HELIOS TECHNOLOGIES, INC. - HLIO
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 | 2,592,872 | 231,413 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,641,106 | 146,468 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 1,549,341 | 138,280 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,462,106 | 130,492 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sara-Bay Financial | History | No change | 1,146,658 | 102,339 | 27.26% | 27.26% | 5 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Conestoga Capital Advisors, LLC | History | No change | 1,084,345 | 96,777 | 2.11% | 2.11% | 6 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Invesco Ltd. | History | No change | 1,083,038 | 96,661 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 979,448 | 87,431 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 977,554 | 87,246 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 918,909 | 82,013 | 0.14% | 0.14% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 887,417 | 79,201 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 841,953 | 75,146 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 834,221 | 74,454 | 0.22% | 0.22% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 779,227 | 69,547 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 761,883 | 68,011 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 743,426 | 66,351 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 718,688 | 64,143 | 0.1% | 0.1% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACK Asset Management LLC | History | No change | 681,000 | 60,779 | 7.1% | 7.1% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WASATCH ADVISORS LP | History | No change | 660,085 | 58,912 | 0.39% | 0.39% | 19 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Nuveen, LLC | History | No change | 507,047 | 45,253 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 449,107 | 40,082 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 411,128 | 36,693 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 408,245 | 36,437 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 407,860 | 36,401 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | No change | 397,396 | 35,467 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 395,605 | 35,307 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 334,725 | 29,874 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 299,426 | 26,723 | 0.15% | 0.15% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 283,541 | 25,306 | 0.11% | 0.11% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aperture Investors, LLC | History | No change | 270,566 | 24,148 | 2.18% | 2.18% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 269,417 | 24,045 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 262,407 | 23,419 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 252,199 | 22,508 | 0.18% | 0.18% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 222,678 | 19,874 | 0.35% | 0.35% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 222,079 | 19,820 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 218,478 | 19,499 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leeward Investments, LLC - MA | History | No change | 209,025 | 18,655 | 0.85% | 0.85% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 201,486 | 17,982 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 194,681 | 17,375 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 189,332 | 16,897 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intrinsic Edge Capital Management LLC | History | No change | 180,000 | 16,065 | 1.66% | 1.66% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 167,182 | 14,920 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 165,273 | 14,750 | 0.1% | 0.1% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 151,333 | 13,506 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IAT REINSURANCE CO LTD. | History | No change | 300,000 | 13,387 | 8.04% | 8.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 145,455 | 12,981 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 141,953 | 12,669 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 138,268 | 12,340 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 137,859 | 12,303 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 126,040 | 11,249 | 0.26% | 0.26% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 125,409 | 11,192 | 0.3% | 0.3% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ceredex Value Advisors LLC | History | No change | 119,900 | 10,701 | 0.3% | 0.3% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 152,142 | 10,333 | 0.07% | 0.07% | 53 | +26,917 | 21.49% | Q3 2026 | Oct 06, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 109,843 | 9,803 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 109,729 | 9,793 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SEI INVESTMENTS CO | History | No change | 99,109 | 8,845 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 97,433 | 8,696 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 94,566 | 8,440 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 83,114 | 7,417 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 82,141 | 7,331 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 75,187 | 6,845 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trexquant Investment LP | History | No change | 72,014 | 6,427 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 66,400 | 5,926 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 64,703 | 5,774 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Qube Research & Technologies Ltd | History | No change | 64,251 | 5,734 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 60,939 | 5,438 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 60,362 | 5,387 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 56,469 | 5,039 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 55,819 | 4,981 | 0.32% | 0.32% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 52,643 | 4,698 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 52,263 | 4,665 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Telemark Asset Management, LLC | History | No change | 50,000 | 4,462 | 0.32% | 0.32% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | No change | 49,668 | 4,432 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 52,377 | 4,419 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 48,684 | 4,345 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Granite Investment Partners, LLC | History | No change | 46,736 | 4,171 | 0.21% | 0.21% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RHUMBLINE ADVISERS | History | No change | 45,397 | 4,051 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 44,734 | 3,992 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 44,392 | 3,961 | 0.15% | 0.15% | 79 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 43,017 | 3,839 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALGERT GLOBAL LLC | History | No change | 40,650 | 3,628 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | No change | 40,031 | 3,572 | 0.17% | 0.17% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 39,709 | 3,544 | 0.15% | 0.15% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 38,750 | 3,458 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 38,268 | 3,415 | 0.17% | 0.17% | 85 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 37,271 | 3,326 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 36,983 | 3,300 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 34,523 | 3,081 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | No change | 34,170 | 3,049 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 31,776 | 2,836 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 31,541 | 2,815 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 31,260 | 2,789 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 31,240 | 2,788 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 30,760 | 2,745 | 0.15% | 0.15% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 30,627 | 2,733 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 30,000 | 2,677 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 30,000 | 2,677 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 28,763 | 2,567 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 39,439 | 2,552 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 28,461 | 2,540 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 26,961 | 2,406 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 26,805 | 2,392 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 26,196 | 2,337 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 25,343 | 2,262 | 0.15% | 0.15% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 24,922 | 2,224 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 24,400 | 2,177 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 24,217 | 2,161 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREDIT AGRICOLE S A | History | No change | 24,100 | 2,150 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 22,680 | 2,024 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 22,174 | 1,979 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 20,436 | 1,823 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 20,362 | 1,817 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Atom Investors LP | History | No change | 20,091 | 1,793 | 0.16% | 0.16% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 20,083 | 1,792 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 19,592 | 1,748 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | No change | 19,363 | 1,728 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 19,133 | 1,707 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EntryPoint Capital, LLC | History | No change | 18,303 | 1,633 | 0.4% | 0.4% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 17,621 | 1,572 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 17,145 | 1,530 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 16,900 | 1,508 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 15,966 | 1,424 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jackson Creek Investment Advisors LLC | History | No change | 18,037 | 1,405 | 0.47% | 0.47% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 15,376 | 1,372 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 15,208 | 1,357 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 14,648 | 1,307 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | No change | 14,061 | 1,254 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 13,716 | 1,224 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STRS OHIO | History | No change | 13,400 | 1,195 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 13,325 | 1,189 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 13,011 | 1,161 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 12,837 | 1,145 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 12,816 | 1,143 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 12,304 | 1,098 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 11,959 | 1,067 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 10,970 | 979 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legato Capital Management LLC | History | No change | 10,910 | 973 | 0.08% | 0.08% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 10,910 | 973 | 0.16% | 0.16% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 10,687 | 953 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 10,564 | 942 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | No change | 10,343 | 923 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bridgewater Associates, LP | History | No change | 10,166 | 907 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 10,025 | 894 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 10,009 | 893 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gotham Asset Management, LLC | History | No change | 9,873 | 881 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 9,862 | 880 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,849 | 879 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 9,400 | 838 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 9,295 | 829 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 9,144 | 816 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | No change | 9,135 | 815 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 8,644 | 782 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 8,688 | 775 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 8,229 | 734 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 8,224 | 733 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avalon Trust Co | History | No change | 7,901 | 705 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Inspire Investing, LLC | History | No change | 7,618 | 679 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 7,300 | 651 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 7,285 | 650 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Edgestream Partners, L.P. | History | No change | 7,107 | 634 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aviance Capital Partners, LLC | History | No change | 7,087 | 632 | 0.07% | 0.07% | 161 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 7,048 | 629 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 6,870 | 613 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vident Advisory, LLC | History | No change | 6,684 | 596 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantedge Capital Pte Ltd | History | No change | 6,600 | 589 | 0.45% | 0.45% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 6,403 | 571 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 6,389 | 570 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 6,290 | 561 | 0.09% | 0.09% | 168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HSBC HOLDINGS PLC | History | No change | 6,251 | 555 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 6,177 | 551 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clean Yield Group | History | No change | 5,807 | 518 | 0.13% | 0.13% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 5,615 | 501 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 6,248 | 500 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 5,597 | 499 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Virtu Financial LLC | History | No change | 5,559 | 496 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 5,538 | 494 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| M&T BANK CORP | History | No change | 5,450 | 486 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pictet Asset Management Holding SA | History | No change | 5,372 | 479 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,187 | 463 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 4,968 | 443 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bridgefront Capital, LLC | History | No change | 4,893 | 436 | 0.11% | 0.11% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 4,880 | 435 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,811 | 429 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 4,649 | 412 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marex Group Ltd | History | No change | 4,500 | 401 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| R Squared Ltd | History | No change | 4,419 | 394 | 0.21% | 0.21% | 186 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ProShare Advisors LLC | History | No change | 4,373 | 390 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 3,901 | 348 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XPONANCE LLC | History | No change | 3,879 | 346 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 3,770 | 336 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,762 | 335 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Truvestments Capital LLC | History | No change | 3,750 | 334 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 3,713 | 331 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 3,621 | 323 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 3,504 | 312 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 3,450 | 307 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 3,387 | 302 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | No change | 3,304 | 294 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Jump Financial, LLC | History | No change | 3,200 | 285 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Partners | History | No change | 3,138 | 280 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | No change | 3,106 | 277 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,030 | 270 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,985 | 266 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bayforest Capital Ltd | History | No change | 2,796 | 249 | 0.23% | 0.23% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Amundi | History | No change | 2,713 | 242 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,706 | 241 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ISTHMUS PARTNERS, LLC | History | No change | 2,668 | 238 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 2,557 | 228 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,560 | 228 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | No change | 2,517 | 224 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,515 | 224 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYON CAPITAL LLC | History | No change | 2,469 | 220 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | No change | 2,325 | 207 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 2,287 | 204 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SG Americas Securities, LLC | History | No change | 2,120 | 189 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 2,000 | 179 | 0.14% | 0.14% | 216 | 0 | 0.0% | Q2 2026 | Sep 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,848 | 164 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,621 | 144 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,323 | 119 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | No change | 1,333 | 119 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BESSEMER GROUP INC | History | No change | 1,277 | 114 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,199 | 81 | 0.01% | 0.01% | 223 | +122 | 11.33% | Q3 2026 | Oct 01, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | No change | 910 | 81 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,134 | 77 | 0.0% | 0.0% | 225 | +592 | 109.23% | Q3 2026 | Oct 08, 2026 |
| Quantbot Technologies LP | History | No change | 866 | 77 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 742 | 66 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 700 | 62 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 635 | 56 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 565 | 50 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 486 | 43 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 480 | 42 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Allworth Financial LP | History | No change | 450 | 40 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 418 | 37 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 415 | 37 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 393 | 35 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 380 | 33 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 325 | 29 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 327 | 29 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Nykredit A/S | History | No change | 331 | 29 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 321 | 28 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GAMMA Investing LLC | History | Added to | 334 | 22 | 0.0% | 0.0% | 242 | +50 | 17.61% | Q3 2026 | Oct 08, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 250 | 22 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 216 | 19 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 218 | 19 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 207 | 18 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 194 | 17 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 183 | 16 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 171 | 15 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 160 | 13 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 150 | 13 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 150 | 12 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 126 | 11 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Accent Capital Management, LLC | History | No change | 132 | 11 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 123 | 10 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 100 | 9 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SBI Securities Co., Ltd. | History | No change | 100 | 8 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 88 | 7 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 78 | 6 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 68 | 6 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 58 | 5 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Larson Financial Group LLC | History | No change | 48 | 4 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 53 | 4 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 54 | 3 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Fortitude Family Office, LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bare Financial Services, Inc | History | No change | 36 | 3 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MATHER GROUP, LLC. | History | No change | 25 | 2 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quarry LP | History | No change | 33 | 2 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 17 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bell Investment Advisors, Inc | History | No change | 17 | 1 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 13 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | No change | 8 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quent Capital, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Private Wealth Management Group, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WPG Advisers, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Legacy Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,086 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2026 | Oct 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPL Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |