Energy Transfer LP - ET
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPS ADVISORS INC | History | No change | 86,904,208 | 1,661,608 | 7.79% | 7.79% | 1 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MORGAN STANLEY | History | No change | 85,820,194 | 1,639,306 | 0.09% | 0.09% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 81,080,493 | 1,545,394 | 0.09% | 0.09% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 62,819,419 | 1,201,107 | 0.1% | 0.1% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 54,927,735 | 1,050,218 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | No change | 37,997,055 | 726,503 | 7.39% | 7.39% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blackstone Inc. | History | No change | 35,782,842 | 684,167 | 2.08% | 2.08% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 31,023,754 | 589,531 | 0.08% | 0.08% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 28,139,938 | 538,035 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Energy Income Partners, LLC | History | No change | 25,654,536 | 490,514 | 7.71% | 7.71% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 24,415,955 | 466,833 | 0.56% | 0.56% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | No change | 24,166,229 | 462,058 | 9.06% | 9.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Belfer Management LLC | History | No change | 22,155 | 423,617 | 7.02% | 7.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 21,972,865 | 420,121 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS | History | No change | 21,401,124 | 409,189 | 1.65% | 1.65% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 17,059,385 | 326,175 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 16,825,892 | 321,711 | 2.42% | 2.42% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 16,691,083 | 319,131 | 0.21% | 0.21% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | No change | 15,361,046 | 293,703 | 10.56% | 10.56% | 19 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 13,526,220 | 258,621 | 0.31% | 0.31% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COOPERMAN LEON G | History | No change | 13,320,100 | 254,680 | 7.18% | 7.18% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | No change | 13,308,051 | 254,449 | 0.21% | 0.21% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 13,392,705 | 252,377 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 10,351,108 | 203,591 | 0.07% | 0.07% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Long Focus Capital Management, LLC | History | No change | 10,455,200 | 199,903 | 5.11% | 5.11% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROOKFIELD Corp /ON/ | History | No change | 8,528,558 | 163,066 | 0.21% | 0.21% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 8,542,722 | 162,700 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BERKLEY W R CORP | History | No change | 8,250,000 | 157,740 | 7.52% | 7.52% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | No change | 7,923,600 | 151,499 | 6.78% | 6.78% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GROUP ONE TRADING LLC | History | No change | 7,816,358 | 149,448 | 0.21% | 0.21% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 7,974,961 | 148,924 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 7,352,174 | 140,573 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | No change | 9,415,388 | 139,796 | 8.18% | 8.18% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | No change | 6,703,300 | 128,167 | 2.01% | 2.01% | 34 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 6,570,729 | 125,632 | 0.1% | 0.1% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 6,377,126 | 121,930 | 4.04% | 4.04% | 36 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Patient Capital Management, LLC | History | No change | 6,080,678 | 116,262 | 3.81% | 3.81% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,958,700 | 113,930 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Recurrent Investment Advisors LLC | History | No change | 5,935,394 | 113,484 | 7.04% | 7.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,906,200 | 112,926 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 5,728,052 | 109,520 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Garrett Wealth Advisory Group, LLC | History | No change | 5,479,943 | 104,776 | 16.11% | 16.11% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fractal Investments LLC | History | No change | 5,471,353 | 104,612 | 12.07% | 12.07% | 43 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stephens Group, LLC | History | No change | 5,444,597 | 104,100 | 50.46% | 50.46% | 44 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | No change | 5,314,984 | 101,622 | 2.7% | 2.7% | 45 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMERCE BANK | History | No change | 5,025,345 | 96,084 | 0.42% | 0.42% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,935,389 | 94,265 | 0.14% | 0.14% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | No change | 4,359,713 | 83,357 | 0.79% | 0.79% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COHEN & STEERS, INC. | History | No change | 4,298,185 | 82,181 | 0.13% | 0.13% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 4,198,230 | 80,269 | 0.15% | 0.15% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 4,141,285 | 79,181 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,037,347 | 77,124 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 4,017,925 | 76,822 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IMC-Chicago, LLC | History | No change | 3,855,957 | 73,725 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 3,475,791 | 70,567 | 1.41% | 1.41% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Americana Partners, LLC | History | No change | 3,553,524 | 67,943 | 1.53% | 1.53% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Maryland State Retirement & Pension System | History | No change | 2,999,375 | 57,348 | 0.98% | 0.98% | 57 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Employees Retirement System of Texas | History | No change | 2,966,911 | 56,727 | 0.45% | 0.45% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 2,957,838 | 56,553 | 0.05% | 0.05% | 59 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,958,689 | 56,515 | 0.07% | 0.07% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 2,753,786 | 52,652 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Progeny 3, Inc. | History | No change | 2,743,907 | 52,463 | 2.71% | 2.71% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Philosophy Capital Management LLC | History | No change | 2,420,488 | 46,279 | 2.19% | 2.19% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 2,201,342 | 42,089 | 0.16% | 0.16% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | No change | 2,188,737 | 41,848 | 8.56% | 8.56% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | No change | 2,186,459 | 41,805 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 2,159,697 | 41,293 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,146,965 | 41,049 | 3.91% | 3.91% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,086,100 | 39,661 | 0.09% | 0.09% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,065,797 | 39,498 | 0.18% | 0.18% | 70 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cetera Investment Advisers | History | No change | 2,074,604 | 39,183 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | History | No change | 2,048,500 | 39,167 | 21.17% | 21.17% | 72 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Northside Capital Management, LLC | History | No change | 2,009,253 | 38,416 | 3.14% | 3.14% | 73 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 1,990,834 | 38,064 | 0.26% | 0.26% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 1,942,908 | 37,148 | 0.35% | 0.35% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 1,939,020 | 37,074 | 0.61% | 0.61% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Callodine Capital Management, LP | History | No change | 1,875,000 | 35,850 | 2.34% | 2.34% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,874,897 | 35,848 | 0.17% | 0.17% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 1,821,330 | 34,823 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Mariner, LLC | History | No change | 1,818,055 | 34,610 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 1,808,467 | 34,577 | 0.16% | 0.16% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 1,802,685 | 34,467 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | No change | 1,763,645 | 33,567 | 0.22% | 0.22% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,748,562 | 32,788 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Empowered Funds, LLC | History | No change | 1,669,064 | 31,912 | 0.17% | 0.17% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 1,611,509 | 30,812 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Indivisible Partners | History | No change | 1,610,667 | 30,795 | 1.74% | 1.74% | 87 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BLACKHILL CAPITAL INC | History | No change | 1,600,000 | 30,592 | 1.27% | 1.27% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEOS Investment Management LLC | History | No change | 1,584,634 | 30,298 | 0.11% | 0.11% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Appaloosa LP | History | No change | 1,576,125 | 30,135 | 0.39% | 0.39% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Capital Advisors, Inc. | History | No change | 1,510,980 | 28,889 | 2.53% | 2.53% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STEPHENS INC /AR/ | History | No change | 1,479,489 | 28,287 | 0.32% | 0.32% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Adams Asset Advisors, LLC | History | No change | 1,473,560 | 28,174 | 3.2% | 3.2% | 93 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kamunting Street Capital Management, L.P. | History | No change | 1,469,223 | 27,598 | 15.45% | 15.45% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,484,192 | 27,348 | 0.09% | 0.09% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DELPHI FINANCIAL GROUP, INC. | History | No change | 1,421,945 | 27,187 | 13.44% | 13.44% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,418,032 | 27,112 | 0.19% | 0.19% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 1,390,296 | 26,582 | 0.15% | 0.15% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alden Global Capital LLC | History | No change | 1,370,511 | 26,204 | 9.62% | 9.62% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEMA ETFS LLC | History | No change | 1,366,371 | 26,125 | 0.84% | 0.84% | 100 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,352,643 | 25,862 | 0.19% | 0.19% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 1,318,903 | 25,217 | 0.55% | 0.55% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 1,297,219 | 24,803 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GABELLI FUNDS LLC | History | No change | 1,280,525 | 24,483 | 0.16% | 0.16% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,244,157 | 23,788 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| KIM, LLC | History | No change | 2,074,034 | 23,768 | 2.37% | 2.37% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RR Advisors, LLC | History | No change | 1,235,260 | 23,618 | 6.83% | 6.83% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,233,500 | 23,584 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 1,100,000 | 21,032 | 0.27% | 0.27% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | No change | 1,062,395 | 20,314 | 0.3% | 0.3% | 110 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Empirical Finance, LLC | History | No change | 1,037,614 | 19,839 | 0.82% | 0.82% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GENERAL AMERICAN INVESTORS CO INC | History | No change | 1,020,030 | 19,502 | 1.15% | 1.15% | 112 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,009,594 | 19,353 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PAYDEN & RYGEL | History | No change | 1,012,090 | 19,351 | 1.49% | 1.49% | 114 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,011,197 | 19,334 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CNA FINANCIAL CORP | History | No change | 1,000,000 | 19,120 | 8.0% | 8.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RBF Capital, LLC | History | No change | 1,000,000 | 19,120 | 0.79% | 0.79% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bollard Group LLC | History | No change | 995,183 | 19,028 | 0.58% | 0.58% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 1,032,237 | 18,826 | 0.08% | 0.08% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOWEN HANES & CO INC | History | No change | 975,000 | 18,817 | 0.46% | 0.46% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 971,804 | 18,580 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coronation Fund Managers Ltd. | History | No change | 971,251 | 18,570 | 0.71% | 0.71% | 122 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 948,805 | 18,141 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McGowan Group Asset Management, Inc. | History | No change | 936,961 | 17,914 | 2.18% | 2.18% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 928,614 | 17,755 | 0.05% | 0.05% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 921,770 | 17,624 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 935,769 | 17,525 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 877,656 | 17,254 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC | History | No change | 900,000 | 17,208 | 4.98% | 4.98% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 898,880 | 17,186 | 2.26% | 2.26% | 130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Oak Grove Capital LLC | History | No change | 894,709 | 17,106 | 0.81% | 0.81% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 889,978 | 17,016 | 0.77% | 0.77% | 132 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FFG Partners, LLC | History | No change | 883,770 | 16,897 | 4.79% | 4.79% | 133 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 864,161 | 16,522 | 0.16% | 0.16% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 845,478 | 16,165 | 0.28% | 0.28% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KCM Capital Inc | History | No change | 840,000 | 16,060 | 2.6% | 2.6% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merewether Investment Management, LP | History | No change | 835,800 | 15,980 | 0.3% | 0.3% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 819,840 | 15,675 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westend Capital Management, LLC | History | No change | 806,861 | 15,427 | 3.53% | 3.53% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Heronetta Management, L.P. | History | No change | 799,229 | 15,281 | 14.03% | 14.03% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 793,525 | 15,172 | 0.73% | 0.73% | 141 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 785,422 | 15,017 | 0.8% | 0.8% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | No change | 778,256 | 14,880 | 0.07% | 0.07% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | No change | 773,690 | 14,792 | 0.99% | 0.99% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 748,661 | 14,314 | 0.16% | 0.16% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 744,449 | 14,233 | 0.75% | 0.75% | 146 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHERN TRUST CORP | History | No change | 734,066 | 14,035 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | No change | 717,524 | 13,719 | 0.19% | 0.19% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | No change | 716,515 | 13,699 | 0.15% | 0.15% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 699,609 | 13,376 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 696,213 | 13,311 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 686,712 | 13,129 | 0.06% | 0.06% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 820,008 | 12,939 | 0.07% | 0.07% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lido Advisors, LLC | History | No change | 725,968 | 12,336 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | No change | 624,024 | 11,931 | 2.31% | 2.31% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NFC Investments, LLC | History | No change | 614,758 | 11,754 | 2.99% | 2.99% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oxbow Advisors, LLC | History | No change | 618,348 | 11,656 | 0.95% | 0.95% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 602,340 | 11,516 | 1.89% | 1.89% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Militia Capital Management LLC | History | No change | 600,000 | 11,472 | 0.34% | 0.34% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA HOLDINGS INC | History | No change | 597,874 | 11,431 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 595,263 | 11,381 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 587,813 | 11,239 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEXFORD CAPITAL LP | History | No change | 582,962 | 11,146 | 1.43% | 1.43% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 555,230 | 10,615 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | No change | 545,081 | 10,422 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Capital Management, LLC | History | No change | 544,955 | 10,419 | 0.11% | 0.11% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 539,600 | 10,317 | 0.99% | 0.99% | 167 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HENNESSY ADVISORS INC | History | No change | 537,596 | 10,278 | 0.33% | 0.33% | 168 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Larson Financial Group LLC | History | No change | 535,246 | 10,233 | 0.27% | 0.27% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fogel Capital Management, Inc. | History | No change | 511,784 | 9,785 | 3.93% | 3.93% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 509,681 | 9,745 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELCO Management Co., LLC | History | No change | 503,905 | 9,634 | 4.15% | 4.15% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Requisite Capital Management, LLC | History | No change | 500,433 | 9,568 | 1.58% | 1.58% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Truffle Hound Capital, LLC | History | No change | 500,000 | 9,560 | 2.04% | 2.04% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 487,218 | 9,315 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 490,843 | 9,281 | 0.11% | 0.11% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SL ADVISORS, LLC | History | No change | 473,898 | 9,060 | 15.85% | 15.85% | 177 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Advisors Asset Management, Inc. | History | No change | 473,303 | 9,049 | 0.14% | 0.14% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 450,896 | 8,621 | 3.04% | 3.04% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AVENIR CORP | History | No change | 450,367 | 8,611 | 1.05% | 1.05% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 442,282 | 8,456 | 0.74% | 0.74% | 181 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Moors & Cabot, Inc. | History | No change | 438,705 | 8,388 | 0.33% | 0.33% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PEAK6 LLC | History | No change | 424,600 | 8,118 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sowell Financial Services LLC | History | No change | 441,486 | 7,957 | 0.26% | 0.26% | 184 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 412,747 | 7,891 | 0.85% | 0.85% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 412,459 | 7,886 | 1.04% | 1.04% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concorde Financial Corp | History | No change | 410,387 | 7,846 | 6.32% | 6.32% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 409,501 | 7,829 | 1.07% | 1.07% | 188 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 412,587 | 7,825 | 0.09% | 0.09% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 401,269 | 7,672 | 0.2% | 0.2% | 190 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 400,166 | 7,651 | 1.15% | 1.15% | 191 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Forum Financial Management, LP | History | No change | 392,423 | 7,503 | 0.1% | 0.1% | 192 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 383,381 | 7,330 | 0.18% | 0.18% | 193 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 382,060 | 7,304 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cumberland Partners Ltd | History | No change | 380,005 | 7,265 | 0.47% | 0.47% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER & CO INC | History | No change | 378,328 | 7,233 | 0.08% | 0.08% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | No change | 376,978 | 7,207 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 375,209 | 7,174 | 0.09% | 0.09% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 360,079 | 6,884 | 0.06% | 0.06% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUB Investment Partners, LLC | History | No change | 366,830 | 6,843 | 0.12% | 0.12% | 200 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 356,235 | 6,811 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Annandale Capital, LLC | History | No change | 348,462 | 6,663 | 0.91% | 0.91% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cutler Capital Management, LLC | History | No change | 345,960 | 6,614 | 1.72% | 1.72% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 343,257 | 6,563 | 0.08% | 0.08% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 341,205 | 6,523 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 338,209 | 6,466 | 0.19% | 0.19% | 206 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Cohen Capital Management, Inc. | History | No change | 335,304 | 6,411 | 0.87% | 0.87% | 207 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | No change | 553,547 | 6,324 | 1.58% | 1.58% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 326,294 | 6,238 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VestGen Advisors, LLC | History | No change | 324,712 | 6,208 | 0.18% | 0.18% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AR ASSET MANAGEMENT INC | History | No change | 321,520 | 6,147 | 1.13% | 1.13% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hilltop Holdings Inc. | History | No change | 320,022 | 6,118 | 0.47% | 0.47% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 319,416 | 6,107 | 0.25% | 0.25% | 213 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 317,813 | 6,076 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | No change | 315,163 | 6,025 | 0.65% | 0.65% | 215 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Keebeck Wealth Management | History | No change | 314,060 | 6,004 | 0.59% | 0.59% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SageGuard Financial Group, LLC | History | No change | 314,021 | 6,004 | 0.84% | 0.84% | 217 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bahl & Gaynor LLC | History | No change | 312,036 | 5,966 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Old North State Wealth Management, LLC | History | No change | 311,656 | 5,959 | 2.55% | 2.55% | 219 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AlTi Global, Inc. | History | No change | 310,454 | 5,935 | 0.12% | 0.12% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 306,873 | 5,867 | 0.06% | 0.06% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Everest Financial Group LLC | History | No change | 304,501 | 5,822 | 0.79% | 0.79% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M&T BANK CORP | History | No change | 301,820 | 5,770 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DCF Advisers, LLC | History | No change | 300,500 | 5,745 | 1.02% | 1.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 295,660 | 5,653 | 0.27% | 0.27% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | No change | 295,196 | 5,644 | 0.29% | 0.29% | 226 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ProShare Advisors LLC | History | No change | 288,483 | 5,515 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 287,345 | 5,494 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 287,074 | 5,488 | 0.03% | 0.03% | 229 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 282,726 | 5,405 | 0.48% | 0.48% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 285,343 | 5,302 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 416,605 | 5,251 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Investments, LLC | History | No change | 263,552 | 5,039 | 0.2% | 0.2% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hartree Partners, LP | History | No change | 260,000 | 4,971 | 1.06% | 1.06% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | No change | 258,560 | 4,943 | 0.06% | 0.06% | 235 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 253,943 | 4,855 | 0.14% | 0.14% | 236 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Virtu Financial LLC | History | No change | 252,789 | 4,833 | 0.15% | 0.15% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Magnus Financial Group LLC | History | No change | 396,981 | 4,755 | 0.34% | 0.34% | 238 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| North Star Investment Management Corp. | History | No change | 244,602 | 4,676 | 0.25% | 0.25% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 240,664 | 4,601 | 0.3% | 0.3% | 240 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 239,019 | 4,570 | 0.07% | 0.07% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 238,240 | 4,555 | 0.12% | 0.12% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 236,583 | 4,506 | 0.27% | 0.27% | 243 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 235,529 | 4,503 | 3.2% | 3.2% | 244 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Capital Analysts, LLC | History | No change | 235,498 | 4,503 | 0.1% | 0.1% | 245 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Calamos Advisors LLC | History | No change | 230,990 | 4,416 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Equitable Holdings, Inc. | History | No change | 230,857 | 4,413 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 229,200 | 4,382 | 0.83% | 0.83% | 248 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Brookstone Capital Management | History | No change | 226,798 | 4,336 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 226,315 | 4,327 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| American Assets Investment Management, LLC | History | No change | 225,800 | 4,317 | 0.26% | 0.26% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IHT Wealth Management, LLC | History | No change | 222,904 | 4,261 | 0.09% | 0.09% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 219,117 | 4,189 | 0.25% | 0.25% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mutual Advisors, LLC | History | No change | 218,896 | 4,185 | 0.08% | 0.08% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PSI Advisors, LLC | History | No change | 218,883 | 4,185 | 0.97% | 0.97% | 255 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 215,650 | 4,123 | 0.07% | 0.07% | 256 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HB Wealth Management, LLC | History | No change | 215,505 | 4,120 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Caption Management, LLC | History | No change | 213,600 | 4,084 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | No change | 212,838 | 4,069 | 0.1% | 0.1% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Northern Right Capital Management, L.P. | History | No change | 212,512 | 4,063 | 1.21% | 1.21% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 212,530 | 4,063 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 211,064 | 4,035 | 0.4% | 0.4% | 262 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 226,738 | 4,029 | 0.93% | 0.93% | 263 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 209,108 | 3,998 | 0.08% | 0.08% | 264 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 207,000 | 3,958 | 0.35% | 0.35% | 265 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 206,730 | 3,952 | 0.22% | 0.22% | 266 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | No change | 203,522 | 3,891 | 3.09% | 3.09% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lionhunter Capital Management, LLC | History | No change | 202,512 | 3,872 | 1.75% | 1.75% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 201,504 | 3,852 | 0.38% | 0.38% | 269 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 201,323 | 3,849 | 0.17% | 0.17% | 270 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JBF Capital, Inc. | History | No change | 200,000 | 3,824 | 0.5% | 0.5% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 199,171 | 3,808 | 0.05% | 0.05% | 272 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 195,743 | 3,742 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lavaca Capital LLC | History | No change | 192,800 | 3,686 | 0.36% | 0.36% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TERRIL BROTHERS, INC. | History | No change | 202,139 | 3,657 | 0.94% | 0.94% | 275 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 189,939 | 3,631 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 188,858 | 3,610 | 0.46% | 0.46% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 188,109 | 3,596 | 0.46% | 0.46% | 278 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clear Trail Advisors, LLC | History | No change | 186,994 | 3,575 | 0.55% | 0.55% | 279 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Wealth, LLC | History | No change | 186,223 | 3,560 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDENTREE ASSET MANAGEMENT LP | History | No change | 184,793 | 3,533 | 0.21% | 0.21% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Holdings, LLC | History | No change | 183,752 | 3,513 | 1.08% | 1.08% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 183,024 | 3,499 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Haverford Trust Co | History | No change | 180,839 | 3,457 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corps Capital Advisors, LLC | History | No change | 179,022 | 3,422 | 2.76% | 2.76% | 285 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Enclave Advisors LLC | History | No change | 176,063 | 3,366 | 0.43% | 0.43% | 286 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 175,693 | 3,359 | 0.06% | 0.06% | 287 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 174,343 | 3,333 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 174,187 | 3,330 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 173,373 | 3,314 | 0.63% | 0.63% | 290 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 173,615 | 3,309 | 0.04% | 0.04% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONECO ADVISORS, LLC | History | No change | 171,865 | 3,286 | 0.2% | 0.2% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Visionary Wealth Advisors | History | No change | 171,704 | 3,282 | 0.13% | 0.13% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ellsworth Advisors, LLC | History | No change | 164,340 | 3,272 | 0.54% | 0.54% | 294 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 169,498 | 3,240 | 0.65% | 0.65% | 295 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Texas Bank & Trust Co | History | No change | 167,715 | 3,206 | 1.05% | 1.05% | 296 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 167,591 | 3,204 | 0.09% | 0.09% | 297 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 166,770 | 3,188 | 0.08% | 0.08% | 298 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 165,499 | 3,164 | 0.04% | 0.04% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 167,151 | 3,153 | 0.05% | 0.05% | 300 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |