HARMONIC INC. - HLIT
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 | 18,004,412 | 294,012 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 5,389,426 | 88,009 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 5,147,739 | 84,062 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 4,793,472 | 78,279 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,770,651 | 77,904 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 3,291,847 | 53,755 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 3,215,450 | 52,508 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,853,280 | 46,602 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 2,139,718 | 34,941 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,964,170 | 31,301 | 0.01% | 0.01% | 10 | +45,353 | 1.55% | Q3 2026 | Nov 04, 2026 |
| Trigran Investments, Inc. | History | No change | 1,897,838 | 30,991 | 5.68% | 5.68% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,881,400 | 30,723 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,733,447 | 28,307 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,724,427 | 28,159 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Eagle Investment Management, LLC | History | No change | 1,446,133 | 23,615 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,186,522 | 19,375 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 1,143,896 | 18,679 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 1,100,266 | 17,967 | 0.36% | 0.36% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,051,381 | 17,169 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 1,569,991 | 16,579 | 0.84% | 1.24% | 20 | -95,076 | -5.71% | Q3 2026 | Oct 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 843,479 | 13,774 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silverberg Bernstein Capital Management LLC | History | Reduced | 1,243,867 | 13,135 | 6.21% | 8.19% | 22 | -65,390 | -4.99% | Q3 2026 | Oct 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 819,321 | 12,987 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 776,474 | 12,679 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 754,012 | 12,313 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 735,900 | 12,017 | 0.27% | 0.27% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 710,388 | 11,600 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | No change | 700,000 | 11,431 | 0.34% | 0.34% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 642,394 | 10,490 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 622,662 | 10,168 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | No change | 573,131 | 9,359 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 570,750 | 9,320 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 552,117 | 9,016 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERBACK ASSET MANAGEMENT LLC | History | No change | 525,000 | 8,573 | 0.93% | 0.93% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 517,824 | 8,456 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 517,367 | 8,448 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOPIA CAPITAL MANAGEMENT LP | History | No change | 489,806 | 7,998 | 7.16% | 7.16% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 486,632 | 7,946 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FMR LLC | History | No change | 479,851 | 7,835 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Impax Asset Management Group plc | History | No change | 475,000 | 7,756 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 632,960 | 6,684 | 0.0% | 0.0% | 41 | -10,593 | -1.65% | Q3 2026 | Nov 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 359,779 | 5,875 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 344,782 | 5,630 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 528,172 | 5,577 | 0.0% | 0.01% | 44 | -170,369 | -24.39% | Q3 2026 | Nov 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 320,124 | 5,227 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 304,286 | 4,968 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 277,125 | 4,525 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | No change | 267,000 | 4,357 | 0.59% | 0.59% | 48 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 266,192 | 4,346 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 265,533 | 4,336 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allianz Asset Management GmbH | History | No change | 250,466 | 4,090 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 386,415 | 4,080 | 0.09% | 0.03% | 52 | +288,301 | 293.84% | Q3 2026 | Oct 16, 2026 |
| Legal & General Group Plc | History | No change | 244,427 | 3,991 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 244,226 | 3,988 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 237,530 | 3,878 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 223,260 | 3,645 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 217,192 | 3,546 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 210,215 | 3,432 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 207,731 | 3,392 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 206,520 | 3,353 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 166,172 | 2,713 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 154,697 | 2,526 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GABELLI FUNDS LLC | History | No change | 145,000 | 2,367 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lisanti Capital Growth, LLC | History | No change | 142,485 | 2,326 | 0.51% | 0.51% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 142,350 | 2,319 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jump Financial, LLC | History | No change | 130,228 | 2,126 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 127,260 | 2,078 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 126,586 | 2,067 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 195,032 | 2,060 | 0.14% | 0.26% | 69 | -53,365 | -21.48% | Q3 2026 | Nov 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 122,982 | 2,008 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 218,119 | 1,958 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 118,587 | 1,936 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 113,048 | 1,846 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 112,792 | 1,841 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 105,708 | 1,726 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | No change | 105,537 | 1,723 | 0.14% | 0.14% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantbot Technologies LP | History | No change | 104,447 | 1,705 | 0.07% | 0.07% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 104,100 | 1,700 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | No change | 103,044 | 1,682 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 101,189 | 1,650 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | No change | 100,028 | 1,633 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LMR Partners LLP | History | No change | 99,009 | 1,616 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Toronado Partners, LLC | History | No change | 97,755 | 1,596 | 4.49% | 4.49% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 94,328 | 1,540 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 89,368 | 1,459 | 0.19% | 0.19% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 88,354 | 1,442 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 134,392 | 1,419 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| FirstWave Capital Management LLC | History | No change | 84,874 | 1,385 | 0.61% | 0.61% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 83,651 | 1,359 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 80,775 | 1,318 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 120,289 | 1,270 | 0.0% | 0.0% | 91 | +78,300 | 186.48% | Q3 2026 | Oct 20, 2026 |
| Engineers Gate Manager LP | History | No change | 76,479 | 1,248 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 73,235 | 1,195 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 71,870 | 1,173 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 70,775 | 1,155 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 104,900 | 1,107 | 0.01% | 0.01% | 96 | -6,400 | -5.75% | Q3 2026 | Oct 28, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 65,927 | 1,076 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 64,831 | 1,058 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Achmea Investment Management B.V. | History | New | 97,118 | 1,026 | 0.01% | — | 99 | +97,118 | New | Q3 2026 | Oct 30, 2026 |
| BARCLAYS PLC | History | No change | 62,441 | 1,019 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 61,437 | 1,003 | 0.24% | 0.24% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 60,845 | 993 | 0.16% | 0.16% | 102 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 58,893 | 961 | 0.16% | 0.16% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 56,466 | 922 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 52,972 | 865 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 52,372 | 855 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 52,170 | 851 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | No change | 51,543 | 842 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 51,132 | 834 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | No change | 46,315 | 756 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 45,621 | 744 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 45,054 | 735 | 0.1% | 0.1% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 69,342 | 732 | 0.0% | 0.0% | 113 | -1,904 | -2.67% | Q3 2026 | Nov 05, 2026 |
| Jupiter Topco LLC | History | No change | 44,438 | 725 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 44,356 | 724 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Reduced | 67,332 | 711 | 0.0% | 0.0% | 116 | -39,472 | -36.96% | Q3 2026 | Nov 04, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 43,287 | 706 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 62,858 | 663 | 0.0% | 0.0% | 118 | -33,387 | -34.69% | Q3 2026 | Nov 05, 2026 |
| Aristides Capital LLC | History | No change | 40,000 | 653 | 0.13% | 0.13% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 39,414 | 643 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | Added to | 59,944 | 633 | 0.03% | 0.03% | 121 | +18,418 | 44.35% | Q3 2026 | Oct 22, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 37,677 | 615 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | No change | 37,699 | 615 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Michael J. Porro & Co. Financial Advisors, Inc. | History | Reduced | 56,908 | 600 | 0.36% | 0.53% | 124 | -571 | -0.99% | Q3 2026 | Oct 15, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 56,518 | 596 | 0.01% | 0.01% | 125 | -10,005 | -15.04% | Q3 2026 | Nov 05, 2026 |
| Summit Global Investments | History | No change | 56,003 | 591 | 0.03% | 0.05% | 126 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 34,929 | 570 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 50,290 | 556 | 0.0% | 0.0% | 128 | +2,176 | 4.52% | Q3 2026 | Oct 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 32,797 | 535 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 32,430 | 529 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Edgestream Partners, L.P. | History | No change | 31,953 | 521 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 31,439 | 513 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 31,123 | 508 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 30,842 | 503 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 30,367 | 495 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 30,093 | 491 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 46,400 | 489 | 0.01% | 0.01% | 137 | -1,100 | -2.32% | Q3 2026 | Oct 20, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 44,605 | 475 | 0.0% | — | 138 | +44,605 | New | Q3 2026 | Oct 27, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 28,244 | 461 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 28,007 | 457 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 27,378 | 447 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 27,333 | 446 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 26,414 | 431 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 26,008 | 424 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 39,463 | 416 | 0.0% | 0.01% | 145 | -14,619 | -27.03% | Q3 2026 | Oct 15, 2026 |
| AXQ CAPITAL, LP | History | No change | 24,919 | 406 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | No change | 24,380 | 398 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 24,400 | 398 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | No change | 22,500 | 367 | 0.1% | 0.1% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 33,288 | 351 | 0.0% | 0.0% | 151 | -576 | -1.7% | Q3 2026 | Nov 05, 2026 |
| Magnetar Financial LLC | History | No change | 21,499 | 351 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 32,081 | 338 | 0.0% | 0.0% | 152 | +5,076 | 18.8% | Q3 2026 | Nov 02, 2026 |
| Arizona State Retirement System | History | Added to | 29,035 | 306 | 0.0% | 0.0% | 153 | +137 | 0.47% | Q3 2026 | Nov 03, 2026 |
| AMALGAMATED BANK | History | Reduced | 28,317 | 299 | 0.0% | 0.0% | 154 | -896 | -3.07% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 27,645 | 291 | 0.0% | 0.01% | 155 | -1,450 | -4.98% | Q3 2026 | Oct 22, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 16,922 | 276 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 16,852 | 275 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 16,829 | 274 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Entropy Technologies, LP | History | No change | 16,658 | 272 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 25,687 | 271 | 0.0% | 0.0% | 160 | -41 | -0.16% | Q3 2026 | Nov 03, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 16,060 | 262 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 24,757 | 261 | 0.03% | 0.09% | 162 | -14,653 | -37.18% | Q3 2026 | Oct 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 24,469 | 258 | 0.0% | 0.0% | 163 | -200 | -0.81% | Q3 2026 | Oct 29, 2026 |
| Maryland State Retirement & Pension System | History | No change | 15,776 | 257 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 15,718 | 256 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 15,555 | 254 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ledgewood Wealth Advisors, LLC | History | No change | 23,950 | 252 | 0.14% | 0.21% | 167 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| ALGERT GLOBAL LLC | History | No change | 14,900 | 243 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 14,593 | 238 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 21,907 | 231 | 0.0% | 0.0% | 170 | -1,126 | -4.89% | Q3 2026 | Nov 05, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 21,238 | 224 | 0.01% | 0.01% | 171 | +4,438 | 26.42% | Q3 2026 | Oct 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 20,003 | 211 | 0.0% | 0.0% | 172 | -129,253 | -86.6% | Q3 2026 | Nov 02, 2026 |
| CONNORS INVESTOR SERVICES INC | History | No change | 11,788 | 192 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 11,701 | 191 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 11,675 | 190 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 11,444 | 186 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIH Partners, LLLP | History | No change | 11,090 | 181 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 10,642 | 173 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 10,553 | 172 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Semanteon Capital Management, LP | History | No change | 10,192 | 166 | 0.75% | 0.75% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,078 | 164 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 14,983 | 158 | 0.0% | 0.0% | 182 | -823 | -5.21% | Q3 2026 | Oct 28, 2026 |
| State of Wyoming | History | Reduced | 14,338 | 151 | 0.01% | 0.03% | 183 | -3,640 | -20.25% | Q3 2026 | Oct 28, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 8,854 | 144 | 0.05% | 0.05% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 13,219 | 140 | 0.0% | 0.0% | 185 | -18,758 | -58.66% | Q3 2026 | Nov 02, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 13,125 | 138 | 0.0% | 0.0% | 186 | -2,957 | -18.39% | Q3 2026 | Nov 03, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 8,230 | 134 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 12,441 | 131 | 0.0% | 0.0% | 188 | +14 | 0.11% | Q3 2026 | Oct 23, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 11,786 | 124 | 0.0% | 0.01% | 189 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| 71 West Capital Partners | History | No change | 11,570 | 122 | 0.0% | 0.01% | 190 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,899 | 113 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Reduced | 10,453 | 110 | 0.0% | 0.0% | 192 | -189 | -1.78% | Q3 2026 | Nov 03, 2026 |
| CIBC Asset Management Inc | History | Reduced | 10,155 | 107 | 0.0% | 0.0% | 193 | -170 | -1.65% | Q3 2026 | Nov 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,442 | 105 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 6,406 | 104 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFG Wealth Management Services, Inc. | History | New | 8,750 | 93 | 0.09% | — | 197 | +8,750 | New | Q3 2026 | Oct 21, 2026 |
| GROUP ONE TRADING LLC | History | No change | 5,740 | 93 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 8,140 | 85 | 0.0% | 0.0% | 198 | +2,839 | 53.56% | Q3 2026 | Oct 20, 2026 |
| Larson Financial Group LLC | History | Reduced | 7,000 | 73 | 0.0% | 0.01% | 199 | -8,100 | -53.64% | Q3 2026 | Nov 05, 2026 |
| Arax Advisory Partners | History | No change | 4,269 | 69 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,311 | 54 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,007 | 49 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,600 | 42 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 3,695 | 39 | 0.0% | 0.0% | 204 | +3,305 | 847.44% | Q3 2026 | Oct 22, 2026 |
| BESSEMER GROUP INC | History | No change | 2,282 | 37 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nykredit A/S | History | No change | 2,227 | 36 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,134 | 34 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leonteq Securities AG | History | No change | 3,000 | 31 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,884 | 30 | 0.0% | 0.0% | 209 | +68 | 2.41% | Q3 2026 | Oct 27, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 2,531 | 26 | 0.0% | — | 210 | +2,531 | New | Q3 2026 | Oct 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,538 | 25 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,445 | 23 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,026 | 21 | 0.0% | 0.0% | 213 | +617 | 43.79% | Q3 2026 | Oct 21, 2026 |
| GAMMA Investing LLC | History | Added to | 1,653 | 17 | 0.0% | 0.0% | 215 | +615 | 59.25% | Q3 2026 | Oct 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,029 | 17 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 872 | 14 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 1,152 | 12 | 0.0% | — | 219 | +1,152 | New | Q3 2026 | Oct 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 859 | 12 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,202 | 12 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 675 | 11 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| UMB Bank, n.a. | History | No change | 562 | 9 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 502 | 8 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 769 | 8 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 754 | 7 | 0.0% | 0.0% | 224 | +341 | 82.57% | Q3 2026 | Nov 04, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 654 | 6 | 0.0% | — | 227 | +654 | New | Q3 2026 | Nov 05, 2026 |
| Covestor Ltd | History | Reduced | 630 | 6 | 0.0% | 0.01% | 226 | -8 | -1.25% | Q3 2026 | Oct 30, 2026 |
| Salomon & Ludwin, LLC | History | No change | 631 | 6 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 390 | 4 | 0.0% | 0.0% | 230 | -207 | -34.67% | Q3 2026 | Oct 08, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 264 | 4 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 437 | 4 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Essential Partners LLC | History | No change | 468 | 4 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 224 | 3 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | No change | 239 | 3 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 301 | 3 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Arlington Trust Co LLC | History | No change | 300 | 3 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Root Financial Partners, LLC | History | New | 203 | 2 | 0.0% | — | 239 | +203 | New | Q3 2026 | Oct 21, 2026 |
| FIRST HORIZON CORP | History | No change | 260 | 2 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SHP Wealth Management | History | No change | 128 | 2 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPL Wealth Management, LLC | History | No change | 130 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Private Wealth Management, LLC | History | New | 97 | 1 | 0.0% | — | 245 | +97 | New | Q3 2026 | Oct 19, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 122 | 1 | 0.0% | 0.0% | 240 | +46 | 60.53% | Q3 2026 | Oct 22, 2026 |
| Parkside Financial Bank & Trust | History | No change | 132 | 1 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 121 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WPG Advisers, LLC | History | No change | 162 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 88 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,680 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -16,788 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.25% | — | -16,733 | -100.0% | Q3 2026 | Nov 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,755 | -100.0% | Q3 2026 | Oct 30, 2026 |
| KBC Group NV | History | Closed out | 0 | 0 | — | 0.0% | — | -5,102 | -100.0% | Q3 2026 | Oct 22, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -4,500 | -100.0% | Q3 2026 | Oct 30, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -2,705 | -100.0% | Q3 2026 | Oct 26, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 8 | 0 | — | 0.0% | — | -213 | -96.38% | Q3 2026 | Oct 26, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Valued Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -54 | -100.0% | Q3 2026 | Nov 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 31 | 0 | — | — | — | +31 | New | Q3 2026 | Oct 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | New | 24 | 0 | — | — | — | +24 | New | Q3 2026 | Oct 21, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q3 2026 | Oct 15, 2026 |
| Versant Capital Management, Inc | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Oct 01, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 27 | 0 | — | — | — | +15 | 125.0% | Q3 2026 | Nov 03, 2026 |
| Davis Capital Management | History | Added to | 14 | 0 | — | — | — | +8 | 133.33% | Q3 2026 | Oct 08, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 33 | 0 | — | — | — | +6 | 22.22% | Q3 2026 | Oct 20, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 29 | 0 | — | — | — | -3 | -9.38% | Q3 2026 | Oct 09, 2026 |
| James T. Borello RIA | History | Reduced | 7 | 0 | — | — | — | -2 | -22.22% | Q3 2026 | Oct 16, 2026 |
| US BANCORP \DE\ | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Friedenthal Financial | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Evolution Advisers, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Abound Wealth Management | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Ankerstar Wealth, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |