FIRST MERCHANTS CORP - FRME
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.
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| 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 | 5,324,728 | 232,637 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 3,402,832 | 148,669 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,725,742 | 148,211 | 0.03% | 0.03% | 3 | +35,966 | 0.97% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,720,680 | 118,866 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 2,551,308 | 111,466 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| EARNEST PARTNERS LLC | History | No change | 2,174,024 | 94,983 | 0.34% | 0.34% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,670,991 | 73,017 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 1,058,876 | 46,262 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,042,728 | 45,556 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 850,405 | 37,154 | 0.74% | 0.74% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 776,088 | 33,907 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 711,910 | 31,103 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FJ Capital Management LLC | History | No change | 711,425 | 31,082 | 4.03% | 4.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 697,055 | 30,454 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 696,621 | 30,435 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PL Capital Advisors, LLC | History | No change | 686,333 | 29,985 | 8.33% | 8.33% | 16 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHERN TRUST CORP | History | No change | 683,988 | 29,883 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 648,844 | 28,347 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 639,609 | 27,896 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 622,443 | 27,194 | 0.08% | 0.08% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 566,471 | 24,749 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 546,322 | 23,869 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 470,409 | 20,552 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 515,902 | 20,522 | 0.67% | 0.8% | 24 | -6,092 | -1.17% | Q3 2026 | Oct 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 432,341 | 18,888 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 429,606 | 18,769 | 0.33% | 0.33% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 420,996 | 18,393 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 415,568 | 18,156 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 410,238 | 17,923 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 367,005 | 16,034 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 344,504 | 15,051 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 339,054 | 14,813 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 337,897 | 14,762 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 320,319 | 13,994 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 318,618 | 13,920 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 296,414 | 12,950 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empowered Funds, LLC | History | No change | 277,911 | 12,141 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 213,604 | 9,332 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 206,018 | 9,000 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 202,821 | 8,861 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Phocas Financial Corp. | History | No change | 201,603 | 8,808 | 1.22% | 1.22% | 41 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DENALI ADVISORS LLC | History | No change | 194,500 | 8,497 | 0.86% | 0.86% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 206,373 | 8,209 | 0.0% | 0.0% | 43 | +61,158 | 42.12% | Q3 2026 | Nov 02, 2026 |
| Edgestream Partners, L.P. | History | No change | 185,737 | 8,114 | 0.24% | 0.24% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 204,281 | 7,911 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 159,382 | 6,963 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 151,364 | 6,613 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 140,294 | 6,129 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 134,606 | 5,880 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 127,162 | 5,555 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 124,472 | 5,438 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 130,000 | 5,171 | 0.74% | 0.99% | 52 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 116,095 | 5,072 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Numerai GP LLC | History | No change | 115,285 | 5,036 | 0.41% | 0.41% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 114,510 | 5,002 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 111,740 | 4,881 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 111,491 | 4,871 | 0.16% | 0.16% | 57 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 111,720 | 4,849 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneAscent Financial Services LLC | History | No change | 97,810 | 4,273 | 0.2% | 0.2% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 96,682 | 4,224 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 96,450 | 4,213 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Petiole USA ltd | History | No change | 94,047 | 4,108 | 2.95% | 2.95% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 93,609 | 4,090 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 92,890 | 4,058 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 91,158 | 3,982 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 89,476 | 3,909 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 88,773 | 3,878 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 83,274 | 3,638 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 81,592 | 3,564 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 80,081 | 3,498 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 78,574 | 3,432 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Curi Capital, LLC | History | No change | 78,324 | 3,421 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 75,000 | 3,276 | 1.16% | 1.16% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 74,836 | 3,269 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verition Fund Management LLC | History | No change | 74,527 | 3,256 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 72,174 | 3,153 | 0.2% | 0.2% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 71,220 | 3,111 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 69,722 | 3,046 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 69,144 | 3,020 | 0.16% | 0.16% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Financial Bank - Trust Division | History | No change | 75,779 | 3,014 | 0.22% | 0.24% | 80 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Inspire Advisors, LLC | History | No change | 67,888 | 2,977 | 0.21% | 0.21% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 68,021 | 2,971 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 67,873 | 2,965 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 67,265 | 2,938 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ADVISORY RESEARCH INC | History | No change | 65,315 | 2,853 | 0.28% | 0.28% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atom Investors LP | History | No change | 64,208 | 2,805 | 0.25% | 0.25% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 63,561 | 2,776 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 63,215 | 2,761 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 56,918 | 2,486 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 55,686 | 2,432 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Round Hill Asset Management | History | No change | 54,531 | 2,382 | 1.5% | 1.5% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 53,763 | 2,348 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 58,057 | 2,309 | 0.54% | 0.65% | 93 | -12 | -0.02% | Q3 2026 | Nov 02, 2026 |
| HRT FINANCIAL LP | History | No change | 52,084 | 2,275 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 51,564 | 2,252 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 49,198 | 2,149 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 47,176 | 2,061 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 46,303 | 1,841 | 0.0% | 0.0% | 98 | -44,006 | -48.73% | Q3 2026 | Nov 04, 2026 |
| Engineers Gate Manager LP | History | No change | 42,082 | 1,838 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 40,266 | 1,758 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 42,852 | 1,704 | 0.02% | 0.02% | 101 | +7,656 | 21.75% | Q3 2026 | Oct 27, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 38,013 | 1,660 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 41,164 | 1,637 | 1.5% | 1.57% | 103 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Point72 Asset Management, L.P. | History | No change | 35,203 | 1,538 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 34,502 | 1,507 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STRS OHIO | History | Added to | 36,900 | 1,467 | 0.01% | 0.0% | 106 | +9,800 | 36.16% | Q3 2026 | Oct 30, 2026 |
| Rafferty Asset Management, LLC | History | No change | 32,416 | 1,416 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 31,453 | 1,374 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 31,235 | 1,364 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 33,509 | 1,332 | 0.02% | 0.02% | 110 | +4,777 | 16.63% | Q3 2026 | Oct 13, 2026 |
| Odyssean, LLC | History | No change | 30,458 | 1,330 | 0.22% | 0.22% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 30,363 | 1,326 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 29,504 | 1,289 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 29,339 | 1,281 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 27,687 | 1,209 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 27,675 | 1,209 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 30,391 | 1,203 | 0.0% | 0.0% | 117 | +10,420 | 52.18% | Q3 2026 | Oct 13, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 27,500 | 1,201 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 27,284 | 1,192 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 26,814 | 1,171 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 26,797 | 1,170 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 26,574 | 1,161 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waterfront Wealth Inc. | History | Added to | 28,698 | 1,150 | 0.18% | 0.19% | 123 | +258 | 0.91% | Q3 2026 | Nov 03, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 28,415 | 1,130 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 27,352 | 1,088 | 0.0% | 0.0% | 125 | -324 | -1.17% | Q3 2026 | Nov 02, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 26,676 | 1,085 | 0.02% | 0.02% | 126 | +575 | 2.2% | Q3 2026 | Oct 26, 2026 |
| Allianz Asset Management GmbH | History | No change | 24,360 | 1,064 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Minerva Advisors LLC | History | No change | 23,662 | 1,033 | 0.65% | 0.65% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 25,431 | 1,011 | 0.02% | 0.05% | 129 | -31,853 | -55.61% | Q3 2026 | Oct 16, 2026 |
| BCGM Wealth Management, LLC | History | No change | 22,645 | 989 | 0.21% | 0.21% | 130 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 22,481 | 982 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 22,005 | 961 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 21,887 | 956 | 0.09% | 0.09% | 133 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Freestone Grove Partners LP | History | No change | 21,313 | 931 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 20,981 | 916 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 19,367 | 846 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 21,152 | 841 | 0.06% | 0.06% | 137 | +1,177 | 5.89% | Q3 2026 | Oct 22, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 18,792 | 821 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 18,323 | 800 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brevan Howard Capital Management LP | History | No change | 18,054 | 788 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 17,716 | 774 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 17,637 | 770 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aquatic Capital Management LLC | History | No change | 17,251 | 753 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 16,855 | 736 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 16,721 | 730 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 16,705 | 729 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 18,445 | 720 | 0.02% | 0.03% | 147 | -3,325 | -15.27% | Q3 2026 | Oct 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 16,391 | 716 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 16,224 | 708 | 0.12% | 0.12% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arizona State Retirement System | History | Added to | 17,748 | 706 | 0.0% | 0.0% | 150 | +275 | 1.57% | Q3 2026 | Nov 03, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 15,496 | 677 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 15,294 | 668 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 15,241 | 665 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 14,969 | 653 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 14,953 | 653 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 14,431 | 630 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 15,228 | 605 | 0.08% | 0.09% | 157 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 13,817 | 603 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 13,800 | 602 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 14,632 | 582 | 0.0% | 0.0% | 160 | +27 | 0.18% | Q3 2026 | Nov 02, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 13,889 | 552 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 12,500 | 546 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 12,493 | 545 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Venture Visionary Partners LLC | History | Added to | 13,662 | 543 | 0.01% | 0.02% | 164 | +100 | 0.74% | Q3 2026 | Oct 07, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 12,121 | 529 | 0.18% | 0.18% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 11,987 | 523 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 11,883 | 519 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 11,210 | 489 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Watershed Asset Management, L.L.C. | History | No change | 11,139 | 486 | 0.43% | 0.43% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Added to | 12,101 | 481 | 0.0% | 0.01% | 170 | +83 | 0.69% | Q3 2026 | Oct 28, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 10,904 | 476 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EJF Capital LP | History | No change | 10,632 | 464 | 0.31% | 0.31% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 10,470 | 457 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,469 | 456 | 0.0% | 0.01% | 174 | +1 | 0.01% | Q3 2026 | Oct 30, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 10,088 | 440 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 9,948 | 434 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Larson Financial Group LLC | History | No change | 9,574 | 418 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONNABLE OFFICE INC | History | No change | 9,430 | 411 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 9,403 | 410 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 9,137 | 399 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Centiva Capital, LP | History | No change | 9,122 | 398 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 9,498 | 377 | 0.07% | 0.06% | 182 | +1,791 | 23.24% | Q3 2026 | Oct 28, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 8,487 | 370 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 8,354 | 364 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pictet Asset Management Holding SA | History | No change | 8,911 | 354 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,770 | 339 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Waverly Advisors, LLC | History | No change | 7,724 | 337 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 8,455 | 336 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| &PARTNERS | History | No change | 7,682 | 335 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | No change | 8,418 | 334 | 0.08% | 0.08% | 190 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 8,241 | 328 | 0.0% | 0.0% | 191 | -1,954 | -19.17% | Q3 2026 | Nov 02, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 8,215 | 326 | 0.01% | 0.01% | 193 | +1,798 | 28.02% | Q3 2026 | Nov 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 8,197 | 326 | 0.0% | 0.0% | 192 | +217 | 2.72% | Q3 2026 | Nov 04, 2026 |
| DRW Securities, LLC | History | No change | 7,444 | 325 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 7,235 | 316 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Added to | 7,933 | 315 | 0.06% | 0.05% | 196 | +1,217 | 18.12% | Q3 2026 | Oct 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 7,857 | 312 | 0.0% | 0.01% | 197 | -162,247 | -95.38% | Q3 2026 | Oct 28, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 7,114 | 310 | 0.06% | 0.06% | 198 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 6,849 | 299 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 6,800 | 297 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDS Planning, Inc | History | No change | 7,335 | 291 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Quadrature Capital Ltd | History | No change | 6,249 | 273 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Zhang Financial LLC | History | No change | 6,258 | 273 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | New | 6,786 | 269 | 0.01% | — | 205 | +6,786 | New | Q3 2026 | Oct 23, 2026 |
| Holocene Advisors, LP | History | No change | 6,168 | 269 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 6,470 | 257 | 0.01% | — | 206 | +6,470 | New | Q3 2026 | Oct 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,782 | 252 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 5,770 | 252 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 6,080 | 241 | 0.06% | 0.07% | 209 | +54 | 0.9% | Q3 2026 | Oct 26, 2026 |
| Gotham Asset Management, LLC | History | No change | 5,511 | 240 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Reduced | 5,945 | 236 | 0.0% | 0.0% | 211 | -201 | -3.27% | Q3 2026 | Nov 03, 2026 |
| Man Group plc | History | No change | 5,244 | 229 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 5,602 | 222 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| VestGen Advisors, LLC | History | Added to | 5,511 | 219 | 0.01% | 0.01% | 214 | +69 | 1.27% | Q3 2026 | Oct 27, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 5,465 | 217 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,931 | 215 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | No change | 4,906 | 214 | 0.11% | 0.11% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | New | 5,290 | 210 | 0.02% | — | 218 | +5,290 | New | Q3 2026 | Oct 19, 2026 |
| Merit Financial Group, LLC | History | No change | 4,783 | 208 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | No change | 4,342 | 189 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,070 | 177 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 2,960 | 117 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| KBC Group NV | History | No change | 2,169 | 86 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Capital Analysts, LLC | History | No change | 1,800 | 79 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ancora Advisors LLC | History | No change | 1,791 | 78 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,938 | 77 | 0.0% | 0.0% | 226 | +121 | 6.66% | Q3 2026 | Oct 23, 2026 |
| Blue Trust, Inc. | History | No change | 1,784 | 70 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| GAMMA Investing LLC | History | Added to | 1,727 | 68 | 0.0% | 0.0% | 228 | +324 | 23.09% | Q3 2026 | Oct 08, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 1,528 | 61 | 0.0% | — | 229 | +1,528 | New | Q3 2026 | Oct 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 1,217 | 53 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GGM Financial LLC | History | Reduced | 1,288 | 51 | 0.02% | 0.03% | 231 | -451 | -25.93% | Q3 2026 | Nov 05, 2026 |
| Caldwell Trust Co | History | No change | 1,300 | 51 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,226 | 48 | 0.0% | 0.0% | 233 | -58 | -4.52% | Q3 2026 | Oct 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,138 | 45 | 0.0% | 0.0% | 234 | -127 | -10.04% | Q3 2026 | Oct 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 978 | 42 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 902 | 35 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 798 | 34 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 715 | 31 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 724 | 31 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 745 | 29 | 0.0% | 0.0% | 240 | +130 | 21.14% | Q3 2026 | Oct 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 650 | 25 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 625 | 24 | 0.0% | 0.0% | 242 | -1 | -0.16% | Q3 2026 | Nov 04, 2026 |
| Versant Capital Management, Inc | History | Added to | 577 | 22 | 0.0% | 0.0% | 243 | +219 | 61.17% | Q3 2026 | Oct 01, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 480 | 20 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 470 | 20 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 435 | 19 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 435 | 19 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 440 | 19 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | New | 454 | 18 | 0.0% | — | 249 | +454 | New | Q3 2026 | Oct 21, 2026 |
| ASSETMARK, INC | History | Added to | 429 | 17 | 0.0% | 0.0% | 250 | +8 | 1.9% | Q3 2026 | Oct 21, 2026 |
| Covestor Ltd | History | Reduced | 384 | 16 | 0.01% | 0.02% | 252 | -376 | -49.47% | Q3 2026 | Oct 30, 2026 |
| CX Institutional | History | Added to | 412 | 16 | 0.0% | 0.0% | 251 | +4 | 0.98% | Q3 2026 | Oct 02, 2026 |
| Westside Investment Management, Inc. | History | No change | 390 | 15 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Nykredit A/S | History | No change | 347 | 15 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| JPL Wealth Management, LLC | History | No change | 350 | 15 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Added to | 375 | 14 | 0.01% | 0.01% | 258 | +18 | 5.04% | Q3 2026 | Oct 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 323 | 14 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 332 | 14 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 321 | 12 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Parallel Advisors, LLC | History | Reduced | 286 | 11 | 0.0% | 0.0% | 260 | -141 | -33.02% | Q3 2026 | Nov 03, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 281 | 11 | 0.0% | 0.0% | 261 | +79 | 39.11% | Q3 2026 | Oct 26, 2026 |
| Inspire Investing, LLC | History | Reduced | 261 | 10 | 0.0% | 0.03% | 263 | -15,588 | -98.35% | Q3 2026 | Oct 22, 2026 |
| IFP Advisors, Inc | History | No change | 262 | 10 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| True Wealth Design, LLC | History | Added to | 183 | 7 | 0.0% | 0.0% | 264 | +30 | 19.61% | Q3 2026 | Oct 13, 2026 |
| CENTRAL TRUST Co | History | No change | 147 | 6 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kilter Group LLC | History | No change | 141 | 6 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ascentis Wealth Management, LLC | History | New | 149 | 5 | 0.0% | — | 273 | +149 | New | Q3 2026 | Nov 03, 2026 |
| Fortitude Family Office, LLC | History | Added to | 141 | 5 | 0.0% | 0.0% | 269 | +60 | 74.07% | Q3 2026 | Oct 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 123 | 5 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 126 | 5 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Quarry LP | History | No change | 128 | 5 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | No change | 133 | 5 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BFC Planning, Inc. | History | No change | 123 | 5 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| BESSEMER GROUP INC | History | No change | 100 | 4 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GK Wealth Management LLC | History | New | 76 | 3 | 0.0% | — | 276 | +76 | New | Q3 2026 | Oct 09, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CVA Family Office, LLC | History | No change | 54 | 2 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bell Investment Advisors, Inc | History | No change | 64 | 2 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 33 | 1 | 0.0% | — | 289 | +33 | New | Q3 2026 | Oct 30, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 50 | 1 | 0.0% | 0.0% | 280 | +20 | 66.67% | Q3 2026 | Oct 27, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 41 | 1 | 0.0% | — | 285 | +19 | 86.36% | Q3 2026 | Oct 27, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 41 | 1 | 0.0% | 0.0% | 286 | -2 | -4.65% | Q3 2026 | Oct 19, 2026 |
| Clearstead Advisors, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD Capital Management LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 42 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Rialto Wealth Management, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WPG Advisers, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -74,933 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Vest Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -42,174 | -100.0% | Q3 2026 | Oct 21, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -23,700 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Goelzer Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,389 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,332 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,091 | -100.0% | Q3 2026 | Oct 13, 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,675 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Directional Asset Management | History | Closed out | 0 | 0 | — | 0.17% | — | -4,664 | -100.0% | Q3 2026 | Oct 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2026 | Oct 05, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2026 | Oct 30, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Oct 27, 2026 |