JANUS HENDERSON GROUP PLC - G4474Y214
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TRIAN FUND MANAGEMENT, L.P. | History | Reduced | 25,654,382 | 1,334,027 | 31.53% | 42.41% | 1 | -6,213,418 | -19.5% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | Reduced | 13,846,329 | 719,316 | 0.01% | 0.01% | 2 | -916,912 | -6.21% | Q2 2026 | Aug 07, 2026 |
| GLAZER CAPITAL, LLC | History | Added to | 6,234,419 | 324,190 | 7.97% | 0.74% | 3 | +5,551,944 | 813.5% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 5,901,943 | 306,605 | 0.28% | 0.13% | 4 | +3,630,293 | 159.81% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 5,757,365 | 299,095 | 0.01% | 0.02% | 5 | -14,414 | -0.25% | Q2 2026 | Aug 13, 2026 |
| HBK INVESTMENTS L P | History | Added to | 5,149,300 | 267,763 | 2.6% | 2.21% | 6 | +918,577 | 21.71% | Q2 2026 | Sep 16, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,629,487 | 188,551 | 0.02% | 0.01% | 7 | +1,232,253 | 51.4% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 3,414,602 | 177,388 | 0.06% | 0.05% | 8 | +1,077,813 | 46.12% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 3,281,442 | 170,470 | 0.06% | 0.08% | 9 | -59,959 | -1.79% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | Reduced | 3,079,198 | 159,964 | 0.0% | 0.01% | 10 | -1,304,224 | -29.75% | Q2 2026 | Sep 22, 2026 |
| FIL Ltd | History | New | 3,020,000 | 156,889 | 0.11% | — | 11 | +3,020,000 | New | Q2 2026 | Aug 13, 2026 |
| AQR Arbitrage LLC | History | Added to | 2,522,373 | 131,037 | 1.87% | 1.22% | 12 | +1,081,742 | 75.09% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,210,106 | 114,888 | 0.01% | 0.01% | 13 | -435,905 | -16.47% | Q2 2026 | Aug 12, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Added to | 2,113,002 | 109,770 | 7.06% | 0.47% | 14 | +1,996,702 | 1716.85% | Q2 2026 | Jul 24, 2026 |
| TIG Advisors, LLC | History | Added to | 2,005,000 | 104,159 | 4.61% | 4.53% | 15 | +98,893 | 5.19% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | New | 1,910,397 | 99,245 | 0.01% | — | 16 | +1,910,397 | New | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,876,066 | 97,461 | 0.01% | 0.01% | 17 | -24,782 | -1.3% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,693,925 | 87,999 | 0.11% | 0.13% | 18 | +219,459 | 14.88% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 1,686,535 | 87,615 | 0.0% | 0.01% | 19 | -3,868,683 | -69.64% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 1,624,535 | 84,395 | 0.05% | 0.01% | 20 | +1,455,823 | 862.9% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,521,496 | 79,366 | 0.0% | 0.01% | 21 | -226,977 | -12.98% | Q2 2026 | Aug 12, 2026 |
| Beryl Capital Management LLC | History | New | 1,414,000 | 73,528 | 66.44% | — | 22 | +1,414,000 | New | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,355,666 | 70,426 | 0.0% | 0.0% | 23 | +641,786 | 89.9% | Q2 2026 | Aug 14, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | New | 1,263,211 | 65,623 | 4.38% | — | 24 | +1,263,211 | New | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 1,238,193 | 64,324 | 0.0% | 0.01% | 25 | -377,471 | -23.36% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,222,252 | 62,787 | 0.02% | 0.01% | 26 | +605,920 | 98.31% | Q2 2026 | Aug 14, 2026 |
| First Trust Capital Management L.P. | History | New | 1,195,379 | 62,099 | 3.62% | — | 27 | +1,195,379 | New | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,166,170 | 60,582 | 0.01% | 0.01% | 28 | -627,213 | -34.97% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,127,172 | 58,556 | 0.03% | 0.02% | 29 | +483,720 | 75.18% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,035,831 | 53,811 | 0.23% | 0.37% | 30 | -760,933 | -42.35% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 989,001 | 51,378 | 0.09% | 0.07% | 31 | +455,635 | 85.43% | Q2 2026 | Aug 14, 2026 |
| Polar Asset Management Partners Inc. | History | Added to | 935,958 | 48,623 | 0.8% | 0.2% | 32 | +739,405 | 376.19% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Added to | 912,480 | 47,403 | 0.08% | 0.08% | 33 | +28,924 | 3.27% | Q2 2026 | Aug 14, 2026 |
| WATER ISLAND CAPITAL LLC | History | Reduced | 890,916 | 46,327 | 4.31% | 5.29% | 34 | -31,361 | -3.4% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 880,490 | 45,741 | 0.03% | 0.01% | 35 | +619,896 | 237.88% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 811,000 | 42,131 | 0.06% | 0.09% | 36 | -295,000 | -26.67% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 797,192 | 41,414 | 0.01% | 0.01% | 37 | -76,675 | -8.77% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 770,891 | 40,047 | 0.01% | 0.01% | 38 | +6,146 | 0.8% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 766,161 | 39,802 | 0.01% | 0.01% | 39 | +191,115 | 33.23% | Q2 2026 | Aug 03, 2026 |
| Groupe la Francaise | History | Added to | 730,188 | 37,933 | 0.46% | 0.01% | 40 | +718,988 | 6419.54% | Q2 2026 | Aug 25, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 700,635 | 36,397 | 0.03% | 0.17% | 41 | -2,499,347 | -78.11% | Q2 2026 | Sep 02, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 695,304 | 36,121 | 0.09% | 0.01% | 42 | +642,760 | 1223.28% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | Added to | 680,792 | 35,367 | 0.23% | 0.13% | 43 | +292,168 | 75.18% | Q2 2026 | Aug 12, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | Reduced | 587,894 | 30,570 | 1.91% | 1.79% | 44 | -2,682 | -0.45% | Q2 2026 | Aug 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 548,203 | 28,479 | 0.04% | 0.04% | 45 | +2,128 | 0.39% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 541,914 | 28,152 | 0.21% | 0.16% | 46 | +116,883 | 27.5% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 510,119 | 26,500 | 0.0% | 0.03% | 47 | -3,293,700 | -86.59% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 462,054 | 24,003 | 0.0% | 0.0% | 48 | +291,938 | 171.61% | Q2 2026 | Aug 14, 2026 |
| GARDNER LEWIS ASSET MANAGEMENT L P | History | New | 455,134 | 23,644 | 5.27% | — | 49 | +455,134 | New | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 452,530 | 23,508 | 0.01% | 0.01% | 50 | +88,214 | 24.21% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 412,114 | 21,409 | 0.02% | 0.02% | 51 | +77,200 | 23.05% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 395,794 | 20,561 | 0.0% | 0.0% | 52 | +57,353 | 16.95% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 387,687 | 20,140 | 0.18% | 0.2% | 53 | -10,521 | -2.64% | Q2 2026 | Aug 12, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Added to | 385,800 | 20,042 | 2.91% | 1.69% | 54 | +164,350 | 74.22% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 366,260 | 19,027 | 0.0% | 0.01% | 55 | -464,197 | -55.9% | Q2 2026 | Aug 13, 2026 |
| EQUITEC PROPRIETARY MARKETS, LLC | History | Added to | 364,767 | 18,949 | 3.39% | 0.4% | 56 | +350,167 | 2398.4% | Q2 2026 | Jul 20, 2026 |
| Engineers Gate Manager LP | History | Added to | 354,308 | 18,406 | 0.24% | 0.08% | 57 | +236,206 | 200.0% | Q2 2026 | Aug 14, 2026 |
| HARVEST MANAGEMENT LLC | History | Added to | 349,500 | 18,156 | 7.13% | 7.96% | 58 | +29,500 | 9.22% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 343,916 | 17,866 | 0.0% | 0.0% | 59 | +336,671 | 4646.94% | Q2 2026 | Aug 14, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Added to | 339,468 | 17,635 | 0.66% | 0.02% | 60 | +319,468 | 1597.34% | Q2 2026 | Aug 10, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 323,925 | 16,827 | 0.08% | 0.1% | 61 | -94,730 | -22.63% | Q2 2026 | Aug 11, 2026 |
| Athos Capital Ltd | History | No change | 311,583 | 16,187 | 5.74% | 4.93% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 306,214 | 15,907 | 0.3% | 0.52% | 63 | +34,879 | 12.85% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 295,575 | 15,355 | 1.12% | 0.29% | 64 | +220,667 | 294.58% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 292,205 | 15,180 | 0.0% | 0.01% | 65 | -425,465 | -59.28% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 279,583 | 14,524 | 0.01% | 0.01% | 66 | -13,794 | -4.7% | Q2 2026 | Aug 14, 2026 |
| Capula Management Ltd | History | Added to | 270,197 | 14,036 | 0.05% | 0.08% | 67 | +44,780 | 19.87% | Q2 2026 | Aug 14, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 264,000 | 13,714 | 0.04% | 0.06% | 68 | -90,772 | -25.59% | Q2 2026 | Aug 14, 2026 |
| Taconic Capital Advisors LP | History | New | 250,000 | 12,987 | 6.12% | — | 69 | +250,000 | New | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Added to | 247,405 | 12,852 | 0.01% | 0.01% | 70 | +2,900 | 1.19% | Q2 2026 | Aug 11, 2026 |
| Westchester Capital Management, LLC | History | No change | 230,719 | 11,985 | 0.59% | 0.54% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management LP | History | Added to | 225,085 | 11,693 | 0.12% | 0.01% | 72 | +217,060 | 2704.8% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 222,776 | 11,573 | 0.01% | 0.01% | 73 | -9,200 | -3.97% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | Reduced | 207,921 | 10,801 | 0.01% | 0.03% | 74 | -155,913 | -42.85% | Q2 2026 | Aug 27, 2026 |
| Verition Fund Management LLC | History | Added to | 199,017 | 10,338 | 0.05% | 0.07% | 75 | +372 | 0.19% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Reduced | 196,876 | 10,227 | 0.01% | 0.02% | 76 | -10,716 | -5.16% | Q2 2026 | Aug 14, 2026 |
| CSS LLC/IL | History | Added to | 188,375 | 9,795 | 0.38% | 0.05% | 77 | +168,494 | 847.51% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 187,868 | 9,759 | 0.01% | 0.01% | 78 | +19,739 | 11.74% | Q2 2026 | Aug 19, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 182,958 | 9,509 | 0.01% | 0.01% | 79 | -22,974 | -11.16% | Q2 2026 | Aug 05, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 180,297 | 9,366 | 0.0% | 0.05% | 80 | -4,087,858 | -95.78% | Q2 2026 | Aug 11, 2026 |
| Yakira Capital Management, Inc. | History | Added to | 163,476 | 8,492 | 2.42% | 1.17% | 81 | +85,476 | 109.58% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 160,591 | 8,249 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| P SCHOENFELD ASSET MANAGEMENT LP | History | Reduced | 155,800 | 8,093 | 3.31% | 4.36% | 83 | -500 | -0.32% | Q2 2026 | Aug 13, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 151,000 | 7,844 | 0.03% | — | 84 | +151,000 | New | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Reduced | 148,497 | 7,714 | 0.0% | 0.0% | 85 | -151,122 | -50.44% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | Reduced | 146,053 | 7,587 | 0.0% | 0.0% | 86 | -30,541 | -17.29% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 143,437 | 7,451 | 0.01% | 0.01% | 87 | -5,747 | -3.85% | Q2 2026 | Aug 24, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 140,905 | 7,320 | 0.01% | 0.01% | 88 | -10,621 | -7.01% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 139,473 | 7,246 | 0.01% | 0.02% | 89 | -25,612 | -15.51% | Q2 2026 | Jul 23, 2026 |
| Carmignac Gestion | History | No change | 137,300 | 7,132 | 0.09% | 0.11% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 128,357 | 6,668 | 0.04% | 0.03% | 91 | +47,806 | 59.35% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | Reduced | 127,486 | 6,622 | 0.02% | 0.03% | 92 | -23,625 | -15.63% | Q2 2026 | Jul 28, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 125,434 | 6,516 | 0.02% | 0.03% | 93 | -16,563 | -11.66% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 123,273 | 6,404 | 0.01% | 0.01% | 94 | +33,292 | 37.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 116,203 | 6,036 | 0.01% | 0.01% | 95 | -4,852 | -4.01% | Q2 2026 | Aug 10, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 113,299 | 5,885 | 0.0% | 0.0% | 96 | +6,322 | 5.91% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 112,177 | 5,827 | 0.01% | — | 97 | +112,177 | New | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 107,489 | 5,584 | 0.0% | 0.0% | 98 | -204,986 | -65.6% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 106,128 | 5,513 | 0.01% | 0.01% | 99 | -28,150 | -20.96% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 100,000 | 5,195 | 0.01% | 0.03% | 100 | -257,975 | -72.07% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 100,000 | 5,195 | 0.03% | 0.0% | 101 | +97,776 | 4396.4% | Q2 2026 | Aug 10, 2026 |
| LMR Partners LLP | History | Reduced | 99,712 | 5,180 | 0.02% | 0.1% | 102 | -773,615 | -88.58% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 99,670 | 5,178 | 0.33% | 0.02% | 103 | +94,027 | 1666.26% | Q2 2026 | Aug 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 97,533 | 5,066 | 0.0% | 0.01% | 104 | -232,454 | -70.44% | Q2 2026 | Aug 11, 2026 |
| Ruffer LLP | History | Added to | 97,099 | 5,038 | 0.18% | 0.15% | 105 | +24,725 | 34.16% | Q2 2026 | Jul 30, 2026 |
| CREDIT AGRICOLE S A | History | No change | 93,353 | 4,849 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | Added to | 90,800 | 4,717 | 0.15% | 0.15% | 107 | +9,700 | 11.96% | Q2 2026 | Jul 30, 2026 |
| Focus Partners Wealth | History | Reduced | 88,647 | 4,605 | 0.0% | 0.02% | 108 | -251,548 | -73.94% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 83,663 | 4,346 | 0.0% | 0.0% | 109 | +46,348 | 124.21% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 83,376 | 4,331 | 0.01% | 0.02% | 110 | -1,099 | -1.3% | Q2 2026 | Aug 10, 2026 |
| Mint Tower Capital Management B.V. | History | No change | 73,750 | 3,831 | 0.44% | 0.34% | 111 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 73,441 | 3,815 | 0.01% | 0.01% | 112 | -10,016 | -12.0% | Q2 2026 | Aug 13, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 72,669 | 3,775 | 0.1% | — | 113 | +72,669 | New | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 71,840 | 3,732 | 0.03% | 0.03% | 114 | +16,832 | 30.6% | Q2 2026 | Aug 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 67,648 | 3,515 | 0.0% | 0.0% | 115 | -53,349 | -44.09% | Q2 2026 | Aug 14, 2026 |
| Brooklyn Investment Group | History | No change | 66,863 | 3,434 | 0.11% | 0.11% | 116 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JCP Investment Management, LLC | History | Added to | 60,000 | 3,117 | 1.67% | 0.96% | 117 | +32,000 | 114.29% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 59,346 | 3,083 | 0.01% | 0.02% | 118 | -1,280 | -2.11% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 58,613 | 3,044 | 0.0% | 0.0% | 119 | +6,444 | 12.35% | Q2 2026 | Aug 14, 2026 |
| Versor Investments LP | History | Added to | 58,456 | 3,036 | 6.39% | 6.57% | 120 | +6,170 | 11.8% | Q2 2026 | Aug 07, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 58,016 | 3,013 | 0.2% | — | 121 | +58,016 | New | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 57,975 | 3,011 | 0.02% | 0.03% | 122 | +4,575 | 8.57% | Q2 2026 | Sep 23, 2026 |
| Jupiter Topco LLC | History | New | 55,020 | 2,860 | 0.0% | — | 123 | +55,020 | New | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 55,020 | 2,827 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| BAILARD, INC. | History | Added to | 54,350 | 2,823 | 0.06% | 0.05% | 125 | +11,688 | 27.4% | Q2 2026 | Jul 30, 2026 |
| NINE MASTS CAPITAL Ltd | History | No change | 54,254 | 2,818 | 0.28% | 0.4% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 54,102 | 2,810 | 0.01% | 0.02% | 127 | +1,304 | 2.47% | Q2 2026 | Jul 17, 2026 |
| LPL Financial LLC | History | Reduced | 52,728 | 2,739 | 0.0% | 0.0% | 128 | -3,956 | -6.98% | Q2 2026 | Aug 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 50,973 | 2,648 | 0.02% | 0.03% | 129 | -10,313 | -16.83% | Q2 2026 | Aug 11, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 50,810 | 2,639 | 1.3% | — | 130 | +50,810 | New | Q2 2026 | Aug 14, 2026 |
| Monument Capital Management | History | Reduced | 50,278 | 2,611 | 0.53% | 0.67% | 131 | -1,844 | -3.54% | Q2 2026 | Jul 22, 2026 |
| Maven Securities LTD | History | New | 50,000 | 2,597 | 0.05% | — | 132 | +50,000 | New | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 49,857 | 2,590 | 0.01% | 0.01% | 133 | -897 | -1.77% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 49,829 | 2,588 | 0.0% | 0.01% | 134 | +3,552 | 7.68% | Q2 2026 | Aug 11, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 49,181 | 2,554 | 0.03% | 0.03% | 135 | +10,403 | 26.83% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 45,999 | 2,389 | 0.0% | 0.0% | 136 | -3,184 | -6.47% | Q2 2026 | Aug 13, 2026 |
| Atom Investors LP | History | New | 45,857 | 2,382 | 0.21% | — | 137 | +45,857 | New | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 42,648 | 2,215 | 0.01% | 0.01% | 138 | -3,211 | -7.0% | Q2 2026 | Aug 04, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 41,856 | 2,174 | 0.02% | 0.02% | 139 | -10,774 | -20.47% | Q2 2026 | Jul 23, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 41,833 | 2,173 | 0.0% | 0.0% | 140 | -14,777 | -26.1% | Q2 2026 | Aug 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 39,506 | 2,052 | 0.02% | 0.03% | 141 | -376 | -0.94% | Q2 2026 | Aug 06, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 38,886 | 2,020 | 0.01% | 0.02% | 142 | -4,500 | -10.37% | Q2 2026 | Aug 12, 2026 |
| Carlson Capital, L.P. | History | Added to | 38,000 | 1,974 | 0.4% | 0.37% | 143 | +15,000 | 65.22% | Q2 2026 | Aug 12, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 36,100 | 1,875 | 0.03% | 0.03% | 144 | +400 | 1.12% | Q2 2026 | Jul 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 35,278 | 1,832 | 0.0% | 0.0% | 145 | -5,314 | -13.09% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 34,711 | 1,803 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Morningstar Investment Management LLC | History | No change | 35,001 | 1,798 | 0.11% | 0.11% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Blackstone Inc. | History | No change | 34,270 | 1,780 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 34,011 | 1,766 | 0.01% | 0.01% | 149 | +67 | 0.2% | Q2 2026 | Aug 07, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 33,869 | 1,759 | 0.02% | 0.02% | 150 | -3,943 | -10.43% | Q2 2026 | Jul 16, 2026 |
| ALLSTATE CORP | History | Added to | 33,362 | 1,733 | 0.02% | 0.02% | 151 | +631 | 1.93% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 32,922 | 1,710 | 0.0% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 32,484 | 1,687 | 0.03% | 0.04% | 153 | -7,309 | -18.37% | Q2 2026 | Jul 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 31,356 | 1,628 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 29,510 | 1,533 | 0.01% | 0.01% | 155 | -1,374 | -4.45% | Q2 2026 | Jul 17, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 29,013 | 1,507 | 0.0% | 0.01% | 156 | -20,400 | -41.28% | Q2 2026 | Jul 10, 2026 |
| Caprock Group, LLC | History | Added to | 28,694 | 1,490 | 0.03% | 0.03% | 157 | +7,948 | 38.31% | Q2 2026 | Jul 27, 2026 |
| BARCLAYS PLC | History | Reduced | 28,452 | 1,478 | 0.0% | 0.0% | 158 | -97,848 | -77.47% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 28,053 | 1,457 | 0.0% | 0.0% | 159 | -78,031 | -73.56% | Q2 2026 | Sep 23, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 27,844 | 1,446 | 0.0% | 0.01% | 160 | -108,879 | -79.63% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 27,789 | 1,443 | 0.03% | 0.04% | 161 | -4,483 | -13.89% | Q2 2026 | Aug 11, 2026 |
| Centiva Capital, LP | History | Added to | 27,532 | 1,430 | 0.01% | 0.0% | 162 | +23,204 | 536.14% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 27,150 | 1,410 | 0.0% | 0.09% | 163 | -2,200,628 | -98.78% | Q2 2026 | Aug 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 27,088 | 1,407 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DGS Capital Management, LLC | History | No change | 27,283 | 1,401 | 0.23% | 0.23% | 165 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 26,046 | 1,353 | 0.12% | 0.15% | 166 | +847 | 3.36% | Q2 2026 | Aug 14, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 25,355 | 1,317 | 0.02% | 0.17% | 167 | -158,625 | -86.22% | Q2 2026 | Aug 14, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 25,351 | 1,317 | 0.06% | 0.15% | 168 | -31,155 | -55.14% | Q2 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 25,324 | 1,315 | 0.0% | 0.0% | 169 | +539 | 2.17% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 25,241 | 1,311 | 0.0% | 0.0% | 170 | +5,124 | 25.47% | Q2 2026 | Aug 07, 2026 |
| AlTi Global, Inc. | History | Reduced | 24,961 | 1,296 | 0.03% | 0.03% | 171 | -40 | -0.16% | Q2 2026 | Aug 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 24,150 | 1,254 | 0.0% | 0.0% | 172 | +14,388 | 147.39% | Q2 2026 | Aug 12, 2026 |
| SYON CAPITAL LLC | History | Added to | 23,441 | 1,217 | 0.05% | 0.06% | 173 | +634 | 2.78% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | Added to | 22,992 | 1,197 | 0.0% | 0.0% | 174 | +5,639 | 32.5% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 22,951 | 1,192 | 0.0% | 0.0% | 175 | -5,387 | -19.01% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 22,648 | 1,176 | 0.03% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 22,360 | 1,161 | 0.03% | 0.05% | 177 | -878 | -3.78% | Q2 2026 | Jul 22, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 21,346 | 1,109 | 0.0% | 0.0% | 178 | -16,916 | -44.21% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 20,935 | 1,087 | 0.0% | 0.0% | 179 | -320 | -1.51% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 20,263 | 1,052 | 0.01% | 0.01% | 180 | -13,894 | -40.68% | Q2 2026 | Jul 20, 2026 |
| Pictet Asset Management Holding SA | History | No change | 19,963 | 1,037 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Frec Markets, Inc. | History | Added to | 19,191 | 996 | 0.09% | 0.13% | 182 | +4,009 | 26.41% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 18,832 | 978 | 0.01% | 0.01% | 183 | -725 | -3.71% | Q2 2026 | Sep 08, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 18,291 | 950 | 0.0% | 0.0% | 184 | -6,130 | -25.1% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 18,130 | 941 | 0.01% | 0.01% | 185 | -1,297 | -6.68% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 17,499 | 909 | 0.03% | 0.04% | 186 | -3,782 | -17.77% | Q2 2026 | Aug 07, 2026 |
| COMMERCE BANK | History | No change | 17,176 | 892 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 17,131 | 889 | 0.09% | 0.09% | 188 | +2,722 | 18.89% | Q2 2026 | Aug 14, 2026 |
| BCK CAPITAL MANAGEMENT LP | History | No change | 17,170 | 882 | 3.84% | 3.84% | 189 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Added to | 16,628 | 863 | 0.01% | 0.01% | 190 | +2,174 | 15.04% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | Added to | 16,506 | 857 | 0.0% | 0.0% | 191 | +6,109 | 58.76% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 16,178 | 840 | 0.0% | 0.01% | 192 | -88,706 | -84.58% | Q2 2026 | Jul 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 15,877 | 824 | 0.0% | — | 193 | +15,877 | New | Q2 2026 | Aug 12, 2026 |
| AVIVA PLC | History | Added to | 15,815 | 821 | 0.0% | 0.0% | 195 | +2,448 | 18.31% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 15,822 | 821 | 0.0% | 0.0% | 194 | +380 | 2.46% | Q2 2026 | Jul 29, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 15,056 | 782 | 0.0% | 0.0% | 196 | +3,061 | 25.52% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 14,940 | 776 | 0.01% | 0.01% | 197 | +3,370 | 29.13% | Q2 2026 | Jul 23, 2026 |
| Inscription Capital, LLC | History | Added to | 14,677 | 762 | 0.07% | 0.08% | 198 | +219 | 1.51% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 14,457 | 751 | 0.0% | 0.0% | 199 | -90 | -0.62% | Q2 2026 | Jul 24, 2026 |
| JMN Financial LLC | History | Added to | 14,368 | 746 | 0.58% | 0.69% | 200 | +623 | 4.53% | Q2 2026 | Aug 10, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 14,266 | 741 | 0.01% | 0.0% | 201 | +6,381 | 80.93% | Q2 2026 | Jul 20, 2026 |
| PenderFund Capital Management Ltd. | History | Added to | 13,900 | 722 | 0.09% | 0.07% | 202 | +5,200 | 59.77% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 13,887 | 721 | 0.02% | 0.01% | 203 | +3,440 | 32.93% | Q2 2026 | Aug 11, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 13,874 | 721 | 0.0% | 0.0% | 204 | -359 | -2.52% | Q2 2026 | Aug 13, 2026 |
| OneAscent Investment Solutions LLC | History | New | 13,766 | 715 | 0.68% | — | 205 | +13,766 | New | Q2 2026 | Aug 11, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 12,948 | 672 | 0.03% | 0.03% | 206 | +2,544 | 24.45% | Q2 2026 | Jul 16, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 12,901 | 670 | 0.0% | 0.0% | 207 | +229 | 1.81% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 12,883 | 669 | 0.01% | 0.01% | 208 | +102 | 0.8% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 12,699 | 659 | 0.0% | 0.0% | 209 | -456 | -3.47% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 12,588 | 653 | 0.0% | 0.0% | 210 | -445 | -3.41% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 12,434 | 645 | 0.01% | 0.06% | 211 | -53,922 | -81.26% | Q2 2026 | Jul 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 12,340 | 641 | 0.0% | 0.0% | 212 | -1,427 | -10.37% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | Added to | 12,240 | 635 | 0.02% | 0.02% | 213 | +262 | 2.19% | Q2 2026 | Jul 27, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 12,078 | 627 | 0.01% | 0.01% | 214 | -191 | -1.56% | Q2 2026 | Jul 20, 2026 |
| Impact Partnership Wealth, LLC | History | New | 11,652 | 605 | 0.06% | — | 215 | +11,652 | New | Q2 2026 | Jul 29, 2026 |
| Lido Advisors, LLC | History | Added to | 11,590 | 602 | 0.0% | 0.0% | 216 | +3,683 | 46.58% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 11,379 | 591 | 0.0% | 0.0% | 217 | -1,851 | -13.99% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 11,270 | 585 | 0.0% | 0.01% | 218 | -48,633 | -81.19% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 10,810 | 561 | 0.0% | 0.0% | 219 | -2,842 | -20.82% | Q2 2026 | Aug 12, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 10,673 | 554 | 0.01% | 0.01% | 220 | +1,834 | 20.75% | Q2 2026 | Aug 03, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 10,631 | 552 | 0.01% | 0.01% | 221 | +2,375 | 28.77% | Q2 2026 | Jul 14, 2026 |
| Sagewood Asset Management LP | History | Added to | 10,586 | 549 | 0.12% | 0.09% | 222 | +4,993 | 89.27% | Q2 2026 | Jul 29, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 10,310 | 535 | 0.05% | 0.05% | 223 | +1,325 | 14.75% | Q2 2026 | Jul 29, 2026 |
| Bull Harbor Capital LLC | History | Reduced | 10,250 | 532 | 0.1% | 0.17% | 224 | -1,933 | -15.87% | Q2 2026 | Aug 10, 2026 |
| HUB Investment Partners, LLC | History | Added to | 10,137 | 526 | 0.01% | 0.01% | 225 | +2,809 | 38.33% | Q2 2026 | Jul 31, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 9,972 | 518 | 0.0% | 0.0% | 226 | +3,361 | 50.84% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,809 | 509 | 0.0% | 0.0% | 227 | -4,445 | -31.18% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 9,522 | 494 | 0.0% | 0.0% | 228 | +764 | 8.72% | Q2 2026 | Aug 14, 2026 |
| GREENLEAF TRUST | History | Reduced | 9,359 | 486 | 0.0% | 0.0% | 229 | -146 | -1.54% | Q2 2026 | Jul 21, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 9,195 | 477 | 0.0% | 0.0% | 230 | -6,603 | -41.8% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 9,141 | 474 | 0.02% | 0.02% | 231 | -2,168 | -19.17% | Q2 2026 | Jul 24, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 9,109 | 473 | 0.01% | 0.01% | 232 | -652 | -6.68% | Q2 2026 | Aug 14, 2026 |
| CERTUITY, LLC | History | Added to | 8,979 | 466 | 0.02% | 0.03% | 233 | +783 | 9.55% | Q2 2026 | Jul 28, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 8,910 | 462 | 0.0% | 0.0% | 234 | -58 | -0.65% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 8,834 | 458 | 0.0% | 0.01% | 236 | -10,507 | -54.33% | Q2 2026 | Aug 06, 2026 |
| Truvestments Capital LLC | History | No change | 8,820 | 458 | 0.07% | 0.08% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestcor Inc | History | New | 8,800 | 457 | 0.01% | — | 239 | +8,800 | New | Q2 2026 | Aug 11, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 8,797 | 457 | 0.01% | 0.01% | 238 | +1,455 | 19.82% | Q2 2026 | Jul 28, 2026 |
| Rathbones Group PLC | History | No change | 8,802 | 457 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 8,742 | 454 | 0.01% | 0.01% | 240 | -1,097 | -11.15% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Reduced | 8,721 | 453 | 0.0% | 0.0% | 241 | -4,012 | -31.51% | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | Reduced | 8,731 | 453 | 0.0% | 0.0% | 242 | -777 | -8.17% | Q2 2026 | Aug 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 8,681 | 451 | 0.0% | — | 243 | +8,681 | New | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 8,641 | 448 | 0.0% | 0.01% | 244 | -310 | -3.46% | Q2 2026 | Jul 28, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 8,463 | 439 | 0.01% | 0.07% | 245 | -94,866 | -91.81% | Q2 2026 | Aug 18, 2026 |
| Vise Technologies, Inc. | History | Added to | 8,390 | 435 | 0.0% | 0.0% | 246 | +3,468 | 70.46% | Q2 2026 | Aug 10, 2026 |
| Advisor OS, LLC | History | Reduced | 8,340 | 433 | 0.03% | 0.03% | 247 | -135 | -1.59% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 8,071 | 419 | 0.0% | 0.0% | 248 | -216,361 | -96.4% | Q2 2026 | Aug 12, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 7,900 | 410 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CHOREO, LLC | History | Added to | 7,829 | 406 | 0.0% | 0.0% | 250 | +68 | 0.88% | Q2 2026 | Aug 04, 2026 |
| Caerus Investment Advisors, LLC | History | Reduced | 7,707 | 400 | 0.13% | 0.18% | 251 | -804 | -9.45% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 7,688 | 399 | 0.0% | 0.0% | 252 | +2,355 | 44.16% | Q2 2026 | Aug 07, 2026 |
| Versant Capital Management, Inc | History | Reduced | 7,624 | 396 | 0.04% | 0.04% | 253 | -53 | -0.69% | Q2 2026 | Jul 02, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 7,375 | 383 | 0.01% | 0.01% | 254 | +2,787 | 60.75% | Q2 2026 | Jul 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 7,248 | 376 | 0.03% | 0.03% | 255 | -203 | -2.72% | Q2 2026 | Aug 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 7,234 | 375 | 0.0% | 0.01% | 256 | -176,393 | -96.06% | Q2 2026 | Aug 11, 2026 |
| FJ Capital Management LLC | History | No change | 7,224 | 375 | 0.05% | 0.04% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parcion Private Wealth LLC | History | Added to | 6,997 | 363 | 0.02% | 0.02% | 258 | +625 | 9.81% | Q2 2026 | Jul 27, 2026 |
| DnB Asset Management AS | History | No change | 6,948 | 360 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ethic Inc. | History | Added to | 6,870 | 356 | 0.0% | 0.0% | 260 | +940 | 15.85% | Q2 2026 | Jul 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 6,753 | 350 | 0.0% | 0.0% | 261 | +518 | 8.31% | Q2 2026 | Jul 29, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 6,650 | 345 | 0.01% | 0.01% | 262 | -44 | -0.66% | Q2 2026 | Aug 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 6,633 | 344 | 0.0% | 0.0% | 263 | +1,064 | 19.11% | Q2 2026 | Aug 13, 2026 |
| Utah Retirement Systems | History | No change | 6,634 | 344 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | New | 3,526 | 342 | 0.19% | — | 266 | +3,526 | New | Q2 2026 | Aug 27, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 6,602 | 342 | 0.06% | 0.06% | 265 | -14 | -0.21% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,409 | 332 | 0.0% | 0.0% | 267 | -3,835 | -37.44% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,235 | 324 | 0.0% | 0.0% | 268 | +192 | 3.18% | Q2 2026 | Jul 20, 2026 |
| REXFORD CAPITAL INC | History | No change | 6,157 | 319 | 0.2% | 0.23% | 269 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY TRUST CO | History | No change | 6,105 | 317 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Reduced | 6,071 | 315 | 0.0% | 0.0% | 271 | -605 | -9.06% | Q2 2026 | Aug 11, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 6,040 | 313 | 0.01% | 0.01% | 272 | -197 | -3.16% | Q2 2026 | Jul 15, 2026 |
| Perigon Wealth Management, LLC | History | No change | 6,043 | 313 | 0.0% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | Added to | 5,970 | 310 | 0.01% | 0.01% | 274 | +860 | 16.83% | Q2 2026 | Jul 07, 2026 |
| Composition Wealth, LLC | History | Added to | 5,880 | 305 | 0.0% | 0.0% | 275 | +498 | 9.25% | Q2 2026 | Jul 22, 2026 |
| Yorktown Management & Research Co Inc | History | New | 5,850 | 303 | 0.19% | — | 276 | +5,850 | New | Q2 2026 | Jul 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 5,832 | 302 | 0.02% | 0.03% | 277 | -3,672 | -38.64% | Q2 2026 | Aug 12, 2026 |
| Moran Wealth Management, LLC | History | Added to | 5,697 | 295 | 0.01% | 0.01% | 278 | +202 | 3.68% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,660 | 294 | 0.0% | 0.0% | 279 | +559 | 10.96% | Q2 2026 | Aug 07, 2026 |
| Optas, LLC | History | Reduced | 5,633 | 292 | 0.04% | 0.05% | 280 | -485 | -7.93% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | New | 5,545 | 288 | 0.0% | — | 281 | +5,545 | New | Q2 2026 | Aug 06, 2026 |
| Essential Partners LLC | History | Reduced | 5,525 | 287 | 0.13% | 0.19% | 282 | -5,529 | -50.02% | Q2 2026 | Aug 10, 2026 |
| Saiph Capital, LLC | History | New | 5,497 | 285 | 0.09% | — | 284 | +5,497 | New | Q2 2026 | Jul 29, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 5,491 | 285 | 0.01% | 0.01% | 283 | -1,736 | -24.02% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 5,410 | 281 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 5,388 | 279 | 0.0% | 0.0% | 286 | -279 | -4.92% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,366 | 278 | 0.0% | 0.0% | 287 | +436 | 8.84% | Q2 2026 | Aug 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 5,357 | 278 | 0.02% | 0.03% | 288 | -335 | -5.89% | Q2 2026 | Aug 06, 2026 |
| waypoint wealth counsel | History | Reduced | 5,326 | 276 | 0.17% | 0.2% | 289 | -2,359 | -30.7% | Q2 2026 | Aug 04, 2026 |
| CV Advisors LLC | History | New | 5,261 | 273 | 0.05% | — | 290 | +5,261 | New | Q2 2026 | Jul 21, 2026 |
| Curi Capital, LLC | History | Reduced | 5,230 | 271 | 0.0% | 0.01% | 291 | -2,585 | -33.08% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,189 | 269 | 0.0% | 0.0% | 292 | -29,894 | -85.21% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,192 | 269 | 0.0% | 0.0% | 293 | -971 | -15.76% | Q2 2026 | Aug 12, 2026 |
| Midwest Trust Co | History | Reduced | 5,149 | 267 | 0.0% | 0.0% | 294 | -634 | -10.96% | Q2 2026 | Aug 04, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 5,132 | 266 | 0.01% | 0.01% | 295 | +132 | 2.64% | Q2 2026 | Jul 31, 2026 |
| M&T BANK CORP | History | Added to | 5,107 | 265 | 0.0% | 0.0% | 296 | +232 | 4.76% | Q2 2026 | Aug 04, 2026 |
| Cohen Klingenstein LLC | History | No change | 5,029 | 261 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 5,000 | 260 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 4,996 | 259 | 0.0% | 0.0% | 299 | -366,488 | -98.66% | Q2 2026 | Aug 13, 2026 |
| Murchinson Ltd. | History | No change | 5,000 | 259 | 0.04% | 0.03% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 4,877 | 253 | 0.01% | 0.01% | 301 | -972 | -16.62% | Q2 2026 | Jul 20, 2026 |
| ProShare Advisors LLC | History | Reduced | 4,862 | 252 | 0.0% | 0.0% | 302 | -81 | -1.64% | Q2 2026 | Aug 11, 2026 |
| Leo Wealth, LLC | History | No change | 4,871 | 250 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Neo Ivy Capital Management | History | New | 4,796 | 249 | 0.06% | — | 304 | +4,796 | New | Q2 2026 | Aug 14, 2026 |
| NORDEN GROUP LLC | History | Reduced | 4,789 | 248 | 0.02% | 0.03% | 305 | -534 | -10.03% | Q2 2026 | Jul 29, 2026 |
| Ballentine Partners, LLC | History | Added to | 4,744 | 246 | 0.0% | 0.0% | 306 | +630 | 15.31% | Q2 2026 | Jul 17, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 4,693 | 243 | 0.01% | 0.02% | 307 | -2,730 | -36.78% | Q2 2026 | Jul 15, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 4,628 | 240 | 0.06% | — | 308 | +4,628 | New | Q2 2026 | Jul 23, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Added to | 4,592 | 239 | 0.01% | 0.01% | 309 | +232 | 5.32% | Q2 2026 | Aug 04, 2026 |
| Able Wealth Management LLC | History | Reduced | 4,571 | 237 | 0.05% | 0.06% | 310 | -131 | -2.79% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,552 | 236 | 0.0% | 0.0% | 311 | +427 | 10.35% | Q2 2026 | Jul 28, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 4,376 | 224 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Park Capital Management, LLC / WI | History | New | 4,251 | 220 | 0.13% | — | 313 | +4,251 | New | Q2 2026 | Jul 10, 2026 |
| CSM Advisors, LLC | History | Reduced | 4,190 | 218 | 0.0% | 0.02% | 314 | -8,662 | -67.4% | Q2 2026 | Aug 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 4,172 | 216 | 0.0% | 0.0% | 315 | -4,509 | -51.94% | Q2 2026 | Aug 10, 2026 |
| AlphaGrep UK Ltd | History | Reduced | 4,150 | 215 | 0.06% | 0.1% | 316 | -2,462 | -37.24% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 4,137 | 214 | 0.0% | — | 317 | +4,137 | New | Q2 2026 | Aug 14, 2026 |
| Impact Investors, Inc | History | No change | 4,114 | 213 | 0.16% | 0.15% | 318 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,083 | 212 | 0.0% | 0.0% | 319 | -99 | -2.37% | Q2 2026 | Jul 20, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 4,079 | 211 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 4,060 | 210 | 0.06% | 0.07% | 321 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlphaCore Capital LLC | History | New | 4,026 | 209 | 0.0% | — | 322 | +4,026 | New | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,019 | 208 | 0.0% | 0.0% | 323 | -226 | -5.32% | Q2 2026 | Aug 03, 2026 |
| 55 North Private Wealth, LLC | History | New | 3,983 | 206 | 0.04% | — | 324 | +3,983 | New | Q2 2026 | Jul 07, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 3,951 | 205 | 0.01% | — | 325 | +3,951 | New | Q2 2026 | Jul 27, 2026 |
| Interchange Capital Partners, LLC | History | New | 3,938 | 204 | 0.04% | — | 326 | +3,938 | New | Q2 2026 | Jul 20, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 3,915 | 201 | 0.04% | 0.04% | 327 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,800 | 197 | 0.0% | 0.0% | 328 | +439 | 13.06% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 3,687 | 191 | 0.01% | 0.01% | 329 | -1,855 | -33.47% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,470 | 180 | 0.0% | 0.0% | 330 | -542 | -13.51% | Q2 2026 | Jul 17, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 3,169 | 164 | 0.06% | 0.07% | 331 | -121 | -3.68% | Q2 2026 | Jul 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 3,020 | 156 | 0.0% | 0.01% | 332 | -49,896 | -94.29% | Q2 2026 | Aug 17, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 2,785 | 144 | 0.0% | 0.0% | 333 | -29,403 | -91.35% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | Added to | 2,566 | 133 | 0.0% | 0.0% | 334 | +1,142 | 80.2% | Q2 2026 | Jul 30, 2026 |
| Larson Financial Group LLC | History | Added to | 2,567 | 133 | 0.0% | 0.0% | 335 | +941 | 57.87% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 2,489 | 129 | 0.02% | 0.03% | 336 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UMB Bank, n.a. | History | Reduced | 2,420 | 125 | 0.0% | 0.0% | 337 | -49 | -1.98% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Added to | 2,150 | 111 | 0.03% | 0.03% | 338 | +320 | 17.49% | Q2 2026 | Jul 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,851 | 96 | 0.0% | 0.0% | 339 | +315 | 20.51% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,781 | 92 | 0.0% | 0.0% | 340 | -151 | -7.82% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,728 | 89 | 0.0% | 0.0% | 341 | -5 | -0.29% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | No change | 1,695 | 88 | 0.0% | 0.01% | 342 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 1,400 | 72 | 0.01% | — | 343 | +1,400 | New | Q2 2026 | Aug 03, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | No change | 1,131 | 58 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,061 | 55 | 0.0% | 0.0% | 345 | +99 | 10.29% | Q2 2026 | Sep 04, 2026 |
| Quent Capital, LLC | History | Reduced | 1,069 | 55 | 0.0% | 0.0% | 346 | -63 | -5.57% | Q2 2026 | Aug 07, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 992 | 51 | 0.0% | — | 347 | +992 | New | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 887 | 46 | 0.0% | 0.0% | 348 | -116 | -11.57% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | New | 821 | 42 | 0.0% | — | 350 | +821 | New | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 815 | 42 | 0.0% | 0.0% | 349 | +178 | 27.94% | Q2 2026 | Jul 23, 2026 |
| BESSEMER GROUP INC | History | Reduced | 698 | 36 | 0.0% | 0.0% | 351 | -104 | -12.97% | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 628 | 33 | 0.0% | 0.0% | 352 | +231 | 58.19% | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | No change | 644 | 33 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 606 | 31 | 0.0% | 0.0% | 354 | -11 | -1.78% | Q2 2026 | Aug 06, 2026 |
| Addison Advisors LLC | History | Reduced | 584 | 30 | 0.01% | 0.01% | 355 | -328 | -35.96% | Q2 2026 | Aug 10, 2026 |
| JPL Wealth Management, LLC | History | Added to | 579 | 30 | 0.01% | 0.01% | 356 | +108 | 22.93% | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 561 | 29 | 0.01% | 0.0% | 357 | +383 | 215.17% | Q2 2026 | Jul 07, 2026 |
| WealthCollab, LLC | History | No change | 526 | 27 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 472 | 24 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lodestone Wealth Management LLC | History | No change | 457 | 23 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| V-Square Quantitative Management LLC | History | Reduced | 424 | 22 | 0.0% | 0.0% | 361 | -55 | -11.48% | Q2 2026 | Jul 27, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 383 | 19 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 381 | 19 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | Added to | 332 | 17 | 0.0% | 0.0% | 364 | +297 | 848.57% | Q2 2026 | Aug 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 307 | 15 | 0.0% | 0.0% | 365 | -92 | -23.06% | Q2 2026 | Jul 02, 2026 |
| Smartleaf Asset Management LLC | History | No change | 289 | 15 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stone House Investment Management, LLC | History | Added to | 267 | 13 | 0.0% | 0.0% | 367 | +19 | 7.66% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 262 | 13 | 0.0% | 0.0% | 368 | -7 | -2.6% | Q2 2026 | Aug 07, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 260 | 13 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 238 | 12 | 0.0% | 0.0% | 370 | -48 | -16.78% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 208 | 10 | 0.01% | — | 372 | +208 | New | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 206 | 10 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 193 | 9 | 0.0% | — | 375 | +193 | New | Q2 2026 | Aug 13, 2026 |
| Marquette Asset Management, LLC | History | No change | 186 | 9 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 185 | 9 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 170 | 8 | 0.0% | 0.0% | 376 | +58 | 51.79% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 162 | 8 | 0.01% | 0.01% | 377 | +18 | 12.5% | Q2 2026 | Aug 28, 2026 |
| LRI Investments, LLC | History | No change | 151 | 7 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 132 | 6 | 0.0% | 0.0% | 379 | +20 | 17.86% | Q2 2026 | Jul 22, 2026 |
| Sachetta, LLC | History | Reduced | 131 | 6 | 0.0% | 0.0% | 380 | -5 | -3.68% | Q2 2026 | Jul 15, 2026 |
| Aventura Private Wealth, LLC | History | No change | 117 | 6 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 130 | 6 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| United Financial Planning Group LLC | History | New | 106 | 5 | 0.0% | — | 386 | +106 | New | Q2 2026 | Aug 06, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 102 | 5 | 0.0% | 0.0% | 385 | -9 | -8.11% | Q2 2026 | Jul 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 103 | 5 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 99 | 5 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 86 | 4 | 0.0% | 0.0% | 388 | -79 | -47.88% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 88 | 4 | 0.0% | 0.0% | 389 | -41 | -31.78% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 90 | 4 | 0.0% | 0.0% | 387 | -17 | -15.89% | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 94 | 4 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 73 | 3 | 0.0% | 0.02% | 391 | -1,473 | -95.28% | Q2 2026 | Aug 10, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 68 | 3 | 0.0% | — | 395 | +68 | New | Q2 2026 | Aug 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 63 | 3 | 0.0% | — | 396 | +63 | New | Q2 2026 | Aug 04, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 74 | 3 | 0.0% | 0.0% | 392 | +10 | 15.63% | Q2 2026 | Aug 11, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 76 | 3 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | No change | 63 | 3 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Activest Wealth Management | History | Reduced | 41 | 2 | 0.0% | 0.0% | 400 | -160 | -79.6% | Q2 2026 | Jul 16, 2026 |
| Persistent Asset Partners Ltd | History | New | 47 | 2 | 0.0% | — | 403 | +47 | New | Q2 2026 | Aug 06, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 44 | 2 | 0.0% | — | 402 | +41 | 1366.67% | Q2 2026 | Aug 14, 2026 |
| Avion Wealth | History | Added to | 47 | 2 | 0.0% | 0.0% | 399 | +10 | 27.03% | Q2 2026 | Jul 31, 2026 |
| HM PAYSON & CO | History | No change | 45 | 2 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sunbelt Securities, Inc. | History | No change | 57 | 2 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Caitlin John, LLC | History | Reduced | 35 | 1 | 0.0% | 0.12% | 410 | -4,024 | -99.14% | Q2 2026 | Aug 17, 2026 |
| CoreCap Advisors, LLC | History | New | 21 | 1 | 0.0% | — | 416 | +21 | New | Q2 2026 | Jul 06, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 24 | 1 | 0.0% | 0.0% | 412 | -19 | -44.19% | Q2 2026 | Jul 27, 2026 |
| Bare Financial Services, Inc | History | Added to | 34 | 1 | 0.0% | 0.0% | 409 | +12 | 54.55% | Q2 2026 | Jul 27, 2026 |
| Spire Wealth Management | History | Reduced | 29 | 1 | 0.0% | 0.0% | 406 | -11 | -27.5% | Q2 2026 | Jul 15, 2026 |
| Bogart Wealth, LLC | History | Added to | 37 | 1 | 0.0% | 0.0% | 404 | +3 | 8.82% | Q2 2026 | Jul 24, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 25 | 1 | 0.0% | 0.0% | 411 | +3 | 13.64% | Q2 2026 | Aug 26, 2026 |
| Signature Equity Partners, LLC | History | Added to | 26 | 1 | 0.0% | 0.0% | 414 | +2 | 8.33% | Q2 2026 | Jul 30, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 33 | 1 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ares Financial Consulting, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EFG International AG | History | No change | 20 | 1 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital World Investors | History | Closed out | 0 | 0 | — | 0.01% | — | -1,200,041 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sculptor Capital LP | History | Closed out | 0 | 0 | — | 0.31% | — | -571,298 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Governors Lane LP | History | Closed out | 0 | 0 | — | 1.75% | — | -532,530 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.08% | — | -417,527 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -348,600 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quinn Opportunity Partners LLC | History | Closed out | 0 | 0 | — | 0.83% | — | -311,367 | -100.0% | Q2 2026 | Aug 14, 2026 |
| L2 Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.38% | — | -289,902 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.01% | — | -275,130 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Chicago Capital Management, LLC | History | Closed out | 0 | 0 | — | 6.81% | — | -213,000 | -100.0% | Q2 2026 | Jul 22, 2026 |
| KBC Group NV | History | Closed out | 0 | 0 | — | 0.02% | — | -124,334 | -100.0% | Q2 2026 | Aug 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -114,979 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Alpine Global Management, LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -105,487 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -102,785 | -100.0% | Q2 2026 | Aug 05, 2026 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -101,601 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -97,027 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Absolute Gestao de Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.54% | — | -92,718 | -100.0% | Q2 2026 | Aug 25, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.01% | — | -76,949 | -100.0% | Q2 2026 | Jul 29, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75,658 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -69,678 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Mubadala Investment Co PJSC | History | Closed out | 0 | 0 | — | 0.02% | — | -63,748 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.1% | — | -59,483 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Ghisallo Capital Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -59,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -57,212 | -100.0% | Q2 2026 | Sep 09, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.02% | — | -56,562 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -54,615 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Amundi | History | Closed out | 0 | 0 | — | 0.0% | — | -49,997 | -100.0% | Q2 2026 | Aug 11, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -47,236 | -100.0% | Q2 2026 | Aug 11, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -40,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.08% | — | -39,294 | -100.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,200 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -30,806 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -29,853 | -100.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.01% | — | -29,613 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -29,025 | -100.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Closed out | 0 | 0 | — | 0.01% | — | -27,400 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -26,143 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.02% | — | -25,266 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Guinness Asset Management LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -20,915 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,223 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -19,253 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -18,730 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Lynx Investment Advisory | History | Closed out | 0 | 0 | — | 0.43% | — | -17,440 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,170 | -100.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,811 | -100.0% | Q2 2026 | Aug 10, 2026 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -15,500 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Ionic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -15,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,535 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -14,112 | -100.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,034 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,848 | -100.0% | Q2 2026 | Aug 13, 2026 |
| AMG National Trust Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -13,004 | -100.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,994 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -10,460 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.12% | — | -10,280 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,059 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,312 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,182 | -100.0% | Q2 2026 | Jul 23, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,006 | -100.0% | Q2 2026 | Jul 23, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,036 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Abacus Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,034 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Sage Investment Counsel LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -8,015 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,315 | -100.0% | Q2 2026 | Aug 04, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,021 | -100.0% | Q2 2026 | Jul 24, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,876 | -100.0% | Q2 2026 | Aug 10, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,046 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,974 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | Closed out | 0 | 0 | — | 0.01% | — | -5,956 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Bridgewater Advisors Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,855 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Paragon Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -5,552 | -100.0% | Q2 2026 | Jul 29, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.15% | — | -5,499 | -100.0% | Q2 2026 | Aug 05, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.01% | — | -5,074 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Commonwealth Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,874 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Collaborative Fund Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,706 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,647 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,554 | -100.0% | Q2 2026 | Aug 05, 2026 |
| QTR Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,395 | -100.0% | Q2 2026 | Jul 27, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,334 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Laurion Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,183 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,118 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Bison Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,044 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,951 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,909 | -100.0% | Q2 2026 | Aug 12, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,936 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.17% | — | -2,931 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,494 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -1,410 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,333 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,007 | -100.0% | Q2 2026 | Jul 29, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -656 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -416 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -271 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -253 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q2 2026 | Jul 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Wall Street Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q2 2026 | Jul 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q2 2026 | Jul 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Investors Portfolio Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | Reduced | 9 | 0 | — | 0.0% | — | -29 | -76.32% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Hilton Head Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q2 2026 | Jul 27, 2026 |
| ATWOOD & PALMER INC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Buck Wealth Strategies, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Jul 30, 2026 |
| Planning Strategies Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Jul 27, 2026 |
| SouthState Bank Corp | History | Reduced | 16 | 0 | — | 0.0% | — | -10 | -38.46% | Q2 2026 | Aug 06, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Jul 15, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Jul 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 2 | 0 | — | — | — | -4 | -66.67% | Q2 2026 | Jul 30, 2026 |
| Covestor Ltd | History | Reduced | 6 | 0 | — | — | — | -3 | -33.33% | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 14, 2026 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 14 | 0 | — | — | — | -1 | -6.67% | Q2 2026 | Jul 28, 2026 |
| TFC Financial Management, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cromwell Holdings LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abound Wealth Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Freestone Grove Partners LP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| HFM Investment Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |