eXp World Holdings, Inc. - EXPI
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 | 14,148,859 | 76,545 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PharVision Advisers, LLC | History | Added to | 13,957 | 51,222 | 2.08% | 1.25% | 2 | +1,746 | 14.3% | Q3 2026 | Oct 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 7,356,279 | 39,797 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,377,613 | 23,682 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 3,617,783 | 19,572 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 2,652,116 | 14,347 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,123,962 | 11,490 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,798,460 | 9,729 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,703,497 | 9,215 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 1,669,867 | 9,033 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 1,611,106 | 8,716 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 1,554,296 | 8,408 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,232,290 | 8,194 | 0.0% | 0.0% | 13 | -549,394 | -19.75% | Q3 2026 | Nov 06, 2026 |
| FMR LLC | History | No change | 1,070,426 | 5,791 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 993,057 | 5,372 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 979,146 | 5,297 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 1,325,675 | 4,785 | 0.0% | 0.0% | 17 | +595,582 | 81.58% | Q3 2026 | Nov 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 752,447 | 4,070 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 673,034 | 3,641 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 651,916 | 3,526 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 681,828 | 2,501 | 0.0% | 0.0% | 21 | -1,026,420 | -60.09% | Q3 2026 | Nov 04, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 580,078 | 2,128 | 0.0% | 0.0% | 22 | -69,928 | -10.76% | Q3 2026 | Nov 05, 2026 |
| Quantinno Capital Management LP | History | No change | 383,837 | 2,076 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Added to | 517,670 | 1,899 | 0.0% | 0.0% | 24 | +395,407 | 323.41% | Q3 2026 | Nov 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 336,624 | 1,821 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 477,854 | 1,753 | 0.0% | 0.0% | 26 | +19,913 | 4.35% | Q3 2026 | Nov 02, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 321,769 | 1,740 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 416,290 | 1,527 | 0.0% | 0.0% | 28 | +167,694 | 67.46% | Q3 2026 | Nov 04, 2026 |
| Creative Planning | History | Added to | 372,243 | 1,366 | 0.0% | 0.0% | 29 | +270,442 | 265.66% | Q3 2026 | Nov 02, 2026 |
| National Philanthropic Trust | History | No change | 245,000 | 1,325 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 243,086 | 1,315 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 231,258 | 1,285 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 231,994 | 1,255 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | No change | 225,907 | 1,222 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 218,662 | 1,182 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Squarepoint Ops LLC | History | Added to | 321,804 | 1,181 | 0.0% | 0.0% | 36 | +44,969 | 16.24% | Q3 2026 | Nov 09, 2026 |
| Baring Financial LLC | History | Reduced | 300,125 | 1,101 | 0.59% | 1.08% | 37 | -62,716 | -17.28% | Q3 2026 | Oct 07, 2026 |
| Legal & General Group Plc | History | No change | 197,559 | 1,068 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 191,800 | 1,037 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 187,921 | 1,016 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 151,681 | 820 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 139,764 | 757 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 201,025 | 737 | 0.06% | — | 43 | +201,025 | New | Q3 2026 | Oct 16, 2026 |
| HRT FINANCIAL LP | History | No change | 134,745 | 728 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 133,240 | 720 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 132,931 | 719 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VARCOV Co. | History | No change | 132,474 | 716 | 0.27% | 0.27% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 130,173 | 704 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 129,142 | 698 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| OP Asset Management Ltd | History | Reduced | 180,121 | 661 | 0.01% | 0.02% | 50 | -246,724 | -57.8% | Q3 2026 | Nov 05, 2026 |
| ALLSTATE CORP | History | No change | 119,987 | 649 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | New | 172,980 | 634 | 0.03% | — | 52 | +172,980 | New | Q3 2026 | Oct 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 104,516 | 626 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 115,574 | 625 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 108,240 | 585 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 106,136 | 574 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 105,186 | 570 | 0.13% | 0.13% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 101,500 | 549 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 94,485 | 511 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 91,142 | 493 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 79,686 | 431 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 77,200 | 417 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 112,141 | 411 | 0.0% | 0.0% | 63 | -27,285 | -19.57% | Q3 2026 | Nov 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 75,910 | 410 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 74,925 | 404 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMG National Trust Bank | History | No change | 108,577 | 398 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| SEI INVESTMENTS CO | History | No change | 72,180 | 390 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 71,388 | 386 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 71,021 | 384 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 65,797 | 355 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 96,090 | 352 | 0.0% | 0.0% | 71 | -4,341 | -4.32% | Q3 2026 | Nov 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 64,096 | 346 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 61,240 | 331 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 60,721 | 328 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 59,357 | 321 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 88,565 | 317 | 0.01% | — | 76 | +88,565 | New | Q3 2026 | Oct 20, 2026 |
| Corient Private Wealth LP | History | No change | 58,401 | 315 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 56,501 | 305 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 51,406 | 278 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 75,564 | 277 | 0.0% | 0.0% | 80 | +7,878 | 11.64% | Q3 2026 | Nov 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 46,781 | 253 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valued Retirements, Inc. | History | No change | 65,189 | 239 | 0.21% | 0.32% | 82 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Focus Partners Wealth | History | No change | 44,146 | 238 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 64,151 | 235 | 0.01% | 0.02% | 85 | +11,979 | 22.96% | Q3 2026 | Oct 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 43,605 | 235 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 62,712 | 230 | 0.0% | 0.0% | 86 | +1,206 | 1.96% | Q3 2026 | Nov 05, 2026 |
| Vestcor Inc | History | No change | 42,420 | 229 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 42,309 | 228 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 41,637 | 225 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Added to | 60,158 | 220 | 0.02% | 0.01% | 90 | +49,220 | 449.99% | Q3 2026 | Oct 28, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 59,532 | 218 | 0.0% | 0.0% | 91 | +1,800 | 3.12% | Q3 2026 | Oct 22, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 54,989 | 201 | 0.0% | 0.0% | 92 | +4,241 | 8.36% | Q3 2026 | Nov 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 36,104 | 195 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 36,223 | 195 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 35,900 | 194 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 35,260 | 190 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 34,871 | 188 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 50,781 | 186 | 0.0% | 0.0% | 98 | -762 | -1.48% | Q3 2026 | Oct 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 49,947 | 183 | 0.0% | 0.0% | 99 | +36,041 | 259.18% | Q3 2026 | Nov 09, 2026 |
| Mariner, LLC | History | No change | 30,060 | 162 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 42,000 | 154 | 0.0% | 0.0% | 102 | +1,000 | 2.44% | Q3 2026 | Oct 20, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 28,529 | 154 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 28,090 | 151 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 26,964 | 146 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 25,186 | 136 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Sep 29, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 36,700 | 134 | 0.0% | 0.0% | 106 | +35,200 | 2346.67% | Q3 2026 | Nov 04, 2026 |
| Cerity Partners LLC | History | No change | 24,451 | 132 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 23,801 | 128 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 23,842 | 128 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 23,711 | 128 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 23,602 | 127 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 34,477 | 126 | 0.01% | 0.02% | 112 | -581 | -1.66% | Q3 2026 | Oct 19, 2026 |
| Neuberger Berman Group LLC | History | No change | 22,719 | 122 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| AlphaCore Capital LLC | History | Added to | 32,908 | 120 | 0.0% | 0.0% | 114 | +254 | 0.78% | Q3 2026 | Nov 04, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 21,373 | 115 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 21,206 | 114 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 20,750 | 112 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 30,436 | 111 | 0.0% | — | 119 | +30,436 | New | Q3 2026 | Oct 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 20,550 | 111 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 20,353 | 110 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWINBEECH CAPITAL LP | History | No change | 20,440 | 110 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 29,618 | 108 | 0.0% | 0.0% | 122 | +7,478 | 33.78% | Q3 2026 | Nov 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 19,900 | 107 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 28,753 | 106 | 0.01% | 0.01% | 124 | -6,080 | -17.45% | Q3 2026 | Oct 22, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 19,600 | 106 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 18,981 | 104 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 27,855 | 102 | 0.0% | — | 127 | +27,855 | New | Q3 2026 | Nov 09, 2026 |
| Arizona State Retirement System | History | Added to | 27,775 | 101 | 0.0% | 0.0% | 128 | +1,407 | 5.34% | Q3 2026 | Nov 03, 2026 |
| OPTIMIZE FINANCIAL INC. | History | No change | 18,020 | 97 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sound Capital Solutions LLC | History | No change | 18,020 | 97 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 25,900 | 95 | 0.0% | 0.0% | 131 | +7,300 | 39.25% | Q3 2026 | Oct 30, 2026 |
| SMITH, MOORE & CO. | History | No change | 17,446 | 94 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 17,448 | 94 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Added to | 25,454 | 93 | 0.0% | 0.0% | 134 | +850 | 3.45% | Q3 2026 | Oct 23, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 25,492 | 92 | 0.0% | 0.0% | 135 | -13,258 | -34.21% | Q3 2026 | Oct 15, 2026 |
| WINTON GROUP Ltd | History | No change | 16,500 | 89 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 24,169 | 88 | 0.0% | 0.0% | 137 | -291 | -1.19% | Q3 2026 | Oct 22, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 23,720 | 87 | 0.0% | 0.0% | 138 | -2,831 | -10.66% | Q3 2026 | Oct 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 23,231 | 85 | 0.0% | 0.0% | 139 | +1,020 | 4.59% | Q3 2026 | Nov 03, 2026 |
| Vise Technologies, Inc. | History | New | 22,442 | 82 | 0.0% | — | 140 | +22,442 | New | Q3 2026 | Oct 28, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 22,100 | 81 | 0.0% | 0.0% | 141 | +800 | 3.76% | Q3 2026 | Oct 29, 2026 |
| AE Wealth Management LLC | History | No change | 15,025 | 81 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 21,911 | 80 | 0.0% | 0.0% | 146 | -10,182 | -31.73% | Q3 2026 | Nov 09, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 21,997 | 80 | 0.0% | 0.0% | 145 | +8,640 | 64.69% | Q3 2026 | Nov 05, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 21,703 | 80 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 14,924 | 80 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Capital Advisors LLC | History | No change | 14,746 | 79 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 14,428 | 78 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 14,111 | 76 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 14,207 | 76 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 20,527 | 75 | 0.0% | 0.0% | 151 | +16,073 | 360.87% | Q3 2026 | Nov 06, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 13,805 | 74 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ProShare Advisors LLC | History | Reduced | 19,844 | 72 | 0.0% | 0.0% | 153 | -1,219 | -5.79% | Q3 2026 | Oct 28, 2026 |
| Compound Planning, Inc. | History | New | 19,326 | 70 | 0.0% | — | 155 | +19,326 | New | Q3 2026 | Nov 09, 2026 |
| PDS Planning, Inc | History | New | 19,247 | 70 | 0.0% | — | 154 | +19,247 | New | Q3 2026 | Nov 03, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 17,737 | 65 | 0.0% | — | 156 | +17,737 | New | Q3 2026 | Oct 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 11,672 | 63 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Symmetry Partners, LLC | History | Reduced | 16,544 | 60 | 0.0% | 0.01% | 158 | -8,025 | -32.66% | Q3 2026 | Oct 27, 2026 |
| Empirical Asset Management, LLC | History | No change | 10,984 | 59 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pictet Asset Management Holding SA | History | No change | 15,671 | 57 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Modern Wealth Management, LLC | History | No change | 10,666 | 57 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Proficio Capital Partners LLC | History | No change | 10,456 | 56 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 15,047 | 55 | 0.0% | 0.0% | 163 | +3,832 | 34.17% | Q3 2026 | Nov 10, 2026 |
| Copia Wealth Management | History | No change | 10,186 | 55 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Inscription Capital, LLC | History | Reduced | 14,794 | 54 | 0.01% | 0.02% | 165 | -20,475 | -58.05% | Q3 2026 | Nov 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 14,601 | 53 | 0.01% | 0.0% | 166 | +13,833 | 1801.17% | Q3 2026 | Oct 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 13,934 | 51 | 0.0% | 0.0% | 167 | +8,447 | 153.95% | Q3 2026 | Nov 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 9,068 | 49 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 8,835 | 47 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 12,582 | 46 | 0.0% | — | 172 | +12,582 | New | Q3 2026 | Nov 02, 2026 |
| Amundi | History | Added to | 12,552 | 46 | 0.0% | 0.0% | 171 | +2,029 | 19.28% | Q3 2026 | Nov 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 8,576 | 46 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GAMMA Investing LLC | History | Added to | 12,298 | 45 | 0.0% | 0.0% | 174 | +8,609 | 233.37% | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 12,409 | 45 | 0.0% | 0.0% | 173 | -1,160 | -8.55% | Q3 2026 | Nov 04, 2026 |
| CenterBook Partners LP | History | New | 12,246 | 44 | 0.0% | — | 175 | +12,246 | New | Q3 2026 | Nov 02, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 7,935 | 42 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 11,250 | 41 | 0.0% | 0.0% | 177 | +523 | 4.88% | Q3 2026 | Oct 23, 2026 |
| SIGNATUREFD, LLC | History | Added to | 11,083 | 40 | 0.0% | 0.0% | 178 | +10,242 | 1217.84% | Q3 2026 | Oct 23, 2026 |
| ANCHYRA PARTNERS LLC | History | Reduced | 10,764 | 39 | 0.01% | 0.04% | 180 | -16,711 | -60.82% | Q3 2026 | Oct 13, 2026 |
| CIBC Asset Management Inc | History | No change | 10,884 | 39 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 10,445 | 38 | 0.0% | 0.01% | 181 | +121 | 1.17% | Q3 2026 | Nov 09, 2026 |
| SAGE RHINO CAPITAL LLC | History | New | 10,194 | 37 | 0.01% | — | 182 | +10,194 | New | Q3 2026 | Oct 27, 2026 |
| Philadelphia Investment Partners, LLC | History | No change | 8,569 | 31 | 0.02% | 0.03% | 183 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Fortitude Family Office, LLC | History | New | 8,002 | 29 | 0.0% | — | 184 | +8,002 | New | Q3 2026 | Oct 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,769 | 24 | 0.0% | 0.0% | 185 | +1,527 | 29.13% | Q3 2026 | Oct 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 5,536 | 20 | 0.0% | 0.0% | 186 | +5,173 | 1425.07% | Q3 2026 | Oct 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,643 | 19 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,391 | 18 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 5,109 | 18 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Heritage Family Offices, LLP | History | New | 4,170 | 15 | 0.0% | — | 191 | +4,170 | New | Q3 2026 | Nov 02, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,200 | 15 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Sterling Capital Management LLC | History | Added to | 3,106 | 11 | 0.0% | 0.0% | 192 | +2,774 | 835.54% | Q3 2026 | Oct 22, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3,227 | 11 | 0.0% | 0.0% | 193 | -1 | -0.03% | Q3 2026 | Oct 21, 2026 |
| Main Street Group, LTD | History | No change | 3,116 | 11 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,905 | 10 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | Added to | 2,297 | 8 | 0.01% | 0.01% | 196 | +274 | 13.54% | Q3 2026 | Oct 30, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,649 | 6 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,000 | 5 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,546 | 5 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 1,590 | 5 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Optiver Holding B.V. | History | No change | 830 | 4 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 948 | 3 | 0.0% | 0.0% | 204 | -4,160 | -81.44% | Q3 2026 | Oct 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 926 | 3 | 0.0% | 0.0% | 202 | -2,326 | -71.53% | Q3 2026 | Nov 05, 2026 |
| UMB Bank, n.a. | History | Added to | 1,084 | 3 | 0.0% | — | 203 | +947 | 691.24% | Q3 2026 | Nov 06, 2026 |
| Allworth Financial LP | History | No change | 556 | 3 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Nykredit A/S | History | No change | 1,030 | 3 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 1,009 | 3 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Elyxium Wealth, LLC | History | New | 692 | 2 | 0.0% | — | 212 | +692 | New | Q3 2026 | Oct 27, 2026 |
| BESSEMER GROUP INC | History | New | 627 | 2 | 0.0% | — | 211 | +627 | New | Q3 2026 | Nov 09, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 648 | 2 | 0.0% | 0.0% | 208 | +5 | 0.78% | Q3 2026 | Nov 02, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 515 | 2 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GoalVest Advisory LLC | History | No change | 580 | 2 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 280 | 1 | 0.0% | 0.0% | 215 | -2,197 | -88.7% | Q3 2026 | Nov 09, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 539 | 1 | 0.0% | 0.0% | 217 | -575 | -51.62% | Q3 2026 | Oct 27, 2026 |
| IFP Advisors, Inc | History | Added to | 326 | 1 | 0.0% | 0.0% | 219 | +131 | 67.18% | Q3 2026 | Oct 16, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 428 | 1 | 0.0% | 0.0% | 214 | -99 | -18.79% | Q3 2026 | Nov 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 251 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 200 | 1 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 342 | 1 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 290 | 1 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 7 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Investors Portfolio Services LLC | History | No change | 304 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEB Asset Management AB | History | Closed out | 0 | 0 | — | 0.0% | — | -73,796 | -100.0% | Q3 2026 | Nov 04, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,213 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Park Capital Management, LLC / WI | History | Closed out | 0 | 0 | — | 0.08% | — | -25,539 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Commonwealth Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,973 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Fifth Third Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,844 | -100.0% | Q3 2026 | Oct 22, 2026 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,789 | -100.0% | Q3 2026 | Nov 03, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,700 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Olympiad Research LP | History | Closed out | 0 | 0 | — | 0.24% | — | -21,208 | -100.0% | Q3 2026 | Nov 04, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,558 | -100.0% | Q3 2026 | Nov 09, 2026 |
| Able Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,890 | -100.0% | Q3 2026 | Oct 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,199 | -100.0% | Q3 2026 | Oct 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,300 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -9,326 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,848 | -100.0% | Q3 2026 | Oct 29, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 131 | 0 | — | 0.0% | — | -692 | -84.08% | Q3 2026 | Oct 26, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -691 | -100.0% | Q3 2026 | Oct 19, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -368 | -100.0% | Q3 2026 | Oct 26, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2026 | Nov 06, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -348 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -302 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 245 | 0 | — | — | — | +245 | New | Q3 2026 | Oct 29, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -186 | -100.0% | Q3 2026 | Nov 04, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -139 | -100.0% | Q3 2026 | Oct 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 114 | 0 | — | — | — | +114 | New | Q3 2026 | Nov 09, 2026 |
| UMB Private Wealth Management, LLC | History | New | 112 | 0 | — | — | — | +112 | New | Q3 2026 | Oct 19, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -106 | -100.0% | Q3 2026 | Nov 03, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 88 | 0 | — | — | — | +88 | New | Q3 2026 | Oct 15, 2026 |
| ASSETMARK, INC | History | New | 81 | 0 | — | — | — | +81 | New | Q3 2026 | Oct 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 75 | 0 | — | — | — | +75 | New | Q3 2026 | Oct 28, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 71 | 0 | — | — | — | +71 | New | Q3 2026 | Oct 20, 2026 |
| Essential Partners LLC | History | New | 67 | 0 | — | — | — | +67 | New | Q3 2026 | Oct 14, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 62 | 0 | — | — | — | +62 | New | Q3 2026 | Oct 13, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2026 | Oct 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 90 | 0 | — | — | — | +40 | 80.0% | Q3 2026 | Oct 22, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 10 | 0 | — | — | — | -39 | -79.59% | Q3 2026 | Nov 04, 2026 |
| Root Financial Partners, LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q3 2026 | Oct 21, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 39 | 0 | — | — | — | -26 | -40.0% | Q3 2026 | Oct 07, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 24 | 0 | — | — | — | -20 | -45.45% | Q3 2026 | Nov 06, 2026 |
| Davis Capital Management | History | Added to | 28 | 0 | — | — | — | +19 | 211.11% | Q3 2026 | Oct 08, 2026 |
| Blue Trust, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 53 | 0 | — | — | — | -7 | -11.67% | Q3 2026 | Nov 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 95 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Triumph Capital Management | History | No change | 200 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Larson Financial Group LLC | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Center for Financial Planning, Inc. | History | No change | 174 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Abound Wealth Management | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Smartleaf Asset Management LLC | History | No change | 134 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 96 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |