HOPE BANCORP INC - HOPE
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 | 18,472,441 | 252,703 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 11,438,933 | 156,484 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 7,577,648 | 103,662 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 7,572,597 | 103,593 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 7,575,967 | 100,686 | 0.02% | 0.02% | 5 | +90,259 | 1.21% | Q3 2026 | Nov 04, 2026 |
| HoldCo Asset Management, LP | History | No change | 6,262,187 | 85,666 | 5.5% | 5.5% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 5,713,383 | 78,159 | 0.21% | 0.21% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 5,526,205 | 75,598 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 4,240,170 | 58,006 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 3,609,775 | 49,381 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 3,412,092 | 46,685 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 3,278,584 | 44,851 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | No change | 2,422,011 | 33,133 | 0.31% | 0.31% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,000,317 | 27,364 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,836,449 | 25,122 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,672,055 | 22,873 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,552,772 | 21,241 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 1,506,600 | 20,610 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 1,115,511 | 15,260 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rhino Investment Partners, Inc | History | No change | 897,937 | 12,283 | 3.72% | 3.72% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 889,819 | 12,172 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 884,370 | 12,098 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 840,274 | 11,494 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 809,919 | 11,079 | 0.19% | 0.19% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 759,084 | 10,384 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 650,059 | 8,892 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 596,116 | 8,154 | 0.21% | 0.21% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 610,397 | 8,112 | 0.0% | 0.0% | 28 | -7,391 | -1.2% | Q3 2026 | Nov 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 585,306 | 8,006 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 570,000 | 7,797 | 0.07% | 0.07% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 501,131 | 6,855 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 496,619 | 6,793 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 487,687 | 6,671 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 450,566 | 6,163 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 441,774 | 6,035 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 439,937 | 6,018 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 403,700 | 5,522 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 376,676 | 5,152 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 453,676 | 5,067 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 334,682 | 4,578 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 331,938 | 4,540 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 286,890 | 3,924 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 267,201 | 3,655 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Verition Fund Management LLC | History | No change | 264,867 | 3,623 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 244,457 | 3,344 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 244,390 | 3,343 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GABELLI FUNDS LLC | History | No change | 230,000 | 3,146 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 229,281 | 3,136 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 222,034 | 3,090 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 202,900 | 2,775 | 0.51% | 0.51% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 202,316 | 2,767 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 193,915 | 2,653 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridge City Capital, LLC | History | Added to | 194,606 | 2,586 | 0.54% | 0.5% | 53 | +34,171 | 21.3% | Q3 2026 | Oct 29, 2026 |
| Cresset Asset Management, LLC | History | No change | 181,841 | 2,487 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 171,411 | 2,344 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 164,303 | 2,247 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 158,847 | 2,173 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 155,861 | 2,132 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 153,905 | 2,105 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 150,968 | 2,065 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 147,681 | 2,020 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 147,424 | 2,016 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 146,881 | 2,009 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 137,473 | 1,880 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 133,870 | 1,831 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 128,913 | 1,763 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SEI INVESTMENTS CO | History | No change | 124,187 | 1,698 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 118,157 | 1,612 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 116,195 | 1,589 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 111,218 | 1,521 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 102,677 | 1,404 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 102,113 | 1,397 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 100,880 | 1,340 | 0.0% | 0.0% | 73 | -39,482 | -28.13% | Q3 2026 | Nov 04, 2026 |
| Creative Planning | History | Added to | 100,056 | 1,329 | 0.0% | 0.0% | 74 | +647 | 0.65% | Q3 2026 | Nov 02, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 93,374 | 1,277 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STRS OHIO | History | Added to | 92,600 | 1,230 | 0.0% | 0.0% | 76 | +21,800 | 30.79% | Q3 2026 | Oct 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 83,948 | 1,148 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 83,958 | 1,115 | 0.0% | — | 78 | +83,958 | New | Q3 2026 | Nov 05, 2026 |
| NATIXIS | History | No change | 75,900 | 1,038 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 72,917 | 997 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MetLife Investment Management, LLC | History | No change | 72,921 | 997 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 72,809 | 996 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 70,310 | 961 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 68,362 | 935 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Holdings, LLC | History | No change | 67,965 | 929 | 0.29% | 0.29% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 66,486 | 883 | 0.01% | 0.01% | 86 | -560 | -0.84% | Q3 2026 | Nov 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 63,131 | 863 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Four Tree Island Advisory LLC | History | No change | 59,190 | 809 | 0.27% | 0.27% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 57,621 | 788 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 56,438 | 772 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 56,341 | 758 | 0.02% | 0.02% | 91 | +485 | 0.87% | Q3 2026 | Oct 09, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 55,475 | 758 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 54,860 | 750 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 54,164 | 740 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 54,400 | 722 | 0.01% | 0.01% | 95 | -1,600 | -2.86% | Q3 2026 | Oct 20, 2026 |
| BAILARD, INC. | History | New | 50,905 | 676 | 0.01% | — | 96 | +50,905 | New | Q3 2026 | Oct 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 49,169 | 672 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 47,105 | 644 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 43,251 | 591 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 43,171 | 590 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jupiter Topco LLC | History | No change | 42,577 | 582 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 41,874 | 573 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 41,044 | 561 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 39,854 | 545 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 39,504 | 540 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 36,906 | 504 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Watershed Asset Management, L.L.C. | History | No change | 36,654 | 501 | 0.45% | 0.45% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 35,820 | 490 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 34,201 | 454 | 0.0% | 0.0% | 110 | +595 | 1.77% | Q3 2026 | Nov 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 33,244 | 454 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| AMALGAMATED BANK | History | Reduced | 33,044 | 439 | 0.0% | 0.0% | 111 | -1,222 | -3.57% | Q3 2026 | Oct 23, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 31,941 | 437 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 32,476 | 431 | 0.0% | 0.01% | 114 | -1,446 | -4.26% | Q3 2026 | Oct 22, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 32,500 | 431 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Corient Private Wealth LP | History | No change | 31,521 | 431 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SG Americas Securities, LLC | History | No change | 30,813 | 422 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 30,589 | 418 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 29,734 | 406 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 30,098 | 400 | 0.0% | 0.0% | 119 | -217 | -0.72% | Q3 2026 | Nov 03, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 29,301 | 400 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 28,830 | 394 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Achmea Investment Management B.V. | History | New | 29,600 | 393 | 0.0% | — | 122 | +29,600 | New | Q3 2026 | Oct 30, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 28,699 | 381 | 0.0% | 0.0% | 123 | -400 | -1.37% | Q3 2026 | Oct 29, 2026 |
| AE Wealth Management LLC | History | No change | 27,736 | 379 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 27,317 | 373 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 27,322 | 373 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 26,486 | 362 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 27,162 | 361 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Legato Capital Management LLC | History | No change | 26,080 | 356 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 26,000 | 355 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 26,519 | 352 | 0.0% | 0.01% | 131 | -20,640 | -43.77% | Q3 2026 | Oct 15, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 25,708 | 351 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 24,912 | 340 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | No change | 24,382 | 333 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 24,225 | 331 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Neuberger Berman Group LLC | History | No change | 23,859 | 326 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 22,971 | 314 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Everhart Financial Group, Inc. | History | No change | 23,603 | 313 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 22,521 | 308 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 22,149 | 303 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 22,130 | 294 | 0.05% | 0.04% | 141 | +157 | 0.71% | Q3 2026 | Oct 14, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 21,453 | 293 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 21,775 | 289 | 0.01% | 0.01% | 143 | -261 | -1.18% | Q3 2026 | Oct 13, 2026 |
| iSAM Funds (UK) Ltd | History | No change | 20,900 | 285 | 0.2% | 0.2% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 20,470 | 280 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diametric Capital, LP | History | No change | 19,968 | 273 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 19,669 | 269 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cetera Investment Advisers | History | No change | 19,158 | 262 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maryland State Retirement & Pension System | History | No change | 18,760 | 256 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 74,887 | 249 | 0.0% | 0.0% | 151 | +4,630 | 6.59% | Q3 2026 | Oct 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 18,224 | 249 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jain Global LLC | History | No change | 18,227 | 249 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 18,032 | 239 | 0.0% | 0.0% | 153 | -2,502 | -12.18% | Q3 2026 | Nov 03, 2026 |
| ProShare Advisors LLC | History | Reduced | 17,189 | 228 | 0.0% | 0.0% | 154 | -686 | -3.84% | Q3 2026 | Oct 28, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 16,365 | 223 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 16,121 | 220 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | Reduced | 16,033 | 213 | 0.0% | 0.0% | 157 | -809 | -4.8% | Q3 2026 | Oct 28, 2026 |
| Fulcrum Asset Management LLP | History | New | 15,732 | 211 | 0.01% | — | 158 | +15,732 | New | Q3 2026 | Nov 04, 2026 |
| State of Wyoming | History | New | 15,287 | 203 | 0.02% | — | 159 | +15,287 | New | Q3 2026 | Oct 28, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 14,576 | 193 | 0.0% | 0.0% | 160 | -67 | -0.46% | Q3 2026 | Oct 23, 2026 |
| Amundi | History | No change | 14,179 | 193 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 13,616 | 186 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 13,390 | 177 | 0.0% | 0.0% | 163 | +3,359 | 33.49% | Q3 2026 | Oct 23, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 12,401 | 169 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HighTower Advisors, LLC | History | No change | 12,091 | 165 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 12,065 | 165 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Asset Management Inc | History | Reduced | 12,413 | 164 | 0.0% | 0.0% | 168 | -301 | -2.37% | Q3 2026 | Nov 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 11,997 | 164 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 12,197 | 162 | 0.0% | 0.0% | 169 | -711 | -5.51% | Q3 2026 | Oct 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,886 | 162 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 11,743 | 160 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Sep 29, 2026 |
| Curi Capital, LLC | History | No change | 11,655 | 159 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Park Capital Management, LLC / WI | History | New | 11,834 | 157 | 0.08% | — | 174 | +11,834 | New | Q3 2026 | Oct 13, 2026 |
| XPONANCE LLC | History | Reduced | 11,866 | 157 | 0.0% | 0.0% | 173 | -205 | -1.7% | Q3 2026 | Nov 03, 2026 |
| Caprock Group, LLC | History | No change | 11,414 | 156 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 11,356 | 155 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DRW Securities, LLC | History | No change | 11,134 | 152 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 10,933 | 145 | 0.0% | 0.0% | 178 | -170 | -1.53% | Q3 2026 | Oct 21, 2026 |
| INCEPTIONR LLC | History | No change | 10,653 | 145 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 10,391 | 141 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Abel Hall, LLC | History | Reduced | 10,568 | 140 | 0.03% | 0.03% | 181 | -74 | -0.7% | Q3 2026 | Oct 19, 2026 |
| Parallel Advisors, LLC | History | Added to | 10,076 | 133 | 0.0% | 0.0% | 182 | +1,955 | 24.07% | Q3 2026 | Nov 03, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 10,000 | 132 | 0.06% | 0.06% | 183 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 9,525 | 130 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 8,480 | 112 | 0.0% | 0.0% | 185 | +1,469 | 20.95% | Q3 2026 | Oct 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 7,952 | 105 | 0.0% | 0.0% | 186 | -345 | -4.16% | Q3 2026 | Oct 20, 2026 |
| Versant Capital Management, Inc | History | Added to | 7,891 | 104 | 0.01% | 0.01% | 187 | +43 | 0.55% | Q3 2026 | Oct 01, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 6,743 | 92 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 6,515 | 89 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KBC Group NV | History | No change | 5,087 | 68 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 4,095 | 54 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Quantum Portfolio Management LLC | History | No change | 3,889 | 53 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 3,500 | 46 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Salomon & Ludwin, LLC | History | No change | 3,265 | 43 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Heritage Family Offices, LLP | History | New | 3,127 | 41 | 0.01% | — | 197 | +3,127 | New | Q3 2026 | Nov 02, 2026 |
| Blue Trust, Inc. | History | Added to | 3,114 | 41 | 0.0% | 0.0% | 196 | +35 | 1.14% | Q3 2026 | Oct 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 3,000 | 41 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 2,869 | 38 | 0.0% | — | 199 | +2,869 | New | Q3 2026 | Oct 27, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,869 | 38 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 2,828 | 37 | 0.0% | 0.0% | 200 | -82 | -2.82% | Q3 2026 | Oct 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 2,669 | 35 | 0.0% | 0.0% | 202 | -84 | -3.05% | Q3 2026 | Oct 27, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 2,664 | 35 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,544 | 34 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,514 | 33 | 0.0% | 0.0% | 204 | +1,703 | 209.99% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,436 | 32 | 0.0% | 0.0% | 205 | -86 | -3.41% | Q3 2026 | Oct 22, 2026 |
| BESSEMER GROUP INC | History | No change | 2,130 | 29 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | New | 1,876 | 24 | 0.0% | — | 207 | +1,876 | New | Q3 2026 | Oct 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,485 | 20 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,418 | 19 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,179 | 16 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Persistent Asset Partners Ltd | History | No change | 1,129 | 15 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,040 | 14 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 985 | 13 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 970 | 12 | 0.0% | 0.0% | 214 | +475 | 95.96% | Q3 2026 | Oct 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 948 | 12 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 884 | 11 | 0.0% | 0.0% | 219 | +465 | 110.98% | Q3 2026 | Oct 26, 2026 |
| US BANCORP \DE\ | History | No change | 812 | 11 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 824 | 11 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allworth Financial LP | History | No change | 847 | 11 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LRI Investments, LLC | History | No change | 860 | 11 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| True Wealth Design, LLC | History | No change | 774 | 10 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 702 | 9 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 689 | 9 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 602 | 8 | 0.0% | 0.0% | 224 | -344 | -36.36% | Q3 2026 | Nov 04, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 569 | 7 | 0.0% | — | 226 | +569 | New | Q3 2026 | Oct 16, 2026 |
| UMB Bank, n.a. | History | No change | 533 | 7 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 448 | 6 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 504 | 6 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | New | 382 | 5 | 0.0% | — | 231 | +382 | New | Q3 2026 | Oct 21, 2026 |
| Quantbot Technologies LP | History | No change | 388 | 5 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 434 | 5 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 350 | 4 | 0.0% | — | 233 | +350 | New | Q3 2026 | Oct 13, 2026 |
| Quarry LP | History | No change | 306 | 4 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 243 | 3 | 0.0% | 0.0% | 234 | +128 | 111.3% | Q3 2026 | Oct 21, 2026 |
| Valued Wealth Advisors LLC | History | No change | 276 | 3 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 233 | 3 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | No change | 244 | 3 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 160 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 158 | 2 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Rossby Financial, LCC | History | No change | 196 | 2 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WPG Advisers, LLC | History | No change | 185 | 2 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Clark Wealth Partners | History | New | 121 | 1 | 0.0% | — | 249 | +121 | New | Q3 2026 | Oct 16, 2026 |
| Ascentis Wealth Management, LLC | History | New | 95 | 1 | 0.0% | — | 248 | +95 | New | Q3 2026 | Nov 03, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 121 | 1 | 0.0% | 0.0% | 244 | +41 | 51.25% | Q3 2026 | Oct 22, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 132 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 123 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 84 | 1 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Kilter Group LLC | History | No change | 126 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -125,698 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SummerHaven Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -63,563 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Inspire Investing, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -49,779 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,956 | -100.0% | Q3 2026 | Oct 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,574 | -100.0% | Q3 2026 | Nov 02, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 23 | 0 | — | 0.0% | — | -845 | -97.35% | Q3 2026 | Oct 15, 2026 |
| JCSD Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -214 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 33 | 0 | — | 0.0% | — | -44 | -57.14% | Q3 2026 | Oct 29, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 35 | 0 | — | — | — | +35 | New | Q3 2026 | Oct 23, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 30 | 0 | — | — | — | +30 | New | Q3 2026 | Oct 15, 2026 |
| UMB Private Wealth Management, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q3 2026 | Oct 19, 2026 |
| GODSEY & GIBB, INC | History | New | 26 | 0 | — | — | — | +26 | New | Q3 2026 | Oct 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2026 | Nov 04, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2026 | Oct 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Covestor Ltd | History | Reduced | 20 | 0 | — | — | — | -10 | -33.33% | Q3 2026 | Oct 30, 2026 |
| Davis Capital Management | History | Added to | 10 | 0 | — | — | — | +4 | 66.67% | Q3 2026 | Oct 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 13 | 0 | — | — | — | +1 | 8.33% | Q3 2026 | Oct 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Larson Financial Group LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 69 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nemes Rush Group LLC | History | No change | 74 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bare Financial Services, Inc | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Ankerstar Wealth, LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |