EQUINOR ASA - EQNR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FOLKETRYGDFONDET | History | No change | 91,020,939 | 2,858,057 | 61.66% | 61.66% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 13,861,328 | 435,245 | 0.19% | 0.19% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 11,972,377 | 375,932 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 6,544,910 | 205,510 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,576,883 | 175,114 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EARNEST PARTNERS LLC | History | No change | 4,324,481 | 135,788 | 0.49% | 0.49% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,452,095 | 76,995 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 2,092,323 | 65,698 | 0.09% | 0.09% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 1,793,262 | 56,308 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 1,739,449 | 54,618 | 0.23% | 0.23% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1,666,602 | 52,331 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 1,342,703 | 42,160 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,189,800 | 37,359 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 1,150,397 | 36,122 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 1,136,057 | 35,672 | 0.07% | 0.07% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,119,565 | 35,154 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 956,072 | 30,020 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 807,597 | 25,358 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 760,673 | 23,885 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 734,732 | 23,070 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 677,686 | 21,279 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 672,255 | 21,108 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 470,047 | 19,553 | 0.01% | 0.01% | 23 | -829,860 | -63.84% | Q3 2026 | Nov 04, 2026 |
| Euro Pacific Asset Management, LLC | History | Added to | 414,023 | 17,776 | 1.45% | 1.27% | 24 | +103,197 | 33.2% | Q3 2026 | Oct 13, 2026 |
| Yaupon Capital Management LP | History | No change | 500,000 | 15,700 | 0.31% | 0.31% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 360,238 | 14,985 | 0.01% | 0.01% | 26 | +58,545 | 19.41% | Q3 2026 | Nov 02, 2026 |
| HRT FINANCIAL LP | History | No change | 475,547 | 14,932 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 461,828 | 14,399 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 430,809 | 13,527 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Turas Capital Management LP | History | No change | 416,464 | 13,076 | 6.01% | 6.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 415,256 | 13,039 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BARCLAYS PLC | History | No change | 392,104 | 12,312 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 371,373 | 11,661 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 361,000 | 11,335 | 0.07% | 0.07% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 346,819 | 10,890 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 342,474 | 10,753 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantinno Capital Management LP | History | No change | 327,163 | 10,272 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 325,735 | 10,228 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEATING INVESTMENT COUNSELORS INC | History | Reduced | 241,513 | 10,046 | 2.63% | 2.09% | 39 | -1,125 | -0.46% | Q3 2026 | Oct 14, 2026 |
| HENNESSY ADVISORS INC | History | No change | 229,600 | 9,551 | 0.36% | 0.23% | 40 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 293,871 | 9,227 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 290,546 | 9,123 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 285,775 | 8,973 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 204,617 | 8,512 | 0.17% | 0.14% | 44 | -4,808 | -2.3% | Q3 2026 | Nov 02, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 195,755 | 8,143 | 0.0% | 0.0% | 45 | +2,717 | 1.41% | Q3 2026 | Nov 04, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 193,009 | 8,029 | 0.12% | 0.09% | 46 | +10,290 | 5.63% | Q3 2026 | Nov 05, 2026 |
| PEAK6 LLC | History | No change | 252,500 | 7,928 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 252,045 | 7,914 | 0.29% | 0.29% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 249,188 | 7,824 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 235,690 | 7,400 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Drum Hill Capital, LLC | History | Added to | 176,302 | 7,334 | 6.07% | 5.49% | 51 | +5,088 | 2.97% | Q3 2026 | Oct 19, 2026 |
| Walleye Capital LLC | History | No change | 232,580 | 7,303 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aquatic Capital Management LLC | History | No change | 226,113 | 7,099 | 0.24% | 0.24% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 225,291 | 7,074 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CI INVESTMENTS INC. | History | No change | 222,463 | 6,985 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 218,621 | 6,864 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gradient Investments LLC | History | Reduced | 160,752 | 6,687 | 0.1% | 0.08% | 57 | -26,871 | -14.32% | Q3 2026 | Oct 08, 2026 |
| Trexquant Investment LP | History | No change | 212,384 | 6,668 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 207,224 | 6,506 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Qube Research & Technologies Ltd | History | No change | 201,547 | 6,328 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 199,147 | 6,252 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Vident Advisory, LLC | History | No change | 177,372 | 5,569 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sagefield Capital LP | History | No change | 169,231 | 5,313 | 0.39% | 0.39% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 167,477 | 5,258 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 165,704 | 5,203 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Reduced | 124,456 | 5,177 | 0.67% | 0.49% | 66 | -3,820 | -2.98% | Q3 2026 | Nov 04, 2026 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | History | No change | 161,175 | 5,060 | 0.57% | 0.57% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 105,867 | 4,404 | 0.1% | 0.18% | 68 | -185,189 | -63.63% | Q3 2026 | Oct 16, 2026 |
| Nuveen, LLC | History | No change | 139,043 | 4,365 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 137,336 | 4,312 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 134,927 | 4,236 | 0.22% | 0.22% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 100,774 | 4,192 | 0.15% | 0.11% | 72 | +5,676 | 5.97% | Q3 2026 | Oct 22, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 131,753 | 4,137 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 130,940 | 4,111 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 130,488 | 4,097 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 125,916 | 3,953 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 95,000 | 3,952 | 0.13% | 0.1% | 77 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Empowered Funds, LLC | History | No change | 124,499 | 3,909 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carrera Capital Advisors | History | Added to | 91,517 | 3,807 | 0.54% | 0.42% | 79 | +1,327 | 1.47% | Q3 2026 | Nov 03, 2026 |
| Quadrature Capital Ltd | History | No change | 119,959 | 3,766 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 114,365 | 3,591 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 113,734 | 3,571 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Added to | 84,591 | 3,518 | 0.0% | 0.0% | 83 | +46,618 | 122.77% | Q3 2026 | Nov 05, 2026 |
| Entropy Technologies, LP | History | No change | 109,365 | 3,434 | 0.14% | 0.14% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 82,228 | 3,420 | 0.03% | 0.02% | 85 | +20,117 | 32.39% | Q3 2026 | Oct 28, 2026 |
| Hollow Brook Wealth Management LLC | History | Reduced | 78,389 | 3,260 | 0.57% | 0.52% | 86 | -5,762 | -6.85% | Q3 2026 | Oct 29, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 103,727 | 3,257 | 0.09% | 0.09% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 78,250 | 3,255 | 0.31% | 0.16% | 88 | +42,126 | 116.61% | Q3 2026 | Oct 29, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | No change | 101,900 | 3,199 | 0.1% | 0.1% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 98,851 | 3,103 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 97,436 | 3,059 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 72,995 | 3,036 | 0.0% | 0.0% | 92 | +12,656 | 20.97% | Q3 2026 | Nov 04, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 96,422 | 3,027 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 96,137 | 3,018 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 65,351 | 2,935 | 0.04% | 0.04% | 95 | +4,409 | 7.23% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 65,351 | 2,935 | 0.04% | 0.04% | 96 | +4,409 | 7.23% | Q3 2026 | Oct 20, 2026 |
| Kiker Wealth Management, LLC | History | No change | 91,561 | 2,875 | 1.12% | 1.12% | 97 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DJE Kapital AG | History | No change | 87,715 | 2,750 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 85,304 | 2,678 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Neuberger Berman Group LLC | History | No change | 83,633 | 2,626 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Tidal Investments LLC | History | No change | 79,605 | 2,499 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 59,909 | 2,492 | 0.03% | 0.03% | 102 | -3,167 | -5.02% | Q3 2026 | Oct 21, 2026 |
| Point72 Asset Management, L.P. | History | No change | 78,900 | 2,477 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 73,867 | 2,319 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 72,384 | 2,273 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 54,487 | 2,266 | 0.0% | 0.0% | 106 | +6,433 | 13.39% | Q3 2026 | Nov 05, 2026 |
| Mariner, LLC | History | No change | 70,917 | 2,226 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOSTER & MOTLEY INC | History | No change | 70,485 | 2,213 | 0.1% | 0.1% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 69,172 | 2,172 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GTS SECURITIES LLC | History | No change | 68,838 | 2,161 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 66,710 | 2,094 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ipswich Investment Management Co., Inc. | History | Reduced | 50,296 | 2,092 | 0.45% | 0.36% | 112 | -4,500 | -8.21% | Q3 2026 | Oct 13, 2026 |
| Corient Private Wealth LP | History | No change | 65,186 | 2,046 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 63,398 | 1,990 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Harvest Portfolios Group Inc. | History | No change | 62,619 | 1,966 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 42,390 | 1,908 | 0.05% | 0.04% | 116 | +918 | 2.21% | Q3 2026 | Oct 20, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 45,733 | 1,902 | 0.03% | 0.01% | 117 | +20,795 | 83.39% | Q3 2026 | Nov 04, 2026 |
| Invesco Ltd. | History | No change | 59,401 | 1,865 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 59,217 | 1,859 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SummitTX Capital, L.P. | History | No change | 58,496 | 1,836 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 57,936 | 1,819 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 56,978 | 1,790 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 56,408 | 1,771 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 56,169 | 1,763 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 54,717 | 1,715 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 52,095 | 1,616 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DV EQUITIES, LLC | History | No change | 51,414 | 1,614 | 0.23% | 0.23% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Associates, LP | History | No change | 51,278 | 1,610 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 48,624 | 1,526 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 36,599 | 1,522 | 0.0% | 0.0% | 130 | -76,183 | -67.55% | Q3 2026 | Nov 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 47,281 | 1,484 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dorsey Wright & Associates | History | No change | 45,905 | 1,441 | 0.24% | 0.24% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caprock Group, LLC | History | No change | 45,774 | 1,437 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LVW Advisors, LLC | History | Added to | 34,355 | 1,429 | 0.12% | 0.08% | 134 | +6,130 | 21.72% | Q3 2026 | Oct 19, 2026 |
| Cerity Partners LLC | History | No change | 42,725 | 1,341 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Columbia Asset Management | History | Added to | 32,120 | 1,336 | 0.23% | 0.16% | 136 | +1,990 | 6.6% | Q3 2026 | Oct 19, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 31,530 | 1,311 | 0.1% | 0.08% | 137 | +1,695 | 5.68% | Q3 2026 | Oct 19, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 30,786 | 1,280 | 0.01% | 0.01% | 138 | +8,054 | 35.43% | Q3 2026 | Oct 08, 2026 |
| Pathstone Holdings, LLC | History | No change | 40,288 | 1,265 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gibbs Wealth Management | History | Added to | 30,128 | 1,253 | 0.13% | 0.1% | 140 | +3,746 | 14.2% | Q3 2026 | Oct 22, 2026 |
| Alaethes Wealth, LLC | History | No change | 39,828 | 1,250 | 0.36% | 0.36% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 28,952 | 1,204 | 0.0% | 0.0% | 142 | -9,236 | -24.19% | Q3 2026 | Oct 30, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 38,147 | 1,197 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 38,070 | 1,195 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Solstein Capital, LLC | History | No change | 28,421 | 1,184 | 0.42% | 0.31% | 145 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| RHUMBLINE ADVISERS | History | No change | 37,675 | 1,182 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 28,296 | 1,177 | 0.26% | 0.19% | 147 | +266 | 0.95% | Q3 2026 | Oct 08, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 36,842 | 1,156 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 27,153 | 1,129 | 0.01% | 0.01% | 149 | +542 | 2.04% | Q3 2026 | Oct 23, 2026 |
| IMC-Chicago, LLC | History | Reduced | 26,955 | 1,121 | 0.0% | 0.0% | 150 | -87,539 | -76.46% | Q3 2026 | Nov 05, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 34,720 | 1,090 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | No change | 34,409 | 1,080 | 0.57% | 0.57% | 152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTRUST BANK NA | History | No change | 34,005 | 1,067 | 0.08% | 0.08% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 25,590 | 1,064 | 0.03% | 0.02% | 154 | +2,754 | 12.06% | Q3 2026 | Oct 28, 2026 |
| Sivia Capital Partners, LLC | History | No change | 29,445 | 924 | 0.11% | 0.11% | 155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 22,183 | 922 | 0.04% | 0.03% | 156 | +4,370 | 24.53% | Q3 2026 | Oct 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 21,996 | 915 | 0.0% | 0.0% | 157 | -27,182 | -55.27% | Q3 2026 | Nov 02, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 29,134 | 914 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Unified Investment Management | History | Added to | 21,888 | 910 | 0.8% | 0.63% | 159 | +293 | 1.36% | Q3 2026 | Oct 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 28,919 | 908 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 28,875 | 906 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 28,440 | 893 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Henshaw Capital LLC | History | No change | 21,454 | 892 | 0.03% | 0.02% | 163 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FORA Capital, LLC | History | No change | 27,887 | 875 | 0.06% | 0.06% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 27,844 | 874 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 27,750 | 871 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorShares Investments LLC | History | No change | 27,186 | 853 | 0.1% | 0.1% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independent Advisor Alliance | History | No change | 27,007 | 848 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compound Planning, Inc. | History | Added to | 20,205 | 840 | 0.02% | 0.01% | 169 | +9,704 | 92.41% | Q3 2026 | Nov 05, 2026 |
| AlphaCore Capital LLC | History | New | 20,096 | 835 | 0.01% | — | 170 | +20,096 | New | Q3 2026 | Nov 04, 2026 |
| Dockside LLC | History | No change | 26,456 | 830 | 0.19% | 0.19% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| XTX Topco Ltd | History | No change | 26,433 | 829 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XY Capital Ltd | History | No change | 26,201 | 822 | 0.79% | 0.79% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 26,153 | 821 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | New | 19,665 | 818 | 0.01% | — | 175 | +19,665 | New | Q3 2026 | Nov 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 24,861 | 780 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | New | 18,435 | 766 | 0.02% | — | 178 | +18,435 | New | Q3 2026 | Oct 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,853 | 766 | 0.0% | 0.0% | 177 | +5,052 | 39.47% | Q3 2026 | Oct 13, 2026 |
| Savant Capital, LLC | History | No change | 24,313 | 764 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 24,266 | 761 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Banco de Sabadell, S.A | History | No change | 23,527 | 737 | 0.43% | 0.43% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 22,958 | 720 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 17,085 | 710 | 0.01% | 0.01% | 183 | +1,613 | 10.43% | Q3 2026 | Oct 23, 2026 |
| Callan Family Office, LLC | History | No change | 22,636 | 710 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Added to | 16,762 | 697 | 0.35% | 0.27% | 185 | +205 | 1.24% | Q3 2026 | Oct 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 16,616 | 691 | 0.01% | 0.01% | 186 | +1,145 | 7.4% | Q3 2026 | Oct 22, 2026 |
| SALT Holding Corp. | History | No change | 22,000 | 690 | 0.37% | 0.37% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DMC Group, LLC | History | New | 16,570 | 689 | 0.48% | — | 188 | +16,570 | New | Q3 2026 | Oct 26, 2026 |
| Atria Investments, Inc | History | Added to | 16,068 | 668 | 0.01% | 0.0% | 189 | +1,373 | 9.34% | Q3 2026 | Oct 15, 2026 |
| TODD ASSET MANAGEMENT LLC | History | No change | 15,944 | 663 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Portside Wealth Group, LLC | History | New | 15,841 | 658 | 0.07% | — | 191 | +15,841 | New | Q3 2026 | Oct 20, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 20,764 | 651 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Added to | 15,407 | 640 | 0.01% | 0.01% | 193 | +309 | 2.05% | Q3 2026 | Nov 03, 2026 |
| WealthTrust Axiom LLC | History | No change | 20,350 | 638 | 0.14% | 0.14% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 20,000 | 628 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 19,906 | 625 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 14,720 | 612 | 0.01% | 0.0% | 197 | -148 | -1.0% | Q3 2026 | Oct 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 19,179 | 602 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 19,195 | 602 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pure Financial Advisors, LLC | History | No change | 19,084 | 599 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 18,984 | 596 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 18,800 | 590 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 17,304 | 543 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 16,900 | 530 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| May Hill Capital, LLC | History | Added to | 12,708 | 528 | 0.1% | 0.08% | 205 | +710 | 5.92% | Q3 2026 | Nov 02, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 12,646 | 526 | 0.03% | 0.02% | 206 | +338 | 2.75% | Q3 2026 | Oct 13, 2026 |
| Voleon Capital Management LP | History | No change | 16,732 | 525 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 12,560 | 522 | 0.18% | 0.12% | 208 | +14 | 0.11% | Q3 2026 | Oct 16, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,281 | 510 | 0.01% | 0.0% | 209 | +2,210 | 21.94% | Q3 2026 | Nov 03, 2026 |
| ASSETMARK, INC | History | Added to | 12,247 | 509 | 0.0% | 0.0% | 210 | +11,137 | 1003.33% | Q3 2026 | Oct 21, 2026 |
| Inspire Advisors, LLC | History | No change | 15,616 | 489 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 15,109 | 474 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| West Family Investments, Inc. | History | No change | 14,996 | 470 | 0.14% | 0.14% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 14,823 | 465 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 14,808 | 464 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Inspire Investing, LLC | History | Added to | 11,109 | 462 | 0.02% | 0.01% | 216 | +2,881 | 35.01% | Q3 2026 | Oct 22, 2026 |
| CHOREO, LLC | History | Reduced | 11,058 | 460 | 0.0% | 0.0% | 217 | -371 | -3.25% | Q3 2026 | Oct 28, 2026 |
| Plan Group Financial, LLC | History | Added to | 10,000 | 457 | 0.09% | 0.05% | 218 | +2,000 | 25.0% | Q3 2026 | Oct 22, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 14,510 | 455 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 10,879 | 452 | 0.04% | 0.03% | 220 | +585 | 5.68% | Q3 2026 | Oct 01, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 10,742 | 446 | 0.11% | 0.09% | 222 | +76 | 0.71% | Q3 2026 | Oct 19, 2026 |
| Vontobel Holding Ltd. | History | No change | 10,724 | 446 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Regency Capital Management Inc.\DE | History | No change | 14,140 | 443 | 0.18% | 0.18% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 13,993 | 439 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 10,533 | 438 | 0.01% | 0.0% | 225 | -970 | -8.43% | Q3 2026 | Oct 15, 2026 |
| SYON CAPITAL LLC | History | No change | 13,875 | 435 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 13,820 | 433 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 10,399 | 432 | 0.01% | 0.0% | 228 | +2,964 | 39.87% | Q3 2026 | Oct 28, 2026 |
| GAMMA Investing LLC | History | Added to | 10,373 | 431 | 0.01% | 0.01% | 229 | +1,340 | 14.83% | Q3 2026 | Oct 08, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 13,550 | 425 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 9,963 | 420 | 0.0% | 0.0% | 231 | +1,584 | 18.9% | Q3 2026 | Nov 04, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 10,000 | 416 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Kestra Advisory Services, LLC | History | New | 9,931 | 413 | 0.0% | — | 234 | +9,931 | New | Q3 2026 | Nov 02, 2026 |
| Ascent Group, LLC | History | Added to | 9,930 | 413 | 0.01% | 0.01% | 233 | +1,823 | 22.49% | Q3 2026 | Oct 30, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 9,498 | 395 | 0.01% | 0.01% | 235 | -5,352 | -36.04% | Q3 2026 | Oct 22, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 9,504 | 395 | 0.04% | 0.03% | 236 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Employees Retirement System of Texas | History | No change | 12,532 | 394 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 9,341 | 389 | 0.0% | 0.0% | 238 | +249 | 2.74% | Q3 2026 | Oct 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 9,344 | 388 | 0.0% | 0.0% | 239 | +972 | 11.61% | Q3 2026 | Nov 02, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 9,297 | 386 | 0.06% | 0.04% | 240 | -1,160 | -11.09% | Q3 2026 | Oct 19, 2026 |
| AMG National Trust Bank | History | Added to | 9,256 | 385 | 0.01% | 0.01% | 241 | +61 | 0.66% | Q3 2026 | Nov 05, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 9,244 | 384 | 0.31% | 0.18% | 242 | -1,191 | -11.41% | Q3 2026 | Oct 29, 2026 |
| Manske Wealth Management | History | Reduced | 9,224 | 383 | 0.09% | 0.08% | 243 | -959 | -9.42% | Q3 2026 | Oct 26, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 9,020 | 375 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Sowell Financial Services LLC | History | Reduced | 8,958 | 372 | 0.01% | 0.01% | 245 | -1,497 | -14.32% | Q3 2026 | Oct 23, 2026 |
| Mattson Financial Services, LLC | History | No change | 10,391 | 370 | 0.08% | 0.08% | 246 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Heron Bay Capital Management | History | No change | 11,703 | 367 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 11,527 | 361 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plan A Wealth LLC | History | New | 8,583 | 357 | 0.13% | — | 249 | +8,583 | New | Q3 2026 | Oct 08, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 11,350 | 356 | 0.07% | 0.07% | 250 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | Reduced | 8,537 | 355 | 0.0% | 0.0% | 251 | -6,041 | -41.44% | Q3 2026 | Oct 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 8,321 | 351 | 0.0% | 0.0% | 252 | +77 | 0.93% | Q3 2026 | Oct 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 10,948 | 343 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 10,945 | 343 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 8,057 | 335 | 0.0% | 0.0% | 256 | +7,977 | 9971.25% | Q3 2026 | Nov 05, 2026 |
| BROWN ADVISORY INC | History | No change | 10,689 | 335 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Facet Wealth, Inc. | History | New | 8,037 | 334 | 0.0% | — | 257 | +8,037 | New | Q3 2026 | Nov 04, 2026 |
| Naviter Wealth, LLC | History | No change | 10,455 | 328 | 0.03% | 0.03% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,782 | 323 | 0.0% | 0.0% | 259 | -3,278 | -29.64% | Q3 2026 | Oct 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 7,785 | 323 | 0.01% | 0.0% | 261 | +285 | 3.8% | Q3 2026 | Nov 05, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 10,296 | 323 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 10,137 | 318 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 10,000 | 314 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CoreCommodity Management, LLC | History | No change | 9,936 | 311 | 0.06% | 0.06% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 7,313 | 304 | 0.0% | — | 265 | +7,313 | New | Q3 2026 | Oct 16, 2026 |
| Allianz Asset Management GmbH | History | No change | 9,600 | 301 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Rehmann Capital Advisory Group | History | No change | 9,577 | 300 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Brown Financial Advisors | History | No change | 9,505 | 298 | 0.1% | 0.1% | 268 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Janney Montgomery Scott LLC | History | No change | 9,266 | 291 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 6,988 | 290 | 0.01% | — | 270 | +6,988 | New | Q3 2026 | Oct 21, 2026 |
| Cooper Financial Group | History | New | 6,966 | 289 | 0.02% | — | 271 | +6,966 | New | Q3 2026 | Oct 07, 2026 |
| Cherokee Insurance Co | History | No change | 6,944 | 288 | 0.11% | 0.08% | 272 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| PDS Planning, Inc | History | Reduced | 6,752 | 280 | 0.02% | 0.01% | 273 | -87 | -1.27% | Q3 2026 | Nov 03, 2026 |
| R Squared Ltd | History | No change | 8,922 | 280 | 0.15% | 0.15% | 274 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ballentine Partners, LLC | History | No change | 8,823 | 277 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 6,648 | 276 | 0.01% | — | 276 | +6,648 | New | Q3 2026 | Oct 13, 2026 |
| Rose Capital Advisors LLC | History | New | 6,598 | 274 | 0.07% | — | 277 | +6,598 | New | Q3 2026 | Nov 04, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 6,522 | 271 | 0.01% | 0.0% | 279 | -404 | -5.83% | Q3 2026 | Oct 21, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 8,635 | 271 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | New | 6,346 | 263 | 0.25% | — | 280 | +6,346 | New | Q3 2026 | Oct 22, 2026 |
| CreativeOne Wealth, LLC | History | No change | 8,344 | 262 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 6,287 | 261 | 0.02% | — | 283 | +6,287 | New | Q3 2026 | Oct 29, 2026 |
| M&T BANK CORP | History | No change | 8,329 | 261 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lido Advisors, LLC | History | Reduced | 6,170 | 256 | 0.0% | 0.0% | 284 | -636 | -9.34% | Q3 2026 | Nov 04, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 8,100 | 254 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 8,049 | 252 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aprio Wealth Management, LLC | History | New | 6,050 | 251 | 0.01% | — | 288 | +6,050 | New | Q3 2026 | Oct 28, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | New | 6,042 | 251 | 0.02% | — | 287 | +6,042 | New | Q3 2026 | Oct 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 7,867 | 247 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Inscription Capital, LLC | History | Reduced | 5,871 | 244 | 0.03% | 0.02% | 291 | -1,165 | -16.56% | Q3 2026 | Nov 02, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 7,775 | 244 | 0.07% | 0.07% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hexagon Capital Partners LLC | History | No change | 7,771 | 244 | 0.03% | 0.03% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Venturi Wealth Management, LLC | History | No change | 7,712 | 242 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Brucke Financial, Inc. | History | New | 5,727 | 238 | 0.1% | — | 296 | +5,727 | New | Q3 2026 | Oct 23, 2026 |
| DRW Securities, LLC | History | No change | 7,593 | 238 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 7,605 | 238 | 0.03% | 0.03% | 295 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisors Preferred, LLC | History | No change | 7,350 | 235 | 0.04% | 0.04% | 297 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sovran Advisors, LLC | History | New | 4,854 | 230 | 0.02% | — | 298 | +4,854 | New | Q3 2026 | Oct 30, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 5,503 | 228 | 0.09% | 0.08% | 299 | -2,347 | -29.9% | Q3 2026 | Oct 26, 2026 |
| Van Diest Capital, LLC | History | No change | 7,272 | 228 | 0.2% | 0.2% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Belpointe Asset Management LLC | History | No change | 7,260 | 227 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 5,455 | 226 | 0.0% | — | 302 | +5,455 | New | Q3 2026 | Nov 04, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 7,149 | 224 | 0.04% | 0.04% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 7,120 | 223 | 0.1% | 0.1% | 304 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CERTUITY, LLC | History | New | 5,312 | 220 | 0.01% | — | 305 | +5,312 | New | Q3 2026 | Nov 02, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 5,265 | 219 | 0.0% | — | 306 | +5,265 | New | Q3 2026 | Oct 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 6,940 | 217 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 6,923 | 217 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 6,829 | 213 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resonant Capital Advisors, LLC | History | New | 5,008 | 208 | 0.01% | — | 310 | +5,008 | New | Q3 2026 | Oct 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | New | 4,977 | 207 | 0.03% | — | 311 | +4,977 | New | Q3 2026 | Oct 27, 2026 |
| Bayforest Capital Ltd | History | New | 4,649 | 193 | 0.29% | — | 312 | +4,649 | New | Q3 2026 | Nov 03, 2026 |
| Leonteq Securities AG | History | No change | 4,500 | 187 | 0.01% | 0.0% | 313 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 5,100 | 185 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Havemeyer Place LP | History | No change | 5,473 | 171 | 0.02% | 0.02% | 315 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5,424 | 169 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFC Planning, Inc. | History | No change | 5,367 | 168 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,538 | 147 | 0.0% | 0.0% | 318 | -369 | -9.44% | Q3 2026 | Nov 04, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 3,498 | 146 | 0.01% | — | 319 | +3,498 | New | Q3 2026 | Oct 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 3,226 | 134 | 0.01% | 0.01% | 320 | -26 | -0.8% | Q3 2026 | Oct 27, 2026 |
| Compass Wealth Management LLC | History | New | 3,055 | 127 | 0.02% | — | 324 | +3,055 | New | Q3 2026 | Oct 22, 2026 |
| State of Wyoming | History | Reduced | 3,066 | 127 | 0.01% | 0.01% | 323 | -310 | -9.18% | Q3 2026 | Oct 28, 2026 |
| Costello Asset Management, INC | History | Reduced | 3,060 | 127 | 0.04% | 0.03% | 322 | -200 | -6.13% | Q3 2026 | Oct 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,053 | 127 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 3,817 | 119 | 0.02% | 0.02% | 325 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Cromwell Holdings LLC | History | No change | 2,743 | 114 | 0.05% | 0.04% | 326 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Grove Bank & Trust | History | Reduced | 2,355 | 97 | 0.01% | 0.01% | 327 | -10 | -0.42% | Q3 2026 | Oct 08, 2026 |
| V-Square Quantitative Management LLC | History | Reduced | 2,270 | 94 | 0.01% | 0.01% | 328 | -31 | -1.35% | Q3 2026 | Oct 15, 2026 |
| BESSEMER GROUP INC | History | No change | 2,957 | 93 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 2,876 | 90 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arlington Trust Co LLC | History | No change | 2,136 | 88 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 1,960 | 81 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| HM PAYSON & CO | History | No change | 2,474 | 77 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Manchester Capital Management LLC | History | Reduced | 1,618 | 67 | 0.01% | 0.01% | 334 | -403 | -19.94% | Q3 2026 | Oct 22, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,879 | 59 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 1,886 | 59 | 0.04% | 0.04% | 336 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EASTERN BANK | History | No change | 1,114 | 46 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,288 | 40 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 1,269 | 39 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 944 | 39 | 0.03% | 0.03% | 340 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 936 | 38 | 0.0% | 0.0% | 341 | +197 | 26.66% | Q3 2026 | Nov 05, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 840 | 34 | 0.03% | 0.01% | 342 | +405 | 93.1% | Q3 2026 | Oct 27, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 797 | 33 | 0.0% | 0.0% | 343 | +305 | 61.99% | Q3 2026 | Oct 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 786 | 32 | 0.0% | 0.0% | 344 | +117 | 17.49% | Q3 2026 | Oct 23, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 766 | 31 | 0.01% | — | 347 | +766 | New | Q3 2026 | Oct 15, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 769 | 31 | 0.0% | 0.0% | 346 | +23 | 3.08% | Q3 2026 | Oct 29, 2026 |
| Asset Dedication, LLC | History | Reduced | 750 | 31 | 0.0% | 0.0% | 345 | -9 | -1.19% | Q3 2026 | Nov 02, 2026 |
| GROUP ONE TRADING LLC | History | No change | 912 | 28 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 669 | 27 | 0.01% | 0.0% | 349 | +304 | 83.29% | Q3 2026 | Nov 04, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 627 | 26 | 0.0% | 0.0% | 350 | -7 | -1.1% | Q3 2026 | Oct 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 766 | 24 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Added to | 565 | 23 | 0.0% | 0.0% | 352 | +285 | 101.79% | Q3 2026 | Nov 05, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 520 | 21 | 0.0% | — | 355 | +520 | New | Q3 2026 | Oct 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 676 | 21 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 516 | 21 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 640 | 20 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 489 | 20 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| TRUST CO OF VERMONT | History | No change | 500 | 20 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Parvin Asset Management, LLC | History | No change | 625 | 19 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 449 | 18 | 0.0% | 0.0% | 361 | -83 | -15.6% | Q3 2026 | Oct 13, 2026 |
| IFP Advisors, Inc | History | Added to | 440 | 18 | 0.0% | 0.0% | 360 | +6 | 1.38% | Q3 2026 | Oct 16, 2026 |
| SHP Wealth Management | History | No change | 560 | 17 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dunhill Financial, LLC | History | No change | 533 | 16 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 515 | 16 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 453 | 14 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| James T. Borello RIA | History | No change | 360 | 14 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Root Financial Partners, LLC | History | New | 336 | 13 | 0.0% | — | 370 | +336 | New | Q3 2026 | Oct 21, 2026 |
| Rakuten Securities, Inc. | History | Added to | 333 | 13 | 0.0% | 0.0% | 369 | +35 | 11.74% | Q3 2026 | Nov 02, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 325 | 13 | 0.0% | 0.0% | 368 | -25 | -7.14% | Q3 2026 | Oct 28, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 317 | 13 | 0.0% | 0.0% | 367 | +2 | 0.63% | Q3 2026 | Nov 02, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 254 | 10 | 0.01% | — | 374 | +254 | New | Q3 2026 | Oct 09, 2026 |
| Oakworth Capital, Inc. | History | Added to | 251 | 10 | 0.0% | 0.0% | 372 | +25 | 11.06% | Q3 2026 | Oct 26, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 319 | 10 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | No change | 321 | 10 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 236 | 9 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Cornerstone Financial Management LLC | History | No change | 298 | 9 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 200 | 8 | 0.0% | 0.0% | 377 | +85 | 73.91% | Q3 2026 | Oct 15, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 212 | 8 | 0.0% | 0.0% | 381 | +15 | 7.61% | Q3 2026 | Nov 05, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 200 | 8 | 0.0% | 0.0% | 378 | +4 | 2.04% | Q3 2026 | Oct 23, 2026 |
| Davis Capital Management | History | No change | 200 | 8 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Aventura Private Wealth, LLC | History | No change | 272 | 8 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GK Wealth Management LLC | History | New | 190 | 7 | 0.0% | — | 382 | +190 | New | Q3 2026 | Oct 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 151 | 6 | 0.0% | 0.0% | 383 | +66 | 77.65% | Q3 2026 | Nov 03, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 156 | 6 | 0.0% | 0.0% | 386 | +27 | 20.93% | Q3 2026 | Oct 20, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 162 | 6 | 0.0% | 0.0% | 384 | +21 | 14.89% | Q3 2026 | Nov 03, 2026 |
| Millstone Evans Group, LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 170 | 5 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valued Wealth Advisors LLC | History | New | 107 | 4 | 0.0% | — | 398 | +107 | New | Q3 2026 | Nov 05, 2026 |
| West Financial Advisors, LLC | History | New | 100 | 4 | 0.0% | — | 396 | +100 | New | Q3 2026 | Oct 22, 2026 |
| Ascentis Independent Advisors | History | New | 100 | 4 | 0.0% | — | 397 | +100 | New | Q3 2026 | Nov 03, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 103 | 4 | 0.0% | 0.0% | 392 | +22 | 27.16% | Q3 2026 | Oct 20, 2026 |
| Roxbury Financial LLC | History | Added to | 104 | 4 | 0.0% | 0.0% | 395 | +1 | 0.97% | Q3 2026 | Oct 01, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 100 | 4 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| GW&K Investment Management, LLC | History | No change | 130 | 4 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 99 | 4 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 147 | 4 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | No change | 143 | 4 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 104 | 4 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| CENTRAL TRUST Co | History | No change | 78 | 3 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roble, Belko & Company, Inc | History | No change | 100 | 3 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 91 | 3 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 96 | 3 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elyxium Wealth, LLC | History | New | 60 | 2 | 0.0% | — | 415 | +60 | New | Q3 2026 | Oct 27, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 64 | 2 | 0.0% | 0.0% | 413 | -27 | -29.67% | Q3 2026 | Oct 29, 2026 |
| American Capital Advisory, LLC | History | Added to | 54 | 2 | 0.0% | 0.0% | 411 | +22 | 68.75% | Q3 2026 | Oct 28, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 53 | 2 | 0.0% | 0.0% | 404 | +20 | 60.61% | Q3 2026 | Oct 21, 2026 |
| IMA Advisory Services, Inc. | History | No change | 92 | 2 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 73 | 2 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 62 | 2 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 69 | 2 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 63 | 2 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Essential Partners LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| UMB Private Wealth Management, LLC | History | New | 42 | 1 | 0.0% | — | 425 | +42 | New | Q3 2026 | Oct 19, 2026 |
| Jacobi Capital Management LLC | History | New | 33 | 1 | 0.0% | — | 423 | +33 | New | Q3 2026 | Nov 05, 2026 |
| Planning Strategies Inc. | History | New | 29 | 1 | 0.0% | — | 424 | +29 | New | Q3 2026 | Oct 02, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 25 | 1 | 0.0% | — | 416 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 33 | 1 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 38 | 1 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trust Co | History | No change | 25 | 1 | 0.0% | — | 419 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Nemes Rush Group LLC | History | No change | 46 | 1 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Essential Investment Partners LLC | History | No change | 30 | 1 | 0.0% | — | 422 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 0.69% | — | -204,684 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Corecam Pte. Ltd. | History | Closed out | 0 | 0 | — | 1.14% | — | -95,650 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Corecam AG | History | Closed out | 0 | 0 | — | 1.15% | — | -42,900 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Collaborative Fund Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -9,340 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Seed Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -9,260 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,109 | -100.0% | Q3 2026 | Oct 29, 2026 |
| DECISION INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.19% | — | -6,760 | -100.0% | Q3 2026 | Oct 07, 2026 |
| PENNEY FINANCIAL, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,649 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -883 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -389 | -100.0% | Q3 2026 | Oct 26, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -177 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2026 | Oct 20, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Oct 19, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Abound Wealth Management | History | Reduced | 7 | 0 | — | — | — | -9 | -56.25% | Q3 2026 | Oct 26, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Center for Financial Planning, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 26, 2026 |
| Monetary Solutions, Ltd | History | Added to | 9 | 0 | — | — | — | +3 | 50.0% | Q3 2026 | Oct 22, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Horizon Investments, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFG Advisory, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Mosley Wealth Management | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| LRI Investments, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Synergy Investment Management, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Dogwood Wealth Management LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MidFirst Bank | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ares Financial Consulting, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Highland Investment Advisors LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |