HANCOCK WHITNEY CORP - HWC
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 | 10,905,235 | 814,839 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 7,276,921 | 543,731 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,826,511 | 347,702 | 0.06% | 0.07% | 3 | +14,149 | 0.29% | Q3 2026 | Nov 04, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 4,471,954 | 334,144 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 4,295,595 | 320,966 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,669,989 | 274,221 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 2,809,258 | 209,907 | 0.57% | 0.57% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,348,621 | 175,515 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,881,878 | 140,614 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 1,542,671 | 115,268 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,529,827 | 114,308 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 1,229,268 | 91,851 | 0.14% | 0.14% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,227,023 | 91,683 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,112,698 | 83,140 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Channing Capital Management, LLC | History | Reduced | 1,067,182 | 76,879 | 2.01% | 2.17% | 15 | -194,664 | -15.43% | Q3 2026 | Nov 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,005,205 | 75,108 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,040,746 | 74,860 | 0.12% | 0.16% | 17 | -317,219 | -23.36% | Q3 2026 | Nov 04, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 921,586 | 68,860 | 1.15% | 1.15% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 775,832 | 58,102 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BARCLAYS PLC | History | No change | 775,509 | 57,946 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 744,183 | 55,605 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 708,954 | 52,973 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 667,353 | 49,864 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 653,400 | 48,822 | 0.09% | 0.09% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 603,037 | 45,058 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 538,231 | 40,216 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 536,832 | 40,112 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 534,072 | 39,905 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 513,004 | 38,331 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 509,726 | 38,086 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 502,966 | 37,566 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 455,782 | 34,056 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 446,909 | 33,393 | 0.1% | 0.1% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORGES BANK | History | No change | 414,965 | 31,006 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 403,961 | 29,101 | 0.22% | 0.25% | 35 | -103,038 | -20.32% | Q3 2026 | Oct 13, 2026 |
| Squarepoint Ops LLC | History | No change | 384,570 | 28,735 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 380,062 | 28,398 | 0.13% | 0.13% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 374,132 | 26,952 | 0.14% | 0.14% | 38 | +8,543 | 2.34% | Q3 2026 | Oct 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 351,321 | 26,251 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 324,454 | 24,243 | 0.16% | 0.16% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 315,440 | 23,569 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 305,420 | 22,820 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stieven Capital Advisors, L.P. | History | No change | 301,296 | 22,512 | 4.3% | 4.3% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 289,127 | 21,894 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 292,598 | 21,862 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 268,958 | 20,096 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Penn Capital Management Company, LLC | History | Reduced | 268,029 | 19,330 | 1.41% | 1.29% | 47 | -4,443 | -1.63% | Q3 2026 | Nov 04, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 255,313 | 19,076 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bridgewater Associates, LP | History | No change | 254,223 | 18,995 | 0.08% | 0.08% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 249,976 | 18,678 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alberta Investment Management Corp | History | No change | 240,800 | 17,992 | 0.1% | 0.1% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 234,722 | 17,538 | 0.7% | 0.7% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSM Advisors, LLC | History | No change | 233,269 | 17,431 | 0.37% | 0.37% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 229,778 | 17,169 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 209,184 | 15,630 | 0.19% | 0.19% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 208,247 | 15,560 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 199,052 | 14,873 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 189,723 | 14,176 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 188,181 | 14,060 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 184,094 | 13,262 | 0.01% | 0.01% | 60 | +38,652 | 26.58% | Q3 2026 | Nov 02, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 183,929 | 13,250 | 0.01% | 0.01% | 61 | -198,311 | -51.88% | Q3 2026 | Nov 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 173,776 | 12,984 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 166,964 | 12,475 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Swiss National Bank | History | No change | 163,600 | 12,224 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 156,338 | 11,681 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 143,976 | 10,776 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 143,337 | 10,710 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 141,648 | 10,583 | 0.08% | 0.08% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | No change | 141,343 | 10,561 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 164,549 | 10,463 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 135,723 | 10,141 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 136,340 | 9,821 | 0.1% | 0.1% | 72 | -1,405 | -1.02% | Q3 2026 | Oct 23, 2026 |
| FEDERATED HERMES, INC. | History | No change | 131,171 | 9,801 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 130,634 | 9,760 | 0.16% | 0.16% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 116,237 | 8,685 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 115,000 | 8,592 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 110,208 | 8,234 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 108,905 | 8,137 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 107,233 | 8,012 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 104,474 | 7,806 | 0.16% | 0.16% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 101,191 | 7,290 | 0.01% | 0.01% | 81 | -635 | -0.62% | Q3 2026 | Oct 22, 2026 |
| Russell Investments Group, Ltd. | History | No change | 97,124 | 7,257 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 96,219 | 7,189 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Numerai GP LLC | History | No change | 94,570 | 7,066 | 0.58% | 0.58% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Petiole USA ltd | History | No change | 86,218 | 6,442 | 4.63% | 4.63% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 84,629 | 6,096 | 0.76% | 0.83% | 86 | -2,689 | -3.08% | Q3 2026 | Oct 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 78,807 | 5,888 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Systems of Alabama | History | Reduced | 81,261 | 5,854 | 0.02% | 0.02% | 88 | -2,680 | -3.19% | Q3 2026 | Nov 04, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 76,436 | 5,711 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 70,455 | 5,264 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 66,764 | 4,988 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 65,258 | 4,876 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 61,582 | 4,436 | 0.0% | 0.0% | 93 | -49,944 | -44.78% | Q3 2026 | Nov 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 60,318 | 4,345 | 0.01% | — | 94 | +60,318 | New | Q3 2026 | Nov 04, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 57,011 | 4,259 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 53,663 | 4,009 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 53,135 | 3,970 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 49,257 | 3,680 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 46,968 | 3,508 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 43,756 | 3,269 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 43,034 | 3,215 | 0.09% | 0.09% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ignite Planners, LLC | History | Added to | 43,219 | 3,113 | 0.4% | 0.38% | 102 | +6,261 | 16.94% | Q3 2026 | Oct 14, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Added to | 42,879 | 3,089 | 0.15% | 0.16% | 103 | +200 | 0.47% | Q3 2026 | Nov 05, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 41,286 | 3,084 | 0.21% | 0.21% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 40,744 | 3,050 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 41,864 | 3,015 | 0.05% | 0.05% | 106 | -154 | -0.37% | Q3 2026 | Oct 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 40,224 | 3,006 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 38,198 | 2,854 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 37,777 | 2,746 | 0.0% | 0.0% | 109 | +1,265 | 3.46% | Q3 2026 | Oct 13, 2026 |
| Corient Private Wealth LP | History | No change | 36,426 | 2,721 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 35,814 | 2,676 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | No change | 35,110 | 2,623 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 34,491 | 2,577 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jupiter Topco LLC | History | No change | 34,197 | 2,556 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 33,363 | 2,492 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 33,116 | 2,474 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 32,800 | 2,450 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 33,874 | 2,440 | 0.02% | 0.02% | 118 | -631 | -1.83% | Q3 2026 | Oct 23, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 32,558 | 2,432 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 32,402 | 2,421 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| South Dakota Investment Council | History | No change | 32,286 | 2,412 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 33,117 | 2,385 | 0.11% | 0.12% | 122 | -165 | -0.5% | Q3 2026 | Nov 04, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | No change | 33,020 | 2,378 | 0.09% | 0.09% | 123 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 32,524 | 2,343 | 0.0% | 0.0% | 124 | -8,941 | -21.56% | Q3 2026 | Nov 02, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 30,701 | 2,211 | 0.01% | 0.02% | 125 | -20,200 | -39.68% | Q3 2026 | Oct 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 29,211 | 2,182 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 30,047 | 2,164 | 0.05% | 0.01% | 127 | +23,188 | 338.07% | Q3 2026 | Oct 16, 2026 |
| Edgestream Partners, L.P. | History | No change | 28,761 | 2,149 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Handelsbanken Fonder AB | History | No change | 28,274 | 2,113 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 27,624 | 2,064 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 27,833 | 2,005 | 0.01% | 0.01% | 131 | -3,814 | -12.05% | Q3 2026 | Nov 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 27,613 | 1,989 | 0.13% | 0.14% | 132 | +187 | 0.68% | Q3 2026 | Oct 22, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 26,050 | 1,946 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 24,899 | 1,860 | 0.1% | 0.1% | 134 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pathstone Holdings, LLC | History | No change | 24,708 | 1,846 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 24,466 | 1,828 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 24,917 | 1,795 | 0.28% | 0.27% | 137 | +16 | 0.06% | Q3 2026 | Oct 14, 2026 |
| Engineers Gate Manager LP | History | No change | 24,003 | 1,793 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 23,534 | 1,758 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 23,355 | 1,745 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SALZHAUER MICHAEL | History | Reduced | 24,217 | 1,744 | 0.7% | 0.62% | 141 | -15 | -0.06% | Q3 2026 | Oct 27, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 23,017 | 1,719 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 23,400 | 1,685 | 0.03% | 0.03% | 143 | -300 | -1.27% | Q3 2026 | Oct 20, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 22,173 | 1,656 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 22,854 | 1,646 | 0.01% | 0.01% | 145 | +353 | 1.57% | Q3 2026 | Nov 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 21,359 | 1,595 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 21,196 | 1,584 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 19,852 | 1,483 | 0.33% | 0.33% | 148 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 20,369 | 1,467 | 0.02% | 0.02% | 149 | -1,976 | -8.84% | Q3 2026 | Oct 22, 2026 |
| LPL Financial LLC | History | No change | 19,372 | 1,447 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | No change | 19,168 | 1,417 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 18,400 | 1,374 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 18,256 | 1,364 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 18,805 | 1,354 | 0.01% | 0.01% | 154 | -624 | -3.21% | Q3 2026 | Nov 03, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 18,440 | 1,328 | 0.01% | 0.01% | 155 | -500 | -2.64% | Q3 2026 | Oct 27, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 17,760 | 1,327 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 17,500 | 1,308 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 17,472 | 1,305 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 17,434 | 1,302 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JANE STREET GROUP, LLC | History | No change | 17,397 | 1,299 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 16,984 | 1,269 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 17,155 | 1,235 | 0.0% | 0.0% | 162 | -1,810 | -9.54% | Q3 2026 | Oct 20, 2026 |
| HENNESSY ADVISORS INC | History | No change | 17,000 | 1,224 | 0.05% | 0.04% | 163 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 16,246 | 1,213 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 16,165 | 1,207 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 15,812 | 1,181 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 16,293 | 1,173 | 0.01% | 0.01% | 167 | -500 | -2.98% | Q3 2026 | Oct 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 15,181 | 1,134 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 14,468 | 1,081 | 0.26% | 0.26% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUB Investment Partners, LLC | History | Added to | 14,807 | 1,066 | 0.02% | 0.02% | 170 | +247 | 1.7% | Q3 2026 | Nov 03, 2026 |
| Vise Technologies, Inc. | History | Added to | 14,062 | 1,013 | 0.01% | 0.01% | 171 | +3,746 | 36.31% | Q3 2026 | Oct 28, 2026 |
| ProShare Advisors LLC | History | Reduced | 13,409 | 965 | 0.0% | 0.0% | 172 | -651 | -4.63% | Q3 2026 | Oct 28, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 13,013 | 937 | 0.0% | 0.0% | 173 | -455 | -3.38% | Q3 2026 | Nov 03, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 12,674 | 913 | 0.47% | 0.5% | 174 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Neuberger Berman Group LLC | History | No change | 11,905 | 889 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 11,691 | 873 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacer Advisors, Inc. | History | No change | 11,665 | 872 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 11,651 | 870 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 11,700 | 842 | 0.0% | 0.0% | 179 | +3,900 | 50.0% | Q3 2026 | Oct 30, 2026 |
| Amundi | History | No change | 11,253 | 840 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 11,500 | 828 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| XPONANCE LLC | History | Reduced | 11,479 | 826 | 0.0% | 0.01% | 182 | -628 | -5.19% | Q3 2026 | Nov 03, 2026 |
| Cutler Capital Management, LLC | History | No change | 10,898 | 814 | 0.21% | 0.21% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 11,217 | 808 | 0.07% | 0.07% | 184 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 11,087 | 798 | 0.01% | 0.01% | 185 | +2,556 | 29.96% | Q3 2026 | Nov 04, 2026 |
| FOCUS Wealth Advisors, LLC | History | Added to | 10,997 | 792 | 0.38% | 0.38% | 186 | +72 | 0.66% | Q3 2026 | Oct 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 10,202 | 762 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 10,587 | 761 | 0.01% | 0.01% | 188 | -1,011 | -8.72% | Q3 2026 | Oct 15, 2026 |
| FIDUCIARY TRUST CO | History | No change | 10,098 | 754 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | Added to | 10,453 | 753 | 0.01% | 0.01% | 190 | +226 | 2.21% | Q3 2026 | Oct 28, 2026 |
| US BANCORP \DE\ | History | No change | 9,942 | 742 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 9,721 | 726 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abel Hall, LLC | History | Added to | 9,984 | 719 | 0.13% | 0.13% | 193 | +149 | 1.51% | Q3 2026 | Oct 19, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 9,755 | 702 | 0.01% | 0.01% | 194 | -3,344 | -25.53% | Q3 2026 | Oct 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 9,362 | 699 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 9,233 | 689 | 0.26% | 0.26% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BTC Capital Management, Inc. | History | No change | 8,727 | 658 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 8,630 | 644 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 8,609 | 643 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 8,434 | 630 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 8,351 | 623 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 8,415 | 606 | 0.01% | 0.01% | 202 | +28 | 0.33% | Q3 2026 | Oct 20, 2026 |
| DRW Securities, LLC | History | No change | 7,883 | 589 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 7,978 | 574 | 0.01% | 0.01% | 204 | +23 | 0.29% | Q3 2026 | Nov 04, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 7,716 | 555 | 0.02% | — | 205 | +7,716 | New | Q3 2026 | Oct 13, 2026 |
| Achmea Investment Management B.V. | History | New | 7,600 | 547 | 0.0% | — | 206 | +7,600 | New | Q3 2026 | Oct 30, 2026 |
| Man Group plc | History | No change | 7,265 | 542 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 7,217 | 539 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balefire, LLC | History | Added to | 7,282 | 524 | 0.08% | 0.09% | 209 | +9 | 0.12% | Q3 2026 | Oct 09, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,970 | 520 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | No change | 7,200 | 518 | 0.11% | 0.12% | 211 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,928 | 517 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| LONE PEAK GLOBAL INVESTORS LLC | History | No change | 6,883 | 514 | 0.07% | 0.07% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXQ CAPITAL, LP | History | No change | 6,838 | 510 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vestcor Inc | History | No change | 6,814 | 509 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 6,760 | 505 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blueshift Asset Management, LLC | History | No change | 6,653 | 497 | 0.12% | 0.12% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 6,521 | 487 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 6,500 | 485 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 6,285 | 470 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Canal Capital Management, LLC | History | No change | 6,298 | 470 | 0.06% | 0.06% | 221 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 5,985 | 469 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pinnacle Holdings, LLC | History | No change | 6,206 | 463 | 0.14% | 0.14% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,093 | 455 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 5,949 | 444 | 0.14% | 0.14% | 225 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | No change | 6,139 | 442 | 0.17% | 0.17% | 226 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,900 | 440 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 5,871 | 438 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Citizens National Bank Trust Department | History | No change | 6,078 | 437 | 0.06% | 0.07% | 229 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 5,707 | 426 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 5,651 | 422 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,524 | 412 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 5,510 | 411 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 5,693 | 410 | 0.01% | 0.0% | 234 | +1,292 | 29.36% | Q3 2026 | Oct 15, 2026 |
| HighTower Advisors, LLC | History | No change | 5,478 | 409 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 5,346 | 399 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BURNEY CO/ | History | New | 5,365 | 386 | 0.01% | — | 237 | +5,365 | New | Q3 2026 | Oct 15, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 5,309 | 382 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 5,273 | 379 | 0.0% | 0.0% | 239 | -3,073 | -36.82% | Q3 2026 | Nov 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 5,260 | 378 | 0.01% | 0.01% | 240 | +56 | 1.08% | Q3 2026 | Nov 02, 2026 |
| Diametric Capital, LP | History | No change | 5,002 | 373 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 4,855 | 362 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DnB Asset Management AS | History | No change | 4,800 | 358 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 4,717 | 352 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 4,690 | 350 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kovack Advisors, Inc. | History | No change | 4,600 | 348 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 4,806 | 346 | 0.09% | 0.09% | 247 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Atom Investors LP | History | No change | 4,490 | 335 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEVILLE RODIE & SHAW INC | History | No change | 4,600 | 331 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 4,588 | 330 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Centiva Capital, LP | History | No change | 4,376 | 326 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 4,410 | 317 | 0.0% | 0.0% | 252 | -208 | -4.5% | Q3 2026 | Oct 21, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 4,220 | 315 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 4,208 | 314 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 4,336 | 312 | 0.01% | 0.01% | 255 | -296 | -6.39% | Q3 2026 | Oct 28, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 4,300 | 309 | 0.0% | — | 257 | +4,300 | New | Q3 2026 | Oct 27, 2026 |
| Callan Family Office, LLC | History | No change | 4,143 | 309 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | No change | 4,062 | 303 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FreeGulliver LLC | History | No change | 4,012 | 299 | 0.11% | 0.11% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 3,969 | 296 | 0.04% | 0.04% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 3,941 | 294 | 0.06% | 0.06% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Iron Gate Global Advisors LLC | History | No change | 3,828 | 286 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 3,820 | 285 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Trust Point Inc. | History | Reduced | 3,916 | 282 | 0.02% | 0.03% | 264 | -900 | -18.69% | Q3 2026 | Oct 27, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 3,760 | 270 | 0.05% | 0.05% | 265 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 3,612 | 269 | 0.09% | 0.09% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 3,587 | 268 | 0.07% | 0.07% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 3,534 | 264 | 0.06% | 0.06% | 268 | 0 | 0.0% | Q2 2026 | Sep 29, 2026 |
| Nykredit A/S | History | No change | 3,534 | 264 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Welch Group, LLC | History | No change | 3,643 | 262 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| CHICAGO TRUST Co NA | History | Reduced | 3,636 | 261 | 0.04% | 0.04% | 271 | -203 | -5.29% | Q3 2026 | Oct 28, 2026 |
| Blue Trust, Inc. | History | Added to | 3,630 | 261 | 0.0% | 0.0% | 272 | +72 | 2.02% | Q3 2026 | Oct 15, 2026 |
| Vident Advisory, LLC | History | No change | 3,455 | 258 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Bank & Trust | History | Added to | 3,547 | 255 | 0.04% | 0.04% | 274 | +2 | 0.06% | Q3 2026 | Oct 16, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 3,531 | 254 | 0.02% | 0.03% | 275 | +105 | 3.06% | Q3 2026 | Nov 03, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 3,404 | 254 | 0.14% | 0.14% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 3,348 | 250 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 3,353 | 250 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stokes Family Office, LLC | History | No change | 3,358 | 250 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | No change | 3,450 | 250 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 3,462 | 249 | 0.0% | 0.0% | 281 | +46 | 1.35% | Q3 2026 | Oct 16, 2026 |
| Avant Capital LLC | History | No change | 3,305 | 246 | 0.15% | 0.15% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 3,278 | 244 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 3,377 | 243 | 0.01% | 0.01% | 285 | +37 | 1.11% | Q3 2026 | Oct 22, 2026 |
| Arkadios Wealth Advisors | History | No change | 3,261 | 243 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREENLEAF TRUST | History | Reduced | 3,249 | 234 | 0.0% | 0.0% | 286 | -45 | -1.37% | Q3 2026 | Oct 29, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 3,122 | 233 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 3,094 | 231 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,088 | 230 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 3,075 | 229 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 3,073 | 229 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INCEPTIONR LLC | History | No change | 3,059 | 228 | 0.06% | 0.06% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 3,034 | 226 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 3,126 | 225 | 0.0% | 0.0% | 294 | -717 | -18.66% | Q3 2026 | Oct 15, 2026 |
| Paragon Capital Management Ltd | History | Added to | 3,070 | 221 | 0.04% | 0.04% | 295 | +20 | 0.66% | Q3 2026 | Oct 09, 2026 |
| Martin Capital Partners, LLC | History | New | 3,060 | 220 | 0.08% | — | 296 | +3,060 | New | Q3 2026 | Oct 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,910 | 217 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethic Inc. | History | Added to | 3,003 | 216 | 0.0% | 0.0% | 298 | +68 | 2.32% | Q3 2026 | Nov 03, 2026 |
| HB Wealth Management, LLC | History | Reduced | 2,976 | 214 | 0.0% | 0.0% | 299 | -268 | -8.26% | Q3 2026 | Oct 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,935 | 211 | 0.0% | 0.0% | 300 | +172 | 6.23% | Q3 2026 | Nov 02, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 2,884 | 207 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Advisors Asset Management, Inc. | History | No change | 2,736 | 204 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,753 | 198 | 0.01% | 0.01% | 303 | +203 | 7.96% | Q3 2026 | Oct 27, 2026 |
| KBC Group NV | History | No change | 2,723 | 196 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 2,510 | 180 | 0.02% | 0.02% | 305 | +100 | 4.15% | Q3 2026 | Oct 05, 2026 |
| Hamilton Capital Partners Inc. | History | No change | 2,378 | 177 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 2,033 | 146 | 0.0% | 0.01% | 307 | +124 | 6.5% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,817 | 135 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,622 | 116 | 0.0% | 0.03% | 309 | -18,204 | -91.82% | Q3 2026 | Oct 22, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,616 | 116 | 0.0% | 0.0% | 310 | +302 | 22.98% | Q3 2026 | Oct 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,514 | 109 | 0.01% | 0.01% | 311 | +56 | 3.84% | Q3 2026 | Oct 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,476 | 106 | 0.01% | 0.02% | 312 | -907 | -38.06% | Q3 2026 | Oct 27, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1,263 | 90 | 0.01% | — | 315 | +1,263 | New | Q3 2026 | Oct 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,249 | 90 | 0.0% | 0.0% | 313 | +4 | 0.32% | Q3 2026 | Nov 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,218 | 90 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,186 | 88 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFG Advisory, LLC | History | No change | 1,168 | 87 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 1,073 | 80 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,051 | 78 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 995 | 74 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 972 | 72 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 915 | 65 | 0.04% | 0.03% | 322 | +27 | 3.04% | Q3 2026 | Oct 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 778 | 56 | 0.0% | 0.0% | 323 | +43 | 5.85% | Q3 2026 | Nov 03, 2026 |
| Root Financial Partners, LLC | History | New | 765 | 55 | 0.0% | — | 324 | +765 | New | Q3 2026 | Oct 21, 2026 |
| Optiver Holding B.V. | History | No change | 717 | 53 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 684 | 49 | 0.0% | 0.0% | 326 | -168 | -19.72% | Q3 2026 | Oct 16, 2026 |
| SJS Investment Consulting Inc. | History | No change | 666 | 47 | 0.0% | 0.01% | 327 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| True Wealth Design, LLC | History | No change | 633 | 45 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 550 | 41 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grove Bank & Trust | History | No change | 559 | 40 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 413 | 29 | 0.01% | 0.0% | 331 | +393 | 1965.0% | Q3 2026 | Oct 19, 2026 |
| KFG LLC | History | New | 398 | 28 | 0.02% | — | 334 | +398 | New | Q3 2026 | Nov 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 376 | 28 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 375 | 28 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rydar Equities, Inc. | History | New | 367 | 26 | 0.01% | — | 336 | +367 | New | Q3 2026 | Oct 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 360 | 26 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 352 | 25 | 0.0% | 0.0% | 337 | +115 | 48.52% | Q3 2026 | Oct 08, 2026 |
| FIRST HORIZON CORP | History | No change | 322 | 23 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 285 | 21 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Persistent Asset Partners Ltd | History | No change | 283 | 21 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 248 | 18 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Added to | 248 | 17 | 0.0% | 0.0% | 342 | +8 | 3.33% | Q3 2026 | Oct 21, 2026 |
| Clearstead Trust, LLC | History | No change | 217 | 16 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Millstone Evans Group, LLC | History | No change | 215 | 16 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | No change | 223 | 16 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Accent Capital Management, LLC | History | No change | 188 | 14 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | Added to | 174 | 12 | 0.0% | 0.0% | 348 | +6 | 3.57% | Q3 2026 | Oct 14, 2026 |
| CVA Family Office, LLC | History | No change | 167 | 12 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ascentis Wealth Management, LLC | History | New | 164 | 11 | 0.0% | — | 352 | +164 | New | Q3 2026 | Nov 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 156 | 11 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quarry LP | History | No change | 150 | 11 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 158 | 11 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Covestor Ltd | History | Reduced | 120 | 9 | 0.01% | 0.01% | 354 | -169 | -58.48% | Q3 2026 | Oct 30, 2026 |
| TRUST CO OF VERMONT | History | No change | 133 | 9 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Rossby Financial, LCC | History | No change | 129 | 9 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Elyxium Wealth, LLC | History | New | 112 | 8 | 0.0% | — | 356 | +112 | New | Q3 2026 | Oct 27, 2026 |
| MATHER GROUP, LLC. | History | Added to | 108 | 7 | 0.0% | 0.0% | 358 | +45 | 71.43% | Q3 2026 | Oct 14, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 7 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 99 | 7 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 109 | 7 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.Safra Asset Management Corp | History | Added to | 85 | 6 | 0.0% | 0.0% | 361 | +25 | 41.67% | Q3 2026 | Nov 03, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 86 | 6 | 0.0% | 0.0% | 363 | +6 | 7.5% | Q3 2026 | Oct 20, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 88 | 6 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 71 | 5 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 72 | 5 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 72 | 5 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Valued Wealth Advisors LLC | History | No change | 76 | 5 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MidFirst Bank | History | No change | 80 | 5 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| James T. Borello RIA | History | No change | 67 | 4 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 49 | 3 | 0.0% | — | 371 | +49 | New | Q3 2026 | Oct 15, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 50 | 3 | 0.0% | 0.0% | 370 | +20 | 66.67% | Q3 2026 | Oct 27, 2026 |
| City State Bank | History | New | 40 | 2 | 0.0% | — | 377 | +40 | New | Q3 2026 | Oct 20, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 29 | 2 | 0.0% | — | 378 | +29 | New | Q3 2026 | Oct 30, 2026 |
| Quent Capital, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPL Wealth Management, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Torren Management, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 37 | 2 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bayforest Capital Ltd | History | New | 27 | 1 | 0.0% | — | 389 | +27 | New | Q3 2026 | Nov 03, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 18 | 1 | 0.0% | — | 388 | +18 | New | Q3 2026 | Oct 23, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 20 | 1 | 0.0% | 0.0% | 381 | +4 | 25.0% | Q3 2026 | Nov 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 17 | 1 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 14 | 1 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Avion Wealth | History | No change | 14 | 1 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Spire Wealth Management | History | No change | 20 | 1 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HFM Investment Advisors, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ares Financial Consulting, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,330 | -100.0% | Q3 2026 | Nov 02, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,300 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,756 | -100.0% | Q3 2026 | Nov 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q3 2026 | Nov 02, 2026 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Nov 03, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 09, 2026 |
| GK Wealth Management LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 09, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q3 2026 | Oct 27, 2026 |
| Hughes Financial Services, LLC | History | Added to | 11 | 0 | — | — | — | +1 | 10.0% | Q3 2026 | Oct 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Management Professionals, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Larson Financial Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Bell Investment Advisors, Inc | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bare Financial Services, Inc | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Planning Strategies Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |