EPR PROPERTIES - EPR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 10,800,073 | 610,196 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 6,809,179 | 395,000 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 3,810,709 | 222,221 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,441,922 | 199,665 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 2,148,163 | 124,614 | 0.15% | 0.15% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 1,966,967 | 114,104 | 0.21% | 0.21% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,660,236 | 96,330 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,535,465 | 89,072 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,487,023 | 86,262 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,369,256 | 79,430 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,336,730 | 77,543 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management LP | History | No change | 2,708,270 | 74,268 | 0.78% | 0.78% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 1,118,808 | 64,904 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,094,415 | 63,487 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 1,049,147 | 60,040 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 986,761 | 57,242 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 963,880 | 55,914 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WASATCH ADVISORS LP | History | No change | 951,109 | 55,173 | 0.36% | 0.36% | 18 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JPMORGAN CHASE & CO | History | No change | 873,402 | 51,758 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 876,667 | 50,855 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 732,611 | 42,426 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 723,947 | 37,401 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 535,169 | 31,045 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisors Capital Management, LLC | History | No change | 527,078 | 30,575 | 0.32% | 0.32% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 483,990 | 28,076 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 467,653 | 27,128 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aberdeen Group plc | History | No change | 458,021 | 26,569 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GOLDENTREE ASSET MANAGEMENT LP | History | No change | 448,299 | 25,963 | 1.51% | 1.51% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 439,734 | 25,508 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 418,847 | 24,297 | 0.29% | 0.29% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 401,496 | 23,290 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Legal & General Group Plc | History | No change | 380,005 | 22,044 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 345,400 | 20,036 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAMDEN ASSET MANAGEMENT L P /CA | History | No change | 724,313 | 19,905 | 0.58% | 0.58% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 287,981 | 16,705 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 263,213 | 15,327 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 260,615 | 15,118 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 255,216 | 14,805 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aequim Alternative Investments LP | History | No change | 511,692 | 13,550 | 0.21% | 0.21% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 227,330 | 13,187 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 224,665 | 13,032 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 223,183 | 12,946 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 219,797 | 12,751 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | No change | 217,783 | 12,633 | 0.18% | 0.18% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 215,870 | 12,522 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 209,286 | 12,140 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| APG Asset Management US Inc. | History | No change | 200,183 | 11,558 | 0.08% | 0.08% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 197,098 | 11,433 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 193,302 | 11,214 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 187,475 | 10,875 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 185,600 | 10,766 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 182,485 | 10,585 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 173,741 | 10,078 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 171,174 | 9,929 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 168,646 | 9,783 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 168,547 | 9,777 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 160,736 | 9,325 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 178,680 | 8,926 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 153,488 | 8,903 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 151,075 | 8,763 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 144,152 | 8,362 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 143,073 | 8,299 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 142,389 | 8,259 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 139,325 | 8,086 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 138,772 | 8,050 | 0.06% | 0.06% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 135,310 | 7,849 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 131,000 | 7,599 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 128,993 | 7,573 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 127,872 | 7,417 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 123,380 | 7,157 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 123,391 | 7,157 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 122,655 | 7,115 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 122,139 | 7,085 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 121,909 | 7,071 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 118,979 | 6,901 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 113,185 | 6,565 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 108,055 | 6,268 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LDR Capital Management LLC | History | No change | 200,954 | 6,212 | 7.17% | 7.17% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 104,833 | 6,081 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Asset Management One Co., Ltd. | History | No change | 104,494 | 6,061 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 183,506 | 5,881 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Skaana Management L.P. | History | No change | 196,369 | 5,765 | 1.24% | 1.24% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 104,146 | 5,671 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 96,089 | 5,576 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 90,525 | 5,251 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 90,510 | 5,250 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 88,573 | 5,138 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Apollo Management Holdings, L.P. | History | No change | 86,610 | 5,024 | 0.06% | 0.06% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 146,278 | 4,947 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 83,943 | 4,798 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 82,720 | 4,798 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 82,706 | 4,797 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | No change | 118,500 | 4,768 | 0.26% | 0.26% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 81,633 | 4,735 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 81,284 | 4,715 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Warberg Asset Management LLC | History | No change | 169,398 | 4,689 | 0.85% | 0.85% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 80,535 | 4,671 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Retirement Systems of Alabama | History | No change | 79,130 | 4,590 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | No change | 76,676 | 4,448 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MACQUARIE GROUP LTD | History | No change | 76,312 | 4,426 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 76,287 | 4,425 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ballast Asset Management, LP | History | No change | 74,891 | 4,344 | 1.73% | 1.73% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 74,176 | 4,302 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Swedbank AB | History | No change | 73,232 | 4,248 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 72,402 | 4,200 | 0.08% | 0.08% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 71,451 | 4,144 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 70,110 | 4,067 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 90,177 | 4,065 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 69,208 | 4,014 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 69,050 | 4,005 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DigitalBridge Group, Inc. | History | No change | 137,000 | 3,891 | 0.23% | 0.23% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 65,643 | 3,807 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 61,128 | 3,546 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | No change | 111,300 | 3,536 | 0.21% | 0.21% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 59,486 | 3,450 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 63,574 | 3,424 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 72,432 | 3,417 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| State of Alaska, Department of Revenue | History | No change | 58,211 | 3,373 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Edgestream Partners, L.P. | History | No change | 55,102 | 3,196 | 0.09% | 0.09% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 109,345 | 3,178 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Trail Advisors, LLC | History | No change | 53,780 | 3,119 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Midwest Professional Planners, LTD. | History | No change | 53,325 | 3,093 | 0.61% | 0.61% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 53,182 | 3,085 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 51,192 | 2,969 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 49,303 | 2,860 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 49,283 | 2,858 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | No change | 48,530 | 2,815 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 109,499 | 2,805 | 0.26% | 0.26% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 55,276 | 2,767 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HUB Investment Partners, LLC | History | No change | 47,244 | 2,740 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 85,194 | 2,706 | 0.52% | 0.52% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | No change | 46,171 | 2,678 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EFG International AG | History | No change | 46,081 | 2,674 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Convergence Investment Partners, LLC | History | No change | 44,971 | 2,608 | 0.25% | 0.25% | 134 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Amundi | History | No change | 44,084 | 2,557 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Financial Network, Inc. | History | No change | 42,394 | 2,459 | 0.08% | 0.08% | 136 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 42,101 | 2,442 | 0.07% | 0.07% | 137 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 41,831 | 2,426 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 41,737 | 2,421 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 40,756 | 2,364 | 0.1% | 0.1% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | No change | 40,748 | 2,363 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 45,311 | 2,356 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hudson Bay Capital Management LP | History | No change | 88,599 | 2,317 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 38,964 | 2,260 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 38,804 | 2,251 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 36,308 | 2,106 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 36,227 | 2,101 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 34,934 | 2,026 | 0.11% | 0.11% | 148 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 33,630 | 1,982 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMALGAMATED BANK | History | No change | 33,787 | 1,960 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IMC-Chicago, LLC | History | No change | 33,600 | 1,949 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jupiter Topco LLC | History | No change | 33,158 | 1,924 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 32,953 | 1,911 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 58,749 | 1,905 | 0.08% | 0.08% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 49,463 | 1,889 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 32,449 | 1,882 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Treasurer of the State of North Carolina | History | No change | 31,870 | 1,849 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgefront Capital, LLC | History | No change | 31,590 | 1,832 | 0.48% | 0.48% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COHEN & STEERS, INC. | History | No change | 57,085 | 1,814 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 31,147 | 1,806 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Daiwa Securities Group Inc. | History | No change | 30,727 | 1,782 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pensionfund PDN | History | Reduced | 30,962 | 1,738 | 1.02% | 0.98% | 162 | -2,000 | -6.07% | Q3 2026 | Oct 05, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 29,729 | 1,724 | 0.07% | 0.07% | 163 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 29,539 | 1,713 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 29,459 | 1,708 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 29,339 | 1,701 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 28,954 | 1,679 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 28,685 | 1,664 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 28,384 | 1,646 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 26,935 | 1,570 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Entropy Technologies, LP | History | No change | 26,696 | 1,548 | 0.06% | 0.06% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 26,629 | 1,544 | 0.34% | 0.34% | 172 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Engineers Gate Manager LP | History | No change | 26,432 | 1,533 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 26,236 | 1,521 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 26,000 | 1,508 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Diversify Advisory Services, LLC | History | No change | 23,524 | 1,492 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 23,524 | 1,492 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 23,803 | 1,475 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 25,168 | 1,460 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 24,201 | 1,403 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | No change | 22,400 | 1,299 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 21,978 | 1,274 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEAK6 LLC | History | No change | 21,823 | 1,265 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 21,594 | 1,253 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vestcor Inc | History | No change | 21,377 | 1,240 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 21,322 | 1,236 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 21,172 | 1,228 | 0.76% | 0.76% | 187 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Arizona State Retirement System | History | No change | 21,110 | 1,224 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SYON CAPITAL LLC | History | No change | 21,117 | 1,224 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oak Thistle LLC | History | No change | 21,056 | 1,221 | 0.12% | 0.12% | 190 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 21,061 | 1,221 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 20,688 | 1,200 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Metis Global Partners, LLC | History | No change | 19,953 | 1,157 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 19,697 | 1,142 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 19,313 | 1,120 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 19,267 | 1,117 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 19,003 | 1,102 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 18,900 | 1,101 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 18,940 | 1,098 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 18,764 | 1,088 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WINCAP FINANCIAL LLC | History | No change | 18,313 | 1,062 | 0.57% | 0.57% | 201 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Graham Capital Management, L.P. | History | No change | 18,101 | 1,050 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 17,889 | 1,037 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mariner, LLC | History | No change | 17,862 | 1,035 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 17,493 | 1,014 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 17,395 | 1,009 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kera Capital Partners, Inc. | History | No change | 17,390 | 1,008 | 0.1% | 0.1% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 17,210 | 998 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 16,995 | 985 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caprock Group, LLC | History | No change | 16,883 | 984 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| M&T BANK CORP | History | No change | 16,557 | 960 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Inscription Capital, LLC | History | No change | 16,276 | 944 | 0.08% | 0.08% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 16,193 | 939 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 15,880 | 926 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 15,834 | 918 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 15,586 | 904 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 15,485 | 898 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 15,379 | 892 | 0.06% | 0.06% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 15,300 | 888 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 17,938 | 881 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pensionfund Sabic | History | Reduced | 15,300 | 859 | 1.04% | 1.07% | 221 | -2,000 | -11.56% | Q3 2026 | Oct 05, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 14,509 | 841 | 0.26% | 0.26% | 222 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 14,845 | 833 | 0.07% | 0.07% | 223 | +685 | 4.84% | Q3 2026 | Oct 01, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 14,080 | 816 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 14,067 | 816 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Texas Yale Capital Corp. | History | No change | 14,050 | 815 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Byrne Asset Management LLC | History | Added to | 14,628 | 811 | 0.45% | 0.41% | 227 | +1,570 | 12.02% | Q3 2026 | Oct 06, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 13,853 | 807 | 0.05% | 0.05% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verdence Capital Advisors LLC | History | No change | 13,845 | 803 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 13,562 | 786 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 13,536 | 785 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sound Stewardship, LLC | History | No change | 13,500 | 783 | 0.32% | 0.32% | 232 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CERTUITY, LLC | History | No change | 13,424 | 778 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 13,399 | 777 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 13,300 | 771 | 0.13% | 0.13% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 13,200 | 765 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 12,987 | 753 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kovack Advisors, Inc. | History | No change | 12,818 | 740 | 0.04% | 0.04% | 238 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IEQ CAPITAL, LLC | History | No change | 12,465 | 723 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROOKFIELD Corp /ON/ | History | No change | 22,392 | 711 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFM Investors Pty Ltd | History | No change | 12,237 | 709 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 12,199 | 707 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 12,093 | 701 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 11,991 | 695 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BTC Capital Management, Inc. | History | No change | 11,886 | 689 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Abel Hall, LLC | History | No change | 11,861 | 688 | 0.12% | 0.12% | 246 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 11,840 | 686 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 11,499 | 667 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pictet Asset Management Holding SA | History | No change | 11,274 | 654 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 11,146 | 646 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INCEPTIONR LLC | History | No change | 11,133 | 645 | 0.16% | 0.16% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 10,850 | 629 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | No change | 10,855 | 629 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | No change | 10,800 | 627 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | No change | 10,688 | 620 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 10,652 | 617 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Groupe la Francaise | History | No change | 10,405 | 603 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 10,343 | 600 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 10,354 | 600 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacer Advisors, Inc. | History | No change | 10,144 | 588 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 10,000 | 580 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 10,318 | 579 | 0.05% | 0.05% | 262 | +636 | 6.57% | Q3 2026 | Oct 06, 2026 |
| CHOREO, LLC | History | No change | 9,984 | 579 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Optas, LLC | History | No change | 9,810 | 569 | 0.08% | 0.08% | 264 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hazelview Securities Inc. | History | No change | 9,622 | 568 | 0.08% | 0.08% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 9,746 | 565 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 9,746 | 565 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 9,640 | 559 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RFG Advisory, LLC | History | No change | 9,581 | 555 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Maridea Wealth Management LLC | History | No change | 9,556 | 554 | 0.06% | 0.06% | 270 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Teamwork Financial Advisors, LLC | History | No change | 9,262 | 537 | 0.05% | 0.05% | 271 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Private Advisor Group, LLC | History | No change | 9,219 | 534 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 9,154 | 531 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| XPONANCE LLC | History | No change | 9,135 | 529 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brevan Howard Capital Management LP | History | No change | 9,045 | 524 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | No change | 9,009 | 522 | 0.07% | 0.07% | 276 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UniSuper Management Pty Ltd | History | No change | 9,000 | 522 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 9,005 | 522 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 8,905 | 516 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CSS LLC/IL | History | No change | 8,867 | 514 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,797 | 510 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MRP Capital Investments, LLC | History | No change | 10,990 | 504 | 0.37% | 0.37% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Samalin Investment Counsel, LLC | History | No change | 8,681 | 503 | 0.16% | 0.16% | 283 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 12,615 | 498 | 0.07% | 0.07% | 284 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AXQ CAPITAL, LP | History | No change | 8,431 | 489 | 0.05% | 0.05% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waterloo Capital, L.P. | History | No change | 8,237 | 477 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 8,171 | 474 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 18,270 | 474 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 8,102 | 469 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lido Advisors, LLC | History | No change | 7,895 | 460 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 7,822 | 453 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Squarepoint Ops LLC | History | No change | 7,659 | 444 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Formidable Asset Management, LLC | History | No change | 7,651 | 443 | 0.07% | 0.07% | 293 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AlphaGrep UK Ltd | History | No change | 7,500 | 435 | 0.13% | 0.13% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 7,257 | 421 | 0.09% | 0.09% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 7,159 | 415 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frec Markets, Inc. | History | No change | 7,110 | 412 | 0.04% | 0.04% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eddie Patel Inc | History | No change | 6,967 | 404 | 0.24% | 0.24% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pallas Capital Advisors LLC | History | No change | 6,912 | 400 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | No change | 6,862 | 398 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | Added to | 7,312 | 397 | 0.01% | 0.01% | 301 | +1,859 | 34.09% | Q3 2026 | Oct 09, 2026 |
| Callan Family Office, LLC | History | No change | 6,772 | 392 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 6,696 | 388 | 0.04% | 0.04% | 303 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisor OS, LLC | History | No change | 6,621 | 384 | 0.03% | 0.03% | 304 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 6,460 | 374 | 0.16% | 0.16% | 305 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 6,310 | 366 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 6,319 | 366 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bridgewater Associates, LP | History | No change | 6,264 | 363 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ruffer LLP | History | No change | 6,251 | 362 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 6,218 | 360 | 0.2% | 0.2% | 310 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 6,138 | 356 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RDA Financial Network | History | No change | 6,038 | 350 | 0.08% | 0.08% | 312 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 5,612 | 349 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Community Bank of Raymore | History | No change | 5,955 | 345 | 0.2% | 0.2% | 314 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FEDERATED HERMES, INC. | History | No change | 5,911 | 342 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Interchange Capital Partners, LLC | History | No change | 5,858 | 339 | 0.06% | 0.06% | 316 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 5,828 | 338 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 5,587 | 324 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Camelot Portfolios, LLC | History | No change | 5,501 | 319 | 0.22% | 0.22% | 319 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,334 | 309 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,212 | 302 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Proficio Capital Partners LLC | History | No change | 5,179 | 300 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 5,044 | 292 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 5,049 | 292 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 9,164 | 291 | 0.21% | 0.21% | 325 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EntryPoint Capital, LLC | History | No change | 4,925 | 285 | 0.07% | 0.07% | 326 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 4,909 | 284 | 0.03% | 0.03% | 327 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 4,859 | 281 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 4,733 | 281 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kestra Investment Management, LLC | History | No change | 4,854 | 281 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waverly Advisors, LLC | History | No change | 4,733 | 274 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 4,700 | 274 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 10,612 | 272 | 0.01% | 0.01% | 334 | +885 | 9.1% | Q3 2026 | Oct 08, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 4,705 | 272 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,650 | 269 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&G Plc | History | No change | 4,649 | 269 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BRIGHTON JONES LLC | History | No change | 4,506 | 261 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 4,495 | 260 | 0.02% | 0.02% | 338 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 4,465 | 259 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 4,432 | 258 | 0.05% | 0.05% | 340 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RENAISSANCE GROUP LLC | History | No change | 4,420 | 256 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 4,391 | 254 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AFFINITY INVESTMENT ADVISORS, LLC | History | No change | 4,361 | 252 | 0.13% | 0.13% | 343 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | No change | 7,835 | 248 | 0.02% | 0.02% | 344 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 4,290 | 248 | 0.02% | 0.02% | 345 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 4,246 | 246 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALPS ADVISORS INC | History | No change | 4,218 | 244 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,608 | 241 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | No change | 4,157 | 241 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DnB Asset Management AS | History | No change | 4,145 | 240 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arrow Investment Advisors, LLC | History | No change | 4,062 | 235 | 0.23% | 0.23% | 351 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 4,000 | 232 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Utah Retirement Systems | History | No change | 3,995 | 231 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 7,177 | 228 | 0.03% | 0.03% | 354 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sagewood Asset Management LP | History | No change | 3,915 | 227 | 0.05% | 0.05% | 355 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 3,858 | 223 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keystone Financial Services | History | No change | 3,796 | 220 | 0.06% | 0.06% | 357 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 3,804 | 220 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 3,766 | 218 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 3,728 | 216 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Larson Financial Group LLC | History | No change | 3,668 | 212 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 3,603 | 209 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advisory Services Network, LLC | History | No change | 3,582 | 207 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 3,577 | 207 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 3,579 | 207 | 0.11% | 0.11% | 365 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,568 | 206 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 3,531 | 204 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 3,529 | 204 | 0.13% | 0.13% | 368 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kathmere Capital Management, LLC | History | No change | 3,501 | 203 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Maryland State Retirement & Pension System | History | No change | 3,497 | 202 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 3,469 | 201 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtus Fixed Income Advisers, LLC | History | No change | 7,750 | 199 | 0.13% | 0.13% | 372 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 3,364 | 195 | 0.05% | 0.05% | 373 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,195 | 185 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Heritage Wealth Advisors | History | No change | 3,000 | 174 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 2,952 | 171 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,842 | 165 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ZAZOVE ASSOCIATES LLC | History | No change | 5,122 | 164 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IFP Advisors, Inc | History | No change | 2,454 | 142 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,464 | 142 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KBC Group NV | History | No change | 2,380 | 138 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GAMMA Investing LLC | History | Added to | 2,434 | 136 | 0.0% | 0.0% | 382 | +222 | 10.04% | Q3 2026 | Oct 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,335 | 135 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Horizon Investments, LLC | History | No change | 2,331 | 134 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,793 | 126 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nykredit A/S | History | No change | 2,143 | 124 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,464 | 116 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIL Ltd | History | No change | 1,826 | 105 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,827 | 105 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ninety One UK Ltd | History | No change | 1,708 | 99 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,718 | 99 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 1,700 | 95 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Triumph Capital Management | History | No change | 1,551 | 89 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,573 | 88 | 0.0% | 0.0% | 394 | +88 | 5.93% | Q3 2026 | Oct 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,419 | 82 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,367 | 76 | 0.02% | 0.01% | 396 | +710 | 108.07% | Q3 2026 | Oct 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,251 | 72 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UMB Bank, n.a. | History | No change | 1,209 | 70 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,196 | 69 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,088 | 63 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | No change | 1,032 | 59 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,000 | 58 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CX Institutional | History | Added to | 1,018 | 57 | 0.0% | 0.0% | 403 | +1,000 | 5555.56% | Q3 2026 | Oct 02, 2026 |
| Nova Wealth Management, Inc. | History | No change | 964 | 55 | 0.03% | 0.03% | 404 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BESSEMER GROUP INC | History | No change | 922 | 54 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 925 | 53 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 911 | 53 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | No change | 859 | 49 | 0.03% | 0.03% | 408 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 1,857 | 47 | 0.02% | 0.02% | 409 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| True Wealth Design, LLC | History | No change | 813 | 47 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 750 | 43 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quarry LP | History | No change | 725 | 42 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 669 | 38 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| StrongBox Wealth, LLC | History | No change | 600 | 34 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Spire Wealth Management | History | No change | 598 | 34 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 565 | 32 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blume Capital Management, Inc. | History | No change | 542 | 31 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Synergy Investment Management, LLC | History | No change | 550 | 31 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 521 | 30 | 0.02% | 0.02% | 419 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 465 | 26 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glendon Capital Management LP | History | No change | 1,000 | 25 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 446 | 25 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 400 | 23 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 380 | 22 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Capital Management LLC | History | No change | 357 | 20 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 345 | 20 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clearstead Trust, LLC | History | No change | 359 | 20 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Colonial Trust Co / SC | History | No change | 350 | 20 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alpine Bank Wealth Management | History | No change | 344 | 19 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 315 | 18 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFG Advisory, LLC | History | No change | 313 | 18 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 296 | 17 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 297 | 17 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| GoalVest Advisory LLC | History | New | 292 | 16 | 0.0% | — | 436 | +292 | New | Q3 2026 | Oct 02, 2026 |
| Westside Investment Management, Inc. | History | No change | 286 | 16 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Essential Partners LLC | History | No change | 282 | 16 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 275 | 15 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Quent Capital, LLC | History | No change | 268 | 15 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WPG Advisers, LLC | History | No change | 274 | 15 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 262 | 14 | 0.01% | 0.01% | 442 | +4 | 1.55% | Q3 2026 | Oct 01, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 249 | 14 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rossby Financial, LCC | History | No change | 257 | 14 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 233 | 13 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WHITTIER TRUST CO | History | No change | 211 | 12 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arlington Trust Co LLC | History | No change | 222 | 12 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 207 | 11 | 0.0% | 0.0% | 448 | +23 | 12.5% | Q3 2026 | Oct 05, 2026 |
| FIRST HORIZON CORP | History | No change | 192 | 11 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 201 | 11 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Crewe Advisors LLC | History | No change | 206 | 11 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Costello Asset Management, INC | History | No change | 200 | 11 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 176 | 10 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sachetta, LLC | History | No change | 183 | 10 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 148 | 8 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 200 | 8 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 134 | 7 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 130 | 7 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 133 | 7 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 125 | 7 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 105 | 6 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 116 | 6 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 111 | 6 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 115 | 6 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Napier Financial, LLC | History | No change | 112 | 6 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 114 | 6 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 257 | 6 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Planning Strategies Inc. | History | No change | 122 | 6 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 100 | 5 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 71 | 4 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 75 | 4 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 69 | 4 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| City State Bank | History | No change | 75 | 4 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kingdom Financial Group LLC. | History | No change | 70 | 4 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 84 | 4 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LRI Investments, LLC | History | No change | 75 | 4 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Grove Bank & Trust | History | New | 68 | 3 | 0.0% | — | 482 | +68 | New | Q3 2026 | Oct 08, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 58 | 3 | 0.0% | 0.0% | 480 | -1 | -1.69% | Q3 2026 | Oct 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 59 | 3 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 66 | 3 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 65 | 3 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 60 | 3 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 68 | 3 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 79 | 2 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Roble, Belko & Company, Inc | History | No change | 31 | 2 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 48 | 2 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Boreal Capital Management LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| GK Wealth Management LLC | History | New | 27 | 1 | 0.0% | — | 505 | +27 | New | Q3 2026 | Oct 09, 2026 |
| CENTRAL TRUST Co | History | No change | 20 | 1 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ancora Advisors LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TSFG, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Archer Investment Corp | History | No change | 29 | 1 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dunhill Financial, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 30 | 1 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 25 | 1 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 32 | 1 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manchester Capital Management LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Financial Management Professionals, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JNBA Financial Advisors | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Silicon Valley Capital Partners | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Cromwell Holdings LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Financial Perspectives, Inc | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bare Financial Services, Inc | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hughes Financial Services, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |