FB Financial Corp - FBK
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 6,297,957 | 348,591 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 3,874,468 | 214,452 | 0.14% | 0.14% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 2,449,893 | 135,601 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,152,443 | 119,137 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,048,987 | 105,932 | 0.02% | 0.02% | 5 | +16,809 | 0.83% | Q3 2026 | Nov 04, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 1,283,508 | 71,042 | 0.54% | 0.54% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,091,417 | 60,419 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 1,069,173 | 59,178 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 871,137 | 48,217 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 836,395 | 46,294 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 819,056 | 45,334 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 712,922 | 39,460 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | No change | 642,607 | 35,568 | 0.33% | 0.33% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 635,015 | 35,148 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 673,591 | 34,824 | 0.62% | 0.48% | 15 | +154,229 | 29.7% | Q3 2026 | Oct 13, 2026 |
| Davis Asset Management, L.P. | History | No change | 619,236 | 34,274 | 0.87% | 0.87% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 607,182 | 33,607 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 528,839 | 29,271 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FMR LLC | History | No change | 507,699 | 28,101 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 496,650 | 27,489 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 466,368 | 25,813 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 463,178 | 25,637 | 0.2% | 0.2% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | No change | 439,801 | 24,342 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 390,309 | 21,603 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 385,498 | 21,337 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tributary Capital Management, LLC | History | Added to | 394,956 | 20,419 | 1.87% | 1.68% | 26 | +24,875 | 6.72% | Q3 2026 | Oct 28, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 361,846 | 20,028 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Penn Capital Management Company, LLC | History | Reduced | 360,036 | 18,633 | 1.36% | 1.36% | 28 | -27,217 | -7.03% | Q3 2026 | Nov 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 323,544 | 17,908 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CapWealth Advisors, LLC | History | Reduced | 342,809 | 17,723 | 1.34% | 1.31% | 30 | -2,663 | -0.77% | Q3 2026 | Oct 05, 2026 |
| Bank of New York Mellon Corp | History | No change | 318,211 | 17,612 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 332,035 | 17,166 | 0.87% | 0.89% | 32 | -19,842 | -5.64% | Q3 2026 | Oct 23, 2026 |
| EARNEST PARTNERS LLC | History | No change | 287,941 | 15,937 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 278,144 | 15,395 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 273,935 | 15,162 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 253,209 | 14,015 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 238,857 | 12,348 | 0.01% | 0.01% | 37 | +44,539 | 22.92% | Q3 2026 | Nov 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 181,631 | 10,053 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | No change | 177,100 | 9,802 | 0.2% | 0.2% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 12th Street Asset Management Company, LLC | History | No change | 172,500 | 9,547 | 1.36% | 1.36% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 170,331 | 9,427 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 162,481 | 8,993 | 0.4% | 0.4% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 157,093 | 8,695 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management LP | History | No change | 147,721 | 8,176 | 0.09% | 0.09% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 142,259 | 7,874 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 139,695 | 7,809 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 138,110 | 7,644 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 136,836 | 7,573 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 134,828 | 7,023 | 0.01% | 0.01% | 49 | -7,651 | -5.37% | Q3 2026 | Nov 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 133,762 | 6,947 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 133,700 | 6,912 | 0.03% | 0.02% | 51 | +17,500 | 15.06% | Q3 2026 | Oct 30, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | No change | 121,731 | 6,737 | 1.38% | 1.38% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 116,140 | 6,428 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 115,000 | 6,365 | 2.25% | 2.25% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Curi Capital, LLC | History | No change | 115,000 | 6,365 | 0.1% | 0.1% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 104,144 | 5,764 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 102,401 | 5,667 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 106,743 | 5,518 | 0.0% | 0.0% | 58 | +54,573 | 104.61% | Q3 2026 | Nov 04, 2026 |
| SEI INVESTMENTS CO | History | No change | 98,872 | 5,472 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 98,347 | 5,443 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 98,150 | 5,432 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOMESTEAD ADVISERS CORP | History | No change | 97,959 | 5,422 | 0.13% | 0.13% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 96,766 | 5,355 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 99,078 | 5,122 | 2.73% | 3.87% | 64 | -34,175 | -25.65% | Q3 2026 | Oct 13, 2026 |
| Legal & General Group Plc | History | No change | 91,319 | 5,054 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 88,483 | 4,897 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 83,956 | 4,646 | 0.15% | 0.15% | 67 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quantinno Capital Management LP | History | No change | 80,618 | 4,462 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 75,488 | 4,178 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 69,343 | 3,838 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 63,892 | 3,536 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| XTX Topco Ltd | History | No change | 62,971 | 3,485 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | No change | 60,000 | 3,321 | 2.09% | 2.09% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 58,513 | 3,239 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Capital Management, LLC | History | No change | 57,088 | 3,159 | 0.28% | 0.28% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 54,924 | 3,040 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 54,563 | 3,020 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SALZHAUER MICHAEL | History | No change | 55,665 | 2,877 | 1.15% | 1.05% | 78 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 51,440 | 2,847 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 50,684 | 2,805 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Creative Planning | History | Added to | 53,319 | 2,756 | 0.0% | 0.0% | 81 | +4,498 | 9.21% | Q3 2026 | Nov 02, 2026 |
| KBC Group NV | History | Added to | 49,499 | 2,559 | 0.01% | 0.01% | 82 | +248 | 0.5% | Q3 2026 | Oct 22, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 45,952 | 2,543 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 45,229 | 2,503 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 44,134 | 2,442 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 42,726 | 2,364 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 41,359 | 2,289 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 40,950 | 2,266 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harbor Advisors LLC | History | No change | 40,799 | 2,258 | 0.28% | 0.28% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 42,311 | 2,187 | 0.12% | 0.13% | 90 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| LPL Financial LLC | History | No change | 37,859 | 2,095 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 38,433 | 1,986 | 1.82% | 1.86% | 92 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BANC FUNDS CO LLC | History | No change | 35,496 | 1,964 | 0.32% | 0.32% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 34,103 | 1,888 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CERTUITY, LLC | History | No change | 35,723 | 1,846 | 0.09% | 0.1% | 95 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 33,216 | 1,838 | 0.07% | 0.07% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 33,187 | 1,836 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 31,163 | 1,724 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 31,056 | 1,718 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 29,709 | 1,644 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 28,971 | 1,603 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 28,562 | 1,580 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 28,518 | 1,578 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 30,070 | 1,554 | 0.03% | 0.03% | 104 | +3,228 | 12.03% | Q3 2026 | Oct 16, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 27,595 | 1,527 | 0.08% | 0.08% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 26,993 | 1,494 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 26,830 | 1,485 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALBERT D MASON INC | History | Added to | 28,540 | 1,475 | 0.89% | 0.89% | 108 | +150 | 0.53% | Q3 2026 | Oct 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 26,390 | 1,461 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 27,813 | 1,437 | 0.01% | 0.02% | 110 | -341 | -1.21% | Q3 2026 | Oct 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 25,889 | 1,432 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 24,489 | 1,355 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 24,279 | 1,343 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 24,048 | 1,331 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 23,558 | 1,303 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 21,710 | 1,201 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 21,252 | 1,176 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 20,805 | 1,151 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 20,285 | 1,133 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 20,479 | 1,133 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 20,034 | 1,108 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 21,300 | 1,101 | 0.02% | 0.01% | 122 | +3,700 | 21.02% | Q3 2026 | Oct 20, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 19,736 | 1,092 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 19,493 | 1,078 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 19,000 | 1,051 | 0.6% | 0.6% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 15,721 | 870 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 15,613 | 864 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Luken Investment Analytics, LLC | History | No change | 15,092 | 835 | 0.29% | 0.29% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 14,735 | 815 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ridgepath Capital Management LLC | History | No change | 15,298 | 790 | 0.43% | 0.37% | 130 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 15,128 | 782 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BARCLAYS PLC | History | No change | 13,552 | 750 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 13,260 | 733 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 13,116 | 725 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Squarepoint Ops LLC | History | No change | 12,842 | 710 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 12,385 | 685 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 12,000 | 664 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMALGAMATED BANK | History | Added to | 12,807 | 662 | 0.0% | 0.0% | 138 | +1,895 | 17.37% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 12,699 | 656 | 0.01% | 0.01% | 139 | +1,912 | 17.73% | Q3 2026 | Oct 22, 2026 |
| SummitTX Capital, L.P. | History | No change | 11,702 | 647 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 11,675 | 646 | 0.24% | 0.24% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Handelsbanken Fonder AB | History | No change | 11,600 | 642 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Inspire Investing, LLC | History | Added to | 12,332 | 637 | 0.03% | 0.03% | 143 | +38 | 0.31% | Q3 2026 | Oct 22, 2026 |
| Merit Financial Group, LLC | History | No change | 11,353 | 628 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arizona State Retirement System | History | Reduced | 11,964 | 618 | 0.0% | 0.0% | 145 | -195 | -1.6% | Q3 2026 | Nov 03, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 11,775 | 608 | 0.0% | 0.0% | 146 | +2,245 | 23.56% | Q3 2026 | Nov 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,911 | 603 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,742 | 595 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 11,787 | 593 | 0.06% | 0.13% | 149 | -10,322 | -46.69% | Q3 2026 | Oct 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 10,571 | 585 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 11,192 | 578 | 0.01% | 0.01% | 151 | +2,000 | 21.76% | Q3 2026 | Oct 29, 2026 |
| Numerai GP LLC | History | No change | 10,358 | 573 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 10,992 | 568 | 0.02% | 0.02% | 153 | -120 | -1.08% | Q3 2026 | Oct 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,129 | 560 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 10,121 | 560 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 10,079 | 557 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,952 | 551 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,370 | 548 | 0.0% | 0.0% | 158 | +1,712 | 19.77% | Q3 2026 | Oct 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 9,709 | 537 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 10,330 | 534 | 0.01% | 0.01% | 160 | -4,840 | -31.91% | Q3 2026 | Oct 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 9,533 | 527 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 9,494 | 525 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 9,340 | 516 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 9,695 | 501 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 9,650 | 498 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CSM Advisors, LLC | History | No change | 8,975 | 498 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 8,401 | 464 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,847 | 434 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | Added to | 8,148 | 421 | 0.0% | 0.0% | 169 | +4,000 | 96.43% | Q3 2026 | Oct 22, 2026 |
| RFG Advisory, LLC | History | Reduced | 8,046 | 415 | 0.01% | 0.01% | 170 | -7 | -0.09% | Q3 2026 | Nov 03, 2026 |
| Engineers Gate Manager LP | History | No change | 7,414 | 410 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MQS Management LLC | History | No change | 7,130 | 394 | 0.48% | 0.48% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMERCE BANK | History | No change | 6,966 | 385 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 7,183 | 371 | 0.0% | 0.0% | 174 | -834 | -10.4% | Q3 2026 | Nov 03, 2026 |
| MAI Capital Management | History | No change | 6,525 | 361 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 7,067 | 358 | 0.01% | 0.01% | 176 | -21 | -0.3% | Q3 2026 | Oct 20, 2026 |
| ProShare Advisors LLC | History | Added to | 6,883 | 355 | 0.0% | 0.0% | 177 | +593 | 9.43% | Q3 2026 | Oct 28, 2026 |
| Welch Group, LLC | History | No change | 6,814 | 352 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 6,228 | 344 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 6,168 | 341 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 5,917 | 327 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 5,886 | 325 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quadrature Capital Ltd | History | No change | 5,858 | 324 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Teza Capital Management LLC | History | New | 6,045 | 312 | 0.28% | — | 184 | +6,045 | New | Q3 2026 | Oct 23, 2026 |
| EQUITABLE TRUST CO | History | No change | 5,977 | 309 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Amundi | History | No change | 5,545 | 306 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 5,814 | 300 | 0.0% | 0.0% | 187 | -11 | -0.19% | Q3 2026 | Oct 22, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 5,702 | 294 | 0.0% | 0.0% | 188 | +1,099 | 23.88% | Q3 2026 | Oct 23, 2026 |
| Olympiad Research LP | History | New | 5,605 | 289 | 0.38% | — | 189 | +5,605 | New | Q3 2026 | Nov 04, 2026 |
| Cerity Partners LLC | History | No change | 5,211 | 288 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5,181 | 286 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 5,526 | 285 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| TBH Global Asset Management, LLC | History | No change | 5,500 | 284 | 0.05% | 0.06% | 193 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Fisher Asset Management, LLC | History | No change | 4,919 | 272 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,842 | 268 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 5,168 | 267 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 4,721 | 261 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Storgate, LLC | History | No change | 4,596 | 254 | 0.05% | 0.05% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 4,576 | 253 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 4,377 | 242 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 4,377 | 242 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DRW Securities, LLC | History | No change | 4,365 | 241 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunburst Financial Group, LLC | History | No change | 4,600 | 237 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| XPONANCE LLC | History | Added to | 4,557 | 235 | 0.0% | 0.0% | 204 | +293 | 6.87% | Q3 2026 | Nov 03, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 4,545 | 234 | 0.01% | 0.01% | 205 | -330 | -6.77% | Q3 2026 | Oct 14, 2026 |
| Decker Wealth Management LLC | History | No change | 4,500 | 232 | 0.05% | 0.05% | 206 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Sowell Financial Services LLC | History | Added to | 4,433 | 229 | 0.01% | 0.01% | 207 | +21 | 0.48% | Q3 2026 | Oct 23, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,063 | 224 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,036 | 223 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | New | 4,150 | 221 | 0.0% | — | 210 | +4,150 | New | Q3 2026 | Oct 26, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 4,200 | 217 | 0.0% | — | 212 | +4,200 | New | Q3 2026 | Oct 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,934 | 217 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARSHALL WACE, LLP | History | No change | 3,872 | 214 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 3,992 | 206 | 0.01% | 0.01% | 214 | -1 | -0.03% | Q3 2026 | Oct 28, 2026 |
| US BANCORP \DE\ | History | No change | 3,479 | 192 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 3,227 | 178 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 3,000 | 166 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,972 | 164 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | No change | 2,560 | 142 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | Added to | 2,562 | 132 | 0.0% | 0.0% | 220 | +216 | 9.21% | Q3 2026 | Oct 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,346 | 130 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,294 | 118 | 0.01% | 0.0% | 222 | +1,821 | 384.99% | Q3 2026 | Oct 01, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,862 | 96 | 0.0% | 0.0% | 223 | +23 | 1.25% | Q3 2026 | Oct 20, 2026 |
| Quantbot Technologies LP | History | No change | 1,572 | 87 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 1,388 | 76 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 1,010 | 55 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 984 | 50 | 0.0% | 0.0% | 228 | +88 | 9.82% | Q3 2026 | Oct 22, 2026 |
| BESSEMER GROUP INC | History | No change | 899 | 50 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 965 | 49 | 0.0% | 0.0% | 229 | +52 | 5.7% | Q3 2026 | Oct 27, 2026 |
| ASSETMARK, INC | History | Added to | 868 | 44 | 0.0% | 0.0% | 231 | +15 | 1.76% | Q3 2026 | Oct 21, 2026 |
| FIRST HORIZON CORP | History | No change | 861 | 44 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Center for Financial Planning, Inc. | History | No change | 800 | 41 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 720 | 40 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 718 | 39 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 749 | 38 | 0.0% | 0.0% | 235 | +34 | 4.76% | Q3 2026 | Oct 23, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 657 | 36 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nykredit A/S | History | No change | 662 | 36 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 650 | 33 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 564 | 31 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 520 | 29 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 431 | 22 | 0.0% | 0.0% | 241 | +3 | 0.7% | Q3 2026 | Nov 04, 2026 |
| Heritage Family Offices, LLP | History | New | 417 | 21 | 0.01% | — | 242 | +417 | New | Q3 2026 | Nov 02, 2026 |
| PRIVATE TRUST CO NA | History | No change | 393 | 20 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 352 | 19 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 346 | 19 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 343 | 17 | 0.0% | 0.0% | 246 | +28 | 8.89% | Q3 2026 | Oct 08, 2026 |
| Root Financial Partners, LLC | History | New | 297 | 15 | 0.0% | — | 248 | +297 | New | Q3 2026 | Oct 21, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 274 | 15 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 289 | 14 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 252 | 13 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 218 | 12 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 197 | 10 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 182 | 10 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| True Wealth Design, LLC | History | No change | 178 | 9 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 150 | 8 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 140 | 7 | 0.0% | 0.0% | 257 | +64 | 84.21% | Q3 2026 | Oct 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 140 | 7 | 0.0% | 0.0% | 258 | +14 | 11.11% | Q3 2026 | Oct 26, 2026 |
| CENTRAL TRUST Co | History | No change | 129 | 7 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Parallel Advisors, LLC | History | No change | 132 | 6 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Quarry LP | History | No change | 120 | 6 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| High Note Wealth, LLC | History | No change | 98 | 5 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Essential Partners LLC | History | Added to | 95 | 4 | 0.0% | 0.0% | 265 | +6 | 6.74% | Q3 2026 | Oct 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 91 | 4 | 0.0% | 0.0% | 264 | +2 | 2.25% | Q3 2026 | Oct 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 76 | 3 | 0.0% | — | 267 | +76 | New | Q3 2026 | Oct 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 55 | 3 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MATHER GROUP, LLC. | History | New | 49 | 2 | 0.0% | — | 274 | +49 | New | Q3 2026 | Oct 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 49 | 2 | 0.0% | — | 272 | +43 | 716.67% | Q3 2026 | Oct 29, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 42 | 2 | 0.0% | — | 275 | +42 | New | Q3 2026 | Oct 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 43 | 2 | 0.0% | 0.0% | 268 | +19 | 79.17% | Q3 2026 | Oct 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 44 | 2 | 0.0% | 0.0% | 269 | +8 | 22.22% | Q3 2026 | Nov 03, 2026 |
| Larson Financial Group LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 50 | 2 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | No change | 45 | 2 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Ascentis Wealth Management, LLC | History | New | 21 | 1 | 0.0% | — | 284 | +21 | New | Q3 2026 | Nov 03, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 25 | 1 | 0.0% | — | 280 | +9 | 56.25% | Q3 2026 | Oct 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 20 | 1 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 35 | 1 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Salomon & Ludwin, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| CVA Family Office, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WPG Advisers, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 33 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 29 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,298 | -100.0% | Q3 2026 | Oct 21, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,445 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Mayfair Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,462 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2026 | Nov 04, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Davis Capital Management | History | Added to | 10 | 0 | — | — | — | +8 | 400.0% | Q3 2026 | Oct 08, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 23, 2026 |
| Covestor Ltd | History | Reduced | 6 | 0 | — | 0.0% | — | -4 | -40.0% | Q3 2026 | Oct 30, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 11 | 0 | — | — | — | +2 | 22.22% | Q3 2026 | Nov 03, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q3 2026 | Oct 27, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 30, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Nov 03, 2026 |
| RHL GROUP, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Trust Co | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |