Dorman Products, Inc. - DORM
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 | 4,078,727 | 556,542 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,532,619 | 209,125 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,445,466 | 197,234 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,213,185 | 165,539 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,143,736 | 155,871 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,192,602 | 146,215 | 0.03% | 0.03% | 6 | +57,036 | 5.02% | Q3 2026 | Nov 04, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 824,216 | 112,464 | 0.91% | 0.91% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 814,857 | 111,187 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KTF INVESTMENTS, LLC | History | Reduced | 868,670 | 106,498 | 11.42% | 12.02% | 9 | -2,793 | -0.32% | Q3 2026 | Oct 23, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 745,121 | 101,689 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 713,326 | 97,333 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REINHART PARTNERS, LLC. | History | Added to | 696,562 | 85,398 | 2.08% | 2.13% | 12 | +12,180 | 1.78% | Q3 2026 | Oct 09, 2026 |
| Channing Capital Management, LLC | History | Reduced | 637,520 | 78,159 | 2.05% | 2.09% | 13 | -27,799 | -4.18% | Q3 2026 | Nov 02, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 490,625 | 66,946 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 481,630 | 65,719 | 0.51% | 0.51% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 472,393 | 64,458 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 465,936 | 63,576 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | No change | 447,159 | 61,014 | 1.4% | 1.4% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 419,359 | 57,221 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 415,163 | 56,648 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 374,084 | 51,043 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 348,055 | 47,492 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 344,428 | 46,997 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | No change | 330,809 | 45,138 | 0.15% | 0.15% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 323,883 | 44,193 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 292,875 | 39,962 | 0.11% | 0.11% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | No change | 284,244 | 38,785 | 1.74% | 1.74% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 278,200 | 37,960 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 270,664 | 36,932 | 0.24% | 0.24% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 270,458 | 36,903 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BROWN ADVISORY INC | History | No change | 266,599 | 36,377 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 266,043 | 36,301 | 0.97% | 0.97% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | History | No change | 263,383 | 35,938 | 4.84% | 4.84% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mawer Investment Management Ltd. | History | No change | 257,897 | 35,190 | 0.24% | 0.24% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fiera Capital Corp | History | No change | 253,551 | 34,597 | 0.13% | 0.13% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 216,497 | 29,541 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 184,827 | 25,219 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 174,155 | 23,763 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 167,331 | 22,833 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 165,611 | 22,597 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 163,008 | 22,242 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| First Eagle Investment Management, LLC | History | No change | 158,642 | 21,646 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 142,040 | 17,414 | 1.59% | 1.67% | 43 | -6,949 | -4.66% | Q3 2026 | Oct 28, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 130,918 | 16,050 | 0.01% | 0.01% | 44 | -15,981 | -10.88% | Q3 2026 | Nov 02, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 111,238 | 13,637 | 0.69% | 0.91% | 45 | -35,371 | -24.13% | Q3 2026 | Oct 23, 2026 |
| BESSEMER GROUP INC | History | No change | 96,800 | 13,208 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 94,544 | 12,900 | 0.23% | 0.23% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 93,438 | 12,749 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 81,603 | 11,134 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 82,266 | 11,076 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 77,765 | 10,610 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pembroke Management, LTD | History | Added to | 86,468 | 10,600 | 1.31% | 1.79% | 52 | +2,929 | 3.51% | Q3 2026 | Oct 21, 2026 |
| NICHOLAS COMPANY, INC. | History | No change | 74,519 | 10,168 | 0.19% | 0.19% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RHUMBLINE ADVISERS | History | No change | 66,228 | 9,036 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 65,237 | 8,815 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 63,174 | 8,620 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 62,879 | 8,579 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bridge City Capital, LLC | History | Added to | 66,751 | 8,183 | 1.71% | 1.82% | 58 | +8,163 | 13.93% | Q3 2026 | Oct 29, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 58,102 | 7,928 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 55,949 | 7,634 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roubaix Capital, LLC | History | No change | 55,682 | 7,597 | 2.72% | 2.72% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 53,443 | 7,292 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 51,630 | 7,045 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 51,500 | 7,027 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 49,985 | 6,820 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 47,662 | 6,503 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 41,702 | 5,690 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 45,938 | 5,632 | 0.38% | 0.38% | 68 | +5,399 | 13.32% | Q3 2026 | Oct 22, 2026 |
| Quantinno Capital Management LP | History | No change | 39,563 | 5,398 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 38,888 | 5,306 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 38,438 | 5,245 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ruffer LLP | History | No change | 36,968 | 5,038 | 0.18% | 0.18% | 72 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 36,498 | 4,980 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 35,760 | 4,879 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 35,529 | 4,847 | 0.14% | 0.14% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Granite Investment Partners, LLC | History | Added to | 39,524 | 4,845 | 0.26% | 0.25% | 76 | +3,342 | 9.24% | Q3 2026 | Nov 04, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | No change | 35,010 | 4,777 | 0.23% | 0.23% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 34,461 | 4,702 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Squarepoint Ops LLC | History | No change | 34,343 | 4,686 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 34,075 | 4,649 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 32,678 | 4,458 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 31,050 | 4,236 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 34,215 | 4,194 | 0.09% | 0.11% | 83 | -5,850 | -14.6% | Q3 2026 | Nov 03, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 29,268 | 3,993 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 29,242 | 3,990 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 28,603 | 3,903 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 28,145 | 3,840 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 36,301 | 3,788 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 30,114 | 3,691 | 0.29% | 0.31% | 89 | +2,403 | 8.67% | Q3 2026 | Oct 19, 2026 |
| Sterling Capital Management LLC | History | Reduced | 29,630 | 3,632 | 0.07% | 0.07% | 90 | -816 | -2.68% | Q3 2026 | Oct 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 25,827 | 3,478 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 25,481 | 3,476 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Long Road Investment Counsel, LLC | History | Reduced | 27,450 | 3,365 | 1.3% | 1.42% | 93 | -800 | -2.83% | Q3 2026 | Nov 04, 2026 |
| Aurora Investment Counsel | History | No change | 23,165 | 3,160 | 1.63% | 1.63% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | No change | 22,833 | 3,115 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 22,710 | 3,098 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 22,648 | 3,089 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 21,664 | 2,956 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLARK ESTATES INC/NY | History | No change | 21,000 | 2,865 | 0.66% | 0.66% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 20,810 | 2,839 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 21,623 | 2,651 | 0.01% | 0.01% | 101 | -343 | -1.56% | Q3 2026 | Oct 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 17,857 | 2,437 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 18,723 | 2,295 | 0.0% | 0.0% | 103 | +2,185 | 13.21% | Q3 2026 | Nov 02, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 17,220 | 2,282 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 18,540 | 2,273 | 0.02% | 0.03% | 105 | -192 | -1.02% | Q3 2026 | Oct 27, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 17,748 | 2,175 | 0.04% | 0.04% | 106 | -31 | -0.17% | Q3 2026 | Oct 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 15,757 | 2,150 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 14,944 | 2,039 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | No change | 14,613 | 1,993 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Csenge Advisory Group | History | Reduced | 16,119 | 1,976 | 0.08% | 0.09% | 110 | -14 | -0.09% | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD BANCORP | History | No change | 14,356 | 1,958 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 14,305 | 1,951 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 15,722 | 1,927 | 0.07% | 0.06% | 113 | +4,055 | 34.76% | Q3 2026 | Oct 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 13,368 | 1,824 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 13,354 | 1,822 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Holocene Advisors, LP | History | No change | 12,865 | 1,755 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lummis Asset Management, LP | History | No change | 12,803 | 1,746 | 1.04% | 1.04% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 12,461 | 1,700 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 11,776 | 1,606 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 11,754 | 1,604 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 11,097 | 1,514 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 10,719 | 1,462 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 11,600 | 1,422 | 0.02% | 0.02% | 123 | -300 | -2.52% | Q3 2026 | Oct 20, 2026 |
| Edgestream Partners, L.P. | History | No change | 10,308 | 1,406 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Handelsbanken Fonder AB | History | No change | 9,544 | 1,302 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CenterBook Partners LP | History | Reduced | 10,283 | 1,260 | 0.06% | 0.09% | 126 | -2,968 | -22.4% | Q3 2026 | Nov 02, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,062 | 1,236 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,008 | 1,226 | 0.0% | 0.0% | 128 | -59 | -0.59% | Q3 2026 | Oct 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 9,670 | 1,185 | 0.0% | 0.0% | 129 | +2 | 0.02% | Q3 2026 | Oct 20, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 8,596 | 1,172 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Reduced | 9,441 | 1,157 | 0.0% | 0.0% | 131 | -417 | -4.23% | Q3 2026 | Oct 21, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,472 | 1,156 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 9,199 | 1,127 | 0.1% | 0.11% | 133 | +9 | 0.1% | Q3 2026 | Nov 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 9,032 | 1,107 | 0.0% | 0.0% | 134 | +1,111 | 14.03% | Q3 2026 | Nov 04, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 8,928 | 1,094 | 0.0% | 0.0% | 135 | -1,603 | -15.22% | Q3 2026 | Nov 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,981 | 1,089 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Numerai GP LLC | History | No change | 7,634 | 1,041 | 0.09% | 0.09% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 7,453 | 1,016 | 0.07% | 0.07% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,785 | 925 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,656 | 908 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 6,595 | 899 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 6,531 | 891 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,482 | 884 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 6,452 | 880 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,175 | 879 | 0.01% | 0.01% | 145 | -182 | -2.47% | Q3 2026 | Oct 22, 2026 |
| Arizona State Retirement System | History | Added to | 7,154 | 877 | 0.0% | 0.0% | 146 | +78 | 1.1% | Q3 2026 | Nov 03, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 6,414 | 875 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,071 | 867 | 0.01% | 0.01% | 148 | -229 | -3.14% | Q3 2026 | Oct 23, 2026 |
| Legato Capital Management LLC | History | No change | 6,167 | 841 | 0.07% | 0.07% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | No change | 5,828 | 795 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 5,831 | 795 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,433 | 788 | 0.0% | 0.0% | 152 | -16 | -0.25% | Q3 2026 | Nov 03, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 5,700 | 777 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 6,108 | 748 | 0.01% | 0.01% | 154 | -101 | -1.63% | Q3 2026 | Oct 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 6,094 | 746 | 0.01% | 0.01% | 155 | -4,603 | -43.03% | Q3 2026 | Oct 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,390 | 735 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 5,367 | 732 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,118 | 698 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 5,120 | 698 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 5,115 | 697 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 5,051 | 689 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 4,944 | 675 | 0.15% | 0.15% | 162 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 4,872 | 664 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 4,668 | 636 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 4,542 | 619 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Abundance Wealth Counselors | History | No change | 4,778 | 585 | 0.08% | 0.09% | 166 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 4,258 | 581 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 4,175 | 569 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,110 | 560 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 4,092 | 558 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,021 | 548 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 4,406 | 540 | 0.0% | 0.0% | 172 | -206 | -4.47% | Q3 2026 | Oct 26, 2026 |
| Maryland State Retirement & Pension System | History | No change | 3,962 | 540 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITIGROUP INC | History | Reduced | 4,403 | 539 | 0.0% | 0.0% | 174 | -11,106 | -71.61% | Q3 2026 | Nov 04, 2026 |
| First National Advisers, LLC | History | No change | 3,913 | 533 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | No change | 4,242 | 520 | 0.18% | 0.2% | 176 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Amundi | History | No change | 3,762 | 513 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOWE & RUSLING INC | History | No change | 3,704 | 505 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pictet Asset Management Holding SA | History | No change | 3,748 | 459 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| ProShare Advisors LLC | History | Reduced | 3,712 | 455 | 0.0% | 0.0% | 180 | -148 | -3.83% | Q3 2026 | Oct 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 3,335 | 455 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 3,669 | 449 | 0.0% | 0.0% | 182 | +598 | 19.47% | Q3 2026 | Nov 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,057 | 417 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,019 | 412 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 3,012 | 410 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 2,970 | 405 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | New | 3,212 | 393 | 0.01% | — | 187 | +3,212 | New | Q3 2026 | Oct 27, 2026 |
| Caprock Group, LLC | History | No change | 2,865 | 390 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUMMITRY LLC | History | No change | 2,842 | 387 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 2,834 | 386 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 3,116 | 382 | 0.0% | 0.0% | 191 | +1 | 0.03% | Q3 2026 | Oct 23, 2026 |
| FIDUCIARY TRUST CO | History | No change | 2,702 | 368 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aristides Capital LLC | History | No change | 2,690 | 367 | 0.07% | 0.07% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 2,812 | 344 | 0.02% | 0.0% | 194 | +2,800 | 23333.33% | Q3 2026 | Oct 30, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 2,500 | 341 | 0.13% | 0.13% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 2,500 | 341 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,456 | 335 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 2,398 | 327 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,360 | 322 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,625 | 319 | 0.0% | 0.0% | 200 | +56 | 2.18% | Q3 2026 | Oct 13, 2026 |
| XPONANCE LLC | History | Reduced | 2,588 | 317 | 0.0% | 0.0% | 201 | -94 | -3.5% | Q3 2026 | Nov 03, 2026 |
| Schorn Wealth LLC | History | No change | 2,564 | 314 | 0.08% | 0.09% | 202 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Jump Financial, LLC | History | No change | 2,179 | 297 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 2,139 | 292 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TORONTO DOMINION BANK | History | No change | 2,123 | 289 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 2,070 | 282 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 2,060 | 281 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,999 | 272 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 1,951 | 266 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Liontrust Investment Partners LLP | History | No change | 1,942 | 264 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,920 | 261 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 2,127 | 261 | 0.01% | 0.02% | 212 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| HighTower Advisors, LLC | History | No change | 1,851 | 252 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Assenagon Asset Management S.A. | History | No change | 2,021 | 247 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 2,007 | 246 | 0.0% | 0.01% | 215 | +131 | 6.98% | Q3 2026 | Oct 20, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 1,800 | 245 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Radnor Capital Management, LLC | History | No change | 2,000 | 245 | 0.03% | 0.04% | 217 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 1,971 | 241 | 0.01% | 0.01% | 218 | -13 | -0.66% | Q3 2026 | Oct 26, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,627 | 222 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 1,621 | 221 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DnB Asset Management AS | History | No change | 1,577 | 215 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,572 | 214 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 1,553 | 211 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 1,700 | 208 | 0.0% | 0.0% | 224 | -700 | -29.17% | Q3 2026 | Oct 28, 2026 |
| Trust Point Inc. | History | Reduced | 1,702 | 208 | 0.02% | 0.02% | 225 | -214 | -11.17% | Q3 2026 | Oct 27, 2026 |
| Arkadios Wealth Advisors | History | No change | 1,486 | 202 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,421 | 193 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,299 | 177 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 1,124 | 137 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Nykredit A/S | History | No change | 930 | 126 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 921 | 125 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 887 | 121 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | No change | 894 | 110 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| GAMMA Investing LLC | History | Added to | 857 | 105 | 0.0% | 0.0% | 235 | +212 | 32.87% | Q3 2026 | Oct 08, 2026 |
| Capco Asset Management, LLC | History | No change | 772 | 105 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 752 | 102 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STRS OHIO | History | Added to | 800 | 98 | 0.0% | 0.0% | 237 | +200 | 33.33% | Q3 2026 | Oct 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 644 | 87 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Family Offices, LLP | History | New | 590 | 72 | 0.02% | — | 239 | +590 | New | Q3 2026 | Nov 02, 2026 |
| Versant Capital Management, Inc | History | Added to | 542 | 66 | 0.01% | 0.0% | 240 | +407 | 301.48% | Q3 2026 | Oct 01, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 522 | 63 | 0.0% | 0.0% | 241 | -51 | -8.9% | Q3 2026 | Oct 08, 2026 |
| MATHER GROUP, LLC. | History | Added to | 453 | 55 | 0.0% | 0.0% | 242 | +18 | 4.14% | Q3 2026 | Oct 14, 2026 |
| Sankala Group LLC | History | No change | 407 | 54 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Arax Advisory Partners | History | No change | 391 | 53 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | Reduced | 431 | 52 | 0.0% | 0.0% | 245 | -8 | -1.82% | Q3 2026 | Nov 03, 2026 |
| Blue Trust, Inc. | History | Reduced | 421 | 51 | 0.0% | 0.0% | 246 | -23 | -5.18% | Q3 2026 | Oct 15, 2026 |
| NFSG Corp | History | No change | 418 | 51 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 415 | 50 | 0.0% | 0.01% | 249 | +6 | 1.47% | Q3 2026 | Oct 27, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 372 | 50 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 403 | 49 | 0.0% | 0.0% | 250 | -329 | -44.95% | Q3 2026 | Oct 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 341 | 46 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FEDERATED HERMES, INC. | History | No change | 336 | 45 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | No change | 320 | 43 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 313 | 38 | 0.0% | — | 254 | +313 | New | Q3 2026 | Oct 28, 2026 |
| UMB Bank, n.a. | History | No change | 276 | 37 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 244 | 33 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 313 | 32 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 265 | 32 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 254 | 31 | 0.0% | 0.0% | 259 | +10 | 4.1% | Q3 2026 | Oct 29, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 250 | 30 | 0.0% | 0.0% | 260 | -9 | -3.47% | Q3 2026 | Nov 02, 2026 |
| Optiver Holding B.V. | History | No change | 220 | 30 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 196 | 26 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 189 | 25 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 180 | 24 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 176 | 21 | 0.0% | 0.0% | 265 | +100 | 131.58% | Q3 2026 | Oct 23, 2026 |
| WHITTIER TRUST CO | History | No change | 148 | 20 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parkside Financial Bank & Trust | History | No change | 152 | 18 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Root Financial Partners, LLC | History | New | 140 | 17 | 0.0% | — | 269 | +140 | New | Q3 2026 | Oct 21, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 131 | 17 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 138 | 16 | 0.0% | 0.0% | 270 | -9 | -6.12% | Q3 2026 | Oct 20, 2026 |
| Bare Financial Services, Inc | History | Added to | 117 | 14 | 0.0% | 0.0% | 272 | +23 | 24.47% | Q3 2026 | Nov 04, 2026 |
| Covestor Ltd | History | Added to | 114 | 14 | 0.01% | 0.01% | 271 | +8 | 7.55% | Q3 2026 | Oct 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 103 | 13 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUST CO OF VERMONT | History | New | 98 | 12 | 0.0% | — | 275 | +98 | New | Q3 2026 | Oct 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 89 | 12 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 84 | 11 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 73 | 10 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HURRICANE CAPITAL ADVISORS LLC | History | No change | 80 | 10 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Nov 03, 2026 |
| Smithfield Trust Co | History | No change | 65 | 9 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 72 | 8 | 0.0% | 0.0% | 280 | +3 | 4.35% | Q3 2026 | Nov 04, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 64 | 8 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 64 | 7 | 0.0% | 0.0% | 283 | +40 | 166.67% | Q3 2026 | Oct 14, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 58 | 7 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 48 | 6 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| CVA Family Office, LLC | History | No change | 45 | 6 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BFC Planning, Inc. | History | No change | 48 | 6 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Private Wealth Management Group, LLC | History | No change | 47 | 5 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 38 | 5 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 37 | 4 | 0.0% | 0.0% | 289 | +18 | 94.74% | Q3 2026 | Oct 05, 2026 |
| Signature Equity Partners, LLC | History | Added to | 34 | 4 | 0.0% | 0.0% | 290 | +2 | 6.25% | Q3 2026 | Oct 29, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 36 | 4 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 34 | 4 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 27 | 3 | 0.0% | 0.0% | 294 | +11 | 68.75% | Q3 2026 | Oct 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 31 | 3 | 0.0% | 0.0% | 295 | +1 | 3.33% | Q3 2026 | Nov 03, 2026 |
| FIRST HORIZON CORP | History | No change | 30 | 3 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Continuum Advisory, LLC | History | No change | 29 | 3 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 25 | 3 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 27 | 3 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 18 | 2 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Marquette Asset Management, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Spire Wealth Management | History | No change | 21 | 2 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Burk Holdings LLC | History | New | 9 | 1 | 0.0% | — | 309 | +9 | New | Q3 2026 | Nov 04, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 12 | 1 | 0.0% | 0.0% | 304 | +1 | 9.09% | Q3 2026 | Oct 27, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 14 | 1 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Park Place Capital Corp | History | No change | 8 | 1 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WPG Advisers, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Torren Management, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Summit Creek Advisors LLC | History | Closed out | 0 | 0 | — | 1.56% | — | -33,535 | -100.0% | Q3 2026 | Nov 03, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.21% | — | -15,593 | -100.0% | Q3 2026 | Oct 16, 2026 |
| BURNEY CO/ | History | Closed out | 0 | 0 | — | 0.01% | — | -3,640 | -100.0% | Q3 2026 | Oct 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,604 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Swiss Life Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,549 | -100.0% | Q3 2026 | Nov 03, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,525 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Revolve Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,497 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 2 | 0 | — | — | — | -3 | -60.0% | Q3 2026 | Oct 30, 2026 |
| UMB Private Wealth Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 19, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q3 2026 | Nov 03, 2026 |
| Breakwater Investment Management | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 20, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q3 2026 | Oct 20, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q3 2026 | Oct 27, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q3 2026 | Oct 09, 2026 |
| Signature Resources Capital Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 16, 2026 |
| MASECO LLP | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 27, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Davis Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SJS Investment Consulting Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Evolution Advisers, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quarry LP | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| WealthCollab, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LRI Investments, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Ankerstar Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |