Hamilton Lane INC - HLNE
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.
Full rows mode is enabled.
Back to fast mode.
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 | 4,281,385 | 337,501 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 3,053,076 | 240,673 | 0.75% | 0.75% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,796,500 | 141,618 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,794,120 | 141,430 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WASATCH ADVISORS LP | History | Added to | 1,452,376 | 126,153 | 0.94% | 0.59% | 5 | +300,816 | 26.12% | Q3 2026 | Oct 13, 2026 |
| STATE STREET CORP | History | No change | 1,355,756 | 107,660 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,224,558 | 96,531 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,215,166 | 95,791 | 0.35% | 0.35% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 1,013,474 | 88,031 | 0.05% | 0.04% | 9 | -18,637 | -1.81% | Q3 2026 | Nov 02, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,048,417 | 82,661 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 932,229 | 73,487 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Van Berkom & Associates Inc. | History | Reduced | 804,106 | 69,845 | 2.49% | 2.25% | 12 | -80,782 | -9.13% | Q3 2026 | Nov 04, 2026 |
| MORGAN STANLEY | History | No change | 857,072 | 67,563 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Copeland Capital Management, LLC | History | Added to | 741,678 | 64,422 | 1.48% | 0.79% | 14 | +255,238 | 52.47% | Q3 2026 | Oct 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 756,217 | 59,612 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 681,272 | 59,171 | 0.01% | 0.01% | 16 | +5,750 | 0.85% | Q3 2026 | Nov 04, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 709,728 | 55,948 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 620,360 | 48,902 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 613,935 | 48,396 | 0.07% | 0.07% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 605,725 | 47,749 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | No change | 598,229 | 47,158 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 597,907 | 47,133 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 590,877 | 46,578 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 586,530 | 46,236 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 580,344 | 45,748 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 572,991 | 45,168 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 464,054 | 40,307 | 0.71% | 0.43% | 27 | +141,054 | 43.67% | Q3 2026 | Oct 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 511,474 | 39,127 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 494,611 | 38,990 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | No change | 491,150 | 38,717 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DF DENT & CO INC | History | No change | 476,169 | 37,536 | 0.71% | 0.71% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 435,039 | 34,294 | 0.15% | 0.15% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 434,241 | 34,231 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 414,998 | 32,715 | 0.26% | 0.26% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 406,605 | 32,052 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 402,820 | 31,754 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 401,431 | 31,644 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 398,930 | 31,448 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 371,616 | 29,294 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 362,605 | 28,584 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 357,541 | 28,184 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 353,145 | 27,838 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | New | 311,154 | 27,026 | 0.14% | — | 43 | +311,154 | New | Q3 2026 | Oct 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 325,095 | 25,627 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 322,972 | 25,459 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 310,148 | 24,449 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 305,256 | 24,063 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 301,565 | 23,772 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Trexquant Investment LP | History | No change | 295,462 | 23,291 | 0.14% | 0.14% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 284,501 | 22,427 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 267,996 | 21,126 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 258,331 | 20,364 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 248,799 | 18,782 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 236,132 | 18,614 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 223,310 | 17,603 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 207,728 | 16,375 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 193,125 | 15,224 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 190,100 | 14,985 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 186,797 | 14,725 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TimesSquare Capital Management, LLC | History | Reduced | 169,070 | 14,685 | 0.24% | 0.27% | 60 | -67,146 | -28.43% | Q3 2026 | Nov 03, 2026 |
| Amundi | History | No change | 178,647 | 14,082 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 166,095 | 13,093 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 165,562 | 13,051 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 152,492 | 12,020 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 152,115 | 11,991 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | No change | 148,795 | 11,729 | 0.27% | 0.27% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | No change | 146,114 | 11,608 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 143,623 | 11,321 | 0.07% | 0.07% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 128,545 | 11,165 | 0.07% | 0.05% | 69 | +23,447 | 22.31% | Q3 2026 | Oct 06, 2026 |
| Creative Planning | History | Added to | 122,697 | 10,657 | 0.01% | 0.0% | 70 | +64,986 | 112.61% | Q3 2026 | Nov 02, 2026 |
| SG Americas Securities, LLC | History | No change | 128,784 | 10,152 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | No change | 128,638 | 10,140 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 126,558 | 9,976 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jump Financial, LLC | History | No change | 119,623 | 9,429 | 0.08% | 0.08% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 114,717 | 9,043 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 114,382 | 9,016 | 0.12% | 0.12% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 111,918 | 8,822 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TORONTO DOMINION BANK | History | No change | 110,130 | 8,681 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 110,764 | 8,652 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 108,654 | 8,565 | 0.1% | 0.1% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 106,043 | 8,359 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 100,958 | 7,958 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 99,827 | 7,869 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 90,756 | 7,154 | 0.12% | 0.12% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 90,070 | 7,100 | 0.13% | 0.13% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 83,800 | 6,605 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 80,651 | 6,357 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 80,079 | 6,302 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 70,516 | 6,125 | 0.17% | 0.15% | 90 | -1,270 | -1.77% | Q3 2026 | Oct 22, 2026 |
| NATIXIS | History | No change | 77,703 | 6,125 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 77,683 | 6,123 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 76,476 | 6,028 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 69,962 | 5,515 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 68,864 | 5,428 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 61,439 | 5,336 | 0.11% | 0.08% | 95 | +15,671 | 34.24% | Q3 2026 | Nov 03, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 58,839 | 5,110 | 0.11% | 0.1% | 96 | -7,641 | -11.49% | Q3 2026 | Oct 16, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 50,867 | 5,056 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stablepoint Partners, LLC | History | New | 55,940 | 4,858 | 0.65% | — | 98 | +55,940 | New | Q3 2026 | Nov 03, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 61,304 | 4,832 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Holocene Advisors, LP | History | No change | 60,283 | 4,752 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 58,694 | 4,626 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 57,702 | 4,548 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 56,750 | 4,474 | 0.08% | 0.08% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brevan Howard Capital Management LP | History | No change | 54,917 | 4,329 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 54,701 | 4,312 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 54,405 | 4,288 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bullseye Asset Management LLC | History | No change | 54,283 | 4,280 | 2.18% | 2.18% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 54,401 | 4,230 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 45,764 | 3,975 | 0.0% | 0.0% | 109 | -144,440 | -75.94% | Q3 2026 | Nov 04, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 50,385 | 3,971 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 48,187 | 3,798 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 48,040 | 3,786 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantbot Technologies LP | History | No change | 46,983 | 3,703 | 0.15% | 0.15% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXQ CAPITAL, LP | History | No change | 45,351 | 3,575 | 0.39% | 0.39% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Retirement Systems of Alabama | History | Reduced | 41,088 | 3,568 | 0.01% | 0.01% | 115 | -1,178 | -2.79% | Q3 2026 | Nov 04, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 44,160 | 3,481 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 41,744 | 3,291 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Achmea Investment Management B.V. | History | New | 37,360 | 3,247 | 0.03% | — | 118 | +37,360 | New | Q3 2026 | Oct 30, 2026 |
| Polar Asset Management Partners Inc. | History | No change | 37,200 | 2,932 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 37,182 | 2,931 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 33,261 | 2,889 | 0.03% | 0.03% | 121 | +500 | 1.53% | Q3 2026 | Oct 26, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 32,792 | 2,848 | 0.03% | 0.02% | 122 | +7,654 | 30.45% | Q3 2026 | Oct 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 30,961 | 2,689 | 0.0% | 0.0% | 123 | -50 | -0.16% | Q3 2026 | Oct 30, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 33,036 | 2,604 | 0.17% | 0.17% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 32,358 | 2,550 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 30,975 | 2,441 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 30,750 | 2,424 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 26,857 | 2,332 | 0.02% | 0.01% | 128 | +6,968 | 35.03% | Q3 2026 | Oct 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 28,969 | 2,283 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARCLAYS PLC | History | No change | 28,928 | 2,280 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 28,793 | 2,269 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 27,637 | 2,179 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aquatic Capital Management LLC | History | No change | 26,747 | 2,108 | 0.07% | 0.07% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 25,600 | 2,018 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 25,360 | 1,999 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAXTER BROS INC | History | New | 22,987 | 1,996 | 0.22% | — | 136 | +22,987 | New | Q3 2026 | Nov 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 24,639 | 1,942 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Added to | 22,330 | 1,939 | 0.01% | 0.01% | 138 | +6,105 | 37.63% | Q3 2026 | Nov 02, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 24,560 | 1,936 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 23,880 | 1,882 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 22,564 | 1,778 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 22,229 | 1,752 | 0.11% | 0.11% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Wealth, LLC | History | No change | 21,836 | 1,721 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RFG Advisory, LLC | History | New | 19,613 | 1,703 | 0.02% | — | 144 | +19,613 | New | Q3 2026 | Nov 03, 2026 |
| WINTON GROUP Ltd | History | No change | 21,361 | 1,683 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Freestone Grove Partners LP | History | No change | 20,654 | 1,628 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 20,126 | 1,586 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 18,195 | 1,580 | 0.01% | 0.01% | 148 | -258 | -1.4% | Q3 2026 | Oct 23, 2026 |
| MetLife Investment Management, LLC | History | No change | 19,649 | 1,548 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALGERT GLOBAL LLC | History | No change | 18,920 | 1,491 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 18,391 | 1,450 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 18,219 | 1,436 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 18,161 | 1,431 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Jain Global LLC | History | No change | 18,082 | 1,425 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 15,619 | 1,356 | 0.01% | 0.01% | 155 | +8,246 | 111.84% | Q3 2026 | Oct 15, 2026 |
| Treasurer of the State of North Carolina | History | No change | 16,760 | 1,321 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 14,523 | 1,261 | 0.01% | 0.01% | 157 | -631 | -4.16% | Q3 2026 | Oct 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,615 | 1,230 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 14,150 | 1,229 | 0.0% | 0.0% | 159 | -2,310 | -14.03% | Q3 2026 | Nov 05, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 15,488 | 1,220 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 15,335 | 1,208 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 15,206 | 1,198 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 15,021 | 1,184 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Handelsbanken Fonder AB | History | No change | 14,800 | 1,167 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Point Nemo Capital, LLC | History | New | 13,415 | 1,165 | 0.54% | — | 165 | +13,415 | New | Q3 2026 | Nov 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 13,264 | 1,136 | 0.0% | 0.0% | 166 | -443 | -3.23% | Q3 2026 | Oct 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 13,892 | 1,095 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEARLE & CO. | History | Added to | 12,400 | 1,077 | 0.26% | 0.14% | 168 | +4,700 | 61.04% | Q3 2026 | Nov 04, 2026 |
| Engineers Gate Manager LP | History | No change | 13,640 | 1,075 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mawer Investment Management Ltd. | History | No change | 13,400 | 1,056 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,918 | 1,035 | 0.01% | 0.0% | 171 | +4,120 | 52.83% | Q3 2026 | Oct 08, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 11,800 | 1,024 | 0.02% | 0.01% | 172 | -200 | -1.67% | Q3 2026 | Oct 20, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 12,945 | 1,020 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arizona State Retirement System | History | Added to | 11,695 | 1,015 | 0.01% | 0.0% | 174 | +177 | 1.54% | Q3 2026 | Nov 03, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 12,765 | 1,006 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Numerai GP LLC | History | No change | 12,755 | 1,005 | 0.08% | 0.08% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 12,725 | 1,003 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | No change | 12,614 | 993 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 12,530 | 988 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 12,480 | 984 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 12,418 | 978 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLSTATE CORP | History | No change | 12,084 | 952 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 11,756 | 926 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 11,584 | 913 | 0.06% | 0.06% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Magnetar Financial LLC | History | No change | 11,427 | 900 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 10,320 | 896 | 0.01% | 0.01% | 186 | -900 | -8.02% | Q3 2026 | Oct 22, 2026 |
| Sierra Capital LLC | History | No change | 11,017 | 868 | 0.08% | 0.08% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | No change | 10,860 | 856 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,656 | 840 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 9,524 | 827 | 0.06% | 0.03% | 190 | +3,154 | 49.51% | Q3 2026 | Oct 22, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 9,508 | 825 | 0.0% | 0.0% | 191 | -275 | -2.81% | Q3 2026 | Nov 03, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 9,300 | 807 | 0.0% | 0.0% | 192 | -300 | -3.13% | Q3 2026 | Oct 27, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 10,195 | 803 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 9,700 | 769 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 9,192 | 724 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 8,300 | 720 | 0.0% | 0.01% | 196 | -7,800 | -48.45% | Q3 2026 | Oct 28, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 8,300 | 720 | 0.01% | 0.01% | 197 | -100 | -1.19% | Q3 2026 | Oct 29, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 8,331 | 715 | 0.03% | 0.03% | 198 | +4,910 | 143.53% | Q3 2026 | Nov 04, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 8,943 | 704 | 0.12% | 0.12% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlphaGrep UK Ltd | History | No change | 8,710 | 686 | 0.2% | 0.2% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 8,407 | 662 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 7,502 | 652 | 0.0% | 0.0% | 202 | -2,981 | -28.44% | Q3 2026 | Oct 22, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 8,200 | 646 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Inspire Investing, LLC | History | Added to | 7,402 | 642 | 0.03% | 0.01% | 204 | +4,159 | 128.25% | Q3 2026 | Oct 22, 2026 |
| Neuberger Berman Group LLC | History | No change | 7,881 | 621 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 6,809 | 591 | 0.01% | 0.01% | 206 | -1,157 | -14.52% | Q3 2026 | Oct 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 7,494 | 590 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Erste Asset Management GmbH | History | No change | 7,443 | 586 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,312 | 576 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bridgefront Capital, LLC | History | No change | 7,277 | 573 | 0.15% | 0.15% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Morningstar Investment Management LLC | History | No change | 5,726 | 569 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pictet Asset Management Holding SA | History | No change | 6,557 | 569 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Blueshift Asset Management, LLC | History | No change | 6,599 | 520 | 0.12% | 0.12% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 5,946 | 516 | 0.01% | 0.0% | 214 | +3,196 | 116.22% | Q3 2026 | Oct 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 6,508 | 513 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 6,092 | 480 | 0.1% | 0.1% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 6,055 | 477 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 5,967 | 470 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 5,407 | 468 | 0.0% | 0.0% | 219 | +1,403 | 35.04% | Q3 2026 | Oct 15, 2026 |
| BAMCO INC /NY/ | History | No change | 5,884 | 463 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,653 | 445 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 5,506 | 434 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AVIVA PLC | History | No change | 5,460 | 430 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 4,910 | 426 | 0.23% | — | 224 | +4,910 | New | Q3 2026 | Nov 02, 2026 |
| Tidal Investments LLC | History | No change | 5,387 | 424 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 5,337 | 420 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 4,749 | 412 | 0.01% | — | 227 | +4,749 | New | Q3 2026 | Oct 22, 2026 |
| XPONANCE LLC | History | Reduced | 4,621 | 401 | 0.0% | 0.0% | 228 | -204 | -4.23% | Q3 2026 | Nov 03, 2026 |
| Keebeck Wealth Management | History | No change | 4,994 | 396 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 4,500 | 393 | 0.01% | 0.01% | 230 | +492 | 12.28% | Q3 2026 | Nov 04, 2026 |
| Gibbs Wealth Management | History | Added to | 4,532 | 393 | 0.04% | 0.04% | 231 | +132 | 3.0% | Q3 2026 | Oct 22, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 4,436 | 388 | 0.01% | 0.01% | 232 | -340 | -7.12% | Q3 2026 | Oct 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,344 | 377 | 0.0% | 0.0% | 233 | +670 | 18.24% | Q3 2026 | Oct 26, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 4,748 | 374 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 4,625 | 364 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pacer Advisors, Inc. | History | No change | 4,602 | 363 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 4,510 | 355 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 4,064 | 353 | 0.05% | 0.05% | 238 | +6 | 0.15% | Q3 2026 | Oct 26, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,421 | 349 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Centiva Capital, LP | History | No change | 4,414 | 347 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INCEPTIONR LLC | History | No change | 4,405 | 347 | 0.09% | 0.09% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 4,274 | 336 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | New | 3,757 | 326 | 0.0% | — | 243 | +3,757 | New | Q3 2026 | Oct 23, 2026 |
| Merit Financial Group, LLC | History | No change | 4,126 | 325 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STACKSTONE WEALTH, LLC | History | New | 3,527 | 306 | 0.03% | — | 245 | +3,527 | New | Q3 2026 | Oct 19, 2026 |
| EntryPoint Capital, LLC | History | No change | 3,819 | 301 | 0.07% | 0.07% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 3,810 | 300 | 0.07% | 0.07% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,758 | 296 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 3,550 | 292 | 0.05% | 0.05% | 249 | +100 | 2.9% | Q3 2026 | Oct 22, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 3,358 | 291 | 0.01% | 0.01% | 250 | -56 | -1.64% | Q3 2026 | Nov 03, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 3,674 | 289 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,654 | 288 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 3,307 | 287 | 0.01% | — | 254 | +3,307 | New | Q3 2026 | Oct 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,653 | 287 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 3,637 | 286 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | No change | 3,607 | 284 | 0.14% | 0.14% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 3,594 | 283 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Curi Capital, LLC | History | No change | 3,569 | 282 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 3,469 | 273 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allegheny Financial Group | History | No change | 3,448 | 271 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 3,419 | 269 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 3,053 | 265 | 0.0% | — | 262 | +3,053 | New | Q3 2026 | Nov 02, 2026 |
| Snowden Capital Advisors LLC | History | No change | 3,305 | 262 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 2,995 | 260 | 0.0% | 0.0% | 265 | +258 | 9.43% | Q3 2026 | Oct 21, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 3,030 | 260 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORDEN GROUP LLC | History | New | 2,974 | 258 | 0.02% | — | 266 | +2,974 | New | Q3 2026 | Oct 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,253 | 256 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | New | 2,920 | 253 | 0.0% | — | 268 | +2,920 | New | Q3 2026 | Oct 28, 2026 |
| SummitTX Capital, L.P. | History | No change | 3,162 | 249 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 3,157 | 248 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUB Investment Partners, LLC | History | New | 2,847 | 247 | 0.0% | — | 271 | +2,847 | New | Q3 2026 | Nov 03, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 2,837 | 246 | 0.01% | — | 272 | +2,837 | New | Q3 2026 | Oct 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 3,110 | 245 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Caitlin John, LLC | History | No change | 3,080 | 242 | 0.13% | 0.13% | 274 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 2,778 | 241 | 0.0% | — | 275 | +2,778 | New | Q3 2026 | Oct 20, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 3,005 | 236 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 2,716 | 235 | 0.0% | 0.0% | 277 | -367 | -11.9% | Q3 2026 | Oct 14, 2026 |
| AlphaCore Capital LLC | History | New | 2,657 | 231 | 0.0% | — | 278 | +2,657 | New | Q3 2026 | Nov 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 2,619 | 227 | 0.0% | 0.0% | 279 | -485 | -15.63% | Q3 2026 | Oct 16, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 2,597 | 225 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 2,503 | 219 | 0.0% | — | 281 | +2,503 | New | Q3 2026 | Oct 23, 2026 |
| Callan Family Office, LLC | History | No change | 2,737 | 215 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Wyoming | History | New | 2,470 | 214 | 0.02% | — | 283 | +2,470 | New | Q3 2026 | Oct 28, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | No change | 2,420 | 210 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,649 | 208 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Asset Management, LLC | History | New | 2,373 | 206 | 0.05% | — | 286 | +2,373 | New | Q3 2026 | Oct 08, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,399 | 189 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 2,391 | 188 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | Added to | 2,080 | 180 | 0.0% | 0.0% | 289 | +261 | 14.35% | Q3 2026 | Oct 15, 2026 |
| Central Pacific Bank - Trust Division | History | New | 2,070 | 179 | 0.02% | — | 290 | +2,070 | New | Q3 2026 | Oct 05, 2026 |
| ASSETMARK, INC | History | Added to | 1,976 | 171 | 0.0% | 0.0% | 291 | +425 | 27.4% | Q3 2026 | Oct 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,760 | 152 | 0.0% | 0.0% | 292 | +826 | 88.44% | Q3 2026 | Nov 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,656 | 143 | 0.0% | 0.0% | 293 | +665 | 67.1% | Q3 2026 | Oct 23, 2026 |
| KBC Group NV | History | No change | 1,596 | 139 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,738 | 137 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 1,490 | 129 | 0.0% | 0.0% | 297 | +160 | 12.03% | Q3 2026 | Oct 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,648 | 129 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hamilton Capital Partners Inc. | History | No change | 1,576 | 124 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Liontrust Investment Partners LLP | History | No change | 1,512 | 119 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 1,350 | 117 | 0.01% | 0.0% | 300 | +620 | 84.93% | Q3 2026 | Oct 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,308 | 114 | 0.0% | 0.0% | 301 | +326 | 33.2% | Q3 2026 | Oct 20, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,368 | 107 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,164 | 101 | 0.0% | 0.01% | 303 | -8,446 | -87.89% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | No change | 1,171 | 92 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Added to | 1,035 | 89 | 0.04% | 0.04% | 305 | +59 | 6.05% | Q3 2026 | Oct 14, 2026 |
| Leonteq Securities AG | History | No change | 1,004 | 87 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 1,006 | 86 | 0.0% | — | 307 | +1,006 | New | Q3 2026 | Oct 27, 2026 |
| Quantum Portfolio Management LLC | History | No change | 1,080 | 85 | 0.03% | 0.03% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 949 | 82 | 0.0% | 0.0% | 310 | -61 | -6.04% | Q3 2026 | Nov 04, 2026 |
| Vestcor Inc | History | No change | 1,043 | 82 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 955 | 75 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 907 | 71 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | Added to | 789 | 68 | 0.0% | 0.0% | 313 | +351 | 80.14% | Q3 2026 | Oct 08, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 722 | 62 | 0.02% | 0.02% | 314 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 682 | 53 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 662 | 52 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | New | 584 | 50 | 0.01% | — | 317 | +584 | New | Q3 2026 | Oct 14, 2026 |
| STRS OHIO | History | Reduced | 554 | 48 | 0.0% | 0.0% | 318 | -276 | -33.25% | Q3 2026 | Oct 30, 2026 |
| HM PAYSON & CO | History | No change | 528 | 41 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quarry LP | History | No change | 521 | 41 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 438 | 35 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIMPLEX TRADING, LLC | History | New | 382 | 33 | 0.0% | — | 322 | +382 | New | Q3 2026 | Nov 04, 2026 |
| Root Financial Partners, LLC | History | New | 312 | 27 | 0.0% | — | 323 | +312 | New | Q3 2026 | Oct 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 271 | 23 | 0.0% | — | 324 | +271 | New | Q3 2026 | Oct 28, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 264 | 22 | 0.0% | 0.0% | 325 | +70 | 36.08% | Q3 2026 | Oct 26, 2026 |
| Heritage Family Offices, LLP | History | New | 253 | 21 | 0.01% | — | 328 | +253 | New | Q3 2026 | Nov 02, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 242 | 21 | 0.0% | 0.0% | 327 | +11 | 4.76% | Q3 2026 | Oct 21, 2026 |
| Larson Financial Group LLC | History | No change | 277 | 21 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Added to | 211 | 18 | 0.01% | 0.01% | 330 | +26 | 14.05% | Q3 2026 | Oct 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 232 | 18 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 218 | 16 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 160 | 15 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 154 | 13 | 0.0% | 0.0% | 334 | +22 | 16.67% | Q3 2026 | Oct 27, 2026 |
| UMB Bank, n.a. | History | No change | 172 | 13 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centerpoint Advisors, LLC | History | No change | 162 | 13 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 158 | 12 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Penserra Capital Management LLC | History | No change | 164 | 12 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 133 | 11 | 0.0% | 0.0% | 338 | -55 | -29.26% | Q3 2026 | Oct 20, 2026 |
| Philadelphia Investment Partners, LLC | History | No change | 150 | 11 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | No change | 133 | 10 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 124 | 10 | 0.0% | 0.01% | 341 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 104 | 9 | 0.0% | 0.0% | 343 | -12 | -10.34% | Q3 2026 | Oct 05, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 111 | 9 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| WHITTIER TRUST CO | History | No change | 117 | 9 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 110 | 9 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 122 | 9 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 122 | 9 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bare Financial Services, Inc | History | New | 99 | 8 | 0.0% | — | 349 | +99 | New | Q3 2026 | Nov 04, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 111 | 8 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 90 | 7 | 0.0% | — | 354 | +90 | New | Q3 2026 | Oct 27, 2026 |
| GK Wealth Management LLC | History | New | 89 | 7 | 0.0% | — | 353 | +89 | New | Q3 2026 | Oct 09, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 85 | 7 | 0.0% | 0.0% | 352 | -76 | -47.2% | Q3 2026 | Oct 07, 2026 |
| FIRST HORIZON CORP | History | Reduced | 88 | 7 | 0.0% | 0.0% | 350 | -20 | -18.52% | Q3 2026 | Oct 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 100 | 7 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JNBA Financial Advisors | History | New | 79 | 6 | 0.0% | — | 356 | +79 | New | Q3 2026 | Nov 03, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 67 | 6 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Added to | 58 | 5 | 0.0% | 0.0% | 359 | +32 | 123.08% | Q3 2026 | Oct 13, 2026 |
| Activest Wealth Management | History | Added to | 63 | 5 | 0.0% | 0.0% | 358 | +1 | 1.61% | Q3 2026 | Oct 15, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 59 | 5 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 47 | 4 | 0.0% | 0.0% | 361 | -372 | -88.78% | Q3 2026 | Oct 16, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 55 | 4 | 0.0% | — | 364 | +55 | New | Q3 2026 | Oct 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 63 | 4 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 59 | 4 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 58 | 4 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clark Wealth Partners | History | New | 35 | 3 | 0.0% | — | 369 | +35 | New | Q3 2026 | Oct 16, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 39 | 3 | 0.0% | 0.0% | 366 | -12 | -23.53% | Q3 2026 | Oct 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 35 | 3 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 48 | 3 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAYBAN | History | No change | 46 | 3 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 26 | 2 | 0.0% | 0.0% | 374 | +13 | 100.0% | Q3 2026 | Nov 05, 2026 |
| WEBSTER BANK, N. A. | History | No change | 31 | 2 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Co / SC | History | No change | 36 | 2 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 13 | 1 | 0.0% | 0.0% | 381 | -242 | -94.9% | Q3 2026 | Oct 29, 2026 |
| TD Waterhouse Canada Inc. | History | New | 17 | 1 | 0.0% | — | 387 | +17 | New | Q3 2026 | Oct 16, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 21 | 1 | 0.0% | — | 379 | +10 | 90.91% | Q3 2026 | Oct 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 16 | 1 | 0.0% | — | 378 | +4 | 33.33% | Q3 2026 | Nov 03, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 22 | 1 | 0.0% | 0.0% | 383 | +1 | 4.76% | Q3 2026 | Oct 27, 2026 |
| CENTRAL TRUST Co | History | No change | 24 | 1 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 20 | 1 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 12 | 1 | 0.0% | — | 377 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CX Institutional | History | No change | 13 | 1 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| JPL Wealth Management, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| WPG Advisers, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BFC Planning, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -14,194 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,103 | -100.0% | Q3 2026 | Oct 26, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.15% | — | -4,523 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,651 | -100.0% | Q3 2026 | Oct 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,517 | -100.0% | Q3 2026 | Nov 02, 2026 |
| TEMA ETFS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -713 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -219 | -100.0% | Q3 2026 | Oct 16, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -110 | -91.67% | Q3 2026 | Oct 08, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2026 | Oct 15, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Sunrise Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2026 | Oct 21, 2026 |
| UMB Private Wealth Management, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 19, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2026 | Oct 07, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 15, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 1 | 0 | — | — | — | -7 | -87.5% | Q3 2026 | Nov 02, 2026 |
| Burk Holdings LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Nov 04, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Signature Equity Partners, LLC | History | Added to | 9 | 0 | — | — | — | +3 | 50.0% | Q3 2026 | Oct 29, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 23, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Nov 03, 2026 |
| American Capital Advisory, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 28, 2026 |
| Hughes Financial Services, LLC | History | Added to | 7 | 0 | — | — | — | +1 | 16.67% | Q3 2026 | Oct 30, 2026 |
| Planning Strategies Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 02, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Manchester Capital Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bogart Wealth, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cromwell Holdings LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Quent Capital, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| LRI Investments, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| HFM Investment Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MidFirst Bank | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| James T. Borello RIA | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |