ICU MEDICAL INC/DE - ICUI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 3,753,409 | 550,249 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jupiter Topco LLC | History | No change | 2,781,620 | 407,785 | 0.17% | 0.17% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,470,583 | 215,587 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 1,298,127 | 190,305 | 0.52% | 0.52% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,123,237 | 164,666 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 1,053,476 | 154,443 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | No change | 1,024,369 | 150,177 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 739,138 | 109,340 | 0.08% | 0.08% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 689,573 | 101,091 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 660,423 | 96,836 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| River Road Asset Management, LLC | History | No change | 626,290 | 91,814 | 1.02% | 1.02% | 11 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITADEL ADVISORS LLC | History | No change | 566,425 | 83,037 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Neuberger Berman Group LLC | History | No change | 451,279 | 66,157 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 440,468 | 65,312 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 417,342 | 61,182 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 381,139 | 55,875 | 0.09% | 0.09% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 372,583 | 54,620 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 368,754 | 54,059 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | No change | 358,023 | 52,486 | 0.06% | 0.06% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 331,052 | 48,532 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 328,969 | 48,227 | 0.07% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REINHART PARTNERS, LLC. | History | No change | 314,768 | 46,147 | 1.05% | 1.05% | 22 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 297,505 | 43,614 | 0.29% | 0.29% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 295,779 | 43,361 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 283,195 | 41,516 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 243,438 | 35,688 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | No change | 237,191 | 34,772 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | No change | 237,050 | 34,751 | 0.72% | 0.72% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 222,052 | 32,552 | 0.39% | 0.39% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 212,103 | 31,094 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 203,618 | 29,850 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 195,442 | 28,651 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Bank of New York Mellon Corp | History | No change | 183,945 | 26,966 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORGES BANK | History | No change | 177,733 | 26,055 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 172,181 | 25,241 | 0.08% | 0.08% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 166,056 | 24,343 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 165,469 | 24,257 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | No change | 164,305 | 24,087 | 0.07% | 0.07% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 158,642 | 23,256 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 148,986 | 21,841 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 145,480 | 21,327 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 129,329 | 18,959 | 0.34% | 0.34% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Defilade Capital Management, L.P. | History | No change | 105,700 | 15,495 | 2.07% | 2.07% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 99,012 | 14,515 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 95,661 | 14,023 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 94,454 | 13,846 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 93,029 | 13,638 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 85,847 | 12,585 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 69,517 | 10,191 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RHUMBLINE ADVISERS | History | No change | 62,337 | 9,138 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GABELLI FUNDS LLC | History | No change | 62,300 | 9,133 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 62,024 | 9,092 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 58,442 | 8,567 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 57,596 | 8,443 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosight Management, LP | History | No change | 51,000 | 7,476 | 1.29% | 1.29% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 47,619 | 6,980 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 46,881 | 6,872 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nitorum Capital, L.P. | History | No change | 45,466 | 6,665 | 4.54% | 4.54% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | No change | 45,354 | 6,648 | 1.12% | 1.12% | 59 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 44,598 | 6,538 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 44,188 | 6,478 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 42,797 | 6,274 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 41,184 | 6,037 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 35,097 | 5,145 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 33,484 | 4,909 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAGNON SECURITIES LLC | History | No change | 29,400 | 4,310 | 0.83% | 0.83% | 66 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 29,348 | 4,302 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 29,288 | 4,244 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XTX Topco Ltd | History | No change | 28,897 | 4,236 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 28,511 | 4,179 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 28,338 | 4,154 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 27,945 | 4,097 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 26,905 | 3,944 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 26,502 | 3,885 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 25,540 | 3,744 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 28,921 | 3,735 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 25,314 | 3,711 | 0.25% | 0.25% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 24,443 | 3,583 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 23,912 | 3,505 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 23,905 | 3,504 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 22,303 | 3,269 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 20,864 | 3,056 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 20,778 | 3,046 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 20,076 | 2,943 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 19,373 | 2,840 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 19,289 | 2,827 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Asset Management, LLC | History | No change | 18,088 | 2,651 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| F/m Investments LLC | History | No change | 17,155 | 2,514 | 0.13% | 0.13% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | No change | 16,546 | 2,425 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 16,409 | 2,405 | 0.08% | 0.08% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 14,533 | 2,130 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,384 | 2,108 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 14,327 | 2,100 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 12,626 | 1,850 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 11,379 | 1,668 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | No change | 11,000 | 1,612 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 10,640 | 1,559 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 10,043 | 1,472 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| State of Alaska, Department of Revenue | History | No change | 9,692 | 1,420 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 9,569 | 1,402 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 9,272 | 1,359 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,035 | 1,324 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Russell Investments Group, Ltd. | History | No change | 8,951 | 1,312 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | No change | 8,782 | 1,287 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 7,998 | 1,283 | 0.11% | 0.11% | 105 | -1,334 | -14.29% | Q3 2026 | Oct 06, 2026 |
| US BANCORP \DE\ | History | No change | 8,718 | 1,278 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 8,567 | 1,267 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 8,543 | 1,252 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 8,512 | 1,247 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Trail Advisors, LLC | History | No change | 7,828 | 1,147 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 7,545 | 1,106 | 0.08% | 0.08% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 7,528 | 1,103 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 7,518 | 1,102 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,289 | 1,068 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ALLSTATE CORP | History | No change | 7,224 | 1,059 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 6,762 | 991 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 6,744 | 988 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AMALGAMATED BANK | History | No change | 6,706 | 983 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LPL Financial LLC | History | No change | 6,668 | 977 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 6,620 | 970 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | No change | 6,551 | 960 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 6,339 | 929 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 6,233 | 913 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| IEQ CAPITAL, LLC | History | No change | 6,178 | 905 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,151 | 901 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 6,024 | 883 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 6,009 | 880 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 5,927 | 868 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 5,876 | 861 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 5,865 | 859 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 5,688 | 833 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 5,618 | 823 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 5,329 | 781 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 5,200 | 762 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Daiwa Securities Group Inc. | History | No change | 5,019 | 735 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,783 | 701 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 4,669 | 684 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,612 | 676 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Inspire Investing, LLC | History | No change | 4,608 | 675 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 4,330 | 634 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 4,165 | 610 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 4,122 | 604 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Man Group plc | History | No change | 4,057 | 594 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 3,806 | 557 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 3,635 | 532 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,621 | 530 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 3,578 | 524 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 3,578 | 524 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | No change | 3,527 | 517 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Storgate, LLC | History | No change | 3,292 | 482 | 0.1% | 0.1% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 3,219 | 471 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 3,213 | 471 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,876 | 420 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 2,862 | 419 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,863 | 419 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 2,702 | 396 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | No change | 2,590 | 379 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,554 | 378 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,552 | 374 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XPONANCE LLC | History | No change | 2,530 | 370 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,516 | 368 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,509 | 367 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 2,477 | 363 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 2,368 | 347 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,223 | 343 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 2,284 | 334 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,243 | 328 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Trust Company, N.A | History | No change | 2,235 | 327 | 0.16% | 0.16% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | No change | 2,200 | 322 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atria Investments, Inc | History | No change | 2,119 | 310 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 2,088 | 306 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 2,000 | 293 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONNABLE OFFICE INC | History | No change | 1,903 | 278 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DRW Securities, LLC | History | No change | 1,828 | 267 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 1,729 | 253 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 1,657 | 242 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 1,641 | 240 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| M&T BANK CORP | History | No change | 1,632 | 239 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SYON CAPITAL LLC | History | No change | 1,595 | 233 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DnB Asset Management AS | History | No change | 1,573 | 230 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,550 | 227 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Asset Management Inc | History | No change | 1,546 | 226 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fieldview Capital Management, LLC | History | No change | 1,516 | 222 | 0.06% | 0.06% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allegheny Financial Group | History | No change | 1,500 | 219 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HUB Investment Partners, LLC | History | No change | 1,407 | 206 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 1,394 | 204 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,344 | 197 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,209 | 177 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,125 | 164 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 985 | 144 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 973 | 142 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nykredit A/S | History | No change | 924 | 135 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Quantum Portfolio Management LLC | History | No change | 864 | 126 | 0.05% | 0.05% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | No change | 829 | 122 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | No change | 808 | 118 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GAMMA Investing LLC | History | No change | 777 | 113 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Covestor Ltd | History | No change | 736 | 108 | 0.06% | 0.06% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 659 | 97 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | No change | 498 | 73 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 448 | 65 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 391 | 57 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 313 | 50 | 0.0% | 0.0% | 203 | +65 | 26.21% | Q3 2026 | Oct 01, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 345 | 50 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GW&K Investment Management, LLC | History | No change | 313 | 46 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 287 | 42 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 283 | 41 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aquatic Capital Management LLC | History | No change | 280 | 41 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 273 | 40 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 231 | 34 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Optiver Holding B.V. | History | No change | 199 | 29 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 201 | 29 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 187 | 27 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 190 | 27 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 190 | 27 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 176 | 25 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 174 | 25 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 151 | 22 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 134 | 20 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 114 | 17 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 114 | 16 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | No change | 111 | 16 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bare Financial Services, Inc | History | No change | 113 | 16 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 100 | 14 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 94 | 13 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SIGNATUREFD, LLC | History | No change | 83 | 12 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MATHER GROUP, LLC. | History | No change | 82 | 12 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arlington Trust Co LLC | History | No change | 84 | 12 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| UMB Bank, n.a. | History | No change | 80 | 11 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | No change | 65 | 9 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 57 | 8 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 59 | 8 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 49 | 7 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 39 | 6 | 0.0% | 0.0% | 234 | -9 | -18.75% | Q3 2026 | Oct 05, 2026 |
| Smithfield Trust Co | History | No change | 42 | 6 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parkside Financial Bank & Trust | History | No change | 41 | 6 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Boreal Capital Management LLC | History | No change | 45 | 6 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 39 | 5 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 36 | 5 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 40 | 5 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 32 | 4 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fulcrum Asset Management LLP | History | No change | 28 | 4 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CVA Family Office, LLC | History | No change | 28 | 4 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 24 | 3 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 21 | 3 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | No change | 23 | 3 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ares Financial Consulting, LLC | History | No change | 23 | 3 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sachetta, LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rossby Financial, LCC | History | No change | 14 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 15 | 2 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 9 | 1 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NBT BANK, N.A. | History | No change | 9 | 1 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 11 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 10 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Manchester Capital Management LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 13 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bogart Wealth, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Planning Group LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bell Investment Advisors, Inc | History | No change | 12 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Capital Management Investments LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Perspectives, Inc | History | No change | 10 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Westfuller Advisors, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 13 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 07, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SouthState Bank Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Davis Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Spire Wealth Management | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Evolution Advisers, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Abound Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ankerstar Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rialto Wealth Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Navigoe, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HFM Investment Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Torren Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Essential Partners LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |