Fresenius Medical Care AG - FMS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | History | No change | 14,992,081 | 338,970 | 1.0% | 1.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 4,347,748 | 98,302 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DODGE & COX | History | No change | 3,826,910 | 86,526 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | No change | 2,937,829 | 66,424 | 0.94% | 0.94% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 1,916,090 | 43,323 | 0.3% | 0.3% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,571,805 | 35,538 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TODD ASSET MANAGEMENT LLC | History | No change | 1,305,386 | 29,514 | 0.52% | 0.52% | 7 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 898,668 | 20,318 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 860,302 | 19,451 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 816,200 | 18,454 | 0.13% | 0.13% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 527,966 | 11,937 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 465,587 | 10,526 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 428,696 | 9,692 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NORTHERN TRUST CORP | History | No change | 384,960 | 8,703 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 381,361 | 8,622 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 364,770 | 8,247 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moran Wealth Management, LLC | History | No change | 362,438 | 8,194 | 0.22% | 0.22% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | No change | 297,333 | 6,722 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 262,797 | 5,942 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 245,682 | 5,554 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABC ARBITRAGE SA | History | No change | 239,751 | 5,420 | 0.59% | 0.59% | 21 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 222,165 | 5,043 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 219,748 | 4,968 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 210,747 | 4,764 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 205,722 | 4,651 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 182,569 | 4,127 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Trexquant Investment LP | History | No change | 179,887 | 4,067 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cinctive Capital Management LP | History | No change | 167,016 | 3,776 | 0.14% | 0.14% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NIA IMPACT ADVISORS, LLC | History | No change | 136,769 | 3,092 | 1.28% | 1.28% | 29 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | No change | 131,278 | 2,968 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 128,403 | 2,903 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | No change | 99,790 | 2,256 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 95,180 | 2,152 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 93,700 | 2,118 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 89,267 | 2,018 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 89,122 | 2,015 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 84,703 | 1,915 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 83,644 | 1,891 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 82,644 | 1,869 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 82,048 | 1,855 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEARLE & CO. | History | No change | 80,725 | 1,825 | 0.41% | 0.41% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 78,748 | 1,780 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Point72 Asset Management, L.P. | History | No change | 76,829 | 1,737 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 71,001 | 1,605 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 70,500 | 1,594 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 69,638 | 1,574 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 66,897 | 1,512 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 66,073 | 1,493 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 62,368 | 1,410 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | No change | 60,931 | 1,377 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 59,517 | 1,345 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 58,200 | 1,315 | 0.37% | 0.37% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 57,893 | 1,308 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 57,673 | 1,303 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 57,365 | 1,297 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 56,890 | 1,286 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 56,827 | 1,284 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 45,425 | 1,027 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 44,664 | 1,009 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 43,841 | 991 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 42,231 | 954 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vident Advisory, LLC | History | No change | 40,709 | 920 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Uncommon Cents Investing LLC | History | No change | 40,545 | 916 | 0.2% | 0.2% | 63 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 39,527 | 893 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 38,751 | 876 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Trail Advisors, LLC | History | No change | 37,189 | 840 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 36,700 | 829 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ethic Inc. | History | No change | 31,911 | 721 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 31,538 | 713 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 30,010 | 678 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IEQ CAPITAL, LLC | History | No change | 28,855 | 652 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 28,469 | 647 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 28,228 | 638 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 28,057 | 634 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 28,081 | 634 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 27,642 | 624 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 27,587 | 623 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caprock Group, LLC | History | No change | 26,305 | 594 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 24,007 | 542 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 21,763 | 492 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | No change | 21,695 | 490 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 21,586 | 488 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DMC Group, LLC | History | No change | 21,588 | 488 | 0.33% | 0.33% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RHUMBLINE ADVISERS | History | No change | 21,134 | 477 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 21,069 | 476 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 20,853 | 471 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 20,729 | 468 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 19,651 | 444 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 18,702 | 422 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 18,485 | 417 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 18,375 | 415 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 18,099 | 409 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 17,122 | 387 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 16,716 | 377 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kathmere Capital Management, LLC | History | No change | 16,013 | 362 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MEYER HANDELMAN CO | History | No change | 16,000 | 361 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nuveen, LLC | History | No change | 15,944 | 360 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Venturi Wealth Management, LLC | History | No change | 15,357 | 347 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 14,925 | 346 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Riverwater Partners LLC | History | No change | 15,306 | 346 | 0.1% | 0.1% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 15,209 | 343 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PING CAPITAL MANAGEMENT, INC. | History | No change | 15,000 | 339 | 0.08% | 0.08% | 102 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Baron Wealth Management LLC | History | No change | 14,860 | 335 | 0.09% | 0.09% | 103 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 14,547 | 328 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 14,314 | 323 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 13,726 | 310 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 13,511 | 305 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 13,532 | 305 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 13,298 | 300 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transmarket Holdings LP | History | No change | 12,979 | 293 | 0.21% | 0.21% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SYON CAPITAL LLC | History | No change | 12,902 | 291 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 12,784 | 289 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 12,804 | 289 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 12,711 | 287 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 12,667 | 286 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 12,588 | 284 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 12,593 | 284 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 11,706 | 281 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 11,586 | 261 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Reduced | 11,570 | 258 | 0.02% | 0.03% | 120 | -3,937 | -25.39% | Q3 2026 | Oct 01, 2026 |
| Trek Financial, LLC | History | No change | 11,310 | 255 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LVW Advisors, LLC | History | No change | 10,627 | 240 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 10,479 | 236 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 10,482 | 236 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 10,341 | 234 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 9,947 | 224 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PKS Advisory Services, LLC | History | No change | 9,885 | 223 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kimelman & Baird, LLC | History | No change | 9,734 | 220 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,684 | 218 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUB Investment Partners, LLC | History | No change | 9,147 | 206 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | No change | 8,896 | 201 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| COMMONS CAPITAL, LLC | History | No change | 8,895 | 201 | 0.14% | 0.14% | 132 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 8,874 | 200 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CACTI ASSET MANAGEMENT LLC | History | No change | 6,000 | 133 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Parallel Advisors, LLC | History | No change | 4,195 | 94 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | No change | 3,884 | 87 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | No change | 3,552 | 80 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,541 | 57 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 2,563 | 57 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,413 | 54 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cromwell Holdings LLC | History | No change | 2,275 | 51 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,060 | 46 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,077 | 46 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,808 | 40 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 1,760 | 39 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,722 | 38 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,613 | 36 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hartford Financial Management Inc. | History | No change | 1,508 | 34 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,500 | 33 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,473 | 33 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,377 | 31 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,324 | 29 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Davis Capital Management | History | No change | 1,292 | 29 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,256 | 28 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,100 | 24 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,073 | 24 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Guardian Partners Inc. | History | No change | 1,000 | 22 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 945 | 21 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Centerpoint Advisors, LLC | History | No change | 944 | 21 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 926 | 20 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITIGROUP INC | History | No change | 850 | 19 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Leonteq Securities AG | History | No change | 750 | 16 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | No change | 669 | 15 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 669 | 15 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 633 | 14 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 586 | 13 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Salomon & Ludwin, LLC | History | No change | 598 | 13 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EASTERN BANK | History | Reduced | 578 | 12 | 0.0% | 0.0% | 168 | -13 | -2.2% | Q3 2026 | Oct 05, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 540 | 12 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 460 | 10 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 464 | 10 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 478 | 10 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 419 | 9 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 413 | 9 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Markowski Investments | History | No change | 409 | 9 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 314 | 7 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| True Wealth Design, LLC | History | No change | 338 | 7 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 330 | 7 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 301 | 6 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SBI Securities Co., Ltd. | History | No change | 269 | 6 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 285 | 6 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 259 | 5 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 212 | 4 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LifeSteps Financial, Inc. | History | No change | 200 | 4 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 193 | 4 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WealthCollab, LLC | History | No change | 219 | 4 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 204 | 4 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 200 | 4 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BESSEMER GROUP INC | History | No change | 181 | 3 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 143 | 3 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 150 | 3 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 81 | 2 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 118 | 2 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Cornerstone Planning Group LLC | History | No change | 116 | 2 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Signature Equity Partners, LLC | History | No change | 104 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 112 | 2 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 82 | 1 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 84 | 1 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IMA Advisory Services, Inc. | History | No change | 65 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 79 | 1 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 88 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First Command Advisory Services, Inc. | History | No change | 71 | 1 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 74 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CVA Family Office, LLC | History | No change | 67 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elequin Capital, LP | History | No change | 68 | 1 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 84 | 1 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arlington Trust Co LLC | History | No change | 61 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JPL Wealth Management, LLC | History | No change | 53 | 1 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 85 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kilter Group LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Financial Management LLC | History | No change | 49 | 1 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Planning Strategies Inc. | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Oct 02, 2026 |
| GROUP ONE TRADING LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WHITTIER TRUST CO | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MOTCO | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Axiom Investment Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stone House Investment Management, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bogart Wealth, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Investors Research Corp | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Triumph Capital Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SHP Wealth Management | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SJS Investment Consulting Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Abound Wealth Management | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Capital Advisory, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LRI Investments, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Burk Holdings LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Monetary Solutions, Ltd | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Highland Investment Advisors LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |