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 | No change | 13,133,131 | 360,767 | 6.76% | 6.76% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orbis Allan Gray Ltd | History | No change | 11,368,161 | 312,283 | 1.07% | 1.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Deep Track Capital, LP | History | No change | 8,650,000 | 237,615 | 3.46% | 3.46% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 8,644,877 | 231,942 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | No change | 6,865,000 | 188,581 | 1.97% | 1.97% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 4,975,324 | 136,672 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 4,671,252 | 128,319 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sofinnova Investments, Inc. | History | No change | 4,045,215 | 111,122 | 5.74% | 5.74% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 3,517,850 | 96,635 | 0.13% | 0.13% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 3,506,843 | 96,332 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARDING LOEVNER LP | History | No change | 3,086,318 | 86,898 | 0.82% | 0.82% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,833,591 | 77,838 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 2,756,522 | 75,721 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,689,284 | 46,404 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,630,161 | 44,780 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 1,150,854 | 41,043 | 0.04% | 0.03% | 16 | +84,927 | 7.97% | Q3 2026 | Nov 03, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,449,376 | 39,814 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,279,231 | 35,140 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,202,923 | 33,044 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 961,053 | 26,400 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perpetual Ltd | History | Reduced | 718,179 | 25,621 | 0.39% | 0.36% | 21 | -200,869 | -21.86% | Q3 2026 | Oct 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 916,600 | 25,179 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 910,604 | 25,014 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | No change | 897,774 | 24,661 | 0.11% | 0.11% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 883,430 | 24,267 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 829,687 | 22,791 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MARSHALL WACE, LLP | History | No change | 829,659 | 22,790 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 804,374 | 22,096 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 764,694 | 21,006 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 744,815 | 19,380 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 599,953 | 16,480 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 514,764 | 14,140 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 389,672 | 13,901 | 0.15% | 0.13% | 33 | -57,754 | -12.91% | Q3 2026 | Oct 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 437,043 | 12,005 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUPERSTRING CAPITAL MANAGEMENT LP | History | No change | 430,600 | 11,828 | 7.47% | 7.47% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 420,487 | 11,550 | 0.17% | 0.17% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | No change | 416,000 | 11,427 | 0.37% | 0.37% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 333,388 | 9,158 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 255,590 | 9,118 | 0.3% | 0.22% | 39 | +10,860 | 4.44% | Q3 2026 | Nov 02, 2026 |
| Hudson Bay Capital Management LP | History | No change | 330,000 | 9,065 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 250,893 | 8,950 | 0.02% | 0.01% | 41 | +12,090 | 5.06% | Q3 2026 | Oct 21, 2026 |
| SummitTX Capital, L.P. | History | No change | 318,408 | 8,746 | 0.23% | 0.23% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 303,639 | 8,340 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 229,245 | 8,178 | 0.0% | 0.0% | 44 | +201,714 | 732.68% | Q3 2026 | Nov 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 288,465 | 7,924 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 259,249 | 7,121 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Added to | 189,218 | 6,750 | 0.0% | 0.0% | 47 | +117,622 | 164.29% | Q3 2026 | Nov 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 227,990 | 6,262 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 161,602 | 5,765 | 0.0% | 0.0% | 49 | +42,433 | 35.61% | Q3 2026 | Nov 02, 2026 |
| FOLKETRYGDFONDET | History | No change | 165,082 | 4,534 | 0.1% | 0.1% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 162,384 | 4,460 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 160,910 | 4,420 | 1.22% | 1.22% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 144,321 | 3,964 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 141,353 | 3,882 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 141,100 | 3,876 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 139,125 | 3,821 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 135,647 | 3,726 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | No change | 133,387 | 3,664 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 99,937 | 3,565 | 0.78% | 0.62% | 59 | -2,227 | -2.18% | Q3 2026 | Oct 08, 2026 |
| ROYAL BANK OF CANADA | History | No change | 127,889 | 3,513 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Added to | 89,824 | 3,204 | 0.0% | 0.0% | 61 | +1,404 | 1.59% | Q3 2026 | Nov 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 106,104 | 2,914 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ishara Investments LP | History | No change | 102,500 | 2,815 | 2.07% | 2.07% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | No change | 97,196 | 2,669 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 91,324 | 2,507 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 90,718 | 2,492 | 0.41% | 0.41% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Terra Nova Asset Management LLC | History | Added to | 68,527 | 2,444 | 1.57% | 1.08% | 67 | +4,288 | 6.68% | Q3 2026 | Oct 09, 2026 |
| Bank of New York Mellon Corp | History | Added to | 65,151 | 2,324 | 0.0% | 0.0% | 68 | +5,045 | 8.39% | Q3 2026 | Nov 05, 2026 |
| Quadrature Capital Ltd | History | No change | 78,569 | 2,158 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 76,454 | 2,100 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 72,643 | 1,995 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 55,246 | 1,970 | 0.0% | 0.0% | 72 | +6,231 | 12.71% | Q3 2026 | Nov 04, 2026 |
| Madison Asset Management, LLC | History | No change | 70,781 | 1,944 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 69,579 | 1,911 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 65,711 | 1,805 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 62,632 | 1,720 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 60,207 | 1,653 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 45,476 | 1,622 | 0.0% | — | 78 | +45,476 | New | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 45,219 | 1,613 | 0.0% | 0.0% | 79 | -1,962 | -4.16% | Q3 2026 | Nov 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 58,237 | 1,599 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 58,000 | 1,593 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 55,948 | 1,536 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 55,781 | 1,532 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 55,033 | 1,511 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 54,677 | 1,500 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 41,520 | 1,481 | 0.01% | 0.01% | 86 | -1,024 | -2.41% | Q3 2026 | Oct 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 52,043 | 1,429 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INGALLS & SNYDER LLC | History | No change | 50,841 | 1,397 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 50,557 | 1,388 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Avidity Partners Management LP | History | No change | 50,000 | 1,373 | 0.22% | 0.22% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Genus Capital Management Inc. | History | New | 38,358 | 1,368 | 0.14% | — | 91 | +38,358 | New | Q3 2026 | Nov 04, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 49,511 | 1,360 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Walleye Capital LLC | History | No change | 48,802 | 1,340 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GRANDFIELD & DODD, LLC | History | Reduced | 37,538 | 1,339 | 0.07% | 0.05% | 94 | -95 | -0.25% | Q3 2026 | Oct 28, 2026 |
| Entropy Technologies, LP | History | No change | 48,654 | 1,336 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 37,099 | 1,323 | 0.0% | 0.0% | 96 | -1,257 | -3.28% | Q3 2026 | Oct 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 47,573 | 1,306 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 45,400 | 1,247 | 0.35% | 0.35% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, LLC | History | No change | 44,400 | 1,219 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 43,172 | 1,185 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 42,948 | 1,179 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 31,730 | 1,131 | 0.0% | 0.0% | 102 | +662 | 2.13% | Q3 2026 | Nov 04, 2026 |
| WINTON GROUP Ltd | History | No change | 40,900 | 1,123 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RHUMBLINE ADVISERS | History | No change | 39,985 | 1,098 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 39,904 | 1,096 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 30,105 | 1,073 | 0.01% | 0.01% | 106 | -335 | -1.1% | Q3 2026 | Oct 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 29,217 | 1,042 | 0.0% | 0.0% | 107 | +1,526 | 5.51% | Q3 2026 | Nov 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 32,612 | 895 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | No change | 32,116 | 882 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Reduced | 24,494 | 873 | 0.01% | 0.01% | 110 | -436 | -1.75% | Q3 2026 | Oct 28, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 31,361 | 861 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 23,243 | 849 | 0.02% | 0.02% | 112 | +786 | 3.5% | Q3 2026 | Oct 20, 2026 |
| Vise Technologies, Inc. | History | Added to | 23,186 | 827 | 0.01% | 0.01% | 113 | +6,809 | 41.58% | Q3 2026 | Oct 28, 2026 |
| Ethic Inc. | History | Added to | 23,015 | 821 | 0.01% | 0.0% | 114 | +9,023 | 64.49% | Q3 2026 | Nov 03, 2026 |
| Headlands Technologies LLC | History | No change | 27,141 | 745 | 0.08% | 0.08% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 26,750 | 734 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 20,356 | 726 | 0.01% | 0.01% | 117 | -1,173 | -5.45% | Q3 2026 | Oct 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 25,873 | 710 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 25,599 | 703 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 24,346 | 668 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 25,600 | 666 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,116 | 653 | 0.0% | 0.0% | 122 | +3,188 | 21.36% | Q3 2026 | Oct 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 23,616 | 648 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 17,873 | 637 | 0.01% | 0.01% | 124 | -237 | -1.31% | Q3 2026 | Oct 22, 2026 |
| SIGNATUREFD, LLC | History | Added to | 17,842 | 636 | 0.01% | 0.01% | 125 | +1,400 | 8.51% | Q3 2026 | Oct 23, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 17,692 | 629 | 0.03% | 0.02% | 126 | +5,615 | 46.49% | Q3 2026 | Oct 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 21,905 | 602 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 20,343 | 558 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 20,348 | 558 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DCF Advisers, LLC | History | New | 15,000 | 535 | 0.12% | — | 130 | +15,000 | New | Q3 2026 | Nov 04, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 14,917 | 532 | 0.0% | 0.0% | 131 | -179 | -1.19% | Q3 2026 | Nov 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 14,315 | 510 | 0.0% | 0.0% | 132 | +2,299 | 19.13% | Q3 2026 | Nov 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 18,434 | 506 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 17,530 | 481 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 16,885 | 463 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 16,862 | 463 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 16,322 | 448 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 16,297 | 447 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Versant Capital Management, Inc | History | Added to | 12,235 | 436 | 0.04% | 0.03% | 139 | +523 | 4.47% | Q3 2026 | Oct 01, 2026 |
| Marotta Asset Management | History | Reduced | 11,352 | 404 | 0.07% | 0.05% | 140 | -75 | -0.66% | Q3 2026 | Oct 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 11,258 | 402 | 0.0% | 0.0% | 141 | +265 | 2.41% | Q3 2026 | Oct 26, 2026 |
| Virtu Financial LLC | History | No change | 14,517 | 399 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 11,427 | 394 | 0.0% | 0.0% | 143 | +2,380 | 26.31% | Q3 2026 | Nov 04, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 10,961 | 391 | 0.02% | 0.01% | 144 | +530 | 5.08% | Q3 2026 | Oct 13, 2026 |
| One Wealth Advisors, LLC | History | No change | 13,683 | 375 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 10,424 | 371 | 0.1% | 0.05% | 146 | +3,083 | 42.0% | Q3 2026 | Oct 06, 2026 |
| NewEdge Wealth, LLC | History | No change | 13,271 | 364 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 13,214 | 362 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | No change | 13,090 | 359 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | New | 10,030 | 357 | 0.01% | — | 150 | +10,030 | New | Q3 2026 | Nov 05, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 12,414 | 341 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 9,362 | 333 | 0.0% | 0.0% | 152 | -2,169 | -18.81% | Q3 2026 | Oct 21, 2026 |
| SUMMITRY LLC | History | No change | 11,249 | 309 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SYON CAPITAL LLC | History | No change | 11,023 | 302 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 10,849 | 298 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pavaki Capital Management LLC | History | No change | 8,000 | 285 | 0.1% | 0.08% | 156 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Bayesian Capital Management, LP | History | No change | 10,369 | 284 | 0.18% | 0.18% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 10,217 | 281 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Everstar Asset Management, LLC | History | No change | 10,113 | 277 | 0.13% | 0.13% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Snowden Capital Advisors LLC | History | No change | 10,011 | 275 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 7,169 | 255 | 0.21% | 0.22% | 161 | -7,071 | -49.66% | Q3 2026 | Oct 29, 2026 |
| Caprock Group, LLC | History | No change | 9,066 | 249 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Frank, Rimerman Advisors LLC | History | New | 6,852 | 244 | 0.01% | — | 163 | +6,852 | New | Q3 2026 | Oct 16, 2026 |
| GROUP ONE TRADING LLC | History | No change | 8,846 | 243 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,868 | 243 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 8,619 | 236 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 8,375 | 230 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,274 | 223 | 0.0% | 0.0% | 168 | +183 | 3.0% | Q3 2026 | Nov 03, 2026 |
| Blue Trust, Inc. | History | Reduced | 6,140 | 219 | 0.0% | 0.0% | 169 | -5,536 | -47.41% | Q3 2026 | Oct 15, 2026 |
| Capital Square, LLC | History | New | 6,134 | 218 | 0.1% | — | 171 | +6,134 | New | Q3 2026 | Oct 19, 2026 |
| Smartleaf Asset Management LLC | History | No change | 8,399 | 218 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Trail Advisors, LLC | History | No change | 7,765 | 213 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PDS Planning, Inc | History | Reduced | 5,893 | 210 | 0.01% | 0.01% | 173 | -1,400 | -19.2% | Q3 2026 | Nov 03, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 7,624 | 209 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 7,421 | 203 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 7,300 | 200 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 7,260 | 199 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 4,955 | 176 | 0.0% | 0.0% | 178 | +1,561 | 45.99% | Q3 2026 | Oct 28, 2026 |
| GAMMA Investing LLC | History | Added to | 4,792 | 170 | 0.01% | 0.0% | 179 | +814 | 20.46% | Q3 2026 | Oct 08, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 5,944 | 163 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Investment Advisors / MI | History | No change | 5,653 | 155 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | Added to | 3,924 | 139 | 0.02% | 0.02% | 182 | +306 | 8.46% | Q3 2026 | Nov 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,126 | 133 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 4,449 | 122 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 3,399 | 121 | 0.0% | 0.0% | 185 | -977 | -22.33% | Q3 2026 | Oct 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,142 | 112 | 0.0% | 0.0% | 186 | +354 | 12.7% | Q3 2026 | Nov 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,669 | 100 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bayforest Capital Ltd | History | New | 2,796 | 99 | 0.15% | — | 188 | +2,796 | New | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,497 | 89 | 0.0% | 0.0% | 189 | +233 | 10.29% | Q3 2026 | Oct 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,656 | 72 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 2,549 | 70 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,436 | 66 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nykredit A/S | History | No change | 2,097 | 57 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,568 | 55 | 0.01% | 0.0% | 194 | -50 | -3.09% | Q3 2026 | Oct 27, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 1,484 | 52 | 0.0% | 0.0% | 196 | +120 | 8.8% | Q3 2026 | Oct 26, 2026 |
| Banque Transatlantique SA | History | No change | 1,913 | 52 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Financial Perspectives, Inc | History | No change | 1,333 | 47 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| V-Square Quantitative Management LLC | History | No change | 1,309 | 46 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,553 | 42 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Community Bank, N.A. | History | No change | 1,523 | 41 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cromwell Holdings LLC | History | No change | 1,077 | 38 | 0.02% | 0.01% | 201 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| FIRST HORIZON CORP | History | Reduced | 996 | 35 | 0.0% | 0.0% | 202 | -167 | -14.36% | Q3 2026 | Oct 26, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1,217 | 33 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 858 | 30 | 0.01% | 0.01% | 205 | +16 | 1.9% | Q3 2026 | Oct 20, 2026 |
| UMB Bank, n.a. | History | No change | 1,121 | 30 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 817 | 29 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Allworth Financial LP | History | No change | 1,000 | 27 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| North Star Investment Management Corp. | History | No change | 538 | 19 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | No change | 713 | 19 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 642 | 17 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | No change | 526 | 15 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFC Planning, Inc. | History | No change | 548 | 15 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 498 | 14 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 368 | 13 | 0.0% | 0.0% | 215 | +196 | 113.95% | Q3 2026 | Oct 29, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 391 | 13 | 0.0% | 0.0% | 214 | +141 | 56.4% | Q3 2026 | Oct 23, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 354 | 12 | 0.0% | 0.0% | 216 | +20 | 5.99% | Q3 2026 | Oct 27, 2026 |
| Ares Financial Consulting, LLC | History | No change | 363 | 12 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 333 | 11 | 0.0% | — | 219 | +333 | New | Q3 2026 | Oct 30, 2026 |
| Manchester Capital Management LLC | History | No change | 336 | 11 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| True Wealth Design, LLC | History | Added to | 305 | 10 | 0.0% | 0.0% | 221 | +24 | 8.54% | Q3 2026 | Oct 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 377 | 10 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 372 | 10 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WealthCollab, LLC | History | No change | 357 | 9 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essential Partners LLC | History | No change | 226 | 8 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 213 | 7 | 0.0% | 0.0% | 225 | +170 | 395.35% | Q3 2026 | Nov 05, 2026 |
| Larson Financial Group LLC | History | Added to | 201 | 7 | 0.0% | 0.0% | 226 | +12 | 6.35% | Q3 2026 | Nov 05, 2026 |
| Continuum Advisory, LLC | History | No change | 257 | 7 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 223 | 7 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| James T. Borello RIA | History | No change | 201 | 7 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| West Financial Advisors, LLC | History | New | 179 | 6 | 0.0% | — | 234 | +179 | New | Q3 2026 | Oct 22, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 169 | 6 | 0.0% | 0.0% | 232 | -67 | -28.39% | Q3 2026 | Oct 21, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 239 | 6 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 250 | 6 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 196 | 6 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 165 | 5 | 0.0% | 0.0% | 236 | +30 | 22.22% | Q3 2026 | Oct 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 213 | 5 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Addison Advisors LLC | History | No change | 209 | 5 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 131 | 4 | 0.0% | — | 247 | +131 | New | Q3 2026 | Oct 15, 2026 |
| JNBA Financial Advisors | History | New | 129 | 4 | 0.0% | — | 246 | +129 | New | Q3 2026 | Nov 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 116 | 4 | 0.0% | 0.0% | 239 | +30 | 34.88% | Q3 2026 | Oct 28, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 121 | 4 | 0.0% | 0.0% | 243 | -16 | -11.68% | Q3 2026 | Nov 03, 2026 |
| BARCLAYS PLC | History | No change | 160 | 4 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 156 | 4 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 127 | 4 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Kilter Group LLC | History | No change | 179 | 4 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Financial Management LLC | History | No change | 181 | 4 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 110 | 3 | 0.0% | — | 252 | +110 | New | Q3 2026 | Oct 09, 2026 |
| Root Financial Partners, LLC | History | New | 102 | 3 | 0.0% | — | 251 | +102 | New | Q3 2026 | Oct 21, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 111 | 3 | 0.0% | 0.0% | 250 | -43 | -27.92% | Q3 2026 | Nov 05, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 102 | 3 | 0.0% | 0.0% | 249 | -9 | -8.11% | Q3 2026 | Oct 29, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 122 | 3 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Private Wealth Management, LLC | History | New | 78 | 2 | 0.0% | — | 261 | +78 | New | Q3 2026 | Oct 19, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 68 | 2 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 60 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | No change | 79 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 104 | 2 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Park Place Capital Corp | History | No change | 90 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MidFirst Bank | History | No change | 75 | 2 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Miller Global Investments, LLC | History | No change | 77 | 2 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 94 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COUNTRY TRUST BANK | History | New | 36 | 1 | 0.0% | — | 277 | +36 | New | Q3 2026 | Oct 30, 2026 |
| Elyxium Wealth, LLC | History | New | 29 | 1 | 0.0% | — | 278 | +29 | New | Q3 2026 | Oct 27, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 49 | 1 | 0.0% | — | 275 | +17 | 53.13% | Q3 2026 | Oct 07, 2026 |
| Breakwater Investment Management | History | Added to | 29 | 1 | 0.0% | — | 273 | +1 | 3.57% | Q3 2026 | Oct 20, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 43 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Smithfield Trust Co | History | No change | 49 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 70 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ancora Advisors LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 63 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 71 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Security National Bank | History | No change | 45 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 44 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 31 | 1 | 0.0% | — | 271 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| American Capital Advisory, LLC | History | No change | 46 | 1 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Allied Private Wealth LLC | History | No change | 56 | 1 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,943 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,911 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 14 | 0 | — | 0.04% | — | -10,189 | -99.86% | Q3 2026 | Oct 29, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.02% | — | -1,400 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -231 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Planning Strategies Inc. | History | New | 27 | 0 | — | — | — | +27 | New | Q3 2026 | Oct 02, 2026 |
| Hickory Point Bank & Trust | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 16 | 0 | — | — | — | -17 | -51.52% | Q3 2026 | Oct 28, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2026 | Nov 05, 2026 |
| GODSEY & GIBB, INC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Bare Financial Services, Inc | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Nov 04, 2026 |
| Monetary Solutions, Ltd | History | Added to | 14 | 0 | — | — | — | +4 | 40.0% | Q3 2026 | Oct 22, 2026 |
| StrongBox Wealth, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Nov 02, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 19 | 0 | — | — | — | +3 | 18.75% | Q3 2026 | Oct 20, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| WHITTIER TRUST CO | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOTCO | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Horizon Investments, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Inspire Investing, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Bogart Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Triumph Capital Management | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SHP Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Abound Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Arlington Trust Co LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Burk Holdings LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Caldwell Trust Co | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Highland Investment Advisors LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |