Haleon plc - HLN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DODGE & COX | History | No change | 149,934,507 | 1,398,888 | 0.73% | 0.73% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 120,991,250 | 1,128,848 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearbridge Investments, LLC | History | No change | 32,342,126 | 301,752 | 0.25% | 0.25% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 19,461,762 | 181,578 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARRIS ASSOCIATES L P | History | No change | 16,833,252 | 157,054 | 0.21% | 0.21% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARDING LOEVNER LP | History | No change | 15,414,796 | 147,817 | 1.39% | 1.39% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 15,332,859 | 143,055 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 14,181,817 | 132,316 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aristotle Capital Management, LLC | History | No change | 19,005,740 | 121,141 | 0.25% | 0.25% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 10,850,097 | 101,231 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 10,824,395 | 100,991 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | No change | 9,264,255 | 86,435 | 0.1% | 0.1% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 7,278,875 | 67,911 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 7,175,000 | 66,942 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7,116,095 | 65,752 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Douglas Lane & Associates, LLC | History | No change | 6,692,390 | 62,439 | 0.85% | 0.85% | 16 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 6,652,349 | 62,066 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,276,154 | 58,555 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 5,394,442 | 50,330 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 4,924,330 | 45,944 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 4,783,989 | 44,634 | 0.19% | 0.19% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 4,481,615 | 41,842 | 0.11% | 0.11% | 22 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Eagle Investment Management, LLC | History | No change | 4,224,856 | 39,417 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | No change | 3,977,539 | 37,110 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,965,011 | 36,993 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 3,856,063 | 35,986 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 3,669,116 | 34,232 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,385,489 | 31,587 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 3,273,583 | 30,542 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 3,272,543 | 30,532 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 3,095,451 | 28,880 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 2,623,246 | 24,474 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,604,559 | 24,300 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,525,293 | 23,560 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 2,124,667 | 19,823 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | No change | 2,036,156 | 18,997 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Goodman Financial Corp | History | No change | 1,803,127 | 16,823 | 2.6% | 2.6% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Night Squared LP | History | No change | 1,726,555 | 16,108 | 1.73% | 1.73% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLARK ESTATES INC/NY | History | No change | 1,700,000 | 15,861 | 3.66% | 3.66% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,674,632 | 15,624 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,562,134 | 14,574 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 1,507,538 | 14,065 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 1,486,022 | 13,864 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,295,541 | 12,087 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,254,616 | 11,706 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 1,225,674 | 11,435 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 1,151,189 | 10,740 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABC ARBITRAGE SA | History | No change | 1,109,295 | 10,349 | 1.12% | 1.12% | 48 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,108,033 | 10,337 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 1,101,870 | 10,280 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 1,054,437 | 9,837 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,050,907 | 9,800 | 0.79% | 0.79% | 52 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 992,921 | 9,263 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 957,121 | 8,929 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 932,186 | 8,697 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 908,864 | 8,479 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 852,184 | 7,951 | 0.11% | 0.11% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 773,503 | 7,216 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mariner, LLC | History | No change | 771,516 | 7,198 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 762,877 | 7,117 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 757,480 | 7,067 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 749,194 | 6,989 | 0.09% | 0.09% | 62 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Callan Family Office, LLC | History | No change | 705,978 | 6,586 | 0.13% | 0.13% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 702,611 | 6,555 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 682,281 | 6,365 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 677,951 | 6,325 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Darwins River Capital, LP | History | No change | 676,329 | 6,310 | 3.46% | 3.46% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 663,207 | 6,187 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 650,820 | 6,072 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELCH & FORBES LLC | History | No change | 643,501 | 6,003 | 0.07% | 0.07% | 70 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Creative Planning | History | No change | 567,208 | 5,292 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 512,009 | 4,777 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quadrature Capital Ltd | History | No change | 509,864 | 4,757 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 504,080 | 4,703 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SCHARF INVESTMENTS, LLC | History | No change | 485,251 | 4,527 | 0.15% | 0.15% | 75 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 478,177 | 4,461 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 463,150 | 4,321 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 443,519 | 4,138 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 443,467 | 4,137 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 423,205 | 3,948 | 0.19% | 0.19% | 80 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BARCLAYS PLC | History | No change | 412,788 | 3,851 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Third View Private Wealth, LLC | History | No change | 412,429 | 3,847 | 0.47% | 0.47% | 82 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savant Capital, LLC | History | No change | 391,297 | 3,767 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bridgewater Associates, LP | History | No change | 403,127 | 3,761 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 390,259 | 3,641 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 383,552 | 3,578 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 363,872 | 3,394 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 342,734 | 3,197 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 340,028 | 3,172 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAM Holding AG | History | No change | 330,494 | 3,083 | 0.24% | 0.24% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 329,891 | 3,077 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 314,017 | 2,929 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LGT Group Foundation | History | No change | 307,275 | 2,866 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 300,561 | 2,804 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 280,008 | 2,612 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 275,444 | 2,569 | 0.13% | 0.13% | 96 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Horizon Investments, LLC | History | No change | 274,831 | 2,564 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 268,302 | 2,503 | 0.08% | 0.08% | 98 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 263,202 | 2,455 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 259,261 | 2,418 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | No change | 245,427 | 2,289 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DAVENPORT & Co LLC | History | No change | 244,030 | 2,276 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cetera Investment Advisers | History | No change | 241,966 | 2,257 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 235,375 | 2,196 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 221,287 | 2,064 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 217,576 | 2,029 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 215,694 | 2,012 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 214,267 | 1,999 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vident Advisory, LLC | History | No change | 214,226 | 1,998 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 208,336 | 1,943 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 200,344 | 1,869 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1832 Asset Management L.P. | History | No change | 197,025 | 1,838 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 196,537 | 1,833 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 195,825 | 1,827 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 192,126 | 1,792 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Altshuler Shaham Ltd | History | No change | 187,252 | 1,747 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | No change | 184,502 | 1,721 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 2Xideas AG | History | No change | 370,389 | 1,708 | 0.74% | 0.74% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILFORD FUNDS LTD | History | No change | 180,000 | 1,679 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atria Investments, Inc | History | No change | 178,931 | 1,669 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pathstone Holdings, LLC | History | No change | 178,766 | 1,667 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 176,742 | 1,648 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 174,951 | 1,632 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 167,556 | 1,563 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 150,877 | 1,407 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 148,878 | 1,389 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Euro Pacific Asset Management, LLC | History | No change | 86,513 | 1,340 | 0.15% | 0.15% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 142,972 | 1,334 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 139,388 | 1,300 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 138,185 | 1,289 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 133,508 | 1,245 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | No change | 133,227 | 1,243 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Squarepoint Ops LLC | History | No change | 127,143 | 1,186 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 126,415 | 1,179 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Havemeyer Place LP | History | No change | 124,409 | 1,160 | 0.11% | 0.11% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 122,399 | 1,142 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 119,876 | 1,118 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 111,923 | 1,044 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 111,972 | 1,044 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ethic Inc. | History | No change | 109,770 | 1,024 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 105,546 | 984 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 101,892 | 950 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STEPHENS INC /AR/ | History | No change | 101,287 | 945 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| American Assets Investment Management, LLC | History | No change | 100,000 | 933 | 0.06% | 0.06% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | No change | 98,875 | 922 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Archford Capital Strategies, LLC | History | No change | 98,570 | 919 | 0.09% | 0.09% | 146 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 98,433 | 918 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 95,033 | 886 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 94,892 | 885 | 0.29% | 0.29% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 89,579 | 835 | 0.18% | 0.18% | 150 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 84,203 | 821 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MARSHALL WACE, LLP | History | No change | 86,582 | 807 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | No change | 86,415 | 806 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XTX Topco Ltd | History | No change | 84,547 | 788 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 84,393 | 787 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 83,938 | 783 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 83,638 | 780 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 81,966 | 762 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cohen Klingenstein LLC | History | No change | 81,613 | 761 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arkadios Wealth Advisors | History | No change | 79,806 | 744 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN ADVISORY INC | History | No change | 79,244 | 739 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 78,921 | 736 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| M&T BANK CORP | History | No change | 78,524 | 732 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 78,495 | 732 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ascent Group, LLC | History | No change | 76,122 | 710 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | No change | 75,364 | 703 | 0.15% | 0.15% | 166 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IEQ CAPITAL, LLC | History | No change | 72,543 | 676 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 72,402 | 675 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tweedy, Browne Co LLC | History | No change | 72,035 | 672 | 0.05% | 0.05% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Naviter Wealth, LLC | History | No change | 72,071 | 672 | 0.06% | 0.06% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Future Fund LLC | History | No change | 70,144 | 654 | 0.19% | 0.19% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EntryPoint Capital, LLC | History | No change | 69,665 | 649 | 0.16% | 0.16% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | No change | 68,903 | 642 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Legacy Wealth Asset Management, LLC | History | No change | 67,871 | 633 | 0.14% | 0.14% | 174 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| One Wealth Advisors, LLC | History | No change | 66,077 | 616 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SYON CAPITAL LLC | History | No change | 65,427 | 610 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 59,667 | 597 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 63,613 | 593 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Argent Trust Co | History | No change | 63,215 | 589 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 62,815 | 586 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 61,251 | 571 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY TRUST CO | History | No change | 60,765 | 566 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Asset Management Inc | History | No change | 60,500 | 564 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 60,240 | 562 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| &PARTNERS | History | No change | 59,800 | 557 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 59,656 | 556 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 58,722 | 547 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KAHN BROTHERS GROUP INC | History | No change | 58,341 | 544 | 0.09% | 0.09% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 56,182 | 520 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Graham Capital Management, L.P. | History | No change | 55,057 | 513 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 54,977 | 512 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SUMMITRY LLC | History | No change | 54,132 | 505 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Trust Point Inc. | History | No change | 53,903 | 502 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Blueshift Asset Management, LLC | History | No change | 53,842 | 502 | 0.12% | 0.12% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 53,589 | 499 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WINTON GROUP Ltd | History | No change | 53,000 | 494 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 52,974 | 494 | 0.13% | 0.13% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NorthRock Partners, LLC | History | No change | 52,244 | 487 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | No change | 51,017 | 475 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cardinal Capital Management | History | No change | 50,939 | 475 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| R Squared Ltd | History | No change | 50,307 | 469 | 0.25% | 0.25% | 201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 47,788 | 464 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | No change | 49,171 | 458 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keystone Financial Planning, Inc. | History | No change | 49,145 | 458 | 0.12% | 0.12% | 204 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 48,903 | 456 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 48,486 | 452 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Caprock Group, LLC | History | No change | 48,140 | 449 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthTrust Axiom LLC | History | No change | 46,927 | 437 | 0.1% | 0.1% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Trail Advisors, LLC | History | No change | 46,539 | 434 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 46,428 | 433 | 0.12% | 0.12% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 45,768 | 427 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 44,137 | 411 | 0.08% | 0.08% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 42,940 | 400 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 42,567 | 397 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 41,800 | 390 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 40,722 | 380 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 40,539 | 378 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 39,604 | 369 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspen Grove Capital, LLC | History | No change | 39,180 | 365 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 38,967 | 363 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 38,857 | 362 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Preferred, LLC | History | No change | 36,961 | 362 | 0.06% | 0.06% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 38,699 | 361 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 38,318 | 357 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 37,625 | 351 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 37,192 | 347 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | No change | 36,442 | 340 | 0.05% | 0.05% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meadowbrook Advisors Group, LLC | History | No change | 36,003 | 335 | 0.18% | 0.18% | 228 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | No change | 34,810 | 324 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Advisory Services Network, LLC | History | No change | 34,165 | 318 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 33,899 | 316 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Ballentine Partners, LLC | History | No change | 33,797 | 315 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 33,747 | 314 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Martin Investment Management, LLC | History | No change | 33,170 | 309 | 0.1% | 0.1% | 234 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rehmann Capital Advisory Group | History | No change | 33,176 | 309 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 32,803 | 306 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 32,099 | 299 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 31,866 | 297 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | No change | 31,409 | 293 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 31,334 | 292 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversified Trust Co | History | No change | 30,794 | 287 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arlington Partners LLC | History | No change | 29,826 | 278 | 0.5% | 0.5% | 242 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Private Advisor Group, LLC | History | No change | 29,818 | 278 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KINTRA WEALTH, LLC | History | No change | 28,145 | 275 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 29,413 | 274 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | No change | 29,452 | 274 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | No change | 29,230 | 272 | 0.14% | 0.14% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lafayette Investments, Inc. | History | No change | 28,804 | 268 | 0.05% | 0.05% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 28,683 | 267 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 28,551 | 266 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 28,414 | 265 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 28,464 | 265 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnetar Financial LLC | History | No change | 28,201 | 263 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 28,009 | 261 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 27,933 | 260 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 27,398 | 255 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Seed Wealth Management, Inc. | History | No change | 26,580 | 247 | 0.16% | 0.16% | 257 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MN Wealth Advisors, LLC | History | No change | 26,274 | 245 | 0.1% | 0.1% | 258 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PDS Planning, Inc | History | No change | 26,196 | 244 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 25,690 | 239 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 25,321 | 236 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 24,972 | 232 | 0.04% | 0.04% | 262 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BRIGHTON JONES LLC | History | No change | 24,732 | 230 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 25,481 | 229 | 0.02% | 0.01% | 266 | +8,513 | 50.17% | Q3 2026 | Oct 01, 2026 |
| EP Wealth Advisors, LLC | History | No change | 24,572 | 229 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 24,576 | 229 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Haverford Trust Co | History | No change | 24,485 | 228 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 24,474 | 228 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 24,376 | 227 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | No change | 24,395 | 227 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INGALLS & SNYDER LLC | History | No change | 23,961 | 224 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 23,801 | 222 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 22,312 | 221 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 22,312 | 221 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 22,545 | 210 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | No change | 22,355 | 210 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 22,327 | 208 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Heritage Family Offices, LLP | History | No change | 22,348 | 208 | 0.08% | 0.08% | 278 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 22,348 | 208 | 0.08% | 0.08% | 279 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Independent Advisor Alliance | History | No change | 22,091 | 206 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 22,115 | 206 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 21,945 | 205 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 21,877 | 204 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | No change | 21,314 | 198 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fielder Capital Group LLC | History | No change | 21,277 | 198 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larry Mathis Financial Planning, LLC | History | No change | 21,184 | 197 | 0.15% | 0.15% | 286 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIRST HORIZON CORP | History | No change | 20,921 | 195 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 20,910 | 195 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BAILARD, INC. | History | No change | 20,979 | 195 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Keystone Financial Group | History | No change | 20,690 | 193 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ariston Services Group | History | No change | 20,721 | 193 | 0.11% | 0.11% | 291 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 20,563 | 191 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| REXFORD CAPITAL INC | History | No change | 20,524 | 191 | 0.12% | 0.12% | 293 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 20,447 | 190 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 20,330 | 189 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 20,339 | 189 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMERCE BANK | History | No change | 20,213 | 188 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| South Shore Capital Advisors | History | No change | 20,157 | 188 | 0.13% | 0.13% | 298 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Frec Markets, Inc. | History | No change | 20,035 | 186 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 19,935 | 185 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 19,789 | 184 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| New Republic Capital, LLC | History | No change | 19,296 | 180 | 0.04% | 0.04% | 302 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aviso Financial Inc. | History | No change | 18,985 | 177 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| May Hill Capital, LLC | History | No change | 18,772 | 175 | 0.04% | 0.04% | 304 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 18,708 | 174 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 18,611 | 173 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 18,641 | 173 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 18,560 | 173 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| West Family Investments, Inc. | History | No change | 18,226 | 170 | 0.05% | 0.05% | 309 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MQS Management LLC | History | No change | 18,222 | 170 | 0.21% | 0.21% | 310 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Triad Wealth Partners, LLC | History | No change | 17,425 | 170 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | No change | 17,835 | 166 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 17,698 | 165 | 0.02% | 0.02% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 17,603 | 164 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 17,592 | 164 | 0.02% | 0.02% | 315 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 17,477 | 163 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 17,170 | 160 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Kathmere Capital Management, LLC | History | No change | 17,050 | 159 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Yoffe Investment Management, LLC | History | No change | 17,073 | 159 | 0.18% | 0.18% | 319 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Beacon Financial Strategies CORP | History | No change | 19,888 | 159 | 0.08% | 0.08% | 320 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Keel Point, LLC | History | No change | 16,985 | 158 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 16,900 | 157 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 16,668 | 155 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 16,434 | 153 | 0.02% | 0.02% | 324 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 16,496 | 153 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 16,380 | 152 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 16,242 | 151 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 16,194 | 151 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaCore Capital LLC | History | No change | 16,025 | 149 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Portside Wealth Group, LLC | History | No change | 16,047 | 149 | 0.02% | 0.02% | 330 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Choate Investment Advisors | History | No change | 15,821 | 147 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hilltop National Bank | History | No change | 15,672 | 146 | 0.03% | 0.03% | 332 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 15,598 | 145 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 15,549 | 145 | 0.02% | 0.02% | 334 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SEEDS INVESTOR LLC | History | No change | 15,583 | 145 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 15,339 | 143 | 0.03% | 0.03% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 15,132 | 141 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allen Capital Group, LLC | History | No change | 14,712 | 137 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 14,725 | 137 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 14,615 | 136 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | No change | 14,560 | 135 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 14,537 | 135 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WRAPMANAGER INC | History | No change | 14,273 | 133 | 0.04% | 0.04% | 343 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VestGen Advisors, LLC | History | No change | 14,298 | 133 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 14,194 | 132 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Altar Rock LLC | History | No change | 14,175 | 132 | 0.19% | 0.19% | 346 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Pure Financial Advisors, LLC | History | No change | 14,133 | 131 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EWA, LLC | History | No change | 14,110 | 131 | 0.02% | 0.02% | 348 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Greenspring Advisors, LLC | History | No change | 14,121 | 131 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GTS SECURITIES LLC | History | No change | 13,807 | 128 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 13,513 | 126 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 13,520 | 126 | 0.02% | 0.02% | 352 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 13,415 | 125 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Abel Hall, LLC | History | No change | 13,405 | 125 | 0.02% | 0.02% | 354 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| 71 West Capital Partners | History | No change | 13,380 | 124 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 13,071 | 122 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GABELLI FUNDS LLC | History | No change | 13,000 | 121 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ballew Advisors, Inc | History | No change | 12,413 | 121 | 0.06% | 0.06% | 358 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| UMB Bank, n.a. | History | No change | 12,835 | 119 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 12,823 | 119 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 12,903 | 117 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 12,434 | 116 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IHT Wealth Management, LLC | History | No change | 12,495 | 116 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospect Financial Group LLC | History | No change | 12,479 | 116 | 0.09% | 0.09% | 364 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 12,379 | 115 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 12,259 | 114 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 12,302 | 114 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Calydon Capital | History | No change | 12,140 | 113 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keebeck Wealth Management | History | No change | 12,089 | 112 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 12,000 | 111 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 11,904 | 111 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wallace Capital Management Inc. | History | No change | 11,836 | 110 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PCM Encore, LLC | History | No change | 11,883 | 110 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 11,732 | 109 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tepp RIA, LLC | History | No change | 11,751 | 109 | 0.07% | 0.07% | 375 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 11,773 | 109 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Holistic Financial Partners | History | No change | 11,238 | 104 | 0.06% | 0.06% | 377 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Procyon Advisors, LLC | History | No change | 11,110 | 103 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fiduciary Alliance LLC | History | No change | 11,084 | 103 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aureus Asset Management, LLC | History | No change | 11,001 | 102 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | No change | 10,941 | 102 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Legacy Wealth Advisors, LLC | History | No change | 10,943 | 102 | 0.04% | 0.04% | 382 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 10,926 | 101 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atala Financial Inc | History | No change | 10,871 | 101 | 0.06% | 0.06% | 384 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HSBC HOLDINGS PLC | History | No change | 10,719 | 100 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 10,719 | 100 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Moors & Cabot, Inc. | History | No change | 10,693 | 99 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 10,622 | 99 | 0.03% | 0.03% | 388 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marotta Asset Management | History | Reduced | 10,964 | 98 | 0.02% | 0.02% | 391 | -327 | -2.9% | Q3 2026 | Oct 02, 2026 |
| Modera Wealth Management, LLC | History | No change | 10,571 | 98 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Perigon Wealth Management, LLC | History | No change | 10,544 | 98 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Park Place Capital Corp | History | No change | 10,562 | 98 | 0.02% | 0.02% | 392 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANCHYRA PARTNERS LLC | History | No change | 10,539 | 98 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 10,400 | 97 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 10,429 | 97 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 10,324 | 96 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McAdam, LLC | History | No change | 10,367 | 96 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 10,318 | 96 | 0.03% | 0.03% | 398 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 10,278 | 95 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 10,230 | 95 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 9,114 | 85 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| McMillan Office, Inc. | History | No change | 9,055 | 84 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 8,217 | 76 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cromwell Holdings LLC | History | No change | 7,663 | 71 | 0.03% | 0.03% | 404 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ASSETMARK, INC | History | No change | 7,586 | 70 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TSFG, LLC | History | No change | 7,322 | 68 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CENTRAL TRUST Co | History | No change | 7,257 | 67 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Golden State Wealth Management, LLC | History | No change | 7,280 | 67 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,015 | 65 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Align Financial, LLC | History | No change | 6,830 | 63 | 0.03% | 0.03% | 410 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parkside Financial Bank & Trust | History | No change | 6,233 | 58 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 6,182 | 57 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,094 | 56 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 6,006 | 56 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 6,003 | 56 | 0.03% | 0.03% | 415 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 5,885 | 54 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 5,794 | 54 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | No change | 5,494 | 51 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,433 | 50 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Elequin Capital, LP | History | No change | 5,397 | 50 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIL Ltd | History | No change | 4,582 | 42 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 4,546 | 42 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Spire Wealth Management | History | No change | 4,358 | 40 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 4,174 | 38 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 4,079 | 38 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 3,796 | 35 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 3,724 | 34 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 3,683 | 34 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,287 | 30 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 3,264 | 30 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 3,200 | 29 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Grove Bank & Trust | History | No change | 3,009 | 28 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Citizens National Bank Trust Department | History | No change | 3,014 | 28 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EFG International AG | History | No change | 2,954 | 27 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 2,511 | 23 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 2,425 | 23 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| City State Bank | History | No change | 2,483 | 23 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 2,408 | 22 | 0.02% | 0.02% | 438 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Vision Retirement, LLC | History | No change | 2,426 | 22 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Colonial Trust Co / SC | History | No change | 2,290 | 21 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EASTERN BANK | History | No change | 2,235 | 20 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Bogart Wealth, LLC | History | No change | 2,235 | 20 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 2,238 | 20 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 2,230 | 20 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2,103 | 19 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 2,069 | 19 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | No change | 2,049 | 19 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,968 | 18 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 2,000 | 18 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,944 | 18 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1,997 | 18 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Graney & King, LLC | History | No change | 2,031 | 18 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | No change | 1,882 | 17 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Smithfield Trust Co | History | No change | 1,727 | 16 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Planning Group LLC | History | No change | 1,704 | 16 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ancora Advisors LLC | History | No change | 1,710 | 15 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,611 | 15 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| West Branch Capital LLC | History | No change | 1,714 | 15 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,685 | 15 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Philadelphia Investment Partners, LLC | History | No change | 1,662 | 15 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1,592 | 14 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Costello Asset Management, INC | History | No change | 1,400 | 13 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,408 | 13 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Signature Equity Partners, LLC | History | No change | 1,416 | 13 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 1,447 | 13 | 0.01% | 0.01% | 465 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Providence Capital Advisors, LLC | History | No change | 1,292 | 12 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,372 | 12 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNION SAVINGS BANK | History | No change | 1,333 | 12 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| North Star Investment Management Corp. | History | No change | 1,183 | 11 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Roble, Belko & Company, Inc | History | No change | 1,177 | 11 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Independence Bank of Kentucky | History | No change | 1,230 | 11 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| True Wealth Design, LLC | History | No change | 1,239 | 11 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 1,267 | 11 | 0.01% | 0.01% | 473 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,197 | 11 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,042 | 10 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,076 | 10 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,095 | 10 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,097 | 10 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 968 | 9 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,017 | 9 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALTRINSIC GLOBAL ADVISORS LLC | History | No change | 1,007 | 9 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clean Yield Group | History | No change | 1,000 | 9 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,032 | 9 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 992 | 9 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CX Institutional | History | No change | 1,040 | 9 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1,000 | 9 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Key FInancial Inc | History | No change | 1,000 | 9 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MTM Investment Management, LLC | History | No change | 989 | 9 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Continuum Advisory, LLC | History | No change | 1,035 | 9 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Guardian Partners Inc. | History | No change | 1,000 | 9 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PlanVest Financial, Inc | History | No change | 980 | 9 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Evelyn Partners Group Ltd | History | No change | 971 | 9 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 898 | 8 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 882 | 8 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 950 | 8 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 910 | 8 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 858 | 8 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CNB Bank | History | No change | 910 | 8 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Princeton Global Asset Management LLC | History | No change | 950 | 8 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SHP Wealth Management | History | No change | 913 | 8 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 916 | 8 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Addison Advisors LLC | History | No change | 883 | 8 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 924 | 8 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Rossby Financial, LCC | History | No change | 885 | 8 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Napier Financial, LLC | History | No change | 910 | 8 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ares Financial Consulting, LLC | History | No change | 960 | 8 | 0.01% | 0.01% | 506 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Markowski Investments | History | No change | 905 | 8 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 850 | 7 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Westside Investment Management, Inc. | History | No change | 818 | 7 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arlington Trust Co LLC | History | No change | 820 | 7 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 800 | 7 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 705 | 6 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 750 | 6 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Asset Dedication, LLC | History | No change | 695 | 6 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DT Investment Partners, LLC | History | No change | 730 | 6 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 713 | 6 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SITTNER & NELSON, LLC | History | No change | 681 | 6 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Piscataqua Savings Bank | History | No change | 682 | 6 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 650 | 6 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard National Trust Co | History | No change | 738 | 6 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 619 | 5 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 540 | 5 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MOTCO | History | No change | 569 | 5 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 636 | 5 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 536 | 5 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 590 | 5 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bell Investment Advisors, Inc | History | No change | 550 | 5 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 962 | 5 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Financial Perspectives, Inc | History | No change | 628 | 5 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Millstone Evans Group, LLC | History | No change | 592 | 5 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MidFirst Bank | History | No change | 597 | 5 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 471 | 4 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 445 | 4 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 458 | 4 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 441 | 4 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Community Financial Services Group, LLC | History | No change | 443 | 4 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Colonial Trust Advisors | History | No change | 519 | 4 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MCF Advisors LLC | History | No change | 480 | 4 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stone House Investment Management, LLC | History | No change | 450 | 4 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 460 | 4 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 422 | 3 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 348 | 3 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEBSTER BANK, N. A. | History | No change | 348 | 3 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRUST CO OF VERMONT | History | No change | 400 | 3 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 359 | 3 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 368 | 3 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Anchor Investment Management, LLC | History | No change | 400 | 3 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Archer Investment Corp | History | No change | 370 | 3 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 385 | 3 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 375 | 3 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 355 | 3 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Financial Management LLC | History | No change | 373 | 3 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| HM PAYSON & CO | History | No change | 300 | 2 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Capital Analysts, LLC | History | No change | 253 | 2 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trust Co | History | No change | 308 | 2 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 229 | 2 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 250 | 2 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Truvestments Capital LLC | History | No change | 291 | 2 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 257 | 2 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Pacific Financial | History | No change | 263 | 2 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 230 | 2 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 282 | 2 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CGC Financial Services, LLC | History | No change | 293 | 2 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Advantage Trust Co | History | No change | 300 | 2 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mosley Wealth Management | History | No change | 275 | 2 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Accordant Advisory Group Inc | History | No change | 280 | 2 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthCollab, LLC | History | No change | 300 | 2 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Capital Advisory, LLC | History | No change | 219 | 2 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 316 | 2 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Synergy Investment Management, LLC | History | No change | 267 | 2 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Navigoe, LLC | History | No change | 233 | 2 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kilter Group LLC | History | No change | 271 | 2 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bullock Wealth Management Group | History | No change | 283 | 2 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 300 | 2 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Planning Strategies Inc. | History | Reduced | 124 | 1 | 0.0% | 0.0% | 603 | -76 | -38.0% | Q3 2026 | Oct 02, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 15 | 1 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 190 | 1 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 211 | 1 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 147 | 1 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | No change | 142 | 1 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 148 | 1 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pacific Center for Financial Services | History | No change | 144 | 1 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 113 | 1 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CVA Family Office, LLC | History | No change | 114 | 1 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighMark Wealth Management LLC | History | No change | 207 | 1 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 200 | 1 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Corsicana & Co. | History | No change | 125 | 1 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NFSG Corp | History | No change | 126 | 1 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 156 | 1 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 111 | 1 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 146 | 1 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bank & Trust Co | History | No change | 163 | 1 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| YANKCOM Partnership | History | No change | 210 | 1 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 208 | 1 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Whipplewood Advisors, LLC | History | No change | 147 | 1 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 161 | 1 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 172 | 1 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 200 | 1 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Burk Holdings LLC | History | No change | 155 | 1 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 207 | 1 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 150 | 1 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 205 | 1 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -106,258 | -100.0% | Q3 2026 | Oct 01, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Towne Trust Company, N.A | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 101 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 64 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Oakworth Capital, Inc. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Darwin Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mascoma Wealth Management LLC | History | No change | 92 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Morse Asset Management, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pflug Koory, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 59 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avion Wealth | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 78 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Operose Advisors LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 99 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nemes Rush Group LLC | History | No change | 78 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspect Partners, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Centennial Bank/AR/ | History | No change | 71 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Wealth Management Group, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fairman Group, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LRI Investments, LLC | History | No change | 78 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WPG Advisers, LLC | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Holos Integrated Wealth LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Strive Financial Group ,LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meramec Financial Planners, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BAYBAN | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Monetary Solutions, Ltd | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Downshift Financial, LLC | History | No change | 85 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walsh & Associates, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Essential Partners LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Highland Investment Advisors LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |