INDEPENDENT BANK CORP /MI/ - IBCP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 2,984,939 | 107,666 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 901,531 | 31,770 | 0.01% | 0.01% | 2 | +11,088 | 1.25% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 879,625 | 31,728 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 824,463 | 29,738 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 780,992 | 28,170 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 756,325 | 27,262 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 697,724 | 25,166 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 617,500 | 22,273 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 537,677 | 19,398 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 415,987 | 15,004 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 388,293 | 14,006 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 380,322 | 13,718 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 346,624 | 12,502 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 344,118 | 12,402 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 338,633 | 12,214 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 329,514 | 11,885 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PL Capital Advisors, LLC | History | No change | 318,985 | 11,505 | 3.2% | 3.2% | 17 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 318,638 | 11,493 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 252,470 | 9,106 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 235,095 | 8,284 | 0.0% | 0.0% | 20 | -38,037 | -13.93% | Q3 2026 | Nov 02, 2026 |
| CSM Advisors, LLC | History | No change | 223,770 | 8,073 | 0.17% | 0.17% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 219,284 | 7,909 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 211,161 | 7,616 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FJ Capital Management LLC | History | No change | 203,607 | 7,344 | 0.95% | 0.95% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 202,718 | 7,312 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 197,104 | 6,945 | 0.01% | 0.01% | 26 | -22,822 | -10.38% | Q3 2026 | Nov 04, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 191,750 | 6,916 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 178,957 | 6,454 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 167,623 | 6,046 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 149,542 | 5,393 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ategra Capital Management, LLC | History | No change | 139,223 | 5,021 | 2.26% | 2.26% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 138,935 | 5,011 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 134,803 | 4,862 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 108,183 | 3,902 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 107,000 | 3,859 | 0.7% | 0.7% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 103,132 | 3,719 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 101,839 | 3,673 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 98,850 | 3,565 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 85,017 | 3,066 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 81,804 | 2,950 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 78,002 | 2,813 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 76,229 | 2,749 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 74,150 | 2,665 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 70,411 | 2,539 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 68,028 | 2,453 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 61,331 | 2,212 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 58,934 | 2,125 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 58,372 | 2,105 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 57,667 | 2,080 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 53,511 | 1,930 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 51,572 | 1,860 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 47,865 | 1,726 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 46,792 | 1,688 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 43,334 | 1,563 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 43,102 | 1,554 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 39,300 | 1,417 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 38,776 | 1,398 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 35,711 | 1,288 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 35,611 | 1,254 | 0.0% | 0.0% | 59 | +29,335 | 467.42% | Q3 2026 | Nov 02, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 33,496 | 1,180 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 32,530 | 1,173 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 31,504 | 1,136 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 30,459 | 1,098 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 29,983 | 1,056 | 0.0% | 0.0% | 64 | -264 | -0.87% | Q3 2026 | Nov 02, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 29,228 | 1,054 | 0.13% | 0.13% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 28,947 | 1,020 | 0.02% | 0.02% | 66 | -1,438 | -4.73% | Q3 2026 | Oct 16, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 27,699 | 999 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 27,043 | 952 | 0.02% | 0.01% | 68 | +2,712 | 11.15% | Q3 2026 | Oct 13, 2026 |
| Atom Investors LP | History | No change | 25,236 | 910 | 0.08% | 0.08% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SummerHaven Investment Management, LLC | History | Added to | 25,488 | 898 | 0.5% | 0.42% | 71 | +3,997 | 18.6% | Q3 2026 | Oct 19, 2026 |
| RHUMBLINE ADVISERS | History | No change | 24,922 | 898 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 24,104 | 869 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| BAILARD, INC. | History | Reduced | 23,560 | 830 | 0.02% | 0.02% | 73 | -4,300 | -15.43% | Q3 2026 | Oct 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 21,069 | 759 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 21,157 | 745 | 0.0% | 0.0% | 75 | +3,938 | 22.87% | Q3 2026 | Oct 28, 2026 |
| Cetera Investment Advisers | History | No change | 20,399 | 735 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 21,693 | 722 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 18,233 | 657 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 18,289 | 644 | 0.0% | 0.0% | 79 | -4,830 | -20.89% | Q3 2026 | Nov 04, 2026 |
| Achmea Investment Management B.V. | History | New | 17,700 | 624 | 0.0% | — | 80 | +17,700 | New | Q3 2026 | Oct 30, 2026 |
| Legal & General Group Plc | History | No change | 17,010 | 613 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | No change | 16,902 | 609 | 0.1% | 0.1% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 16,809 | 606 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | History | Reduced | 16,920 | 596 | 0.08% | 0.13% | 84 | -9,504 | -35.97% | Q3 2026 | Oct 28, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 16,098 | 580 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rafferty Asset Management, LLC | History | No change | 14,310 | 516 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 14,016 | 505 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rehmann Capital Advisory Group | History | No change | 13,627 | 491 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 13,407 | 483 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTATE CORP | History | No change | 12,700 | 458 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 12,234 | 441 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 12,055 | 434 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 11,743 | 423 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 11,441 | 412 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | New | 11,112 | 391 | 0.02% | — | 95 | +11,112 | New | Q3 2026 | Oct 23, 2026 |
| Quadrature Capital Ltd | History | No change | 10,439 | 376 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 10,397 | 375 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | No change | 10,400 | 375 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 10,423 | 367 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Boston Partners | History | No change | 10,128 | 365 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IEQ CAPITAL, LLC | History | No change | 9,938 | 358 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 9,882 | 356 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 9,783 | 352 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 9,758 | 351 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 9,600 | 346 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 9,319 | 336 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Jupiter Topco LLC | History | No change | 9,278 | 334 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 9,241 | 333 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 8,997 | 324 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| LJI Wealth Management, LLC | History | No change | 9,000 | 317 | 0.04% | 0.05% | 110 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,768 | 316 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| XTX Topco Ltd | History | No change | 8,566 | 308 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 8,230 | 296 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,019 | 286 | 0.0% | 0.0% | 116 | +1,937 | 31.85% | Q3 2026 | Oct 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 7,945 | 286 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 7,956 | 286 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 7,980 | 281 | 0.01% | 0.0% | 117 | -14 | -0.18% | Q3 2026 | Oct 22, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 7,277 | 262 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,262 | 261 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 6,742 | 243 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 6,649 | 239 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 6,580 | 237 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 6,555 | 230 | 0.01% | — | 123 | +6,555 | New | Q3 2026 | Oct 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 6,257 | 225 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,209 | 223 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DRW Securities, LLC | History | No change | 6,117 | 220 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 6,058 | 218 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 5,771 | 208 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,789 | 208 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Amundi | History | No change | 5,651 | 203 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 5,158 | 186 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 4,989 | 179 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 4,810 | 169 | 0.0% | 0.0% | 133 | +881 | 22.42% | Q3 2026 | Oct 20, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,600 | 165 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,038 | 109 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 2,805 | 101 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 2,591 | 93 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,447 | 88 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,086 | 75 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,972 | 71 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,669 | 60 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 1,502 | 52 | 0.0% | 0.0% | 142 | +404 | 36.79% | Q3 2026 | Oct 21, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,290 | 46 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 1,285 | 46 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| William Mack & Associates, Inc. | History | New | 1,200 | 42 | 0.01% | — | 145 | +1,200 | New | Q3 2026 | Oct 27, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,169 | 41 | 0.0% | 0.0% | 146 | -20 | -1.68% | Q3 2026 | Nov 03, 2026 |
| Versant Capital Management, Inc | History | No change | 1,085 | 38 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Burnham & Co LLC | History | No change | 1,000 | 36 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 900 | 31 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 833 | 30 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 832 | 29 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Larson Financial Group LLC | History | No change | 818 | 29 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 800 | 28 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 493 | 17 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 435 | 15 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 359 | 12 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 263 | 9 | 0.0% | 0.0% | 157 | +27 | 11.44% | Q3 2026 | Oct 08, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 245 | 8 | 0.0% | — | 160 | +245 | New | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 232 | 8 | 0.0% | 0.0% | 159 | +93 | 66.91% | Q3 2026 | Oct 08, 2026 |
| IFP Advisors, Inc | History | No change | 247 | 8 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 206 | 7 | 0.0% | 0.0% | 161 | +1 | 0.49% | Q3 2026 | Nov 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 169 | 5 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Root Financial Partners, LLC | History | New | 97 | 3 | 0.0% | — | 166 | +97 | New | Q3 2026 | Oct 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 94 | 3 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BAYBAN | History | No change | 100 | 3 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Essential Partners LLC | History | No change | 99 | 3 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| GK Wealth Management LLC | History | New | 79 | 2 | 0.0% | — | 172 | +79 | New | Q3 2026 | Oct 09, 2026 |
| Clark Wealth Partners | History | New | 65 | 2 | 0.0% | — | 173 | +65 | New | Q3 2026 | Oct 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 73 | 2 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 69 | 2 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Quarry LP | History | No change | 61 | 2 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 57 | 2 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 43 | 1 | 0.0% | 0.0% | 179 | -4 | -8.51% | Q3 2026 | Nov 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Optiver Holding B.V. | History | No change | 34 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Bare Financial Services, Inc | History | No change | 30 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Kilter Group LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -191,362 | -100.0% | Q3 2026 | Oct 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Parkside Financial Bank & Trust | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2026 | Oct 27, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Oct 29, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q3 2026 | Oct 26, 2026 |
| Midwest Capital Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Nov 04, 2026 |
| Covestor Ltd | History | Added to | 13 | 0 | — | — | — | +2 | 18.18% | Q3 2026 | Oct 30, 2026 |
| Fortitude Family Office, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Rialto Wealth Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Torren Management, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |