GLOBAL INDUSTRIAL Co - GIC
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 | No change | 3,198,682 | 107,027 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 1,594,894 | 53,365 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 916,225 | 38,428 | 0.01% | 0.01% | 3 | +6,799 | 0.75% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 606,467 | 20,292 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 498,975 | 16,697 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 321,028 | 13,463 | 0.0% | 0.0% | 6 | +6,923 | 2.2% | Q3 2026 | Nov 05, 2026 |
| STATE STREET CORP | History | No change | 346,682 | 11,599 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 303,279 | 10,147 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 224,038 | 7,496 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 222,214 | 7,435 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 218,391 | 7,307 | 0.17% | 0.17% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 170,624 | 5,709 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 165,876 | 5,550 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 159,214 | 5,327 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 151,219 | 5,059 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALGERT GLOBAL LLC | History | No change | 141,594 | 4,737 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Added to | 111,131 | 4,660 | 0.2% | 0.11% | 17 | +31,598 | 39.73% | Q3 2026 | Oct 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 129,947 | 4,348 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 125,125 | 4,186 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 123,938 | 4,146 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 119,216 | 3,988 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | No change | 114,978 | 3,847 | 0.11% | 0.11% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 85,001 | 3,564 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 103,486 | 3,462 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 100,629 | 3,367 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 99,699 | 3,335 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 99,420 | 3,327 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 97,685 | 3,268 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BARCLAYS PLC | History | No change | 93,967 | 3,144 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 91,607 | 3,065 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 84,122 | 2,814 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 81,296 | 2,757 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 80,258 | 2,685 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 75,592 | 2,529 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 65,624 | 2,195 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INGALLS & SNYDER LLC | History | No change | 63,921 | 2,139 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Goldman & Co LP | History | No change | 61,485 | 2,057 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 59,535 | 1,992 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 59,352 | 1,985 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 58,539 | 1,958 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | No change | 57,485 | 1,923 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 54,117 | 1,810 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORGES BANK | History | No change | 52,800 | 1,766 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 40,139 | 1,683 | 0.0% | 0.0% | 44 | +3,058 | 8.25% | Q3 2026 | Nov 02, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 49,946 | 1,671 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 47,282 | 1,582 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Grandeur Peak Global Advisors, LLC | History | No change | 42,089 | 1,408 | 0.33% | 0.33% | 47 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Swiss National Bank | History | No change | 38,300 | 1,281 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 38,109 | 1,275 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 36,633 | 1,225 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PDT Partners, LLC | History | No change | 33,725 | 1,128 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 32,938 | 1,103 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GoodHaven Capital Management, LLC | History | No change | 29,550 | 988 | 0.31% | 0.31% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 29,148 | 975 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 28,519 | 954 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 26,857 | 899 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 26,490 | 886 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 26,474 | 885 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 25,783 | 862 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 24,176 | 808 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SG Americas Securities, LLC | History | No change | 23,199 | 776 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 17,934 | 752 | 0.01% | 0.01% | 62 | -2,879 | -13.83% | Q3 2026 | Oct 27, 2026 |
| Invesco Ltd. | History | No change | 22,056 | 737 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 21,398 | 715 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 20,800 | 695 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 20,460 | 684 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 19,000 | 635 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | No change | 18,061 | 604 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 17,939 | 600 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 17,530 | 586 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 16,968 | 567 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 16,170 | 541 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 15,873 | 537 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 15,929 | 532 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 14,621 | 489 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 14,182 | 474 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 13,848 | 463 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 13,636 | 429 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 12,436 | 416 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 11,831 | 395 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 11,452 | 383 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | No change | 11,448 | 383 | 0.15% | 0.15% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 11,282 | 377 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mattern Wealth Management LLC | History | No change | 9,000 | 377 | 0.06% | 0.05% | 84 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Squarepoint Ops LLC | History | No change | 10,967 | 366 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 10,700 | 358 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,281 | 352 | 0.0% | 0.0% | 87 | +2,134 | 34.72% | Q3 2026 | Oct 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 10,284 | 344 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 10,082 | 337 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 9,834 | 329 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 9,689 | 324 | 0.08% | 0.08% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Wyoming | History | Added to | 7,679 | 322 | 0.02% | 0.02% | 92 | +1,125 | 17.17% | Q3 2026 | Oct 28, 2026 |
| MetLife Investment Management, LLC | History | No change | 8,800 | 294 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 6,805 | 285 | 0.0% | 0.0% | 94 | -1,522 | -18.28% | Q3 2026 | Oct 28, 2026 |
| Man Group plc | History | No change | 8,523 | 285 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 8,419 | 281 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 8,423 | 281 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 6,639 | 278 | 0.0% | 0.0% | 98 | +4,147 | 166.41% | Q3 2026 | Oct 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 8,196 | 274 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 7,958 | 266 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,876 | 263 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Corient Private Wealth LP | History | No change | 7,769 | 259 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Vident Advisory, LLC | History | No change | 7,471 | 249 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 7,336 | 245 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 6,891 | 230 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | New | 5,388 | 225 | 0.0% | — | 106 | +5,388 | New | Q3 2026 | Nov 03, 2026 |
| CITIGROUP INC | History | Reduced | 5,315 | 222 | 0.0% | 0.0% | 107 | -4,875 | -47.84% | Q3 2026 | Nov 04, 2026 |
| Jupiter Topco LLC | History | No change | 6,585 | 220 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 6,512 | 217 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Odyssean, LLC | History | No change | 6,492 | 217 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | New | 5,154 | 216 | 0.0% | — | 111 | +5,154 | New | Q3 2026 | Nov 03, 2026 |
| Diversified Trust Co | History | No change | 6,278 | 210 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Empowered Funds, LLC | History | No change | 6,301 | 210 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,072 | 169 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 3,930 | 164 | 0.0% | 0.0% | 115 | -632 | -13.85% | Q3 2026 | Oct 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 4,542 | 151 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,284 | 143 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,942 | 131 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 2,299 | 96 | 0.0% | 0.0% | 119 | -4 | -0.17% | Q3 2026 | Oct 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 2,084 | 69 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARD ASSOCIATES INC | History | No change | 2,012 | 67 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,428 | 59 | 0.0% | 0.0% | 122 | +841 | 143.27% | Q3 2026 | Oct 23, 2026 |
| Versant Capital Management, Inc | History | No change | 1,124 | 47 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,285 | 42 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,171 | 39 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 1,047 | 35 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | Added to | 491 | 20 | 0.0% | 0.0% | 127 | +438 | 826.42% | Q3 2026 | Oct 22, 2026 |
| GAMMA Investing LLC | History | Added to | 475 | 19 | 0.0% | 0.0% | 128 | +2 | 0.42% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | No change | 337 | 14 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 264 | 11 | 0.0% | 0.0% | 130 | -7 | -2.58% | Q3 2026 | Oct 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 259 | 10 | 0.0% | 0.0% | 132 | +176 | 212.05% | Q3 2026 | Oct 08, 2026 |
| Larson Financial Group LLC | History | Added to | 244 | 10 | 0.0% | 0.0% | 131 | +159 | 187.06% | Q3 2026 | Nov 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 296 | 9 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | No change | 212 | 8 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 180 | 7 | 0.0% | — | 138 | +180 | New | Q3 2026 | Oct 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 175 | 7 | 0.0% | 0.0% | 136 | +17 | 10.76% | Q3 2026 | Nov 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 224 | 7 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WPG Advisers, LLC | History | No change | 185 | 7 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| True Wealth Design, LLC | History | Added to | 146 | 6 | 0.0% | 0.0% | 140 | +9 | 6.57% | Q3 2026 | Oct 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 195 | 6 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFS Partners, LLC | History | No change | 157 | 6 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 197 | 6 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Added to | 134 | 5 | 0.0% | 0.0% | 144 | +8 | 6.35% | Q3 2026 | Oct 14, 2026 |
| WealthCollab, LLC | History | No change | 150 | 5 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 106 | 4 | 0.0% | 0.0% | 145 | +13 | 13.98% | Q3 2026 | Oct 16, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 149 | 4 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 110 | 3 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 110 | 3 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 52 | 2 | 0.0% | — | 152 | +52 | New | Q3 2026 | Oct 16, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 68 | 2 | 0.0% | 0.0% | 151 | +37 | 119.35% | Q3 2026 | Oct 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 72 | 2 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 86 | 2 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Wealth Management, LLC | History | New | 45 | 1 | 0.0% | — | 155 | +45 | New | Q3 2026 | Nov 03, 2026 |
| GK Wealth Management LLC | History | New | 42 | 1 | 0.0% | — | 156 | +42 | New | Q3 2026 | Oct 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 44 | 1 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 31 | 1 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -212,115 | -100.0% | Q3 2026 | Oct 28, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,100 | -100.0% | Q3 2026 | Oct 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -1,311 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -334 | -100.0% | Q3 2026 | Oct 30, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 5 | 0 | — | 0.0% | — | -27 | -84.38% | Q3 2026 | Nov 05, 2026 |
| Root Financial Partners, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Oct 21, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q3 2026 | Oct 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Parkside Financial Bank & Trust | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SBI Securities Co., Ltd. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Private Wealth Management Group, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Cornerstone Financial Management LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |