HORACE MANN EDUCATORS CORP /DE/ - HMN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 5,885,884 | 304,005 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,026,656 | 156,326 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,844,088 | 146,897 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 2,638,462 | 136,278 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 2,229,490 | 115,154 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 1,915,839 | 98,953 | 0.27% | 0.27% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 1,870,047 | 96,606 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,820,168 | 94,011 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WASATCH ADVISORS LP | History | No change | 1,401,027 | 72,363 | 0.47% | 0.47% | 9 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,247,802 | 64,448 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EARNEST PARTNERS LLC | History | No change | 1,122,824 | 57,993 | 0.21% | 0.21% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,104,330 | 57,050 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 875,342 | 45,211 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 829,104 | 42,823 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 698,822 | 36,094 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 822,950 | 35,123 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 617,784 | 31,908 | 0.25% | 0.25% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 567,019 | 29,286 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 549,837 | 28,399 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 522,019 | 26,962 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 517,326 | 26,719 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 486,975 | 25,152 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 463,430 | 23,936 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 454,836 | 23,492 | 0.63% | 0.63% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 428,417 | 22,127 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 388,408 | 20,061 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 319,332 | 16,493 | 0.29% | 0.29% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 316,047 | 16,323 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 306,168 | 15,813 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 268,014 | 13,842 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 260,417 | 13,450 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 212,588 | 10,980 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 204,611 | 10,568 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 197,332 | 10,192 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 172,425 | 8,905 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ICON ADVISERS INC/CO | History | No change | 145,037 | 7,491 | 1.41% | 1.41% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | No change | 142,550 | 7,362 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 141,314 | 7,298 | 0.32% | 0.32% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 138,746 | 7,166 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 137,372 | 7,095 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 135,803 | 7,014 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 134,095 | 6,926 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 130,331 | 6,731 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 121,305 | 6,265 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RHUMBLINE ADVISERS | History | No change | 120,334 | 6,215 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 106,157 | 5,483 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 98,217 | 5,072 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 96,365 | 4,977 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | No change | 95,761 | 4,946 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 94,231 | 4,867 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 91,348 | 4,718 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 85,498 | 4,415 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 85,335 | 4,407 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 81,100 | 4,188 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 71,883 | 3,712 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 67,208 | 3,471 | 0.23% | 0.23% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 63,482 | 3,279 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 58,673 | 3,147 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Edgestream Partners, L.P. | History | No change | 60,480 | 3,123 | 0.09% | 0.09% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 60,139 | 3,106 | 0.07% | 0.07% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 58,273 | 3,009 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 57,472 | 2,968 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 52,994 | 2,737 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 49,604 | 2,562 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hodges Capital Management Inc. | History | No change | 47,376 | 2,446 | 0.16% | 0.16% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 47,078 | 2,431 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Corient Private Wealth LP | History | No change | 45,691 | 2,359 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 45,524 | 2,351 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | No change | 44,206 | 2,283 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 42,015 | 2,170 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 40,600 | 2,096 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 39,691 | 2,051 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 39,219 | 2,025 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 38,654 | 1,996 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 38,567 | 1,991 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | No change | 38,000 | 1,963 | 0.91% | 0.91% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 37,341 | 1,928 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 34,415 | 1,777 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 33,216 | 1,715 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 33,012 | 1,705 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 32,035 | 1,654 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 29,356 | 1,516 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 28,922 | 1,493 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Horizon Investments, LLC | History | No change | 27,605 | 1,425 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 26,800 | 1,384 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 26,517 | 1,370 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 25,431 | 1,313 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 25,139 | 1,298 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | No change | 24,758 | 1,278 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 24,291 | 1,254 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MetLife Investment Management, LLC | History | No change | 23,740 | 1,226 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 23,095 | 1,193 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 23,000 | 1,187 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 22,800 | 1,177 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 22,521 | 1,163 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IEQ CAPITAL, LLC | History | No change | 22,498 | 1,162 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 20,608 | 1,064 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 20,139 | 1,040 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 19,953 | 1,030 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ilex Capital Partners (UK) LLP | History | No change | 19,833 | 1,024 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 19,449 | 1,004 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 19,171 | 990 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 18,770 | 969 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 18,450 | 952 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 17,875 | 924 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | No change | 17,700 | 914 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 17,537 | 905 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cetera Investment Advisers | History | No change | 15,915 | 821 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 15,151 | 782 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 15,118 | 779 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GABELLI FUNDS LLC | History | No change | 15,000 | 774 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 14,315 | 739 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 14,225 | 734 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 13,971 | 722 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Inspire Investing, LLC | History | No change | 13,130 | 678 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 12,508 | 646 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 12,500 | 645 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 12,275 | 634 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 12,175 | 628 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HighTower Advisors, LLC | History | No change | 11,893 | 614 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 11,742 | 606 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 11,650 | 601 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | No change | 11,161 | 576 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 11,088 | 572 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 10,900 | 563 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMALGAMATED BANK | History | No change | 10,856 | 561 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 10,794 | 557 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 10,772 | 556 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,714 | 553 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Handelsbanken Fonder AB | History | No change | 10,630 | 549 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 10,207 | 527 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 10,203 | 526 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RBF Capital, LLC | History | No change | 10,000 | 516 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 9,980 | 515 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 9,576 | 494 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| &PARTNERS | History | No change | 9,560 | 493 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | No change | 9,558 | 493 | 0.08% | 0.08% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 9,156 | 472 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,019 | 465 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | No change | 8,890 | 459 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,791 | 454 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| COMMERCE BANK | History | No change | 8,752 | 452 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 7,951 | 410 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 7,887 | 407 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONNABLE OFFICE INC | History | No change | 7,735 | 399 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Neuberger Berman Group LLC | History | No change | 7,566 | 390 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 7,500 | 387 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,245 | 374 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Counterpoint Mutual Funds LLC | History | No change | 7,051 | 364 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 6,974 | 360 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 6,931 | 357 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,815 | 351 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AE Wealth Management LLC | History | No change | 6,807 | 351 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,572 | 347 | 0.0% | 0.0% | 154 | +1,358 | 21.85% | Q3 2026 | Oct 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 6,724 | 347 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 6,616 | 341 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 6,595 | 340 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 6,396 | 330 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 6,354 | 328 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 6,220 | 321 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 6,155 | 317 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 6,084 | 314 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Maryland State Retirement & Pension System | History | No change | 5,934 | 306 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SG Americas Securities, LLC | History | No change | 5,573 | 288 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 5,537 | 285 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 5,506 | 284 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 6,314 | 281 | 0.01% | 0.01% | 167 | +341 | 5.71% | Q3 2026 | Oct 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 5,402 | 279 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY TRUST CO | History | No change | 5,352 | 276 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blueshift Asset Management, LLC | History | No change | 5,335 | 275 | 0.06% | 0.06% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Claro Advisors Inc. | History | No change | 5,085 | 262 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atria Investments, Inc | History | No change | 5,068 | 261 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NIA IMPACT ADVISORS, LLC | History | No change | 5,072 | 261 | 0.11% | 0.11% | 173 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gotham Asset Management, LLC | History | No change | 5,042 | 260 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,987 | 257 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INCEPTIONR LLC | History | No change | 4,954 | 255 | 0.06% | 0.06% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | No change | 4,737 | 244 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 4,626 | 238 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ethic Inc. | History | No change | 4,578 | 236 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 4,544 | 234 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,460 | 230 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 4,469 | 230 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Longboard Asset Management, LP | History | No change | 4,310 | 222 | 3.72% | 3.72% | 183 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Savant Capital, LLC | History | No change | 4,282 | 221 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XPONANCE LLC | History | No change | 3,939 | 203 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 3,895 | 201 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,699 | 191 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,500 | 180 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,317 | 171 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,326 | 171 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,000 | 103 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | No change | 1,613 | 83 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,709 | 76 | 0.01% | 0.01% | 193 | -225 | -11.63% | Q3 2026 | Oct 01, 2026 |
| Arax Advisory Partners | History | No change | 1,434 | 74 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Freestone Grove Partners LP | History | No change | 1,432 | 73 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantum Portfolio Management LLC | History | No change | 1,338 | 69 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,117 | 57 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | No change | 1,066 | 55 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ASSETMARK, INC | History | No change | 1,047 | 54 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nykredit A/S | History | No change | 839 | 43 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Sterling Capital Management LLC | History | No change | 822 | 42 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Manchester Capital Management LLC | History | No change | 760 | 39 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 752 | 38 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 706 | 36 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 640 | 33 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 631 | 32 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ares Financial Consulting, LLC | History | No change | 590 | 30 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Smartleaf Asset Management LLC | History | No change | 467 | 24 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 454 | 23 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Salomon & Ludwin, LLC | History | No change | 370 | 19 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 361 | 18 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Allworth Financial LP | History | No change | 361 | 18 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 338 | 17 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SJS Investment Consulting Inc. | History | No change | 320 | 16 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 294 | 15 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 300 | 15 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 296 | 15 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 295 | 15 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 312 | 13 | 0.0% | 0.0% | 219 | +131 | 72.38% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | No change | 250 | 12 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 249 | 12 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPL Wealth Management, LLC | History | No change | 228 | 11 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 211 | 10 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 212 | 10 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 140 | 7 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Larson Financial Group LLC | History | No change | 141 | 7 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 126 | 5 | 0.0% | 0.0% | 227 | -26 | -17.11% | Q3 2026 | Oct 05, 2026 |
| Essential Partners LLC | History | No change | 113 | 5 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valued Wealth Advisors LLC | History | No change | 81 | 4 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GK Wealth Management LLC | History | New | 69 | 3 | 0.0% | — | 237 | +69 | New | Q3 2026 | Oct 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 65 | 3 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fulcrum Asset Management LLP | History | No change | 60 | 3 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kilter Group LLC | History | No change | 76 | 3 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 68 | 3 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 68 | 3 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| High Note Wealth, LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 24 | 1 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Planning Group LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Spire Wealth Management | History | No change | 26 | 1 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Covestor Ltd | History | No change | 27 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Bare Financial Services, Inc | History | No change | 23 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 08, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Parallel Advisors, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avion Wealth | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SBI Securities Co., Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fortitude Family Office, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quarry LP | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ankerstar Wealth, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rialto Wealth Management, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Cornerstone Financial Management LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |