HNI CORP - HNI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 10,684,086 | 431,743 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 10,634,660 | 429,746 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 4,777,146 | 193,044 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,217,303 | 130,011 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 2,924,923 | 118,196 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 2,796,204 | 112,994 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,443,758 | 110,755 | 0.02% | 0.02% | 7 | -104,324 | -4.09% | Q3 2026 | Nov 04, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,348,257 | 94,893 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,877,156 | 75,870 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,499,640 | 60,600 | 0.1% | 0.1% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,048,534 | 42,371 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 940,053 | 37,987 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 919,563 | 37,159 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 907,229 | 36,661 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | No change | 897,033 | 36,249 | 0.86% | 0.86% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 843,980 | 34,105 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COOKE & BIELER LP | History | Reduced | 624,881 | 28,319 | 0.45% | 0.37% | 17 | -174,076 | -21.79% | Q3 2026 | Oct 21, 2026 |
| ROYAL BANK OF CANADA | History | No change | 664,212 | 26,841 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 620,309 | 25,066 | 0.5% | 0.5% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Front Street Capital Management, Inc. | History | No change | 580,610 | 23,462 | 2.66% | 2.66% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LONE PEAK GLOBAL INVESTORS LLC | History | No change | 536,672 | 21,686 | 2.98% | 2.98% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 466,909 | 18,867 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pillsbury Lake Capital LLC | History | No change | 412,808 | 16,681 | 4.55% | 4.55% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 411,758 | 16,639 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 389,107 | 15,723 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 344,981 | 15,634 | 0.01% | 0.01% | 26 | -74,534 | -17.77% | Q3 2026 | Nov 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 377,033 | 15,235 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 358,918 | 14,503 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 336,447 | 13,595 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 313,109 | 12,652 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 292,062 | 11,802 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 287,926 | 11,635 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Added to | 248,625 | 11,267 | 0.02% | 0.01% | 33 | +37,061 | 17.52% | Q3 2026 | Oct 28, 2026 |
| Medina Value Partners, LLC | History | No change | 253,460 | 10,242 | 2.01% | 2.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 239,910 | 9,694 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Capital Management LLC | History | No change | 222,882 | 9,006 | 0.74% | 0.74% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 222,233 | 8,980 | 0.15% | 0.15% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 190,250 | 8,622 | 0.12% | 0.11% | 38 | -16,591 | -8.02% | Q3 2026 | Oct 09, 2026 |
| Conversant Capital LLC | History | No change | 185,000 | 7,475 | 0.88% | 0.88% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 176,841 | 7,146 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 173,552 | 6,938 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 168,844 | 6,822 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 158,544 | 6,406 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 143,205 | 5,786 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 136,555 | 5,518 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 135,829 | 5,488 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 119,243 | 4,818 | 0.35% | 0.35% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 117,378 | 4,743 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 101,354 | 4,095 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 99,976 | 4,041 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burnham & Co LLC | History | No change | 99,589 | 4,024 | 3.24% | 3.24% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 96,900 | 3,992 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atom Investors LP | History | No change | 93,877 | 3,793 | 0.34% | 0.34% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 80,220 | 3,635 | 0.0% | 0.0% | 54 | +17,386 | 27.67% | Q3 2026 | Nov 02, 2026 |
| Mariner, LLC | History | No change | 89,524 | 3,617 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Partners | History | No change | 87,020 | 3,516 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 74,822 | 3,391 | 0.01% | 0.01% | 57 | -213 | -0.28% | Q3 2026 | Oct 22, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 77,580 | 3,135 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| BESSEMER GROUP INC | History | No change | 76,770 | 3,102 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 74,100 | 2,994 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 88,825 | 2,965 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EARNEST PARTNERS LLC | History | No change | 73,049 | 2,951 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 72,877 | 2,944 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 72,292 | 2,921 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| S.A. Mason LLC | History | Reduced | 62,484 | 2,831 | 0.83% | 0.94% | 65 | -13,492 | -17.76% | Q3 2026 | Oct 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 66,928 | 2,704 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 58,460 | 2,649 | 0.65% | 0.44% | 67 | +136 | 0.23% | Q3 2026 | Nov 04, 2026 |
| Qube Research & Technologies Ltd | History | No change | 65,328 | 2,639 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 64,595 | 2,610 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 64,204 | 2,594 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 63,690 | 2,573 | 0.13% | 0.13% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GRACE & WHITE INC /NY | History | Reduced | 56,375 | 2,554 | 0.42% | 0.37% | 72 | -2,080 | -3.56% | Q3 2026 | Oct 23, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 62,481 | 2,524 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 60,395 | 2,440 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 58,889 | 2,379 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 56,184 | 2,270 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 55,100 | 2,226 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 52,031 | 2,102 | 0.73% | 0.73% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polaris Capital Management, LLC | History | No change | 44,500 | 2,016 | 0.21% | 0.17% | 79 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 44,144 | 2,000 | 0.03% | 0.02% | 80 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| XTX Topco Ltd | History | No change | 49,227 | 1,989 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 46,315 | 1,871 | 0.09% | 0.09% | 82 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 45,983 | 1,858 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 42,182 | 1,704 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 36,660 | 1,661 | 0.02% | 0.02% | 85 | +738 | 2.05% | Q3 2026 | Nov 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 39,950 | 1,614 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VARCOV Co. | History | No change | 37,862 | 1,530 | 0.58% | 0.58% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 34,637 | 1,399 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 30,700 | 1,391 | 0.02% | 0.02% | 89 | +100 | 0.33% | Q3 2026 | Oct 20, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 33,327 | 1,346 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 32,365 | 1,307 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 31,904 | 1,289 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 30,399 | 1,228 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 25,714 | 1,164 | 0.01% | 0.01% | 94 | -11,645 | -31.17% | Q3 2026 | Oct 15, 2026 |
| Larson Financial Group LLC | History | No change | 28,552 | 1,153 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NICOLET BANKSHARES INC | History | No change | 28,114 | 1,136 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 27,893 | 1,127 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 24,538 | 1,112 | 0.0% | 0.01% | 98 | -12,162 | -33.14% | Q3 2026 | Nov 05, 2026 |
| ALLSTATE CORP | History | No change | 27,102 | 1,095 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 23,902 | 1,083 | 0.07% | 0.08% | 100 | -3,715 | -13.45% | Q3 2026 | Oct 22, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 26,461 | 1,069 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 25,666 | 1,036 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 25,501 | 1,030 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 25,473 | 1,029 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 25,105 | 1,014 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RBF Capital, LLC | History | No change | 24,920 | 1,007 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 24,816 | 1,003 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 21,384 | 969 | 0.0% | 0.0% | 108 | +85 | 0.4% | Q3 2026 | Oct 20, 2026 |
| Quantinno Capital Management LP | History | No change | 23,347 | 943 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 23,091 | 933 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEB Asset Management AB | History | Reduced | 20,428 | 925 | 0.0% | 0.01% | 111 | -77,714 | -79.19% | Q3 2026 | Nov 04, 2026 |
| Arizona State Retirement System | History | Added to | 19,270 | 873 | 0.0% | 0.0% | 112 | +588 | 3.15% | Q3 2026 | Nov 03, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 21,346 | 862 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMALGAMATED BANK | History | Reduced | 18,717 | 848 | 0.01% | 0.01% | 114 | -107 | -0.57% | Q3 2026 | Oct 23, 2026 |
| CITIGROUP INC | History | Reduced | 18,711 | 847 | 0.0% | 0.0% | 115 | -22,588 | -54.69% | Q3 2026 | Nov 04, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 18,490 | 837 | 0.01% | 0.01% | 116 | -260 | -1.39% | Q3 2026 | Oct 22, 2026 |
| Callan Family Office, LLC | History | No change | 20,460 | 826 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 20,264 | 818 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 20,069 | 810 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 19,783 | 799 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 17,007 | 770 | 0.0% | 0.0% | 121 | +447 | 2.7% | Q3 2026 | Nov 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 19,073 | 770 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 18,773 | 758 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 18,342 | 741 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 16,211 | 734 | 0.01% | 0.01% | 125 | +300 | 1.89% | Q3 2026 | Oct 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 17,822 | 720 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 16,374 | 661 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 16,299 | 658 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | Reduced | 13,820 | 626 | 0.03% | 0.03% | 129 | -3,070 | -18.18% | Q3 2026 | Oct 22, 2026 |
| Freestone Grove Partners LP | History | No change | 15,219 | 615 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 15,144 | 611 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 15,059 | 608 | 0.19% | 0.19% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 11,761 | 561 | 0.02% | 0.01% | 133 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 13,640 | 551 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | No change | 13,552 | 547 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BIP Wealth, LLC | History | New | 11,979 | 542 | 0.01% | — | 136 | +11,979 | New | Q3 2026 | Oct 22, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 13,217 | 534 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | New | 11,682 | 529 | 0.0% | — | 138 | +11,682 | New | Q3 2026 | Oct 28, 2026 |
| BFC Planning, Inc. | History | No change | 12,694 | 512 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| XPONANCE LLC | History | Reduced | 10,972 | 497 | 0.0% | 0.0% | 140 | -944 | -7.92% | Q3 2026 | Nov 03, 2026 |
| Blueshift Asset Management, LLC | History | No change | 12,198 | 492 | 0.11% | 0.11% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 11,886 | 480 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 10,331 | 468 | 0.0% | 0.0% | 143 | -705 | -6.39% | Q3 2026 | Nov 03, 2026 |
| EQUITABLE TRUST CO | History | No change | 10,293 | 466 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 11,451 | 462 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 11,180 | 451 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Added to | 9,898 | 448 | 0.0% | 0.0% | 147 | +1,386 | 16.28% | Q3 2026 | Nov 04, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 10,753 | 435 | 0.1% | 0.1% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 9,573 | 433 | 0.01% | — | 149 | +9,573 | New | Q3 2026 | Oct 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,363 | 424 | 0.0% | 0.0% | 150 | -176 | -1.85% | Q3 2026 | Nov 02, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 10,408 | 420 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 10,289 | 415 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maryland State Retirement & Pension System | History | No change | 10,168 | 410 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Squarepoint Ops LLC | History | No change | 10,076 | 407 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 10,000 | 404 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 8,911 | 403 | 0.01% | 0.01% | 156 | -216 | -2.37% | Q3 2026 | Nov 04, 2026 |
| HUB Investment Partners, LLC | History | New | 8,883 | 402 | 0.01% | — | 157 | +8,883 | New | Q3 2026 | Nov 03, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 8,236 | 373 | 0.0% | 0.0% | 158 | +238 | 2.98% | Q3 2026 | Oct 23, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 8,173 | 370 | 0.01% | 0.01% | 159 | +128 | 1.59% | Q3 2026 | Oct 08, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 8,100 | 367 | 0.0% | 0.0% | 161 | -1,379 | -14.55% | Q3 2026 | Oct 21, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 9,094 | 367 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 8,646 | 349 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Investment Management, LLC | History | Added to | 7,246 | 328 | 0.01% | 0.01% | 163 | +662 | 10.05% | Q3 2026 | Nov 04, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 7,136 | 323 | 0.04% | 0.04% | 164 | -179 | -2.45% | Q3 2026 | Nov 02, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 7,085 | 321 | 0.07% | — | 165 | +7,085 | New | Q3 2026 | Oct 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 7,942 | 320 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Private Advisor Group, LLC | History | No change | 7,796 | 315 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 6,852 | 310 | 0.01% | 0.0% | 168 | +17 | 0.25% | Q3 2026 | Oct 23, 2026 |
| Beacon Capital Management, LLC | History | Added to | 6,802 | 308 | 0.04% | 0.04% | 169 | +51 | 0.76% | Q3 2026 | Oct 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 7,442 | 300 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 6,527 | 295 | 0.11% | 0.14% | 171 | -2,643 | -28.82% | Q3 2026 | Oct 30, 2026 |
| CIBC Asset Management Inc | History | No change | 6,386 | 289 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| INCEPTIONR LLC | History | No change | 6,950 | 280 | 0.07% | 0.07% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jain Global LLC | History | No change | 6,899 | 278 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Symmetry Partners, LLC | History | New | 6,123 | 277 | 0.01% | — | 175 | +6,123 | New | Q3 2026 | Oct 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 6,064 | 274 | 0.01% | — | 176 | +6,064 | New | Q3 2026 | Oct 16, 2026 |
| Cerity Partners LLC | History | No change | 6,637 | 268 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,568 | 265 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 5,585 | 253 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| LPL Financial LLC | History | No change | 6,260 | 252 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,254 | 252 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 5,538 | 251 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 5,387 | 244 | 0.01% | — | 185 | +5,387 | New | Q3 2026 | Oct 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 5,210 | 244 | 0.0% | — | 184 | +5,210 | New | Q3 2026 | Oct 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,054 | 244 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 5,972 | 241 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 5,765 | 232 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Ethic Inc. | History | New | 5,068 | 229 | 0.0% | — | 188 | +5,068 | New | Q3 2026 | Nov 03, 2026 |
| Blackstone Inc. | History | No change | 5,640 | 227 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| denkapparat Operations GmbH | History | No change | 5,626 | 227 | 0.07% | 0.07% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,586 | 226 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 5,465 | 220 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 5,452 | 220 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 5,419 | 219 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,424 | 219 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Occidental Asset Management, LLC | History | New | 4,791 | 217 | 0.02% | — | 196 | +4,791 | New | Q3 2026 | Nov 05, 2026 |
| Swiss Life Asset Management Ltd | History | New | 4,497 | 203 | 0.0% | — | 197 | +4,497 | New | Q3 2026 | Nov 03, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 4,417 | 200 | 0.01% | 0.01% | 198 | -1,999 | -31.16% | Q3 2026 | Oct 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,746 | 191 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| City State Bank | History | No change | 3,600 | 163 | 0.04% | 0.03% | 200 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Vestcor Inc | History | No change | 4,003 | 162 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,423 | 155 | 0.0% | 0.0% | 202 | +2,747 | 406.36% | Q3 2026 | Oct 08, 2026 |
| Axxion S.A. | History | New | 3,379 | 153 | 0.01% | — | 203 | +3,379 | New | Q3 2026 | Oct 22, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 3,098 | 140 | 0.01% | — | 204 | +3,098 | New | Q3 2026 | Nov 05, 2026 |
| KBC Group NV | History | Added to | 2,977 | 135 | 0.0% | 0.0% | 205 | +1,214 | 68.86% | Q3 2026 | Oct 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,089 | 124 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,786 | 112 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,260 | 91 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 2,115 | 87 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,153 | 87 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,090 | 84 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,758 | 79 | 0.0% | 0.0% | 212 | +1,229 | 232.33% | Q3 2026 | Nov 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,931 | 78 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| STRS OHIO | History | New | 1,700 | 77 | 0.0% | — | 214 | +1,700 | New | Q3 2026 | Oct 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,614 | 65 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,416 | 64 | 0.0% | 0.0% | 216 | -43 | -2.95% | Q3 2026 | Oct 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,380 | 62 | 0.01% | 0.0% | 217 | +84 | 6.48% | Q3 2026 | Oct 27, 2026 |
| Allworth Financial LP | History | No change | 1,238 | 50 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | Reduced | 1,092 | 49 | 0.03% | 0.03% | 219 | -345 | -24.01% | Q3 2026 | Oct 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,000 | 40 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | New | 859 | 38 | 0.01% | — | 221 | +859 | New | Q3 2026 | Oct 14, 2026 |
| Arax Advisory Partners | History | No change | 897 | 36 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 788 | 35 | 0.0% | 0.0% | 223 | +6 | 0.77% | Q3 2026 | Nov 03, 2026 |
| Nykredit A/S | History | No change | 885 | 35 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 724 | 32 | 0.02% | — | 225 | +724 | New | Q3 2026 | Oct 21, 2026 |
| Optiver Holding B.V. | History | No change | 769 | 31 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 572 | 25 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 512 | 23 | 0.0% | 0.0% | 228 | +30 | 6.22% | Q3 2026 | Oct 22, 2026 |
| Manchester Capital Management LLC | History | Reduced | 501 | 22 | 0.0% | 0.0% | 231 | -237 | -32.11% | Q3 2026 | Oct 22, 2026 |
| GAMMA Investing LLC | History | Added to | 505 | 22 | 0.0% | 0.0% | 233 | +187 | 58.81% | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 501 | 22 | 0.0% | 0.0% | 232 | +44 | 9.63% | Q3 2026 | Nov 04, 2026 |
| FIRST HORIZON CORP | History | No change | 488 | 22 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| EASTERN BANK | History | No change | 500 | 22 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 443 | 20 | 0.0% | 0.0% | 235 | +47 | 11.87% | Q3 2026 | Oct 29, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 496 | 20 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investors Research Corp | History | No change | 438 | 19 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| UMB Bank, n.a. | History | No change | 446 | 18 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 450 | 18 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 423 | 17 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 371 | 16 | 0.0% | 0.0% | 240 | +94 | 33.94% | Q3 2026 | Oct 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 389 | 15 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 317 | 14 | 0.0% | 0.0% | 242 | +25 | 8.56% | Q3 2026 | Oct 23, 2026 |
| Quarry LP | History | No change | 340 | 13 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 301 | 12 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 278 | 11 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 274 | 11 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 296 | 11 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bare Financial Services, Inc | History | Added to | 231 | 10 | 0.0% | 0.0% | 248 | +36 | 18.46% | Q3 2026 | Nov 04, 2026 |
| Triumph Capital Management | History | No change | 200 | 9 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 240 | 9 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 190 | 8 | 0.0% | 0.0% | 252 | -7 | -3.55% | Q3 2026 | Oct 05, 2026 |
| Bayforest Capital Ltd | History | Reduced | 123 | 5 | 0.01% | 0.05% | 254 | -1,277 | -91.21% | Q3 2026 | Nov 03, 2026 |
| Continuum Advisory, LLC | History | No change | 139 | 5 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 119 | 5 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| GK Wealth Management LLC | History | New | 85 | 3 | 0.0% | — | 258 | +85 | New | Q3 2026 | Oct 09, 2026 |
| Root Financial Partners, LLC | History | New | 71 | 3 | 0.0% | — | 257 | +71 | New | Q3 2026 | Oct 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 96 | 3 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Private Wealth Management, LLC | History | New | 54 | 2 | 0.0% | — | 264 | +54 | New | Q3 2026 | Oct 19, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 66 | 2 | 0.0% | 0.0% | 259 | +41 | 164.0% | Q3 2026 | Oct 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 70 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 54 | 2 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 58 | 2 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 64 | 2 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elyxium Wealth, LLC | History | New | 39 | 1 | 0.0% | — | 275 | +39 | New | Q3 2026 | Oct 27, 2026 |
| Ascentis Wealth Management, LLC | History | New | 31 | 1 | 0.0% | — | 274 | +31 | New | Q3 2026 | Nov 03, 2026 |
| ASSETMARK, INC | History | Added to | 23 | 1 | 0.0% | — | 266 | +19 | 475.0% | Q3 2026 | Oct 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WealthCollab, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gen-Wealth Partners Inc | History | No change | 23 | 1 | 0.0% | — | 269 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Rossby Financial, LCC | History | No change | 41 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Investors Portfolio Services LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAYBAN | History | No change | 33 | 1 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sankala Group LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Bastion Asset Management Inc. | History | Closed out | 0 | 0 | — | 1.3% | — | -103,713 | -100.0% | Q3 2026 | Nov 05, 2026 |
| OP Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -13,796 | -100.0% | Q3 2026 | Nov 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,651 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,473 | -100.0% | Q3 2026 | Oct 20, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,953 | -100.0% | Q3 2026 | Nov 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q3 2026 | Nov 02, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2026 | Oct 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Oct 23, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 13, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 15, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 09, 2026 |
| Davis Capital Management | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q3 2026 | Oct 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 29, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| PenderFund Capital Management Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| High Note Wealth, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Bell Investment Advisors, Inc | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Abound Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Valued Wealth Advisors LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JPL Wealth Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |