INDEPENDENCE REALTY TRUST, INC. - IRT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 36,067,985 | 601,974 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 21,795,546 | 363,767 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 12,982,771 | 218,948 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 10,613,114 | 177,132 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 7,872,378 | 131,389 | 0.14% | 0.14% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 7,935,090 | 118,153 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 6,986,759 | 116,626 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 6,465,200 | 107,905 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 5,565,806 | 92,893 | 0.14% | 0.14% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 5,510,135 | 91,964 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 5,395,424 | 90,049 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Long Pond Capital, LP | History | No change | 5,127,246 | 85,573 | 8.23% | 8.23% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 4,396,652 | 73,380 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 4,134,326 | 69,001 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,508,195 | 58,551 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 3,252,961 | 54,293 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,679,582 | 44,722 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,563,019 | 43,217 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Woodline Partners LP | History | No change | 2,488,272 | 41,529 | 0.13% | 0.13% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | No change | 2,376,740 | 39,667 | 0.37% | 0.37% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | No change | 2,350,383 | 39,227 | 0.33% | 0.33% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Holocene Advisors, LP | History | No change | 2,316,877 | 38,668 | 0.09% | 0.09% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RUSH ISLAND MANAGEMENT, LP | History | No change | 2,316,753 | 38,666 | 2.56% | 2.56% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRS Advisors, LLC | History | No change | 2,261,567 | 37,745 | 3.19% | 3.19% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 2,207,005 | 36,834 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,141,229 | 35,737 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 2,107,570 | 35,175 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,969,321 | 32,867 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Argosy-Lionbridge Management, LLC | History | No change | 1,820,965 | 30,391 | 19.1% | 19.1% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,794,266 | 29,946 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| River Road Asset Management, LLC | History | No change | 1,751,510 | 29,232 | 0.33% | 0.33% | 31 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,588,902 | 26,519 | 0.21% | 0.21% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,566,962 | 26,152 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 1,433,210 | 23,920 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hudson Bay Capital Management LP | History | No change | 1,349,560 | 22,524 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 1,333,729 | 22,259 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 1,289,800 | 21,526 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | No change | 1,257,191 | 20,982 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,247,662 | 20,823 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 1,204,515 | 20,103 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 1,198,010 | 19,994 | 0.09% | 0.09% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 1,196,792 | 19,975 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 1,216,370 | 17,673 | 0.11% | 0.1% | 43 | +214,192 | 21.37% | Q3 2026 | Oct 06, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 1,024,729 | 17,102 | 0.47% | 0.47% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 981,897 | 16,387 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 979,065 | 16,340 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 884,176 | 14,756 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 839,128 | 14,005 | 0.18% | 0.18% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 834,815 | 13,933 | 0.06% | 0.06% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Daiwa Securities Group Inc. | History | No change | 796,604 | 13,295 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | No change | 791,922 | 13,217 | 0.18% | 0.18% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 774,065 | 12,919 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 754,681 | 12,615 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 730,059 | 12,170 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 645,140 | 10,767 | 0.18% | 0.18% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 627,166 | 10,467 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| APG Asset Management US Inc. | History | No change | 598,765 | 10,274 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 603,622 | 10,074 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 590,085 | 9,848 | 0.13% | 0.13% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 536,720 | 8,957 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 525,864 | 8,771 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | No change | 487,559 | 8,137 | 0.41% | 0.41% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 473,200 | 7,897 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 431,873 | 7,210 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sophron Capital Management L.P. | History | No change | 427,943 | 7,142 | 2.21% | 2.21% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 425,898 | 7,108 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Verition Fund Management LLC | History | No change | 418,554 | 6,985 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 418,194 | 6,979 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 395,190 | 6,595 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 379,900 | 6,340 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 373,728 | 6,237 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 359,073 | 5,992 | 0.13% | 0.13% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 358,681 | 5,986 | 0.19% | 0.19% | 73 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 354,622 | 5,918 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 351,947 | 5,873 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 339,726 | 5,670 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LPL Financial LLC | History | No change | 334,131 | 5,576 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 329,182 | 5,494 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management One Co., Ltd. | History | No change | 326,982 | 5,457 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 320,290 | 5,345 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 316,971 | 5,290 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SEI INVESTMENTS CO | History | No change | 306,491 | 5,115 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 305,536 | 5,100 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 290,898 | 4,856 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 288,589 | 4,817 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 270,877 | 4,520 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 270,504 | 4,514 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Phocas Financial Corp. | History | No change | 268,847 | 4,487 | 0.62% | 0.62% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pathstone Holdings, LLC | History | No change | 268,335 | 4,478 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 251,669 | 4,200 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 248,035 | 4,139 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lightrock Netherlands B.V. | History | No change | 247,706 | 4,134 | 0.82% | 0.82% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Retirement Systems of Alabama | History | No change | 243,344 | 4,061 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 231,235 | 3,859 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cetera Investment Advisers | History | No change | 230,864 | 3,853 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | No change | 224,045 | 3,739 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 218,592 | 3,648 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 215,776 | 3,601 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 213,872 | 3,569 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 211,042 | 3,522 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Grove Bank & Trust | History | No change | 236,740 | 3,439 | 0.34% | 0.39% | 101 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Qube Research & Technologies Ltd | History | No change | 205,234 | 3,425 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 203,517 | 3,396 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 196,180 | 3,274 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 191,894 | 3,202 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 182,302 | 3,042 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 172,574 | 2,880 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hilton Capital Management, LLC | History | No change | 165,860 | 2,768 | 0.19% | 0.19% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STRS OHIO | History | No change | 164,100 | 2,738 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 158,796 | 2,650 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 154,072 | 2,569 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quantinno Capital Management LP | History | No change | 142,284 | 2,374 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Berger Financial Group, Inc | History | No change | 138,840 | 2,317 | 0.12% | 0.12% | 113 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Amundi | History | No change | 136,614 | 2,280 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 135,368 | 2,259 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 129,331 | 2,158 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 123,465 | 2,060 | 0.07% | 0.07% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 119,696 | 1,997 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 118,399 | 1,976 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 117,383 | 1,959 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 114,434 | 1,909 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SummitTX Capital, L.P. | History | No change | 113,506 | 1,894 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 110,903 | 1,851 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 110,921 | 1,851 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 108,346 | 1,808 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 106,831 | 1,783 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACQUARIE GROUP LTD | History | No change | 106,471 | 1,777 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 103,303 | 1,733 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jupiter Topco LLC | History | No change | 103,797 | 1,733 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 103,146 | 1,721 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMALGAMATED BANK | History | No change | 100,020 | 1,669 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Taylor Frigon Capital Management LLC | History | No change | 96,631 | 1,612 | 0.75% | 0.75% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Handelsbanken Fonder AB | History | No change | 96,061 | 1,603 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Aberdeen Group plc | History | No change | 95,044 | 1,586 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 91,530 | 1,527 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 90,813 | 1,515 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Slocum, Gordon & Co LLP | History | No change | 89,101 | 1,487 | 0.99% | 0.99% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bell Bank | History | No change | 88,006 | 1,468 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 85,027 | 1,419 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 82,474 | 1,376 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 82,186 | 1,371 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTATE CORP | History | No change | 80,563 | 1,344 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 77,490 | 1,293 | 0.13% | 0.13% | 143 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AEW CAPITAL MANAGEMENT L P | History | No change | 76,840 | 1,282 | 0.08% | 0.08% | 144 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 76,022 | 1,269 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 71,102 | 1,186 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 70,822 | 1,182 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 70,839 | 1,182 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Louisiana State Employees Retirement System | History | No change | 68,800 | 1,148 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BARCLAYS PLC | History | No change | 68,403 | 1,141 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 66,763 | 1,114 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 65,554 | 1,094 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | No change | 65,022 | 1,085 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 65,042 | 1,085 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 64,899 | 1,083 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 64,442 | 1,075 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RM Financial Services, LLC | History | No change | 64,225 | 1,071 | 0.8% | 0.8% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Metis Global Partners, LLC | History | No change | 61,363 | 1,024 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 58,360 | 974 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prosperitas Financial LLC | History | No change | 58,055 | 968 | 0.31% | 0.31% | 160 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 56,782 | 947 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 54,443 | 934 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 55,000 | 917 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atria Investments, Inc | History | No change | 54,473 | 909 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 52,600 | 885 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 52,925 | 883 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 51,295 | 856 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 50,922 | 849 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 50,900 | 849 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 50,594 | 844 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B&I Capital AG | History | No change | 49,680 | 829 | 1.83% | 1.83% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 49,523 | 826 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 48,929 | 816 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 48,663 | 812 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Brevan Howard Capital Management LP | History | No change | 48,539 | 810 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 47,801 | 797 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 53,729 | 793 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestcor Inc | History | No change | 47,080 | 786 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 45,700 | 763 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 45,082 | 752 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 44,830 | 748 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 44,372 | 740 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 44,272 | 738 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 44,252 | 738 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 44,015 | 734 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 43,806 | 731 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 49,824 | 729 | 0.0% | 0.0% | 187 | +12,236 | 32.55% | Q3 2026 | Oct 13, 2026 |
| HighTower Advisors, LLC | History | No change | 41,144 | 686 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ProShare Advisors LLC | History | No change | 40,729 | 679 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Inspire Investing, LLC | History | No change | 40,611 | 677 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 39,899 | 665 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 38,347 | 646 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Financial Network, Inc. | History | No change | 38,476 | 642 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFM Investors Pty Ltd | History | No change | 38,450 | 641 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pictet Asset Management Holding SA | History | No change | 38,332 | 639 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 37,582 | 627 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 37,285 | 622 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 37,118 | 619 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | No change | 35,273 | 588 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 33,918 | 566 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 32,879 | 548 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 37,377 | 543 | 0.01% | 0.01% | 202 | -4,512 | -10.77% | Q3 2026 | Oct 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 32,489 | 542 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 32,273 | 539 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SG Americas Securities, LLC | History | No change | 32,234 | 538 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Southland Equity Partners LLC | History | No change | 31,281 | 522 | 0.09% | 0.09% | 206 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 30,347 | 506 | 0.12% | 0.12% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Wealth Services, LLC | History | No change | 30,166 | 503 | 0.09% | 0.09% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 30,083 | 502 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pensionfund PDN | History | Reduced | 34,500 | 501 | 0.29% | 0.38% | 210 | -10,000 | -22.47% | Q3 2026 | Oct 05, 2026 |
| Penserra Capital Management LLC | History | No change | 29,872 | 498 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 29,406 | 496 | 0.11% | 0.11% | 212 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vident Advisory, LLC | History | No change | 29,670 | 495 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 28,767 | 480 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 28,814 | 480 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaCore Capital LLC | History | No change | 28,266 | 471 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UniSuper Management Pty Ltd | History | No change | 28,200 | 470 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARD ASSOCIATES INC | History | No change | 27,100 | 457 | 0.1% | 0.1% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 27,436 | 457 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 27,103 | 452 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 27,050 | 451 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pointe Capital Management LLC | History | No change | 26,965 | 450 | 0.2% | 0.2% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | History | No change | 26,623 | 444 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 25,848 | 431 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 26,222 | 428 | 0.14% | 0.14% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 25,587 | 427 | 0.13% | 0.13% | 226 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mutual Advisors, LLC | History | No change | 25,168 | 420 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 24,862 | 415 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 24,288 | 405 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hazelview Securities Inc. | History | No change | 23,090 | 400 | 0.06% | 0.06% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aurora Investment Managers, LLC. | History | No change | 23,941 | 400 | 0.24% | 0.24% | 231 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ROYAL BANK OF CANADA | History | No change | 23,982 | 399 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 23,776 | 396 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 23,740 | 396 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 22,448 | 374 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | No change | 21,874 | 365 | 0.11% | 0.11% | 236 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COMMERCE BANK | History | No change | 21,537 | 359 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trivium Point Advisory, LLC | History | No change | 21,234 | 354 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 20,764 | 351 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 20,946 | 349 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Baird Financial Group, Inc. | History | No change | 20,631 | 344 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 20,329 | 339 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFG Investments, LLC | History | No change | 20,157 | 336 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pensionfund Sabic | History | No change | 23,000 | 334 | 0.4% | 0.41% | 244 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Corient Private Wealth LP | History | No change | 19,805 | 332 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Empowered Funds, LLC | History | No change | 19,433 | 324 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seven Hills Financial, LLC | History | New | 22,270 | 323 | 0.19% | — | 248 | +22,270 | New | Q3 2026 | Oct 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 19,379 | 323 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FULTON BANK, N.A. | History | No change | 19,248 | 321 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIDUCIARY TRUST CO | History | No change | 19,062 | 318 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Venture Visionary Partners LLC | History | No change | 21,191 | 307 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| FEDERATED HERMES, INC. | History | No change | 18,178 | 303 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 18,197 | 303 | 0.04% | 0.04% | 253 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 20,546 | 298 | 0.01% | — | 254 | +20,546 | New | Q3 2026 | Oct 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 17,825 | 297 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 17,400 | 290 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keel Point, LLC | History | No change | 17,316 | 289 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 17,351 | 288 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CFO4Life Group, LLC | History | No change | 16,353 | 272 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 16,290 | 271 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanderbilt University | History | No change | 16,186 | 270 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 15,913 | 265 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 15,801 | 263 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HB Wealth Management, LLC | History | No change | 15,761 | 263 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 15,600 | 260 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Ascent Group, LLC | History | No change | 15,473 | 258 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Verdence Capital Advisors LLC | History | No change | 15,187 | 253 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 14,910 | 251 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AE Wealth Management LLC | History | No change | 14,770 | 246 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 14,581 | 243 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 14,500 | 242 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 14,080 | 234 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Csenge Advisory Group | History | No change | 13,572 | 226 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Belpointe Asset Management LLC | History | No change | 13,450 | 224 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CenterBook Partners LP | History | No change | 13,436 | 224 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perigon Wealth Management, LLC | History | No change | 13,021 | 217 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 12,875 | 217 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 12,977 | 216 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | No change | 12,790 | 213 | 0.16% | 0.16% | 279 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atom Investors LP | History | No change | 12,711 | 212 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 12,613 | 211 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 12,639 | 210 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 12,508 | 209 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bleakley Financial Group, LLC | History | No change | 12,379 | 206 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 12,319 | 205 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 12,196 | 203 | 0.05% | 0.05% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 12,476 | 196 | 0.07% | 0.07% | 287 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Diversify Advisory Services, LLC | History | No change | 11,985 | 196 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 11,985 | 196 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 11,531 | 192 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 11,323 | 188 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 11,282 | 188 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Concorde Asset Management, LLC | History | No change | 11,056 | 186 | 0.11% | 0.11% | 293 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SFMG, LLC | History | No change | 11,126 | 185 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 11,062 | 184 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DnB Asset Management AS | History | No change | 10,819 | 180 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CPC Advisors, LLC | History | No change | 10,778 | 179 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 10,695 | 178 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisors, LLC | History | No change | 10,608 | 177 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 10,677 | 177 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 10,573 | 176 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Saiph Capital, LLC | History | No change | 10,369 | 173 | 0.05% | 0.05% | 302 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 10,243 | 170 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Norinchukin Bank, The | History | No change | 10,178 | 169 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Storgate, LLC | History | No change | 10,168 | 169 | 0.04% | 0.04% | 305 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westshore Wealth, LLC | History | No change | 10,000 | 166 | 0.05% | 0.05% | 306 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 9,242 | 154 | 0.03% | 0.03% | 307 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 10,225 | 148 | 0.03% | 0.04% | 308 | -183 | -1.76% | Q3 2026 | Oct 08, 2026 |
| Freestone Grove Partners LP | History | No change | 8,749 | 146 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | No change | 8,393 | 140 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 8,397 | 140 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 7,774 | 129 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 7,583 | 126 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIL Ltd | History | No change | 6,960 | 116 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 6,911 | 115 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 6,160 | 102 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 5,778 | 96 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,503 | 91 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Basepoint Wealth LLC | History | No change | 5,105 | 85 | 0.05% | 0.05% | 319 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | No change | 4,841 | 80 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,594 | 78 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parallel Advisors, LLC | History | No change | 4,338 | 72 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Trust, LLC | History | No change | 4,359 | 72 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nykredit A/S | History | No change | 4,331 | 72 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 3,996 | 66 | 0.03% | 0.03% | 325 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 3,872 | 64 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Caldwell Trust Co | History | No change | 3,452 | 57 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UMB Bank, n.a. | History | No change | 3,321 | 55 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,768 | 54 | 0.0% | 0.01% | 329 | +115 | 3.15% | Q3 2026 | Oct 01, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | No change | 3,140 | 52 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,903 | 48 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,783 | 46 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,741 | 45 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,093 | 44 | 0.0% | 0.0% | 335 | -1,329 | -30.05% | Q3 2026 | Oct 08, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 2,685 | 44 | 0.02% | 0.02% | 334 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Colonial Trust Co / SC | History | No change | 2,620 | 43 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nemes Rush Group LLC | History | No change | 2,550 | 42 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Investment Partners LLC | History | No change | 2,300 | 38 | 0.03% | 0.03% | 338 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,260 | 37 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 2,000 | 33 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| North Star Investment Management Corp. | History | No change | 2,000 | 33 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HM PAYSON & CO | History | No change | 1,810 | 30 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BESSEMER GROUP INC | History | No change | 1,770 | 29 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | No change | 1,745 | 29 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 1,738 | 29 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 1,810 | 26 | 0.0% | — | 346 | +1,810 | New | Q3 2026 | Oct 13, 2026 |
| Essential Partners LLC | History | No change | 1,544 | 25 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 1,440 | 24 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,693 | 24 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,649 | 23 | 0.0% | 0.0% | 350 | +86 | 5.5% | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,309 | 21 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,295 | 21 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,356 | 19 | 0.0% | 0.0% | 353 | +32 | 2.42% | Q3 2026 | Oct 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,119 | 18 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 1,120 | 18 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,134 | 18 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Optiver Holding B.V. | History | No change | 1,133 | 18 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,053 | 17 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 971 | 16 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 942 | 15 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fulcrum Asset Management LLP | History | No change | 946 | 15 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CoreCap Advisors, LLC | History | Added to | 925 | 13 | 0.0% | 0.0% | 362 | +10 | 1.09% | Q3 2026 | Oct 08, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 825 | 13 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AdvisorNet Financial, Inc | History | No change | 758 | 12 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 625 | 10 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Copia Wealth Management | History | No change | 520 | 8 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 505 | 8 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sachetta, LLC | History | No change | 415 | 7 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Gen-Wealth Partners Inc | History | No change | 472 | 7 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Navigoe, LLC | History | No change | 422 | 7 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clearstead Advisors, LLC | History | No change | 289 | 4 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 293 | 4 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| High Note Wealth, LLC | History | No change | 259 | 4 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Covestor Ltd | History | No change | 259 | 4 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quent Capital, LLC | History | No change | 265 | 4 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quarry LP | History | No change | 248 | 4 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | No change | 236 | 3 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 203 | 3 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JPL Wealth Management, LLC | History | No change | 226 | 3 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 144 | 2 | 0.0% | 0.0% | 380 | -250 | -63.45% | Q3 2026 | Oct 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 123 | 2 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 114 | 1 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 86 | 1 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 82 | 1 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 60 | 1 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bare Financial Services, Inc | History | No change | 64 | 1 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -425 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Silicon Valley Capital Partners | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SHP Wealth Management | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortis Group Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spire Wealth Management | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Activest Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rialto Wealth Management, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kilter Group LLC | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |