IES Holdings, Inc. - IESC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GENDELL JEFFREY L | History | No change | 10,293,528 | 7,562,243 | 66.79% | 66.79% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 2,245,587 | 1,649,742 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 883,520 | 649,086 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 420,423 | 308,859 | 0.06% | 0.06% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 401,936 | 295,286 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 380,318 | 279,404 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 346,730 | 254,728 | 0.15% | 0.15% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | No change | 274,069 | 201,347 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 266,996 | 196,182 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital International Investors | History | No change | 205,596 | 151,043 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 198,559 | 145,873 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pertento Partners LLP | History | No change | 168,457 | 123,758 | 6.67% | 6.67% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 154,221 | 113,301 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 149,029 | 109,485 | 0.88% | 0.88% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 144,735 | 106,328 | 0.18% | 0.18% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 128,605 | 94,480 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 126,625 | 93,026 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 126,514 | 92,944 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 121,781 | 89,467 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 107,286 | 78,818 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 107,112 | 78,690 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 106,752 | 78,426 | 0.11% | 0.11% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AltraVue Capital, LLC | History | No change | 96,317 | 70,760 | 5.1% | 5.1% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 73,239 | 53,806 | 0.15% | 0.15% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 69,784 | 51,267 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 66,527 | 48,874 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 65,771 | 48,319 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ophir Asset Management Pty Ltd | History | No change | 62,763 | 46,109 | 3.79% | 3.79% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 59,996 | 44,076 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 56,762 | 41,700 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 51,110 | 37,550 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 50,887 | 37,384 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parsifal Capital Management, LP | History | No change | 48,971 | 35,977 | 4.36% | 4.36% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 48,730 | 35,799 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swedbank AB | History | No change | 48,000 | 35,263 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 45,707 | 33,579 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 44,581 | 32,751 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 39,788 | 29,230 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 37,071 | 27,234 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Capital Management of KS, Inc. | History | No change | 35,002 | 25,714 | 3.37% | 3.37% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 34,644 | 25,451 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 31,552 | 23,179 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 30,359 | 22,284 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 29,054 | 21,344 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 25,421 | 18,689 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 23,930 | 17,580 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | No change | 21,306 | 15,652 | 1.3% | 1.3% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Neuberger Berman Group LLC | History | No change | 21,050 | 15,464 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 20,501 | 15,061 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 18,863 | 13,857 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 18,724 | 13,755 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 17,980 | 13,209 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 17,077 | 12,545 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | No change | 17,074 | 12,543 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | No change | 16,700 | 12,268 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 16,561 | 12,167 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 15,685 | 11,523 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palisades Investment Partners, LLC | History | No change | 15,003 | 11,021 | 3.13% | 3.13% | 58 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RBF Capital, LLC | History | No change | 15,000 | 11,019 | 0.46% | 0.46% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE GROUP LLC | History | No change | 14,849 | 10,908 | 0.44% | 0.44% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 14,546 | 10,686 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 14,463 | 10,625 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 13,788 | 10,129 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Curi Capital, LLC | History | No change | 13,667 | 10,040 | 0.15% | 0.15% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorShares Investments LLC | History | No change | 13,474 | 9,898 | 1.2% | 1.2% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 13,035 | 9,576 | 0.11% | 0.11% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 12,893 | 9,471 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 12,713 | 9,339 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 12,641 | 9,286 | 0.1% | 0.1% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | No change | 12,526 | 9,202 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steamboat Capital Partners, LLC | History | No change | 12,481 | 9,169 | 1.96% | 1.96% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 11,518 | 8,461 | 0.56% | 0.56% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 10,850 | 7,971 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 10,760 | 7,904 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 10,360 | 7,611 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Bridgewater Associates, LP | History | No change | 10,114 | 7,430 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 9,712 | 7,135 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Management One Co., Ltd. | History | No change | 9,707 | 7,121 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 9,424 | 6,923 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 9,292 | 6,826 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | No change | 9,074 | 6,666 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CREDIT AGRICOLE S A | History | No change | 8,554 | 6,284 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIHO Partners, LLC | History | No change | 8,510 | 6,251 | 3.52% | 3.52% | 83 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 8,471 | 6,223 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moran Wealth Management, LLC | History | No change | 8,332 | 6,121 | 0.17% | 0.17% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 8,219 | 6,038 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| De Lisle Partners LLP | History | No change | 8,086 | 5,933 | 0.65% | 0.65% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fiera Capital Corp | History | No change | 7,974 | 5,858 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jupiter Topco LLC | History | No change | 7,926 | 5,819 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truvestments Capital LLC | History | No change | 7,759 | 5,700 | 0.85% | 0.85% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 7,565 | 5,557 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 7,500 | 5,509 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | No change | 7,275 | 5,344 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Creative Planning | History | No change | 7,139 | 5,244 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 7,000 | 5,142 | 0.59% | 0.59% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 10,247 | 4,882 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 6,548 | 4,810 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 6,459 | 4,745 | 0.27% | 0.27% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 6,408 | 4,707 | 0.3% | 0.3% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,340 | 4,658 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,166 | 4,529 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 6,030 | 4,430 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 5,745 | 4,220 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Twin Tree Management, LP | History | No change | 5,700 | 4,187 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Informed Momentum Co LLC | History | No change | 5,562 | 4,086 | 0.36% | 0.36% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 5,510 | 4,047 | 2.48% | 2.48% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Annex Advisory Services, LLC | History | No change | 5,492 | 4,034 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,424 | 3,985 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 5,398 | 3,965 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 5,228 | 3,840 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 5,013 | 3,683 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dakota Wealth Management | History | No change | 5,000 | 3,673 | 0.07% | 0.07% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CastleKnight Management LP | History | No change | 5,000 | 3,673 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hedeker Wealth, LLC | History | No change | 4,944 | 3,632 | 0.69% | 0.69% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 4,882 | 3,586 | 0.28% | 0.28% | 115 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ALGERT GLOBAL LLC | History | No change | 4,864 | 3,573 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IPG Investment Advisors LLC | History | No change | 4,766 | 3,501 | 0.5% | 0.5% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 4,594 | 3,438 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | No change | 4,609 | 3,386 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,388 | 3,223 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alpine Global Management, LLC | History | No change | 4,378 | 3,216 | 0.52% | 0.52% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point Break Capital Management, LLC | History | No change | 4,200 | 3,085 | 3.36% | 3.36% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 4,154 | 3,051 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | No change | 4,139 | 3,041 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 4,014 | 2,949 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | No change | 3,975 | 2,920 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,924 | 2,882 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Virtu Financial LLC | History | No change | 3,711 | 2,726 | 0.09% | 0.09% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Treasurer of the State of North Carolina | History | No change | 3,710 | 2,726 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Peterson Wealth Services | History | No change | 3,710 | 2,725 | 0.59% | 0.59% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 3,623 | 2,657 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 3,614 | 2,655 | 0.08% | 0.08% | 132 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 3,599 | 2,644 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PFG Advisors | History | No change | 3,555 | 2,611 | 0.13% | 0.13% | 134 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 3,395 | 2,494 | 0.13% | 0.13% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 3,329 | 2,445 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 3,253 | 2,389 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 3,200 | 2,350 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BARCLAYS PLC | History | No change | 3,115 | 2,288 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | No change | 3,075 | 2,259 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,052 | 2,241 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 2,953 | 2,169 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Strategic Blueprint, LLC | History | No change | 2,932 | 2,154 | 0.11% | 0.11% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KEYSTONE INVESTORS PTE LTD | History | No change | 2,856 | 2,098 | 0.11% | 0.11% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,844 | 2,089 | 0.08% | 0.08% | 145 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,765 | 2,031 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITIGROUP INC | History | No change | 2,728 | 2,004 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SEI INVESTMENTS CO | History | No change | 2,657 | 1,951 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | No change | 2,600 | 1,910 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CIM, LLC | History | No change | 2,558 | 1,879 | 0.24% | 0.24% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestcor Inc | History | No change | 2,503 | 1,839 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 2,502 | 1,838 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Arizona State Retirement System | History | No change | 2,474 | 1,817 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ducere Wealth Management LLC | History | No change | 2,466 | 1,811 | 0.54% | 0.54% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 2,458 | 1,805 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,397 | 1,760 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Numerai GP LLC | History | No change | 2,396 | 1,760 | 0.14% | 0.14% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 2,322 | 1,705 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 2,314 | 1,700 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 2,225 | 1,634 | 0.1% | 0.1% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 2,181 | 1,602 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 2,160 | 1,586 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 2,118 | 1,556 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 2,099 | 1,542 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,043 | 1,500 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1ST SOURCE BANK | History | No change | 2,000 | 1,469 | 0.07% | 0.07% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 2,000 | 1,469 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,999 | 1,468 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 1,994 | 1,464 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 1,970 | 1,447 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Added to | 4,503 | 1,445 | 0.05% | 0.06% | 171 | +2,090 | 86.61% | Q3 2026 | Oct 05, 2026 |
| Portolan Capital Management, LLC | History | No change | 1,940 | 1,425 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 1,909 | 1,402 | 0.09% | 0.09% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,894 | 1,391 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VestGen Advisors, LLC | History | No change | 1,868 | 1,372 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XPONANCE LLC | History | No change | 1,866 | 1,370 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 1,800 | 1,322 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,801 | 1,322 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORA Capital, LLC | History | No change | 1,775 | 1,302 | 0.09% | 0.09% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 1,769 | 1,299 | 0.6% | 0.6% | 180 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,758 | 1,291 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 1,749 | 1,284 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 1,711 | 1,257 | 0.06% | 0.06% | 183 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Marathon Wealth Advisors LLC | History | No change | 1,697 | 1,246 | 0.43% | 0.43% | 184 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 1,677 | 1,232 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,954 | 1,222 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,634 | 1,200 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,621 | 1,190 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,615 | 1,186 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 1,573 | 1,155 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 1,570 | 1,153 | 0.1% | 0.1% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | No change | 1,564 | 1,149 | 0.17% | 0.17% | 192 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Savant Capital, LLC | History | No change | 1,480 | 1,106 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empowered Funds, LLC | History | No change | 1,485 | 1,090 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 1,478 | 1,085 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 1,462 | 1,074 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Pictet Asset Management Holding SA | History | No change | 1,433 | 1,052 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Jefferies Financial Group Inc. | History | No change | 1,393 | 1,023 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | History | No change | 1,370 | 1,006 | 0.31% | 0.31% | 199 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bridgewater Advisors Inc. | History | No change | 1,374 | 996 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 1,320 | 969 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 1,301 | 955 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Point72 Asset Management, L.P. | History | No change | 1,300 | 955 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 1,283 | 942 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,283 | 942 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 1,279 | 939 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTATE CORP | History | No change | 1,266 | 930 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 1,262 | 927 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AXQ CAPITAL, LP | History | No change | 1,242 | 912 | 0.1% | 0.1% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALGEBRIS (UK) LTD | History | No change | 1,238 | 906 | 0.06% | 0.06% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LMR Partners LLP | History | No change | 1,214 | 891 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 1,211 | 889 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Waratah Capital Advisors Ltd. | History | No change | 1,177 | 864 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 1,174 | 862 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 1,163 | 854 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hudson Bay Capital Management LP | History | No change | 1,120 | 822 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 1,112 | 816 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 1,100 | 808 | 0.09% | 0.09% | 218 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| City State Bank | History | No change | 1,057 | 776 | 0.18% | 0.18% | 219 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,044 | 766 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,030 | 756 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Linscomb Wealth, Inc. | History | No change | 1,000 | 734 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 999 | 733 | 0.12% | 0.12% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XML Financial, LLC | History | No change | 981 | 720 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 974 | 715 | 0.13% | 0.13% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keebeck Wealth Management | History | No change | 971 | 713 | 0.07% | 0.07% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 955 | 701 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 951 | 698 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 949 | 697 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 952 | 696 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | No change | 940 | 690 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 935 | 686 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VARCOV Co. | History | No change | 923 | 678 | 0.26% | 0.26% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | No change | 900 | 661 | 0.16% | 0.16% | 234 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 892 | 655 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Souders Financial Advisors | History | No change | 890 | 653 | 0.07% | 0.07% | 236 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 878 | 645 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of Alaska, Department of Revenue | History | No change | 855 | 628 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 873 | 624 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 850 | 624 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 848 | 622 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JB CAPITAL PARTNERS LP | History | No change | 841 | 617 | 0.1% | 0.1% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 819 | 601 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LONE PEAK GLOBAL INVESTORS LLC | History | No change | 811 | 595 | 0.08% | 0.08% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| USS Investment Management Ltd | History | No change | 800 | 587 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 796 | 584 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 784 | 575 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,783 | 572 | 0.0% | 0.01% | 248 | +748 | 72.27% | Q3 2026 | Oct 08, 2026 |
| Amundi | History | No change | 776 | 570 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 766 | 562 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 745 | 547 | 0.41% | 0.41% | 251 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advyzon Investment Management, LLC | History | No change | 734 | 539 | 0.04% | 0.04% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 730 | 536 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KPP Advisory Services LLC | History | No change | 719 | 528 | 0.07% | 0.07% | 254 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 717 | 526 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 714 | 524 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Linden Thomas Advisory Services, LLC | History | No change | 710 | 521 | 0.04% | 0.04% | 257 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ayrshire Capital Management LLC | History | No change | 707 | 519 | 0.24% | 0.24% | 258 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| REXFORD CAPITAL INC | History | No change | 700 | 514 | 0.31% | 0.31% | 259 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 713 | 499 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 667 | 490 | 0.05% | 0.05% | 261 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 657 | 482 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 1,478 | 474 | 0.05% | 0.05% | 263 | +739 | 100.0% | Q3 2026 | Oct 09, 2026 |
| denkapparat Operations GmbH | History | No change | 640 | 470 | 0.15% | 0.15% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 634 | 466 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gotham Asset Management, LLC | History | No change | 631 | 463 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 626 | 459 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthfront Advisers LLC | History | No change | 626 | 459 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC Asset Management Inc | History | No change | 617 | 453 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 617 | 453 | 0.07% | 0.07% | 270 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 609 | 447 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AVIVA PLC | History | No change | 608 | 446 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 603 | 443 | 0.15% | 0.15% | 273 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Walleye Trading LLC | History | No change | 600 | 440 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Callahan Advisors, LLC | History | No change | 600 | 440 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Abel Hall, LLC | History | No change | 582 | 427 | 0.07% | 0.07% | 276 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Impact Investors, Inc | History | No change | 573 | 420 | 0.31% | 0.31% | 277 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VISTA FINANCE, LLC | History | No change | 564 | 414 | 0.23% | 0.23% | 278 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 561 | 412 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Layline Advisors, LLC | History | No change | 557 | 409 | 0.37% | 0.37% | 280 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 647 | 396 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Trek Financial, LLC | History | No change | 531 | 390 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Portside Wealth Group, LLC | History | No change | 529 | 388 | 0.05% | 0.05% | 283 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| &PARTNERS | History | No change | 518 | 380 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Darden Wealth Group Inc | History | No change | 515 | 378 | 0.15% | 0.15% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | No change | 512 | 376 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 510 | 374 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 502 | 368 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 500 | 367 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 478 | 351 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Maryland State Retirement & Pension System | History | No change | 478 | 351 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 473 | 347 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| DnB Asset Management AS | History | No change | 467 | 343 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Utah Retirement Systems | History | No change | 454 | 333 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 453 | 332 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J. Team Financial, Inc. | History | No change | 448 | 329 | 0.32% | 0.32% | 296 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 443 | 325 | 0.05% | 0.05% | 297 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 440 | 323 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 434 | 318 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 434 | 318 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 428 | 314 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BROWN ADVISORY INC | History | No change | 420 | 308 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PATRON PARTNERS, LLC | History | No change | 414 | 304 | 0.12% | 0.12% | 303 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEXFORD CAPITAL LP | History | No change | 400 | 293 | 0.04% | 0.04% | 304 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 398 | 292 | 0.03% | 0.03% | 305 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 386 | 283 | 0.05% | 0.05% | 306 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 386 | 283 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEB Asset Management AB | History | No change | 386 | 283 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | No change | 385 | 282 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 383 | 281 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 409 | 271 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ethic Inc. | History | No change | 367 | 269 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Scientech Research LLC | History | No change | 366 | 268 | 0.22% | 0.22% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 361 | 265 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 352 | 258 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DRW Securities, LLC | History | No change | 341 | 250 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | New | 770 | 247 | 0.04% | — | 317 | +770 | New | Q3 2026 | Oct 08, 2026 |
| Blue Trust, Inc. | History | No change | 336 | 246 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Nykredit A/S | History | No change | 331 | 243 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| PUREfi Wealth, LLC | History | No change | 332 | 243 | 0.13% | 0.13% | 320 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concentric Capital Strategies, LP | History | No change | 327 | 240 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 325 | 238 | 0.07% | 0.07% | 322 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Claret Asset Management Corp | History | No change | 311 | 229 | 0.02% | 0.02% | 323 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| M&T BANK CORP | History | No change | 306 | 223 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KBC Group NV | History | No change | 303 | 223 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ausbil Investment Management Ltd | History | Added to | 686 | 220 | 0.11% | 0.11% | 327 | +343 | 100.0% | Q3 2026 | Oct 07, 2026 |
| Brookstone Capital Management | History | No change | 300 | 220 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Camarda Financial Advisors, LLC | History | No change | 295 | 216 | 0.07% | 0.07% | 328 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 294 | 215 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GAMMA Investing LLC | History | Added to | 667 | 214 | 0.01% | 0.01% | 330 | +415 | 164.68% | Q3 2026 | Oct 08, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 290 | 213 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sun Group Wealth Partners | History | No change | 290 | 213 | 0.15% | 0.15% | 332 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DUTCH ASSET Corp | History | No change | 281 | 207 | 0.1% | 0.1% | 333 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 280 | 205 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 280 | 202 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rakuten Securities, Inc. | History | No change | 269 | 197 | 0.05% | 0.05% | 336 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 261 | 192 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 256 | 188 | 0.02% | 0.02% | 338 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 220 | 161 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STRS OHIO | History | No change | 184 | 135 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SBI Securities Co., Ltd. | History | No change | 174 | 127 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Smithfield Trust Co | History | No change | 170 | 125 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 154 | 113 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 139 | 102 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 134 | 98 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silvant Capital Management LLC | History | No change | 125 | 91 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 115 | 84 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 111 | 81 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 107 | 78 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 236 | 75 | 0.01% | 0.01% | 350 | +130 | 122.64% | Q3 2026 | Oct 01, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 81 | 59 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 75 | 55 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 159 | 51 | 0.01% | 0.0% | 353 | +119 | 297.5% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | No change | 68 | 49 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 67 | 49 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parallel Advisors, LLC | History | No change | 67 | 49 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 66 | 48 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 59 | 43 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | No change | 59 | 43 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sterling Capital Management LLC | History | No change | 58 | 42 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MACQUARIE GROUP LTD | History | No change | 57 | 41 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 56 | 41 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 54 | 39 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 51 | 37 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 44 | 32 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST HORIZON CORP | History | No change | 35 | 25 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 35 | 25 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| J.Safra Asset Management Corp | History | No change | 34 | 24 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 34 | 24 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 38 | 23 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 30 | 22 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 31 | 22 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 31 | 22 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 26 | 19 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CVA Family Office, LLC | History | No change | 23 | 16 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 23 | 16 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 23 | 16 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Signature Equity Partners, LLC | History | No change | 22 | 16 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Essential Partners LLC | History | No change | 22 | 16 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 18 | 13 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LRI Investments, LLC | History | No change | 19 | 13 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 19 | 13 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 18 | 13 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 16 | 12 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 17 | 12 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BESSEMER GROUP INC | History | No change | 13 | 10 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 14 | 10 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Covestor Ltd | History | No change | 13 | 10 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 30 | 9 | 0.0% | — | 390 | +29 | 2900.0% | Q3 2026 | Oct 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 13 | 9 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 10 | 7 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 9 | 6 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 7 | 5 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | No change | 7 | 5 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aventura Private Wealth, LLC | History | No change | 8 | 5 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| McMillan Office, Inc. | History | No change | 8 | 5 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 13 | 4 | 0.0% | — | 399 | +13 | New | Q3 2026 | Oct 07, 2026 |
| Bell Investment Advisors, Inc | History | No change | 6 | 4 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 4 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bogart Wealth, LLC | History | No change | 5 | 3 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bare Financial Services, Inc | History | No change | 5 | 3 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WPG Advisers, LLC | History | No change | 5 | 3 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avion Wealth | History | No change | 4 | 2 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4 | 2 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SHP Wealth Management | History | No change | 4 | 2 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3 | 2 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creative Capital Management Investments LLC | History | No change | 4 | 2 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Westfuller Advisors, LLC | History | No change | 3 | 2 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hughes Financial Services, LLC | History | No change | 4 | 2 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 2 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 2 | 1 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stone House Investment Management, LLC | History | No change | 2 | 1 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Marquette Asset Management, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q3 2026 | Oct 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Navigoe, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |