Hercules Capital, Inc. - HTGC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | History | No change | 3,877,634 | 61,150 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | No change | 3,667,518 | 57,836 | 2.6% | 2.6% | 2 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CITADEL ADVISORS LLC | History | No change | 3,398,022 | 53,586 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | No change | 2,645,744 | 41,723 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 2,265,824 | 35,732 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,857,272 | 29,289 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,812,484 | 28,582 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 1,681,333 | 26,523 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,449,471 | 22,858 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,383,905 | 21,824 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,373,460 | 21,659 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Muzinich & Co., Inc. | History | No change | 1,357,013 | 21,400 | 7.31% | 7.31% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 6,449 | 16,250 | 0.18% | 0.18% | 13 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 1,027,434 | 16,202 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 1,006,408 | 15,871 | 0.76% | 0.76% | 15 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BlackRock, Inc. | History | No change | 924,105 | 14,573 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisors Capital Management, LLC | History | No change | 919,542 | 14,501 | 0.15% | 0.15% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 837,561 | 13,300 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARES MANAGEMENT LLC | History | No change | 776,606 | 12,247 | 0.53% | 0.53% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 735,367 | 11,596 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 694,341 | 10,949 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 646,682 | 10,198 | 1.4% | 1.4% | 22 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HRT FINANCIAL LP | History | No change | 613,003 | 9,667 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Border to Coast Pensions Partnership Ltd | History | No change | 600,000 | 9,454 | 0.14% | 0.14% | 24 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Melia Wealth LLC | History | No change | 553,874 | 8,734 | 5.03% | 5.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 532,094 | 8,391 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 486,419 | 7,670 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 485,156 | 7,654 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 460,546 | 7,263 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 454,635 | 7,169 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 335,890 | 5,296 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | No change | 329,090 | 5,190 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jefferies Financial Group Inc. | History | No change | 326,884 | 5,154 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JANE STREET GROUP, LLC | History | No change | 308,500 | 4,865 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 304,573 | 4,803 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 283,759 | 4,769 | 0.08% | 0.07% | 36 | +7,577 | 2.74% | Q3 2026 | Oct 01, 2026 |
| Advisors Asset Management, Inc. | History | No change | 291,401 | 4,595 | 0.07% | 0.07% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | No change | 286,711 | 4,521 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 264,223 | 4,166 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 262,521 | 4,139 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 259,640 | 4,094 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 257,002 | 4,052 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 250,447 | 3,949 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FJ Capital Management LLC | History | No change | 249,039 | 3,927 | 0.51% | 0.51% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 232,700 | 3,669 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 230,585 | 3,636 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 217,753 | 3,433 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Naviter Wealth, LLC | History | No change | 217,666 | 3,432 | 0.31% | 0.31% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 211,479 | 3,328 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DENALI ADVISORS LLC | History | No change | 210,633 | 3,321 | 0.33% | 0.33% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 207,786 | 3,276 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 202,990 | 3,201 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 191,193 | 3,015 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 190,914 | 3,010 | 0.16% | 0.16% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Waterloo Capital, L.P. | History | No change | 190,911 | 3,010 | 0.17% | 0.17% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 190,536 | 3,004 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 182,643 | 2,880 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BARCLAYS PLC | History | No change | 162,909 | 2,569 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Taylor Frigon Capital Management LLC | History | No change | 160,722 | 2,534 | 1.19% | 1.19% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 156,212 | 2,463 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 152,377 | 2,402 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 148,753 | 2,345 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHARPEPOINT LLC | History | No change | 147,847 | 2,331 | 1.17% | 1.17% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ilex Capital Partners (UK) LLP | History | No change | 145,812 | 2,299 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 142,459 | 2,246 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 139,458 | 2,199 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AE Wealth Management LLC | History | No change | 135,293 | 2,133 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bank of New York Mellon Corp | History | No change | 131,115 | 2,067 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Abundance Wealth Counselors | History | No change | 127,895 | 2,016 | 0.13% | 0.13% | 69 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHERN TRUST CORP | History | No change | 127,130 | 2,004 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 127,081 | 2,004 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Significant Wealth Partners LLC | History | No change | 126,219 | 1,990 | 2.15% | 2.15% | 72 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 125,185 | 1,974 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triad Investment Management | History | No change | 125,009 | 1,971 | 2.17% | 2.17% | 74 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RESOLUTE CAPITAL, LLC | History | No change | 123,665 | 1,950 | 0.67% | 0.67% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Summit Financial, LLC | History | No change | 121,219 | 1,911 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elemental Capital Partners LLC | History | No change | 120,680 | 1,903 | 0.4% | 0.4% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 112,020 | 1,766 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | No change | 111,649 | 1,760 | 0.07% | 0.07% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 111,276 | 1,754 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 108,620 | 1,712 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 108,546 | 1,711 | 0.33% | 0.33% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 107,436 | 1,694 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 105,429 | 1,662 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 104,925 | 1,654 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 98,614 | 1,555 | 0.07% | 0.07% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NATIXIS | History | No change | 98,292 | 1,550 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 96,700 | 1,524 | 0.49% | 0.49% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 92,906 | 1,465 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 92,379 | 1,456 | 0.26% | 0.26% | 90 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | No change | 92,193 | 1,453 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 90,993 | 1,434 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Lido Advisors, LLC | History | No change | 88,450 | 1,394 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Truvestments Capital LLC | History | No change | 87,346 | 1,377 | 0.2% | 0.2% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Whipplewood Advisors, LLC | History | No change | 83,463 | 1,316 | 0.89% | 0.89% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 82,584 | 1,302 | 0.08% | 0.08% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| S&T BANK/PA | History | No change | 82,175 | 1,295 | 0.39% | 0.39% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantbot Technologies LP | History | No change | 81,135 | 1,279 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 79,383 | 1,270 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | No change | 79,479 | 1,253 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 79,336 | 1,251 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Secure Asset Management, LLC | History | No change | 77,837 | 1,227 | 0.17% | 0.17% | 102 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Walleye Trading LLC | History | No change | 77,700 | 1,225 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tidal Investments LLC | History | No change | 77,178 | 1,217 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEN Financial Management, INC. | History | No change | 76,382 | 1,204 | 0.72% | 0.72% | 105 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 76,036 | 1,199 | 0.12% | 0.12% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kestra Advisory Services, LLC | History | No change | 74,477 | 1,174 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Invesco Ltd. | History | No change | 72,945 | 1,150 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 70,950 | 1,119 | 0.24% | 0.24% | 109 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 69,304 | 1,092 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | No change | 68,080 | 1,074 | 1.05% | 1.05% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 66,395 | 1,047 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 65,337 | 1,030 | 0.32% | 0.32% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 64,189 | 1,012 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 62,901 | 991 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 60,238 | 950 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 60,100 | 947 | 0.06% | 0.06% | 117 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 59,991 | 946 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 59,728 | 941 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SMH CAPITAL ADVISORS INC | History | No change | 59,466 | 937 | 3.67% | 3.67% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 58,422 | 921 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 57,858 | 912 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Essex Financial Services, Inc. | History | No change | 56,448 | 890 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PEAK6 LLC | History | No change | 55,700 | 878 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 55,666 | 877 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 50,369 | 794 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 49,417 | 779 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 49,193 | 775 | 0.76% | 0.76% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 48,000 | 756 | 0.18% | 0.18% | 129 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 47,148 | 743 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CMH Wealth Management LLC | History | No change | 46,270 | 729 | 0.11% | 0.11% | 131 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Commerce Advisors, LLC | History | No change | 45,754 | 721 | 0.39% | 0.39% | 132 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| J.M. Arbour, LLC | History | No change | 45,604 | 719 | 0.62% | 0.62% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirador Capital Partners LP | History | No change | 44,414 | 700 | 0.09% | 0.09% | 134 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Accel Wealth Management | History | No change | 43,516 | 686 | 0.15% | 0.15% | 135 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Palogic Value Management, L.P. | History | No change | 43,058 | 679 | 0.22% | 0.22% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 42,824 | 675 | 0.1% | 0.1% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Squarepoint Ops LLC | History | No change | 42,476 | 669 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 41,230 | 650 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 40,877 | 644 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 40,565 | 639 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Engineers Gate Manager LP | History | No change | 38,413 | 605 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Access Investment Management LLC | History | No change | 38,200 | 602 | 0.15% | 0.15% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 38,122 | 601 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 37,965 | 598 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 37,871 | 597 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 37,745 | 595 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 37,451 | 590 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 37,370 | 589 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 37,265 | 587 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 37,146 | 585 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Haven Private, LLC | History | No change | 35,485 | 559 | 0.21% | 0.21% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 35,000 | 552 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 33,729 | 531 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Focus Partners Wealth | History | No change | 33,189 | 523 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ProShare Advisors LLC | History | No change | 32,250 | 508 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Americana Partners, LLC | History | No change | 32,250 | 508 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| North Star Investment Management Corp. | History | No change | 31,652 | 499 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Monument Capital Management | History | No change | 30,442 | 480 | 0.1% | 0.1% | 159 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 30,045 | 473 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 29,586 | 466 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Penbrook Management LLC | History | No change | 29,387 | 463 | 0.3% | 0.3% | 162 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| First National Bank of Mount Dora, Trust Investment Services | History | No change | 29,246 | 461 | 0.09% | 0.09% | 163 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| OPPENHEIMER & CO INC | History | No change | 29,075 | 458 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 29,099 | 458 | 0.08% | 0.08% | 165 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 28,260 | 445 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 28,125 | 443 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Balboa Wealth Partners | History | No change | 27,977 | 441 | 0.06% | 0.06% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Future Financial Wealth Managment LLC | History | No change | 28,175 | 440 | 0.27% | 0.27% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 27,681 | 436 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Architects, LLC | History | No change | 27,460 | 433 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 26,802 | 422 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Golden State Wealth Management, LLC | History | No change | 26,713 | 421 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BigSur Wealth Management LLC | History | No change | 26,500 | 417 | 0.1% | 0.1% | 174 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Quantinno Capital Management LP | History | No change | 26,124 | 411 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RMR Wealth Builders | History | No change | 26,068 | 411 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Investment Research Partners LLC | History | No change | 25,777 | 406 | 0.14% | 0.14% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 25,577 | 403 | 0.09% | 0.09% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 25,410 | 400 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Left Brain Wealth Management, LLC | History | No change | 25,358 | 399 | 0.12% | 0.12% | 180 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Founders Financial Alliance, LLC | History | No change | 24,503 | 386 | 0.05% | 0.05% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Global Investments | History | No change | 24,200 | 382 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Core Wealth Partners LLC | History | No change | 24,153 | 380 | 0.16% | 0.16% | 183 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ADIRONDACK TRUST CO | History | No change | 24,000 | 378 | 0.11% | 0.11% | 184 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 23,872 | 377 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 23,858 | 376 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 23,858 | 376 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 23,628 | 372 | 0.23% | 0.23% | 188 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Accredited Investors Inc. | History | No change | 23,000 | 362 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFC Advisors LLC | History | No change | 22,554 | 355 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Empowered Funds, LLC | History | No change | 22,182 | 349 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 21,948 | 346 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 21,881 | 345 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 21,484 | 338 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Madison Park Capital Advisors, LLC | History | No change | 15,056 | 336 | 0.24% | 0.24% | 195 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Principle Wealth Partners LLC | History | No change | 20,945 | 330 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Inspire Advisors, LLC | History | No change | 20,562 | 324 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 20,192 | 318 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 18,993 | 299 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Intrua Financial, LLC | History | No change | 18,674 | 294 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Corient Private Wealth LP | History | No change | 18,320 | 288 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 16,150 | 254 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 16,149 | 254 | 0.11% | 0.11% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 15,602 | 246 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | No change | 15,493 | 244 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cascade Financial Partners, LLC | History | No change | 15,293 | 241 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 15,185 | 239 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 14,972 | 236 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Solutions Group, LLC | History | No change | 15,021 | 236 | 0.08% | 0.08% | 209 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 14,816 | 233 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Arax Advisory Partners | History | No change | 14,805 | 233 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 14,716 | 232 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 14,335 | 226 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Modern Wealth Management, LLC | History | No change | 14,381 | 226 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 14,289 | 225 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Virtu Financial LLC | History | No change | 14,098 | 222 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fiduciary Alliance LLC | History | No change | 14,032 | 221 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 14,047 | 221 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 13,832 | 218 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,697 | 216 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 13,598 | 214 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 13,456 | 212 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INVESTED ADVISORS | History | No change | 13,452 | 212 | 0.19% | 0.19% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 13,133 | 207 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 12,978 | 204 | 0.13% | 0.13% | 225 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FULTON BANK, N.A. | History | No change | 12,817 | 202 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 12,732 | 201 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sowell Financial Services LLC | History | No change | 12,616 | 198 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Register Financial Advisors LLC | History | No change | 12,419 | 195 | 0.06% | 0.06% | 229 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 12,336 | 194 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Avail Investment Partners, LLC | History | No change | 12,325 | 194 | 0.15% | 0.15% | 231 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Keystone Financial Group | History | No change | 12,198 | 192 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 12,150 | 191 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 12,000 | 189 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Snowden Capital Advisors LLC | History | No change | 11,936 | 188 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 11,896 | 187 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Colonial River Investments, LLC | History | No change | 11,877 | 187 | 0.05% | 0.05% | 237 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 11,548 | 182 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MQS Management LLC | History | No change | 11,414 | 179 | 0.22% | 0.22% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 10,928 | 172 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Independent Advisor Alliance | History | No change | 10,638 | 167 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SageGuard Financial Group, LLC | History | No change | 10,317 | 162 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | No change | 10,182 | 160 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 10,032 | 158 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 9,126 | 143 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 9,009 | 142 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 8,372 | 130 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | No change | 8,233 | 129 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 7,916 | 124 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 7,821 | 123 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IFG Advisory, LLC | History | No change | 7,495 | 118 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 6,549 | 103 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 6,045 | 95 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 5,784 | 91 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 5,691 | 89 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 5,500 | 86 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,858 | 76 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key Capital Management, INC | History | No change | 4,465 | 70 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sankala Group LLC | History | No change | 4,237 | 70 | 0.05% | 0.05% | 259 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,275 | 67 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advocate Investing Services LLC | History | No change | 4,240 | 66 | 0.05% | 0.05% | 261 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 4,100 | 64 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Blue Trust, Inc. | History | No change | 4,000 | 63 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,875 | 61 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 3,811 | 60 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Kozak & Associates, Inc. | History | No change | 3,702 | 58 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 3,625 | 57 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bogart Wealth, LLC | History | No change | 3,500 | 55 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Security National Bank | History | No change | 3,508 | 55 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 3,500 | 55 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,322 | 52 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,995 | 47 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,881 | 45 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MTM Investment Management, LLC | History | No change | 2,900 | 45 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Caitlin John, LLC | History | No change | 2,643 | 41 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,522 | 39 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Estabrook Capital Management | History | No change | 2,506 | 39 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 2,523 | 39 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,357 | 37 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 2,170 | 34 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Archer Investment Corp | History | No change | 2,047 | 32 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quantum Portfolio Management LLC | History | No change | 1,927 | 30 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Added to | 1,712 | 29 | 0.0% | 0.0% | 284 | +37 | 2.21% | Q3 2026 | Oct 02, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,845 | 29 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,761 | 27 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Burk Holdings LLC | History | No change | 1,750 | 27 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,605 | 25 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,500 | 23 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,500 | 23 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,500 | 23 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1,361 | 21 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Abound Wealth Management | History | No change | 1,300 | 20 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 1,227 | 19 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ancora Advisors LLC | History | No change | 1,250 | 19 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,200 | 18 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 1,078 | 17 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 1,095 | 17 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 976 | 15 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Russell Investments Group, Ltd. | History | No change | 985 | 15 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | No change | 997 | 15 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |