ImmunityBio, Inc. - IBRX
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 | 34,083,262 | 298,398 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 21,398,438 | 187,343 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 17,863,911 | 156,398 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 15,691,579 | 137,379 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 11,551,019 | 101,129 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 11,097,106 | 97,155 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 9,847,896 | 86,230 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 8,371,661 | 73,335 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,674,645 | 49,681 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 5,579,793 | 48,851 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | No change | 4,245,000 | 37,164 | 0.14% | 0.14% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,565,248 | 31,213 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 3,432,678 | 30,053 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,234,277 | 28,316 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 3,195,728 | 27,978 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT POINT PARTNERS LLC | History | No change | 3,000,800 | 26,272 | 4.97% | 4.97% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,888,607 | 25,289 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | No change | 2,500,189 | 21,889 | 0.07% | 0.07% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEB Asset Management AB | History | No change | 2,447,150 | 21,424 | 0.08% | 0.08% | 19 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,413,097 | 21,126 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 2,412,338 | 21,120 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,184,489 | 19,125 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,737,724 | 16,404 | 0.01% | 0.0% | 23 | +1,708,166 | 5779.03% | Q3 2026 | Nov 02, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 1,721,902 | 15,075 | 0.06% | 0.06% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,713,200 | 14,999 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,542,717 | 13,506 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,450,180 | 12,871 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VESTOR CAPITAL, LLC | History | No change | 44,835 | 12,054 | 0.76% | 0.76% | 28 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,314,760 | 11,510 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,214,667 | 10,634 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 1,140,476 | 9,984 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sound Capital Solutions LLC | History | No change | 1,120,808 | 9,812 | 2.3% | 2.3% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 1,041,057 | 9,114 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,029,399 | 9,012 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 875,621 | 7,670 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 859,612 | 7,525 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 832,486 | 7,385 | 0.01% | 0.01% | 37 | -15,173 | -1.79% | Q3 2026 | Nov 03, 2026 |
| Squarepoint Ops LLC | History | No change | 760,993 | 6,662 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLEN HOLDING INC /NY | History | No change | 687,571 | 6,490 | 0.56% | 0.59% | 39 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 737,031 | 6,452 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 730,336 | 6,394 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 722,000 | 6,321 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 717,524 | 6,281 | 0.46% | 0.46% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trexquant Investment LP | History | No change | 696,547 | 6,098 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 692,980 | 6,067 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kercheville Advisors, LLC | History | Reduced | 613,385 | 5,790 | 1.6% | 1.72% | 46 | -31,300 | -4.86% | Q3 2026 | Oct 19, 2026 |
| CITIGROUP INC | History | No change | 650,276 | 5,693 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 541,963 | 5,116 | 0.03% | 0.03% | 48 | +3,039 | 0.56% | Q3 2026 | Oct 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 582,182 | 5,097 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 512,572 | 4,838 | 0.51% | 0.45% | 50 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Voleon Capital Management LP | History | No change | 549,126 | 4,807 | 0.09% | 0.09% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | New | 500,000 | 4,720 | 0.02% | — | 52 | +500,000 | New | Q3 2026 | Oct 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 531,957 | 4,657 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 487,571 | 4,271 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RHUMBLINE ADVISERS | History | No change | 476,935 | 4,175 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 527,460 | 4,045 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 451,125 | 3,949 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 446,000 | 3,904 | 1.18% | 1.18% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MARSHALL WACE, LLP | History | No change | 441,700 | 3,869 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 409,749 | 3,868 | 0.11% | 0.1% | 60 | +5,839 | 1.45% | Q3 2026 | Oct 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 441,444 | 3,865 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 424,191 | 3,715 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 410,655 | 3,595 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| CLOUGH CAPITAL PARTNERS L P | History | No change | 399,216 | 3,495 | 0.28% | 0.28% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plancorp, LLC | History | Reduced | 386,040 | 3,200 | 0.07% | 0.08% | 65 | -10,314 | -2.6% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 360,272 | 3,154 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 346,416 | 3,032 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 341,711 | 2,991 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 316,767 | 2,773 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 302,989 | 2,652 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOR Wealth Management, LLC | History | No change | 302,447 | 2,647 | 1.05% | 1.05% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legal & General Group Plc | History | No change | 278,274 | 2,436 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NIA IMPACT ADVISORS, LLC | History | No change | 270,167 | 2,365 | 0.98% | 0.98% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 267,122 | 2,338 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 263,233 | 2,304 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Winning Points Advisors, LLC | History | No change | 726,258 | 2,287 | 3.01% | 3.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 241,577 | 2,280 | 0.05% | 0.03% | 77 | +52,611 | 27.84% | Q3 2026 | Oct 16, 2026 |
| Tidal Investments LLC | History | No change | 252,048 | 2,206 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Headlands Technologies LLC | History | No change | 248,550 | 2,176 | 0.23% | 0.23% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 243,678 | 2,133 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 241,956 | 2,118 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 227,500 | 1,991 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DOLIVER ADVISORS, LP | History | Added to | 210,000 | 1,982 | 0.43% | 0.2% | 83 | +110,000 | 110.0% | Q3 2026 | Oct 01, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Added to | 210,000 | 1,982 | 0.42% | 0.3% | 84 | +63,000 | 42.86% | Q3 2026 | Nov 02, 2026 |
| MetLife Investment Management, LLC | History | No change | 225,100 | 1,970 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 222,862 | 1,951 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 218,256 | 1,911 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 198,491 | 1,873 | 0.04% | 0.03% | 88 | +62,170 | 45.61% | Q3 2026 | Oct 21, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 209,163 | 1,831 | 0.12% | 0.12% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carr Financial Group Corp | History | No change | 207,288 | 1,814 | 0.42% | 0.42% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 190,389 | 1,797 | 0.0% | 0.0% | 91 | +41,837 | 28.16% | Q3 2026 | Nov 02, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 203,411 | 1,780 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 193,379 | 1,707 | 0.09% | 0.09% | 93 | +26,692 | 16.01% | Q3 2026 | Oct 27, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 193,340 | 1,692 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 179,021 | 1,689 | 0.05% | 0.04% | 95 | +2,518 | 1.43% | Q3 2026 | Oct 28, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | Added to | 175,497 | 1,656 | 1.2% | 1.09% | 96 | +1,612 | 0.93% | Q3 2026 | Oct 08, 2026 |
| Corient Private Wealth LP | History | No change | 182,713 | 1,599 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Gotham Asset Management, LLC | History | No change | 175,564 | 1,537 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 161,254 | 1,522 | 0.31% | 0.28% | 99 | +4,054 | 2.58% | Q3 2026 | Oct 05, 2026 |
| Private Advisor Group, LLC | History | No change | 165,954 | 1,452 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 163,786 | 1,433 | 0.33% | 0.33% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rathbones Group PLC | History | No change | 163,220 | 1,428 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | No change | 160,000 | 1,400 | 0.38% | 0.38% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sculptor Capital LP | History | No change | 158,400 | 1,386 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 158,200 | 1,385 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 157,793 | 1,381 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 157,439 | 1,378 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 145,829 | 1,376 | 0.0% | 0.0% | 108 | +2,113 | 1.47% | Q3 2026 | Nov 02, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 136,632 | 1,196 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Point72 Asset Management, L.P. | History | No change | 132,000 | 1,155 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 131,918 | 1,154 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH EFFECTS LLC | History | No change | 121,850 | 1,150 | 0.31% | 0.29% | 112 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 130,582 | 1,143 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bleakley Financial Group, LLC | History | No change | 129,381 | 1,132 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 115,410 | 1,089 | 0.0% | 0.0% | 115 | +4,780 | 4.32% | Q3 2026 | Nov 02, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 124,318 | 1,088 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 114,143 | 1,077 | 0.1% | 0.01% | 117 | +108,772 | 2025.17% | Q3 2026 | Oct 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 113,000 | 1,066 | 0.04% | 0.05% | 118 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 111,698 | 1,054 | 0.1% | 0.09% | 119 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Torrey Growth & Income Advisors | History | No change | 118,860 | 1,026 | 0.35% | 0.35% | 120 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 116,922 | 1,024 | 0.06% | 0.06% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 116,351 | 1,018 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Russell Investments Group, Ltd. | History | No change | 115,567 | 1,011 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 114,920 | 1,006 | 0.07% | 0.07% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXQ CAPITAL, LP | History | No change | 114,978 | 1,006 | 0.11% | 0.11% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 114,021 | 998 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arizona State Retirement System | History | Added to | 103,285 | 975 | 0.0% | 0.0% | 127 | +3,995 | 4.02% | Q3 2026 | Nov 03, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 110,684 | 969 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Calamos Advisors LLC | History | New | 99,292 | 937 | 0.0% | — | 129 | +99,292 | New | Q3 2026 | Nov 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 96,973 | 915 | 0.0% | 0.0% | 130 | +41,918 | 76.14% | Q3 2026 | Oct 30, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 96,433 | 910 | 0.21% | 0.18% | 131 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 103,670 | 907 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 102,200 | 894 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SG Americas Securities, LLC | History | No change | 100,357 | 879 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 90,906 | 858 | 0.33% | 0.32% | 135 | -5,896 | -6.09% | Q3 2026 | Oct 30, 2026 |
| Engineers Gate Manager LP | History | No change | 97,576 | 854 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 97,160 | 850 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 94,282 | 825 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Added to | 85,284 | 805 | 0.0% | 0.0% | 139 | +320 | 0.38% | Q3 2026 | Oct 28, 2026 |
| Creative Planning | History | Reduced | 81,975 | 773 | 0.0% | 0.0% | 140 | -56,254 | -40.7% | Q3 2026 | Nov 02, 2026 |
| Davidson Kahn Capital Management, LLC | History | Reduced | 80,000 | 755 | 0.3% | 0.61% | 141 | -83,092 | -50.95% | Q3 2026 | Oct 26, 2026 |
| Brevan Howard Capital Management LP | History | No change | 85,857 | 751 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 85,610 | 749 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 83,584 | 731 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 76,088 | 718 | 0.28% | 0.26% | 145 | +1,407 | 1.88% | Q3 2026 | Oct 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 76,000 | 717 | 0.0% | 0.0% | 146 | +1,500 | 2.01% | Q3 2026 | Oct 28, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 70,645 | 714 | 0.06% | 0.06% | 147 | +2 | 0.0% | Q3 2026 | Oct 20, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 81,500 | 713 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 81,230 | 711 | 0.09% | 0.09% | 149 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 80,269 | 702 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLSTATE CORP | History | No change | 79,201 | 693 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 78,218 | 684 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TigerOak Management, L.L.C. | History | No change | 72,368 | 683 | 0.18% | 0.18% | 153 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Bell & Brown Wealth Advisors, LLC | History | Reduced | 71,550 | 675 | 0.21% | 0.2% | 154 | -3,500 | -4.66% | Q3 2026 | Oct 16, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 70,222 | 662 | 0.02% | 0.02% | 155 | -15,520 | -18.1% | Q3 2026 | Oct 19, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 74,887 | 655 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 73,497 | 643 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MAI Capital Management | History | No change | 73,111 | 640 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 71,696 | 628 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 70,200 | 614 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Management Associates, Inc. | History | No change | 69,325 | 606 | 0.17% | 0.17% | 161 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Virtu Financial LLC | History | No change | 67,774 | 593 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 64,463 | 564 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 58,130 | 548 | 0.06% | 0.06% | 164 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Hills Bank & Trust Co | History | No change | 62,285 | 545 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Operose Advisors LLC | History | No change | 62,057 | 543 | 0.1% | 0.1% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caption Management, LLC | History | No change | 60,698 | 531 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 60,561 | 530 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COURIER CAPITAL LLC | History | No change | 56,000 | 528 | 0.03% | 0.02% | 169 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| FORA Capital, LLC | History | No change | 59,509 | 520 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 54,159 | 511 | 0.0% | 0.0% | 171 | +7,317 | 15.62% | Q3 2026 | Oct 28, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 53,307 | 503 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Entropy Technologies, LP | History | No change | 55,783 | 488 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crawford Fund Management, LLC | History | No change | 55,000 | 481 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 54,068 | 473 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 54,092 | 473 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 53,011 | 464 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| E Fund Management Co., Ltd. | History | No change | 51,072 | 447 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 50,818 | 444 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cresset Asset Management, LLC | History | No change | 50,236 | 439 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Militia Capital Management LLC | History | No change | 50,000 | 437 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Visionary Wealth Advisors | History | No change | 49,260 | 431 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 47,916 | 419 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HSBC HOLDINGS PLC | History | No change | 45,503 | 398 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 44,791 | 390 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 43,486 | 380 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealth Management Partners, LLC | History | No change | 39,860 | 376 | 0.09% | 0.08% | 187 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 41,940 | 367 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CenterStar Asset Management, LLC | History | Reduced | 38,700 | 365 | 0.09% | 0.11% | 189 | -36,900 | -48.81% | Q3 2026 | Oct 09, 2026 |
| Quantinno Capital Management LP | History | No change | 40,991 | 358 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 37,774 | 356 | 0.16% | 0.15% | 191 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| AlphaCore Capital LLC | History | No change | 40,028 | 350 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parvin Asset Management, LLC | History | No change | 40,000 | 350 | 0.27% | 0.27% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Reduced | 36,987 | 349 | 0.0% | 0.0% | 194 | -787 | -2.08% | Q3 2026 | Nov 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 39,523 | 346 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 39,330 | 344 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 37,521 | 328 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 33,704 | 318 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 35,085 | 307 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 32,358 | 305 | 0.0% | 0.0% | 200 | -2,052 | -5.96% | Q3 2026 | Oct 27, 2026 |
| One Capital Management, LLC | History | No change | 38,910 | 298 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | No change | 32,697 | 286 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 32,376 | 283 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 30,000 | 283 | 0.11% | 0.11% | 204 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Sanctuary Advisors, LLC | History | No change | 31,986 | 280 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Asset Management Inc | History | No change | 31,794 | 278 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 31,435 | 275 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 29,034 | 274 | 0.05% | 0.05% | 208 | +14 | 0.05% | Q3 2026 | Oct 01, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 29,960 | 262 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 26,238 | 260 | 0.0% | 0.0% | 210 | -96 | -0.36% | Q3 2026 | Oct 13, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 27,381 | 258 | 0.0% | 0.0% | 212 | +1,204 | 4.6% | Q3 2026 | Nov 03, 2026 |
| FMR LLC | History | No change | 29,493 | 258 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 29,042 | 254 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Capital Advisors, Inc. | History | Reduced | 26,853 | 253 | 0.02% | 0.02% | 215 | -125 | -0.46% | Q3 2026 | Oct 06, 2026 |
| KLCM Advisors, Inc. | History | No change | 29,000 | 253 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 28,819 | 252 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 27,958 | 244 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 25,774 | 243 | 0.05% | 0.05% | 219 | -800 | -3.01% | Q3 2026 | Oct 16, 2026 |
| Arax Advisory Partners | History | No change | 27,788 | 243 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 27,659 | 242 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 25,475 | 240 | 0.08% | 0.03% | 222 | +13,219 | 107.86% | Q3 2026 | Oct 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 27,512 | 240 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Waverly Advisors, LLC | History | No change | 27,255 | 238 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Xcel Wealth Management, LLC | History | Reduced | 25,000 | 236 | 0.06% | 0.06% | 224 | -5,500 | -18.03% | Q3 2026 | Oct 26, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 25,053 | 236 | 0.0% | 0.0% | 225 | +3,304 | 15.19% | Q3 2026 | Oct 26, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 26,419 | 231 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 26,009 | 227 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 25,600 | 224 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 23,198 | 218 | 0.0% | 0.0% | 230 | -500 | -2.11% | Q3 2026 | Oct 30, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 25,000 | 218 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 24,629 | 215 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DILLON & ASSOCIATES INC | History | No change | 23,800 | 214 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 24,539 | 214 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IPG Investment Advisors LLC | History | New | 22,254 | 210 | 0.03% | — | 235 | +22,254 | New | Q3 2026 | Oct 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 22,338 | 210 | 0.0% | 0.0% | 234 | -11,021 | -33.04% | Q3 2026 | Oct 16, 2026 |
| McAdam, LLC | History | Reduced | 21,388 | 201 | 0.01% | 0.01% | 236 | -21 | -0.1% | Q3 2026 | Oct 21, 2026 |
| BCGM Wealth Management, LLC | History | No change | 23,030 | 201 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Optiver Holding B.V. | History | No change | 22,559 | 197 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 180 WEALTH ADVISORS, LLC | History | New | 20,451 | 193 | 0.02% | — | 239 | +20,451 | New | Q3 2026 | Nov 03, 2026 |
| New World Advisors LLC | History | No change | 21,815 | 190 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | Added to | 20,115 | 189 | 0.0% | 0.0% | 241 | +1,100 | 5.78% | Q3 2026 | Oct 23, 2026 |
| Composition Wealth, LLC | History | No change | 21,650 | 189 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Kovack Advisors, Inc. | History | No change | 20,808 | 188 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIERRA OCEAN, LLC | History | No change | 20,000 | 188 | 0.12% | 0.12% | 244 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 21,411 | 187 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspiring Ventures, LLC | History | No change | 21,000 | 183 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 20,850 | 182 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 18,950 | 178 | 0.01% | 0.01% | 248 | -2,250 | -10.61% | Q3 2026 | Oct 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 18,870 | 178 | 0.0% | 0.0% | 249 | -1,000 | -5.03% | Q3 2026 | Oct 20, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 20,212 | 176 | 0.02% | 0.02% | 250 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ancora Advisors LLC | History | No change | 20,000 | 175 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 19,818 | 173 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 19,753 | 172 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 19,000 | 166 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DnB Asset Management AS | History | No change | 18,843 | 164 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Journey Advisory Group, LLC | History | No change | 18,123 | 158 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sowell Financial Services LLC | History | Added to | 16,611 | 156 | 0.01% | 0.0% | 257 | +35 | 0.21% | Q3 2026 | Oct 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,482 | 155 | 0.0% | 0.0% | 258 | +287 | 1.77% | Q3 2026 | Oct 08, 2026 |
| Pure Financial Advisors, LLC | History | No change | 17,629 | 154 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 17,420 | 152 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 15,014 | 150 | 0.0% | 0.0% | 261 | +118 | 0.79% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 15,014 | 150 | 0.0% | 0.0% | 262 | +118 | 0.79% | Q3 2026 | Oct 20, 2026 |
| Neuberger Berman Group LLC | History | No change | 16,864 | 147 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| R Squared Ltd | History | No change | 16,737 | 146 | 0.08% | 0.08% | 264 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 16,710 | 146 | 0.04% | 0.04% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caprock Group, LLC | History | No change | 16,127 | 141 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 16,058 | 140 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 14,650 | 138 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| US BANCORP \DE\ | History | No change | 15,641 | 136 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 15,620 | 136 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 14,152 | 133 | 0.0% | 0.0% | 271 | -715 | -4.81% | Q3 2026 | Oct 23, 2026 |
| IEQ CAPITAL, LLC | History | No change | 15,100 | 132 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 16,029 | 131 | 0.0% | 0.0% | 274 | -6,872 | -30.01% | Q3 2026 | Oct 26, 2026 |
| Thomasville National Bank | History | No change | 15,000 | 131 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Scientech Research LLC | History | No change | 15,008 | 131 | 0.11% | 0.11% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 13,789 | 130 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| EP Wealth Advisors, LLC | History | No change | 14,606 | 127 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SANDERS MORRIS HARRIS LLC | History | No change | 15,000 | 126 | 0.02% | 0.08% | 278 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| United Bank | History | No change | 14,300 | 125 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 13,150 | 124 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Norris Financial Group, LLC | History | No change | 14,126 | 123 | 0.05% | 0.05% | 281 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,848 | 121 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| VARCOV Co. | History | No change | 13,906 | 121 | 0.05% | 0.05% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Added to | 12,754 | 120 | 0.0% | 0.0% | 284 | +11,396 | 839.18% | Q3 2026 | Oct 22, 2026 |
| GTS SECURITIES LLC | History | No change | 13,465 | 117 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 13,205 | 115 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Partners, LLC | History | No change | 11,997 | 113 | 0.13% | 0.12% | 287 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Vigilare Wealth Management | History | Reduced | 11,890 | 112 | 0.03% | 0.05% | 288 | -5,000 | -29.6% | Q3 2026 | Oct 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 11,825 | 111 | 0.0% | — | 290 | +11,825 | New | Q3 2026 | Oct 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 12,750 | 111 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Prospera Financial Services Inc | History | No change | 12,460 | 109 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vident Advisory, LLC | History | No change | 12,475 | 109 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hartford Financial Management Inc. | History | No change | 11,498 | 108 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Lido Advisors, LLC | History | No change | 12,365 | 108 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cypress Wealth Services, LLC | History | No change | 11,000 | 106 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 14,819 | 106 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fortress Financial Solutions, LLC | History | New | 11,078 | 104 | 0.09% | — | 298 | +11,078 | New | Q3 2026 | Oct 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 11,972 | 104 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Powell Investment Advisors, LLC | History | New | 11,000 | 103 | 0.03% | — | 299 | +11,000 | New | Q3 2026 | Oct 21, 2026 |
| Richmond Investment Services, LLC | History | New | 10,811 | 102 | 0.03% | — | 300 | +10,811 | New | Q3 2026 | Oct 29, 2026 |
| Wealthfront Advisers LLC | History | No change | 11,528 | 100 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMALGAMATED BANK | History | No change | 10,489 | 99 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| KBC Group NV | History | No change | 10,307 | 97 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Financial Enhancement Group LLC | History | No change | 10,000 | 97 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Nykredit A/S | History | No change | 11,140 | 97 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 11,037 | 96 | 0.02% | 0.02% | 306 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 10,051 | 94 | 0.0% | — | 309 | +10,051 | New | Q3 2026 | Oct 29, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 10,000 | 94 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Slow Capital, Inc. | History | No change | 10,000 | 94 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Compound Planning, Inc. | History | No change | 10,523 | 92 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Envision Financial Planning, LLC | History | No change | 10,450 | 91 | 0.03% | 0.03% | 311 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INCEPTIONR LLC | History | No change | 10,372 | 90 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,262 | 89 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 10,000 | 87 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 10,000 | 87 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Berkeley Capital Partners, LLC | History | No change | 10,007 | 87 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keystone Financial Group | History | No change | 10,000 | 87 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 10,000 | 87 | 0.02% | 0.02% | 318 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aventura Private Wealth, LLC | History | No change | 10,000 | 87 | 0.03% | 0.03% | 319 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| World Investment Advisors | History | No change | 11,179 | 85 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,500 | 65 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HURRICANE CAPITAL ADVISORS LLC | History | No change | 7,500 | 65 | 0.02% | 0.02% | 322 | 0 | 0.0% | Q2 2026 | Nov 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,800 | 59 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 5,700 | 53 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 5,522 | 52 | 0.0% | 0.0% | 325 | +921 | 20.02% | Q3 2026 | Oct 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,965 | 52 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacer Advisors, Inc. | History | No change | 5,786 | 51 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | No change | 5,872 | 51 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,754 | 50 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,517 | 48 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Colonial Trust Advisors | History | No change | 5,425 | 47 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 5,259 | 46 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHL GROUP, LLC | History | No change | 5,056 | 45 | 0.04% | 0.04% | 333 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Golden State Wealth Management, LLC | History | No change | 4,700 | 44 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 5,015 | 43 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | New | 4,300 | 40 | 0.0% | — | 336 | +4,300 | New | Q3 2026 | Oct 26, 2026 |
| STRS OHIO | History | New | 4,300 | 40 | 0.0% | — | 337 | +4,300 | New | Q3 2026 | Oct 30, 2026 |
| GAMMA Investing LLC | History | Added to | 3,807 | 35 | 0.0% | 0.0% | 338 | +2,756 | 262.23% | Q3 2026 | Oct 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 3,550 | 31 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Markowski Investments | History | No change | 3,307 | 31 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 3,524 | 30 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Wealth Management LLC | History | New | 3,086 | 29 | 0.01% | — | 342 | +3,086 | New | Q3 2026 | Oct 22, 2026 |
| Blume Capital Management, Inc. | History | Added to | 3,000 | 28 | 0.0% | 0.0% | 343 | +700 | 30.43% | Q3 2026 | Oct 23, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 3,305 | 28 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wiser Advisor Group LLC | History | No change | 3,000 | 26 | 0.03% | 0.03% | 345 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Family Offices, LLP | History | New | 2,500 | 23 | 0.01% | — | 346 | +2,500 | New | Q3 2026 | Nov 02, 2026 |
| BLUELINE ADVISORS LLC | History | New | 2,295 | 21 | 0.01% | — | 347 | +2,295 | New | Q3 2026 | Oct 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,225 | 19 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | No change | 2,227 | 19 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Key FInancial Inc | History | No change | 2,000 | 18 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| CGC Financial Services, LLC | History | No change | 2,000 | 18 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| NVWM, LLC | History | Added to | 1,893 | 17 | 0.0% | 0.0% | 352 | +1,500 | 381.68% | Q3 2026 | Oct 14, 2026 |
| Ascentis Independent Advisors | History | New | 1,711 | 16 | 0.0% | — | 354 | +1,711 | New | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | No change | 1,700 | 16 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Latitude Advisors, LLC | History | New | 1,600 | 15 | 0.0% | — | 356 | +1,600 | New | Q3 2026 | Oct 27, 2026 |
| Crews Bank & Trust | History | No change | 1,800 | 15 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GK Wealth Management LLC | History | New | 1,541 | 14 | 0.01% | — | 358 | +1,541 | New | Q3 2026 | Oct 09, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1,500 | 14 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Root Financial Partners, LLC | History | New | 1,454 | 13 | 0.0% | — | 360 | +1,454 | New | Q3 2026 | Oct 21, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 1,348 | 13 | 0.0% | — | 359 | +1,348 | New | Q3 2026 | Oct 22, 2026 |
| BFSG, LLC | History | No change | 1,300 | 12 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| American Capital Advisory, LLC | History | Reduced | 1,177 | 11 | 0.0% | 0.0% | 363 | -50 | -4.07% | Q3 2026 | Oct 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,311 | 11 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EFG International AG | History | No change | 1,350 | 11 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Reduced | 1,074 | 10 | 0.01% | 0.01% | 365 | -59 | -5.21% | Q3 2026 | Oct 30, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,062 | 9 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 1,046 | 9 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MTM Investment Management, LLC | History | No change | 1,000 | 9 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CENTRAL TRUST Co | History | No change | 1,000 | 8 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allworth Financial LP | History | No change | 985 | 8 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,000 | 8 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 806 | 7 | 0.0% | 0.0% | 372 | +526 | 187.86% | Q3 2026 | Oct 27, 2026 |
| West Branch Capital LLC | History | No change | 750 | 7 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Quent Capital, LLC | History | No change | 815 | 7 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 900 | 7 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 806 | 7 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avion Wealth | History | No change | 666 | 5 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TSFG, LLC | History | No change | 500 | 5 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 493 | 4 | 0.0% | — | 384 | +426 | 635.82% | Q3 2026 | Oct 27, 2026 |
| Fortitude Family Office, LLC | History | Added to | 450 | 4 | 0.0% | 0.0% | 382 | +293 | 186.62% | Q3 2026 | Oct 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 505 | 4 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| GoalVest Advisory LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Colonial Trust Co / SC | History | No change | 500 | 4 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Life Planners | History | No change | 500 | 4 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 361 | 3 | 0.0% | 0.0% | 386 | +203 | 128.48% | Q3 2026 | Nov 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 350 | 3 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 452 | 3 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quarry LP | History | No change | 421 | 3 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 246 | 2 | 0.0% | 0.0% | 391 | -16 | -6.11% | Q3 2026 | Oct 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 290 | 2 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 308 | 2 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | No change | 270 | 2 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| NFSG Corp | History | Reduced | 200 | 1 | 0.0% | 0.0% | 396 | -1,500 | -88.24% | Q3 2026 | Oct 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 124 | 1 | 0.0% | — | 401 | +124 | New | Q3 2026 | Oct 23, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 108 | 1 | 0.0% | — | 395 | +81 | 300.0% | Q3 2026 | Nov 03, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 140 | 1 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SJS Investment Consulting Inc. | History | No change | 118 | 1 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Synergy Investment Management, LLC | History | No change | 134 | 1 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 166 | 1 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | No change | 106 | 1 | 0.0% | — | 400 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.21% | — | -495,942 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -173,000 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -80,000 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,018 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,396 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,204 | -100.0% | Q3 2026 | Oct 19, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 1.85% | — | -11,198 | -100.0% | Q3 2026 | Oct 29, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,646 | -100.0% | Q3 2026 | Oct 28, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,143 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -1,655 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -668 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -349 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Grove Bank & Trust | History | New | 100 | 0 | — | — | — | +100 | New | Q3 2026 | Oct 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 28 | 0 | — | — | — | -79 | -73.83% | Q3 2026 | Oct 28, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 100 | 0 | — | — | — | +64 | 177.78% | Q3 2026 | Oct 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 79 | 0 | — | — | — | +62 | 364.71% | Q3 2026 | Nov 03, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Hughes Financial Services, LLC | History | Added to | 46 | 0 | — | — | — | +45 | 4500.0% | Q3 2026 | Oct 30, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 22 | 0 | — | — | — | +15 | 214.29% | Q3 2026 | Oct 27, 2026 |
| ASSETMARK, INC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 21, 2026 |
| Signature Resources Capital Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 16, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Dunhill Financial, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Main Street Group, LTD | History | No change | 90 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Bare Financial Services, Inc | History | No change | 76 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LRI Investments, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Navigoe, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| HFM Investment Advisors, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Planning Strategies Inc. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |