DXP ENTERPRISES INC - DXPE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 2,325,796 | 392,454 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 1,908,032 | 321,961 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 825,272 | 139,256 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 552,334 | 93,200 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 514,035 | 93,149 | 0.02% | 0.02% | 5 | -5,476 | -1.05% | Q3 2026 | Nov 04, 2026 |
| STATE STREET CORP | History | No change | 525,231 | 88,627 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Neuberger Berman Group LLC | History | No change | 457,671 | 77,227 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 351,538 | 63,702 | 0.47% | 0.49% | 8 | -94,037 | -21.1% | Q3 2026 | Oct 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 349,529 | 63,349 | 0.0% | 0.0% | 9 | +10,761 | 3.18% | Q3 2026 | Nov 06, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 325,490 | 54,923 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 313,392 | 52,879 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 173,869 | 29,338 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 170,608 | 28,788 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 150,855 | 25,455 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 138,248 | 25,051 | 0.1% | 0.1% | 15 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 145,089 | 24,482 | 0.14% | 0.14% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 112,267 | 18,381 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 97,060 | 17,588 | 0.01% | 0.01% | 18 | +35,628 | 58.0% | Q3 2026 | Nov 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 103,854 | 17,524 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 97,421 | 16,438 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 96,719 | 16,320 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 90,409 | 15,255 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 79,679 | 14,438 | 0.0% | 0.0% | 23 | -719 | -0.89% | Q3 2026 | Nov 05, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 76,608 | 12,926 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 75,264 | 12,700 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 69,209 | 11,678 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 64,015 | 11,600 | 0.08% | 0.05% | 27 | +11,423 | 21.72% | Q3 2026 | Oct 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 67,290 | 11,354 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 64,573 | 10,896 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 50,239 | 9,103 | 0.34% | 0.3% | 30 | -5,000 | -9.05% | Q3 2026 | Oct 28, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 51,057 | 8,615 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 46,039 | 7,768 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 38,905 | 6,564 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 38,564 | 6,507 | 0.83% | 0.83% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 37,724 | 6,365 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 35,886 | 6,055 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 34,110 | 5,755 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 28,876 | 4,872 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 26,973 | 4,551 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 25,600 | 4,319 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | Added to | 23,799 | 4,312 | 0.0% | 0.0% | 41 | +21,821 | 1103.19% | Q3 2026 | Nov 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 25,344 | 4,276 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 25,329 | 4,274 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 23,829 | 4,020 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ALGERT GLOBAL LLC | History | No change | 23,520 | 3,968 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 20,251 | 3,417 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 18,364 | 3,098 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 15,906 | 2,882 | 0.45% | 0.4% | 48 | -35 | -0.22% | Q3 2026 | Oct 14, 2026 |
| Odyssean, LLC | History | No change | 17,000 | 2,868 | 0.47% | 0.47% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intrua Financial, LLC | History | No change | 14,965 | 2,711 | 0.25% | 0.23% | 50 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| STEPHENS INC /AR/ | History | No change | 16,002 | 2,700 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | No change | 15,993 | 2,698 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LPL Financial LLC | History | Added to | 14,649 | 2,654 | 0.0% | 0.0% | 53 | +375 | 2.63% | Q3 2026 | Nov 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 14,645 | 2,648 | 0.0% | 0.0% | 54 | +10,467 | 250.53% | Q3 2026 | Nov 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 15,214 | 2,567 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 17,767 | 2,482 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 14,662 | 2,474 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 12,973 | 2,351 | 0.02% | 0.02% | 58 | -1,947 | -13.05% | Q3 2026 | Nov 09, 2026 |
| FEDERATED HERMES, INC. | History | No change | 13,798 | 2,328 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 12,806 | 2,320 | 0.0% | 0.0% | 60 | -985 | -7.14% | Q3 2026 | Nov 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 13,138 | 2,216 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 13,088 | 2,208 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Ridge Capital Partners, LLC | History | No change | 11,619 | 1,960 | 0.36% | 0.36% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 11,440 | 1,930 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Engineers Gate Manager LP | History | No change | 11,429 | 1,928 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 10,333 | 1,889 | 0.0% | 0.0% | 66 | -2,130 | -17.09% | Q3 2026 | Nov 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 10,853 | 1,832 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 10,000 | 1,812 | 0.3% | 0.27% | 68 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 9,720 | 1,761 | 0.0% | 0.0% | 69 | -2,553 | -20.8% | Q3 2026 | Nov 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 10,285 | 1,734 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 9,567 | 1,733 | 0.23% | 0.24% | 71 | -911 | -8.69% | Q3 2026 | Oct 29, 2026 |
| RBF Capital, LLC | History | No change | 10,000 | 1,687 | 0.07% | 0.07% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 9,927 | 1,675 | 0.25% | 0.25% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 9,850 | 1,662 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atom Investors LP | History | No change | 9,370 | 1,581 | 0.14% | 0.14% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 9,299 | 1,569 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 8,775 | 1,559 | 0.02% | 0.02% | 77 | +1 | 0.01% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 8,775 | 1,559 | 0.02% | 0.02% | 78 | +1 | 0.01% | Q3 2026 | Oct 20, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 8,917 | 1,504 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 8,191 | 1,484 | 0.0% | 0.0% | 80 | -56 | -0.68% | Q3 2026 | Nov 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 7,720 | 1,407 | 0.0% | 0.0% | 81 | +312 | 4.21% | Q3 2026 | Nov 04, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 7,629 | 1,382 | 0.01% | 0.01% | 82 | -1,528 | -16.69% | Q3 2026 | Oct 30, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 7,986 | 1,347 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 7,157 | 1,296 | 0.0% | 0.0% | 84 | +888 | 14.16% | Q3 2026 | Nov 02, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,607 | 1,283 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 6,489 | 1,175 | 0.01% | 0.01% | 86 | +412 | 6.78% | Q3 2026 | Nov 05, 2026 |
| WINTON GROUP Ltd | History | No change | 6,786 | 1,145 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 6,253 | 1,133 | 0.0% | — | 88 | +6,253 | New | Q3 2026 | Nov 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 6,140 | 1,112 | 0.01% | 0.01% | 89 | +48 | 0.79% | Q3 2026 | Nov 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 6,392 | 1,078 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 6,224 | 1,050 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 6,138 | 1,035 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 5,604 | 1,016 | 0.0% | 0.0% | 93 | -111 | -1.94% | Q3 2026 | Oct 22, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 5,586 | 1,012 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 5,579 | 1,011 | 0.0% | 0.0% | 95 | +989 | 21.55% | Q3 2026 | Nov 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 5,959 | 1,005 | 0.1% | 0.1% | 96 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,516 | 1,000 | 0.0% | 0.0% | 97 | +1,770 | 47.25% | Q3 2026 | Nov 02, 2026 |
| DAVENPORT & Co LLC | History | Added to | 5,498 | 996 | 0.01% | 0.0% | 98 | +1,296 | 30.84% | Q3 2026 | Oct 14, 2026 |
| Louisiana State Employees Retirement System | History | No change | 5,500 | 996 | 0.02% | 0.01% | 99 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Blackstone Inc. | History | No change | 5,825 | 982 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 5,776 | 974 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | No change | 5,711 | 963 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 5,642 | 952 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 5,634 | 950 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 5,598 | 944 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Numerai GP LLC | History | No change | 5,597 | 944 | 0.08% | 0.08% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 5,379 | 907 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 5,299 | 894 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | No change | 5,161 | 870 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 4,692 | 850 | 0.06% | 0.07% | 110 | -1,222 | -20.66% | Q3 2026 | Oct 22, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 5,004 | 844 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 4,965 | 837 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 4,570 | 828 | 0.03% | 0.03% | 113 | -260 | -5.38% | Q3 2026 | Oct 05, 2026 |
| PDT Partners, LLC | History | No change | 4,900 | 826 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 4,805 | 810 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,792 | 808 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,711 | 794 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 4,270 | 773 | 0.01% | 0.01% | 118 | -222 | -4.94% | Q3 2026 | Oct 13, 2026 |
| Quantbot Technologies LP | History | No change | 4,513 | 761 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 4,481 | 756 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,152 | 752 | 0.01% | 0.01% | 121 | -32 | -0.76% | Q3 2026 | Oct 23, 2026 |
| NorthRock Partners, LLC | History | No change | 4,427 | 747 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 4,317 | 728 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 4,261 | 719 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 4,057 | 684 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | Added to | 3,711 | 672 | 0.0% | 0.0% | 126 | +733 | 24.61% | Q3 2026 | Nov 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 3,665 | 664 | 0.03% | 0.03% | 127 | +500 | 15.8% | Q3 2026 | Nov 09, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 3,615 | 655 | 0.01% | 0.0% | 128 | -248 | -6.42% | Q3 2026 | Nov 09, 2026 |
| Arizona State Retirement System | History | Added to | 3,602 | 652 | 0.0% | 0.0% | 129 | +68 | 1.92% | Q3 2026 | Nov 03, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 3,374 | 611 | 0.0% | 0.0% | 130 | +349 | 11.54% | Q3 2026 | Nov 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,600 | 607 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 3,318 | 601 | 0.01% | 0.01% | 133 | -104 | -3.04% | Q3 2026 | Oct 22, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,317 | 601 | 0.0% | 0.0% | 132 | -69 | -2.04% | Q3 2026 | Oct 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 3,448 | 581 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 3,034 | 549 | 0.0% | 0.0% | 135 | +56 | 1.88% | Q3 2026 | Nov 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,238 | 546 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 3,222 | 543 | 0.43% | 0.43% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 2,921 | 529 | 0.01% | 0.01% | 138 | +100 | 3.54% | Q3 2026 | Oct 29, 2026 |
| XTX Topco Ltd | History | No change | 3,130 | 528 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 2,874 | 520 | 0.01% | 0.01% | 140 | +1,045 | 57.14% | Q3 2026 | Nov 05, 2026 |
| Empowered Funds, LLC | History | No change | 3,008 | 507 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 2,794 | 505 | 0.01% | 0.01% | 142 | -2,158 | -43.58% | Q3 2026 | Oct 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 2,939 | 495 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,564 | 464 | 0.0% | 0.0% | 144 | -116 | -4.33% | Q3 2026 | Nov 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 2,627 | 443 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 2,618 | 441 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,604 | 439 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 2,576 | 434 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFC Planning, Inc. | History | No change | 2,571 | 433 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 2,559 | 431 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,385 | 425 | 0.0% | 0.0% | 151 | +185 | 8.41% | Q3 2026 | Oct 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,494 | 420 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 2,458 | 414 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 2,400 | 404 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 2,195 | 397 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Cetera Investment Advisers | History | No change | 2,300 | 388 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | Added to | 2,133 | 386 | 0.32% | 0.26% | 157 | +11 | 0.52% | Q3 2026 | Oct 27, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 2,277 | 384 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,243 | 378 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triasima Portfolio Management inc. | History | New | 2,017 | 365 | 0.05% | — | 160 | +2,017 | New | Q3 2026 | Oct 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 2,134 | 360 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 2,061 | 347 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 1,785 | 323 | 0.0% | 0.0% | 163 | -72 | -3.88% | Q3 2026 | Oct 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,914 | 322 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Reduced | 1,718 | 311 | 0.0% | 0.0% | 165 | -4,960 | -74.27% | Q3 2026 | Nov 04, 2026 |
| XPONANCE LLC | History | Added to | 1,631 | 295 | 0.0% | 0.0% | 166 | +345 | 26.83% | Q3 2026 | Nov 03, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 1,628 | 295 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Jain Global LLC | History | No change | 1,699 | 286 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 1,659 | 279 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Uncommon Cents Investing Inc | History | Reduced | 1,480 | 268 | 0.06% | 0.05% | 170 | -20 | -1.33% | Q3 2026 | Oct 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 1,476 | 267 | 0.0% | — | 171 | +1,476 | New | Q3 2026 | Nov 09, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 1,469 | 266 | 0.0% | 0.0% | 172 | +30 | 2.08% | Q3 2026 | Oct 23, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 1,400 | 253 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,490 | 251 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Graticule Asia Macro Advisors LLC | History | No change | 1,405 | 237 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 1,292 | 218 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Net Worth Advisory Group | History | New | 1,170 | 213 | 0.05% | — | 177 | +1,170 | New | Q3 2026 | Oct 19, 2026 |
| Gotham Asset Management, LLC | History | No change | 1,255 | 211 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,246 | 210 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,184 | 199 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,097 | 198 | 0.0% | 0.0% | 181 | -14 | -1.26% | Q3 2026 | Nov 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,170 | 198 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,094 | 184 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 977 | 177 | 0.01% | 0.01% | 184 | +58 | 6.31% | Q3 2026 | Oct 08, 2026 |
| Vestcor Inc | History | No change | 1,000 | 169 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 835 | 140 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CFG Wealth Management Services, Inc. | History | New | 720 | 131 | 0.12% | — | 187 | +720 | New | Q3 2026 | Oct 21, 2026 |
| Nykredit A/S | History | Added to | 642 | 116 | 0.0% | 0.0% | 188 | +429 | 201.41% | Q3 2026 | Nov 06, 2026 |
| NKCFO LLC | History | New | 560 | 101 | 0.03% | — | 189 | +560 | New | Q3 2026 | Nov 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 521 | 94 | 0.01% | 0.01% | 190 | -33 | -5.96% | Q3 2026 | Oct 27, 2026 |
| BOKF, NA | History | Reduced | 500 | 90 | 0.0% | 0.0% | 191 | -300 | -37.5% | Q3 2026 | Oct 27, 2026 |
| Sterling Capital Management LLC | History | Added to | 430 | 77 | 0.0% | 0.0% | 192 | +384 | 834.78% | Q3 2026 | Oct 22, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 407 | 68 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 363 | 66 | 0.0% | 0.0% | 194 | +89 | 32.48% | Q3 2026 | Nov 09, 2026 |
| KBC Group NV | History | No change | 364 | 66 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 351 | 63 | 0.0% | 0.0% | 196 | +175 | 99.43% | Q3 2026 | Oct 20, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 327 | 59 | 0.0% | — | 198 | +327 | New | Q3 2026 | Oct 27, 2026 |
| Versant Capital Management, Inc | History | Added to | 329 | 59 | 0.01% | 0.0% | 197 | +3 | 0.92% | Q3 2026 | Oct 01, 2026 |
| Smartleaf Asset Management LLC | History | No change | 327 | 53 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GK Wealth Management LLC | History | New | 287 | 52 | 0.03% | — | 200 | +287 | New | Q3 2026 | Oct 09, 2026 |
| USA FINANCIAL FORMULAS | History | New | 213 | 38 | 0.01% | — | 201 | +213 | New | Q3 2026 | Oct 16, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 200 | 36 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 194 | 32 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 183 | 29 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 167 | 28 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 162 | 27 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 136 | 25 | 0.0% | 0.0% | 207 | +17 | 14.29% | Q3 2026 | Nov 09, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 132 | 23 | 0.0% | 0.0% | 208 | -33 | -20.0% | Q3 2026 | Oct 08, 2026 |
| Salomon & Ludwin, LLC | History | No change | 118 | 21 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 124 | 20 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 118 | 19 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 99 | 17 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| J.Safra Asset Management Corp | History | Added to | 93 | 16 | 0.0% | 0.0% | 214 | +28 | 43.08% | Q3 2026 | Nov 03, 2026 |
| MATHER GROUP, LLC. | History | No change | 92 | 16 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Quarry LP | History | No change | 89 | 15 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Added to | 82 | 14 | 0.0% | 0.0% | 218 | +1 | 1.23% | Q3 2026 | Nov 05, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 85 | 14 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 87 | 14 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UMB Bank, n.a. | History | Added to | 70 | 12 | 0.0% | 0.0% | 219 | +3 | 4.48% | Q3 2026 | Nov 06, 2026 |
| SIMPLEX TRADING, LLC | History | New | 64 | 11 | 0.0% | — | 222 | +64 | New | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 68 | 11 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 63 | 11 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| US BANCORP \DE\ | History | Added to | 56 | 10 | 0.0% | 0.0% | 223 | +4 | 7.69% | Q3 2026 | Nov 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 65 | 10 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 46 | 8 | 0.0% | 0.0% | 225 | +15 | 48.39% | Q3 2026 | Oct 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 48 | 8 | 0.0% | 0.0% | 226 | +6 | 14.29% | Q3 2026 | Oct 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 30 | 5 | 0.0% | 0.0% | 227 | +2 | 7.14% | Q3 2026 | Nov 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 34 | 5 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 23 | 4 | 0.0% | 0.0% | 230 | -3 | -11.54% | Q3 2026 | Nov 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 28 | 4 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Essential Partners LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| UMB Private Wealth Management, LLC | History | New | 16 | 2 | 0.0% | — | 237 | +16 | New | Q3 2026 | Oct 19, 2026 |
| Root Financial Partners, LLC | History | New | 15 | 2 | 0.0% | — | 236 | +15 | New | Q3 2026 | Oct 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 13 | 2 | 0.0% | 0.0% | 232 | +5 | 62.5% | Q3 2026 | Oct 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 16 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Covestor Ltd | History | Reduced | 4 | 1 | 0.0% | 0.0% | 241 | -2 | -33.33% | Q3 2026 | Oct 30, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 8 | 1 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| True Wealth Design, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -13,227 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SummerHaven Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -8,201 | -100.0% | Q3 2026 | Oct 19, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,707 | -100.0% | Q3 2026 | Nov 09, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,200 | -100.0% | Q3 2026 | Oct 13, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -674 | -100.0% | Q3 2026 | Oct 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -236 | -100.0% | Q3 2026 | Oct 28, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q3 2026 | Oct 26, 2026 |
| ASSETMARK, INC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 21, 2026 |
| Bare Financial Services, Inc | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Nov 04, 2026 |
| Evolution Advisers, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Nov 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Ascentis Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Nov 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q3 2026 | Oct 05, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q3 2026 | Oct 30, 2026 |
| Clearstead Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 06, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 23, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Davis Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| SJS Investment Consulting Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Abound Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Fortitude Family Office, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |