INDEPENDENT BANK CORP - INDB
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 | 6,979,611 | 584,333 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 3,273,358 | 274,045 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 2,645,824 | 223,177 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,692,388 | 209,065 | 0.04% | 0.04% | 4 | +58,748 | 2.23% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,171,265 | 181,778 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,440,396 | 120,606 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 1,389,563 | 107,899 | 4.13% | 4.69% | 7 | -38,388 | -2.69% | Q3 2026 | Oct 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,179,183 | 88,686 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 917,172 | 76,786 | 0.12% | 0.12% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Channing Capital Management, LLC | History | Reduced | 913,220 | 70,911 | 1.86% | 1.84% | 10 | -40,215 | -4.22% | Q3 2026 | Nov 02, 2026 |
| CITADEL ADVISORS LLC | History | No change | 733,718 | 61,426 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MORGAN STANLEY | History | No change | 714,013 | 59,777 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verition Fund Management LLC | History | No change | 627,376 | 52,523 | 0.27% | 0.27% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 616,226 | 51,590 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REINHART PARTNERS, LLC. | History | Reduced | 638,976 | 49,616 | 1.21% | 1.26% | 15 | -18,895 | -2.87% | Q3 2026 | Oct 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 592,448 | 49,599 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 556,997 | 46,631 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 533,209 | 44,640 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 531,514 | 44,498 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 500,477 | 41,899 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 469,098 | 39,273 | 0.26% | 0.26% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 487,710 | 37,870 | 0.01% | 0.01% | 22 | -5,213 | -1.06% | Q3 2026 | Nov 05, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 421,384 | 35,278 | 1.19% | 1.19% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GW&K Investment Management, LLC | History | No change | 345,765 | 28,948 | 0.23% | 0.23% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 333,192 | 27,895 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 326,056 | 27,297 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 321,764 | 26,938 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 339,688 | 26,376 | 0.01% | 0.01% | 28 | +106,108 | 45.43% | Q3 2026 | Nov 02, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 295,399 | 24,730 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 252,173 | 21,111 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 243,160 | 20,357 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 245,922 | 19,095 | 0.97% | 0.99% | 32 | -14,423 | -5.54% | Q3 2026 | Oct 23, 2026 |
| Bridgewater Associates, LP | History | No change | 200,771 | 16,808 | 0.07% | 0.07% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 199,371 | 16,691 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 166,042 | 13,901 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 160,624 | 13,447 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 151,545 | 12,687 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 144,721 | 12,116 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 137,646 | 11,523 | 0.46% | 0.46% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 136,208 | 11,403 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 129,563 | 10,847 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 124,040 | 10,384 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 122,920 | 10,291 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 120,391 | 10,079 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ProShare Advisors LLC | History | Added to | 121,950 | 9,469 | 0.01% | 0.01% | 45 | +33,457 | 37.81% | Q3 2026 | Oct 28, 2026 |
| Legal & General Group Plc | History | No change | 112,026 | 9,378 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Added to | 118,716 | 9,218 | 1.76% | 1.72% | 47 | +4,497 | 3.94% | Q3 2026 | Oct 27, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 100,522 | 8,415 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 98,830 | 8,274 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Swiss National Bank | History | No change | 97,378 | 8,152 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 96,081 | 8,043 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 99,713 | 7,742 | 0.01% | 0.01% | 52 | +892 | 0.9% | Q3 2026 | Nov 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 87,667 | 7,490 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 88,775 | 7,439 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | No change | 86,698 | 7,258 | 0.22% | 0.22% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 86,411 | 7,234 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 85,000 | 7,116 | 1.3% | 1.3% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 83,191 | 6,958 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 80,704 | 6,756 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 82,067 | 6,425 | 0.34% | 0.4% | 60 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 80,482 | 6,249 | 0.09% | 0.1% | 61 | -42 | -0.05% | Q3 2026 | Oct 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 73,806 | 6,179 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 65,348 | 5,470 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 65,123 | 5,452 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 64,142 | 5,370 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 63,882 | 5,348 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 63,582 | 5,324 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 55,150 | 4,617 | 0.09% | 0.09% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 54,980 | 4,602 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 52,328 | 4,380 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 51,361 | 4,299 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 51,316 | 4,296 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 50,988 | 4,268 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 50,616 | 4,237 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 49,022 | 4,104 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 47,423 | 3,970 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 47,168 | 3,948 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 52,329 | 3,935 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 49,800 | 3,898 | 0.14% | 0.15% | 79 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 46,190 | 3,867 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 44,515 | 3,726 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 44,461 | 3,722 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 42,370 | 3,547 | 0.86% | 0.86% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 41,953 | 3,512 | 0.05% | 0.05% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 41,015 | 3,433 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 40,738 | 3,410 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 42,313 | 3,285 | 0.01% | 0.0% | 87 | +10,181 | 31.68% | Q3 2026 | Nov 05, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 42,190 | 3,276 | 0.31% | 0.34% | 88 | +130 | 0.31% | Q3 2026 | Oct 21, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 41,617 | 3,231 | 0.06% | 0.53% | 89 | -338,106 | -89.04% | Q3 2026 | Oct 13, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 38,160 | 3,194 | 0.75% | 0.75% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 37,916 | 3,174 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Pathstone Holdings, LLC | History | No change | 37,572 | 3,146 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 36,062 | 3,019 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moors & Cabot, Inc. | History | No change | 34,369 | 2,877 | 0.11% | 0.11% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 36,557 | 2,838 | 0.11% | 0.11% | 95 | +445 | 1.23% | Q3 2026 | Oct 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 36,191 | 2,810 | 0.01% | 0.01% | 96 | +1,022 | 2.91% | Q3 2026 | Oct 22, 2026 |
| Polaris Capital Management, LLC | History | No change | 35,239 | 2,736 | 0.29% | 0.28% | 97 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| CITIGROUP INC | History | Reduced | 35,158 | 2,730 | 0.0% | 0.0% | 98 | -15,847 | -31.07% | Q3 2026 | Nov 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 33,831 | 2,609 | 0.0% | 0.0% | 99 | +9,966 | 41.76% | Q3 2026 | Oct 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 33,090 | 2,569 | 0.17% | 0.17% | 100 | +2,553 | 8.36% | Q3 2026 | Oct 22, 2026 |
| RBF Capital, LLC | History | No change | 30,000 | 2,511 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 32,000 | 2,484 | 0.09% | 0.09% | 102 | -2,000 | -5.88% | Q3 2026 | Oct 28, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 28,797 | 2,410 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 28,548 | 2,390 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 28,389 | 2,376 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPINNAKER TRUST | History | No change | 26,835 | 2,246 | 0.11% | 0.11% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | New | 28,279 | 2,195 | 0.04% | — | 107 | +28,279 | New | Q3 2026 | Oct 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 25,879 | 2,166 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 23,637 | 1,978 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 23,341 | 1,954 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 71 West Capital Partners | History | No change | 24,953 | 1,937 | 0.06% | 0.07% | 111 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 24,441 | 1,897 | 0.02% | 0.02% | 112 | -1,003 | -3.94% | Q3 2026 | Nov 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 22,600 | 1,892 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EASTERN BANK | History | Reduced | 23,173 | 1,799 | 0.03% | 0.03% | 114 | -1,752 | -7.03% | Q3 2026 | Oct 05, 2026 |
| Jupiter Topco LLC | History | No change | 21,482 | 1,798 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 23,097 | 1,793 | 0.24% | 0.27% | 116 | -214 | -0.92% | Q3 2026 | Nov 03, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 21,087 | 1,765 | 0.74% | 0.74% | 117 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HighTower Advisors, LLC | History | No change | 20,930 | 1,752 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 20,746 | 1,736 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 19,684 | 1,647 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kelly Financial Services LLC | History | Added to | 20,777 | 1,613 | 0.35% | 0.37% | 121 | +6 | 0.03% | Q3 2026 | Oct 20, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 20,200 | 1,568 | 0.02% | 0.03% | 122 | -1,000 | -4.72% | Q3 2026 | Oct 20, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 20,071 | 1,558 | 0.01% | 0.01% | 123 | -5,158 | -20.44% | Q3 2026 | Nov 05, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | No change | 19,200 | 1,490 | 0.48% | 0.53% | 124 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Squarepoint Ops LLC | History | No change | 17,448 | 1,460 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 17,211 | 1,440 | 0.24% | 0.24% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | No change | 17,152 | 1,435 | 0.19% | 0.19% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | Added to | 18,500 | 1,433 | 1.32% | 0.11% | 128 | +17,000 | 1133.33% | Q3 2026 | Oct 27, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | No change | 17,011 | 1,424 | 0.31% | 0.31% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 16,351 | 1,368 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 16,137 | 1,350 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 15,386 | 1,288 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 15,132 | 1,266 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 16,128 | 1,252 | 0.0% | 0.0% | 134 | +4,209 | 35.31% | Q3 2026 | Nov 05, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 14,384 | 1,204 | 0.06% | 0.06% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 14,251 | 1,193 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aries Wealth Management | History | No change | 14,872 | 1,154 | 0.22% | 0.24% | 137 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 13,525 | 1,133 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 13,429 | 1,124 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 13,104 | 1,097 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 12,952 | 1,084 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 12,651 | 1,059 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 13,611 | 1,056 | 0.01% | 0.01% | 143 | +208 | 1.55% | Q3 2026 | Nov 03, 2026 |
| Dean Capital Management | History | No change | 12,458 | 1,042 | 0.38% | 0.38% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 12,420 | 1,040 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 12,245 | 1,025 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WILLIAM JOHN SEMPOLINSKI | History | Reduced | 12,939 | 1,004 | 0.39% | 0.5% | 147 | -1,750 | -11.91% | Q3 2026 | Oct 20, 2026 |
| New England Research & Management, Inc. | History | No change | 12,730 | 988 | 0.38% | 0.41% | 148 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Cresset Asset Management, LLC | History | No change | 11,722 | 988 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 12,326 | 957 | 0.01% | 0.01% | 150 | -677 | -5.21% | Q3 2026 | Oct 23, 2026 |
| MARSHALL WACE, LLP | History | No change | 11,300 | 946 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 12,068 | 937 | 0.01% | 0.01% | 152 | -941 | -7.23% | Q3 2026 | Oct 22, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 11,095 | 928 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 11,051 | 925 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 10,942 | 922 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 10,858 | 909 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 10,565 | 884 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 11,161 | 866 | 0.0% | 0.0% | 158 | -299 | -2.61% | Q3 2026 | Nov 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 10,288 | 861 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 10,070 | 843 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 10,636 | 825 | 0.01% | 0.01% | 161 | -349 | -3.18% | Q3 2026 | Oct 29, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 10,510 | 816 | 0.01% | 0.01% | 162 | +3,481 | 49.52% | Q3 2026 | Nov 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 9,128 | 764 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 9,824 | 761 | 0.01% | 0.01% | 164 | -7,872 | -44.48% | Q3 2026 | Oct 15, 2026 |
| Atom Investors LP | History | No change | 8,966 | 750 | 0.07% | 0.07% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 8,938 | 748 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,850 | 740 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 8,634 | 722 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alliance Private Wealth, LLC | History | No change | 9,238 | 717 | 0.27% | 0.27% | 169 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Amundi | History | No change | 8,337 | 697 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sachetta, LLC | History | No change | 7,518 | 629 | 0.31% | 0.31% | 171 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 8,100 | 628 | 0.0% | 0.0% | 172 | +3,962 | 95.75% | Q3 2026 | Nov 05, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 7,500 | 627 | 0.22% | 0.22% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 7,433 | 622 | 0.06% | 0.06% | 174 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 7,199 | 602 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 7,649 | 593 | 0.0% | 0.0% | 176 | -592 | -7.18% | Q3 2026 | Nov 03, 2026 |
| Brevan Howard Capital Management LP | History | No change | 7,034 | 588 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,018 | 587 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legato Capital Management LLC | History | No change | 6,497 | 543 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 6,480 | 542 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 6,456 | 540 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,105 | 511 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DRW Securities, LLC | History | No change | 6,095 | 510 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 6,009 | 503 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 6,446 | 500 | 0.01% | 0.01% | 185 | +162 | 2.58% | Q3 2026 | Oct 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,389 | 496 | 0.0% | 0.0% | 186 | +3 | 0.05% | Q3 2026 | Nov 02, 2026 |
| Jain Global LLC | History | No change | 5,931 | 496 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 6,332 | 495 | 0.03% | 0.03% | 188 | +30 | 0.48% | Q3 2026 | Oct 23, 2026 |
| Atria Investments, Inc | History | Reduced | 6,327 | 491 | 0.0% | 0.01% | 189 | -258 | -3.92% | Q3 2026 | Oct 15, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 5,657 | 473 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 5,606 | 469 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 5,958 | 466 | 0.0% | 0.0% | 192 | +15 | 0.25% | Q3 2026 | Oct 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,412 | 453 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 5,769 | 447 | 0.11% | 0.12% | 194 | +35 | 0.61% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | Added to | 5,681 | 441 | 0.0% | 0.0% | 195 | +293 | 5.44% | Q3 2026 | Nov 05, 2026 |
| COMMERCE BANK | History | No change | 5,218 | 436 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 5,038 | 421 | 0.13% | 0.13% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 5,406 | 419 | 0.0% | 0.0% | 198 | -130 | -2.35% | Q3 2026 | Oct 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,607 | 385 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,574 | 382 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,454 | 372 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Reduced | 4,690 | 364 | 0.0% | 0.0% | 202 | -213 | -4.34% | Q3 2026 | Nov 03, 2026 |
| Tidal Investments LLC | History | No change | 4,345 | 363 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 4,480 | 347 | 0.0% | 0.0% | 204 | +276 | 6.57% | Q3 2026 | Nov 02, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,086 | 342 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 4,386 | 340 | 0.08% | 0.09% | 207 | -5 | -0.11% | Q3 2026 | Nov 02, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 4,384 | 340 | 0.03% | 0.04% | 206 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,984 | 333 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 3,965 | 332 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Two Point Capital Management, Inc. | History | Reduced | 4,234 | 328 | 0.15% | 0.17% | 210 | -950 | -18.33% | Q3 2026 | Oct 16, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 4,085 | 317 | 0.06% | 0.1% | 211 | -2,020 | -33.09% | Q3 2026 | Oct 26, 2026 |
| Teza Capital Management LLC | History | Added to | 4,089 | 317 | 0.28% | 0.52% | 212 | +884 | 27.58% | Q3 2026 | Oct 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 3,743 | 313 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,712 | 310 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 3,605 | 301 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Abel Hall, LLC | History | Added to | 3,834 | 297 | 0.05% | 0.05% | 216 | +28 | 0.74% | Q3 2026 | Oct 19, 2026 |
| MQS Management LLC | History | No change | 3,524 | 295 | 0.36% | 0.36% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 3,491 | 292 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 3,364 | 281 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,275 | 274 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 3,238 | 271 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SALZHAUER MICHAEL | History | No change | 3,462 | 268 | 0.11% | 0.1% | 222 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| FIDUCIARY TRUST CO | History | No change | 3,195 | 267 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 3,308 | 256 | 0.01% | 0.01% | 224 | -399 | -10.76% | Q3 2026 | Oct 28, 2026 |
| Bollard Group LLC | History | No change | 3,055 | 256 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,030 | 253 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 3,200 | 248 | 0.0% | 0.01% | 227 | -11,200 | -77.78% | Q3 2026 | Oct 28, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 2,967 | 248 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 3,145 | 244 | 0.0% | 0.0% | 230 | +479 | 17.97% | Q3 2026 | Oct 23, 2026 |
| CIBC Asset Management Inc | History | Reduced | 3,153 | 244 | 0.0% | 0.0% | 229 | -19 | -0.6% | Q3 2026 | Nov 05, 2026 |
| STRS OHIO | History | Added to | 3,100 | 240 | 0.0% | 0.0% | 231 | +900 | 40.91% | Q3 2026 | Oct 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,063 | 237 | 0.0% | 0.0% | 232 | +56 | 1.86% | Q3 2026 | Nov 04, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 3,020 | 234 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Moss Adams Wealth Advisors LLC | History | New | 2,942 | 230 | 0.01% | — | 235 | +2,942 | New | Q3 2026 | Oct 28, 2026 |
| Vident Advisory, LLC | History | No change | 2,750 | 230 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,705 | 226 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 2,878 | 223 | 0.04% | 0.05% | 237 | +133 | 4.85% | Q3 2026 | Oct 20, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | History | No change | 2,750 | 217 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Waverly Advisors, LLC | History | No change | 2,595 | 217 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Napier Financial, LLC | History | No change | 2,567 | 214 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,554 | 213 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impact Capital Partners LLC | History | Added to | 2,737 | 212 | 0.06% | 0.06% | 242 | +136 | 5.23% | Q3 2026 | Oct 22, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,519 | 210 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 2,444 | 204 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DnB Asset Management AS | History | No change | 2,410 | 201 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Trail Advisors, LLC | History | No change | 2,405 | 201 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 2,571 | 199 | 0.0% | — | 247 | +2,571 | New | Q3 2026 | Oct 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,454 | 190 | 0.02% | 0.02% | 248 | +12 | 0.49% | Q3 2026 | Oct 27, 2026 |
| ST GERMAIN D J CO INC | History | No change | 2,239 | 187 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,175 | 185 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 2,048 | 171 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHP Wealth Management | History | No change | 1,944 | 162 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,932 | 161 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 2,000 | 155 | 0.03% | 0.04% | 254 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Freestone Grove Partners LP | History | No change | 1,744 | 146 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | No change | 1,673 | 140 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| KBC Group NV | History | No change | 1,780 | 138 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,655 | 138 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | Added to | 1,270 | 98 | 0.0% | 0.0% | 259 | +168 | 15.25% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 941 | 73 | 0.0% | 0.0% | 260 | -48 | -4.85% | Q3 2026 | Oct 22, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 930 | 72 | 0.0% | 0.0% | 261 | +145 | 18.47% | Q3 2026 | Oct 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 707 | 54 | 0.0% | 0.0% | 262 | +57 | 8.77% | Q3 2026 | Nov 04, 2026 |
| S&T BANK/PA | History | No change | 631 | 52 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 650 | 50 | 0.0% | 0.0% | 264 | +14 | 2.2% | Q3 2026 | Oct 21, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 574 | 48 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 565 | 47 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 536 | 45 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 539 | 44 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 504 | 42 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | No change | 483 | 37 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Optiver Holding B.V. | History | No change | 437 | 36 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Canton Hathaway, LLC | History | No change | 424 | 32 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 410 | 31 | 0.0% | 0.0% | 273 | +9 | 2.24% | Q3 2026 | Oct 01, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 370 | 28 | 0.0% | — | 274 | +370 | New | Q3 2026 | Oct 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 354 | 27 | 0.0% | 0.0% | 277 | -25 | -6.6% | Q3 2026 | Oct 09, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 334 | 27 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 358 | 27 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Piscataqua Savings Bank | History | No change | 342 | 26 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 302 | 25 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 306 | 25 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 298 | 23 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Root Financial Partners, LLC | History | New | 296 | 22 | 0.0% | — | 282 | +296 | New | Q3 2026 | Oct 21, 2026 |
| Bare Financial Services, Inc | History | Added to | 258 | 20 | 0.0% | 0.0% | 283 | +16 | 6.61% | Q3 2026 | Nov 04, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 249 | 20 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | Reduced | 240 | 18 | 0.0% | 0.0% | 285 | -265 | -52.48% | Q3 2026 | Oct 26, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 224 | 17 | 0.0% | 0.0% | 286 | -2 | -0.88% | Q3 2026 | Oct 26, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 200 | 16 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 201 | 15 | 0.0% | 0.0% | 288 | +45 | 28.85% | Q3 2026 | Oct 14, 2026 |
| HighMark Wealth Management LLC | History | No change | 188 | 15 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 191 | 14 | 0.0% | 0.0% | 291 | -1,367 | -87.74% | Q3 2026 | Oct 08, 2026 |
| Covestor Ltd | History | Reduced | 186 | 14 | 0.01% | 0.01% | 290 | -67 | -26.48% | Q3 2026 | Oct 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 159 | 13 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 161 | 12 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 143 | 11 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| True Wealth Design, LLC | History | No change | 146 | 11 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Ares Financial Consulting, LLC | History | No change | 147 | 11 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Larson Financial Group LLC | History | Reduced | 138 | 10 | 0.0% | 0.0% | 298 | -17 | -10.97% | Q3 2026 | Nov 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 131 | 10 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 128 | 10 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WPG Advisers, LLC | History | No change | 119 | 9 | 0.0% | 0.01% | 300 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |