Jackson Financial Inc. - JXN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 6,800,653 | 696,318 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 5,446,195 | 557,635 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,130,153 | 534,127 | 0.1% | 0.08% | 3 | +12,996 | 0.32% | Q3 2026 | Nov 04, 2026 |
| TPG GP A, LLC | History | No change | 4,715,554 | 482,825 | 9.65% | 9.65% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,136,509 | 321,147 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 2,972,127 | 304,330 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,297,678 | 246,205 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DONALD SMITH & CO., INC. | History | No change | 1,789,104 | 183,186 | 3.24% | 3.24% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 1,749,644 | 182,167 | 0.08% | 0.08% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,519,396 | 155,570 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,457,597 | 149,243 | 0.07% | 0.07% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 1,290,021 | 132,062 | 0.16% | 0.16% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 1,141,755 | 116,904 | 0.21% | 0.21% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,018,101 | 104,243 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,018,067 | 104,240 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,004,572 | 102,858 | 0.15% | 0.15% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORGES BANK | History | No change | 998,581 | 102,244 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 898,102 | 91,956 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 831,745 | 85,162 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 631,270 | 81,635 | 0.01% | 0.01% | 20 | -19,569 | -3.01% | Q3 2026 | Nov 05, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 668,999 | 68,498 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| QVT Financial LP | History | No change | 616,600 | 63,133 | 3.71% | 3.71% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 550,901 | 56,406 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 509,715 | 52,189 | 0.07% | 0.07% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 465,318 | 47,643 | 0.17% | 0.17% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 460,439 | 47,144 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 454,641 | 46,550 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 297,985 | 38,535 | 0.02% | 0.02% | 28 | -39,009 | -11.58% | Q3 2026 | Nov 02, 2026 |
| ALGERT GLOBAL LLC | History | No change | 366,243 | 37,499 | 0.44% | 0.44% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 344,506 | 36,477 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 251,596 | 32,536 | 0.57% | 0.52% | 31 | -58,761 | -18.93% | Q3 2026 | Oct 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 305,082 | 31,237 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 293,763 | 30,078 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 287,598 | 29,447 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 284,626 | 29,142 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 280,925 | 29,015 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 282,731 | 28,948 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 278,495 | 28,515 | 0.07% | 0.07% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 272,954 | 27,947 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 269,049 | 27,547 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 210,322 | 27,198 | 0.01% | 0.01% | 41 | -82,672 | -28.22% | Q3 2026 | Nov 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 265,380 | 27,172 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 260,300 | 26,652 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 255,302 | 26,140 | 1.33% | 1.33% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SEI INVESTMENTS CO | History | No change | 248,943 | 25,488 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 248,377 | 25,431 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 241,361 | 24,712 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Four Tree Island Advisory LLC | History | No change | 237,465 | 24,314 | 8.02% | 8.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 236,068 | 24,171 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 233,916 | 23,950 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 229,468 | 23,495 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swedbank AB | History | New | 169,000 | 21,855 | 0.02% | — | 52 | +169,000 | New | Q3 2026 | Oct 27, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 201,391 | 20,620 | 1.62% | 1.62% | 53 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 191,083 | 19,564 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 185,657 | 19,009 | 0.34% | 0.34% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 185,000 | 18,942 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 183,291 | 18,767 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 180,942 | 18,526 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | No change | 166,794 | 17,078 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 163,118 | 16,701 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 160,368 | 16,420 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Focus Partners Wealth | History | No change | 159,019 | 16,282 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 157,171 | 16,092 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Reduced | 118,989 | 15,387 | 0.03% | 0.02% | 64 | -1,529 | -1.27% | Q3 2026 | Oct 21, 2026 |
| ROYAL BANK OF CANADA | History | No change | 147,744 | 15,126 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Added to | 111,200 | 14,380 | 0.0% | 0.0% | 66 | +55,785 | 100.67% | Q3 2026 | Nov 05, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 134,907 | 13,813 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 127,200 | 13,024 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gator Capital Management, LLC | History | No change | 113,795 | 11,651 | 2.44% | 2.44% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 103,850 | 10,633 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 79,826 | 10,335 | 0.02% | 0.01% | 71 | +819 | 1.04% | Q3 2026 | Nov 04, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 79,358 | 10,262 | 0.01% | 0.0% | 72 | +63,666 | 405.72% | Q3 2026 | Nov 02, 2026 |
| Cambria Investment Management, L.P. | History | No change | 97,878 | 10,021 | 0.5% | 0.5% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 97,773 | 10,010 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 97,010 | 9,932 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 91,331 | 9,655 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 73,069 | 9,449 | 0.01% | 0.01% | 77 | +136 | 0.19% | Q3 2026 | Oct 20, 2026 |
| Man Group plc | History | No change | 91,317 | 9,349 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 89,916 | 9,206 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 84,527 | 8,655 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 84,326 | 8,634 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 83,770 | 8,577 | 0.2% | 0.2% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 83,293 | 8,528 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 83,167 | 8,515 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MILLER VALUE PARTNERS, LLC | History | No change | 80,142 | 8,205 | 1.94% | 1.94% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEB Asset Management AB | History | Added to | 60,715 | 7,851 | 0.03% | 0.01% | 86 | +37,272 | 158.99% | Q3 2026 | Nov 04, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 60,691 | 7,848 | 1.1% | 0.85% | 87 | +1,231 | 2.07% | Q3 2026 | Nov 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 60,575 | 7,833 | 0.01% | 0.01% | 88 | -12,063 | -16.61% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 59,572 | 7,704 | 0.02% | 0.01% | 89 | -954 | -1.58% | Q3 2026 | Nov 02, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 72,537 | 7,427 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 56,899 | 7,358 | 0.01% | 0.01% | 91 | -8,134 | -12.51% | Q3 2026 | Nov 05, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 69,023 | 7,067 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bridgewater Associates, LP | History | No change | 68,945 | 7,059 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSM Advisors, LLC | History | No change | 66,720 | 6,830 | 0.15% | 0.15% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 65,959 | 6,753 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 64,559 | 6,610 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Wesleyan Assurance Society | History | No change | 61,700 | 6,317 | 0.32% | 0.32% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 61,178 | 6,264 | 0.15% | 0.15% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 61,121 | 6,258 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Assenagon Asset Management S.A. | History | New | 46,772 | 6,048 | 0.01% | — | 101 | +46,772 | New | Q3 2026 | Oct 15, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 59,069 | 6,048 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 59,053 | 6,046 | 0.11% | 0.11% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 57,208 | 5,857 | 0.08% | 0.08% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 43,622 | 5,641 | 0.01% | 0.01% | 104 | -888 | -2.0% | Q3 2026 | Oct 22, 2026 |
| South Dakota Investment Council | History | No change | 54,944 | 5,626 | 0.1% | 0.1% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 54,023 | 5,531 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Poehling Capital Management, INC. | History | Reduced | 42,717 | 5,524 | 1.14% | 0.97% | 107 | -1,669 | -3.76% | Q3 2026 | Oct 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 53,874 | 5,519 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kera Capital Partners, Inc. | History | No change | 51,952 | 5,319 | 0.51% | 0.51% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 50,956 | 5,217 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 39,301 | 5,082 | 0.32% | 0.25% | 111 | -599 | -1.5% | Q3 2026 | Nov 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 48,430 | 4,958 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 47,759 | 4,890 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 47,316 | 4,844 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 47,301 | 4,843 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Water Asset Management | History | Reduced | 37,111 | 4,799 | 1.55% | 1.23% | 116 | -58 | -0.16% | Q3 2026 | Nov 04, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 45,132 | 4,621 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CREDIT AGRICOLE S A | History | No change | 44,967 | 4,604 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 35,245 | 4,557 | 0.03% | 0.02% | 119 | -2,800 | -7.36% | Q3 2026 | Oct 28, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 34,586 | 4,472 | 0.05% | 0.04% | 120 | -1,514 | -4.19% | Q3 2026 | Nov 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 34,552 | 4,468 | 0.01% | 0.01% | 121 | +1,251 | 3.76% | Q3 2026 | Nov 02, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 43,248 | 4,428 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 42,453 | 4,346 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 41,686 | 4,268 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 40,923 | 4,190 | 0.08% | 0.08% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 40,894 | 4,187 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kendall Capital Management | History | Reduced | 31,957 | 4,132 | 0.68% | 0.55% | 127 | -515 | -1.59% | Q3 2026 | Oct 23, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 31,505 | 4,074 | 0.01% | 0.01% | 128 | -7,303 | -18.82% | Q3 2026 | Nov 05, 2026 |
| MetLife Investment Management, LLC | History | No change | 38,547 | 3,946 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 38,394 | 3,931 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 38,167 | 3,907 | 0.11% | 0.11% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 37,447 | 3,834 | 0.05% | 0.05% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantbot Technologies LP | History | No change | 35,698 | 3,655 | 0.14% | 0.14% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 35,329 | 3,617 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| BARCLAYS PLC | History | No change | 34,145 | 3,496 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 26,500 | 3,426 | 0.05% | 0.05% | 136 | -4,100 | -13.4% | Q3 2026 | Oct 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 32,694 | 3,347 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 32,444 | 3,321 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 31,981 | 3,274 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | No change | 31,525 | 3,227 | 1.13% | 1.13% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 23,983 | 3,191 | 0.0% | 0.0% | 141 | +14,145 | 143.78% | Q3 2026 | Oct 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 30,476 | 3,120 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 24,098 | 3,116 | 0.47% | 0.37% | 143 | +475 | 2.01% | Q3 2026 | Oct 20, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 22,412 | 2,898 | 0.09% | 0.06% | 144 | +2,660 | 13.47% | Q3 2026 | Oct 19, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 22,058 | 2,852 | 0.23% | 0.18% | 145 | -15 | -0.07% | Q3 2026 | Oct 19, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 27,771 | 2,843 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 27,768 | 2,843 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 27,417 | 2,808 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILLIAM JOHN SEMPOLINSKI | History | Reduced | 21,600 | 2,793 | 1.08% | 0.9% | 149 | -100 | -0.46% | Q3 2026 | Oct 20, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 20,984 | 2,713 | 0.17% | 0.14% | 150 | -557 | -2.59% | Q3 2026 | Oct 30, 2026 |
| DekaBank Deutsche Girozentrale | History | Reduced | 20,576 | 2,682 | 0.0% | 0.02% | 151 | -87,215 | -80.91% | Q3 2026 | Oct 27, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 20,624 | 2,667 | 0.29% | — | 152 | +20,624 | New | Q3 2026 | Oct 30, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 20,595 | 2,663 | 0.01% | 0.01% | 153 | -1,191 | -5.47% | Q3 2026 | Nov 05, 2026 |
| LFG Wealth Partners, LLC | History | Added to | 20,156 | 2,606 | 1.09% | 0.9% | 154 | +1,315 | 6.98% | Q3 2026 | Oct 28, 2026 |
| Artemis Investment Management LLP | History | Added to | 19,670 | 2,543 | 0.02% | 0.01% | 155 | +7,475 | 61.3% | Q3 2026 | Oct 08, 2026 |
| Rathbones Group PLC | History | No change | 24,615 | 2,520 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vise Technologies, Inc. | History | Added to | 19,288 | 2,494 | 0.02% | 0.01% | 157 | +8,612 | 80.67% | Q3 2026 | Oct 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 23,252 | 2,380 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arizona State Retirement System | History | Added to | 17,677 | 2,285 | 0.01% | 0.01% | 159 | +198 | 1.13% | Q3 2026 | Nov 03, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 17,401 | 2,250 | 0.03% | 0.02% | 160 | -2,667 | -13.29% | Q3 2026 | Oct 22, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 21,939 | 2,246 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 20,890 | 2,138 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Carson Advisory Inc. | History | No change | 20,818 | 2,131 | 0.98% | 0.98% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Handelsbanken Fonder AB | History | No change | 20,700 | 2,119 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 16,258 | 2,102 | 0.01% | 0.01% | 165 | -2,380 | -12.77% | Q3 2026 | Oct 23, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Reduced | 80,600 | 2,084 | 0.52% | 0.59% | 166 | -12,750 | -13.66% | Q3 2026 | Oct 20, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 20,339 | 2,082 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 19,520 | 1,998 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RFG Advisory, LLC | History | Added to | 15,348 | 1,984 | 0.03% | 0.02% | 169 | +364 | 2.43% | Q3 2026 | Nov 03, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 19,035 | 1,948 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 18,901 | 1,935 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Holdings, LLC | History | No change | 20,475 | 1,926 | 0.59% | 0.59% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 14,681 | 1,898 | 0.01% | 0.01% | 173 | -1,857 | -11.23% | Q3 2026 | Nov 03, 2026 |
| STRS OHIO | History | Added to | 14,600 | 1,888 | 0.01% | 0.0% | 174 | +7,300 | 100.0% | Q3 2026 | Oct 30, 2026 |
| WINTON GROUP Ltd | History | No change | 18,062 | 1,849 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Added to | 14,005 | 1,811 | 0.0% | 0.0% | 176 | +5,595 | 66.53% | Q3 2026 | Nov 02, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 14,004 | 1,810 | 0.02% | 0.02% | 177 | -1,858 | -11.71% | Q3 2026 | Oct 29, 2026 |
| Kiker Wealth Management, LLC | History | No change | 17,613 | 1,803 | 0.7% | 0.7% | 178 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 13,877 | 1,794 | 0.03% | 0.02% | 179 | +3,733 | 36.8% | Q3 2026 | Nov 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 13,633 | 1,763 | 0.03% | 0.02% | 180 | -233 | -1.68% | Q3 2026 | Nov 05, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 17,172 | 1,758 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 16,991 | 1,740 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 16,595 | 1,699 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plato Investment Management Ltd | History | New | 12,959 | 1,682 | 0.09% | — | 184 | +12,959 | New | Q3 2026 | Nov 04, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 15,714 | 1,608 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Global Investments | History | Reduced | 12,214 | 1,580 | 0.08% | 0.07% | 186 | -45 | -0.37% | Q3 2026 | Oct 28, 2026 |
| Oxbow Advisors, LLC | History | No change | 15,405 | 1,577 | 0.13% | 0.13% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Independent Advisor Alliance | History | No change | 15,103 | 1,546 | 0.04% | 0.04% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Advisors LLC | History | No change | 11,900 | 1,538 | 0.32% | 0.27% | 189 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| EDENTREE ASSET MANAGEMENT Ltd | History | No change | 15,000 | 1,536 | 0.47% | 0.47% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 11,745 | 1,518 | 0.01% | 0.0% | 191 | +9,591 | 445.26% | Q3 2026 | Oct 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,667 | 1,508 | 0.0% | 0.0% | 192 | +3,074 | 35.77% | Q3 2026 | Oct 30, 2026 |
| Entropy Technologies, LP | History | No change | 14,628 | 1,497 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 14,578 | 1,492 | 0.41% | 0.41% | 194 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aquatic Capital Management LLC | History | No change | 14,557 | 1,490 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 14,400 | 1,474 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 14,373 | 1,471 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | No change | 14,317 | 1,465 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 11,010 | 1,423 | 0.02% | 0.02% | 199 | -114 | -1.02% | Q3 2026 | Oct 21, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 10,931 | 1,413 | 0.02% | — | 200 | +10,931 | New | Q3 2026 | Oct 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 13,716 | 1,404 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 10,529 | 1,361 | 0.0% | 0.0% | 202 | +6,158 | 140.88% | Q3 2026 | Oct 28, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 10,468 | 1,353 | 0.01% | 0.02% | 203 | -12,500 | -54.42% | Q3 2026 | Oct 15, 2026 |
| NewEdge Wealth, LLC | History | No change | 12,935 | 1,324 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 10,063 | 1,301 | 0.0% | 0.0% | 205 | -270 | -2.61% | Q3 2026 | Nov 03, 2026 |
| Prospera Financial Services Inc | History | Reduced | 9,641 | 1,300 | 0.02% | 0.01% | 206 | -257 | -2.6% | Q3 2026 | Nov 04, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 9,956 | 1,287 | 0.01% | 0.01% | 207 | +1,191 | 13.59% | Q3 2026 | Nov 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 9,809 | 1,268 | 0.01% | 0.01% | 208 | -161 | -1.61% | Q3 2026 | Oct 30, 2026 |
| FMR LLC | History | No change | 12,047 | 1,233 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 12,045 | 1,233 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sterling Capital Management LLC | History | Added to | 9,361 | 1,210 | 0.02% | 0.02% | 211 | +160 | 1.74% | Q3 2026 | Oct 22, 2026 |
| Vinva Investment Management Ltd | History | No change | 7,927 | 1,208 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 9,300 | 1,202 | 0.41% | 0.32% | 213 | +200 | 2.2% | Q3 2026 | Oct 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 11,656 | 1,193 | 0.27% | 0.27% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | No change | 11,508 | 1,178 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 11,508 | 1,178 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 11,456 | 1,172 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 9,028 | 1,167 | 0.0% | 0.0% | 218 | -451 | -4.76% | Q3 2026 | Oct 28, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 11,327 | 1,159 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 11,222 | 1,149 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Symmetry Partners, LLC | History | New | 8,782 | 1,135 | 0.06% | — | 221 | +8,782 | New | Q3 2026 | Oct 27, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 11,047 | 1,131 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 10,842 | 1,110 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUB Investment Partners, LLC | History | Added to | 8,501 | 1,099 | 0.02% | 0.01% | 224 | +5,564 | 189.45% | Q3 2026 | Nov 03, 2026 |
| Atria Investments, Inc | History | Reduced | 8,482 | 1,096 | 0.01% | 0.01% | 225 | -63 | -0.74% | Q3 2026 | Oct 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,393 | 1,085 | 0.01% | 0.01% | 226 | +227 | 2.78% | Q3 2026 | Oct 16, 2026 |
| Erste Asset Management GmbH | History | No change | 10,300 | 1,080 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Graham Capital Management, L.P. | History | No change | 10,534 | 1,078 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Achmea Investment Management B.V. | History | New | 8,300 | 1,074 | 0.01% | — | 229 | +8,300 | New | Q3 2026 | Oct 30, 2026 |
| BayBridge Capital Group, LLC | History | Added to | 8,303 | 1,073 | 0.57% | 0.3% | 230 | +2,607 | 45.77% | Q3 2026 | Oct 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 8,236 | 1,066 | 0.06% | 0.08% | 231 | -4,011 | -32.75% | Q3 2026 | Nov 02, 2026 |
| Ethic Inc. | History | Added to | 8,158 | 1,055 | 0.01% | 0.01% | 232 | +4,076 | 99.85% | Q3 2026 | Nov 03, 2026 |
| NewSquare Capital LLC | History | No change | 9,979 | 1,021 | 0.08% | 0.08% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CV Advisors LLC | History | No change | 7,800 | 1,008 | 0.17% | 0.15% | 234 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 9,763 | 999 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 9,727 | 995 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ADVISORY RESEARCH INC | History | No change | 9,700 | 993 | 0.1% | 0.1% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 9,698 | 992 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nilsine Partners, LLC | History | Added to | 7,611 | 984 | 0.07% | 0.05% | 239 | +191 | 2.57% | Q3 2026 | Nov 02, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 9,578 | 981 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vestcor Inc | History | No change | 9,425 | 965 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 9,400 | 962 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 11,845 | 951 | 0.3% | 0.3% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 7,221 | 933 | 0.02% | 0.01% | 244 | +2,618 | 56.88% | Q3 2026 | Oct 22, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 7,222 | 933 | 0.23% | 0.27% | 245 | -2,598 | -26.46% | Q3 2026 | Oct 20, 2026 |
| LVZ, Inc. | History | Added to | 7,157 | 925 | 0.09% | 0.07% | 246 | +387 | 5.72% | Q3 2026 | Oct 20, 2026 |
| Tidal Investments LLC | History | No change | 8,989 | 920 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 7,110 | 919 | 0.01% | 0.01% | 248 | -878 | -10.99% | Q3 2026 | Oct 23, 2026 |
| Steadtrust LLC | History | No change | 8,930 | 914 | 0.46% | 0.46% | 249 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pathstone Holdings, LLC | History | No change | 8,792 | 900 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Wyoming | History | Reduced | 6,636 | 858 | 0.07% | 0.08% | 251 | -636 | -8.75% | Q3 2026 | Oct 28, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 8,269 | 846 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Compound Planning, Inc. | History | New | 6,412 | 829 | 0.02% | — | 253 | +6,412 | New | Q3 2026 | Nov 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 8,027 | 821 | 0.05% | 0.05% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XPONANCE LLC | History | Reduced | 6,331 | 818 | 0.0% | 0.0% | 255 | -214 | -3.27% | Q3 2026 | Nov 03, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 7,813 | 799 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 7,720 | 790 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | No change | 7,612 | 784 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 7,648 | 783 | 0.13% | 0.13% | 259 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CIBC Asset Management Inc | History | Reduced | 5,945 | 768 | 0.0% | 0.0% | 260 | -585 | -8.96% | Q3 2026 | Nov 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,906 | 763 | 0.01% | 0.0% | 261 | +1,709 | 40.72% | Q3 2026 | Oct 08, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 5,742 | 742 | 0.23% | 0.18% | 262 | +40 | 0.7% | Q3 2026 | Oct 23, 2026 |
| Regal Investment Advisors LLC | History | No change | 7,252 | 742 | 0.04% | 0.04% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 7,217 | 738 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evergreen Wealth Management, LLC | History | No change | 7,198 | 737 | 0.35% | 0.35% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 5,684 | 735 | 0.03% | 0.02% | 266 | +1,113 | 24.35% | Q3 2026 | Oct 26, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 7,016 | 718 | 0.04% | 0.04% | 267 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,974 | 714 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 6,912 | 707 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 6,846 | 700 | 0.07% | 0.07% | 270 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NewEdge Advisors, LLC | History | No change | 6,753 | 691 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,635 | 679 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PensionDanmark Pensionsforsikringsaktieselskab | History | Added to | 5,226 | 675 | 0.01% | 0.0% | 274 | +1,900 | 57.13% | Q3 2026 | Oct 19, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 6,588 | 675 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,553 | 670 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 5,022 | 649 | 0.0% | 0.0% | 276 | -156 | -3.01% | Q3 2026 | Oct 20, 2026 |
| Bannerstone Capital Management, LLC | History | No change | 6,026 | 616 | 0.52% | 0.52% | 277 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,006 | 614 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 4,675 | 604 | 0.01% | 0.03% | 279 | -8,549 | -64.65% | Q3 2026 | Oct 16, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 5,847 | 598 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | New | 4,612 | 596 | 0.06% | — | 281 | +4,612 | New | Q3 2026 | Oct 28, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 4,600 | 594 | 0.0% | 0.01% | 282 | -3,400 | -42.5% | Q3 2026 | Nov 05, 2026 |
| Ariadne Wealth Management, LP | History | No change | 5,740 | 587 | 0.26% | 0.26% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MorganRosel Wealth Management, LLC | History | No change | 5,708 | 584 | 0.2% | 0.2% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 5,653 | 578 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 5,600 | 573 | 0.04% | 0.04% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 5,599 | 573 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HighTower Advisors, LLC | History | No change | 5,513 | 564 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 4,357 | 563 | 0.01% | 0.01% | 289 | +1,950 | 81.01% | Q3 2026 | Nov 02, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 5,495 | 562 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Edgestream Partners, L.P. | History | No change | 5,462 | 559 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Inspire Investing, LLC | History | Added to | 4,116 | 532 | 0.02% | 0.02% | 293 | +135 | 3.39% | Q3 2026 | Oct 22, 2026 |
| GROUP ONE TRADING LLC | History | No change | 5,200 | 532 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 4,045 | 523 | 0.01% | 0.0% | 294 | +1,310 | 47.9% | Q3 2026 | Oct 21, 2026 |
| Meriwether Wealth & Planning, LLC | History | No change | 4,050 | 523 | 0.24% | 0.21% | 295 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 4,003 | 517 | 0.0% | 0.0% | 296 | +1,174 | 41.5% | Q3 2026 | Oct 23, 2026 |
| GAMMA Investing LLC | History | Added to | 3,980 | 514 | 0.02% | 0.01% | 297 | +488 | 13.97% | Q3 2026 | Oct 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,029 | 514 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial River Investments, LLC | History | Reduced | 3,961 | 512 | 0.13% | 0.14% | 299 | -981 | -19.85% | Q3 2026 | Oct 19, 2026 |
| Guilbault Capital LLC | History | Reduced | 3,945 | 510 | 0.5% | 0.41% | 300 | -50 | -1.25% | Q3 2026 | Oct 28, 2026 |
| Quartz Partners, LLC | History | Added to | 3,888 | 502 | 0.15% | 0.13% | 301 | +12 | 0.31% | Q3 2026 | Nov 03, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Reduced | 3,868 | 500 | 0.03% | 0.02% | 302 | -240 | -5.84% | Q3 2026 | Nov 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,882 | 499 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Financial Network, Inc. | History | Added to | 3,809 | 492 | 0.01% | 0.01% | 305 | +3 | 0.08% | Q3 2026 | Oct 14, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 3,805 | 492 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Abel Hall, LLC | History | Added to | 3,768 | 487 | 0.09% | 0.07% | 306 | +64 | 1.73% | Q3 2026 | Oct 19, 2026 |
| Tactive Advisors, LLC | History | Reduced | 3,750 | 484 | 0.12% | 0.1% | 307 | -150 | -3.85% | Q3 2026 | Oct 08, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,725 | 483 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 3,701 | 478 | 0.15% | 0.13% | 309 | +9 | 0.24% | Q3 2026 | Nov 02, 2026 |
| TrinityBridge Ltd | History | Added to | 3,610 | 467 | 0.01% | 0.01% | 310 | +11 | 0.31% | Q3 2026 | Oct 30, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 3,575 | 462 | 0.01% | 0.01% | 311 | -556 | -13.46% | Q3 2026 | Oct 28, 2026 |
| BRIGHTON JONES LLC | History | Added to | 3,565 | 461 | 0.01% | 0.01% | 312 | +881 | 32.82% | Q3 2026 | Nov 03, 2026 |
| Brevan Howard Capital Management LP | History | No change | 4,387 | 449 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 3,461 | 447 | 0.01% | — | 314 | +3,461 | New | Q3 2026 | Oct 13, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | Reduced | 3,445 | 445 | 0.25% | 0.22% | 315 | -481 | -12.25% | Q3 2026 | Nov 03, 2026 |
| Brucke Financial, Inc. | History | Added to | 3,436 | 444 | 0.19% | 0.14% | 316 | +268 | 8.46% | Q3 2026 | Oct 23, 2026 |
| Savant Capital, LLC | History | No change | 4,315 | 443 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vident Advisory, LLC | History | No change | 4,293 | 439 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 4,235 | 434 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Empowered Funds, LLC | History | No change | 4,156 | 425 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qsemble Capital Management, LP | History | No change | 4,139 | 423 | 0.05% | 0.05% | 321 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 3,191 | 422 | 0.01% | 0.01% | 322 | -334 | -9.48% | Q3 2026 | Oct 30, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 4,091 | 418 | 0.11% | 0.11% | 323 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 3,221 | 416 | 0.11% | 0.09% | 324 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 3,170 | 409 | 0.07% | 0.05% | 325 | -41 | -1.28% | Q3 2026 | Oct 27, 2026 |
| Centiva Capital, LP | History | No change | 3,907 | 400 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TCFG Investment Advisors, LLC | History | Reduced | 3,078 | 398 | 0.14% | 0.12% | 327 | -300 | -8.88% | Q3 2026 | Oct 20, 2026 |
| CHOREO, LLC | History | Added to | 3,035 | 392 | 0.0% | 0.0% | 328 | +57 | 1.91% | Q3 2026 | Oct 28, 2026 |
| Park Capital Management, LLC / WI | History | New | 3,015 | 389 | 0.2% | — | 329 | +3,015 | New | Q3 2026 | Oct 13, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 3,771 | 386 | 0.02% | 0.02% | 330 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 3,771 | 386 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Equitable Holdings, Inc. | History | No change | 3,692 | 378 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFP Advisors, Inc | History | Added to | 2,909 | 376 | 0.01% | 0.0% | 333 | +974 | 50.34% | Q3 2026 | Oct 16, 2026 |
| Bayforest Capital Ltd | History | Reduced | 2,864 | 370 | 0.55% | 0.34% | 334 | -778 | -21.36% | Q3 2026 | Nov 03, 2026 |
| Triumph Capital Management | History | Added to | 2,846 | 368 | 0.06% | 0.05% | 335 | +100 | 3.64% | Q3 2026 | Oct 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 3,594 | 367 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,530 | 361 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 3,439 | 352 | 0.02% | 0.02% | 338 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,378 | 345 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DnB Asset Management AS | History | No change | 3,366 | 344 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 3,309 | 338 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 3,260 | 333 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 3,222 | 329 | 0.08% | 0.08% | 343 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lifetime Wealth Management P.C. | History | No change | 2,544 | 329 | 0.2% | 0.15% | 344 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Arax Advisory Partners | History | No change | 3,192 | 326 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Virtu Financial LLC | History | No change | 3,178 | 325 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 2,507 | 324 | 0.07% | 0.06% | 347 | +94 | 3.9% | Q3 2026 | Oct 13, 2026 |
| PFG Investments, LLC | History | No change | 3,110 | 318 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 2,428 | 313 | 0.03% | 0.03% | 349 | -421 | -14.78% | Q3 2026 | Oct 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,342 | 303 | 0.0% | 0.0% | 350 | +139 | 6.31% | Q3 2026 | Oct 26, 2026 |
| Pallas Capital Advisors LLC | History | No change | 2,964 | 303 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 2,328 | 301 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 2,319 | 299 | 0.01% | 0.01% | 353 | -595 | -20.42% | Q3 2026 | Nov 04, 2026 |
| Snowden Capital Advisors LLC | History | No change | 2,879 | 294 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 2,746 | 281 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SteelPeak Wealth, LLC | History | New | 2,131 | 275 | 0.01% | — | 356 | +2,131 | New | Q3 2026 | Oct 16, 2026 |
| KBC Group NV | History | No change | 2,116 | 274 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 2,106 | 272 | 0.0% | 0.0% | 358 | -45 | -2.09% | Q3 2026 | Oct 27, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 2,100 | 271 | 0.0% | 0.0% | 359 | -19,765 | -90.4% | Q3 2026 | Nov 04, 2026 |
| Strategic Blueprint, LLC | History | Added to | 2,062 | 266 | 0.01% | 0.01% | 360 | +27 | 1.33% | Q3 2026 | Oct 22, 2026 |
| Nykredit A/S | History | No change | 2,603 | 266 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 2,597 | 265 | 0.04% | 0.04% | 362 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 2,036 | 263 | 0.03% | 0.02% | 363 | -210 | -9.35% | Q3 2026 | Oct 14, 2026 |
| Busey Bank | History | No change | 2,033 | 262 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 2,552 | 261 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GWN SECURITIES INC. | History | No change | 2,513 | 257 | 0.04% | 0.04% | 366 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 1,968 | 254 | 0.0% | 0.0% | 367 | -847 | -30.09% | Q3 2026 | Oct 13, 2026 |
| Paragon Capital Management Ltd | History | No change | 1,970 | 254 | 0.05% | 0.04% | 368 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,462 | 252 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 2,466 | 252 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 2,405 | 252 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Commonwealth Financial Services, LLC | History | New | 1,937 | 250 | 0.04% | — | 372 | +1,937 | New | Q3 2026 | Oct 20, 2026 |
| Saxony Capital Management, LLC | History | New | 1,930 | 249 | 0.1% | — | 373 | +1,930 | New | Q3 2026 | Oct 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 1,923 | 248 | 0.0% | — | 375 | +1,923 | New | Q3 2026 | Nov 04, 2026 |
| Facet Wealth, Inc. | History | Reduced | 1,921 | 248 | 0.0% | 0.0% | 374 | -79 | -3.95% | Q3 2026 | Nov 04, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 1,834 | 237 | 0.01% | 0.0% | 376 | -1,154 | -38.62% | Q3 2026 | Oct 21, 2026 |
| Brookstone Capital Management | History | New | 1,820 | 235 | 0.0% | — | 377 | +1,820 | New | Q3 2026 | Oct 22, 2026 |
| Occidental Asset Management, LLC | History | New | 1,757 | 227 | 0.02% | — | 378 | +1,757 | New | Q3 2026 | Nov 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,124 | 226 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | New | 1,732 | 224 | 0.0% | — | 380 | +1,732 | New | Q3 2026 | Nov 04, 2026 |
| VestGen Advisors, LLC | History | New | 1,727 | 223 | 0.01% | — | 382 | +1,727 | New | Q3 2026 | Oct 27, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 2,179 | 223 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 1,716 | 221 | 0.0% | — | 383 | +1,716 | New | Q3 2026 | Oct 13, 2026 |
| Horizon Investments, LLC | History | No change | 2,154 | 220 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FJ Capital Management LLC | History | No change | 2,148 | 219 | 0.03% | 0.03% | 385 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisor Resource Council | History | New | 1,634 | 218 | 0.07% | — | 387 | +1,634 | New | Q3 2026 | Nov 05, 2026 |
| R Squared Ltd | History | No change | 2,134 | 218 | 0.11% | 0.11% | 386 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 2,103 | 215 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 2,106 | 215 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,093 | 214 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PDS Planning, Inc | History | New | 1,632 | 211 | 0.01% | — | 393 | +1,632 | New | Q3 2026 | Nov 03, 2026 |
| Arkadios Wealth Advisors | History | No change | 2,070 | 211 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,068 | 211 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Evelyn Partners Group Ltd | History | No change | 2,054 | 210 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,049 | 209 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fieldview Capital Management, LLC | History | No change | 2,033 | 208 | 0.06% | 0.06% | 396 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,995 | 204 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,571 | 203 | 0.02% | 0.01% | 398 | +35 | 2.28% | Q3 2026 | Oct 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,386 | 179 | 0.01% | 0.0% | 400 | +400 | 40.57% | Q3 2026 | Oct 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,749 | 179 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | Added to | 1,343 | 173 | 0.03% | 0.0% | 401 | +1,212 | 925.19% | Q3 2026 | Oct 14, 2026 |
| Fulcrum Asset Management LLP | History | Reduced | 1,282 | 168 | 0.01% | 0.02% | 402 | -286 | -18.24% | Q3 2026 | Nov 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,269 | 164 | 0.01% | 0.0% | 403 | +438 | 52.71% | Q3 2026 | Nov 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,258 | 162 | 0.0% | 0.0% | 404 | +853 | 210.62% | Q3 2026 | Nov 03, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,258 | 162 | 0.01% | 0.01% | 405 | +15 | 1.21% | Q3 2026 | Oct 01, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,552 | 158 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,490 | 152 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,069 | 138 | 0.01% | 0.01% | 408 | -50 | -4.47% | Q3 2026 | Oct 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 1,060 | 137 | 0.0% | 0.0% | 409 | +21 | 2.02% | Q3 2026 | Oct 22, 2026 |
| Hamilton Capital Partners Inc. | History | No change | 1,337 | 136 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 1,250 | 127 | 0.03% | 0.03% | 411 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,156 | 118 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,083 | 110 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,020 | 104 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Next Level Wealth Planning, LLC | History | New | 799 | 103 | 0.04% | — | 415 | +799 | New | Q3 2026 | Oct 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 963 | 99 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 953 | 97 | 0.04% | 0.04% | 417 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 700 | 90 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Davis Capital Management | History | No change | 670 | 86 | 0.05% | 0.04% | 419 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 584 | 75 | 0.01% | 0.0% | 420 | +384 | 192.0% | Q3 2026 | Oct 26, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 575 | 74 | 0.01% | 0.0% | 421 | +63 | 12.3% | Q3 2026 | Oct 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 678 | 71 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 690 | 70 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacer Advisors, Inc. | History | No change | 679 | 70 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 468 | 60 | 0.0% | — | 426 | +468 | New | Q3 2026 | Oct 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 466 | 60 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 573 | 58 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | No change | 575 | 58 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 564 | 57 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Forum Finance Group S.A. | History | No change | 650 | 54 | 0.02% | 0.02% | 430 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 400 | 51 | 0.0% | 0.0% | 431 | -25 | -5.88% | Q3 2026 | Oct 26, 2026 |
| Blue Trust, Inc. | History | Reduced | 385 | 49 | 0.0% | 0.0% | 432 | -37 | -8.77% | Q3 2026 | Oct 15, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 468 | 47 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Equity Partners, LLC | History | No change | 360 | 46 | 0.02% | 0.02% | 434 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| UMB Bank, n.a. | History | No change | 423 | 43 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 338 | 43 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 312 | 40 | 0.0% | 0.0% | 437 | -16 | -4.88% | Q3 2026 | Oct 22, 2026 |
| Employees Retirement System of Texas | History | No change | 375 | 38 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 326 | 33 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 317 | 32 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | No change | 253 | 32 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 298 | 30 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 229 | 29 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 229 | 29 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 217 | 28 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 207 | 26 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 187 | 24 | 0.0% | 0.0% | 447 | -10 | -5.08% | Q3 2026 | Oct 21, 2026 |
| Rakuten Securities, Inc. | History | Added to | 181 | 23 | 0.01% | — | 448 | +180 | 18000.0% | Q3 2026 | Nov 02, 2026 |
| True Wealth Design, LLC | History | Added to | 172 | 22 | 0.01% | 0.0% | 449 | +30 | 21.13% | Q3 2026 | Oct 13, 2026 |
| EFG International AG | History | No change | 200 | 20 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 153 | 19 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| JPL Wealth Management, LLC | History | No change | 195 | 19 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 141 | 18 | 0.0% | 0.0% | 453 | +64 | 83.12% | Q3 2026 | Nov 04, 2026 |
| WealthCollab, LLC | History | No change | 174 | 17 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 117 | 15 | 0.0% | — | 456 | +117 | New | Q3 2026 | Oct 30, 2026 |
| Private Wealth Management Group, LLC | History | No change | 122 | 15 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Larson Financial Group LLC | History | Added to | 101 | 13 | 0.0% | 0.0% | 459 | +10 | 10.99% | Q3 2026 | Nov 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 130 | 13 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 105 | 13 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 130 | 13 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 136 | 13 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 95 | 12 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 125 | 12 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Reduced | 87 | 11 | 0.01% | 0.01% | 465 | -89 | -50.57% | Q3 2026 | Oct 30, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 89 | 11 | 0.0% | 0.0% | 464 | +23 | 34.85% | Q3 2026 | Oct 27, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 84 | 10 | 0.0% | — | 472 | +84 | New | Q3 2026 | Nov 05, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 85 | 10 | 0.0% | 0.0% | 468 | +25 | 41.67% | Q3 2026 | Nov 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 102 | 10 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 10 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 103 | 10 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 103 | 10 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 80 | 10 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| MATHER GROUP, LLC. | History | Added to | 75 | 9 | 0.0% | 0.0% | 473 | +30 | 66.67% | Q3 2026 | Oct 14, 2026 |
| CVA Family Office, LLC | History | No change | 94 | 9 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kilter Group LLC | History | No change | 96 | 9 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | Reduced | 69 | 8 | 0.0% | 0.0% | 476 | -5 | -6.76% | Q3 2026 | Nov 05, 2026 |
| Clark Wealth Partners | History | New | 58 | 7 | 0.0% | — | 479 | +58 | New | Q3 2026 | Oct 16, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 59 | 7 | 0.0% | 0.0% | 478 | +32 | 118.52% | Q3 2026 | Oct 27, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 76 | 7 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 66 | 6 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| High Note Wealth, LLC | History | No change | 47 | 6 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 56 | 5 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 53 | 5 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 40 | 5 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Quarry LP | History | No change | 53 | 5 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dogwood Wealth Management LLC | History | No change | 55 | 5 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| UMB Private Wealth Management, LLC | History | New | 32 | 4 | 0.0% | — | 488 | +32 | New | Q3 2026 | Oct 19, 2026 |
| Sachetta, LLC | History | No change | 46 | 4 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ascentis Wealth Management, LLC | History | New | 25 | 3 | 0.0% | — | 492 | +25 | New | Q3 2026 | Nov 03, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 32 | 3 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 30 | 3 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Torren Management, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Elyxium Wealth, LLC | History | New | 22 | 2 | 0.0% | — | 501 | +22 | New | Q3 2026 | Oct 27, 2026 |
| Hughes Financial Services, LLC | History | Added to | 15 | 2 | 0.0% | 0.0% | 498 | +5 | 50.0% | Q3 2026 | Oct 30, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 20 | 2 | 0.0% | 0.0% | 494 | +3 | 17.65% | Q3 2026 | Nov 03, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 16 | 2 | 0.0% | 0.0% | 500 | +3 | 23.08% | Q3 2026 | Nov 05, 2026 |
| Bogart Wealth, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 18 | 2 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Rialto Wealth Management, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 14 | 1 | 0.0% | — | 512 | +14 | New | Q3 2026 | Oct 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 11 | 1 | 0.0% | — | 511 | +11 | New | Q3 2026 | Oct 23, 2026 |
| Noble Wealth Management PBC | History | Added to | 13 | 1 | 0.0% | — | 505 | +9 | 225.0% | Q3 2026 | Oct 01, 2026 |
| Livelsberger Financial Advisory | History | New | 9 | 1 | 0.01% | — | 513 | +9 | New | Q3 2026 | Oct 27, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 11 | 1 | 0.0% | — | 506 | +2 | 22.22% | Q3 2026 | Oct 09, 2026 |
| BOKF, NA | History | No change | 15 | 1 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 15 | 1 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Ankerstar Wealth, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ares Financial Consulting, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Cornerstone Financial Management LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| BAYBAN | History | No change | 10 | 1 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| RWC Asset Management LLP | History | Closed out | 0 | 0 | — | 0.23% | — | -58,510 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Wellington Shields & Co., LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -11,816 | -100.0% | Q3 2026 | Nov 03, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.03% | — | -5,092 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Leonteq Securities AG | History | Reduced | 7 | 0 | — | 0.02% | — | -4,993 | -99.86% | Q3 2026 | Oct 29, 2026 |
| Candriam S.C.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,166 | -100.0% | Q3 2026 | Nov 03, 2026 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.05% | — | -2,770 | -100.0% | Q3 2026 | Nov 03, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,675 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Prosperitas Financial LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,091 | -100.0% | Q3 2026 | Oct 28, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,980 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Wellington Shields Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Compagnie Lombard Odier SCmA | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2026 | Oct 16, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Nov 03, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 23, 2026 |
| Manchester Capital Management LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q3 2026 | Oct 22, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 23, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q3 2026 | Oct 27, 2026 |
| Signature Resources Capital Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 16, 2026 |
| RHL GROUP, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 03, 2026 |
| US BANCORP \DE\ | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Evolution Advisers, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abound Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Accordant Advisory Group Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Fairman Group, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| LRI Investments, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| James T. Borello RIA | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |