Evolv Technologies Holdings, Inc. - EVLV
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 13,537,113 | 78,515 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 7,284,475 | 42,249 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stoic Point Capital Management LLC | History | No change | 6,479,298 | 37,579 | 31.15% | 31.15% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 6,002,387 | 34,813 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 4,846,031 | 28,106 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Data Collective IV GP, LLC | History | No change | 4,590,000 | 26,622 | 33.89% | 33.89% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 4,499,208 | 26,095 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 4,227,336 | 24,518 | 0.58% | 0.58% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 4,000,222 | 23,205 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 3,789,950 | 21,981 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | No change | 3,075,000 | 17,835 | 0.54% | 0.54% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCS Capital Management LLC | History | No change | 2,934,579 | 17,020 | 0.16% | 0.16% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 2,667,589 | 15,472 | 0.54% | 0.54% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | No change | 1,918,832 | 11,129 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | No change | 1,823,949 | 10,578 | 0.22% | 0.22% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,722,971 | 9,993 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 1,669,103 | 9,680 | 0.11% | 0.11% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,647,068 | 9,552 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,634,953 | 9,482 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 1,529,145 | 8,869 | 0.29% | 0.29% | 20 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,446,682 | 8,390 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,341,062 | 7,778 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 1,293,182 | 7,500 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,249,171 | 7,245 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Granahan Investment Management, LLC | History | No change | 1,235,954 | 7,168 | 0.26% | 0.26% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,196,453 | 6,939 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,068,957 | 6,199 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Senvest Management, LLC | History | No change | 996,951 | 5,782 | 0.17% | 0.17% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | No change | 982,292 | 5,697 | 0.42% | 0.42% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creek Drive Management Group LLC | History | No change | 950,000 | 5,510 | 2.67% | 2.67% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 937,741 | 5,438 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portolan Capital Management, LLC | History | No change | 894,478 | 5,187 | 0.19% | 0.19% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 918,981 | 5,155 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 762,809 | 4,424 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FourWorld Capital Management LLC | History | No change | 732,163 | 4,246 | 3.86% | 3.86% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 727,519 | 4,219 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 717,179 | 4,159 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 708,177 | 4,107 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keewaydin Investments LLC | History | No change | 692,360 | 4,015 | 1.16% | 1.16% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Voleon Capital Management LP | History | No change | 665,353 | 3,859 | 0.07% | 0.07% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 647,705 | 3,756 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 616,297 | 3,574 | 0.23% | 0.23% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lane Generational LLC | History | No change | 596,073 | 3,457 | 3.03% | 3.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 540,950 | 3,137 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CenterBook Partners LP | History | Reduced | 662,968 | 3,082 | 0.14% | 0.35% | 45 | -555,739 | -45.6% | Q3 2026 | Nov 02, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 498,497 | 2,891 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mittelman Wealth Management | History | No change | 496,081 | 2,877 | 1.9% | 1.9% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | No change | 485,360 | 2,815 | 0.15% | 0.15% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 472,804 | 2,742 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 457,500 | 2,653 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 443,302 | 2,571 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 524,626 | 2,439 | 0.0% | 0.01% | 52 | -114,085 | -17.86% | Q3 2026 | Oct 29, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 396,661 | 2,300 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARSHALL WACE, LLP | History | No change | 385,468 | 2,235 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 368,436 | 2,136 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 357,205 | 2,071 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 344,000 | 1,995 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 343,350 | 1,991 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 339,768 | 1,970 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 332,418 | 1,928 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 411,988 | 1,915 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Baird Financial Group, Inc. | History | No change | 328,314 | 1,904 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 323,900 | 1,878 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Motley Fool Asset Management LLC | History | Added to | 390,734 | 1,816 | 0.07% | 0.07% | 64 | +63,778 | 19.51% | Q3 2026 | Oct 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 312,178 | 1,810 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 308,541 | 1,789 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| APIS CAPITAL ADVISORS, LLC | History | No change | 300,000 | 1,740 | 0.17% | 0.17% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Militia Capital Management LLC | History | No change | 300,000 | 1,740 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 292,692 | 1,697 | 0.59% | 0.59% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 281,354 | 1,631 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 260,267 | 1,509 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TORRAY INVESTMENT PARTNERS LLC | History | Reduced | 323,112 | 1,502 | 0.2% | 0.31% | 72 | -69,602 | -17.72% | Q3 2026 | Oct 29, 2026 |
| SEI INVESTMENTS CO | History | No change | 234,980 | 1,362 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 227,963 | 1,322 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wedmont Private Capital | History | Added to | 277,202 | 1,269 | 0.03% | 0.04% | 75 | +124 | 0.04% | Q3 2026 | Oct 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 211,344 | 1,225 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 208,837 | 1,211 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 200,373 | 1,162 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 199,834 | 1,159 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAMPBELL CAPITAL MANAGEMENT INC | History | No change | 198,600 | 1,151 | 0.41% | 0.41% | 80 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 197,655 | 1,146 | 0.07% | 0.07% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 193,932 | 1,124 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 182,128 | 1,056 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 179,034 | 1,038 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Crawford Fund Management, LLC | History | No change | 175,000 | 1,015 | 0.16% | 0.16% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 158,967 | 922 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 197,233 | 917 | 0.0% | 0.0% | 87 | -245,003 | -55.4% | Q3 2026 | Nov 04, 2026 |
| GatePass Capital, LLC | History | No change | 155,000 | 899 | 0.34% | 0.34% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 150,000 | 870 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 142,800 | 863 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 181,321 | 843 | 0.0% | 0.0% | 91 | -91,279 | -33.48% | Q3 2026 | Nov 05, 2026 |
| WINTON GROUP Ltd | History | No change | 138,700 | 804 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 136,761 | 793 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 134,959 | 783 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 125,889 | 730 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 154,905 | 720 | 0.02% | 0.04% | 96 | -198,978 | -56.23% | Q3 2026 | Oct 16, 2026 |
| SG Americas Securities, LLC | History | No change | 120,810 | 701 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| G2 Investment Partners Management LLC | History | No change | 120,000 | 696 | 0.13% | 0.13% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Platform Technology Partners | History | Added to | 145,755 | 677 | 0.11% | 0.13% | 99 | +6,633 | 4.77% | Q3 2026 | Nov 02, 2026 |
| Russell Investments Group, Ltd. | History | No change | 114,850 | 666 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Point72 Asset Management, L.P. | History | No change | 109,791 | 636 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 107,904 | 625 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 105,563 | 612 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 103,619 | 600 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 102,097 | 592 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Round Rock Advisors LLC | History | No change | 99,236 | 575 | 0.07% | 0.07% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 98,062 | 568 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARS Investment Partners, LLC | History | No change | 97,583 | 565 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MetLife Investment Management, LLC | History | No change | 97,403 | 564 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | Reduced | 106,700 | 496 | 0.01% | 0.02% | 110 | -4,000 | -3.61% | Q3 2026 | Oct 23, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 79,382 | 460 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 97,025 | 451 | 0.04% | 0.04% | 112 | +12,292 | 14.51% | Q3 2026 | Oct 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 77,113 | 447 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Magnetar Financial LLC | History | No change | 76,045 | 441 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 76,231 | 441 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 75,663 | 438 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 72,214 | 418 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 70,274 | 407 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 69,156 | 401 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 68,015 | 394 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 83,552 | 388 | 0.0% | 0.0% | 121 | -111,875 | -57.25% | Q3 2026 | Nov 04, 2026 |
| Virtu Financial LLC | History | No change | 65,460 | 380 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 65,500 | 379 | 0.09% | 0.09% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jain Global LLC | History | No change | 64,337 | 373 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fulcrum Asset Management LLP | History | New | 77,176 | 363 | 0.02% | — | 125 | +77,176 | New | Q3 2026 | Nov 04, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 59,202 | 343 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 73,129 | 340 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 72,500 | 337 | 0.23% | 0.26% | 128 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Brevan Howard Capital Management LP | History | No change | 56,568 | 328 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 56,575 | 328 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 70,000 | 325 | 0.04% | 0.05% | 131 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 55,500 | 321 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 55,166 | 319 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 66,600 | 309 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 53,229 | 308 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 52,900 | 306 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 62,462 | 290 | 0.0% | 0.0% | 137 | +4,650 | 8.04% | Q3 2026 | Oct 26, 2026 |
| Marex Group Ltd | History | No change | 50,000 | 290 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ardent Capital Management, Inc. | History | Reduced | 61,120 | 284 | 0.12% | 0.15% | 139 | -875 | -1.41% | Q3 2026 | Oct 16, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 48,921 | 283 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 47,009 | 282 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 48,162 | 279 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Creative Planning | History | Added to | 59,541 | 276 | 0.0% | 0.0% | 143 | +13,649 | 29.74% | Q3 2026 | Nov 02, 2026 |
| BROWN ADVISORY INC | History | No change | 47,534 | 275 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 47,506 | 275 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 47,262 | 274 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 46,053 | 267 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Advisory Services Network, LLC | History | No change | 44,722 | 259 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | No change | 43,894 | 254 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fisher Asset Management, LLC | History | No change | 43,546 | 252 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 43,241 | 250 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Valmark Advisers, Inc. | History | No change | 42,317 | 245 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 41,466 | 240 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 43,998 | 239 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | No change | 40,535 | 235 | 0.07% | 0.07% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Bank & Trust | History | Reduced | 49,883 | 231 | 0.03% | 0.04% | 156 | -671 | -1.33% | Q3 2026 | Oct 16, 2026 |
| SIH Partners, LLLP | History | No change | 39,742 | 230 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 37,496 | 217 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | Added to | 45,595 | 212 | 0.0% | 0.0% | 160 | +1,056 | 2.37% | Q3 2026 | Nov 03, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 36,654 | 212 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 35,922 | 208 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 34,600 | 200 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 42,513 | 196 | 0.01% | 0.0% | 163 | +18,570 | 77.56% | Q3 2026 | Oct 30, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 32,250 | 187 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 32,256 | 187 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 40,254 | 187 | 0.02% | 0.03% | 166 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| HB Wealth Management, LLC | History | Added to | 39,558 | 183 | 0.0% | 0.0% | 167 | +2,371 | 6.38% | Q3 2026 | Oct 23, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 31,455 | 182 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 30,251 | 175 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 29,914 | 173 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clare Market Investments LLC | History | No change | 29,068 | 168 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 26,960 | 156 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 26,209 | 152 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 26,298 | 152 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 22,857 | 132 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthspire Advisors, LLC | History | No change | 22,646 | 131 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 21,845 | 126 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 21,062 | 122 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Man Group plc | History | No change | 20,385 | 118 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 20,000 | 116 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 24,408 | 113 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 19,609 | 113 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 19,209 | 111 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 19,100 | 110 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SouthState Bank Corp | History | No change | 18,571 | 107 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ProShare Advisors LLC | History | Added to | 21,587 | 100 | 0.0% | 0.0% | 186 | +73 | 0.34% | Q3 2026 | Oct 28, 2026 |
| Ethic Inc. | History | New | 21,304 | 99 | 0.0% | — | 187 | +21,304 | New | Q3 2026 | Nov 03, 2026 |
| Granite Investment Partners, LLC | History | Added to | 20,634 | 95 | 0.01% | 0.01% | 188 | +72 | 0.35% | Q3 2026 | Nov 04, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 19,858 | 92 | 0.0% | 0.0% | 189 | +7,295 | 58.07% | Q3 2026 | Nov 02, 2026 |
| Vident Advisory, LLC | History | No change | 15,138 | 87 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 14,911 | 86 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regal Investment Advisors LLC | History | No change | 14,808 | 85 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 17,697 | 82 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 13,689 | 79 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 13,578 | 78 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SkyOak Wealth, LLC | History | No change | 16,335 | 75 | 0.01% | 0.02% | 196 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| XPONANCE LLC | History | Added to | 15,989 | 74 | 0.0% | 0.0% | 197 | +239 | 1.52% | Q3 2026 | Nov 03, 2026 |
| Olympiad Research LP | History | New | 15,254 | 70 | 0.09% | — | 199 | +15,254 | New | Q3 2026 | Nov 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 12,133 | 70 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CERTUITY, LLC | History | No change | 14,233 | 66 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 10,895 | 63 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 13,565 | 63 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,202 | 60 | 0.0% | 0.0% | 203 | +1,892 | 16.73% | Q3 2026 | Oct 13, 2026 |
| Engineers Gate Manager LP | History | No change | 10,300 | 59 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 11,950 | 55 | 0.0% | 0.0% | 205 | -3,038 | -20.27% | Q3 2026 | Oct 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 11,314 | 52 | 0.0% | 0.0% | 206 | +114 | 1.02% | Q3 2026 | Oct 16, 2026 |
| Tuttle Capital Management, LLC | History | New | 11,029 | 51 | 0.02% | — | 207 | +11,029 | New | Q3 2026 | Oct 21, 2026 |
| Legacy Advisors, LLC | History | Reduced | 10,670 | 49 | 0.0% | 0.01% | 208 | -63 | -0.59% | Q3 2026 | Oct 19, 2026 |
| Diversify Advisory Services, LLC | History | No change | 11,502 | 48 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 11,502 | 48 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 10,056 | 47 | 0.0% | 0.0% | 211 | -24,960 | -71.28% | Q3 2026 | Nov 04, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 9,905 | 46 | 0.0% | 0.0% | 212 | +1,903 | 23.78% | Q3 2026 | Oct 15, 2026 |
| FNY Investment Advisers, LLC | History | No change | 10,000 | 46 | 0.01% | 0.02% | 213 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,426 | 34 | 0.0% | 0.0% | 214 | -858 | -10.36% | Q3 2026 | Oct 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,927 | 28 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 4,619 | 26 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | Added to | 5,437 | 25 | 0.0% | 0.0% | 217 | +4,860 | 842.29% | Q3 2026 | Oct 22, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 3,421 | 19 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centerpoint Advisors, LLC | History | No change | 2,500 | 15 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 2,924 | 13 | 0.0% | 0.0% | 221 | -75 | -2.5% | Q3 2026 | Oct 29, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,284 | 13 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,903 | 8 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,500 | 8 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 1,704 | 7 | 0.0% | 0.0% | 225 | +1,404 | 468.0% | Q3 2026 | Oct 16, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,667 | 7 | 0.0% | 0.0% | 226 | +187 | 12.64% | Q3 2026 | Oct 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,300 | 7 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 1,432 | 6 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| US BANCORP \DE\ | History | No change | 866 | 5 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 1,033 | 5 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optiver Holding B.V. | History | No change | 731 | 4 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 670 | 3 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 625 | 3 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Reduced | 634 | 2 | 0.0% | 0.0% | 239 | -253 | -28.52% | Q3 2026 | Oct 08, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 636 | 2 | 0.0% | 0.0% | 240 | +164 | 34.75% | Q3 2026 | Nov 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 578 | 2 | 0.0% | 0.0% | 237 | +45 | 8.44% | Q3 2026 | Nov 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 401 | 2 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 500 | 2 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| ST GERMAIN D J CO INC | History | No change | 500 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hurley Capital, LLC | History | No change | 602 | 2 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Bare Financial Services, Inc | History | No change | 610 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Root Financial Partners, LLC | History | New | 423 | 1 | 0.0% | — | 249 | +423 | New | Q3 2026 | Oct 21, 2026 |
| Hughes Financial Services, LLC | History | Added to | 306 | 1 | 0.0% | — | 247 | +295 | 2681.82% | Q3 2026 | Oct 30, 2026 |
| Covestor Ltd | History | Added to | 133 | 1 | 0.0% | — | 245 | +64 | 92.75% | Q3 2026 | Oct 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 319 | 1 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 253 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HighMark Wealth Management LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 276 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 243 | 1 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 350 | 1 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| GREENWOOD GEARHART LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -200,000 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Pekin Hardy Strauss, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -97,250 | -100.0% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70,414 | -100.0% | Q3 2026 | Nov 02, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -63,600 | -100.0% | Q3 2026 | Oct 30, 2026 |
| HAMILTON LANE ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -56,791 | -100.0% | Q3 2026 | Oct 21, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -23,858 | -100.0% | Q3 2026 | Oct 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,623 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Balboa Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -11,859 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,701 | -100.0% | Q3 2026 | Nov 02, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,404 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Essential Partners LLC | History | Reduced | 35 | 0 | — | 0.0% | — | -177 | -83.49% | Q3 2026 | Oct 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 190 | 0 | — | — | — | +124 | 187.88% | Q3 2026 | Nov 03, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -74 | -100.0% | Q3 2026 | Oct 20, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 54 | 0 | — | — | — | +37 | 217.65% | Q3 2026 | Oct 26, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 86 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of the Bluegrass & Trust Co. | History | No change | 120 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 28, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 200 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |