EMBRAER S.A. - EMBJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 6,036,219 | 385,112 | 2.7% | 2.7% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,837,250 | 362,785 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 5,149,280 | 328,524 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 4,554,096 | 290,551 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Egerton Capital (UK) LLP | History | Reduced | 3,242,138 | 244,197 | 2.49% | 2.09% | 5 | -142,211 | -4.2% | Q3 2026 | Oct 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,528,924 | 225,145 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GQG Partners LLC | History | No change | 3,188,244 | 203,409 | 0.38% | 0.38% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 2,732,952 | 174,362 | 0.1% | 0.1% | 8 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 2,236,107 | 142,663 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | No change | 2,098,154 | 133,862 | 1.38% | 1.38% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swedbank AB | History | Added to | 1,670,000 | 125,784 | 0.11% | 0.06% | 11 | +620,000 | 59.05% | Q3 2026 | Oct 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,836,583 | 117,173 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 1,598,539 | 101,133 | 1.92% | 1.92% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXIOM INVESTORS LLC /DE | History | No change | 1,469,074 | 93,726 | 0.81% | 0.81% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | No change | 1,456,148 | 92,902 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 1,420,838 | 90,649 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 1,385,050 | 88,366 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 1,217,411 | 77,670 | 2.09% | 2.09% | 18 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,158,200 | 73,893 | 0.1% | 0.1% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 1,111,795 | 70,932 | 0.11% | 0.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 1,109,718 | 70,800 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1,095,409 | 69,887 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Artemis Investment Management LLP | History | Reduced | 917,262 | 69,088 | 0.6% | 0.72% | 23 | -344,423 | -27.3% | Q3 2026 | Oct 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,039,670 | 66,330 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 954,082 | 60,870 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coronation Fund Managers Ltd. | History | Added to | 739,069 | 55,666 | 2.15% | 1.49% | 26 | +125,779 | 20.51% | Q3 2026 | Oct 27, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 706,625 | 53,222 | 0.06% | 0.0% | 27 | +677,882 | 2358.42% | Q3 2026 | Oct 20, 2026 |
| MARSHALL WACE, LLP | History | No change | 792,379 | 50,553 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 741,178 | 47,287 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 703,501 | 44,883 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 581,390 | 37,092 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 490,033 | 36,909 | 0.01% | 0.01% | 32 | +11,321 | 2.36% | Q3 2026 | Nov 04, 2026 |
| DnB Asset Management AS | History | No change | 562,840 | 35,909 | 0.1% | 0.1% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 554,063 | 35,349 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Graham Capital Management, L.P. | History | No change | 504,172 | 32,166 | 0.59% | 0.59% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPX Gestao de Recursos Ltda | History | No change | 503,225 | 32,105 | 3.58% | 3.58% | 36 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| JANE STREET GROUP, LLC | History | No change | 483,971 | 30,877 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 479,264 | 30,577 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Carrhae Capital LLP | History | Reduced | 403,071 | 30,359 | 0.98% | 3.58% | 39 | -1,626,695 | -80.14% | Q3 2026 | Oct 20, 2026 |
| RWC ASSET ADVISORS (US) LLC | History | Reduced | 379,715 | 28,600 | 7.58% | 11.76% | 40 | -448,906 | -54.18% | Q3 2026 | Oct 22, 2026 |
| OAKTREE CAPITAL MANAGEMENT LP | History | No change | 439,706 | 28,053 | 0.39% | 0.39% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 403,205 | 25,724 | 0.23% | 0.23% | 42 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TimesSquare Capital Management, LLC | History | Reduced | 312,252 | 23,518 | 0.38% | 0.35% | 43 | -62,926 | -16.77% | Q3 2026 | Nov 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 307,366 | 19,609 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 280,988 | 17,927 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 269,551 | 17,197 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aubrey Capital Management Ltd | History | Reduced | 216,622 | 16,315 | 14.16% | 9.34% | 47 | -16,986 | -7.27% | Q3 2026 | Oct 19, 2026 |
| NORTHERN TRUST CORP | History | No change | 247,341 | 15,780 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 219,872 | 14,029 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Reduced | 179,207 | 13,497 | 0.02% | 0.04% | 50 | -165,764 | -48.05% | Q3 2026 | Oct 21, 2026 |
| Vontobel Holding Ltd. | History | Added to | 174,546 | 13,146 | 0.05% | 0.02% | 51 | +57,629 | 49.29% | Q3 2026 | Oct 16, 2026 |
| PEAK6 LLC | History | No change | 201,081 | 12,828 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 199,520 | 12,729 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 194,234 | 12,392 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| RWC Asset Management LLP | History | Reduced | 155,818 | 11,736 | 0.44% | 0.81% | 55 | -180,673 | -53.69% | Q3 2026 | Oct 22, 2026 |
| Kapitalo Investimentos Ltda | History | Reduced | 149,888 | 11,289 | 1.28% | 1.05% | 56 | -109,267 | -42.16% | Q3 2026 | Oct 20, 2026 |
| Tidal Investments LLC | History | No change | 169,442 | 10,810 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 160,442 | 10,236 | 1.38% | 1.38% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Wealth Planning, LLC | History | No change | 147,423 | 9,405 | 0.05% | 0.05% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 144,997 | 9,250 | 1.92% | 1.92% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 124,014 | 9,188 | 0.01% | 0.01% | 61 | -10,187 | -7.59% | Q3 2026 | Nov 04, 2026 |
| Nordwand Advisors, LLC | History | Added to | 121,915 | 9,182 | 1.46% | 1.19% | 62 | +750 | 0.62% | Q3 2026 | Nov 04, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 132,215 | 8,435 | 0.88% | 0.88% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 131,567 | 8,393 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 129,421 | 8,257 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Zweig-DiMenna Associates LLC | History | No change | 122,161 | 7,793 | 0.71% | 0.71% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 117,284 | 7,482 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | No change | 101,153 | 6,453 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eurizon SLJ Capital Ltd | History | No change | 99,643 | 6,357 | 2.34% | 2.34% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 96,707 | 6,169 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gradient Investments LLC | History | Reduced | 79,979 | 6,024 | 0.09% | 0.07% | 71 | -3,554 | -4.25% | Q3 2026 | Oct 08, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | Reduced | 77,750 | 5,856 | 0.91% | 0.75% | 72 | -2,000 | -2.51% | Q3 2026 | Oct 26, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 89,383 | 5,702 | 0.45% | 0.45% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 87,231 | 5,565 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 86,139 | 5,353 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 81,091 | 5,173 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 79,440 | 5,068 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 79,380 | 5,064 | 0.06% | 0.06% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 78,729 | 5,022 | 0.48% | 0.48% | 79 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Future Fund LLC | History | No change | 78,151 | 4,986 | 1.43% | 1.43% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Congress Park Capital LLC | History | Reduced | 64,093 | 4,827 | 1.27% | 1.19% | 81 | -5,110 | -7.38% | Q3 2026 | Oct 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 73,139 | 4,666 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 72,307 | 4,613 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 70,399 | 4,490 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAM Holding AG | History | New | 59,458 | 4,478 | 0.37% | — | 85 | +59,458 | New | Q3 2026 | Nov 03, 2026 |
| FMR LLC | History | No change | 69,345 | 4,424 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 69,102 | 4,408 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 67,700 | 4,319 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Added to | 57,276 | 4,314 | 0.67% | 0.55% | 89 | +480 | 0.85% | Q3 2026 | Oct 29, 2026 |
| Artisan Partners Limited Partnership | History | No change | 67,612 | 4,313 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 65,181 | 4,102 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| U S GLOBAL INVESTORS INC | History | Reduced | 54,263 | 4,087 | 0.41% | 0.45% | 92 | -19,719 | -26.65% | Q3 2026 | Oct 22, 2026 |
| XTX Topco Ltd | History | No change | 63,165 | 4,029 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Reduced | 52,100 | 3,924 | 1.99% | 1.74% | 94 | -300 | -0.57% | Q3 2026 | Oct 13, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Added to | 51,365 | 3,868 | 0.03% | 0.01% | 95 | +28,018 | 120.01% | Q3 2026 | Oct 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 59,633 | 3,804 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Achmea Investment Management B.V. | History | New | 49,917 | 3,762 | 0.03% | — | 97 | +49,917 | New | Q3 2026 | Oct 30, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 58,515 | 3,733 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 55,746 | 3,556 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 43,382 | 3,267 | 0.07% | 0.02% | 100 | +23,939 | 123.12% | Q3 2026 | Oct 16, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 50,807 | 3,241 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LBP AM SA | History | No change | 50,161 | 3,200 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Leibman Financial Services, Inc. | History | Added to | 40,618 | 3,059 | 2.11% | 1.7% | 103 | +442 | 1.1% | Q3 2026 | Oct 13, 2026 |
| HRT FINANCIAL LP | History | No change | 47,656 | 3,040 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 39,811 | 2,998 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SMA Capital LLC | History | No change | 46,000 | 2,934 | 1.23% | 1.23% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 45,504 | 2,900 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GKV Capital Management Co., Inc. | History | No change | 44,380 | 2,831 | 0.91% | 0.91% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Neuberger Berman Group LLC | History | No change | 44,565 | 2,805 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| American Trust Investment Advisors, LLC | History | No change | 41,150 | 2,625 | 1.3% | 1.3% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 41,066 | 2,620 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 40,415 | 2,578 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ulysses Management LLC | History | No change | 40,000 | 2,552 | 0.5% | 0.5% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | No change | 40,000 | 2,552 | 0.16% | 0.16% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 39,255 | 2,504 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 32,985 | 2,484 | 0.45% | 0.39% | 116 | +200 | 0.61% | Q3 2026 | Oct 13, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | No change | 38,431 | 2,451 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 37,132 | 2,369 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| One Capital Management, LLC | History | No change | 39,516 | 2,344 | 0.07% | 0.07% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 36,268 | 2,313 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Brookstone Capital Management | History | New | 30,602 | 2,304 | 0.02% | — | 121 | +30,602 | New | Q3 2026 | Oct 22, 2026 |
| AMS Capital Ltda | History | No change | 35,715 | 2,279 | 0.78% | 0.78% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Engineers Gate Manager LP | History | No change | 33,999 | 2,169 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 28,567 | 2,151 | 0.0% | 0.0% | 124 | +2,679 | 10.35% | Q3 2026 | Nov 02, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 32,715 | 2,087 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PINNBROOK CAPITAL MANAGEMENT LP | History | No change | 31,700 | 2,022 | 0.22% | 0.22% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oaktree Fund Advisors, LLC | History | No change | 30,856 | 1,968 | 3.4% | 3.4% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 29,778 | 1,899 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 26,329 | 1,897 | 0.3% | 0.27% | 129 | -85 | -0.32% | Q3 2026 | Nov 03, 2026 |
| Vident Advisory, LLC | History | No change | 29,195 | 1,862 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 29,100 | 1,856 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlpenGlobal Capital LLC | History | No change | 27,973 | 1,784 | 1.14% | 1.14% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 22,904 | 1,725 | 0.0% | 0.0% | 133 | -527 | -2.25% | Q3 2026 | Nov 02, 2026 |
| BRIGHTON JONES LLC | History | Added to | 21,916 | 1,650 | 0.03% | 0.02% | 134 | +8,701 | 65.84% | Q3 2026 | Nov 03, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | No change | 103,000 | 1,628 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 21,152 | 1,593 | 0.27% | 0.26% | 136 | -22 | -0.1% | Q3 2026 | Nov 03, 2026 |
| Perpetual Ltd | History | Added to | 20,981 | 1,580 | 0.02% | 0.02% | 137 | +916 | 4.57% | Q3 2026 | Oct 13, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 20,647 | 1,555 | 0.34% | 0.29% | 138 | -201 | -0.96% | Q3 2026 | Oct 08, 2026 |
| Callan Family Office, LLC | History | No change | 24,226 | 1,545 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IPG Investment Advisors LLC | History | No change | 20,300 | 1,536 | 0.22% | 0.19% | 140 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 22,578 | 1,440 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Walleye Capital LLC | History | No change | 20,894 | 1,333 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Employees Retirement System of Texas | History | No change | 20,700 | 1,321 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Calamos Advisors LLC | History | New | 20,700 | 1,320 | 0.0% | — | 144 | +20,700 | New | Q3 2026 | Nov 02, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 20,300 | 1,290 | 0.36% | 0.36% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 20,200 | 1,288 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 20,105 | 1,282 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cetera Investment Advisers | History | No change | 19,541 | 1,246 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AustralianSuper Pty Ltd | History | No change | 19,528 | 1,245 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bleakley Financial Group, LLC | History | No change | 18,915 | 1,206 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 18,879 | 1,204 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 17,415 | 1,111 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 17,414 | 1,111 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 17,289 | 1,103 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LVW Advisors, LLC | History | Added to | 13,775 | 1,037 | 0.09% | 0.04% | 155 | +6,591 | 91.75% | Q3 2026 | Oct 19, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 16,060 | 1,024 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 15,871 | 1,012 | 0.05% | 0.05% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 13,321 | 1,003 | 0.01% | 0.01% | 158 | -12 | -0.09% | Q3 2026 | Nov 05, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | No change | 15,658 | 998 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 13,000 | 979 | 0.0% | 0.0% | 160 | -6,000 | -31.58% | Q3 2026 | Oct 29, 2026 |
| Qube Research & Technologies Ltd | History | No change | 15,358 | 979 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shay Capital LLC | History | No change | 15,000 | 957 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 14,960 | 954 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | No change | 14,701 | 937 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| National Wealth Management Group, LLC | History | No change | 12,100 | 911 | 0.26% | 0.24% | 165 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 13,970 | 891 | 0.06% | 0.06% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| X-Square Capital, LLC | History | No change | 13,907 | 887 | 0.23% | 0.23% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 13,131 | 837 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 12,866 | 820 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Added to | 10,831 | 815 | 0.0% | 0.0% | 170 | +1,140 | 11.76% | Q3 2026 | Nov 04, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 10,775 | 811 | 0.01% | 0.01% | 171 | +261 | 2.48% | Q3 2026 | Oct 27, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 12,496 | 797 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 10,497 | 790 | 0.0% | 0.0% | 173 | -5,847 | -35.77% | Q3 2026 | Oct 28, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 10,319 | 777 | 0.0% | 0.0% | 174 | +6,221 | 151.81% | Q3 2026 | Nov 04, 2026 |
| Corient IA LP | History | No change | 11,900 | 759 | 0.7% | 0.7% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 11,762 | 750 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cottage Street Advisors LLC | History | Added to | 9,915 | 746 | 0.29% | 0.24% | 177 | +15 | 0.15% | Q3 2026 | Oct 16, 2026 |
| Advisory Services Network, LLC | History | No change | 11,125 | 709 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| StoneX Group Inc. | History | Added to | 9,443 | 708 | 0.03% | 0.02% | 179 | +1 | 0.01% | Q3 2026 | Nov 03, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 9,334 | 703 | 0.03% | 0.02% | 180 | +3,267 | 53.85% | Q3 2026 | Nov 02, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 9,230 | 695 | 0.05% | 0.04% | 181 | +479 | 5.47% | Q3 2026 | Oct 26, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 9,200 | 692 | 0.46% | 0.36% | 182 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 9,071 | 686 | 0.09% | 0.13% | 183 | +23 | 0.25% | Q3 2026 | Nov 04, 2026 |
| Atria Investments, Inc | History | Added to | 8,958 | 674 | 0.01% | 0.01% | 184 | +472 | 5.56% | Q3 2026 | Oct 15, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 9,276 | 668 | 0.01% | 0.09% | 186 | -66,881 | -87.82% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 9,276 | 668 | 0.01% | 0.09% | 187 | -66,881 | -87.82% | Q3 2026 | Oct 20, 2026 |
| RHUMBLINE ADVISERS | History | No change | 10,481 | 668 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | No change | 10,400 | 663 | 0.35% | 0.35% | 188 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 8,692 | 654 | 0.02% | 0.02% | 189 | -1,057 | -10.84% | Q3 2026 | Oct 28, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 8,656 | 651 | 0.07% | 0.06% | 190 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 10,165 | 648 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 9,996 | 637 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,297 | 631 | 0.0% | 0.0% | 193 | +5,517 | 62.84% | Q3 2026 | Oct 13, 2026 |
| SG Americas Securities, LLC | History | No change | 9,686 | 618 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 9,676 | 617 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | Added to | 8,103 | 610 | 0.01% | 0.01% | 196 | +141 | 1.77% | Q3 2026 | Oct 15, 2026 |
| MBA Advisors LLC | History | Reduced | 7,861 | 592 | 0.19% | 0.17% | 197 | -284 | -3.49% | Q3 2026 | Oct 29, 2026 |
| ALLIANZ SE | History | No change | 9,261 | 590 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 8,093 | 581 | 0.02% | 0.01% | 199 | -373 | -4.41% | Q3 2026 | Oct 20, 2026 |
| Empowered Funds, LLC | History | No change | 8,970 | 572 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlueCrest Capital Management Ltd | History | No change | 8,840 | 563 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 8,404 | 536 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 7,083 | 533 | 0.02% | 0.01% | 203 | +2,438 | 52.49% | Q3 2026 | Oct 23, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 8,361 | 533 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,313 | 530 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Americana Partners, LLC | History | Added to | 6,935 | 522 | 0.01% | 0.01% | 206 | +110 | 1.61% | Q3 2026 | Oct 28, 2026 |
| BESSEMER GROUP INC | History | No change | 8,109 | 518 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ethic Inc. | History | Added to | 6,877 | 517 | 0.01% | 0.0% | 208 | +1,665 | 31.95% | Q3 2026 | Nov 03, 2026 |
| Ballentine Partners, LLC | History | No change | 7,896 | 503 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 7,827 | 499 | 0.05% | 0.05% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, LLC | History | No change | 7,786 | 496 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fox Hill Wealth Management | History | No change | 7,471 | 476 | 0.19% | 0.19% | 212 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Compound Planning, Inc. | History | No change | 7,437 | 474 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| C WorldWide Group Holding A/S | History | Reduced | 6,254 | 471 | 0.01% | 0.01% | 214 | -163 | -2.54% | Q3 2026 | Nov 04, 2026 |
| Militia Capital Management LLC | History | No change | 7,310 | 466 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steadtrust LLC | History | No change | 7,300 | 465 | 0.24% | 0.24% | 216 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 6,148 | 463 | 0.01% | 0.01% | 217 | -36 | -0.58% | Q3 2026 | Oct 23, 2026 |
| Eastover Investment Advisors LLC | History | Reduced | 5,884 | 443 | 0.17% | 0.16% | 218 | -622 | -9.56% | Q3 2026 | Oct 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,869 | 442 | 0.0% | 0.0% | 219 | -276 | -4.49% | Q3 2026 | Oct 30, 2026 |
| Marex Group Ltd | History | No change | 6,800 | 433 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | No change | 6,618 | 422 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,297 | 403 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GeoWealth Management, LLC | History | No change | 6,226 | 397 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,212 | 396 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ABS Investment Management LLC | History | No change | 6,200 | 395 | 0.25% | 0.25% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | No change | 6,150 | 392 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 6,053 | 386 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 5,120 | 385 | 0.02% | 0.02% | 228 | -251 | -4.67% | Q3 2026 | Oct 28, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 5,400 | 383 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 5,842 | 373 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,831 | 372 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Havemeyer Place LP | History | No change | 5,694 | 363 | 0.04% | 0.04% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Holistic Financial Partners | History | No change | 5,688 | 362 | 0.22% | 0.22% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Systrade AG | History | New | 4,603 | 346 | 0.18% | — | 234 | +4,603 | New | Q3 2026 | Oct 09, 2026 |
| Qtron Investments LLC | History | No change | 5,283 | 337 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,394 | 331 | 0.0% | 0.0% | 236 | -1,142 | -20.63% | Q3 2026 | Nov 02, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 5,158 | 329 | 0.05% | 0.05% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,110 | 326 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,048 | 322 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Investment Advisors / MI | History | No change | 5,022 | 320 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aureus Asset Management, LLC | History | No change | 5,000 | 319 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vann Equity Management LLC | History | Added to | 4,232 | 318 | 0.19% | 0.16% | 242 | +38 | 0.91% | Q3 2026 | Oct 07, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 4,200 | 316 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 4,872 | 310 | 0.09% | 0.09% | 244 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| State of Wyoming | History | Reduced | 4,078 | 307 | 0.02% | 0.04% | 245 | -1,800 | -30.62% | Q3 2026 | Oct 28, 2026 |
| Vise Technologies, Inc. | History | New | 4,059 | 305 | 0.0% | — | 246 | +4,059 | New | Q3 2026 | Oct 28, 2026 |
| CHOREO, LLC | History | Added to | 4,037 | 300 | 0.0% | 0.0% | 247 | +270 | 7.17% | Q3 2026 | Oct 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,989 | 300 | 0.0% | 0.0% | 248 | +11 | 0.28% | Q3 2026 | Oct 08, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 4,661 | 297 | 0.11% | 0.11% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mattson Financial Services, LLC | History | No change | 4,577 | 294 | 0.06% | 0.06% | 250 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gleason Group, Inc. | History | No change | 3,776 | 284 | 0.03% | 0.02% | 251 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| World Investment Advisors | History | No change | 4,780 | 283 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLI - Banque de Luxembourg Investments | History | No change | 4,500 | 280 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 4,365 | 278 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TORONTO DOMINION BANK | History | No change | 4,272 | 272 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brown Financial Advisors | History | No change | 4,181 | 266 | 0.09% | 0.09% | 256 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 4,123 | 263 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 3,317 | 249 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| IEQ CAPITAL, LLC | History | No change | 3,910 | 249 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hamilton Wealth, LLC | History | No change | 3,773 | 240 | 0.04% | 0.04% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 3,627 | 231 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,602 | 229 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D'Orazio & Associates, Inc. | History | New | 2,921 | 220 | 0.02% | — | 264 | +2,921 | New | Q3 2026 | Nov 04, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 3,455 | 220 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,324 | 212 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clear Creek Financial Management, LLC | History | New | 2,773 | 208 | 0.02% | — | 266 | +2,773 | New | Q3 2026 | Oct 28, 2026 |
| HB Wealth Management, LLC | History | New | 2,767 | 208 | 0.0% | — | 267 | +2,767 | New | Q3 2026 | Oct 23, 2026 |
| AG Asset Advisory, LLC | History | No change | 3,250 | 207 | 0.17% | 0.17% | 268 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rossby Financial, LCC | History | No change | 3,218 | 205 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,676 | 201 | 0.0% | 0.0% | 270 | +148 | 5.85% | Q3 2026 | Oct 21, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 3,146 | 200 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bogart Wealth, LLC | History | No change | 3,000 | 191 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Legal & General Group Plc | History | No change | 2,760 | 176 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | No change | 2,670 | 170 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bayforest Capital Ltd | History | Added to | 2,032 | 153 | 0.23% | 0.03% | 275 | +1,467 | 259.65% | Q3 2026 | Nov 03, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,928 | 145 | 0.0% | 0.0% | 276 | +163 | 9.24% | Q3 2026 | Nov 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,195 | 140 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 1,804 | 135 | 0.01% | — | 278 | +1,804 | New | Q3 2026 | Nov 05, 2026 |
| Inspire Investing, LLC | History | Added to | 1,619 | 121 | 0.01% | 0.0% | 279 | +88 | 5.75% | Q3 2026 | Oct 22, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 1,694 | 108 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,343 | 101 | 0.0% | 0.0% | 281 | -12 | -0.89% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 1,552 | 98 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 1,200 | 90 | 0.0% | 0.0% | 283 | -10 | -0.83% | Q3 2026 | Oct 29, 2026 |
| Lavaca Capital LLC | History | No change | 1,352 | 86 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 1,321 | 84 | 0.05% | 0.05% | 285 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,300 | 82 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 1,000 | 77 | 0.0% | — | 287 | +1,000 | New | Q3 2026 | Oct 27, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 1,100 | 70 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 881 | 66 | 0.0% | 0.0% | 289 | +222 | 33.69% | Q3 2026 | Oct 08, 2026 |
| WPG Advisers, LLC | History | Reduced | 772 | 58 | 0.03% | 0.03% | 290 | -34 | -4.22% | Q3 2026 | Oct 27, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 561 | 42 | 0.03% | 0.02% | 291 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 567 | 36 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ascentis Independent Advisors | History | New | 463 | 34 | 0.0% | — | 294 | +463 | New | Q3 2026 | Nov 03, 2026 |
| BFC Planning, Inc. | History | No change | 535 | 34 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Leonteq Securities AG | History | Reduced | 432 | 32 | 0.0% | 0.0% | 297 | -189 | -30.43% | Q3 2026 | Oct 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 506 | 32 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 513 | 32 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, LP | History | No change | 476 | 30 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bullock Wealth Management Group | History | No change | 396 | 29 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Larson Financial Group LLC | History | No change | 448 | 28 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 381 | 24 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 282 | 21 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 300 | 19 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 300 | 19 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 250 | 18 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 225 | 17 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 206 | 15 | 0.0% | 0.0% | 307 | -2,163 | -91.3% | Q3 2026 | Nov 04, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | New | 170 | 13 | 0.0% | — | 309 | +170 | New | Q3 2026 | Oct 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 175 | 13 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 188 | 12 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 196 | 12 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 173 | 11 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 175 | 11 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 186 | 11 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grove Bank & Trust | History | No change | 141 | 10 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Root Financial Partners, LLC | History | New | 121 | 9 | 0.0% | — | 318 | +121 | New | Q3 2026 | Oct 21, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 121 | 9 | 0.0% | 0.0% | 316 | +24 | 24.74% | Q3 2026 | Oct 23, 2026 |
| Continuum Advisory, LLC | History | No change | 151 | 9 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trust Co | History | No change | 107 | 8 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| MTM Investment Management, LLC | History | No change | 113 | 8 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| SJS Investment Consulting Inc. | History | No change | 118 | 8 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 120 | 7 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| LRI Investments, LLC | History | No change | 113 | 7 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rakuten Securities, Inc. | History | Added to | 80 | 6 | 0.0% | 0.0% | 325 | +44 | 122.22% | Q3 2026 | Nov 02, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 104 | 6 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 78 | 5 | 0.0% | — | 331 | +78 | New | Q3 2026 | Oct 27, 2026 |
| BARCLAYS PLC | History | No change | 83 | 5 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 92 | 5 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 68 | 5 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Aventura Private Wealth, LLC | History | No change | 79 | 5 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | Added to | 58 | 4 | 0.0% | 0.0% | 332 | +7 | 13.73% | Q3 2026 | Oct 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 72 | 4 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 66 | 4 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Synergy Investment Management, LLC | History | No change | 70 | 4 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Family Offices, LLP | History | New | 50 | 3 | 0.0% | — | 339 | +50 | New | Q3 2026 | Nov 02, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 46 | 3 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 28 | 2 | 0.0% | 0.0% | 344 | -138 | -83.13% | Q3 2026 | Nov 03, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 39 | 2 | 0.0% | — | 346 | +39 | New | Q3 2026 | Oct 15, 2026 |
| Markowski Investments | History | New | 37 | 2 | 0.0% | — | 347 | +37 | New | Q3 2026 | Oct 30, 2026 |
| COUNTRY TRUST BANK | History | Added to | 35 | 2 | 0.0% | — | 340 | +20 | 133.33% | Q3 2026 | Oct 30, 2026 |
| Westside Investment Management, Inc. | History | No change | 32 | 2 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Dunhill Financial, LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WealthCollab, LLC | History | No change | 36 | 2 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 31 | 2 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Versant Capital Management, Inc | History | New | 17 | 1 | 0.0% | — | 359 | +17 | New | Q3 2026 | Oct 01, 2026 |
| DeDora Capital, Inc. | History | New | 16 | 1 | 0.0% | — | 358 | +16 | New | Q3 2026 | Oct 26, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 25 | 1 | 0.0% | 0.0% | 352 | -14 | -35.9% | Q3 2026 | Oct 13, 2026 |
| True Wealth Design, LLC | History | Added to | 25 | 1 | 0.0% | — | 354 | +10 | 66.67% | Q3 2026 | Oct 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 18 | 1 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SHP Wealth Management | History | No change | 31 | 1 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bell Investment Advisors, Inc | History | No change | 26 | 1 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| SWAN Capital LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | No change | 15 | 1 | 0.0% | — | 355 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Copia Wealth Management | History | No change | 17 | 1 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Fundamenta Capital S.A. | History | Closed out | 0 | 0 | — | 5.78% | — | -156,126 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Pictet Asset Management Holding SA | History | Closed out | 0 | 0 | — | 0.01% | — | -95,028 | -100.0% | Q3 2026 | Nov 03, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,372 | -100.0% | Q3 2026 | Nov 05, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -16,200 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -6,129 | -100.0% | Q3 2026 | Nov 03, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,918 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -3,647 | -100.0% | Q3 2026 | Oct 29, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q3 2026 | Oct 14, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2026 | Oct 23, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Clark Wealth Partners | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Oct 16, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Bangor Savings Bank | History | Reduced | 5 | 0 | — | — | — | -5 | -50.0% | Q3 2026 | Oct 06, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 13, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 27, 2026 |
| IMA Advisory Services, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Capital Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Horizon Investments, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| West Branch Capital LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| High Note Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |