ICICI BANK LTD - IBN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 54,395,929 | 1,579,113 | 0.08% | 0.08% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 51,506,124 | 1,512,219 | 2.74% | 2.74% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GQG Partners LLC | History | No change | 30,898,356 | 896,979 | 1.67% | 1.67% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Temasek Holdings (Private) Ltd | History | No change | 29,195,789 | 804,343 | 2.19% | 2.28% | 4 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Invesco Ltd. | History | No change | 24,413,343 | 708,719 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 25,330,924 | 697,866 | 0.84% | 0.75% | 6 | +4,181,828 | 19.77% | Q3 2026 | Oct 20, 2026 |
| JPMORGAN CHASE & CO | History | No change | 22,995,940 | 675,160 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 15,758,413 | 462,667 | 0.33% | 0.33% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIL Ltd | History | No change | 13,677,943 | 397,070 | 0.29% | 0.29% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 11,046,216 | 304,274 | 0.06% | 0.05% | 10 | +670,174 | 6.46% | Q3 2026 | Nov 04, 2026 |
| Capital International Investors | History | No change | 9,314,287 | 270,484 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ninety One UK Ltd | History | Added to | 9,490,129 | 261,453 | 0.57% | 0.6% | 12 | +306,158 | 3.33% | Q3 2026 | Oct 15, 2026 |
| North of South Capital LLP | History | No change | 8,690,448 | 252,283 | 18.57% | 18.57% | 13 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STATE STREET CORP | History | No change | 8,267,205 | 239,996 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 8,248,071 | 239,441 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Milestone Resources Group Ltd | History | No change | 7,890,422 | 217,381 | 14.65% | 13.99% | 16 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Hardman Johnston Global Advisors LLC | History | No change | 7,370,799 | 213,974 | 7.51% | 7.51% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 6,266,355 | 181,912 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 6,161,353 | 178,864 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 6,116,835 | 177,572 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 5,777,227 | 167,713 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 5,650,701 | 164,039 | 0.07% | 0.07% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAILLIE GIFFORD & CO | History | No change | 5,020,717 | 145,751 | 0.13% | 0.13% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 4,826,120 | 140,102 | 0.81% | 0.81% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 4,822,675 | 140,002 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 4,666,638 | 135,472 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,661,307 | 135,317 | 0.1% | 0.1% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EARNEST PARTNERS LLC | History | No change | 4,504,348 | 130,761 | 0.47% | 0.47% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 4,441,300 | 128,930 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashoka WhiteOak Capital Pte Ltd | History | Reduced | 4,557,061 | 125,547 | 36.64% | 32.19% | 30 | -158,482 | -3.36% | Q3 2026 | Oct 28, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 3,991,397 | 115,870 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 3,924,517 | 114,028 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 3,923,658 | 113,903 | 0.22% | 0.22% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 3,848,909 | 111,733 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 3,776,019 | 109,617 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMANSA CAPITAL PTE. LTD. | History | Reduced | 3,926,021 | 108,161 | 54.67% | 49.45% | 36 | -73,979 | -1.85% | Q3 2026 | Oct 29, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 3,804,067 | 104,802 | 0.1% | 0.1% | 37 | +306,363 | 8.76% | Q3 2026 | Nov 03, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,502,852 | 101,687 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 3,405,480 | 98,861 | 0.16% | 0.16% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 3,569,330 | 98,335 | 0.18% | 0.22% | 40 | -351,791 | -8.97% | Q3 2026 | Oct 29, 2026 |
| Clearbridge Investments, LLC | History | No change | 3,320,236 | 96,386 | 0.08% | 0.08% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 3,288,123 | 95,454 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 3,138,547 | 91,112 | 0.14% | 0.14% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,774,649 | 80,548 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 2,686,661 | 77,993 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2,495,490 | 72,444 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 2,428,709 | 70,505 | 0.3% | 0.3% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 2,402,205 | 69,736 | 0.06% | 0.06% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | No change | 2,332,109 | 67,701 | 0.15% | 0.15% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 2,606,067 | 67,497 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 2,289,915 | 66,470 | 0.08% | 0.08% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Carrhae Capital LLP | History | Reduced | 2,321,873 | 63,967 | 2.06% | 2.8% | 52 | -1,174,306 | -33.59% | Q3 2026 | Oct 20, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 1,803,724 | 52,362 | 0.69% | 0.69% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| C WorldWide Group Holding A/S | History | Reduced | 1,867,945 | 51,462 | 1.3% | 1.33% | 54 | -33,256 | -1.75% | Q3 2026 | Nov 04, 2026 |
| Formuepleje A/S | History | Reduced | 1,816,359 | 50,040 | 4.15% | 5.09% | 55 | -426,893 | -19.03% | Q3 2026 | Oct 15, 2026 |
| Fisher Asset Management, LLC | History | No change | 1,637,458 | 47,535 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TT International Asset Management LTD | History | Reduced | 1,632,769 | 44,982 | 5.01% | 9.4% | 57 | -908,329 | -35.75% | Q3 2026 | Oct 30, 2026 |
| EFG International AG | History | No change | 1,410,860 | 40,992 | 0.75% | 0.75% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAMLYN CAPITAL, LLC | History | No change | 1,399,425 | 40,625 | 0.66% | 0.66% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Think Investments LP | History | No change | 1,292,200 | 37,512 | 4.43% | 4.43% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| E. Ohman J:or Asset Management AB | History | Added to | 1,349,925 | 37,190 | 0.83% | 0.91% | 61 | +6,181 | 0.46% | Q3 2026 | Oct 22, 2026 |
| Brooklands Fund Management Ltd | History | New | 1,292,200 | 35,600 | 4.55% | — | 62 | +1,292,200 | New | Q3 2026 | Oct 28, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 1,173,623 | 34,070 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 1,165,430 | 33,832 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Added to | 1,143,778 | 31,511 | 0.01% | 0.01% | 65 | +595,736 | 108.7% | Q3 2026 | Nov 04, 2026 |
| Ninety One North America, Inc. | History | Added to | 1,137,487 | 31,337 | 1.47% | 0.83% | 66 | +530,612 | 87.43% | Q3 2026 | Oct 15, 2026 |
| Cullen Capital Management, LLC | History | No change | 1,050,299 | 30,490 | 0.3% | 0.3% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 1,099,590 | 30,293 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 929,025 | 26,969 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 902,516 | 26,200 | 0.08% | 0.08% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 888,558 | 25,794 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 866,858 | 25,165 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 790,512 | 22,948 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 839,736 | 22,883 | 0.03% | 0.01% | 74 | +496,095 | 144.36% | Q3 2026 | Oct 27, 2026 |
| Border to Coast Pensions Partnership Ltd | History | Reduced | 825,409 | 22,706 | 0.31% | 0.38% | 75 | -52,306 | -5.96% | Q3 2026 | Oct 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 733,975 | 21,307 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 737,314 | 21,255 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 699,743 | 20,460 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 699,670 | 20,311 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 692,064 | 20,090 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGEBRIS (UK) LTD | History | No change | 679,060 | 19,651 | 1.29% | 1.29% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRUDENTIAL PLC | History | No change | 663,600 | 19,483 | 0.11% | 0.11% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 665,730 | 19,326 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 690,731 | 19,029 | 0.01% | 0.0% | 84 | +496,466 | 255.56% | Q3 2026 | Nov 02, 2026 |
| Jump Financial, LLC | History | No change | 653,063 | 18,958 | 0.15% | 0.15% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 624,663 | 18,133 | 0.07% | 0.07% | 86 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FMR LLC | History | No change | 620,897 | 18,024 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 576,105 | 16,758 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Allianz Asset Management GmbH | History | No change | 570,633 | 16,565 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 569,499 | 16,532 | 9.11% | 9.11% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 563,056 | 16,345 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 552,168 | 16,316 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crestwood Capital Management, L.P. | History | No change | 560,822 | 16,280 | 10.66% | 10.66% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GUARDIAN CAPITAL LP | History | No change | 550,067 | 15,968 | 0.39% | 0.39% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 544,207 | 15,798 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 526,254 | 15,277 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 478,999 | 13,905 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 475,847 | 13,813 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | No change | 447,935 | 13,003 | 0.14% | 0.14% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 470,000 | 12,948 | 0.06% | 0.1% | 100 | -232,445 | -33.09% | Q3 2026 | Nov 02, 2026 |
| Capital International, Inc./CA/ | History | No change | 444,167 | 12,894 | 0.09% | 0.09% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 463,206 | 12,742 | 0.02% | 0.02% | 102 | -39,440 | -7.85% | Q3 2026 | Nov 04, 2026 |
| CREDIT AGRICOLE S A | History | No change | 438,342 | 12,725 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FACT Capital, LP | History | No change | 430,329 | 12,492 | 7.02% | 7.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 424,346 | 12,318 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 415,683 | 12,067 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 409,799 | 11,896 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ovata Capital Management Ltd | History | No change | 399,984 | 11,621 | 0.87% | 0.87% | 108 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 415,877 | 11,457 | 0.2% | 0.28% | 109 | -156,740 | -27.37% | Q3 2026 | Oct 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 381,082 | 11,062 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital International Sarl | History | No change | 377,324 | 10,953 | 0.16% | 0.16% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 395,332 | 10,891 | 0.09% | 0.01% | 112 | +338,389 | 594.26% | Q3 2026 | Oct 30, 2026 |
| HRT FINANCIAL LP | History | No change | 373,171 | 10,833 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 370,628 | 10,759 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 358,487 | 10,406 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 354,966 | 10,304 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 364,547 | 10,043 | 2.17% | 2.17% | 117 | -3,972 | -1.08% | Q3 2026 | Oct 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 345,667 | 10,034 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 316,418 | 9,185 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 316,166 | 9,178 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ethic Inc. | History | Added to | 322,462 | 8,883 | 0.1% | 0.11% | 121 | +16,137 | 5.27% | Q3 2026 | Nov 03, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | No change | 303,500 | 8,810 | 0.29% | 0.29% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Added to | 313,620 | 8,640 | 0.07% | 0.01% | 123 | +283,934 | 956.46% | Q3 2026 | Oct 21, 2026 |
| Achmea Investment Management B.V. | History | New | 305,470 | 8,422 | 0.07% | — | 124 | +305,470 | New | Q3 2026 | Oct 30, 2026 |
| M&T BANK CORP | History | No change | 289,946 | 8,416 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 287,755 | 8,359 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | No change | 269,353 | 7,819 | 0.07% | 0.07% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 280,541 | 7,728 | 0.06% | 0.08% | 128 | +42,442 | 17.83% | Q3 2026 | Oct 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 265,649 | 7,711 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triveni Capital Investments LP | History | No change | 260,822 | 7,571 | 9.03% | 9.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carmel Capital Management L.L.C. | History | No change | 270,525 | 7,452 | 1.75% | 1.72% | 131 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Templeton & Phillips Capital Management, LLC | History | No change | 249,393 | 7,239 | 5.28% | 5.28% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 243,995 | 7,083 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AXIOM INVESTORS LLC /DE | History | No change | 242,180 | 7,030 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perpetual Ltd | History | Reduced | 250,909 | 6,912 | 0.11% | 0.11% | 135 | -10,558 | -4.04% | Q3 2026 | Oct 13, 2026 |
| CAPITAL INTERNATIONAL LTD /CA/ | History | No change | 238,032 | 6,910 | 0.23% | 0.23% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 237,103 | 6,883 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 234,493 | 6,807 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 230,160 | 6,681 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 220,920 | 6,413 | 0.12% | 0.12% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 214,800 | 6,235 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Moran Wealth Management, LLC | History | Added to | 225,153 | 6,202 | 0.17% | 0.17% | 142 | +11,630 | 5.45% | Q3 2026 | Oct 22, 2026 |
| Capital World Investors | History | No change | 204,146 | 5,993 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 205,920 | 5,977 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Reduced | 214,516 | 5,909 | 0.22% | 0.24% | 145 | -7,693 | -3.46% | Q3 2026 | Oct 22, 2026 |
| Nuveen, LLC | History | No change | 202,409 | 5,875 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Haven Global Partners, LLC | History | New | 210,231 | 5,791 | 5.16% | — | 147 | +210,231 | New | Q3 2026 | Oct 13, 2026 |
| Vident Advisory, LLC | History | No change | 194,011 | 5,632 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE GROUP LLC | History | No change | 191,890 | 5,570 | 0.23% | 0.23% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 184,069 | 5,071 | 0.01% | 0.01% | 150 | +2,816 | 1.55% | Q3 2026 | Oct 21, 2026 |
| BARCLAYS PLC | History | No change | 173,681 | 5,041 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 170,200 | 4,940 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 166,856 | 4,843 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| US BANCORP \DE\ | History | No change | 165,974 | 4,818 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AIA Group Ltd | History | Reduced | 173,258 | 4,773 | 0.06% | 0.08% | 155 | -48,772 | -21.97% | Q3 2026 | Oct 30, 2026 |
| HighTower Advisors, LLC | History | No change | 161,925 | 4,700 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 161,530 | 4,689 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Added to | 168,245 | 4,635 | 2.44% | 2.52% | 158 | +701 | 0.42% | Q3 2026 | Nov 03, 2026 |
| Artisan Partners Limited Partnership | History | No change | 157,489 | 4,571 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 150,158 | 4,359 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 147,298 | 4,276 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Added to | 155,050 | 4,271 | 2.16% | 2.06% | 162 | +18,990 | 13.96% | Q3 2026 | Oct 13, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 137,701 | 3,997 | 0.09% | 0.09% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 135,617 | 3,936 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 140,846 | 3,880 | 0.05% | 0.05% | 165 | +16,630 | 13.39% | Q3 2026 | Oct 21, 2026 |
| Aperture Investors, LLC | History | No change | 133,325 | 3,870 | 0.35% | 0.35% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 133,104 | 3,864 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Henry James International Management Inc. | History | Added to | 138,760 | 3,822 | 1.16% | 1.21% | 168 | +106 | 0.08% | Q3 2026 | Oct 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 127,508 | 3,701 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 123,328 | 3,580 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 116,963 | 3,395 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 115,622 | 3,356 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 120,357 | 3,315 | 0.02% | 0.03% | 173 | -31,466 | -20.73% | Q3 2026 | Oct 16, 2026 |
| Aberdeen Group plc | History | No change | 110,322 | 3,202 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | No change | 110,004 | 3,193 | 0.65% | 0.65% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 109,241 | 3,171 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 108,500 | 3,149 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAM Holding AG | History | Added to | 113,680 | 3,131 | 0.26% | 0.18% | 178 | +32,900 | 40.73% | Q3 2026 | Nov 03, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 107,529 | 3,121 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 108,776 | 2,976 | 0.01% | 0.01% | 180 | -6,270 | -5.45% | Q3 2026 | Oct 29, 2026 |
| Havemeyer Place LP | History | No change | 102,444 | 2,973 | 0.29% | 0.29% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 101,382 | 2,943 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Asset Management One Co., Ltd. | History | No change | 106,483 | 2,933 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC | History | No change | 100,402 | 2,914 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sava Infond d.o.o. | History | No change | 101,400 | 2,793 | 0.16% | 0.21% | 185 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Groupe la Francaise | History | No change | 93,256 | 2,709 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| BESSEMER GROUP INC | History | No change | 93,220 | 2,707 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TrueMark Investments, LLC | History | No change | 92,081 | 2,673 | 0.33% | 0.33% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OPAL CAPITAL LLC | History | No change | 92,081 | 2,673 | 0.48% | 0.48% | 189 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vontobel Holding Ltd. | History | Added to | 95,220 | 2,623 | 0.01% | 0.01% | 190 | +10,839 | 12.85% | Q3 2026 | Oct 16, 2026 |
| Jain Global LLC | History | No change | 89,373 | 2,594 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | No change | 86,720 | 2,517 | 0.74% | 0.74% | 192 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 84,828 | 2,462 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 84,792 | 2,461 | 0.12% | 0.12% | 194 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Mariner, LLC | History | No change | 84,683 | 2,458 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 82,892 | 2,406 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 87,126 | 2,400 | 0.07% | 0.07% | 197 | -5,230 | -5.66% | Q3 2026 | Oct 28, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 86,915 | 2,394 | 0.13% | 0.14% | 198 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 82,119 | 2,384 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 81,979 | 2,379 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARGA Investment Management, LP | History | No change | 85,759 | 2,362 | 0.06% | 0.06% | 201 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| TRIGLAV INVESTMENTS, D.O.O. | History | No change | 81,379 | 2,362 | 0.12% | 0.12% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 85,138 | 2,345 | 0.1% | 0.11% | 203 | -2,731 | -3.11% | Q3 2026 | Oct 13, 2026 |
| COMGEST GLOBAL INVESTORS S.A.S. | History | No change | 78,161 | 2,269 | 0.05% | 0.05% | 204 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LBP AM SA | History | No change | 73,500 | 2,133 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Baldwin Investment Management, LLC | History | No change | 73,112 | 2,122 | 0.21% | 0.21% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CenterBook Partners LP | History | New | 76,354 | 2,103 | 0.1% | — | 207 | +76,354 | New | Q3 2026 | Nov 02, 2026 |
| HARDING LOEVNER LP | History | No change | 71,873 | 2,097 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XY Capital Ltd | History | No change | 71,298 | 2,069 | 2.0% | 2.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Walleye Trading LLC | History | No change | 71,262 | 2,068 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 70,826 | 2,056 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 74,190 | 2,043 | 0.07% | 0.08% | 212 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Naviter Wealth, LLC | History | No change | 69,186 | 2,008 | 0.18% | 0.18% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORGES BANK | History | No change | 69,144 | 2,007 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 69,026 | 2,003 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 67,653 | 1,963 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 70,766 | 1,949 | 0.43% | 0.44% | 217 | +1,472 | 2.12% | Q3 2026 | Oct 08, 2026 |
| Aviso Financial Inc. | History | No change | 66,812 | 1,939 | 0.07% | 0.07% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 69,629 | 1,918 | 0.0% | 0.0% | 219 | +18,866 | 37.16% | Q3 2026 | Oct 29, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 67,100 | 1,848 | 0.06% | 0.06% | 220 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP | History | No change | 63,508 | 1,843 | 0.56% | 0.56% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PCM Encore, LLC | History | No change | 62,356 | 1,810 | 0.32% | 0.32% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GROUP ONE TRADING LLC | History | No change | 61,700 | 1,791 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 61,429 | 1,783 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 63,655 | 1,753 | 0.09% | 0.08% | 225 | +10,683 | 20.17% | Q3 2026 | Oct 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 60,207 | 1,747 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 63,196 | 1,741 | 0.04% | — | 227 | +63,196 | New | Q3 2026 | Oct 16, 2026 |
| Bank Pictet & Cie (Europe) AG | History | Added to | 62,496 | 1,721 | 0.03% | 0.04% | 228 | +237 | 0.38% | Q3 2026 | Oct 20, 2026 |
| Bleakley Financial Group, LLC | History | No change | 58,898 | 1,709 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 61,805 | 1,702 | 0.0% | 0.0% | 230 | -2,839 | -4.39% | Q3 2026 | Nov 04, 2026 |
| Limestone Investment Advisors LP | History | No change | 57,300 | 1,663 | 0.12% | 0.12% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Added to | 59,319 | 1,634 | 0.02% | 0.01% | 232 | +19,998 | 50.86% | Q3 2026 | Oct 15, 2026 |
| FEDERATED HERMES, INC. | History | No change | 56,053 | 1,627 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 57,841 | 1,591 | 0.0% | 0.0% | 234 | -495 | -0.85% | Q3 2026 | Oct 16, 2026 |
| Walleye Capital LLC | History | No change | 53,400 | 1,550 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 53,260 | 1,546 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 52,397 | 1,443 | 0.0% | 0.0% | 237 | -226 | -0.43% | Q3 2026 | Oct 30, 2026 |
| Sanctuary Advisors, LLC | History | No change | 48,233 | 1,400 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 50,729 | 1,398 | 0.01% | 0.01% | 239 | +3,027 | 6.35% | Q3 2026 | Oct 26, 2026 |
| Caprock Group, LLC | History | No change | 47,001 | 1,364 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| West Family Investments, Inc. | History | No change | 45,820 | 1,330 | 0.39% | 0.39% | 241 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 45,491 | 1,320 | 0.51% | 0.51% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 46,644 | 1,285 | 0.02% | 0.02% | 243 | -304 | -0.65% | Q3 2026 | Oct 23, 2026 |
| Jupiter Topco LLC | History | No change | 44,166 | 1,282 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 43,349 | 1,258 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Qtron Investments LLC | History | No change | 41,582 | 1,207 | 0.16% | 0.16% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 40,999 | 1,190 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 40,689 | 1,181 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PDS Planning, Inc | History | Added to | 41,898 | 1,154 | 0.07% | 0.07% | 249 | +2,229 | 5.62% | Q3 2026 | Nov 03, 2026 |
| Janney Montgomery Scott LLC | History | No change | 39,440 | 1,145 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Snowden Capital Advisors LLC | History | No change | 39,300 | 1,140 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | No change | 38,400 | 1,114 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | No change | 38,124 | 1,106 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Creative Planning | History | Reduced | 39,592 | 1,090 | 0.0% | 0.0% | 254 | -370 | -0.93% | Q3 2026 | Nov 02, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 36,922 | 1,071 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | Added to | 38,500 | 1,060 | 0.17% | 0.15% | 256 | +3,000 | 8.45% | Q3 2026 | Oct 26, 2026 |
| HighVista Strategies LLC | History | No change | 35,884 | 1,041 | 0.24% | 0.24% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 37,614 | 1,036 | 0.01% | 0.01% | 258 | -9,652 | -20.42% | Q3 2026 | Oct 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 35,371 | 1,026 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 34,284 | 995 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compound Planning, Inc. | History | No change | 34,015 | 987 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SP Asset Management LLC | History | No change | 33,744 | 979 | 0.08% | 0.08% | 262 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BSW Wealth Partners | History | No change | 33,533 | 973 | 0.11% | 0.11% | 263 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TOBAM | History | Reduced | 35,104 | 967 | 0.4% | 0.25% | 264 | -952 | -2.64% | Q3 2026 | Nov 03, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 32,192 | 934 | 0.13% | 0.13% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 33,900 | 933 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| &PARTNERS | History | No change | 32,106 | 932 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 32,096 | 931 | 0.04% | 0.04% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NVWM, LLC | History | Added to | 31,914 | 879 | 0.16% | 0.18% | 269 | +833 | 2.68% | Q3 2026 | Oct 14, 2026 |
| Focus Partners Wealth | History | No change | 30,215 | 877 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 30,116 | 874 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fore Capital, LLC | History | No change | 30,000 | 870 | 0.26% | 0.26% | 272 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Virtu Financial LLC | History | No change | 29,849 | 867 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 29,695 | 862 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CONNABLE OFFICE INC | History | No change | 29,243 | 848 | 0.07% | 0.07% | 275 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 28,894 | 838 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | No change | 28,777 | 835 | 0.05% | 0.05% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | Reduced | 30,049 | 827 | 0.01% | 0.01% | 278 | -1,526 | -4.83% | Q3 2026 | Oct 28, 2026 |
| Leonteq Securities AG | History | New | 29,827 | 821 | 0.03% | — | 279 | +29,827 | New | Q3 2026 | Oct 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 27,991 | 812 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 28,973 | 798 | 0.01% | 0.01% | 281 | +7,621 | 35.69% | Q3 2026 | Oct 27, 2026 |
| Herold Advisors, Inc. | History | No change | 28,950 | 797 | 0.16% | 0.17% | 282 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 26,525 | 770 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 26,498 | 769 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Bridgewater Advisors Inc. | History | No change | 25,300 | 765 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 25,661 | 756 | 0.04% | 0.04% | 286 | +1,906 | 8.02% | Q3 2026 | Oct 21, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 27,425 | 755 | 0.03% | 0.04% | 287 | -1,475 | -5.1% | Q3 2026 | Oct 26, 2026 |
| XPONANCE LLC | History | Added to | 27,129 | 747 | 0.0% | 0.0% | 288 | +62 | 0.23% | Q3 2026 | Nov 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 26,248 | 732 | 0.0% | 0.0% | 289 | -721 | -2.67% | Q3 2026 | Oct 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 23,799 | 691 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 24,913 | 686 | 0.03% | 0.03% | 291 | +9,932 | 66.3% | Q3 2026 | Nov 02, 2026 |
| First Affirmative Financial Network | History | New | 24,721 | 681 | 0.15% | — | 292 | +24,721 | New | Q3 2026 | Oct 21, 2026 |
| Merit Financial Group, LLC | History | No change | 23,180 | 672 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Henshaw Capital LLC | History | No change | 24,407 | 672 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 22,649 | 657 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 23,787 | 655 | 0.03% | 0.04% | 296 | -90 | -0.38% | Q3 2026 | Oct 26, 2026 |
| Squarepoint Ops LLC | History | No change | 22,196 | 644 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Reduced | 23,052 | 635 | 0.05% | 0.07% | 298 | -1,750 | -7.06% | Q3 2026 | Oct 28, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | No change | 21,555 | 625 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 20,993 | 609 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREENLEAF TRUST | History | No change | 22,048 | 607 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 20,901 | 606 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Group Investment Management Pte. Ltd. | History | No change | 20,505 | 595 | 0.09% | 0.09% | 303 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | History | Reduced | 21,397 | 589 | 0.24% | 2.16% | 304 | -196,114 | -90.16% | Q3 2026 | Nov 04, 2026 |
| Ascent Group, LLC | History | Added to | 20,930 | 576 | 0.02% | 0.02% | 305 | +1,345 | 6.87% | Q3 2026 | Oct 30, 2026 |
| EagleClaw Capital Managment, LLC | History | No change | 19,250 | 558 | 0.07% | 0.07% | 306 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sompo Asset Management Co., Ltd. | History | No change | 19,180 | 556 | 0.09% | 0.09% | 307 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tuttle Capital Management, LLC | History | New | 20,237 | 555 | 0.24% | — | 308 | +20,237 | New | Q3 2026 | Oct 21, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 18,802 | 545 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plato Investment Management Ltd | History | No change | 18,371 | 530 | 0.03% | 0.03% | 310 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 18,793 | 517 | 0.0% | 0.0% | 311 | -15,677 | -45.48% | Q3 2026 | Nov 02, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 18,585 | 512 | 0.0% | 0.0% | 313 | -3,268 | -14.95% | Q3 2026 | Oct 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 18,612 | 512 | 0.05% | 0.05% | 312 | -595 | -3.1% | Q3 2026 | Oct 27, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 18,424 | 507 | 0.01% | 0.01% | 314 | +1,677 | 10.01% | Q3 2026 | Oct 27, 2026 |
| Hamilton Capital Partners Inc. | History | No change | 17,030 | 494 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aubrey Capital Management Ltd | History | Reduced | 17,919 | 493 | 0.43% | 0.96% | 316 | -34,681 | -65.93% | Q3 2026 | Oct 19, 2026 |
| Venturi Wealth Management, LLC | History | No change | 16,814 | 488 | 0.02% | 0.02% | 317 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 17,622 | 485 | 0.01% | 0.01% | 318 | +7,886 | 81.0% | Q3 2026 | Oct 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 16,510 | 479 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Frec Markets, Inc. | History | No change | 16,531 | 479 | 0.04% | 0.04% | 320 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 17,492 | 476 | 0.0% | 0.01% | 321 | +1,383 | 8.59% | Q3 2026 | Nov 04, 2026 |
| Blueshift Asset Management, LLC | History | No change | 16,371 | 475 | 0.11% | 0.11% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 17,148 | 472 | 0.02% | 0.02% | 323 | +446 | 2.67% | Q3 2026 | Oct 08, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 17,077 | 470 | 0.02% | 0.02% | 324 | +6,514 | 61.67% | Q3 2026 | Oct 20, 2026 |
| Arax Advisory Partners | History | No change | 16,035 | 465 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EntryPoint Capital, LLC | History | No change | 15,979 | 463 | 0.11% | 0.11% | 326 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 16,731 | 460 | 0.01% | 0.01% | 327 | -2,105 | -11.18% | Q3 2026 | Oct 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 16,670 | 459 | 0.01% | 0.01% | 329 | -1,961 | -10.53% | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | Added to | 16,672 | 459 | 0.01% | 0.01% | 328 | +600 | 3.73% | Q3 2026 | Oct 16, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 15,587 | 452 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alan B Lancz & Associates, Inc. | History | No change | 15,565 | 451 | 0.39% | 0.39% | 331 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RMR Wealth Builders | History | Added to | 16,051 | 442 | 0.03% | 0.03% | 332 | +189 | 1.19% | Q3 2026 | Oct 22, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 15,000 | 435 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FDx Advisors, Inc. | History | No change | 14,781 | 429 | 0.13% | 0.13% | 334 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 15,462 | 425 | 0.0% | 0.0% | 335 | -56,729 | -78.58% | Q3 2026 | Oct 28, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 15,303 | 421 | 0.02% | 0.02% | 336 | +729 | 5.0% | Q3 2026 | Oct 15, 2026 |
| Greenspring Advisors, LLC | History | No change | 14,162 | 411 | 0.02% | 0.02% | 337 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 13,947 | 404 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 14,385 | 396 | 0.0% | 0.0% | 339 | -325 | -2.21% | Q3 2026 | Oct 23, 2026 |
| Athena Wealth Management, LLC | History | New | 14,238 | 392 | 0.28% | — | 340 | +14,238 | New | Q3 2026 | Oct 09, 2026 |
| Arta Finance Wealth Management LLC | History | Reduced | 14,208 | 391 | 0.19% | 0.24% | 341 | -5,127 | -26.52% | Q3 2026 | Oct 28, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 13,429 | 389 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quantum Portfolio Management LLC | History | No change | 13,395 | 388 | 0.14% | 0.14% | 343 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | Added to | 14,078 | 387 | 0.02% | 0.02% | 344 | +577 | 4.27% | Q3 2026 | Oct 26, 2026 |
| EP Wealth Advisors, LLC | History | No change | 13,307 | 386 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneAscent Investment Solutions LLC | History | No change | 13,330 | 386 | 0.37% | 0.37% | 346 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Texas Yale Capital Corp. | History | No change | 13,290 | 385 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Canopy Partners, LLC | History | No change | 13,853 | 381 | 0.11% | 0.12% | 348 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 13,341 | 380 | 0.01% | 0.01% | 350 | -3,600 | -21.25% | Q3 2026 | Oct 20, 2026 |
| Savant Capital, LLC | History | No change | 13,102 | 380 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Coronation Fund Managers Ltd. | History | Added to | 13,763 | 379 | 0.01% | 0.01% | 351 | +4,702 | 51.89% | Q3 2026 | Oct 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 12,907 | 374 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 13,545 | 373 | 0.0% | 0.0% | 353 | -12,532 | -48.06% | Q3 2026 | Nov 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 12,799 | 371 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LGT Group Foundation | History | No change | 12,747 | 370 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 12,706 | 368 | 0.07% | 0.07% | 356 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 13,333 | 367 | 0.01% | 0.01% | 357 | +33 | 0.25% | Q3 2026 | Oct 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 13,278 | 365 | 0.0% | 0.0% | 358 | +5,799 | 77.54% | Q3 2026 | Nov 02, 2026 |
| Miller Global Investments, LLC | History | New | 12,748 | 351 | 0.28% | — | 359 | +12,748 | New | Q3 2026 | Oct 02, 2026 |
| Ballentine Partners, LLC | History | No change | 12,025 | 349 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Lido Advisors, LLC | History | New | 12,538 | 345 | 0.0% | — | 361 | +12,538 | New | Q3 2026 | Nov 04, 2026 |
| Legal & General Group Plc | History | No change | 11,688 | 339 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 12,267 | 337 | 0.01% | 0.01% | 363 | +81 | 0.66% | Q3 2026 | Oct 01, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 11,622 | 337 | 0.06% | 0.06% | 364 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 12,085 | 332 | 0.18% | — | 366 | +12,085 | New | Q3 2026 | Nov 02, 2026 |
| Capital Research Global Investors | History | No change | 11,337 | 332 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Shah Wealth Advisors, LLC | History | No change | 11,381 | 330 | 0.08% | 0.08% | 367 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUB Investment Partners, LLC | History | Added to | 11,952 | 329 | 0.01% | 0.0% | 369 | +3,203 | 36.61% | Q3 2026 | Nov 03, 2026 |
| Dakota Wealth Management | History | No change | 11,344 | 329 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 11,305 | 328 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 11,322 | 328 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 11,300 | 328 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 11,878 | 327 | 0.04% | 0.04% | 373 | +54 | 0.46% | Q3 2026 | Oct 21, 2026 |
| Aureus Asset Management, LLC | History | No change | 11,120 | 322 | 0.02% | 0.02% | 374 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnetar Financial LLC | History | No change | 10,964 | 318 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABN AMRO Bank N.V. | History | No change | 11,000 | 318 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BAILARD, INC. | History | New | 11,510 | 317 | 0.01% | — | 377 | +11,510 | New | Q3 2026 | Oct 13, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 11,255 | 310 | 0.06% | 0.06% | 378 | -740 | -6.17% | Q3 2026 | Oct 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 11,163 | 307 | 0.0% | 0.0% | 379 | +2,373 | 27.0% | Q3 2026 | Oct 22, 2026 |
| Sivia Capital Partners, LLC | History | No change | 10,533 | 305 | 0.04% | 0.04% | 380 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 11,020 | 303 | 0.01% | 0.02% | 381 | -1,356 | -10.96% | Q3 2026 | Oct 28, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 10,294 | 298 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GeoWealth Management, LLC | History | No change | 10,085 | 292 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 9,961 | 289 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10,479 | 288 | 0.01% | 0.01% | 385 | +454 | 4.53% | Q3 2026 | Nov 04, 2026 |
| SYON CAPITAL LLC | History | No change | 9,869 | 286 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 9,803 | 284 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Global Investments | History | No change | 9,983 | 275 | 0.01% | 0.02% | 388 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Ninety One SA (PTY) Ltd | History | Reduced | 9,754 | 268 | 0.01% | 0.02% | 389 | -148 | -1.49% | Q3 2026 | Oct 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 9,616 | 264 | 0.0% | 0.0% | 390 | -324 | -3.26% | Q3 2026 | Oct 28, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 9,511 | 262 | 0.05% | 0.05% | 391 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| OneAscent Family Office, LLC | History | No change | 9,037 | 262 | 0.13% | 0.13% | 392 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| R Squared Ltd | History | No change | 8,954 | 259 | 0.14% | 0.14% | 393 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 9,390 | 258 | 0.0% | — | 394 | +9,390 | New | Q3 2026 | Oct 16, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,520 | 247 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sovran Advisors, LLC | History | Reduced | 8,346 | 243 | 0.02% | 0.04% | 397 | -8,022 | -49.01% | Q3 2026 | Oct 30, 2026 |
| Daiichi Life Insurance Co., Ltd. | History | No change | 8,400 | 243 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 8,730 | 240 | 0.09% | 0.09% | 398 | -955 | -9.86% | Q3 2026 | Oct 26, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 8,539 | 235 | 0.02% | 0.0% | 399 | +8,067 | 1709.11% | Q3 2026 | Oct 29, 2026 |
| Diversify Advisory Services, LLC | History | New | 7,792 | 229 | 0.0% | — | 400 | +7,792 | New | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 7,792 | 229 | 0.0% | — | 401 | +7,792 | New | Q3 2026 | Oct 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 7,862 | 228 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 8,165 | 224 | 0.01% | 0.01% | 405 | +762 | 10.29% | Q3 2026 | Oct 26, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 8,133 | 224 | 0.01% | 0.01% | 404 | -274 | -3.26% | Q3 2026 | Nov 03, 2026 |
| Choate Investment Advisors | History | No change | 7,717 | 224 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Calydon Capital | History | No change | 7,600 | 220 | 0.03% | 0.03% | 406 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 7,940 | 218 | 0.0% | 0.0% | 407 | +208 | 2.69% | Q3 2026 | Oct 27, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 7,908 | 217 | 0.14% | 0.39% | 408 | -13,122 | -62.4% | Q3 2026 | Oct 20, 2026 |
| MW ADVISORY, LLC | History | Reduced | 7,682 | 211 | 0.08% | 0.13% | 409 | -3,815 | -33.18% | Q3 2026 | Oct 19, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 7,217 | 209 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 7,215 | 209 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Eurizon Asset Management Slovakia, sprav. spol., a.s. | History | No change | 7,200 | 209 | 5.22% | 5.22% | 412 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 7,051 | 204 | 0.02% | 0.02% | 413 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 7,372 | 203 | 0.01% | — | 415 | +7,372 | New | Q3 2026 | Oct 29, 2026 |
| Granite Group Advisors, LLC | History | No change | 7,384 | 203 | 0.13% | 0.13% | 414 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Hardy Reed LLC | History | No change | 6,919 | 200 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 6,838 | 198 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Axxion S.A. | History | Added to | 6,597 | 181 | 0.01% | 0.0% | 418 | +6,000 | 1005.03% | Q3 2026 | Oct 22, 2026 |
| MATHER GROUP, LLC. | History | Added to | 6,530 | 179 | 0.0% | 0.0% | 419 | +214 | 3.39% | Q3 2026 | Oct 14, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 5,715 | 165 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 5,940 | 163 | 0.02% | 0.02% | 421 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5,535 | 162 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 5,500 | 159 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WPG Advisers, LLC | History | Reduced | 5,374 | 148 | 0.08% | 0.09% | 424 | -81 | -1.48% | Q3 2026 | Oct 27, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 5,336 | 147 | 0.0% | 0.0% | 426 | -73 | -1.35% | Q3 2026 | Oct 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 5,085 | 147 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evelyn Partners Group Ltd | History | No change | 4,801 | 139 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Grove Bank & Trust | History | Added to | 4,205 | 115 | 0.01% | 0.01% | 428 | +172 | 4.26% | Q3 2026 | Oct 08, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Reduced | 3,806 | 113 | 0.0% | 0.01% | 429 | -10,549 | -73.49% | Q3 2026 | Oct 29, 2026 |
| UMB Bank, n.a. | History | No change | 3,612 | 104 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | Added to | 3,762 | 103 | 0.0% | 0.0% | 431 | +58 | 1.57% | Q3 2026 | Oct 22, 2026 |
| UMB Private Wealth Management, LLC | History | New | 3,685 | 101 | 0.1% | — | 432 | +3,685 | New | Q3 2026 | Oct 19, 2026 |
| FIRST HORIZON CORP | History | Added to | 3,238 | 89 | 0.0% | 0.0% | 433 | +65 | 2.05% | Q3 2026 | Oct 26, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 3,062 | 88 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bollard Group LLC | History | No change | 2,761 | 80 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 2,851 | 78 | 0.0% | — | 436 | +2,851 | New | Q3 2026 | Oct 30, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 2,750 | 75 | 0.02% | 0.02% | 437 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Corient IA LP | History | No change | 2,490 | 72 | 0.07% | 0.07% | 438 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 2,530 | 69 | 0.04% | 0.05% | 439 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 2,475 | 68 | 0.01% | 0.01% | 440 | +16 | 0.65% | Q3 2026 | Oct 28, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,442 | 67 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Advisors Asset Management, Inc. | History | No change | 2,296 | 66 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 2,153 | 62 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,249 | 61 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| WealthCollab, LLC | History | No change | 2,001 | 58 | 0.02% | 0.02% | 445 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,920 | 55 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Park Place Capital Corp | History | No change | 1,834 | 53 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,740 | 50 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,779 | 49 | 0.0% | 0.0% | 449 | +488 | 37.8% | Q3 2026 | Oct 20, 2026 |
| McMillan Office, Inc. | History | No change | 1,650 | 47 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOM Asset Management Ltd | History | No change | 1,600 | 46 | 0.01% | 0.01% | 451 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,573 | 45 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 1,563 | 43 | 0.02% | 0.03% | 453 | -94 | -5.67% | Q3 2026 | Nov 03, 2026 |
| ALTA CAPITAL MANAGEMENT LLC/ | History | New | 1,560 | 42 | 0.0% | — | 455 | +1,560 | New | Q3 2026 | Oct 26, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 1,546 | 42 | 0.01% | 0.0% | 454 | +829 | 115.62% | Q3 2026 | Nov 03, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 1,319 | 38 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 1,343 | 38 | 0.02% | 0.02% | 457 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allworth Financial LP | History | No change | 1,218 | 35 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,196 | 34 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KFG LLC | History | New | 1,115 | 30 | 0.02% | — | 462 | +1,115 | New | Q3 2026 | Nov 02, 2026 |
| Asset Dedication, LLC | History | No change | 1,092 | 30 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| CDKV HOLDINGS LLC | History | No change | 1,100 | 30 | 0.02% | 0.02% | 461 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Rossby Financial, LCC | History | No change | 997 | 28 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,002 | 27 | 0.0% | 0.0% | 464 | +395 | 65.07% | Q3 2026 | Oct 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 934 | 25 | 0.0% | 0.0% | 466 | -47 | -4.79% | Q3 2026 | Oct 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 867 | 25 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Financial Management LLC | History | No change | 782 | 22 | 0.02% | 0.02% | 467 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| True Wealth Design, LLC | History | Added to | 690 | 19 | 0.0% | 0.0% | 470 | +505 | 272.97% | Q3 2026 | Oct 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 692 | 19 | 0.0% | 0.0% | 468 | +247 | 55.51% | Q3 2026 | Oct 23, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 700 | 19 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 683 | 19 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 678 | 18 | 0.01% | 0.0% | 472 | +385 | 131.4% | Q3 2026 | Oct 07, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 637 | 18 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Erste Asset Management GmbH | History | No change | 610 | 17 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 557 | 16 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 550 | 15 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Valued Wealth Advisors LLC | History | No change | 528 | 15 | 0.01% | 0.01% | 477 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BFC Planning, Inc. | History | No change | 534 | 15 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Heritage Family Offices, LLP | History | New | 486 | 13 | 0.0% | — | 481 | +486 | New | Q3 2026 | Nov 02, 2026 |
| North Star Investment Management Corp. | History | Added to | 501 | 13 | 0.0% | 0.0% | 479 | +160 | 46.92% | Q3 2026 | Oct 27, 2026 |
| Larson Financial Group LLC | History | No change | 472 | 13 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 462 | 12 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 473 | 12 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 404 | 11 | 0.0% | 0.0% | 484 | +155 | 62.25% | Q3 2026 | Oct 20, 2026 |
| Versant Capital Management, Inc | History | Added to | 390 | 10 | 0.0% | 0.0% | 485 | +106 | 37.32% | Q3 2026 | Oct 01, 2026 |
| Center for Financial Planning, Inc. | History | No change | 371 | 10 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Root Financial Partners, LLC | History | New | 359 | 9 | 0.0% | — | 490 | +359 | New | Q3 2026 | Oct 21, 2026 |
| Byrne Asset Management LLC | History | No change | 350 | 9 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 310 | 9 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LRI Investments, LLC | History | No change | 333 | 9 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 325 | 8 | 0.0% | — | 492 | +325 | New | Q3 2026 | Oct 15, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 317 | 8 | 0.0% | 0.0% | 491 | +155 | 95.68% | Q3 2026 | Oct 27, 2026 |
| Core Alternative Capital | History | No change | 250 | 7 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key FInancial Inc | History | No change | 274 | 7 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 256 | 7 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| United Financial Planning Group LLC | History | No change | 267 | 7 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Retirement Wealth Solutions LLC | History | New | 249 | 6 | 0.0% | — | 506 | +249 | New | Q3 2026 | Oct 07, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 234 | 6 | 0.0% | — | 507 | +234 | New | Q3 2026 | Oct 27, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 239 | 6 | 0.0% | 0.0% | 503 | -39 | -14.03% | Q3 2026 | Nov 02, 2026 |
| PRIVATE TRUST CO NA | History | No change | 233 | 6 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Clean Yield Group | History | No change | 244 | 6 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 238 | 6 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gleason Group, Inc. | History | No change | 219 | 6 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Continuum Advisory, LLC | History | No change | 223 | 6 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 222 | 6 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Downshift Financial, LLC | History | No change | 244 | 6 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Allied Private Wealth LLC | History | No change | 222 | 6 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Latitude Advisors, LLC | History | New | 190 | 5 | 0.0% | — | 510 | +190 | New | Q3 2026 | Oct 27, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 214 | 5 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MidFirst Bank | History | No change | 201 | 5 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 158 | 4 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BNP PARIBAS | History | No change | 150 | 4 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 176 | 4 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 158 | 4 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 125 | 3 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 76 | 2 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ares Financial Consulting, LLC | History | No change | 86 | 2 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Monetary Solutions, Ltd | History | No change | 100 | 2 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 68 | 1 | 0.0% | 0.0% | 521 | -124 | -64.58% | Q3 2026 | Oct 28, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 40 | 1 | 0.0% | — | 530 | +40 | New | Q3 2026 | Oct 13, 2026 |
| Signature Equity Partners, LLC | History | New | 39 | 1 | 0.0% | — | 531 | +39 | New | Q3 2026 | Oct 29, 2026 |
| TRUST CO OF VERMONT | History | No change | 63 | 1 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| IMA Advisory Services, Inc. | History | No change | 64 | 1 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 53 | 1 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CX Institutional | History | No change | 40 | 1 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Your Advocates Ltd., LLP | History | No change | 50 | 1 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| JPL Wealth Management, LLC | History | No change | 65 | 1 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dogwood Wealth Management LLC | History | No change | 56 | 1 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 60 | 1 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BSN Capital Partners Ltd | History | Closed out | 0 | 0 | — | 3.97% | — | -3,098,060 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -362,460 | -100.0% | Q3 2026 | Oct 15, 2026 |
| M&G Plc | History | Closed out | 0 | 0 | — | 0.04% | — | -275,428 | -100.0% | Q3 2026 | Nov 04, 2026 |
| HELIOS CAPITAL MANAGEMENT PTE. LTD | History | Closed out | 0 | 0 | — | 7.27% | — | -256,500 | -100.0% | Q3 2026 | Oct 14, 2026 |
| FLOSSBACH VON STORCH SE | History | Closed out | 0 | 0 | — | 0.02% | — | -115,000 | -100.0% | Q3 2026 | Oct 28, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -52,809 | -100.0% | Q3 2026 | Oct 22, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -12,212 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Samalin Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,805 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,370 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,752 | -100.0% | Q3 2026 | Nov 02, 2026 |
| May Hill Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,064 | -100.0% | Q3 2026 | Nov 02, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,800 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,641 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,332 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,100 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Compagnie Lombard Odier SCmA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2026 | Nov 04, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -466 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -243 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Oakworth Capital, Inc. | History | New | 27 | 0 | — | — | — | +27 | New | Q3 2026 | Oct 26, 2026 |
| Triumph Capital Management | History | New | 27 | 0 | — | — | — | +27 | New | Q3 2026 | Oct 14, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Abound Wealth Management | History | Added to | 30 | 0 | — | — | — | +1 | 3.45% | Q3 2026 | Oct 26, 2026 |
| Banque Cantonale Vaudoise | History | No change | 28,023 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |