Equitable Holdings, Inc. - EQH
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 | 25,895,739 | 1,136,305 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORGES BANK | History | No change | 18,326,687 | 804,175 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 18,186,798 | 798,038 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 13,443,991 | 589,922 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 12,703,293 | 557,420 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARRIS ASSOCIATES L P | History | No change | 9,489,037 | 416,378 | 0.55% | 0.55% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 9,388,296 | 411,958 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 9,106,103 | 399,575 | 0.22% | 0.22% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 8,784,986 | 385,485 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital International Investors | History | No change | 8,415,039 | 369,251 | 0.08% | 0.08% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 5,618,993 | 288,085 | 0.84% | 0.72% | 11 | +57,189 | 1.03% | Q3 2026 | Oct 30, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 5,440,336 | 238,783 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VIKING GLOBAL INVESTORS LP | History | No change | 5,398,896 | 236,903 | 0.68% | 0.68% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | No change | 5,142,337 | 225,645 | 2.16% | 2.16% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,841,762 | 212,456 | 0.07% | 0.07% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | No change | 4,743,519 | 208,145 | 1.67% | 1.67% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,868,578 | 198,364 | 0.04% | 0.03% | 17 | +3,177 | 0.08% | Q3 2026 | Nov 04, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 4,234,561 | 186,954 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Conifer Management, L.L.C. | History | No change | 4,200,000 | 184,296 | 30.38% | 30.38% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Castle Hook Partners LP | History | No change | 3,599,539 | 157,947 | 0.72% | 0.72% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 3,347,289 | 146,879 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,261,633 | 143,120 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 3,058,709 | 134,216 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 3,041,533 | 133,462 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 2,779,239 | 121,953 | 0.1% | 0.1% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,656,487 | 116,566 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 2,172,286 | 111,373 | 0.04% | 0.0% | 27 | +2,089,068 | 2510.36% | Q3 2026 | Nov 04, 2026 |
| Nuveen, LLC | History | No change | 2,340,509 | 102,701 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,287,210 | 100,362 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCW GROUP INC | History | No change | 2,286,057 | 100,312 | 0.67% | 0.67% | 30 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 1,862,529 | 95,498 | 0.05% | 0.04% | 31 | -140,970 | -7.04% | Q3 2026 | Nov 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,142,804 | 94,026 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,130,173 | 93,471 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,034,078 | 89,255 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGEBRIS (UK) LTD | History | No change | 1,957,978 | 85,645 | 5.64% | 5.64% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,806,589 | 79,273 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1,791,434 | 78,608 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 1,480,717 | 64,810 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,410,894 | 61,910 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 1,365,626 | 59,923 | 0.15% | 0.15% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,319,494 | 57,899 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 1,173,049 | 51,473 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 1,150,000 | 50,462 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | No change | 1,080,780 | 47,424 | 0.15% | 0.15% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,051,605 | 46,144 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CI INVESTMENTS INC. | History | No change | 949,760 | 41,675 | 0.13% | 0.13% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 942,782 | 41,369 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 884,177 | 38,797 | 0.06% | 0.06% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 819,900 | 35,977 | 0.05% | 0.05% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRUNI J V & CO /CO | History | No change | 766,929 | 33,652 | 3.07% | 3.07% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RHUMBLINE ADVISERS | History | No change | 762,284 | 33,448 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 754,713 | 33,116 | 0.23% | 0.23% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 749,733 | 32,898 | 0.14% | 0.14% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 725,081 | 31,816 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 689,495 | 31,023 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 684,214 | 30,023 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 649,646 | 28,506 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 611,226 | 26,820 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | Added to | 508,404 | 26,065 | 0.08% | 0.05% | 59 | +106,733 | 26.57% | Q3 2026 | Nov 04, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 590,435 | 25,908 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 588,797 | 25,836 | 0.06% | 0.06% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 565,200 | 24,800 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Added to | 477,169 | 24,464 | 1.21% | 1.08% | 63 | +284 | 0.06% | Q3 2026 | Oct 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 532,551 | 23,368 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 531,888 | 23,339 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 512,957 | 22,508 | 0.3% | 0.3% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 482,997 | 21,193 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 399,697 | 20,492 | 0.08% | 0.02% | 68 | +289,799 | 263.7% | Q3 2026 | Oct 30, 2026 |
| HSBC HOLDINGS PLC | History | No change | 465,374 | 20,377 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prana Capital Management, LP | History | No change | 445,828 | 19,562 | 0.59% | 0.59% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TrinityBridge Ltd | History | Reduced | 373,370 | 19,133 | 0.56% | 0.46% | 71 | -17,000 | -4.35% | Q3 2026 | Oct 30, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 405,258 | 17,782 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 393,892 | 17,283 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Four Tree Island Advisory LLC | History | No change | 379,043 | 16,632 | 5.48% | 5.48% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 376,581 | 16,524 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 372,563 | 16,348 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 361,690 | 15,870 | 0.63% | 0.63% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| South Dakota Investment Council | History | No change | 352,587 | 15,472 | 0.27% | 0.27% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 345,408 | 15,156 | 0.22% | 0.22% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 337,278 | 14,799 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | No change | 288,000 | 14,765 | 0.49% | 0.41% | 81 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 325,268 | 14,272 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SEI INVESTMENTS CO | History | No change | 320,617 | 14,068 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAMBIAR INVESTORS LLC | History | New | 270,000 | 13,842 | 0.56% | — | 84 | +270,000 | New | Q3 2026 | Nov 04, 2026 |
| Hudson Bay Capital Management LP | History | No change | 277,992 | 12,198 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Associates, LP | History | No change | 261,023 | 11,453 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 260,263 | 11,420 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 258,842 | 11,357 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 257,501 | 11,299 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 280,808 | 10,420 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gillson Capital LP | History | No change | 232,000 | 10,180 | 0.6% | 0.6% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | History | No change | 226,030 | 9,918 | 2.0% | 2.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 210,911 | 9,254 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 207,164 | 9,090 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 205,053 | 8,997 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 171,188 | 8,776 | 0.06% | 0.06% | 96 | -11,858 | -6.48% | Q3 2026 | Nov 04, 2026 |
| BARCLAYS PLC | History | No change | 195,786 | 8,591 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | No change | 192,191 | 8,433 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Russell Investments Group, Ltd. | History | No change | 189,558 | 8,318 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 184,819 | 8,107 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 157,966 | 8,098 | 0.09% | 0.07% | 101 | -3,675 | -2.27% | Q3 2026 | Oct 27, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 181,975 | 7,985 | 0.15% | 0.15% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 179,148 | 7,861 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 166,278 | 7,296 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jupiter Topco LLC | History | No change | 162,826 | 7,145 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| APG Asset Management N.V. | History | No change | 183,281 | 7,034 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EFG International AG | History | No change | 158,413 | 6,951 | 0.13% | 0.13% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 148,525 | 6,517 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 146,350 | 6,421 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 122,873 | 6,300 | 0.01% | 0.01% | 110 | -400 | -0.32% | Q3 2026 | Oct 22, 2026 |
| MetLife Investment Management, LLC | History | No change | 141,410 | 6,205 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 141,389 | 6,204 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantbot Technologies LP | History | No change | 139,395 | 6,116 | 0.24% | 0.24% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 118,402 | 6,070 | 0.04% | 0.04% | 114 | -10,079 | -7.84% | Q3 2026 | Oct 23, 2026 |
| CONTINENTAL ADVISORS LLC | History | Reduced | 118,000 | 6,049 | 2.59% | 2.29% | 115 | -5,766 | -4.66% | Q3 2026 | Oct 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 136,101 | 5,972 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 135,858 | 5,961 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kintayl Capital LP | History | No change | 134,260 | 5,891 | 2.34% | 2.34% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital International, Inc./CA/ | History | No change | 133,966 | 5,878 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 133,591 | 5,861 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOSTER & MOTLEY INC | History | No change | 133,308 | 5,850 | 0.27% | 0.27% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Amundi | History | No change | 123,616 | 5,424 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Treasurer of the State of North Carolina | History | No change | 119,148 | 5,228 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 117,763 | 5,167 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 117,235 | 5,144 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | New | 95,885 | 5,127 | 0.23% | — | 126 | +95,885 | New | Q3 2026 | Oct 09, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | No change | 115,216 | 5,055 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEB Asset Management AB | History | Reduced | 97,445 | 4,995 | 0.02% | 0.02% | 128 | -6,747 | -6.48% | Q3 2026 | Nov 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 113,811 | 4,994 | 0.07% | 0.07% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 110,155 | 4,833 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BTC Capital Management, Inc. | History | No change | 110,081 | 4,830 | 0.29% | 0.29% | 131 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kendall Capital Management | History | Reduced | 94,101 | 4,824 | 0.8% | 0.71% | 132 | -2,674 | -2.76% | Q3 2026 | Oct 23, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 92,772 | 4,756 | 0.05% | 0.04% | 133 | -11,770 | -11.26% | Q3 2026 | Oct 23, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 92,326 | 4,733 | 0.01% | 0.02% | 134 | -187,048 | -66.95% | Q3 2026 | Oct 20, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 106,921 | 4,691 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 89,244 | 4,575 | 0.02% | 0.01% | 136 | -2,936 | -3.19% | Q3 2026 | Nov 05, 2026 |
| LBP AM SA | History | No change | 101,902 | 4,471 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 101,291 | 4,444 | 0.29% | 0.29% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 96,709 | 4,243 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SummitTX Capital, L.P. | History | No change | 96,135 | 4,218 | 0.11% | 0.11% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 80,903 | 4,147 | 0.07% | 0.06% | 141 | -1,733 | -2.1% | Q3 2026 | Oct 13, 2026 |
| GABELLI FUNDS LLC | History | No change | 90,205 | 3,958 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Reduced | 76,876 | 3,941 | 0.02% | 0.02% | 143 | -768 | -0.99% | Q3 2026 | Nov 03, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 89,290 | 3,918 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Handelsbanken Fonder AB | History | No change | 89,100 | 3,910 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 75,400 | 3,865 | 0.06% | 0.05% | 146 | -7,000 | -8.5% | Q3 2026 | Oct 20, 2026 |
| WINTON GROUP Ltd | History | No change | 87,200 | 3,826 | 0.12% | 0.12% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LMR Partners LLP | History | No change | 86,876 | 3,812 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 85,898 | 3,769 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 71,500 | 3,665 | 0.02% | 0.02% | 150 | +12,100 | 20.37% | Q3 2026 | Oct 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 69,905 | 3,584 | 0.04% | 0.04% | 151 | -11,264 | -13.88% | Q3 2026 | Oct 22, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 80,930 | 3,551 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 79,746 | 3,499 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 76,883 | 3,373 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 76,118 | 3,340 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Weiss Asset Management LP | History | No change | 75,840 | 3,327 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 75,493 | 3,312 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 62,093 | 3,183 | 0.07% | 0.14% | 158 | -94,106 | -60.25% | Q3 2026 | Oct 16, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 60,610 | 3,107 | 0.01% | 0.01% | 159 | -6,786 | -10.07% | Q3 2026 | Nov 03, 2026 |
| TORONTO DOMINION BANK | History | No change | 70,492 | 3,093 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 70,000 | 3,071 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 59,600 | 3,055 | 0.01% | 0.01% | 162 | -6,200 | -9.42% | Q3 2026 | Oct 27, 2026 |
| ALLSTATE CORP | History | No change | 69,386 | 3,044 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DRW Securities, LLC | History | No change | 67,989 | 2,983 | 0.07% | 0.07% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 67,505 | 2,962 | 0.08% | 0.08% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 67,325 | 2,954 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 66,837 | 2,933 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 59,279 | 2,918 | 0.0% | 0.0% | 168 | +35,665 | 151.03% | Q3 2026 | Oct 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 66,500 | 2,918 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEARLE & CO. | History | Reduced | 54,967 | 2,818 | 0.67% | 0.57% | 170 | -2,500 | -4.35% | Q3 2026 | Nov 04, 2026 |
| Baird Financial Group, Inc. | History | No change | 63,959 | 2,806 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 63,327 | 2,778 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 63,047 | 2,767 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 52,635 | 2,698 | 0.03% | 0.03% | 174 | -5,600 | -9.62% | Q3 2026 | Oct 29, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 61,100 | 2,681 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Transmarket Holdings LP | History | Added to | 51,702 | 2,650 | 1.48% | 0.32% | 176 | +41,662 | 414.96% | Q3 2026 | Oct 27, 2026 |
| LPL Financial LLC | History | No change | 58,550 | 2,569 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 58,248 | 2,555 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW VERNON INVESTMENT MANAGEMENT LLC | History | No change | 58,065 | 2,547 | 3.12% | 3.12% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Reduced | 46,806 | 2,399 | 0.03% | 0.03% | 180 | -1,291 | -2.68% | Q3 2026 | Nov 03, 2026 |
| XPONANCE LLC | History | Reduced | 46,217 | 2,369 | 0.01% | 0.01% | 181 | -3,399 | -6.85% | Q3 2026 | Nov 03, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 45,595 | 2,337 | 0.03% | 0.02% | 182 | +5,400 | 13.43% | Q3 2026 | Oct 20, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 52,769 | 2,315 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 52,645 | 2,312 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 51,810 | 2,273 | 0.06% | 0.06% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Estate Counselors, LLC | History | No change | 51,641 | 2,266 | 0.19% | 0.19% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 43,176 | 2,213 | 0.0% | 0.0% | 187 | -703 | -1.6% | Q3 2026 | Nov 03, 2026 |
| Redwood Investment Management, LLC | History | No change | 49,974 | 2,193 | 0.22% | 0.22% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management One Co., Ltd. | History | New | 42,770 | 2,192 | 0.01% | — | 189 | +42,770 | New | Q3 2026 | Oct 27, 2026 |
| Man Group plc | History | No change | 48,328 | 2,120 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 47,700 | 2,093 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 47,504 | 2,084 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | New | 40,442 | 2,073 | 0.02% | — | 193 | +40,442 | New | Q3 2026 | Oct 28, 2026 |
| Brevan Howard Capital Management LP | History | No change | 46,128 | 2,024 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 45,601 | 2,000 | 0.11% | 0.11% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 45,403 | 1,992 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 43,735 | 1,919 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Utah Retirement Systems | History | No change | 42,471 | 1,863 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 41,931 | 1,839 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | No change | 41,242 | 1,809 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 40,863 | 1,793 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Board of the Pension Protection Fund | History | No change | 40,800 | 1,790 | 1.7% | 1.7% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ruane, Cunniff & Goldfarb L.P. | History | No change | 40,310 | 1,768 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 33,709 | 1,728 | 0.0% | 0.0% | 204 | +7,625 | 29.23% | Q3 2026 | Nov 02, 2026 |
| Neuberger Berman Group LLC | History | No change | 39,315 | 1,725 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Engineers Gate Manager LP | History | No change | 38,750 | 1,700 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 37,956 | 1,665 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 37,786 | 1,658 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EJF Capital LP | History | No change | 37,400 | 1,641 | 1.1% | 1.1% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 36,051 | 1,581 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 35,692 | 1,566 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 29,862 | 1,531 | 0.0% | 0.0% | 212 | +233 | 0.79% | Q3 2026 | Oct 20, 2026 |
| Caprock Group, LLC | History | No change | 34,873 | 1,530 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 34,338 | 1,507 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ICON ADVISERS INC/CO | History | No change | 33,500 | 1,469 | 0.28% | 0.28% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Reduced | 28,560 | 1,464 | 0.7% | 0.93% | 216 | -21,069 | -42.45% | Q3 2026 | Oct 27, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 28,304 | 1,451 | 0.02% | 0.02% | 217 | -6,110 | -17.75% | Q3 2026 | Nov 05, 2026 |
| Legacy Wealth Management, LLC / MS | History | Reduced | 28,275 | 1,449 | 0.43% | 0.33% | 218 | -965 | -3.3% | Q3 2026 | Oct 29, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 32,938 | 1,445 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 32,909 | 1,444 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 31,907 | 1,400 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | History | No change | 31,901 | 1,400 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 31,833 | 1,396 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Tidal Investments LLC | History | No change | 31,661 | 1,389 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 26,683 | 1,386 | 0.0% | 0.0% | 225 | +26,433 | 10573.2% | Q3 2026 | Oct 16, 2026 |
| Fieldview Capital Management, LLC | History | No change | 31,453 | 1,380 | 0.39% | 0.39% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 30,636 | 1,344 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 25,564 | 1,310 | 0.01% | 0.0% | 228 | +15,139 | 145.22% | Q3 2026 | Oct 13, 2026 |
| Cetera Investment Advisers | History | No change | 28,861 | 1,266 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOKF, NA | History | Added to | 24,553 | 1,258 | 0.02% | 0.01% | 230 | +550 | 2.29% | Q3 2026 | Oct 27, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 24,056 | 1,233 | 0.01% | 0.01% | 231 | -3,528 | -12.79% | Q3 2026 | Oct 15, 2026 |
| FEDERATED HERMES, INC. | History | No change | 27,588 | 1,210 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 27,200 | 1,193 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Virtu Financial LLC | History | No change | 27,001 | 1,185 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 26,805 | 1,176 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jefferies Financial Group Inc. | History | No change | 26,600 | 1,167 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 26,544 | 1,167 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 26,638 | 1,159 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 26,078 | 1,144 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 25,959 | 1,139 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 25,942 | 1,138 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eleva Capital SAS | History | New | 16,097 | 1,126 | 0.99% | — | 242 | +16,097 | New | Q3 2026 | Oct 06, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 21,909 | 1,123 | 0.05% | 0.06% | 243 | -9,739 | -30.77% | Q3 2026 | Oct 20, 2026 |
| OFI INVEST ASSET MANAGEMENT | History | No change | 24,248 | 1,064 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 20,704 | 1,061 | 0.01% | 0.01% | 245 | -91 | -0.44% | Q3 2026 | Oct 21, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 24,006 | 1,053 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | No change | 23,619 | 1,036 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 19,851 | 1,017 | 0.03% | 0.01% | 249 | +9,519 | 92.13% | Q3 2026 | Oct 22, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 20,761 | 1,017 | 0.04% | 0.04% | 248 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HighTower Advisors, LLC | History | No change | 22,853 | 1,002 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 18,986 | 973 | 0.0% | 0.0% | 251 | -157 | -0.82% | Q3 2026 | Nov 03, 2026 |
| Frec Markets, Inc. | History | No change | 21,917 | 961 | 0.09% | 0.09% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dockside LLC | History | No change | 21,752 | 954 | 0.22% | 0.22% | 253 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 21,538 | 945 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 21,516 | 944 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 21,144 | 927 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 20,905 | 917 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WATER ISLAND CAPITAL LLC | History | No change | 20,701 | 908 | 0.08% | 0.08% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENLEAF TRUST | History | No change | 17,559 | 900 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Graham Capital Management, L.P. | History | No change | 20,314 | 891 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 20,111 | 882 | 0.06% | 0.06% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 19,909 | 873 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 19,678 | 863 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rodgers Brothers Inc. | History | No change | 19,000 | 833 | 0.08% | 0.08% | 264 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| denkapparat Operations GmbH | History | No change | 18,636 | 817 | 0.27% | 0.27% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HUB Investment Partners, LLC | History | New | 15,912 | 815 | 0.01% | — | 266 | +15,912 | New | Q3 2026 | Nov 03, 2026 |
| Centiva Capital, LP | History | No change | 18,332 | 804 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 17,650 | 774 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GAMMA Investing LLC | History | Added to | 14,522 | 744 | 0.03% | 0.02% | 269 | +2,603 | 21.84% | Q3 2026 | Oct 08, 2026 |
| North Dakota State Investment Board | History | Added to | 14,408 | 738 | 0.03% | 0.02% | 270 | +5,915 | 69.65% | Q3 2026 | Oct 27, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 13,985 | 717 | 0.03% | 0.02% | 271 | +4,315 | 44.62% | Q3 2026 | Oct 13, 2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS | History | No change | 16,013 | 702 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 13,243 | 678 | 0.05% | 0.04% | 273 | +22 | 0.17% | Q3 2026 | Oct 26, 2026 |
| HB Wealth Management, LLC | History | Added to | 13,950 | 672 | 0.0% | 0.0% | 274 | +4,166 | 42.58% | Q3 2026 | Oct 23, 2026 |
| Vann Equity Management LLC | History | Added to | 13,046 | 668 | 0.4% | 0.34% | 275 | +120 | 0.93% | Q3 2026 | Oct 07, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 12,719 | 652 | 0.01% | — | 276 | +12,719 | New | Q3 2026 | Oct 21, 2026 |
| Maryland State Retirement & Pension System | History | No change | 14,771 | 648 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pathstone Holdings, LLC | History | No change | 14,744 | 646 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AIA Group Ltd | History | No change | 12,326 | 631 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Machina Capital S.A.S. | History | No change | 14,234 | 624 | 0.1% | 0.1% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Reduced | 12,125 | 622 | 0.03% | 0.03% | 281 | -159 | -1.29% | Q3 2026 | Nov 03, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 12,100 | 620 | 0.0% | 0.0% | 282 | +7,473 | 161.51% | Q3 2026 | Nov 04, 2026 |
| AXS Investments LLC | History | No change | 12,000 | 615 | 0.06% | 0.15% | 283 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 13,997 | 614 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 12,818 | 562 | 0.09% | 0.09% | 285 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 10,897 | 559 | 0.0% | 0.0% | 286 | +39 | 0.36% | Q3 2026 | Nov 02, 2026 |
| DnB Asset Management AS | History | No change | 12,210 | 535 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | Added to | 10,380 | 532 | 0.0% | 0.0% | 288 | +2,012 | 24.04% | Q3 2026 | Nov 04, 2026 |
| BRIGHTON JONES LLC | History | New | 10,363 | 531 | 0.01% | — | 289 | +10,363 | New | Q3 2026 | Nov 03, 2026 |
| Merit Financial Group, LLC | History | No change | 11,490 | 504 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Park Capital Management, LLC / WI | History | New | 9,818 | 503 | 0.26% | — | 291 | +9,818 | New | Q3 2026 | Oct 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 9,650 | 494 | 0.0% | 0.0% | 292 | -1,456 | -13.11% | Q3 2026 | Oct 28, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 11,247 | 493 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,522 | 488 | 0.0% | 0.0% | 294 | +5,594 | 142.41% | Q3 2026 | Oct 08, 2026 |
| Chicago Partners Investment Group LLC | History | New | 9,080 | 478 | 0.01% | — | 295 | +9,080 | New | Q3 2026 | Oct 26, 2026 |
| Bleakley Financial Group, LLC | History | No change | 10,612 | 465 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AVIVA PLC | History | No change | 10,521 | 461 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 10,446 | 458 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | Reduced | 8,836 | 453 | 0.0% | 0.0% | 299 | -952 | -9.73% | Q3 2026 | Oct 22, 2026 |
| AGF MANAGEMENT LTD | History | No change | 8,785 | 450 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CIBC Asset Management Inc | History | No change | 8,669 | 444 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 9,922 | 435 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 9,901 | 434 | 0.05% | 0.05% | 303 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 9,667 | 424 | 0.04% | 0.04% | 304 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advisory Services Network, LLC | History | No change | 9,655 | 423 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 8,075 | 414 | 0.04% | 0.04% | 306 | -100 | -1.22% | Q3 2026 | Oct 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 9,417 | 413 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 9,289 | 407 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 9,060 | 397 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| R Squared Ltd | History | No change | 8,777 | 385 | 0.2% | 0.2% | 310 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 8,735 | 383 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 8,694 | 382 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Abel Hall, LLC | History | Added to | 7,443 | 381 | 0.07% | 0.06% | 313 | +16 | 0.22% | Q3 2026 | Oct 19, 2026 |
| Hyperion Capital Advisors LP | History | No change | 8,611 | 377 | 0.17% | 0.17% | 314 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 8,577 | 376 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 7,062 | 375 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| US BANCORP \DE\ | History | No change | 8,523 | 373 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | Added to | 7,200 | 369 | 0.0% | 0.0% | 318 | +100 | 1.41% | Q3 2026 | Nov 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 8,059 | 353 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 6,875 | 352 | 0.01% | 0.01% | 320 | -1,318 | -16.09% | Q3 2026 | Oct 28, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 7,900 | 347 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 6,753 | 346 | 0.01% | — | 322 | +6,753 | New | Q3 2026 | Oct 13, 2026 |
| Curated Wealth Partners LLC | History | New | 6,624 | 339 | 0.03% | — | 323 | +6,624 | New | Q3 2026 | Oct 15, 2026 |
| Ellevest, Inc. | History | No change | 7,636 | 335 | 0.04% | 0.04% | 324 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 6,438 | 334 | 0.0% | 0.0% | 325 | -9,540 | -59.71% | Q3 2026 | Nov 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 6,445 | 330 | 0.01% | — | 326 | +6,445 | New | Q3 2026 | Nov 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,496 | 328 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 7,404 | 324 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 6,309 | 323 | 0.0% | — | 330 | +6,309 | New | Q3 2026 | Oct 23, 2026 |
| Ascent Group, LLC | History | Reduced | 6,304 | 323 | 0.01% | 0.01% | 329 | -185 | -2.85% | Q3 2026 | Oct 30, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 6,244 | 320 | 0.07% | — | 332 | +6,244 | New | Q3 2026 | Oct 13, 2026 |
| ASSETMARK, INC | History | Added to | 6,247 | 320 | 0.0% | 0.0% | 331 | +1,033 | 19.81% | Q3 2026 | Oct 21, 2026 |
| Wedmont Private Capital | History | Added to | 5,941 | 317 | 0.01% | 0.01% | 333 | +1,324 | 28.68% | Q3 2026 | Oct 09, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 7,210 | 316 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Phoenix Financial Ltd. | History | No change | 7,200 | 314 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | New | 6,023 | 308 | 0.0% | — | 336 | +6,023 | New | Q3 2026 | Oct 28, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,947 | 304 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SteelPeak Wealth, LLC | History | New | 5,886 | 301 | 0.01% | — | 338 | +5,886 | New | Q3 2026 | Oct 16, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 5,689 | 291 | 0.01% | 0.01% | 339 | +58 | 1.03% | Q3 2026 | Oct 20, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,581 | 286 | 0.0% | 0.0% | 341 | -185 | -3.21% | Q3 2026 | Oct 28, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | No change | 6,536 | 286 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 6,450 | 283 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 5,369 | 275 | 0.01% | — | 343 | +5,369 | New | Q3 2026 | Oct 13, 2026 |
| PEAK6 LLC | History | No change | 6,245 | 274 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 6,096 | 267 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaGrep UK Ltd | History | No change | 6,077 | 266 | 0.08% | 0.08% | 346 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 6,053 | 265 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Advisory Group LLC | History | No change | 6,060 | 265 | 0.06% | 0.06% | 348 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 6,027 | 264 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PDS Planning, Inc | History | No change | 5,082 | 260 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 5,894 | 258 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 4,989 | 255 | 0.01% | — | 352 | +4,989 | New | Q3 2026 | Oct 21, 2026 |
| Net Worth Advisory Group | History | New | 4,854 | 252 | 0.06% | — | 353 | +4,854 | New | Q3 2026 | Oct 19, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 4,711 | 251 | 0.01% | — | 354 | +4,711 | New | Q3 2026 | Oct 09, 2026 |
| AlphaCore Capital LLC | History | New | 4,834 | 247 | 0.0% | — | 356 | +4,834 | New | Q3 2026 | Nov 04, 2026 |
| Krilogy Financial LLC | History | New | 4,632 | 247 | 0.01% | — | 355 | +4,632 | New | Q3 2026 | Oct 13, 2026 |
| Symmetry Partners, LLC | History | New | 4,788 | 245 | 0.01% | — | 357 | +4,788 | New | Q3 2026 | Oct 27, 2026 |
| Commonwealth Financial Services, LLC | History | New | 4,750 | 243 | 0.04% | — | 358 | +4,750 | New | Q3 2026 | Oct 20, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 4,694 | 240 | 0.0% | 0.0% | 359 | -54,393 | -92.06% | Q3 2026 | Oct 29, 2026 |
| MBL Wealth, LLC | History | New | 4,673 | 239 | 0.01% | — | 360 | +4,673 | New | Q3 2026 | Oct 22, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 5,435 | 238 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 5,300 | 232 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Occidental Asset Management, LLC | History | New | 4,495 | 230 | 0.02% | — | 363 | +4,495 | New | Q3 2026 | Nov 05, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 6,183 | 229 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Walleye Trading LLC | History | No change | 5,207 | 228 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 5,104 | 223 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEEDS INVESTOR LLC | History | No change | 5,081 | 222 | 0.02% | 0.02% | 367 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Able Wealth Management LLC | History | New | 4,088 | 220 | 0.05% | — | 368 | +4,088 | New | Q3 2026 | Oct 13, 2026 |
| GLAZER CAPITAL, LLC | History | No change | 5,000 | 219 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D'Orazio & Associates, Inc. | History | New | 4,227 | 216 | 0.02% | — | 370 | +4,227 | New | Q3 2026 | Nov 04, 2026 |
| VestGen Advisors, LLC | History | New | 4,211 | 215 | 0.01% | — | 371 | +4,211 | New | Q3 2026 | Oct 27, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 4,848 | 212 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 4,828 | 211 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blueshift Asset Management, LLC | History | No change | 4,804 | 210 | 0.05% | 0.05% | 374 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,958 | 202 | 0.0% | 0.0% | 375 | -933 | -19.08% | Q3 2026 | Oct 22, 2026 |
| UMB Bank, n.a. | History | No change | 4,346 | 190 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,344 | 171 | 0.0% | 0.0% | 377 | +2,511 | 301.44% | Q3 2026 | Nov 03, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 3,292 | 168 | 0.0% | 0.0% | 378 | -317 | -8.78% | Q3 2026 | Oct 23, 2026 |
| Fortitude Family Office, LLC | History | Added to | 2,929 | 150 | 0.03% | 0.0% | 379 | +2,704 | 1201.78% | Q3 2026 | Oct 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 3,400 | 149 | 0.03% | 0.03% | 380 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,833 | 145 | 0.0% | 0.0% | 381 | +1,504 | 113.17% | Q3 2026 | Nov 04, 2026 |
| Arax Advisory Partners | History | No change | 3,299 | 144 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,161 | 138 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,967 | 130 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,885 | 127 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | No change | 2,798 | 122 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 2,426 | 106 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,895 | 97 | 0.0% | 0.0% | 388 | -1,132 | -37.4% | Q3 2026 | Oct 16, 2026 |
| Essential Partners LLC | History | Added to | 1,837 | 94 | 0.04% | 0.0% | 389 | +1,683 | 1092.86% | Q3 2026 | Oct 14, 2026 |
| LRI Investments, LLC | History | No change | 2,133 | 93 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,801 | 92 | 0.01% | 0.0% | 391 | +293 | 19.43% | Q3 2026 | Oct 27, 2026 |
| GROUP ONE TRADING LLC | History | No change | 2,000 | 87 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 2,000 | 87 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,627 | 83 | 0.0% | 0.0% | 394 | -8 | -0.49% | Q3 2026 | Oct 05, 2026 |
| Regatta Research & Money Management | History | No change | 1,702 | 74 | 0.07% | 0.07% | 395 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALERUS FINANCIAL NA | History | No change | 1,666 | 73 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Added to | 1,368 | 70 | 0.0% | 0.0% | 397 | +86 | 6.71% | Q3 2026 | Oct 02, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 1,361 | 69 | 0.0% | 0.0% | 398 | -184 | -11.91% | Q3 2026 | Oct 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,567 | 68 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,351 | 59 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,079 | 55 | 0.0% | 0.0% | 401 | +87 | 8.77% | Q3 2026 | Oct 01, 2026 |
| CFG Wealth Management Services, Inc. | History | New | 1,040 | 54 | 0.05% | — | 402 | +1,040 | New | Q3 2026 | Oct 21, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 1,038 | 53 | 0.0% | 0.0% | 403 | +185 | 21.69% | Q3 2026 | Oct 15, 2026 |
| True Wealth Design, LLC | History | Added to | 974 | 49 | 0.01% | — | 404 | +957 | 5629.41% | Q3 2026 | Oct 13, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 895 | 45 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| DekaBank Deutsche Girozentrale | History | Reduced | 766 | 40 | 0.0% | 0.0% | 406 | -63,614 | -98.81% | Q3 2026 | Oct 27, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 755 | 38 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Quarry LP | History | No change | 805 | 35 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 654 | 33 | 0.0% | — | 409 | +654 | New | Q3 2026 | Oct 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 629 | 32 | 0.0% | 0.0% | 411 | -6 | -0.94% | Q3 2026 | Oct 28, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 738 | 32 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 615 | 31 | 0.0% | 0.0% | 412 | +305 | 98.39% | Q3 2026 | Oct 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 668 | 29 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 550 | 28 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Elyxium Wealth, LLC | History | New | 466 | 23 | 0.0% | — | 416 | +466 | New | Q3 2026 | Oct 27, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 527 | 23 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 501 | 21 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 401 | 20 | 0.0% | 0.0% | 420 | +335 | 507.58% | Q3 2026 | Oct 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 457 | 20 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 393 | 20 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Caitlin John, LLC | History | No change | 461 | 20 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| First Command Advisory Services, Inc. | History | No change | 974 | 19 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| City State Bank | History | New | 368 | 18 | 0.0% | — | 423 | +368 | New | Q3 2026 | Oct 20, 2026 |
| Blue Trust, Inc. | History | Reduced | 343 | 17 | 0.0% | 0.0% | 427 | -994 | -74.35% | Q3 2026 | Oct 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 346 | 17 | 0.0% | 0.0% | 425 | +84 | 32.06% | Q3 2026 | Oct 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 379 | 17 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 410 | 17 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 309 | 15 | 0.01% | — | 431 | +309 | New | Q3 2026 | Oct 27, 2026 |
| James T. Borello RIA | History | Added to | 309 | 15 | 0.0% | 0.0% | 430 | +4 | 1.31% | Q3 2026 | Oct 16, 2026 |
| Salomon & Ludwin, LLC | History | No change | 301 | 15 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| WPG Advisers, LLC | History | No change | 305 | 15 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Leonteq Securities AG | History | No change | 287 | 14 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Covestor Ltd | History | Added to | 361 | 13 | 0.01% | 0.0% | 434 | +202 | 127.04% | Q3 2026 | Oct 30, 2026 |
| Planning Strategies Inc. | History | Added to | 255 | 13 | 0.01% | 0.01% | 436 | +2 | 0.79% | Q3 2026 | Oct 02, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 257 | 13 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| JPL Wealth Management, LLC | History | No change | 310 | 13 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 276 | 12 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 245 | 12 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Rossby Financial, LCC | History | No change | 281 | 12 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 223 | 11 | 0.0% | 0.0% | 440 | +139 | 165.48% | Q3 2026 | Oct 26, 2026 |
| Bare Financial Services, Inc | History | Added to | 223 | 11 | 0.0% | 0.0% | 441 | +28 | 14.36% | Q3 2026 | Nov 04, 2026 |
| JNBA Financial Advisors | History | New | 209 | 10 | 0.0% | — | 444 | +209 | New | Q3 2026 | Nov 03, 2026 |
| Torren Management, LLC | History | Reduced | 203 | 10 | 0.0% | 0.0% | 443 | -1 | -0.49% | Q3 2026 | Oct 29, 2026 |
| Kennebec Savings Bank | History | No change | 200 | 10 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 189 | 9 | 0.0% | 0.0% | 446 | +2 | 1.07% | Q3 2026 | Oct 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 176 | 9 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Manchester Capital Management LLC | History | Added to | 161 | 8 | 0.0% | 0.0% | 448 | +4 | 2.55% | Q3 2026 | Oct 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 203 | 8 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 185 | 8 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 157 | 8 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Center for Financial Planning, Inc. | History | New | 144 | 7 | 0.0% | — | 455 | +144 | New | Q3 2026 | Oct 26, 2026 |
| Ascentis Wealth Management, LLC | History | New | 142 | 7 | 0.0% | — | 456 | +142 | New | Q3 2026 | Nov 03, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 170 | 7 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| High Note Wealth, LLC | History | No change | 153 | 7 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| WealthCollab, LLC | History | No change | 178 | 7 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 164 | 7 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clark Wealth Partners | History | New | 123 | 6 | 0.0% | — | 460 | +123 | New | Q3 2026 | Oct 16, 2026 |
| Cromwell Holdings LLC | History | Added to | 118 | 6 | 0.0% | 0.0% | 458 | +35 | 42.17% | Q3 2026 | Oct 28, 2026 |
| TRUST CO OF VERMONT | History | No change | 127 | 6 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ares Financial Consulting, LLC | History | No change | 125 | 6 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Latitude Advisors, LLC | History | New | 105 | 5 | 0.0% | — | 466 | +105 | New | Q3 2026 | Oct 27, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 122 | 5 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | No change | 131 | 5 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JDM Financial Group LLC | History | No change | 119 | 5 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 98 | 5 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 124 | 5 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WHITTIER TRUST CO | History | No change | 95 | 4 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Colonial Trust Advisors | History | No change | 100 | 4 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IAG Wealth Partners, LLC | History | No change | 94 | 4 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 82 | 4 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 109 | 4 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rialto Wealth Management, LLC | History | No change | 112 | 4 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 84 | 4 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 74 | 3 | 0.0% | — | 482 | +74 | New | Q3 2026 | Oct 13, 2026 |
| UMB Private Wealth Management, LLC | History | New | 62 | 3 | 0.0% | — | 483 | +62 | New | Q3 2026 | Oct 19, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 64 | 3 | 0.0% | 0.0% | 478 | +10 | 18.52% | Q3 2026 | Oct 20, 2026 |
| WEBSTER BANK, N. A. | History | No change | 78 | 3 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| North Star Investment Management Corp. | History | No change | 76 | 3 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 90 | 3 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 72 | 3 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Coston, McIsaac & Partners | History | No change | 70 | 3 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 80 | 3 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 54 | 2 | 0.0% | — | 486 | +48 | 800.0% | Q3 2026 | Oct 21, 2026 |
| American Capital Advisory, LLC | History | Added to | 42 | 2 | 0.0% | 0.0% | 489 | +1 | 2.44% | Q3 2026 | Oct 28, 2026 |
| Quaker Wealth Management, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Avion Wealth | History | No change | 57 | 2 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 51 | 2 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Valued Wealth Advisors LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Financial Management LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Sunrise Financial Services, LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | Reduced | 34 | 1 | 0.0% | 0.0% | 494 | -8,663 | -99.61% | Q3 2026 | Oct 15, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 37 | 1 | 0.0% | — | 509 | +37 | New | Q3 2026 | Nov 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 31 | 1 | 0.0% | — | 507 | +31 | New | Q3 2026 | Oct 23, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 26 | 1 | 0.0% | — | 508 | +26 | New | Q3 2026 | Oct 30, 2026 |
| Hughes Financial Services, LLC | History | Added to | 33 | 1 | 0.0% | — | 504 | +14 | 73.68% | Q3 2026 | Oct 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 30 | 1 | 0.0% | — | 503 | +12 | 66.67% | Q3 2026 | Oct 19, 2026 |
| Activest Wealth Management | History | Added to | 35 | 1 | 0.0% | 0.0% | 500 | +10 | 40.0% | Q3 2026 | Oct 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 30 | 1 | 0.0% | 0.0% | 505 | -9 | -23.08% | Q3 2026 | Oct 07, 2026 |
| COUNTRY TRUST BANK | History | No change | 24 | 1 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 34 | 1 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Clearstead Trust, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Dunhill Financial, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| MidFirst Bank | History | No change | 40 | 1 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Swedbank AB | History | Closed out | 0 | 0 | — | 0.01% | — | -254,765 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -24,858 | -100.0% | Q3 2026 | Oct 21, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,418 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,928 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,693 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q3 2026 | Oct 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q3 2026 | Oct 28, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q3 2026 | Oct 15, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Oct 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 13 | 0 | — | — | — | +12 | 1200.0% | Q3 2026 | Oct 29, 2026 |
| Breakwater Investment Management | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Oct 20, 2026 |
| Signature Equity Partners, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Oct 29, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Nov 02, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 21, 2026 |
| Creative Capital Management Investments LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 27, 2026 |
| GODSEY & GIBB, INC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 14, 2026 |
| Key Capital Management, INC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Nov 03, 2026 |
| Monetary Solutions, Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 22, 2026 |
| NFSG Corp | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 15, 2026 |
| FIRST HORIZON CORP | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CENTRAL TRUST Co | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SouthState Bank Corp | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MOTCO | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TFC Financial Management, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| DecisionPoint Financial, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Arlington Trust Co LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Freestone Grove Partners LP | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seneschal Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HFM Investment Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1015 Capital Partners, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |