FIRST BANCORP /NC/ - FBNC
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 | Added to | 5,949,433 | 380,347 | 0.01% | 0.01% | 1 | +131,932 | 2.27% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | Added to | 3,698,447 | 236,441 | 0.01% | 0.01% | 2 | +58,311 | 1.6% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 2,174,048 | 139,498 | 0.0% | 0.0% | 3 | +99,332 | 4.79% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,834,639 | 117,288 | 0.0% | 0.0% | 4 | +62,455 | 3.52% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,706,908 | 109,123 | 0.02% | 0.02% | 5 | +1,370 | 0.08% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,679,672 | 107,381 | 0.02% | 0.02% | 6 | -92,227 | -5.2% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,220,535 | 78,029 | 0.02% | 0.02% | 7 | -78,218 | -6.02% | Q2 2026 | Aug 14, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 1,138,275 | 72,769 | 0.55% | 0.53% | 8 | -146,964 | -11.43% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,096,960 | 70,142 | 0.0% | 0.0% | 9 | +50,032 | 4.78% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 953,287 | 60,944 | 0.09% | 0.1% | 10 | -32,942 | -3.34% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 848,751 | 54,260 | 0.0% | 0.0% | 11 | +42,038 | 5.21% | Q2 2026 | Aug 13, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 785,261 | 50,201 | 0.03% | 0.04% | 12 | -188,960 | -19.4% | Q2 2026 | Aug 03, 2026 |
| Boston Partners | History | Added to | 615,754 | 39,369 | 0.03% | 0.03% | 13 | +22,429 | 3.78% | Q2 2026 | Aug 04, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 602,554 | 38,448 | 0.03% | 0.02% | 14 | +102,121 | 20.41% | Q2 2026 | Aug 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 527,926 | 33,750 | 0.4% | 0.35% | 15 | +98,108 | 22.83% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 482,452 | 30,843 | 0.0% | 0.0% | 16 | -115 | -0.02% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 468,079 | 29,924 | 0.0% | 0.0% | 17 | +29,956 | 6.84% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 530,248 | 29,879 | 0.01% | 0.01% | 18 | +2,128 | 0.4% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 420,796 | 26,980 | 0.04% | 0.03% | 19 | +80,073 | 23.5% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 401,106 | 25,642 | 0.0% | 0.0% | 20 | +45,089 | 12.66% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 364,017 | 23,271 | 0.0% | 0.0% | 21 | +37,696 | 11.55% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | New | 319,458 | 20,423 | 0.01% | — | 22 | +319,458 | New | Q2 2026 | Aug 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 309,385 | 19,778 | 0.06% | 0.07% | 23 | -83,027 | -21.16% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 307,700 | 19,671 | 0.0% | 0.0% | 24 | +6,390 | 2.12% | Q2 2026 | Aug 06, 2026 |
| LOOMIS SAYLES & CO L P | History | New | 286,798 | 18,334 | 0.02% | — | 25 | +286,798 | New | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 275,565 | 17,616 | 0.0% | 0.0% | 26 | +10,088 | 3.8% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 252,670 | 16,153 | 0.01% | 0.01% | 27 | +2,643 | 1.06% | Q2 2026 | Aug 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 242,813 | 15,523 | 0.01% | 0.01% | 28 | -30,201 | -11.06% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Reduced | 194,902 | 12,460 | 0.0% | 0.0% | 29 | -8,047 | -3.97% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 186,587 | 11,928 | 0.0% | 0.0% | 30 | -28,330 | -13.18% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 172,829 | 11,048 | 0.0% | — | 31 | +172,829 | New | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 142,254 | 9,094 | 0.02% | 0.03% | 32 | -6,060 | -4.09% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 129,851 | 8,301 | 0.0% | 0.0% | 33 | -76,320 | -37.02% | Q2 2026 | Aug 14, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 123,266 | 7,880 | 0.31% | 0.33% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 119,089 | 7,613 | 1.01% | 1.22% | 35 | -1,423 | -1.18% | Q2 2026 | Aug 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 112,664 | 7,202 | 0.0% | 0.0% | 36 | +2,448 | 2.22% | Q2 2026 | Aug 12, 2026 |
| Smith Salley Wealth Management | History | No change | 110,644 | 7,073 | 0.31% | 0.31% | 37 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 102,070 | 6,525 | 0.0% | 0.01% | 38 | -12,039 | -10.55% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | Reduced | 95,355 | 6,096 | 0.0% | 0.0% | 39 | -84,497 | -46.98% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | Reduced | 90,616 | 5,793 | 0.0% | 0.0% | 40 | -1,666 | -1.81% | Q2 2026 | Aug 14, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 83,169 | 5,316 | 0.68% | 0.6% | 41 | +9,220 | 12.47% | Q2 2026 | Jul 10, 2026 |
| Swiss National Bank | History | Added to | 83,100 | 5,312 | 0.0% | 0.0% | 42 | +1,300 | 1.59% | Q2 2026 | Aug 11, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 83,090 | 5,311 | 0.17% | 0.19% | 43 | -7,246 | -8.02% | Q2 2026 | Jul 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 80,642 | 5,155 | 0.0% | 0.0% | 44 | +59,361 | 278.94% | Q2 2026 | Sep 02, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 79,902 | 5,108 | 0.01% | 0.01% | 45 | +18,444 | 30.01% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 73,560 | 4,702 | 0.0% | 0.0% | 46 | +19,323 | 35.63% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 71,779 | 4,588 | 0.0% | 0.0% | 47 | +1,670 | 2.38% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 69,089 | 4,416 | 0.03% | 0.03% | 48 | -18,361 | -21.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 68,986 | 4,410 | 0.0% | 0.0% | 49 | +12,665 | 22.49% | Q2 2026 | Aug 03, 2026 |
| MARTIN & CO INC /TN/ | History | Reduced | 67,414 | 4,309 | 0.67% | 0.65% | 50 | -302 | -0.45% | Q2 2026 | Aug 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 65,119 | 4,163 | 0.01% | 0.04% | 51 | -114,676 | -63.78% | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 63,104 | 4,034 | 0.0% | 0.0% | 52 | +29,537 | 87.99% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 62,717 | 4,009 | 0.0% | 0.0% | 53 | -225 | -0.36% | Q2 2026 | Aug 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 62,695 | 4,008 | 0.04% | 0.05% | 54 | +347 | 0.56% | Q2 2026 | Aug 03, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 62,033 | 3,965 | 0.02% | 0.02% | 55 | -362 | -0.58% | Q2 2026 | Aug 18, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 61,635 | 3,941 | 0.0% | 0.0% | 56 | +9,256 | 17.67% | Q2 2026 | Aug 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 60,239 | 3,851 | 0.03% | 0.03% | 57 | -8,958 | -12.95% | Q2 2026 | Aug 10, 2026 |
| WESBANCO BANK INC | History | No change | 60,108 | 3,842 | 0.1% | 0.09% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 56,997 | 3,643 | 0.0% | 0.0% | 59 | +11,980 | 26.61% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 50,780 | 3,369 | 0.0% | 0.0% | 60 | -39,154 | -43.54% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 49,150 | 3,142 | 0.01% | 0.01% | 61 | -7 | -0.01% | Q2 2026 | Aug 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 47,380 | 3,029 | 0.0% | 0.0% | 62 | +5,770 | 13.87% | Q2 2026 | Aug 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 44,216 | 2,826 | 0.0% | 0.0% | 63 | -869 | -1.93% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 43,122 | 2,756 | 0.0% | 0.0% | 64 | +450 | 1.05% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 43,081 | 2,754 | 0.0% | 0.0% | 65 | +6,733 | 18.52% | Q2 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 40,267 | 2,574 | 0.0% | 0.0% | 66 | +508 | 1.28% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 38,276 | 2,446 | 0.0% | 0.0% | 67 | +8,179 | 27.18% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Reduced | 34,698 | 2,218 | 0.0% | 0.0% | 68 | -17,331 | -33.31% | Q2 2026 | Aug 07, 2026 |
| Cascades Capital Asset Management, LLC | History | Reduced | 34,679 | 2,217 | 0.82% | 0.82% | 69 | -149 | -0.43% | Q2 2026 | Aug 14, 2026 |
| DWM Financial Group, Inc. | History | New | 39,634 | 2,013 | 1.79% | — | 70 | +39,634 | New | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 31,122 | 1,989 | 0.0% | 0.0% | 71 | -3,019 | -8.84% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 30,830 | 1,971 | 0.03% | 0.03% | 72 | -4,351 | -12.37% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | New | 30,439 | 1,945 | 0.0% | — | 73 | +30,439 | New | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 28,573 | 1,826 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 28,282 | 1,808 | 0.0% | 0.0% | 75 | -16,071 | -36.23% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 27,433 | 1,748 | 0.0% | 0.0% | 76 | +311 | 1.15% | Q2 2026 | Jul 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 27,170 | 1,737 | 0.0% | 0.0% | 77 | -507 | -1.83% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Reduced | 26,952 | 1,723 | 0.02% | 0.04% | 78 | -11,602 | -30.09% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 26,819 | 1,714 | 0.0% | 0.0% | 79 | +4,293 | 19.06% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 23,831 | 1,523 | 0.01% | 0.01% | 80 | +1,182 | 5.22% | Q2 2026 | Aug 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 22,682 | 1,450 | 0.12% | 0.09% | 81 | +5,915 | 35.28% | Q2 2026 | Jul 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 22,098 | 1,412 | 0.0% | 0.0% | 82 | -168 | -0.75% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 21,727 | 1,389 | 0.0% | 0.0% | 83 | +106 | 0.49% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 21,511 | 1,375 | 0.0% | 0.0% | 84 | +9,925 | 85.66% | Q2 2026 | Aug 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 21,454 | 1,371 | 0.01% | 0.02% | 85 | -10,922 | -33.73% | Q2 2026 | Aug 12, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 21,247 | 1,358 | 0.02% | 0.02% | 86 | -770 | -3.5% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 20,920 | 1,337 | 0.0% | 0.0% | 87 | -6,339 | -23.25% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | Added to | 20,320 | 1,299 | 0.0% | 0.0% | 88 | +4,849 | 31.34% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 20,167 | 1,289 | 0.0% | 0.0% | 89 | +1,761 | 9.57% | Q2 2026 | Sep 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 20,069 | 1,283 | 0.01% | 0.01% | 90 | +1,315 | 7.01% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 19,762 | 1,263 | 0.0% | 0.0% | 92 | +42 | 0.21% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 19,767 | 1,263 | 0.01% | 0.01% | 91 | +1 | 0.01% | Q2 2026 | Jul 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 18,854 | 1,205 | 0.0% | 0.0% | 93 | -71 | -0.38% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 18,768 | 1,199 | 0.0% | 0.0% | 94 | -937 | -4.76% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 18,441 | 1,178 | 0.0% | 0.0% | 95 | -2,532 | -12.07% | Q2 2026 | Jul 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 18,100 | 1,157 | 0.02% | 0.02% | 96 | -300 | -1.63% | Q2 2026 | Jul 21, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 17,825 | 1,139 | 0.0% | 0.01% | 97 | -7,127 | -28.56% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | New | 17,567 | 1,123 | 0.0% | — | 98 | +17,567 | New | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 16,431 | 1,050 | 0.0% | 0.0% | 99 | +41 | 0.25% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 15,505 | 991 | 0.0% | 0.0% | 100 | +5,327 | 52.34% | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 17,567 | 990 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 15,366 | 982 | 0.01% | 0.01% | 102 | -6,831 | -30.77% | Q2 2026 | Jul 20, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 14,836 | 948 | 0.0% | 0.0% | 103 | +800 | 5.7% | Q2 2026 | Jul 29, 2026 |
| one8zero8, LLC | History | No change | 14,071 | 899 | 0.18% | 0.18% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 14,000 | 895 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SouthState Bank Corp | History | No change | 13,189 | 843 | 0.04% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 12,572 | 803 | 0.19% | 0.18% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 12,393 | 792 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Modera Wealth Management, LLC | History | Added to | 12,351 | 789 | 0.01% | 0.01% | 109 | +124 | 1.01% | Q2 2026 | Aug 03, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 12,075 | 771 | 0.01% | 0.01% | 111 | +901 | 8.06% | Q2 2026 | Jul 23, 2026 |
| STEPHENS INC /AR/ | History | No change | 12,075 | 771 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | Added to | 11,868 | 758 | 0.0% | 0.0% | 112 | +2,904 | 32.4% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 11,643 | 744 | 0.0% | 0.0% | 113 | +7,342 | 170.7% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 11,618 | 742 | 0.04% | 0.01% | 114 | +7,291 | 168.5% | Q2 2026 | Aug 03, 2026 |
| Arizona State Retirement System | History | Added to | 11,432 | 730 | 0.0% | 0.0% | 115 | +43 | 0.38% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | Reduced | 11,413 | 729 | 0.0% | 0.0% | 116 | -966 | -7.8% | Q2 2026 | Aug 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 11,366 | 726 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | Added to | 11,283 | 721 | 0.0% | 0.0% | 118 | +7,549 | 202.17% | Q2 2026 | Aug 12, 2026 |
| CrossGen Wealth, LLC | History | Reduced | 11,138 | 712 | 0.55% | 0.96% | 119 | -8,350 | -42.85% | Q2 2026 | Jul 24, 2026 |
| AMALGAMATED BANK | History | Reduced | 11,101 | 710 | 0.0% | 0.01% | 120 | -801 | -6.73% | Q2 2026 | Jul 23, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 11,035 | 705 | 0.08% | 0.07% | 121 | -200 | -1.78% | Q2 2026 | Jul 09, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 11,034 | 705 | 0.01% | 0.01% | 122 | +29 | 0.26% | Q2 2026 | Jul 16, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,990 | 702 | 0.0% | 0.0% | 123 | +795 | 7.8% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 10,544 | 674 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 10,495 | 670 | 0.0% | 0.0% | 125 | +27 | 0.26% | Q2 2026 | Jul 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 10,396 | 664 | 0.0% | 0.0% | 126 | +1,449 | 16.2% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 10,200 | 652 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Reduced | 10,151 | 648 | 0.0% | 0.0% | 128 | -9,440 | -48.19% | Q2 2026 | Aug 14, 2026 |
| Fiduciary Alliance LLC | History | No change | 9,975 | 637 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 9,811 | 627 | 0.0% | 0.0% | 130 | -443 | -4.32% | Q2 2026 | Jul 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 9,432 | 602 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SG Americas Securities, LLC | History | Added to | 9,361 | 598 | 0.0% | 0.0% | 132 | +834 | 9.78% | Q2 2026 | Aug 07, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 9,269 | 592 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 9,100 | 583 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,998 | 575 | 0.0% | 0.0% | 136 | -25,299 | -73.76% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 9,008 | 575 | 0.01% | 0.01% | 135 | -691 | -7.12% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 8,989 | 574 | 0.0% | 0.0% | 137 | -188 | -2.05% | Q2 2026 | Aug 05, 2026 |
| Colonial Trust Advisors | History | Reduced | 8,204 | 524 | 0.04% | 0.04% | 138 | -1,646 | -16.71% | Q2 2026 | Aug 11, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | No change | 8,000 | 511 | 0.12% | 0.12% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CONTINENTAL ADVISORS LLC | History | No change | 8,000 | 511 | 0.22% | 0.23% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 7,904 | 505 | 0.0% | 0.0% | 141 | +762 | 10.67% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 7,755 | 496 | 0.0% | 0.0% | 142 | +1,359 | 21.25% | Q2 2026 | Jul 23, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | No change | 7,565 | 483 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,855 | 438 | 0.0% | 0.0% | 144 | +870 | 14.54% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | Added to | 6,711 | 429 | 0.0% | 0.0% | 145 | +81 | 1.22% | Q2 2026 | Aug 13, 2026 |
| Carolina Wealth Management Inc | History | New | 6,586 | 421 | 0.19% | — | 146 | +6,586 | New | Q2 2026 | Aug 11, 2026 |
| Pictet Asset Management Holding SA | History | No change | 6,446 | 412 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 6,351 | 406 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Hardin Capital Partners, LLC | History | No change | 6,215 | 398 | 0.18% | 0.16% | 149 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 6,206 | 396 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 6,062 | 387 | 0.03% | — | 152 | +6,062 | New | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 6,058 | 387 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 5,992 | 383 | 0.0% | 0.0% | 153 | +461 | 8.33% | Q2 2026 | Aug 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 5,973 | 381 | 0.02% | 0.02% | 154 | +113 | 1.93% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 5,870 | 375 | 0.01% | 0.01% | 155 | -450 | -7.12% | Q2 2026 | Aug 10, 2026 |
| ProShare Advisors LLC | History | Reduced | 5,844 | 373 | 0.0% | 0.0% | 156 | -452 | -7.18% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 5,795 | 370 | 0.02% | 0.03% | 157 | -3,277 | -36.12% | Q2 2026 | Aug 05, 2026 |
| De Lisle Partners LLP | History | No change | 5,789 | 370 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 5,484 | 350 | 0.13% | 0.26% | 159 | -4,266 | -43.75% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 5,505 | 349 | 0.0% | 0.0% | 160 | -4,086 | -42.6% | Q2 2026 | Aug 14, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Added to | 4,786 | 305 | 0.05% | 0.05% | 161 | +88 | 1.87% | Q2 2026 | Jul 09, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 4,739 | 302 | 0.0% | 0.0% | 162 | -6 | -0.13% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 4,493 | 287 | 0.0% | — | 163 | +4,493 | New | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | Added to | 4,364 | 278 | 0.05% | 0.05% | 164 | +1 | 0.02% | Q2 2026 | Jul 24, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 4,320 | 276 | 0.01% | 0.01% | 165 | -4 | -0.09% | Q2 2026 | Jul 16, 2026 |
| Brooklyn Investment Group | History | No change | 4,827 | 272 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 4,229 | 270 | 0.0% | 0.0% | 167 | +123 | 3.0% | Q2 2026 | Aug 11, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,184 | 267 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Added to | 3,929 | 251 | 0.0% | 0.0% | 169 | +84 | 2.18% | Q2 2026 | Aug 10, 2026 |
| SCS Capital Management LLC | History | No change | 3,779 | 241 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 3,715 | 237 | 0.01% | 0.01% | 171 | +341 | 10.11% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | Added to | 3,666 | 234 | 0.0% | 0.0% | 172 | +10 | 0.27% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 3,613 | 230 | 0.0% | 0.0% | 173 | -60 | -1.63% | Q2 2026 | Jul 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 3,560 | 227 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,526 | 225 | 0.01% | 0.0% | 176 | +663 | 23.16% | Q2 2026 | Aug 11, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 3,525 | 225 | 0.01% | 0.01% | 175 | -61 | -1.7% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,406 | 218 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 3,396 | 217 | 0.0% | — | 178 | +3,396 | New | Q2 2026 | Aug 13, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | New | 3,211 | 205 | 0.0% | — | 179 | +3,211 | New | Q2 2026 | Aug 10, 2026 |
| LongView Wealth Management | History | New | 3,211 | 205 | 0.05% | — | 180 | +3,211 | New | Q2 2026 | Jul 17, 2026 |
| Global Retirement Partners, LLC | History | New | 3,154 | 201 | 0.0% | — | 181 | +3,154 | New | Q2 2026 | Aug 06, 2026 |
| Colonial Trust Co / SC | History | No change | 2,745 | 175 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 2,547 | 163 | 0.0% | 0.0% | 183 | -34 | -1.32% | Q2 2026 | Jul 14, 2026 |
| GAMMA Investing LLC | History | Added to | 2,334 | 149 | 0.01% | 0.01% | 184 | +133 | 6.04% | Q2 2026 | Jul 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,170 | 138 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,065 | 132 | 0.01% | 0.01% | 186 | +7 | 0.34% | Q2 2026 | Aug 07, 2026 |
| KBC Group NV | History | No change | 1,726 | 110 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | No change | 1,677 | 107 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,507 | 96 | 0.01% | 0.01% | 189 | -38 | -2.46% | Q2 2026 | Sep 04, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,345 | 85 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,172 | 74 | 0.0% | 0.0% | 191 | +16 | 1.38% | Q2 2026 | Aug 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 999 | 63 | 0.01% | 0.01% | 192 | +26 | 2.67% | Q2 2026 | Jul 29, 2026 |
| Sterling Capital Management LLC | History | Reduced | 825 | 52 | 0.0% | 0.0% | 193 | -513 | -38.34% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 823 | 52 | 0.0% | 0.0% | 194 | +2 | 0.24% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 742 | 47 | 0.0% | 0.0% | 195 | +268 | 56.54% | Q2 2026 | Aug 10, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 626 | 40 | 0.0% | 0.0% | 197 | -132 | -17.41% | Q2 2026 | Aug 07, 2026 |
| Versant Capital Management, Inc | History | No change | 635 | 40 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| FIRST HORIZON CORP | History | Reduced | 622 | 39 | 0.0% | 0.0% | 198 | -19 | -2.96% | Q2 2026 | Jul 20, 2026 |
| Aquatic Capital Management LLC | History | New | 555 | 35 | 0.0% | — | 199 | +555 | New | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 516 | 33 | 0.0% | 0.0% | 200 | +90 | 21.13% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 529 | 33 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 585 | 32 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 485 | 31 | 0.0% | 0.0% | 203 | +132 | 37.39% | Q2 2026 | Aug 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 415 | 26 | 0.02% | 0.03% | 205 | -152 | -26.81% | Q2 2026 | Jul 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 414 | 26 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | New | 368 | 23 | 0.0% | — | 207 | +368 | New | Q2 2026 | Aug 12, 2026 |
| MTM Investment Management, LLC | History | No change | 364 | 23 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 338 | 21 | 0.0% | 0.0% | 208 | +60 | 21.58% | Q2 2026 | Aug 03, 2026 |
| ASSETMARK, INC | History | No change | 316 | 20 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 285 | 18 | 0.0% | 0.0% | 210 | +30 | 11.76% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | New | 276 | 17 | 0.0% | — | 211 | +276 | New | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | No change | 255 | 16 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | New | 234 | 14 | 0.0% | — | 213 | +234 | New | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | Added to | 208 | 13 | 0.0% | 0.0% | 214 | +20 | 10.64% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 198 | 12 | 0.0% | 0.0% | 215 | -458 | -69.82% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | Added to | 174 | 11 | 0.0% | 0.0% | 216 | +4 | 2.35% | Q2 2026 | Aug 11, 2026 |
| UMB Bank, n.a. | History | Added to | 169 | 10 | 0.0% | 0.0% | 217 | +12 | 7.64% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 144 | 9 | 0.0% | 0.0% | 219 | +120 | 500.0% | Q2 2026 | Jul 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 156 | 9 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | New | 70 | 4 | 0.0% | — | 222 | +70 | New | Q2 2026 | Aug 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 72 | 4 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 76 | 4 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Parallel Advisors, LLC | History | No change | 54 | 3 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| High Note Wealth, LLC | History | No change | 55 | 3 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Red Tortoise LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Private Wealth Management Group, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 33 | 2 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | Added to | 10 | 1 | 0.0% | — | 230 | +6 | 150.0% | Q2 2026 | Aug 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 24 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFP Advisors, Inc | History | No change | 21 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 16 | 1 | 0.0% | — | 231 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bare Financial Services, Inc | History | No change | 25 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ankerstar Wealth, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -82,645 | -100.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,478 | -100.0% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,395 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -13,538 | -100.0% | Q2 2026 | Jul 17, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -7,000 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -6,634 | -100.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,976 | -100.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,864 | -100.0% | Q2 2026 | Aug 04, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,574 | -100.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -1,194 | -100.0% | Q2 2026 | Aug 06, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -599 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q2 2026 | Jul 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q2 2026 | Jul 16, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Jul 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 06, 2026 |
| Evolution Advisers, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 31, 2026 |
| Davis Capital Management | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 16, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q2 2026 | Aug 04, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bell Investment Advisors, Inc | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Essential Partners LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |