HCI Group, Inc. - HCI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 1,843,638 | 323,097 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Khrom Capital Management LLC | History | No change | 690,749 | 121,053 | 10.14% | 10.14% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 477,702 | 83,717 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 424,559 | 74,403 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 415,740 | 72,858 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 409,716 | 71,807 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 298,370 | 52,296 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 276,525 | 48,461 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 241,129 | 42,257 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 236,105 | 41,377 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 181,010 | 31,722 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 175,557 | 30,766 | 0.2% | 0.2% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 175,235 | 30,710 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 150,281 | 26,336 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 145,533 | 25,998 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 139,600 | 24,464 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 132,258 | 23,186 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 130,716 | 22,907 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 124,264 | 21,777 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 119,320 | 20,910 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 112,246 | 19,671 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 103,081 | 18,064 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 99,412 | 17,421 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 89,976 | 15,768 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 89,832 | 15,743 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 78,772 | 13,804 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 70,742 | 12,397 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 70,267 | 12,314 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Base Wealth Management LLC | History | No change | 65,327 | 11,448 | 5.33% | 5.33% | 29 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | No change | 57,227 | 10,029 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 56,858 | 9,964 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 56,260 | 9,859 | 1.29% | 1.29% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 51,027 | 8,942 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORGES BANK | History | No change | 47,500 | 8,324 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PEAK6 LLC | History | No change | 46,700 | 8,184 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 41,192 | 7,218 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 39,544 | 6,930 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ASSETMARK, INC | History | No change | 39,059 | 6,845 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 38,524 | 6,751 | 0.12% | 0.12% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 36,250 | 6,352 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | No change | 35,740 | 6,263 | 2.51% | 2.51% | 41 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Trexquant Investment LP | History | No change | 35,116 | 6,154 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 30,471 | 5,340 | 0.07% | 0.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moran Wealth Management, LLC | History | No change | 30,075 | 5,270 | 0.14% | 0.14% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 28,991 | 5,080 | 0.65% | 0.65% | 45 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Nuveen, LLC | History | No change | 28,119 | 4,927 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 26,531 | 4,649 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 25,884 | 4,536 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 24,263 | 4,252 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 23,729 | 4,158 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 23,500 | 4,118 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 22,771 | 3,990 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | No change | 22,600 | 3,960 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 22,166 | 3,884 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 20,543 | 3,600 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 18,707 | 3,278 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 18,585 | 3,257 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Odyssean, LLC | History | No change | 18,528 | 3,247 | 0.53% | 0.53% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 17,942 | 3,144 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 17,190 | 3,012 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 16,588 | 2,907 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 16,381 | 2,870 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 15,845 | 2,776 | 0.14% | 0.14% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 14,693 | 2,574 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cutler Capital Management, LLC | History | No change | 14,662 | 2,569 | 0.67% | 0.67% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 14,600 | 2,559 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 13,799 | 2,418 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,319 | 2,334 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Atom Investors LP | History | No change | 13,252 | 2,322 | 0.21% | 0.21% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 12,392 | 2,294 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 13,010 | 2,280 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 12,400 | 2,173 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 12,322 | 2,159 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Point72 Asset Management, L.P. | History | No change | 12,097 | 2,119 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 12,000 | 2,103 | 0.1% | 0.1% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 11,884 | 2,082 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 11,843 | 2,075 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 11,622 | 2,036 | 0.08% | 0.08% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 11,491 | 2,013 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 13,003 | 2,010 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 11,464 | 2,009 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 11,337 | 1,986 | 0.13% | 0.13% | 82 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BESSEMER GROUP INC | History | No change | 11,293 | 1,980 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 11,171 | 1,957 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nicholas Investment Partners, LP | History | No change | 11,000 | 1,927 | 0.11% | 0.11% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ridgewood Investments LLC | History | Added to | 10,539 | 1,831 | 0.67% | 0.69% | 86 | +5 | 0.05% | Q3 2026 | Oct 05, 2026 |
| SEI INVESTMENTS CO | History | No change | 10,381 | 1,819 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 10,255 | 1,797 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 10,241 | 1,794 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Man Group plc | History | No change | 9,763 | 1,710 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 9,662 | 1,693 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 9,483 | 1,661 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 9,268 | 1,625 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | No change | 9,068 | 1,589 | 0.13% | 0.13% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 9,036 | 1,583 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jackson Creek Investment Advisors LLC | History | No change | 8,858 | 1,550 | 0.51% | 0.51% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 8,775 | 1,537 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 8,733 | 1,530 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 8,368 | 1,466 | 0.24% | 0.24% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREDIT AGRICOLE S A | History | No change | 8,297 | 1,454 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 8,218 | 1,440 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 8,000 | 1,402 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FJ Capital Management LLC | History | No change | 7,787 | 1,364 | 0.18% | 0.18% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 7,756 | 1,359 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 7,689 | 1,347 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wakefield Asset Management LLLP | History | No change | 7,689 | 1,347 | 0.3% | 0.3% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | No change | 7,625 | 1,336 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 7,515 | 1,317 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quantinno Capital Management LP | History | No change | 7,147 | 1,252 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Financial Private Client, LLC | History | No change | 6,956 | 1,219 | 0.33% | 0.33% | 110 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,945 | 1,217 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOVEM GROUP | History | No change | 6,942 | 1,216 | 0.12% | 0.12% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 6,931 | 1,215 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 6,890 | 1,207 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 6,872 | 1,204 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 6,710 | 1,175 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,571 | 1,151 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 6,463 | 1,132 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | No change | 6,406 | 1,122 | 0.13% | 0.13% | 119 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,170 | 1,113 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 6,266 | 1,098 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 6,006 | 1,052 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 5,997 | 1,050 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 5,900 | 1,033 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 5,668 | 993 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 5,600 | 981 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 5,530 | 969 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 5,466 | 958 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 5,457 | 956 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 5,406 | 947 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 5,195 | 910 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 5,104 | 894 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bridgewater Advisors Inc. | History | No change | 4,984 | 893 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 5,011 | 878 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 4,962 | 870 | 0.05% | 0.05% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Marshall Financial Group, LLC | History | No change | 4,901 | 858 | 0.13% | 0.13% | 136 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Corient Private Wealth LP | History | No change | 4,884 | 855 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 4,793 | 839 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 4,729 | 828 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 4,434 | 809 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 4,610 | 807 | 0.22% | 0.22% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | No change | 4,600 | 806 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 4,496 | 787 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 4,487 | 786 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,261 | 746 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 4,156 | 728 | 0.09% | 0.09% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,118 | 721 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 4,100 | 718 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 4,075 | 714 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | No change | 3,919 | 686 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,911 | 685 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Graham Capital Management, L.P. | History | No change | 3,899 | 683 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 3,884 | 681 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Handelsbanken Fonder AB | History | No change | 3,400 | 596 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 3,350 | 587 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 3,345 | 586 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,327 | 583 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 3,317 | 581 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | No change | 3,226 | 565 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 3,200 | 560 | 0.34% | 0.34% | 160 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 3,173 | 556 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BOKF, NA | History | No change | 3,125 | 547 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 3,118 | 546 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 3,115 | 545 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ALPS ADVISORS INC | History | No change | 2,998 | 525 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 2,978 | 521 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 2,965 | 519 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 2,901 | 508 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMALGAMATED BANK | History | No change | 2,855 | 500 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 2,834 | 496 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,515 | 440 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 2,503 | 438 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 2,500 | 438 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 2,405 | 421 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitlin John, LLC | History | No change | 2,407 | 421 | 0.23% | 0.23% | 175 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 2,375 | 416 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 2,350 | 411 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,348 | 411 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXQ CAPITAL, LP | History | No change | 2,215 | 388 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Centiva Capital, LP | History | No change | 2,208 | 386 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 2,054 | 360 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,864 | 326 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 1,815 | 318 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 1,804 | 316 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 1,756 | 307 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 1,736 | 303 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 1,725 | 302 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CERTUITY, LLC | History | No change | 1,619 | 283 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sterling Capital Management LLC | History | No change | 1,607 | 281 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ProShare Advisors LLC | History | No change | 1,599 | 280 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,544 | 270 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 1,539 | 269 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 1,531 | 268 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,513 | 265 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAILARD, INC. | History | No change | 1,500 | 262 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 1,425 | 249 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gallacher Capital Management LLC | History | No change | 1,417 | 248 | 0.14% | 0.14% | 197 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Claro Advisors Inc. | History | No change | 1,403 | 245 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 1,385 | 242 | 0.09% | 0.09% | 199 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MQS Management LLC | History | No change | 1,369 | 239 | 0.29% | 0.29% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tidal Investments LLC | History | No change | 1,345 | 235 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 1,309 | 231 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 1,315 | 230 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Global Investments | History | No change | 1,315 | 230 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Inspire Advisors, LLC | History | No change | 1,272 | 224 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | No change | 1,275 | 223 | 0.12% | 0.12% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 1,227 | 215 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| R Squared Ltd | History | No change | 1,211 | 212 | 0.11% | 0.11% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 1,209 | 211 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 1,180 | 206 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Magnetar Financial LLC | History | No change | 1,152 | 201 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,104 | 193 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 1,065 | 186 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,024 | 179 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 987 | 172 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 846 | 148 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 828 | 145 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GAMMA Investing LLC | History | No change | 820 | 143 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Inspire Investing, LLC | History | No change | 779 | 136 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 711 | 124 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 640 | 112 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 631 | 110 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vestcor Inc | History | No change | 552 | 97 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 543 | 95 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caldwell Trust Co | History | No change | 544 | 95 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIGNATUREFD, LLC | History | No change | 483 | 84 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| State of Wyoming | History | No change | 467 | 81 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KBC Group NV | History | No change | 445 | 78 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Westside Investment Management, Inc. | History | No change | 252 | 44 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Signature Equity Partners, LLC | History | No change | 222 | 38 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | No change | 194 | 34 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Nykredit A/S | History | No change | 188 | 32 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 180 | 31 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 166 | 29 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | No change | 160 | 28 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 153 | 26 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 150 | 26 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Essential Partners LLC | History | No change | 135 | 23 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Silvant Capital Management LLC | History | No change | 130 | 22 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 89 | 16 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 95 | 16 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Optiver Holding B.V. | History | No change | 96 | 16 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 92 | 16 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 78 | 13 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 69 | 12 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 69 | 12 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Smartleaf Asset Management LLC | History | No change | 71 | 12 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | No change | 58 | 10 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UMB Bank, n.a. | History | No change | 50 | 8 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 48 | 8 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 47 | 8 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 42 | 7 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bogart Wealth, LLC | History | No change | 35 | 6 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 36 | 6 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 33 | 5 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 34 | 5 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 25 | 4 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 24 | 4 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quarry LP | History | No change | 27 | 4 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 27 | 4 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 19 | 3 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 15 | 3 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Co / SC | History | No change | 17 | 3 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 18 | 3 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 16 | 2 | 0.0% | 0.0% | 265 | +8 | 100.0% | Q3 2026 | Oct 01, 2026 |
| Valued Wealth Advisors LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WPG Advisers, LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 12 | 2 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 8 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 3 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Continuum Advisory, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bare Financial Services, Inc | History | No change | 9 | 1 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Torren Management, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q3 2026 | Oct 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Davis Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fortitude Family Office, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ankerstar Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rossby Financial, LCC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |