FEDERAL REALTY INVESTMENT TRUST - FRT
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 | 10,151,866 | 1,253,146 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 7,174,812 | 885,658 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 6,350,252 | 783,875 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| NORGES BANK | History | No change | 5,594,536 | 690,589 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 5,406,602 | 667,390 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Resolution Capital Ltd | History | No change | 3,167,773 | 391,029 | 7.19% | 7.19% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 2,537,702 | 313,253 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,529,007 | 312,180 | 0.11% | 0.11% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,332,621 | 287,469 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 1,792,044 | 221,211 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,658,404 | 204,713 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,520,856 | 191,247 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,535,361 | 189,524 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 1,344,848 | 145,633 | 0.21% | 0.26% | 14 | -119,103 | -8.14% | Q3 2026 | Oct 28, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,287,299 | 139,405 | 0.03% | 0.03% | 15 | +1,652 | 0.13% | Q3 2026 | Nov 04, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 922,123 | 121,224 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | No change | 886,098 | 109,380 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 854,603 | 105,492 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 874,763 | 104,859 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 753,975 | 93,070 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 715,033 | 88,263 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 683,187 | 84,332 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | No change | 666,635 | 82,289 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 643,199 | 79,396 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 564,681 | 69,704 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 558,833 | 68,982 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 552,107 | 68,152 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 551,755 | 68,108 | 0.08% | 0.08% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 484,702 | 59,831 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 464,010 | 57,277 | 0.12% | 0.12% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 448,206 | 55,326 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 379,633 | 46,861 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 376,670 | 46,496 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 359,357 | 44,359 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | No change | 351,830 | 43,429 | 0.6% | 0.6% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 350,065 | 43,212 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 349,419 | 43,132 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vest Financial, LLC | History | Reduced | 391,868 | 42,435 | 0.45% | 0.57% | 38 | -45,084 | -10.32% | Q3 2026 | Oct 21, 2026 |
| SEI INVESTMENTS CO | History | No change | 342,268 | 42,249 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 328,269 | 40,521 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | No change | 302,367 | 37,324 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 298,343 | 36,827 | 0.09% | 0.09% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 287,966 | 35,546 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 281,858 | 34,866 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 275,653 | 34,026 | 0.52% | 0.52% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | No change | 274,728 | 33,912 | 0.1% | 0.1% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 274,067 | 33,831 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| APG Asset Management US Inc. | History | No change | 269,876 | 32,495 | 0.23% | 0.23% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 287,520 | 31,135 | 0.86% | 0.89% | 49 | +12,824 | 4.67% | Q3 2026 | Nov 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 251,873 | 31,091 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 246,385 | 30,901 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 277,867 | 30,090 | 0.03% | 0.03% | 52 | +38,431 | 16.05% | Q3 2026 | Nov 02, 2026 |
| CITIGROUP INC | History | Reduced | 269,593 | 29,194 | 0.01% | 0.01% | 53 | -44,618 | -14.2% | Q3 2026 | Nov 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 235,395 | 29,059 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 225,888 | 27,883 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Adelante Capital Management LLC | History | No change | 222,622 | 27,480 | 1.81% | 1.81% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 209,045 | 25,804 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 195,907 | 24,182 | 0.18% | 0.18% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 194,525 | 24,012 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 193,111 | 23,837 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 210,586 | 22,804 | 0.01% | 0.01% | 61 | +3,937 | 1.91% | Q3 2026 | Nov 04, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 181,761 | 22,436 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | History | No change | 200,000 | 21,658 | 0.7% | 0.78% | 63 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 171,271 | 21,141 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 170,933 | 21,099 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 162,154 | 20,016 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 160,202 | 19,775 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 159,961 | 19,745 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 158,523 | 19,568 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RWC Asset Management LLP | History | Added to | 179,074 | 19,391 | 0.72% | 0.82% | 70 | +3,697 | 2.11% | Q3 2026 | Oct 22, 2026 |
| Swiss National Bank | History | No change | 155,800 | 19,231 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Amundi | History | No change | 151,896 | 18,750 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jain Global LLC | History | No change | 151,787 | 18,736 | 0.07% | 0.07% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 148,600 | 18,343 | 0.08% | 0.08% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | No change | 147,617 | 18,221 | 0.29% | 0.29% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CIBC Asset Management Inc | History | Added to | 162,205 | 17,565 | 0.04% | 0.04% | 76 | +7,864 | 5.1% | Q3 2026 | Nov 05, 2026 |
| SG Americas Securities, LLC | History | No change | 138,244 | 17,065 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 137,397 | 16,960 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UniSuper Management Pty Ltd | History | Reduced | 149,528 | 16,192 | 0.08% | 0.1% | 79 | -12,073 | -7.47% | Q3 2026 | Oct 26, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 129,096 | 16,045 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 125,358 | 15,474 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Creative Planning | History | Added to | 138,724 | 15,022 | 0.01% | 0.01% | 82 | +27,356 | 24.56% | Q3 2026 | Nov 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 121,670 | 15,018 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 119,750 | 14,781 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 134,729 | 14,589 | 0.04% | 0.04% | 85 | +10,858 | 8.77% | Q3 2026 | Oct 27, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 133,409 | 14,446 | 0.01% | 0.01% | 86 | -14,945 | -10.07% | Q3 2026 | Nov 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 117,018 | 14,445 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 133,285 | 14,433 | 0.02% | 0.01% | 88 | +36,947 | 38.35% | Q3 2026 | Oct 20, 2026 |
| IEQ CAPITAL, LLC | History | No change | 114,715 | 14,160 | 0.07% | 0.07% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 113,600 | 14,022 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 125,746 | 13,616 | 0.02% | 0.02% | 91 | -2,155 | -1.68% | Q3 2026 | Oct 30, 2026 |
| Mariner, LLC | History | No change | 108,798 | 13,431 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 108,188 | 13,354 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | No change | 106,401 | 13,134 | 0.11% | 0.11% | 94 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | No change | 102,685 | 12,675 | 0.57% | 0.57% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 116,675 | 12,634 | 0.01% | 0.01% | 96 | -13,953 | -10.68% | Q3 2026 | Oct 29, 2026 |
| Fisher Asset Management, LLC | History | No change | 101,290 | 12,503 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STRS OHIO | History | Added to | 115,257 | 12,481 | 0.05% | 0.04% | 98 | +37,670 | 48.55% | Q3 2026 | Oct 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 115,561 | 12,273 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 99,405 | 12,270 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 95,753 | 11,819 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 95,034 | 11,727 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 91,690 | 11,318 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Blue Sparrow, LLC /DE | History | No change | 90,950 | 11,226 | 0.11% | 0.11% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | No change | 90,572 | 11,180 | 0.1% | 0.1% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 90,479 | 11,168 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 88,567 | 10,932 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 87,277 | 10,773 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 85,753 | 10,585 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 83,606 | 10,320 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Verition Fund Management LLC | History | No change | 81,465 | 10,056 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 91,288 | 9,885 | 0.05% | 0.05% | 112 | +7,984 | 9.58% | Q3 2026 | Nov 03, 2026 |
| Hazelview Securities Inc. | History | No change | 80,690 | 9,819 | 1.36% | 1.36% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 78,993 | 9,753 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 78,494 | 9,689 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 88,952 | 9,632 | 0.3% | 0.31% | 116 | +9,162 | 11.48% | Q3 2026 | Oct 28, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 77,852 | 9,610 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PGGM Investments | History | No change | 76,064 | 9,389 | 0.23% | 0.23% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Masterton Capital Management, LP | History | No change | 75,246 | 9,288 | 7.87% | 7.87% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 75,066 | 9,266 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 71,500 | 8,825 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 68,038 | 8,398 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 67,679 | 8,354 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 76,223 | 8,254 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 65,737 | 8,114 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 73,489 | 7,958 | 0.09% | 0.11% | 126 | -9,019 | -10.93% | Q3 2026 | Oct 22, 2026 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | No change | 64,151 | 7,918 | 0.51% | 0.51% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 61,458 | 7,586 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 58,188 | 7,182 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Wealth | History | No change | 56,359 | 6,957 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 56,191 | 6,936 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 54,864 | 6,772 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 54,020 | 6,770 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Retirement Systems of Alabama | History | Added to | 60,538 | 6,555 | 0.02% | 0.02% | 134 | +238 | 0.39% | Q3 2026 | Nov 04, 2026 |
| MACQUARIE GROUP LTD | History | No change | 51,525 | 6,356 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 51,422 | 6,347 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 51,202 | 6,320 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 57,704 | 6,249 | 0.01% | 0.01% | 138 | -7,480 | -11.48% | Q3 2026 | Oct 22, 2026 |
| FIL Ltd | History | No change | 48,640 | 6,004 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | Added to | 55,100 | 5,966 | 0.18% | 0.19% | 140 | +1,600 | 2.99% | Q3 2026 | Nov 03, 2026 |
| JB Capital LLC | History | Added to | 52,143 | 5,646 | 0.19% | 0.22% | 141 | +1,338 | 2.63% | Q3 2026 | Oct 19, 2026 |
| Kinloch Capital, LLC | History | No change | 45,415 | 5,606 | 2.05% | 2.05% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 44,003 | 5,502 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABC ARBITRAGE SA | History | Added to | 50,661 | 5,486 | 0.54% | 0.14% | 144 | +40,365 | 392.05% | Q3 2026 | Oct 23, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 50,531 | 5,471 | 0.06% | 0.06% | 145 | +97 | 0.19% | Q3 2026 | Oct 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 44,213 | 5,457 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 44,071 | 5,444 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 43,563 | 5,377 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 42,226 | 5,212 | 0.08% | 0.08% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | No change | 41,161 | 5,080 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 53,310 | 4,817 | 0.01% | 0.01% | 151 | +1,550 | 2.99% | Q3 2026 | Oct 13, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 38,617 | 4,766 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 38,294 | 4,727 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 37,667 | 4,649 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 42,527 | 4,605 | 0.01% | 0.01% | 155 | +1,560 | 3.81% | Q3 2026 | Oct 29, 2026 |
| Treasurer of the State of North Carolina | History | No change | 36,476 | 4,503 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 36,309 | 4,481 | 0.12% | 0.12% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 36,255 | 4,475 | 0.29% | 0.29% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 1832 Asset Management L.P. | History | No change | 35,450 | 4,375 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vert Asset Management LLC | History | Reduced | 39,599 | 4,288 | 1.27% | 1.37% | 160 | -1,079 | -2.65% | Q3 2026 | Oct 28, 2026 |
| New Insight Wealth Advisors | History | No change | 33,641 | 4,152 | 1.22% | 1.22% | 161 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 33,336 | 4,115 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 32,911 | 4,062 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | No change | 32,370 | 3,995 | 0.12% | 0.12% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 32,112 | 3,963 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Entropy Technologies, LP | History | No change | 31,682 | 3,910 | 0.16% | 0.16% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 31,537 | 3,894 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 35,713 | 3,867 | 0.01% | 0.01% | 168 | +4,531 | 14.53% | Q3 2026 | Oct 28, 2026 |
| Oak Thistle LLC | History | Added to | 35,535 | 3,848 | 0.35% | 0.28% | 169 | +12,029 | 51.17% | Q3 2026 | Oct 21, 2026 |
| Vanguard National Trust Co | History | No change | 30,530 | 3,768 | 0.21% | 0.21% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 30,027 | 3,706 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Carrera Capital Advisors | History | Added to | 33,776 | 3,657 | 0.52% | 0.54% | 172 | +4,364 | 14.84% | Q3 2026 | Nov 03, 2026 |
| TORONTO DOMINION BANK | History | No change | 29,338 | 3,620 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | No change | 28,406 | 3,506 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 28,086 | 3,466 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 28,063 | 3,464 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEOS Investment Management LLC | History | Added to | 32,127 | 3,441 | 0.01% | 0.01% | 177 | +2,220 | 7.42% | Q3 2026 | Nov 04, 2026 |
| STANCE CAPITAL LLC | History | No change | 27,732 | 3,423 | 1.04% | 1.04% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 27,596 | 3,406 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 27,136 | 3,349 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 30,769 | 3,331 | 0.08% | 0.09% | 181 | +1,175 | 3.97% | Q3 2026 | Oct 22, 2026 |
| Quadrature Capital Ltd | History | No change | 26,276 | 3,243 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Handelsbanken Fonder AB | History | No change | 25,600 | 3,160 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd | History | Reduced | 27,879 | 3,019 | 0.29% | 0.45% | 184 | -9,009 | -24.42% | Q3 2026 | Oct 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 23,356 | 2,883 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 23,284 | 2,874 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 23,462 | 2,869 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 22,965 | 2,834 | 0.04% | 0.04% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Machina Capital S.A.S. | History | No change | 22,835 | 2,818 | 0.45% | 0.45% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 22,710 | 2,803 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 22,491 | 2,776 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Metis Global Partners, LLC | History | No change | 21,928 | 2,706 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALLSTATE CORP | History | No change | 20,637 | 2,547 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Czech National Bank | History | Added to | 22,968 | 2,487 | 0.01% | 0.02% | 194 | +591 | 2.64% | Q3 2026 | Oct 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 22,646 | 2,452 | 0.02% | 0.02% | 195 | +1,705 | 8.14% | Q3 2026 | Nov 04, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 21,955 | 2,377 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Diversified Trust Co | History | No change | 19,220 | 2,372 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arizona State Retirement System | History | Added to | 21,894 | 2,370 | 0.01% | 0.01% | 198 | +468 | 2.18% | Q3 2026 | Nov 03, 2026 |
| IMC-Chicago, LLC | History | No change | 18,757 | 2,315 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 18,677 | 2,305 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 18,000 | 2,221 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 20,124 | 2,179 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 17,532 | 2,164 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 17,307 | 2,136 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Inspire Investing, LLC | History | Added to | 19,524 | 2,114 | 0.09% | 0.06% | 205 | +7,232 | 58.84% | Q3 2026 | Oct 22, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 19,106 | 2,068 | 0.52% | 0.55% | 206 | +1,456 | 8.25% | Q3 2026 | Oct 26, 2026 |
| BROWN ADVISORY INC | History | No change | 16,654 | 2,055 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 16,650 | 2,055 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 16,238 | 2,004 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlTi Global, Inc. | History | No change | 16,232 | 2,003 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 16,166 | 1,995 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 18,113 | 1,961 | 0.04% | — | 212 | +18,113 | New | Q3 2026 | Oct 16, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 15,883 | 1,960 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GeoWealth Management, LLC | History | No change | 15,660 | 1,933 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GRS Advisors, LLC | History | No change | 15,479 | 1,910 | 0.16% | 0.16% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | History | No change | 15,464 | 1,908 | 0.07% | 0.07% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestcor Inc | History | No change | 15,297 | 1,888 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOKF, NA | History | Added to | 17,424 | 1,886 | 0.03% | 0.03% | 218 | +204 | 1.18% | Q3 2026 | Oct 27, 2026 |
| Xcel Wealth Management, LLC | History | Reduced | 17,371 | 1,881 | 0.47% | 0.54% | 219 | -808 | -4.44% | Q3 2026 | Oct 26, 2026 |
| IFM Investors Pty Ltd | History | Added to | 17,278 | 1,871 | 0.01% | 0.01% | 220 | +3,188 | 22.63% | Q3 2026 | Oct 13, 2026 |
| NATIXIS | History | No change | 15,017 | 1,853 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 14,726 | 1,818 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 16,564 | 1,793 | 0.0% | 0.0% | 223 | -295 | -1.75% | Q3 2026 | Nov 03, 2026 |
| Erste Asset Management GmbH | History | No change | 14,300 | 1,793 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 15,143 | 1,635 | 0.0% | 0.0% | 225 | +3,462 | 29.64% | Q3 2026 | Nov 04, 2026 |
| Sigma Planning Corp | History | Added to | 15,077 | 1,632 | 0.04% | 0.05% | 226 | +283 | 1.91% | Q3 2026 | Oct 23, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 13,206 | 1,630 | 0.26% | 0.26% | 227 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Summit Trail Advisors, LLC | History | No change | 13,107 | 1,617 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Utah Retirement Systems | History | No change | 12,999 | 1,604 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 12,861 | 1,587 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Achmea Investment Management B.V. | History | New | 14,577 | 1,579 | 0.01% | — | 231 | +14,577 | New | Q3 2026 | Oct 30, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 12,582 | 1,553 | 0.15% | 0.15% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INCEPTIONR LLC | History | No change | 12,609 | 1,542 | 0.38% | 0.38% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | Added to | 14,209 | 1,538 | 0.01% | 0.02% | 234 | +156 | 1.11% | Q3 2026 | Oct 15, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | No change | 12,452 | 1,537 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 13,951 | 1,511 | 0.01% | 0.01% | 237 | -186 | -1.32% | Q3 2026 | Oct 23, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 12,247 | 1,511 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marshall Financial Group, LLC | History | No change | 12,249 | 1,511 | 0.22% | 0.22% | 238 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Horizon Investments, LLC | History | No change | 12,325 | 1,507 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Edgestream Partners, L.P. | History | No change | 12,146 | 1,499 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Financial, LLC | History | No change | 11,805 | 1,457 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XPONANCE LLC | History | Added to | 13,036 | 1,411 | 0.01% | 0.01% | 242 | +1,177 | 9.92% | Q3 2026 | Nov 03, 2026 |
| Blackhawk Capital Partners, LLC | History | No change | 11,269 | 1,391 | 0.45% | 0.45% | 243 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 11,240 | 1,387 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SummitTX Capital, L.P. | History | No change | 11,093 | 1,369 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 12,310 | 1,333 | 0.0% | 0.0% | 246 | -2,211 | -15.23% | Q3 2026 | Nov 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 12,124 | 1,312 | 0.0% | 0.0% | 247 | -38 | -0.31% | Q3 2026 | Oct 20, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 12,066 | 1,306 | 0.02% | 0.03% | 248 | -538 | -4.27% | Q3 2026 | Nov 03, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 11,706 | 1,267 | 0.15% | 0.23% | 249 | -3,918 | -25.08% | Q3 2026 | Nov 02, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 10,147 | 1,252 | 0.06% | 0.06% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Employees Retirement System of Texas | History | No change | 10,138 | 1,251 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 10,083 | 1,244 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 11,365 | 1,230 | 0.02% | 0.03% | 253 | -819 | -6.72% | Q3 2026 | Nov 03, 2026 |
| Huntleigh Advisors, Inc. | History | New | 11,347 | 1,228 | 0.17% | — | 254 | +11,347 | New | Q3 2026 | Nov 03, 2026 |
| Atom Investors LP | History | No change | 9,854 | 1,216 | 0.11% | 0.11% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 9,787 | 1,208 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 9,760 | 1,204 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 9,708 | 1,198 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ING GROEP NV | History | No change | 9,666 | 1,193 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empire Financial Management Company, LLC | History | No change | 9,652 | 1,191 | 0.47% | 0.47% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sivia Capital Partners, LLC | History | No change | 9,525 | 1,175 | 0.14% | 0.14% | 261 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| National Philanthropic Trust | History | No change | 9,485 | 1,170 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 9,424 | 1,163 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pathstone Holdings, LLC | History | No change | 9,354 | 1,162 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFW Advisors LLC | History | Reduced | 10,582 | 1,145 | 0.34% | 0.38% | 265 | -41 | -0.39% | Q3 2026 | Oct 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,525 | 1,140 | 0.0% | 0.0% | 266 | -1,086 | -9.35% | Q3 2026 | Nov 02, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 9,129 | 1,126 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 9,116 | 1,125 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanderbilt University | History | Added to | 10,388 | 1,124 | 0.14% | 0.16% | 269 | +1,148 | 12.42% | Q3 2026 | Nov 02, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,105 | 1,123 | 0.03% | 0.03% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Friedenthal Financial | History | New | 10,300 | 1,115 | 0.48% | — | 271 | +10,300 | New | Q3 2026 | Oct 27, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Added to | 10,215 | 1,106 | 0.2% | 0.21% | 272 | +507 | 5.22% | Q3 2026 | Oct 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 8,917 | 1,100 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 9,879 | 1,069 | 0.01% | 0.01% | 274 | +200 | 2.07% | Q3 2026 | Oct 29, 2026 |
| Belpointe Asset Management LLC | History | No change | 8,639 | 1,066 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 8,639 | 1,066 | 0.12% | 0.12% | 276 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 8,634 | 1,065 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Norinchukin Bank, The | History | No change | 8,539 | 1,054 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 9,700 | 1,050 | 0.2% | 0.23% | 279 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Bull Harbor Capital LLC | History | No change | 8,499 | 1,049 | 0.2% | 0.2% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 8,440 | 1,041 | 0.04% | 0.04% | 281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Neuberger Berman Group LLC | History | No change | 8,292 | 1,017 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 9,299 | 1,010 | 0.02% | 0.03% | 283 | -2,550 | -21.52% | Q3 2026 | Oct 26, 2026 |
| GROUPAMA ASSET MANAGMENT | History | No change | 7,908 | 991 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 7,960 | 982 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fort Point Capital Partners LLC | History | No change | 7,911 | 976 | 0.07% | 0.07% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 7,802 | 963 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 7,685 | 948 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 7,384 | 911 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 8,400 | 909 | 0.01% | — | 290 | +8,400 | New | Q3 2026 | Oct 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 8,231 | 891 | 0.01% | 0.01% | 291 | +61 | 0.75% | Q3 2026 | Oct 23, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 7,204 | 889 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Frec Markets, Inc. | History | No change | 7,150 | 882 | 0.08% | 0.08% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 7,067 | 872 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 7,038 | 868 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AR ASSET MANAGEMENT INC | History | No change | 7,000 | 864 | 0.16% | 0.16% | 296 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,994 | 863 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | History | No change | 6,958 | 858 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 6,896 | 851 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 7,849 | 849 | 0.0% | 0.0% | 300 | +26 | 0.33% | Q3 2026 | Nov 03, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 6,711 | 828 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fairtree Asset Management (Pty) Ltd | History | No change | 6,708 | 828 | 0.32% | 0.32% | 302 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 6,690 | 825 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SlateStone Wealth, LLC | History | No change | 6,555 | 809 | 0.06% | 0.06% | 304 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 7,626 | 804 | 0.02% | 0.02% | 305 | +265 | 3.6% | Q3 2026 | Oct 09, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 6,518 | 804 | 0.05% | 0.05% | 306 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,412 | 802 | 0.0% | 0.0% | 307 | +1,373 | 22.74% | Q3 2026 | Oct 23, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 7,335 | 794 | 0.2% | 0.22% | 308 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,411 | 791 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,218 | 781 | 0.0% | 0.0% | 310 | -489 | -6.34% | Q3 2026 | Nov 02, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 7,054 | 763 | 0.01% | 0.01% | 312 | +300 | 4.44% | Q3 2026 | Oct 13, 2026 |
| STONERIDGE INVESTMENT PARTNERS LLC | History | No change | 6,152 | 763 | 0.5% | 0.5% | 311 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pacer Advisors, Inc. | History | No change | 6,179 | 763 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 6,169 | 761 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,122 | 755 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 6,837 | 740 | 0.11% | 0.15% | 317 | -64 | -0.93% | Q3 2026 | Nov 02, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 5,998 | 740 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 6,765 | 732 | 0.01% | 0.01% | 318 | +1,228 | 22.18% | Q3 2026 | Oct 27, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 5,890 | 727 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 6,705 | 726 | 0.21% | 0.24% | 320 | -3 | -0.04% | Q3 2026 | Oct 19, 2026 |
| Sterling Capital Management LLC | History | Reduced | 26,691 | 717 | 0.01% | 0.01% | 321 | -106 | -0.4% | Q3 2026 | Oct 22, 2026 |
| Global Financial Private Client, LLC | History | Added to | 6,447 | 698 | 0.19% | 0.17% | 322 | +1,460 | 29.28% | Q3 2026 | Oct 15, 2026 |
| Allworth Financial LP | History | No change | 5,554 | 685 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 5,506 | 679 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 5,445 | 672 | 0.05% | 0.05% | 325 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kera Capital Partners, Inc. | History | No change | 5,375 | 663 | 0.06% | 0.06% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| West Family Investments, Inc. | History | No change | 5,167 | 637 | 0.18% | 0.18% | 327 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STEPHENS INC /AR/ | History | No change | 5,077 | 626 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 5,727 | 620 | 0.1% | 0.1% | 329 | +589 | 11.46% | Q3 2026 | Nov 03, 2026 |
| StoneRidge PMG Advisors, LLC | History | New | 5,707 | 618 | 0.44% | — | 330 | +5,707 | New | Q3 2026 | Nov 03, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 5,672 | 614 | 0.05% | 0.06% | 331 | -20 | -0.35% | Q3 2026 | Oct 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 4,915 | 606 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 4,809 | 593 | 0.03% | 0.03% | 333 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SYON CAPITAL LLC | History | No change | 4,803 | 592 | 0.03% | 0.03% | 334 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 5,459 | 591 | 0.01% | 0.01% | 335 | +381 | 7.5% | Q3 2026 | Nov 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 5,424 | 587 | 0.01% | 0.01% | 336 | +1,285 | 31.05% | Q3 2026 | Oct 30, 2026 |
| Krilogy Financial LLC | History | Reduced | 5,494 | 584 | 0.02% | 0.02% | 337 | -281 | -4.87% | Q3 2026 | Oct 13, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 4,717 | 582 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | No change | 4,627 | 571 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,620 | 570 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 4,598 | 567 | 0.08% | 0.08% | 341 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethic Inc. | History | Added to | 5,207 | 563 | 0.01% | 0.01% | 342 | +1,235 | 31.09% | Q3 2026 | Nov 03, 2026 |
| GAMMA Investing LLC | History | Added to | 5,113 | 553 | 0.02% | 0.02% | 343 | +62 | 1.23% | Q3 2026 | Oct 08, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 5,100 | 552 | 0.0% | 0.01% | 344 | -7,700 | -60.16% | Q3 2026 | Oct 28, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | New | 5,073 | 549 | 0.0% | — | 345 | +5,073 | New | Q3 2026 | Oct 21, 2026 |
| Global X Japan Co., Ltd. | History | Reduced | 4,896 | 530 | 0.02% | 0.02% | 346 | -414 | -7.8% | Q3 2026 | Oct 21, 2026 |
| Tidal Investments LLC | History | No change | 4,271 | 523 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaGrep UK Ltd | History | No change | 4,159 | 513 | 0.15% | 0.15% | 348 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eddie Patel Inc | History | Added to | 4,728 | 511 | 0.32% | 0.24% | 349 | +1,440 | 43.8% | Q3 2026 | Nov 02, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 4,775 | 507 | 0.13% | 0.18% | 350 | -1,421 | -22.93% | Q3 2026 | Oct 20, 2026 |
| Advisor Resource Council | History | No change | 4,203 | 506 | 0.14% | 0.14% | 351 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MIZUHO SECURITIES USA LLC | History | No change | 4,746 | 504 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Waterloo Capital, L.P. | History | No change | 4,084 | 504 | 0.03% | 0.03% | 353 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,628 | 501 | 0.01% | 0.01% | 354 | -203 | -4.2% | Q3 2026 | Oct 23, 2026 |
| MQS Management LLC | History | No change | 4,037 | 498 | 0.61% | 0.61% | 355 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,034 | 497 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DnB Asset Management AS | History | No change | 4,010 | 494 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 3,997 | 493 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 4,517 | 489 | 0.0% | 0.0% | 359 | +1,575 | 53.54% | Q3 2026 | Nov 02, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 3,950 | 488 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,859 | 476 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Waverly Advisors, LLC | History | No change | 3,820 | 471 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARTFORD INVESTMENT MANAGEMENT CO | History | No change | 4,308 | 466 | 0.01% | 0.02% | 363 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Pallas Capital Advisors LLC | History | No change | 3,763 | 464 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ninety One UK Ltd | History | No change | 4,227 | 457 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Curated Wealth Partners LLC | History | New | 4,215 | 456 | 0.04% | — | 366 | +4,215 | New | Q3 2026 | Oct 15, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 3,692 | 455 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Morningstar Investment Management LLC | History | No change | 4,265 | 452 | 0.03% | 0.03% | 368 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 4,139 | 448 | 0.3% | 0.21% | 369 | +1,401 | 51.17% | Q3 2026 | Oct 30, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,591 | 443 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CERTUITY, LLC | History | Added to | 4,021 | 435 | 0.02% | 0.02% | 371 | +199 | 5.21% | Q3 2026 | Nov 02, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 3,514 | 433 | 0.14% | 0.14% | 372 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| USA FINANCIAL FORMULAS | History | New | 3,998 | 432 | 0.08% | — | 374 | +3,998 | New | Q3 2026 | Oct 16, 2026 |
| CSS LLC/IL | History | No change | 3,500 | 432 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3,490 | 430 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DoubleLine ETF Adviser LP | History | No change | 3,474 | 428 | 0.18% | 0.18% | 376 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wagner Wealth Management, Corp | History | Reduced | 3,942 | 426 | 0.33% | 0.4% | 377 | -34 | -0.86% | Q3 2026 | Oct 20, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 3,900 | 422 | 0.01% | 0.01% | 378 | -100 | -2.5% | Q3 2026 | Oct 20, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 3,394 | 418 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,291 | 406 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 3,285 | 405 | 0.03% | 0.03% | 381 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,271 | 403 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rothschild Wealth LLC | History | No change | 3,256 | 401 | 0.03% | 0.03% | 383 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NovaPoint Capital, LLC | History | Reduced | 3,697 | 400 | 0.09% | 0.1% | 384 | -201 | -5.16% | Q3 2026 | Oct 22, 2026 |
| CREDIT AGRICOLE S A | History | No change | 3,193 | 394 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | No change | 3,163 | 390 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,531 | 382 | 0.0% | 0.0% | 387 | +482 | 15.81% | Q3 2026 | Oct 08, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 3,089 | 381 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUFG Securities EMEA plc | History | No change | 3,074 | 379 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXQ CAPITAL, LP | History | No change | 3,066 | 378 | 0.04% | 0.04% | 390 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 3,044 | 375 | 0.05% | 0.05% | 391 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 1,543 | 368 | 0.03% | 0.03% | 392 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 2,951 | 364 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 2,943 | 363 | 0.02% | 0.02% | 394 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| US BANCORP \DE\ | History | No change | 2,926 | 361 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 3,326 | 360 | 0.03% | 0.03% | 396 | +592 | 21.65% | Q3 2026 | Oct 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 2,878 | 355 | 0.03% | 0.03% | 397 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 2,866 | 353 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiduciary Group, LLC | History | No change | 2,853 | 352 | 0.03% | 0.03% | 399 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OFI INVEST ASSET MANAGEMENT | History | No change | 3,242 | 350 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Lifeworks Advisors, LLC | History | No change | 2,777 | 342 | 0.04% | 0.04% | 401 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 2,750 | 339 | 0.07% | 0.07% | 402 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,720 | 335 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 3,044 | 329 | 0.0% | 0.0% | 404 | +597 | 24.4% | Q3 2026 | Oct 27, 2026 |
| Sagewood Asset Management LP | History | No change | 2,660 | 328 | 0.07% | 0.07% | 405 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HCR Wealth Advisors | History | Added to | 2,985 | 323 | 0.03% | 0.03% | 406 | +16 | 0.54% | Q3 2026 | Oct 15, 2026 |
| Passive Capital Management, LLC. | History | No change | 3,193 | 321 | 0.1% | 0.1% | 407 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,593 | 320 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Reduced | 2,926 | 316 | 0.14% | 0.17% | 409 | -58 | -1.94% | Q3 2026 | Oct 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 2,556 | 315 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 2,890 | 312 | 0.1% | 0.12% | 411 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 2,520 | 311 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 2,474 | 305 | 0.04% | 0.04% | 413 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilltop Holdings Inc. | History | No change | 2,450 | 302 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,785 | 301 | 0.0% | 0.0% | 415 | +859 | 44.6% | Q3 2026 | Oct 16, 2026 |
| RFG Advisory, LLC | History | Reduced | 2,765 | 299 | 0.0% | 0.01% | 416 | -183 | -6.21% | Q3 2026 | Nov 03, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 2,395 | 296 | 0.02% | 0.02% | 417 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MUFG SECURITIES AMERICAS INC. | History | No change | 2,368 | 292 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,680 | 290 | 0.01% | 0.01% | 419 | +57 | 2.17% | Q3 2026 | Nov 04, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Reduced | 2,675 | 289 | 0.07% | 1.01% | 420 | -30,902 | -92.03% | Q3 2026 | Nov 02, 2026 |
| North Dakota State Investment Board | History | Added to | 2,623 | 284 | 0.01% | 0.01% | 424 | +93 | 3.68% | Q3 2026 | Oct 27, 2026 |
| CI INVESTMENTS INC. | History | No change | 2,301 | 284 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KBC Group NV | History | No change | 2,626 | 284 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Caprock Group, LLC | History | No change | 2,307 | 284 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 2,613 | 282 | 0.0% | 0.0% | 426 | +26 | 1.01% | Q3 2026 | Nov 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,287 | 282 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gross & Hartman Investments LLC | History | No change | 2,244 | 276 | 0.12% | 0.12% | 427 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Safe Harbor Family Capital, LLC | History | No change | 2,244 | 276 | 0.18% | 0.18% | 428 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,208 | 272 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EntryPoint Capital, LLC | History | No change | 2,188 | 270 | 0.07% | 0.07% | 430 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOR Wealth Management, LLC | History | No change | 2,189 | 270 | 0.11% | 0.11% | 431 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 2,473 | 267 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,163 | 267 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lafayette Investments, Inc. | History | No change | 2,150 | 265 | 0.05% | 0.05% | 434 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parcion Private Wealth LLC | History | Added to | 2,438 | 264 | 0.01% | 0.02% | 436 | +5 | 0.21% | Q3 2026 | Oct 28, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 2,095 | 264 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| XML Financial, LLC | History | Reduced | 2,433 | 263 | 0.02% | 0.02% | 437 | -121 | -4.74% | Q3 2026 | Oct 29, 2026 |
| Callan Family Office, LLC | History | No change | 2,135 | 263 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | Reduced | 2,393 | 259 | 0.0% | 0.0% | 439 | -831 | -25.78% | Q3 2026 | Oct 28, 2026 |
| AlphaCentric Advisors LLC | History | New | 2,351 | 254 | 0.23% | — | 442 | +2,351 | New | Q3 2026 | Nov 03, 2026 |
| Platform Technology Partners | History | Added to | 2,351 | 254 | 0.04% | 0.04% | 441 | +409 | 21.06% | Q3 2026 | Nov 02, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,347 | 254 | 0.02% | 0.02% | 440 | +132 | 5.96% | Q3 2026 | Oct 01, 2026 |
| MBL Wealth, LLC | History | New | 2,344 | 253 | 0.02% | — | 443 | +2,344 | New | Q3 2026 | Oct 22, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 2,334 | 252 | 0.07% | 0.1% | 444 | -544 | -18.9% | Q3 2026 | Nov 04, 2026 |
| Olde Wealth Management, LLC | History | No change | 2,000 | 246 | 0.07% | 0.07% | 445 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Loudon Investment Management, LLC | History | No change | 1,990 | 245 | 0.12% | 0.12% | 446 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 2,259 | 244 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 1,947 | 240 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 2,216 | 239 | 0.01% | 0.01% | 449 | +212 | 10.58% | Q3 2026 | Nov 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 2,198 | 238 | 0.01% | — | 451 | +2,198 | New | Q3 2026 | Oct 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,202 | 238 | 0.0% | 0.0% | 450 | +283 | 14.75% | Q3 2026 | Nov 03, 2026 |
| Powell Investment Advisors, LLC | History | No change | 2,183 | 236 | 0.08% | 0.08% | 452 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 1,893 | 233 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 2,145 | 232 | 0.0% | 0.0% | 454 | +11 | 0.52% | Q3 2026 | Oct 20, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 2,145 | 232 | 0.01% | 0.02% | 455 | +9 | 0.42% | Q3 2026 | Oct 23, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 1,853 | 228 | 0.03% | 0.03% | 456 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascentis Independent Advisors | History | New | 2,109 | 227 | 0.01% | — | 457 | +2,109 | New | Q3 2026 | Nov 03, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,100 | 226 | 0.0% | 0.0% | 459 | +568 | 37.08% | Q3 2026 | Oct 16, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 2,096 | 226 | 0.0% | 0.0% | 458 | -216 | -9.34% | Q3 2026 | Oct 21, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | History | No change | 2,080 | 225 | 0.07% | 0.08% | 460 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| waypoint wealth counsel | History | Added to | 2,044 | 221 | 0.13% | 0.15% | 461 | +105 | 5.42% | Q3 2026 | Oct 22, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 1,783 | 220 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Canada Post Corp Registered Pension Plan | History | No change | 1,758 | 217 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 1,700 | 209 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFSG, LLC | History | Added to | 1,915 | 207 | 0.02% | 0.02% | 465 | +42 | 2.24% | Q3 2026 | Oct 30, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 1,670 | 206 | 0.16% | 0.16% | 466 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 1,898 | 205 | 0.01% | 0.01% | 468 | +45 | 2.43% | Q3 2026 | Oct 26, 2026 |
| BESSEMER GROUP INC | History | No change | 1,661 | 205 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 1,892 | 204 | 0.07% | 0.08% | 470 | -47 | -2.42% | Q3 2026 | Oct 13, 2026 |
| Savant Capital, LLC | History | No change | 1,659 | 204 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 1,650 | 203 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RB Capital Management, LLC | History | No change | 1,647 | 203 | 0.04% | 0.04% | 472 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Wick Capital Partners, LLC | History | No change | 1,639 | 202 | 0.03% | 0.03% | 473 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 1,859 | 201 | 0.06% | 0.07% | 474 | +17 | 0.92% | Q3 2026 | Oct 23, 2026 |
| Stonebrook Private Inc. | History | No change | 1,629 | 201 | 0.04% | 0.04% | 475 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 1,625 | 200 | 0.06% | 0.06% | 476 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| State of Wyoming | History | Reduced | 1,811 | 196 | 0.02% | 0.05% | 477 | -1,836 | -50.34% | Q3 2026 | Oct 28, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1,727 | 187 | 0.02% | — | 478 | +1,727 | New | Q3 2026 | Oct 29, 2026 |
| CX Institutional | History | Added to | 1,689 | 183 | 0.0% | 0.01% | 479 | +75 | 4.65% | Q3 2026 | Oct 02, 2026 |
| Optiver Holding B.V. | History | No change | 1,463 | 180 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,319 | 165 | 0.01% | 0.01% | 481 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,471 | 159 | 0.0% | 0.0% | 482 | -45 | -2.97% | Q3 2026 | Oct 16, 2026 |
| MATHER GROUP, LLC. | History | Added to | 1,365 | 147 | 0.0% | 0.0% | 483 | +12 | 0.89% | Q3 2026 | Oct 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,335 | 144 | 0.0% | 0.0% | 484 | +610 | 84.14% | Q3 2026 | Oct 23, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,300 | 140 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,251 | 135 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,227 | 132 | 0.0% | 0.0% | 487 | +706 | 135.51% | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | No change | 1,077 | 132 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 1,143 | 123 | 0.01% | 0.01% | 489 | +6 | 0.53% | Q3 2026 | Oct 26, 2026 |
| WHITTIER TRUST CO | History | No change | 1,000 | 120 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quarry LP | History | No change | 957 | 118 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pflug Koory, LLC | History | Added to | 1,059 | 114 | 0.05% | 0.02% | 492 | +584 | 122.95% | Q3 2026 | Oct 26, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 1,045 | 113 | 0.03% | 0.03% | 493 | +115 | 12.37% | Q3 2026 | Oct 16, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,038 | 112 | 0.0% | 0.0% | 494 | +7 | 0.68% | Q3 2026 | Oct 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,022 | 110 | 0.0% | 0.0% | 495 | +652 | 176.22% | Q3 2026 | Oct 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,013 | 109 | 0.0% | 0.0% | 496 | +40 | 4.11% | Q3 2026 | Oct 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,000 | 108 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,005 | 108 | 0.05% | 0.06% | 498 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| TEMA ETFS LLC | History | Added to | 948 | 102 | 0.0% | 0.0% | 499 | +351 | 58.79% | Q3 2026 | Oct 16, 2026 |
| Quent Capital, LLC | History | No change | 767 | 94 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 754 | 93 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 839 | 90 | 0.01% | 0.0% | 503 | +473 | 129.23% | Q3 2026 | Oct 26, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 732 | 90 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| True Wealth Design, LLC | History | Reduced | 744 | 80 | 0.02% | 0.02% | 504 | -4 | -0.53% | Q3 2026 | Oct 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 527 | 65 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 503 | 62 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 468 | 57 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elyxium Wealth, LLC | History | New | 504 | 54 | 0.01% | — | 510 | +504 | New | Q3 2026 | Oct 27, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 507 | 54 | 0.01% | 0.02% | 509 | +3 | 0.6% | Q3 2026 | Nov 04, 2026 |
| Avalon Trust Co | History | No change | 440 | 54 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Reduced | 477 | 52 | 0.0% | 0.06% | 511 | -58,027 | -99.18% | Q3 2026 | Oct 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 471 | 51 | 0.0% | 0.02% | 512 | -3,630 | -88.51% | Q3 2026 | Nov 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 400 | 49 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EASTERN BANK | History | No change | 450 | 48 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Truvestments Capital LLC | History | No change | 364 | 44 | 0.01% | 0.01% | 515 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 350 | 43 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 389 | 42 | 0.0% | 0.0% | 517 | +24 | 6.58% | Q3 2026 | Oct 27, 2026 |
| FEDERATED HERMES, INC. | History | No change | 329 | 40 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | New | 369 | 39 | 0.0% | — | 519 | +369 | New | Q3 2026 | Oct 21, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 342 | 37 | 0.0% | 0.0% | 520 | +10 | 3.01% | Q3 2026 | Oct 08, 2026 |
| DV Trading LLC | History | No change | 303 | 37 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 276 | 34 | 0.02% | 0.02% | 522 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 322 | 34 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 279 | 34 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 270 | 33 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Hilltop National Bank | History | No change | 300 | 32 | 0.01% | 0.01% | 526 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| ASSETMARK, INC | History | Added to | 279 | 30 | 0.0% | 0.0% | 527 | +143 | 105.15% | Q3 2026 | Oct 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 280 | 30 | 0.0% | 0.0% | 529 | -14 | -4.76% | Q3 2026 | Oct 27, 2026 |
| Quantbot Technologies LP | History | No change | 249 | 30 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFC Planning, Inc. | History | No change | 240 | 29 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Cromwell Holdings LLC | History | Added to | 257 | 27 | 0.01% | 0.01% | 532 | +17 | 7.08% | Q3 2026 | Oct 28, 2026 |
| OSSIAM | History | No change | 223 | 27 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CYBER HORNET ETFs LLC | History | No change | 212 | 26 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 239 | 25 | 0.01% | 0.01% | 536 | +58 | 32.04% | Q3 2026 | Oct 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 240 | 25 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| COHEN & STEERS, INC. | History | No change | 205 | 25 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | Reduced | 220 | 24 | 0.0% | 0.0% | 537 | -19,271 | -98.87% | Q3 2026 | Oct 27, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 214 | 23 | 0.0% | 0.01% | 538 | -71 | -24.91% | Q3 2026 | Oct 19, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 177 | 21 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Activest Wealth Management | History | No change | 200 | 21 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 186 | 20 | 0.0% | 0.0% | 542 | -4 | -2.11% | Q3 2026 | Oct 30, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 168 | 20 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 182 | 19 | 0.0% | — | 546 | +177 | 3540.0% | Q3 2026 | Oct 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 155 | 19 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UMB Bank, n.a. | History | No change | 161 | 19 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smithfield Trust Co | History | No change | 150 | 19 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Latitude Advisors, LLC | History | New | 167 | 18 | 0.01% | — | 548 | +167 | New | Q3 2026 | Oct 27, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 149 | 18 | 0.01% | 0.01% | 547 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 140 | 17 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 131 | 14 | 0.0% | 0.0% | 550 | +2 | 1.55% | Q3 2026 | Oct 08, 2026 |
| Dogwood Wealth Management LLC | History | No change | 117 | 14 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 117 | 14 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 108 | 13 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regatta Research & Money Management | History | No change | 108 | 13 | 0.01% | 0.01% | 554 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GoalVest Advisory LLC | History | New | 112 | 12 | 0.0% | — | 555 | +112 | New | Q3 2026 | Oct 02, 2026 |
| GK Wealth Management LLC | History | New | 111 | 12 | 0.01% | — | 556 | +111 | New | Q3 2026 | Oct 09, 2026 |
| GW&K Investment Management, LLC | History | No change | 89 | 11 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | No change | 97 | 11 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Nykredit A/S | History | No change | 96 | 11 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ROGCO, LP | History | No change | 96 | 11 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Planning Strategies Inc. | History | No change | 104 | 11 | 0.01% | 0.01% | 561 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 95 | 10 | 0.0% | 0.0% | 563 | +8 | 9.2% | Q3 2026 | Oct 28, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 88 | 10 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 100 | 10 | 0.01% | 0.01% | 564 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 82 | 10 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Byrne Asset Management LLC | History | No change | 100 | 10 | 0.01% | 0.01% | 566 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Montgomery Financial Services LLC | History | No change | 100 | 10 | 0.01% | 0.01% | 567 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Essential Investment Partners LLC | History | New | 66 | 7 | 0.0% | — | 570 | +66 | New | Q3 2026 | Oct 27, 2026 |
| North Star Investment Management Corp. | History | No change | 68 | 7 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 59 | 7 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Grove Bank & Trust | History | Added to | 64 | 6 | 0.0% | 0.0% | 572 | +33 | 106.45% | Q3 2026 | Oct 08, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 60 | 6 | 0.0% | 0.0% | 573 | +5 | 9.09% | Q3 2026 | Oct 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 54 | 6 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sachetta, LLC | History | No change | 54 | 6 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 57 | 6 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Blue Trust, Inc. | History | No change | 55 | 5 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| ADIRONDACK TRUST CO | History | New | 44 | 4 | 0.0% | — | 581 | +44 | New | Q3 2026 | Oct 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 34 | 4 | 0.0% | — | 577 | +32 | 1600.0% | Q3 2026 | Oct 27, 2026 |
| Covestor Ltd | History | Added to | 36 | 4 | 0.0% | 0.0% | 579 | +29 | 414.29% | Q3 2026 | Oct 30, 2026 |
| Aspect Partners, LLC | History | Reduced | 38 | 4 | 0.0% | 0.0% | 580 | -25 | -39.68% | Q3 2026 | Oct 20, 2026 |
| CVA Family Office, LLC | History | No change | 40 | 4 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UMB Private Wealth Management, LLC | History | New | 34 | 3 | 0.0% | — | 589 | +34 | New | Q3 2026 | Oct 19, 2026 |
| Manchester Capital Management LLC | History | No change | 29 | 3 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 29 | 3 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Salomon & Ludwin, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Spire Wealth Management | History | No change | 31 | 3 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Rossby Financial, LCC | History | No change | 25 | 3 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 32 | 3 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ares Financial Consulting, LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 26 | 2 | 0.0% | — | 598 | +26 | New | Q3 2026 | Oct 15, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 20 | 2 | 0.0% | 0.0% | 594 | -21 | -51.22% | Q3 2026 | Oct 28, 2026 |
| Avion Wealth | History | Reduced | 21 | 2 | 0.0% | 0.0% | 592 | -1 | -4.55% | Q3 2026 | Nov 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 18 | 2 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 20 | 2 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Continuum Advisory, LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 21 | 2 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MidFirst Bank | History | No change | 18 | 2 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 14 | 1 | 0.0% | 0.15% | 599 | -3,339 | -99.58% | Q3 2026 | Oct 14, 2026 |
| Security National Bank | History | New | 12 | 1 | 0.0% | — | 612 | +12 | New | Q3 2026 | Oct 26, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 12 | 1 | 0.0% | — | 613 | +12 | New | Q3 2026 | Oct 13, 2026 |
| Clark Wealth Partners | History | Added to | 11 | 1 | 0.0% | — | 611 | +4 | 57.14% | Q3 2026 | Oct 16, 2026 |
| SouthState Bank Corp | History | No change | 10 | 1 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 16 | 1 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Bogart Wealth, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kozak & Associates, Inc. | History | No change | 17 | 1 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Fortis Group Advisors, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TFC Financial Management, Inc. | History | No change | 12 | 1 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Dunhill Financial, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arlington Trust Co LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| JPL Wealth Management, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Burk Holdings LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Basepoint Wealth LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 1.02% | — | -55,595 | -100.0% | Q3 2026 | Oct 20, 2026 |
| HENNESSY ADVISORS INC | History | Closed out | 0 | 0 | — | 0.09% | — | -23,419 | -100.0% | Q3 2026 | Oct 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,468 | -100.0% | Q3 2026 | Oct 15, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,420 | -100.0% | Q3 2026 | Oct 14, 2026 |
| National Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,406 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,180 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.36% | — | -3,170 | -100.0% | Q3 2026 | Nov 03, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,749 | -100.0% | Q3 2026 | Nov 03, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,907 | -100.0% | Q3 2026 | Oct 23, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 2 | 0 | — | 0.03% | — | -1,826 | -99.89% | Q3 2026 | Oct 30, 2026 |
| QTR Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,806 | -100.0% | Q3 2026 | Nov 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,788 | -100.0% | Q3 2026 | Oct 26, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,756 | -100.0% | Q3 2026 | Oct 09, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,718 | -100.0% | Q3 2026 | Oct 23, 2026 |
| OpenArc Corporate Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,652 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q3 2026 | Oct 07, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2026 | Oct 15, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2026 | Nov 04, 2026 |
| NVWM, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 14, 2026 |
| MASECO LLP | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Ashurst Perkins Coie Trust Co | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 14, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Silicon Valley Capital Partners | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Quaker Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Golden State Wealth Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SHP Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| City State Bank | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Colonial Trust Co / SC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidemark, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caitlin John, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Private Wealth Management Group, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| American Capital Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Signature Equity Partners, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |