FEDERATED HERMES, INC. - FHI
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 | 6,043,914 | 333,744 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 4,663,900 | 257,540 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 4,397,255 | 242,816 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 3,507,785 | 197,733 | 18.36% | 18.43% | 4 | -43,793 | -1.23% | Q3 2026 | Oct 27, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,194,537 | 176,402 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 2,867,028 | 158,317 | 0.29% | 0.29% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 2,670,077 | 147,441 | 0.4% | 0.4% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,646,942 | 146,164 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 2,523,070 | 139,323 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,460,945 | 135,893 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,275,905 | 128,301 | 0.02% | 0.02% | 11 | +10,731 | 0.47% | Q3 2026 | Nov 04, 2026 |
| STATE STREET CORP | History | No change | 1,852,289 | 102,283 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,692,774 | 93,491 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | No change | 1,534,938 | 84,759 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,198,348 | 66,172 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 1,174,179 | 64,838 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,151,144 | 63,566 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Woodline Partners LP | History | No change | 1,070,489 | 59,112 | 0.18% | 0.18% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 982,725 | 54,266 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 879,173 | 48,547 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 869,406 | 48,008 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 617,795 | 34,114 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 582,453 | 32,163 | 0.16% | 0.16% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 545,421 | 30,930 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPROTT INC. | History | No change | 513,885 | 28,376 | 0.9% | 0.9% | 25 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 462,667 | 26,080 | 0.07% | 0.08% | 26 | -9,710 | -2.06% | Q3 2026 | Nov 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 460,623 | 25,435 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 451,025 | 24,905 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 448,455 | 24,763 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 438,986 | 24,244 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestcor Inc | History | No change | 397,871 | 21,970 | 0.54% | 0.54% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 376,842 | 20,809 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC | History | Reduced | 366,204 | 20,642 | 2.2% | 2.44% | 33 | -13,913 | -3.66% | Q3 2026 | Oct 19, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 329,300 | 18,183 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 304,719 | 16,826 | 0.14% | 0.14% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 302,296 | 16,692 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 255,507 | 14,622 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALPS ADVISORS INC | History | Reduced | 247,138 | 13,931 | 0.06% | 0.07% | 38 | -26,157 | -9.57% | Q3 2026 | Nov 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 250,866 | 13,852 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 246,370 | 13,604 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 211,596 | 12,171 | 0.57% | 0.25% | 41 | +166,518 | 369.4% | Q3 2026 | Nov 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 207,748 | 11,471 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Added to | 192,182 | 10,833 | 0.08% | 0.05% | 43 | +74,543 | 63.37% | Q3 2026 | Oct 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 191,661 | 10,583 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 168,152 | 9,285 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 167,187 | 9,232 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 162,381 | 9,153 | 0.0% | 0.0% | 47 | -1,269 | -0.78% | Q3 2026 | Nov 02, 2026 |
| Cambria Investment Management, L.P. | History | No change | 162,173 | 8,955 | 0.44% | 0.44% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Interval Partners, LP | History | No change | 159,332 | 8,798 | 0.23% | 0.23% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 155,298 | 8,766 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 148,924 | 8,223 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 147,056 | 8,120 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 144,517 | 7,980 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 136,051 | 7,512 | 0.14% | 0.14% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kendall Capital Management | History | Added to | 131,570 | 7,416 | 1.23% | 1.12% | 55 | +9,460 | 7.75% | Q3 2026 | Oct 23, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 130,478 | 7,204 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 126,764 | 6,999 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 125,845 | 6,949 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 124,449 | 6,872 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 119,144 | 6,579 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 112,792 | 6,228 | 0.09% | 0.09% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ruffer LLP | History | No change | 111,652 | 6,158 | 0.22% | 0.22% | 62 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Qube Research & Technologies Ltd | History | No change | 108,974 | 6,017 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONTINENTAL ADVISORS LLC | History | Reduced | 106,359 | 5,995 | 2.57% | 2.62% | 64 | -6,000 | -5.34% | Q3 2026 | Oct 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 102,693 | 5,788 | 0.04% | 0.03% | 65 | +17,992 | 21.24% | Q3 2026 | Oct 06, 2026 |
| Legal & General Group Plc | History | No change | 104,305 | 5,759 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 101,416 | 5,600 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BURNEY CO/ | History | Reduced | 97,241 | 5,481 | 0.15% | 0.15% | 68 | -5,122 | -5.0% | Q3 2026 | Oct 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 96,168 | 5,310 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 93,036 | 5,251 | 0.15% | 0.15% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 91,571 | 5,056 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 84,192 | 4,746 | 0.01% | 0.01% | 72 | +5,622 | 7.16% | Q3 2026 | Oct 22, 2026 |
| GABELLI FUNDS LLC | History | No change | 84,502 | 4,666 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 82,286 | 4,638 | 0.7% | 0.76% | 74 | -8,183 | -9.05% | Q3 2026 | Oct 23, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Reduced | 81,222 | 4,579 | 1.19% | 1.19% | 75 | -4,289 | -5.02% | Q3 2026 | Oct 08, 2026 |
| Janney Montgomery Scott LLC | History | No change | 82,196 | 4,539 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 81,866 | 4,520 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 80,179 | 4,427 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 79,990 | 4,417 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 77,566 | 4,283 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 77,406 | 4,274 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 76,902 | 4,246 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 74,737 | 4,212 | 0.09% | — | 83 | +74,737 | New | Q3 2026 | Oct 16, 2026 |
| Retirement Systems of Alabama | History | Reduced | 73,408 | 4,138 | 0.01% | 0.01% | 84 | -1,497 | -2.0% | Q3 2026 | Nov 04, 2026 |
| Cerity Partners LLC | History | No change | 71,726 | 3,960 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 68,468 | 3,859 | 0.0% | 0.0% | 86 | +6,321 | 10.17% | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 69,421 | 3,833 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 67,826 | 3,823 | 0.01% | 0.0% | 88 | +7,306 | 12.07% | Q3 2026 | Oct 28, 2026 |
| Murphy Pohlad Asset Management LLC | History | No change | 66,721 | 3,761 | 1.31% | 1.28% | 89 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Inspire Investing, LLC | History | Added to | 65,329 | 3,682 | 0.16% | 0.11% | 90 | +15,401 | 30.85% | Q3 2026 | Oct 22, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 62,800 | 3,467 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SEI INVESTMENTS CO | History | No change | 61,854 | 3,414 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 61,750 | 3,412 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 58,100 | 3,208 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 55,588 | 3,133 | 1.26% | 1.18% | 95 | +1,118 | 2.05% | Q3 2026 | Oct 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 55,300 | 3,117 | 0.02% | 0.02% | 96 | +4,000 | 7.8% | Q3 2026 | Oct 28, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 51,665 | 2,852 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 50,400 | 2,783 | 0.51% | 0.51% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 50,256 | 2,775 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 50,075 | 2,765 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREDIT AGRICOLE S A | History | No change | 50,000 | 2,761 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 49,710 | 2,745 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 49,107 | 2,711 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| STACKSTONE WEALTH, LLC | History | New | 45,941 | 2,589 | 0.26% | — | 104 | +45,941 | New | Q3 2026 | Oct 19, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 46,136 | 2,547 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ABLE Financial Group, LLC | History | Added to | 44,865 | 2,529 | 0.4% | 0.41% | 106 | +1,092 | 2.49% | Q3 2026 | Oct 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 44,700 | 2,468 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 43,840 | 2,421 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 43,788 | 2,417 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 42,914 | 2,371 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 43,141 | 2,368 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inlet Private Wealth, LLC | History | No change | 40,750 | 2,297 | 0.56% | 0.55% | 112 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CITIGROUP INC | History | Added to | 40,347 | 2,274 | 0.0% | 0.0% | 113 | +16,085 | 66.3% | Q3 2026 | Nov 04, 2026 |
| Morningstar Investment Management LLC | History | No change | 39,895 | 2,262 | 0.14% | 0.14% | 114 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Empowered Funds, LLC | History | No change | 40,569 | 2,240 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 38,627 | 2,132 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 38,153 | 2,106 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 37,726 | 2,083 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FJ Capital Management LLC | History | No change | 37,556 | 2,073 | 0.27% | 0.27% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 35,218 | 1,944 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 35,099 | 1,938 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 33,532 | 1,890 | 0.0% | 0.0% | 122 | -477 | -1.4% | Q3 2026 | Oct 30, 2026 |
| SG Americas Securities, LLC | History | No change | 33,875 | 1,871 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 33,747 | 1,863 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 33,686 | 1,860 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 32,988 | 1,821 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 32,829 | 1,812 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 31,868 | 1,760 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 31,611 | 1,745 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWA Asset Management Group, LLC | History | No change | 29,858 | 1,683 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 30,454 | 1,681 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Radnor Capital Management, LLC | History | No change | 28,695 | 1,617 | 0.22% | 0.22% | 132 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| AMALGAMATED BANK | History | Reduced | 28,567 | 1,610 | 0.01% | 0.01% | 133 | -215 | -0.75% | Q3 2026 | Oct 23, 2026 |
| Bridgewater Associates, LP | History | No change | 29,155 | 1,609 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 29,053 | 1,604 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 28,290 | 1,594 | 0.0% | 0.0% | 136 | -20,111 | -41.55% | Q3 2026 | Oct 20, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 28,800 | 1,590 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 28,676 | 1,583 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MFA WEALTH ADVISORS, LLC | History | No change | 27,950 | 1,575 | 0.27% | 0.26% | 139 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 28,339 | 1,564 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Taylor Frigon Capital Management LLC | History | Added to | 27,683 | 1,560 | 0.79% | 0.71% | 141 | +110 | 0.4% | Q3 2026 | Oct 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 27,645 | 1,526 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 27,503 | 1,518 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 27,450 | 1,515 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 26,766 | 1,508 | 0.03% | 0.02% | 145 | +2,559 | 10.57% | Q3 2026 | Oct 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 26,743 | 1,476 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 26,177 | 1,475 | 0.01% | 0.01% | 147 | -2,468 | -8.62% | Q3 2026 | Oct 16, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 25,227 | 1,422 | 0.01% | 0.01% | 148 | -946 | -3.61% | Q3 2026 | Oct 23, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 24,793 | 1,369 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 23,679 | 1,334 | 0.0% | 0.01% | 150 | -5,722 | -19.46% | Q3 2026 | Nov 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 23,893 | 1,319 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 23,419 | 1,294 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 23,094 | 1,275 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARSHALL WACE, LLP | History | No change | 22,838 | 1,261 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 22,216 | 1,226 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 22,141 | 1,222 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 21,809 | 1,204 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 21,100 | 1,189 | 0.02% | 0.02% | 158 | -100 | -0.47% | Q3 2026 | Oct 20, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 21,000 | 1,183 | 0.25% | 0.27% | 159 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Aquatic Capital Management LLC | History | No change | 21,356 | 1,179 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palisade Asset Management, LLC | History | No change | 20,885 | 1,177 | 0.11% | 0.11% | 161 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| SummitTX Capital, L.P. | History | No change | 21,248 | 1,173 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | Added to | 20,668 | 1,165 | 0.12% | 0.11% | 163 | +437 | 2.16% | Q3 2026 | Oct 19, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 20,820 | 1,149 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 20,316 | 1,145 | 0.01% | 0.01% | 165 | +438 | 2.2% | Q3 2026 | Nov 03, 2026 |
| Marshall Financial Group, LLC | History | No change | 20,483 | 1,131 | 0.16% | 0.16% | 166 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quantinno Capital Management LP | History | No change | 19,913 | 1,099 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 19,505 | 1,077 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Graham Capital Management, L.P. | History | No change | 19,503 | 1,076 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 19,433 | 1,073 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 19,411 | 1,071 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| S&T BANK/PA | History | No change | 18,950 | 1,046 | 0.31% | 0.31% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 17,534 | 988 | 0.01% | 0.01% | 173 | -1,589 | -8.31% | Q3 2026 | Oct 22, 2026 |
| Achmea Investment Management B.V. | History | New | 17,500 | 987 | 0.01% | — | 174 | +17,500 | New | Q3 2026 | Oct 30, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 17,334 | 977 | 0.61% | 0.59% | 175 | +151 | 0.88% | Q3 2026 | Nov 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 16,988 | 957 | 0.0% | 0.0% | 176 | -350 | -2.02% | Q3 2026 | Nov 03, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 17,300 | 955 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 16,676 | 940 | 0.0% | 0.0% | 178 | -300 | -1.77% | Q3 2026 | Oct 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 16,286 | 899 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 16,291 | 899 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 15,910 | 896 | 0.0% | 0.0% | 181 | +228 | 1.45% | Q3 2026 | Oct 20, 2026 |
| Quantbot Technologies LP | History | No change | 15,843 | 874 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rodgers Brothers Inc. | History | No change | 15,225 | 840 | 0.08% | 0.08% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JMN Financial LLC | History | No change | 15,139 | 835 | 0.65% | 0.65% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 14,772 | 832 | 0.01% | 0.01% | 185 | -200 | -1.34% | Q3 2026 | Oct 29, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 14,664 | 809 | 0.2% | 0.2% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 14,234 | 786 | 0.19% | 0.19% | 187 | 0 | 0.0% | Q2 2026 | Sep 29, 2026 |
| Tidal Investments LLC | History | No change | 13,947 | 770 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 13,564 | 764 | 0.01% | 0.01% | 189 | -699 | -4.9% | Q3 2026 | Nov 03, 2026 |
| ALLSTATE CORP | History | No change | 13,435 | 741 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 13,328 | 735 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 13,117 | 724 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Advyzon Investment Management, LLC | History | No change | 12,973 | 716 | 0.05% | 0.05% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 12,653 | 713 | 0.13% | 0.12% | 194 | +1,813 | 16.73% | Q3 2026 | Oct 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 12,584 | 709 | 0.01% | 0.01% | 195 | +3,647 | 40.81% | Q3 2026 | Oct 23, 2026 |
| HSBC HOLDINGS PLC | History | No change | 12,622 | 702 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 12,662 | 699 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 12,052 | 679 | 0.07% | 0.05% | 198 | +3,100 | 34.63% | Q3 2026 | Oct 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,821 | 666 | 0.0% | 0.0% | 199 | +943 | 8.67% | Q3 2026 | Oct 08, 2026 |
| Dakota Wealth Management | History | No change | 11,810 | 652 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOURGLASS CAPITAL, LLC | History | Reduced | 11,500 | 648 | 0.13% | 0.42% | 201 | -27,150 | -70.25% | Q3 2026 | Oct 23, 2026 |
| Diversified Trust Co | History | No change | 11,685 | 645 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Boxwood Ventures, Inc. | History | No change | 11,613 | 641 | 0.38% | 0.38% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitlin John, LLC | History | No change | 11,057 | 610 | 0.33% | 0.33% | 204 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 10,507 | 592 | 0.0% | 0.0% | 205 | -1,552 | -12.87% | Q3 2026 | Nov 03, 2026 |
| Quadrature Capital Ltd | History | No change | 10,682 | 589 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 10,641 | 587 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 10,558 | 583 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ANCHYRA PARTNERS LLC | History | Reduced | 10,326 | 582 | 0.12% | 0.15% | 209 | -1,199 | -10.4% | Q3 2026 | Oct 13, 2026 |
| Nuveen, LLC | History | No change | 10,504 | 580 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caprock Group, LLC | History | No change | 10,459 | 577 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pacer Advisors, Inc. | History | No change | 10,368 | 573 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Reduced | 10,144 | 571 | 0.0% | 0.01% | 213 | -1,686 | -14.25% | Q3 2026 | Oct 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 10,096 | 569 | 0.01% | 0.01% | 214 | +227 | 2.3% | Q3 2026 | Oct 30, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 10,054 | 555 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 9,736 | 548 | 0.39% | 0.48% | 216 | -1,956 | -16.73% | Q3 2026 | Nov 05, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 9,844 | 543 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 9,616 | 541 | 0.01% | 0.01% | 218 | -960 | -9.08% | Q3 2026 | Oct 15, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 9,671 | 534 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 9,620 | 531 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 9,416 | 530 | 0.0% | 0.0% | 221 | -1 | -0.01% | Q3 2026 | Nov 02, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 9,000 | 524 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RFG Advisory, LLC | History | New | 8,726 | 491 | 0.01% | — | 223 | +8,726 | New | Q3 2026 | Nov 03, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Reduced | 8,667 | 488 | 0.1% | 0.1% | 224 | -50 | -0.57% | Q3 2026 | Oct 22, 2026 |
| RHS Financial, LLC | History | Reduced | 8,571 | 483 | 0.16% | 0.19% | 225 | -109 | -1.26% | Q3 2026 | Oct 13, 2026 |
| XTX Topco Ltd | History | No change | 8,652 | 477 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,324 | 465 | 0.0% | 0.0% | 227 | +279 | 3.47% | Q3 2026 | Oct 13, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 8,419 | 464 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 8,036 | 452 | 0.0% | 0.0% | 229 | +9 | 0.11% | Q3 2026 | Nov 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,020 | 443 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bill Few Associates, Inc. | History | Reduced | 7,683 | 433 | 0.09% | 0.09% | 231 | -100 | -1.28% | Q3 2026 | Oct 09, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 7,443 | 419 | 0.0% | 0.0% | 232 | +94 | 1.28% | Q3 2026 | Nov 04, 2026 |
| Park Place Capital Corp | History | No change | 7,381 | 407 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 7,297 | 402 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | No change | 7,111 | 392 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RiverFront Investment Group, LLC | History | No change | 7,031 | 388 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,690 | 384 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 6,619 | 373 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,760 | 373 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 6,727 | 371 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,668 | 368 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisors Preferred, LLC | History | No change | 6,420 | 363 | 0.06% | 0.06% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlphaGrep UK Ltd | History | No change | 6,572 | 362 | 0.11% | 0.11% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,343 | 358 | 0.0% | 0.0% | 244 | +596 | 10.37% | Q3 2026 | Oct 26, 2026 |
| Pathstone Holdings, LLC | History | No change | 6,462 | 356 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | No change | 6,429 | 355 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | New | 6,268 | 353 | 0.0% | — | 247 | +6,268 | New | Q3 2026 | Oct 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,199 | 342 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 6,187 | 341 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 6,034 | 340 | 0.03% | 0.05% | 250 | -3,002 | -33.22% | Q3 2026 | Oct 19, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 6,006 | 331 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 5,960 | 329 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | No change | 5,943 | 328 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 5,776 | 325 | 0.07% | 0.07% | 254 | -107 | -1.82% | Q3 2026 | Oct 28, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 5,780 | 319 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | No change | 5,722 | 315 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 5,341 | 313 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 5,541 | 312 | 0.02% | 0.03% | 258 | -112 | -1.98% | Q3 2026 | Oct 26, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 5,494 | 309 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 5,536 | 305 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 5,537 | 305 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Blue Trust, Inc. | History | Reduced | 5,384 | 303 | 0.0% | 0.0% | 262 | -1,445 | -21.16% | Q3 2026 | Oct 15, 2026 |
| INCEPTIONR LLC | History | No change | 5,475 | 302 | 0.07% | 0.07% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,435 | 300 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAWOOD & CO | History | Reduced | 5,232 | 294 | 0.2% | 0.2% | 265 | -100 | -1.88% | Q3 2026 | Oct 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 5,192 | 292 | 0.0% | 0.0% | 266 | +711 | 15.87% | Q3 2026 | Oct 23, 2026 |
| Gallacher Capital Management LLC | History | Added to | 5,115 | 288 | 0.24% | 0.15% | 267 | +374 | 7.89% | Q3 2026 | Oct 29, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 5,154 | 284 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hardy Reed LLC | History | No change | 5,098 | 281 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Snowden Capital Advisors LLC | History | No change | 5,063 | 279 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 4,827 | 272 | 0.0% | 0.0% | 271 | -200 | -3.98% | Q3 2026 | Oct 21, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 4,818 | 271 | 0.21% | 0.23% | 272 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| NorthRock Partners, LLC | History | No change | 4,800 | 265 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 4,765 | 263 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 4,665 | 262 | 0.01% | 0.01% | 275 | +74 | 1.61% | Q3 2026 | Oct 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,672 | 258 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Saiph Capital, LLC | History | No change | 4,627 | 255 | 0.08% | 0.08% | 277 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baron Wealth Management LLC | History | Reduced | 4,520 | 254 | 0.07% | 0.06% | 278 | -25 | -0.55% | Q3 2026 | Oct 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 4,448 | 250 | 0.0% | 0.0% | 279 | -204 | -4.39% | Q3 2026 | Oct 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,513 | 249 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nykredit A/S | History | No change | 4,435 | 244 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Verdad Advisers, LP | History | No change | 4,355 | 240 | 0.23% | 0.23% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 4,068 | 229 | 0.0% | 0.0% | 283 | +1,164 | 40.08% | Q3 2026 | Oct 28, 2026 |
| Andina Capital Management, LLC | History | Added to | 4,047 | 228 | 0.33% | 0.35% | 284 | +105 | 2.66% | Q3 2026 | Oct 21, 2026 |
| Amundi | History | No change | 4,096 | 226 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 4,000 | 225 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 3,960 | 223 | 0.02% | 0.02% | 287 | +129 | 3.37% | Q3 2026 | Nov 03, 2026 |
| Bridgewater Advisors Inc. | History | No change | 4,142 | 221 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 3,854 | 217 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 3,938 | 217 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 3,925 | 216 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 3,885 | 214 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LVW Advisors, LLC | History | New | 3,795 | 213 | 0.02% | — | 293 | +3,795 | New | Q3 2026 | Oct 19, 2026 |
| iA Global Asset Management Inc. | History | New | 3,756 | 212 | 0.0% | — | 294 | +3,756 | New | Q3 2026 | Oct 29, 2026 |
| Simmons Bank | History | No change | 3,790 | 209 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| StoneX Group Inc. | History | New | 3,394 | 202 | 0.01% | — | 297 | +3,394 | New | Q3 2026 | Nov 03, 2026 |
| Rehmann Capital Advisory Group | History | No change | 3,661 | 202 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 3,543 | 199 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,247 | 179 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 2,972 | 167 | 0.01% | 0.01% | 300 | +68 | 2.34% | Q3 2026 | Oct 08, 2026 |
| KBC Group NV | History | No change | 2,689 | 152 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| State of Wyoming | History | Added to | 2,366 | 133 | 0.01% | 0.01% | 302 | +7 | 0.3% | Q3 2026 | Oct 28, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 2,186 | 123 | 0.03% | 0.03% | 303 | +8 | 0.37% | Q3 2026 | Oct 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 2,050 | 115 | 0.0% | 0.0% | 304 | -240 | -10.48% | Q3 2026 | Oct 23, 2026 |
| UMB Bank, n.a. | History | No change | 1,581 | 87 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 1,527 | 84 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,382 | 76 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 1,308 | 72 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,231 | 69 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,202 | 67 | 0.0% | 0.0% | 310 | +20 | 1.69% | Q3 2026 | Nov 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,059 | 58 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WealthCollab, LLC | History | No change | 921 | 50 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 840 | 46 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Latitude Advisors, LLC | History | New | 755 | 42 | 0.01% | — | 315 | +755 | New | Q3 2026 | Oct 27, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 752 | 42 | 0.02% | 0.01% | 314 | +418 | 125.15% | Q3 2026 | Oct 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 745 | 41 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 615 | 35 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| City State Bank | History | No change | 635 | 35 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 610 | 34 | 0.0% | — | 319 | +610 | New | Q3 2026 | Oct 22, 2026 |
| Gen-Wealth Partners Inc | History | New | 578 | 32 | 0.01% | — | 321 | +578 | New | Q3 2026 | Nov 04, 2026 |
| Root Financial Partners, LLC | History | New | 568 | 32 | 0.0% | — | 320 | +568 | New | Q3 2026 | Oct 21, 2026 |
| Allworth Financial LP | History | No change | 568 | 31 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 536 | 30 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 504 | 28 | 0.0% | 0.01% | 324 | -911 | -64.38% | Q3 2026 | Oct 27, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | No change | 25,839 | 25 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| WPG Advisers, LLC | History | Reduced | 439 | 24 | 0.01% | 0.01% | 326 | -3 | -0.68% | Q3 2026 | Oct 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 405 | 22 | 0.0% | 0.0% | 327 | +2 | 0.5% | Q3 2026 | Nov 04, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 400 | 22 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 390 | 21 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 370 | 20 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BESSEMER GROUP INC | History | No change | 335 | 19 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DANSKE BANK A/S | History | No change | 300 | 16 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 262 | 14 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 243 | 13 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CVA Family Office, LLC | History | No change | 231 | 12 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Trust, LLC | History | No change | 209 | 11 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | Reduced | 183 | 10 | 0.0% | 0.0% | 337 | -537 | -74.58% | Q3 2026 | Oct 21, 2026 |
| Persistent Asset Partners Ltd | History | No change | 197 | 10 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | Reduced | 148 | 8 | 0.01% | 0.01% | 341 | -64 | -30.19% | Q3 2026 | Oct 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 145 | 8 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 141 | 8 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 155 | 8 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 140 | 7 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 126 | 7 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 139 | 7 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 120 | 6 | 0.0% | — | 351 | +120 | New | Q3 2026 | Oct 30, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 110 | 6 | 0.0% | — | 352 | +110 | New | Q3 2026 | Oct 16, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 117 | 6 | 0.0% | 0.0% | 346 | +58 | 98.31% | Q3 2026 | Nov 04, 2026 |
| Versant Capital Management, Inc | History | Added to | 107 | 6 | 0.0% | 0.0% | 348 | +9 | 9.18% | Q3 2026 | Oct 01, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 111 | 6 | 0.0% | 0.0% | 349 | -3 | -2.63% | Q3 2026 | Oct 21, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 109 | 6 | 0.0% | 0.0% | 350 | -2 | -1.8% | Q3 2026 | Oct 19, 2026 |
| IFP Advisors, Inc | History | No change | 109 | 6 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Fortitude Family Office, LLC | History | Added to | 95 | 5 | 0.0% | 0.0% | 356 | +8 | 9.2% | Q3 2026 | Oct 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 104 | 5 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Costello Asset Management, INC | History | No change | 100 | 5 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| SJS Investment Consulting Inc. | History | No change | 105 | 5 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Dogwood Wealth Management LLC | History | No change | 103 | 5 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Canton Hathaway, LLC | History | New | 83 | 4 | 0.0% | — | 361 | +83 | New | Q3 2026 | Oct 23, 2026 |
| Continuum Advisory, LLC | History | No change | 83 | 4 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 88 | 4 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | No change | 81 | 4 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Elyxium Wealth, LLC | History | New | 61 | 3 | 0.0% | — | 367 | +61 | New | Q3 2026 | Oct 27, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 59 | 3 | 0.0% | 0.0% | 365 | +25 | 73.53% | Q3 2026 | Oct 27, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 70 | 3 | 0.0% | 0.0% | 364 | +9 | 14.75% | Q3 2026 | Oct 28, 2026 |
| Navigoe, LLC | History | Reduced | 64 | 3 | 0.0% | 0.0% | 366 | -1 | -1.54% | Q3 2026 | Nov 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 62 | 3 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Avion Wealth | History | No change | 42 | 2 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| SHP Wealth Management | History | No change | 46 | 2 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quarry LP | History | No change | 52 | 2 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 52 | 2 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Bare Financial Services, Inc | History | No change | 40 | 2 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Hilltop National Bank | History | No change | 50 | 2 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Nova Wealth Management, Inc. | History | No change | 50 | 2 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Basepoint Wealth LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 54 | 2 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Financial Management LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| GODSEY & GIBB, INC | History | New | 21 | 1 | 0.0% | — | 384 | +21 | New | Q3 2026 | Oct 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 19 | 1 | 0.0% | — | 382 | +18 | 1800.0% | Q3 2026 | Oct 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 24 | 1 | 0.0% | 0.0% | 380 | +2 | 9.09% | Q3 2026 | Nov 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 25 | 1 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quent Capital, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 24 | 1 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Vest Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -32,983 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Confluence Wealth Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,161 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,570 | -100.0% | Q3 2026 | Nov 02, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -3,693 | -100.0% | Q3 2026 | Oct 27, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,563 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -1,288 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -435 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Point Nemo Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q3 2026 | Nov 03, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2026 | Oct 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 23, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 21, 2026 |
| Monetary Solutions, Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 22, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Manchester Capital Management LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| DecisionPoint Financial, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sachetta, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LRI Investments, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Signature Equity Partners, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| James T. Borello RIA | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |