HOME BANCSHARES INC - HOMB
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 | 25,766,839 | 735,643 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 11,906,969 | 339,943 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 10,016,469 | 285,975 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 8,646,530 | 246,858 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 8,613,556 | 245,918 | 0.16% | 0.16% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 7,631,658 | 215,062 | 0.04% | 0.04% | 6 | +414,828 | 5.75% | Q3 2026 | Nov 04, 2026 |
| Capital Research Global Investors | History | No change | 5,136,606 | 146,650 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 5,069,961 | 144,771 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,820,427 | 137,623 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 4,451,894 | 127,101 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 3,757,951 | 107,289 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,574,125 | 73,491 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARR E S & CO | History | No change | 2,458,588 | 70,192 | 3.94% | 3.94% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 2,380,723 | 67,088 | 1.55% | 1.43% | 14 | -64,986 | -2.66% | Q3 2026 | Oct 13, 2026 |
| Nuveen, LLC | History | No change | 2,310,449 | 65,963 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,263,704 | 64,628 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Azora Capital LP | History | No change | 2,172,583 | 62,027 | 2.61% | 2.61% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 2,057,956 | 58,754 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fisher Asset Management, LLC | History | No change | 1,722,124 | 49,166 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,543,548 | 44,068 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 1,474,456 | 42,095 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Partners | History | No change | 1,398,058 | 39,991 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,343,523 | 38,357 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 1,276,549 | 36,445 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,251,887 | 35,741 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,161,772 | 33,168 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 1,129,050 | 32,234 | 0.26% | 0.26% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 1,052,129 | 30,038 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 977,284 | 27,901 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 930,188 | 26,212 | 0.13% | 0.15% | 30 | -147,132 | -13.66% | Q3 2026 | Oct 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 921,870 | 25,978 | 0.04% | 0.05% | 31 | -327,034 | -26.19% | Q3 2026 | Oct 28, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 826,581 | 23,598 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 830,830 | 22,374 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 678,453 | 19,369 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 636,869 | 18,574 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 638,954 | 18,242 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 607,274 | 17,337 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 605,985 | 17,300 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 563,349 | 16,083 | 0.28% | 0.28% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Added to | 502,183 | 14,151 | 0.31% | 0.3% | 40 | +2,323 | 0.46% | Q3 2026 | Oct 08, 2026 |
| FMR LLC | History | No change | 478,534 | 13,662 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 470,978 | 13,451 | 2.34% | 2.62% | 42 | -18,159 | -3.71% | Q3 2026 | Oct 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 438,309 | 12,513 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 438,760 | 12,364 | 0.01% | 0.01% | 44 | +11,504 | 2.69% | Q3 2026 | Nov 02, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 426,893 | 12,187 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 406,699 | 11,611 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 396,846 | 11,329 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 386,554 | 11,036 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 385,107 | 10,994 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 375,421 | 10,718 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 374,544 | 10,693 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 368,688 | 10,526 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 364,881 | 10,417 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 364,216 | 10,398 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 353,850 | 9,971 | 0.01% | 0.0% | 55 | +163,175 | 85.58% | Q3 2026 | Nov 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 281,239 | 8,029 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KWMG, LLC | History | Added to | 273,329 | 7,702 | 0.56% | 0.55% | 57 | +6,583 | 2.47% | Q3 2026 | Oct 07, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 264,951 | 7,564 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 262,908 | 7,506 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 252,322 | 7,198 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 251,912 | 7,192 | 0.08% | 0.08% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 244,696 | 6,987 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 224,818 | 6,418 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 219,688 | 6,272 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| GREENWOOD GEARHART LLC | History | Reduced | 213,158 | 6,006 | 0.27% | 0.28% | 65 | -138 | -0.06% | Q3 2026 | Oct 30, 2026 |
| Jump Financial, LLC | History | No change | 210,335 | 6,005 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 207,754 | 5,931 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 205,877 | 5,912 | 0.17% | 0.17% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vest Financial, LLC | History | Reduced | 208,944 | 5,888 | 0.06% | 0.08% | 69 | -51,822 | -19.87% | Q3 2026 | Oct 21, 2026 |
| Holocene Advisors, LP | History | No change | 198,589 | 5,669 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 197,156 | 5,628 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MetLife Investment Management, LLC | History | No change | 197,054 | 5,625 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Numerai GP LLC | History | No change | 194,058 | 5,540 | 0.45% | 0.45% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 193,427 | 5,522 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Systems of Alabama | History | Added to | 193,960 | 5,465 | 0.02% | 0.02% | 75 | +225 | 0.12% | Q3 2026 | Nov 04, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 178,351 | 5,091 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 176,033 | 5,025 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 169,910 | 4,850 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 166,538 | 4,754 | 0.19% | 0.19% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 161,378 | 4,628 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 159,027 | 4,481 | 0.01% | 0.01% | 81 | -938 | -0.59% | Q3 2026 | Oct 22, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 155,904 | 4,451 | 0.08% | 0.08% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 150,675 | 4,301 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 140,490 | 4,011 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAGNOLIA GROUP, LLC | History | No change | 135,500 | 3,868 | 0.81% | 0.81% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | No change | 133,647 | 3,815 | 0.78% | 0.78% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brevan Howard Capital Management LP | History | No change | 132,315 | 3,777 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 132,950 | 3,746 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| AMARILLO NATIONAL BANK | History | Added to | 131,668 | 3,710 | 0.6% | 0.35% | 89 | +54,148 | 69.85% | Q3 2026 | Oct 23, 2026 |
| CITIGROUP INC | History | Reduced | 128,092 | 3,609 | 0.0% | 0.0% | 90 | -114,556 | -47.21% | Q3 2026 | Nov 04, 2026 |
| Rafferty Asset Management, LLC | History | No change | 126,049 | 3,598 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 119,932 | 3,424 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 117,530 | 3,355 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANC FUNDS CO LLC | History | No change | 112,099 | 3,200 | 0.53% | 0.53% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 122,399 | 3,195 | 0.0% | 0.0% | 95 | +42,596 | 53.38% | Q3 2026 | Oct 13, 2026 |
| Centennial Bank/AR/ | History | No change | 111,146 | 3,173 | 1.02% | 1.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIXIS | History | No change | 110,000 | 3,140 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Grove Partners LP | History | No change | 108,779 | 3,105 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 106,315 | 3,035 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Odyssean, LLC | History | No change | 105,232 | 3,004 | 0.49% | 0.49% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 105,160 | 3,001 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 104,948 | 2,957 | 0.07% | 0.03% | 102 | +59,706 | 131.97% | Q3 2026 | Oct 16, 2026 |
| Quantbot Technologies LP | History | No change | 99,446 | 2,839 | 0.11% | 0.11% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 97,506 | 2,783 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AGF MANAGEMENT LTD | History | New | 96,172 | 2,710 | 0.01% | — | 105 | +96,172 | New | Q3 2026 | Nov 03, 2026 |
| Fieldview Capital Management, LLC | History | No change | 89,839 | 2,564 | 0.73% | 0.73% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 87,251 | 2,491 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 87,050 | 2,485 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 84,739 | 2,419 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 83,791 | 2,361 | 0.22% | 0.23% | 110 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Villanova Investment Management Co | History | No change | 82,873 | 2,335 | 2.33% | 2.25% | 111 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Jupiter Topco LLC | History | No change | 81,548 | 2,328 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Added to | 80,609 | 2,272 | 0.02% | 0.02% | 113 | +1,037 | 1.3% | Q3 2026 | Oct 23, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 77,966 | 2,225 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 77,862 | 2,194 | 0.06% | 0.07% | 115 | -770 | -0.98% | Q3 2026 | Oct 08, 2026 |
| IEQ CAPITAL, LLC | History | No change | 76,347 | 2,179 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horrell Capital Management, Inc. | History | Reduced | 77,252 | 2,176 | 1.15% | 1.05% | 117 | -3,464 | -4.29% | Q3 2026 | Oct 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 74,837 | 2,136 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 71,712 | 2,047 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 70,803 | 2,021 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 70,771 | 2,020 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 70,575 | 2,014 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 70,325 | 1,981 | 0.03% | 0.03% | 123 | +87 | 0.12% | Q3 2026 | Oct 28, 2026 |
| Cerity Partners LLC | History | No change | 68,632 | 1,959 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 68,523 | 1,956 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 66,427 | 1,896 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 66,653 | 1,878 | 0.02% | 0.02% | 127 | -1,041 | -1.54% | Q3 2026 | Oct 23, 2026 |
| Bahl & Gaynor LLC | History | Reduced | 66,315 | 1,868 | 0.01% | 0.01% | 128 | -600 | -0.9% | Q3 2026 | Nov 05, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 64,269 | 1,811 | 0.01% | 0.01% | 129 | -1,343 | -2.05% | Q3 2026 | Nov 05, 2026 |
| TMB Capital Partners, LLC | History | Reduced | 62,824 | 1,770 | 0.54% | 0.59% | 130 | -3,783 | -5.68% | Q3 2026 | Oct 20, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 61,955 | 1,768 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 61,477 | 1,754 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 59,743 | 1,705 | 0.15% | 0.15% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 59,269 | 1,692 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 58,291 | 1,642 | 0.01% | 0.01% | 135 | -888 | -1.5% | Q3 2026 | Nov 05, 2026 |
| Econ Financial Services Corp | History | New | 57,731 | 1,626 | 0.68% | — | 136 | +57,731 | New | Q3 2026 | Oct 19, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 55,756 | 1,591 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Entropy Technologies, LP | History | No change | 55,395 | 1,581 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 55,900 | 1,575 | 0.02% | 0.02% | 139 | +1,100 | 2.01% | Q3 2026 | Oct 20, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 55,713 | 1,569 | 0.03% | 0.03% | 140 | -341 | -0.61% | Q3 2026 | Oct 13, 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | History | Added to | 54,562 | 1,537 | 0.21% | 0.21% | 141 | +205 | 0.38% | Q3 2026 | Oct 28, 2026 |
| Arizona State Retirement System | History | Added to | 53,888 | 1,518 | 0.01% | 0.01% | 142 | +921 | 1.74% | Q3 2026 | Nov 03, 2026 |
| FORMULA GROWTH LTD | History | No change | 51,912 | 1,482 | 0.52% | 0.52% | 143 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 51,630 | 1,474 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 51,052 | 1,457 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 48,555 | 1,386 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 48,401 | 1,382 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 48,036 | 1,371 | 0.08% | 0.08% | 148 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 48,360 | 1,362 | 0.02% | 0.02% | 149 | -2,452 | -4.83% | Q3 2026 | Oct 22, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 47,259 | 1,349 | 0.07% | 0.07% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 45,995 | 1,313 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Millennium Capital Advisors, LLC | History | Reduced | 45,359 | 1,278 | 0.67% | 0.71% | 153 | -499 | -1.09% | Q3 2026 | Oct 16, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 44,764 | 1,278 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 44,886 | 1,264 | 0.01% | 0.01% | 154 | +43 | 0.1% | Q3 2026 | Nov 03, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 44,130 | 1,243 | 0.01% | 0.01% | 155 | +300 | 0.68% | Q3 2026 | Oct 27, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 43,500 | 1,241 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 42,136 | 1,202 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 40,500 | 1,156 | 0.07% | 0.07% | 158 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quantinno Capital Management LP | History | No change | 39,628 | 1,131 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 39,498 | 1,127 | 0.18% | 0.18% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 39,874 | 1,123 | 0.01% | 0.0% | 161 | +20,961 | 110.83% | Q3 2026 | Oct 23, 2026 |
| ASSETMARK, INC | History | Added to | 39,792 | 1,121 | 0.0% | 0.0% | 162 | +39,268 | 7493.89% | Q3 2026 | Oct 21, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 38,700 | 1,105 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 38,966 | 1,098 | 0.01% | 0.01% | 164 | +300 | 0.78% | Q3 2026 | Oct 29, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 37,823 | 1,065 | 0.22% | 0.13% | 165 | +14,270 | 60.59% | Q3 2026 | Oct 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 36,938 | 1,054 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 36,728 | 1,048 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| NICOLET BANKSHARES INC | History | No change | 36,390 | 1,038 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 35,481 | 1,012 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 35,302 | 994 | 0.53% | 0.58% | 170 | +275 | 0.79% | Q3 2026 | Nov 02, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 34,703 | 990 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 34,548 | 986 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 34,000 | 970 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 33,737 | 963 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 32,500 | 927 | 0.17% | 0.17% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 32,876 | 926 | 0.06% | 0.06% | 176 | +2,324 | 7.61% | Q3 2026 | Oct 22, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 31,899 | 898 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 29,000 | 817 | 0.01% | 0.0% | 178 | +16,700 | 135.77% | Q3 2026 | Oct 28, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 28,193 | 794 | 0.0% | 0.0% | 179 | -3,376 | -10.69% | Q3 2026 | Nov 03, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 27,594 | 787 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| XPONANCE LLC | History | Reduced | 26,965 | 759 | 0.0% | 0.0% | 181 | -920 | -3.3% | Q3 2026 | Nov 03, 2026 |
| AMG National Trust Bank | History | New | 26,583 | 749 | 0.02% | — | 182 | +26,583 | New | Q3 2026 | Nov 05, 2026 |
| SummitTX Capital, L.P. | History | No change | 25,894 | 739 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 25,507 | 728 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 25,177 | 720 | 0.07% | 0.07% | 185 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 25,050 | 715 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | No change | 24,939 | 712 | 0.08% | 0.08% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 25,095 | 706 | 0.01% | 0.01% | 188 | +6,741 | 36.73% | Q3 2026 | Oct 15, 2026 |
| Wallace Hart LLC | History | No change | 24,705 | 705 | 0.44% | 0.44% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 24,633 | 703 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STRS OHIO | History | Added to | 24,900 | 701 | 0.0% | 0.0% | 191 | +9,500 | 61.69% | Q3 2026 | Oct 30, 2026 |
| Corient Private Wealth LP | History | No change | 24,098 | 688 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CHICAGO TRUST Co NA | History | No change | 24,371 | 686 | 0.09% | 0.1% | 193 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 23,872 | 681 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BTC Capital Management, Inc. | History | No change | 23,440 | 669 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 22,840 | 652 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Added to | 22,769 | 641 | 0.01% | 0.01% | 197 | +7,441 | 48.55% | Q3 2026 | Nov 03, 2026 |
| Inspire Investing, LLC | History | Reduced | 22,647 | 638 | 0.03% | 0.03% | 198 | -1,112 | -4.68% | Q3 2026 | Oct 22, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 22,621 | 637 | 0.04% | 0.04% | 199 | +654 | 2.98% | Q3 2026 | Oct 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 22,277 | 636 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 22,261 | 635 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pacer Advisors, Inc. | History | No change | 21,051 | 601 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 20,790 | 593 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DRW Securities, LLC | History | No change | 20,285 | 579 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 20,022 | 571 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | No change | 19,594 | 559 | 0.1% | 0.1% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 19,141 | 546 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 18,871 | 538 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 18,289 | 522 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 18,363 | 517 | 0.01% | — | 211 | +18,363 | New | Q3 2026 | Oct 23, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 18,139 | 517 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Reduced | 17,812 | 501 | 0.13% | 0.14% | 212 | -400 | -2.2% | Q3 2026 | Oct 28, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 17,149 | 489 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 16,882 | 481 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BCS Wealth Management | History | No change | 17,000 | 479 | 0.09% | 0.09% | 215 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| EntryPoint Capital, LLC | History | No change | 16,472 | 470 | 0.11% | 0.11% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 16,326 | 466 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 16,305 | 465 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 15,953 | 455 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mendel Capital Management LLC | History | No change | 15,872 | 453 | 0.2% | 0.2% | 220 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 15,853 | 452 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MBL Wealth, LLC | History | New | 15,826 | 445 | 0.03% | — | 223 | +15,826 | New | Q3 2026 | Oct 22, 2026 |
| Apella Capital, LLC | History | Added to | 15,804 | 445 | 0.01% | 0.01% | 222 | +1,270 | 8.74% | Q3 2026 | Oct 08, 2026 |
| Pathstone Holdings, LLC | History | No change | 15,096 | 431 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 13,813 | 425 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FEDERATED HERMES, INC. | History | No change | 14,472 | 413 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 14,445 | 412 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| West Family Investments, Inc. | History | No change | 14,405 | 411 | 0.12% | 0.12% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 14,541 | 409 | 0.01% | 0.01% | 229 | +2,145 | 17.3% | Q3 2026 | Nov 04, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 14,286 | 407 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 13,383 | 402 | 0.01% | 0.0% | 231 | +5,374 | 67.1% | Q3 2026 | Oct 26, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 14,098 | 402 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First National Advisers, LLC | History | No change | 13,855 | 395 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | No change | 13,737 | 392 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 13,234 | 377 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 12,889 | 367 | 0.09% | 0.09% | 236 | 0 | 0.0% | Q2 2026 | Sep 29, 2026 |
| Lido Advisors, LLC | History | Added to | 13,007 | 366 | 0.0% | 0.0% | 237 | +4,014 | 44.63% | Q3 2026 | Nov 04, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 12,789 | 362 | 0.01% | 0.01% | 238 | +196 | 1.56% | Q3 2026 | Oct 20, 2026 |
| Vise Technologies, Inc. | History | Added to | 12,840 | 361 | 0.0% | 0.0% | 239 | +3,302 | 34.62% | Q3 2026 | Oct 28, 2026 |
| Parcion Private Wealth LLC | History | Added to | 12,775 | 360 | 0.02% | 0.01% | 240 | +5,568 | 77.26% | Q3 2026 | Oct 28, 2026 |
| Snowden Capital Advisors LLC | History | No change | 12,626 | 360 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | History | No change | 12,100 | 345 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | Added to | 12,216 | 344 | 0.02% | 0.02% | 243 | +227 | 1.89% | Q3 2026 | Oct 26, 2026 |
| HighTower Advisors, LLC | History | No change | 12,008 | 342 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 12,004 | 342 | 0.13% | 0.13% | 245 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 11,440 | 326 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 11,324 | 323 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 11,450 | 322 | 0.0% | 0.0% | 248 | +1,368 | 13.57% | Q3 2026 | Oct 20, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 11,252 | 317 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Pallas Capital Advisors LLC | History | No change | 11,065 | 315 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 11,159 | 314 | 0.0% | 0.0% | 251 | -340 | -2.96% | Q3 2026 | Oct 21, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 10,978 | 313 | 0.05% | 0.05% | 252 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 10,390 | 292 | 0.01% | 0.01% | 253 | -615 | -5.59% | Q3 2026 | Oct 28, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 10,206 | 290 | 0.01% | — | 255 | +10,206 | New | Q3 2026 | Oct 09, 2026 |
| Man Group plc | History | No change | 10,174 | 290 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 10,136 | 289 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASK CAPITAL INVESTMENT MANAGERS, LLC | History | New | 10,000 | 281 | 0.29% | — | 257 | +10,000 | New | Q3 2026 | Oct 14, 2026 |
| Argent Trust Co | History | No change | 9,500 | 271 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CFO4Life Group, LLC | History | No change | 9,458 | 270 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FourThought Financial Partners, LLC | History | No change | 9,367 | 267 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 9,093 | 266 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 9,301 | 265 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Disciplined Investments, LLC | History | No change | 9,269 | 264 | 0.09% | 0.09% | 263 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 9,160 | 261 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DnB Asset Management AS | History | No change | 9,106 | 259 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 9,127 | 257 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Waverly Advisors, LLC | History | No change | 9,020 | 257 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,904 | 254 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | No change | 8,867 | 253 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | New | 8,907 | 250 | 0.0% | — | 270 | +8,907 | New | Q3 2026 | Nov 03, 2026 |
| StoneX Group Inc. | History | New | 8,480 | 247 | 0.01% | — | 272 | +8,480 | New | Q3 2026 | Nov 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 8,671 | 247 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 8,477 | 242 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | New | 8,462 | 241 | 0.01% | — | 274 | +8,462 | New | Q3 2026 | Oct 13, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 8,424 | 237 | 0.02% | 0.02% | 275 | +295 | 3.63% | Q3 2026 | Nov 03, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,225 | 234 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 8,088 | 230 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trust Point Inc. | History | Added to | 8,133 | 229 | 0.02% | 0.02% | 279 | +952 | 13.26% | Q3 2026 | Oct 27, 2026 |
| Atria Investments, Inc | History | Reduced | 8,159 | 229 | 0.0% | 0.0% | 278 | -307 | -3.63% | Q3 2026 | Oct 15, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 7,587 | 216 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | No change | 7,128 | 201 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| AlphaGrep UK Ltd | History | No change | 7,069 | 201 | 0.06% | 0.06% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 7,008 | 200 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compass Ion Advisors, LLC | History | No change | 7,125 | 200 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Naviter Wealth, LLC | History | No change | 7,036 | 200 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 6,759 | 192 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 6,420 | 180 | 0.02% | 0.02% | 287 | -720 | -10.08% | Q3 2026 | Oct 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,254 | 148 | 0.0% | 0.0% | 288 | +1,625 | 44.78% | Q3 2026 | Oct 23, 2026 |
| Caldwell Trust Co | History | No change | 5,132 | 144 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 4,855 | 136 | 0.01% | 0.01% | 290 | +858 | 21.47% | Q3 2026 | Oct 27, 2026 |
| Hamilton Capital Partners Inc. | History | No change | 4,687 | 133 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 4,209 | 118 | 0.01% | 0.0% | 292 | +2,352 | 126.66% | Q3 2026 | Oct 01, 2026 |
| Smartleaf Asset Management LLC | History | No change | 4,118 | 118 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 4,112 | 117 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,926 | 110 | 0.0% | 0.0% | 295 | +2,896 | 281.17% | Q3 2026 | Oct 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,846 | 108 | 0.01% | 0.01% | 296 | +49 | 1.29% | Q3 2026 | Oct 27, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,771 | 106 | 0.0% | 0.0% | 297 | -39 | -1.02% | Q3 2026 | Oct 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,689 | 103 | 0.0% | 0.0% | 298 | +2,397 | 185.53% | Q3 2026 | Nov 04, 2026 |
| Nykredit A/S | History | No change | 3,517 | 100 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| UMB Bank, n.a. | History | No change | 3,498 | 99 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 3,504 | 98 | 0.0% | — | 301 | +3,504 | New | Q3 2026 | Oct 21, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 3,467 | 97 | 0.01% | 0.0% | 302 | +2,321 | 202.53% | Q3 2026 | Oct 26, 2026 |
| GAMMA Investing LLC | History | Added to | 2,869 | 80 | 0.0% | 0.0% | 303 | +387 | 15.59% | Q3 2026 | Oct 08, 2026 |
| Essential Partners LLC | History | Added to | 2,781 | 78 | 0.04% | 0.03% | 304 | +576 | 26.12% | Q3 2026 | Oct 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 2,600 | 74 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFG Advisory, LLC | History | No change | 2,500 | 71 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 2,378 | 67 | 0.04% | 0.04% | 307 | +61 | 2.63% | Q3 2026 | Oct 21, 2026 |
| NFSG Corp | History | Added to | 2,250 | 63 | 0.01% | 0.01% | 308 | +18 | 0.81% | Q3 2026 | Oct 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,000 | 57 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | Added to | 1,935 | 55 | 0.04% | 0.02% | 310 | +798 | 70.18% | Q3 2026 | Oct 30, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,800 | 51 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | Added to | 1,679 | 47 | 0.01% | 0.01% | 312 | +640 | 61.6% | Q3 2026 | Oct 13, 2026 |
| Optiver Holding B.V. | History | No change | 1,626 | 46 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,616 | 46 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,620 | 45 | 0.0% | 0.0% | 315 | +623 | 62.49% | Q3 2026 | Nov 03, 2026 |
| Ancora Advisors LLC | History | No change | 1,576 | 44 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 1,470 | 41 | 0.0% | — | 317 | +1,470 | New | Q3 2026 | Oct 30, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,425 | 40 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Blue Trust, Inc. | History | Added to | 1,325 | 37 | 0.0% | 0.0% | 320 | +1,075 | 430.0% | Q3 2026 | Oct 15, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 1,322 | 37 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 1,293 | 36 | 0.0% | 0.0% | 321 | +1,074 | 490.41% | Q3 2026 | Oct 16, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,177 | 33 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 905 | 25 | 0.0% | 0.0% | 323 | -88 | -8.86% | Q3 2026 | Oct 26, 2026 |
| KFG LLC | History | New | 848 | 23 | 0.02% | — | 325 | +848 | New | Q3 2026 | Nov 02, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 830 | 23 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 753 | 21 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Centerpoint Advisors, LLC | History | No change | 741 | 21 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 690 | 19 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WPG Advisers, LLC | History | No change | 640 | 18 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Bayforest Capital Ltd | History | New | 476 | 13 | 0.02% | — | 330 | +476 | New | Q3 2026 | Nov 03, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 461 | 12 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 434 | 12 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quarry LP | History | No change | 414 | 11 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 357 | 10 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key FInancial Inc | History | No change | 342 | 9 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Synergy Investment Management, LLC | History | No change | 284 | 8 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 294 | 8 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 270 | 7 | 0.0% | 0.0% | 339 | +1 | 0.37% | Q3 2026 | Oct 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 265 | 7 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 248 | 7 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CVA Family Office, LLC | History | No change | 212 | 6 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elyxium Wealth, LLC | History | New | 205 | 5 | 0.0% | — | 345 | +205 | New | Q3 2026 | Oct 27, 2026 |
| GK Wealth Management LLC | History | New | 183 | 5 | 0.0% | — | 346 | +183 | New | Q3 2026 | Oct 09, 2026 |
| DANSKE BANK A/S | History | No change | 200 | 5 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 191 | 5 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 206 | 5 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 147 | 4 | 0.0% | — | 355 | +147 | New | Q3 2026 | Nov 05, 2026 |
| Fortitude Family Office, LLC | History | Added to | 147 | 4 | 0.0% | 0.0% | 352 | +33 | 28.95% | Q3 2026 | Oct 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 147 | 4 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 160 | 4 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Marquette Asset Management, LLC | History | No change | 177 | 4 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 162 | 4 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Avion Wealth | History | No change | 152 | 4 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Rialto Wealth Management, LLC | History | No change | 147 | 4 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 148 | 4 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Wealth Management, LLC | History | New | 124 | 3 | 0.0% | — | 359 | +124 | New | Q3 2026 | Nov 03, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 140 | 3 | 0.0% | 0.0% | 357 | -63 | -31.03% | Q3 2026 | Oct 19, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 119 | 3 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 119 | 3 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| City State Bank | History | New | 105 | 2 | 0.0% | — | 367 | +105 | New | Q3 2026 | Oct 20, 2026 |
| Ascentis Independent Advisors | History | New | 103 | 2 | 0.0% | — | 366 | +103 | New | Q3 2026 | Nov 03, 2026 |
| MATHER GROUP, LLC. | History | New | 95 | 2 | 0.0% | — | 365 | +95 | New | Q3 2026 | Oct 14, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 91 | 2 | 0.0% | — | 368 | +91 | New | Q3 2026 | Oct 15, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 97 | 2 | 0.0% | 0.0% | 362 | +31 | 46.97% | Q3 2026 | Oct 27, 2026 |
| Torren Management, LLC | History | Reduced | 78 | 2 | 0.0% | 0.0% | 364 | -1 | -1.27% | Q3 2026 | Oct 29, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 95 | 2 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Larson Financial Group LLC | History | No change | 74 | 2 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 43 | 1 | 0.0% | 0.0% | 371 | -62 | -59.05% | Q3 2026 | Oct 05, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 41 | 1 | 0.0% | — | 374 | +8 | 24.24% | Q3 2026 | Nov 03, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 62 | 1 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| S&T BANK/PA | History | No change | 63 | 1 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 61 | 1 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | No change | 33 | 1 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 37 | 1 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Sachetta, LLC | History | No change | 55 | 1 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 70 | 1 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Financial Management LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,061 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -17,279 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Teza Capital Management LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -8,512 | -100.0% | Q3 2026 | Oct 23, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,548 | -100.0% | Q3 2026 | Oct 20, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | Closed out | 0 | 0 | — | 0.04% | — | -7,083 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -787 | -100.0% | Q3 2026 | Oct 16, 2026 |
| GODSEY & GIBB, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -420 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q3 2026 | Oct 07, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q3 2026 | Oct 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Oct 16, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Hughes Financial Services, LLC | History | Added to | 11 | 0 | — | — | — | +8 | 266.67% | Q3 2026 | Oct 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Manchester Capital Management LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 22, 2026 |
| MASECO LLP | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 27, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SHP Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Dunhill Financial, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Breakwater Investment Management | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| HFM Investment Advisors, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Planning Strategies Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| James T. Borello RIA | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |