INTERNATIONAL BANCSHARES CORP - IBOC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 7,048,194 | 535,310 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 3,350,198 | 254,447 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 3,128,416 | 237,603 | 0.11% | 0.11% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,321,438 | 227,503 | 0.04% | 0.04% | 4 | +62,782 | 1.93% | Q3 2026 | Nov 04, 2026 |
| STATE STREET CORP | History | No change | 2,810,776 | 213,478 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,495,909 | 189,564 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,573,378 | 119,514 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 1,161,106 | 88,187 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Trust Walden Corp | History | Reduced | 1,248,850 | 85,539 | 0.69% | 0.76% | 9 | -57,755 | -4.42% | Q3 2026 | Oct 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,035,745 | 78,664 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Azora Capital LP | History | No change | 885,768 | 67,274 | 2.83% | 2.83% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 839,850 | 63,788 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 820,840 | 62,342 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 750,864 | 57,028 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | No change | 700,374 | 53,193 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 694,616 | 52,756 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REINHART PARTNERS, LLC. | History | Reduced | 729,929 | 49,996 | 1.22% | 1.3% | 17 | -19,832 | -2.65% | Q3 2026 | Oct 09, 2026 |
| Tamar Securities, LLC | History | Added to | 725,846 | 49,716 | 4.43% | 5.12% | 18 | +4,635 | 0.64% | Q3 2026 | Nov 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 650,775 | 49,426 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 587,610 | 44,629 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 423,256 | 32,146 | 0.1% | 0.1% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 422,765 | 28,957 | 0.0% | 0.01% | 22 | -13,979 | -3.2% | Q3 2026 | Nov 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 365,865 | 27,787 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 365,627 | 25,043 | 0.04% | 0.04% | 24 | -11,978 | -3.17% | Q3 2026 | Oct 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 311,061 | 23,625 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 306,839 | 23,304 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 305,785 | 23,224 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 298,085 | 22,639 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polaris Capital Management, LLC | History | Reduced | 305,400 | 20,918 | 2.19% | 2.3% | 29 | -15,700 | -4.89% | Q3 2026 | Oct 21, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 269,422 | 18,454 | 0.02% | 0.02% | 30 | +35,592 | 15.22% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | No change | 237,074 | 18,005 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 219,339 | 16,658 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Walleye Capital LLC | History | No change | 200,778 | 15,249 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 221,655 | 14,915 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 195,265 | 14,830 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 173,495 | 13,176 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CSM Advisors, LLC | History | No change | 165,542 | 12,573 | 0.27% | 0.27% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 138,943 | 10,701 | 0.51% | 0.51% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 140,127 | 10,642 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bridgewater Associates, LP | History | No change | 128,587 | 9,766 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 127,113 | 9,654 | 1.76% | 1.76% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 118,422 | 9,194 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eldred Rock Partners, LLC | History | No change | 127,460 | 8,730 | 1.94% | 2.08% | 43 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 126,635 | 8,673 | 0.0% | 0.0% | 44 | +2,946 | 2.38% | Q3 2026 | Nov 02, 2026 |
| Swiss National Bank | History | No change | 109,200 | 8,293 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DENALI ADVISORS LLC | History | No change | 108,480 | 8,239 | 0.83% | 0.83% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 98,945 | 7,514 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 91,727 | 6,966 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 81,735 | 6,207 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 79,191 | 6,014 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 71,372 | 5,420 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 69,876 | 5,307 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 63,529 | 4,825 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | No change | 62,487 | 4,745 | 3.28% | 3.28% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 61,753 | 4,690 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 64,159 | 4,395 | 0.01% | 0.01% | 56 | -379 | -0.59% | Q3 2026 | Oct 22, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 57,862 | 4,394 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 57,497 | 4,366 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MetLife Investment Management, LLC | History | No change | 57,471 | 4,364 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 57,174 | 4,342 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 53,447 | 4,059 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 52,394 | 3,979 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 51,636 | 3,921 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Retirement Systems of Alabama | History | Reduced | 55,808 | 3,822 | 0.01% | 0.01% | 64 | -145 | -0.26% | Q3 2026 | Nov 04, 2026 |
| Jump Financial, LLC | History | No change | 50,335 | 3,822 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 49,863 | 3,787 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 48,553 | 3,687 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SG Americas Securities, LLC | History | No change | 47,691 | 3,622 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 46,906 | 3,562 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 45,725 | 3,472 | 0.84% | 0.84% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 44,966 | 3,415 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 44,750 | 3,398 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 44,118 | 3,350 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 43,865 | 3,331 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 47,389 | 3,245 | 0.0% | 0.0% | 75 | +1,096 | 2.37% | Q3 2026 | Nov 02, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 44,965 | 3,079 | 0.07% | 0.06% | 76 | +2,759 | 6.54% | Q3 2026 | Oct 16, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 43,280 | 2,964 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 42,460 | 2,908 | 0.2% | 0.19% | 78 | +4,976 | 13.27% | Q3 2026 | Oct 22, 2026 |
| Cresta Advisors, Ltd. | History | Reduced | 42,039 | 2,879 | 1.26% | 1.55% | 79 | -14,847 | -26.1% | Q3 2026 | Oct 13, 2026 |
| Westover Capital Advisors, LLC | History | Reduced | 41,047 | 2,811 | 0.46% | 0.52% | 80 | -470 | -1.13% | Q3 2026 | Oct 26, 2026 |
| Creative Planning | History | Added to | 40,060 | 2,743 | 0.0% | 0.0% | 81 | +13,659 | 51.74% | Q3 2026 | Nov 02, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 36,105 | 2,742 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 38,686 | 2,649 | 0.0% | 0.0% | 83 | -22,811 | -37.09% | Q3 2026 | Nov 04, 2026 |
| Horizon Investments, LLC | History | No change | 34,057 | 2,586 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Holocene Advisors, LP | History | No change | 33,394 | 2,536 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 33,251 | 2,525 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 31,760 | 2,421 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 31,104 | 2,362 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 31,083 | 2,360 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 32,520 | 2,227 | 0.01% | 0.01% | 90 | +634 | 1.99% | Q3 2026 | Oct 20, 2026 |
| Allianz Asset Management GmbH | History | No change | 28,559 | 2,169 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Rafferty Asset Management, LLC | History | No change | 28,293 | 2,148 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 28,263 | 2,146 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 28,049 | 2,130 | 0.11% | 0.11% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Diversified Trust Co | History | No change | 27,202 | 2,065 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quantinno Capital Management LP | History | No change | 26,722 | 2,029 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 26,684 | 2,026 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 26,490 | 2,011 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 26,363 | 2,002 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 25,767 | 1,957 | 0.1% | 0.1% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 25,579 | 1,942 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 25,270 | 1,919 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Reef Capital Management LP | History | No change | 25,000 | 1,898 | 0.07% | 0.07% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 24,681 | 1,874 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vest Financial, LLC | History | Reduced | 26,974 | 1,847 | 0.02% | 0.04% | 105 | -23,575 | -46.64% | Q3 2026 | Oct 21, 2026 |
| Edgestream Partners, L.P. | History | No change | 24,123 | 1,832 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 24,069 | 1,828 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 23,883 | 1,813 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 22,218 | 1,687 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fieldview Capital Management, LLC | History | No change | 21,601 | 1,640 | 0.47% | 0.47% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Added to | 23,225 | 1,591 | 0.01% | 0.01% | 111 | +210 | 0.91% | Q3 2026 | Oct 23, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 20,904 | 1,587 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Headlands Technologies LLC | History | No change | 20,501 | 1,557 | 0.17% | 0.17% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 20,401 | 1,549 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 20,256 | 1,538 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aquatic Capital Management LLC | History | No change | 19,303 | 1,466 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | No change | 18,457 | 1,401 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SummitTX Capital, L.P. | History | No change | 18,184 | 1,381 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Investment Co | History | No change | 4,893 | 1,375 | 0.4% | 0.4% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 17,632 | 1,339 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STRS OHIO | History | Added to | 19,300 | 1,321 | 0.0% | 0.0% | 121 | +12,200 | 171.83% | Q3 2026 | Oct 30, 2026 |
| Quadrature Capital Ltd | History | No change | 17,342 | 1,317 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 19,177 | 1,313 | 0.01% | 0.01% | 123 | -374 | -1.91% | Q3 2026 | Oct 23, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 17,000 | 1,291 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 16,384 | 1,244 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 15,252 | 1,158 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 14,962 | 1,136 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 14,953 | 1,135 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 14,800 | 1,124 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Quantbot Technologies LP | History | No change | 14,783 | 1,122 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 16,358 | 1,120 | 0.0% | — | 131 | +16,358 | New | Q3 2026 | Nov 05, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 14,632 | 1,111 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 16,100 | 1,102 | 0.02% | 0.02% | 133 | +300 | 1.9% | Q3 2026 | Oct 20, 2026 |
| Jain Global LLC | History | No change | 13,977 | 1,061 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 15,324 | 1,049 | 0.01% | 0.01% | 135 | +312 | 2.08% | Q3 2026 | Nov 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 13,677 | 1,038 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 13,502 | 1,025 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 13,910 | 952 | 0.01% | 0.01% | 138 | -928 | -6.25% | Q3 2026 | Oct 22, 2026 |
| Arax Advisory Partners | History | No change | 12,463 | 946 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 12,300 | 934 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 12,278 | 932 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 12,169 | 924 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 11,757 | 892 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 12,956 | 887 | 0.0% | 0.0% | 144 | +943 | 7.85% | Q3 2026 | Nov 05, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 12,915 | 884 | 0.0% | 0.0% | 145 | -36 | -0.28% | Q3 2026 | Nov 03, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 11,632 | 883 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 12,712 | 870 | 0.0% | 0.0% | 147 | +100 | 0.79% | Q3 2026 | Oct 27, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 12,525 | 856 | 0.0% | — | 148 | +12,525 | New | Q3 2026 | Oct 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 11,220 | 852 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Convergence Financial, LLC | History | New | 12,316 | 843 | 0.12% | — | 150 | +12,316 | New | Q3 2026 | Oct 27, 2026 |
| iSAM Funds (UK) Ltd | History | No change | 10,800 | 820 | 0.58% | 0.58% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 10,369 | 787 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 11,239 | 769 | 0.01% | 0.01% | 153 | +37 | 0.33% | Q3 2026 | Oct 29, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 10,800 | 740 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Neuberger Berman Group LLC | History | No change | 9,677 | 734 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 10,616 | 727 | 0.0% | 0.0% | 156 | -940 | -8.13% | Q3 2026 | Nov 05, 2026 |
| Trexquant Investment LP | History | No change | 9,417 | 715 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Added to | 9,318 | 638 | 0.03% | 0.03% | 158 | +386 | 4.32% | Q3 2026 | Oct 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 8,216 | 624 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,922 | 602 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 7,672 | 582 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Magnetar Financial LLC | History | No change | 7,538 | 572 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 7,488 | 568 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XPONANCE LLC | History | Reduced | 7,822 | 535 | 0.0% | 0.0% | 164 | -329 | -4.04% | Q3 2026 | Nov 03, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 6,992 | 531 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pictet Asset Management Holding SA | History | No change | 7,716 | 528 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Freestone Grove Partners LP | History | No change | 6,889 | 523 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 6,843 | 519 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 7,548 | 516 | 0.01% | 0.01% | 169 | -466 | -5.81% | Q3 2026 | Oct 15, 2026 |
| Corient Private Wealth LP | History | No change | 6,670 | 506 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| AXQ CAPITAL, LP | History | No change | 6,255 | 475 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pacer Advisors, Inc. | History | No change | 6,090 | 463 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Callahan Advisors, LLC | History | No change | 6,050 | 459 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Centiva Capital, LP | History | No change | 5,908 | 448 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 5,836 | 443 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 5,655 | 429 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Numerai GP LLC | History | No change | 5,546 | 421 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 5,526 | 419 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| DRW Securities, LLC | History | No change | 5,374 | 408 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 5,056 | 384 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 5,000 | 379 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 4,894 | 371 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,868 | 369 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jefferies Financial Group Inc. | History | New | 5,300 | 363 | 0.0% | — | 184 | +5,300 | New | Q3 2026 | Nov 05, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 5,205 | 356 | 0.0% | 0.0% | 185 | +149 | 2.95% | Q3 2026 | Oct 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 5,096 | 349 | 0.01% | 0.01% | 186 | +942 | 22.68% | Q3 2026 | Oct 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,052 | 345 | 0.0% | 0.0% | 187 | +968 | 23.7% | Q3 2026 | Oct 13, 2026 |
| Vise Technologies, Inc. | History | New | 4,940 | 338 | 0.0% | — | 188 | +4,940 | New | Q3 2026 | Oct 28, 2026 |
| &PARTNERS | History | No change | 4,412 | 335 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Park Capital Management, LLC / WI | History | Reduced | 4,764 | 326 | 0.17% | 0.26% | 190 | -1,083 | -18.52% | Q3 2026 | Oct 13, 2026 |
| BAILARD, INC. | History | Added to | 4,700 | 321 | 0.01% | 0.0% | 191 | +1,500 | 46.88% | Q3 2026 | Oct 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 4,180 | 317 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 4,035 | 308 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 4,023 | 305 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 3,939 | 299 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 3,912 | 297 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 4,227 | 290 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,818 | 289 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 3,775 | 286 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Linscomb Wealth, Inc. | History | No change | 4,077 | 279 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,659 | 277 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cetera Investment Advisers | History | No change | 3,652 | 277 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nykredit A/S | History | No change | 3,575 | 271 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 3,861 | 264 | 0.0% | 0.0% | 204 | +2,264 | 141.77% | Q3 2026 | Oct 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,756 | 257 | 0.0% | 0.0% | 205 | +339 | 9.92% | Q3 2026 | Nov 03, 2026 |
| Vident Advisory, LLC | History | No change | 3,357 | 254 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 3,627 | 248 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Olympiad Research LP | History | New | 3,565 | 244 | 0.32% | — | 208 | +3,565 | New | Q3 2026 | Nov 04, 2026 |
| M&T BANK CORP | History | No change | 3,209 | 243 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 3,161 | 240 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 3,493 | 239 | 0.01% | 0.01% | 211 | -92 | -2.57% | Q3 2026 | Oct 28, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 3,497 | 239 | 0.04% | 0.04% | 212 | -22 | -0.63% | Q3 2026 | Oct 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,124 | 237 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abel Hall, LLC | History | Added to | 3,412 | 233 | 0.04% | 0.04% | 214 | +600 | 21.34% | Q3 2026 | Oct 19, 2026 |
| FIDUCIARY TRUST CO | History | No change | 3,029 | 230 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TCTC Holdings, LLC | History | No change | 3,242 | 222 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 3,120 | 213 | 0.02% | 0.03% | 217 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Brevan Howard Capital Management LP | History | No change | 2,784 | 211 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 2,765 | 209 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 3,020 | 206 | 0.0% | 0.0% | 220 | -140 | -4.43% | Q3 2026 | Oct 21, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | No change | 3,000 | 205 | 0.01% | 0.02% | 221 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,699 | 204 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 2,667 | 202 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DnB Asset Management AS | History | No change | 2,646 | 200 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | No change | 2,145 | 147 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,680 | 115 | 0.01% | 0.0% | 226 | +1,084 | 181.88% | Q3 2026 | Oct 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,312 | 99 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,234 | 94 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,162 | 79 | 0.0% | 0.0% | 229 | +137 | 13.37% | Q3 2026 | Oct 22, 2026 |
| US BANCORP \DE\ | History | Added to | 1,080 | 73 | 0.0% | 0.0% | 230 | +123 | 12.85% | Q3 2026 | Nov 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 957 | 73 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 1,036 | 70 | 0.0% | 0.0% | 232 | +101 | 10.8% | Q3 2026 | Oct 08, 2026 |
| CENTRAL TRUST Co | History | No change | 1,000 | 68 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 849 | 64 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 801 | 62 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 887 | 60 | 0.01% | 0.0% | 236 | +821 | 1243.94% | Q3 2026 | Oct 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 814 | 55 | 0.0% | 0.0% | 237 | +101 | 14.17% | Q3 2026 | Oct 23, 2026 |
| UMB Bank, n.a. | History | No change | 659 | 50 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 648 | 49 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 680 | 46 | 0.0% | 0.0% | 240 | +368 | 117.95% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | No change | 558 | 42 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optiver Holding B.V. | History | No change | 480 | 36 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 492 | 33 | 0.0% | 0.0% | 243 | +437 | 794.55% | Q3 2026 | Oct 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 478 | 32 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Root Financial Partners, LLC | History | New | 449 | 30 | 0.0% | — | 247 | +449 | New | Q3 2026 | Oct 21, 2026 |
| Covestor Ltd | History | Reduced | 430 | 30 | 0.02% | 0.02% | 246 | -75 | -14.85% | Q3 2026 | Oct 30, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 398 | 30 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Management Group, LLC | History | New | 415 | 28 | 0.01% | — | 248 | +415 | New | Q3 2026 | Oct 19, 2026 |
| Bayforest Capital Ltd | History | Reduced | 364 | 24 | 0.04% | 0.05% | 249 | -354 | -49.3% | Q3 2026 | Nov 03, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 285 | 20 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 275 | 18 | 0.0% | 0.0% | 251 | -39 | -12.42% | Q3 2026 | Oct 16, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 238 | 16 | 0.0% | 0.0% | 252 | +36 | 17.82% | Q3 2026 | Oct 26, 2026 |
| Ares Financial Consulting, LLC | History | No change | 163 | 11 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| FIRST HORIZON CORP | History | No change | 141 | 9 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 123 | 9 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 121 | 9 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quarry LP | History | No change | 121 | 9 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 120 | 8 | 0.0% | 0.0% | 259 | -98 | -44.95% | Q3 2026 | Nov 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 109 | 8 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 7 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 94 | 6 | 0.0% | 0.0% | 261 | +5 | 5.62% | Q3 2026 | Oct 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 84 | 5 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| GK Wealth Management LLC | History | New | 68 | 4 | 0.0% | — | 265 | +68 | New | Q3 2026 | Oct 09, 2026 |
| True Wealth Design, LLC | History | Reduced | 64 | 4 | 0.0% | 0.0% | 263 | -46 | -41.82% | Q3 2026 | Oct 13, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 66 | 4 | 0.0% | 0.0% | 264 | +19 | 40.43% | Q3 2026 | Nov 05, 2026 |
| MATHER GROUP, LLC. | History | New | 45 | 3 | 0.0% | — | 273 | +45 | New | Q3 2026 | Oct 14, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 46 | 3 | 0.0% | 0.0% | 270 | +21 | 84.0% | Q3 2026 | Oct 27, 2026 |
| Essential Partners LLC | History | Added to | 49 | 3 | 0.0% | 0.0% | 272 | +8 | 19.51% | Q3 2026 | Oct 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 51 | 3 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 42 | 3 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 40 | 3 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 44 | 3 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Wealth Management, LLC | History | New | 38 | 2 | 0.0% | — | 279 | +38 | New | Q3 2026 | Nov 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 36 | 2 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 42 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Quent Capital, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rialto Wealth Management, LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 32 | 2 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 23 | 1 | 0.0% | — | 289 | +23 | New | Q3 2026 | Oct 29, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 16 | 1 | 0.0% | — | 288 | +16 | New | Q3 2026 | Oct 23, 2026 |
| Bare Financial Services, Inc | History | Reduced | 24 | 1 | 0.0% | 0.0% | 285 | -14 | -36.84% | Q3 2026 | Nov 04, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 18 | 1 | 0.0% | 0.0% | 281 | +4 | 28.57% | Q3 2026 | Nov 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avion Wealth | History | No change | 21 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Spire Wealth Management | History | No change | 19 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 17 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Investors Portfolio Services LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,442 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,128 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,806 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Able Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,785 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,784 | -100.0% | Q3 2026 | Oct 20, 2026 |
| ANCHYRA PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,643 | -100.0% | Q3 2026 | Oct 13, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -1,269 | -100.0% | Q3 2026 | Oct 26, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.01% | — | -1,050 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Marquette Asset Management, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Oct 09, 2026 |
| Activest Wealth Management | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Oct 15, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Oct 30, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 7 | 0 | — | — | — | -2 | -22.22% | Q3 2026 | Oct 29, 2026 |
| MASECO LLP | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| SHP Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| DecisionPoint Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sachetta, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LRI Investments, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Kilter Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |