HSBC HOLDINGS PLC - HSBC
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.
Showing first 300 of
727 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | No change | 18,572,508 | 1,766,059 | 0.53% | 0.53% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 9,812,755 | 933,094 | 0.17% | 0.17% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 8,077,493 | 768,089 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 5,658,007 | 538,019 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 4,336,546 | 412,362 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,012,114 | 286,421 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanders Capital, LLC | History | No change | 2,632,430 | 250,317 | 0.25% | 0.25% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 2,480,130 | 235,835 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,399,615 | 228,179 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,665,928 | 158,413 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,423,561 | 135,367 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,307,600 | 124,339 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,248,532 | 118,722 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | No change | 1,057,593 | 100,566 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 896,600 | 85,257 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 716,556 | 68,137 | 0.31% | 0.31% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 667,970 | 63,517 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 605,426 | 57,570 | 0.07% | 0.07% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 594,134 | 56,496 | 1.86% | 1.86% | 19 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 574,663 | 54,639 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 463,366 | 44,061 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 445,799 | 42,390 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tredje AP-fonden | History | No change | 441,900 | 42,020 | 0.19% | 0.19% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 439,037 | 41,744 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 438,944 | 41,739 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 436,721 | 41,527 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1832 Asset Management L.P. | History | No change | 433,579 | 41,229 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 433,418 | 41,213 | 0.53% | 0.53% | 28 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 419,122 | 39,854 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 413,625 | 39,331 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 408,789 | 38,871 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 135,731 | 38,324 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 397,504 | 37,798 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 392,331 | 37,306 | 0.07% | 0.07% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 370,766 | 35,256 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | No change | 342,206 | 32,540 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 326,206 | 31,018 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 313,988 | 29,857 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | No change | 300,000 | 28,527 | 0.11% | 0.11% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABC ARBITRAGE SA | History | No change | 283,637 | 26,971 | 2.91% | 2.91% | 40 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 264,385 | 25,140 | 0.21% | 0.21% | 41 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HighTower Advisors, LLC | History | No change | 251,966 | 23,959 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 244,290 | 23,229 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 240,037 | 22,825 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Promethos Capital, LLC | History | No change | 235,463 | 22,390 | 6.09% | 6.09% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 227,340 | 21,617 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 226,900 | 21,575 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 224,000 | 21,300 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 219,700 | 20,891 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Foresight Global Investors, Inc. | History | No change | 213,514 | 20,303 | 12.31% | 12.31% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | No change | 212,178 | 20,175 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beck Bode, LLC | History | No change | 208,170 | 19,794 | 3.0% | 3.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 200,940 | 19,107 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 188,863 | 17,958 | 0.27% | 0.27% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 188,290 | 17,904 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Twin Tree Management, LP | History | No change | 185,000 | 17,591 | 0.33% | 0.33% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 177,484 | 16,876 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 174,752 | 16,617 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethic Inc. | History | No change | 174,381 | 16,581 | 0.21% | 0.21% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| American Assets Investment Management, LLC | History | No change | 166,918 | 15,872 | 0.96% | 0.96% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 157,469 | 14,973 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 149,306 | 14,198 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 147,954 | 14,069 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 145,568 | 13,841 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 140,755 | 13,384 | 0.11% | 0.11% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOMURA HOLDINGS INC | History | No change | 140,648 | 13,374 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 135,190 | 12,855 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | No change | 126,625 | 12,041 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 125,095 | 11,998 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 125,086 | 11,890 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 122,531 | 11,651 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | No change | 120,855 | 11,492 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 120,358 | 11,444 | 0.15% | 0.15% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 118,360 | 11,254 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 115,369 | 10,970 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 112,365 | 10,684 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manatuck Hill Partners, LLC | History | No change | 107,448 | 10,217 | 3.39% | 3.39% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 102,153 | 9,713 | 0.1% | 0.1% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 98,141 | 9,332 | 0.18% | 0.18% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Naviter Wealth, LLC | History | No change | 94,781 | 9,012 | 0.82% | 0.82% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | No change | 92,143 | 8,761 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 90,839 | 8,637 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 87,615 | 8,331 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 87,439 | 8,314 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bellars Harris Wealth Management, LLC | History | No change | 84,607 | 8,045 | 1.64% | 1.64% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Callan Family Office, LLC | History | No change | 82,060 | 7,803 | 0.15% | 0.15% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compound Planning, Inc. | History | No change | 79,278 | 7,538 | 0.2% | 0.2% | 87 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vident Advisory, LLC | History | No change | 78,538 | 7,468 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 77,552 | 7,374 | 0.07% | 0.07% | 89 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 77,459 | 7,365 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 77,056 | 7,327 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Americana Partners, LLC | History | No change | 75,309 | 7,161 | 0.16% | 0.16% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 74,546 | 7,088 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 74,500 | 7,084 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 72,877 | 6,929 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HENNESSY ADVISORS INC | History | No change | 70,900 | 6,741 | 0.22% | 0.22% | 96 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ASSETMARK, INC | History | No change | 70,855 | 6,737 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 68,594 | 6,523 | 0.09% | 0.09% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 65,586 | 6,236 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 65,570 | 6,235 | 0.1% | 0.1% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 65,562 | 6,234 | 0.12% | 0.12% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vise Technologies, Inc. | History | No change | 64,551 | 6,138 | 0.07% | 0.07% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 63,521 | 6,040 | 0.29% | 0.29% | 103 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gradient Investments LLC | History | Reduced | 60,734 | 6,031 | 0.09% | 0.08% | 104 | -2,887 | -4.54% | Q3 2026 | Oct 08, 2026 |
| RHUMBLINE ADVISERS | History | No change | 62,157 | 5,910 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | No change | 56,069 | 5,658 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Old Port Advisors | History | No change | 59,281 | 5,636 | 1.11% | 1.11% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 59,033 | 5,613 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Corient Private Wealth LP | History | No change | 58,102 | 5,524 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 57,080 | 5,427 | 0.07% | 0.07% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 56,089 | 5,333 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 52,903 | 5,030 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 52,603 | 5,002 | 0.21% | 0.21% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 51,262 | 4,874 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 50,430 | 4,795 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 50,202 | 4,773 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 49,984 | 4,752 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TrueMark Investments, LLC | History | No change | 48,065 | 4,570 | 0.57% | 0.57% | 118 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OPAL CAPITAL LLC | History | No change | 48,065 | 4,570 | 0.82% | 0.82% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 47,850 | 4,550 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Engineers Gate Manager LP | History | No change | 46,403 | 4,412 | 0.06% | 0.06% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 44,443 | 4,226 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 43,514 | 4,137 | 0.21% | 0.21% | 123 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 42,295 | 4,094 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 41,888 | 3,983 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 40,576 | 3,858 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 40,030 | 3,807 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WCG Wealth Advisors LLC | History | No change | 38,957 | 3,704 | 0.09% | 0.09% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 38,100 | 3,622 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GQG Partners LLC | History | No change | 37,717 | 3,587 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stamos Capital Partners, L.P. | History | No change | 37,215 | 3,538 | 0.54% | 0.54% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 48,890 | 3,525 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 36,603 | 3,480 | 0.17% | 0.17% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 35,828 | 3,407 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aperture Investors, LLC | History | No change | 35,800 | 3,404 | 0.31% | 0.31% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 35,756 | 3,401 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 35,597 | 3,384 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | No change | 34,585 | 3,288 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 34,424 | 3,273 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 34,412 | 3,272 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMJ Financial Wealth Management | History | No change | 38,467 | 3,173 | 0.75% | 0.75% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 32,743 | 3,113 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qtron Investments LLC | History | No change | 32,664 | 3,106 | 0.41% | 0.41% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | No change | 32,650 | 3,104 | 0.1% | 0.1% | 144 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SYON CAPITAL LLC | History | No change | 32,446 | 3,085 | 0.13% | 0.13% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 31,805 | 3,024 | 0.05% | 0.05% | 146 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 32,191 | 3,017 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 31,465 | 2,992 | 1.13% | 1.13% | 148 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kathmere Capital Management, LLC | History | No change | 31,398 | 2,985 | 0.16% | 0.16% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CIBC Asset Management Inc | History | No change | 31,170 | 2,913 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prospera Financial Services Inc | History | No change | 29,125 | 2,770 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CHOREO, LLC | History | No change | 29,032 | 2,760 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ted Buchan & Co | History | No change | 28,214 | 2,682 | 0.88% | 0.88% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 28,046 | 2,666 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 27,982 | 2,660 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 27,951 | 2,657 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 27,845 | 2,647 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 27,827 | 2,646 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 27,600 | 2,624 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 27,434 | 2,608 | 0.08% | 0.08% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 27,079 | 2,574 | 0.07% | 0.07% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 26,926 | 2,560 | 0.23% | 0.23% | 162 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 26,774 | 2,546 | 0.07% | 0.07% | 163 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 26,396 | 2,510 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 26,165 | 2,488 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 26,096 | 2,481 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 25,807 | 2,453 | 0.11% | 0.11% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 24,672 | 2,450 | 0.02% | 0.02% | 168 | +2,061 | 9.12% | Q3 2026 | Oct 08, 2026 |
| AGF MANAGEMENT LTD | History | No change | 25,396 | 2,414 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 25,333 | 2,408 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LVW Advisors, LLC | History | No change | 25,234 | 2,399 | 0.21% | 0.21% | 171 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CenterStar Asset Management, LLC | History | No change | 25,000 | 2,377 | 0.4% | 0.4% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ballentine Partners, LLC | History | No change | 24,879 | 2,365 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 24,818 | 2,359 | 0.11% | 0.11% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 24,745 | 2,352 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 24,167 | 2,298 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 24,089 | 2,290 | 0.04% | 0.04% | 177 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | No change | 23,555 | 2,239 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 23,446 | 2,229 | 0.14% | 0.14% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 23,013 | 2,188 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 23,000 | 2,187 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FCG Investment Co | History | No change | 22,945 | 2,181 | 0.75% | 0.75% | 182 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | No change | 22,722 | 2,160 | 0.79% | 0.79% | 183 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GABELLI FUNDS LLC | History | No change | 22,700 | 2,158 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 22,528 | 2,142 | 1.11% | 1.11% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Planning, LLC | History | No change | 22,281 | 2,118 | 0.49% | 0.49% | 186 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 21,976 | 2,089 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 21,951 | 2,087 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aprio Wealth Management, LLC | History | No change | 21,870 | 2,079 | 0.1% | 0.1% | 189 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 48,742 | 2,033 | 0.48% | 0.48% | 190 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global Retirement Partners, LLC | History | No change | 20,581 | 1,957 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EARNEST PARTNERS LLC | History | No change | 20,449 | 1,944 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 20,406 | 1,940 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 19,526 | 1,939 | 0.17% | 0.16% | 194 | +408 | 2.13% | Q3 2026 | Oct 01, 2026 |
| GAMMA Investing LLC | History | Added to | 19,307 | 1,917 | 0.06% | 0.06% | 196 | +1,917 | 11.02% | Q3 2026 | Oct 08, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 20,165 | 1,917 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Abel Hall, LLC | History | No change | 20,096 | 1,910 | 0.33% | 0.33% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 20,022 | 1,903 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RBF Capital, LLC | History | No change | 20,000 | 1,901 | 0.08% | 0.08% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 19,652 | 1,868 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 19,525 | 1,856 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PCM Encore, LLC | History | No change | 19,447 | 1,849 | 0.32% | 0.32% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 19,379 | 1,842 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Everstar Asset Management, LLC | History | No change | 15,973 | 1,803 | 0.87% | 0.87% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | No change | 18,850 | 1,792 | 0.87% | 0.87% | 205 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| OneAscent Investment Solutions LLC | History | No change | 18,588 | 1,767 | 1.67% | 1.67% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 18,204 | 1,731 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avestar Capital, LLC | History | No change | 18,185 | 1,729 | 0.1% | 0.1% | 208 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ellevest, Inc. | History | No change | 17,993 | 1,710 | 0.2% | 0.2% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DRW Securities, LLC | History | No change | 17,864 | 1,698 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 17,681 | 1,681 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 17,491 | 1,663 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GREENLEAF TRUST | History | No change | 17,284 | 1,643 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PDS Planning, Inc | History | No change | 17,023 | 1,618 | 0.09% | 0.09% | 214 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HB Wealth Management, LLC | History | No change | 16,887 | 1,605 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 16,391 | 1,558 | 0.09% | 0.09% | 216 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bleakley Financial Group, LLC | History | No change | 16,224 | 1,542 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | No change | 16,074 | 1,528 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Henry James International Management Inc. | History | No change | 16,027 | 1,524 | 0.46% | 0.46% | 219 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AE Wealth Management LLC | History | No change | 15,819 | 1,504 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Soltis Investment Advisors LLC | History | No change | 15,721 | 1,494 | 0.08% | 0.08% | 221 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Invesco Ltd. | History | No change | 15,431 | 1,467 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 14,959 | 1,422 | 0.07% | 0.07% | 223 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 14,905 | 1,417 | 0.07% | 0.07% | 224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Horizon Investments, LLC | History | No change | 14,883 | 1,415 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 14,767 | 1,404 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 14,755 | 1,403 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CREDIT AGRICOLE S A | History | No change | 14,545 | 1,383 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frec Markets, Inc. | History | No change | 14,478 | 1,376 | 0.12% | 0.12% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | No change | 14,181 | 1,348 | 0.04% | 0.04% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 14,126 | 1,343 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 14,129 | 1,343 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Fiera Capital Corp | History | No change | 14,066 | 1,337 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 14,030 | 1,334 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Select Advisors, LLC | History | No change | 14,039 | 1,334 | 0.56% | 0.56% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 13,453 | 1,318 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gryphon Financial Partners LLC | History | No change | 13,823 | 1,314 | 0.12% | 0.12% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ascent Group, LLC | History | No change | 13,647 | 1,297 | 0.04% | 0.04% | 238 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sivia Capital Partners, LLC | History | No change | 13,631 | 1,296 | 0.16% | 0.16% | 239 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| May Hill Capital, LLC | History | No change | 13,602 | 1,293 | 0.27% | 0.27% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cherokee Insurance Co | History | No change | 13,545 | 1,287 | 0.5% | 0.5% | 241 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Trust Point Inc. | History | No change | 13,421 | 1,276 | 0.11% | 0.11% | 242 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | No change | 13,037 | 1,239 | 0.05% | 0.05% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | No change | 12,997 | 1,236 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 12,932 | 1,229 | 0.12% | 0.12% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Henshaw Capital LLC | History | No change | 12,880 | 1,224 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 12,687 | 1,206 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 12,540 | 1,192 | 0.19% | 0.19% | 248 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Composition Wealth, LLC | History | No change | 12,493 | 1,187 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farringdon Capital, Ltd. | History | No change | 12,377 | 1,176 | 0.58% | 0.58% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Linden Thomas Advisory Services, LLC | History | No change | 12,334 | 1,172 | 0.09% | 0.09% | 251 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| West Family Investments, Inc. | History | No change | 12,240 | 1,163 | 0.34% | 0.34% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 12,187 | 1,158 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Everest Financial Group LLC | History | No change | 12,067 | 1,147 | 0.16% | 0.16% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 11,859 | 1,127 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 11,708 | 1,113 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | No change | 11,534 | 1,096 | 0.26% | 0.26% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cordatus Wealth Management LLC | History | No change | 11,425 | 1,086 | 0.24% | 0.24% | 258 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Legacy Wealth Asset Management, LLC | History | No change | 11,194 | 1,064 | 0.23% | 0.23% | 259 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 10,521 | 1,000 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Five Oceans Advisors | History | No change | 10,361 | 985 | 0.32% | 0.32% | 261 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Themes Management Co LLC | History | No change | 10,367 | 985 | 0.65% | 0.65% | 262 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 10,307 | 980 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 10,263 | 975 | 0.09% | 0.09% | 264 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| World Investment Advisors | History | No change | 11,741 | 973 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 71 West Capital Partners | History | No change | 10,234 | 973 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Traveka Wealth, LLC | History | No change | 10,132 | 963 | 0.32% | 0.32% | 267 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CHELSEA COUNSEL CO | History | No change | 10,100 | 960 | 0.41% | 0.41% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | No change | 10,052 | 955 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Independent Advisor Alliance | History | No change | 10,043 | 954 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Venturi Wealth Management, LLC | History | No change | 9,981 | 949 | 0.04% | 0.04% | 271 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 9,765 | 928 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 9,529 | 906 | 0.13% | 0.13% | 273 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 9,525 | 905 | 0.16% | 0.16% | 274 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Optas, LLC | History | No change | 9,393 | 893 | 0.13% | 0.13% | 275 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Westover Capital Advisors, LLC | History | No change | 9,313 | 885 | 0.15% | 0.15% | 276 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| XPONANCE LLC | History | No change | 9,158 | 870 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bridgewater Advisors Inc. | History | No change | 8,024 | 865 | 0.05% | 0.05% | 278 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMERCE BANK | History | No change | 9,089 | 864 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 9,088 | 864 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighMark Wealth Management LLC | History | No change | 9,008 | 856 | 0.29% | 0.29% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 8,923 | 848 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 55 North Private Wealth, LLC | History | No change | 8,794 | 836 | 0.16% | 0.16% | 283 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| American Trust Investment Advisors, LLC | History | No change | 8,755 | 832 | 0.41% | 0.41% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| South Shore Capital Advisors | History | No change | 8,550 | 813 | 0.54% | 0.54% | 285 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allie Family Office LLC | History | No change | 8,504 | 808 | 0.3% | 0.3% | 286 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Larry Mathis Financial Planning, LLC | History | No change | 8,506 | 808 | 0.62% | 0.62% | 287 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Perigon Wealth Management, LLC | History | No change | 8,494 | 807 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 8,329 | 792 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 8,129 | 773 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 8,124 | 772 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Papamarkou Wellner Asset Management inc. | History | No change | 9,352 | 771 | 0.48% | 0.48% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RATIONAL ADVISORS, INC. | History | No change | 8,035 | 764 | 0.07% | 0.07% | 293 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 8,000 | 760 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 8,001 | 760 | 0.03% | 0.03% | 295 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | No change | 7,960 | 756 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 7,900 | 751 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tepp RIA, LLC | History | No change | 7,877 | 749 | 0.51% | 0.51% | 298 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 7,868 | 748 | 0.1% | 0.1% | 299 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Private Advisor Group, LLC | History | No change | 7,866 | 747 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |