FIRST INTERSTATE BANCSYSTEM INC - FIBK
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 | 13,732,702 | 529,532 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 6,250,817 | 241,031 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 5,506,456 | 212,328 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 5,847,662 | 208,997 | 0.04% | 0.04% | 4 | +64,431 | 1.11% | Q3 2026 | Nov 04, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 4,591,104 | 164,086 | 8.74% | 9.28% | 5 | -23,328 | -0.51% | Q3 2026 | Oct 23, 2026 |
| HoldCo Asset Management, LP | History | No change | 3,950,107 | 152,316 | 9.78% | 9.78% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 3,768,343 | 145,307 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,738,371 | 144,151 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 2,463,971 | 95,010 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,387,561 | 92,077 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital International Investors | History | No change | 2,341,826 | 90,300 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 2,149,403 | 82,880 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 2,018,138 | 77,826 | 0.12% | 0.12% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,639,233 | 63,208 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,462,281 | 56,385 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,427,500 | 55,044 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,405,780 | 54,387 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,313,141 | 50,634 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 1,209,484 | 46,637 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital World Investors | History | No change | 1,178,546 | 45,444 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,168,761 | 45,067 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,057,053 | 40,759 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | No change | 1,034,043 | 39,872 | 2.02% | 2.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,002,675 | 38,663 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORGES BANK | History | No change | 978,151 | 37,717 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 978,127 | 37,716 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 778,006 | 29,999 | 1.48% | 1.48% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 753,537 | 29,056 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 638,735 | 24,629 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 562,670 | 21,696 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 583,577 | 20,857 | 1.05% | 1.08% | 31 | -34,839 | -5.63% | Q3 2026 | Oct 23, 2026 |
| VILLERE ST DENIS J & CO LLC | History | Reduced | 531,682 | 19,002 | 2.45% | 2.61% | 32 | -36,019 | -6.34% | Q3 2026 | Nov 04, 2026 |
| Invesco Ltd. | History | No change | 474,951 | 18,314 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 463,086 | 17,856 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 396,596 | 15,292 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 392,120 | 14,014 | 0.01% | 0.01% | 36 | -16,493 | -4.04% | Q3 2026 | Nov 02, 2026 |
| Aristotle Capital Boston, LLC | History | No change | 348,476 | 13,437 | 0.9% | 0.9% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 323,328 | 12,467 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 290,375 | 11,196 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 283,210 | 10,920 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 287,027 | 10,258 | 0.01% | 0.01% | 41 | -711 | -0.25% | Q3 2026 | Nov 02, 2026 |
| Fisher Asset Management, LLC | History | No change | 265,538 | 10,239 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cambria Investment Management, L.P. | History | No change | 254,704 | 9,821 | 0.49% | 0.49% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 225,315 | 8,688 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 217,090 | 8,370 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Numerai GP LLC | History | No change | 213,407 | 8,228 | 0.67% | 0.67% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 200,880 | 7,745 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 195,222 | 7,527 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 207,303 | 7,409 | 0.5% | 0.52% | 49 | +8,184 | 4.11% | Q3 2026 | Oct 22, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 190,823 | 7,358 | 0.14% | 0.14% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 166,967 | 6,438 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 166,046 | 6,402 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 163,237 | 6,294 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 171,191 | 6,118 | 0.33% | 0.34% | 54 | -3,237 | -1.86% | Q3 2026 | Nov 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 150,404 | 5,799 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 148,650 | 5,732 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 148,554 | 5,728 | 0.1% | 0.1% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 158,506 | 5,665 | 1.08% | 1.18% | 58 | -11,841 | -6.95% | Q3 2026 | Oct 27, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 146,228 | 5,638 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | No change | 146,003 | 5,630 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 130,151 | 5,018 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 125,812 | 4,851 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 124,773 | 4,811 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 120,993 | 4,665 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 118,482 | 4,569 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 111,923 | 4,315 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 102,340 | 3,946 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 101,844 | 3,927 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 99,986 | 3,856 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | No change | 99,913 | 3,852 | 0.19% | 0.19% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jump Financial, LLC | History | No change | 96,822 | 3,733 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 95,526 | 3,683 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 95,236 | 3,672 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Russell Investments Group, Ltd. | History | No change | 94,239 | 3,633 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 94,206 | 3,632 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 93,834 | 3,618 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 107,173 | 3,579 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 96,737 | 3,457 | 0.0% | 0.0% | 78 | -65,649 | -40.43% | Q3 2026 | Nov 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 88,830 | 3,425 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 88,170 | 3,399 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Phocas Financial Corp. | History | No change | 87,228 | 3,363 | 0.47% | 0.47% | 81 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cladis Investment Advisory, LLC | History | No change | 83,865 | 3,233 | 1.51% | 1.51% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 76,890 | 2,964 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 74,225 | 2,860 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 73,862 | 2,848 | 0.1% | 0.1% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 72,582 | 2,798 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 77,164 | 2,757 | 0.06% | 0.06% | 87 | +5 | 0.01% | Q3 2026 | Nov 02, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 66,731 | 2,573 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 61,822 | 2,383 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brevan Howard Capital Management LP | History | No change | 61,210 | 2,360 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 59,664 | 2,300 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 55,498 | 2,140 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 53,435 | 2,060 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vest Financial, LLC | History | Added to | 57,445 | 2,053 | 0.02% | 0.02% | 94 | +1,925 | 3.47% | Q3 2026 | Oct 21, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 56,193 | 2,029 | 0.0% | 0.0% | 95 | +975 | 1.77% | Q3 2026 | Nov 04, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 52,108 | 2,009 | 1.68% | 1.68% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Northern Capital Management, Inc. | History | No change | 51,590 | 1,989 | 0.85% | 0.85% | 97 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Man Group plc | History | No change | 50,993 | 1,966 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 49,196 | 1,896 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 48,248 | 1,860 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 46,055 | 1,775 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Bridgewater Associates, LP | History | No change | 44,810 | 1,727 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 44,496 | 1,707 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 43,598 | 1,681 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 42,297 | 1,630 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 41,104 | 1,584 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 43,482 | 1,554 | 0.02% | 0.02% | 107 | -2,197 | -4.81% | Q3 2026 | Nov 05, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 42,000 | 1,501 | 0.32% | 0.37% | 108 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SG Americas Securities, LLC | History | No change | 38,438 | 1,482 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jupiter Topco LLC | History | No change | 37,395 | 1,441 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 39,802 | 1,422 | 0.0% | 0.0% | 111 | -828 | -2.04% | Q3 2026 | Nov 02, 2026 |
| Quantinno Capital Management LP | History | No change | 34,989 | 1,349 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 33,858 | 1,305 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 33,772 | 1,302 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 33,684 | 1,299 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 35,897 | 1,282 | 0.0% | 0.01% | 116 | -24,091 | -40.16% | Q3 2026 | Nov 05, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 34,900 | 1,247 | 0.02% | 0.02% | 117 | -2,100 | -5.68% | Q3 2026 | Oct 20, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 30,636 | 1,181 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 30,337 | 1,169 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 31,785 | 1,135 | 0.02% | 0.02% | 120 | -122 | -0.38% | Q3 2026 | Oct 13, 2026 |
| American Trust | History | No change | 28,570 | 1,101 | 0.08% | 0.08% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 27,089 | 1,044 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 25,887 | 998 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 25,334 | 976 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Altus Wealth Group LLC | History | Reduced | 26,609 | 951 | 0.36% | 0.38% | 126 | -355 | -1.32% | Q3 2026 | Oct 20, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 26,621 | 951 | 0.01% | 0.01% | 125 | -64 | -0.24% | Q3 2026 | Oct 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 24,613 | 949 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capstone Wealth Management, Inc. | History | No change | 23,667 | 925 | 0.69% | 0.69% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 23,153 | 893 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 24,429 | 873 | 0.0% | 0.0% | 130 | -593 | -2.37% | Q3 2026 | Oct 22, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 24,067 | 860 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 22,174 | 855 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Arizona State Retirement System | History | Added to | 23,250 | 830 | 0.0% | 0.0% | 133 | +411 | 1.8% | Q3 2026 | Nov 03, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 21,496 | 828 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 20,787 | 801 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| denkapparat Operations GmbH | History | No change | 20,596 | 794 | 0.26% | 0.26% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 22,027 | 787 | 0.08% | 0.09% | 137 | +4 | 0.02% | Q3 2026 | Oct 27, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 20,378 | 785 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 20,382 | 785 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 22,236 | 776 | 0.0% | 0.0% | 141 | +2,799 | 14.4% | Q3 2026 | Oct 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 20,149 | 776 | 0.07% | 0.07% | 140 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GABELLI FUNDS LLC | History | No change | 20,000 | 771 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 21,515 | 769 | 0.01% | 0.01% | 143 | -1,386 | -6.05% | Q3 2026 | Oct 23, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 19,865 | 765 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 19,679 | 758 | 0.19% | 0.19% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 20,909 | 747 | 0.02% | 0.02% | 146 | +1,531 | 7.9% | Q3 2026 | Oct 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 20,888 | 746 | 0.01% | 0.01% | 147 | -1,866 | -8.2% | Q3 2026 | Oct 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 19,226 | 742 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 19,045 | 734 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 18,886 | 728 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 20,088 | 717 | 0.01% | 0.02% | 151 | -7,335 | -26.75% | Q3 2026 | Nov 04, 2026 |
| Cullen Capital Management, LLC | History | No change | 18,177 | 700 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 19,311 | 690 | 0.0% | 0.0% | 153 | -730 | -3.64% | Q3 2026 | Nov 03, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 18,400 | 657 | 0.01% | 0.01% | 154 | -800 | -4.17% | Q3 2026 | Oct 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 16,567 | 638 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inspire Investing, LLC | History | Added to | 17,847 | 637 | 0.03% | 0.03% | 156 | +125 | 0.71% | Q3 2026 | Oct 22, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 17,625 | 629 | 0.01% | 0.01% | 157 | -14,510 | -45.15% | Q3 2026 | Oct 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 15,750 | 607 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | No change | 15,137 | 583 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VELA Investment Management, LLC | History | No change | 14,601 | 563 | 0.12% | 0.12% | 160 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 14,600 | 562 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 14,478 | 558 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 14,462 | 557 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 14,389 | 554 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARGA Investment Management, LP | History | No change | 15,510 | 554 | 0.01% | 0.02% | 165 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| HighTower Advisors, LLC | History | No change | 13,799 | 532 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| South Dakota Investment Council | History | No change | 13,727 | 529 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 13,263 | 511 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allied Investment Advisors, LLC | History | Reduced | 14,078 | 503 | 0.05% | 0.07% | 169 | -80 | -0.57% | Q3 2026 | Oct 13, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 14,030 | 501 | 0.02% | 0.75% | 170 | -464,848 | -97.07% | Q3 2026 | Oct 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 12,411 | 479 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 13,298 | 475 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Maryland State Retirement & Pension System | History | No change | 12,268 | 473 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Teza Capital Management LLC | History | New | 12,304 | 439 | 0.39% | — | 174 | +12,304 | New | Q3 2026 | Oct 23, 2026 |
| ProShare Advisors LLC | History | Reduced | 12,263 | 438 | 0.0% | 0.0% | 175 | -749 | -5.76% | Q3 2026 | Oct 28, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 11,310 | 436 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 11,048 | 426 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 11,043 | 425 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 9,959 | 384 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 9,842 | 379 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 10,172 | 363 | 0.0% | 0.0% | 181 | +3,279 | 47.57% | Q3 2026 | Oct 28, 2026 |
| US BANCORP \DE\ | History | No change | 9,141 | 352 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 8,939 | 344 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 9,353 | 334 | 0.0% | 0.0% | 184 | -327 | -3.38% | Q3 2026 | Oct 23, 2026 |
| Baird Financial Group, Inc. | History | No change | 8,374 | 322 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,335 | 321 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 8,901 | 318 | 0.0% | 0.0% | 187 | +491 | 5.84% | Q3 2026 | Nov 04, 2026 |
| XPONANCE LLC | History | Reduced | 8,781 | 313 | 0.0% | 0.0% | 188 | -395 | -4.3% | Q3 2026 | Nov 03, 2026 |
| Curran Financial Partners, LLC | History | No change | 8,625 | 308 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 7,968 | 307 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 7,750 | 298 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Asset Management Inc | History | Reduced | 8,125 | 290 | 0.0% | 0.0% | 192 | -278 | -3.31% | Q3 2026 | Nov 05, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 7,157 | 275 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 7,047 | 271 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 7,365 | 263 | 0.0% | 0.0% | 195 | -242 | -3.18% | Q3 2026 | Oct 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,679 | 257 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 6,642 | 256 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 6,536 | 252 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Virtu Financial LLC | History | No change | 6,227 | 240 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 6,203 | 239 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 6,027 | 232 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 6,404 | 228 | 0.01% | 0.01% | 202 | -470 | -6.84% | Q3 2026 | Oct 28, 2026 |
| Ethos Financial Group, LLC | History | No change | 5,861 | 221 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 6,090 | 217 | 0.0% | — | 204 | +6,090 | New | Q3 2026 | Oct 21, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 6,055 | 208 | 0.01% | 0.01% | 205 | +930 | 18.15% | Q3 2026 | Oct 15, 2026 |
| STEPHENS INC /AR/ | History | No change | 5,356 | 206 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 5,338 | 205 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVIDSON TRUST CO | History | No change | 5,684 | 203 | 0.08% | 0.09% | 208 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Advisory Services Network, LLC | History | No change | 5,220 | 201 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 4,706 | 181 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 4,311 | 154 | 0.0% | 0.0% | 211 | -8,196 | -65.53% | Q3 2026 | Oct 20, 2026 |
| IFP Advisors, Inc | History | Added to | 3,461 | 123 | 0.0% | 0.0% | 212 | +39 | 1.14% | Q3 2026 | Oct 16, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 3,110 | 111 | 0.01% | 0.01% | 213 | +110 | 3.67% | Q3 2026 | Oct 26, 2026 |
| KBC Group NV | History | No change | 2,726 | 97 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,529 | 97 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | Added to | 2,698 | 96 | 0.0% | 0.0% | 216 | +639 | 31.03% | Q3 2026 | Oct 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,598 | 92 | 0.01% | 0.01% | 217 | +38 | 1.48% | Q3 2026 | Oct 01, 2026 |
| STRS OHIO | History | Added to | 2,400 | 85 | 0.0% | 0.0% | 218 | +700 | 41.18% | Q3 2026 | Oct 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,355 | 84 | 0.0% | 0.0% | 219 | +405 | 20.77% | Q3 2026 | Nov 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,025 | 78 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Added to | 1,946 | 70 | 0.04% | 0.04% | 221 | +11 | 0.57% | Q3 2026 | Oct 30, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,734 | 66 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,673 | 64 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,765 | 63 | 0.0% | 0.0% | 224 | -86 | -4.65% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | No change | 1,604 | 61 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,555 | 59 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 1,388 | 49 | 0.0% | 0.0% | 227 | +1,036 | 294.32% | Q3 2026 | Nov 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,275 | 45 | 0.0% | 0.0% | 228 | +21 | 1.67% | Q3 2026 | Oct 27, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 980 | 37 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 738 | 26 | 0.0% | 0.0% | 232 | +142 | 23.83% | Q3 2026 | Oct 08, 2026 |
| Morse Asset Management, Inc | History | No change | 700 | 26 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 698 | 26 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | New | 695 | 24 | 0.0% | — | 234 | +695 | New | Q3 2026 | Oct 21, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 675 | 24 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 593 | 22 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitlin John, LLC | History | No change | 593 | 22 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Nykredit A/S | History | No change | 526 | 20 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Bayforest Capital Ltd | History | Reduced | 543 | 19 | 0.03% | 0.06% | 238 | -1,014 | -65.13% | Q3 2026 | Nov 03, 2026 |
| UMB Bank, n.a. | History | No change | 492 | 18 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 446 | 17 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 450 | 16 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 387 | 14 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 300 | 10 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 255 | 9 | 0.0% | — | 245 | +255 | New | Q3 2026 | Nov 04, 2026 |
| Bare Financial Services, Inc | History | Added to | 260 | 9 | 0.0% | 0.0% | 244 | +36 | 16.07% | Q3 2026 | Nov 04, 2026 |
| Parallel Advisors, LLC | History | Reduced | 197 | 7 | 0.0% | 0.0% | 247 | -16 | -7.51% | Q3 2026 | Nov 03, 2026 |
| DANSKE BANK A/S | History | No change | 200 | 7 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 198 | 7 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 172 | 6 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 174 | 6 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 163 | 6 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Basepoint Wealth LLC | History | No change | 168 | 6 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST HORIZON CORP | History | Reduced | 141 | 5 | 0.0% | 0.0% | 253 | -939 | -86.94% | Q3 2026 | Oct 26, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 149 | 5 | 0.0% | — | 256 | +147 | 7350.0% | Q3 2026 | Oct 29, 2026 |
| Fortitude Family Office, LLC | History | Added to | 147 | 5 | 0.0% | 0.0% | 255 | +11 | 8.09% | Q3 2026 | Oct 14, 2026 |
| CVA Family Office, LLC | History | No change | 153 | 5 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UMB Private Wealth Management, LLC | History | New | 125 | 4 | 0.0% | — | 259 | +125 | New | Q3 2026 | Oct 19, 2026 |
| WPG Advisers, LLC | History | No change | 137 | 4 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 127 | 4 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 100 | 3 | 0.0% | 0.0% | 260 | +70 | 233.33% | Q3 2026 | Oct 27, 2026 |
| Financial Perspectives, Inc | History | No change | 100 | 3 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 75 | 2 | 0.0% | 0.0% | 265 | +39 | 108.33% | Q3 2026 | Oct 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 79 | 2 | 0.0% | 0.0% | 262 | +29 | 58.0% | Q3 2026 | Oct 22, 2026 |
| Johnson Financial Group, Inc. | History | No change | 74 | 2 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Torren Management, LLC | History | No change | 71 | 2 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 33 | 1 | 0.0% | — | 276 | +33 | New | Q3 2026 | Oct 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 41 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| ASSETMARK, INC | History | No change | 41 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Neo Ivy Capital Management | History | No change | 46 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Rialto Wealth Management, LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 42 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Telos Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,563 | -100.0% | Q3 2026 | Nov 02, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,669 | -100.0% | Q3 2026 | Oct 27, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -5,500 | -100.0% | Q3 2026 | Oct 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,229 | -100.0% | Q3 2026 | Oct 20, 2026 |
| PITTENGER & ANDERSON INC | History | Closed out | 0 | 0 | — | 0.0% | — | -294 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Ascentis Wealth Management, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q3 2026 | Nov 03, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Davis Capital Management | History | Added to | 10 | 0 | — | — | — | +5 | 100.0% | Q3 2026 | Oct 08, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 20 | 0 | — | — | — | +4 | 25.0% | Q3 2026 | Nov 03, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 15 | 0 | — | — | — | -1 | -6.25% | Q3 2026 | Oct 21, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q3 2026 | Oct 27, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q3 2026 | Oct 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quarry LP | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |