ENTERPRISE FINANCIAL SERVICES CORP - EFSC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 3,567,204 | 235,007 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 2,909,537 | 191,680 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 2,231,244 | 146,995 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | No change | 1,603,494 | 105,643 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,563,290 | 102,989 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EARNEST PARTNERS LLC | History | No change | 1,392,133 | 91,713 | 0.33% | 0.33% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,212,761 | 79,896 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 980,654 | 64,618 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 929,832 | 61,257 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 917,310 | 60,432 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PL Capital Advisors, LLC | History | No change | 733,329 | 48,311 | 13.43% | 13.43% | 11 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 700,312 | 46,136 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Western Financial Corp/CA | History | No change | 575,021 | 37,882 | 11.09% | 11.09% | 13 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 570,530 | 37,586 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | No change | 511,960 | 33,727 | 13.77% | 13.77% | 15 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 440,943 | 29,049 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 388,556 | 25,598 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 359,537 | 23,686 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 349,718 | 23,231 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 346,149 | 22,804 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 344,784 | 22,714 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 292,272 | 19,254 | 0.34% | 0.34% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | No change | 282,702 | 18,624 | 3.82% | 3.82% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fisher Asset Management, LLC | History | No change | 245,348 | 16,163 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 241,642 | 15,919 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 238,081 | 15,684 | 0.11% | 0.11% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 220,944 | 14,555 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 214,287 | 14,117 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 208,915 | 13,763 | 0.24% | 0.24% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 194,487 | 12,812 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 179,211 | 11,806 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | No change | 173,266 | 11,414 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Empowered Funds, LLC | History | No change | 163,572 | 10,776 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 156,410 | 10,304 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 143,111 | 9,428 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 140,377 | 9,248 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DENALI ADVISORS LLC | History | No change | 135,100 | 8,900 | 0.9% | 0.9% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 134,380 | 8,852 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 129,769 | 8,549 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CSM Advisors, LLC | History | No change | 129,549 | 8,534 | 0.18% | 0.18% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 122,203 | 8,050 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Partners | History | No change | 100,729 | 6,636 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 100,109 | 6,595 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 99,578 | 6,560 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Phocas Financial Corp. | History | No change | 99,188 | 6,534 | 0.91% | 0.91% | 45 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Trexquant Investment LP | History | No change | 92,615 | 6,101 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 92,558 | 6,097 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 90,965 | 5,992 | 0.2% | 0.2% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 89,897 | 5,922 | 0.39% | 0.39% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 88,748 | 5,846 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Plancorp, LLC | History | No change | 87,704 | 5,777 | 0.14% | 0.14% | 51 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 83,780 | 5,519 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 81,285 | 5,355 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 80,343 | 5,292 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 77,544 | 5,108 | 0.17% | 0.17% | 55 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 75,514 | 4,974 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 73,964 | 4,872 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 72,243 | 4,759 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 68,451 | 4,509 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 67,731 | 4,462 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 60,830 | 4,007 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vest Financial, LLC | History | No change | 60,333 | 3,974 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quantinno Capital Management LP | History | No change | 54,559 | 3,594 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 53,431 | 3,520 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 50,952 | 3,356 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 50,589 | 3,333 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 49,858 | 3,284 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Invesco Ltd. | History | No change | 49,592 | 3,267 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 48,432 | 3,190 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 48,067 | 3,167 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 46,519 | 3,065 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 45,000 | 2,964 | 0.54% | 0.54% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 43,954 | 2,895 | 0.15% | 0.15% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 42,916 | 2,827 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Corient Private Wealth LP | History | No change | 40,870 | 2,692 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MAI Capital Management | History | No change | 40,791 | 2,687 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RBF Capital, LLC | History | No change | 40,700 | 2,681 | 0.11% | 0.11% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 39,693 | 2,615 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 38,961 | 2,566 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | No change | 37,293 | 2,456 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 35,922 | 2,366 | 0.16% | 0.16% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 43,013 | 2,327 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 34,466 | 2,270 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Trust Co | History | No change | 33,389 | 2,199 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | No change | 31,154 | 2,052 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 30,882 | 2,034 | 0.13% | 0.13% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 30,731 | 2,024 | 0.18% | 0.18% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 30,629 | 2,017 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 30,425 | 2,004 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 27,575 | 1,816 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 30,704 | 1,810 | 0.07% | 0.08% | 91 | -401 | -1.29% | Q3 2026 | Oct 08, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 26,716 | 1,760 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 25,677 | 1,691 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 25,674 | 1,691 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 25,355 | 1,670 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 24,197 | 1,594 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 24,132 | 1,589 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 23,317 | 1,536 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 22,931 | 1,510 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Squarepoint Ops LLC | History | No change | 22,046 | 1,452 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 21,721 | 1,430 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 21,603 | 1,423 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 21,498 | 1,416 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 21,481 | 1,415 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 20,371 | 1,342 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Visionary Wealth Advisors | History | No change | 19,800 | 1,304 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | No change | 19,660 | 1,295 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 19,591 | 1,290 | 0.06% | 0.06% | 108 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 19,236 | 1,267 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 18,779 | 1,237 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 17,373 | 1,144 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 17,006 | 1,120 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 16,700 | 1,100 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 16,664 | 1,097 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 16,575 | 1,092 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 16,395 | 1,080 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Engineers Gate Manager LP | History | No change | 16,037 | 1,056 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 15,948 | 1,050 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INCEPTIONR LLC | History | No change | 15,744 | 1,037 | 0.25% | 0.25% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | No change | 15,570 | 1,025 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Brevan Howard Capital Management LP | History | No change | 15,022 | 989 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 14,579 | 960 | 0.12% | 0.12% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | No change | 14,494 | 954 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cambria Investment Management, L.P. | History | No change | 14,476 | 953 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,422 | 950 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 13,946 | 918 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 13,651 | 899 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Busey Bank | History | No change | 13,557 | 893 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 13,564 | 893 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | No change | 23,227 | 818 | 0.08% | 0.08% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 11,610 | 765 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 11,547 | 760 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aquatic Capital Management LLC | History | No change | 11,307 | 744 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,891 | 717 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LM Advisors LLC | History | No change | 10,832 | 714 | 0.08% | 0.08% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Curi Capital, LLC | History | No change | 10,678 | 703 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 10,665 | 702 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 10,256 | 675 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FJ Capital Management LLC | History | No change | 10,182 | 670 | 0.09% | 0.09% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | No change | 10,166 | 669 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 9,844 | 648 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 9,537 | 628 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cetera Investment Advisers | History | No change | 9,513 | 626 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 9,257 | 609 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | No change | 8,373 | 551 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meramec Financial Planners, LLC | History | No change | 8,337 | 547 | 0.2% | 0.2% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 8,300 | 546 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 8,226 | 541 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,102 | 533 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 7,861 | 517 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 7,724 | 508 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 7,583 | 499 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 7,407 | 495 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,284 | 480 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 7,162 | 471 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jain Global LLC | History | No change | 6,845 | 450 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 6,782 | 446 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Magnetar Financial LLC | History | No change | 6,705 | 441 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 6,551 | 431 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COURIER CAPITAL LLC | History | No change | 6,416 | 422 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Lido Advisors, LLC | History | No change | 6,416 | 422 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 6,214 | 409 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pure Financial Advisors, LLC | History | No change | 6,204 | 408 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 6,190 | 407 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CONNABLE OFFICE INC | History | No change | 6,164 | 406 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sterling Capital Management LLC | History | No change | 6,149 | 405 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 6,000 | 395 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 5,870 | 386 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cullen Capital Management, LLC | History | No change | 5,821 | 383 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 5,528 | 364 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trilogy Capital Inc. | History | No change | 5,468 | 360 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Cornerstone Planning, LLC | History | No change | 5,178 | 341 | 0.08% | 0.08% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Weaver Consulting Group | History | No change | 5,612 | 330 | 0.06% | 0.08% | 173 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Jump Financial, LLC | History | No change | 4,928 | 324 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 4,871 | 320 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ProShare Advisors LLC | History | No change | 4,835 | 318 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 4,839 | 318 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Parkside Financial Bank & Trust | History | No change | 4,797 | 316 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 4,592 | 302 | 0.06% | 0.06% | 179 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 4,538 | 295 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantbot Technologies LP | History | No change | 4,414 | 290 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 4,153 | 273 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Holocene Advisors, LP | History | No change | 4,149 | 273 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 4,048 | 266 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 4,043 | 266 | 0.07% | 0.07% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 4,007 | 263 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 3,818 | 251 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 3,663 | 241 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 3,570 | 235 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DRW Securities, LLC | History | No change | 3,571 | 235 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 3,556 | 234 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | No change | 3,552 | 234 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | No change | 3,547 | 233 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisors Asset Management, Inc. | History | No change | 3,523 | 232 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,506 | 230 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,351 | 220 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 3,276 | 215 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 3,157 | 207 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAILARD, INC. | History | No change | 3,100 | 204 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Daytona Street Capital LLC | History | No change | 2,830 | 184 | 0.13% | 0.13% | 200 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,612 | 172 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ATWOOD & PALMER INC | History | No change | 2,460 | 162 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,172 | 143 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,672 | 110 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KBC Group NV | History | No change | 1,542 | 102 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,217 | 80 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,100 | 72 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 998 | 65 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 959 | 63 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 918 | 60 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 908 | 59 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 850 | 50 | 0.0% | 0.0% | 213 | +339 | 66.34% | Q3 2026 | Oct 01, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 772 | 50 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nykredit A/S | History | No change | 587 | 38 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 530 | 35 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 530 | 34 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GAMMA Investing LLC | History | Added to | 564 | 33 | 0.0% | 0.0% | 217 | +203 | 56.23% | Q3 2026 | Oct 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 475 | 31 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 447 | 29 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST HORIZON CORP | History | No change | 394 | 25 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY ADVISORS, INC. | History | No change | 303 | 19 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 265 | 17 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 246 | 16 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 250 | 16 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 214 | 14 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 221 | 14 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 202 | 13 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 157 | 10 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 129 | 8 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 100 | 7 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 121 | 7 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 109 | 7 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | No change | 103 | 6 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Quarry LP | History | No change | 89 | 5 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 73 | 4 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 45 | 3 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 54 | 3 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bare Financial Services, Inc | History | No change | 58 | 3 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Essential Partners LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Capital Management LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 23 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | No change | 11 | 1 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valued Wealth Advisors LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Westfuller Advisors, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CVA Family Office, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orion Capital Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SJS Investment Consulting Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CoreCap Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Capital Management Investments LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LRI Investments, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Navigoe, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Torren Management, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |