 | 0.0% | 0.0% | 54 | -181,452 | -34.3% | Q3 2026 | Nov 04, 2026 |
| Rhino Investment Partners, Inc | History | No change | 314,278 | 7,086 | 2.14% | 2.14% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 280,724 | 6,330 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 252,343 | 5,690 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 249,872 | 5,634 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 238,859 | 5,386 | 0.35% | 0.35% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 231,766 | 5,227 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 237,317 | 5,128 | 0.0% | 0.0% | 61 | -2,965 | -1.23% | Q3 2026 | Nov 02, 2026 |
| PMC FIG Opportunities LLC | History | No change | 221,856 | 5,002 | 7.98% | 7.98% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | No change | 217,295 | 4,900 | 0.16% | 0.16% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 200,571 | 4,334 | 0.04% | 0.0% | 64 | +181,372 | 944.7% | Q3 2026 | Oct 23, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 191,946 | 4,328 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 183,144 | 4,129 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 177,404 | 4,000 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 176,700 | 3,984 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 176,063 | 3,970 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 174,313 | 3,930 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 167,301 | 3,772 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 162,404 | 3,662 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 160,900 | 3,628 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Holocene Advisors, LP | History | No change | 160,920 | 3,628 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 160,000 | 3,608 | 0.66% | 0.66% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 153,349 | 3,458 | 0.31% | 0.31% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 159,342 | 3,443 | 0.01% | 0.0% | 77 | +19,260 | 13.75% | Q3 2026 | Oct 28, 2026 |
| BARCLAYS PLC | History | No change | 145,821 | 3,288 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 144,331 | 3,252 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 131,533 | 2,966 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 122,900 | 2,771 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 123,534 | 2,669 | 2.45% | 2.44% | 82 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Momentous Wealth Management, Inc. | History | New | 118,456 | 2,559 | 1.24% | — | 83 | +118,456 | New | Q3 2026 | Oct 21, 2026 |
| Neo Ivy Capital Management | History | No change | 110,959 | 2,502 | 0.58% | 0.58% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 110,866 | 2,500 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 110,078 | 2,482 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | No change | 107,128 | 2,415 | 0.2% | 0.2% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 105,101 | 2,370 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Russell Investments Group, Ltd. | History | No change | 103,690 | 2,338 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 99,681 | 2,247 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 98,364 | 2,217 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlTi Global, Inc. | History | No change | 89,158 | 2,010 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 86,430 | 1,867 | 0.02% | 0.02% | 93 | +573 | 0.67% | Q3 2026 | Nov 05, 2026 |
| SEI INVESTMENTS CO | History | No change | 82,589 | 1,862 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 81,358 | 1,834 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 79,527 | 1,793 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 78,912 | 1,779 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 76,016 | 1,714 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 75,869 | 1,710 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 74,254 | 1,674 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 76,470 | 1,652 | 0.01% | 0.01% | 101 | -4,299 | -5.32% | Q3 2026 | Nov 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 71,825 | 1,619 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 69,688 | 1,571 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 71,200 | 1,538 | 0.02% | 0.02% | 104 | -2,300 | -3.13% | Q3 2026 | Oct 20, 2026 |
| Graham Capital Management, L.P. | History | No change | 66,741 | 1,505 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mason & Associates Inc | History | No change | 66,040 | 1,489 | 0.24% | 0.24% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 62,256 | 1,403 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 61,389 | 1,384 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 62,964 | 1,373 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Bolthouse Investments, LLC | History | No change | 60,599 | 1,366 | 1.11% | 1.11% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 60,223 | 1,358 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| XTX Topco Ltd | History | No change | 57,728 | 1,301 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 51,775 | 1,167 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Added to | 52,940 | 1,144 | 0.0% | 0.0% | 114 | +41 | 0.08% | Q3 2026 | Nov 04, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 50,539 | 1,139 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FEDERATED HERMES, INC. | History | No change | 50,337 | 1,135 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 49,485 | 1,115 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 48,995 | 1,104 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 50,193 | 1,094 | 0.0% | 0.0% | 119 | -248 | -0.49% | Q3 2026 | Oct 20, 2026 |
| Odyssean, LLC | History | No change | 47,984 | 1,082 | 0.18% | 0.18% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 47,017 | 1,060 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arizona State Retirement System | History | Added to | 48,448 | 1,046 | 0.01% | 0.01% | 122 | +2,360 | 5.12% | Q3 2026 | Nov 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 47,738 | 1,031 | 0.0% | 0.0% | 123 | -4,792 | -9.12% | Q3 2026 | Nov 02, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 47,012 | 1,015 | 0.01% | 0.01% | 124 | -2,000 | -4.08% | Q3 2026 | Oct 27, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 44,300 | 998 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| AMALGAMATED BANK | History | Reduced | 43,455 | 939 | 0.01% | 0.01% | 126 | -1,664 | -3.69% | Q3 2026 | Oct 23, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 41,042 | 926 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 42,408 | 916 | 0.01% | 0.01% | 128 | -876 | -2.02% | Q3 2026 | Oct 22, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 39,399 | 888 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| iSAM Funds (UK) Ltd | History | No change | 39,300 | 886 | 0.63% | 0.63% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 38,862 | 876 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 38,139 | 860 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 39,394 | 851 | 0.0% | 0.0% | 133 | -357 | -0.9% | Q3 2026 | Nov 03, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 36,724 | 828 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 37,549 | 811 | 0.01% | 0.01% | 135 | -465 | -1.22% | Q3 2026 | Oct 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 34,680 | 782 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apriem Advisors | History | No change | 34,500 | 777 | 0.07% | 0.07% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 35,036 | 757 | 0.01% | 0.01% | 138 | -27,873 | -44.31% | Q3 2026 | Oct 15, 2026 |
| Handelsbanken Fonder AB | History | No change | 33,011 | 744 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 32,305 | 728 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 31,791 | 717 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Amundi | History | No change | 31,073 | 700 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 30,465 | 686 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 30,047 | 677 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 29,878 | 673 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 29,686 | 669 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 29,632 | 668 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 29,300 | 660 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 29,966 | 648 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 28,663 | 646 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Neuberger Berman Group LLC | History | No change | 28,565 | 644 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 28,644 | 618 | 0.02% | 0.02% | 152 | -354 | -1.22% | Q3 2026 | Oct 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 27,109 | 611 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 37,464 | 610 | 0.0% | 0.0% | 154 | +968 | 2.65% | Q3 2026 | Oct 13, 2026 |
| SG Americas Securities, LLC | History | No change | 25,575 | 577 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 26,155 | 565 | 0.0% | 0.0% | 156 | -1,545 | -5.58% | Q3 2026 | Nov 03, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 25,600 | 553 | 0.0% | 0.0% | 157 | +14,600 | 132.73% | Q3 2026 | Oct 28, 2026 |
| Maryland State Retirement & Pension System | History | No change | 24,544 | 553 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 24,376 | 526 | 0.15% | 0.17% | 159 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 22,622 | 510 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ProShare Advisors LLC | History | Reduced | 23,448 | 506 | 0.0% | 0.0% | 161 | -945 | -3.87% | Q3 2026 | Oct 28, 2026 |
| World Investment Advisors | History | No change | 26,095 | 506 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 22,334 | 503 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | No change | 22,006 | 496 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 21,929 | 494 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 21,696 | 489 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 21,486 | 484 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Reduced | 21,137 | 456 | 0.1% | 0.1% | 168 | -44 | -0.21% | Q3 2026 | Oct 30, 2026 |
| Pathstone Holdings, LLC | History | No change | 19,559 | 441 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Teza Capital Management LLC | History | New | 20,226 | 437 | 0.39% | — | 171 | +20,226 | New | Q3 2026 | Oct 23, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 20,037 | 437 | 0.01% | 0.01% | 170 | -65 | -0.32% | Q3 2026 | Oct 23, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 19,142 | 431 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 19,091 | 430 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vident Advisory, LLC | History | No change | 18,307 | 412 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Holdings, LLC | History | No change | 17,783 | 401 | 0.12% | 0.12% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 17,500 | 394 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 17,118 | 386 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | No change | 17,028 | 383 | 0.19% | 0.19% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | New | 16,866 | 364 | 0.0% | — | 179 | +16,866 | New | Q3 2026 | Nov 03, 2026 |
| Destination Wealth Management | History | No change | 16,055 | 362 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 16,025 | 361 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diametric Capital, LP | History | No change | 16,020 | 361 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 15,971 | 360 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XPONANCE LLC | History | Reduced | 16,579 | 358 | 0.0% | 0.0% | 184 | -543 | -3.17% | Q3 2026 | Nov 03, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 16,294 | 352 | 0.01% | 0.01% | 185 | +8 | 0.05% | Q3 2026 | Oct 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 15,551 | 350 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 15,219 | 343 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 15,673 | 336 | 0.01% | 0.01% | 188 | -95 | -0.6% | Q3 2026 | Oct 20, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 14,787 | 333 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 14,394 | 324 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Asset Management Inc | History | Reduced | 14,410 | 311 | 0.0% | 0.0% | 191 | -1,491 | -9.38% | Q3 2026 | Nov 05, 2026 |
| Moss Adams Wealth Advisors LLC | History | New | 14,278 | 310 | 0.02% | — | 192 | +14,278 | New | Q3 2026 | Oct 28, 2026 |
| Caprock Group, LLC | History | No change | 13,705 | 309 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bridgewater Associates, LP | History | No change | 13,679 | 308 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 13,509 | 304 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KWB Wealth | History | No change | 14,049 | 303 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Arax Advisory Partners | History | No change | 13,329 | 300 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HB Wealth Management, LLC | History | Added to | 13,416 | 289 | 0.0% | 0.0% | 198 | +2,985 | 28.62% | Q3 2026 | Oct 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 12,736 | 287 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | Added to | 13,092 | 282 | 0.0% | 0.0% | 201 | +217 | 1.69% | Q3 2026 | Oct 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 12,533 | 282 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | Reduced | 12,977 | 280 | 0.0% | 0.0% | 202 | -2,091 | -13.88% | Q3 2026 | Oct 28, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 12,276 | 276 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Man Group plc | History | No change | 11,908 | 268 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORONJY FINANCIAL LLC | History | No change | 11,953 | 258 | 0.09% | 0.1% | 205 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 11,857 | 256 | 0.0% | — | 207 | +11,857 | New | Q3 2026 | Nov 02, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 11,875 | 256 | 0.01% | 0.01% | 206 | -855 | -6.72% | Q3 2026 | Oct 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,934 | 246 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 11,244 | 242 | 0.03% | 0.03% | 209 | -2,180 | -16.24% | Q3 2026 | Oct 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 10,537 | 237 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,514 | 237 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Centiva Capital, LP | History | No change | 10,304 | 232 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 10,727 | 231 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| STRS OHIO | History | Added to | 10,400 | 224 | 0.0% | 0.0% | 214 | +5,200 | 100.0% | Q3 2026 | Oct 30, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 10,316 | 222 | 0.0% | 0.0% | 215 | +872 | 9.23% | Q3 2026 | Nov 03, 2026 |
| DnB Asset Management AS | History | No change | 9,824 | 221 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 9,756 | 219 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 9,677 | 218 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HCR Wealth Advisors | History | No change | 10,000 | 216 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| GAMMA Investing LLC | History | Added to | 9,981 | 215 | 0.01% | 0.01% | 220 | +462 | 4.85% | Q3 2026 | Oct 08, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 9,531 | 213 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 9,584 | 210 | 0.01% | — | 223 | +9,584 | New | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 9,330 | 210 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 9,247 | 208 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 9,445 | 204 | 0.0% | 0.0% | 225 | +148 | 1.59% | Q3 2026 | Nov 04, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 9,383 | 204 | 0.0% | 0.01% | 226 | +67 | 0.72% | Q3 2026 | Oct 09, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 8,984 | 202 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | No change | 8,880 | 200 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 8,899 | 200 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 8,793 | 198 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 8,572 | 193 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 8,391 | 181 | 0.02% | 0.02% | 232 | +74 | 0.89% | Q3 2026 | Oct 27, 2026 |
| Palouse Capital Management, Inc. | History | No change | 7,996 | 180 | 0.11% | 0.11% | 233 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Larson Financial Group LLC | History | No change | 6,914 | 155 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 6,454 | 145 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 6,271 | 141 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | No change | 5,684 | 123 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 5,068 | 114 | 0.04% | 0.04% | 238 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 4,035 | 90 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 4,080 | 88 | 0.01% | 0.01% | 240 | +499 | 13.93% | Q3 2026 | Oct 27, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 3,802 | 85 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,579 | 80 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,608 | 77 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,409 | 76 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,352 | 72 | 0.0% | 0.0% | 245 | -101 | -2.92% | Q3 2026 | Oct 22, 2026 |
| PFS Partners, LLC | History | No change | 3,135 | 67 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| WHITTIER TRUST CO | History | No change | 2,606 | 59 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 2,352 | 53 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,130 | 46 | 0.0% | 0.0% | 249 | +430 | 25.29% | Q3 2026 | Oct 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,073 | 46 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,040 | 45 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Reduced | 1,929 | 42 | 0.03% | 0.04% | 253 | -1,344 | -41.06% | Q3 2026 | Oct 30, 2026 |
| Nykredit A/S | History | No change | 1,906 | 42 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Heritage Family Offices, LLP | History | New | 1,835 | 39 | 0.01% | — | 255 | +1,835 | New | Q3 2026 | Nov 02, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,827 | 39 | 0.0% | 0.0% | 254 | +193 | 11.81% | Q3 2026 | Oct 01, 2026 |
| UMB Bank, n.a. | History | No change | 1,670 | 37 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,683 | 36 | 0.0% | 0.0% | 257 | +92 | 5.78% | Q3 2026 | Nov 04, 2026 |
| Bayforest Capital Ltd | History | New | 1,409 | 30 | 0.04% | — | 259 | +1,409 | New | Q3 2026 | Nov 03, 2026 |
| Quantum Portfolio Management LLC | History | No change | 1,352 | 30 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 1,324 | 29 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 1,185 | 26 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Added to | 1,167 | 25 | 0.0% | 0.0% | 262 | +79 | 7.26% | Q3 2026 | Oct 15, 2026 |
| Root Financial Partners, LLC | History | New | 1,113 | 24 | 0.0% | — | 263 | +1,113 | New | Q3 2026 | Oct 21, 2026 |
| Ascentis Independent Advisors | History | New | 1,043 | 22 | 0.0% | — | 264 | +1,043 | New | Q3 2026 | Nov 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 979 | 21 | 0.0% | 0.0% | 265 | -406 | -29.31% | Q3 2026 | Oct 05, 2026 |
| Salomon & Ludwin, LLC | History | No change | 971 | 20 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Persistent Asset Partners Ltd | History | No change | 906 | 20 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 925 | 19 | 0.0% | 0.0% | 268 | +147 | 18.89% | Q3 2026 | Oct 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 819 | 18 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFC Planning, Inc. | History | No change | 791 | 17 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 730 | 16 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST HORIZON CORP | History | New | 729 | 15 | 0.0% | — | 273 | +729 | New | Q3 2026 | Oct 26, 2026 |
| KFG LLC | History | New | 703 | 15 | 0.01% | — | 274 | +703 | New | Q3 2026 | Nov 02, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 701 | 15 | 0.0% | 0.0% | 272 | -50 | -6.66% | Q3 2026 | Oct 14, 2026 |
| Napier Financial, LLC | History | No change | 577 | 13 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 567 | 12 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 463 | 10 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ares Financial Consulting, LLC | History | No change | 434 | 9 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Essential Partners LLC | History | Reduced | 412 | 8 | 0.0% | 0.01% | 280 | -272 | -39.77% | Q3 2026 | Oct 14, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 382 | 8 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Bare Financial Services, Inc | History | No change | 364 | 7 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| LRI Investments, LLC | History | No change | 312 | 7 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IFP Advisors, Inc | History | No change | 280 | 6 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| CVA Family Office, LLC | History | No change | 268 | 6 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 227 | 5 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 198 | 4 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 230 | 4 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Kilter Group LLC | History | No change | 204 | 4 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 191 | 4 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UMB Private Wealth Management, LLC | History | New | 168 | 3 | 0.0% | — | 296 | +168 | New | Q3 2026 | Oct 19, 2026 |
| Ascentis Wealth Management, LLC | History | New | 164 | 3 | 0.0% | — | 295 | +164 | New | Q3 2026 | Nov 03, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 141 | 3 | 0.0% | 0.0% | 291 | +69 | 95.83% | Q3 2026 | Oct 22, 2026 |
| ASSETMARK, INC | History | Added to | 154 | 3 | 0.0% | 0.0% | 292 | +51 | 49.51% | Q3 2026 | Oct 21, 2026 |
| Quantbot Technologies LP | History | No change | 150 | 3 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | No change | 160 | 3 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 100 | 2 | 0.0% | 0.0% | 303 | +55 | 122.22% | Q3 2026 | Oct 27, 2026 |
| Fortitude Family Office, LLC | History | Added to | 128 | 2 | 0.0% | 0.0% | 302 | +10 | 8.47% | Q3 2026 | Oct 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 122 | 2 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 111 | 2 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |