New Oriental Education & Technology Group Inc. - EDU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| First Beijing Investment Ltd | History | No change | 8,733,979 | 400,976 | 16.41% | 16.41% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 4,817,200 | 221,157 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspex Management (HK) Ltd | History | No change | 4,523,574 | 207,677 | 2.34% | 2.34% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Discerene Group LP | History | No change | 3,077,987 | 141,310 | 15.89% | 15.89% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 2,857,164 | 131,172 | 0.18% | 0.18% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orbis Allan Gray Ltd | History | No change | 2,162,403 | 99,275 | 0.34% | 0.34% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | No change | 1,727,986 | 79,331 | 0.11% | 0.11% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1,702,544 | 78,163 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,477,776 | 67,844 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,447,999 | 66,477 | 0.1% | 0.1% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1,433,721 | 65,822 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,085,798 | 61,488 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 1,109,993 | 51,281 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 1,027,386 | 47,167 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 952,436 | 43,726 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 905,524 | 41,572 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. | History | No change | 767,324 | 35,227 | 10.62% | 10.62% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Yiheng Capital Management, L.P. | History | No change | 537,987 | 32,134 | 11.03% | 11.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 694,983 | 31,906 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 609,300 | 27,972 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 590,619 | 27,115 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 510,778 | 23,449 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 456,177 | 20,943 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Monolith Management Ltd | History | No change | 439,500 | 20,177 | 9.11% | 9.11% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | History | No change | 411,598 | 18,896 | 0.99% | 0.99% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carmignac Gestion | History | No change | 368,392 | 16,920 | 0.22% | 0.22% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 350,003 | 16,068 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 300,267 | 13,785 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHAH CAPITAL MANAGEMENT | History | No change | 294,866 | 13,537 | 2.57% | 2.57% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 250,700 | 11,509 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 248,637 | 11,414 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 242,500 | 11,133 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 208,026 | 9,550 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIL Ltd | History | No change | 203,042 | 9,321 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 189,300 | 8,690 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 177,232 | 8,136 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oasis Management Co Ltd. | History | No change | 162,654 | 7,467 | 0.4% | 0.4% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital World Investors | History | No change | 144,529 | 6,635 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 129,654 | 5,948 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 125,405 | 5,759 | 0.19% | 0.19% | 40 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| NORTHERN TRUST CORP | History | No change | 106,617 | 4,894 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tairen Capital Ltd | History | No change | 102,700 | 4,714 | 0.42% | 0.42% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 101,588 | 4,663 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 95,018 | 4,370 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 91,420 | 4,197 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AIA Group Ltd | History | No change | 82,643 | 3,794 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | No change | 76,700 | 3,521 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 73,000 | 3,351 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Polymer Capital Management (HK) LTD | History | No change | 70,826 | 3,251 | 0.16% | 0.16% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 68,550 | 3,147 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 54,788 | 2,515 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 53,732 | 2,466 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 50,000 | 2,296 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 48,500 | 2,226 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 43,285 | 1,987 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 40,553 | 1,861 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 40,494 | 1,859 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 38,377 | 1,770 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 35,854 | 1,646 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swedbank AB | History | No change | 35,651 | 1,636 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 32,719 | 1,502 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 31,726 | 1,456 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 31,000 | 1,423 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 29,346 | 1,347 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 28,478 | 1,307 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 27,702 | 1,271 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JANE STREET GROUP, LLC | History | No change | 27,645 | 1,269 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 26,035 | 1,195 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | History | No change | 25,998 | 1,193 | 0.24% | 0.24% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 22,466 | 1,037 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 22,551 | 1,035 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 21,974 | 1,008 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jain Global LLC | History | No change | 21,707 | 996 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 20,594 | 945 | 0.16% | 0.16% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 20,579 | 944 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighVista Strategies LLC | History | No change | 20,537 | 942 | 0.21% | 0.21% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | No change | 20,497 | 941 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 19,245 | 883 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 18,277 | 839 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GROUP ONE TRADING LLC | History | No change | 16,700 | 766 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 16,667 | 765 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 16,143 | 741 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DV EQUITIES, LLC | History | No change | 16,012 | 735 | 0.11% | 0.11% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 15,869 | 728 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlueCrest Capital Management Ltd | History | No change | 15,800 | 725 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 14,870 | 682 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PCM Encore, LLC | History | No change | 14,600 | 670 | 0.12% | 0.12% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 13,947 | 640 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| XY Capital Ltd | History | No change | 13,620 | 625 | 0.6% | 0.6% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 12,801 | 587 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 12,746 | 585 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 11,630 | 533 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 11,049 | 507 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Collaborative Fund Advisors, LLC | History | No change | 10,811 | 496 | 0.29% | 0.29% | 94 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 10,000 | 459 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | No change | 10,000 | 459 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 9,575 | 439 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 8,000 | 436 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 9,296 | 426 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 8,930 | 425 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 8,524 | 391 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WINTON GROUP Ltd | History | No change | 8,200 | 376 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vident Advisory, LLC | History | No change | 7,736 | 355 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 7,479 | 343 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 7,000 | 321 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| West Family Investments, Inc. | History | No change | 6,989 | 320 | 0.09% | 0.09% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 6,931 | 318 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bridgefront Capital, LLC | History | No change | 6,833 | 313 | 0.08% | 0.08% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 6,530 | 299 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 6,120 | 280 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | No change | 6,100 | 280 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Wealth | History | No change | 5,993 | 275 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 5,465 | 250 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 5,097 | 234 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nuveen, LLC | History | No change | 4,897 | 224 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Persistent Asset Partners Ltd | History | No change | 3,737 | 171 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,666 | 168 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 3,676 | 168 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 3,598 | 165 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parallel Advisors, LLC | History | No change | 2,851 | 130 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantbot Technologies LP | History | No change | 2,753 | 126 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | No change | 2,689 | 123 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,515 | 115 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leonteq Securities AG | History | No change | 2,473 | 113 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,214 | 101 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RHUMBLINE ADVISERS | History | No change | 2,004 | 92 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,578 | 73 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 1,424 | 65 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1,375 | 63 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 1,313 | 60 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,317 | 60 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,290 | 59 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pictet Asset Management Holding SA | History | No change | 1,223 | 56 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 955 | 43 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 664 | 30 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | No change | 533 | 24 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 326 | 14 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 319 | 14 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 274 | 12 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 246 | 11 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 259 | 11 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 211 | 9 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TSFG, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 158 | 7 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 141 | 6 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 114 | 5 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 109 | 5 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 100 | 4 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 87 | 3 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 76 | 3 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 47 | 2 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 61 | 2 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 48 | 2 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| True Wealth Design, LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EFG International AG | History | No change | 50 | 2 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | New | 28 | 1 | 0.0% | — | 162 | +28 | New | Q3 2026 | Oct 01, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| North Star Investment Management Corp. | History | No change | 26 | 1 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clean Yield Group | History | No change | 36 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | No change | 29 | 1 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Financial Management LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Golden State Wealth Management, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Key FInancial Inc | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Synergy Investment Management, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |