GLACIER BANCORP, INC. - GBCI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| 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 | 17,715,517 | 913,766 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 6,861,268 | 353,904 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 6,552,684 | 337,987 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 5,843,261 | 301,395 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 4,081,530 | 210,540 | 0.14% | 0.14% | 5 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Capital Research Global Investors | History | No change | 3,660,502 | 188,808 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 3,527,043 | 181,954 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,067,083 | 158,200 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 2,790,538 | 143,935 | 0.08% | 0.08% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,309,385 | 142,969 | 0.03% | 0.03% | 10 | +412,441 | 14.24% | Q3 2026 | Nov 04, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 2,260,872 | 116,615 | 0.76% | 0.76% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 2,243,244 | 115,706 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,792,289 | 92,446 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COOKE & BIELER LP | History | Reduced | 2,090,366 | 90,303 | 1.42% | 1.37% | 14 | -200,771 | -8.76% | Q3 2026 | Oct 21, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,737,080 | 89,598 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital International Investors | History | No change | 1,563,826 | 80,662 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,520,953 | 78,450 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Channing Capital Management, LLC | History | Added to | 1,782,967 | 77,024 | 2.02% | 1.53% | 18 | +496,010 | 38.54% | Q3 2026 | Nov 02, 2026 |
| MORGAN STANLEY | History | No change | 1,478,858 | 76,279 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,348,072 | 69,534 | 0.54% | 0.54% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,215,951 | 62,718 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 1,181,730 | 60,953 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 1,161,003 | 59,884 | 0.71% | 0.71% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Madison Asset Management, LLC | History | No change | 1,144,784 | 59,047 | 0.7% | 0.7% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 1,120,706 | 57,806 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 1,084,870 | 55,957 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 1,081,504 | 55,783 | 0.49% | 0.49% | 27 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,081,322 | 55,774 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 931,570 | 48,478 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 937,895 | 48,377 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 875,960 | 45,182 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SNYDER CAPITAL MANAGEMENT L P | History | No change | 871,618 | 44,958 | 0.78% | 0.78% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 827,338 | 42,674 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nuveen, LLC | History | No change | 794,714 | 40,991 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 777,998 | 40,129 | 1.36% | 1.36% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 650,327 | 33,543 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 650,080 | 33,531 | 0.25% | 0.25% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 595,148 | 30,697 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 550,566 | 28,398 | 0.13% | 0.13% | 39 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 648,765 | 28,026 | 0.5% | 0.82% | 40 | -296,247 | -31.35% | Q3 2026 | Oct 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 523,085 | 26,980 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 522,115 | 26,930 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Port Capital LLC | History | No change | 508,074 | 26,206 | 1.07% | 1.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 453,468 | 23,389 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 424,376 | 21,889 | 0.39% | 0.39% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 414,104 | 21,359 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jain Global LLC | History | No change | 410,657 | 21,181 | 0.08% | 0.08% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 382,354 | 20,166 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 378,422 | 19,519 | 0.16% | 0.16% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 361,699 | 18,656 | 0.83% | 0.83% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 360,765 | 18,608 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 353,147 | 18,215 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gerald Baker Financial Group LLC | History | Reduced | 420,168 | 18,151 | 5.13% | 6.17% | 53 | -138 | -0.03% | Q3 2026 | Oct 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 343,657 | 17,725 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 342,953 | 17,690 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 407,749 | 17,614 | 0.05% | 0.06% | 56 | -5,864 | -1.42% | Q3 2026 | Nov 04, 2026 |
| LONE PEAK GLOBAL INVESTORS LLC | History | No change | 327,403 | 16,887 | 2.32% | 2.32% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 303,521 | 15,655 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 287,884 | 14,849 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 263,121 | 13,571 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ceredex Value Advisors LLC | History | No change | 261,600 | 13,493 | 0.38% | 0.38% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Swiss National Bank | History | No change | 261,121 | 13,468 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 305,605 | 13,202 | 0.01% | 0.01% | 63 | +10,105 | 3.42% | Q3 2026 | Nov 02, 2026 |
| Hedges Asset Management LLC | History | Added to | 300,712 | 12,990 | 9.02% | 10.01% | 64 | +5,000 | 1.69% | Q3 2026 | Oct 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 272,827 | 12,187 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 236,000 | 12,172 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 234,398 | 12,090 | 0.39% | 0.39% | 67 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 258,948 | 11,186 | 0.47% | 0.6% | 68 | -24,068 | -8.5% | Q3 2026 | Oct 20, 2026 |
| Index Fund Advisors, Inc. | History | No change | 213,562 | 11,015 | 0.44% | 0.44% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 240,471 | 10,388 | 0.01% | 0.0% | 70 | +139,034 | 137.06% | Q3 2026 | Nov 02, 2026 |
| Pier Capital, LLC | History | No change | 193,834 | 9,997 | 1.32% | 1.32% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Invesco Ltd. | History | No change | 192,332 | 9,920 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 187,636 | 9,679 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 184,962 | 9,540 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 180,990 | 9,335 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | No change | 179,052 | 9,235 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 176,336 | 9,095 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 210,507 | 9,093 | 0.18% | 0.23% | 78 | +496 | 0.24% | Q3 2026 | Nov 02, 2026 |
| FIL Ltd | History | No change | 170,000 | 8,768 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bridge City Capital, LLC | History | Added to | 189,680 | 8,194 | 1.71% | 1.92% | 80 | +26,621 | 16.33% | Q3 2026 | Oct 29, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 150,435 | 7,759 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 149,674 | 7,720 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 146,054 | 7,533 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 140,629 | 7,253 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 140,509 | 7,247 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 137,129 | 7,073 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 129,998 | 6,705 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 129,172 | 6,662 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 149,098 | 6,441 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Retirement Systems of Alabama | History | Added to | 134,306 | 5,802 | 0.02% | 0.02% | 90 | +1,048 | 0.79% | Q3 2026 | Nov 04, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 106,943 | 5,516 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAIRS & POWER INC | History | No change | 106,200 | 5,477 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 102,982 | 5,311 | 0.28% | 0.28% | 93 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stanley-Laman Group, Ltd. | History | New | 121,188 | 5,235 | 0.57% | — | 94 | +121,188 | New | Q3 2026 | Oct 20, 2026 |
| Modern Wealth Management, LLC | History | No change | 100,791 | 5,198 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 115,938 | 5,008 | 0.03% | 0.03% | 96 | -1,470 | -1.25% | Q3 2026 | Oct 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 96,787 | 4,992 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 88,955 | 4,588 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 106,129 | 4,584 | 0.21% | 0.3% | 99 | +170 | 0.16% | Q3 2026 | Oct 28, 2026 |
| Northern Capital Management, Inc. | History | No change | 87,162 | 4,495 | 1.92% | 1.92% | 100 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Holocene Advisors, LP | History | No change | 86,766 | 4,475 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 83,737 | 4,319 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 81,356 | 4,196 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 78,598 | 4,054 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 75,553 | 3,897 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 73,222 | 3,776 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 72,999 | 3,765 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 72,724 | 3,751 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | No change | 70,186 | 3,620 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 83,089 | 3,589 | 0.07% | 0.09% | 110 | -20,222 | -19.57% | Q3 2026 | Oct 22, 2026 |
| Arkadios Wealth Advisors | History | No change | 69,235 | 3,571 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M&T BANK CORP | History | No change | 68,809 | 3,549 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITIGROUP INC | History | Reduced | 81,289 | 3,511 | 0.0% | 0.0% | 113 | -86,633 | -51.59% | Q3 2026 | Nov 04, 2026 |
| Onyx Financial Advisors, LLC | History | Reduced | 79,793 | 3,447 | 1.23% | 1.5% | 114 | -1,017 | -1.26% | Q3 2026 | Oct 21, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 66,295 | 3,419 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOMESTEAD ADVISERS CORP | History | No change | 64,716 | 3,338 | 0.08% | 0.08% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ilex Capital Partners (UK) LLP | History | No change | 64,672 | 3,335 | 0.07% | 0.07% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Added to | 76,855 | 3,320 | 0.2% | 0.22% | 118 | +508 | 0.67% | Q3 2026 | Oct 30, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 61,145 | 3,153 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 72,208 | 3,119 | 1.23% | 1.45% | 120 | -27 | -0.04% | Q3 2026 | Oct 09, 2026 |
| KBC Group NV | History | No change | 67,369 | 2,910 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 55,730 | 2,874 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 53,654 | 2,767 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 53,200 | 2,744 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 50,473 | 2,603 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 49,244 | 2,540 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gradient Investments LLC | History | Reduced | 58,336 | 2,520 | 0.04% | 0.04% | 127 | -583 | -0.99% | Q3 2026 | Oct 08, 2026 |
| Idaho Trust Co | History | Reduced | 57,917 | 2,502 | 0.75% | 4.19% | 128 | -220,023 | -79.16% | Q3 2026 | Nov 04, 2026 |
| AMALGAMATED BANK | History | Added to | 55,868 | 2,413 | 0.02% | 0.02% | 129 | +1,060 | 1.93% | Q3 2026 | Oct 23, 2026 |
| Cerity Partners LLC | History | No change | 45,229 | 2,332 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital World Investors | History | No change | 44,858 | 2,313 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 43,562 | 2,246 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WASHINGTON TRUST BANK | History | No change | 49,804 | 2,151 | 0.15% | 0.18% | 133 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Handelsbanken Fonder AB | History | No change | 41,174 | 2,124 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 40,831 | 2,106 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 39,561 | 2,041 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 39,164 | 2,020 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 46,747 | 2,019 | 0.01% | 0.01% | 138 | -5,100 | -9.84% | Q3 2026 | Nov 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 38,848 | 2,003 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 46,153 | 1,993 | 0.02% | 0.02% | 140 | -409 | -0.88% | Q3 2026 | Oct 23, 2026 |
| ALLSTATE CORP | History | No change | 37,632 | 1,941 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 44,080 | 1,904 | 0.13% | 0.15% | 142 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 44,079 | 1,904 | 0.22% | 0.27% | 143 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 35,757 | 1,844 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 35,755 | 1,844 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 35,707 | 1,841 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 35,292 | 1,820 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| World Investment Advisors | History | No change | 40,398 | 1,804 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 34,878 | 1,799 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 32,944 | 1,699 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 38,700 | 1,671 | 0.03% | 0.03% | 151 | +1,000 | 2.65% | Q3 2026 | Oct 20, 2026 |
| Dakota Wealth Management | History | No change | 32,070 | 1,654 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Loudon Investment Management, LLC | History | No change | 31,439 | 1,621 | 0.8% | 0.8% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Babb Wealth Advisors LLC | History | No change | 37,343 | 1,613 | 0.75% | 0.93% | 154 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Arizona State Retirement System | History | Added to | 36,651 | 1,583 | 0.01% | 0.01% | 155 | +750 | 2.09% | Q3 2026 | Nov 03, 2026 |
| First American Bank | History | Reduced | 35,701 | 1,542 | 0.09% | 0.11% | 156 | -2,579 | -6.74% | Q3 2026 | Oct 27, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 29,473 | 1,520 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 29,361 | 1,514 | 0.1% | 0.1% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 28,982 | 1,494 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cladis Investment Advisory, LLC | History | No change | 28,298 | 1,459 | 0.68% | 0.68% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 33,533 | 1,448 | 0.02% | 0.02% | 161 | -1,854 | -5.24% | Q3 2026 | Oct 22, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 27,420 | 1,414 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 32,485 | 1,403 | 0.04% | 0.05% | 163 | +16 | 0.05% | Q3 2026 | Oct 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 27,000 | 1,393 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 26,822 | 1,383 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 26,671 | 1,375 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Amundi | History | No change | 26,631 | 1,373 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 26,511 | 1,367 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 31,081 | 1,342 | 0.01% | 0.01% | 169 | +236 | 0.77% | Q3 2026 | Nov 03, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 30,536 | 1,319 | 0.01% | 0.01% | 170 | +400 | 1.33% | Q3 2026 | Oct 27, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 29,664 | 1,281 | 0.28% | 0.34% | 171 | -196 | -0.66% | Q3 2026 | Nov 03, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 24,232 | 1,249 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Moors & Cabot, Inc. | History | No change | 24,131 | 1,244 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 28,382 | 1,226 | 0.0% | 0.0% | 174 | +245 | 0.87% | Q3 2026 | Oct 30, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 23,484 | 1,211 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 23,138 | 1,193 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 26,963 | 1,164 | 0.1% | 0.1% | 177 | +4,469 | 19.87% | Q3 2026 | Oct 06, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 26,948 | 1,164 | 0.01% | 0.01% | 178 | +300 | 1.13% | Q3 2026 | Oct 29, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 22,117 | 1,140 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Western Wealth Management, LLC | History | No change | 21,474 | 1,107 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 20,786 | 1,072 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 20,425 | 1,053 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 19,955 | 1,029 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 19,692 | 1,015 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Front Street Capital Management, Inc. | History | No change | 19,122 | 986 | 0.11% | 0.11% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 22,694 | 975 | 0.03% | 0.03% | 186 | -765 | -3.26% | Q3 2026 | Oct 20, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 18,918 | 975 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 18,265 | 942 | 0.16% | 0.16% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 21,708 | 937 | 0.01% | 0.01% | 189 | +138 | 0.64% | Q3 2026 | Oct 27, 2026 |
| ProShare Advisors LLC | History | Reduced | 21,618 | 933 | 0.0% | 0.0% | 190 | -845 | -3.76% | Q3 2026 | Oct 28, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 21,098 | 912 | 0.0% | — | 191 | +21,098 | New | Q3 2026 | Oct 27, 2026 |
| Legato Capital Management LLC | History | No change | 17,412 | 898 | 0.07% | 0.07% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 17,395 | 897 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 20,535 | 887 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Man Group plc | History | No change | 17,172 | 885 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 20,413 | 881 | 0.29% | 0.29% | 196 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,598 | 846 | 0.0% | 0.0% | 197 | +1,462 | 8.06% | Q3 2026 | Nov 02, 2026 |
| Atria Investments, Inc | History | Reduced | 19,470 | 841 | 0.01% | 0.01% | 198 | -2,573 | -11.67% | Q3 2026 | Oct 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 16,277 | 839 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Reduced | 18,594 | 803 | 0.0% | 0.01% | 200 | -764 | -3.95% | Q3 2026 | Nov 03, 2026 |
| Allied Investment Advisors, LLC | History | Reduced | 18,527 | 800 | 0.08% | 0.12% | 201 | -50 | -0.27% | Q3 2026 | Oct 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 15,440 | 796 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 17,719 | 765 | 0.0% | 0.0% | 203 | +2,525 | 16.62% | Q3 2026 | Nov 04, 2026 |
| STRS OHIO | History | Added to | 17,700 | 764 | 0.0% | 0.0% | 204 | +3,900 | 28.26% | Q3 2026 | Oct 30, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 17,593 | 759 | 0.01% | 0.01% | 205 | -168 | -0.95% | Q3 2026 | Oct 15, 2026 |
| Snowden Capital Advisors LLC | History | No change | 14,717 | 759 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Helium Advisors LLC | History | No change | 17,420 | 752 | 0.65% | 0.75% | 207 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Pacer Advisors, Inc. | History | No change | 14,486 | 747 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Added to | 16,777 | 725 | 0.02% | 0.02% | 209 | +102 | 0.61% | Q3 2026 | Oct 02, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 16,700 | 721 | 0.08% | 0.1% | 210 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| US BANCORP \DE\ | History | No change | 13,923 | 718 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 13,833 | 714 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 13,789 | 711 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VeraBank, N.A. | History | No change | 13,526 | 697 | 0.12% | 0.12% | 214 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 16,129 | 696 | 0.02% | — | 215 | +16,129 | New | Q3 2026 | Oct 16, 2026 |
| EntryPoint Capital, LLC | History | No change | 12,992 | 670 | 0.16% | 0.16% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 12,716 | 655 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 12,537 | 646 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DRW Securities, LLC | History | No change | 12,435 | 641 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 12,414 | 640 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 14,785 | 638 | 0.2% | 0.25% | 221 | +10 | 0.07% | Q3 2026 | Oct 16, 2026 |
| Inspire Investing, LLC | History | Added to | 14,739 | 636 | 0.03% | 0.03% | 222 | +1,571 | 11.93% | Q3 2026 | Oct 22, 2026 |
| Mattern Wealth Management LLC | History | No change | 14,531 | 627 | 0.1% | 0.12% | 223 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HighTower Advisors, LLC | History | No change | 12,068 | 622 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 12,075 | 622 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,983 | 618 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 11,871 | 612 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 11,791 | 608 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY TRUST CO | History | No change | 11,578 | 597 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,747 | 590 | 0.0% | 0.0% | 230 | +4,680 | 51.62% | Q3 2026 | Oct 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 10,733 | 553 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Texas Bank & Trust Co | History | No change | 12,700 | 548 | 0.18% | 0.21% | 232 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Caprock Group, LLC | History | No change | 10,390 | 535 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Curi Capital, LLC | History | No change | 10,354 | 534 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMG National Trust Bank | History | No change | 12,164 | 525 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 10,084 | 520 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GABELLI FUNDS LLC | History | No change | 10,000 | 515 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 9,894 | 510 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 9,484 | 508 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 9,659 | 498 | 0.09% | 0.09% | 240 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CULTIVAR CAPITAL, INC. | History | No change | 11,247 | 485 | 0.3% | 0.37% | 241 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 8,928 | 460 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 10,619 | 458 | 0.04% | 0.06% | 243 | -384 | -3.49% | Q3 2026 | Oct 27, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 8,638 | 445 | 0.18% | 0.18% | 244 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 8,612 | 444 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 8,551 | 441 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 10,205 | 440 | 0.12% | 0.16% | 247 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 8,464 | 436 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | No change | 10,105 | 436 | 0.1% | 0.13% | 249 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| &PARTNERS | History | No change | 8,205 | 423 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 9,726 | 420 | 0.02% | 0.03% | 251 | -2,464 | -20.21% | Q3 2026 | Oct 23, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | No change | 9,693 | 418 | 0.07% | 0.08% | 252 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Engineers Gate Manager LP | History | No change | 8,021 | 413 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 9,369 | 404 | 0.0% | 0.0% | 254 | -655 | -6.53% | Q3 2026 | Nov 02, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 9,105 | 393 | 0.01% | 0.01% | 255 | +167 | 1.87% | Q3 2026 | Oct 23, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | No change | 9,000 | 388 | 0.22% | 0.26% | 256 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 7,406 | 381 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 7,310 | 377 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 8,600 | 371 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Cooper Financial Group | History | Added to | 8,509 | 367 | 0.03% | 0.04% | 261 | +222 | 2.68% | Q3 2026 | Oct 07, 2026 |
| FEDERATED HERMES, INC. | History | No change | 7,123 | 367 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMERCE BANK | History | No change | 7,019 | 362 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centiva Capital, LP | History | No change | 7,004 | 361 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empower Advisory Group, LLC | History | No change | 6,988 | 360 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | No change | 6,978 | 359 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SG Americas Securities, LLC | History | No change | 6,739 | 348 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DnB Asset Management AS | History | No change | 6,738 | 347 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 7,904 | 341 | 0.04% | 0.05% | 268 | -1,391 | -14.97% | Q3 2026 | Oct 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 6,602 | 340 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,800 | 336 | 0.0% | 0.0% | 270 | +1,495 | 23.71% | Q3 2026 | Oct 23, 2026 |
| Abel Hall, LLC | History | Added to | 7,761 | 335 | 0.06% | 0.06% | 272 | +996 | 14.72% | Q3 2026 | Oct 19, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 7,772 | 335 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 6,441 | 332 | 0.07% | 0.07% | 273 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Apella Capital, LLC | History | Added to | 7,682 | 328 | 0.0% | 0.01% | 274 | +64 | 0.84% | Q3 2026 | Oct 08, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 7,043 | 304 | 0.01% | 0.01% | 275 | -178 | -2.47% | Q3 2026 | Oct 28, 2026 |
| Callan Family Office, LLC | History | No change | 5,912 | 304 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,878 | 303 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,738 | 295 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 6,724 | 290 | 0.0% | 0.0% | 279 | -19 | -0.28% | Q3 2026 | Nov 02, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 5,629 | 290 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mattson Financial Services, LLC | History | No change | 5,105 | 278 | 0.06% | 0.06% | 281 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Merit Financial Group, LLC | History | No change | 5,319 | 274 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 6,319 | 272 | 0.0% | 0.0% | 283 | -265 | -4.02% | Q3 2026 | Oct 21, 2026 |
| Brown Financial Advisors | History | No change | 5,187 | 267 | 0.09% | 0.09% | 284 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| EQUITABLE TRUST CO | History | No change | 6,155 | 265 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,110 | 264 | 0.0% | 0.0% | 286 | -290 | -4.53% | Q3 2026 | Oct 26, 2026 |
| Atom Investors LP | History | No change | 5,114 | 263 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 5,038 | 259 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 5,003 | 258 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 4,958 | 255 | 0.06% | 0.06% | 290 | 0 | 0.0% | Q2 2026 | Sep 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 4,895 | 252 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 4,868 | 251 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Piedmont Capital Management, LLC | History | No change | 4,601 | 242 | 0.12% | 0.12% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 4,655 | 240 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 4,667 | 240 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 5,514 | 238 | 0.08% | 0.1% | 296 | +14 | 0.25% | Q3 2026 | Oct 08, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 5,242 | 226 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| StoneX Group Inc. | History | New | 5,130 | 222 | 0.01% | — | 298 | +5,130 | New | Q3 2026 | Nov 03, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 5,132 | 221 | 0.07% | 0.08% | 299 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 5,091 | 217 | 0.01% | 0.01% | 300 | -2 | -0.04% | Q3 2026 | Oct 15, 2026 |
| GTS SECURITIES LLC | History | No change | 4,167 | 214 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 4,866 | 210 | 0.01% | — | 303 | +4,866 | New | Q3 2026 | Oct 30, 2026 |
| Ballentine Partners, LLC | History | No change | 4,088 | 210 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 4,062 | 209 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 4,779 | 206 | 0.01% | 0.02% | 305 | -300 | -5.91% | Q3 2026 | Oct 13, 2026 |
| Three Seasons Wealth, LLC | History | No change | 4,760 | 205 | 0.02% | 0.02% | 306 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MOTCO | History | No change | 3,950 | 203 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,673 | 202 | 0.01% | 0.01% | 308 | -50 | -1.06% | Q3 2026 | Oct 22, 2026 |
| Iron Gate Global Advisors LLC | History | No change | 3,887 | 200 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 3,887 | 200 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,456 | 179 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,236 | 166 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 3,715 | 160 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,635 | 157 | 0.0% | 0.0% | 314 | +2 | 0.06% | Q3 2026 | Oct 23, 2026 |
| GAMMA Investing LLC | History | Added to | 3,629 | 156 | 0.01% | 0.01% | 315 | +831 | 29.7% | Q3 2026 | Oct 08, 2026 |
| Nykredit A/S | History | No change | 2,774 | 143 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Premier Fund Managers Ltd | History | No change | 3,163 | 138 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,593 | 133 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2,923 | 126 | 0.01% | — | 319 | +2,923 | New | Q3 2026 | Oct 29, 2026 |
| SIMPLEX TRADING, LLC | History | New | 2,582 | 111 | 0.0% | — | 320 | +2,582 | New | Q3 2026 | Nov 04, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 2,115 | 109 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 2,444 | 105 | 0.0% | — | 322 | +2,444 | New | Q3 2026 | Oct 28, 2026 |
| UMB Bank, n.a. | History | No change | 2,027 | 104 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,966 | 84 | 0.0% | 0.0% | 324 | -126 | -6.02% | Q3 2026 | Oct 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,871 | 80 | 0.0% | 0.0% | 326 | +94 | 5.29% | Q3 2026 | Oct 08, 2026 |
| Bollard Group LLC | History | No change | 1,557 | 80 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,840 | 79 | 0.01% | 0.01% | 328 | +609 | 49.47% | Q3 2026 | Oct 01, 2026 |
| Arax Advisory Partners | History | No change | 1,543 | 79 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meramec Financial Planners, LLC | History | No change | 1,473 | 72 | 0.03% | 0.03% | 329 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,336 | 68 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,253 | 64 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,050 | 54 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,249 | 53 | 0.0% | 0.0% | 334 | -8 | -0.64% | Q3 2026 | Oct 08, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 1,037 | 53 | 0.02% | 0.02% | 333 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ASSETMARK, INC | History | Added to | 1,222 | 52 | 0.0% | 0.0% | 336 | +326 | 36.38% | Q3 2026 | Oct 21, 2026 |
| BESSEMER GROUP INC | History | No change | 1,016 | 52 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 1,008 | 51 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 997 | 51 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 906 | 46 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 887 | 45 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gould Capital, LLC | History | No change | 855 | 44 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 847 | 43 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 955 | 41 | 0.0% | 0.0% | 343 | +55 | 6.11% | Q3 2026 | Oct 28, 2026 |
| Heritage Family Offices, LLP | History | New | 798 | 34 | 0.01% | — | 344 | +798 | New | Q3 2026 | Nov 02, 2026 |
| MATHER GROUP, LLC. | History | Added to | 726 | 31 | 0.0% | 0.0% | 345 | +68 | 10.33% | Q3 2026 | Oct 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 733 | 31 | 0.0% | 0.0% | 346 | -37 | -4.81% | Q3 2026 | Oct 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 704 | 30 | 0.0% | 0.0% | 347 | +83 | 13.37% | Q3 2026 | Nov 04, 2026 |
| Root Financial Partners, LLC | History | New | 632 | 27 | 0.0% | — | 348 | +632 | New | Q3 2026 | Oct 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 505 | 26 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 574 | 25 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 550 | 23 | 0.0% | 0.0% | 351 | +148 | 36.82% | Q3 2026 | Nov 03, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 521 | 22 | 0.0% | 0.0% | 352 | +84 | 19.22% | Q3 2026 | Oct 26, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 410 | 21 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 492 | 21 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Clearstead Trust, LLC | History | No change | 373 | 19 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 364 | 18 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 401 | 17 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Triumph Capital Management | History | Reduced | 350 | 15 | 0.0% | 0.0% | 360 | -5 | -1.41% | Q3 2026 | Oct 14, 2026 |
| DANSKE BANK A/S | History | No change | 300 | 15 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Westside Investment Management, Inc. | History | No change | 358 | 15 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Allied Private Wealth LLC | History | No change | 278 | 13 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIRST HORIZON CORP | History | Reduced | 291 | 12 | 0.0% | 0.0% | 362 | -76 | -20.71% | Q3 2026 | Oct 26, 2026 |
| Vanguard National Trust Co | History | No change | 210 | 10 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 224 | 9 | 0.0% | 0.0% | 366 | +1 | 0.45% | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 181 | 9 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 190 | 9 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 181 | 9 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 194 | 8 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | No change | 169 | 8 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 170 | 8 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 177 | 7 | 0.0% | — | 376 | +177 | New | Q3 2026 | Oct 15, 2026 |
| TRUST CO OF VERMONT | History | New | 168 | 7 | 0.0% | — | 375 | +168 | New | Q3 2026 | Oct 21, 2026 |
| Essential Partners LLC | History | Added to | 181 | 7 | 0.0% | 0.0% | 374 | +93 | 105.68% | Q3 2026 | Oct 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 152 | 7 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 152 | 7 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Colonial Trust Co / SC | History | No change | 148 | 7 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 157 | 6 | 0.0% | 0.0% | 377 | -55 | -25.94% | Q3 2026 | Oct 05, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 145 | 6 | 0.0% | 0.0% | 378 | +30 | 26.09% | Q3 2026 | Oct 27, 2026 |
| Covestor Ltd | History | Reduced | 127 | 6 | 0.0% | 0.0% | 380 | -9 | -6.62% | Q3 2026 | Oct 30, 2026 |
| Richardson Capital Management LLC | History | No change | 160 | 6 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Tributary Capital Management, LLC | History | New | 134 | 5 | 0.0% | — | 386 | +134 | New | Q3 2026 | Oct 28, 2026 |
| Ascentis Wealth Management, LLC | History | New | 128 | 5 | 0.0% | — | 387 | +128 | New | Q3 2026 | Nov 03, 2026 |
| True Wealth Design, LLC | History | Added to | 138 | 5 | 0.0% | — | 383 | +124 | 885.71% | Q3 2026 | Oct 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 98 | 5 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quent Capital, LLC | History | No change | 104 | 5 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arlington Trust Co LLC | History | No change | 117 | 5 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Boreal Capital Management LLC | History | No change | 115 | 5 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 105 | 4 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 103 | 4 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Fortitude Family Office, LLC | History | Added to | 73 | 3 | 0.0% | 0.0% | 390 | +12 | 19.67% | Q3 2026 | Oct 14, 2026 |
| Wiser Advisor Group LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MidFirst Bank | History | No change | 74 | 3 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elyxium Wealth, LLC | History | New | 60 | 2 | 0.0% | — | 400 | +60 | New | Q3 2026 | Oct 27, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 51 | 2 | 0.0% | 0.0% | 395 | +15 | 41.67% | Q3 2026 | Oct 27, 2026 |
| James T. Borello RIA | History | Reduced | 53 | 2 | 0.0% | 0.0% | 399 | -3 | -5.36% | Q3 2026 | Oct 16, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Sachetta, LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 56 | 2 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Bravera Wealth | History | No change | 44 | 2 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 43 | 1 | 0.0% | — | 414 | +43 | New | Q3 2026 | Oct 16, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 25 | 1 | 0.0% | — | 406 | +11 | 78.57% | Q3 2026 | Oct 28, 2026 |
| Torren Management, LLC | History | Reduced | 25 | 1 | 0.0% | 0.0% | 410 | -1 | -3.85% | Q3 2026 | Oct 29, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 25 | 1 | 0.0% | 0.0% | 412 | -1 | -3.85% | Q3 2026 | Oct 29, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 20 | 1 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 45 | 1 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 39 | 1 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 23 | 1 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPL Wealth Management, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Rialto Wealth Management, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 23 | 1 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| SummerHaven Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -15,892 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Revolve Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,220 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,339 | -100.0% | Q3 2026 | Nov 03, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,613 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Peterson Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,501 | -100.0% | Q3 2026 | Oct 08, 2026 |
| GREENLEAF TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -4,464 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,227 | -100.0% | Q3 2026 | Oct 16, 2026 |
| FSM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,095 | -100.0% | Q3 2026 | Oct 27, 2026 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -4,047 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,009 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Keudell/Morrison Wealth Management | History | Closed out | 0 | 0 | — | 0.04% | — | -3,900 | -100.0% | Q3 2026 | Oct 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -493 | -100.0% | Q3 2026 | Nov 02, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2026 | Nov 03, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -11 | -42.31% | Q3 2026 | Oct 07, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 15 | 0 | — | 0.0% | — | -5 | -25.0% | Q3 2026 | Nov 05, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 17 | 0 | — | — | — | +2 | 13.33% | Q3 2026 | Nov 03, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q3 2026 | Oct 29, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q3 2026 | Oct 27, 2026 |
| Planning Strategies Inc. | History | Reduced | 9 | 0 | — | — | — | -1 | -10.0% | Q3 2026 | Oct 02, 2026 |
| GK Wealth Management LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 09, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quaker Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| American Capital Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| LRI Investments, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rossby Financial, LCC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kilter Group LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ares Financial Consulting, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |