Joby Aviation, Inc. - JOBY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TOYOTA MOTOR CORP/ | History | No change | 128,454,401 | 1,145,813 | 57.69% | 57.69% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BAILLIE GIFFORD & CO | History | No change | 61,139,048 | 545,360 | 0.49% | 0.49% | 2 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | No change | 53,506,741 | 477,280 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capricorn Investment Group LLC | History | No change | 28,470,647 | 253,958 | 1.13% | 1.13% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 27,579,214 | 246,006 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 26,656,225 | 237,773 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 19,529,722 | 174,205 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 15,937,137 | 142,190 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 15,746,713 | 140,460 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| INTEL CORP | History | No change | 15,316,315 | 136,621 | 22.01% | 22.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DELTA AIR LINES, INC. | History | No change | 14,590,713 | 130,149 | 33.33% | 33.33% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,249,515 | 109,265 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 10,940,894 | 97,592 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 10,787,789 | 96,227 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 8,019,920 | 71,537 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Uber Technologies, Inc | History | No change | 7,139,208 | 63,681 | 1.41% | 1.41% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | No change | 7,086,334 | 63,210 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ARK Investment Management LLC | History | No change | 6,694,311 | 59,713 | 0.39% | 0.39% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,779,846 | 51,556 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,418,511 | 47,014 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 5,266,308 | 46,975 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Street Group Inc. | History | No change | 5,198,381 | 46,369 | 0.12% | 0.12% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 4,956,400 | 44,211 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,904,693 | 43,749 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| 8VC GP I, LLC | History | No change | 4,798,334 | 42,801 | 100.0% | 100.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 4,662,447 | 41,589 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 4,475,844 | 39,924 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 4,024,835 | 35,901 | 0.17% | 0.17% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Daiwa Securities Group Inc. | History | No change | 3,972,225 | 35,432 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,775,277 | 33,675 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 3,517,973 | 31,380 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 3,247,472 | 28,967 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rheos Capital Works Inc. | History | No change | 3,000,000 | 26,760 | 1.53% | 1.53% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 2,832,334 | 25,264 | 0.12% | 0.12% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 2,815,752 | 25,116 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 2,814,732 | 25,051 | 0.32% | 0.32% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 2,710,730 | 24,179 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALUEWORKS LLC | History | No change | 2,599,718 | 23,189 | 4.84% | 4.84% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lingotto Investment Management LLP | History | No change | 2,405,253 | 21,454 | 0.46% | 0.46% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,136,710 | 19,059 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | No change | 2,095,877 | 18,695 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 1,959,715 | 17,482 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1,842,419 | 16,434 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 1,716,913 | 15,314 | 0.07% | 0.07% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLEN OPERATIONS LLC | History | No change | 1,557,888 | 13,896 | 1.93% | 1.93% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,435,223 | 12,802 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 1,267,675 | 11,307 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| USS Investment Management Ltd | History | No change | 1,223,719 | 10,897 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,104,300 | 9,850 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,021,785 | 9,114 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 1,018,762 | 9,087 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IMC-Chicago, LLC | History | No change | 978,636 | 8,729 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | No change | 954,957 | 8,518 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 920,410 | 8,210 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 907,100 | 8,091 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 858,357 | 7,656 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RHUMBLINE ADVISERS | History | No change | 848,215 | 7,566 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 834,427 | 7,443 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 816,382 | 7,282 | 0.09% | 0.09% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Voleon Capital Management LP | History | No change | 785,928 | 7,010 | 0.13% | 0.13% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 758,927 | 6,769 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | No change | 750,000 | 6,690 | 0.27% | 0.27% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 748,600 | 6,677 | 0.06% | 0.06% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Amundi | History | No change | 739,883 | 6,599 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | No change | 734,707 | 6,553 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 784,541 | 6,480 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 688,288 | 6,139 | 0.39% | 0.39% | 67 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 682,748 | 6,090 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Man Group plc | History | No change | 670,971 | 5,985 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 648,100 | 5,781 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 644,066 | 5,648 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 576,825 | 5,145 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 535,353 | 4,775 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 491,300 | 4,382 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | No change | 488,818 | 4,360 | 0.1% | 0.1% | 75 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Weiss Asset Management LP | History | No change | 463,890 | 4,137 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Defiance ETFs, LLC | History | No change | 446,765 | 3,949 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 440,862 | 3,932 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nicholas Investment Partners, LP | History | No change | 440,450 | 3,928 | 0.22% | 0.22% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 438,457 | 3,911 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 425,958 | 3,799 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 395,002 | 3,523 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 385,572 | 3,439 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Creative Planning | History | No change | 383,858 | 3,424 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marex Group Ltd | History | No change | 382,520 | 3,412 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 376,602 | 3,359 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creek Drive Management Group LLC | History | No change | 375,000 | 3,345 | 1.62% | 1.62% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 366,308 | 3,267 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 364,406 | 3,250 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 352,874 | 3,147 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | No change | 332,157 | 2,962 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 301,700 | 2,691 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 297,997 | 2,658 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 295,143 | 2,632 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 288,003 | 2,568 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Holocene Advisors, LP | History | No change | 285,919 | 2,550 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 285,523 | 2,546 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 274,021 | 2,444 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UDINE WEALTH MANAGEMENT, INC. | History | No change | 264,270 | 2,357 | 0.97% | 0.97% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 260,536 | 2,323 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | No change | 257,854 | 2,300 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 257,000 | 2,292 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 255,930 | 2,282 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | No change | 252,936 | 2,256 | 0.07% | 0.07% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bouvel Investment Partners, LLC | History | No change | 249,616 | 2,226 | 0.5% | 0.5% | 105 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 249,456 | 2,225 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 248,961 | 2,220 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 237,972 | 2,122 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 228,070 | 2,034 | 0.13% | 0.13% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Comprehensive Financial Management LLC | History | No change | 228,067 | 2,034 | 0.07% | 0.07% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 227,448 | 2,028 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 217,426 | 1,939 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Havemeyer Place LP | History | No change | 209,842 | 1,871 | 0.18% | 0.18% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DnB Asset Management AS | History | No change | 209,298 | 1,866 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 199,960 | 1,783 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 199,581 | 1,780 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 198,953 | 1,774 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | No change | 189,226 | 1,687 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 180,900 | 1,613 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 176,394 | 1,573 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Yarbrough Capital, LLC | History | No change | 167,483 | 1,493 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rakuten Securities, Inc. | History | No change | 165,521 | 1,476 | 0.34% | 0.34% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 164,450 | 1,452 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 162,773 | 1,452 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 157,899 | 1,408 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SummitTX Capital, L.P. | History | No change | 151,539 | 1,351 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | No change | 132,276 | 1,179 | 0.19% | 0.19% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 125,664 | 1,120 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moran Wealth Management, LLC | History | No change | 122,153 | 1,089 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 118,294 | 1,055 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 117,768 | 1,050 | 0.07% | 0.07% | 131 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Jupiter Topco LLC | History | No change | 115,631 | 1,029 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 111,320 | 992 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 110,560 | 986 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 160,000 | 968 | 0.06% | 0.01% | 135 | +142,680 | 823.79% | Q3 2026 | Oct 08, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 106,738 | 952 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pathstone Holdings, LLC | History | No change | 103,433 | 923 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | No change | 102,964 | 918 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LuminArx Capital Management LP | History | No change | 1,000,000 | 912 | 0.41% | 0.41% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Financial LLC | History | No change | 99,533 | 887 | 0.46% | 0.46% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caprock Group, LLC | History | No change | 97,944 | 873 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CSS LLC/IL | History | No change | 97,200 | 867 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 96,282 | 858 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Palumbo Wealth Management LLC | History | No change | 95,714 | 853 | 0.18% | 0.18% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 94,600 | 843 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crawford Fund Management, LLC | History | No change | 93,500 | 834 | 0.13% | 0.13% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 90,860 | 810 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brevan Howard Capital Management LP | History | No change | 88,432 | 788 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 86,931 | 775 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alphadyne Asset Management LP | History | No change | 85,867 | 765 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 83,950 | 748 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 79,580 | 709 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 79,115 | 705 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 78,970 | 704 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cobblestone Asset Management LLC | History | No change | 79,000 | 704 | 0.29% | 0.29% | 155 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sowell Financial Services LLC | History | No change | 78,651 | 701 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Point72 Asset Management, L.P. | History | No change | 77,000 | 686 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LJI Wealth Management, LLC | History | No change | 75,500 | 673 | 0.09% | 0.09% | 158 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 75,000 | 669 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nikulski Financial, Inc. | History | No change | 73,607 | 656 | 0.14% | 0.14% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Legato Capital Management LLC | History | No change | 73,489 | 655 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 72,759 | 649 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 70,632 | 630 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 70,702 | 630 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 68,900 | 614 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Private Advisor Group, LLC | History | No change | 67,713 | 603 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 67,565 | 602 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | No change | 67,557 | 602 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Modera Wealth Management, LLC | History | No change | 67,000 | 597 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 66,670 | 594 | 0.07% | 0.07% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| XPONANCE LLC | History | No change | 66,249 | 590 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VARCOV Co. | History | No change | 64,730 | 577 | 0.22% | 0.22% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 64,063 | 571 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | No change | 62,878 | 560 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 62,729 | 559 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 61,529 | 548 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 60,841 | 542 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 60,391 | 538 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 59,503 | 530 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 57,994 | 517 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Quantinno Capital Management LP | History | No change | 57,892 | 516 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 57,818 | 515 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 55,500 | 495 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantum Private Wealth, LLC | History | No change | 55,200 | 492 | 0.13% | 0.13% | 184 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 55,000 | 490 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Elevate Capital Advisors, LLC | History | No change | 54,176 | 483 | 0.27% | 0.27% | 186 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | No change | 53,240 | 474 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 51,836 | 462 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthfront Advisers LLC | History | No change | 50,492 | 450 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Independent Advisor Alliance | History | No change | 48,895 | 436 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 47,068 | 419 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 53,518 | 413 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tidal Investments LLC | History | No change | 45,837 | 408 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | No change | 45,644 | 407 | 0.17% | 0.17% | 194 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Green Alpha Advisors, LLC | History | Added to | 66,654 | 403 | 0.27% | 0.25% | 195 | +25,086 | 60.35% | Q3 2026 | Oct 08, 2026 |
| Gotham Asset Management, LLC | History | No change | 44,273 | 394 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 42,808 | 381 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 42,509 | 379 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 42,453 | 378 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 41,683 | 371 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westwood Wealth Management | History | No change | 40,800 | 363 | 0.11% | 0.11% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 40,617 | 362 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 40,692 | 362 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cerity Partners LLC | History | No change | 40,574 | 361 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 40,131 | 357 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optiver Holding B.V. | History | No change | 40,013 | 356 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Phoenix Financial Ltd. | History | No change | 39,600 | 352 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 39,362 | 351 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MAI Capital Management | History | No change | 38,065 | 339 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | No change | 37,145 | 331 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qsemble Capital Management, LP | History | No change | 36,316 | 323 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 36,171 | 322 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 35,800 | 319 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 35,825 | 319 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 35,823 | 319 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 35,256 | 314 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 35,250 | 314 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 34,744 | 309 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 34,411 | 307 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Corient Private Wealth LP | History | No change | 34,306 | 306 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Vanguard Capital Wealth Advisors | History | No change | 33,930 | 302 | 0.2% | 0.2% | 221 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 33,868 | 302 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 33,663 | 299 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALLSTATE CORP | History | No change | 33,197 | 296 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 33,079 | 295 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 33,000 | 294 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 32,316 | 285 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 31,906 | 284 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 31,763 | 283 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 31,142 | 277 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Total Wealth Planning & Management, Inc. | History | No change | 31,106 | 277 | 0.19% | 0.19% | 231 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 30,987 | 276 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 30,637 | 273 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Asset Management Inc | History | No change | 30,285 | 270 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 28,929 | 258 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 28,651 | 255 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 28,218 | 251 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 28,125 | 250 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PEAK6 LLC | History | No change | 27,900 | 248 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 27,890 | 248 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Themes Management Co LLC | History | No change | 27,428 | 244 | 0.16% | 0.16% | 241 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advisory Services Network, LLC | History | No change | 27,200 | 242 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 27,121 | 241 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | No change | 27,042 | 241 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 26,992 | 240 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | No change | 26,782 | 239 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 26,740 | 239 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MATAURO, LLC | History | No change | 26,475 | 236 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TWINBEECH CAPITAL LP | History | No change | 25,300 | 225 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 36,572 | 221 | 0.0% | 0.0% | 250 | +13,816 | 60.71% | Q3 2026 | Oct 08, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 23,924 | 213 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Realta Investment Advisors | History | No change | 23,535 | 209 | 0.06% | 0.06% | 252 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bayforest Capital Ltd | History | No change | 23,420 | 208 | 0.19% | 0.19% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Intellectus Partners, LLC | History | No change | 22,450 | 200 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 22,476 | 200 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nautilus Advisors LLC | History | Added to | 32,893 | 199 | 0.12% | 0.14% | 256 | +1,045 | 3.28% | Q3 2026 | Oct 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 21,822 | 195 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 21,760 | 194 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 21,545 | 192 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 21,286 | 189 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | No change | 21,095 | 188 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blueshift Asset Management, LLC | History | No change | 21,162 | 188 | 0.04% | 0.04% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | No change | 20,966 | 187 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 20,935 | 186 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FLC Capital Advisors | History | No change | 20,605 | 183 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Prospera Financial Services Inc | History | No change | 20,425 | 182 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 20,368 | 181 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 20,011 | 178 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IPG Investment Advisors LLC | History | No change | 20,000 | 178 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 19,647 | 175 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 19,228 | 171 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SPROTT INC. | History | No change | 19,000 | 169 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PFG Investments, LLC | History | No change | 18,616 | 166 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMALGAMATED BANK | History | No change | 18,395 | 164 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 18,459 | 164 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | No change | 19,094 | 164 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 27,000 | 163 | 0.04% | 0.06% | 277 | +900 | 3.45% | Q3 2026 | Oct 09, 2026 |
| Evercore Wealth Management, LLC | History | No change | 17,994 | 160 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 17,779 | 158 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 17,540 | 156 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tyche Wealth Partners LLC | History | No change | 17,400 | 155 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN ADVISORY INC | History | No change | 16,953 | 151 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 16,852 | 150 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 16,800 | 149 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 17,269 | 148 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaCore Capital LLC | History | No change | 16,617 | 148 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | No change | 16,500 | 147 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 16,666 | 147 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Snowden Capital Advisors LLC | History | No change | 16,498 | 147 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 16,500 | 147 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RFG Advisory, LLC | History | No change | 16,414 | 146 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 16,461 | 146 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 16,445 | 146 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 25,298 | 145 | 0.01% | 0.01% | 295 | -249 | -0.97% | Q3 2026 | Oct 09, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 16,365 | 145 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Truvestments Capital LLC | History | No change | 16,159 | 144 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 15,971 | 142 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 15,790 | 140 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vise Technologies, Inc. | History | No change | 15,737 | 140 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 15,508 | 138 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vident Advisory, LLC | History | No change | 15,482 | 138 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 15,370 | 137 | 0.06% | 0.06% | 302 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aspiring Ventures, LLC | History | No change | 15,375 | 137 | 0.03% | 0.03% | 303 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TORONTO DOMINION BANK | History | No change | 15,190 | 135 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 15,180 | 135 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cresset Asset Management, LLC | History | No change | 15,205 | 135 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 15,075 | 134 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sovran Advisors, LLC | History | No change | 18,004 | 130 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 14,550 | 129 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 14,216 | 126 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sphera Management Technology Funds Ltd | History | No change | 14,100 | 125 | 0.04% | 0.04% | 311 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | No change | 13,904 | 124 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 13,500 | 120 | 0.07% | 0.07% | 313 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vontobel Holding Ltd. | History | No change | 13,501 | 120 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Trail Advisors, LLC | History | No change | 13,548 | 120 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J. Derek Lewis & Associates Inc. | History | No change | 13,300 | 118 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Savvy Advisors, Inc. | History | No change | 13,133 | 117 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 12,903 | 115 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Formidable Asset Management, LLC | History | No change | 13,867 | 114 | 0.02% | 0.02% | 319 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IHT Wealth Management, LLC | History | No change | 12,861 | 114 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 12,773 | 113 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NorthRock Partners, LLC | History | No change | 12,668 | 112 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 12,612 | 111 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Capital, Inc. | History | No change | 12,450 | 111 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Thomasville National Bank | History | No change | 12,500 | 111 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 12,494 | 111 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | No change | 12,361 | 110 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Inspire Advisors, LLC | History | No change | 12,341 | 110 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 12,305 | 109 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 12,228 | 109 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 12,019 | 107 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Headland Capital, LLC | History | No change | 12,100 | 107 | 0.03% | 0.03% | 332 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 11,989 | 106 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 11,972 | 106 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clarity Wealth Advisors, LLC | History | No change | 11,810 | 105 | 0.02% | 0.02% | 335 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pallas Capital Advisors LLC | History | No change | 11,878 | 105 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Echo45 Advisors LLC | History | Added to | 17,322 | 104 | 0.05% | 0.07% | 337 | +1,636 | 10.43% | Q3 2026 | Oct 07, 2026 |
| Arkadios Wealth Advisors | History | No change | 11,642 | 103 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DAVENPORT & Co LLC | History | No change | 11,527 | 102 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GLAZER CAPITAL, LLC | History | No change | 11,489 | 102 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 11,464 | 102 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FSA WEALTH PARTNERS, INC. | History | No change | 11,460 | 102 | 0.03% | 0.03% | 342 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 11,330 | 101 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kovack Advisors, Inc. | History | No change | 11,425 | 101 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Betterment LLC | History | No change | 11,190 | 100 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 11,229 | 100 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NewEdge Wealth, LLC | History | No change | 11,254 | 100 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 11,267 | 100 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DSM CAPITAL PARTNERS LLC | History | No change | 11,110 | 99 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Perigon Wealth Management, LLC | History | No change | 11,184 | 99 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 11,129 | 99 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 11,121 | 99 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 11,000 | 98 | 0.02% | 0.02% | 353 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 11,000 | 97 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 10,803 | 96 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | No change | 10,622 | 94 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lewis Asset Management, LLC | History | No change | 10,500 | 93 | 0.03% | 0.03% | 357 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| QTR Family Wealth, LLC | History | No change | 10,428 | 93 | 0.03% | 0.03% | 358 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 10,335 | 92 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Meritas Wealth Management, LLC | History | No change | 10,314 | 92 | 0.04% | 0.04% | 360 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 10,249 | 91 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| HighPoint Advisor Group LLC | History | No change | 10,115 | 90 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 10,055 | 89 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 10,023 | 89 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| 360 Financial, Inc. | History | No change | 10,000 | 89 | 0.02% | 0.02% | 365 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Herold Advisors, Inc. | History | No change | 10,000 | 89 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| US BANCORP \DE\ | History | No change | 9,852 | 87 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 9,646 | 86 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 9,593 | 85 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Larson Financial Group LLC | History | No change | 9,229 | 82 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 8,700 | 77 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Atlatl Advisers LLC | History | No change | 8,450 | 75 | 0.02% | 0.02% | 372 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,207 | 73 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KBC Group NV | History | No change | 7,634 | 68 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Asset Planning,Inc | History | No change | 7,700 | 68 | 0.04% | 0.04% | 375 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 10,000 | 66 | 0.07% | 0.07% | 376 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFSG, LLC | History | No change | 7,500 | 66 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Golden State Wealth Management, LLC | History | No change | 7,450 | 66 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 7,500 | 66 | 0.04% | 0.04% | 379 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | History | No change | 7,367 | 65 | 0.2% | 0.2% | 380 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 7,000 | 62 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 7,000 | 62 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DKM Wealth Management, Inc. | History | No change | 10,300 | 62 | 0.04% | 0.06% | 383 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 6,773 | 60 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 6,691 | 59 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Leonteq Securities AG | History | No change | 6,030 | 53 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parallel Advisors, LLC | History | No change | 6,035 | 53 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NFSG Corp | History | No change | 5,960 | 53 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 5,765 | 51 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 5,629 | 50 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 5,703 | 50 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 5,568 | 49 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 7,739 | 46 | 0.0% | 0.0% | 394 | +1,014 | 15.08% | Q3 2026 | Oct 08, 2026 |
| WHITTIER TRUST CO | History | No change | 5,217 | 46 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3,141 | 46 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 5,100 | 45 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Strive Financial Group ,LLC | History | No change | 4,450 | 39 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 4,355 | 38 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 4,233 | 37 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SITTNER & NELSON, LLC | History | No change | 4,000 | 35 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 3,815 | 34 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 3,655 | 32 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 3,570 | 31 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ancora Advisors LLC | History | No change | 3,000 | 26 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 2,964 | 26 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,874 | 25 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 2,822 | 25 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,479 | 22 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,501 | 21 | 0.0% | 0.0% | 412 | -4,791 | -57.78% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | No change | 2,381 | 21 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Versant Capital Management, Inc | History | No change | 3,500 | 21 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Avion Wealth | History | No change | 2,467 | 21 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2,425 | 21 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,514 | 21 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hickory Point Bank & Trust | History | No change | 3,500 | 21 | 0.01% | 0.02% | 415 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,255 | 20 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,074 | 18 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 2,057 | 18 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Centerpoint Advisors, LLC | History | No change | 2,050 | 18 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 2,096 | 18 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 2,923 | 17 | 0.0% | 0.0% | 421 | +1,596 | 120.27% | Q3 2026 | Oct 05, 2026 |
| Hilltop National Bank | History | No change | 2,000 | 17 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 2,000 | 17 | 0.23% | 0.23% | 423 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,000 | 16 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 1,800 | 16 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VIMA LLC | History | No change | 1,718 | 15 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GK Wealth Management LLC | History | New | 2,427 | 14 | 0.01% | — | 428 | +2,427 | New | Q3 2026 | Oct 09, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,582 | 14 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,500 | 13 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HM PAYSON & CO | History | No change | 1,336 | 11 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Gould Capital, LLC | History | No change | 1,300 | 11 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,162 | 10 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 1,150 | 10 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,162 | 10 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,200 | 10 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tidemark, LLC | History | No change | 1,131 | 10 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,225 | 10 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,070 | 9 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Covestor Ltd | History | No change | 930 | 9 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vision Retirement, LLC | History | No change | 1,100 | 9 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,000 | 8 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cheviot Value Management, LLC | History | No change | 1,000 | 8 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | No change | 907 | 8 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NVWM, LLC | History | No change | 1,000 | 8 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JDM Financial Group LLC | History | No change | 1,000 | 8 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Kingdom Financial Group LLC. | History | No change | 950 | 8 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Essential Investment Partners LLC | History | No change | 1,000 | 8 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 870 | 7 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SouthState Bank Corp | History | No change | 880 | 7 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nemes Rush Group LLC | History | No change | 855 | 7 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nova Wealth Management, Inc. | History | No change | 832 | 7 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Basepoint Wealth LLC | History | No change | 895 | 7 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 850 | 7 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 721 | 6 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 700 | 6 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 705 | 6 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Asset Dedication, LLC | History | No change | 661 | 5 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Westside Investment Management, Inc. | History | No change | 600 | 5 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 635 | 5 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 972 | 5 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 600 | 5 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aspect Partners, LLC | History | No change | 626 | 5 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| American Capital Advisory, LLC | History | No change | 565 | 5 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fairscale Capital, LLC | History | No change | 563 | 5 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 500 | 4 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 550 | 4 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 550 | 4 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NBH Bank | History | No change | 480 | 4 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITY HOLDING CO | History | No change | 400 | 3 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 350 | 3 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 416 | 3 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 350 | 3 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 423 | 3 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oakworth Capital, Inc. | History | No change | 400 | 3 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CKW FINANCIAL GROUP | History | No change | 300 | 3 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bogart Wealth, LLC | History | No change | 388 | 3 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 344 | 3 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Front Row Advisors LLC | History | No change | 400 | 3 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 387 | 3 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 400 | 3 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Continuum Advisory, LLC | History | No change | 363 | 3 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 377 | 3 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 387 | 3 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Monetary Solutions, Ltd | History | No change | 400 | 3 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 250 | 2 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower View Wealth Management LLC | History | No change | 300 | 2 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Costello Asset Management, INC | History | No change | 300 | 2 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LifeSteps Financial, Inc. | History | No change | 231 | 2 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 300 | 2 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Archer Investment Corp | History | No change | 250 | 2 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Orion Capital Management LLC | History | No change | 282 | 2 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 254 | 2 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 300 | 2 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parvin Asset Management, LLC | History | No change | 251 | 2 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 205 | 1 | 0.0% | 0.0% | 505 | +16 | 8.47% | Q3 2026 | Oct 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 139 | 1 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 183 | 1 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 180 | 1 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 198 | 1 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | No change | 113 | 1 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bell Investment Advisors, Inc | History | No change | 213 | 1 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Leo H. Evart, Inc. | History | No change | 122 | 1 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 163 | 1 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 175 | 1 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rialto Wealth Management, LLC | History | No change | 175 | 1 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 115 | 1 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PlanVest Financial, Inc | History | No change | 130 | 1 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -265 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Planning Strategies Inc. | History | New | 96 | 0 | — | — | — | +96 | New | Q3 2026 | Oct 02, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 2 | 0 | — | — | — | -63 | -96.92% | Q3 2026 | Oct 09, 2026 |
| Noble Wealth Management PBC | History | New | 50 | 0 | — | — | — | +50 | New | Q3 2026 | Oct 01, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 90 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCF Advisors LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SFAM, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CVA Family Office, LLC | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighMark Wealth Management LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concord Wealth Partners | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Activest Wealth Management | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Evolution Advisers, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SWAN Capital LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Main Street Group, LTD | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Mosley Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ankerstar Wealth, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dogwood Wealth Management LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| WPG Advisers, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McMillan Office, Inc. | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |