NATIONAL BEVERAGE CORP - FIZZ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 4,265,616 | 133,087 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 2,838,997 | 88,576 | 0.12% | 0.12% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 2,036,990 | 63,554 | 0.2% | 0.2% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,572,492 | 49,061 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,629,524 | 47,584 | 0.01% | 0.01% | 5 | -10,706 | -0.65% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,052,173 | 32,827 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 972,477 | 30,341 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 857,264 | 25,035 | 0.0% | 0.0% | 8 | -49,841 | -5.49% | Q3 2026 | Nov 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 663,792 | 20,710 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 519,178 | 16,198 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 498,523 | 15,553 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 301,329 | 9,401 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 269,811 | 8,830 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 273,849 | 8,544 | 0.1% | 0.1% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 269,332 | 8,403 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 266,024 | 8,299 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 254,684 | 7,946 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 245,182 | 7,649 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 235,805 | 7,357 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DENALI ADVISORS LLC | History | No change | 223,100 | 6,960 | 0.7% | 0.7% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 200,094 | 6,242 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 203,672 | 5,947 | 0.0% | 0.0% | 22 | -60,003 | -22.76% | Q3 2026 | Nov 02, 2026 |
| Invesco Ltd. | History | No change | 189,821 | 5,922 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 197,835 | 5,776 | 0.0% | 0.0% | 24 | +19,274 | 10.79% | Q3 2026 | Nov 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 167,339 | 5,220 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 165,159 | 5,152 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 164,387 | 5,128 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 137,890 | 4,302 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 132,666 | 4,139 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 125,182 | 3,905 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 123,345 | 3,848 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 117,045 | 3,651 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 115,280 | 3,596 | 0.23% | 0.23% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 106,100 | 3,310 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 113,295 | 3,308 | 0.0% | 0.0% | 35 | -1,091 | -0.95% | Q3 2026 | Nov 02, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 80,638 | 2,515 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 80,330 | 2,506 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 78,036 | 2,434 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 77,991 | 2,277 | 0.01% | 0.01% | 40 | +16,459 | 26.75% | Q3 2026 | Oct 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 73,000 | 2,277 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Nuveen, LLC | History | No change | 72,559 | 2,263 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | No change | 71,085 | 2,217 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 66,973 | 2,089 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 65,000 | 2,028 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 61,670 | 1,924 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 57,661 | 1,799 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 57,649 | 1,798 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 57,168 | 1,783 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Values First Advisors, Inc. | History | Added to | 60,240 | 1,759 | 0.83% | 0.8% | 49 | +4,283 | 7.65% | Q3 2026 | Oct 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 52,740 | 1,712 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | New | 57,763 | 1,686 | 0.06% | — | 51 | +57,763 | New | Q3 2026 | Nov 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 51,815 | 1,616 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 51,627 | 1,610 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 51,470 | 1,605 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 46,900 | 1,463 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 46,143 | 1,439 | 0.08% | 0.08% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 46,097 | 1,438 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 44,814 | 1,398 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 44,026 | 1,373 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GABELLI FUNDS LLC | History | No change | 44,000 | 1,372 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | No change | 46,900 | 1,369 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| MARSHALL WACE, LLP | History | No change | 43,332 | 1,351 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 43,040 | 1,342 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 41,891 | 1,306 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | No change | 37,724 | 1,176 | 0.1% | 0.1% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 36,766 | 1,147 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 35,949 | 1,122 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 35,761 | 1,116 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 32,889 | 1,026 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 32,273 | 1,006 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 32,644 | 953 | 0.0% | 0.0% | 71 | +11,947 | 57.72% | Q3 2026 | Nov 06, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 31,893 | 931 | 0.01% | 0.01% | 72 | -5,300 | -14.25% | Q3 2026 | Oct 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 24,066 | 809 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 25,387 | 792 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 24,686 | 770 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 24,599 | 767 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 25,879 | 755 | 0.0% | 0.0% | 77 | -3,147 | -10.84% | Q3 2026 | Nov 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 24,117 | 752 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 23,513 | 733 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 24,385 | 712 | 0.0% | 0.0% | 80 | -1,633 | -6.28% | Q3 2026 | Oct 14, 2026 |
| ALLSTATE CORP | History | No change | 22,570 | 704 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 22,181 | 692 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Man Group plc | History | No change | 21,620 | 674 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 22,500 | 657 | 0.01% | 0.01% | 84 | -13 | -0.06% | Q3 2026 | Nov 05, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 20,993 | 655 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 20,855 | 650 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 21,922 | 618 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 19,413 | 605 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 19,155 | 597 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 16,364 | 510 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 17,028 | 497 | 0.0% | 0.0% | 91 | -65 | -0.38% | Q3 2026 | Oct 22, 2026 |
| WINTON GROUP Ltd | History | No change | 15,711 | 490 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 16,569 | 483 | 0.0% | 0.0% | 93 | +15,679 | 1761.69% | Q3 2026 | Oct 20, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 16,275 | 475 | 0.0% | 0.0% | 94 | +4,945 | 43.65% | Q3 2026 | Nov 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 14,721 | 459 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 15,217 | 444 | 0.02% | 0.01% | 96 | +3,374 | 28.49% | Q3 2026 | Oct 08, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,161 | 441 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 14,885 | 435 | 0.0% | 0.0% | 98 | -486 | -3.16% | Q3 2026 | Nov 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 13,308 | 415 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Jupiter Topco LLC | History | No change | 12,850 | 401 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Preferred, LLC | History | No change | 11,309 | 376 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bleakley Financial Group, LLC | History | No change | 11,944 | 372 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EntryPoint Capital, LLC | History | No change | 11,894 | 371 | 0.09% | 0.09% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 12,459 | 363 | 0.0% | 0.0% | 104 | -1,966 | -13.63% | Q3 2026 | Nov 06, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 12,315 | 359 | 0.0% | 0.0% | 105 | +750 | 6.49% | Q3 2026 | Nov 05, 2026 |
| Handelsbanken Fonder AB | History | No change | 11,283 | 352 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Callan Family Office, LLC | History | No change | 11,290 | 352 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 11,222 | 350 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 11,175 | 348 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 10,961 | 341 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 10,736 | 334 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 10,426 | 325 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 10,239 | 319 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 10,246 | 319 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 10,253 | 319 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 10,221 | 318 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | No change | 9,856 | 307 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 10,504 | 306 | 0.0% | 0.01% | 118 | -39,864 | -79.15% | Q3 2026 | Nov 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 9,782 | 305 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 9,800 | 305 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDT Partners, LLC | History | No change | 9,700 | 302 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 10,000 | 292 | 0.0% | 0.0% | 122 | -300 | -2.91% | Q3 2026 | Oct 20, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 8,986 | 280 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 8,309 | 259 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 8,724 | 254 | 0.02% | 0.02% | 125 | -152 | -1.71% | Q3 2026 | Oct 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,908 | 246 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Empowered Funds, LLC | History | No change | 7,823 | 244 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,234 | 239 | 0.0% | 0.0% | 128 | -3,661 | -30.78% | Q3 2026 | Oct 15, 2026 |
| CITADEL ADVISORS LLC | History | No change | 7,200 | 224 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| J. Goldman & Co LP | History | No change | 7,105 | 221 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 6,950 | 216 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,796 | 212 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Headlands Technologies LLC | History | No change | 6,625 | 206 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,628 | 206 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,552 | 204 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 6,470 | 201 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 6,298 | 196 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 6,092 | 190 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 5,871 | 183 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pacer Advisors, Inc. | History | No change | 5,708 | 178 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 6,012 | 175 | 0.0% | 0.0% | 141 | -2,353 | -28.13% | Q3 2026 | Nov 05, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 5,335 | 166 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,431 | 158 | 0.0% | 0.0% | 143 | +1,685 | 44.98% | Q3 2026 | Oct 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,401 | 157 | 0.0% | 0.0% | 144 | -1,815 | -25.15% | Q3 2026 | Nov 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 5,000 | 156 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 5,290 | 154 | 0.0% | 0.0% | 146 | -100 | -1.86% | Q3 2026 | Oct 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,698 | 115 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Reduced | 3,368 | 98 | 0.0% | 0.0% | 148 | -13,494 | -80.03% | Q3 2026 | Nov 04, 2026 |
| Covestor Ltd | History | Reduced | 2,176 | 64 | 0.04% | 0.04% | 149 | -4 | -0.18% | Q3 2026 | Oct 30, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,005 | 62 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,647 | 51 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,369 | 42 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 1,346 | 41 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | Added to | 1,238 | 38 | 0.0% | 0.0% | 154 | +152 | 14.0% | Q3 2026 | Nov 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,175 | 36 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 1,132 | 33 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 934 | 29 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | Reduced | 952 | 27 | 0.0% | 0.0% | 158 | -415 | -30.36% | Q3 2026 | Oct 01, 2026 |
| NFSG Corp | History | No change | 930 | 27 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 754 | 22 | 0.0% | 0.0% | 160 | +611 | 427.27% | Q3 2026 | Oct 22, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 619 | 19 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCollab, LLC | History | No change | 592 | 18 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 524 | 15 | 0.0% | 0.0% | 163 | -29 | -5.24% | Q3 2026 | Oct 22, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 455 | 14 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 469 | 14 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 451 | 13 | 0.0% | 0.0% | 166 | +172 | 61.65% | Q3 2026 | Oct 08, 2026 |
| Boreal Capital Management LLC | History | No change | 400 | 12 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 314 | 10 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Graticule Asia Macro Advisors LLC | History | No change | 322 | 10 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allied Private Wealth LLC | History | No change | 320 | 10 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Parallel Advisors, LLC | History | Reduced | 317 | 9 | 0.0% | 0.0% | 171 | -1,224 | -79.43% | Q3 2026 | Nov 03, 2026 |
| Root Financial Partners, LLC | History | New | 316 | 9 | 0.0% | — | 173 | +316 | New | Q3 2026 | Oct 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 316 | 9 | 0.0% | 0.0% | 172 | -74 | -18.97% | Q3 2026 | Oct 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 276 | 8 | 0.0% | 0.0% | 174 | -476 | -63.3% | Q3 2026 | Oct 16, 2026 |
| CoreCap Advisors, LLC | History | No change | 308 | 8 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 300 | 8 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 210 | 6 | 0.0% | 0.0% | 177 | -233 | -52.6% | Q3 2026 | Nov 05, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 208 | 6 | 0.0% | — | 180 | +208 | New | Q3 2026 | Oct 27, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 216 | 6 | 0.0% | 0.0% | 178 | +66 | 44.0% | Q3 2026 | Oct 21, 2026 |
| Quarry LP | History | No change | 214 | 6 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 200 | 5 | 0.0% | 0.0% | 182 | -247 | -55.26% | Q3 2026 | Nov 04, 2026 |
| Fortitude Family Office, LLC | History | Added to | 199 | 5 | 0.0% | 0.0% | 184 | +13 | 6.99% | Q3 2026 | Oct 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 160 | 5 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Costello Asset Management, INC | History | No change | 200 | 5 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 148 | 4 | 0.0% | 0.0% | 185 | -198 | -57.23% | Q3 2026 | Oct 26, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 153 | 4 | 0.0% | — | 186 | +153 | New | Q3 2026 | Nov 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 99 | 3 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 116 | 3 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 126 | 3 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 84 | 2 | 0.0% | 0.0% | 194 | -315 | -78.95% | Q3 2026 | Nov 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 74 | 2 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smithfield Trust Co | History | No change | 80 | 2 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 92 | 2 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 90 | 2 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 96 | 2 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 76 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 69 | 2 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 95 | 2 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concord Wealth Partners | History | No change | 69 | 2 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Rialto Wealth Management, LLC | History | No change | 82 | 2 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kilter Group LLC | History | No change | 85 | 2 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 89 | 2 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 38 | 1 | 0.0% | 0.0% | 204 | -66 | -63.46% | Q3 2026 | Oct 29, 2026 |
| Ascentis Wealth Management, LLC | History | New | 48 | 1 | 0.0% | — | 211 | +48 | New | Q3 2026 | Nov 03, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 38 | 1 | 0.0% | — | 206 | +19 | 100.0% | Q3 2026 | Oct 27, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 46 | 1 | 0.0% | 0.0% | 205 | +4 | 9.52% | Q3 2026 | Nov 02, 2026 |
| TD Capital Management LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 39 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Financial Management LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 34 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.02% | — | -23,000 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -21,330 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,882 | -100.0% | Q3 2026 | Oct 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,438 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -13,077 | -100.0% | Q3 2026 | Oct 19, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,391 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Pekin Hardy Strauss, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -9,850 | -100.0% | Q3 2026 | Nov 02, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,648 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -7,240 | -100.0% | Q3 2026 | Oct 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,035 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Arizona State Retirement System | History | Closed out | 0 | 0 | — | 0.0% | — | -6,459 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 28 | 0 | — | 0.0% | — | -973 | -97.2% | Q3 2026 | Oct 27, 2026 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -602 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -375 | -100.0% | Q3 2026 | Oct 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 11 | 0 | — | 0.0% | — | -365 | -97.07% | Q3 2026 | Oct 05, 2026 |
| UMB Bank, n.a. | History | Reduced | 8 | 0 | — | 0.0% | — | -175 | -95.63% | Q3 2026 | Nov 06, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 18 | 0 | — | 0.0% | — | -170 | -90.43% | Q3 2026 | Oct 19, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -169 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 9 | 0 | — | — | — | -21 | -70.0% | Q3 2026 | Nov 06, 2026 |
| Fairway Wealth LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Oct 30, 2026 |
| UMB Private Wealth Management, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Oct 19, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Breakwater Investment Management | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Essential Partners LLC | History | Reduced | 22 | 0 | — | 0.0% | — | -14 | -38.89% | Q3 2026 | Oct 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q3 2026 | Oct 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2026 | Nov 04, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2026 | Oct 13, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 27 | 0 | — | — | — | +9 | 50.0% | Q3 2026 | Oct 22, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 23, 2026 |
| Silver Grove Financial Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 20 | 0 | — | — | — | -5 | -20.0% | Q3 2026 | Nov 05, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 6 | 0 | — | — | — | -5 | -45.45% | Q3 2026 | Oct 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Evolution Advisers, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Nov 03, 2026 |
| James T. Borello RIA | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 16, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q3 2026 | Oct 27, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 23, 2026 |
| Buck Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 28, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Davis Capital Management | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q3 2026 | Oct 08, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 13 | 0 | — | — | — | +1 | 8.33% | Q3 2026 | Nov 03, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q3 2026 | Oct 30, 2026 |
| Signature Resources Capital Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 16, 2026 |
| RHL GROUP, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bogart Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Abound Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| JPL Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |