EASTGROUP PROPERTIES INC - EGP
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.
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| 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 | 7,668,918 | 1,553,185 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 4,657,356 | 943,254 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COHEN & STEERS, INC. | History | No change | 3,749,648 | 759,417 | 1.2% | 1.2% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 2,607,217 | 532,051 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,428,567 | 491,857 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 2,289,156 | 451,996 | 0.23% | 0.23% | 6 | -21,127 | -0.91% | Q3 2026 | Nov 02, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 1,606,755 | 325,418 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 1,493,398 | 302,457 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boston Partners | History | No change | 1,340,324 | 271,488 | 0.24% | 0.24% | 9 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,137,064 | 230,340 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1,114,758 | 225,772 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 1,073,341 | 217,383 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 841,816 | 170,492 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | No change | 819,322 | 165,937 | 2.31% | 2.31% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 811,845 | 160,308 | 0.03% | 0.03% | 15 | +10,566 | 1.32% | Q3 2026 | Nov 04, 2026 |
| Invesco Ltd. | History | No change | 775,011 | 156,963 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 793,064 | 156,590 | 0.29% | 0.33% | 17 | -49,208 | -5.84% | Q3 2026 | Oct 29, 2026 |
| NORTHERN TRUST CORP | History | No change | 762,262 | 154,380 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 757,594 | 153,436 | 0.1% | 0.1% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 686,816 | 139,100 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 649,323 | 131,507 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 599,901 | 121,497 | 0.15% | 0.15% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 566,705 | 114,774 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 545,202 | 113,373 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 466,624 | 94,505 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 436,944 | 88,494 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 445,890 | 88,040 | 0.01% | 0.02% | 27 | -14,694 | -3.19% | Q3 2026 | Nov 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 388,843 | 78,752 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 339,345 | 68,727 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EARNEST PARTNERS LLC | History | No change | 327,473 | 66,323 | 0.24% | 0.24% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 306,500 | 62,075 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 292,659 | 59,272 | 0.09% | 0.09% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GW&K Investment Management, LLC | History | No change | 274,429 | 55,580 | 0.43% | 0.43% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 273,694 | 55,431 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| FMR LLC | History | No change | 267,774 | 54,232 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 252,034 | 51,044 | 0.08% | 0.08% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | No change | 241,049 | 48,935 | 0.65% | 0.65% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 226,249 | 45,822 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 224,548 | 45,477 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 199,095 | 40,322 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 185,519 | 38,114 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 180,035 | 36,462 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 178,730 | 36,201 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gotham Asset Management, LLC | History | No change | 168,797 | 34,186 | 0.08% | 0.08% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 168,657 | 34,158 | 0.12% | 0.12% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ceredex Value Advisors LLC | History | No change | 164,250 | 33,265 | 0.94% | 0.94% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 160,529 | 32,512 | 0.21% | 0.21% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIL Ltd | History | No change | 157,786 | 31,956 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 160,933 | 31,776 | 0.02% | 0.01% | 49 | +58,765 | 57.52% | Q3 2026 | Nov 02, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 156,521 | 31,700 | 0.24% | 0.24% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 156,491 | 31,694 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RHUMBLINE ADVISERS | History | No change | 155,455 | 31,484 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 154,996 | 31,391 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 152,756 | 30,937 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 147,796 | 29,933 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 146,075 | 29,584 | 2.77% | 2.77% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 145,878 | 29,544 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 143,888 | 29,141 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 143,119 | 29,137 | 0.45% | 0.45% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 130,840 | 26,499 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 130,732 | 26,477 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| APG Asset Management US Inc. | History | No change | 128,218 | 26,343 | 0.18% | 0.18% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ProShare Advisors LLC | History | Reduced | 127,135 | 25,102 | 0.04% | 0.04% | 63 | -5,080 | -3.84% | Q3 2026 | Oct 28, 2026 |
| STRS OHIO | History | Reduced | 126,962 | 25,068 | 0.09% | 0.11% | 64 | -12,992 | -9.28% | Q3 2026 | Oct 30, 2026 |
| Arbejdsmarkedets Tillaegspension | History | New | 126,500 | 24,977 | 0.64% | — | 65 | +126,500 | New | Q3 2026 | Oct 30, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 122,219 | 24,749 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 117,130 | 23,722 | 0.07% | 0.07% | 67 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 112,762 | 23,341 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 112,847 | 22,854 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Hazelview Securities Inc. | History | No change | 105,325 | 22,258 | 3.08% | 3.08% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 107,887 | 21,850 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 106,140 | 21,496 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 101,730 | 20,603 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 100,000 | 20,253 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 98,210 | 19,891 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 98,017 | 19,851 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 97,798 | 19,807 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 96,581 | 19,569 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 96,596 | 19,563 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 96,265 | 19,007 | 0.05% | 0.05% | 80 | +3,912 | 4.24% | Q3 2026 | Oct 27, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 90,098 | 18,247 | 0.08% | 0.08% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 89,069 | 18,039 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 86,436 | 17,505 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 84,441 | 17,101 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tandem Investment Advisors, Inc. | History | New | 84,713 | 16,726 | 1.2% | — | 85 | +84,713 | New | Q3 2026 | Nov 04, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 82,294 | 16,667 | 0.73% | 0.73% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 80,020 | 16,206 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Montanaro Asset Management Ltd | History | No change | 79,318 | 16,064 | 5.06% | 5.06% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jain Global LLC | History | No change | 71,836 | 14,548 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 71,755 | 14,532 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 70,660 | 14,310 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 69,415 | 14,058 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 74,990 | 13,879 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gillson Capital LP | History | No change | 68,242 | 13,821 | 0.81% | 0.81% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAMCO INC /NY/ | History | No change | 67,985 | 13,769 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 65,378 | 13,241 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 63,363 | 12,832 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 62,381 | 12,634 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Tidal Investments LLC | History | No change | 61,568 | 12,469 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verition Fund Management LLC | History | No change | 60,501 | 12,253 | 0.06% | 0.06% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | No change | 58,771 | 11,902 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 57,971 | 11,741 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 57,773 | 11,700 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 56,034 | 11,348 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 57,228 | 11,299 | 0.15% | 0.15% | 105 | +2,608 | 4.77% | Q3 2026 | Oct 22, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 54,463 | 11,030 | 0.18% | 0.18% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | Reduced | 55,376 | 10,933 | 0.03% | 0.03% | 107 | -134 | -0.24% | Q3 2026 | Nov 04, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 53,869 | 10,636 | 0.01% | 0.01% | 108 | -3,438 | -6.0% | Q3 2026 | Oct 29, 2026 |
| MetLife Investment Management, LLC | History | No change | 51,735 | 10,477 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVIS SELECTED ADVISERS | History | No change | 51,230 | 10,375 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 52,442 | 10,354 | 0.05% | 0.05% | 111 | -264 | -0.5% | Q3 2026 | Nov 03, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 50,974 | 10,323 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 51,034 | 10,201 | 0.01% | 0.01% | 113 | +23,148 | 83.01% | Q3 2026 | Oct 27, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 51,630 | 10,194 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 50,516 | 10,050 | 0.32% | 0.31% | 115 | +2,084 | 4.3% | Q3 2026 | Oct 28, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 50,371 | 9,945 | 0.01% | 0.01% | 116 | +4,252 | 9.22% | Q3 2026 | Nov 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 48,663 | 9,855 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 48,560 | 9,834 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 46,677 | 9,216 | 0.51% | 0.51% | 119 | -160 | -0.34% | Q3 2026 | Oct 21, 2026 |
| CITIGROUP INC | History | Reduced | 46,367 | 9,155 | 0.0% | 0.0% | 120 | -18,770 | -28.82% | Q3 2026 | Nov 04, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 45,401 | 8,964 | 0.03% | 0.03% | 121 | +1,378 | 3.13% | Q3 2026 | Nov 05, 2026 |
| Adelante Capital Management LLC | History | No change | 43,962 | 8,904 | 0.59% | 0.59% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 43,412 | 8,796 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 42,986 | 8,705 | 0.39% | 0.39% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 42,547 | 8,617 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 42,118 | 8,530 | 0.57% | 0.57% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 39,146 | 7,928 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Channing Capital Management, LLC | History | Reduced | 37,293 | 7,363 | 0.19% | 0.18% | 128 | -1,472 | -3.8% | Q3 2026 | Nov 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 34,934 | 7,075 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 33,185 | 6,720 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 32,218 | 6,525 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MACQUARIE GROUP LTD | History | No change | 32,189 | 6,519 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | History | No change | 31,458 | 6,371 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 31,124 | 6,303 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 31,851 | 6,288 | 0.07% | 0.06% | 135 | -25 | -0.08% | Q3 2026 | Oct 15, 2026 |
| Squarepoint Ops LLC | History | No change | 30,301 | 6,136 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 29,340 | 5,942 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | No change | 28,300 | 5,731 | 0.18% | 0.18% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 28,210 | 5,713 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | No change | 26,966 | 5,461 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 26,105 | 5,287 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 25,681 | 5,071 | 0.01% | 0.01% | 142 | -496 | -1.89% | Q3 2026 | Nov 05, 2026 |
| LPL Financial LLC | History | No change | 25,034 | 5,070 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | New | 25,305 | 4,996 | 0.95% | — | 144 | +25,305 | New | Q3 2026 | Oct 27, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 24,339 | 4,929 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARCLAYS PLC | History | No change | 24,226 | 4,906 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 23,578 | 4,872 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMALGAMATED BANK | History | Added to | 24,117 | 4,762 | 0.03% | 0.03% | 148 | +194 | 0.81% | Q3 2026 | Oct 23, 2026 |
| Castellan Group | History | Added to | 24,042 | 4,747 | 0.55% | 0.53% | 149 | +225 | 0.94% | Q3 2026 | Oct 19, 2026 |
| Advisors Asset Management, Inc. | History | No change | 22,917 | 4,641 | 0.07% | 0.07% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Treasurer of the State of North Carolina | History | No change | 22,715 | 4,600 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 21,975 | 4,451 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aberdeen Group plc | History | No change | 21,754 | 4,405 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SANDLER CAPITAL MANAGEMENT | History | No change | 20,906 | 4,234 | 2.1% | 2.1% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 20,623 | 4,176 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 19,561 | 3,862 | 0.04% | 0.04% | 156 | -358 | -1.8% | Q3 2026 | Oct 23, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 19,047 | 3,857 | 0.66% | 0.66% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 18,677 | 3,782 | 0.23% | 0.23% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 19,064 | 3,764 | 0.08% | 0.07% | 159 | -851 | -4.27% | Q3 2026 | Oct 22, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 18,631 | 3,678 | 0.04% | 0.04% | 160 | +1,061 | 6.04% | Q3 2026 | Oct 27, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 18,531 | 3,658 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Investment Management Corp of Ontario | History | No change | 17,000 | 3,443 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 16,544 | 3,351 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 16,453 | 3,332 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sophron Capital Management L.P. | History | No change | 16,084 | 3,257 | 1.01% | 1.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 15,877 | 3,215 | 0.09% | 0.09% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 15,900 | 3,139 | 0.05% | 0.05% | 167 | +200 | 1.27% | Q3 2026 | Oct 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 14,913 | 3,091 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 15,651 | 3,090 | 0.03% | 0.04% | 169 | -885 | -5.35% | Q3 2026 | Oct 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,766 | 3,061 | 0.0% | 0.0% | 170 | +9,279 | 109.33% | Q3 2026 | Oct 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 14,641 | 2,994 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arizona State Retirement System | History | Added to | 15,138 | 2,988 | 0.01% | 0.02% | 172 | +305 | 2.06% | Q3 2026 | Nov 03, 2026 |
| SummitTX Capital, L.P. | History | No change | 14,450 | 2,926 | 0.08% | 0.08% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 14,344 | 2,905 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESTPAC BANKING CORP | History | No change | 14,110 | 2,857 | 0.18% | 0.18% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Metis Global Partners, LLC | History | No change | 13,995 | 2,834 | 0.06% | 0.06% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 13,799 | 2,794 | 0.29% | 0.29% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 14,007 | 2,790 | 0.01% | 0.01% | 178 | -176 | -1.24% | Q3 2026 | Oct 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 13,504 | 2,734 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 13,220 | 2,677 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 13,351 | 2,636 | 0.02% | 0.02% | 181 | +808 | 6.44% | Q3 2026 | Oct 20, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 12,728 | 2,577 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilton Capital Management, LLC | History | No change | 12,459 | 2,523 | 0.17% | 0.17% | 183 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 12,300 | 2,507 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 12,627 | 2,493 | 0.01% | 0.01% | 185 | +100 | 0.8% | Q3 2026 | Oct 27, 2026 |
| NEOS Investment Management LLC | History | Added to | 12,576 | 2,483 | 0.01% | 0.01% | 186 | +1,501 | 13.55% | Q3 2026 | Nov 04, 2026 |
| Sound Financial Strategies Group, LLC | History | No change | 12,551 | 2,478 | 1.67% | 1.61% | 187 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 12,208 | 2,472 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 12,132 | 2,457 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 12,073 | 2,445 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | No change | 11,959 | 2,421 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quantbot Technologies LP | History | No change | 11,851 | 2,400 | 0.09% | 0.09% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | New | 11,865 | 2,342 | 0.0% | — | 193 | +11,865 | New | Q3 2026 | Nov 05, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 11,522 | 2,333 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Entropy Technologies, LP | History | No change | 11,466 | 2,322 | 0.09% | 0.09% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BankPlus Trust Department | History | No change | 11,359 | 2,300 | 0.54% | 0.54% | 196 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 11,276 | 2,283 | 0.12% | 0.12% | 197 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 10,949 | 2,217 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 11,200 | 2,211 | 0.06% | 0.06% | 199 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 11,149 | 2,201 | 0.02% | 0.02% | 200 | +39 | 0.35% | Q3 2026 | Oct 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,016 | 2,175 | 0.0% | 0.0% | 201 | +1,284 | 13.19% | Q3 2026 | Oct 30, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 10,660 | 2,162 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestcor Inc | History | No change | 10,504 | 2,127 | 0.05% | 0.05% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFM Investors Pty Ltd | History | Added to | 10,761 | 2,124 | 0.01% | 0.01% | 204 | +1,956 | 22.21% | Q3 2026 | Oct 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 10,380 | 2,102 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ausbil Investment Management Ltd | History | Reduced | 10,621 | 2,097 | 1.05% | 1.1% | 206 | -1,268 | -10.67% | Q3 2026 | Oct 07, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 10,163 | 2,058 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burkehill Global Management, LP | History | No change | 10,000 | 2,025 | 0.07% | 0.07% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 10,236 | 2,021 | 0.1% | 0.11% | 209 | -301 | -2.86% | Q3 2026 | Nov 05, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 9,556 | 1,935 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 9,534 | 1,930 | 0.08% | 0.08% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Achmea Investment Management B.V. | History | New | 9,695 | 1,915 | 0.02% | — | 212 | +9,695 | New | Q3 2026 | Oct 30, 2026 |
| FJ Capital Management LLC | History | No change | 9,402 | 1,904 | 0.25% | 0.25% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 8,790 | 1,780 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 8,853 | 1,748 | 0.28% | 0.25% | 215 | +1,339 | 17.82% | Q3 2026 | Oct 26, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 8,606 | 1,742 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DigitalBridge Group, Inc. | History | No change | 8,600 | 1,741 | 0.1% | 0.1% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 8,752 | 1,728 | 0.03% | 0.03% | 218 | +686 | 8.5% | Q3 2026 | Nov 03, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 8,452 | 1,711 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTATE CORP | History | No change | 8,339 | 1,688 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Duncan Williams Asset Management, LLC | History | No change | 8,300 | 1,680 | 0.38% | 0.38% | 221 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Erste Asset Management GmbH | History | No change | 8,000 | 1,656 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 8,183 | 1,615 | 0.0% | 0.0% | 223 | -173 | -2.07% | Q3 2026 | Nov 03, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | No change | 8,000 | 1,580 | 0.74% | 0.75% | 224 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 7,964 | 1,572 | 0.02% | 0.02% | 225 | +1,859 | 30.45% | Q3 2026 | Oct 21, 2026 |
| Massar Capital Management, LP | History | No change | 7,755 | 1,570 | 0.15% | 0.15% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 7,598 | 1,538 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hardin Capital Partners, LLC | History | No change | 7,755 | 1,531 | 0.75% | 0.73% | 228 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Paralel Advisors LLC | History | No change | 7,395 | 1,497 | 0.06% | 0.06% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | No change | 7,340 | 1,486 | 0.24% | 0.24% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 7,526 | 1,485 | 0.19% | 0.2% | 231 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| F/m Investments LLC | History | No change | 7,293 | 1,476 | 0.07% | 0.07% | 232 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Convergence Investment Partners, LLC | History | Reduced | 7,439 | 1,468 | 0.11% | 0.15% | 233 | -178 | -2.34% | Q3 2026 | Oct 28, 2026 |
| Sanctuary Advisors, LLC | History | No change | 7,157 | 1,449 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,149 | 1,448 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Caprock Group, LLC | History | No change | 7,043 | 1,438 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FEDERATED HERMES, INC. | History | No change | 6,987 | 1,415 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 6,982 | 1,414 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 6,912 | 1,399 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | No change | 6,615 | 1,339 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 6,586 | 1,333 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 6,500 | 1,316 | 0.04% | 0.04% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,470 | 1,310 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UniSuper Management Pty Ltd | History | Added to | 6,600 | 1,303 | 0.01% | 0.01% | 244 | +100 | 1.54% | Q3 2026 | Oct 26, 2026 |
| XPONANCE LLC | History | Reduced | 6,391 | 1,261 | 0.01% | 0.01% | 245 | -92 | -1.42% | Q3 2026 | Nov 03, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 6,378 | 1,259 | 0.13% | 0.14% | 246 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,165 | 1,248 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 6,050 | 1,225 | 0.08% | 0.08% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,013 | 1,217 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dockside LLC | History | No change | 5,926 | 1,200 | 0.28% | 0.28% | 250 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 5,977 | 1,180 | 0.02% | 0.02% | 251 | +436 | 7.87% | Q3 2026 | Oct 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 5,805 | 1,175 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Moran Wealth Management, LLC | History | Added to | 5,927 | 1,170 | 0.03% | 0.03% | 253 | +182 | 3.17% | Q3 2026 | Oct 22, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 5,837 | 1,161 | 0.02% | 0.02% | 254 | +765 | 15.08% | Q3 2026 | Oct 26, 2026 |
| Atria Investments, Inc | History | Added to | 5,806 | 1,146 | 0.01% | 0.01% | 255 | +783 | 15.59% | Q3 2026 | Oct 15, 2026 |
| HRT FINANCIAL LP | History | No change | 5,469 | 1,107 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 5,333 | 1,080 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,258 | 1,064 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SYON CAPITAL LLC | History | No change | 5,081 | 1,029 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oak Thistle LLC | History | Reduced | 5,192 | 1,025 | 0.09% | 0.32% | 260 | -11,114 | -68.16% | Q3 2026 | Oct 21, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 5,017 | 1,016 | 0.13% | 0.13% | 261 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Compass Wealth Management LLC | History | Reduced | 5,079 | 1,002 | 0.19% | 0.28% | 262 | -2,357 | -31.7% | Q3 2026 | Oct 22, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 5,059 | 998 | 0.03% | — | 263 | +5,059 | New | Q3 2026 | Oct 22, 2026 |
| Quadrature Capital Ltd | History | No change | 4,913 | 995 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Inscription Capital, LLC | History | Reduced | 5,014 | 990 | 0.11% | 0.12% | 265 | -1,585 | -24.02% | Q3 2026 | Nov 02, 2026 |
| Trivant Custom Portfolio Group, LLC | History | No change | 4,860 | 984 | 0.52% | 0.52% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 4,711 | 954 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Illinois Municipal Retirement Fund | History | New | 4,778 | 943 | 0.01% | — | 268 | +4,778 | New | Q3 2026 | Nov 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 4,614 | 934 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 4,550 | 922 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Added to | 4,597 | 907 | 0.0% | 0.0% | 271 | +776 | 20.31% | Q3 2026 | Nov 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 4,401 | 891 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 4,511 | 890 | 0.01% | 0.01% | 273 | +337 | 8.07% | Q3 2026 | Oct 16, 2026 |
| AlphaCore Capital LLC | History | Added to | 4,470 | 886 | 0.01% | 0.01% | 274 | +2,134 | 91.35% | Q3 2026 | Nov 04, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,366 | 884 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 3,945 | 876 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 4,380 | 864 | 0.03% | 0.02% | 277 | +597 | 15.78% | Q3 2026 | Oct 13, 2026 |
| Cambria Investment Management, L.P. | History | No change | 4,239 | 858 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CERTUITY, LLC | History | Added to | 4,306 | 850 | 0.04% | 0.04% | 279 | +554 | 14.77% | Q3 2026 | Nov 02, 2026 |
| iA Global Asset Management Inc. | History | Added to | 4,282 | 845 | 0.01% | 0.0% | 280 | +2,829 | 194.7% | Q3 2026 | Oct 29, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 4,155 | 841 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kera Capital Partners, Inc. | History | No change | 4,124 | 835 | 0.08% | 0.08% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 4,045 | 830 | 0.82% | 0.82% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,075 | 826 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,010 | 812 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,063 | 802 | 0.0% | 0.0% | 286 | +197 | 5.1% | Q3 2026 | Oct 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 4,041 | 797 | 0.01% | 0.01% | 287 | -5 | -0.12% | Q3 2026 | Nov 05, 2026 |
| HighTower Advisors, LLC | History | No change | 3,904 | 790 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 3,999 | 789 | 0.07% | 0.07% | 289 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,890 | 787 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 3,780 | 765 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Vident Advisory, LLC | History | No change | 3,754 | 760 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LDR Capital Management LLC | History | No change | 3,764 | 743 | 0.92% | 0.88% | 293 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 3,637 | 736 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 3,610 | 731 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 3,676 | 725 | 0.0% | 0.0% | 296 | +48 | 1.32% | Q3 2026 | Nov 03, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 3,600 | 710 | 0.13% | 0.14% | 297 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 3,476 | 703 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 3,500 | 691 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| New Perspectives, Inc | History | No change | 3,435 | 678 | 0.21% | 0.21% | 300 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 3,356 | 662 | 0.01% | 0.01% | 301 | +9 | 0.27% | Q3 2026 | Oct 13, 2026 |
| Allen Investment Management, LLC | History | No change | 3,325 | 656 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 3,224 | 653 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 3,200 | 648 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Financial, LLC | History | No change | 3,206 | 633 | 0.07% | 0.08% | 305 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 3,205 | 632 | 0.01% | 0.01% | 306 | +387 | 13.73% | Q3 2026 | Oct 27, 2026 |
| waypoint wealth counsel | History | Reduced | 3,156 | 623 | 0.36% | 0.44% | 307 | -341 | -9.75% | Q3 2026 | Oct 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 3,133 | 618 | 0.01% | 0.01% | 308 | -104 | -3.21% | Q3 2026 | Oct 15, 2026 |
| Groupe la Francaise | History | No change | 3,002 | 607 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 2,948 | 597 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 2,941 | 584 | 0.01% | 0.01% | 311 | +25 | 0.86% | Q3 2026 | Oct 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,884 | 584 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 2,939 | 580 | 0.0% | 0.01% | 313 | -4,027 | -57.81% | Q3 2026 | Oct 28, 2026 |
| Utah Retirement Systems | History | No change | 2,812 | 569 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 2,796 | 566 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 2,865 | 565 | 0.05% | 0.06% | 316 | -778 | -21.36% | Q3 2026 | Oct 28, 2026 |
| DnB Asset Management AS | History | No change | 2,785 | 564 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 2,700 | 546 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Reduced | 2,763 | 545 | 0.02% | 0.02% | 319 | -2 | -0.07% | Q3 2026 | Oct 22, 2026 |
| PDS Planning, Inc | History | No change | 2,752 | 543 | 0.03% | 0.03% | 320 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,683 | 529 | 0.05% | 0.05% | 321 | +100 | 3.87% | Q3 2026 | Oct 01, 2026 |
| NOMURA HOLDINGS INC | History | No change | 2,587 | 523 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 2,627 | 518 | 0.05% | 0.05% | 323 | +43 | 1.66% | Q3 2026 | Nov 04, 2026 |
| CHOREO, LLC | History | Added to | 2,587 | 511 | 0.01% | 0.01% | 324 | +266 | 11.46% | Q3 2026 | Oct 28, 2026 |
| INGALLS & SNYDER LLC | History | No change | 2,500 | 506 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaGrep UK Ltd | History | No change | 2,498 | 505 | 0.15% | 0.15% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 2,461 | 498 | 0.07% | 0.07% | 327 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 2,510 | 496 | 0.01% | 0.01% | 328 | +42 | 1.7% | Q3 2026 | Oct 22, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 2,507 | 495 | 0.11% | 0.12% | 330 | -194 | -7.18% | Q3 2026 | Oct 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,447 | 495 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 2,500 | 494 | 0.01% | 0.01% | 331 | +272 | 12.21% | Q3 2026 | Nov 04, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,436 | 493 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,442 | 482 | 0.0% | 0.0% | 333 | +520 | 27.06% | Q3 2026 | Oct 23, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 2,428 | 479 | 0.12% | 0.12% | 334 | +101 | 4.34% | Q3 2026 | Oct 19, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,421 | 478 | 0.0% | 0.0% | 335 | +245 | 11.26% | Q3 2026 | Nov 05, 2026 |
| NewEdge Wealth, LLC | History | No change | 2,345 | 474 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DoubleLine ETF Adviser LP | History | No change | 2,342 | 474 | 0.2% | 0.2% | 337 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Norinchukin Bank, The | History | No change | 2,321 | 470 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 2,306 | 470 | 0.03% | 0.03% | 339 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AEW CAPITAL MANAGEMENT INC | History | New | 2,361 | 466 | 0.03% | — | 340 | +2,361 | New | Q3 2026 | Nov 05, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 2,352 | 464 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,282 | 462 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,259 | 461 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Investment Solutions LLC | History | No change | 2,242 | 454 | 0.43% | 0.43% | 344 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AEW CAPITAL MANAGEMENT L P | History | No change | 2,191 | 443 | 0.03% | 0.03% | 345 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Abel Hall, LLC | History | No change | 2,241 | 442 | 0.08% | 0.08% | 346 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| UMB Bank, n.a. | History | No change | 2,177 | 440 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 2,165 | 438 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 2,124 | 433 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 2,140 | 433 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversified Trust Co | History | No change | 2,099 | 425 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ballentine Partners, LLC | History | No change | 2,055 | 416 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IEQ CAPITAL, LLC | History | No change | 2,040 | 413 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optas, LLC | History | No change | 2,025 | 410 | 0.06% | 0.06% | 354 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Greenland Capital Management LP | History | No change | 2,000 | 405 | 0.05% | 0.05% | 355 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 2,074 | 404 | 0.01% | 0.01% | 356 | +1,118 | 116.95% | Q3 2026 | Oct 09, 2026 |
| FULTON BANK, N.A. | History | Added to | 1,993 | 393 | 0.01% | 0.01% | 357 | +460 | 30.01% | Q3 2026 | Oct 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,937 | 392 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,927 | 390 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,948 | 384 | 0.01% | 0.01% | 360 | +17 | 0.88% | Q3 2026 | Nov 04, 2026 |
| Employees Retirement System of Texas | History | No change | 1,817 | 368 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,851 | 365 | 0.0% | 0.0% | 362 | +751 | 68.27% | Q3 2026 | Oct 23, 2026 |
| Larson Financial Group LLC | History | Added to | 1,806 | 356 | 0.01% | 0.0% | 363 | +945 | 109.76% | Q3 2026 | Nov 05, 2026 |
| TRUST CO OF VERMONT | History | Added to | 1,791 | 353 | 0.01% | 0.0% | 364 | +1,750 | 4268.29% | Q3 2026 | Oct 21, 2026 |
| First National Advisers, LLC | History | No change | 1,747 | 353 | 0.05% | 0.05% | 365 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 1,776 | 350 | 0.06% | 0.06% | 366 | +142 | 8.69% | Q3 2026 | Oct 27, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 1,723 | 348 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | Added to | 1,729 | 341 | 0.0% | 0.0% | 368 | +221 | 14.66% | Q3 2026 | Oct 22, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 1,724 | 340 | 0.15% | 0.15% | 369 | +39 | 2.31% | Q3 2026 | Oct 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 1,693 | 334 | 0.0% | 0.01% | 370 | -2,607 | -60.63% | Q3 2026 | Oct 13, 2026 |
| Frec Markets, Inc. | History | No change | 1,628 | 329 | 0.03% | 0.03% | 371 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Asset Management Inc | History | No change | 1,644 | 324 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Graham Capital Management, L.P. | History | No change | 1,596 | 323 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Dakota State Investment Board | History | Added to | 1,633 | 322 | 0.01% | 0.01% | 374 | +59 | 3.75% | Q3 2026 | Oct 27, 2026 |
| DRW Securities, LLC | History | No change | 1,580 | 319 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 1,571 | 318 | 0.03% | 0.03% | 376 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Waverly Advisors, LLC | History | No change | 1,554 | 314 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,585 | 312 | 0.0% | 0.0% | 378 | +213 | 15.52% | Q3 2026 | Nov 03, 2026 |
| OneAscent Family Office, LLC | History | No change | 1,542 | 312 | 0.16% | 0.16% | 379 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,573 | 310 | 0.01% | — | 380 | +1,573 | New | Q3 2026 | Nov 02, 2026 |
| Perpetual Ltd | History | Reduced | 1,569 | 309 | 0.0% | 0.0% | 381 | -130 | -7.65% | Q3 2026 | Oct 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 1,506 | 305 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Reduced | 1,542 | 304 | 0.0% | 0.01% | 383 | -2,142 | -58.14% | Q3 2026 | Nov 03, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 1,540 | 304 | 0.01% | 0.01% | 384 | -9 | -0.58% | Q3 2026 | Oct 22, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 1,531 | 302 | 0.02% | 0.02% | 385 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 1,507 | 297 | 0.0% | 0.0% | 386 | +16 | 1.07% | Q3 2026 | Nov 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,499 | 295 | 0.0% | 0.0% | 387 | -557 | -27.09% | Q3 2026 | Oct 28, 2026 |
| Enclave Advisors LLC | History | Reduced | 1,494 | 294 | 0.04% | 0.05% | 388 | -324 | -17.82% | Q3 2026 | Oct 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,473 | 290 | 0.0% | 0.0% | 389 | +46 | 3.22% | Q3 2026 | Nov 02, 2026 |
| RENAISSANCE GROUP LLC | History | No change | 1,418 | 287 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 1,420 | 287 | 0.02% | 0.02% | 391 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 1,452 | 286 | 0.0% | 0.0% | 392 | -216 | -12.95% | Q3 2026 | Nov 04, 2026 |
| Gross & Hartman Investments LLC | History | No change | 1,409 | 285 | 0.13% | 0.13% | 393 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Safe Harbor Family Capital, LLC | History | No change | 1,409 | 285 | 0.19% | 0.19% | 394 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XTX Topco Ltd | History | No change | 1,393 | 282 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 1,427 | 281 | 0.0% | 0.0% | 396 | -109 | -7.1% | Q3 2026 | Oct 27, 2026 |
| Horizon Investments, LLC | History | No change | 1,371 | 277 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Phillips Wealth Planners LLC | History | No change | 1,292 | 277 | 0.2% | 0.2% | 398 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 1,360 | 275 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 1,384 | 273 | 0.03% | 0.03% | 401 | +6 | 0.44% | Q3 2026 | Oct 21, 2026 |
| Oxbow Advisors, LLC | History | No change | 1,350 | 273 | 0.02% | 0.02% | 400 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | Added to | 1,379 | 272 | 0.01% | 0.01% | 402 | +235 | 20.54% | Q3 2026 | Oct 08, 2026 |
| Weiss Asset Management LP | History | No change | 1,343 | 271 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 1,317 | 269 | 0.06% | 0.06% | 404 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HM PAYSON & CO | History | No change | 1,300 | 263 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GeoWealth Management, LLC | History | No change | 1,303 | 263 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 1,302 | 263 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneAscent Wealth Management LLC | History | No change | 1,301 | 263 | 0.08% | 0.08% | 408 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 1,327 | 262 | 0.02% | 0.0% | 410 | +1,321 | 22016.67% | Q3 2026 | Oct 30, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 1,328 | 262 | 0.01% | 0.01% | 409 | +107 | 8.76% | Q3 2026 | Nov 02, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 1,300 | 256 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Brevan Howard Capital Management LP | History | No change | 1,267 | 256 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Element Wealth, LLC | History | No change | 1,250 | 253 | 0.09% | 0.09% | 413 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | Added to | 1,292 | 252 | 0.01% | 0.01% | 414 | +290 | 28.94% | Q3 2026 | Oct 09, 2026 |
| Leo Wealth, LLC | History | New | 1,272 | 251 | 0.05% | — | 415 | +1,272 | New | Q3 2026 | Oct 26, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 1,263 | 249 | 0.0% | 0.0% | 416 | +34 | 2.77% | Q3 2026 | Oct 22, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | No change | 1,228 | 248 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 1,249 | 246 | 0.01% | 0.01% | 418 | -68 | -5.16% | Q3 2026 | Oct 13, 2026 |
| Composition Wealth, LLC | History | No change | 1,211 | 245 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 1,192 | 243 | 0.04% | 0.04% | 420 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 1,225 | 241 | 0.0% | 0.0% | 421 | +102 | 9.08% | Q3 2026 | Oct 28, 2026 |
| STEPHENS INC /AR/ | History | No change | 1,189 | 240 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 1,203 | 237 | 0.02% | 0.04% | 423 | -870 | -41.97% | Q3 2026 | Oct 19, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 1,155 | 233 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | No change | 1,147 | 232 | 0.03% | 0.03% | 425 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 1,137 | 224 | 0.01% | 0.02% | 426 | -1,863 | -62.1% | Q3 2026 | Oct 22, 2026 |
| Platform Technology Partners | History | Reduced | 1,133 | 223 | 0.04% | 0.04% | 428 | -32 | -2.75% | Q3 2026 | Nov 02, 2026 |
| First Eagle Investment Management, LLC | History | No change | 1,102 | 223 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trust Point Inc. | History | New | 1,118 | 220 | 0.02% | — | 429 | +1,118 | New | Q3 2026 | Oct 27, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 1,100 | 217 | 0.01% | 0.01% | 431 | -50 | -4.35% | Q3 2026 | Oct 30, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 1,102 | 217 | 0.01% | 0.01% | 430 | -35 | -3.08% | Q3 2026 | Oct 28, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 1,089 | 215 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 1,091 | 215 | 0.04% | 0.04% | 433 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,051 | 212 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| United Asset Strategies, Inc. | History | New | 1,072 | 211 | 0.01% | — | 436 | +1,072 | New | Q3 2026 | Oct 28, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 1,020 | 211 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 1,068 | 210 | 0.0% | — | 437 | +1,068 | New | Q3 2026 | Oct 21, 2026 |
| Somerset Trust Co | History | No change | 1,059 | 209 | 0.06% | 0.06% | 438 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| American Capital Advisory, LLC | History | No change | 1,037 | 204 | 0.07% | 0.08% | 439 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,000 | 202 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 999 | 202 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 967 | 190 | 0.0% | 0.0% | 442 | -395 | -29.0% | Q3 2026 | Oct 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 892 | 180 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 854 | 172 | 0.04% | 0.04% | 444 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 850 | 167 | 0.05% | 0.05% | 445 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 720 | 145 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 721 | 142 | 0.0% | 0.0% | 447 | -2 | -0.28% | Q3 2026 | Oct 26, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 699 | 139 | 0.01% | 0.01% | 448 | +9 | 1.3% | Q3 2026 | Oct 29, 2026 |
| ASSETMARK, INC | History | Added to | 683 | 134 | 0.0% | 0.0% | 449 | +57 | 9.11% | Q3 2026 | Oct 21, 2026 |
| Hilltop National Bank | History | No change | 594 | 117 | 0.03% | 0.03% | 450 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 590 | 116 | 0.03% | 0.03% | 451 | +132 | 28.82% | Q3 2026 | Oct 07, 2026 |
| Quarry LP | History | No change | 559 | 113 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 525 | 103 | 0.01% | — | 453 | +525 | New | Q3 2026 | Oct 29, 2026 |
| Citizens National Bank Trust Department | History | No change | 521 | 102 | 0.02% | 0.02% | 454 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Markowski Investments | History | No change | 500 | 98 | 0.02% | 0.02% | 455 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 475 | 96 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 475 | 93 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 455 | 92 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fulcrum Asset Management LLP | History | No change | 434 | 87 | 0.0% | 0.01% | 459 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 433 | 85 | 0.01% | 0.01% | 460 | +130 | 42.9% | Q3 2026 | Oct 26, 2026 |
| BESSEMER GROUP INC | History | No change | 400 | 82 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 374 | 75 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Reduced | 344 | 68 | 0.04% | 0.05% | 465 | -110 | -24.23% | Q3 2026 | Oct 30, 2026 |
| Capital Analysts, LLC | History | No change | 335 | 68 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 345 | 68 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| State of Wyoming | History | Reduced | 340 | 67 | 0.01% | 0.01% | 466 | -190 | -35.85% | Q3 2026 | Oct 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 300 | 60 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smithfield Trust Co | History | No change | 298 | 60 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| True Wealth Design, LLC | History | Added to | 255 | 50 | 0.01% | 0.01% | 473 | +39 | 18.06% | Q3 2026 | Oct 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 249 | 50 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 250 | 50 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MOTCO | History | No change | 250 | 50 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Avalon Trust Co | History | No change | 249 | 50 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Canton Hathaway, LLC | History | No change | 250 | 49 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Bayforest Capital Ltd | History | Reduced | 241 | 47 | 0.07% | 0.08% | 476 | -169 | -41.22% | Q3 2026 | Nov 03, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 238 | 47 | 0.02% | 0.01% | 475 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MATHER GROUP, LLC. | History | Added to | 232 | 45 | 0.0% | 0.0% | 477 | +23 | 11.0% | Q3 2026 | Oct 14, 2026 |
| DeDora Capital, Inc. | History | New | 225 | 44 | 0.01% | — | 478 | +225 | New | Q3 2026 | Oct 26, 2026 |
| Spire Wealth Management | History | Reduced | 216 | 42 | 0.0% | 0.0% | 479 | -3 | -1.37% | Q3 2026 | Oct 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 199 | 41 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 200 | 40 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 186 | 37 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 187 | 37 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 177 | 35 | 0.02% | 0.02% | 484 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 162 | 33 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CENTRAL TRUST Co | History | Reduced | 167 | 32 | 0.0% | 0.0% | 486 | -1 | -0.6% | Q3 2026 | Nov 05, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 160 | 32 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CX Institutional | History | Added to | 149 | 29 | 0.0% | 0.0% | 488 | +80 | 115.94% | Q3 2026 | Oct 02, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 128 | 25 | 0.01% | — | 490 | +128 | New | Q3 2026 | Oct 16, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 136 | 25 | 0.02% | 0.02% | 489 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| V-Square Quantitative Management LLC | History | No change | 123 | 24 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 115 | 22 | 0.0% | 0.0% | 492 | -59 | -33.91% | Q3 2026 | Oct 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 106 | 21 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 103 | 20 | 0.0% | 0.0% | 494 | +20 | 24.1% | Q3 2026 | Nov 05, 2026 |
| Dynamic Wealth Strategies, LLC | History | New | 100 | 19 | 0.01% | — | 499 | +100 | New | Q3 2026 | Oct 16, 2026 |
| WHITTIER TRUST CO | History | No change | 94 | 19 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IAG Wealth Partners, LLC | History | No change | 95 | 19 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Life Planners | History | No change | 96 | 19 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Essential Partners LLC | History | No change | 98 | 19 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 95 | 18 | 0.01% | — | 501 | +95 | New | Q3 2026 | Oct 27, 2026 |
| Clearstead Trust, LLC | History | No change | 92 | 18 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 89 | 17 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Reduced | 79 | 16 | 0.0% | 0.02% | 503 | -14,232 | -99.45% | Q3 2026 | Oct 22, 2026 |
| Dogwood Wealth Management LLC | History | No change | 83 | 16 | 0.01% | 0.01% | 504 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Root Financial Partners, LLC | History | New | 80 | 15 | 0.0% | — | 506 | +80 | New | Q3 2026 | Oct 21, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 73 | 15 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Leonteq Securities AG | History | New | 74 | 14 | 0.0% | — | 507 | +74 | New | Q3 2026 | Oct 29, 2026 |
| EASTERN BANK | History | New | 68 | 13 | 0.0% | — | 510 | +68 | New | Q3 2026 | Oct 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 70 | 13 | 0.0% | 0.0% | 508 | +13 | 22.81% | Q3 2026 | Oct 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 64 | 13 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MTM Investment Management, LLC | History | No change | 65 | 12 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Elyxium Wealth, LLC | History | New | 58 | 11 | 0.0% | — | 514 | +58 | New | Q3 2026 | Oct 27, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 57 | 11 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WPG Advisers, LLC | History | No change | 56 | 11 | 0.01% | 0.01% | 513 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| GoalVest Advisory LLC | History | New | 55 | 10 | 0.0% | — | 516 | +55 | New | Q3 2026 | Oct 02, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 55 | 10 | 0.0% | 0.0% | 515 | +1 | 1.85% | Q3 2026 | Oct 28, 2026 |
| GODSEY & GIBB, INC | History | New | 50 | 9 | 0.0% | — | 518 | +50 | New | Q3 2026 | Oct 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 47 | 9 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Allied Private Wealth LLC | History | No change | 41 | 8 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 35 | 7 | 0.0% | 0.0% | 521 | +31 | 775.0% | Q3 2026 | Oct 27, 2026 |
| Bare Financial Services, Inc | History | Added to | 38 | 7 | 0.0% | 0.0% | 522 | +14 | 58.33% | Q3 2026 | Nov 04, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 36 | 7 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 36 | 7 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| SIMPLEX TRADING, LLC | History | New | 32 | 6 | 0.0% | — | 526 | +32 | New | Q3 2026 | Nov 04, 2026 |
| JNBA Financial Advisors | History | New | 31 | 6 | 0.0% | — | 527 | +31 | New | Q3 2026 | Nov 03, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 30 | 6 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 34 | 6 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 28 | 5 | 0.0% | 0.0% | 530 | -78 | -73.58% | Q3 2026 | Oct 15, 2026 |
| IFP Advisors, Inc | History | New | 26 | 5 | 0.0% | — | 531 | +26 | New | Q3 2026 | Oct 16, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 27 | 5 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| High Note Wealth, LLC | History | No change | 26 | 5 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| GK Wealth Management LLC | History | New | 22 | 4 | 0.0% | — | 537 | +22 | New | Q3 2026 | Oct 09, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 23 | 4 | 0.0% | — | 535 | +20 | 666.67% | Q3 2026 | Oct 23, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 21 | 4 | 0.0% | 0.0% | 533 | +5 | 31.25% | Q3 2026 | Oct 21, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 22 | 4 | 0.0% | 0.0% | 532 | -4 | -15.38% | Q3 2026 | Oct 26, 2026 |
| Ancora Advisors LLC | History | No change | 23 | 4 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JDM Financial Group LLC | History | No change | 20 | 4 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cromwell Holdings LLC | History | Added to | 19 | 3 | 0.0% | 0.0% | 541 | +11 | 137.5% | Q3 2026 | Oct 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Marquette Asset Management, LLC | History | No change | 16 | 3 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 19 | 3 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Quent Capital, LLC | History | No change | 19 | 3 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 18 | 3 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rialto Wealth Management, LLC | History | No change | 19 | 3 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jacobi Capital Management LLC | History | New | 11 | 2 | 0.0% | — | 551 | +11 | New | Q3 2026 | Nov 05, 2026 |
| Hughes Financial Services, LLC | History | Added to | 13 | 2 | 0.0% | 0.0% | 547 | +2 | 18.18% | Q3 2026 | Oct 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 11 | 2 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 13 | 2 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Rossby Financial, LCC | History | No change | 14 | 2 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PlanVest Financial, Inc | History | No change | 12 | 2 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 6 | 1 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Silicon Valley Capital Partners | History | No change | 5 | 1 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Salomon & Ludwin, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 9 | 1 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Signature Equity Partners, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Sunrise Financial Services, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -200,000 | -100.0% | Q3 2026 | Nov 05, 2026 |
| TritonPoint Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,093 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Legacy Wealth Management, LLC / MS | History | Closed out | 0 | 0 | — | 0.09% | — | -1,664 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Embree Financial Group | History | Closed out | 0 | 0 | — | 0.02% | — | -1,051 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Commonwealth Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,011 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Cherokee Insurance Co | History | Closed out | 0 | 0 | — | 0.08% | — | -1,000 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Global X Japan Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2026 | Oct 16, 2026 |
| COUNTRY TRUST BANK | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 30, 2026 |
| Kingdom Financial Group LLC. | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Nov 04, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 15, 2026 |
| First Command Advisory Services, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Nov 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q3 2026 | Oct 27, 2026 |
| MASECO LLP | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 27, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Triumph Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Quaker Wealth Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CVA Family Office, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SHP Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Ares Financial Consulting, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Key Capital Management, INC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |