InvenTrust Properties Corp. - IVT
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 | 15,348,026 | 543,320 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 7,887,958 | 279,233 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 7,264,122 | 219,012 | 0.11% | 0.13% | 3 | -149,103 | -2.01% | Q3 2026 | Nov 02, 2026 |
| STATE STREET CORP | History | No change | 3,913,223 | 139,487 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,452,072 | 122,203 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,110,669 | 110,117 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,196,917 | 77,785 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 1,956,436 | 69,257 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,471,416 | 52,088 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,328,433 | 47,026 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,029,772 | 36,453 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,138,837 | 34,336 | 0.01% | 0.01% | 12 | +9,774 | 0.87% | Q3 2026 | Nov 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 809,303 | 28,649 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 719,505 | 25,470 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | No change | 687,891 | 24,351 | 0.34% | 0.34% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 649,319 | 23,664 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 655,096 | 23,583 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 647,037 | 22,905 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | No change | 534,988 | 18,938 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Legal & General Group Plc | History | No change | 519,034 | 18,373 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 517,042 | 18,303 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 488,615 | 17,296 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 471,366 | 16,686 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 552,026 | 16,643 | 0.0% | 0.0% | 24 | +5,303 | 0.97% | Q3 2026 | Nov 05, 2026 |
| MORGAN STANLEY | History | No change | 433,125 | 15,332 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 402,377 | 14,244 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Adelante Capital Management LLC | History | No change | 378,545 | 13,400 | 0.88% | 0.88% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 405,112 | 12,887 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 327,619 | 11,597 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SG Americas Securities, LLC | History | No change | 309,620 | 10,961 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 288,139 | 10,200 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Vision Capital Corp | History | No change | 285,583 | 10,109 | 3.27% | 3.27% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 267,722 | 9,477 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 240,839 | 8,525 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 236,044 | 8,355 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 274,294 | 8,328 | 0.26% | 0.49% | 36 | -159,109 | -36.71% | Q3 2026 | Oct 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 228,199 | 8,078 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Invesco Ltd. | History | No change | 222,545 | 7,878 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 199,337 | 7,056 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 182,969 | 6,490 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSI Capital Advisors LLC | History | No change | 168,160 | 5,952 | 2.81% | 2.81% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 165,559 | 5,860 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 165,352 | 5,853 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Swiss National Bank | History | No change | 155,900 | 5,518 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 153,906 | 5,448 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 148,699 | 5,263 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 160,998 | 4,854 | 0.01% | 0.01% | 47 | +4,251 | 2.71% | Q3 2026 | Oct 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 132,800 | 4,701 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 129,490 | 4,583 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 117,401 | 4,155 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 116,605 | 4,128 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 112,111 | 3,968 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 110,474 | 3,910 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 107,604 | 3,809 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 106,873 | 3,784 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 102,986 | 3,643 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 120,625 | 3,637 | 0.01% | 0.01% | 57 | -26,056 | -17.76% | Q3 2026 | Nov 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 100,391 | 3,553 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 113,175 | 3,412 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 90,649 | 3,208 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BARCLAYS PLC | History | No change | 89,881 | 3,181 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 89,020 | 3,151 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 83,179 | 2,944 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 81,695 | 2,892 | 0.07% | 0.07% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 94,531 | 2,879 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 78,250 | 2,770 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 77,280 | 2,736 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenland Capital Management LP | History | No change | 75,000 | 2,655 | 0.33% | 0.33% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 72,512 | 2,566 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 69,970 | 2,476 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FJ Capital Management LLC | History | No change | 66,542 | 2,355 | 0.31% | 0.31% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 76,526 | 2,307 | 0.01% | 0.0% | 72 | +76,226 | 25408.67% | Q3 2026 | Oct 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 64,996 | 2,300 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 76,223 | 2,298 | 0.0% | 0.0% | 74 | -5,765 | -7.03% | Q3 2026 | Oct 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 76,154 | 2,296 | 0.01% | 0.01% | 75 | -108 | -0.14% | Q3 2026 | Nov 03, 2026 |
| Corient Private Wealth LP | History | No change | 64,552 | 2,285 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 73,769 | 2,224 | 0.0% | 0.0% | 77 | -10,379 | -12.33% | Q3 2026 | Nov 02, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 71,006 | 2,140 | 0.0% | 0.0% | 78 | +3,435 | 5.08% | Q3 2026 | Nov 04, 2026 |
| Quantbot Technologies LP | History | No change | 60,270 | 2,133 | 0.08% | 0.08% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 56,942 | 2,015 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 65,045 | 1,961 | 0.13% | 0.14% | 81 | +7,311 | 12.66% | Q3 2026 | Oct 22, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 54,922 | 1,944 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 54,355 | 1,924 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 60,659 | 1,828 | 0.01% | 0.01% | 84 | +2,124 | 3.63% | Q3 2026 | Nov 05, 2026 |
| XTX Topco Ltd | History | No change | 50,580 | 1,790 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 59,234 | 1,786 | 0.0% | 0.0% | 86 | -1,226 | -2.03% | Q3 2026 | Nov 02, 2026 |
| MACQUARIE GROUP LTD | History | No change | 50,110 | 1,773 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 49,583 | 1,755 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 49,058 | 1,736 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 48,590 | 1,720 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 55,086 | 1,658 | 0.02% | 0.02% | 91 | -13,722 | -19.94% | Q3 2026 | Oct 15, 2026 |
| Amundi | History | No change | 45,954 | 1,626 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 40,177 | 1,422 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B&I Capital AG | History | No change | 39,800 | 1,408 | 3.11% | 3.11% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 38,319 | 1,356 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 37,755 | 1,336 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Reduced | 43,028 | 1,297 | 0.0% | 0.0% | 97 | -2,875 | -6.26% | Q3 2026 | Nov 02, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 36,536 | 1,293 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 35,356 | 1,260 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 34,319 | 1,241 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | Reduced | 41,079 | 1,238 | 0.0% | 0.0% | 101 | -24,187 | -37.06% | Q3 2026 | Nov 04, 2026 |
| Illinois Municipal Retirement Fund | History | New | 40,056 | 1,207 | 0.01% | — | 102 | +40,056 | New | Q3 2026 | Nov 05, 2026 |
| Jupiter Topco LLC | History | No change | 33,872 | 1,199 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moran Wealth Management, LLC | History | Added to | 37,169 | 1,120 | 0.03% | 0.03% | 104 | +927 | 2.56% | Q3 2026 | Oct 22, 2026 |
| Verition Fund Management LLC | History | No change | 30,569 | 1,082 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 30,200 | 1,069 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SummitTX Capital, L.P. | History | No change | 29,859 | 1,057 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 29,368 | 1,039 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 29,331 | 1,038 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 33,200 | 1,000 | 0.02% | 0.02% | 110 | -1,000 | -2.92% | Q3 2026 | Oct 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 33,563 | 993 | 0.0% | 0.0% | 111 | +799 | 2.44% | Q3 2026 | Oct 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 27,874 | 986 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Erste Asset Management GmbH | History | No change | 27,200 | 986 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 31,396 | 946 | 0.01% | 0.01% | 114 | -3,562 | -10.19% | Q3 2026 | Oct 20, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 26,500 | 938 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 30,839 | 929 | 0.02% | 0.02% | 116 | -1,449 | -4.49% | Q3 2026 | Oct 22, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 30,306 | 913 | 0.0% | 0.0% | 117 | +351 | 1.17% | Q3 2026 | Oct 29, 2026 |
| JANE STREET GROUP, LLC | History | No change | 25,817 | 913 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 28,709 | 872 | 0.0% | 0.0% | 119 | +1,928 | 7.2% | Q3 2026 | Nov 02, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 23,401 | 828 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 22,958 | 812 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 22,055 | 780 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 25,104 | 756 | 0.04% | 0.05% | 123 | +87 | 0.35% | Q3 2026 | Oct 29, 2026 |
| HighTower Advisors, LLC | History | No change | 20,295 | 718 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 19,420 | 687 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 19,000 | 673 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Added to | 21,948 | 661 | 0.0% | 0.0% | 127 | +508 | 2.37% | Q3 2026 | Nov 03, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 18,565 | 657 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STRS OHIO | History | Reduced | 21,700 | 654 | 0.0% | 0.01% | 129 | -41,200 | -65.5% | Q3 2026 | Oct 30, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 21,680 | 653 | 0.0% | 0.0% | 130 | +5,315 | 32.48% | Q3 2026 | Oct 20, 2026 |
| Groupe la Francaise | History | No change | 18,419 | 652 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 17,661 | 625 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisor OS, LLC | History | Reduced | 20,688 | 623 | 0.04% | 0.06% | 133 | -5,536 | -21.11% | Q3 2026 | Nov 03, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 17,300 | 616 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 20,250 | 611 | 0.0% | 0.01% | 135 | -723 | -3.45% | Q3 2026 | Oct 23, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 19,467 | 594 | 0.0% | 0.0% | 136 | +3,157 | 19.36% | Q3 2026 | Oct 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 19,680 | 593 | 0.01% | 0.01% | 137 | -1,112 | -5.35% | Q3 2026 | Oct 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 15,935 | 564 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestcor Inc | History | No change | 15,283 | 541 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 17,585 | 530 | 0.01% | 0.01% | 140 | +6,274 | 55.47% | Q3 2026 | Nov 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 17,573 | 529 | 0.0% | 0.0% | 141 | -859 | -4.66% | Q3 2026 | Nov 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 17,500 | 527 | 0.01% | 0.01% | 142 | -200 | -1.13% | Q3 2026 | Oct 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 14,823 | 524 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 13,884 | 491 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 13,730 | 486 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 13,697 | 485 | 0.11% | 0.11% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 13,712 | 485 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INCEPTIONR LLC | History | No change | 13,717 | 485 | 0.12% | 0.12% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Significant Wealth Partners LLC | History | No change | 13,582 | 480 | 0.52% | 0.52% | 149 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 13,446 | 475 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| IFM Investors Pty Ltd | History | Added to | 15,720 | 473 | 0.0% | 0.0% | 151 | +2,992 | 23.51% | Q3 2026 | Oct 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 13,197 | 467 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SUN LIFE FINANCIAL INC | History | No change | 13,122 | 465 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VARCOV Co. | History | No change | 12,951 | 458 | 0.17% | 0.17% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 12,818 | 453 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 14,865 | 448 | 0.0% | 0.01% | 156 | -7,901 | -34.71% | Q3 2026 | Nov 02, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 12,528 | 443 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gross & Hartman Investments LLC | History | No change | 12,530 | 443 | 0.2% | 0.2% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Safe Harbor Family Capital, LLC | History | No change | 12,530 | 443 | 0.3% | 0.3% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 12,208 | 432 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Achmea Investment Management B.V. | History | New | 14,039 | 423 | 0.0% | — | 161 | +14,039 | New | Q3 2026 | Oct 30, 2026 |
| CHOREO, LLC | History | Added to | 13,865 | 418 | 0.0% | 0.01% | 162 | +391 | 2.9% | Q3 2026 | Oct 28, 2026 |
| Waverly Advisors, LLC | History | No change | 11,582 | 410 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 11,344 | 401 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | No change | 11,202 | 396 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 11,169 | 395 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,754 | 380 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 10,716 | 379 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 10,588 | 374 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 12,366 | 372 | 0.0% | 0.0% | 170 | -6 | -0.05% | Q3 2026 | Nov 03, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 10,417 | 368 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 10,352 | 366 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 11,639 | 350 | 0.01% | 0.01% | 173 | -327 | -2.73% | Q3 2026 | Nov 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 11,177 | 346 | 0.0% | 0.01% | 174 | -165 | -1.45% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 9,368 | 331 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 10,945 | 330 | 0.0% | 0.0% | 176 | +4,939 | 82.23% | Q3 2026 | Oct 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 9,314 | 329 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 10,862 | 327 | 0.0% | 0.0% | 178 | -435 | -3.85% | Q3 2026 | Oct 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 10,748 | 324 | 0.01% | 0.01% | 179 | -5,784 | -34.99% | Q3 2026 | Oct 13, 2026 |
| ALLSTATE CORP | History | No change | 9,074 | 321 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 9,069 | 321 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Virtu Financial LLC | History | No change | 8,973 | 318 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Intrua Financial, LLC | History | Added to | 10,426 | 314 | 0.03% | 0.03% | 183 | +2 | 0.02% | Q3 2026 | Oct 28, 2026 |
| Harvest Investment Services, LLC | History | No change | 8,820 | 312 | 0.05% | 0.05% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 10,271 | 309 | 0.0% | 0.01% | 185 | +303 | 3.04% | Q3 2026 | Oct 22, 2026 |
| HighPoint Advisor Group LLC | History | No change | 8,596 | 304 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| True North Advisors, LLC | History | Added to | 9,878 | 299 | 0.02% | 0.02% | 187 | +3,949 | 66.6% | Q3 2026 | Oct 22, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Added to | 9,660 | 291 | 0.05% | 0.05% | 188 | +1,440 | 17.52% | Q3 2026 | Oct 13, 2026 |
| Madden Advisory Services, Inc. | History | No change | 8,173 | 289 | 0.1% | 0.1% | 189 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| M&T BANK CORP | History | No change | 7,996 | 282 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UniSuper Management Pty Ltd | History | No change | 9,300 | 280 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 9,227 | 278 | 0.0% | 0.0% | 192 | -1,753 | -15.97% | Q3 2026 | Oct 26, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 7,757 | 274 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Certified Advisory Corp | History | Added to | 9,004 | 271 | 0.02% | 0.03% | 194 | +7 | 0.08% | Q3 2026 | Oct 29, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 8,898 | 268 | 0.0% | 0.0% | 195 | -28 | -0.31% | Q3 2026 | Oct 23, 2026 |
| SkyOak Wealth, LLC | History | No change | 8,885 | 267 | 0.04% | 0.05% | 196 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 7,201 | 254 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Reduced | 8,360 | 252 | 0.0% | 0.0% | 198 | -209 | -2.44% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,178 | 246 | 0.0% | 0.0% | 199 | -84 | -1.02% | Q3 2026 | Oct 08, 2026 |
| ASSETMARK, INC | History | Added to | 8,159 | 245 | 0.0% | 0.0% | 200 | +2,141 | 35.58% | Q3 2026 | Oct 21, 2026 |
| Savant Capital, LLC | History | No change | 6,691 | 235 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,772 | 234 | 0.0% | 0.0% | 202 | -1,873 | -19.42% | Q3 2026 | Oct 30, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 6,627 | 234 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 7,758 | 233 | 0.0% | 0.01% | 204 | -950 | -10.91% | Q3 2026 | Oct 13, 2026 |
| Dakota Wealth Management | History | No change | 6,518 | 230 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Longboard Asset Management, LP | History | No change | 7,572 | 228 | 6.13% | 4.49% | 206 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Brookstone Capital Management | History | Reduced | 7,450 | 224 | 0.0% | 0.0% | 208 | -245 | -3.18% | Q3 2026 | Oct 22, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 6,346 | 224 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,160 | 218 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 6,161 | 218 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 6,065 | 214 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,024 | 213 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,679 | 202 | 0.01% | 0.02% | 213 | -1,094 | -14.07% | Q3 2026 | Nov 02, 2026 |
| Diversified Enterprises, LLC | History | Added to | 6,690 | 201 | 0.01% | 0.01% | 214 | +12 | 0.18% | Q3 2026 | Oct 19, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 6,647 | 200 | 0.06% | 0.09% | 215 | -131 | -1.93% | Q3 2026 | Oct 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,578 | 197 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 5,150 | 182 | 0.02% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Arax Advisory Partners | History | No change | 4,662 | 165 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 4,631 | 164 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 4,456 | 157 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 5,201 | 156 | 0.07% | 0.08% | 221 | -306 | -5.56% | Q3 2026 | Oct 30, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 4,268 | 151 | 0.07% | 0.07% | 222 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | No change | 4,587 | 138 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,639 | 128 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 3,275 | 118 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 3,059 | 108 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independence Bank of Kentucky | History | New | 3,508 | 105 | 0.01% | — | 227 | +3,508 | New | Q3 2026 | Oct 26, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 3,432 | 103 | 0.03% | 0.03% | 229 | +24 | 0.7% | Q3 2026 | Nov 04, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,936 | 103 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIL Ltd | History | No change | 2,839 | 100 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 2,760 | 97 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,626 | 94 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 2,638 | 93 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jacobi Capital Management LLC | History | New | 3,033 | 91 | 0.0% | — | 235 | +3,033 | New | Q3 2026 | Nov 05, 2026 |
| US BANCORP \DE\ | History | Added to | 3,022 | 91 | 0.0% | 0.0% | 234 | +6 | 0.2% | Q3 2026 | Nov 05, 2026 |
| Avalon Trust Co | History | No change | 2,400 | 84 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,753 | 83 | 0.0% | 0.0% | 237 | +166 | 6.42% | Q3 2026 | Nov 04, 2026 |
| KBC Group NV | History | No change | 2,598 | 78 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 2,139 | 75 | 0.03% | 0.03% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,242 | 67 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,078 | 62 | 0.01% | 0.0% | 242 | +565 | 37.34% | Q3 2026 | Oct 01, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 1,772 | 62 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bulwark Capital Corp | History | No change | 2,088 | 62 | 0.03% | 0.04% | 243 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,717 | 60 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,720 | 51 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 1,600 | 48 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BFC Planning, Inc. | History | No change | 1,371 | 48 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Heritage Wealth Advisors | History | No change | 1,250 | 44 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1,447 | 43 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Winch Advisory Services, LLC | History | No change | 1,161 | 41 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,334 | 40 | 0.0% | 0.0% | 251 | -5 | -0.37% | Q3 2026 | Nov 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,303 | 39 | 0.0% | 0.0% | 252 | +978 | 300.92% | Q3 2026 | Oct 27, 2026 |
| Nykredit A/S | History | No change | 1,089 | 38 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Bernard Wealth Management Corp. | History | No change | 1,075 | 38 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,176 | 35 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Millstone Evans Group, LLC | History | No change | 905 | 32 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 1,044 | 31 | 0.01% | 0.0% | 259 | +919 | 735.2% | Q3 2026 | Nov 05, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 1,059 | 31 | 0.0% | 0.0% | 258 | +8 | 0.76% | Q3 2026 | Oct 28, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,037 | 31 | 0.0% | 0.0% | 260 | -3 | -0.29% | Q3 2026 | Oct 26, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 902 | 31 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 946 | 28 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CX Institutional | History | No change | 881 | 27 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 857 | 25 | 0.01% | 0.01% | 263 | +13 | 1.54% | Q3 2026 | Nov 03, 2026 |
| Trust Co | History | No change | 800 | 24 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Asset Dedication, LLC | History | No change | 739 | 22 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 754 | 22 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 589 | 20 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 575 | 20 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | No change | 580 | 20 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 603 | 18 | 0.0% | 0.0% | 270 | -10 | -1.63% | Q3 2026 | Nov 05, 2026 |
| Optiver Holding B.V. | History | No change | 518 | 18 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 584 | 17 | 0.0% | 0.0% | 272 | -467 | -44.43% | Q3 2026 | Oct 23, 2026 |
| GAMMA Investing LLC | History | Added to | 594 | 17 | 0.0% | 0.0% | 275 | +152 | 34.39% | Q3 2026 | Oct 08, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 591 | 17 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| First Pacific Financial | History | No change | 581 | 17 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 532 | 16 | 0.01% | — | 277 | +532 | New | Q3 2026 | Oct 28, 2026 |
| Princeton Global Asset Management LLC | History | No change | 539 | 16 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Signature Resources Capital Management, LLC | History | New | 500 | 15 | 0.01% | — | 279 | +500 | New | Q3 2026 | Oct 16, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 518 | 15 | 0.0% | 0.0% | 278 | -250 | -32.55% | Q3 2026 | Oct 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 493 | 14 | 0.0% | 0.0% | 280 | +2 | 0.41% | Q3 2026 | Nov 04, 2026 |
| TSFG, LLC | History | No change | 464 | 14 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Luminist Capital LLC | History | No change | 391 | 13 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nova Financial LLC | History | New | 385 | 11 | 0.0% | — | 285 | +385 | New | Q3 2026 | Nov 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 327 | 11 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WPG Advisers, LLC | History | No change | 373 | 11 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Ascentis Independent Advisors | History | New | 333 | 10 | 0.0% | — | 289 | +333 | New | Q3 2026 | Nov 03, 2026 |
| ALERUS FINANCIAL NA | History | No change | 300 | 10 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHI TRUST Co LLC | History | No change | 292 | 10 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bank & Trust Co | History | No change | 360 | 10 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| MATHER GROUP, LLC. | History | New | 306 | 9 | 0.0% | — | 292 | +306 | New | Q3 2026 | Oct 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 328 | 9 | 0.0% | 0.0% | 290 | +76 | 30.16% | Q3 2026 | Oct 20, 2026 |
| Aspect Partners, LLC | History | No change | 330 | 9 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 236 | 8 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 293 | 8 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 293 | 8 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| RMG Wealth Management LLC | History | Added to | 241 | 7 | 0.0% | 0.0% | 299 | +2 | 0.84% | Q3 2026 | Oct 26, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 204 | 7 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 233 | 7 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 208 | 7 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 203 | 7 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Planning Strategies Inc. | History | No change | 250 | 7 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 212 | 6 | 0.0% | — | 305 | +212 | New | Q3 2026 | Oct 13, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 215 | 6 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Blue Trust, Inc. | History | No change | 226 | 6 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Harborfront Financial Group LLC | History | No change | 170 | 6 | 0.02% | 0.02% | 304 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bare Financial Services, Inc | History | Reduced | 173 | 5 | 0.0% | 0.0% | 308 | -1 | -0.57% | Q3 2026 | Nov 04, 2026 |
| NVWM, LLC | History | No change | 181 | 5 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Continuum Advisory, LLC | History | No change | 145 | 5 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BankPlus Trust Department | History | No change | 146 | 5 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cornerstone Financial Management LLC | History | No change | 149 | 5 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Ascentis Wealth Management, LLC | History | New | 135 | 4 | 0.0% | — | 313 | +135 | New | Q3 2026 | Nov 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 137 | 4 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 161 | 4 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 123 | 3 | 0.0% | 0.0% | 314 | -197 | -61.56% | Q3 2026 | Oct 28, 2026 |
| Beacon Capital Management, Inc. | History | No change | 100 | 3 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Blume Capital Management, Inc. | History | No change | 130 | 3 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Caldwell Trust Co | History | No change | 106 | 3 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 92 | 2 | 0.0% | 0.0% | 320 | -14 | -13.21% | Q3 2026 | Nov 05, 2026 |
| JPL Wealth Management, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 60 | 2 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | New | 57 | 1 | 0.0% | — | 325 | +57 | New | Q3 2026 | Oct 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 64 | 1 | 0.0% | — | 321 | +44 | 220.0% | Q3 2026 | Oct 22, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 43 | 1 | 0.0% | — | 322 | +22 | 104.76% | Q3 2026 | Nov 04, 2026 |
| Covestor Ltd | History | Reduced | 36 | 1 | 0.0% | 0.0% | 324 | -5 | -12.2% | Q3 2026 | Oct 30, 2026 |
| Bell Investment Advisors, Inc | History | No change | 56 | 1 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -206,567 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Vanderbilt University | History | Closed out | 0 | 0 | — | 0.08% | — | -17,278 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,558 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,760 | -100.0% | Q3 2026 | Oct 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,692 | -100.0% | Q3 2026 | Oct 21, 2026 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -6,065 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Gallacher Capital Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,820 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,602 | -100.0% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,602 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -3,115 | -100.0% | Q3 2026 | Oct 30, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -821 | -100.0% | Q3 2026 | Nov 05, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -389 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Robinswood Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -384 | -100.0% | Q3 2026 | Oct 20, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -257 | -100.0% | Q3 2026 | Oct 13, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 14 | 0 | — | 0.0% | — | -166 | -92.22% | Q3 2026 | Oct 26, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 26 | 0 | — | — | — | +26 | New | Q3 2026 | Oct 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2026 | Oct 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Nov 03, 2026 |
| UMB Private Wealth Management, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q3 2026 | Oct 19, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Oct 23, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 23, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 08, 2026 |
| GROUP ONE TRADING LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| MOTCO | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Silicon Valley Capital Partners | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TFC Financial Management, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| DecisionPoint Financial, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Dunhill Financial, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hughes Financial Services, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |