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 | Reduced | 2,325,796 | 392,454 | 0.02% | 0.02% | 1 | -1,467 | -0.06% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 1,908,032 | 321,961 | 0.0% | 0.0% | 2 | +46,329 | 2.49% | Q2 2026 | Aug 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 825,272 | 139,256 | 0.02% | 0.03% | 3 | -141,389 | -14.63% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 552,334 | 93,200 | 0.0% | 0.0% | 4 | +816 | 0.15% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 525,231 | 88,627 | 0.0% | 0.0% | 5 | +23,336 | 4.65% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 519,511 | 87,657 | 0.02% | 0.02% | 6 | -117,486 | -18.44% | Q2 2026 | Aug 11, 2026 |
| Neuberger Berman Group LLC | History | Added to | 457,671 | 77,227 | 0.05% | 0.0% | 7 | +455,176 | 18243.53% | Q2 2026 | Aug 13, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 445,575 | 75,186 | 0.49% | 0.59% | 8 | -188,066 | -29.68% | Q2 2026 | Jul 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 338,768 | 57,174 | 0.0% | 0.0% | 9 | +16,102 | 4.99% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 325,490 | 54,923 | 0.0% | 0.0% | 10 | +10,617 | 3.37% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 313,392 | 52,879 | 0.06% | 0.05% | 11 | +24,340 | 8.42% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 173,869 | 29,338 | 0.0% | 0.0% | 12 | +81,684 | 88.61% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 170,608 | 28,788 | 0.0% | 0.0% | 13 | -6,000 | -3.4% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 150,855 | 25,455 | 0.0% | 0.0% | 14 | +7,414 | 5.17% | Q2 2026 | Aug 13, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Added to | 145,089 | 24,482 | 0.14% | 0.15% | 15 | +468 | 0.32% | Q2 2026 | Aug 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 138,248 | 23,327 | 0.1% | 0.08% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 112,267 | 18,381 | 0.0% | 0.0% | 17 | +25,821 | 29.87% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 103,854 | 17,524 | 0.0% | 0.0% | 18 | +25,535 | 32.6% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 97,421 | 16,438 | 0.04% | 0.02% | 19 | +51,939 | 114.2% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 96,719 | 16,320 | 0.0% | 0.0% | 20 | +273 | 0.28% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 90,409 | 15,255 | 0.0% | 0.0% | 21 | +1,887 | 2.13% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 80,398 | 13,566 | 0.0% | 0.0% | 22 | -1,905 | -2.31% | Q2 2026 | Aug 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 76,608 | 12,926 | 0.01% | 0.01% | 23 | +7,974 | 11.62% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 75,264 | 12,700 | 0.02% | 0.02% | 24 | -19,156 | -20.29% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 69,209 | 11,678 | 0.02% | 0.01% | 25 | +24,100 | 53.43% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 67,290 | 11,354 | 0.0% | 0.0% | 26 | +14,223 | 26.8% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Reduced | 64,573 | 10,896 | 0.0% | 0.0% | 27 | -58,795 | -47.66% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 61,432 | 10,366 | 0.01% | 0.0% | 28 | -678 | -1.09% | Q2 2026 | Aug 04, 2026 |
| HENNESSY ADVISORS INC | History | New | 55,239 | 9,321 | 0.3% | — | 29 | +55,239 | New | Q2 2026 | Jul 16, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | New | 52,592 | 8,874 | 0.05% | — | 30 | +52,592 | New | Q2 2026 | Jul 07, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 51,057 | 8,615 | 0.03% | 0.0% | 31 | +44,970 | 738.79% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 46,039 | 7,768 | 0.0% | 0.0% | 32 | -2,890 | -5.91% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 38,905 | 6,564 | 0.0% | 0.0% | 33 | +8,311 | 27.17% | Q2 2026 | Aug 11, 2026 |
| GLOBEFLEX CAPITAL L P | History | Added to | 38,564 | 6,507 | 0.83% | 0.8% | 34 | +848 | 2.25% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 37,724 | 6,365 | 0.0% | 0.01% | 35 | -4,439 | -10.53% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 35,886 | 6,055 | 0.0% | 0.0% | 36 | +582 | 1.65% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 34,110 | 5,755 | 0.0% | 0.0% | 37 | -17,540 | -33.96% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Reduced | 28,876 | 4,872 | 0.0% | 0.0% | 38 | -227 | -0.78% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 26,973 | 4,551 | 0.0% | 0.0% | 39 | -1,095 | -3.9% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Reduced | 25,600 | 4,319 | 0.0% | 0.0% | 40 | -700 | -2.66% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 25,344 | 4,276 | 0.0% | 0.0% | 41 | +3,329 | 15.12% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 25,329 | 4,274 | 0.0% | 0.0% | 42 | +650 | 2.63% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 23,829 | 4,020 | 0.0% | 0.0% | 43 | -5,817 | -19.62% | Q2 2026 | Sep 23, 2026 |
| ALGERT GLOBAL LLC | History | No change | 23,520 | 3,968 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 20,251 | 3,417 | 0.0% | 0.0% | 45 | +10,028 | 98.09% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 18,364 | 3,098 | 0.02% | — | 46 | +18,364 | New | Q2 2026 | Aug 13, 2026 |
| Odyssean, LLC | History | Added to | 17,000 | 2,868 | 0.47% | 0.44% | 47 | +8,340 | 96.3% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 16,002 | 2,700 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 15,993 | 2,698 | 0.0% | 0.0% | 49 | +6,296 | 64.93% | Q2 2026 | Sep 02, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 15,941 | 2,689 | 0.4% | 0.56% | 50 | -10,721 | -40.21% | Q2 2026 | Jul 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 15,214 | 2,567 | 0.0% | 0.0% | 51 | -409 | -2.62% | Q2 2026 | Aug 24, 2026 |
| Intrua Financial, LLC | History | No change | 14,965 | 2,525 | 0.23% | 0.22% | 52 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 14,920 | 2,518 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 17,767 | 2,482 | 0.0% | 0.0% | 54 | +1,469 | 9.01% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 14,662 | 2,474 | 0.0% | 0.0% | 55 | -13,857 | -48.59% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 14,274 | 2,408 | 0.0% | 0.0% | 56 | +9,677 | 210.51% | Q2 2026 | Aug 07, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 13,798 | 2,328 | 0.0% | 0.0% | 57 | +291 | 2.15% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 13,791 | 2,327 | 0.0% | 0.0% | 58 | +1,853 | 15.52% | Q2 2026 | Aug 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 13,227 | 2,231 | 0.04% | — | 59 | +13,227 | New | Q2 2026 | Jul 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 13,138 | 2,216 | 0.0% | 0.0% | 60 | +118 | 0.91% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 13,088 | 2,208 | 0.0% | 0.0% | 61 | +6,881 | 110.86% | Q2 2026 | Aug 14, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 12,463 | 2,081 | 0.0% | 0.0% | 62 | -1,336 | -9.68% | Q2 2026 | Aug 05, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 12,273 | 2,070 | 0.0% | 0.0% | 63 | -808 | -6.18% | Q2 2026 | Aug 04, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Reduced | 11,619 | 1,960 | 0.36% | 0.36% | 64 | -131 | -1.11% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 11,440 | 1,930 | 0.0% | 0.0% | 65 | -1,390 | -10.83% | Q2 2026 | Aug 07, 2026 |
| Engineers Gate Manager LP | History | Added to | 11,429 | 1,928 | 0.03% | 0.01% | 66 | +4,639 | 68.32% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 10,853 | 1,832 | 0.0% | 0.0% | 67 | +1,464 | 15.59% | Q2 2026 | Aug 14, 2026 |
| Virtue Capital Management, LLC | History | Added to | 10,478 | 1,768 | 0.24% | 0.19% | 68 | +1,390 | 15.29% | Q2 2026 | Aug 05, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 10,285 | 1,734 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RBF Capital, LLC | History | No change | 10,000 | 1,687 | 0.07% | 0.07% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 10,000 | 1,687 | 0.27% | 0.26% | 71 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Truvestments Capital LLC | History | Added to | 9,927 | 1,675 | 0.25% | 0.23% | 72 | +600 | 6.43% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,850 | 1,662 | 0.0% | 0.0% | 73 | +1,033 | 11.72% | Q2 2026 | Aug 13, 2026 |
| Atom Investors LP | History | New | 9,370 | 1,581 | 0.14% | — | 74 | +9,370 | New | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | New | 9,299 | 1,569 | 0.01% | — | 75 | +9,299 | New | Q2 2026 | Aug 14, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 9,157 | 1,545 | 0.01% | 0.02% | 76 | -3,201 | -25.9% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 8,917 | 1,504 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 8,774 | 1,452 | 0.02% | 0.16% | 78 | +2,511 | 40.09% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 8,774 | 1,452 | 0.02% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 8,247 | 1,392 | 0.0% | 0.0% | 80 | -230 | -2.71% | Q2 2026 | Aug 14, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 8,201 | 1,383 | 0.74% | 0.7% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 7,986 | 1,347 | 0.0% | 0.0% | 82 | -820 | -9.31% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 7,607 | 1,283 | 0.01% | 0.01% | 83 | +473 | 6.63% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 7,408 | 1,250 | 0.0% | 0.0% | 84 | -2,811 | -27.51% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | Added to | 6,786 | 1,145 | 0.04% | 0.03% | 85 | +190 | 2.88% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Added to | 6,678 | 1,126 | 0.0% | 0.0% | 86 | +4,662 | 231.25% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 6,392 | 1,078 | 0.0% | 0.0% | 87 | -9,016 | -58.52% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 6,269 | 1,057 | 0.0% | 0.0% | 88 | +375 | 6.36% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 6,224 | 1,050 | 0.01% | — | 89 | +6,224 | New | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 6,138 | 1,035 | 0.0% | 0.0% | 90 | -256 | -4.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 6,092 | 1,027 | 0.01% | 0.01% | 91 | +737 | 13.76% | Q2 2026 | Jul 28, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 6,077 | 1,025 | 0.01% | 0.01% | 92 | -513 | -7.78% | Q2 2026 | Aug 12, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 5,959 | 1,005 | 0.1% | 0.11% | 93 | -680 | -10.24% | Q2 2026 | Jul 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 5,914 | 998 | 0.07% | 0.06% | 94 | +978 | 19.81% | Q2 2026 | Aug 07, 2026 |
| Blackstone Inc. | History | New | 5,825 | 982 | 0.0% | — | 95 | +5,825 | New | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 5,776 | 974 | 0.06% | 0.04% | 96 | +376 | 6.96% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 5,715 | 964 | 0.0% | 0.0% | 97 | +1,705 | 42.52% | Q2 2026 | Jul 23, 2026 |
| Point72 Asset Management, L.P. | History | New | 5,711 | 963 | 0.0% | — | 99 | +5,711 | New | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 5,707 | 963 | 0.01% | 0.01% | 98 | +154 | 2.77% | Q2 2026 | Aug 10, 2026 |
| Jupiter Topco LLC | History | New | 5,642 | 952 | 0.0% | — | 100 | +5,642 | New | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | Added to | 5,634 | 950 | 0.03% | 0.0% | 101 | +5,368 | 2018.05% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | Reduced | 5,597 | 944 | 0.08% | 0.1% | 103 | -1,448 | -20.55% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 5,598 | 944 | 0.0% | 0.0% | 102 | +43 | 0.77% | Q2 2026 | Sep 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 5,586 | 942 | 0.03% | 0.02% | 104 | +825 | 17.33% | Q2 2026 | Jul 24, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 5,500 | 928 | 0.01% | 0.01% | 105 | -100 | -1.79% | Q2 2026 | Jul 21, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 5,379 | 907 | 0.0% | 0.0% | 106 | +273 | 5.35% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 5,299 | 894 | 0.0% | 0.01% | 107 | -8,052 | -60.31% | Q2 2026 | Jul 27, 2026 |
| BAILARD, INC. | History | New | 5,200 | 877 | 0.02% | — | 108 | +5,200 | New | Q2 2026 | Jul 30, 2026 |
| Corient Private Wealth LP | History | Reduced | 5,161 | 870 | 0.0% | 0.0% | 109 | -776 | -13.07% | Q2 2026 | Aug 27, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 5,004 | 844 | 0.0% | 0.0% | 110 | -174 | -3.36% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 4,965 | 837 | 0.04% | 0.06% | 111 | -3,641 | -42.31% | Q2 2026 | Jul 28, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 4,952 | 834 | 0.01% | 0.01% | 112 | -2,174 | -30.51% | Q2 2026 | Jul 20, 2026 |
| PDT Partners, LLC | History | No change | 4,900 | 826 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brooklyn Investment Group | History | No change | 5,857 | 818 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | New | 4,830 | 815 | 0.03% | — | 115 | +4,830 | New | Q2 2026 | Jul 15, 2026 |
| Mariner, LLC | History | Reduced | 4,805 | 810 | 0.0% | 0.0% | 116 | -1,844 | -27.73% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,792 | 808 | 0.0% | 0.0% | 117 | +84 | 1.78% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 4,711 | 794 | 0.0% | 0.0% | 118 | +600 | 14.59% | Q2 2026 | Jul 29, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 5,642 | 788 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 4,590 | 774 | 0.0% | 0.0% | 120 | +2,644 | 135.87% | Q2 2026 | Aug 06, 2026 |
| Quantbot Technologies LP | History | Added to | 4,513 | 761 | 0.03% | 0.0% | 121 | +4,253 | 1635.77% | Q2 2026 | Aug 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 4,492 | 757 | 0.01% | 0.01% | 122 | +1,190 | 36.04% | Q2 2026 | Jul 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 4,481 | 756 | 0.0% | 0.0% | 123 | +1,509 | 50.77% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 4,427 | 747 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 4,317 | 728 | 0.0% | 0.0% | 125 | +183 | 4.43% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 4,261 | 719 | 0.01% | 0.0% | 126 | +1,508 | 54.78% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 4,202 | 709 | 0.0% | 0.0% | 127 | +468 | 12.53% | Q2 2026 | Jul 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 4,184 | 706 | 0.01% | 0.01% | 128 | +48 | 1.16% | Q2 2026 | Jul 22, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 4,178 | 704 | 0.0% | 0.0% | 129 | +1,123 | 36.76% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 4,057 | 684 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 3,863 | 651 | 0.0% | 0.0% | 131 | +267 | 7.42% | Q2 2026 | Jul 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,746 | 632 | 0.0% | 0.0% | 132 | -40 | -1.06% | Q2 2026 | Jul 27, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,600 | 607 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Reduced | 3,534 | 596 | 0.0% | 0.0% | 134 | -126 | -3.44% | Q2 2026 | Aug 07, 2026 |
| Vanguard Investments Australia, Ltd. | History | Added to | 3,448 | 581 | 0.0% | 0.0% | 135 | +325 | 10.41% | Q2 2026 | Aug 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 3,422 | 577 | 0.01% | 0.01% | 136 | -4 | -0.12% | Q2 2026 | Jul 16, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,386 | 571 | 0.0% | 0.0% | 137 | -278 | -7.59% | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 3,238 | 546 | 0.0% | 0.0% | 138 | +104 | 3.32% | Q2 2026 | Aug 13, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 3,222 | 543 | 0.43% | 0.33% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 3,165 | 534 | 0.03% | 0.03% | 140 | -300 | -8.66% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | Reduced | 3,130 | 528 | 0.01% | 0.01% | 141 | -2,039 | -39.45% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 3,025 | 510 | 0.0% | 0.0% | 142 | +300 | 11.01% | Q2 2026 | Aug 06, 2026 |
| Empowered Funds, LLC | History | New | 3,008 | 507 | 0.0% | — | 143 | +3,008 | New | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 2,978 | 502 | 0.0% | 0.0% | 144 | -163 | -5.19% | Q2 2026 | Jul 17, 2026 |
| Savant Capital, LLC | History | Reduced | 2,978 | 502 | 0.0% | 0.0% | 145 | -1 | -0.03% | Q2 2026 | Aug 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 2,939 | 495 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 2,821 | 476 | 0.01% | 0.01% | 147 | -100 | -3.42% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,680 | 452 | 0.0% | 0.0% | 148 | -77 | -2.79% | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 2,627 | 443 | 0.0% | 0.0% | 149 | -16,863 | -86.52% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | Reduced | 2,618 | 441 | 0.0% | 0.01% | 150 | -5,112 | -66.13% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 2,604 | 439 | 0.0% | 0.0% | 151 | -758 | -22.55% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | Added to | 2,576 | 434 | 0.0% | 0.0% | 152 | +220 | 9.34% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 2,559 | 431 | 0.0% | 0.0% | 153 | -11,961 | -82.38% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,494 | 420 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 2,458 | 414 | 0.0% | — | 155 | +2,458 | New | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 2,400 | 404 | 0.0% | 0.0% | 156 | +500 | 26.32% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 2,300 | 388 | 0.0% | 0.0% | 157 | -99 | -4.13% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 2,277 | 384 | 0.01% | — | 158 | +2,277 | New | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Reduced | 2,243 | 378 | 0.0% | 0.0% | 159 | -217 | -8.82% | Q2 2026 | Aug 10, 2026 |
| Pictet Asset Management Holding SA | History | No change | 2,195 | 370 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 2,134 | 360 | 0.0% | 0.0% | 161 | +293 | 15.92% | Q2 2026 | Aug 14, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | Reduced | 2,122 | 358 | 0.26% | 0.28% | 162 | -6 | -0.28% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,200 | 357 | 0.0% | 0.0% | 163 | +89 | 4.22% | Q2 2026 | Jul 15, 2026 |
| SEI INVESTMENTS CO | History | No change | 2,061 | 347 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 1,978 | 333 | 0.0% | 0.0% | 165 | -486 | -19.72% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,914 | 322 | 0.01% | 0.0% | 166 | +926 | 93.72% | Q2 2026 | Aug 11, 2026 |
| ProShare Advisors LLC | History | Reduced | 1,857 | 313 | 0.0% | 0.0% | 167 | -163 | -8.07% | Q2 2026 | Aug 11, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 1,829 | 308 | 0.01% | 0.01% | 168 | -23 | -1.24% | Q2 2026 | Jul 30, 2026 |
| Jain Global LLC | History | New | 1,699 | 286 | 0.0% | — | 169 | +1,699 | New | Q2 2026 | Aug 14, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 1,659 | 279 | 0.02% | — | 170 | +1,659 | New | Q2 2026 | Aug 14, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 1,628 | 274 | 0.01% | 0.01% | 171 | +15 | 0.93% | Q2 2026 | Jul 08, 2026 |
| Uncommon Cents Investing LLC | History | No change | 1,500 | 253 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 1,490 | 251 | 0.0% | — | 173 | +1,490 | New | Q2 2026 | Aug 19, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 1,439 | 242 | 0.0% | 0.0% | 174 | -14 | -0.96% | Q2 2026 | Aug 11, 2026 |
| Graticule Asia Macro Advisors LLC | History | New | 1,405 | 237 | 0.02% | — | 175 | +1,405 | New | Q2 2026 | Aug 12, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 1,400 | 236 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 1,292 | 218 | 0.0% | 0.0% | 177 | -2,449 | -65.46% | Q2 2026 | Aug 07, 2026 |
| XPONANCE LLC | History | New | 1,286 | 217 | 0.0% | — | 178 | +1,286 | New | Q2 2026 | Aug 10, 2026 |
| Gotham Asset Management, LLC | History | New | 1,255 | 211 | 0.0% | — | 179 | +1,255 | New | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 1,246 | 210 | 0.0% | — | 180 | +1,246 | New | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 1,184 | 199 | 0.01% | 0.0% | 181 | +97 | 8.92% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,170 | 198 | 0.0% | 0.0% | 182 | +430 | 58.11% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,111 | 187 | 0.0% | 0.0% | 183 | -8 | -0.71% | Q2 2026 | Aug 07, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 1,094 | 184 | 0.0% | 0.0% | 184 | -150 | -12.06% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 1,220 | 170 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vestcor Inc | History | New | 1,000 | 169 | 0.0% | — | 186 | +1,000 | New | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 919 | 155 | 0.01% | 0.01% | 187 | +19 | 2.11% | Q2 2026 | Jul 07, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 835 | 140 | 0.0% | — | 188 | +835 | New | Q2 2026 | Aug 06, 2026 |
| BOKF, NA | History | No change | 800 | 134 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Wyoming | History | New | 674 | 113 | 0.01% | — | 190 | +674 | New | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 554 | 93 | 0.01% | 0.01% | 191 | +6 | 1.09% | Q2 2026 | Aug 07, 2026 |
| USA FINANCIAL FORMULAS | History | New | 407 | 68 | 0.01% | — | 192 | +407 | New | Q2 2026 | Aug 04, 2026 |
| KBC Group NV | History | No change | 364 | 61 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Versant Capital Management, Inc | History | No change | 326 | 55 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Smartleaf Asset Management LLC | History | No change | 327 | 53 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 274 | 46 | 0.0% | 0.0% | 196 | +31 | 12.76% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 236 | 39 | 0.0% | — | 197 | +236 | New | Q2 2026 | Jul 27, 2026 |
| Nykredit A/S | History | New | 213 | 35 | 0.0% | — | 198 | +213 | New | Q2 2026 | Sep 08, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 200 | 33 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 194 | 32 | 0.0% | 0.0% | 200 | -6 | -3.0% | Q2 2026 | Aug 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 183 | 29 | 0.0% | 0.0% | 201 | +173 | 1730.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 176 | 29 | 0.0% | 0.0% | 202 | -77 | -30.43% | Q2 2026 | Aug 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 167 | 28 | 0.0% | 0.0% | 203 | -44 | -20.85% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | Added to | 162 | 27 | 0.0% | 0.0% | 204 | +90 | 125.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 165 | 27 | 0.0% | 0.0% | 205 | +53 | 47.32% | Q2 2026 | Jul 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 119 | 20 | 0.0% | 0.0% | 206 | +32 | 36.78% | Q2 2026 | Aug 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 124 | 20 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 118 | 19 | 0.0% | 0.0% | 209 | -49 | -29.34% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 118 | 19 | 0.0% | 0.0% | 208 | +20 | 20.41% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 99 | 16 | 0.0% | 0.0% | 210 | +50 | 102.04% | Q2 2026 | Aug 05, 2026 |
| Quarry LP | History | Added to | 89 | 15 | 0.0% | — | 212 | +84 | 1680.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 92 | 15 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | New | 86 | 14 | 0.0% | — | 214 | +86 | New | Q2 2026 | Jul 30, 2026 |
| Kemnay Advisory Services Inc. | History | New | 85 | 14 | 0.0% | — | 215 | +85 | New | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 87 | 14 | 0.0% | 0.0% | 213 | +14 | 19.18% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | Added to | 81 | 13 | 0.0% | 0.0% | 217 | +24 | 42.11% | Q2 2026 | Aug 14, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 97 | 13 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Allworth Financial LP | History | Added to | 68 | 11 | 0.0% | 0.0% | 219 | +26 | 61.9% | Q2 2026 | Aug 11, 2026 |
| UMB Bank, n.a. | History | Added to | 67 | 11 | 0.0% | 0.0% | 218 | +1 | 1.52% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 65 | 10 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.Safra Asset Management Corp | History | No change | 65 | 10 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 63 | 10 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| US BANCORP \DE\ | History | Added to | 52 | 8 | 0.0% | 0.0% | 223 | +12 | 30.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 46 | 7 | 0.0% | 0.0% | 224 | -38 | -45.24% | Q2 2026 | Jul 28, 2026 |
| SIGNATUREFD, LLC | History | No change | 42 | 7 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parkside Financial Bank & Trust | History | No change | 31 | 5 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 34 | 5 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 28 | 4 | 0.0% | 0.0% | 229 | -366 | -92.89% | Q2 2026 | Jul 24, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 26 | 4 | 0.0% | — | 230 | +26 | New | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 28 | 4 | 0.0% | 0.0% | 228 | +6 | 27.27% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | New | 16 | 2 | 0.0% | — | 233 | +16 | New | Q2 2026 | Aug 06, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 16 | 2 | 0.0% | — | 234 | +16 | New | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 15 | 2 | 0.0% | — | 232 | +15 | New | Q2 2026 | Aug 06, 2026 |
| Essential Partners LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 6 | 1 | 0.0% | — | 239 | +6 | New | Q2 2026 | Aug 04, 2026 |
| Covestor Ltd | History | Added to | 6 | 1 | 0.0% | 0.0% | 237 | +2 | 50.0% | Q2 2026 | Aug 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 8 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 7 | 1 | 0.0% | — | 236 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| True Wealth Design, LLC | History | No change | 6 | 1 | 0.0% | — | 238 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ACK Asset Management LLC | History | Closed out | 0 | 0 | — | 4.53% | — | -260,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.01% | — | -87,981 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Medina Value Partners, LLC | History | Closed out | 0 | 0 | — | 1.31% | — | -44,808 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -15,337 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.3% | — | -5,678 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,430 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,120 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -2,688 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,023 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,663 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -1,441 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CFG Wealth Management Services, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -720 | -100.0% | Q2 2026 | Jul 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -162 | -100.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Jul 20, 2026 |
| Evolution Advisers, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 31, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 06, 2026 |
| Hughes Financial Services, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q2 2026 | Jul 20, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 10, 2026 |
| Davis Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 16, 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% | Q2 2026 | Aug 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IFP Advisors, Inc | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SJS Investment Consulting Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Abound Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 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% | Q2 2026 | Jul 24, 2026 |