KADANT INC - KAI
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 | 1,798,699 | 565,205 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,075,244 | 337,874 | 1.05% | 1.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WASATCH ADVISORS LP | History | Added to | 876,946 | 229,338 | 1.7% | 1.79% | 3 | +8,250 | 0.95% | Q3 2026 | Oct 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 710,867 | 223,375 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 532,346 | 167,279 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 482,921 | 151,741 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Capital International Investors | History | No change | 454,554 | 142,834 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 348,784 | 109,599 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 343,896 | 108,079 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 317,583 | 99,794 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 288,432 | 90,633 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 323,107 | 84,504 | 0.02% | 0.02% | 12 | +35,863 | 12.49% | Q3 2026 | Nov 04, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 265,709 | 83,493 | 0.67% | 0.67% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital World Investors | History | No change | 253,815 | 79,756 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 211,370 | 66,419 | 0.1% | 0.1% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grandeur Peak Global Advisors, LLC | History | No change | 211,036 | 66,313 | 15.35% | 15.35% | 16 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 194,573 | 61,140 | 1.71% | 1.71% | 17 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BROWN ADVISORY INC | History | No change | 158,366 | 49,763 | 0.08% | 0.08% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 152,296 | 47,857 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 151,837 | 47,711 | 0.21% | 0.21% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 148,074 | 46,529 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 137,453 | 43,191 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 129,451 | 40,677 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 108,550 | 36,435 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 108,182 | 33,994 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Champlain Investment Partners, LLC | History | No change | 107,316 | 33,721 | 0.87% | 0.87% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORGES BANK | History | No change | 106,160 | 33,358 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 101,929 | 32,029 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Select Equity Group, L.P. | History | No change | 101,551 | 31,910 | 0.16% | 0.16% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Conestoga Capital Advisors, LLC | History | Reduced | 121,198 | 31,695 | 0.96% | 1.03% | 30 | -29,067 | -19.34% | Q3 2026 | Nov 02, 2026 |
| FMR LLC | History | No change | 96,452 | 30,308 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 91,568 | 28,773 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 85,061 | 26,728 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 83,910 | 26,366 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 82,496 | 25,922 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | No change | 81,720 | 25,678 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 79,583 | 25,007 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 65,015 | 20,458 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 63,299 | 19,891 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 63,275 | 19,882 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 61,794 | 19,418 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| DUDLEY & SHANLEY, INC. | History | Reduced | 72,782 | 19,033 | 3.03% | 3.59% | 42 | -2,953 | -3.9% | Q3 2026 | Oct 06, 2026 |
| Curi Capital, LLC | History | No change | 56,835 | 17,859 | 0.28% | 0.28% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 55,038 | 17,294 | 0.08% | 0.08% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 53,288 | 16,744 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 60,287 | 15,766 | 0.01% | 0.01% | 46 | +7,905 | 15.09% | Q3 2026 | Nov 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 50,083 | 15,737 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | History | No change | 48,681 | 15,297 | 2.06% | 2.06% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 57,226 | 14,965 | 0.01% | 0.01% | 49 | -512 | -0.89% | Q3 2026 | Nov 02, 2026 |
| DF DENT & CO INC | History | No change | 46,558 | 14,629 | 0.28% | 0.28% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 52,259 | 13,666 | 0.01% | 0.02% | 51 | -2,403 | -4.4% | Q3 2026 | Nov 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 42,974 | 13,654 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 41,781 | 13,128 | 0.09% | 0.09% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 40,569 | 12,747 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aberdeen Group plc | History | No change | 39,700 | 12,474 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BESSEMER GROUP INC | History | No change | 38,412 | 12,070 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 34,107 | 10,717 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 32,525 | 10,220 | 0.19% | 0.19% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 30,769 | 9,668 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | No change | 30,198 | 9,489 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 30,161 | 9,477 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 29,800 | 9,364 | 0.25% | 0.25% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EULAV Asset Management | History | No change | 35,800 | 9,362 | 0.34% | 0.36% | 63 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 29,726 | 9,340 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ProShare Advisors LLC | History | Added to | 33,709 | 8,815 | 0.01% | 0.01% | 65 | +8,895 | 35.85% | Q3 2026 | Oct 28, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 27,553 | 8,657 | 0.36% | 0.36% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 26,969 | 8,474 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 23,720 | 7,453 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 27,529 | 7,199 | 0.08% | 0.08% | 69 | +2,571 | 10.3% | Q3 2026 | Oct 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 22,669 | 7,123 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 21,891 | 6,878 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 21,530 | 5,673 | 0.01% | 0.02% | 72 | -23,502 | -52.19% | Q3 2026 | Nov 04, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 15,881 | 4,990 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 15,186 | 4,771 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 18,180 | 4,754 | 0.04% | 0.05% | 75 | +1,587 | 9.56% | Q3 2026 | Oct 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 15,624 | 4,567 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 13,989 | 4,395 | 0.09% | 0.09% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 13,776 | 4,328 | 0.29% | 0.29% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 13,735 | 4,315 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 13,713 | 4,309 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 13,305 | 4,180 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 12,521 | 3,934 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 12,511 | 3,931 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 12,261 | 3,852 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 12,179 | 3,827 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 14,540 | 3,802 | 0.08% | 0.1% | 86 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Added to | 13,533 | 3,539 | 0.58% | 0.57% | 87 | +2,069 | 18.05% | Q3 2026 | Oct 29, 2026 |
| Jupiter Topco LLC | History | No change | 11,085 | 3,488 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clean Yield Group | History | Added to | 12,750 | 3,334 | 0.81% | 0.99% | 89 | +114 | 0.9% | Q3 2026 | Oct 28, 2026 |
| Man Group plc | History | No change | 10,309 | 3,239 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 10,296 | 3,235 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 12,150 | 3,177 | 0.12% | 0.14% | 92 | -116 | -0.95% | Q3 2026 | Oct 15, 2026 |
| Creative Planning | History | Added to | 11,902 | 3,112 | 0.0% | 0.0% | 93 | +2,726 | 29.71% | Q3 2026 | Nov 02, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 9,658 | 3,036 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Holocene Advisors, LP | History | No change | 9,185 | 2,886 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 9,180 | 2,884 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Erste Asset Management GmbH | History | No change | 8,589 | 2,694 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Numerai GP LLC | History | No change | 8,166 | 2,566 | 0.21% | 0.21% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 7,943 | 2,495 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 7,754 | 2,437 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Achmea Investment Management B.V. | History | New | 9,206 | 2,409 | 0.02% | — | 101 | +9,206 | New | Q3 2026 | Oct 30, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 7,613 | 2,392 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 7,411 | 2,328 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 7,372 | 2,316 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 7,135 | 2,243 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 7,120 | 2,237 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 6,731 | 2,115 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DekaBank Deutsche Girozentrale | History | Reduced | 7,983 | 2,113 | 0.0% | 0.01% | 108 | -15,517 | -66.03% | Q3 2026 | Oct 27, 2026 |
| Main Management ETF Advisors, LLC | History | No change | 6,488 | 2,039 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 6,442 | 2,024 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 6,362 | 1,999 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 6,198 | 1,944 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,948 | 1,869 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 7,041 | 1,841 | 0.15% | 0.16% | 114 | +630 | 9.83% | Q3 2026 | Oct 19, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 5,834 | 1,833 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 5,618 | 1,765 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 5,537 | 1,739 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 5,043 | 1,584 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Zhang Financial LLC | History | No change | 4,926 | 1,547 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 4,712 | 1,480 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 4,600 | 1,445 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 4,592 | 1,442 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,572 | 1,436 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 4,404 | 1,383 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,299 | 1,350 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | No change | 4,246 | 1,334 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 4,231 | 1,329 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 5,000 | 1,307 | 0.02% | 0.02% | 128 | -200 | -3.85% | Q3 2026 | Oct 20, 2026 |
| Atria Investments, Inc | History | Added to | 4,755 | 1,243 | 0.01% | 0.01% | 129 | +19 | 0.4% | Q3 2026 | Oct 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,844 | 1,207 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wakefield Asset Management LLLP | History | No change | 3,761 | 1,181 | 0.27% | 0.27% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 3,576 | 1,123 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,547 | 1,114 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cetera Investment Advisers | History | No change | 3,536 | 1,111 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversified Trust Co | History | No change | 3,509 | 1,102 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Russell Investments Group, Ltd. | History | No change | 3,490 | 1,096 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 3,409 | 1,071 | 0.07% | 0.07% | 137 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BARCLAYS PLC | History | No change | 3,390 | 1,065 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 3,357 | 1,054 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 3,239 | 1,017 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 2,954 | 928 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,937 | 922 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,906 | 913 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 2,889 | 907 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 2,850 | 895 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 2,820 | 886 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 2,777 | 872 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arizona State Retirement System | History | Added to | 3,327 | 870 | 0.0% | 0.01% | 148 | +69 | 2.12% | Q3 2026 | Nov 03, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 2,727 | 856 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,717 | 853 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 2,713 | 852 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 2,660 | 835 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 3,067 | 802 | 0.01% | 0.01% | 154 | -125 | -3.92% | Q3 2026 | Oct 22, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,067 | 802 | 0.01% | 0.01% | 153 | -110 | -3.46% | Q3 2026 | Oct 23, 2026 |
| Vancity Investment Management Ltd | History | No change | 2,458 | 772 | 0.12% | 0.12% | 155 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Tidal Investments LLC | History | No change | 2,454 | 771 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,917 | 762 | 0.0% | 0.0% | 157 | +46 | 1.6% | Q3 2026 | Oct 20, 2026 |
| M&T BANK CORP | History | No change | 2,358 | 741 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 2,324 | 730 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 2,782 | 727 | 0.0% | 0.0% | 160 | -18 | -0.64% | Q3 2026 | Nov 03, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 2,708 | 708 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 2,649 | 692 | 0.01% | 0.01% | 162 | -45 | -1.67% | Q3 2026 | Oct 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 2,112 | 663 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 2,476 | 646 | 0.01% | 0.01% | 164 | -1,413 | -36.33% | Q3 2026 | Oct 15, 2026 |
| Inspire Investing, LLC | History | Added to | 2,416 | 631 | 0.03% | 0.03% | 165 | +257 | 11.9% | Q3 2026 | Oct 22, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 1,951 | 613 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 2,203 | 576 | 0.06% | 0.07% | 167 | -150 | -6.37% | Q3 2026 | Oct 16, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,726 | 542 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,702 | 534 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | No change | 1,693 | 531 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,675 | 526 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,669 | 524 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,666 | 523 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SummitTX Capital, L.P. | History | No change | 1,650 | 518 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 1,582 | 497 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,553 | 488 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bridgewater Associates, LP | History | No change | 1,532 | 481 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,516 | 476 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impact Capital Partners LLC | History | Added to | 1,816 | 474 | 0.13% | 0.15% | 179 | +65 | 3.71% | Q3 2026 | Oct 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 1,785 | 466 | 0.0% | 0.0% | 180 | -29 | -1.6% | Q3 2026 | Oct 16, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 1,471 | 462 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EntryPoint Capital, LLC | History | No change | 1,460 | 458 | 0.11% | 0.11% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Grove Partners LP | History | No change | 1,459 | 458 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,347 | 423 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Wyoming | History | Reduced | 1,589 | 415 | 0.03% | 0.07% | 185 | -652 | -29.09% | Q3 2026 | Oct 28, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 1,518 | 396 | 0.03% | 0.08% | 186 | -608 | -28.6% | Q3 2026 | Oct 15, 2026 |
| LaFleur & Godfrey LLC | History | Reduced | 1,490 | 389 | 0.05% | 0.09% | 187 | -888 | -37.34% | Q3 2026 | Oct 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,197 | 376 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 1,425 | 372 | 0.25% | 0.27% | 189 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 1,361 | 355 | 0.0% | 0.0% | 190 | +5 | 0.37% | Q3 2026 | Oct 27, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 1,348 | 352 | 0.0% | 0.0% | 191 | -4 | -0.3% | Q3 2026 | Oct 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,091 | 342 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEAK6 LLC | History | No change | 1,088 | 341 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 1,109 | 324 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantum Private Wealth, LLC | History | Reduced | 1,220 | 319 | 0.08% | 0.1% | 196 | -9 | -0.73% | Q3 2026 | Oct 20, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,016 | 319 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XPONANCE LLC | History | Reduced | 1,161 | 303 | 0.0% | 0.0% | 197 | -35 | -2.93% | Q3 2026 | Nov 03, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 962 | 302 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,106 | 289 | 0.02% | 0.03% | 199 | -189 | -14.59% | Q3 2026 | Oct 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 921 | 289 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacer Advisors, Inc. | History | No change | 918 | 288 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | New | 1,084 | 283 | 0.01% | — | 202 | +1,084 | New | Q3 2026 | Oct 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 893 | 281 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Squarepoint Ops LLC | History | No change | 885 | 278 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farringdon Capital, Ltd. | History | No change | 876 | 275 | 0.14% | 0.14% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 863 | 271 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Axxion S.A. | History | Added to | 1,030 | 269 | 0.02% | 0.02% | 207 | +112 | 12.2% | Q3 2026 | Oct 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 850 | 267 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 847 | 266 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MidFirst Bank | History | No change | 838 | 263 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 836 | 262 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hardy Reed LLC | History | No change | 815 | 256 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 946 | 246 | 0.0% | 0.0% | 213 | +95 | 11.16% | Q3 2026 | Oct 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 910 | 237 | 0.01% | 0.01% | 214 | -10 | -1.09% | Q3 2026 | Oct 22, 2026 |
| Voya Financial Advisors, Inc. | History | No change | 754 | 236 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 898 | 234 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| LANARK FINANCIAL, INC. | History | New | 892 | 233 | 0.02% | — | 217 | +892 | New | Q3 2026 | Oct 26, 2026 |
| CIBC Asset Management Inc | History | No change | 725 | 227 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 683 | 221 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 705 | 221 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 698 | 219 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Corient Private Wealth LP | History | No change | 699 | 219 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | No change | 825 | 215 | 0.08% | 0.1% | 223 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| HOWE & RUSLING INC | History | No change | 671 | 210 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 800 | 209 | 0.0% | 0.0% | 225 | -360 | -31.03% | Q3 2026 | Oct 28, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 793 | 207 | 0.0% | 0.0% | 226 | -33 | -4.0% | Q3 2026 | Oct 23, 2026 |
| GAMMA Investing LLC | History | Added to | 786 | 205 | 0.01% | 0.01% | 227 | +233 | 42.13% | Q3 2026 | Oct 08, 2026 |
| DnB Asset Management AS | History | No change | 643 | 202 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RWC Asset Management LLP | History | Added to | 771 | 201 | 0.01% | 0.01% | 229 | +25 | 3.35% | Q3 2026 | Oct 22, 2026 |
| Nykredit A/S | History | No change | 574 | 180 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| US BANCORP \DE\ | History | No change | 525 | 164 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 579 | 151 | 0.0% | 0.01% | 232 | -361 | -38.4% | Q3 2026 | Oct 20, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 439 | 137 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 427 | 134 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 421 | 132 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 478 | 127 | 0.1% | 0.12% | 236 | -10 | -2.05% | Q3 2026 | Oct 29, 2026 |
| Premier Fund Managers Ltd | History | No change | 472 | 126 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| WHITTIER TRUST CO | History | No change | 379 | 118 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 368 | 115 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | No change | 405 | 106 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BOKF, NA | History | No change | 400 | 104 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 332 | 104 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Added to | 397 | 103 | 0.0% | 0.0% | 243 | +355 | 845.24% | Q3 2026 | Oct 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 321 | 100 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALTA CAPITAL MANAGEMENT LLC/ | History | New | 369 | 96 | 0.01% | — | 245 | +369 | New | Q3 2026 | Oct 26, 2026 |
| Pflug Koory, LLC | History | No change | 250 | 65 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Hilltop National Bank | History | No change | 235 | 61 | 0.01% | 0.02% | 247 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Park Place Capital Corp | History | No change | 171 | 53 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacies Wealth LLC | History | New | 186 | 48 | 0.03% | — | 249 | +186 | New | Q3 2026 | Nov 02, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 127 | 39 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | No change | 122 | 38 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 110 | 34 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 130 | 33 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Quantbot Technologies LP | History | No change | 106 | 33 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 105 | 32 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 105 | 32 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | New | 120 | 31 | 0.0% | — | 257 | +120 | New | Q3 2026 | Oct 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 115 | 30 | 0.0% | 0.0% | 258 | -50 | -30.3% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 106 | 27 | 0.0% | 0.0% | 259 | -7 | -6.19% | Q3 2026 | Oct 08, 2026 |
| STRS OHIO | History | Reduced | 100 | 26 | 0.0% | 0.0% | 260 | -100 | -50.0% | Q3 2026 | Oct 30, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 99 | 26 | 0.0% | 0.0% | 261 | +47 | 90.38% | Q3 2026 | Oct 22, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 101 | 26 | 0.0% | 0.0% | 262 | -8 | -7.34% | Q3 2026 | Oct 29, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 80 | 25 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 78 | 20 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Quent Capital, LLC | History | No change | 64 | 20 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 62 | 19 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Co / SC | History | No change | 63 | 19 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UMB Bank, n.a. | History | No change | 50 | 15 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 50 | 13 | 0.0% | 0.0% | 269 | -41 | -45.05% | Q3 2026 | Oct 26, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 51 | 13 | 0.0% | 0.0% | 270 | -15 | -22.73% | Q3 2026 | Oct 23, 2026 |
| Key FInancial Inc | History | No change | 52 | 13 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 41 | 12 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 40 | 12 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Guardian Partners Inc. | History | No change | 40 | 10 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ascentis Independent Advisors | History | New | 37 | 9 | 0.0% | — | 277 | +37 | New | Q3 2026 | Nov 03, 2026 |
| Bare Financial Services, Inc | History | Reduced | 35 | 9 | 0.0% | 0.0% | 276 | -2 | -5.41% | Q3 2026 | Nov 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 31 | 9 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 34 | 8 | 0.0% | 0.01% | 279 | -163 | -82.74% | Q3 2026 | Oct 27, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 26 | 8 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | New | 28 | 7 | 0.0% | — | 281 | +28 | New | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 28 | 7 | 0.0% | 0.0% | 280 | +1 | 3.7% | Q3 2026 | Nov 04, 2026 |
| DANSKE BANK A/S | History | No change | 20 | 6 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 22 | 6 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 20 | 6 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 25 | 6 | 0.0% | 0.01% | 285 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 20 | 5 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 17 | 5 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 16 | 4 | 0.0% | — | 290 | +16 | New | Q3 2026 | Oct 16, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 13 | 4 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 14 | 4 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 12 | 3 | 0.0% | 0.0% | 291 | +2 | 20.0% | Q3 2026 | Oct 28, 2026 |
| CVA Family Office, LLC | History | No change | 11 | 3 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 15 | 3 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 12 | 3 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Dogwood Wealth Management LLC | History | No change | 10 | 3 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Versant Capital Management, Inc | History | Reduced | 11 | 2 | 0.0% | 0.0% | 302 | -43 | -79.63% | Q3 2026 | Oct 01, 2026 |
| GK Wealth Management LLC | History | New | 8 | 2 | 0.0% | — | 303 | +8 | New | Q3 2026 | Oct 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 11 | 2 | 0.0% | 0.0% | 298 | +5 | 83.33% | Q3 2026 | Oct 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 9 | 2 | 0.0% | 0.0% | 297 | +2 | 28.57% | Q3 2026 | Oct 05, 2026 |
| MATHER GROUP, LLC. | History | Added to | 11 | 2 | 0.0% | 0.0% | 300 | +1 | 10.0% | Q3 2026 | Oct 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 10 | 2 | 0.0% | 0.0% | 301 | -1 | -9.09% | Q3 2026 | Nov 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 4 | 1 | 0.0% | 0.0% | 313 | -65 | -94.2% | Q3 2026 | Oct 29, 2026 |
| ASSETMARK, INC | History | Reduced | 7 | 1 | 0.0% | 0.0% | 304 | -24 | -77.42% | Q3 2026 | Oct 21, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 4 | 1 | 0.0% | — | 316 | +4 | New | Q3 2026 | Oct 29, 2026 |
| Ascentis Wealth Management, LLC | History | New | 4 | 1 | 0.0% | — | 317 | +4 | New | Q3 2026 | Nov 03, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 4 | 1 | 0.0% | — | 307 | +3 | 300.0% | Q3 2026 | Oct 20, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 5 | 1 | 0.0% | — | 310 | +3 | 150.0% | Q3 2026 | Oct 26, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 5 | 1 | 0.0% | — | 309 | +2 | 66.67% | Q3 2026 | Oct 28, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 5 | 1 | 0.0% | — | 312 | +2 | 66.67% | Q3 2026 | Oct 27, 2026 |
| Anchor Investment Management, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Bogart Wealth, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Westfuller Advisors, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 4 | 1 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,323 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Trust Point Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -865 | -100.0% | Q3 2026 | Oct 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -810 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.22% | — | -769 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Penobscot Investment Management Company, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -750 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -710 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -673 | -100.0% | Q3 2026 | Nov 02, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Closed out | 0 | 0 | — | 0.02% | — | -663 | -100.0% | Q3 2026 | Oct 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 30, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q3 2026 | Oct 16, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q3 2026 | Oct 15, 2026 |
| Covestor Ltd | History | Reduced | 1 | 0 | — | 0.0% | — | -1 | -50.0% | Q3 2026 | Oct 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q3 2026 | Oct 09, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 23, 2026 |
| Signature Equity Partners, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 29, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 30, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Larson Financial Group LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Davis Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Evolution Advisers, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ankerstar Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BFC Planning, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |