GENMAB A/S - GMAB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Paradigm Biocapital Advisors LP | History | Added to | 13,133,131 | 360,767 | 6.76% | 4.37% | 1 | +5,165,295 | 64.83% | Q2 2026 | Aug 14, 2026 |
| Orbis Allan Gray Ltd | History | Reduced | 11,368,161 | 312,283 | 1.07% | 1.46% | 2 | -1,557,417 | -12.05% | Q2 2026 | Aug 14, 2026 |
| Deep Track Capital, LP | History | Added to | 8,650,000 | 237,615 | 3.46% | 1.61% | 3 | +4,986,750 | 136.13% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 8,644,877 | 231,942 | 0.08% | 0.1% | 4 | -912,272 | -9.55% | Q2 2026 | Aug 14, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | Added to | 6,865,000 | 188,581 | 1.97% | 0.78% | 5 | +4,403,000 | 178.84% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 4,975,324 | 136,672 | 0.06% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 4,671,252 | 128,319 | 0.0% | 0.0% | 7 | +134,687 | 2.97% | Q2 2026 | Aug 07, 2026 |
| Sofinnova Investments, Inc. | History | Added to | 4,045,215 | 111,122 | 5.74% | 0.77% | 8 | +3,292,954 | 437.74% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 3,517,850 | 96,635 | 0.13% | 0.19% | 9 | -896,700 | -20.31% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 3,506,843 | 96,332 | 0.07% | 0.05% | 10 | +1,167,411 | 49.9% | Q2 2026 | Aug 14, 2026 |
| HARDING LOEVNER LP | History | Reduced | 3,086,318 | 86,898 | 0.82% | 0.89% | 11 | -145,283 | -4.5% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,833,591 | 77,838 | 0.01% | 0.0% | 12 | +2,661,091 | 1542.66% | Q2 2026 | Sep 02, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,756,522 | 75,721 | 0.04% | 0.05% | 13 | +295,180 | 11.99% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,689,284 | 46,404 | 0.04% | 0.02% | 14 | +1,011,938 | 149.4% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 1,630,161 | 44,780 | 0.0% | 0.0% | 15 | -554,540 | -25.38% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 1,449,376 | 39,814 | 0.06% | 0.05% | 16 | +197,786 | 15.8% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,279,231 | 35,140 | 0.0% | 0.0% | 17 | +347,972 | 37.37% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,202,923 | 33,044 | 0.01% | 0.01% | 18 | +9,778 | 0.82% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 1,065,927 | 29,281 | 0.03% | 0.03% | 19 | -11,544 | -1.07% | Q2 2026 | Jul 30, 2026 |
| UBS Group AG | History | Added to | 961,053 | 26,400 | 0.0% | 0.0% | 20 | +662,921 | 222.36% | Q2 2026 | Aug 13, 2026 |
| Perpetual Ltd | History | Added to | 919,048 | 25,246 | 0.36% | 0.31% | 21 | +160,545 | 21.17% | Q2 2026 | Jul 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 916,600 | 25,179 | 0.0% | 0.0% | 22 | -33,934 | -3.57% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 910,604 | 25,014 | 0.01% | 0.01% | 23 | +118,311 | 14.93% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | New | 897,774 | 24,661 | 0.11% | — | 24 | +897,774 | New | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 883,430 | 24,267 | 0.02% | 0.02% | 25 | +86,362 | 10.83% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 829,687 | 22,791 | 0.01% | 0.01% | 26 | -32,614 | -3.78% | Q2 2026 | Aug 03, 2026 |
| MARSHALL WACE, LLP | History | Added to | 829,659 | 22,790 | 0.02% | 0.0% | 27 | +814,659 | 5431.06% | Q2 2026 | Aug 13, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 804,374 | 22,096 | 0.06% | 0.05% | 28 | +158,893 | 24.62% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 764,694 | 21,006 | 0.0% | 0.0% | 29 | -247,032 | -24.42% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 744,815 | 19,380 | 0.0% | 0.0% | 30 | +522,208 | 234.59% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 599,953 | 16,480 | 0.01% | 0.01% | 31 | +61,009 | 11.32% | Q2 2026 | Aug 12, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 514,764 | 14,140 | 0.02% | 0.02% | 32 | +26,498 | 5.43% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 447,426 | 12,290 | 0.13% | 0.14% | 33 | -10,082 | -2.2% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 437,043 | 12,005 | 0.0% | 0.0% | 34 | +222,711 | 103.91% | Q2 2026 | Aug 14, 2026 |
| SUPERSTRING CAPITAL MANAGEMENT LP | History | Added to | 430,600 | 11,828 | 7.47% | 3.77% | 35 | +233,891 | 118.9% | Q2 2026 | Aug 14, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Added to | 420,487 | 11,550 | 0.17% | 0.12% | 36 | +208,782 | 98.62% | Q2 2026 | Aug 14, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | New | 416,000 | 11,427 | 0.37% | — | 37 | +416,000 | New | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 333,388 | 9,158 | 0.01% | 0.01% | 38 | +50,890 | 18.01% | Q2 2026 | Aug 13, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 330,000 | 9,065 | 0.02% | 0.03% | 39 | +20,000 | 6.45% | Q2 2026 | Aug 14, 2026 |
| SummitTX Capital, L.P. | History | Added to | 318,408 | 8,746 | 0.23% | 0.07% | 40 | +234,054 | 277.47% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 303,639 | 8,340 | 0.0% | 0.0% | 41 | -15,953 | -4.99% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 288,465 | 7,924 | 0.0% | 0.0% | 42 | +181,665 | 170.1% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 259,249 | 7,121 | 0.0% | 0.0% | 43 | +17,729 | 7.34% | Q2 2026 | Aug 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 244,730 | 6,722 | 0.22% | 0.24% | 44 | +165 | 0.07% | Q2 2026 | Jul 30, 2026 |
| ASSETMARK, INC | History | Added to | 238,803 | 6,559 | 0.01% | 0.01% | 45 | +14,659 | 6.54% | Q2 2026 | Jul 30, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 227,990 | 6,262 | 0.0% | 0.0% | 46 | +403 | 0.18% | Q2 2026 | Aug 13, 2026 |
| FOLKETRYGDFONDET | History | Added to | 165,082 | 4,534 | 0.1% | 0.08% | 47 | +4,309 | 2.68% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | Reduced | 162,384 | 4,460 | 0.01% | 0.01% | 48 | -21,740 | -11.81% | Q2 2026 | Aug 13, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 160,910 | 4,420 | 1.22% | 1.33% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 144,321 | 3,964 | 0.0% | 0.0% | 50 | -44,316 | -23.49% | Q2 2026 | Aug 07, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 141,353 | 3,882 | 0.01% | 0.0% | 51 | +127,886 | 949.63% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 141,100 | 3,876 | 0.0% | — | 52 | +141,100 | New | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 139,125 | 3,821 | 0.0% | 0.0% | 53 | +11,554 | 9.06% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | New | 135,647 | 3,726 | 0.0% | — | 54 | +135,647 | New | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | New | 133,387 | 3,664 | 0.01% | — | 55 | +133,387 | New | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 127,889 | 3,513 | 0.0% | 0.0% | 56 | -22,246 | -14.82% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 119,169 | 3,273 | 0.0% | 0.0% | 57 | +573 | 0.48% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 106,104 | 2,914 | 0.0% | 0.0% | 58 | +22,825 | 27.41% | Q2 2026 | Aug 14, 2026 |
| Ishara Investments LP | History | Added to | 102,500 | 2,815 | 2.07% | 2.08% | 59 | +20,500 | 25.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 102,164 | 2,806 | 0.62% | 0.25% | 60 | +63,484 | 164.13% | Q2 2026 | Jul 09, 2026 |
| LMR Partners LLP | History | New | 97,196 | 2,669 | 0.01% | — | 61 | +97,196 | New | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 91,324 | 2,507 | 0.0% | 0.0% | 62 | -1,688 | -1.81% | Q2 2026 | Aug 14, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 90,718 | 2,492 | 0.41% | 0.18% | 63 | +54,363 | 149.53% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 88,420 | 2,428 | 0.0% | 0.0% | 64 | -7,128 | -7.46% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | Added to | 78,569 | 2,158 | 0.02% | 0.01% | 65 | +45,170 | 135.24% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 76,454 | 2,100 | 0.0% | 0.0% | 66 | -4,966 | -6.1% | Q2 2026 | Aug 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 72,643 | 1,995 | 0.02% | 0.02% | 67 | +6,821 | 10.36% | Q2 2026 | Jul 14, 2026 |
| IMC-Chicago, LLC | History | New | 71,596 | 1,966 | 0.0% | — | 68 | +71,596 | New | Q2 2026 | Aug 06, 2026 |
| Madison Asset Management, LLC | History | Reduced | 70,781 | 1,944 | 0.02% | 0.02% | 69 | -189 | -0.27% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 69,579 | 1,911 | 0.0% | 0.0% | 70 | +2,677 | 4.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 65,711 | 1,805 | 0.0% | 0.0% | 71 | +581 | 0.89% | Q2 2026 | Aug 12, 2026 |
| Terra Nova Asset Management LLC | History | Added to | 64,239 | 1,764 | 1.08% | 0.85% | 72 | +21,595 | 50.64% | Q2 2026 | Aug 04, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 62,632 | 1,720 | 0.0% | 0.0% | 73 | -8,348 | -11.76% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 60,207 | 1,653 | 0.0% | 0.0% | 74 | -1,717 | -2.77% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 60,106 | 1,651 | 0.0% | 0.0% | 75 | +1,185 | 2.01% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 58,237 | 1,599 | 0.0% | 0.0% | 76 | -20,868 | -26.38% | Q2 2026 | Aug 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 58,000 | 1,593 | 0.05% | 0.05% | 77 | +977 | 1.71% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 55,948 | 1,536 | 0.0% | 0.0% | 78 | +17,718 | 46.35% | Q2 2026 | Aug 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 55,781 | 1,532 | 0.01% | 0.02% | 79 | -3,525 | -5.94% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | Reduced | 55,033 | 1,511 | 0.03% | 0.03% | 80 | -14 | -0.03% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | Reduced | 54,677 | 1,500 | 0.0% | 0.0% | 81 | -1,632 | -2.9% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 52,043 | 1,429 | 0.0% | 0.0% | 82 | -645 | -1.22% | Q2 2026 | Aug 12, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 50,841 | 1,397 | 0.04% | 0.07% | 83 | -22,050 | -30.25% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 50,557 | 1,388 | 0.0% | 0.0% | 84 | -3,405 | -6.31% | Q2 2026 | Aug 13, 2026 |
| Avidity Partners Management LP | History | No change | 50,000 | 1,373 | 0.22% | 0.3% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 49,511 | 1,360 | 0.01% | 0.02% | 86 | -7,781 | -13.58% | Q2 2026 | Aug 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 49,015 | 1,346 | 0.0% | 0.0% | 87 | -7,423 | -13.15% | Q2 2026 | Aug 11, 2026 |
| Walleye Capital LLC | History | Added to | 48,802 | 1,340 | 0.0% | 0.01% | 88 | +895 | 1.87% | Q2 2026 | Aug 03, 2026 |
| Entropy Technologies, LP | History | New | 48,654 | 1,336 | 0.05% | — | 89 | +48,654 | New | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 47,573 | 1,306 | 0.01% | 0.01% | 90 | +132 | 0.28% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 47,181 | 1,296 | 0.0% | 0.0% | 91 | -190 | -0.4% | Q2 2026 | Aug 05, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 45,400 | 1,247 | 0.35% | 0.39% | 92 | +3,000 | 7.08% | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, LLC | History | Reduced | 44,400 | 1,219 | 0.01% | 0.01% | 93 | -3,979 | -8.22% | Q2 2026 | Aug 12, 2026 |
| ExodusPoint Capital Management, LP | History | New | 43,172 | 1,185 | 0.01% | — | 94 | +43,172 | New | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | New | 42,948 | 1,179 | 0.0% | — | 95 | +42,948 | New | Q2 2026 | Aug 11, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 42,544 | 1,168 | 0.01% | 0.01% | 96 | -2,357 | -5.25% | Q2 2026 | Jul 13, 2026 |
| WINTON GROUP Ltd | History | Added to | 40,900 | 1,123 | 0.04% | 0.01% | 97 | +25,100 | 158.86% | Q2 2026 | Aug 07, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 39,985 | 1,098 | 0.0% | 0.0% | 98 | +423 | 1.07% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | Added to | 39,904 | 1,096 | 0.0% | 0.0% | 99 | +202 | 0.51% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 38,356 | 1,053 | 0.0% | 0.0% | 100 | -3,701 | -8.8% | Q2 2026 | Jul 28, 2026 |
| GRANDFIELD & DODD, LLC | History | Added to | 37,633 | 1,033 | 0.05% | 0.06% | 101 | +470 | 1.26% | Q2 2026 | Aug 07, 2026 |
| Brooklyn Investment Group | History | No change | 35,823 | 961 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 32,612 | 895 | 0.0% | 0.0% | 103 | -32 | -0.1% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | New | 32,116 | 882 | 0.02% | — | 104 | +32,116 | New | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 31,361 | 861 | 0.0% | 0.01% | 105 | -24,038 | -43.39% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 31,068 | 853 | 0.0% | 0.0% | 106 | +538 | 1.76% | Q2 2026 | Jul 28, 2026 |
| Atria Investments, Inc | History | Reduced | 30,440 | 836 | 0.01% | 0.01% | 107 | -14,976 | -32.98% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 27,691 | 760 | 0.0% | 0.0% | 108 | -818 | -2.87% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | Reduced | 27,531 | 756 | 0.0% | 0.0% | 109 | -3,412 | -11.03% | Q2 2026 | Aug 03, 2026 |
| Headlands Technologies LLC | History | Added to | 27,141 | 745 | 0.08% | 0.04% | 110 | +14,138 | 108.73% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 26,750 | 734 | 0.0% | 0.0% | 111 | -1,845 | -6.45% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 25,873 | 710 | 0.0% | 0.0% | 112 | +358 | 1.4% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 25,599 | 703 | 0.0% | 0.0% | 113 | -1,537 | -5.66% | Q2 2026 | Jul 17, 2026 |
| CHOREO, LLC | History | Added to | 24,930 | 684 | 0.01% | 0.01% | 114 | +41 | 0.16% | Q2 2026 | Aug 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 24,346 | 668 | 0.0% | 0.0% | 115 | +8,263 | 51.38% | Q2 2026 | Aug 13, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 25,600 | 666 | 0.02% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 23,616 | 648 | 0.0% | 0.01% | 117 | -439 | -1.82% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 22,457 | 616 | 0.02% | 0.02% | 118 | +500 | 2.28% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 21,905 | 602 | 0.01% | 0.01% | 119 | -91 | -0.41% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 21,529 | 591 | 0.01% | 0.01% | 120 | +750 | 3.61% | Q2 2026 | Jul 23, 2026 |
| Graham Capital Management, L.P. | History | New | 20,343 | 558 | 0.01% | — | 122 | +20,343 | New | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 20,348 | 558 | 0.0% | 0.0% | 121 | -3,380 | -14.24% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 18,434 | 506 | 0.0% | 0.0% | 123 | -7,627 | -29.27% | Q2 2026 | Aug 19, 2026 |
| Sterling Capital Management LLC | History | Reduced | 18,110 | 497 | 0.01% | 0.01% | 124 | -1,752 | -8.82% | Q2 2026 | Jul 28, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 17,530 | 481 | 0.0% | — | 125 | +17,530 | New | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 16,885 | 463 | 0.0% | 0.0% | 126 | +812 | 5.05% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 16,862 | 463 | 0.0% | 0.0% | 127 | +115 | 0.69% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 16,442 | 451 | 0.01% | 0.01% | 128 | +662 | 4.2% | Q2 2026 | Jul 23, 2026 |
| Vise Technologies, Inc. | History | Reduced | 16,377 | 449 | 0.01% | 0.01% | 129 | -167 | -1.01% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | Added to | 16,322 | 448 | 0.0% | 0.0% | 130 | +7,424 | 83.43% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | Reduced | 16,297 | 447 | 0.0% | 0.0% | 131 | -350 | -2.1% | Q2 2026 | Aug 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,928 | 432 | 0.0% | 0.0% | 132 | +1,067 | 7.7% | Q2 2026 | Jul 15, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 15,096 | 414 | 0.0% | 0.0% | 133 | +450 | 3.07% | Q2 2026 | Aug 10, 2026 |
| Vontobel Holding Ltd. | History | New | 14,943 | 410 | 0.0% | — | 134 | +14,943 | New | Q2 2026 | Aug 03, 2026 |
| Virtu Financial LLC | History | New | 14,517 | 399 | 0.01% | — | 135 | +14,517 | New | Q2 2026 | Aug 13, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 14,240 | 391 | 0.22% | 0.22% | 136 | -7,557 | -34.67% | Q2 2026 | Jul 16, 2026 |
| Ethic Inc. | History | Reduced | 13,992 | 384 | 0.0% | 0.01% | 137 | -7,708 | -35.52% | Q2 2026 | Jul 29, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 13,683 | 375 | 0.04% | 0.05% | 138 | -137 | -0.99% | Q2 2026 | Aug 06, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 13,271 | 364 | 0.0% | 0.0% | 139 | -530 | -3.84% | Q2 2026 | Aug 10, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 13,214 | 362 | 0.03% | 0.04% | 140 | -401 | -2.95% | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | New | 13,090 | 359 | 0.0% | — | 141 | +13,090 | New | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 12,414 | 341 | 0.01% | 0.01% | 142 | -3,476 | -21.88% | Q2 2026 | Aug 14, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 12,077 | 331 | 0.02% | 0.02% | 143 | +653 | 5.72% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,016 | 330 | 0.0% | 0.0% | 144 | +2,028 | 20.3% | Q2 2026 | Jul 28, 2026 |
| Versant Capital Management, Inc | History | Reduced | 11,712 | 321 | 0.03% | 0.04% | 145 | -1,908 | -14.01% | Q2 2026 | Jul 02, 2026 |
| Blue Trust, Inc. | History | Added to | 11,676 | 320 | 0.0% | 0.0% | 146 | +67 | 0.58% | Q2 2026 | Jul 21, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 11,531 | 316 | 0.0% | 0.01% | 147 | -3,983 | -25.67% | Q2 2026 | Jul 16, 2026 |
| Marotta Asset Management | History | Reduced | 11,427 | 315 | 0.05% | 0.06% | 148 | -293 | -2.5% | Q2 2026 | Jul 09, 2026 |
| SUMMITRY LLC | History | Added to | 11,249 | 309 | 0.01% | 0.01% | 149 | +79 | 0.71% | Q2 2026 | Jul 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 10,993 | 302 | 0.0% | 0.0% | 150 | -4,371 | -28.45% | Q2 2026 | Jul 20, 2026 |
| SYON CAPITAL LLC | History | Added to | 11,023 | 302 | 0.01% | 0.01% | 151 | +3,123 | 39.53% | Q2 2026 | Aug 14, 2026 |
| Integrated Advisors Network LLC | History | Added to | 10,911 | 299 | 0.01% | 0.01% | 152 | +3,276 | 42.91% | Q2 2026 | Aug 11, 2026 |
| Aquatic Capital Management LLC | History | New | 10,849 | 298 | 0.01% | — | 153 | +10,849 | New | Q2 2026 | Aug 14, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 10,431 | 286 | 0.01% | 0.01% | 154 | +1,146 | 12.34% | Q2 2026 | Jul 16, 2026 |
| Bayesian Capital Management, LP | History | New | 10,369 | 284 | 0.18% | — | 155 | +10,369 | New | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 10,217 | 281 | 0.0% | 0.0% | 156 | +1,330 | 14.97% | Q2 2026 | Aug 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 10,203 | 280 | 0.04% | — | 157 | +10,203 | New | Q2 2026 | Aug 04, 2026 |
| Everstar Asset Management, LLC | History | New | 10,113 | 277 | 0.13% | — | 158 | +10,113 | New | Q2 2026 | Aug 03, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 10,011 | 275 | 0.01% | 0.01% | 159 | -325 | -3.14% | Q2 2026 | Aug 13, 2026 |
| DGS Capital Management, LLC | History | No change | 10,173 | 272 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 9,047 | 250 | 0.0% | 0.0% | 161 | -70 | -0.77% | Q2 2026 | Aug 13, 2026 |
| Caprock Group, LLC | History | Reduced | 9,066 | 249 | 0.0% | 0.01% | 162 | -3,844 | -29.78% | Q2 2026 | Jul 27, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 8,846 | 243 | 0.0% | 0.0% | 163 | -14,506 | -62.12% | Q2 2026 | Aug 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 8,868 | 243 | 0.01% | 0.01% | 164 | +230 | 2.66% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 8,619 | 236 | 0.0% | 0.0% | 165 | -2,231 | -20.56% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 8,668 | 232 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Reduced | 8,375 | 230 | 0.0% | 0.02% | 167 | -38,334 | -82.07% | Q2 2026 | Aug 14, 2026 |
| Pavaki Capital Management LLC | History | No change | 8,000 | 219 | 0.08% | 0.09% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 8,399 | 218 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 7,765 | 213 | 0.0% | 0.0% | 170 | -183 | -2.3% | Q2 2026 | Aug 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 7,624 | 209 | 0.0% | — | 171 | +7,624 | New | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 7,421 | 203 | 0.0% | 0.0% | 172 | -27,112 | -78.51% | Q2 2026 | Aug 14, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | New | 7,341 | 201 | 0.05% | — | 173 | +7,341 | New | Q2 2026 | Jul 09, 2026 |
| Knollwood Investment Advisory, LLC | History | New | 7,300 | 200 | 0.02% | — | 175 | +7,300 | New | Q2 2026 | Aug 13, 2026 |
| PDS Planning, Inc | History | Reduced | 7,293 | 200 | 0.01% | 0.01% | 174 | -171 | -2.29% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,260 | 199 | 0.0% | 0.0% | 176 | +6,565 | 944.6% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,091 | 167 | 0.0% | 0.0% | 177 | +1,220 | 25.05% | Q2 2026 | Aug 05, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 5,944 | 163 | 0.0% | 0.0% | 178 | -317 | -5.06% | Q2 2026 | Aug 13, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 5,653 | 155 | 0.01% | 0.01% | 179 | +540 | 10.56% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,126 | 133 | 0.0% | 0.0% | 180 | +435 | 9.27% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Added to | 4,449 | 122 | 0.0% | 0.0% | 181 | +613 | 15.98% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 4,376 | 120 | 0.0% | 0.0% | 182 | -824 | -15.85% | Q2 2026 | Aug 04, 2026 |
| GAMMA Investing LLC | History | Added to | 3,978 | 109 | 0.0% | 0.0% | 183 | +561 | 16.42% | Q2 2026 | Jul 07, 2026 |
| Global Retirement Partners, LLC | History | New | 3,669 | 100 | 0.0% | — | 184 | +3,669 | New | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | Added to | 3,618 | 99 | 0.02% | 0.02% | 185 | +352 | 10.78% | Q2 2026 | Aug 04, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 3,394 | 93 | 0.0% | — | 186 | +3,394 | New | Q2 2026 | Jul 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,788 | 76 | 0.0% | 0.0% | 187 | -1,809 | -39.35% | Q2 2026 | Jul 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,656 | 72 | 0.0% | 0.0% | 188 | +130 | 5.15% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 2,549 | 70 | 0.0% | 0.0% | 189 | +1,487 | 140.02% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 2,436 | 66 | 0.0% | 0.0% | 190 | -78 | -3.1% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,264 | 61 | 0.0% | 0.0% | 191 | +379 | 20.11% | Q2 2026 | Jul 17, 2026 |
| Nykredit A/S | History | New | 2,097 | 57 | 0.0% | — | 192 | +2,097 | New | Q2 2026 | Sep 08, 2026 |
| Banque Transatlantique SA | History | No change | 1,913 | 52 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,618 | 44 | 0.0% | 0.0% | 194 | +64 | 4.12% | Q2 2026 | Aug 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 1,553 | 42 | 0.0% | 0.0% | 195 | -93 | -5.65% | Q2 2026 | Aug 12, 2026 |
| Community Bank, N.A. | History | No change | 1,523 | 41 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Capital Management | History | No change | 1,400 | 38 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,364 | 37 | 0.0% | 0.0% | 198 | +51 | 3.88% | Q2 2026 | Aug 07, 2026 |
| Financial Perspectives, Inc | History | No change | 1,333 | 36 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 1,309 | 35 | 0.0% | 0.0% | 200 | +42 | 3.31% | Q2 2026 | Jul 27, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1,217 | 33 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | Added to | 1,163 | 31 | 0.0% | 0.0% | 202 | +223 | 23.72% | Q2 2026 | Jul 20, 2026 |
| UMB Bank, n.a. | History | Added to | 1,121 | 30 | 0.0% | 0.0% | 203 | +108 | 10.66% | Q2 2026 | Aug 13, 2026 |
| Cromwell Holdings LLC | History | No change | 1,077 | 29 | 0.01% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Allworth Financial LP | History | Reduced | 1,000 | 27 | 0.0% | 0.0% | 205 | -119 | -10.63% | Q2 2026 | Aug 11, 2026 |
| Owl Creek Wealth Partners LLC | History | Reduced | 842 | 23 | 0.01% | 0.01% | 206 | -40 | -4.54% | Q2 2026 | Jul 20, 2026 |
| Pinnacle Bancorp, Inc. | History | New | 817 | 22 | 0.01% | — | 207 | +817 | New | Q2 2026 | Jul 28, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | Added to | 713 | 19 | 0.01% | 0.01% | 208 | +180 | 33.77% | Q2 2026 | Jul 22, 2026 |
| Clearstead Advisors, LLC | History | Added to | 642 | 17 | 0.0% | 0.0% | 209 | +299 | 87.17% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 526 | 15 | 0.0% | 0.0% | 210 | +7 | 1.35% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | Reduced | 538 | 14 | 0.0% | 0.0% | 212 | -5 | -0.92% | Q2 2026 | Jul 28, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 498 | 14 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LRI Investments, LLC | History | Reduced | 372 | 10 | 0.0% | 0.0% | 214 | -402 | -51.94% | Q2 2026 | Jul 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 377 | 10 | 0.0% | 0.0% | 213 | +35 | 10.23% | Q2 2026 | Aug 13, 2026 |
| Manchester Capital Management LLC | History | No change | 336 | 9 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 334 | 9 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| WealthCollab, LLC | History | No change | 357 | 9 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ares Financial Consulting, LLC | History | No change | 363 | 9 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Continuum Advisory, LLC | History | New | 257 | 7 | 0.0% | — | 220 | +257 | New | Q2 2026 | Aug 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 281 | 7 | 0.0% | 0.0% | 219 | -10 | -3.44% | Q2 2026 | Jul 16, 2026 |
| IFG Advisory, LLC | History | New | 250 | 6 | 0.0% | — | 226 | +250 | New | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 223 | 6 | 0.0% | — | 227 | +223 | New | Q2 2026 | Jul 07, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 236 | 6 | 0.0% | 0.0% | 224 | -134 | -36.22% | Q2 2026 | Jul 22, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 239 | 6 | 0.0% | 0.0% | 221 | +50 | 26.46% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 231 | 6 | 0.0% | 0.0% | 223 | -34 | -12.83% | Q2 2026 | Jul 29, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 250 | 6 | 0.0% | 0.0% | 222 | -20 | -7.41% | Q2 2026 | Jul 23, 2026 |
| Essential Partners LLC | History | No change | 226 | 6 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Addison Advisors LLC | History | Reduced | 209 | 5 | 0.0% | 0.0% | 230 | -86 | -29.15% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | Added to | 189 | 5 | 0.0% | 0.0% | 229 | +79 | 71.82% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 213 | 5 | 0.0% | 0.0% | 228 | -12 | -5.33% | Q2 2026 | Aug 12, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 196 | 5 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 160 | 4 | 0.0% | 0.0% | 233 | -1,979 | -92.52% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | Added to | 179 | 4 | 0.0% | — | 236 | +161 | 894.44% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 154 | 4 | 0.0% | — | 238 | +154 | New | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 181 | 4 | 0.0% | 0.0% | 237 | +110 | 154.93% | Q2 2026 | Aug 28, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 172 | 4 | 0.0% | 0.0% | 235 | -13 | -7.03% | Q2 2026 | Aug 07, 2026 |
| GW&K Investment Management, LLC | History | No change | 156 | 4 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 137 | 3 | 0.0% | 0.0% | 241 | -163 | -54.33% | Q2 2026 | Jul 30, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 122 | 3 | 0.0% | — | 243 | +122 | New | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 111 | 3 | 0.0% | 0.0% | 242 | +42 | 60.87% | Q2 2026 | Jul 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 135 | 3 | 0.0% | 0.0% | 240 | -30 | -18.18% | Q2 2026 | Jul 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 127 | 3 | 0.0% | 0.0% | 239 | -2 | -1.55% | Q2 2026 | Jul 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 94 | 2 | 0.0% | — | 250 | +94 | New | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 104 | 2 | 0.0% | 0.0% | 246 | +24 | 30.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 79 | 2 | 0.0% | 0.0% | 245 | -23 | -22.55% | Q2 2026 | Jul 20, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 86 | 2 | 0.0% | 0.0% | 244 | -9 | -9.47% | Q2 2026 | Jul 27, 2026 |
| Park Place Capital Corp | History | No change | 90 | 2 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MidFirst Bank | History | No change | 75 | 2 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Miller Global Investments, LLC | History | No change | 77 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Ancora Advisors LLC | History | Reduced | 43 | 1 | 0.0% | 0.0% | 255 | -76 | -63.87% | Q2 2026 | Aug 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 70 | 1 | 0.0% | — | 261 | +70 | New | Q2 2026 | Aug 07, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 60 | 1 | 0.0% | — | 260 | +60 | New | Q2 2026 | Jul 14, 2026 |
| Allied Private Wealth LLC | History | New | 56 | 1 | 0.0% | — | 265 | +56 | New | Q2 2026 | Jul 09, 2026 |
| American Capital Advisory, LLC | History | New | 46 | 1 | 0.0% | — | 264 | +46 | New | Q2 2026 | Jul 28, 2026 |
| Cape Investment Advisory, Inc. | History | New | 44 | 1 | 0.0% | — | 263 | +44 | New | Q2 2026 | Jul 23, 2026 |
| First Command Advisory Services, Inc. | History | New | 43 | 1 | 0.0% | — | 262 | +43 | New | Q2 2026 | Aug 10, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 63 | 1 | 0.0% | 0.0% | 256 | +21 | 50.0% | Q2 2026 | Aug 10, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 50 | 1 | 0.0% | — | 259 | +18 | 56.25% | Q2 2026 | Aug 26, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 68 | 1 | 0.0% | 0.0% | 251 | -9 | -11.69% | Q2 2026 | Sep 02, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 47 | 1 | 0.0% | 0.0% | 252 | -7 | -12.96% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 43 | 1 | 0.0% | 0.0% | 253 | -4 | -8.51% | Q2 2026 | Jul 21, 2026 |
| Smithfield Trust Co | History | No change | 49 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 71 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Security National Bank | History | No change | 45 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Dorsey Wright & Associates | History | Closed out | 0 | 0 | — | 0.21% | — | -64,388 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -50,720 | -100.0% | Q2 2026 | Aug 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -46,564 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -44,668 | -100.0% | Q2 2026 | Jul 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -40,048 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorShares Investments LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -30,853 | -100.0% | Q2 2026 | Aug 11, 2026 |
| VIRTUS ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -30,830 | -100.0% | Q2 2026 | Aug 11, 2026 |
| BankChampaign, National Association | History | Closed out | 0 | 0 | — | 0.68% | — | -25,622 | -100.0% | Q2 2026 | Jul 23, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -21,777 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | Closed out | 0 | 0 | — | 0.38% | — | -16,030 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,433 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -13,109 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Burns Matteson Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -12,322 | -100.0% | Q2 2026 | Jul 17, 2026 |
| United Capital Management of KS, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -12,000 | -100.0% | Q2 2026 | Aug 05, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,943 | -100.0% | Q2 2026 | Jul 16, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,866 | -100.0% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,462 | -100.0% | Q2 2026 | Aug 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,232 | -100.0% | Q2 2026 | Jul 15, 2026 |
| GLENMEDE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -7,771 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -999 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -721 | -100.0% | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -659 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 33 | 0 | — | 0.0% | — | -303 | -90.18% | Q2 2026 | Aug 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -249 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -151 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Bogart Wealth, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -142 | -97.26% | Q2 2026 | Jul 24, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q2 2026 | Aug 07, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 6 | 0 | — | — | — | -31 | -83.78% | Q2 2026 | Jul 30, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 32 | 0 | — | — | — | +29 | 966.67% | Q2 2026 | Jul 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q2 2026 | Aug 06, 2026 |
| Breakwater Investment Management | History | New | 28 | 0 | — | — | — | +28 | New | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 27 | 0 | — | 0.0% | — | -27 | -50.0% | Q2 2026 | Aug 12, 2026 |