MEXICAN ECONOMIC DEVELOPMENT INC - FMX
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.
Showing first 300 of
363 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | History | No change | 13,008,276 | 1,663,758 | 2.78% | 2.78% | 1 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,248,348 | 799,164 | 0.12% | 0.12% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARDING LOEVNER LP | History | No change | 5,383,731 | 688,657 | 6.48% | 6.48% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 3,557,426 | 454,994 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 2,906,085 | 371,688 | 0.09% | 0.09% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BAILLIE GIFFORD & CO | History | No change | 2,674,055 | 342,011 | 0.31% | 0.31% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 2,245,691 | 294,634 | 0.21% | 0.21% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 2,379,331 | 282,093 | 0.34% | 0.33% | 8 | +292,659 | 14.03% | Q3 2026 | Oct 20, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 1,918,415 | 245,331 | 0.29% | 0.29% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 1,556,766 | 199,110 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARRIS ASSOCIATES L P | History | No change | 1,541,584 | 197,168 | 0.26% | 0.26% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 1,214,976 | 156,889 | 2.98% | 2.98% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,007,804 | 132,224 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 877,127 | 112,184 | 0.65% | 0.65% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 850,830 | 108,821 | 0.21% | 0.21% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALTRINSIC GLOBAL ADVISORS LLC | History | No change | 809,172 | 103,493 | 3.8% | 3.8% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ninety One UK Ltd | History | Added to | 844,817 | 100,161 | 0.22% | 0.14% | 17 | +362,738 | 75.24% | Q3 2026 | Oct 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 767,711 | 98,190 | 0.15% | 0.15% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 682,087 | 87,247 | 0.11% | 0.11% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 665,535 | 85,121 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ANTIPODES PARTNERS Ltd | History | Reduced | 706,974 | 83,818 | 1.54% | 2.23% | 21 | -243,904 | -25.65% | Q3 2026 | Nov 04, 2026 |
| Amundi | History | No change | 633,069 | 80,969 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 590,814 | 75,565 | 0.11% | 0.11% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 623,974 | 73,978 | 0.29% | 0.28% | 24 | +137,834 | 28.35% | Q3 2026 | Oct 28, 2026 |
| MORGAN STANLEY | History | No change | 514,271 | 65,775 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Black Creek Investment Management Inc. | History | No change | 514,214 | 65,767 | 3.69% | 3.69% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 513,784 | 65,713 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| USS Investment Management Ltd | History | No change | 443,243 | 56,695 | 0.2% | 0.2% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 440,850 | 56,384 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 440,783 | 56,376 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 414,345 | 52,994 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Northcape Capital Pty Ltd | History | Reduced | 426,278 | 50,539 | 7.54% | 7.74% | 32 | -22,634 | -5.04% | Q3 2026 | Oct 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 377,475 | 48,279 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 324,315 | 41,479 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 299,632 | 38,322 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Wealth Planning, LLC | History | No change | 259,225 | 33,154 | 0.17% | 0.17% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 256,371 | 32,789 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 250,280 | 32,010 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Skerryvore Asset Management Ltd | History | No change | 246,680 | 31,550 | 28.17% | 28.17% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cook & Bynum Capital Management, LLC | History | No change | 233,445 | 29,857 | 22.2% | 22.2% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ninety One North America, Inc. | History | Added to | 226,502 | 26,854 | 1.26% | 0.64% | 41 | +119,174 | 111.04% | Q3 2026 | Oct 15, 2026 |
| GABELLI FUNDS LLC | History | No change | 201,200 | 25,733 | 0.16% | 0.16% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 153,417 | 20,089 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 162,484 | 19,266 | 0.0% | 0.0% | 44 | +16,637 | 11.41% | Q3 2026 | Nov 04, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 161,881 | 19,192 | 0.07% | 0.08% | 45 | -10,600 | -6.15% | Q3 2026 | Nov 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 148,064 | 18,937 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 137,768 | 17,621 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 136,863 | 17,504 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 132,969 | 17,006 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 131,998 | 16,882 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Value Partners Investments Inc. | History | No change | 125,783 | 14,922 | 1.03% | 1.12% | 51 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Achmea Investment Management B.V. | History | New | 116,570 | 13,831 | 0.11% | — | 52 | +116,570 | New | Q3 2026 | Oct 30, 2026 |
| JANE STREET GROUP, LLC | History | No change | 105,471 | 13,489 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 104,324 | 13,343 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Reduced | 104,565 | 12,397 | 0.05% | 0.13% | 55 | -158,074 | -60.19% | Q3 2026 | Oct 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 90,905 | 11,626 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 86,593 | 11,075 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 82,260 | 10,600 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 88,097 | 10,444 | 0.01% | 0.0% | 59 | +69,245 | 367.31% | Q3 2026 | Oct 15, 2026 |
| Sustainable Growth Advisers, LP | History | Reduced | 83,548 | 9,905 | 0.1% | 0.13% | 60 | -21,700 | -20.62% | Q3 2026 | Oct 15, 2026 |
| Quadrature Capital Ltd | History | No change | 75,739 | 9,687 | 0.08% | 0.08% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 73,792 | 9,438 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 71,902 | 9,196 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 71,882 | 9,193 | 0.08% | 0.08% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 69,733 | 8,918 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 68,639 | 8,778 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 67,580 | 8,643 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 72,080 | 8,545 | 0.0% | 0.0% | 68 | -3,832 | -5.05% | Q3 2026 | Nov 04, 2026 |
| LPL Financial LLC | History | No change | 62,296 | 7,967 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 65,362 | 7,749 | 0.07% | 0.07% | 70 | -1,098 | -1.65% | Q3 2026 | Oct 30, 2026 |
| Perpetual Ltd | History | Reduced | 62,552 | 7,416 | 0.11% | 0.22% | 71 | -59,779 | -48.87% | Q3 2026 | Oct 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 53,829 | 6,884 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Templeton & Phillips Capital Management, LLC | History | No change | 53,586 | 6,853 | 5.0% | 5.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 52,936 | 6,770 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 50,600 | 6,471 | 0.62% | 0.62% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| US BANCORP \DE\ | History | No change | 49,516 | 6,333 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 52,099 | 6,176 | 0.01% | 0.0% | 77 | +19,865 | 61.63% | Q3 2026 | Nov 02, 2026 |
| ABS Investment Management LLC | History | No change | 48,250 | 6,171 | 3.88% | 3.88% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 51,323 | 6,084 | 0.01% | 0.01% | 79 | +4,305 | 9.16% | Q3 2026 | Oct 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 43,567 | 5,572 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 43,090 | 5,511 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 43,038 | 5,504 | 0.44% | 0.44% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 44,541 | 5,280 | 0.06% | 0.06% | 83 | -918 | -2.02% | Q3 2026 | Oct 27, 2026 |
| Portland Global Advisors LLC | History | No change | 40,534 | 5,184 | 0.49% | 0.49% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 40,122 | 5,131 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BARINGS LLC | History | Reduced | 41,593 | 4,931 | 0.08% | 0.16% | 86 | -27,553 | -39.85% | Q3 2026 | Oct 22, 2026 |
| 1832 Asset Management L.P. | History | No change | 37,050 | 4,738 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Added to | 39,438 | 4,675 | 2.37% | 2.5% | 88 | +1,956 | 5.22% | Q3 2026 | Oct 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 34,922 | 4,466 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 33,041 | 4,225 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| XTX Topco Ltd | History | No change | 32,340 | 4,136 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | No change | 31,778 | 4,064 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | New | 34,226 | 4,057 | 0.03% | — | 93 | +34,226 | New | Q3 2026 | Oct 21, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 33,554 | 3,978 | 0.43% | 0.46% | 94 | -1,309 | -3.75% | Q3 2026 | Oct 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 30,068 | 3,845 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 29,330 | 3,751 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 29,068 | 3,717 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantinno Capital Management LP | History | No change | 28,879 | 3,693 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | History | Reduced | 31,015 | 3,677 | 1.53% | 1.38% | 99 | -393 | -1.25% | Q3 2026 | Nov 04, 2026 |
| Mariner, LLC | History | No change | 28,737 | 3,676 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 28,048 | 3,587 | 0.08% | 0.08% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | No change | 29,710 | 3,522 | 0.13% | 0.14% | 102 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 29,151 | 3,456 | 0.03% | 0.04% | 103 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Creative Planning | History | Added to | 29,030 | 3,441 | 0.0% | 0.0% | 104 | +528 | 1.85% | Q3 2026 | Nov 02, 2026 |
| Aberdeen Group plc | History | No change | 26,778 | 3,424 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 26,048 | 3,331 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 25,980 | 3,322 | 0.06% | 0.06% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Solstein Capital, LLC | History | No change | 27,490 | 3,259 | 1.15% | 1.2% | 108 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Neuberger Berman Group LLC | History | No change | 25,285 | 3,233 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Employees Retirement System of Texas | History | No change | 24,287 | 3,106 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 26,092 | 3,093 | 0.02% | 0.02% | 111 | -657 | -2.46% | Q3 2026 | Oct 14, 2026 |
| NATIXIS | History | No change | 23,900 | 3,056 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEAK6 LLC | History | No change | 23,400 | 2,992 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 21,772 | 2,784 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 20,500 | 2,621 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 19,568 | 2,502 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 20,906 | 2,478 | 0.02% | 0.03% | 117 | -1,098 | -4.99% | Q3 2026 | Oct 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 19,792 | 2,346 | 0.0% | 0.0% | 118 | -225 | -1.12% | Q3 2026 | Oct 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 18,136 | 2,150 | 0.01% | 0.01% | 119 | -541 | -2.9% | Q3 2026 | Nov 04, 2026 |
| Ethic Inc. | History | Added to | 18,083 | 2,143 | 0.02% | 0.03% | 120 | +1,431 | 8.59% | Q3 2026 | Nov 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 16,271 | 2,081 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | No change | 13,739 | 1,757 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 13,659 | 1,747 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Asset Management, LLC | History | No change | 13,499 | 1,726 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisors Asset Management, Inc. | History | No change | 13,459 | 1,721 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | New | 14,069 | 1,702 | 0.03% | — | 126 | +14,069 | New | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 14,069 | 1,702 | 0.03% | — | 127 | +14,069 | New | Q3 2026 | Oct 20, 2026 |
| Bank of New York Mellon Corp | History | No change | 13,272 | 1,697 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 13,139 | 1,680 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHOREO, LLC | History | Reduced | 14,082 | 1,669 | 0.02% | 0.02% | 130 | -92 | -0.65% | Q3 2026 | Oct 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 12,377 | 1,583 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 12,051 | 1,541 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 11,882 | 1,519 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 11,676 | 1,493 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,637 | 1,488 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Partners | History | No change | 11,617 | 1,485 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dorsey Wright & Associates | History | No change | 11,449 | 1,464 | 0.25% | 0.25% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sava Infond d.o.o. | History | Reduced | 12,014 | 1,424 | 0.08% | 0.22% | 138 | -12,014 | -50.0% | Q3 2026 | Oct 28, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 11,725 | 1,390 | 0.02% | 0.02% | 139 | -1,095 | -8.54% | Q3 2026 | Oct 21, 2026 |
| Point Nemo Capital, LLC | History | Added to | 11,708 | 1,388 | 0.65% | 0.73% | 140 | +410 | 3.63% | Q3 2026 | Nov 03, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 10,340 | 1,322 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 9,778 | 1,250 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allianz Asset Management GmbH | History | No change | 9,463 | 1,210 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 9,964 | 1,207 | 0.03% | 0.04% | 144 | -244 | -2.39% | Q3 2026 | Oct 20, 2026 |
| HSBC HOLDINGS PLC | History | No change | 9,326 | 1,192 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Trust Co | History | No change | 9,240 | 1,181 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,796 | 1,125 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tidal Investments LLC | History | No change | 8,778 | 1,122 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 9,418 | 1,116 | 0.01% | 0.01% | 149 | +1,424 | 17.81% | Q3 2026 | Oct 28, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 8,529 | 1,090 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| One Wealth Advisors, LLC | History | No change | 8,505 | 1,087 | 0.12% | 0.12% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TCTC Holdings, LLC | History | No change | 9,026 | 1,070 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Councilmark Asset Management, LLC | History | No change | 8,805 | 1,043 | 0.54% | 0.6% | 153 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 9,398 | 1,037 | 0.24% | 0.24% | 154 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 8,696 | 1,030 | 0.02% | 0.04% | 155 | -6,592 | -43.12% | Q3 2026 | Oct 16, 2026 |
| Ruffer LLP | History | No change | 8,000 | 1,022 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 8,558 | 1,014 | 0.03% | 0.03% | 157 | -60 | -0.7% | Q3 2026 | Oct 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 7,872 | 1,006 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 8,377 | 993 | 0.0% | — | 159 | +8,377 | New | Q3 2026 | Nov 02, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 7,679 | 982 | 0.27% | 0.27% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 7,383 | 944 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 7,323 | 936 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CIBC Asset Management Inc | History | Added to | 7,784 | 922 | 0.0% | 0.0% | 163 | +392 | 5.3% | Q3 2026 | Nov 05, 2026 |
| NewEdge Wealth, LLC | History | No change | 7,184 | 918 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Qtron Investments LLC | History | No change | 7,111 | 909 | 0.12% | 0.12% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 7,040 | 900 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STATE STREET CORP | History | No change | 7,013 | 896 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Blue Trust, Inc. | History | Reduced | 7,506 | 889 | 0.01% | 0.01% | 168 | -46 | -0.61% | Q3 2026 | Oct 15, 2026 |
| AdvisorShares Investments LLC | History | No change | 6,850 | 876 | 0.11% | 0.11% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vident Advisory, LLC | History | No change | 6,755 | 864 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Compound Planning, Inc. | History | No change | 6,726 | 860 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Future Fund LLC | History | No change | 6,602 | 844 | 0.24% | 0.24% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 6,573 | 840 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUMMITRY LLC | History | No change | 6,523 | 834 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 6,814 | 807 | 0.01% | 0.01% | 175 | -844 | -11.02% | Q3 2026 | Oct 26, 2026 |
| O'Brien Greene & Co. Inc | History | No change | 6,317 | 807 | 0.22% | 0.22% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 6,287 | 804 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 6,145 | 786 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caprock Group, LLC | History | No change | 5,903 | 755 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Squarepoint Ops LLC | History | No change | 5,513 | 705 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 5,503 | 703 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 4,927 | 630 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 4,755 | 624 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 4,871 | 623 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 4,912 | 614 | 0.02% | 0.01% | 185 | +1,703 | 53.07% | Q3 2026 | Oct 30, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 4,789 | 612 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GROUPAMA ASSET MANAGMENT | History | No change | 4,696 | 609 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PCM Encore, LLC | History | No change | 4,683 | 598 | 0.11% | 0.11% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 4,942 | 583 | 0.0% | — | 189 | +4,942 | New | Q3 2026 | Oct 27, 2026 |
| Jain Global LLC | History | No change | 4,065 | 519 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 4,272 | 506 | 0.0% | 0.0% | 191 | +178 | 4.35% | Q3 2026 | Nov 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,131 | 490 | 0.0% | 0.0% | 192 | +442 | 11.98% | Q3 2026 | Oct 26, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,776 | 483 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 3,707 | 474 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 3,694 | 472 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 3,661 | 468 | 0.07% | 0.07% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Phraction Management LLC | History | No change | 3,845 | 455 | 0.08% | 0.08% | 197 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | No change | 3,509 | 448 | 0.24% | 0.24% | 198 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,473 | 444 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 3,434 | 439 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 3,514 | 416 | 0.14% | 0.14% | 201 | -24 | -0.68% | Q3 2026 | Oct 16, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,235 | 413 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fielder Capital Group LLC | History | No change | 3,032 | 387 | 0.08% | 0.08% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 2,935 | 375 | 0.11% | 0.11% | 204 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | No change | 2,872 | 367 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 2,856 | 365 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 3,049 | 361 | 0.02% | 0.02% | 207 | +187 | 6.53% | Q3 2026 | Oct 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 3,006 | 356 | 0.01% | 0.01% | 208 | +27 | 0.91% | Q3 2026 | Oct 01, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,930 | 347 | 0.0% | 0.0% | 209 | +25 | 0.86% | Q3 2026 | Oct 23, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 2,856 | 338 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 2,848 | 337 | 0.0% | 0.0% | 211 | -630 | -18.11% | Q3 2026 | Oct 28, 2026 |
| Ballentine Partners, LLC | History | No change | 2,621 | 335 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Savant Capital, LLC | History | No change | 2,609 | 333 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Naviter Wealth, LLC | History | No change | 2,586 | 330 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 2,572 | 328 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 2,557 | 326 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 2,544 | 325 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Genus Capital Management Inc. | History | Reduced | 2,634 | 312 | 0.03% | 0.04% | 218 | -329 | -11.1% | Q3 2026 | Nov 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,431 | 310 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| R Squared Ltd | History | No change | 2,417 | 309 | 0.16% | 0.16% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 2,415 | 308 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | Reduced | 2,570 | 304 | 0.01% | 0.02% | 222 | -815 | -24.08% | Q3 2026 | Oct 26, 2026 |
| Centiva Capital, LP | History | No change | 2,361 | 301 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 2,321 | 296 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prospera Financial Services Inc | History | New | 2,329 | 293 | 0.0% | — | 226 | +2,329 | New | Q3 2026 | Nov 04, 2026 |
| Northside Capital Management, LLC | History | No change | 2,475 | 293 | 0.02% | 0.03% | 225 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| GREENLEAF TRUST | History | No change | 2,430 | 288 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,408 | 285 | 0.05% | 0.06% | 228 | -97 | -3.87% | Q3 2026 | Oct 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 2,223 | 284 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 2,212 | 282 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 2,288 | 271 | 0.0% | 0.0% | 231 | -198 | -7.96% | Q3 2026 | Nov 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,068 | 271 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 2,059 | 263 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cordatus Wealth Management LLC | History | New | 2,187 | 259 | 0.06% | — | 234 | +2,187 | New | Q3 2026 | Oct 19, 2026 |
| Kathmere Capital Management, LLC | History | New | 2,182 | 258 | 0.01% | — | 236 | +2,182 | New | Q3 2026 | Oct 20, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,020 | 258 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 1,980 | 253 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tuttle Capital Management, LLC | History | New | 2,160 | 249 | 0.11% | — | 238 | +2,160 | New | Q3 2026 | Oct 21, 2026 |
| OneAscent Family Office, LLC | History | No change | 1,917 | 245 | 0.12% | 0.12% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Affirmative Financial Network | History | New | 1,910 | 226 | 0.05% | — | 240 | +1,910 | New | Q3 2026 | Oct 21, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,746 | 223 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,728 | 221 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,854 | 219 | 0.0% | 0.01% | 244 | -669 | -26.52% | Q3 2026 | Oct 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 1,714 | 219 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,696 | 216 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,661 | 212 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 1,734 | 205 | 0.01% | 0.01% | 247 | -268 | -13.39% | Q3 2026 | Oct 28, 2026 |
| Engineers Gate Manager LP | History | No change | 1,586 | 202 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 1,575 | 201 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 1,575 | 201 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,534 | 196 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,313 | 167 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,310 | 155 | 0.0% | 0.0% | 253 | -6 | -0.46% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,258 | 149 | 0.0% | 0.0% | 254 | -166 | -11.66% | Q3 2026 | Oct 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,208 | 143 | 0.01% | 0.01% | 255 | +899 | 290.94% | Q3 2026 | Oct 29, 2026 |
| State of Wyoming | History | Reduced | 1,203 | 142 | 0.01% | 0.02% | 257 | -90 | -6.96% | Q3 2026 | Oct 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,200 | 142 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,194 | 141 | 0.01% | 0.01% | 258 | -32 | -2.61% | Q3 2026 | Oct 27, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 945 | 120 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 945 | 120 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,006 | 119 | 0.0% | 0.0% | 261 | +29 | 2.97% | Q3 2026 | Nov 04, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 900 | 115 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 874 | 103 | 0.0% | 0.0% | 263 | -494 | -36.11% | Q3 2026 | Oct 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 874 | 103 | 0.0% | 0.0% | 264 | -46 | -5.0% | Q3 2026 | Oct 16, 2026 |
| Inspire Investing, LLC | History | Added to | 860 | 101 | 0.0% | 0.0% | 265 | +2 | 0.23% | Q3 2026 | Oct 22, 2026 |
| UMB Bank, n.a. | History | No change | 760 | 97 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 800 | 94 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 781 | 92 | 0.0% | 0.0% | 268 | -71 | -8.33% | Q3 2026 | Nov 04, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 758 | 89 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 669 | 85 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 656 | 83 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 499 | 63 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 514 | 60 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MATHER GROUP, LLC. | History | No change | 504 | 59 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 454 | 58 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 445 | 56 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 407 | 52 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 403 | 51 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 396 | 46 | 0.0% | 0.0% | 279 | +175 | 79.19% | Q3 2026 | Oct 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 334 | 42 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | No change | 316 | 40 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Command Advisory Services, Inc. | History | No change | 308 | 39 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Banque Transatlantique SA | History | No change | 399 | 39 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 290 | 34 | 0.01% | 0.01% | 285 | +2 | 0.69% | Q3 2026 | Oct 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 271 | 34 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 259 | 33 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| V-Square Quantitative Management LLC | History | No change | 257 | 30 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 200 | 23 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 177 | 20 | 0.0% | 0.0% | 289 | -13 | -6.84% | Q3 2026 | Oct 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 151 | 19 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 150 | 17 | 0.0% | — | 291 | +150 | New | Q3 2026 | Oct 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 136 | 16 | 0.0% | 0.0% | 292 | +36 | 36.0% | Q3 2026 | Oct 20, 2026 |
| Triumph Capital Management | History | No change | 135 | 16 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 119 | 14 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 111 | 13 | 0.0% | 0.0% | 295 | +72 | 184.62% | Q3 2026 | Oct 20, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 116 | 13 | 0.01% | 0.01% | 297 | +6 | 5.45% | Q3 2026 | Nov 05, 2026 |
| Coston, McIsaac & Partners | History | No change | 102 | 13 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Perspectives, Inc | History | No change | 100 | 11 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 89 | 10 | 0.0% | — | 300 | +89 | New | Q3 2026 | Oct 15, 2026 |
| Smithfield Trust Co | History | No change | 82 | 10 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |