Eastern Bankshares, Inc. - EBC
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.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| 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 | 22,422,283 | 498,671 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 16,055,159 | 357,066 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 13,136,655 | 292,159 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 12,630,998 | 280,914 | 0.18% | 0.18% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 12,124,657 | 269,652 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 9,455,830 | 210,294 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 9,411,617 | 209,314 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 7,507,507 | 166,966 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HoldCo Asset Management, LP | History | No change | 7,382,772 | 164,192 | 10.54% | 10.54% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 6,514,253 | 144,876 | 0.09% | 0.09% | 10 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 5,791,627 | 128,826 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 5,680,338 | 126,330 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 3,660,287 | 81,404 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 2,918,045 | 64,897 | 0.1% | 0.1% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,597,403 | 57,534 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,471,316 | 54,962 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | No change | 2,332,022 | 51,864 | 0.48% | 0.48% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,153,384 | 47,891 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 1,994,543 | 44,358 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1,949,358 | 43,353 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 1,903,527 | 42,334 | 0.07% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 1,837,919 | 40,875 | 0.2% | 0.2% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 1,820,072 | 40,478 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 1,771,172 | 39,390 | 0.78% | 0.78% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,717,075 | 38,187 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,685,203 | 37,478 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | No change | 1,626,323 | 36,169 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 1,547,993 | 34,427 | 0.1% | 0.1% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,481,263 | 32,943 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 1,426,371 | 31,722 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,410,976 | 31,380 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EASTERN BANK | History | Reduced | 1,459,995 | 30,557 | 0.46% | 0.5% | 32 | -12,127 | -0.82% | Q3 2026 | Oct 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 1,290,830 | 28,708 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Impax Asset Management Group plc | History | No change | 1,275,000 | 28,356 | 0.18% | 0.18% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 1,153,166 | 25,646 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 1,027,908 | 22,860 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bridgewater Associates, LP | History | No change | 924,805 | 20,567 | 0.08% | 0.08% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 620,100 | 13,791 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 585,789 | 13,027 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 548,451 | 12,197 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 532,934 | 11,852 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 502,120 | 11,167 | 0.44% | 0.44% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 496,320 | 11,038 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 483,903 | 10,762 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 481,736 | 10,713 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 440,192 | 9,789 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 431,276 | 9,591 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 422,464 | 9,395 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 395,642 | 8,799 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAFFLES ASSOCIATES LP | History | No change | 374,788 | 8,335 | 7.54% | 7.54% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 357,493 | 7,951 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 348,732 | 7,755 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 302,016 | 6,716 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 339,583 | 6,642 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 289,870 | 6,446 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 287,431 | 6,392 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 286,369 | 6,368 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 278,085 | 6,185 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 275,388 | 6,124 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 275,238 | 6,121 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 260,354 | 5,790 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| CITIGROUP INC | History | No change | 252,476 | 5,615 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 240,558 | 5,350 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 240,000 | 5,337 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 227,804 | 5,066 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 221,697 | 4,930 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 211,565 | 4,705 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 201,397 | 4,479 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 194,407 | 4,323 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 192,793 | 4,287 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 188,650 | 4,195 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rafferty Asset Management, LLC | History | No change | 156,219 | 3,474 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 151,390 | 3,366 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TOWLE & CO | History | No change | 150,525 | 3,347 | 1.13% | 1.13% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 143,374 | 3,297 | 0.43% | 0.43% | 75 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Corient Private Wealth LP | History | No change | 147,041 | 3,270 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 145,799 | 3,243 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 128,528 | 2,858 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 127,729 | 2,840 | 1.0% | 1.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 122,593 | 2,726 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 122,167 | 2,716 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 121,761 | 2,707 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empowered Funds, LLC | History | No change | 118,855 | 2,643 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 117,769 | 2,619 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 117,722 | 2,618 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 117,332 | 2,609 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 111,367 | 2,476 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HENNESSY ADVISORS INC | History | No change | 110,000 | 2,446 | 0.08% | 0.08% | 88 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 106,534 | 2,369 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| US BANCORP \DE\ | History | No change | 102,986 | 2,290 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 101,494 | 2,257 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 98,100 | 2,182 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Vest Financial, LLC | History | No change | 95,197 | 2,117 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Jupiter Topco LLC | History | No change | 94,598 | 2,106 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | No change | 93,200 | 2,072 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 92,809 | 2,064 | 0.13% | 0.13% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 92,488 | 2,056 | 0.08% | 0.08% | 97 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 88,973 | 1,978 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anderson Financial Strategies, LLC | History | No change | 85,888 | 1,976 | 1.03% | 1.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 87,400 | 1,943 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 85,849 | 1,909 | 0.12% | 0.12% | 101 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | No change | 85,816 | 1,908 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 77,627 | 1,726 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 77,471 | 1,722 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 67,093 | 1,492 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HOMESTEAD ADVISERS CORP | History | No change | 66,800 | 1,485 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALGERT GLOBAL LLC | History | No change | 66,290 | 1,474 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 65,002 | 1,445 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 69,036 | 1,444 | 0.07% | 0.08% | 109 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 63,489 | 1,411 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | No change | 63,315 | 1,408 | 0.29% | 0.29% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Minerva Advisors LLC | History | No change | 62,576 | 1,391 | 0.88% | 0.88% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 60,198 | 1,338 | 0.33% | 0.33% | 113 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Essex Financial Services, Inc. | History | No change | 58,604 | 1,303 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 58,596 | 1,303 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | No change | 58,073 | 1,291 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMALGAMATED BANK | History | No change | 57,318 | 1,275 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 56,732 | 1,261 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 51,401 | 1,143 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantum Portfolio Management LLC | History | No change | 51,424 | 1,143 | 0.41% | 0.41% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 51,239 | 1,139 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY TRUST CO | History | No change | 50,759 | 1,128 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 50,427 | 1,121 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mariner, LLC | History | No change | 49,569 | 1,102 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PVG ASSET MANAGEMENT CORP | History | Reduced | 52,562 | 1,100 | 0.75% | 0.67% | 125 | -19 | -0.04% | Q3 2026 | Oct 19, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 48,300 | 1,074 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 47,338 | 1,052 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harbor Group, Inc. | History | No change | 49,419 | 1,034 | 0.12% | 0.13% | 128 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 46,000 | 1,023 | 0.11% | 0.11% | 129 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 44,260 | 984 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sippican Capital Advisors | History | No change | 41,806 | 929 | 0.57% | 0.57% | 131 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 40,701 | 905 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 40,137 | 892 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 39,700 | 882 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Moors & Cabot, Inc. | History | No change | 39,155 | 870 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DRW Securities, LLC | History | No change | 37,300 | 829 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 36,500 | 812 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STRS OHIO | History | No change | 35,800 | 796 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sanctuary Advisors, LLC | History | No change | 35,706 | 794 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | No change | 34,430 | 765 | 0.22% | 0.22% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 36,495 | 763 | 0.03% | 0.03% | 141 | -1,004 | -2.68% | Q3 2026 | Oct 05, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 33,776 | 751 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pictet Asset Management Holding SA | History | No change | 33,280 | 740 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 35,318 | 739 | 0.01% | 0.02% | 144 | -34,712 | -49.57% | Q3 2026 | Oct 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 33,104 | 736 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| M&T BANK CORP | History | No change | 32,918 | 732 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 32,242 | 717 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | No change | 31,338 | 696 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 31,127 | 692 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 31,100 | 691 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Alliance Private Wealth, LLC | History | No change | 31,008 | 689 | 0.24% | 0.24% | 151 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Index Technologies Group LLC | History | No change | 30,953 | 688 | 0.55% | 0.55% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 30,933 | 687 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maryland State Retirement & Pension System | History | No change | 30,929 | 687 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atria Investments, Inc | History | Reduced | 32,081 | 671 | 0.01% | 0.01% | 155 | -26 | -0.08% | Q3 2026 | Oct 15, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 32,000 | 669 | 0.1% | 0.12% | 156 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 29,812 | 663 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 29,763 | 661 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | No change | 29,526 | 656 | 0.15% | 0.15% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 29,270 | 650 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| State of Wyoming | History | No change | 27,510 | 611 | 0.06% | 0.06% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | No change | 27,468 | 610 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 26,770 | 595 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fieldview Capital Management, LLC | History | No change | 26,130 | 581 | 0.17% | 0.17% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 25,994 | 578 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 25,179 | 560 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 25,000 | 556 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 24,356 | 541 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 23,672 | 526 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 22,927 | 509 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 22,892 | 509 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 22,014 | 489 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SlateStone Wealth, LLC | History | No change | 21,936 | 488 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| XPONANCE LLC | History | No change | 21,737 | 483 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mutual Advisors, LLC | History | No change | 21,719 | 483 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 21,500 | 478 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 21,411 | 476 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 22,637 | 473 | 0.05% | 0.05% | 178 | -203 | -0.89% | Q3 2026 | Oct 16, 2026 |
| CIBC Asset Management Inc | History | No change | 20,809 | 462 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AE Wealth Management LLC | History | No change | 20,702 | 460 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KITCHING PARTNERS, LLC | History | No change | 20,652 | 459 | 0.39% | 0.39% | 181 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 20,001 | 444 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballentine Partners, LLC | History | No change | 19,881 | 442 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HighTower Advisors, LLC | History | No change | 19,748 | 439 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jefferies Financial Group Inc. | History | No change | 19,715 | 438 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 18,789 | 418 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 18,638 | 414 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SG Americas Securities, LLC | History | No change | 18,478 | 411 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HSBC HOLDINGS PLC | History | No change | 18,302 | 407 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| S&CO INC | History | No change | 18,305 | 407 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,727 | 394 | 0.0% | 0.0% | 192 | +2,684 | 16.73% | Q3 2026 | Oct 13, 2026 |
| Ground Swell Capital, LLC | History | No change | 17,729 | 394 | 0.43% | 0.43% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 17,074 | 379 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 16,930 | 376 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 16,247 | 361 | 0.06% | 0.06% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 16,179 | 359 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 15,901 | 353 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 15,866 | 352 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 15,610 | 347 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PROFUND ADVISORS LLC | History | No change | 15,015 | 333 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 14,933 | 332 | 0.07% | 0.07% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 14,927 | 331 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 14,510 | 322 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 15,179 | 317 | 0.01% | — | 204 | +15,179 | New | Q3 2026 | Oct 13, 2026 |
| SOMERVILLE KURT F | History | No change | 14,248 | 316 | 0.08% | 0.08% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Single Point Partners, LLC | History | No change | 14,045 | 312 | 0.05% | 0.05% | 206 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PCM Encore, LLC | History | No change | 13,998 | 311 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 13,900 | 309 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| PFG Investments, LLC | History | No change | 13,774 | 306 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 13,545 | 301 | 0.08% | 0.08% | 210 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MARSHALL WACE, LLP | History | No change | 12,707 | 282 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tortoise Investment Management, LLC | History | No change | 12,478 | 277 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 12,168 | 270 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 11,951 | 265 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MQS Management LLC | History | No change | 11,767 | 261 | 0.32% | 0.32% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DnB Asset Management AS | History | No change | 11,661 | 259 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 11,605 | 258 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| World Investment Advisors | History | No change | 13,096 | 256 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 11,438 | 254 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 11,090 | 246 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | No change | 11,015 | 244 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 10,968 | 243 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 10,387 | 231 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 10,005 | 222 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mascoma Wealth Management LLC | History | No change | 9,912 | 220 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Neuberger Berman Group LLC | History | No change | 9,851 | 219 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abel Hall, LLC | History | No change | 9,818 | 218 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 10,405 | 217 | 0.05% | 0.06% | 228 | +3 | 0.03% | Q3 2026 | Oct 16, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 9,701 | 215 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 9,468 | 210 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Roundview Capital LLC | History | No change | 9,437 | 209 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Abundance Wealth Counselors | History | No change | 9,330 | 207 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GTS SECURITIES LLC | History | No change | 9,268 | 206 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 9,132 | 203 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ledyard National Bank | History | No change | 9,141 | 203 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Inscription Capital, LLC | History | No change | 9,135 | 203 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 9,116 | 202 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 9,010 | 200 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Black Maple Capital Management LP | History | No change | 9,000 | 200 | 0.11% | 0.11% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 8,232 | 183 | 0.07% | 0.07% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,619 | 180 | 0.0% | 0.0% | 241 | +277 | 3.32% | Q3 2026 | Oct 08, 2026 |
| KBC Group NV | History | No change | 7,932 | 176 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 7,445 | 165 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 7,309 | 162 | 0.1% | 0.1% | 244 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Arax Advisory Partners | History | No change | 7,110 | 158 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,514 | 121 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 5,313 | 118 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 5,015 | 112 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Knott David M Jr | History | No change | 5,000 | 111 | 0.06% | 0.06% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | No change | 4,442 | 98 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 3,926 | 87 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 3,646 | 81 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nykredit A/S | History | No change | 3,471 | 77 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| WHITTIER TRUST CO | History | No change | 2,827 | 64 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sachetta, LLC | History | No change | 2,672 | 59 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | No change | 2,572 | 57 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SHP Wealth Management | History | No change | 2,530 | 56 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,478 | 55 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 2,489 | 55 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Employees Retirement System of Texas | History | No change | 2,264 | 50 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2,061 | 45 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 2,024 | 45 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PFS Partners, LLC | History | No change | 2,060 | 45 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Corsicana & Co. | History | No change | 2,000 | 44 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Optiver Holding B.V. | History | No change | 1,890 | 42 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 1,950 | 40 | 0.0% | 0.0% | 266 | +413 | 26.87% | Q3 2026 | Oct 08, 2026 |
| Kennebec Savings Bank | History | No change | 1,734 | 38 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 1,590 | 35 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,582 | 33 | 0.0% | 0.0% | 269 | +197 | 14.22% | Q3 2026 | Oct 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,476 | 32 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Covestor Ltd | History | No change | 1,443 | 32 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,060 | 23 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,008 | 22 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Financial Management LLC | History | No change | 1,000 | 22 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 964 | 21 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 952 | 21 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Coastline Trust Co | History | No change | 1,000 | 20 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Clean Yield Group | History | No change | 900 | 20 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 938 | 20 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 595 | 13 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 478 | 11 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 500 | 11 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 481 | 10 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 490 | 10 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DANSKE BANK A/S | History | No change | 400 | 8 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GROUP ONE TRADING LLC | History | No change | 382 | 8 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 359 | 7 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parkside Financial Bank & Trust | History | No change | 275 | 6 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| CVA Family Office, LLC | History | No change | 292 | 6 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UMB Private Wealth Management, LLC | History | New | 282 | 5 | 0.0% | — | 291 | +282 | New | Q3 2026 | Oct 19, 2026 |
| Bare Financial Services, Inc | History | No change | 258 | 5 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fortitude Family Office, LLC | History | Added to | 225 | 4 | 0.0% | 0.0% | 294 | +36 | 19.05% | Q3 2026 | Oct 14, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 180 | 4 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Coston, McIsaac & Partners | History | No change | 200 | 4 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| American Capital Advisory, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 171 | 3 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | No change | 173 | 3 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 128 | 2 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UMB Bank, n.a. | History | No change | 129 | 2 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 116 | 2 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 112 | 2 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 113 | 2 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 123 | 2 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 105 | 2 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 111 | 2 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 59 | 1 | 0.0% | 0.0% | 307 | -441 | -88.2% | Q3 2026 | Oct 05, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | No change | 50 | 1 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 55 | 1 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | No change | 65 | 1 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Creative Capital Management Investments LLC | History | No change | 71 | 1 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Wealth Management Group, LLC | History | No change | 94 | 1 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Napier Financial, LLC | History | No change | 84 | 1 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Davis Capital Management | History | Added to | 18 | 0 | — | — | — | +8 | 80.0% | Q3 2026 | Oct 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Clearstead Advisors, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trust Co | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| DecisionPoint Financial, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dunhill Financial, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| True Wealth Design, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| LRI Investments, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Navigoe, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HFM Investment Advisors, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |