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 | Added to | 4,265,616 | 133,087 | 0.0% | 0.0% | 1 | +183,899 | 4.51% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 2,838,997 | 88,576 | 0.12% | 0.16% | 2 | -106,900 | -3.63% | Q2 2026 | Aug 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 2,036,990 | 63,554 | 0.2% | 0.23% | 3 | -301,019 | -12.88% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,640,230 | 51,180 | 0.01% | 0.01% | 4 | +57,365 | 3.62% | Q2 2026 | Aug 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 1,572,492 | 49,061 | 0.0% | 0.0% | 5 | -31,554 | -1.97% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,052,173 | 32,827 | 0.0% | 0.0% | 6 | +7,287 | 0.7% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 972,477 | 30,341 | 0.0% | 0.0% | 7 | +69,850 | 7.74% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 907,105 | 28,304 | 0.0% | 0.0% | 8 | +58,607 | 6.91% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 663,792 | 20,710 | 0.01% | 0.02% | 9 | +67,233 | 11.27% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 519,178 | 16,198 | 0.0% | 0.0% | 10 | +8,967 | 1.76% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 498,523 | 15,553 | 0.0% | 0.0% | 11 | -39,132 | -7.28% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 301,329 | 9,401 | 0.0% | 0.0% | 12 | +14,311 | 4.99% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 269,811 | 8,830 | 0.0% | 0.0% | 13 | +15,224 | 5.98% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 273,849 | 8,544 | 0.1% | 0.09% | 14 | +96,550 | 54.46% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 269,332 | 8,403 | 0.01% | 0.01% | 15 | +9,019 | 3.46% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | New | 266,024 | 8,299 | 0.0% | — | 16 | +266,024 | New | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 263,675 | 8,226 | 0.0% | 0.0% | 17 | +102,669 | 63.77% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 254,684 | 7,946 | 0.0% | 0.0% | 18 | +10,041 | 4.1% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 245,182 | 7,649 | 0.0% | 0.0% | 19 | +173,268 | 240.94% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 235,805 | 7,357 | 0.0% | 0.0% | 20 | +17,159 | 7.85% | Q2 2026 | Aug 14, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 223,100 | 6,960 | 0.7% | 0.88% | 21 | -13,419 | -5.67% | Q2 2026 | Aug 10, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 200,094 | 6,242 | 0.02% | 0.03% | 22 | +2,861 | 1.45% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 189,821 | 5,922 | 0.0% | 0.0% | 23 | -1,408 | -0.74% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 178,561 | 5,571 | 0.0% | 0.0% | 24 | +7,583 | 4.44% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 167,339 | 5,220 | 0.0% | 0.0% | 25 | +3,415 | 2.08% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 165,159 | 5,152 | 0.0% | 0.0% | 26 | +4,592 | 2.86% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 164,387 | 5,128 | 0.0% | 0.0% | 27 | -2,429 | -1.46% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 137,890 | 4,302 | 0.0% | 0.0% | 28 | +57,563 | 71.66% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 132,666 | 4,139 | 0.0% | 0.0% | 29 | +65,281 | 96.88% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 125,182 | 3,905 | 0.0% | 0.0% | 30 | -3,745 | -2.9% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 123,345 | 3,848 | 0.0% | 0.0% | 31 | -9,795 | -7.36% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 117,045 | 3,651 | 0.0% | 0.0% | 32 | -24,332 | -17.21% | Q2 2026 | Sep 23, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 115,280 | 3,596 | 0.23% | 0.13% | 33 | +55,556 | 93.02% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 114,386 | 3,568 | 0.0% | 0.0% | 34 | -129 | -0.11% | Q2 2026 | Aug 04, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 106,100 | 3,310 | 0.03% | 0.04% | 35 | -1,000 | -0.93% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 80,638 | 2,515 | 0.0% | 0.0% | 36 | +56,177 | 229.66% | Q2 2026 | Aug 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 80,330 | 2,506 | 0.01% | 0.01% | 37 | -3,423 | -4.09% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Reduced | 78,036 | 2,434 | 0.0% | 0.0% | 38 | -11,659 | -13.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 73,000 | 2,277 | 0.0% | 0.0% | 39 | +3,100 | 4.43% | Q2 2026 | Jul 29, 2026 |
| Nuveen, LLC | History | Added to | 72,559 | 2,263 | 0.0% | 0.0% | 40 | +17,105 | 30.85% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 71,085 | 2,217 | 0.0% | 0.0% | 41 | -7,351 | -9.37% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 66,973 | 2,089 | 0.0% | 0.0% | 42 | +39,515 | 143.91% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | New | 65,000 | 2,028 | 0.02% | — | 43 | +65,000 | New | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | Added to | 61,670 | 1,924 | 0.0% | 0.0% | 44 | +14,495 | 30.73% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 61,532 | 1,919 | 0.01% | 0.01% | 45 | +891 | 1.47% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 57,661 | 1,799 | 0.0% | 0.0% | 46 | -6,575 | -10.24% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | Added to | 57,649 | 1,798 | 0.0% | 0.0% | 47 | +24,363 | 73.19% | Q2 2026 | Aug 27, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 57,168 | 1,783 | 0.03% | 0.01% | 48 | +32,806 | 134.66% | Q2 2026 | Aug 14, 2026 |
| Values First Advisors, Inc. | History | Added to | 55,957 | 1,745 | 0.8% | 0.66% | 49 | +18,284 | 48.53% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 52,740 | 1,712 | 0.0% | 0.0% | 50 | -2,600 | -4.7% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 51,815 | 1,616 | 0.0% | 0.0% | 51 | +5,401 | 11.64% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 51,627 | 1,610 | 0.0% | 0.0% | 52 | -4,521 | -8.05% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Added to | 51,470 | 1,605 | 0.0% | 0.0% | 53 | +2,543 | 5.2% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | New | 50,368 | 1,571 | 0.01% | — | 54 | +50,368 | New | Q2 2026 | Aug 17, 2026 |
| Swiss National Bank | History | Reduced | 46,900 | 1,463 | 0.0% | 0.0% | 56 | -8,500 | -15.34% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | No change | 46,900 | 1,463 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 46,143 | 1,439 | 0.08% | 0.06% | 57 | +13,875 | 43.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 46,097 | 1,438 | 0.0% | 0.0% | 58 | +1,584 | 3.56% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 44,814 | 1,398 | 0.0% | 0.0% | 59 | -65,354 | -59.32% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 44,026 | 1,373 | 0.03% | 0.03% | 60 | +5,100 | 13.1% | Q2 2026 | Aug 13, 2026 |
| GABELLI FUNDS LLC | History | Added to | 44,000 | 1,372 | 0.01% | 0.01% | 61 | +2,500 | 6.02% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | New | 43,332 | 1,351 | 0.0% | — | 62 | +43,332 | New | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | New | 43,040 | 1,342 | 0.02% | — | 63 | +43,040 | New | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | New | 41,891 | 1,306 | 0.0% | — | 64 | +41,891 | New | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | New | 37,724 | 1,176 | 0.1% | — | 65 | +37,724 | New | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 37,193 | 1,160 | 0.01% | 0.01% | 66 | +8,100 | 27.84% | Q2 2026 | Aug 25, 2026 |
| Trexquant Investment LP | History | Added to | 36,766 | 1,147 | 0.01% | 0.01% | 67 | +4,075 | 12.47% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 35,949 | 1,122 | 0.0% | 0.0% | 68 | +4,491 | 14.28% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 35,761 | 1,116 | 0.0% | 0.0% | 69 | -34,505 | -49.11% | Q2 2026 | Aug 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 32,889 | 1,026 | 0.0% | 0.0% | 70 | +4,799 | 17.08% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 32,273 | 1,006 | 0.0% | 0.0% | 71 | -40,768 | -55.82% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 29,026 | 905 | 0.0% | 0.0% | 72 | +2,029 | 7.52% | Q2 2026 | Aug 07, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 26,018 | 811 | 0.0% | 0.0% | 73 | -709 | -2.65% | Q2 2026 | Jul 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 24,066 | 809 | 0.0% | 0.0% | 74 | -164 | -0.68% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 25,387 | 792 | 0.0% | 0.0% | 75 | +557 | 2.24% | Q2 2026 | Aug 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 24,686 | 770 | 0.0% | 0.0% | 76 | +320 | 1.31% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 24,599 | 767 | 0.0% | 0.0% | 77 | -751 | -2.96% | Q2 2026 | Aug 24, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 24,117 | 752 | 0.01% | 0.01% | 78 | +7,184 | 42.43% | Q2 2026 | Aug 11, 2026 |
| Gotham Asset Management, LLC | History | Added to | 23,513 | 733 | 0.0% | 0.0% | 79 | +940 | 4.16% | Q2 2026 | Aug 14, 2026 |
| WESBANCO BANK INC | History | New | 23,000 | 717 | 0.02% | — | 80 | +23,000 | New | Q2 2026 | Jul 28, 2026 |
| ALLSTATE CORP | History | No change | 22,570 | 704 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 22,513 | 702 | 0.01% | — | 82 | +22,513 | New | Q2 2026 | Jul 21, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 22,181 | 692 | 0.0% | — | 83 | +22,181 | New | Q2 2026 | Aug 17, 2026 |
| Man Group plc | History | Added to | 21,620 | 674 | 0.0% | 0.0% | 84 | +2,412 | 12.56% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 21,330 | 665 | 0.01% | — | 85 | +21,330 | New | Q2 2026 | Jul 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 20,993 | 655 | 0.0% | 0.0% | 86 | +1,580 | 8.14% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 20,855 | 650 | 0.0% | — | 87 | +20,855 | New | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 20,697 | 645 | 0.0% | 0.0% | 88 | +1,811 | 9.59% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | New | 21,922 | 618 | 0.01% | — | 89 | +21,922 | New | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Reduced | 19,413 | 605 | 0.0% | 0.0% | 90 | -5,245 | -21.27% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | New | 19,155 | 597 | 0.0% | — | 91 | +19,155 | New | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 17,093 | 533 | 0.0% | 0.0% | 92 | -1,726 | -9.17% | Q2 2026 | Jul 23, 2026 |
| CITIGROUP INC | History | Added to | 16,862 | 526 | 0.0% | 0.0% | 93 | +8,964 | 113.5% | Q2 2026 | Aug 03, 2026 |
| XTX Topco Ltd | History | Added to | 16,364 | 510 | 0.01% | 0.01% | 94 | +7,246 | 79.47% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | Added to | 15,711 | 490 | 0.02% | 0.01% | 95 | +7,811 | 98.87% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 15,371 | 480 | 0.0% | 0.0% | 96 | -254 | -1.63% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 14,882 | 464 | 0.01% | — | 97 | +14,882 | New | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 14,721 | 459 | 0.0% | 0.0% | 98 | -1,762 | -10.69% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 14,425 | 450 | 0.0% | 0.0% | 99 | -58 | -0.4% | Q2 2026 | Aug 07, 2026 |
| MetLife Investment Management, LLC | History | Added to | 14,161 | 441 | 0.0% | 0.0% | 100 | +195 | 1.4% | Q2 2026 | Aug 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 12,850 | 432 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 13,438 | 419 | 0.01% | 0.0% | 102 | +9,211 | 217.91% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 13,308 | 415 | 0.0% | 0.0% | 103 | -238 | -1.76% | Q2 2026 | Sep 09, 2026 |
| Abel Hall, LLC | History | New | 13,077 | 408 | 0.07% | — | 104 | +13,077 | New | Q2 2026 | Jul 24, 2026 |
| Jupiter Topco LLC | History | New | 12,850 | 401 | 0.0% | — | 105 | +12,850 | New | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 12,391 | 386 | 0.01% | 0.01% | 106 | +4,283 | 52.82% | Q2 2026 | Jul 23, 2026 |
| Advisors Preferred, LLC | History | New | 11,309 | 376 | 0.06% | — | 107 | +11,309 | New | Q2 2026 | Aug 11, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 11,944 | 372 | 0.0% | 0.01% | 108 | -2,559 | -17.64% | Q2 2026 | Aug 05, 2026 |
| EntryPoint Capital, LLC | History | No change | 11,894 | 371 | 0.09% | 0.12% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 11,895 | 370 | 0.0% | 0.01% | 110 | -3,846 | -24.43% | Q2 2026 | Jul 20, 2026 |
| GAMMA Investing LLC | History | Added to | 11,843 | 369 | 0.01% | 0.01% | 112 | +3,948 | 50.01% | Q2 2026 | Jul 07, 2026 |
| DGS Capital Management, LLC | History | No change | 10,991 | 369 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 11,565 | 360 | 0.0% | 0.01% | 113 | -480 | -3.99% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 11,330 | 353 | 0.0% | 0.0% | 114 | +6,427 | 131.08% | Q2 2026 | Aug 06, 2026 |
| Callan Family Office, LLC | History | Added to | 11,290 | 352 | 0.01% | 0.01% | 116 | +2,335 | 26.07% | Q2 2026 | Aug 11, 2026 |
| Handelsbanken Fonder AB | History | No change | 11,283 | 352 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 11,222 | 350 | 0.0% | 0.0% | 117 | -34 | -0.3% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 11,175 | 348 | 0.0% | 0.01% | 118 | -6,596 | -37.12% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | New | 10,961 | 341 | 0.01% | — | 119 | +10,961 | New | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,736 | 334 | 0.0% | 0.0% | 120 | -130 | -1.2% | Q2 2026 | Aug 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 10,426 | 325 | 0.0% | 0.0% | 121 | +439 | 4.4% | Q2 2026 | Aug 06, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 10,300 | 321 | 0.0% | 0.01% | 122 | -100 | -0.96% | Q2 2026 | Jul 21, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 10,246 | 319 | 0.0% | 0.01% | 124 | -40,348 | -79.75% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 10,239 | 319 | 0.02% | 0.06% | 123 | -20,367 | -66.55% | Q2 2026 | Aug 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 10,253 | 319 | 0.0% | — | 125 | +10,253 | New | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 10,221 | 318 | 0.0% | 0.0% | 126 | +2,886 | 39.35% | Q2 2026 | Aug 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 9,850 | 307 | 0.03% | 0.06% | 127 | -8,050 | -44.97% | Q2 2026 | Jul 30, 2026 |
| Inspire Advisors, LLC | History | Added to | 9,856 | 307 | 0.02% | 0.02% | 128 | +2,683 | 37.4% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 9,800 | 305 | 0.0% | 0.0% | 130 | -3,900 | -28.47% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 9,782 | 305 | 0.0% | 0.0% | 129 | -2,038 | -17.24% | Q2 2026 | Aug 14, 2026 |
| PDT Partners, LLC | History | New | 9,700 | 302 | 0.02% | — | 131 | +9,700 | New | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 9,648 | 301 | 0.0% | — | 132 | +9,648 | New | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 8,986 | 280 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 8,876 | 276 | 0.02% | 0.14% | 134 | -35,013 | -79.78% | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,365 | 260 | 0.0% | 0.0% | 135 | +1,251 | 17.59% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | Added to | 8,309 | 259 | 0.0% | 0.0% | 136 | +1,004 | 13.74% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,908 | 246 | 0.0% | 0.0% | 137 | +1,824 | 29.98% | Q2 2026 | Aug 19, 2026 |
| Empowered Funds, LLC | History | Added to | 7,823 | 244 | 0.0% | 0.0% | 138 | +59 | 0.76% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,035 | 237 | 0.0% | 0.0% | 139 | +339 | 5.06% | Q2 2026 | Jul 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,216 | 225 | 0.0% | 0.0% | 140 | +2,445 | 51.25% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | Reduced | 7,240 | 225 | 0.0% | 0.0% | 141 | -45 | -0.62% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,200 | 224 | 0.0% | 0.0% | 142 | -156,740 | -95.61% | Q2 2026 | Sep 02, 2026 |
| J. Goldman & Co LP | History | New | 7,105 | 221 | 0.01% | — | 143 | +7,105 | New | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 6,950 | 216 | 0.0% | 0.0% | 144 | -4,202 | -37.68% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,796 | 212 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Headlands Technologies LLC | History | New | 6,625 | 206 | 0.02% | — | 147 | +6,625 | New | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,628 | 206 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,552 | 204 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 6,470 | 201 | 0.0% | — | 150 | +6,470 | New | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Reduced | 6,459 | 201 | 0.0% | 0.0% | 149 | -1,256 | -16.28% | Q2 2026 | Aug 07, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 6,298 | 196 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 6,092 | 190 | 0.0% | 0.0% | 152 | +3,941 | 183.22% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 5,871 | 183 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pacer Advisors, Inc. | History | Added to | 5,708 | 178 | 0.0% | 0.0% | 154 | +2,200 | 62.71% | Q2 2026 | Aug 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 5,390 | 168 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 4,949 | 166 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 5,335 | 166 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 5,000 | 156 | 0.0% | 0.0% | 158 | -6,900 | -57.98% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,746 | 116 | 0.0% | 0.0% | 159 | +817 | 27.89% | Q2 2026 | Jul 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,698 | 115 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Covestor Ltd | History | Reduced | 2,180 | 68 | 0.04% | 0.05% | 161 | -106 | -4.64% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,005 | 62 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,647 | 51 | 0.0% | 0.0% | 163 | -29 | -1.73% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,541 | 48 | 0.0% | 0.0% | 164 | +144 | 10.31% | Q2 2026 | Aug 05, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,367 | 42 | 0.0% | 0.0% | 166 | +871 | 175.6% | Q2 2026 | Jul 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,369 | 42 | 0.0% | 0.0% | 165 | -80 | -5.52% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 1,346 | 41 | 0.0% | 0.0% | 167 | +988 | 275.98% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,175 | 36 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 1,132 | 35 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | Added to | 1,086 | 33 | 0.0% | 0.0% | 170 | +262 | 31.8% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,001 | 31 | 0.0% | 0.0% | 171 | -2 | -0.2% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 934 | 29 | 0.0% | 0.0% | 172 | -1,063 | -53.23% | Q2 2026 | Aug 11, 2026 |
| NFSG Corp | History | No change | 930 | 29 | 0.0% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 890 | 27 | 0.0% | 0.0% | 174 | +558 | 168.07% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 752 | 23 | 0.0% | 0.0% | 175 | +346 | 85.22% | Q2 2026 | Jul 20, 2026 |
| Basecamp Wealth Advisors LLC | History | Reduced | 619 | 19 | 0.0% | 0.0% | 176 | -6 | -0.96% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | New | 602 | 18 | 0.0% | — | 178 | +602 | New | Q2 2026 | Jul 28, 2026 |
| WealthCollab, LLC | History | Reduced | 592 | 18 | 0.01% | 0.01% | 177 | -492 | -45.39% | Q2 2026 | Aug 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 553 | 17 | 0.0% | 0.0% | 179 | -71 | -11.38% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 469 | 14 | 0.0% | 0.0% | 181 | +74 | 18.73% | Q2 2026 | Aug 17, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 455 | 14 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 447 | 13 | 0.0% | 0.0% | 183 | +342 | 325.71% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Added to | 443 | 13 | 0.0% | 0.0% | 182 | +67 | 17.82% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 399 | 12 | 0.0% | 0.0% | 184 | -298 | -42.75% | Q2 2026 | Jul 24, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 390 | 12 | 0.0% | 0.0% | 185 | +16 | 4.28% | Q2 2026 | Jul 20, 2026 |
| Boreal Capital Management LLC | History | No change | 400 | 12 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 376 | 11 | 0.0% | 0.0% | 187 | +151 | 67.11% | Q2 2026 | Jul 02, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 375 | 11 | 0.0% | 0.0% | 188 | +40 | 11.94% | Q2 2026 | Sep 04, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 346 | 10 | 0.0% | — | 190 | +322 | 1341.67% | Q2 2026 | Jul 22, 2026 |
| Graticule Asia Macro Advisors LLC | History | New | 322 | 10 | 0.0% | — | 191 | +322 | New | Q2 2026 | Aug 12, 2026 |
| Allied Private Wealth LLC | History | New | 320 | 10 | 0.01% | — | 192 | +320 | New | Q2 2026 | Jul 09, 2026 |
| BESSEMER GROUP INC | History | Added to | 314 | 10 | 0.0% | 0.0% | 189 | +197 | 168.38% | Q2 2026 | Aug 12, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 300 | 9 | 0.0% | — | 194 | +300 | New | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 308 | 9 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 279 | 8 | 0.0% | 0.0% | 195 | +95 | 51.63% | Q2 2026 | Jul 17, 2026 |
| Quarry LP | History | Added to | 214 | 6 | 0.0% | 0.0% | 197 | +154 | 256.67% | Q2 2026 | Aug 14, 2026 |
| Costello Asset Management, INC | History | No change | 200 | 6 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GW&K Investment Management, LLC | History | New | 160 | 5 | 0.0% | — | 202 | +160 | New | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | Added to | 186 | 5 | 0.0% | 0.0% | 200 | +133 | 250.94% | Q2 2026 | Jul 20, 2026 |
| Avion Wealth | History | Added to | 169 | 5 | 0.0% | 0.0% | 199 | +71 | 72.45% | Q2 2026 | Jul 31, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 188 | 5 | 0.0% | 0.0% | 201 | +55 | 41.35% | Q2 2026 | Jul 27, 2026 |
| UMB Bank, n.a. | History | Reduced | 183 | 5 | 0.0% | 0.0% | 198 | -15 | -7.58% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 143 | 4 | 0.0% | 0.0% | 203 | -13 | -8.33% | Q2 2026 | Jul 28, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 150 | 4 | 0.0% | 0.0% | 204 | +8 | 5.63% | Q2 2026 | Jul 22, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 104 | 3 | 0.0% | 0.0% | 206 | -344 | -76.79% | Q2 2026 | Aug 07, 2026 |
| Optiver Holding B.V. | History | Added to | 116 | 3 | 0.0% | — | 207 | +88 | 314.29% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 99 | 3 | 0.0% | 0.0% | 205 | +39 | 65.0% | Q2 2026 | Aug 06, 2026 |
| Bare Financial Services, Inc | History | Added to | 97 | 3 | 0.0% | 0.0% | 208 | +16 | 19.75% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 126 | 3 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 76 | 2 | 0.0% | 0.0% | 215 | -186 | -70.99% | Q2 2026 | Aug 13, 2026 |
| Marquette Asset Management, LLC | History | New | 88 | 2 | 0.0% | — | 220 | +88 | New | Q2 2026 | Jul 09, 2026 |
| Global Retirement Partners, LLC | History | New | 69 | 2 | 0.0% | — | 221 | +69 | New | Q2 2026 | Aug 06, 2026 |
| Concord Wealth Partners | History | New | 69 | 2 | 0.0% | — | 222 | +69 | New | Q2 2026 | Jul 27, 2026 |
| CVA Family Office, LLC | History | Added to | 95 | 2 | 0.0% | 0.0% | 216 | +61 | 179.41% | Q2 2026 | Aug 07, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 82 | 2 | 0.0% | 0.0% | 217 | +47 | 134.29% | Q2 2026 | Aug 11, 2026 |
| Kilter Group LLC | History | Added to | 85 | 2 | 0.0% | 0.0% | 218 | +35 | 70.0% | Q2 2026 | Aug 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 74 | 2 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smithfield Trust Co | History | No change | 80 | 2 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 92 | 2 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 90 | 2 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 96 | 2 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 89 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Financial Management LLC | History | New | 43 | 1 | 0.0% | — | 228 | +43 | New | Q2 2026 | Aug 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 34 | 1 | 0.0% | — | 229 | +34 | New | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 39 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -62,837 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Collaborative Fund Advisors, LLC | History | Closed out | 0 | 0 | — | 1.18% | — | -56,871 | -100.0% | Q2 2026 | Jul 30, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -53,928 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -51,198 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -31,484 | -100.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,364 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,818 | -100.0% | Q2 2026 | Jul 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,592 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,144 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,363 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,908 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -7,820 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -7,560 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -7,424 | -100.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -7,325 | -100.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,025 | -100.0% | Q2 2026 | Aug 11, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -6,763 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -6,071 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,452 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -981 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -666 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -198 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 25 | 0 | — | 0.0% | — | -139 | -84.76% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 25 | 0 | — | 0.0% | — | -138 | -84.66% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q2 2026 | Jul 20, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 31 | 0 | — | — | — | +19 | 158.33% | Q2 2026 | Aug 12, 2026 |
| Creative Capital Management Investments LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q2 2026 | Jul 24, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Aug 04, 2026 |
| Breakwater Investment Management | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Aug 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Aug 06, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 16 | 0 | — | — | — | -9 | -36.0% | Q2 2026 | Jul 29, 2026 |
| FEDERATED HERMES, INC. | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Jul 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 13 | 0 | — | — | — | -8 | -38.1% | Q2 2026 | Jul 16, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 12 | 0 | — | — | — | +8 | 200.0% | Q2 2026 | Aug 04, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 11 | 0 | — | — | — | +7 | 175.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Aug 13, 2026 |
| Evolution Advisers, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Jul 31, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 04, 2026 |
| Navigoe, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 31, 2026 |
| Buck Wealth Strategies, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 30, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 15, 2026 |
| DecisionPoint Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 05, 2026 |
| JPL Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 13, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 12 | 0 | — | — | — | +1 | 9.09% | Q2 2026 | Jul 28, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 15 | 0 | — | — | — | +1 | 7.14% | Q2 2026 | Aug 06, 2026 |
| Abound Wealth Management | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q2 2026 | Jul 10, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 11 | 0 | — | — | — | -1 | -8.33% | Q2 2026 | Jul 10, 2026 |
| Hughes Financial Services, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q2 2026 | Jul 20, 2026 |
| Davis Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 16, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ASSETMARK, INC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 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 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |