Eos Energy Enterprises, Inc. - EOSE
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 | Added to | 27,130,305 | 159,526 | 0.0% | 0.0% | 1 | +3,046,526 | 12.65% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 22,288,290 | 131,055 | 0.01% | 0.01% | 2 | +1,886,409 | 9.25% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 19,154,130 | 112,626 | 0.01% | 0.01% | 3 | +1,199,158 | 6.68% | Q2 2026 | Sep 02, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 15,021,392 | 88,325 | 0.0% | 0.0% | 4 | +185,955 | 1.25% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 13,709,583 | 80,612 | 0.06% | 0.06% | 5 | -1,290,118 | -8.6% | Q2 2026 | Aug 14, 2026 |
| Hudson Bay Capital Management LP | History | New | 13,683,634 | 80,459 | 0.22% | — | 6 | +13,683,634 | New | Q2 2026 | Aug 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Reduced | 13,556,010 | 79,709 | 0.46% | 0.54% | 7 | -1,313,160 | -8.83% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | Added to | 10,667,329 | 62,723 | 0.07% | 0.04% | 8 | +5,786,873 | 118.57% | Q2 2026 | Aug 03, 2026 |
| STATE STREET CORP | History | Added to | 10,154,935 | 59,711 | 0.0% | 0.0% | 9 | +2,137,005 | 26.65% | Q2 2026 | Sep 22, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 9,233,500 | 54,292 | 0.0% | 0.0% | 10 | +1,828,438 | 24.69% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 8,894,922 | 52,311 | 0.0% | 0.0% | 11 | +1,082,028 | 13.85% | Q2 2026 | Aug 12, 2026 |
| Electron Capital Partners, LLC | History | Added to | 6,681,859 | 39,289 | 1.57% | 1.04% | 12 | +1,302,198 | 24.21% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | Added to | 6,443,184 | 37,885 | 0.18% | 0.17% | 13 | +505,084 | 8.51% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 5,313,829 | 31,245 | 0.0% | 0.0% | 14 | +2,353,045 | 79.47% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 4,418,639 | 25,981 | 0.02% | 0.02% | 15 | +280,084 | 6.77% | Q2 2026 | Aug 12, 2026 |
| Crystal Cove Asset Management, LLC | History | Reduced | 4,285,181 | 25,196 | 27.49% | 34.65% | 16 | -1,529,806 | -26.31% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 3,908,447 | 22,981 | 0.0% | 0.0% | 17 | +2,010,974 | 105.98% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Added to | 3,899,815 | 22,930 | 0.0% | 0.0% | 18 | +2,854,116 | 272.94% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | Added to | 3,566,446 | 20,970 | 0.38% | 0.32% | 19 | +911,346 | 34.32% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 3,289,703 | 19,343 | 0.0% | 0.0% | 20 | +446,895 | 15.72% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,906,986 | 17,093 | 0.0% | 0.0% | 21 | +417,041 | 16.75% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,831,969 | 16,651 | 0.0% | 0.0% | 22 | +200,898 | 7.64% | Q2 2026 | Aug 14, 2026 |
| Ursa Fund Management, LLC | History | New | 2,743,959 | 16,134 | 1.26% | — | 23 | +2,743,959 | New | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 2,698,200 | 15,865 | 0.02% | 0.02% | 24 | -436,500 | -13.92% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,515,677 | 15,238 | 0.02% | 0.01% | 25 | +1,660,254 | 194.09% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,573,001 | 15,129 | 0.02% | 0.01% | 26 | +1,204,500 | 88.02% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 2,504,036 | 14,723 | 0.01% | 0.01% | 27 | -582,503 | -18.87% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 2,435,848 | 14,322 | 0.0% | 0.0% | 28 | +194,707 | 8.69% | Q2 2026 | Aug 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 2,335,999 | 13,735 | 0.06% | 0.05% | 29 | +110,907 | 4.98% | Q2 2026 | Aug 13, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 2,044,968 | 12,024 | 0.03% | 0.01% | 30 | +1,350,000 | 194.25% | Q2 2026 | Aug 14, 2026 |
| Polar Capital Holdings Plc | History | Added to | 2,010,000 | 11,818 | 0.03% | 0.03% | 31 | +320,000 | 18.93% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 2,004,017 | 11,783 | 0.08% | — | 32 | +2,004,017 | New | Q2 2026 | Aug 14, 2026 |
| Cable Car Capital, LP | History | New | 2,000,000 | 11,760 | 0.25% | — | 33 | +2,000,000 | New | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 1,592,940 | 9,366 | 0.0% | 0.0% | 34 | -56,127 | -3.4% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,424,155 | 8,374 | 0.0% | 0.01% | 35 | -1,563,419 | -52.33% | Q2 2026 | Aug 14, 2026 |
| DnB Asset Management AS | History | Added to | 1,303,796 | 7,666 | 0.02% | 0.02% | 36 | +112,328 | 9.43% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,275,000 | 7,496 | 0.0% | 0.0% | 37 | +27,452 | 2.2% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,240,664 | 7,295 | 0.0% | 0.0% | 38 | +256,335 | 26.04% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | New | 1,223,405 | 7,194 | 0.0% | — | 39 | +1,223,405 | New | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 1,221,783 | 7,184 | 0.09% | 0.01% | 40 | +1,112,337 | 1016.33% | Q2 2026 | Aug 14, 2026 |
| BARINGS LLC | History | No change | 1,204,430 | 7,082 | 0.13% | 0.1% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MASTERS CAPITAL MANAGEMENT LLC | History | New | 1,200,000 | 7,056 | 0.18% | — | 42 | +1,200,000 | New | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | New | 1,166,288 | 6,857 | 0.57% | — | 43 | +1,166,288 | New | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,155,515 | 6,794 | 0.0% | 0.0% | 44 | +954,828 | 475.78% | Q2 2026 | Aug 14, 2026 |
| DLD Asset Management, LP | History | Reduced | 1,100,000 | 6,468 | 0.43% | 0.54% | 45 | -100,000 | -8.33% | Q2 2026 | Aug 12, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 1,076,715 | 6,331 | 0.12% | 0.11% | 46 | +73,625 | 7.34% | Q2 2026 | Jul 28, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,061,192 | 6,239 | 0.01% | 0.03% | 47 | -1,946,222 | -64.71% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Added to | 1,057,846 | 6,220 | 0.0% | 0.0% | 48 | +322,627 | 43.88% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 940,515 | 5,530 | 0.0% | 0.0% | 49 | +60,995 | 6.94% | Q2 2026 | Aug 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 936,963 | 5,509 | 0.0% | 0.01% | 50 | -600,643 | -39.06% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | Reduced | 895,105 | 5,263 | 0.01% | 0.01% | 51 | -182,965 | -16.97% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 863,479 | 5,077 | 0.01% | 0.01% | 52 | +74,338 | 9.42% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 833,561 | 4,901 | 0.0% | 0.0% | 53 | -1,891,732 | -69.41% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 803,271 | 4,723 | 0.0% | 0.0% | 54 | +126,304 | 18.66% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | Added to | 797,211 | 4,687 | 0.0% | 0.0% | 55 | +221,104 | 38.38% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 787,444 | 4,630 | 0.0% | 0.0% | 56 | +217,763 | 38.23% | Q2 2026 | Aug 13, 2026 |
| Shay Capital LLC | History | Added to | 785,600 | 4,619 | 0.3% | 0.28% | 57 | +105,065 | 15.44% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 769,096 | 4,522 | 0.01% | 0.01% | 58 | -164,682 | -17.64% | Q2 2026 | Aug 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 750,010 | 4,410 | 0.01% | 0.02% | 59 | -1,796,491 | -70.55% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | Reduced | 728,639 | 4,284 | 0.02% | 0.09% | 60 | -2,031,321 | -73.6% | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | Added to | 695,559 | 4,089 | 0.02% | 0.0% | 61 | +555,559 | 396.83% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | New | 695,014 | 4,086 | 0.02% | — | 62 | +695,014 | New | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Added to | 681,300 | 4,006 | 0.0% | 0.0% | 63 | +42,300 | 6.62% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | Added to | 649,111 | 3,816 | 0.01% | 0.0% | 64 | +390,461 | 150.96% | Q2 2026 | Aug 13, 2026 |
| Bridgewater Associates, LP | History | New | 633,125 | 3,722 | 0.02% | — | 65 | +633,125 | New | Q2 2026 | Aug 14, 2026 |
| Defiance ETFs, LLC | History | Added to | 637,143 | 3,536 | 0.05% | 0.02% | 66 | +408,437 | 178.59% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 580,394 | 3,412 | 0.0% | 0.0% | 67 | +50,265 | 9.48% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | Added to | 573,249 | 3,370 | 0.01% | 0.0% | 68 | +554,390 | 2939.66% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 558,108 | 3,281 | 0.01% | 0.02% | 69 | -435,531 | -43.83% | Q2 2026 | Aug 12, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | Added to | 550,000 | 3,227 | 0.34% | 0.19% | 70 | +250,000 | 83.33% | Q2 2026 | Jul 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 529,010 | 3,111 | 0.0% | 0.0% | 71 | +107,845 | 25.61% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Reduced | 508,306 | 2,988 | 0.01% | 0.01% | 72 | -3,739 | -0.73% | Q2 2026 | Jul 29, 2026 |
| Alpine Global Management, LLC | History | New | 500,000 | 2,940 | 0.48% | — | 74 | +500,000 | New | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | No change | 500,000 | 2,940 | 0.0% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 481,768 | 2,832 | 0.0% | 0.0% | 75 | +195,171 | 68.1% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 471,565 | 2,773 | 0.0% | 0.0% | 76 | -561,891 | -54.37% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 430,575 | 2,716 | 0.0% | 0.0% | 77 | -21,860 | -4.83% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Added to | 458,749 | 2,697 | 0.01% | 0.01% | 78 | +15,337 | 3.46% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 440,514 | 2,590 | 0.0% | 0.0% | 79 | -388,402 | -46.86% | Q2 2026 | Aug 06, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 438,202 | 2,576 | 0.14% | — | 80 | +438,202 | New | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 421,554 | 2,478 | 0.0% | 0.0% | 81 | +56,023 | 15.33% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 393,643 | 2,314 | 0.0% | 0.0% | 82 | +107,842 | 37.73% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 392,054 | 2,305 | 0.0% | 0.0% | 83 | +15,953 | 4.24% | Q2 2026 | Aug 24, 2026 |
| SIG BROKERAGE, LP | History | Added to | 374,800 | 2,203 | 0.04% | 0.03% | 84 | +179,800 | 92.21% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 373,872 | 2,198 | 0.0% | 0.03% | 85 | -6,237,623 | -94.35% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 361,676 | 2,126 | 0.01% | 0.01% | 86 | +10,281 | 2.93% | Q2 2026 | Jul 28, 2026 |
| XTX Topco Ltd | History | Reduced | 344,261 | 2,024 | 0.03% | 0.04% | 87 | -134,154 | -28.04% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 400,400 | 1,985 | 0.0% | 0.0% | 88 | +45,400 | 12.79% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 323,639 | 1,902 | 0.0% | 0.0% | 89 | +9,832 | 3.13% | Q2 2026 | Aug 14, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 312,005 | 1,834 | 0.01% | 0.01% | 90 | +103,084 | 49.34% | Q2 2026 | Aug 14, 2026 |
| National Philanthropic Trust | History | Added to | 293,806 | 1,727 | 0.02% | 0.01% | 91 | +47,160 | 19.12% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 287,330 | 1,689 | 0.02% | 0.05% | 92 | -373,410 | -56.51% | Q2 2026 | Aug 13, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | New | 263,146 | 1,547 | 0.02% | — | 93 | +263,146 | New | Q2 2026 | Aug 14, 2026 |
| Sagefield Capital LP | History | Added to | 252,617 | 1,485 | 0.11% | 0.09% | 94 | +8,696 | 3.57% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 238,012 | 1,399 | 0.0% | 0.0% | 95 | +23,248 | 10.82% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 237,883 | 1,398 | 0.01% | 0.01% | 96 | +105,618 | 79.85% | Q2 2026 | Aug 14, 2026 |
| WESBANCO BANK INC | History | New | 228,500 | 1,343 | 0.03% | — | 97 | +228,500 | New | Q2 2026 | Jul 28, 2026 |
| Lido Advisors, LLC | History | Reduced | 217,121 | 1,276 | 0.0% | 0.0% | 98 | -12,168 | -5.31% | Q2 2026 | Aug 07, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 214,242 | 1,259 | 0.0% | — | 99 | +214,242 | New | Q2 2026 | Aug 14, 2026 |
| J. Goldman & Co LP | History | New | 210,755 | 1,239 | 0.03% | — | 100 | +210,755 | New | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 205,015 | 1,205 | 0.0% | 0.0% | 101 | -184,458 | -47.36% | Q2 2026 | Aug 03, 2026 |
| MetLife Investment Management, LLC | History | Added to | 202,012 | 1,187 | 0.01% | 0.0% | 102 | +38,835 | 23.8% | Q2 2026 | Aug 13, 2026 |
| J. Safra Sarasin Holding AG | History | New | 201,602 | 1,185 | 0.02% | — | 103 | +201,602 | New | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 200,793 | 1,180 | 0.01% | 0.0% | 104 | +10,853 | 5.71% | Q2 2026 | Aug 18, 2026 |
| Arosa Capital Management LP | History | Reduced | 200,000 | 1,176 | 0.21% | 0.55% | 105 | -526,033 | -72.45% | Q2 2026 | Aug 14, 2026 |
| FourThought Financial Partners, LLC | History | No change | 198,656 | 1,168 | 0.09% | 0.08% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 193,111 | 1,135 | 0.0% | 0.0% | 107 | +27,272 | 16.44% | Q2 2026 | Sep 09, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 192,673 | 1,132 | 0.01% | 0.01% | 108 | +34,650 | 21.93% | Q2 2026 | Aug 17, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 179,284 | 1,054 | 0.01% | 0.01% | 109 | +810 | 0.45% | Q2 2026 | Aug 07, 2026 |
| Cresset Asset Management, LLC | History | Added to | 171,075 | 1,005 | 0.0% | 0.0% | 110 | +32,687 | 23.62% | Q2 2026 | Aug 14, 2026 |
| Clearline Capital LP | History | No change | 156,811 | 922 | 0.06% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | New | 156,538 | 920 | 0.03% | — | 112 | +156,538 | New | Q2 2026 | Aug 07, 2026 |
| Skaana Management L.P. | History | Reduced | 153,746 | 904 | 0.19% | 0.37% | 113 | -69,500 | -31.13% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 152,000 | 893 | 0.0% | 0.0% | 114 | -21,000 | -12.14% | Q2 2026 | Jul 31, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 147,564 | 867 | 0.0% | 0.0% | 115 | +66,858 | 82.84% | Q2 2026 | Aug 11, 2026 |
| Handelsbanken Fonder AB | History | Added to | 147,500 | 867 | 0.0% | 0.0% | 116 | +46,700 | 46.33% | Q2 2026 | Jul 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 147,585 | 867 | 0.0% | 0.0% | 117 | +22,199 | 17.7% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 146,949 | 864 | 0.05% | 0.08% | 118 | -100,115 | -40.52% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 142,670 | 839 | 0.0% | 0.0% | 119 | +96,158 | 206.74% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 142,317 | 836 | 0.0% | 0.0% | 120 | +82,720 | 138.8% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 139,111 | 817 | 0.03% | 0.02% | 121 | +50,861 | 57.63% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 134,743 | 792 | 0.01% | 0.01% | 122 | +16,110 | 13.58% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 131,834 | 775 | 0.0% | 0.0% | 123 | -64,579 | -32.88% | Q2 2026 | Aug 04, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 129,717 | 762 | 0.0% | 0.0% | 124 | -37,151 | -22.26% | Q2 2026 | Aug 13, 2026 |
| Clear Street Group Inc. | History | Reduced | 127,839 | 751 | 0.0% | 0.0% | 125 | -24,095 | -15.86% | Q2 2026 | Aug 12, 2026 |
| Walleye Capital LLC | History | Reduced | 127,076 | 747 | 0.0% | 0.0% | 126 | -8,569 | -6.32% | Q2 2026 | Aug 03, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 121,478 | 714 | 0.0% | 0.0% | 127 | +78,629 | 183.5% | Q2 2026 | Aug 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 119,669 | 703 | 0.1% | 0.03% | 128 | +83,084 | 227.1% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 118,234 | 695 | 0.0% | 0.0% | 129 | -255,015 | -68.32% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Added to | 118,053 | 694 | 0.03% | 0.04% | 130 | +10,465 | 9.73% | Q2 2026 | Aug 12, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 115,858 | 681 | 0.15% | 0.16% | 131 | +2,337 | 2.06% | Q2 2026 | Jul 17, 2026 |
| TORONTO DOMINION BANK | History | No change | 115,000 | 676 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | Added to | 112,550 | 661 | 0.06% | 0.06% | 133 | +2,000 | 1.81% | Q2 2026 | Jul 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 109,111 | 641 | 0.0% | 0.0% | 134 | +25,309 | 30.2% | Q2 2026 | Aug 06, 2026 |
| Headlands Technologies LLC | History | New | 106,105 | 623 | 0.07% | — | 135 | +106,105 | New | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 104,600 | 615 | 0.0% | 0.0% | 136 | +15,500 | 17.4% | Q2 2026 | Jul 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 101,667 | 597 | 0.0% | 0.0% | 137 | +18,607 | 22.4% | Q2 2026 | Jul 23, 2026 |
| Squarepoint Ops LLC | History | Reduced | 101,170 | 594 | 0.0% | 0.0% | 138 | -462,839 | -82.06% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 100,650 | 591 | 0.01% | 0.0% | 139 | +21,557 | 27.26% | Q2 2026 | Aug 10, 2026 |
| Centiva Capital, LP | History | Added to | 100,015 | 588 | 0.01% | 0.0% | 140 | +43,861 | 78.11% | Q2 2026 | Aug 13, 2026 |
| Schorn Wealth LLC | History | Reduced | 100,077 | 588 | 0.15% | 0.16% | 141 | -9,619 | -8.77% | Q2 2026 | Jul 31, 2026 |
| Lauer Wealth, LLC | History | Reduced | 129,920 | 557 | 0.33% | 0.81% | 143 | -131,500 | -50.3% | Q2 2026 | Jul 15, 2026 |
| Virtu Financial LLC | History | Added to | 94,778 | 557 | 0.02% | 0.02% | 142 | +3,564 | 3.91% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 93,679 | 550 | 0.0% | 0.0% | 144 | +4,657 | 5.23% | Q2 2026 | Aug 07, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 93,567 | 550 | 0.19% | 0.19% | 145 | -1,500 | -1.58% | Q2 2026 | Aug 04, 2026 |
| Corient Private Wealth LP | History | Reduced | 93,005 | 546 | 0.0% | 0.0% | 146 | -177,364 | -65.6% | Q2 2026 | Aug 27, 2026 |
| PEAK6 LLC | History | Reduced | 90,200 | 530 | 0.0% | 0.0% | 147 | -283,297 | -75.85% | Q2 2026 | Aug 12, 2026 |
| Jump Financial, LLC | History | Reduced | 88,104 | 518 | 0.0% | 0.02% | 148 | -200,981 | -69.52% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 88,008 | 517 | 0.0% | 0.0% | 149 | -1,029,881 | -92.13% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | New | 85,047 | 500 | 0.0% | — | 150 | +85,047 | New | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | Added to | 84,580 | 497 | 0.0% | 0.0% | 151 | +6,331 | 8.09% | Q2 2026 | Aug 13, 2026 |
| CANTOR FITZGERALD, L. P. | History | New | 79,519 | 467 | 0.01% | — | 152 | +79,519 | New | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Added to | 78,019 | 458 | 0.0% | 0.0% | 153 | +19,050 | 32.31% | Q2 2026 | Aug 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 77,600 | 456 | 0.0% | 0.0% | 154 | -14,000 | -15.28% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | Reduced | 76,758 | 451 | 0.01% | 0.0% | 155 | -629 | -0.81% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 73,474 | 432 | 0.0% | 0.0% | 156 | +31,022 | 73.08% | Q2 2026 | Aug 13, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Added to | 72,100 | 423 | 0.21% | 0.07% | 157 | +37,630 | 109.17% | Q2 2026 | Aug 14, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 71,995 | 423 | 0.13% | 0.12% | 158 | +5 | 0.01% | Q2 2026 | Jul 24, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 70,000 | 411 | 0.0% | 0.01% | 159 | -30,000 | -30.0% | Q2 2026 | Jul 27, 2026 |
| Interval Partners, LP | History | New | 68,941 | 405 | 0.01% | — | 160 | +68,941 | New | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 67,615 | 397 | 0.0% | 0.0% | 161 | -5,149 | -7.08% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 67,501 | 396 | 0.0% | 0.0% | 162 | +1 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 66,176 | 389 | 0.0% | 0.0% | 163 | +12,789 | 23.96% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 65,777 | 386 | 0.0% | 0.0% | 164 | -11,889 | -15.31% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 65,644 | 385 | 0.0% | 0.0% | 165 | +9,333 | 16.57% | Q2 2026 | Aug 17, 2026 |
| Dockside LLC | History | Reduced | 64,215 | 377 | 0.09% | 0.08% | 166 | -826 | -1.27% | Q2 2026 | Aug 03, 2026 |
| ADAMS NATURAL RESOURCES FUND, INC. | History | No change | 62,600 | 368 | 0.05% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Reduced | 60,735 | 357 | 0.3% | 0.31% | 168 | -3,599 | -5.59% | Q2 2026 | Jul 21, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | New | 60,425 | 355 | 0.05% | — | 169 | +60,425 | New | Q2 2026 | Aug 06, 2026 |
| Harvest Portfolios Group Inc. | History | Added to | 59,659 | 350 | 0.0% | 0.0% | 170 | +34,130 | 133.69% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | Added to | 59,246 | 348 | 0.0% | 0.0% | 171 | +12,691 | 27.26% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 56,655 | 333 | 0.0% | 0.0% | 172 | +8,650 | 18.02% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 53,038 | 311 | 0.0% | 0.0% | 173 | +5,247 | 10.98% | Q2 2026 | Jul 27, 2026 |
| Pictet Asset Management Holding SA | History | No change | 52,409 | 308 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vontobel Holding Ltd. | History | New | 51,397 | 302 | 0.0% | — | 175 | +51,397 | New | Q2 2026 | Aug 03, 2026 |
| Fulcrum Asset Management LLP | History | New | 48,924 | 297 | 0.03% | — | 176 | +48,924 | New | Q2 2026 | Aug 18, 2026 |
| Almitas Capital LLC | History | New | 50,000 | 294 | 0.07% | — | 177 | +50,000 | New | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 49,442 | 290 | 0.02% | 0.03% | 179 | -13,346 | -21.26% | Q2 2026 | Aug 14, 2026 |
| Nokomis Capital, L.L.C. | History | No change | 49,400 | 290 | 0.1% | 0.07% | 178 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 49,045 | 288 | 0.09% | 0.09% | 180 | -800 | -1.6% | Q2 2026 | Jul 16, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 46,300 | 272 | 0.02% | 0.02% | 181 | -1,285 | -2.7% | Q2 2026 | Jul 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 45,457 | 267 | 0.0% | 0.0% | 182 | -95,075 | -67.65% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 45,000 | 264 | 0.01% | 0.01% | 183 | -5,000 | -10.0% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | Reduced | 44,093 | 259 | 0.1% | 0.1% | 184 | -9,387 | -17.55% | Q2 2026 | Aug 14, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 44,000 | 258 | 0.05% | 0.02% | 185 | +24,300 | 123.35% | Q2 2026 | Jul 31, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 43,817 | 257 | 0.0% | 0.0% | 186 | -1,608 | -3.54% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 42,335 | 248 | 0.0% | 0.0% | 187 | -3,101 | -6.82% | Q2 2026 | Jul 29, 2026 |
| ALLSTATE CORP | History | Added to | 41,962 | 246 | 0.0% | 0.0% | 188 | +49 | 0.12% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 41,156 | 242 | 0.0% | 0.0% | 189 | +7,586 | 22.6% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 40,232 | 236 | 0.0% | 0.0% | 190 | -982 | -2.38% | Q2 2026 | Aug 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 38,884 | 228 | 0.0% | — | 191 | +38,884 | New | Q2 2026 | Aug 06, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 38,724 | 227 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 38,531 | 226 | 0.0% | 0.0% | 193 | +497 | 1.31% | Q2 2026 | Aug 07, 2026 |
| CenterBook Partners LP | History | New | 36,298 | 213 | 0.01% | — | 194 | +36,298 | New | Q2 2026 | Aug 11, 2026 |
| Rinkey Investments | History | Reduced | 35,877 | 210 | 0.05% | 0.06% | 195 | -9,000 | -20.05% | Q2 2026 | Jul 20, 2026 |
| Havemeyer Place LP | History | New | 35,339 | 207 | 0.02% | — | 196 | +35,339 | New | Q2 2026 | Aug 13, 2026 |
| Militia Capital Management LLC | History | Added to | 35,100 | 206 | 0.01% | 0.01% | 197 | +5,000 | 16.61% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | New | 34,721 | 204 | 0.0% | — | 198 | +34,721 | New | Q2 2026 | Aug 12, 2026 |
| XPONANCE LLC | History | Added to | 33,839 | 198 | 0.0% | 0.0% | 199 | +5,586 | 19.77% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | Reduced | 33,410 | 196 | 0.0% | 0.0% | 200 | -58,796 | -63.77% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 32,060 | 189 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apella Capital, LLC | History | Added to | 39,777 | 188 | 0.0% | 0.0% | 203 | +25,084 | 170.72% | Q2 2026 | Jul 08, 2026 |
| SG Americas Securities, LLC | History | Added to | 32,034 | 188 | 0.0% | 0.0% | 202 | +1,175 | 3.81% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 31,283 | 183 | 0.0% | 0.0% | 204 | +5,783 | 22.68% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 30,717 | 180 | 0.0% | — | 205 | +30,717 | New | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 30,492 | 179 | 0.0% | — | 206 | +30,492 | New | Q2 2026 | Aug 10, 2026 |
| Innovative Asset Advisors Group, LLC | History | Added to | 30,500 | 179 | 0.08% | 0.06% | 207 | +8,000 | 35.56% | Q2 2026 | Aug 05, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | New | 30,239 | 177 | 0.05% | — | 208 | +30,239 | New | Q2 2026 | Aug 10, 2026 |
| CSS LLC/IL | History | Added to | 30,000 | 176 | 0.01% | 0.0% | 210 | +10,000 | 50.0% | Q2 2026 | Aug 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 30,000 | 176 | 0.01% | 0.01% | 209 | +2,500 | 9.09% | Q2 2026 | Aug 05, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 29,613 | 174 | 0.0% | 0.0% | 211 | -67,353 | -69.46% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | New | 28,753 | 169 | 0.01% | — | 212 | +28,753 | New | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 28,424 | 167 | 0.0% | 0.0% | 213 | +2,476 | 9.54% | Q2 2026 | Aug 11, 2026 |
| Amundi | History | No change | 26,586 | 156 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 26,355 | 154 | 0.0% | 0.0% | 215 | +3,721 | 16.44% | Q2 2026 | Aug 04, 2026 |
| State of Wyoming | History | New | 26,137 | 153 | 0.02% | — | 216 | +26,137 | New | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 25,961 | 152 | 0.0% | 0.01% | 217 | -76,442 | -74.65% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 25,831 | 151 | 0.0% | 0.0% | 218 | +3,459 | 15.46% | Q2 2026 | Aug 13, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | New | 25,533 | 150 | 0.06% | — | 219 | +25,533 | New | Q2 2026 | Aug 14, 2026 |
| AlphaGrep UK Ltd | History | New | 24,725 | 145 | 0.04% | — | 220 | +24,725 | New | Q2 2026 | Aug 14, 2026 |
| Byrne Asset Management LLC | History | New | 24,100 | 141 | 0.08% | — | 221 | +24,100 | New | Q2 2026 | Jul 07, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 23,422 | 137 | 0.0% | 0.0% | 222 | +2,793 | 13.54% | Q2 2026 | Jul 29, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 23,275 | 136 | 0.03% | 0.03% | 223 | -17 | -0.07% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 30,766 | 135 | 0.0% | 0.0% | 225 | +174 | 0.57% | Q2 2026 | Jul 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 23,000 | 135 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 22,841 | 134 | 0.0% | 0.0% | 226 | -1,365 | -5.64% | Q2 2026 | Jul 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 22,785 | 133 | 0.0% | 0.0% | 227 | -1,208 | -5.03% | Q2 2026 | Aug 06, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 22,011 | 129 | 0.0% | 0.02% | 228 | -113,367 | -83.74% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 21,600 | 127 | 0.0% | 0.0% | 229 | -6,832 | -24.03% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | Added to | 21,350 | 125 | 0.0% | 0.0% | 230 | +3,022 | 16.49% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 20,650 | 121 | 0.0% | 0.0% | 232 | -3,500 | -14.49% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 20,715 | 121 | 0.0% | 0.0% | 231 | -820 | -3.81% | Q2 2026 | Sep 23, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | New | 20,000 | 117 | 0.0% | — | 234 | +20,000 | New | Q2 2026 | Jul 30, 2026 |
| Hodges Capital Management Inc. | History | New | 20,000 | 117 | 0.01% | — | 235 | +20,000 | New | Q2 2026 | Aug 03, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 19,900 | 117 | 0.0% | — | 236 | +19,900 | New | Q2 2026 | Jul 17, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 20,000 | 117 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Belvedere Trading LLC | History | New | 19,691 | 115 | 0.0% | — | 237 | +19,691 | New | Q2 2026 | Jul 31, 2026 |
| WESPAC Advisors, LLC | History | Added to | 19,398 | 114 | 0.06% | 0.05% | 238 | +1,420 | 7.9% | Q2 2026 | Aug 10, 2026 |
| Souders Financial Advisors | History | Added to | 19,087 | 112 | 0.01% | 0.01% | 239 | +1,000 | 5.53% | Q2 2026 | Aug 05, 2026 |
| Neuberger Berman Group LLC | History | Added to | 18,942 | 111 | 0.0% | 0.0% | 240 | +1,778 | 10.36% | Q2 2026 | Aug 13, 2026 |
| Gainplan LLC | History | Added to | 18,860 | 110 | 0.04% | 0.04% | 241 | +6,599 | 53.82% | Q2 2026 | Jul 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 18,399 | 109 | 0.0% | 0.0% | 242 | -11,799 | -39.07% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 18,223 | 107 | 0.0% | 0.0% | 243 | +2,884 | 18.8% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 18,046 | 106 | 0.01% | — | 244 | +18,046 | New | Q2 2026 | Aug 14, 2026 |
| Black Maple Capital Management LP | History | New | 18,000 | 105 | 0.06% | — | 245 | +18,000 | New | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,914 | 99 | 0.0% | 0.0% | 246 | +11,490 | 211.84% | Q2 2026 | Jul 17, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 16,760 | 98 | 0.0% | 0.0% | 247 | +3,975 | 31.09% | Q2 2026 | Jul 22, 2026 |
| NewEdge Wealth, LLC | History | No change | 16,790 | 98 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 17,309 | 96 | 0.0% | 0.0% | 249 | +1,384 | 8.69% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 16,169 | 95 | 0.0% | 0.0% | 250 | -16,698 | -50.8% | Q2 2026 | Aug 13, 2026 |
| KPP Advisory Services LLC | History | Reduced | 16,130 | 94 | 0.01% | 0.01% | 251 | -350 | -2.12% | Q2 2026 | Jul 24, 2026 |
| CIBC Asset Management Inc | History | New | 15,623 | 91 | 0.0% | — | 252 | +15,623 | New | Q2 2026 | Aug 03, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 15,361 | 90 | 0.0% | — | 253 | +15,361 | New | Q2 2026 | Aug 06, 2026 |
| BROWN ADVISORY INC | History | Reduced | 15,000 | 88 | 0.0% | 0.0% | 254 | -5,000 | -25.0% | Q2 2026 | Aug 14, 2026 |
| Ledgewood Wealth Advisors, LLC | History | No change | 15,000 | 88 | 0.05% | 0.04% | 255 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 14,819 | 87 | 0.0% | 0.0% | 256 | +1,818 | 13.98% | Q2 2026 | Aug 13, 2026 |
| Net Worth Advisory Group | History | Reduced | 14,833 | 87 | 0.02% | 0.02% | 257 | -1,236 | -7.69% | Q2 2026 | Jul 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 14,698 | 86 | 0.0% | — | 258 | +14,698 | New | Q2 2026 | Jul 21, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 14,630 | 86 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 14,600 | 85 | 0.0% | 0.0% | 260 | -3,099 | -17.51% | Q2 2026 | Aug 13, 2026 |
| R Squared Ltd | History | New | 14,454 | 84 | 0.04% | — | 262 | +14,454 | New | Q2 2026 | Aug 05, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 14,445 | 84 | 0.01% | 0.01% | 263 | +878 | 6.47% | Q2 2026 | Jul 31, 2026 |
| Prospera Financial Services Inc | History | Added to | 14,300 | 84 | 0.0% | 0.0% | 261 | +80 | 0.56% | Q2 2026 | Jul 15, 2026 |
| Worth Venture Partners, LLC | History | New | 14,060 | 82 | 0.18% | — | 264 | +14,060 | New | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13,899 | 81 | 0.0% | 0.0% | 265 | +4,322 | 45.13% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 13,639 | 80 | 0.0% | — | 266 | +13,639 | New | Q2 2026 | Aug 19, 2026 |
| Empowered Funds, LLC | History | Added to | 13,453 | 79 | 0.0% | 0.0% | 267 | +50 | 0.37% | Q2 2026 | Aug 14, 2026 |
| Focused Wealth Management, Inc | History | Added to | 13,307 | 78 | 0.01% | 0.01% | 268 | +39 | 0.29% | Q2 2026 | Aug 06, 2026 |
| MONECO ADVISORS, LLC | History | No change | 13,300 | 78 | 0.0% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M&T BANK CORP | History | New | 13,150 | 77 | 0.0% | — | 270 | +13,150 | New | Q2 2026 | Aug 04, 2026 |
| Inscription Capital, LLC | History | Added to | 13,265 | 77 | 0.01% | 0.01% | 271 | +1,015 | 8.29% | Q2 2026 | Aug 13, 2026 |
| Annandale Capital, LLC | History | New | 12,870 | 76 | 0.01% | — | 272 | +12,870 | New | Q2 2026 | Aug 13, 2026 |
| Embree Financial Group | History | Reduced | 12,890 | 75 | 0.01% | 0.01% | 273 | -5,610 | -30.32% | Q2 2026 | Jul 15, 2026 |
| CHOREO, LLC | History | Added to | 12,463 | 73 | 0.0% | 0.0% | 274 | +155 | 1.26% | Q2 2026 | Aug 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 12,224 | 71 | 0.0% | 0.0% | 276 | -84,882 | -87.41% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 12,108 | 71 | 0.0% | 0.0% | 277 | -20,028 | -62.32% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | New | 12,100 | 71 | 0.0% | — | 278 | +12,100 | New | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 12,200 | 71 | 0.0% | 0.0% | 275 | -808 | -6.21% | Q2 2026 | Jul 28, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 12,008 | 70 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 11,633 | 68 | 0.01% | — | 281 | +11,633 | New | Q2 2026 | Jul 31, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | New | 11,610 | 68 | 0.0% | — | 280 | +11,610 | New | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 18,522 | 68 | 0.0% | 0.0% | 282 | -962 | -4.94% | Q2 2026 | Jul 29, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 11,443 | 67 | 0.01% | 0.02% | 283 | -16,665 | -59.29% | Q2 2026 | Jul 24, 2026 |
| nVerses Capital, LLC | History | New | 11,317 | 66 | 0.1% | — | 284 | +11,317 | New | Q2 2026 | Aug 04, 2026 |
| Abel Hall, LLC | History | Added to | 11,380 | 66 | 0.01% | 0.01% | 285 | +33 | 0.29% | Q2 2026 | Jul 24, 2026 |
| Private Advisor Group, LLC | History | Reduced | 11,201 | 65 | 0.0% | 0.0% | 287 | -77,863 | -87.42% | Q2 2026 | Jul 27, 2026 |
| FRANKLIN RESOURCES INC | History | New | 11,204 | 65 | 0.0% | — | 286 | +11,204 | New | Q2 2026 | Aug 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 11,042 | 64 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 10,862 | 63 | 0.0% | — | 289 | +10,862 | New | Q2 2026 | Aug 14, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | New | 10,660 | 62 | 0.0% | — | 290 | +10,660 | New | Q2 2026 | Jul 31, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 10,327 | 60 | 0.0% | 0.0% | 291 | +216 | 2.14% | Q2 2026 | Aug 10, 2026 |
| Nykredit A/S | History | New | 10,185 | 59 | 0.0% | — | 293 | +10,185 | New | Q2 2026 | Sep 08, 2026 |
| KBC Group NV | History | No change | 10,014 | 59 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KFA Private Wealth Group, LLC | History | No change | 10,000 | 58 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Square, LLC | History | Reduced | 12,860 | 56 | 0.02% | 0.05% | 295 | -880 | -6.4% | Q2 2026 | Aug 12, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 8,472 | 49 | 0.02% | 0.02% | 296 | -1,874 | -18.11% | Q2 2026 | Jul 23, 2026 |
| STANCE CAPITAL LLC | History | Added to | 7,763 | 45 | 0.01% | 0.01% | 297 | +1,592 | 25.8% | Q2 2026 | Aug 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 6,550 | 38 | 0.0% | 0.0% | 298 | -1,185 | -15.32% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 5,625 | 33 | 0.0% | 0.0% | 299 | +3,235 | 135.36% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,464 | 32 | 0.0% | 0.0% | 300 | +20 | 0.37% | Q2 2026 | Aug 05, 2026 |
| BESSEMER GROUP INC | History | No change | 5,044 | 30 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | New | 5,029 | 29 | 0.0% | — | 302 | +5,029 | New | Q2 2026 | Aug 06, 2026 |
| Copia Wealth Management | History | Reduced | 5,006 | 29 | 0.02% | 0.02% | 303 | -229 | -4.37% | Q2 2026 | Aug 17, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 4,600 | 27 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Added to | 4,300 | 25 | 0.0% | 0.0% | 305 | +2,860 | 198.61% | Q2 2026 | Aug 11, 2026 |
| WealthCollab, LLC | History | Reduced | 4,028 | 23 | 0.01% | 0.01% | 306 | -510 | -11.24% | Q2 2026 | Aug 10, 2026 |
| Strategic Advocates LLC | History | New | 3,000 | 17 | 0.07% | — | 308 | +3,000 | New | Q2 2026 | Aug 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 2,940 | 17 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Legacy Bridge, LLC | History | No change | 2,800 | 16 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,630 | 15 | 0.0% | 0.0% | 311 | -430 | -14.05% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,687 | 15 | 0.0% | 0.0% | 310 | +44 | 1.66% | Q2 2026 | Aug 10, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 2,443 | 14 | 0.0% | 0.0% | 312 | -319 | -11.55% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 2,267 | 13 | 0.0% | — | 314 | +2,171 | 2261.46% | Q2 2026 | Jul 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,282 | 13 | 0.0% | 0.0% | 315 | -2,095 | -47.86% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 2,270 | 13 | 0.0% | 0.0% | 313 | -529 | -18.9% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | New | 2,095 | 12 | 0.0% | — | 316 | +2,095 | New | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,143 | 12 | 0.0% | 0.0% | 317 | -312 | -12.71% | Q2 2026 | Jul 07, 2026 |
| Your Advocates Ltd., LLP | History | New | 2,000 | 11 | 0.0% | — | 318 | +2,000 | New | Q2 2026 | Aug 05, 2026 |
| Truvestments Capital LLC | History | New | 1,600 | 9 | 0.0% | — | 320 | +1,600 | New | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,585 | 9 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| US BANCORP \DE\ | History | Added to | 1,382 | 8 | 0.0% | 0.0% | 321 | +591 | 74.72% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,392 | 8 | 0.0% | 0.0% | 322 | +101 | 7.82% | Q2 2026 | Jul 24, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,210 | 7 | 0.0% | 0.0% | 323 | -791 | -39.53% | Q2 2026 | Jul 28, 2026 |
| TFC Financial Management, Inc. | History | New | 1,126 | 6 | 0.0% | — | 325 | +1,126 | New | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | New | 1,101 | 6 | 0.0% | — | 324 | +1,101 | New | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 1,000 | 5 | 0.0% | — | 326 | +1,000 | New | Q2 2026 | Jul 28, 2026 |
| Spire Wealth Management | History | New | 961 | 5 | 0.0% | — | 328 | +961 | New | Q2 2026 | Jul 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 886 | 5 | 0.0% | 0.0% | 327 | -173 | -16.34% | Q2 2026 | Jul 20, 2026 |
| Larson Financial Group LLC | History | Added to | 696 | 4 | 0.0% | 0.0% | 330 | +11 | 1.61% | Q2 2026 | Aug 14, 2026 |
| Anchor Investment Management, LLC | History | Added to | 830 | 4 | 0.0% | 0.0% | 329 | +10 | 1.22% | Q2 2026 | Sep 15, 2026 |
| Avion Wealth | History | Added to | 671 | 3 | 0.0% | — | 333 | +567 | 545.19% | Q2 2026 | Jul 31, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 516 | 3 | 0.0% | 0.0% | 331 | -7 | -1.34% | Q2 2026 | Aug 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 610 | 3 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strive Financial Group ,LLC | History | No change | 575 | 3 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | New | 504 | 2 | 0.0% | — | 335 | +504 | New | Q2 2026 | Jul 23, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 500 | 2 | 0.0% | — | 338 | +500 | New | Q2 2026 | Aug 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 500 | 2 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MCF Advisors LLC | History | No change | 501 | 2 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 236 | 1 | 0.0% | 0.0% | 339 | -99 | -29.55% | Q2 2026 | Jul 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 244 | 1 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Financial Management LLC | History | No change | 211 | 1 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.06% | — | -5,194,562 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,444,846 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,845,231 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -1,607,820 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SHARIAPORTFOLIO, INC. | History | Closed out | 0 | 0 | — | 0.45% | — | -204,784 | -100.0% | Q2 2026 | Aug 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140,956 | -100.0% | Q1 2026 | May 18, 2026 |
| Kultura Capital Management LP | History | Closed out | 0 | 0 | — | 0.08% | — | -102,600 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -80,885 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -60,918 | -100.0% | Q2 2026 | Aug 10, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -46,056 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -35,728 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -33,627 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Blackstone Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -32,605 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,202 | -100.0% | Q2 2026 | Sep 08, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,179 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,472 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Carmignac Gestion | History | Closed out | 0 | 0 | — | — | — | -26,000 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -24,639 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,291 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Carmel Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -24,100 | -100.0% | Q2 2026 | Jul 29, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -22,687 | -100.0% | Q2 2026 | Aug 06, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -21,800 | -100.0% | Q2 2026 | Aug 25, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,174 | -100.0% | Q2 2026 | Jul 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,305 | -100.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.04% | — | -17,087 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Hanson & Doremus Investment Management | History | Closed out | 0 | 0 | — | 0.01% | — | -15,500 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Teamwork Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,101 | -100.0% | Q2 2026 | Jul 08, 2026 |
| PINNACLE ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -10,255 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Resurgent Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,150 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,184 | -100.0% | Q1 2026 | May 14, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,906 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Basecamp Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -792 | -100.0% | Q2 2026 | Aug 14, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -722 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -336 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Elequin Capital, LP | History | Reduced | 29 | 0 | — | 0.0% | — | -301 | -91.21% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | Reduced | 1 | 0 | — | — | — | -123 | -99.19% | Q2 2026 | Aug 07, 2026 |
| RMG Wealth Management LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Added to | 68 | 0 | — | — | — | +55 | 423.08% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 2 | 0 | — | — | — | -55 | -96.49% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Reduced | 25 | 0 | — | — | — | -45 | -64.29% | Q2 2026 | Aug 10, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -44 | -100.0% | Q2 2026 | Jul 27, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 35 | 0 | — | — | — | +35 | New | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Arlington Trust Co LLC | History | Reduced | 26 | 0 | — | — | — | -18 | -40.91% | Q2 2026 | Jul 07, 2026 |
| Bay Harbor Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q2 2026 | Jul 28, 2026 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Luminist Capital LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q2 2026 | Aug 07, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 159 | 0 | — | — | — | -11 | -6.47% | Q2 2026 | Jul 22, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2026 | Aug 11, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Jul 16, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Hughes Financial Services, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q2 2026 | Jul 20, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 120 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 130 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rossby Financial, LCC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |