HOULIHAN LOKEY, INC. - HLI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 5,240,406 | 702,895 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,774,115 | 372,092 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,439,724 | 327,240 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 2,426,619 | 325,482 | 1.01% | 1.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EARNEST PARTNERS LLC | History | No change | 2,172,720 | 291,426 | 1.05% | 1.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,992,096 | 267,201 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 1,749,472 | 234,652 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MORGAN STANLEY | History | No change | 1,690,245 | 226,712 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,383,912 | 185,658 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,300,687 | 174,461 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,235,441 | 165,709 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Neuberger Berman Group LLC | History | No change | 992,787 | 133,162 | 0.09% | 0.09% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | No change | 938,411 | 125,869 | 1.79% | 1.79% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 929,760 | 124,708 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 890,616 | 119,458 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAMCO INC /NY/ | History | No change | 869,544 | 116,631 | 0.18% | 0.18% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 825,406 | 110,711 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 705,487 | 94,626 | 0.09% | 0.09% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 692,896 | 92,935 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 690,813 | 92,658 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | No change | 656,486 | 88,054 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 654,087 | 87,732 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | No change | 635,294 | 85,212 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 620,282 | 83,198 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 561,266 | 75,282 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Research Global Investors | History | No change | 526,868 | 70,668 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 521,880 | 69,999 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 514,374 | 68,992 | 0.61% | 0.61% | 28 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 486,239 | 65,219 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | No change | 463,415 | 62,157 | 0.2% | 0.2% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 458,942 | 61,557 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Van Berkom & Associates Inc. | History | No change | 436,412 | 58,536 | 1.89% | 1.89% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 430,600 | 57,808 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 417,511 | 56,000 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 406,981 | 54,588 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital International Investors | History | No change | 406,531 | 54,528 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 383,961 | 51,500 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 382,195 | 51,263 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 375,874 | 50,415 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 349,700 | 46,906 | 0.37% | 0.37% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 345,248 | 46,308 | 0.08% | 0.08% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 343,231 | 46,037 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 321,436 | 43,114 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 314,566 | 42,192 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 290,735 | 40,280 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 290,765 | 39,000 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 288,794 | 38,735 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 263,803 | 35,383 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | No change | 261,511 | 35,076 | 1.69% | 1.69% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 263,456 | 35,018 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 259,909 | 34,861 | 0.15% | 0.15% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARIEL INVESTMENTS, LLC | History | No change | 244,520 | 32,797 | 0.33% | 0.33% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Added to | 256,760 | 32,439 | 0.71% | 0.47% | 53 | +88,862 | 52.93% | Q3 2026 | Oct 08, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | No change | 239,140 | 32,037 | 0.43% | 0.43% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 219,632 | 29,459 | 0.08% | 0.08% | 55 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ancora Advisors LLC | History | No change | 214,346 | 28,750 | 0.55% | 0.55% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Champlain Investment Partners, LLC | History | No change | 209,983 | 28,165 | 0.72% | 0.72% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fiera Capital Corp | History | No change | 206,982 | 27,762 | 0.1% | 0.1% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 206,485 | 27,695 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | No change | 205,696 | 27,627 | 2.98% | 2.98% | 60 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BARCLAYS PLC | History | No change | 200,535 | 26,897 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 189,028 | 25,354 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 187,563 | 25,157 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 186,627 | 25,032 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 171,137 | 22,954 | 0.06% | 0.06% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 169,929 | 22,792 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 167,184 | 22,424 | 0.27% | 0.27% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 166,495 | 22,331 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 163,937 | 21,988 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | No change | 152,433 | 20,445 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 158,547 | 20,030 | 0.64% | 0.7% | 71 | -5,582 | -3.4% | Q3 2026 | Oct 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 148,128 | 20,023 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 132,289 | 17,743 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | No change | 126,476 | 16,964 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Walleye Capital LLC | History | No change | 125,338 | 16,811 | 0.06% | 0.06% | 75 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 123,130 | 16,515 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ATWOOD & PALMER INC | History | Added to | 128,463 | 16,230 | 0.83% | 0.15% | 77 | +107,566 | 514.74% | Q3 2026 | Oct 08, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 119,657 | 16,049 | 0.59% | 0.59% | 78 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BROWN ADVISORY INC | History | No change | 118,776 | 15,931 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 109,973 | 14,750 | 0.18% | 0.18% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Swiss National Bank | History | No change | 109,336 | 14,665 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 96,879 | 12,988 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 94,646 | 12,694 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 92,125 | 12,356 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALPS ADVISORS INC | History | No change | 91,702 | 12,299 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 87,413 | 11,724 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 85,383 | 11,452 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Montanaro Asset Management Ltd | History | No change | 82,934 | 11,123 | 3.51% | 3.51% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO | History | No change | 77,994 | 11,110 | 0.11% | 0.11% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 80,822 | 10,840 | 0.07% | 0.07% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUFG Securities EMEA plc | History | No change | 79,700 | 10,690 | 0.11% | 0.11% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 78,512 | 10,530 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 76,000 | 10,193 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 69,903 | 10,039 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 73,667 | 9,880 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prana Capital Management, LP | History | No change | 71,882 | 9,641 | 0.29% | 0.29% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 71,415 | 9,578 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 69,161 | 9,276 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crawford Fund Management, LLC | History | No change | 68,431 | 9,178 | 1.41% | 1.41% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 68,030 | 9,125 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Interval Partners, LP | History | No change | 67,227 | 9,017 | 0.23% | 0.23% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 66,982 | 8,984 | 0.06% | 0.06% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boston Partners | History | No change | 64,924 | 8,708 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 63,069 | 8,459 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | No change | 61,888 | 8,301 | 0.63% | 0.63% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 61,352 | 8,229 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 59,091 | 7,925 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | No change | 56,078 | 7,521 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | No change | 54,058 | 7,250 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 53,640 | 7,194 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 53,484 | 7,173 | 1.62% | 1.62% | 111 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 51,974 | 6,972 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 51,368 | 6,889 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 50,697 | 6,799 | 0.07% | 0.07% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 49,468 | 6,635 | 0.09% | 0.09% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 49,451 | 6,632 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 48,160 | 6,486 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 47,637 | 6,389 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 45,505 | 6,103 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 44,906 | 6,023 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 42,939 | 5,759 | 0.11% | 0.11% | 121 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 40,895 | 5,485 | 0.35% | 0.35% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 38,849 | 5,404 | 0.1% | 0.1% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Grandeur Peak Global Advisors, LLC | History | No change | 39,863 | 5,346 | 1.24% | 1.24% | 124 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Brevan Howard Capital Management LP | History | No change | 39,300 | 5,271 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 39,151 | 5,251 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 38,584 | 5,175 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| STRS OHIO | History | No change | 38,449 | 5,157 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 37,796 | 5,071 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 37,118 | 4,978 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMERCE BANK | History | No change | 35,858 | 4,809 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 37,263 | 4,677 | 0.01% | 0.01% | 132 | +6,296 | 20.33% | Q3 2026 | Oct 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 34,200 | 4,587 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pier Capital, LLC | History | No change | 34,014 | 4,562 | 0.6% | 0.6% | 134 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 33,386 | 4,478 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 32,083 | 4,303 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 31,871 | 4,274 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Jupiter Topco LLC | History | No change | 30,584 | 4,104 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 30,495 | 4,090 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 28,870 | 3,872 | 0.98% | 0.98% | 140 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hilton Capital Management, LLC | History | No change | 28,101 | 3,769 | 0.26% | 0.26% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 27,923 | 3,745 | 0.08% | 0.08% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 26,110 | 3,502 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 26,071 | 3,496 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VELA Investment Management, LLC | History | No change | 25,348 | 3,399 | 0.74% | 0.74% | 145 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Empowered Funds, LLC | History | No change | 25,202 | 3,380 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 25,108 | 3,367 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harbor Advisors LLC | History | No change | 25,000 | 3,353 | 0.42% | 0.42% | 148 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TWINBEECH CAPITAL LP | History | No change | 24,800 | 3,326 | 0.6% | 0.6% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | No change | 24,787 | 3,325 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 24,549 | 3,292 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Trexquant Investment LP | History | No change | 24,512 | 3,287 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 23,907 | 3,206 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 23,380 | 3,135 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Treasurer of the State of North Carolina | History | No change | 23,214 | 3,114 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 23,128 | 3,102 | 0.12% | 0.12% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 22,727 | 3,048 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 22,281 | 2,988 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 22,072 | 2,960 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 22,041 | 2,956 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 21,970 | 2,946 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AXQ CAPITAL, LP | History | No change | 21,246 | 2,849 | 0.31% | 0.31% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 20,986 | 2,814 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 20,972 | 2,812 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Faithward Advisors, LLC | History | No change | 20,481 | 2,747 | 0.34% | 0.34% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 20,327 | 2,726 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 20,204 | 2,709 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 20,120 | 2,704 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 19,909 | 2,670 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 19,791 | 2,654 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 19,034 | 2,553 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bell Asset Management Ltd | History | Reduced | 19,859 | 2,508 | 0.91% | 0.92% | 172 | -5,825 | -22.68% | Q3 2026 | Oct 08, 2026 |
| SG Americas Securities, LLC | History | No change | 18,005 | 2,415 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 17,929 | 2,404 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Voleon Capital Management LP | History | No change | 17,925 | 2,404 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 17,872 | 2,397 | 0.1% | 0.1% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FJ Capital Management LLC | History | No change | 17,497 | 2,346 | 0.3% | 0.3% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 17,434 | 2,338 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salvus Wealth Management, LLC | History | New | 18,476 | 2,334 | 1.33% | — | 179 | +18,476 | New | Q3 2026 | Oct 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 17,214 | 2,308 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 17,161 | 2,301 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 18,154 | 2,293 | 0.4% | — | 182 | +18,154 | New | Q3 2026 | Oct 08, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 16,620 | 2,229 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Weil Company, Inc. | History | No change | 16,501 | 2,213 | 0.39% | 0.39% | 184 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 16,120 | 2,162 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bridgewater Associates, LP | History | No change | 16,007 | 2,147 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | No change | 15,900 | 2,132 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 15,683 | 2,104 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 15,659 | 2,100 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 15,289 | 2,050 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arizona State Retirement System | History | No change | 15,025 | 2,015 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FORA Capital, LLC | History | No change | 14,909 | 2,001 | 0.14% | 0.14% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 14,700 | 1,971 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polar Asset Management Partners Inc. | History | No change | 14,639 | 1,963 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 14,628 | 1,962 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 14,525 | 1,948 | 0.09% | 0.09% | 196 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 13,781 | 1,848 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 13,696 | 1,837 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DAVENPORT & Co LLC | History | No change | 13,598 | 1,823 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 13,567 | 1,819 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLSTATE CORP | History | No change | 13,424 | 1,800 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 12,980 | 1,741 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 12,700 | 1,703 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 12,700 | 1,703 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 12,657 | 1,698 | 0.11% | 0.11% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 12,531 | 1,680 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 12,347 | 1,656 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 12,333 | 1,654 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 12,258 | 1,644 | 0.36% | 0.36% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 12,196 | 1,635 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 12,464 | 1,574 | 0.05% | 0.04% | 211 | +4,324 | 53.12% | Q3 2026 | Oct 08, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 11,657 | 1,563 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 11,226 | 1,505 | 0.08% | 0.08% | 213 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 11,199 | 1,502 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 10,600 | 1,422 | 0.04% | 0.04% | 215 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BOKF, NA | History | No change | 10,547 | 1,414 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 10,051 | 1,348 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | No change | 9,950 | 1,334 | 0.11% | 0.11% | 218 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Summit Trail Advisors, LLC | History | No change | 9,739 | 1,306 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 9,596 | 1,287 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Henshaw Capital LLC | History | No change | 9,387 | 1,259 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 9,068 | 1,216 | 0.07% | 0.07% | 222 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aquatic Capital Management LLC | History | No change | 8,886 | 1,191 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 1,122,126 | 1,186 | 0.1% | 0.1% | 224 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 8,797 | 1,179 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PineStone Asset Management Inc. | History | No change | 8,794 | 1,179 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cannell & Spears LLC | History | No change | 8,671 | 1,163 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pictet Asset Management Holding SA | History | No change | 8,606 | 1,154 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atria Investments, Inc | History | No change | 8,597 | 1,153 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 8,487 | 1,138 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 8,460 | 1,134 | 0.05% | 0.05% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 8,240 | 1,105 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CIM, LLC | History | No change | 8,186 | 1,097 | 0.14% | 0.14% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 7,704 | 1,033 | 0.13% | 0.13% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7,507 | 1,006 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 7,422 | 995 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 7,370 | 988 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Fisher Asset Management, LLC | History | No change | 7,344 | 985 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 7,247 | 972 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,050 | 945 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Trust Co | History | No change | 6,983 | 936 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 6,855 | 919 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Taylor Frigon Capital Management LLC | History | No change | 6,822 | 915 | 0.43% | 0.43% | 243 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sendero Wealth Management, LLC | History | No change | 6,779 | 909 | 0.09% | 0.09% | 244 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 6,768 | 907 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PDT Partners, LLC | History | No change | 6,630 | 889 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | No change | 6,541 | 877 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Callan Family Office, LLC | History | No change | 6,505 | 872 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 6,433 | 862 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 6,335 | 849 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 6,141 | 824 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 6,461 | 816 | 0.01% | 0.0% | 252 | +3,319 | 105.63% | Q3 2026 | Oct 13, 2026 |
| Pacer Advisors, Inc. | History | No change | 6,069 | 814 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 5,893 | 790 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,870 | 787 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 5,710 | 766 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FULTON BANK, N.A. | History | No change | 5,696 | 764 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 5,484 | 759 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| State of Alaska, Department of Revenue | History | No change | 5,313 | 712 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 5,248 | 703 | 0.07% | 0.07% | 260 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 5,200 | 697 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,166 | 692 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 5,143 | 689 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 5,057 | 678 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | No change | 5,019 | 673 | 0.05% | 0.05% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 4,797 | 643 | 0.16% | 0.16% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,712 | 632 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTRUST BANK NA | History | No change | 4,562 | 611 | 0.05% | 0.05% | 268 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apriem Advisors | History | No change | 4,481 | 601 | 0.05% | 0.05% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 4,431 | 594 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,392 | 589 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vident Advisory, LLC | History | No change | 4,303 | 577 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | No change | 4,194 | 562 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 4,178 | 559 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 3,951 | 553 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 4,127 | 553 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Krilogy Financial LLC | History | Added to | 4,233 | 551 | 0.02% | 0.01% | 278 | +563 | 15.34% | Q3 2026 | Oct 13, 2026 |
| CONNABLE OFFICE INC | History | No change | 4,111 | 551 | 0.05% | 0.05% | 277 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Blue Trust, Inc. | History | No change | 3,926 | 526 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 3,851 | 516 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 3,850 | 516 | 0.32% | 0.32% | 281 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 3,833 | 514 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Caitlin John, LLC | History | No change | 3,833 | 514 | 0.28% | 0.28% | 283 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Clifford Group, LLC | History | No change | 3,822 | 512 | 0.35% | 0.35% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaGrep UK Ltd | History | No change | 3,807 | 510 | 0.15% | 0.15% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 3,788 | 508 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,780 | 506 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Quantum Portfolio Management LLC | History | No change | 3,776 | 506 | 0.18% | 0.18% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 3,751 | 503 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | No change | 3,750 | 502 | 0.08% | 0.08% | 290 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 3,710 | 497 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 3,667 | 491 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 3,600 | 482 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Brookstone Capital Management | History | No change | 3,567 | 478 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Inspire Investing, LLC | History | No change | 3,528 | 473 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J2 Capital Management Inc | History | No change | 3,522 | 472 | 0.32% | 0.32% | 296 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Venturi Wealth Management, LLC | History | No change | 3,508 | 470 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sepio Capital, LP | History | No change | 3,406 | 456 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 3,393 | 455 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 3,339 | 447 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,328 | 446 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| M&T BANK CORP | History | No change | 3,223 | 432 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPTIMIZE FINANCIAL INC. | History | No change | 3,142 | 421 | 0.15% | 0.15% | 303 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sound Capital Solutions LLC | History | No change | 3,142 | 421 | 0.1% | 0.1% | 304 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AVIVA PLC | History | No change | 3,134 | 420 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 3,088 | 414 | 0.08% | 0.08% | 306 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 3,083 | 413 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 3,001 | 403 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rehmann Capital Advisory Group | History | No change | 2,922 | 391 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,876 | 385 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Utah Retirement Systems | History | No change | 2,859 | 383 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 2,861 | 383 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 2,772 | 371 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 2,772 | 371 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| First Bank & Trust | History | No change | 2,717 | 364 | 0.05% | 0.05% | 315 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Maryland State Retirement & Pension System | History | No change | 2,697 | 361 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| iA Global Asset Management Inc. | History | No change | 2,687 | 360 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Oak Thistle LLC | History | No change | 2,675 | 358 | 0.03% | 0.03% | 318 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Nykredit A/S | History | No change | 2,591 | 347 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Vestcor Inc | History | No change | 2,574 | 345 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Snowden Capital Advisors LLC | History | No change | 2,576 | 345 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DnB Asset Management AS | History | No change | 2,562 | 343 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,565 | 343 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 2,500 | 335 | 0.03% | 0.03% | 324 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sowell Financial Services LLC | History | No change | 2,482 | 332 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Caprock Group, LLC | History | No change | 2,461 | 330 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 2,458 | 329 | 0.03% | 0.03% | 327 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,443 | 327 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 2,399 | 321 | 0.13% | 0.13% | 329 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fieldview Capital Management, LLC | History | No change | 2,376 | 318 | 0.09% | 0.09% | 330 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 2,360 | 316 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SummitTX Capital, L.P. | History | No change | 2,328 | 312 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Riverwater Partners LLC | History | No change | 2,287 | 306 | 0.09% | 0.09% | 333 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,276 | 305 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hamilton Capital Partners Inc. | History | No change | 2,250 | 301 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portside Wealth Group, LLC | History | No change | 2,216 | 297 | 0.03% | 0.03% | 336 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 2,213 | 296 | 0.08% | 0.08% | 337 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accredited Investors Inc. | History | No change | 2,196 | 294 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advisory Services Network, LLC | History | No change | 2,181 | 292 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trajan Wealth LLC | History | No change | 2,156 | 289 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | No change | 2,139 | 286 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneAscent Investment Solutions LLC | History | No change | 2,128 | 285 | 0.27% | 0.27% | 342 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,095 | 281 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,093 | 280 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 2,055 | 275 | 0.03% | 0.03% | 345 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,989 | 274 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 2,038 | 273 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jefferies Financial Group Inc. | History | No change | 2,023 | 271 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NORDEN GROUP LLC | History | No change | 2,000 | 268 | 0.02% | 0.02% | 349 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 1,992 | 267 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,986 | 266 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Index Technologies Group LLC | History | No change | 1,944 | 260 | 0.21% | 0.21% | 352 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VISTA FINANCE, LLC | History | No change | 1,931 | 259 | 0.14% | 0.14% | 353 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 1,919 | 257 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wedmont Private Capital | History | New | 2,008 | 252 | 0.01% | — | 356 | +2,008 | New | Q3 2026 | Oct 09, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 2,000 | 252 | 0.02% | — | 355 | +2,000 | New | Q3 2026 | Oct 08, 2026 |
| Diversify Advisory Services, LLC | History | No change | 1,784 | 251 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 1,784 | 251 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sun Group Wealth Partners | History | No change | 1,869 | 250 | 0.17% | 0.17% | 359 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NICOLET BANKSHARES INC | History | No change | 1,754 | 249 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | No change | 1,844 | 247 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 1,845 | 247 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,833 | 245 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 1,813 | 243 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 1,783 | 239 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HB Wealth Management, LLC | History | No change | 1,773 | 237 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,749 | 234 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,741 | 233 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 1,714 | 229 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BRIGHTON JONES LLC | History | No change | 1,706 | 228 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SFMG, LLC | History | No change | 1,695 | 227 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | No change | 1,685 | 226 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,678 | 225 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC Asset Management Inc | History | No change | 1,644 | 220 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sterling Capital Management LLC | History | No change | 1,640 | 219 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 1,610 | 215 | 0.04% | 0.04% | 376 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| North Dakota State Investment Board | History | No change | 1,608 | 215 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlTi Global, Inc. | History | No change | 1,602 | 214 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KBC Group NV | History | No change | 1,557 | 209 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Horizon Investments, LLC | History | No change | 1,547 | 207 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 1,540 | 206 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Machina Capital S.A.S. | History | No change | 1,529 | 205 | 0.03% | 0.03% | 382 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nilsine Partners, LLC | History | No change | 1,531 | 205 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,398 | 187 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,366 | 183 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,262 | 169 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,089 | 144 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 1,025 | 137 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 1,023 | 137 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | No change | 1,006 | 134 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 938 | 125 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 931 | 124 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Graticule Asia Macro Advisors LLC | History | No change | 902 | 120 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 885 | 118 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Wyoming | History | No change | 873 | 117 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 849 | 113 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sankala Group LLC | History | No change | 796 | 102 | 0.07% | 0.07% | 397 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 741 | 99 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | No change | 706 | 95 | 0.05% | 0.05% | 399 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MATHER GROUP, LLC. | History | No change | 584 | 78 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 587 | 74 | 0.0% | 0.0% | 401 | +333 | 131.1% | Q3 2026 | Oct 08, 2026 |
| Anchor Investment Management, LLC | History | No change | 502 | 67 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 455 | 60 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Essential Partners LLC | History | No change | 425 | 57 | 0.03% | 0.03% | 404 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 408 | 51 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 351 | 47 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 345 | 46 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 334 | 44 | 0.02% | 0.02% | 408 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 299 | 40 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Silvant Capital Management LLC | History | No change | 280 | 37 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Park Place Capital Corp | History | No change | 255 | 34 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard National Trust Co | History | No change | 260 | 34 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 240 | 30 | 0.0% | 0.01% | 413 | -270 | -52.94% | Q3 2026 | Oct 01, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 215 | 30 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 217 | 29 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parkside Financial Bank & Trust | History | No change | 214 | 28 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 200 | 26 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bayforest Capital Ltd | History | No change | 182 | 24 | 0.02% | 0.02% | 418 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 180 | 24 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 172 | 23 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 170 | 22 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 165 | 22 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 169 | 22 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Purpose Unlimited Inc. | History | No change | 165 | 22 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 154 | 20 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SJS Investment Consulting Inc. | History | No change | 153 | 20 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Millstone Evans Group, LLC | History | No change | 155 | 20 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STEPH & CO | History | Reduced | 152 | 19 | 0.0% | 0.01% | 428 | -82 | -35.04% | Q3 2026 | Oct 07, 2026 |
| BESSEMER GROUP INC | History | No change | 143 | 19 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 138 | 18 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 133 | 17 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 123 | 16 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 123 | 16 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 116 | 15 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First Pacific Financial | History | No change | 116 | 15 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Alpine Bank Wealth Management | History | No change | 117 | 15 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GK Wealth Management LLC | History | New | 110 | 13 | 0.01% | — | 439 | +110 | New | Q3 2026 | Oct 09, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 104 | 13 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ascentis Independent Advisors | History | No change | 104 | 13 | 0.04% | 0.04% | 438 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| First Eagle Investment Management, LLC | History | No change | 90 | 12 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 88 | 11 | 0.0% | 0.0% | 441 | +52 | 144.44% | Q3 2026 | Oct 07, 2026 |
| Crewe Advisors LLC | History | No change | 86 | 11 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bell Investment Advisors, Inc | History | No change | 88 | 11 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 78 | 10 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 75 | 10 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bogart Wealth, LLC | History | No change | 68 | 9 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quarry LP | History | No change | 72 | 9 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westfuller Advisors, LLC | History | No change | 67 | 9 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Paladin Partners, LLC | History | No change | 77 | 9 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 68 | 8 | 0.0% | 0.0% | 453 | +55 | 423.08% | Q3 2026 | Oct 08, 2026 |
| True Wealth Design, LLC | History | Added to | 68 | 8 | 0.0% | 0.0% | 454 | +14 | 25.93% | Q3 2026 | Oct 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 62 | 8 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 63 | 8 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key FInancial Inc | History | No change | 67 | 8 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 67 | 8 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEBSTER BANK, N. A. | History | No change | 58 | 7 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Planning Group LLC | History | No change | 56 | 7 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 60 | 7 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 54 | 6 | 0.0% | 0.0% | 459 | -146 | -73.0% | Q3 2026 | Oct 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 47 | 6 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Tidemark, LLC | History | No change | 51 | 6 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Basepoint Wealth LLC | History | No change | 52 | 6 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 50 | 6 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 46 | 6 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 41 | 5 | 0.0% | — | 470 | +41 | New | Q3 2026 | Oct 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 44 | 5 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Asset Dedication, LLC | History | No change | 44 | 5 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 42 | 5 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SBI Securities Co., Ltd. | History | No change | 42 | 5 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Optiver Holding B.V. | History | No change | 43 | 5 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marquette Asset Management, LLC | History | Added to | 35 | 4 | 0.0% | — | 471 | +31 | 775.0% | Q3 2026 | Oct 09, 2026 |
| TD Capital Management LLC | History | No change | 36 | 4 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 33 | 4 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 35 | 4 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 27 | 3 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 23 | 3 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| North Star Investment Management Corp. | History | No change | 30 | 3 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IFG Advisory, LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 26 | 3 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Continuum Advisory, LLC | History | No change | 24 | 3 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 28 | 3 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PFS Partners, LLC | History | No change | 26 | 3 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 24 | 3 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 23 | 3 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bravera Wealth | History | No change | 27 | 3 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CVA Family Office, LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 20 | 2 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Creative Capital Management Investments LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 20 | 2 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bare Financial Services, Inc | History | No change | 16 | 2 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Wealth Management Group, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 10 | 1 | 0.0% | 0.0% | 494 | -90 | -90.0% | Q3 2026 | Oct 08, 2026 |
| CX Institutional | History | Reduced | 8 | 1 | 0.0% | 0.0% | 499 | -81 | -91.01% | Q3 2026 | Oct 02, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 14 | 1 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manchester Capital Management LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 12 | 1 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Investors Research Corp | History | No change | 11 | 1 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SHP Wealth Management | History | No change | 13 | 1 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cromwell Holdings LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Quent Capital, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 12 | 1 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Rialto Wealth Management, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | No change | 9 | 1 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MidFirst Bank | History | No change | 8 | 1 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BAYBAN | History | No change | 11 | 1 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Planning Strategies Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Management Professionals, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DecisionPoint Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| American Capital Advisory, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LRI Investments, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Breakwater Investment Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Whipplewood Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hughes Financial Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Navigoe, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HFM Investment Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cornerstone Financial Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |