IDACORP INC - IDA
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 | 6,833,539 | 1,033,914 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 3,292,407 | 498,141 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,495,175 | 377,519 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 2,452,290 | 371,031 | 0.06% | 0.06% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 2,207,405 | 333,980 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 2,205,940 | 333,759 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 2,038,570 | 308,436 | 0.2% | 0.2% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital World Investors | History | No change | 1,963,165 | 297,026 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 1,921,200 | 290,710 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| REAVES W H & CO INC | History | No change | 1,770,065 | 267,810 | 4.06% | 4.06% | 10 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,439,828 | 217,845 | 0.16% | 0.16% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 1,657,786 | 216,724 | 0.21% | 0.25% | 12 | -54,502 | -3.18% | Q3 2026 | Nov 03, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,323,491 | 200,297 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 1,187,372 | 179,649 | 0.11% | 0.11% | 14 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,052,582 | 159,255 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,110,367 | 158,749 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 883,246 | 133,635 | 0.09% | 0.09% | 17 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Invesco Ltd. | History | No change | 839,489 | 127,014 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 672,240 | 101,709 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 775,961 | 101,441 | 0.02% | 0.02% | 20 | +16,327 | 2.15% | Q3 2026 | Nov 04, 2026 |
| GW&K Investment Management, LLC | History | No change | 668,455 | 101,138 | 0.79% | 0.79% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 613,619 | 92,840 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 598,388 | 90,536 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 593,084 | 89,733 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 546,085 | 82,622 | 1.01% | 1.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zimmer Partners, LP | History | No change | 535,562 | 81,030 | 1.87% | 1.87% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 518,754 | 78,487 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Research Global Investors | History | No change | 513,723 | 77,726 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 453,552 | 68,622 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 428,368 | 64,812 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 474,860 | 62,078 | 0.01% | 0.01% | 31 | -1,962 | -0.41% | Q3 2026 | Nov 05, 2026 |
| Energy Income Partners, LLC | History | No change | 400,649 | 60,618 | 0.95% | 0.95% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 395,626 | 59,858 | 0.17% | 0.17% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 394,740 | 59,724 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 384,802 | 58,222 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 379,602 | 57,433 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 422,930 | 55,291 | 0.03% | 0.03% | 37 | -34,013 | -7.44% | Q3 2026 | Nov 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 363,415 | 54,984 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 417,369 | 54,562 | 1.7% | 1.68% | 39 | +21,733 | 5.49% | Q3 2026 | Nov 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 350,055 | 52,963 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Trust Walden Corp | History | Reduced | 386,904 | 50,579 | 0.41% | 0.54% | 41 | -80,461 | -17.22% | Q3 2026 | Oct 30, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 331,301 | 50,417 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 317,135 | 47,982 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAIRS & POWER INC | History | No change | 309,970 | 46,898 | 0.43% | 0.43% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 286,749 | 43,385 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROOKFIELD Corp /ON/ | History | No change | 281,986 | 42,664 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 281,838 | 42,642 | 0.08% | 0.08% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 274,032 | 42,075 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 277,281 | 41,952 | 0.32% | 0.32% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 276,690 | 41,863 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 269,162 | 40,724 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 251,905 | 38,098 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 248,445 | 37,591 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 218,614 | 33,076 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 215,408 | 32,591 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 213,462 | 32,296 | 0.1% | 0.1% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 213,236 | 32,262 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEMA ETFS LLC | History | Added to | 242,678 | 31,725 | 1.18% | 0.96% | 58 | +46,104 | 23.45% | Q3 2026 | Oct 16, 2026 |
| HRT FINANCIAL LP | History | No change | 207,707 | 31,426 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Added to | 239,006 | 31,245 | 1.35% | 1.5% | 60 | +898 | 0.38% | Q3 2026 | Oct 26, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 179,233 | 27,117 | 1.18% | 1.18% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 169,530 | 25,649 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RHUMBLINE ADVISERS | History | No change | 164,858 | 24,942 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Point72 Asset Management, L.P. | History | No change | 162,781 | 24,628 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Added to | 184,144 | 24,073 | 0.03% | 0.04% | 65 | +274 | 0.15% | Q3 2026 | Oct 28, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 145,000 | 21,938 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 135,592 | 20,515 | 0.36% | 0.36% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 150,494 | 19,674 | 0.99% | 1.1% | 68 | -9,062 | -5.68% | Q3 2026 | Oct 23, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 145,968 | 19,082 | 1.74% | 1.92% | 69 | -8,101 | -5.26% | Q3 2026 | Oct 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 125,788 | 19,031 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Retirement Systems of Alabama | History | Added to | 140,761 | 18,401 | 0.05% | 0.06% | 71 | +2,354 | 1.7% | Q3 2026 | Nov 04, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 117,412 | 17,764 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 114,626 | 17,342 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Added to | 130,299 | 17,034 | 1.42% | 1.63% | 74 | +1,192 | 0.92% | Q3 2026 | Oct 20, 2026 |
| Swiss National Bank | History | No change | 111,100 | 16,809 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bridgewater Associates, LP | History | No change | 109,136 | 16,512 | 0.07% | 0.07% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | No change | 108,959 | 16,485 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gotham Asset Management, LLC | History | No change | 102,668 | 15,533 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 117,609 | 15,375 | 0.0% | 0.01% | 79 | -13,691 | -10.43% | Q3 2026 | Nov 04, 2026 |
| BW Gestao de Investimentos Ltda. | History | No change | 95,582 | 14,461 | 0.29% | 0.29% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 93,849 | 14,199 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 107,694 | 14,078 | 0.01% | 0.01% | 82 | +30,800 | 40.06% | Q3 2026 | Nov 02, 2026 |
| Ceredex Value Advisors LLC | History | No change | 90,675 | 13,719 | 0.39% | 0.39% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Boston Partners | History | No change | 88,654 | 13,417 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 86,360 | 13,067 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&G Plc | History | Added to | 98,123 | 12,854 | 0.06% | 0.07% | 86 | +1,174 | 1.21% | Q3 2026 | Nov 04, 2026 |
| Quantinno Capital Management LP | History | No change | 84,266 | 12,749 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 83,144 | 12,579 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 94,446 | 12,346 | 0.04% | 0.04% | 89 | -1 | -0.0% | Q3 2026 | Oct 20, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 93,782 | 12,260 | 0.06% | 0.07% | 90 | +4,623 | 5.19% | Q3 2026 | Nov 03, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 78,307 | 11,847 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 76,540 | 11,580 | 0.07% | 0.07% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 87,340 | 11,417 | 0.04% | 0.05% | 93 | +5,580 | 6.82% | Q3 2026 | Oct 30, 2026 |
| Russell Investments Group, Ltd. | History | No change | 74,327 | 11,246 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jump Financial, LLC | History | No change | 74,323 | 11,245 | 0.09% | 0.09% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 70,441 | 10,657 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 66,550 | 10,069 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 65,573 | 9,921 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 64,079 | 9,695 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 64,018 | 9,685 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 63,397 | 9,591 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 71,293 | 9,320 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Aristotle Capital Boston, LLC | History | No change | 60,429 | 9,142 | 0.61% | 0.61% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magellan Asset Management Ltd | History | No change | 58,544 | 8,857 | 0.2% | 0.2% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GABELLI FUNDS LLC | History | No change | 57,462 | 8,694 | 0.06% | 0.06% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 53,700 | 8,124 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 52,756 | 7,981 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 59,990 | 7,841 | 0.08% | 0.07% | 108 | +15,355 | 34.4% | Q3 2026 | Oct 15, 2026 |
| Ilex Capital Partners (UK) LLP | History | No change | 50,086 | 7,578 | 0.16% | 0.16% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 49,527 | 7,493 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | No change | 49,090 | 7,427 | 0.15% | 0.15% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 48,547 | 7,345 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 47,725 | 7,296 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 46,866 | 7,090 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 53,858 | 7,062 | 0.01% | 0.0% | 115 | +35,016 | 185.84% | Q3 2026 | Oct 27, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 45,490 | 6,882 | 0.19% | 0.19% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 44,637 | 6,753 | 0.45% | 0.45% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 43,131 | 6,525 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 42,873 | 6,486 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Phocas Financial Corp. | History | No change | 42,000 | 6,354 | 0.88% | 0.88% | 120 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Entropy Technologies, LP | History | No change | 41,808 | 6,325 | 0.25% | 0.25% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Eagle Investment Management, LLC | History | No change | 41,508 | 6,280 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hilton Capital Management, LLC | History | No change | 40,263 | 6,091 | 0.41% | 0.41% | 123 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| US BANCORP \DE\ | History | Added to | 46,431 | 6,069 | 0.01% | 0.01% | 124 | +1,090 | 2.4% | Q3 2026 | Nov 05, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 38,868 | 5,880 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 38,562 | 5,834 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Buckley Wealth Management, LLC | History | No change | 37,605 | 5,689 | 1.41% | 1.41% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brevan Howard Capital Management LP | History | No change | 36,794 | 5,566 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOMAS STORY & SON LLC | History | Reduced | 42,567 | 5,564 | 1.92% | 2.37% | 129 | -1,654 | -3.74% | Q3 2026 | Oct 13, 2026 |
| Cerity Partners LLC | History | No change | 35,820 | 5,419 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACQUARIE GROUP LTD | History | No change | 34,390 | 5,203 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 34,113 | 5,161 | 0.07% | 0.07% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 33,905 | 5,129 | 0.11% | 0.11% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 33,801 | 5,114 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 32,989 | 4,991 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 33,024 | 4,989 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 32,884 | 4,975 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 36,789 | 4,809 | 0.33% | 0.37% | 138 | +234 | 0.64% | Q3 2026 | Oct 26, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 31,059 | 4,699 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 30,577 | 4,626 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 34,693 | 4,574 | 0.01% | 0.01% | 141 | -24,079 | -40.97% | Q3 2026 | Nov 04, 2026 |
| PDT Partners, LLC | History | No change | 29,441 | 4,454 | 0.23% | 0.23% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sciencast Management LP | History | No change | 28,970 | 4,383 | 0.91% | 0.91% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pathstone Holdings, LLC | History | No change | 28,674 | 4,338 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Treasurer of the State of North Carolina | History | No change | 28,499 | 4,312 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 28,360 | 4,291 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 28,215 | 4,268 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Reduced | 31,529 | 4,121 | 0.53% | 0.62% | 148 | -2,400 | -7.07% | Q3 2026 | Nov 04, 2026 |
| River Road Asset Management, LLC | History | No change | 27,114 | 4,102 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 26,676 | 4,036 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verition Fund Management LLC | History | No change | 26,671 | 4,035 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 25,180 | 3,809 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Jupiter Topco LLC | History | No change | 24,657 | 3,727 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 24,050 | 3,639 | 0.07% | 0.07% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 23,846 | 3,607 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 23,759 | 3,594 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 23,590 | 3,569 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Added to | 25,843 | 3,378 | 0.02% | 0.03% | 158 | +1,182 | 4.79% | Q3 2026 | Oct 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 22,153 | 3,352 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 25,073 | 3,277 | 0.02% | 0.02% | 160 | +4,275 | 20.55% | Q3 2026 | Oct 06, 2026 |
| ALPS ADVISORS INC | History | Reduced | 24,716 | 3,231 | 0.01% | 0.02% | 161 | -7,739 | -23.85% | Q3 2026 | Nov 02, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 21,125 | 3,196 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 20,964 | 3,171 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SummitTX Capital, L.P. | History | No change | 20,698 | 3,131 | 0.08% | 0.08% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRING TURNER CAPITAL GROUP INC | History | No change | 21,354 | 3,009 | 1.72% | 1.72% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 19,881 | 3,008 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 22,426 | 3,006 | 0.0% | 0.0% | 167 | +6,032 | 36.79% | Q3 2026 | Oct 13, 2026 |
| BARCLAYS PLC | History | No change | 19,371 | 2,930 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 18,888 | 2,857 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 18,815 | 2,846 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 18,605 | 2,815 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 18,440 | 2,789 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 21,078 | 2,755 | 0.03% | 0.03% | 173 | +510 | 2.48% | Q3 2026 | Oct 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 20,840 | 2,724 | 0.01% | 0.01% | 174 | +77 | 0.37% | Q3 2026 | Nov 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 17,780 | 2,690 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HighTower Advisors, LLC | History | No change | 17,548 | 2,654 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 17,393 | 2,631 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 17,005 | 2,572 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 16,889 | 2,555 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 16,870 | 2,552 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 16,780 | 2,538 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 18,733 | 2,448 | 0.0% | 0.0% | 182 | -245 | -1.29% | Q3 2026 | Nov 05, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 18,405 | 2,406 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 15,837 | 2,396 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 15,500 | 2,345 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 15,417 | 2,332 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bridgefront Capital, LLC | History | No change | 15,377 | 2,326 | 0.61% | 0.61% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | No change | 14,946 | 2,261 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 17,200 | 2,248 | 0.03% | 0.04% | 189 | +1,000 | 6.17% | Q3 2026 | Oct 20, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 14,842 | 2,245 | 0.48% | 0.48% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 14,608 | 2,210 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Achmea Investment Management B.V. | History | New | 16,461 | 2,153 | 0.02% | — | 192 | +16,461 | New | Q3 2026 | Oct 30, 2026 |
| BANQUE PICTET & CIE SA | History | New | 16,045 | 2,097 | 0.01% | — | 193 | +16,045 | New | Q3 2026 | Oct 16, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 15,812 | 2,067 | 0.06% | 0.06% | 194 | +2,422 | 18.09% | Q3 2026 | Oct 13, 2026 |
| Arizona State Retirement System | History | Added to | 15,608 | 2,040 | 0.01% | 0.01% | 195 | +319 | 2.09% | Q3 2026 | Nov 03, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 13,212 | 1,998 | 0.11% | 0.11% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 15,188 | 1,985 | 0.31% | 0.28% | 197 | +2,772 | 22.33% | Q3 2026 | Oct 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 13,027 | 1,971 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 12,908 | 1,952 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 14,899 | 1,947 | 0.02% | 0.03% | 200 | -158 | -1.05% | Q3 2026 | Oct 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 12,493 | 1,891 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 12,464 | 1,885 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 11,901 | 1,800 | 0.09% | 0.09% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 11,806 | 1,786 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 13,620 | 1,780 | 0.01% | 0.01% | 205 | +700 | 5.42% | Q3 2026 | Oct 27, 2026 |
| Engineers Gate Manager LP | History | No change | 11,746 | 1,777 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RW Investment Management LLC | History | Added to | 13,422 | 1,754 | 0.16% | 0.18% | 207 | +40 | 0.3% | Q3 2026 | Nov 03, 2026 |
| ALLSTATE CORP | History | No change | 11,537 | 1,745 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 12,675 | 1,657 | 0.0% | 0.0% | 209 | +371 | 3.02% | Q3 2026 | Nov 05, 2026 |
| Centiva Capital, LP | History | No change | 10,878 | 1,645 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 10,562 | 1,598 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | Added to | 12,200 | 1,595 | 0.04% | 0.04% | 212 | +1,900 | 18.45% | Q3 2026 | Nov 05, 2026 |
| COMMERCE BANK | History | No change | 10,511 | 1,590 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,487 | 1,586 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 12,009 | 1,569 | 0.02% | 0.02% | 215 | +547 | 4.77% | Q3 2026 | Oct 29, 2026 |
| Corient Private Wealth LP | History | No change | 10,214 | 1,545 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,197 | 1,542 | 0.04% | 0.04% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 10,120 | 1,531 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AGP FRANKLIN, LLC | History | Added to | 11,251 | 1,470 | 0.64% | 0.65% | 219 | +1,276 | 12.79% | Q3 2026 | Nov 04, 2026 |
| HSBC HOLDINGS PLC | History | No change | 9,648 | 1,469 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 9,672 | 1,463 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 11,053 | 1,444 | 0.06% | 0.08% | 222 | -1,300 | -10.52% | Q3 2026 | Nov 04, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 10,930 | 1,428 | 0.02% | 0.02% | 223 | -114 | -1.03% | Q3 2026 | Oct 27, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 9,078 | 1,373 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 8,998 | 1,361 | 0.18% | 0.18% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,128 | 1,324 | 0.0% | 0.0% | 226 | -972 | -8.76% | Q3 2026 | Oct 30, 2026 |
| WINTON GROUP Ltd | History | No change | 8,707 | 1,317 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisors Asset Management, Inc. | History | No change | 8,617 | 1,303 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 8,572 | 1,297 | 0.08% | 0.08% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 9,862 | 1,289 | 0.01% | 0.0% | 230 | +4,080 | 70.56% | Q3 2026 | Oct 23, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 8,410 | 1,272 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 8,364 | 1,265 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sagewood Asset Management LP | History | No change | 8,333 | 1,260 | 0.29% | 0.29% | 233 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SG Americas Securities, LLC | History | No change | 8,209 | 1,242 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First National Advisers, LLC | History | No change | 7,919 | 1,198 | 0.17% | 0.17% | 235 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 9,034 | 1,181 | 0.13% | 0.16% | 236 | -564 | -5.88% | Q3 2026 | Oct 21, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 7,772 | 1,175 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 7,697 | 1,164 | 0.05% | 0.05% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pacer Advisors, Inc. | History | No change | 7,527 | 1,139 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 7,363 | 1,114 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 7,336 | 1,109 | 0.6% | 0.6% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 6,990 | 1,057 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Continuum Advisory, LLC | History | No change | 6,956 | 1,052 | 0.09% | 0.09% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,897 | 1,043 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Inspire Investing, LLC | History | Added to | 7,902 | 1,033 | 0.04% | 0.04% | 245 | +786 | 11.05% | Q3 2026 | Oct 22, 2026 |
| Atria Investments, Inc | History | Added to | 7,850 | 1,026 | 0.01% | 0.01% | 246 | +315 | 4.18% | Q3 2026 | Oct 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,580 | 995 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 6,311 | 954 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 7,200 | 941 | 0.07% | 0.13% | 249 | -6,522 | -47.53% | Q3 2026 | Oct 28, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 6,180 | 935 | 0.05% | 0.05% | 250 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,042 | 920 | 0.0% | 0.0% | 251 | -4,553 | -39.27% | Q3 2026 | Nov 02, 2026 |
| Teza Capital Management LLC | History | Added to | 6,875 | 898 | 0.8% | 0.77% | 252 | +4,236 | 160.52% | Q3 2026 | Oct 23, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 6,761 | 883 | 0.05% | 0.07% | 253 | -82 | -1.2% | Q3 2026 | Oct 08, 2026 |
| AXQ CAPITAL, LP | History | No change | 5,837 | 883 | 0.1% | 0.1% | 254 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CROBAN | History | No change | 5,833 | 882 | 0.39% | 0.39% | 255 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 5,830 | 882 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,753 | 870 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 5,686 | 860 | 0.33% | 0.33% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| R Squared Ltd | History | No change | 5,675 | 858 | 0.45% | 0.45% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XPONANCE LLC | History | Reduced | 6,499 | 849 | 0.0% | 0.01% | 260 | -53 | -0.81% | Q3 2026 | Nov 03, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 5,562 | 841 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 5,509 | 833 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 5,500 | 832 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| iSAM Funds (UK) Ltd | History | No change | 5,500 | 832 | 0.59% | 0.59% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 6,250 | 817 | 0.15% | 0.21% | 265 | -1,150 | -15.54% | Q3 2026 | Oct 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 5,921 | 811 | 0.02% | 0.02% | 266 | +82 | 1.4% | Q3 2026 | Oct 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 6,200 | 810 | 0.0% | 0.0% | 267 | +542 | 9.58% | Q3 2026 | Oct 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 5,249 | 794 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 5,061 | 765 | 0.07% | 0.07% | 269 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 5,190 | 763 | 0.4% | 0.4% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tumwater Wealth Management, LLC | History | No change | 4,981 | 753 | 0.27% | 0.27% | 271 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FULTON BANK, N.A. | History | Added to | 5,715 | 747 | 0.02% | 0.03% | 272 | +32 | 0.56% | Q3 2026 | Oct 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 5,648 | 738 | 0.0% | 0.0% | 273 | +641 | 12.8% | Q3 2026 | Oct 27, 2026 |
| PFG Advisors | History | Added to | 5,533 | 723 | 0.04% | 0.04% | 274 | +773 | 16.24% | Q3 2026 | Oct 15, 2026 |
| Quadrature Capital Ltd | History | No change | 4,772 | 722 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFM Investors Pty Ltd | History | Added to | 5,506 | 719 | 0.0% | 0.0% | 276 | +1,552 | 39.25% | Q3 2026 | Oct 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 5,379 | 703 | 0.08% | 0.08% | 277 | +449 | 9.11% | Q3 2026 | Oct 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,334 | 697 | 0.01% | 0.01% | 278 | -192 | -3.47% | Q3 2026 | Nov 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,597 | 696 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,377 | 662 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bahl & Gaynor LLC | History | No change | 5,000 | 653 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 4,319 | 653 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | No change | 4,947 | 646 | 0.26% | 0.3% | 283 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 4,240 | 641 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NFSG Corp | History | Added to | 4,876 | 637 | 0.07% | 0.0% | 285 | +4,836 | 12090.0% | Q3 2026 | Oct 15, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 4,216 | 637 | 0.15% | 0.15% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 4,165 | 630 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 4,127 | 613 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 4,676 | 611 | 0.15% | 0.17% | 289 | +175 | 3.89% | Q3 2026 | Nov 04, 2026 |
| FIDUCIARY TRUST CO | History | No change | 4,025 | 608 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 4,024 | 608 | 0.15% | 0.15% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 4,005 | 605 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 4,511 | 589 | 0.01% | — | 293 | +4,511 | New | Q3 2026 | Oct 23, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 4,462 | 583 | 0.01% | 0.01% | 294 | +171 | 3.99% | Q3 2026 | Oct 21, 2026 |
| BFC Planning, Inc. | History | No change | 3,729 | 564 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 3,717 | 562 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,161 | 543 | 0.01% | 0.01% | 297 | +617 | 17.41% | Q3 2026 | Oct 23, 2026 |
| Man Group plc | History | No change | 3,591 | 543 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,125 | 539 | 0.0% | 0.0% | 299 | +979 | 31.12% | Q3 2026 | Nov 02, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 3,534 | 534 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 3,516 | 531 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | No change | 3,455 | 522 | 0.04% | 0.04% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Machina Capital S.A.S. | History | Added to | 3,981 | 520 | 0.07% | 0.09% | 303 | +255 | 6.84% | Q3 2026 | Nov 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,951 | 516 | 0.0% | 0.0% | 304 | +144 | 3.78% | Q3 2026 | Nov 02, 2026 |
| FEDERATED HERMES, INC. | History | No change | 3,320 | 502 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,487 | 490 | 0.01% | 0.01% | 306 | +1,551 | 80.11% | Q3 2026 | Oct 26, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 3,727 | 487 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Jacobi Capital Management LLC | History | Added to | 3,712 | 485 | 0.02% | 0.03% | 308 | +21 | 0.57% | Q3 2026 | Nov 05, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 3,659 | 478 | 0.01% | 0.01% | 309 | -1,750 | -32.35% | Q3 2026 | Oct 22, 2026 |
| Welch Group, LLC | History | No change | 3,656 | 477 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,608 | 472 | 0.0% | 0.0% | 311 | +20 | 0.56% | Q3 2026 | Oct 26, 2026 |
| Ethic Inc. | History | Reduced | 3,531 | 461 | 0.01% | 0.01% | 312 | -797 | -18.41% | Q3 2026 | Nov 03, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 3,021 | 457 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 3,440 | 449 | 0.01% | 0.01% | 314 | +598 | 21.04% | Q3 2026 | Nov 05, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 2,952 | 446 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 2,934 | 443 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 2,885 | 436 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,858 | 432 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 3,303 | 431 | 0.0% | 0.0% | 319 | +52 | 1.6% | Q3 2026 | Nov 05, 2026 |
| Utah Retirement Systems | History | No change | 2,841 | 429 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,828 | 427 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,261 | 426 | 0.0% | 0.0% | 322 | +204 | 6.67% | Q3 2026 | Oct 08, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,750 | 416 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 3,131 | 409 | 0.01% | 0.01% | 324 | -48 | -1.51% | Q3 2026 | Oct 23, 2026 |
| Kentucky Trust Co | History | No change | 3,100 | 405 | 0.2% | 0.23% | 325 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| NewEdge Wealth, LLC | History | No change | 2,651 | 401 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,645 | 400 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INCEPTIONR LLC | History | No change | 2,587 | 391 | 0.1% | 0.1% | 328 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,559 | 387 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 2,532 | 383 | 0.02% | 0.02% | 330 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | New | 2,925 | 382 | 0.01% | — | 331 | +2,925 | New | Q3 2026 | Nov 04, 2026 |
| Trust Point Inc. | History | Reduced | 2,917 | 381 | 0.03% | 0.04% | 332 | -434 | -12.95% | Q3 2026 | Oct 27, 2026 |
| Ballentine Partners, LLC | History | No change | 2,511 | 379 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 2,511 | 379 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Greenland Capital Management LP | History | No change | 2,510 | 379 | 0.05% | 0.05% | 335 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | No change | 2,877 | 376 | 0.07% | 0.08% | 336 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Lido Advisors, LLC | History | Added to | 2,848 | 372 | 0.0% | 0.0% | 337 | +227 | 8.66% | Q3 2026 | Nov 04, 2026 |
| Convergence Financial, LLC | History | New | 2,837 | 370 | 0.05% | — | 338 | +2,837 | New | Q3 2026 | Oct 27, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 2,441 | 369 | 0.05% | 0.05% | 339 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 2,429 | 367 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 2,732 | 357 | 0.02% | — | 341 | +2,732 | New | Q3 2026 | Oct 30, 2026 |
| HOWE & RUSLING INC | History | No change | 2,347 | 355 | 0.02% | 0.02% | 342 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Phillips Wealth Planners LLC | History | No change | 2,343 | 355 | 0.26% | 0.26% | 343 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,294 | 347 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 2,654 | 346 | 0.0% | 0.0% | 345 | +620 | 30.48% | Q3 2026 | Oct 23, 2026 |
| IMC-Chicago, LLC | History | New | 2,599 | 339 | 0.0% | — | 346 | +2,599 | New | Q3 2026 | Nov 05, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 2,237 | 338 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Callan Family Office, LLC | History | No change | 2,223 | 336 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SYON CAPITAL LLC | History | No change | 2,200 | 332 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 2,525 | 330 | 0.02% | 0.03% | 350 | +131 | 5.47% | Q3 2026 | Oct 29, 2026 |
| Briggs Wealth Management, Inc | History | No change | 2,467 | 322 | 0.28% | 0.34% | 351 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Atala Financial Inc | History | Reduced | 2,461 | 321 | 0.19% | 0.23% | 352 | -48 | -1.91% | Q3 2026 | Oct 22, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 2,416 | 315 | 0.02% | 0.02% | 353 | +18 | 0.75% | Q3 2026 | Oct 16, 2026 |
| INGALLS & SNYDER LLC | History | No change | 2,000 | 303 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Voleon Capital Management LP | History | No change | 2,004 | 303 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NVWM, LLC | History | No change | 2,316 | 302 | 0.06% | 0.07% | 356 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,989 | 300 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Greenfield Seitz Capital Management, LLC | History | No change | 2,282 | 298 | 0.09% | 0.1% | 358 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 1,954 | 295 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 1,944 | 294 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 2,237 | 292 | 0.06% | 0.07% | 361 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Parcion Private Wealth LLC | History | Added to | 2,220 | 290 | 0.02% | 0.01% | 362 | +697 | 45.76% | Q3 2026 | Oct 28, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 2,225 | 290 | 0.12% | 0.15% | 363 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Vanguard Capital Wealth Advisors | History | Added to | 2,201 | 287 | 0.2% | 0.22% | 364 | +14 | 0.64% | Q3 2026 | Oct 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 1,873 | 283 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TCW GROUP INC | History | No change | 1,838 | 278 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Financial, LLC | History | No change | 1,838 | 278 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 2,116 | 276 | 0.06% | 0.06% | 368 | +59 | 2.87% | Q3 2026 | Oct 21, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 2,080 | 271 | 0.0% | — | 371 | +2,080 | New | Q3 2026 | Oct 21, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 2,071 | 271 | 0.01% | 0.01% | 369 | +141 | 7.31% | Q3 2026 | Oct 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,791 | 271 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | Added to | 2,066 | 270 | 0.0% | 0.0% | 372 | +522 | 33.81% | Q3 2026 | Oct 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,050 | 267 | 0.01% | 0.01% | 373 | +462 | 29.09% | Q3 2026 | Nov 04, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 1,750 | 264 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 1,745 | 264 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 1,988 | 259 | 0.01% | 0.01% | 376 | +75 | 3.92% | Q3 2026 | Oct 16, 2026 |
| GAMMA Investing LLC | History | Added to | 1,975 | 258 | 0.01% | 0.01% | 377 | +303 | 18.12% | Q3 2026 | Oct 08, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 1,958 | 255 | 0.0% | 0.0% | 378 | -68 | -3.36% | Q3 2026 | Oct 13, 2026 |
| Advisory Alpha, LLC | History | No change | 1,679 | 254 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTRAL TRUST Co | History | Reduced | 1,930 | 252 | 0.0% | 0.01% | 380 | -100 | -4.93% | Q3 2026 | Nov 05, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,631 | 246 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JGP Wealth Management, LLC | History | No change | 1,888 | 246 | 0.02% | 0.03% | 382 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 1,632 | 246 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 1,625 | 245 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colter Lewis Investment Partners LLC | History | No change | 1,624 | 245 | 0.11% | 0.11% | 385 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 1,618 | 244 | 0.02% | 0.02% | 386 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 1,595 | 241 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,591 | 240 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 1,837 | 240 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| AlphaGrep UK Ltd | History | No change | 1,579 | 238 | 0.07% | 0.07% | 390 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 1,787 | 233 | 0.12% | 0.12% | 391 | +148 | 9.03% | Q3 2026 | Oct 30, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,538 | 232 | 0.02% | 0.02% | 392 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 1,774 | 231 | 0.01% | 0.01% | 393 | +29 | 1.66% | Q3 2026 | Oct 22, 2026 |
| Marex Group Ltd | History | No change | 1,519 | 229 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frec Markets, Inc. | History | No change | 1,501 | 227 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Dakota State Investment Board | History | Added to | 1,720 | 224 | 0.01% | 0.01% | 397 | +117 | 7.3% | Q3 2026 | Oct 27, 2026 |
| nVerses Capital, LLC | History | No change | 1,481 | 224 | 0.34% | 0.34% | 396 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Crestwood Advisors Group, LLC | History | New | 1,706 | 223 | 0.0% | — | 398 | +1,706 | New | Q3 2026 | Oct 27, 2026 |
| Waterfront Wealth Inc. | History | Added to | 1,611 | 222 | 0.04% | 0.04% | 399 | +11 | 0.69% | Q3 2026 | Nov 03, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 1,471 | 222 | 0.04% | 0.04% | 400 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CIBC Asset Management Inc | History | No change | 1,691 | 221 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 1,456 | 220 | 0.02% | 0.02% | 402 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,668 | 218 | 0.0% | 0.0% | 403 | +2 | 0.12% | Q3 2026 | Oct 22, 2026 |
| Composition Wealth, LLC | History | No change | 1,446 | 218 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IHT Wealth Management, LLC | History | No change | 1,446 | 218 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | Added to | 1,648 | 215 | 0.01% | 0.01% | 407 | +81 | 5.17% | Q3 2026 | Nov 05, 2026 |
| MAI Capital Management | History | No change | 1,422 | 215 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 1,407 | 214 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 1,635 | 213 | 0.01% | 0.01% | 409 | -37 | -2.21% | Q3 2026 | Oct 23, 2026 |
| IFS Group,LLC | History | No change | 1,400 | 211 | 0.29% | 0.29% | 410 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BRIGHTON JONES LLC | History | Added to | 1,610 | 210 | 0.0% | 0.0% | 411 | +233 | 16.92% | Q3 2026 | Nov 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 1,598 | 208 | 0.0% | 0.0% | 412 | -100 | -5.89% | Q3 2026 | Oct 30, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 1,562 | 204 | 0.0% | — | 415 | +1,562 | New | Q3 2026 | Oct 21, 2026 |
| Independent Advisor Alliance | History | No change | 1,354 | 204 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 1,349 | 204 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Vise Technologies, Inc. | History | Reduced | 1,559 | 203 | 0.0% | 0.01% | 419 | -2,380 | -60.42% | Q3 2026 | Oct 28, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 1,553 | 203 | 0.02% | 0.02% | 416 | -34 | -2.14% | Q3 2026 | Oct 07, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 1,346 | 203 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 1,346 | 203 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savant Capital, LLC | History | No change | 1,342 | 202 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 1,532 | 200 | 0.0% | 0.0% | 421 | -104 | -6.36% | Q3 2026 | Oct 05, 2026 |
| F/m Investments LLC | History | No change | 1,326 | 200 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | Added to | 1,463 | 191 | 0.0% | 0.0% | 423 | +32 | 2.24% | Q3 2026 | Oct 16, 2026 |
| ASSETMARK, INC | History | Added to | 1,382 | 180 | 0.0% | 0.0% | 424 | +105 | 8.22% | Q3 2026 | Oct 21, 2026 |
| Blue Trust, Inc. | History | Added to | 1,350 | 176 | 0.0% | 0.0% | 425 | +10 | 0.75% | Q3 2026 | Oct 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 1,022 | 154 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,164 | 152 | 0.0% | — | 427 | +1,164 | New | Q3 2026 | Nov 04, 2026 |
| Asset Dedication, LLC | History | No change | 1,065 | 139 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 983 | 128 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 895 | 117 | 0.01% | 0.01% | 430 | -19 | -2.08% | Q3 2026 | Oct 27, 2026 |
| EASTERN BANK | History | No change | 859 | 112 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| CX Institutional | History | Added to | 838 | 110 | 0.0% | 0.0% | 432 | +823 | 5486.67% | Q3 2026 | Oct 02, 2026 |
| MATHER GROUP, LLC. | History | Added to | 827 | 108 | 0.0% | 0.0% | 433 | +51 | 6.57% | Q3 2026 | Oct 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 695 | 105 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 799 | 104 | 0.01% | 0.01% | 435 | +306 | 62.07% | Q3 2026 | Oct 01, 2026 |
| UNION SAVINGS BANK | History | No change | 750 | 98 | 0.04% | 0.05% | 436 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 631 | 95 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clean Yield Group | History | No change | 700 | 91 | 0.02% | 0.03% | 438 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 665 | 86 | 0.05% | 0.06% | 439 | +4 | 0.61% | Q3 2026 | Nov 04, 2026 |
| Heritage Family Offices, LLP | History | New | 657 | 85 | 0.03% | — | 440 | +657 | New | Q3 2026 | Nov 02, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 608 | 79 | 0.01% | 0.01% | 441 | -252 | -29.3% | Q3 2026 | Oct 27, 2026 |
| SouthState Bank Corp | History | No change | 515 | 77 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avalon Trust Co | History | No change | 500 | 75 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asset Planning,Inc | History | Added to | 555 | 72 | 0.05% | 0.05% | 444 | +3 | 0.54% | Q3 2026 | Oct 26, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 470 | 71 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 500 | 65 | 0.01% | 0.0% | 447 | +323 | 182.49% | Q3 2026 | Oct 26, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 500 | 65 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BESSEMER GROUP INC | History | No change | 382 | 58 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 383 | 58 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quarry LP | History | No change | 366 | 55 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 359 | 54 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 362 | 54 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smithfield Trust Co | History | No change | 340 | 52 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 330 | 50 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Root Financial Partners, LLC | History | New | 380 | 49 | 0.0% | — | 455 | +380 | New | Q3 2026 | Oct 21, 2026 |
| SHP Wealth Management | History | No change | 300 | 45 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quent Capital, LLC | History | No change | 291 | 44 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 303 | 43 | 0.03% | 0.03% | 458 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Essential Partners LLC | History | Added to | 319 | 41 | 0.02% | 0.01% | 460 | +188 | 143.51% | Q3 2026 | Oct 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 274 | 41 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 261 | 39 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 260 | 39 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| StrongBox Wealth, LLC | History | No change | 304 | 39 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| TRUST CO OF VERMONT | History | Added to | 297 | 38 | 0.0% | 0.0% | 464 | +97 | 48.5% | Q3 2026 | Oct 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 271 | 35 | 0.0% | 0.01% | 466 | -16 | -5.57% | Q3 2026 | Oct 20, 2026 |
| North Star Investment Management Corp. | History | No change | 275 | 35 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Elequin Capital, LP | History | No change | 235 | 35 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 225 | 34 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Added to | 255 | 33 | 0.0% | 0.0% | 470 | +18 | 7.59% | Q3 2026 | Nov 05, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 221 | 33 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 251 | 32 | 0.0% | 0.0% | 472 | -14 | -5.28% | Q3 2026 | Oct 28, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 216 | 32 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 241 | 31 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 232 | 30 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| LRI Investments, LLC | History | No change | 196 | 29 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 180 | 27 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 201 | 26 | 0.01% | 0.01% | 477 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 166 | 25 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independence Bank of Kentucky | History | Reduced | 175 | 22 | 0.0% | 0.01% | 480 | -182 | -50.98% | Q3 2026 | Oct 26, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 173 | 22 | 0.0% | 0.0% | 479 | -5 | -2.81% | Q3 2026 | Oct 20, 2026 |
| S&T BANK/PA | History | No change | 144 | 21 | 0.01% | 0.01% | 481 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 161 | 20 | 0.01% | — | 483 | +161 | New | Q3 2026 | Oct 27, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 155 | 20 | 0.01% | 0.01% | 482 | +15 | 10.71% | Q3 2026 | Oct 30, 2026 |
| True Wealth Design, LLC | History | Added to | 148 | 19 | 0.0% | 0.0% | 484 | +63 | 74.12% | Q3 2026 | Oct 13, 2026 |
| Manchester Capital Management LLC | History | Added to | 143 | 18 | 0.0% | 0.0% | 485 | +1 | 0.7% | Q3 2026 | Oct 22, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 139 | 18 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 134 | 17 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Private Wealth Management Group, LLC | History | No change | 134 | 17 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 108 | 16 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ankerstar Wealth, LLC | History | No change | 100 | 15 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 105 | 15 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 94 | 14 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Archer Investment Corp | History | New | 100 | 13 | 0.0% | — | 494 | +100 | New | Q3 2026 | Nov 05, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 100 | 13 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Financial Perspectives, Inc | History | No change | 99 | 12 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Elyxium Wealth, LLC | History | New | 88 | 11 | 0.0% | — | 498 | +88 | New | Q3 2026 | Oct 27, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 77 | 11 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 79 | 11 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | No change | 80 | 10 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 70 | 9 | 0.0% | 0.0% | 506 | +1 | 1.45% | Q3 2026 | Oct 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 61 | 9 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 74 | 9 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| WHITTIER TRUST CO | History | No change | 64 | 9 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clearstead Trust, LLC | History | No change | 63 | 9 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 75 | 9 | 0.0% | 0.01% | 504 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Covestor Ltd | History | No change | 70 | 9 | 0.01% | 0.01% | 505 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Sankala Group LLC | History | No change | 68 | 9 | 0.01% | 0.01% | 507 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 64 | 8 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| CVA Family Office, LLC | History | No change | 57 | 8 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KFG LLC | History | New | 61 | 7 | 0.0% | — | 510 | +61 | New | Q3 2026 | Nov 02, 2026 |
| JNBA Financial Advisors | History | Added to | 53 | 6 | 0.0% | — | 512 | +48 | 960.0% | Q3 2026 | Nov 03, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 47 | 6 | 0.0% | 0.0% | 516 | +20 | 74.07% | Q3 2026 | Oct 07, 2026 |
| Fortitude Family Office, LLC | History | Added to | 48 | 6 | 0.0% | 0.0% | 514 | +1 | 2.13% | Q3 2026 | Oct 14, 2026 |
| WPG Advisers, LLC | History | Reduced | 49 | 6 | 0.0% | 0.0% | 517 | -1 | -2.0% | Q3 2026 | Oct 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 47 | 6 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 49 | 6 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| LGT Financial Advisors LLC | History | No change | 46 | 6 | 0.03% | 0.03% | 515 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rossby Financial, LCC | History | No change | 42 | 5 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 40 | 5 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 35 | 5 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GK Wealth Management LLC | History | New | 31 | 4 | 0.0% | — | 525 | +31 | New | Q3 2026 | Oct 09, 2026 |
| CoreCap Advisors, LLC | History | Added to | 38 | 4 | 0.0% | 0.0% | 521 | +26 | 216.67% | Q3 2026 | Oct 08, 2026 |
| Millstone Evans Group, LLC | History | No change | 27 | 4 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 34 | 4 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Ares Financial Consulting, LLC | History | No change | 31 | 4 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Cromwell Holdings LLC | History | Added to | 24 | 3 | 0.0% | 0.0% | 530 | +16 | 200.0% | Q3 2026 | Oct 28, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 25 | 3 | 0.0% | 0.0% | 533 | -6 | -19.35% | Q3 2026 | Oct 29, 2026 |
| FIRST HORIZON CORP | History | No change | 24 | 3 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 27 | 3 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Bogart Wealth, LLC | History | No change | 23 | 3 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, LLC | History | No change | 27 | 3 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Basepoint Wealth LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Copeland Capital Management, LLC | History | New | 19 | 2 | 0.0% | — | 543 | +19 | New | Q3 2026 | Oct 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 18 | 2 | 0.0% | — | 542 | +18 | New | Q3 2026 | Oct 29, 2026 |
| James T. Borello RIA | History | Added to | 16 | 2 | 0.0% | — | 541 | +11 | 220.0% | Q3 2026 | Oct 16, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 19 | 2 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HM PAYSON & CO | History | No change | 14 | 2 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WEBSTER BANK, N. A. | History | No change | 17 | 2 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bell Investment Advisors, Inc | History | No change | 17 | 2 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Rialto Wealth Management, LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 17 | 2 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sunrise Financial Services, LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| UMB Private Wealth Management, LLC | History | New | 14 | 1 | 0.0% | — | 558 | +14 | New | Q3 2026 | Oct 19, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 13 | 1 | 0.0% | — | 557 | +13 | New | Q3 2026 | Oct 13, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 8 | 1 | 0.0% | — | 556 | +8 | New | Q3 2026 | Oct 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 8 | 1 | 0.0% | — | 551 | +7 | 700.0% | Q3 2026 | Oct 29, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 14 | 1 | 0.0% | 0.0% | 549 | +3 | 27.27% | Q3 2026 | Oct 27, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 10 | 1 | 0.0% | 0.0% | 545 | +2 | 25.0% | Q3 2026 | Nov 03, 2026 |
| Grove Bank & Trust | History | No change | 14 | 1 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Avion Wealth | History | No change | 12 | 1 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 9 | 1 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| JDM Financial Group LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bare Financial Services, Inc | History | No change | 9 | 1 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Sachetta, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HFM Investment Advisors, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Torren Management, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Arbejdsmarkedets Tillaegspension | History | Closed out | 0 | 0 | — | 0.66% | — | -201,800 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -10,145 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,323 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Wellington Shields Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,000 | -100.0% | Q3 2026 | Nov 03, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,653 | -100.0% | Q3 2026 | Oct 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q3 2026 | Nov 05, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,467 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,398 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Sloy Dahl & Holst, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,372 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,358 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Wellington Shields & Co., LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -500 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -280 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Robinswood Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q3 2026 | Oct 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Nov 03, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q3 2026 | Oct 27, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q3 2026 | Oct 30, 2026 |
| Planning Strategies Inc. | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q3 2026 | Oct 02, 2026 |
| Monetary Solutions, Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 22, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Management Professionals, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Valued Wealth Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| American Capital Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Westfuller Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |