GigaCloud Technology Inc - GCT
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 4,443,854 | 140,425 | 0.01% | 0.01% | 1 | +103,568 | 2.39% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 2,187,868 | 69,136 | 0.0% | 0.0% | 2 | +273,199 | 14.27% | Q2 2026 | Aug 07, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 1,406,190 | 44,436 | 0.08% | 0.1% | 3 | +366,300 | 35.22% | Q2 2026 | Aug 06, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 1,230,413 | 38,881 | 0.12% | 0.17% | 4 | -34,511 | -2.73% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 906,559 | 28,647 | 0.01% | 0.0% | 5 | +777,094 | 600.23% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 833,100 | 26,328 | 0.0% | 0.0% | 6 | +360,756 | 76.38% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | Added to | 779,230 | 24,623 | 0.0% | 0.0% | 7 | +394,280 | 102.42% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 759,542 | 24,005 | 0.0% | 0.0% | 8 | +53,118 | 7.52% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 619,423 | 19,573 | 0.0% | 0.0% | 9 | +41,123 | 7.11% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 534,205 | 16,880 | 0.0% | 0.0% | 10 | +3,899 | 0.74% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 493,138 | 15,583 | 0.0% | 0.0% | 11 | +168,990 | 52.13% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 475,700 | 15,032 | 0.0% | 0.0% | 12 | +88,184 | 22.76% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 430,460 | 13,602 | 0.0% | 0.0% | 13 | -198,859 | -31.6% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 411,276 | 12,996 | 0.01% | 0.01% | 14 | +309,346 | 303.49% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 381,918 | 12,068 | 0.0% | 0.0% | 15 | +933 | 0.24% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 360,033 | 11,377 | 0.01% | 0.0% | 16 | +311,887 | 647.79% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 336,738 | 10,640 | 0.01% | 0.0% | 17 | +234,724 | 230.09% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 316,500 | 10,001 | 0.0% | 0.0% | 19 | -307,938 | -49.31% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 316,507 | 10,001 | 0.0% | 0.01% | 18 | -293,055 | -48.08% | Q2 2026 | Aug 13, 2026 |
| Oasis Management Co Ltd. | History | No change | 312,995 | 9,890 | 0.53% | 0.83% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 301,356 | 9,522 | 0.0% | 0.0% | 21 | +11,368 | 3.92% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 253,383 | 8,212 | 0.0% | 0.0% | 22 | +22,406 | 9.7% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | Reduced | 241,442 | 7,629 | 0.0% | 0.01% | 23 | -337,219 | -58.28% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 233,616 | 7,382 | 0.0% | 0.0% | 24 | -68,033 | -22.55% | Q2 2026 | Aug 13, 2026 |
| HENNESSY ADVISORS INC | History | New | 218,000 | 6,888 | 0.22% | — | 25 | +218,000 | New | Q2 2026 | Jul 16, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 216,223 | 6,832 | 0.0% | 0.0% | 26 | +9,082 | 4.38% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 210,280 | 6,644 | 0.0% | 0.0% | 27 | -156,131 | -42.61% | Q2 2026 | Sep 02, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 201,384 | 6,363 | 0.0% | 0.0% | 28 | +88,702 | 78.72% | Q2 2026 | Aug 07, 2026 |
| Tieton Capital Management, LLC | History | New | 197,995 | 6,257 | 1.8% | — | 29 | +197,995 | New | Q2 2026 | Aug 10, 2026 |
| IMC-Chicago, LLC | History | Added to | 193,801 | 6,124 | 0.0% | 0.0% | 30 | +40,670 | 26.56% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 193,296 | 6,108 | 0.0% | 0.01% | 31 | -280,573 | -59.21% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 188,269 | 5,949 | 0.0% | 0.0% | 32 | +186,302 | 9471.38% | Q2 2026 | Aug 03, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 172,399 | 5,447 | 0.06% | 0.11% | 33 | +13,426 | 8.45% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 169,126 | 5,344 | 0.01% | 0.02% | 34 | -58,231 | -25.61% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 167,361 | 5,288 | 0.02% | 0.01% | 35 | +129,766 | 345.17% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 167,173 | 5,282 | 0.0% | 0.0% | 36 | +21,526 | 14.78% | Q2 2026 | Aug 13, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 158,553 | 5,010 | 0.01% | 0.02% | 37 | -19,082 | -10.74% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Added to | 152,312 | 4,813 | 0.01% | 0.01% | 38 | +68,835 | 82.46% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 151,234 | 4,778 | 0.0% | 0.0% | 39 | +23,950 | 18.82% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 139,537 | 4,621 | 0.01% | 0.01% | 40 | +68,477 | 96.37% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 135,503 | 4,281 | 0.0% | 0.01% | 41 | +19,143 | 16.45% | Q2 2026 | Aug 14, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 130,300 | 4,095 | 0.0% | 0.01% | 42 | -1,700 | -1.29% | Q2 2026 | Aug 05, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 128,031 | 4,045 | 0.01% | 0.02% | 43 | -3,000 | -2.29% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 83,272 | 3,778 | 0.0% | 0.0% | 44 | +16,380 | 24.49% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 112,691 | 3,561 | 0.0% | 0.0% | 45 | +80,285 | 247.75% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 104,975 | 3,317 | 0.02% | 0.02% | 46 | +11,912 | 12.8% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | New | 104,954 | 3,316 | 0.03% | — | 47 | +104,954 | New | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 97,063 | 3,067 | 0.0% | 0.0% | 48 | +11,162 | 12.99% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 95,847 | 3,028 | 0.0% | 0.0% | 49 | +8,366 | 9.56% | Q2 2026 | Aug 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 86,820 | 2,743 | 0.0% | — | 50 | +86,820 | New | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 85,732 | 2,709 | 0.0% | 0.0% | 51 | +24,330 | 39.62% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 85,270 | 2,694 | 0.0% | 0.0% | 52 | -14,679 | -14.69% | Q2 2026 | Aug 14, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Added to | 84,000 | 2,654 | 0.61% | 0.31% | 53 | +52,500 | 166.67% | Q2 2026 | Aug 03, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 79,960 | 2,526 | 0.08% | 0.09% | 54 | +19,331 | 31.88% | Q2 2026 | Jul 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 74,892 | 2,366 | 0.02% | 0.03% | 55 | +13,283 | 21.56% | Q2 2026 | Aug 10, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 72,552 | 2,292 | 0.02% | 0.02% | 56 | +20,437 | 39.22% | Q2 2026 | Aug 13, 2026 |
| Portolan Capital Management, LLC | History | Added to | 65,644 | 2,074 | 0.08% | 0.13% | 57 | +13,630 | 26.2% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Added to | 59,752 | 1,888 | 0.01% | 0.01% | 58 | +29,781 | 99.37% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 58,354 | 1,843 | 0.04% | 0.05% | 59 | +5,580 | 10.57% | Q2 2026 | Jul 13, 2026 |
| Invesco Ltd. | History | Reduced | 55,183 | 1,743 | 0.0% | 0.0% | 60 | -43,515 | -44.09% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 55,000 | 1,738 | 0.03% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 51,782 | 1,636 | 0.0% | 0.0% | 62 | +4,992 | 10.67% | Q2 2026 | Aug 04, 2026 |
| Swiss National Bank | History | Added to | 50,000 | 1,580 | 0.0% | 0.0% | 63 | +500 | 1.01% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 49,579 | 1,566 | 0.0% | 0.0% | 64 | -7,116 | -12.55% | Q2 2026 | Aug 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 49,411 | 1,561 | 0.2% | 0.34% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 49,235 | 1,555 | 0.0% | 0.0% | 66 | -3,945 | -7.42% | Q2 2026 | Aug 12, 2026 |
| Ruffer LLP | History | New | 48,921 | 1,544 | 0.05% | — | 67 | +48,921 | New | Q2 2026 | Jul 30, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 48,207 | 1,523 | 0.02% | 0.05% | 68 | -9,516 | -16.49% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | New | 47,445 | 1,499 | 0.01% | — | 69 | +47,445 | New | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 46,059 | 1,455 | 0.01% | 0.02% | 70 | -29,169 | -38.77% | Q2 2026 | Aug 13, 2026 |
| Edgestream Partners, L.P. | History | New | 45,854 | 1,448 | 0.04% | — | 71 | +45,854 | New | Q2 2026 | Aug 11, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 43,609 | 1,378 | 0.0% | 0.01% | 72 | -10,228 | -19.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 43,561 | 1,376 | 0.0% | — | 73 | +43,561 | New | Q2 2026 | Aug 12, 2026 |
| Artemis Investment Management LLP | History | Added to | 42,678 | 1,348 | 0.01% | 0.01% | 74 | +14,083 | 49.25% | Q2 2026 | Jul 23, 2026 |
| Squarepoint Ops LLC | History | Added to | 41,673 | 1,316 | 0.0% | 0.0% | 75 | +32,234 | 341.5% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Reduced | 39,672 | 1,253 | 0.0% | 0.01% | 76 | -60,188 | -60.27% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 38,634 | 1,220 | 0.0% | 0.0% | 77 | -5,757 | -12.97% | Q2 2026 | Aug 03, 2026 |
| DENALI ADVISORS LLC | History | No change | 38,242 | 1,208 | 0.12% | 0.19% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KBC Group NV | History | Reduced | 37,695 | 1,191 | 0.0% | 0.0% | 79 | -643 | -1.68% | Q2 2026 | Aug 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 35,267 | 1,114 | 0.0% | 0.0% | 80 | +4,998 | 16.51% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 33,519 | 1,059 | 0.0% | 0.0% | 81 | +2,144 | 6.83% | Q2 2026 | Aug 11, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 33,490 | 1,058 | 0.0% | 0.0% | 82 | +17,961 | 115.66% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | Reduced | 33,477 | 1,057 | 0.0% | 0.0% | 83 | -23,317 | -41.06% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 32,251 | 1,019 | 0.0% | 0.0% | 84 | +7,171 | 28.59% | Q2 2026 | Sep 02, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 28,535 | 901 | 0.0% | 0.0% | 85 | -749 | -2.56% | Q2 2026 | Aug 24, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 28,137 | 889 | 0.06% | 0.21% | 86 | -45,818 | -61.95% | Q2 2026 | Aug 07, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 27,128 | 857 | 0.0% | 0.0% | 87 | +3,489 | 14.76% | Q2 2026 | Aug 07, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 26,219 | 828 | 0.15% | 0.21% | 88 | +4,946 | 23.25% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Added to | 25,630 | 809 | 0.0% | 0.0% | 89 | +21,005 | 454.16% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 24,833 | 784 | 0.01% | 0.0% | 90 | +15,635 | 169.98% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 24,250 | 766 | 0.0% | 0.01% | 91 | +1,700 | 7.54% | Q2 2026 | Aug 25, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 23,800 | 752 | 0.0% | 0.0% | 92 | -15,003 | -38.66% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | Reduced | 23,767 | 751 | 0.01% | 0.02% | 93 | -7,283 | -23.46% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Added to | 23,554 | 744 | 0.03% | 0.01% | 94 | +19,708 | 512.43% | Q2 2026 | Aug 12, 2026 |
| Freestone Grove Partners LP | History | Added to | 22,964 | 725 | 0.0% | 0.0% | 95 | +21,370 | 1340.65% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 22,677 | 716 | 0.04% | 0.01% | 96 | +17,480 | 336.35% | Q2 2026 | Aug 03, 2026 |
| Vident Advisory, LLC | History | Added to | 22,414 | 708 | 0.01% | 0.01% | 97 | +4,841 | 27.55% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 22,342 | 706 | 0.0% | 0.0% | 98 | -641 | -2.79% | Q2 2026 | Aug 12, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 22,182 | 700 | 0.0% | 0.0% | 99 | +2,728 | 14.02% | Q2 2026 | Jul 31, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 21,800 | 688 | 0.0% | 0.0% | 100 | +3,200 | 17.2% | Q2 2026 | Jul 29, 2026 |
| Capstone Capital Management Ltd | History | New | 21,559 | 681 | 0.3% | — | 101 | +21,559 | New | Q2 2026 | Jul 20, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 21,532 | 680 | 0.0% | 0.0% | 102 | +783 | 3.77% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 21,531 | 680 | 0.0% | 0.0% | 103 | +285 | 1.34% | Q2 2026 | Aug 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 20,983 | 664 | 0.0% | 0.0% | 104 | +3,430 | 19.54% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 20,749 | 655 | 0.0% | 0.0% | 105 | +14,409 | 227.27% | Q2 2026 | Aug 06, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 19,856 | 627 | 0.04% | — | 106 | +19,856 | New | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | Reduced | 19,819 | 626 | 0.0% | 0.01% | 107 | -37,881 | -65.65% | Q2 2026 | Aug 03, 2026 |
| Legal & General Group Plc | History | Reduced | 19,738 | 623 | 0.0% | 0.0% | 108 | -1,347 | -6.39% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 19,096 | 603 | 0.0% | 0.01% | 109 | -9,312 | -32.78% | Q2 2026 | Aug 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 18,006 | 568 | 0.06% | 0.09% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 16,960 | 535 | 0.0% | 0.0% | 111 | +83 | 0.49% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 16,621 | 526 | 0.12% | — | 112 | +16,621 | New | Q2 2026 | Aug 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 14,604 | 508 | 0.01% | 0.02% | 113 | +25 | 0.17% | Q2 2026 | Jul 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 16,010 | 505 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 15,554 | 492 | 0.0% | 0.0% | 115 | -25,451 | -62.07% | Q2 2026 | Aug 07, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 10,600 | 480 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MetLife Investment Management, LLC | History | Added to | 15,162 | 479 | 0.0% | 0.0% | 117 | +1,152 | 8.22% | Q2 2026 | Aug 13, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | New | 14,934 | 471 | 0.03% | — | 118 | +14,934 | New | Q2 2026 | Aug 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 14,872 | 469 | 0.0% | 0.0% | 119 | +1,075 | 7.79% | Q2 2026 | Aug 12, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 14,770 | 466 | 0.13% | 0.22% | 120 | +150 | 1.03% | Q2 2026 | Jul 30, 2026 |
| State of Wyoming | History | Reduced | 14,527 | 459 | 0.05% | 0.09% | 121 | -2,207 | -13.19% | Q2 2026 | Aug 06, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 14,510 | 458 | 0.0% | 0.0% | 122 | +1,592 | 12.32% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | New | 14,200 | 448 | 0.0% | — | 123 | +14,200 | New | Q2 2026 | Aug 14, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 14,075 | 444 | 0.03% | 0.05% | 124 | -1,070 | -7.07% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 14,009 | 442 | 0.0% | 0.0% | 125 | +2,579 | 22.56% | Q2 2026 | Jul 29, 2026 |
| Amundi | History | Added to | 13,100 | 413 | 0.0% | 0.0% | 126 | +7,493 | 133.64% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 12,770 | 403 | 0.0% | 0.0% | 127 | -3,167 | -19.87% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | Reduced | 12,744 | 402 | 0.0% | 0.0% | 128 | -3,139 | -19.76% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 12,492 | 394 | 0.0% | 0.0% | 129 | -1,977 | -13.66% | Q2 2026 | Aug 13, 2026 |
| ALPS ADVISORS INC | History | Added to | 12,253 | 387 | 0.0% | 0.0% | 130 | +156 | 1.29% | Q2 2026 | Jul 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 12,200 | 385 | 0.0% | 0.01% | 131 | -66,609 | -84.52% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 11,700 | 369 | 0.0% | 0.0% | 132 | -4,300 | -26.88% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 11,163 | 352 | 0.0% | 0.0% | 133 | +1,918 | 20.75% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 11,144 | 352 | 0.0% | 0.0% | 134 | +544 | 5.13% | Q2 2026 | Sep 09, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 10,925 | 345 | 0.0% | 0.0% | 135 | -95 | -0.86% | Q2 2026 | Aug 12, 2026 |
| Bridgefront Capital, LLC | History | New | 10,886 | 343 | 0.09% | — | 136 | +10,886 | New | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 10,791 | 340 | 0.02% | 0.01% | 137 | +5,345 | 98.15% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | New | 10,740 | 339 | 0.0% | — | 138 | +10,740 | New | Q2 2026 | Aug 17, 2026 |
| Jupiter Topco LLC | History | New | 10,600 | 334 | 0.0% | — | 140 | +10,600 | New | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | New | 10,573 | 334 | 0.0% | — | 139 | +10,573 | New | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | New | 9,786 | 309 | 0.0% | — | 141 | +9,786 | New | Q2 2026 | Aug 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 9,324 | 294 | 0.01% | — | 142 | +9,324 | New | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,220 | 291 | 0.0% | 0.0% | 143 | -5,821 | -38.7% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 8,998 | 284 | 0.0% | 0.0% | 144 | -2,077 | -18.75% | Q2 2026 | Aug 11, 2026 |
| NATIXIS | History | Reduced | 8,907 | 281 | 0.0% | 0.0% | 145 | -2,303 | -20.54% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,439 | 267 | 0.0% | 0.0% | 146 | +109 | 1.31% | Q2 2026 | Jul 27, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 8,380 | 264 | 0.0% | 0.0% | 148 | -13,874 | -62.34% | Q2 2026 | Aug 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 8,357 | 264 | 0.01% | 0.02% | 147 | +669 | 8.7% | Q2 2026 | Jul 21, 2026 |
| Walleye Trading LLC | History | Reduced | 7,900 | 249 | 0.0% | 0.0% | 149 | -24,300 | -75.47% | Q2 2026 | Aug 03, 2026 |
| Sterling Capital Management LLC | History | Reduced | 7,874 | 248 | 0.0% | 0.01% | 150 | -705 | -8.22% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,792 | 246 | 0.0% | 0.0% | 151 | -10,544 | -57.5% | Q2 2026 | Aug 07, 2026 |
| Horizon Investment Services, LLC | History | Added to | 7,710 | 243 | 0.07% | 0.12% | 152 | +175 | 2.32% | Q2 2026 | Aug 06, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 7,423 | 234 | 0.0% | 0.0% | 153 | -651 | -8.06% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 7,323 | 231 | 0.0% | 0.01% | 154 | -8,385 | -53.38% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | Added to | 7,169 | 226 | 0.0% | 0.01% | 155 | +147 | 2.09% | Q2 2026 | Aug 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,000 | 221 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arizona State Retirement System | History | Added to | 6,882 | 217 | 0.0% | 0.0% | 157 | +115 | 1.7% | Q2 2026 | Aug 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 6,838 | 216 | 0.0% | 0.0% | 158 | +1,336 | 24.28% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 6,667 | 210 | 0.0% | — | 159 | +6,667 | New | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | New | 6,634 | 209 | 0.0% | — | 160 | +6,634 | New | Q2 2026 | Jul 29, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 6,501 | 205 | 0.01% | 0.05% | 161 | -7,092 | -52.17% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | New | 6,485 | 204 | 0.0% | — | 162 | +6,485 | New | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 6,358 | 200 | 0.0% | — | 163 | +6,358 | New | Q2 2026 | Aug 06, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,028 | 190 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 5,972 | 188 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,790 | 183 | 0.0% | 0.0% | 166 | +991 | 20.65% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,682 | 181 | 0.0% | 0.0% | 167 | +74 | 1.32% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 5,600 | 176 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,436 | 140 | 0.0% | 0.0% | 169 | +2,948 | 198.12% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 2,175 | 98 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | Reduced | 2,900 | 91 | 0.0% | 0.0% | 171 | -8,200 | -73.87% | Q2 2026 | Jul 30, 2026 |
| US BANCORP \DE\ | History | Added to | 2,593 | 81 | 0.0% | 0.0% | 172 | +1,858 | 252.79% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 2,499 | 78 | 0.0% | — | 173 | +2,499 | New | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 17,016 | 76 | 0.0% | 0.0% | 174 | +918 | 5.7% | Q2 2026 | Jul 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,318 | 73 | 0.0% | 0.0% | 175 | +243 | 11.71% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 2,260 | 71 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 1,830 | 57 | 0.0% | 0.01% | 177 | -6,370 | -77.68% | Q2 2026 | Jul 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,564 | 49 | 0.0% | 0.0% | 178 | +367 | 30.66% | Q2 2026 | Aug 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 1,118 | 35 | 0.0% | 0.02% | 179 | -1,136 | -50.4% | Q2 2026 | Aug 04, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,000 | 31 | 0.0% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 902 | 28 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 863 | 27 | 0.0% | 0.0% | 182 | -271 | -23.9% | Q2 2026 | Jul 17, 2026 |
| Truvestments Capital LLC | History | No change | 850 | 26 | 0.0% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 765 | 24 | 0.0% | 0.0% | 184 | +725 | 1812.5% | Q2 2026 | Jul 20, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 715 | 22 | 0.0% | — | 186 | +715 | New | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 699 | 22 | 0.0% | 0.0% | 185 | -462 | -39.79% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 680 | 21 | 0.0% | 0.0% | 187 | -60 | -8.11% | Q2 2026 | Jul 07, 2026 |
| Ameritas Advisory Services, LLC | History | New | 519 | 16 | 0.0% | — | 188 | +519 | New | Q2 2026 | Aug 14, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | New | 464 | 14 | 0.0% | — | 189 | +464 | New | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | Added to | 416 | 13 | 0.0% | 0.0% | 190 | +298 | 252.54% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 390 | 12 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 373 | 11 | 0.0% | 0.0% | 192 | +173 | 86.5% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 318 | 10 | 0.0% | 0.0% | 193 | -43,376 | -99.27% | Q2 2026 | Aug 13, 2026 |
| Bank of New Hampshire | History | Reduced | 340 | 10 | 0.0% | 0.01% | 194 | -363 | -51.64% | Q2 2026 | Jul 14, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 322 | 10 | 0.0% | — | 195 | +322 | New | Q2 2026 | Aug 03, 2026 |
| Versant Capital Management, Inc | History | Reduced | 286 | 9 | 0.0% | 0.0% | 196 | -8 | -2.72% | Q2 2026 | Jul 02, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 260 | 8 | 0.0% | 0.0% | 197 | +116 | 80.56% | Q2 2026 | Jul 22, 2026 |
| Spire Wealth Management | History | Added to | 250 | 7 | 0.0% | 0.0% | 200 | +100 | 66.67% | Q2 2026 | Jul 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 222 | 7 | 0.0% | 0.0% | 199 | -18 | -7.5% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 250 | 7 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 220 | 6 | 0.0% | 0.0% | 202 | +165 | 300.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 203 | 6 | 0.0% | 0.0% | 201 | -66 | -24.54% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 165 | 5 | 0.0% | 0.0% | 203 | -3 | -1.79% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 158 | 5 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 153 | 4 | 0.0% | 0.0% | 205 | -49 | -24.26% | Q2 2026 | Jul 28, 2026 |
| J.Safra Asset Management Corp | History | No change | 131 | 4 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 155 | 4 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Reduced | 116 | 3 | 0.0% | 0.0% | 208 | -866 | -88.19% | Q2 2026 | Aug 11, 2026 |
| N.E.W. Advisory Services LLC | History | New | 100 | 3 | 0.0% | — | 210 | +100 | New | Q2 2026 | Aug 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 110 | 3 | 0.0% | 0.0% | 209 | +22 | 25.0% | Q2 2026 | Jul 13, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 84 | 2 | 0.0% | — | 215 | +84 | New | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 79 | 2 | 0.0% | — | 213 | +79 | New | Q2 2026 | Jul 31, 2026 |
| Quarry LP | History | New | 70 | 2 | 0.0% | — | 214 | +70 | New | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | Reduced | 94 | 2 | 0.0% | 0.0% | 212 | -6 | -6.0% | Q2 2026 | Aug 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 50 | 2 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 47 | 1 | 0.0% | 0.0% | 216 | -163 | -77.62% | Q2 2026 | Jul 24, 2026 |
| Clearstead Advisors, LLC | History | New | 60 | 1 | 0.0% | — | 219 | +60 | New | Q2 2026 | Aug 06, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 54 | 1 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WealthCollab, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -157,707 | -100.0% | Q2 2026 | Jul 28, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -43,783 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -42,473 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Inspire Investing, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -39,018 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -36,312 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -23,735 | -100.0% | Q2 2026 | Jul 20, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -23,561 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,687 | -100.0% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,429 | -100.0% | Q2 2026 | Aug 05, 2026 |
| CenterStar Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -16,000 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Econ Financial Services Corp | History | Closed out | 0 | 0 | — | 0.33% | — | -15,500 | -100.0% | Q2 2026 | Jul 23, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,005 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.09% | — | -12,328 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,589 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 6,909 | 0 | — | 0.03% | — | -9,095 | -56.83% | Q2 2026 | Jul 31, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,479 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -8,014 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -7,324 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,476 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,202 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,119 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Bay Rivers Group | History | Closed out | 0 | 0 | — | 0.11% | — | -6,037 | -100.0% | Q2 2026 | Jul 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,744 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,627 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Moran Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,443 | -100.0% | Q2 2026 | Aug 05, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,438 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,227 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NICOLET BANKSHARES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,178 | -100.0% | Q2 2026 | Aug 11, 2026 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,050 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,979 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,880 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Avestar Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,700 | -100.0% | Q2 2026 | Jul 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,598 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Closed out | 0 | 0 | — | 0.0% | — | -4,474 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -2,135 | -100.0% | Q2 2026 | Aug 03, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,330 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -602 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -426 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -319 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -297 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Intentional Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -251 | -100.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 14 | 0 | — | 0.0% | — | -110 | -88.71% | Q2 2026 | Jul 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q2 2026 | Jul 02, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Institute for Wealth Management, LLC. | History | New | 25 | 0 | — | — | — | +25 | New | Q2 2026 | Jul 28, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -20 | -76.92% | Q2 2026 | Aug 05, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Covestor Ltd | History | Added to | 12 | 0 | — | — | — | +9 | 300.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard National Trust Co | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q2 2026 | Aug 07, 2026 |
| Essential Partners LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |