H2O AMERICA - HTO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 7,106,413 | 431,856 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ATLAS Infrastructure Partners (UK) Ltd. | History | No change | 4,612,035 | 280,273 | 8.5% | 8.5% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 1,995,839 | 121,287 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANTIPODES PARTNERS Ltd | History | Reduced | 1,710,899 | 105,442 | 1.94% | 1.96% | 4 | -48,703 | -2.77% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,574,377 | 95,674 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,554,683 | 94,478 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Cerity Partners LLC | History | No change | 1,307,227 | 79,440 | 0.1% | 0.1% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,263,898 | 76,807 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 1,254,368 | 76,227 | 0.94% | 0.94% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,168,734 | 71,023 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Amundi | History | No change | 1,105,367 | 67,164 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 992,465 | 60,323 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Yaupon Capital Management LP | History | No change | 851,846 | 51,766 | 1.02% | 1.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 806,493 | 49,010 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 776,317 | 47,176 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 726,033 | 44,745 | 0.01% | 0.01% | 16 | +11,432 | 1.6% | Q3 2026 | Nov 04, 2026 |
| MORGAN STANLEY | History | No change | 589,652 | 35,833 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 571,546 | 34,791 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resolution Capital Ltd | History | No change | 515,795 | 31,344 | 0.58% | 0.58% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zimmer Partners, LP | History | No change | 513,500 | 31,205 | 0.72% | 0.72% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | Reduced | 500,006 | 30,815 | 0.06% | 0.08% | 21 | -110,158 | -18.05% | Q3 2026 | Oct 22, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 504,368 | 30,650 | 0.09% | 0.09% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 503,037 | 30,569 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 494,524 | 30,170 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 490,833 | 29,827 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 436,328 | 26,515 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 415,397 | 25,243 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 337,662 | 20,519 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 315,073 | 19,146 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COHEN & STEERS, INC. | History | No change | 310,870 | 18,892 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 303,183 | 18,685 | 0.01% | 0.01% | 31 | +113,188 | 59.57% | Q3 2026 | Nov 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 253,621 | 15,412 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIROVA | History | No change | 244,550 | 14,861 | 0.55% | 0.55% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 215,916 | 13,121 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 193,971 | 11,954 | 0.0% | 0.0% | 35 | -12,405 | -6.01% | Q3 2026 | Nov 05, 2026 |
| BW Gestao de Investimentos Ltda. | History | No change | 185,806 | 11,291 | 0.22% | 0.22% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 183,553 | 11,154 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 176,992 | 10,755 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | No change | 175,972 | 10,693 | 0.1% | 0.1% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ausbil Investment Management Ltd | History | Reduced | 169,944 | 10,473 | 5.27% | 5.58% | 40 | -33,084 | -16.3% | Q3 2026 | Oct 07, 2026 |
| Squarepoint Ops LLC | History | No change | 170,129 | 10,338 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 168,194 | 10,221 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Added to | 162,836 | 10,035 | 0.01% | 0.01% | 43 | +35,176 | 27.55% | Q3 2026 | Oct 28, 2026 |
| GABELLI FUNDS LLC | History | No change | 162,779 | 9,892 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NUANCE INVESTMENTS, LLC | History | No change | 154,446 | 9,385 | 1.6% | 1.6% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 149,693 | 9,096 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 136,811 | 8,431 | 0.01% | 0.01% | 47 | -43,099 | -23.96% | Q3 2026 | Oct 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 136,071 | 8,269 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 135,656 | 8,243 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 135,525 | 8,235 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 135,149 | 8,213 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rokos Capital Management LLP | History | No change | 135,116 | 8,209 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vennlight Capital Management, LP | History | No change | 128,839 | 7,829 | 5.25% | 5.25% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| River Road Asset Management, LLC | History | No change | 126,659 | 7,697 | 0.09% | 0.09% | 54 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Point72 Asset Management, L.P. | History | No change | 114,239 | 6,942 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 111,566 | 6,779 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 106,744 | 6,578 | 0.07% | 0.06% | 57 | -35 | -0.03% | Q3 2026 | Oct 23, 2026 |
| RHUMBLINE ADVISERS | History | No change | 103,854 | 6,311 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| REAVES W H & CO INC | History | No change | 100,000 | 6,077 | 0.09% | 0.09% | 59 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Jump Financial, LLC | History | No change | 98,963 | 6,013 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 96,174 | 5,844 | 0.31% | 0.31% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 90,724 | 5,513 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 89,828 | 5,458 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 79,081 | 4,805 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 79,589 | 4,753 | 0.06% | 0.08% | 65 | -8,274 | -9.42% | Q3 2026 | Nov 04, 2026 |
| Swiss National Bank | History | No change | 77,600 | 4,715 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 76,629 | 4,656 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 74,057 | 4,500 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | No change | 72,314 | 4,394 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 71,917 | 4,370 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 69,728 | 4,237 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 68,605 | 4,162 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Trust Walden Corp | History | Reduced | 66,066 | 4,071 | 0.03% | 0.03% | 73 | -7,516 | -10.21% | Q3 2026 | Oct 30, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 66,198 | 4,022 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 56,398 | 3,475 | 0.02% | 0.02% | 75 | -299 | -0.53% | Q3 2026 | Nov 03, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 57,029 | 3,465 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| E. Ohman J:or Asset Management AB | History | No change | 55,208 | 3,403 | 0.08% | 0.08% | 77 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | No change | 53,661 | 3,260 | 1.53% | 1.53% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 53,245 | 3,235 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sky Investment Group LLC | History | New | 51,309 | 3,162 | 0.34% | — | 80 | +51,309 | New | Q3 2026 | Oct 30, 2026 |
| Brevan Howard Capital Management LP | History | No change | 51,863 | 3,151 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 50,630 | 3,076 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 49,413 | 3,003 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 49,041 | 2,980 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clean Yield Group | History | Reduced | 45,359 | 2,795 | 0.68% | 0.7% | 85 | -796 | -1.72% | Q3 2026 | Oct 28, 2026 |
| North Star Investment Management Corp. | History | No change | 44,800 | 2,761 | 0.15% | 0.15% | 86 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 44,868 | 2,726 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Maryland State Retirement & Pension System | History | No change | 42,450 | 2,579 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 41,387 | 2,550 | 0.01% | 0.01% | 89 | -1,624 | -3.78% | Q3 2026 | Oct 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 41,801 | 2,452 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 40,083 | 2,435 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 37,634 | 2,287 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 37,401 | 2,272 | 0.1% | 0.1% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 37,152 | 2,257 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Headlands Technologies LLC | History | No change | 36,827 | 2,237 | 0.24% | 0.24% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| South Dakota Investment Council | History | No change | 34,375 | 2,089 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 32,404 | 2,080 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 33,248 | 2,049 | 0.0% | 0.0% | 98 | +12,464 | 59.97% | Q3 2026 | Nov 04, 2026 |
| Corient Private Wealth LP | History | No change | 33,311 | 2,024 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 33,085 | 2,010 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jefferies Financial Group Inc. | History | New | 32,500 | 2,002 | 0.01% | — | 101 | +32,500 | New | Q3 2026 | Nov 05, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 32,808 | 1,993 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bridgefront Capital, LLC | History | No change | 30,464 | 1,851 | 0.49% | 0.49% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 30,387 | 1,846 | 0.06% | 0.06% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 30,243 | 1,837 | 0.07% | 0.07% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atom Investors LP | History | No change | 30,036 | 1,825 | 0.16% | 0.16% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 29,734 | 1,806 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Magellan Asset Management Ltd | History | No change | 29,063 | 1,766 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 27,686 | 1,706 | 0.1% | 0.1% | 109 | -125 | -0.45% | Q3 2026 | Nov 05, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 27,566 | 1,675 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,625 | 1,640 | 0.0% | 0.0% | 111 | -1,048 | -3.79% | Q3 2026 | Nov 02, 2026 |
| SEI INVESTMENTS CO | History | No change | 26,511 | 1,611 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 26,411 | 1,604 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Added to | 25,916 | 1,597 | 0.05% | 0.05% | 114 | +297 | 1.16% | Q3 2026 | Oct 22, 2026 |
| Man Group plc | History | No change | 26,236 | 1,594 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | Added to | 25,849 | 1,593 | 0.01% | 0.0% | 116 | +3,610 | 16.23% | Q3 2026 | Oct 16, 2026 |
| Baird Financial Group, Inc. | History | No change | 25,269 | 1,535 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 24,882 | 1,533 | 0.2% | 0.19% | 118 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Jain Global LLC | History | No change | 25,175 | 1,529 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCommodity Management, LLC | History | No change | 24,261 | 1,474 | 0.29% | 0.29% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 23,161 | 1,427 | 0.0% | 0.0% | 121 | -15,972 | -40.81% | Q3 2026 | Nov 05, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 22,494 | 1,366 | 0.13% | 0.13% | 122 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 22,318 | 1,356 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rodgers Brothers Inc. | History | No change | 21,200 | 1,288 | 0.13% | 0.13% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MACQUARIE GROUP LTD | History | No change | 21,145 | 1,284 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 20,610 | 1,252 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 19,974 | 1,230 | 0.14% | 0.07% | 127 | +8,292 | 70.98% | Q3 2026 | Nov 03, 2026 |
| Everstar Asset Management, LLC | History | No change | 20,061 | 1,219 | 0.59% | 0.59% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 19,727 | 1,198 | 0.08% | 0.08% | 129 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 19,411 | 1,196 | 0.01% | 0.01% | 130 | +248 | 1.29% | Q3 2026 | Nov 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 19,663 | 1,194 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 19,562 | 1,188 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | Added to | 19,193 | 1,182 | 0.0% | 0.0% | 133 | +4,773 | 33.1% | Q3 2026 | Nov 02, 2026 |
| BARCLAYS PLC | History | No change | 19,442 | 1,181 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 19,181 | 1,165 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ethic Inc. | History | Added to | 17,980 | 1,108 | 0.01% | 0.01% | 136 | +5,238 | 41.11% | Q3 2026 | Nov 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 18,201 | 1,106 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | New | 17,759 | 1,094 | 0.02% | — | 138 | +17,759 | New | Q3 2026 | Nov 03, 2026 |
| SG Americas Securities, LLC | History | No change | 17,247 | 1,048 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 17,086 | 1,038 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 16,671 | 1,013 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 16,646 | 1,011 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Mariner, LLC | History | No change | 16,614 | 1,009 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 16,597 | 1,008 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 16,370 | 994 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 16,099 | 992 | 0.03% | — | 146 | +16,099 | New | Q3 2026 | Oct 22, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 16,020 | 973 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 15,800 | 960 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 15,784 | 959 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 15,500 | 955 | 0.01% | 0.02% | 150 | -1,700 | -9.88% | Q3 2026 | Oct 20, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 15,433 | 951 | 0.0% | 0.0% | 151 | -377 | -2.38% | Q3 2026 | Oct 22, 2026 |
| Jupiter Topco LLC | History | No change | 14,947 | 908 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 14,725 | 894 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 14,715 | 894 | 0.15% | 0.15% | 154 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atria Investments, Inc | History | Reduced | 14,368 | 885 | 0.01% | 0.01% | 155 | -91 | -0.63% | Q3 2026 | Oct 15, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 14,545 | 883 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rubicon Advisors, GP | History | No change | 14,194 | 874 | 0.61% | 0.63% | 157 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,024 | 814 | 0.0% | 0.0% | 158 | +211 | 1.53% | Q3 2026 | Oct 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 13,069 | 794 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Handelsbanken Fonder AB | History | No change | 12,765 | 776 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Abel Hall, LLC | History | Added to | 12,275 | 756 | 0.14% | 0.13% | 161 | +114 | 0.94% | Q3 2026 | Oct 19, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,212 | 742 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 12,106 | 735 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Tidal Investments LLC | History | No change | 12,006 | 729 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | No change | 10,930 | 664 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | Added to | 10,469 | 645 | 0.03% | 0.0% | 166 | +10,268 | 5108.46% | Q3 2026 | Oct 22, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 10,596 | 643 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,450 | 635 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | No change | 10,231 | 621 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 10,099 | 613 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Reduced | 9,721 | 599 | 0.0% | 0.0% | 171 | -958 | -8.97% | Q3 2026 | Nov 03, 2026 |
| AMALGAMATED BANK | History | Reduced | 9,414 | 580 | 0.0% | 0.0% | 172 | -1,045 | -9.99% | Q3 2026 | Oct 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 9,429 | 573 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cullen Capital Management, LLC | History | No change | 9,359 | 568 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 9,168 | 565 | 0.01% | 0.01% | 175 | -950 | -9.39% | Q3 2026 | Oct 22, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 9,141 | 563 | 0.01% | — | 176 | +9,141 | New | Q3 2026 | Oct 21, 2026 |
| Loudon Investment Management, LLC | History | No change | 9,230 | 560 | 0.27% | 0.27% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 9,147 | 556 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 8,768 | 540 | 0.0% | 0.0% | 179 | -769 | -8.06% | Q3 2026 | Nov 05, 2026 |
| MARSHALL WACE, LLP | History | No change | 8,791 | 534 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 8,466 | 521 | 0.0% | 0.0% | 181 | -100 | -1.17% | Q3 2026 | Oct 29, 2026 |
| Lido Advisors, LLC | History | Reduced | 8,374 | 516 | 0.0% | 0.0% | 182 | -7 | -0.08% | Q3 2026 | Nov 04, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 8,380 | 509 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 8,200 | 505 | 0.01% | 0.01% | 184 | -770 | -8.58% | Q3 2026 | Oct 29, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 8,618 | 505 | 0.06% | 0.06% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,211 | 498 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 8,041 | 489 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 7,420 | 450 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 7,343 | 446 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 7,218 | 444 | 0.0% | 0.0% | 190 | +1,410 | 24.28% | Q3 2026 | Nov 04, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 6,996 | 431 | 0.06% | 0.09% | 191 | -3,705 | -34.62% | Q3 2026 | Oct 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 7,070 | 429 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | No change | 6,902 | 419 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 6,801 | 413 | 0.09% | 0.09% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,643 | 409 | 0.0% | 0.0% | 195 | +5,639 | 561.65% | Q3 2026 | Oct 08, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 6,635 | 408 | 0.0% | 0.0% | 196 | -1,019 | -13.31% | Q3 2026 | Nov 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 6,650 | 404 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 6,524 | 396 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 6,340 | 390 | 0.01% | 0.01% | 199 | -53 | -0.83% | Q3 2026 | Oct 22, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 6,299 | 388 | 0.08% | — | 200 | +6,299 | New | Q3 2026 | Oct 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 6,356 | 386 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 6,337 | 385 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 6,118 | 377 | 0.0% | 0.01% | 203 | -7,868 | -56.26% | Q3 2026 | Oct 15, 2026 |
| Occidental Asset Management, LLC | History | New | 5,809 | 358 | 0.03% | — | 204 | +5,809 | New | Q3 2026 | Nov 05, 2026 |
| Symmetry Partners, LLC | History | New | 5,763 | 355 | 0.02% | — | 206 | +5,763 | New | Q3 2026 | Oct 27, 2026 |
| HighTower Advisors, LLC | History | No change | 5,851 | 355 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ballentine Partners, LLC | History | No change | 5,725 | 347 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arax Advisory Partners | History | No change | 5,609 | 340 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 5,206 | 320 | 0.01% | — | 209 | +5,206 | New | Q3 2026 | Oct 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 5,177 | 319 | 0.01% | — | 210 | +5,177 | New | Q3 2026 | Oct 21, 2026 |
| SteelPeak Wealth, LLC | History | New | 5,087 | 313 | 0.01% | — | 211 | +5,087 | New | Q3 2026 | Oct 16, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 5,084 | 313 | 0.01% | — | 212 | +5,084 | New | Q3 2026 | Oct 13, 2026 |
| Axxion S.A. | History | Added to | 5,050 | 311 | 0.02% | 0.02% | 213 | +551 | 12.25% | Q3 2026 | Oct 22, 2026 |
| Advisor OS, LLC | History | Reduced | 5,009 | 308 | 0.02% | 0.02% | 214 | -1,080 | -17.74% | Q3 2026 | Nov 03, 2026 |
| Able Wealth Management LLC | History | New | 5,217 | 304 | 0.07% | — | 215 | +5,217 | New | Q3 2026 | Oct 13, 2026 |
| nVerses Capital, LLC | History | No change | 4,798 | 291 | 0.45% | 0.45% | 216 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| XPONANCE LLC | History | Reduced | 4,663 | 287 | 0.0% | 0.0% | 217 | -61 | -1.29% | Q3 2026 | Nov 03, 2026 |
| ELCO Management Co., LLC | History | Added to | 4,476 | 275 | 0.13% | 0.09% | 218 | +1,000 | 28.77% | Q3 2026 | Oct 14, 2026 |
| Stephenson & Company, Inc. | History | New | 4,367 | 269 | 0.12% | — | 219 | +4,367 | New | Q3 2026 | Oct 30, 2026 |
| XTX Topco Ltd | History | No change | 4,401 | 267 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 4,406 | 258 | 0.03% | — | 221 | +4,406 | New | Q3 2026 | Nov 02, 2026 |
| HB Wealth Management, LLC | History | New | 4,046 | 249 | 0.0% | — | 222 | +4,046 | New | Q3 2026 | Oct 23, 2026 |
| GREENLEAF TRUST | History | Added to | 4,008 | 247 | 0.0% | 0.0% | 223 | +608 | 17.88% | Q3 2026 | Oct 29, 2026 |
| Ellevest, Inc. | History | No change | 4,053 | 246 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Paragon Advisors, LLC | History | New | 3,951 | 243 | 0.04% | — | 225 | +3,951 | New | Q3 2026 | Nov 03, 2026 |
| Park Capital Management, LLC / WI | History | New | 3,933 | 242 | 0.12% | — | 227 | +3,933 | New | Q3 2026 | Oct 13, 2026 |
| Nykredit A/S | History | No change | 3,993 | 242 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| US BANCORP \DE\ | History | Added to | 3,916 | 241 | 0.0% | 0.0% | 228 | +656 | 20.12% | Q3 2026 | Nov 05, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 3,795 | 231 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,806 | 231 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ridgewood Investments LLC | History | Reduced | 3,697 | 227 | 0.08% | 0.15% | 231 | -3,066 | -45.33% | Q3 2026 | Oct 05, 2026 |
| Phillips Wealth Planners LLC | History | No change | 3,679 | 227 | 0.17% | 0.17% | 232 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,679 | 226 | 0.0% | 0.0% | 233 | +3,051 | 485.83% | Q3 2026 | Nov 03, 2026 |
| Savant Capital, LLC | History | No change | 3,698 | 224 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BRIGHTON JONES LLC | History | Added to | 3,604 | 222 | 0.0% | 0.0% | 235 | +10 | 0.28% | Q3 2026 | Nov 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 3,621 | 220 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 3,511 | 216 | 0.0% | 0.01% | 238 | -4,271 | -54.88% | Q3 2026 | Oct 13, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 3,511 | 216 | 0.01% | — | 239 | +3,511 | New | Q3 2026 | Oct 13, 2026 |
| CIBC Asset Management Inc | History | Reduced | 3,507 | 216 | 0.0% | 0.0% | 237 | -242 | -6.46% | Q3 2026 | Nov 05, 2026 |
| VestGen Advisors, LLC | History | New | 3,427 | 211 | 0.01% | — | 241 | +3,427 | New | Q3 2026 | Oct 27, 2026 |
| GAMMA Investing LLC | History | Added to | 3,432 | 211 | 0.01% | 0.01% | 240 | +23 | 0.67% | Q3 2026 | Oct 08, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 3,333 | 205 | 0.11% | 0.11% | 242 | -10 | -0.3% | Q3 2026 | Oct 19, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,216 | 195 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,958 | 179 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,872 | 175 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VEGA INVESTMENT SOLUTIONS | History | No change | 2,700 | 164 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortitude Family Office, LLC | History | Added to | 2,586 | 159 | 0.03% | 0.0% | 248 | +2,546 | 6365.0% | Q3 2026 | Oct 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,620 | 159 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,077 | 126 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,687 | 102 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SouthState Bank Corp | History | No change | 1,635 | 99 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bayforest Capital Ltd | History | Added to | 1,313 | 80 | 0.12% | 0.04% | 252 | +622 | 90.01% | Q3 2026 | Nov 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,265 | 76 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 1,106 | 68 | 0.0% | — | 255 | +1,106 | New | Q3 2026 | Oct 27, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,132 | 68 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,052 | 64 | 0.0% | 0.0% | 256 | +298 | 39.52% | Q3 2026 | Nov 04, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 1,000 | 61 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Versant Capital Management, Inc | History | No change | 980 | 60 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 850 | 52 | 0.0% | 0.0% | 259 | -8 | -0.93% | Q3 2026 | Oct 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 781 | 48 | 0.0% | 0.0% | 260 | +206 | 35.83% | Q3 2026 | Oct 27, 2026 |
| BESSEMER GROUP INC | History | No change | 751 | 46 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 690 | 42 | 0.0% | 0.0% | 262 | -24 | -3.36% | Q3 2026 | Oct 22, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 703 | 41 | 0.01% | 0.01% | 265 | -152 | -17.78% | Q3 2026 | Oct 30, 2026 |
| Estabrook Capital Management | History | No change | 679 | 41 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 683 | 41 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 660 | 40 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 629 | 38 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 602 | 36 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 557 | 34 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 528 | 32 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 498 | 30 | 0.0% | 0.0% | 271 | -938 | -65.32% | Q3 2026 | Oct 16, 2026 |
| Salomon & Ludwin, LLC | History | No change | 479 | 29 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| SIGNATUREFD, LLC | History | Added to | 403 | 24 | 0.0% | 0.0% | 273 | +111 | 38.01% | Q3 2026 | Oct 23, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 406 | 24 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 386 | 23 | 0.0% | 0.0% | 275 | +5 | 1.31% | Q3 2026 | Oct 20, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 352 | 21 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Essential Partners LLC | History | No change | 348 | 21 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 317 | 19 | 0.0% | 0.01% | 279 | -546 | -63.27% | Q3 2026 | Oct 29, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | No change | 314 | 19 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 310 | 18 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | Added to | 277 | 17 | 0.0% | 0.0% | 282 | +122 | 78.71% | Q3 2026 | Nov 04, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 281 | 17 | 0.0% | 0.0% | 281 | +8 | 2.93% | Q3 2026 | Oct 22, 2026 |
| Costello Asset Management, INC | History | Added to | 260 | 15 | 0.0% | 0.0% | 283 | +1 | 0.39% | Q3 2026 | Oct 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 233 | 14 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 217 | 13 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| SHP Wealth Management | History | No change | 200 | 12 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 186 | 11 | 0.0% | 0.0% | 287 | +5 | 2.76% | Q3 2026 | Oct 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 184 | 11 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TORONTO DOMINION BANK | History | No change | 174 | 10 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Wealth Partners | History | New | 117 | 7 | 0.0% | — | 291 | +117 | New | Q3 2026 | Oct 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 119 | 7 | 0.0% | 0.0% | 290 | -10 | -7.75% | Q3 2026 | Oct 05, 2026 |
| UMB Bank, n.a. | History | No change | 112 | 6 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 85 | 5 | 0.0% | 0.0% | 293 | -2,252 | -96.36% | Q3 2026 | Nov 05, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 97 | 5 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 89 | 5 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 90 | 5 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 66 | 4 | 0.0% | — | 297 | +66 | New | Q3 2026 | Oct 16, 2026 |
| Root Financial Partners, LLC | History | New | 64 | 3 | 0.0% | — | 301 | +64 | New | Q3 2026 | Oct 21, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 55 | 3 | 0.0% | — | 302 | +55 | New | Q3 2026 | Oct 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 49 | 3 | 0.0% | 0.0% | 300 | +6 | 13.95% | Q3 2026 | Oct 26, 2026 |