CALIFORNIA WATER SERVICE GROUP - CWT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 10,755,498 | 523,254 | 0.01% | 0.01% | 1 | +446,943 | 4.34% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 4,379,671 | 213,070 | 0.01% | 0.01% | 2 | +89,998 | 2.1% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 3,517,105 | 171,108 | 0.11% | 0.11% | 3 | +98,811 | 2.89% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | Added to | 3,486,859 | 169,740 | 0.04% | 0.04% | 4 | +15,862 | 0.46% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | Added to | 3,266,850 | 158,932 | 0.0% | 0.0% | 5 | +164,191 | 5.29% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 2,690,663 | 130,900 | 0.0% | 0.0% | 6 | +25,438 | 0.95% | Q2 2026 | Aug 13, 2026 |
| ATLAS Infrastructure Partners (UK) Ltd. | History | New | 1,984,605 | 96,551 | 2.93% | — | 7 | +1,984,605 | New | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,555,391 | 75,684 | 0.0% | 0.0% | 8 | +79,986 | 5.42% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,300,055 | 63,247 | 0.04% | 0.04% | 9 | -54,110 | -4.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Reduced | 1,281,406 | 62,340 | 0.0% | 0.0% | 10 | -108,608 | -7.81% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,174,914 | 57,160 | 0.01% | 0.01% | 11 | +16,555 | 1.43% | Q2 2026 | Aug 11, 2026 |
| NUANCE INVESTMENTS, LLC | History | Reduced | 1,096,077 | 53,324 | 9.07% | 10.14% | 12 | -507,671 | -31.66% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | Reduced | 974,775 | 47,422 | 0.0% | 0.01% | 13 | -27,457 | -2.74% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 948,112 | 46,125 | 0.0% | 0.0% | 14 | -170,593 | -15.25% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Added to | 807,510 | 39,285 | 0.01% | 0.01% | 15 | +29,968 | 3.85% | Q2 2026 | Aug 14, 2026 |
| ANTIPODES PARTNERS Ltd | History | New | 753,386 | 36,652 | 0.67% | — | 16 | +753,386 | New | Q2 2026 | Aug 06, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 747,216 | 36,352 | 0.05% | — | 17 | +747,216 | New | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 725,290 | 35,285 | 0.0% | 0.01% | 18 | -3,166 | -0.43% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 708,763 | 34,481 | 0.0% | 0.0% | 19 | +71,460 | 11.21% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 681,791 | 33,169 | 0.01% | 0.0% | 20 | +512,060 | 301.69% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | No change | 577,247 | 28,083 | 0.06% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 527,076 | 25,642 | 0.0% | 0.0% | 22 | +20,374 | 4.02% | Q2 2026 | Aug 06, 2026 |
| Triodos Investment Management BV | History | Added to | 493,000 | 23,984 | 1.46% | 1.42% | 23 | +79,000 | 19.08% | Q2 2026 | Jul 29, 2026 |
| Beck Bode, LLC | History | Added to | 426,692 | 20,758 | 3.14% | 3.16% | 24 | +14,978 | 3.64% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 397,640 | 19,345 | 0.0% | 0.0% | 25 | +11,228 | 2.91% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 365,464 | 17,779 | 0.01% | 0.01% | 26 | +107,494 | 41.67% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 331,132 | 16,109 | 0.01% | 0.01% | 27 | +9,817 | 3.06% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 289,290 | 14,073 | 0.01% | 0.01% | 28 | -333 | -0.11% | Q2 2026 | Aug 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 283,593 | 13,796 | 0.0% | 0.0% | 29 | -10,925 | -3.71% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Reduced | 274,427 | 13,350 | 0.0% | 0.01% | 30 | -150,687 | -35.45% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 245,038 | 11,921 | 0.01% | 0.01% | 31 | -16,220 | -6.21% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 244,401 | 11,890 | 0.0% | 0.0% | 32 | +9,668 | 4.12% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 205,645 | 10,004 | 0.03% | 0.03% | 33 | -7,521 | -3.53% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 197,125 | 9,590 | 0.0% | 0.0% | 34 | -86,851 | -30.58% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 196,394 | 9,554 | 0.0% | 0.0% | 35 | +161,696 | 466.01% | Q2 2026 | Sep 02, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 192,514 | 9,365 | 0.0% | 0.0% | 36 | +109,722 | 132.53% | Q2 2026 | Aug 14, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Added to | 183,197 | 8,912 | 0.08% | 0.04% | 37 | +98,082 | 115.23% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 172,659 | 8,399 | 0.0% | 0.0% | 38 | -13,167 | -7.09% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Added to | 162,729 | 7,916 | 0.01% | 0.01% | 39 | +10,679 | 7.02% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 158,336 | 7,703 | 0.01% | 0.01% | 40 | -16,061 | -9.21% | Q2 2026 | Aug 11, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 155,114 | 7,546 | 0.01% | 0.01% | 41 | +25,923 | 20.07% | Q2 2026 | Aug 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 152,982 | 7,442 | 0.02% | — | 42 | +152,982 | New | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 144,200 | 7,015 | 0.01% | 0.01% | 43 | +43,800 | 43.63% | Q2 2026 | Aug 13, 2026 |
| GABELLI FUNDS LLC | History | Added to | 141,088 | 6,863 | 0.04% | 0.01% | 44 | +97,888 | 226.59% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 135,513 | 6,763 | 0.0% | 0.0% | 45 | -15,574 | -10.31% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 133,752 | 6,507 | 0.0% | 0.0% | 46 | +11,853 | 9.72% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 130,513 | 6,349 | 0.0% | 0.0% | 47 | -5,638 | -4.14% | Q2 2026 | Aug 14, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Reduced | 123,523 | 6,009 | 0.27% | 0.3% | 48 | -10,593 | -7.9% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Reduced | 122,186 | 5,944 | 0.01% | 0.01% | 49 | -16,045 | -11.61% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | Added to | 119,700 | 5,823 | 0.0% | 0.0% | 50 | +2,200 | 1.87% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | Added to | 119,479 | 5,812 | 0.03% | 0.03% | 51 | +32,880 | 37.97% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 114,662 | 5,578 | 0.13% | 0.12% | 52 | +10,682 | 10.27% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 110,352 | 5,368 | 0.0% | 0.0% | 53 | +49,071 | 80.08% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 105,326 | 5,120 | 0.01% | 0.01% | 54 | +10,769 | 11.39% | Q2 2026 | Aug 13, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Reduced | 101,589 | 4,942 | 0.08% | 0.08% | 55 | -1,400 | -1.36% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 97,918 | 4,764 | 0.0% | 0.0% | 56 | +14,505 | 17.39% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 95,623 | 4,652 | 0.02% | 0.02% | 57 | -10,337 | -9.76% | Q2 2026 | Jul 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 88,732 | 4,316 | 0.0% | 0.0% | 58 | -6,685 | -7.01% | Q2 2026 | Aug 07, 2026 |
| Sagefield Capital LP | History | New | 86,243 | 4,195 | 0.31% | — | 59 | +86,243 | New | Q2 2026 | Aug 14, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Added to | 85,841 | 4,176 | 1.73% | 0.72% | 60 | +49,925 | 139.0% | Q2 2026 | Aug 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 83,459 | 4,060 | 0.0% | 0.0% | 61 | +30,652 | 58.05% | Q2 2026 | Aug 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 78,417 | 3,814 | 0.06% | 0.04% | 62 | +33,852 | 75.96% | Q2 2026 | Jul 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 73,443 | 3,573 | 0.01% | 0.0% | 63 | +13,171 | 21.85% | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 68,217 | 3,318 | 0.0% | 0.0% | 64 | +644 | 0.95% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 65,931 | 3,207 | 0.0% | 0.0% | 65 | +9,658 | 17.16% | Q2 2026 | Aug 24, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 64,872 | 3,156 | 0.05% | 0.06% | 66 | +3,092 | 5.0% | Q2 2026 | Jul 30, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 63,983 | 3,113 | 0.01% | 0.01% | 67 | +957 | 1.52% | Q2 2026 | Jul 23, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 63,767 | 3,102 | 0.01% | 0.01% | 68 | +26,440 | 70.83% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | New | 63,323 | 3,080 | 0.01% | — | 69 | +63,323 | New | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | Added to | 62,648 | 3,047 | 0.04% | 0.02% | 70 | +43,269 | 223.28% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 66,805 | 3,028 | 0.0% | 0.0% | 71 | +989 | 1.5% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 62,258 | 3,028 | 0.0% | 0.0% | 72 | +705 | 1.15% | Q2 2026 | Aug 12, 2026 |
| Magellan Asset Management Ltd | History | No change | 61,416 | 2,987 | 0.07% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 59,973 | 2,917 | 0.01% | 0.01% | 74 | -6,516 | -9.8% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 59,888 | 2,914 | 0.0% | 0.01% | 75 | -472 | -0.78% | Q2 2026 | Aug 14, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | New | 55,906 | 2,730 | 0.0% | — | 76 | +55,906 | New | Q2 2026 | Aug 05, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 55,723 | 2,710 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 55,194 | 2,685 | 0.0% | 0.0% | 78 | -2,844 | -4.9% | Q2 2026 | Aug 04, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 55,000 | 2,675 | 0.06% | 0.04% | 79 | +12,500 | 29.41% | Q2 2026 | Jul 31, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 54,088 | 2,631 | 0.01% | 0.02% | 80 | +1,276 | 2.42% | Q2 2026 | Aug 11, 2026 |
| Midwest Trust Co | History | Reduced | 52,002 | 2,529 | 0.03% | 0.03% | 81 | -831 | -1.57% | Q2 2026 | Aug 04, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 51,638 | 2,512 | 0.04% | 0.03% | 82 | +19,868 | 62.54% | Q2 2026 | Aug 14, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Added to | 51,054 | 2,483 | 0.01% | 0.01% | 83 | +1,889 | 3.84% | Q2 2026 | Aug 12, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 49,211 | 2,394 | 0.15% | 0.15% | 84 | -100 | -0.2% | Q2 2026 | Aug 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 48,813 | 2,374 | 0.0% | 0.0% | 85 | +7,773 | 18.94% | Q2 2026 | Aug 13, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | Reduced | 48,193 | 2,344 | 0.69% | 0.83% | 86 | -11,788 | -19.65% | Q2 2026 | Jul 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 47,918 | 2,331 | 0.0% | 0.0% | 87 | +934 | 1.99% | Q2 2026 | Aug 11, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 46,609 | 2,267 | 0.01% | 0.01% | 88 | -6,836 | -12.79% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 46,062 | 2,240 | 0.0% | 0.0% | 89 | -1,105 | -2.34% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | Added to | 45,697 | 2,223 | 0.01% | 0.01% | 90 | +1,164 | 2.61% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | Added to | 45,014 | 2,189 | 0.0% | 0.0% | 91 | +16,834 | 59.74% | Q2 2026 | Aug 12, 2026 |
| Ilex Capital Partners (UK) LLP | History | New | 44,898 | 2,184 | 0.04% | — | 92 | +44,898 | New | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 43,334 | 2,108 | 0.0% | 0.0% | 93 | -1,001 | -2.26% | Q2 2026 | Aug 07, 2026 |
| Assenagon Asset Management S.A. | History | New | 42,371 | 2,061 | 0.0% | — | 94 | +42,371 | New | Q2 2026 | Jul 08, 2026 |
| CoreCommodity Management, LLC | History | Added to | 42,138 | 2,050 | 0.41% | 0.24% | 95 | +13,577 | 47.54% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 41,171 | 2,002 | 0.0% | 0.0% | 96 | -11,712 | -22.15% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 40,353 | 1,963 | 0.0% | 0.0% | 97 | +10,469 | 35.03% | Q2 2026 | Aug 05, 2026 |
| Vontobel Holding Ltd. | History | Added to | 40,289 | 1,960 | 0.01% | 0.01% | 98 | +144 | 0.36% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | Added to | 38,046 | 1,850 | 0.0% | 0.0% | 99 | +18,930 | 99.03% | Q2 2026 | Aug 14, 2026 |
| Bridge City Capital, LLC | History | Reduced | 37,553 | 1,826 | 0.42% | 0.48% | 100 | -739 | -1.93% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 35,731 | 1,738 | 0.0% | 0.0% | 101 | +13,246 | 58.91% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 35,383 | 1,721 | 0.01% | 0.01% | 102 | +2,308 | 6.98% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 35,113 | 1,708 | 0.0% | 0.0% | 103 | +21,264 | 153.54% | Q2 2026 | Aug 03, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 34,602 | 1,683 | 0.0% | 0.0% | 104 | +1,180 | 3.53% | Q2 2026 | Aug 12, 2026 |
| South Dakota Investment Council | History | Reduced | 33,989 | 1,654 | 0.03% | 0.03% | 105 | -726 | -2.09% | Q2 2026 | Aug 11, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Reduced | 33,501 | 1,629 | 0.05% | 0.08% | 106 | -18,305 | -35.33% | Q2 2026 | Jul 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 32,944 | 1,602 | 0.0% | 0.0% | 107 | +2,400 | 7.86% | Q2 2026 | Jul 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 32,499 | 1,581 | 0.0% | 0.0% | 108 | +27,330 | 528.73% | Q2 2026 | Aug 06, 2026 |
| Freestone Grove Partners LP | History | Added to | 31,950 | 1,554 | 0.01% | 0.01% | 109 | +11,426 | 55.67% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 30,096 | 1,464 | 0.02% | 0.02% | 110 | -607 | -1.98% | Q2 2026 | Aug 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 29,256 | 1,423 | 0.0% | 0.01% | 111 | -19,422 | -39.9% | Q2 2026 | Aug 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 28,929 | 1,407 | 0.0% | 0.0% | 112 | +2,546 | 9.65% | Q2 2026 | Sep 09, 2026 |
| Arjuna Capital | History | Reduced | 28,258 | 1,374 | 0.31% | 0.33% | 113 | -380 | -1.33% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 28,115 | 1,367 | 0.01% | 0.0% | 114 | +1,850 | 7.04% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Added to | 27,434 | 1,334 | 0.0% | 0.0% | 115 | +9,194 | 50.41% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 26,053 | 1,295 | 0.0% | 0.0% | 116 | +15,608 | 149.43% | Q2 2026 | Jul 15, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 26,617 | 1,294 | 0.08% | 0.08% | 117 | +2,349 | 9.68% | Q2 2026 | Jul 31, 2026 |
| HighTower Advisors, LLC | History | Reduced | 26,233 | 1,276 | 0.0% | 0.0% | 118 | -1,619 | -5.81% | Q2 2026 | Aug 05, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 26,200 | 1,274 | 0.02% | 0.02% | 119 | -200 | -0.76% | Q2 2026 | Jul 21, 2026 |
| Jupiter Topco LLC | History | New | 25,873 | 1,259 | 0.0% | — | 120 | +25,873 | New | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 25,289 | 1,230 | 0.0% | 0.0% | 121 | +1,173 | 4.86% | Q2 2026 | Aug 14, 2026 |
| Rodgers Brothers Inc. | History | Reduced | 25,075 | 1,219 | 0.12% | 0.26% | 122 | -24,950 | -49.88% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 24,355 | 1,184 | 0.0% | 0.0% | 123 | +11,688 | 92.27% | Q2 2026 | Aug 19, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 25,873 | 1,173 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 24,091 | 1,172 | 0.0% | 0.0% | 125 | +1,950 | 8.81% | Q2 2026 | Aug 12, 2026 |
| Dockside LLC | History | New | 23,624 | 1,149 | 0.27% | — | 126 | +23,624 | New | Q2 2026 | Aug 03, 2026 |
| SEB Asset Management AB | History | New | 23,605 | 1,148 | 0.0% | — | 127 | +23,605 | New | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | Added to | 23,265 | 1,131 | 0.0% | 0.0% | 128 | +373 | 1.63% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 23,104 | 1,124 | 0.0% | 0.0% | 129 | -2,732 | -10.57% | Q2 2026 | Aug 13, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 22,854 | 1,111 | 0.01% | 0.02% | 130 | -3,245 | -12.43% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 22,716 | 1,105 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 21,708 | 1,056 | 0.0% | 0.0% | 132 | +6,813 | 45.74% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 21,518 | 1,045 | 0.01% | 0.02% | 133 | -9,705 | -31.08% | Q2 2026 | Jul 20, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 21,455 | 1,043 | 0.0% | 0.0% | 134 | +8,920 | 71.16% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | Added to | 21,277 | 1,035 | 0.01% | 0.01% | 135 | +10,753 | 102.18% | Q2 2026 | Aug 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 20,037 | 982 | 0.0% | 0.0% | 136 | +677 | 3.5% | Q2 2026 | Aug 13, 2026 |
| Teton Advisors, LLC | History | No change | 20,060 | 975 | 0.56% | 0.64% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 19,499 | 948 | 0.0% | — | 138 | +19,499 | New | Q2 2026 | Aug 06, 2026 |
| WULFF, HANSEN & CO. | History | Reduced | 19,215 | 934 | 0.72% | 0.9% | 139 | -160 | -0.83% | Q2 2026 | Aug 05, 2026 |
| ALPS ADVISORS INC | History | Added to | 18,598 | 904 | 0.0% | 0.0% | 140 | +563 | 3.12% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 17,948 | 873 | 0.01% | 0.01% | 141 | +1,267 | 7.6% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 17,143 | 834 | 0.0% | 0.0% | 142 | +6,096 | 55.18% | Q2 2026 | Aug 13, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 17,079 | 830 | 0.12% | 0.17% | 143 | -5,545 | -24.51% | Q2 2026 | Jul 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 16,700 | 812 | 0.0% | 0.0% | 144 | +2,500 | 17.61% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Added to | 16,457 | 800 | 0.0% | 0.0% | 146 | +77 | 0.47% | Q2 2026 | Aug 07, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 16,459 | 800 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 16,101 | 783 | 0.01% | 0.01% | 147 | -1,062 | -6.19% | Q2 2026 | Jul 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 15,922 | 774 | 0.01% | 0.01% | 148 | +41 | 0.26% | Q2 2026 | Jul 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,712 | 764 | 0.0% | 0.0% | 149 | -12,600 | -44.5% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 15,182 | 738 | 0.0% | 0.0% | 150 | +337 | 2.27% | Q2 2026 | Aug 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | New | 15,048 | 732 | 0.01% | — | 151 | +15,048 | New | Q2 2026 | Aug 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 14,769 | 718 | 0.0% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 14,284 | 694 | 0.0% | 0.0% | 153 | +158 | 1.12% | Q2 2026 | Aug 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 13,614 | 662 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 13,496 | 656 | 0.0% | 0.0% | 155 | -218 | -1.59% | Q2 2026 | Aug 12, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 13,428 | 653 | 0.09% | 0.12% | 156 | -4,150 | -23.61% | Q2 2026 | Aug 05, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 13,060 | 635 | 0.01% | 0.01% | 157 | -19 | -0.15% | Q2 2026 | Aug 13, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 13,000 | 632 | 0.14% | 0.14% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 12,899 | 627 | 0.0% | 0.0% | 159 | +1,693 | 15.11% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Reduced | 12,749 | 620 | 0.01% | 0.01% | 160 | -1,723 | -11.91% | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | History | Reduced | 12,429 | 604 | 0.01% | 0.01% | 161 | -650 | -4.97% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 12,402 | 603 | 0.0% | 0.0% | 162 | -1,943 | -13.54% | Q2 2026 | Jul 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 12,018 | 584 | 0.0% | 0.0% | 163 | +97 | 0.81% | Q2 2026 | Aug 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 11,232 | 546 | 0.0% | 0.0% | 164 | +338 | 3.1% | Q2 2026 | Jul 24, 2026 |
| Pictet Asset Management Holding SA | History | No change | 11,184 | 544 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BARCLAYS PLC | History | Reduced | 11,133 | 541 | 0.0% | 0.0% | 166 | -38,440 | -77.54% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 10,905 | 530 | 0.0% | 0.01% | 167 | -2,935 | -21.21% | Q2 2026 | Aug 10, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 10,852 | 527 | 0.0% | 0.0% | 168 | +198 | 1.86% | Q2 2026 | Jul 31, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 10,518 | 511 | 0.01% | 0.01% | 169 | -174 | -1.63% | Q2 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 10,432 | 507 | 0.0% | 0.0% | 170 | +297 | 2.93% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 10,873 | 492 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clean Yield Group | History | Reduced | 9,835 | 478 | 0.12% | 0.13% | 172 | -300 | -2.96% | Q2 2026 | Aug 05, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 9,766 | 475 | 0.0% | 0.0% | 173 | -593 | -5.72% | Q2 2026 | Jul 29, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 9,536 | 463 | 0.08% | 0.04% | 174 | +4,647 | 95.05% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | Added to | 8,975 | 436 | 0.0% | 0.0% | 175 | +8,610 | 2358.9% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | Added to | 8,956 | 435 | 0.0% | 0.0% | 176 | +954 | 11.92% | Q2 2026 | Aug 13, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 8,747 | 425 | 0.06% | 0.07% | 177 | -41 | -0.47% | Q2 2026 | Jul 24, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 8,609 | 418 | 0.0% | 0.0% | 178 | -68,367 | -88.82% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 8,527 | 414 | 0.0% | 0.0% | 179 | -40,489 | -82.6% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | New | 8,321 | 404 | 0.0% | — | 180 | +8,321 | New | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 8,175 | 397 | 0.0% | 0.0% | 181 | +629 | 8.34% | Q2 2026 | Aug 10, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 8,100 | 394 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 8,012 | 389 | 0.0% | 0.0% | 183 | -18,740 | -70.05% | Q2 2026 | Aug 14, 2026 |
| CenterBook Partners LP | History | Reduced | 7,978 | 388 | 0.02% | 0.05% | 184 | -12,785 | -61.58% | Q2 2026 | Aug 11, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 7,980 | 388 | 0.02% | — | 185 | +7,980 | New | Q2 2026 | Aug 10, 2026 |
| Green Alpha Advisors, LLC | History | Reduced | 7,830 | 380 | 0.25% | 0.35% | 186 | -13 | -0.17% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,737 | 376 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 7,671 | 373 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Added to | 7,650 | 372 | 0.07% | 0.06% | 189 | +500 | 6.99% | Q2 2026 | Jul 14, 2026 |
| BLACKHILL CAPITAL INC | History | No change | 7,600 | 369 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,199 | 350 | 0.0% | 0.0% | 191 | -18 | -0.25% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | No change | 7,210 | 350 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 7,134 | 347 | 0.03% | — | 193 | +7,134 | New | Q2 2026 | Aug 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 7,118 | 346 | 0.0% | 0.0% | 194 | -77 | -1.07% | Q2 2026 | Aug 11, 2026 |
| Wealth Architects, LLC | History | Added to | 7,032 | 342 | 0.03% | 0.03% | 195 | +277 | 4.1% | Q2 2026 | Jul 23, 2026 |
| XPONANCE LLC | History | Added to | 6,943 | 337 | 0.0% | 0.0% | 196 | +438 | 6.73% | Q2 2026 | Aug 10, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 6,900 | 335 | 0.0% | 0.0% | 197 | -25,800 | -78.9% | Q2 2026 | Aug 14, 2026 |
| Ketron Financial | History | No change | 6,900 | 335 | 0.1% | 0.11% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 6,855 | 333 | 0.0% | 0.0% | 199 | +35 | 0.51% | Q2 2026 | Aug 11, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 6,830 | 332 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 6,789 | 330 | 0.06% | 0.05% | 201 | +177 | 2.68% | Q2 2026 | Aug 10, 2026 |
| Maple Capital Management, Inc. | History | No change | 6,667 | 324 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | Added to | 6,638 | 322 | 0.01% | 0.01% | 203 | +3 | 0.05% | Q2 2026 | Jul 23, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 6,497 | 316 | 0.0% | 0.0% | 204 | -1,416 | -17.89% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | New | 6,473 | 314 | 0.0% | — | 205 | +6,473 | New | Q2 2026 | Jul 20, 2026 |
| INCEPTIONR LLC | History | Added to | 6,429 | 312 | 0.08% | 0.05% | 206 | +1,482 | 29.96% | Q2 2026 | Aug 10, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 6,364 | 309 | 0.0% | 0.0% | 207 | -250 | -3.78% | Q2 2026 | Aug 14, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 6,208 | 302 | 0.03% | 0.03% | 208 | +8 | 0.13% | Q2 2026 | Jul 23, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 6,123 | 297 | 0.0% | 0.0% | 209 | +455 | 8.03% | Q2 2026 | Sep 08, 2026 |
| Nykredit A/S | History | New | 6,098 | 296 | 0.0% | — | 212 | +6,098 | New | Q2 2026 | Sep 08, 2026 |
| ELCO Management Co., LLC | History | Reduced | 6,093 | 296 | 0.13% | 0.14% | 211 | -370 | -5.72% | Q2 2026 | Aug 10, 2026 |
| Legato Capital Management LLC | History | No change | 6,103 | 296 | 0.02% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| nVerses Capital, LLC | History | New | 6,063 | 294 | 0.45% | — | 213 | +6,063 | New | Q2 2026 | Aug 04, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 6,000 | 291 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Axxion S.A. | History | New | 5,966 | 290 | 0.02% | — | 215 | +5,966 | New | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 5,630 | 273 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 5,543 | 269 | 0.0% | — | 217 | +5,543 | New | Q2 2026 | Jul 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 5,523 | 268 | 0.01% | 0.01% | 218 | +667 | 13.74% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 5,481 | 266 | 0.0% | 0.0% | 219 | -1,092 | -16.61% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,260 | 255 | 0.0% | 0.0% | 220 | -132 | -2.45% | Q2 2026 | Aug 07, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 5,186 | 252 | 0.01% | 0.01% | 221 | -515 | -9.03% | Q2 2026 | Jul 31, 2026 |
| Corient Private Wealth LP | History | New | 5,125 | 249 | 0.0% | — | 222 | +5,125 | New | Q2 2026 | Aug 27, 2026 |
| BRIGHTON JONES LLC | History | New | 4,997 | 243 | 0.0% | — | 224 | +4,997 | New | Q2 2026 | Aug 11, 2026 |
| Wellington Shields & Co., LLC | History | No change | 5,000 | 243 | 0.05% | 0.06% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Water Asset Management | History | Added to | 4,908 | 238 | 0.08% | 0.08% | 225 | +37 | 0.76% | Q2 2026 | Aug 03, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 4,763 | 231 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 4,667 | 227 | 0.0% | — | 228 | +4,667 | New | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,680 | 227 | 0.0% | 0.0% | 227 | -1,453 | -23.69% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,664 | 226 | 0.0% | 0.0% | 229 | +3,284 | 237.97% | Q2 2026 | Aug 13, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 4,610 | 224 | 0.02% | 0.02% | 230 | +22 | 0.48% | Q2 2026 | Jul 31, 2026 |
| Asset Planning,Inc | History | No change | 4,500 | 218 | 0.14% | 0.15% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 4,466 | 217 | 0.0% | — | 232 | +4,466 | New | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | New | 4,462 | 217 | 0.0% | — | 233 | +4,462 | New | Q2 2026 | Aug 13, 2026 |
| Corient IA LP | History | No change | 4,440 | 216 | 0.2% | 0.19% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,311 | 209 | 0.0% | 0.0% | 235 | -146 | -3.28% | Q2 2026 | Aug 12, 2026 |
| IFM Investors Pty Ltd | History | No change | 4,268 | 207 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ellevest, Inc. | History | New | 4,242 | 206 | 0.02% | — | 238 | +4,242 | New | Q2 2026 | Aug 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 4,242 | 206 | 0.0% | — | 239 | +4,242 | New | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,235 | 206 | 0.0% | 0.0% | 237 | -9 | -0.21% | Q2 2026 | Jul 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,650 | 177 | 0.0% | 0.0% | 240 | +11 | 0.3% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,200 | 155 | 0.01% | 0.01% | 241 | -859 | -21.16% | Q2 2026 | Jul 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,074 | 149 | 0.0% | 0.01% | 242 | -6,057 | -66.33% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,789 | 135 | 0.01% | 0.01% | 243 | +119 | 4.46% | Q2 2026 | Aug 06, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,250 | 109 | 0.06% | 0.06% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 2,122 | 103 | 0.0% | 0.0% | 245 | -167 | -7.3% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 1,778 | 86 | 0.0% | 0.0% | 246 | -117 | -6.17% | Q2 2026 | Jul 17, 2026 |
| Global Retirement Partners, LLC | History | New | 1,658 | 80 | 0.0% | — | 248 | +1,658 | New | Q2 2026 | Aug 06, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 1,661 | 80 | 0.02% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| State of Wyoming | History | Added to | 1,634 | 79 | 0.01% | 0.01% | 249 | +81 | 5.22% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,611 | 78 | 0.0% | 0.0% | 250 | +4 | 0.25% | Q2 2026 | Aug 12, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,620 | 78 | 0.02% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,528 | 74 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,456 | 71 | 0.0% | 0.0% | 253 | -65 | -4.27% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,243 | 61 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,226 | 59 | 0.0% | 0.0% | 255 | -756 | -38.14% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | Added to | 1,213 | 59 | 0.0% | 0.0% | 256 | +745 | 159.19% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,113 | 54 | 0.0% | 0.0% | 257 | -96 | -7.94% | Q2 2026 | Jul 24, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | No change | 1,000 | 48 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | Reduced | 980 | 47 | 0.03% | 0.04% | 259 | -420 | -30.0% | Q2 2026 | Jul 24, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 855 | 41 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 833 | 40 | 0.0% | 0.0% | 261 | -86 | -9.36% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | Added to | 784 | 38 | 0.0% | 0.0% | 262 | +14 | 1.82% | Q2 2026 | Aug 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 750 | 36 | 0.01% | — | 264 | +750 | New | Q2 2026 | Sep 02, 2026 |
| Covestor Ltd | History | Added to | 736 | 36 | 0.02% | — | 263 | +732 | 18300.0% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | Reduced | 709 | 35 | 0.0% | 0.0% | 265 | -35 | -4.7% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 698 | 34 | 0.0% | 0.0% | 267 | +498 | 249.0% | Q2 2026 | Aug 13, 2026 |
| NBT BANK, N.A. | History | No change | 700 | 34 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Versant Capital Management, Inc | History | Added to | 676 | 32 | 0.0% | 0.0% | 270 | +470 | 228.16% | Q2 2026 | Jul 02, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 670 | 32 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 670 | 32 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 608 | 30 | 0.0% | 0.0% | 272 | +246 | 67.96% | Q2 2026 | Jul 16, 2026 |
| Manchester Capital Management LLC | History | Added to | 629 | 30 | 0.0% | 0.0% | 271 | +165 | 35.56% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Added to | 589 | 28 | 0.01% | 0.0% | 273 | +458 | 349.62% | Q2 2026 | Aug 10, 2026 |
| Amova Asset Management Americas, Inc. | History | New | 545 | 26 | 0.0% | — | 275 | +545 | New | Q2 2026 | Aug 13, 2026 |
| Tower View Wealth Management LLC | History | Added to | 539 | 26 | 0.01% | 0.01% | 274 | +4 | 0.75% | Q2 2026 | Jul 24, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 522 | 25 | 0.0% | 0.0% | 276 | +499 | 2169.57% | Q2 2026 | Aug 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 491 | 23 | 0.0% | 0.0% | 277 | +201 | 69.31% | Q2 2026 | Jul 23, 2026 |
| Clearstead Advisors, LLC | History | New | 464 | 22 | 0.0% | — | 279 | +464 | New | Q2 2026 | Aug 06, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 455 | 22 | 0.0% | 0.0% | 278 | -36 | -7.33% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 438 | 21 | 0.0% | 0.0% | 280 | -44 | -9.13% | Q2 2026 | Aug 05, 2026 |
| HM PAYSON & CO | History | No change | 420 | 20 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 396 | 19 | 0.0% | 0.0% | 283 | -168 | -29.79% | Q2 2026 | Aug 07, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 400 | 19 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Parvin Asset Management, LLC | History | No change | 400 | 19 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | No change | 374 | 18 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Anchor Investment Management, LLC | History | New | 356 | 17 | 0.0% | — | 287 | +356 | New | Q2 2026 | Sep 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 350 | 17 | 0.0% | 0.0% | 286 | -36 | -9.33% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | New | 347 | 16 | 0.0% | — | 289 | +347 | New | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | Added to | 348 | 16 | 0.0% | 0.0% | 288 | +72 | 26.09% | Q2 2026 | Aug 13, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 303 | 15 | 0.0% | 0.0% | 290 | -150 | -33.11% | Q2 2026 | Jul 31, 2026 |
| True Wealth Design, LLC | History | Added to | 302 | 14 | 0.0% | 0.0% | 291 | +162 | 115.71% | Q2 2026 | Jul 16, 2026 |
| Costello Asset Management, INC | History | Added to | 275 | 13 | 0.0% | 0.0% | 292 | +1 | 0.36% | Q2 2026 | Jul 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 253 | 12 | 0.0% | 0.0% | 293 | +5 | 2.02% | Q2 2026 | Jul 31, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 231 | 11 | 0.0% | 0.01% | 295 | -37 | -13.81% | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 241 | 11 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 217 | 10 | 0.0% | — | 297 | +217 | New | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 212 | 10 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 202 | 9 | 0.0% | 0.0% | 299 | +148 | 274.07% | Q2 2026 | Jul 22, 2026 |
| AdvisorNet Financial, Inc | History | No change | 202 | 9 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 176 | 8 | 0.0% | 0.0% | 300 | -187 | -51.52% | Q2 2026 | Jul 02, 2026 |