DIGI INTERNATIONAL INC - DGII
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 5,944,312 | 445,526 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | Added to | 2,512,213 | 191,505 | 0.01% | 0.01% | 2 | +108,978 | 4.53% | Q3 2026 | Nov 10, 2026 |
| EARNEST PARTNERS LLC | History | No change | 1,763,379 | 132,165 | 0.48% | 0.48% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,731,823 | 129,800 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,641,209 | 123,008 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,607,812 | 120,505 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Conestoga Capital Advisors, LLC | History | Reduced | 1,501,112 | 114,429 | 3.45% | 3.55% | 7 | -676,247 | -31.06% | Q3 2026 | Nov 02, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 1,501,096 | 112,509 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Added to | 1,392,261 | 106,132 | 2.96% | 2.38% | 9 | +7,919 | 0.57% | Q3 2026 | Nov 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,320,044 | 100,628 | 0.02% | 0.02% | 10 | -335,733 | -20.28% | Q3 2026 | Nov 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,236,563 | 92,680 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,123,858 | 85,686 | 0.0% | 0.0% | 12 | -19,604 | -1.71% | Q3 2026 | Nov 06, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 954,057 | 71,506 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 803,401 | 58,955 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 754,265 | 57,497 | 0.52% | 0.51% | 15 | -92,178 | -10.89% | Q3 2026 | Nov 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 647,543 | 48,533 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Invesco Ltd. | History | No change | 587,011 | 43,996 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 490,294 | 36,747 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 412,754 | 30,936 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 394,849 | 29,593 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 390,333 | 29,255 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 365,408 | 27,387 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 329,905 | 25,148 | 0.02% | 0.03% | 23 | -62,975 | -16.03% | Q3 2026 | Nov 10, 2026 |
| MORGAN STANLEY | History | No change | 332,090 | 24,890 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 325,275 | 24,379 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Alpha Capital Management Ltd. | History | Reduced | 317,414 | 24,196 | 1.58% | 2.14% | 26 | -158,548 | -33.31% | Q3 2026 | Nov 10, 2026 |
| Port Capital LLC | History | No change | 321,072 | 24,064 | 0.98% | 0.98% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 313,384 | 23,488 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UBS Group AG | History | Added to | 306,000 | 23,326 | 0.0% | 0.0% | 29 | +77,917 | 34.16% | Q3 2026 | Nov 10, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 266,419 | 19,968 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 253,602 | 18,941 | 0.04% | 0.03% | 31 | +97,677 | 62.64% | Q3 2026 | Nov 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 227,774 | 17,363 | 0.01% | 0.01% | 32 | +553 | 0.24% | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 228,140 | 17,099 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 224,004 | 17,075 | 0.13% | 0.17% | 34 | -129,173 | -36.57% | Q3 2026 | Oct 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 211,388 | 16,114 | 0.0% | 0.0% | 35 | -5,739 | -2.64% | Q3 2026 | Nov 05, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 196,244 | 14,708 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 195,005 | 14,615 | 0.33% | 0.33% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 186,780 | 14,238 | 0.02% | 0.03% | 38 | -38,263 | -17.0% | Q3 2026 | Nov 05, 2026 |
| FEDERATED HERMES, INC. | History | No change | 187,706 | 14,068 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 184,802 | 13,850 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 170,759 | 13,016 | 0.02% | 0.03% | 41 | -32,500 | -15.99% | Q3 2026 | Nov 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 147,834 | 11,080 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 146,220 | 10,959 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portolan Capital Management, LLC | History | No change | 141,243 | 10,586 | 0.4% | 0.4% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 118,593 | 9,040 | 0.0% | 0.0% | 45 | +29,879 | 33.68% | Q3 2026 | Nov 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 115,565 | 8,661 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 107,506 | 8,057 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 104,141 | 7,805 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 92,984 | 6,969 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 89,885 | 6,736 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 87,792 | 6,692 | 0.0% | 0.0% | 51 | -303 | -0.34% | Q3 2026 | Nov 10, 2026 |
| Creative Planning | History | Added to | 87,266 | 6,652 | 0.0% | 0.0% | 52 | +25,546 | 41.39% | Q3 2026 | Nov 02, 2026 |
| Legal & General Group Plc | History | No change | 84,176 | 6,308 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Informed Momentum Co LLC | History | No change | 82,333 | 6,170 | 0.55% | 0.55% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 80,863 | 6,164 | 0.06% | 0.06% | 55 | +13 | 0.02% | Q3 2026 | Oct 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 79,600 | 5,841 | 0.01% | 0.01% | 56 | -44,008 | -35.6% | Q3 2026 | Nov 04, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | No change | 74,500 | 5,569 | 0.76% | 0.76% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Swiss National Bank | History | No change | 73,600 | 5,516 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Emerald Investment Advisers, LLC | History | New | 68,062 | 5,188 | 0.36% | — | 59 | +68,062 | New | Q3 2026 | Nov 09, 2026 |
| Cresset Asset Management, LLC | History | No change | 68,864 | 5,161 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREDIT AGRICOLE S A | History | No change | 68,600 | 5,141 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 67,071 | 5,113 | 0.01% | 0.01% | 62 | +60 | 0.09% | Q3 2026 | Nov 09, 2026 |
| Lisanti Capital Growth, LLC | History | Added to | 66,410 | 5,062 | 1.36% | 0.36% | 63 | +44,870 | 208.31% | Q3 2026 | Nov 05, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 64,126 | 4,888 | 0.14% | 0.13% | 64 | +4,295 | 7.18% | Q3 2026 | Oct 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 62,532 | 4,766 | 0.05% | 0.06% | 65 | -13,159 | -17.39% | Q3 2026 | Oct 27, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 59,199 | 4,512 | 0.42% | 0.41% | 66 | +4,629 | 8.48% | Q3 2026 | Nov 04, 2026 |
| Dakota Wealth Management | History | No change | 52,873 | 3,962 | 0.08% | 0.08% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BFC Planning, Inc. | History | No change | 51,885 | 3,888 | 0.16% | 0.16% | 68 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Cetera Investment Advisers | History | No change | 50,364 | 3,774 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 49,261 | 3,755 | 0.03% | 0.03% | 70 | -3,566 | -6.75% | Q3 2026 | Nov 10, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 47,937 | 3,660 | 0.0% | 0.0% | 71 | -7,705 | -13.85% | Q3 2026 | Nov 09, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 48,413 | 3,628 | 0.59% | 0.59% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 46,577 | 3,490 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 44,261 | 3,374 | 0.01% | 0.01% | 74 | +346 | 0.79% | Q3 2026 | Oct 22, 2026 |
| Annex Advisory Services, LLC | History | Added to | 43,204 | 3,293 | 0.05% | 0.05% | 75 | +6,844 | 18.82% | Q3 2026 | Oct 15, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 43,366 | 3,250 | 0.42% | 0.42% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aberdeen Group plc | History | New | 41,505 | 3,163 | 0.0% | — | 77 | +41,505 | New | Q3 2026 | Nov 10, 2026 |
| Numerai GP LLC | History | No change | 40,936 | 3,068 | 0.25% | 0.25% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 40,758 | 3,054 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 40,330 | 3,022 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 40,000 | 2,998 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 38,834 | 2,910 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Riverwater Partners LLC | History | Reduced | 36,818 | 2,806 | 0.78% | 1.09% | 83 | -12,085 | -24.71% | Q3 2026 | Nov 03, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 36,771 | 2,803 | 0.0% | 0.0% | 84 | -2,479 | -6.32% | Q3 2026 | Nov 06, 2026 |
| Legato Capital Management LLC | History | Added to | 31,716 | 2,417 | 0.22% | 0.15% | 85 | +6,815 | 27.37% | Q3 2026 | Nov 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 30,474 | 2,278 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 46,410 | 2,236 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 29,145 | 2,184 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 27,983 | 2,135 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 28,382 | 2,127 | 0.15% | 0.15% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 27,997 | 2,125 | 0.0% | 0.0% | 91 | -42 | -0.15% | Q3 2026 | Nov 05, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 27,725 | 2,077 | 0.11% | 0.11% | 92 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 27,464 | 2,058 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 26,661 | 2,032 | 0.0% | 0.0% | 94 | -623 | -2.28% | Q3 2026 | Nov 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 26,138 | 1,992 | 0.01% | 0.01% | 95 | -695 | -2.59% | Q3 2026 | Nov 10, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 24,621 | 1,845 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Brevan Howard Capital Management LP | History | No change | 23,547 | 1,764 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 23,382 | 1,752 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 23,149 | 1,735 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 22,453 | 1,711 | 0.0% | 0.0% | 100 | -2,452 | -9.85% | Q3 2026 | Nov 06, 2026 |
| STRS OHIO | History | Added to | 22,300 | 1,699 | 0.01% | 0.0% | 101 | +5,900 | 35.98% | Q3 2026 | Oct 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 21,947 | 1,644 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 21,924 | 1,643 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 20,999 | 1,600 | 0.02% | 0.02% | 104 | +369 | 1.79% | Q3 2026 | Nov 05, 2026 |
| AEGON ASSET MANAGEMENT UK PLC | History | Reduced | 20,928 | 1,595 | 0.02% | 0.03% | 105 | -18,700 | -47.19% | Q3 2026 | Nov 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 18,559 | 1,390 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Jupiter Topco LLC | History | No change | 18,385 | 1,376 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 18,308 | 1,372 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 18,185 | 1,362 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 18,082 | 1,355 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 18,070 | 1,354 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 17,411 | 1,327 | 0.01% | 0.01% | 112 | -3,206 | -15.55% | Q3 2026 | Oct 27, 2026 |
| Tidal Investments LLC | History | No change | 17,472 | 1,309 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 16,900 | 1,288 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Atria Investments, Inc | History | Reduced | 16,318 | 1,243 | 0.01% | 0.01% | 115 | -2,044 | -11.13% | Q3 2026 | Oct 15, 2026 |
| SG Americas Securities, LLC | History | No change | 16,531 | 1,239 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 16,200 | 1,234 | 0.02% | 0.02% | 117 | -300 | -1.82% | Q3 2026 | Oct 20, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 16,329 | 1,223 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 15,887 | 1,211 | 0.0% | 0.0% | 119 | +38 | 0.24% | Q3 2026 | Nov 10, 2026 |
| Jackson Creek Investment Advisors LLC | History | No change | 15,680 | 1,195 | 0.41% | 0.36% | 120 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| GABELLI FUNDS LLC | History | No change | 15,800 | 1,184 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, LLC | History | No change | 15,660 | 1,173 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Added to | 15,038 | 1,146 | 0.0% | 0.0% | 123 | +8,952 | 147.09% | Q3 2026 | Nov 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 14,871 | 1,133 | 0.0% | 0.0% | 124 | +4,087 | 37.9% | Q3 2026 | Nov 10, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 14,950 | 1,120 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 14,842 | 1,112 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| INTRUST BANK NA | History | No change | 14,695 | 1,101 | 0.08% | 0.08% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 14,562 | 1,091 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 13,700 | 1,044 | 0.7% | 0.63% | 129 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Quantinno Capital Management LP | History | No change | 13,757 | 1,031 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | New | 13,500 | 1,029 | 0.03% | — | 131 | +13,500 | New | Q3 2026 | Nov 05, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 13,111 | 982 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Counterpoint Mutual Funds LLC | History | Added to | 12,854 | 979 | 0.08% | 0.04% | 133 | +7,829 | 155.8% | Q3 2026 | Oct 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 12,753 | 955 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investment Services, LLC | History | No change | 12,614 | 945 | 0.26% | 0.26% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 12,264 | 934 | 0.01% | 0.01% | 136 | +2,230 | 22.22% | Q3 2026 | Oct 22, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 11,872 | 905 | 0.0% | 0.0% | 137 | +15 | 0.13% | Q3 2026 | Nov 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 11,762 | 896 | 0.01% | 0.01% | 138 | +1,577 | 15.48% | Q3 2026 | Nov 09, 2026 |
| Horizon Investments, LLC | History | No change | 11,900 | 891 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | New | 11,045 | 841 | 0.01% | — | 140 | +11,045 | New | Q3 2026 | Nov 03, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 11,207 | 839 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 11,023 | 826 | 0.08% | 0.08% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,988 | 823 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pacer Advisors, Inc. | History | No change | 10,870 | 815 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 10,424 | 794 | 0.01% | 0.01% | 145 | -671 | -6.05% | Q3 2026 | Nov 09, 2026 |
| Arizona State Retirement System | History | Added to | 10,353 | 789 | 0.0% | 0.0% | 146 | +234 | 2.31% | Q3 2026 | Nov 03, 2026 |
| US BANCORP \DE\ | History | Added to | 10,309 | 785 | 0.0% | 0.0% | 147 | +8,724 | 550.41% | Q3 2026 | Nov 05, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 10,440 | 782 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 10,349 | 775 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 9,828 | 749 | 0.01% | 0.01% | 150 | -297 | -2.93% | Q3 2026 | Oct 23, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 9,951 | 745 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 9,599 | 731 | 0.05% | — | 152 | +9,599 | New | Q3 2026 | Nov 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 9,322 | 710 | 0.0% | 0.0% | 153 | +1,787 | 23.72% | Q3 2026 | Nov 10, 2026 |
| SUMMITRY LLC | History | No change | 9,435 | 707 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,248 | 705 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 9,395 | 704 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 9,200 | 701 | 0.0% | 0.0% | 157 | +2,700 | 41.54% | Q3 2026 | Oct 28, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 9,307 | 697 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rothwell Investment Advisors, LLC | History | New | 8,984 | 684 | 0.37% | — | 159 | +8,984 | New | Q3 2026 | Nov 06, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 8,941 | 681 | 0.0% | 0.0% | 160 | +1 | 0.01% | Q3 2026 | Nov 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 9,240 | 678 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | New | 8,685 | 662 | 0.01% | — | 162 | +8,685 | New | Q3 2026 | Oct 22, 2026 |
| Bridgefront Capital, LLC | History | No change | 8,800 | 659 | 0.17% | 0.17% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 8,543 | 651 | 0.01% | 0.01% | 164 | -43 | -0.5% | Q3 2026 | Oct 29, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 8,486 | 646 | 0.01% | 0.01% | 165 | +3,019 | 55.22% | Q3 2026 | Nov 05, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,464 | 645 | 0.01% | 0.01% | 166 | -5,602 | -39.83% | Q3 2026 | Oct 15, 2026 |
| Inspire Investing, LLC | History | Reduced | 8,356 | 636 | 0.03% | 0.03% | 167 | -834 | -9.08% | Q3 2026 | Oct 22, 2026 |
| Teton Advisors, LLC | History | No change | 8,000 | 599 | 0.35% | 0.35% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 7,796 | 584 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 7,737 | 579 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,693 | 576 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | Added to | 7,457 | 568 | 0.0% | 0.0% | 172 | +143 | 1.96% | Q3 2026 | Nov 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 7,345 | 550 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 7,276 | 545 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 7,252 | 543 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Moran Wealth Management, LLC | History | Added to | 7,119 | 542 | 0.01% | 0.01% | 176 | +720 | 11.25% | Q3 2026 | Oct 22, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 7,039 | 527 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAIRS & POWER INC | History | No change | 7,000 | 524 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 6,900 | 517 | 0.07% | 0.07% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 6,637 | 505 | 0.18% | 0.15% | 180 | +1,324 | 24.92% | Q3 2026 | Nov 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,787 | 441 | 0.0% | 0.0% | 181 | +1,997 | 52.69% | Q3 2026 | Nov 09, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 5,754 | 438 | 0.0% | 0.0% | 182 | -38 | -0.66% | Q3 2026 | Nov 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 5,751 | 431 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Values First Advisors, Inc. | History | Reduced | 5,586 | 425 | 0.2% | 0.19% | 184 | -84 | -1.48% | Q3 2026 | Oct 23, 2026 |
| CITIGROUP INC | History | Reduced | 5,545 | 422 | 0.0% | 0.0% | 185 | -23,479 | -80.9% | Q3 2026 | Nov 04, 2026 |
| Gotham Asset Management, LLC | History | No change | 5,400 | 404 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 5,162 | 393 | 0.0% | 0.0% | 187 | -203 | -3.78% | Q3 2026 | Oct 28, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 5,236 | 392 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 5,131 | 391 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,536 | 390 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spark Investment Management LLC | History | No change | 5,000 | 374 | 0.73% | 0.73% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 4,824 | 367 | 0.0% | 0.0% | 192 | -155 | -3.11% | Q3 2026 | Nov 03, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 4,761 | 362 | 0.01% | 0.02% | 194 | -10,569 | -68.94% | Q3 2026 | Oct 13, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 4,748 | 362 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| STEPHENS INC /AR/ | History | No change | 4,815 | 360 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Amundi | History | Reduced | 4,686 | 357 | 0.0% | 0.0% | 196 | -2,515 | -34.93% | Q3 2026 | Nov 06, 2026 |
| FourThought Financial Partners, LLC | History | No change | 4,707 | 352 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Reduced | 4,605 | 351 | 0.02% | 0.03% | 198 | -655 | -12.45% | Q3 2026 | Nov 09, 2026 |
| M&T BANK CORP | History | Added to | 4,490 | 341 | 0.0% | 0.0% | 199 | +262 | 6.2% | Q3 2026 | Nov 10, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 4,428 | 338 | 0.01% | 0.01% | 200 | +1,196 | 37.0% | Q3 2026 | Oct 22, 2026 |
| Assenagon Asset Management S.A. | History | No change | 4,387 | 334 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 4,200 | 320 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 4,133 | 315 | 0.0% | 0.0% | 203 | -1,136 | -21.56% | Q3 2026 | Oct 26, 2026 |
| Simplicity Wealth,LLC | History | New | 4,042 | 308 | 0.01% | — | 204 | +4,042 | New | Q3 2026 | Oct 23, 2026 |
| Squarepoint Ops LLC | History | New | 4,027 | 306 | 0.0% | — | 205 | +4,027 | New | Q3 2026 | Nov 09, 2026 |
| Triangle Securities Wealth Management | History | New | 4,024 | 304 | 0.06% | — | 207 | +4,024 | New | Q3 2026 | Oct 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,066 | 304 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 4,000 | 299 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PACK Private Wealth, LLC | History | No change | 4,000 | 299 | 0.12% | 0.12% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 3,818 | 291 | 0.04% | 0.04% | 210 | -288 | -7.01% | Q3 2026 | Nov 03, 2026 |
| IEQ CAPITAL, LLC | History | New | 3,817 | 290 | 0.0% | — | 211 | +3,817 | New | Q3 2026 | Nov 10, 2026 |
| LANARK FINANCIAL, INC. | History | New | 3,779 | 288 | 0.02% | — | 212 | +3,779 | New | Q3 2026 | Oct 26, 2026 |
| XPONANCE LLC | History | Reduced | 3,637 | 277 | 0.0% | 0.0% | 213 | -91 | -2.44% | Q3 2026 | Nov 03, 2026 |
| Intellectus Partners, LLC | History | No change | 3,680 | 275 | 0.05% | 0.05% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,668 | 274 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 3,576 | 268 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hardy Reed LLC | History | Reduced | 3,480 | 265 | 0.02% | 0.02% | 217 | -725 | -17.24% | Q3 2026 | Nov 06, 2026 |
| Baader Bank Aktiengesellschaft | History | No change | 3,500 | 262 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 3,377 | 257 | 0.0% | 0.0% | 219 | -76 | -2.2% | Q3 2026 | Oct 21, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,414 | 255 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rehmann Capital Advisory Group | History | No change | 3,405 | 255 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 3,299 | 251 | 0.01% | — | 222 | +3,299 | New | Q3 2026 | Oct 22, 2026 |
| GAMMA Investing LLC | History | Added to | 3,068 | 233 | 0.01% | 0.01% | 223 | +492 | 19.1% | Q3 2026 | Oct 08, 2026 |
| Net Worth Advisory Group | History | Reduced | 3,086 | 226 | 0.06% | 0.07% | 224 | -440 | -12.48% | Q3 2026 | Oct 19, 2026 |
| Hilltop National Bank | History | Reduced | 2,854 | 217 | 0.05% | 0.06% | 225 | -641 | -18.34% | Q3 2026 | Oct 14, 2026 |
| Unified Investment Management | History | Reduced | 2,775 | 211 | 0.19% | 0.26% | 226 | -1,030 | -27.07% | Q3 2026 | Oct 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 2,788 | 208 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abel Hall, LLC | History | New | 2,727 | 207 | 0.04% | — | 230 | +2,727 | New | Q3 2026 | Oct 19, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,770 | 207 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DnB Asset Management AS | History | No change | 2,773 | 207 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Semanteon Capital Management, LP | History | New | 2,666 | 203 | 0.75% | — | 232 | +2,666 | New | Q3 2026 | Nov 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,672 | 203 | 0.0% | 0.0% | 231 | +63 | 2.41% | Q3 2026 | Nov 06, 2026 |
| Aquatic Capital Management LLC | History | No change | 2,633 | 197 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,898 | 144 | 0.0% | 0.0% | 234 | -156 | -7.59% | Q3 2026 | Nov 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,511 | 115 | 0.0% | 0.0% | 235 | +661 | 77.76% | Q3 2026 | Oct 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,379 | 105 | 0.01% | 0.01% | 236 | +281 | 25.59% | Q3 2026 | Oct 29, 2026 |
| KBC Group NV | History | Added to | 1,316 | 100 | 0.0% | 0.0% | 237 | +725 | 122.67% | Q3 2026 | Oct 22, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 1,313 | 98 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,181 | 90 | 0.0% | 0.0% | 239 | +973 | 467.79% | Q3 2026 | Oct 22, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,087 | 81 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| USA FINANCIAL FORMULAS | History | New | 1,055 | 80 | 0.02% | — | 241 | +1,055 | New | Q3 2026 | Oct 16, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 1,043 | 77 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 836 | 64 | 0.0% | 0.0% | 243 | +473 | 130.3% | Q3 2026 | Nov 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 818 | 62 | 0.01% | 0.01% | 244 | +15 | 1.87% | Q3 2026 | Oct 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 733 | 54 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Reduced | 655 | 49 | 0.0% | 0.0% | 246 | -8 | -1.21% | Q3 2026 | Oct 21, 2026 |
| SIGNATUREFD, LLC | History | Added to | 558 | 42 | 0.0% | 0.0% | 247 | +441 | 376.92% | Q3 2026 | Oct 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 542 | 41 | 0.0% | 0.0% | 248 | +318 | 141.96% | Q3 2026 | Nov 04, 2026 |
| Nykredit A/S | History | No change | 498 | 37 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Optiver Holding B.V. | History | No change | 484 | 36 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 468 | 35 | 0.0% | 0.0% | 252 | +344 | 277.42% | Q3 2026 | Nov 10, 2026 |
| Arax Advisory Partners | History | No change | 468 | 35 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Community Bank, N.A. | History | No change | 400 | 30 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 392 | 29 | 0.0% | 0.0% | 255 | +244 | 164.86% | Q3 2026 | Oct 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 389 | 29 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 333 | 24 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 330 | 24 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 297 | 22 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Quantbot Technologies LP | History | No change | 289 | 21 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 267 | 20 | 0.0% | — | 260 | +267 | New | Q3 2026 | Oct 28, 2026 |
| PRIVATE TRUST CO NA | History | New | 250 | 19 | 0.0% | — | 261 | +250 | New | Q3 2026 | Oct 20, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 247 | 18 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | New | 212 | 16 | 0.0% | — | 263 | +212 | New | Q3 2026 | Oct 08, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 209 | 15 | 0.0% | — | 265 | +209 | New | Q3 2026 | Nov 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 197 | 15 | 0.0% | 0.0% | 264 | -6 | -2.96% | Q3 2026 | Oct 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 195 | 14 | 0.0% | 0.0% | 267 | +175 | 875.0% | Q3 2026 | Nov 03, 2026 |
| Allworth Financial LP | History | Added to | 194 | 14 | 0.0% | 0.0% | 266 | +21 | 12.14% | Q3 2026 | Nov 06, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 187 | 14 | 0.0% | 0.0% | 268 | +14 | 8.09% | Q3 2026 | Oct 28, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 181 | 13 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 182 | 13 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 164 | 12 | 0.01% | — | 273 | +164 | New | Q3 2026 | Oct 21, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 151 | 12 | 0.0% | — | 272 | +151 | New | Q3 2026 | Oct 22, 2026 |
| UMB Bank, n.a. | History | Added to | 169 | 12 | 0.0% | 0.0% | 271 | +4 | 2.42% | Q3 2026 | Nov 06, 2026 |
| Accent Capital Management, LLC | History | No change | 160 | 11 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | Reduced | 142 | 10 | 0.01% | 0.01% | 275 | -7 | -4.7% | Q3 2026 | Oct 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 79 | 6 | 0.0% | 0.0% | 276 | +36 | 83.72% | Q3 2026 | Oct 05, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 88 | 6 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Versant Capital Management, Inc | History | Added to | 72 | 5 | 0.0% | 0.0% | 278 | +11 | 18.03% | Q3 2026 | Oct 01, 2026 |
| Root Financial Partners, LLC | History | New | 61 | 4 | 0.0% | — | 279 | +61 | New | Q3 2026 | Oct 21, 2026 |
| UMB Private Wealth Management, LLC | History | New | 60 | 4 | 0.0% | — | 280 | +60 | New | Q3 2026 | Oct 19, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 40 | 3 | 0.0% | 0.0% | 282 | +16 | 66.67% | Q3 2026 | Oct 22, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 47 | 3 | 0.0% | 0.0% | 283 | +12 | 34.29% | Q3 2026 | Oct 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 42 | 3 | 0.0% | 0.0% | 281 | -3 | -6.67% | Q3 2026 | Nov 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 29 | 2 | 0.0% | 0.0% | 284 | -8 | -21.62% | Q3 2026 | Oct 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 29 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| City State Bank | History | New | 25 | 1 | 0.0% | — | 291 | +25 | New | Q3 2026 | Oct 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 21 | 1 | 0.0% | — | 289 | +21 | New | Q3 2026 | Nov 09, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 21 | 1 | 0.0% | — | 290 | +21 | New | Q3 2026 | Nov 09, 2026 |
| MATHER GROUP, LLC. | History | No change | 22 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| True Wealth Design, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -15,000 | -100.0% | Q3 2026 | Oct 23, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,500 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -3,385 | -99.91% | Q3 2026 | Nov 06, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -2,129 | -100.0% | Q3 2026 | Oct 28, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -881 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Hara Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -150 | -100.0% | Q3 2026 | Oct 30, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q3 2026 | Oct 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Nov 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 23, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 23, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 15, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 20, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Nov 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q3 2026 | Nov 03, 2026 |
| Evolution Advisers, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Davis Capital Management | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Oct 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q3 2026 | Oct 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marquette Asset Management, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| WealthCollab, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ankerstar Wealth, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |