FARMERS NATIONAL BANC CORP /OH/ - FMNB
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 | 4,798,011 | 70,050 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,483,972 | 36,265 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,989,971 | 29,053 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,646,101 | 24,741 | 0.0% | 0.0% | 4 | +75,879 | 4.83% | Q3 2026 | Nov 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,523,677 | 22,250 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 832,287 | 12,151 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 599,937 | 8,759 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 530,430 | 7,744 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 504,386 | 7,364 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 490,698 | 7,164 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 467,600 | 6,826 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| CITADEL ADVISORS LLC | History | No change | 423,186 | 6,178 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 379,711 | 5,543 | 0.1% | 0.1% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 378,215 | 5,521 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 370,303 | 5,406 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | No change | 363,447 | 5,306 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 351,406 | 5,281 | 0.3% | 0.3% | 17 | -9,924 | -2.75% | Q3 2026 | Oct 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 357,225 | 5,215 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 322,186 | 4,703 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 308,060 | 4,497 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 288,917 | 4,218 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 252,029 | 3,679 | 0.14% | 0.14% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 232,248 | 3,390 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empowered Funds, LLC | History | No change | 229,725 | 3,353 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 213,864 | 3,122 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 178,880 | 2,611 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 177,517 | 2,591 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 145,197 | 2,119 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 142,429 | 2,079 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 140,202 | 2,046 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 130,992 | 1,912 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 126,501 | 1,846 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Added to | 112,974 | 1,697 | 0.0% | 0.0% | 33 | +26,264 | 30.29% | Q3 2026 | Nov 02, 2026 |
| Swiss National Bank | History | No change | 115,787 | 1,690 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 106,287 | 1,551 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 105,002 | 1,533 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 94,226 | 1,375 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 88,297 | 1,289 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Investment Management, LLC | History | No change | 82,049 | 1,197 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 80,617 | 1,177 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 78,505 | 1,146 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 78,369 | 1,144 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 77,362 | 1,129 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 77,083 | 1,125 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WINTON GROUP Ltd | History | No change | 76,774 | 1,120 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 75,435 | 1,101 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 70,517 | 1,071 | 0.0% | 0.0% | 47 | -10,861 | -13.35% | Q3 2026 | Oct 13, 2026 |
| Invesco Ltd. | History | No change | 71,898 | 1,049 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 71,123 | 1,038 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| UBS Group AG | History | No change | 69,753 | 1,018 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 65,614 | 986 | 0.02% | 0.01% | 51 | +7,223 | 12.37% | Q3 2026 | Oct 13, 2026 |
| Wavvest Wealth LLC | History | New | 62,041 | 932 | 0.75% | — | 52 | +62,041 | New | Q3 2026 | Oct 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 60,533 | 910 | 0.0% | 0.0% | 53 | +37,306 | 160.61% | Q3 2026 | Nov 02, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 60,898 | 889 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | No change | 60,501 | 883 | 0.56% | 0.56% | 55 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CITIGROUP INC | History | Added to | 58,395 | 877 | 0.0% | 0.0% | 56 | +73 | 0.13% | Q3 2026 | Nov 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 59,107 | 862 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 58,917 | 860 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 55,860 | 815 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 55,292 | 807 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 61,104 | 804 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 52,581 | 767 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 51,797 | 756 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | Reduced | 49,532 | 744 | 0.02% | 0.02% | 64 | -4,063 | -7.58% | Q3 2026 | Oct 13, 2026 |
| Riggs Asset Managment Co. Inc. | History | No change | 47,749 | 717 | 0.13% | 0.12% | 65 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 48,812 | 713 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 48,815 | 712 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HBK Sorce Advisory LLC | History | No change | 42,782 | 679 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALLSTATE CORP | History | No change | 45,349 | 662 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 44,273 | 646 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 40,879 | 639 | 0.12% | 0.12% | 71 | -428 | -1.04% | Q3 2026 | Nov 03, 2026 |
| Inspire Investing, LLC | History | Reduced | 42,508 | 638 | 0.03% | 0.03% | 72 | -4,034 | -8.67% | Q3 2026 | Oct 22, 2026 |
| Rodgers Brothers Inc. | History | No change | 43,225 | 631 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 41,400 | 604 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 39,335 | 574 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 38,541 | 562 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 36,660 | 551 | 0.13% | 0.13% | 77 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| IEQ CAPITAL, LLC | History | No change | 37,794 | 551 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Teton Advisors, LLC | History | No change | 37,800 | 551 | 0.32% | 0.32% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 36,055 | 526 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 34,987 | 510 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 34,731 | 507 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 33,524 | 489 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 30,361 | 474 | 0.01% | 0.01% | 84 | +230 | 0.76% | Q3 2026 | Nov 04, 2026 |
| Odyssean, LLC | History | No change | 31,899 | 465 | 0.08% | 0.08% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 30,478 | 445 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 30,480 | 445 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 30,443 | 444 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 30,335 | 442 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 30,135 | 439 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 29,428 | 429 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 29,308 | 427 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 28,738 | 419 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 27,963 | 408 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 27,758 | 405 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 27,363 | 399 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 24,275 | 364 | 0.1% | 0.1% | 97 | +286 | 1.19% | Q3 2026 | Oct 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 22,498 | 338 | 0.0% | 0.0% | 98 | +536 | 2.44% | Q3 2026 | Nov 02, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 22,940 | 334 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lineweaver Wealth Advisors, LLC | History | New | 22,205 | 333 | 0.04% | — | 100 | +22,205 | New | Q3 2026 | Oct 13, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 20,520 | 308 | 0.05% | 0.05% | 101 | +9,875 | 92.77% | Q3 2026 | Oct 28, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 20,380 | 297 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 20,092 | 293 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 20,062 | 292 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 19,722 | 287 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 19,128 | 279 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 18,767 | 273 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mariner, LLC | History | No change | 18,382 | 268 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 18,356 | 267 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Jump Financial, LLC | History | No change | 18,262 | 266 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 17,498 | 255 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 16,813 | 245 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 16,258 | 244 | 0.0% | 0.0% | 113 | +334 | 2.1% | Q3 2026 | Nov 03, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 16,000 | 233 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 15,426 | 231 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 15,312 | 223 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAFFLES ASSOCIATES LP | History | No change | 15,000 | 219 | 0.2% | 0.2% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AA Financial Advisors, LLC | History | New | 14,015 | 210 | 0.02% | — | 120 | +14,015 | New | Q3 2026 | Oct 19, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 14,000 | 210 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 13,898 | 210 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 13,939 | 203 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 13,644 | 199 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 13,101 | 191 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | No change | 13,046 | 190 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 12,966 | 189 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 12,269 | 184 | 0.01% | 0.01% | 126 | -314 | -2.5% | Q3 2026 | Oct 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 12,521 | 182 | 0.09% | 0.09% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 12,300 | 179 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 11,777 | 177 | 0.06% | 0.06% | 129 | +139 | 1.19% | Q3 2026 | Oct 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 11,683 | 171 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 11,717 | 171 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Intellus Advisors LLC | History | No change | 11,496 | 167 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 11,012 | 160 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 10,639 | 159 | 0.0% | 0.0% | 134 | -512 | -4.59% | Q3 2026 | Nov 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 10,826 | 158 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 10,492 | 157 | 0.0% | 0.0% | 136 | +1 | 0.01% | Q3 2026 | Oct 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,530 | 153 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 10,042 | 146 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 9,692 | 141 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 9,058 | 135 | 0.0% | 0.0% | 140 | +731 | 8.78% | Q3 2026 | Oct 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,098 | 103 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 6,911 | 100 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,393 | 78 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,108 | 76 | 0.0% | 0.0% | 145 | -567 | -9.99% | Q3 2026 | Nov 03, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,273 | 76 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,200 | 75 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,852 | 71 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,857 | 57 | 0.0% | 0.0% | 148 | +1,981 | 105.6% | Q3 2026 | Oct 01, 2026 |
| Arax Advisory Partners | History | No change | 3,121 | 45 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,974 | 43 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 2,750 | 40 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| True Wealth Design, LLC | History | Added to | 2,634 | 39 | 0.01% | 0.01% | 152 | +27 | 1.04% | Q3 2026 | Oct 13, 2026 |
| Smithfield Trust Co | History | No change | 2,257 | 33 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GAMMA Investing LLC | History | Added to | 1,479 | 22 | 0.0% | 0.0% | 154 | +47 | 3.28% | Q3 2026 | Oct 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,226 | 18 | 0.0% | 0.0% | 155 | -1 | -0.08% | Q3 2026 | Oct 20, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,157 | 17 | 0.0% | 0.0% | 156 | -41 | -3.42% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | No change | 892 | 13 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 827 | 12 | 0.0% | 0.0% | 158 | +10 | 1.22% | Q3 2026 | Oct 26, 2026 |
| SIGNATUREFD, LLC | History | Added to | 772 | 11 | 0.0% | 0.0% | 159 | +36 | 4.89% | Q3 2026 | Oct 23, 2026 |
| IFP Advisors, Inc | History | No change | 762 | 11 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Blue Trust, Inc. | History | New | 715 | 10 | 0.0% | — | 161 | +715 | New | Q3 2026 | Oct 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 422 | 6 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 470 | 6 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 355 | 5 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 325 | 4 | 0.0% | 0.0% | 166 | -5 | -1.52% | Q3 2026 | Nov 04, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 315 | 4 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 323 | 4 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 242 | 3 | 0.0% | 0.0% | 168 | -82 | -25.31% | Q3 2026 | Oct 08, 2026 |
| Kilter Group LLC | History | No change | 227 | 3 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortitude Family Office, LLC | History | New | 153 | 2 | 0.0% | — | 172 | +153 | New | Q3 2026 | Oct 14, 2026 |
| RMG Wealth Management LLC | History | No change | 165 | 2 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Essential Partners LLC | History | No change | 166 | 2 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Root Financial Partners, LLC | History | New | 118 | 1 | 0.0% | — | 177 | +118 | New | Q3 2026 | Oct 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 80 | 1 | 0.0% | — | 174 | +40 | 100.0% | Q3 2026 | Oct 27, 2026 |
| US BANCORP \DE\ | History | No change | 127 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Larson Financial Group LLC | History | No change | 87 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,136 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -997 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2 | 0 | — | 0.0% | — | -71 | -97.26% | Q3 2026 | Oct 21, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 2 | 0 | — | — | — | -26 | -92.86% | Q3 2026 | Oct 29, 2026 |
| Covestor Ltd | History | Added to | 16 | 0 | — | — | — | +5 | 45.45% | Q3 2026 | Oct 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bare Financial Services, Inc | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| JPL Wealth Management, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |