Five9, Inc. - FIVN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 7,083,605 | 151,022 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 7,074,625 | 150,831 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Voss Capital, LP | History | No change | 4,865,000 | 103,721 | 4.82% | 4.82% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,140,003 | 88,317 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 3,570,082 | 76,114 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,312,397 | 70,620 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Van Berkom & Associates Inc. | History | No change | 3,110,100 | 66,307 | 2.14% | 2.14% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Anson Funds Management LP | History | No change | 2,499,481 | 53,288 | 3.16% | 3.16% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 2,265,900 | 48,308 | 0.28% | 0.28% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 2,222,894 | 47,391 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,163,451 | 46,133 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 2,069,554 | 44,122 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,974,693 | 42,100 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,865,447 | 39,771 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 1,536,000 | 32,747 | 0.4% | 0.4% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,377,873 | 29,376 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,315,200 | 28,040 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,227,051 | 25,694 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 1,137,531 | 24,252 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,089,516 | 23,228 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,071,886 | 22,852 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,024,736 | 21,847 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invenomic Capital Management LP | History | No change | 892,658 | 19,031 | 1.14% | 1.14% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 867,751 | 18,500 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 731,409 | 15,593 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GAGNON SECURITIES LLC | History | No change | 722,698 | 15,407 | 2.97% | 2.97% | 26 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | No change | 709,281 | 15,122 | 0.36% | 0.36% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 677,141 | 14,436 | 0.17% | 0.17% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 643,293 | 13,715 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 625,100 | 13,327 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 559,424 | 11,926 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 553,981 | 11,810 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 532,758 | 11,358 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 517,313 | 11,029 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| S SQUARED TECHNOLOGY, LLC | History | No change | 515,195 | 10,983 | 3.41% | 3.41% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 505,500 | 10,777 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 489,292 | 10,431 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 489,185 | 10,429 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 486,517 | 10,372 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 485,862 | 10,358 | 0.08% | 0.08% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 476,148 | 10,143 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 474,428 | 10,114 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 459,891 | 9,866 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 445,487 | 9,497 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 444,565 | 9,478 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 408,536 | 8,709 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 374,506 | 7,984 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 361,685 | 7,711 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | No change | 354,500 | 7,554 | 1.02% | 1.02% | 49 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Caption Management, LLC | History | No change | 351,595 | 7,496 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gagnon Advisors, LLC | History | No change | 336,277 | 7,169 | 4.56% | 4.56% | 51 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allianz Asset Management GmbH | History | No change | 313,767 | 6,689 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TOWLE & CO | History | No change | 304,623 | 6,494 | 2.2% | 2.2% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pacer Advisors, Inc. | History | No change | 295,804 | 6,307 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 293,312 | 6,253 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 291,012 | 6,204 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 288,324 | 6,147 | 0.16% | 0.16% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 252,372 | 5,380 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 243,661 | 5,191 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OP Asset Management Ltd | History | No change | 234,083 | 4,990 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| P.A.W. CAPITAL CORP | History | No change | 230,600 | 4,916 | 3.83% | 3.83% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 228,440 | 4,870 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empowered Funds, LLC | History | No change | 224,825 | 4,793 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 216,589 | 4,617 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 202,367 | 4,312 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 201,081 | 4,287 | 0.08% | 0.08% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 197,000 | 4,200 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 196,188 | 4,182 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bastion Asset Management Inc. | History | No change | 207,483 | 4,180 | 1.42% | 1.42% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lisanti Capital Growth, LLC | History | No change | 193,680 | 4,129 | 0.91% | 0.91% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 192,920 | 4,113 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 268,032 | 4,066 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 190,612 | 4,063 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 184,448 | 3,932 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 179,351 | 3,823 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 178,433 | 3,804 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 175,937 | 3,750 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 172,193 | 3,671 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 170,615 | 3,637 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 163,904 | 3,412 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trexquant Investment LP | History | No change | 160,040 | 3,412 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ODDO BHF ASSET MANAGEMENT SAS | History | No change | 160,000 | 3,411 | 0.16% | 0.16% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optimus Prime Fund Management Co., Ltd. | History | No change | 154,500 | 3,293 | 0.24% | 0.24% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 145,281 | 3,097 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREDIT AGRICOLE S A | History | No change | 142,000 | 3,027 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 139,951 | 2,983 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 139,398 | 2,971 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Swiss National Bank | History | No change | 138,400 | 2,950 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nierenberg Investment Management Company, LLC | History | No change | 135,810 | 2,895 | 1.44% | 1.44% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 134,947 | 2,877 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 132,717 | 2,829 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 126,866 | 2,704 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 124,436 | 2,652 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 118,958 | 2,536 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | No change | 117,256 | 2,499 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atom Investors LP | History | No change | 115,838 | 2,469 | 0.22% | 0.22% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 112,056 | 2,389 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 111,234 | 2,371 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 108,418 | 2,312 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 102,748 | 2,190 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ABS Investment Management LLC | History | No change | 100,000 | 2,132 | 1.34% | 1.34% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 99,965 | 2,131 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirador Capital Partners LP | History | Added to | 60,290 | 2,050 | 0.24% | 0.16% | 103 | +46 | 0.08% | Q3 2026 | Oct 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 91,068 | 1,941 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prospect Capital Advisors, LLC | History | No change | 89,340 | 1,904 | 0.86% | 0.86% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 89,024 | 1,897 | 0.12% | 0.12% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 88,221 | 1,880 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 88,161 | 1,879 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | History | No change | 88,044 | 1,877 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 84,222 | 1,795 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Villanova Investment Management Co LLC | History | No change | 81,125 | 1,729 | 1.64% | 1.64% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | No change | 80,763 | 1,721 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rock Creek Group LLC | History | No change | 75,000 | 1,599 | 0.16% | 0.16% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 74,139 | 1,581 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | History | No change | 74,000 | 1,577 | 0.63% | 0.63% | 115 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 71,693 | 1,528 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 71,300 | 1,520 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 70,391 | 1,500 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | No change | 69,120 | 1,473 | 0.12% | 0.12% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | No change | 64,632 | 1,377 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aurora Investment Counsel | History | No change | 64,127 | 1,367 | 0.7% | 0.7% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 60,237 | 1,284 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 59,259 | 1,263 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 59,099 | 1,259 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 58,477 | 1,246 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | No change | 58,199 | 1,240 | 0.13% | 0.13% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 57,849 | 1,233 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 54,188 | 1,155 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CastleKnight Management LP | History | No change | 50,500 | 1,076 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestcor Inc | History | No change | 50,000 | 1,066 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 48,590 | 1,035 | 0.06% | 0.06% | 131 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 48,518 | 1,034 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 48,193 | 1,027 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 47,203 | 1,006 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 47,226 | 1,006 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 29,040 | 987 | 0.1% | — | 136 | +29,040 | New | Q3 2026 | Oct 08, 2026 |
| Walleye Capital LLC | History | No change | 46,000 | 980 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vinva Investment Management Ltd | History | No change | 31,039 | 960 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | No change | 44,647 | 951 | 0.36% | 0.36% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 44,593 | 950 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 40,945 | 872 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jefferies Financial Group Inc. | History | No change | 40,408 | 861 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 38,354 | 817 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Amundi | History | No change | 37,801 | 805 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Radcliffe Capital Management, L.P. | History | No change | 37,500 | 799 | 0.06% | 0.06% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 37,321 | 795 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 37,255 | 794 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brevan Howard Capital Management LP | History | No change | 36,895 | 786 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 36,443 | 776 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 36,082 | 769 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 35,152 | 749 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 33,800 | 720 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 30,976 | 719 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 28,050 | 713 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Freestone Grove Partners LP | History | No change | 32,840 | 700 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 32,345 | 689 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 32,147 | 685 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ares Systematic Credit Ltd | History | No change | 32,101 | 684 | 0.42% | 0.42% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 31,440 | 670 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 29,784 | 634 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 29,643 | 631 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 29,582 | 630 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 29,000 | 618 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 28,800 | 614 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jackson Creek Investment Advisors LLC | History | No change | 22,182 | 610 | 0.2% | 0.2% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 28,322 | 603 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 27,282 | 581 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Watershed Asset Management, L.L.C. | History | No change | 27,171 | 579 | 0.52% | 0.52% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 26,009 | 554 | 0.13% | 0.13% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 25,358 | 540 | 0.07% | 0.07% | 170 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Engineers Gate Manager LP | History | No change | 22,710 | 484 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 22,358 | 476 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | No change | 22,138 | 471 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 22,031 | 469 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 21,742 | 463 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | No change | 21,479 | 457 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Trail Advisors, LLC | History | No change | 21,253 | 453 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 21,059 | 448 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 20,768 | 442 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 19,887 | 423 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 19,398 | 413 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arizona State Retirement System | History | No change | 19,014 | 405 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Phoenix Financial Ltd. | History | No change | 19,012 | 404 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | No change | 18,783 | 400 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 18,581 | 396 | 0.07% | 0.07% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Graham Capital Management, L.P. | History | No change | 17,477 | 372 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 17,034 | 363 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | No change | 16,793 | 358 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 15,862 | 338 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tactive Advisors, LLC | History | Reduced | 9,770 | 332 | 0.08% | 0.06% | 190 | -1,095 | -10.08% | Q3 2026 | Oct 08, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 15,000 | 320 | 0.25% | 0.25% | 191 | 0 | 0.0% | Q2 2026 | Sep 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 14,800 | 315 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 14,741 | 314 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Leonteq Securities AG | History | No change | 13,420 | 286 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 12,562 | 268 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BRIGHTON JONES LLC | History | No change | 12,331 | 262 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | No change | 12,270 | 261 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Man Group plc | History | No change | 11,853 | 252 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 11,623 | 247 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pictet Asset Management Holding SA | History | No change | 11,353 | 242 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 11,293 | 240 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 10,010 | 213 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fulcrum Asset Management LLP | History | No change | 9,694 | 206 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 9,314 | 198 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bayforest Capital Ltd | History | No change | 8,484 | 180 | 0.17% | 0.17% | 205 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,180 | 174 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FNY Investment Advisers, LLC | History | No change | 8,010 | 170 | 0.06% | 0.06% | 207 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7,542 | 160 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 7,503 | 159 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 7,162 | 153 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,950 | 148 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 6,785 | 144 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,019 | 136 | 0.0% | 0.0% | 213 | +501 | 14.24% | Q3 2026 | Oct 08, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 5,298 | 112 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 4,971 | 105 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | No change | 4,811 | 102 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TORONTO DOMINION BANK | History | No change | 4,000 | 85 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,470 | 84 | 0.01% | 0.0% | 218 | +123 | 5.24% | Q3 2026 | Oct 01, 2026 |
| State of Alaska, Department of Revenue | History | No change | 3,554 | 75 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FEDERATED HERMES, INC. | History | No change | 3,087 | 65 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,894 | 61 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,771 | 59 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,530 | 53 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Covestor Ltd | History | No change | 2,400 | 51 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | Added to | 1,477 | 50 | 0.0% | 0.0% | 225 | +442 | 42.71% | Q3 2026 | Oct 08, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 2,307 | 49 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | No change | 2,261 | 48 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,166 | 46 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,110 | 44 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,035 | 43 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,031 | 43 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Nykredit A/S | History | No change | 1,846 | 39 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | No change | 1,741 | 37 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,334 | 28 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 1,339 | 28 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,298 | 27 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 1,219 | 25 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Essential Partners LLC | History | No change | 997 | 21 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 869 | 18 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Banque Transatlantique SA | History | No change | 900 | 17 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 573 | 12 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 605 | 12 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 542 | 11 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WealthCollab, LLC | History | No change | 537 | 11 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LRI Investments, LLC | History | No change | 529 | 11 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 491 | 10 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 452 | 9 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 391 | 8 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JNBA Financial Advisors | History | No change | 400 | 8 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| True Wealth Design, LLC | History | No change | 391 | 8 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 308 | 6 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 293 | 6 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 301 | 6 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 321 | 6 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 323 | 6 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 288 | 6 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 284 | 6 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 256 | 5 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 201 | 4 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Marquette Asset Management, LLC | History | No change | 136 | 4 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Quarry LP | History | No change | 194 | 4 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 179 | 3 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 153 | 3 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 107 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Clearstead Advisors, LLC | History | No change | 94 | 2 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 138 | 2 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 98 | 2 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 100 | 2 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 120 | 2 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 120 | 2 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Abound Wealth Management | History | No change | 113 | 2 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Main Street Group, LTD | History | No change | 97 | 2 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 84 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Larson Financial Group LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 57 | 1 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 9 | 0 | — | 0.0% | — | -90 | -90.91% | Q3 2026 | Oct 05, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 09, 2026 |
| Davis Capital Management | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Altshuler Shaham Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parkside Financial Bank & Trust | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Elequin Capital, LP | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Blue Trust, Inc. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Activest Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CoreCap Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Fortitude Family Office, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SWAN Capital LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PlanVest Financial, Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |