KB Financial Group Inc. - KB
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 | Added to | 2,503,247 | 262,740 | 0.0% | 0.0% | 1 | +296,483 | 13.44% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,403,383 | 252,171 | 0.05% | 0.05% | 2 | -106,406 | -4.24% | Q2 2026 | Aug 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 1,498,937 | 157,328 | 0.24% | 0.24% | 3 | +41,400 | 2.84% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,395,373 | 146,458 | 0.01% | 0.01% | 4 | +244,012 | 21.19% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,156,398 | 121,375 | 0.05% | 0.05% | 5 | +116,073 | 11.16% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,007,491 | 105,746 | 0.01% | 0.01% | 6 | -60,925 | -5.7% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 860,141 | 90,280 | 0.01% | 0.01% | 7 | -36,108 | -4.03% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 648,666 | 68,092 | 0.08% | — | 8 | +648,666 | New | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 621,848 | 65,269 | 0.07% | 0.06% | 9 | +94,922 | 18.01% | Q2 2026 | Aug 12, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 551,201 | 57,855 | 1.03% | 1.09% | 10 | -6,226 | -1.12% | Q2 2026 | Aug 04, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 488,438 | 51,266 | 0.28% | 0.22% | 11 | +138,834 | 39.71% | Q2 2026 | Aug 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 385,810 | 40,494 | 0.08% | 0.09% | 12 | -25,847 | -6.28% | Q2 2026 | Aug 12, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Added to | 396,115 | 40,126 | 0.07% | 0.06% | 13 | +144,918 | 57.69% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 363,470 | 38,149 | 0.03% | 0.01% | 14 | +246,270 | 210.13% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 347,200 | 36,442 | 0.25% | 0.27% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 325,521 | 34,167 | 0.01% | 0.01% | 16 | -16,715 | -4.88% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 312,188 | 32,767 | 0.0% | 0.0% | 17 | +96,299 | 44.61% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 298,911 | 31,373 | 0.02% | 0.01% | 18 | +114,872 | 62.42% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 286,393 | 30,059 | 0.01% | 0.01% | 19 | +47,643 | 19.96% | Q2 2026 | Aug 03, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 258,551 | 27,137 | 0.01% | 0.02% | 20 | -140,994 | -35.29% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 251,922 | 26,441 | 0.0% | 0.0% | 21 | -40,448 | -13.83% | Q2 2026 | Aug 13, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 248,305 | 26,062 | 2.72% | 2.89% | 22 | +11,792 | 4.99% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 221,569 | 23,255 | 0.03% | 0.02% | 23 | +119,764 | 117.64% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 201,350 | 21,134 | 0.03% | 0.04% | 24 | -49,538 | -19.75% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 170,789 | 17,926 | 0.08% | 0.08% | 25 | +14,381 | 9.19% | Q2 2026 | Aug 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 163,006 | 17,109 | 0.11% | 0.12% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Added to | 161,706 | 16,972 | 0.0% | 0.0% | 27 | +915 | 0.57% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 147,421 | 15,473 | 0.0% | 0.0% | 28 | -4,070 | -2.69% | Q2 2026 | Aug 13, 2026 |
| Trinity Street Asset Management LLP | History | Added to | 146,667 | 15,394 | 0.79% | 0.42% | 29 | +85,904 | 141.38% | Q2 2026 | Jul 10, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 135,607 | 14,233 | 1.42% | 1.6% | 30 | +4,994 | 3.82% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 133,773 | 14,040 | 0.02% | 0.02% | 31 | +3,553 | 2.73% | Q2 2026 | Aug 14, 2026 |
| Cullen Capital Management, LLC | History | Added to | 130,140 | 13,659 | 0.13% | 0.11% | 32 | +23,389 | 21.91% | Q2 2026 | Aug 13, 2026 |
| Promethos Capital, LLC | History | Added to | 126,255 | 13,251 | 3.6% | 3.21% | 33 | +6,400 | 5.34% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 123,909 | 13,005 | 0.0% | 0.0% | 34 | +4,496 | 3.77% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Added to | 121,759 | 12,779 | 0.16% | 0.12% | 35 | +41,740 | 52.16% | Q2 2026 | Jul 29, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 109,220 | 11,451 | 0.0% | 0.01% | 36 | +19 | 0.02% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | New | 104,099 | 10,926 | 0.04% | — | 37 | +104,099 | New | Q2 2026 | Sep 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 104,010 | 10,916 | 0.09% | 0.07% | 38 | +35,990 | 52.91% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 109,766 | 10,793 | 0.0% | 0.01% | 39 | +4,753 | 4.53% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 106,348 | 10,773 | 0.01% | 0.01% | 40 | +26,922 | 33.9% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 99,481 | 10,441 | 0.0% | 0.0% | 41 | +74,076 | 291.58% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 92,433 | 9,701 | 0.19% | 0.18% | 42 | +11,848 | 14.7% | Q2 2026 | Aug 14, 2026 |
| Life Cycle Investment Partners Ltd | History | Added to | 89,944 | 9,440 | 0.04% | 0.03% | 43 | +42,294 | 88.76% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 87,427 | 9,176 | 0.01% | 0.0% | 44 | +46,953 | 116.01% | Q2 2026 | Aug 07, 2026 |
| Boston Partners | History | Added to | 84,775 | 8,950 | 0.01% | 0.01% | 45 | +9,294 | 12.31% | Q2 2026 | Aug 04, 2026 |
| Capital International Investors | History | Reduced | 85,111 | 8,919 | 0.0% | 0.0% | 46 | -1,502 | -1.73% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 74,954 | 7,867 | 0.0% | 0.0% | 47 | +184 | 0.25% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 73,162 | 7,679 | 0.08% | 0.08% | 48 | +7,478 | 11.38% | Q2 2026 | Aug 10, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 70,136 | 7,357 | 0.01% | 0.01% | 49 | +11,501 | 19.61% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Added to | 68,216 | 7,159 | 0.0% | 0.0% | 50 | +55,778 | 448.45% | Q2 2026 | Aug 14, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 60,374 | 6,336 | 0.87% | 0.9% | 51 | +428 | 0.71% | Q2 2026 | Jul 09, 2026 |
| LPL Financial LLC | History | Added to | 59,154 | 6,208 | 0.0% | 0.0% | 52 | +19,033 | 47.44% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Added to | 58,373 | 6,126 | 0.0% | 0.0% | 53 | +8,798 | 17.75% | Q2 2026 | Aug 03, 2026 |
| Vident Advisory, LLC | History | Reduced | 56,047 | 5,882 | 0.04% | 0.05% | 54 | -2,196 | -3.77% | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 55,107 | 5,784 | 0.09% | 0.09% | 55 | +2,075 | 3.91% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 54,227 | 5,691 | 0.0% | 0.0% | 56 | +22,456 | 70.68% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 53,880 | 5,655 | 0.0% | 0.0% | 57 | +18,359 | 51.68% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 53,185 | 5,582 | 0.0% | 0.0% | 58 | +1,364 | 2.63% | Q2 2026 | Aug 12, 2026 |
| Gradient Investments LLC | History | Added to | 52,942 | 5,556 | 0.08% | 0.08% | 59 | +2,869 | 5.73% | Q2 2026 | Jul 08, 2026 |
| Capital Research Global Investors | History | Reduced | 53,354 | 5,404 | 0.0% | 0.0% | 60 | -7,134 | -11.79% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 47,192 | 4,953 | 0.0% | 0.02% | 61 | -151,278 | -76.22% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 47,190 | 4,953 | 0.14% | 0.15% | 62 | -2,622 | -5.26% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 46,408 | 4,870 | 0.06% | 0.06% | 63 | +9,405 | 25.42% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | Added to | 46,259 | 4,855 | 0.01% | 0.0% | 64 | +19,825 | 75.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | Added to | 44,832 | 4,705 | 0.01% | 0.01% | 65 | +6,619 | 17.32% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 44,034 | 4,621 | 0.0% | 0.0% | 66 | +9,704 | 28.27% | Q2 2026 | Aug 11, 2026 |
| Henry James International Management Inc. | History | Reduced | 43,268 | 4,541 | 1.36% | 2.27% | 67 | -19,768 | -31.36% | Q2 2026 | Jul 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 43,179 | 4,532 | 0.0% | 0.0% | 68 | +13,308 | 44.55% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Added to | 42,730 | 4,484 | 0.06% | 0.03% | 69 | +26,036 | 155.96% | Q2 2026 | Aug 14, 2026 |
| Calamos Wealth Management LLC | History | Added to | 41,908 | 4,398 | 0.13% | 0.13% | 70 | +3,383 | 8.78% | Q2 2026 | Jul 31, 2026 |
| Capital World Investors | History | Added to | 42,690 | 4,324 | 0.0% | 0.0% | 71 | +16,221 | 61.28% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 39,210 | 4,115 | 0.01% | 0.01% | 72 | -5,658 | -12.61% | Q2 2026 | Aug 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 39,011 | 4,094 | 0.0% | — | 73 | +39,011 | New | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | New | 36,334 | 3,813 | 0.0% | — | 74 | +36,334 | New | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 35,783 | 3,755 | 0.0% | 0.0% | 75 | +32,190 | 895.91% | Q2 2026 | Aug 13, 2026 |
| Ballentine Partners, LLC | History | Added to | 35,233 | 3,698 | 0.05% | 0.04% | 76 | +7,905 | 28.93% | Q2 2026 | Jul 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 34,329 | 3,603 | 0.02% | 0.01% | 77 | +10,959 | 46.89% | Q2 2026 | Aug 11, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 33,731 | 3,540 | 0.58% | 0.3% | 78 | +17,188 | 103.9% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 32,741 | 3,434 | 0.0% | 0.0% | 79 | -1,048 | -3.1% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 32,351 | 3,394 | 0.0% | 0.0% | 80 | -7,922 | -19.67% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 31,331 | 3,288 | 0.01% | 0.01% | 81 | -1,242 | -3.81% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 30,478 | 3,200 | 0.0% | 0.0% | 82 | +28,128 | 1196.94% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 30,396 | 3,190 | 0.04% | 0.04% | 83 | +3,685 | 13.8% | Q2 2026 | Jul 23, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 29,694 | 3,116 | 0.0% | 0.0% | 84 | +9,397 | 46.3% | Q2 2026 | Aug 11, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 28,888 | 3,032 | 0.05% | 0.05% | 85 | +672 | 2.38% | Q2 2026 | Aug 13, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 28,786 | 3,021 | 0.17% | 0.11% | 86 | +11,338 | 64.98% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | Added to | 28,476 | 2,988 | 0.0% | 0.0% | 87 | +5,015 | 21.38% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | Added to | 28,221 | 2,962 | 0.0% | 0.0% | 88 | +6,072 | 27.41% | Q2 2026 | Aug 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 27,457 | 2,882 | 0.0% | 0.0% | 89 | +1,001 | 3.78% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 27,209 | 2,855 | 0.01% | 0.01% | 90 | +2,236 | 8.95% | Q2 2026 | Jul 17, 2026 |
| ARIEL INVESTMENTS, LLC | History | Reduced | 26,798 | 2,812 | 0.03% | 0.06% | 91 | -23,163 | -46.36% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 26,510 | 2,782 | 0.0% | 0.0% | 92 | -11,250 | -29.79% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 25,664 | 2,693 | 0.0% | 0.0% | 93 | +9,558 | 59.34% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 24,458 | 2,567 | 0.03% | 0.04% | 94 | +169 | 0.7% | Q2 2026 | Jul 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 24,216 | 2,541 | 0.02% | 0.02% | 95 | +4,792 | 24.67% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 23,869 | 2,505 | 0.0% | 0.0% | 96 | +14,069 | 143.56% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 23,805 | 2,498 | 0.0% | 0.0% | 97 | +5,467 | 29.81% | Q2 2026 | Aug 07, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 23,567 | 2,473 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 22,834 | 2,396 | 0.0% | 0.0% | 99 | -1,758 | -7.15% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 23,187 | 2,348 | 0.0% | 0.0% | 100 | +1,145 | 5.19% | Q2 2026 | Aug 12, 2026 |
| DGS Capital Management, LLC | History | No change | 23,312 | 2,324 | 0.38% | 0.38% | 101 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Reduced | 22,034 | 2,312 | 0.11% | 0.13% | 102 | -1,949 | -8.13% | Q2 2026 | Jul 13, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 21,970 | 2,305 | 0.09% | 0.06% | 103 | +8,745 | 66.12% | Q2 2026 | Aug 06, 2026 |
| Caprock Group, LLC | History | Added to | 21,878 | 2,296 | 0.04% | 0.04% | 104 | +4,109 | 23.12% | Q2 2026 | Jul 27, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 21,493 | 2,255 | 0.24% | 0.26% | 105 | -7,418 | -25.66% | Q2 2026 | Jul 22, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 21,918 | 2,229 | 0.01% | 0.01% | 106 | +588 | 2.76% | Q2 2026 | Aug 10, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Reduced | 20,288 | 2,129 | 0.37% | 0.41% | 107 | -26 | -0.13% | Q2 2026 | Aug 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 19,958 | 2,094 | 0.0% | 0.0% | 108 | +10,149 | 103.47% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 19,789 | 2,077 | 0.0% | 0.0% | 109 | +7,272 | 58.1% | Q2 2026 | Aug 07, 2026 |
| Amundi | History | No change | 19,320 | 2,027 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aubrey Capital Management Ltd | History | New | 19,000 | 1,994 | 1.25% | — | 111 | +19,000 | New | Q2 2026 | Jul 28, 2026 |
| PCM Encore, LLC | History | Added to | 17,678 | 1,855 | 0.33% | 0.36% | 112 | +305 | 1.76% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 17,585 | 1,845 | 0.01% | 0.01% | 113 | +1,501 | 9.33% | Q2 2026 | Aug 12, 2026 |
| Voleon Capital Management LP | History | New | 17,558 | 1,842 | 0.03% | — | 114 | +17,558 | New | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 17,118 | 1,797 | 0.01% | 0.01% | 115 | +4,934 | 40.5% | Q2 2026 | Jul 20, 2026 |
| Bank of New York Mellon Corp | History | Added to | 16,325 | 1,713 | 0.0% | 0.0% | 116 | +4 | 0.02% | Q2 2026 | Aug 06, 2026 |
| GREENLEAF TRUST | History | Added to | 16,257 | 1,706 | 0.02% | 0.01% | 117 | +1,055 | 6.94% | Q2 2026 | Jul 21, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | Reduced | 15,658 | 1,643 | 0.24% | 0.32% | 118 | -1,842 | -10.53% | Q2 2026 | Jul 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 15,521 | 1,629 | 0.02% | 0.02% | 119 | +2,822 | 22.22% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,517 | 1,628 | 0.0% | 0.0% | 120 | +5,084 | 48.73% | Q2 2026 | Aug 19, 2026 |
| Atria Investments, Inc | History | Added to | 15,377 | 1,613 | 0.02% | 0.02% | 121 | +1,480 | 10.65% | Q2 2026 | Jul 28, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 15,222 | 1,597 | 0.02% | 0.02% | 122 | +4,340 | 39.88% | Q2 2026 | Aug 05, 2026 |
| GROUPAMA ASSET MANAGMENT | History | Added to | 15,498 | 1,594 | 0.02% | 0.01% | 123 | +5,592 | 56.45% | Q2 2026 | Aug 14, 2026 |
| Solstein Capital, LLC | History | No change | 14,987 | 1,573 | 0.54% | 0.61% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 13,626 | 1,430 | 0.01% | 0.0% | 125 | +9,746 | 251.19% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | Added to | 13,451 | 1,411 | 0.04% | 0.04% | 126 | +491 | 3.79% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | Added to | 13,344 | 1,400 | 0.0% | 0.0% | 127 | +2,807 | 26.64% | Q2 2026 | Aug 12, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 13,121 | 1,377 | 0.0% | 0.0% | 128 | -1,134 | -7.96% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | New | 12,782 | 1,341 | 0.0% | — | 129 | +12,782 | New | Q2 2026 | Aug 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 12,665 | 1,329 | 0.01% | 0.01% | 130 | -22,124 | -63.59% | Q2 2026 | Aug 14, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 12,500 | 1,312 | 0.36% | 0.4% | 131 | +900 | 7.76% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 12,496 | 1,311 | 0.0% | 0.0% | 132 | +2,177 | 21.1% | Q2 2026 | Aug 12, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 10,504 | 1,261 | 0.07% | 0.05% | 133 | +2,054 | 24.31% | Q2 2026 | Aug 05, 2026 |
| Artemis Investment Management LLP | History | New | 11,968 | 1,256 | 0.01% | — | 134 | +11,968 | New | Q2 2026 | Jul 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 11,937 | 1,252 | 0.0% | 0.0% | 135 | +925 | 8.4% | Q2 2026 | Aug 14, 2026 |
| PDS Planning, Inc | History | Added to | 11,908 | 1,249 | 0.07% | 0.06% | 136 | +2,399 | 25.23% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,822 | 1,240 | 0.0% | 0.0% | 137 | +3,379 | 40.02% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 11,762 | 1,234 | 0.01% | 0.01% | 138 | +1,906 | 19.34% | Q2 2026 | Aug 13, 2026 |
| Vontobel Holding Ltd. | History | Added to | 11,570 | 1,214 | 0.0% | 0.0% | 139 | +2,629 | 29.4% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,527 | 1,209 | 0.0% | 0.0% | 141 | +1,208 | 11.71% | Q2 2026 | Aug 14, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Reduced | 11,526 | 1,209 | 0.0% | 0.0% | 140 | -137 | -1.17% | Q2 2026 | Aug 13, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 11,412 | 1,197 | 0.06% | 0.04% | 142 | +3,915 | 52.22% | Q2 2026 | Jul 16, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 11,144 | 1,169 | 0.01% | 0.01% | 143 | -1,649 | -12.89% | Q2 2026 | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 11,009 | 1,155 | 0.03% | 0.04% | 144 | -3 | -0.03% | Q2 2026 | Jul 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 10,794 | 1,132 | 0.01% | 0.01% | 145 | +1,473 | 15.8% | Q2 2026 | Jul 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,601 | 1,112 | 0.01% | 0.01% | 146 | +3,465 | 48.56% | Q2 2026 | Aug 04, 2026 |
| Summit Global Investments | History | Added to | 10,576 | 1,110 | 0.06% | 0.04% | 147 | +4,003 | 60.9% | Q2 2026 | Aug 03, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 10,500 | 1,102 | 0.08% | 0.06% | 148 | +2,250 | 27.27% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 10,270 | 1,077 | 0.01% | 0.0% | 149 | +2,383 | 30.21% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 10,198 | 1,068 | 0.0% | 0.0% | 150 | -27 | -0.26% | Q2 2026 | Aug 06, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 10,109 | 1,061 | 0.05% | 0.05% | 151 | +88 | 0.88% | Q2 2026 | Jul 24, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 10,094 | 1,059 | 0.23% | 0.26% | 152 | -515 | -4.85% | Q2 2026 | Jul 09, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 10,687 | 1,028 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 9,693 | 1,017 | 0.04% | 0.02% | 154 | +6,036 | 165.05% | Q2 2026 | Jul 20, 2026 |
| Neuberger Berman Group LLC | History | Added to | 9,679 | 1,015 | 0.0% | 0.0% | 155 | +2,759 | 39.87% | Q2 2026 | Aug 13, 2026 |
| Brooklyn Investment Group | History | No change | 10,165 | 1,013 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Eurizon Capital SGR S.p.A. | History | Reduced | 9,496 | 962 | 0.0% | 0.0% | 157 | -2,655 | -21.85% | Q2 2026 | Jul 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,736 | 952 | 0.0% | 0.0% | 158 | +1,148 | 17.43% | Q2 2026 | Jul 15, 2026 |
| Sava Infond d.o.o. | History | New | 9,000 | 944 | 0.07% | — | 159 | +9,000 | New | Q2 2026 | Jul 16, 2026 |
| LGT Group Foundation | History | Reduced | 8,835 | 927 | 0.01% | 0.02% | 160 | -4,185 | -32.14% | Q2 2026 | Aug 10, 2026 |
| West Family Investments, Inc. | History | Added to | 8,811 | 924 | 0.27% | 0.22% | 161 | +2,542 | 40.55% | Q2 2026 | Aug 10, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 8,800 | 923 | 0.04% | 0.05% | 162 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BSW Wealth Partners | History | Added to | 8,265 | 867 | 0.1% | 0.08% | 163 | +1,362 | 19.73% | Q2 2026 | Jul 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 8,117 | 851 | 0.0% | 0.0% | 164 | +1,168 | 16.81% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | Added to | 8,107 | 849 | 0.0% | 0.0% | 165 | +502 | 6.6% | Q2 2026 | Aug 14, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 8,075 | 847 | 0.26% | 0.27% | 166 | -200 | -2.42% | Q2 2026 | Aug 10, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 7,905 | 829 | 0.02% | 0.03% | 167 | +546 | 7.42% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 7,775 | 816 | 0.0% | 0.0% | 168 | -175 | -2.2% | Q2 2026 | Aug 05, 2026 |
| Engineers Gate Manager LP | History | New | 7,668 | 804 | 0.01% | — | 169 | +7,668 | New | Q2 2026 | Aug 14, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 7,640 | 801 | 0.0% | 0.01% | 170 | -11,383 | -59.84% | Q2 2026 | Aug 07, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 7,522 | 789 | 0.09% | 0.07% | 171 | +962 | 14.66% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Added to | 7,278 | 763 | 0.0% | 0.0% | 172 | +3,500 | 92.64% | Q2 2026 | Aug 10, 2026 |
| Canopy Partners, LLC | History | Added to | 7,174 | 752 | 0.23% | 0.23% | 173 | +335 | 4.9% | Q2 2026 | Jul 22, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 7,015 | 736 | 0.08% | 0.11% | 174 | -375 | -5.07% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 6,646 | 697 | 0.0% | 0.0% | 175 | +3,631 | 120.43% | Q2 2026 | Aug 07, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 6,600 | 692 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 6,416 | 673 | 0.01% | — | 177 | +6,416 | New | Q2 2026 | Aug 06, 2026 |
| CIBC Asset Management Inc | History | New | 6,408 | 672 | 0.0% | — | 180 | +6,408 | New | Q2 2026 | Aug 03, 2026 |
| Naviter Wealth, LLC | History | Added to | 6,408 | 672 | 0.06% | 0.06% | 179 | +1,390 | 27.7% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 6,407 | 672 | 0.0% | 0.0% | 178 | +851 | 15.32% | Q2 2026 | Sep 08, 2026 |
| HB Wealth Management, LLC | History | Added to | 6,354 | 666 | 0.0% | 0.0% | 181 | +1,459 | 29.81% | Q2 2026 | Jul 29, 2026 |
| Plato Investment Management Ltd | History | New | 6,213 | 648 | 0.04% | — | 182 | +6,213 | New | Q2 2026 | Aug 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 6,054 | 635 | 0.01% | 0.01% | 183 | +1,463 | 31.87% | Q2 2026 | Jul 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 5,954 | 624 | 0.01% | 0.01% | 185 | -3,661 | -38.08% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 5,947 | 624 | 0.0% | 0.0% | 184 | -105 | -1.73% | Q2 2026 | Aug 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 5,816 | 610 | 0.01% | 0.01% | 186 | +2,889 | 98.7% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 5,841 | 599 | 0.0% | 0.0% | 187 | +1,312 | 28.97% | Q2 2026 | Aug 13, 2026 |
| SYON CAPITAL LLC | History | Added to | 5,590 | 586 | 0.03% | 0.01% | 188 | +2,745 | 96.49% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 5,505 | 577 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 5,429 | 569 | 0.01% | 0.01% | 190 | +418 | 8.34% | Q2 2026 | Jul 23, 2026 |
| Kathmere Capital Management, LLC | History | New | 5,382 | 564 | 0.03% | — | 191 | +5,382 | New | Q2 2026 | Jul 29, 2026 |
| Empowered Funds, LLC | History | New | 5,304 | 556 | 0.0% | — | 192 | +5,304 | New | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 5,228 | 548 | 0.1% | 0.1% | 193 | +149 | 2.93% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 5,177 | 543 | 0.01% | 0.01% | 194 | -68 | -1.3% | Q2 2026 | Aug 10, 2026 |
| WINTON GROUP Ltd | History | New | 5,100 | 535 | 0.02% | — | 195 | +5,100 | New | Q2 2026 | Aug 07, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 5,077 | 532 | 0.06% | 0.04% | 196 | +1,584 | 45.35% | Q2 2026 | Jul 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,024 | 527 | 0.0% | 0.0% | 197 | -4,687 | -48.26% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 5,009 | 525 | 0.02% | 0.03% | 198 | -4,084 | -44.91% | Q2 2026 | Jul 24, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 4,964 | 520 | 0.01% | 0.01% | 199 | +310 | 6.66% | Q2 2026 | Jul 01, 2026 |
| GAMMA Investing LLC | History | Added to | 4,874 | 511 | 0.02% | 0.01% | 200 | +2,170 | 80.25% | Q2 2026 | Jul 07, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 4,755 | 499 | 0.01% | 0.0% | 201 | +1,975 | 71.04% | Q2 2026 | Aug 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 4,675 | 491 | 0.01% | 0.01% | 202 | +719 | 18.17% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,674 | 489 | 0.0% | 0.0% | 203 | +237 | 5.34% | Q2 2026 | Jul 17, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 4,617 | 484 | 0.0% | 0.01% | 204 | -2,380 | -34.01% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,597 | 482 | 0.0% | 0.0% | 205 | +2,400 | 109.24% | Q2 2026 | Aug 12, 2026 |
| Candriam S.C.A. | History | No change | 4,603 | 482 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Reduced | 4,545 | 477 | 0.0% | 0.0% | 207 | -86 | -1.86% | Q2 2026 | Aug 13, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 4,543 | 476 | 0.06% | 0.06% | 208 | +1,592 | 53.95% | Q2 2026 | Jul 23, 2026 |
| Foster Group, Inc. | History | Added to | 4,487 | 470 | 0.01% | 0.01% | 209 | +713 | 18.89% | Q2 2026 | Jul 07, 2026 |
| GK Wealth Management LLC | History | New | 4,469 | 469 | 0.25% | — | 210 | +4,469 | New | Q2 2026 | Jul 07, 2026 |
| Greenspring Advisors, LLC | History | Added to | 4,430 | 464 | 0.03% | 0.02% | 211 | +1,113 | 33.55% | Q2 2026 | Aug 11, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 4,334 | 454 | 0.0% | 0.0% | 212 | +910 | 26.58% | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | Reduced | 4,196 | 441 | 0.0% | 0.0% | 213 | -233 | -5.26% | Q2 2026 | Aug 10, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Added to | 4,184 | 439 | 0.01% | 0.01% | 214 | +90 | 2.2% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 4,160 | 436 | 0.01% | 0.01% | 215 | +134 | 3.33% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,100 | 430 | 0.0% | 0.0% | 216 | -46,701 | -91.93% | Q2 2026 | Sep 02, 2026 |
| JBF Capital, Inc. | History | Reduced | 4,000 | 419 | 0.05% | 0.07% | 217 | -1,000 | -20.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,650 | 383 | 0.0% | 0.0% | 218 | +1,381 | 60.86% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,655 | 383 | 0.04% | 0.03% | 219 | +317 | 9.5% | Q2 2026 | Aug 07, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 3,637 | 381 | 0.02% | 0.01% | 220 | +1,141 | 45.71% | Q2 2026 | Aug 04, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,608 | 378 | 0.0% | — | 221 | +3,608 | New | Q2 2026 | Aug 11, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 3,563 | 373 | 0.07% | 0.07% | 222 | +116 | 3.37% | Q2 2026 | Jul 21, 2026 |
| Callan Family Office, LLC | History | Added to | 3,553 | 372 | 0.01% | 0.01% | 224 | +565 | 18.91% | Q2 2026 | Aug 11, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 3,547 | 372 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,507 | 368 | 0.0% | 0.01% | 225 | -4,503 | -56.22% | Q2 2026 | Jul 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 3,378 | 354 | 0.0% | 0.0% | 226 | +455 | 15.57% | Q2 2026 | Aug 06, 2026 |
| JMN Financial LLC | History | Added to | 3,358 | 352 | 0.27% | 0.3% | 227 | +291 | 9.49% | Q2 2026 | Aug 10, 2026 |
| M&T BANK CORP | History | Added to | 3,271 | 343 | 0.0% | 0.0% | 228 | +46 | 1.43% | Q2 2026 | Aug 04, 2026 |
| Mattson Financial Services, LLC | History | Added to | 2,809 | 337 | 0.07% | 0.07% | 229 | +60 | 2.18% | Q2 2026 | Aug 04, 2026 |
| MW ADVISORY, LLC | History | New | 3,198 | 335 | 0.13% | — | 230 | +3,198 | New | Q2 2026 | Aug 07, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 3,173 | 333 | 0.04% | 0.04% | 231 | +221 | 7.49% | Q2 2026 | Jul 28, 2026 |
| Composition Wealth, LLC | History | New | 3,019 | 316 | 0.0% | — | 233 | +3,019 | New | Q2 2026 | Jul 22, 2026 |
| GeoWealth Management, LLC | History | Added to | 3,008 | 316 | 0.01% | 0.01% | 232 | +850 | 39.39% | Q2 2026 | Jul 30, 2026 |
| Centiva Capital, LP | History | New | 2,965 | 311 | 0.0% | — | 235 | +2,965 | New | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,962 | 311 | 0.0% | 0.0% | 234 | +7 | 0.24% | Q2 2026 | Aug 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 2,963 | 310 | 0.01% | 0.01% | 236 | +371 | 14.31% | Q2 2026 | Jul 31, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 2,864 | 300 | 0.04% | 0.05% | 237 | +78 | 2.8% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,839 | 298 | 0.0% | 0.0% | 238 | +38 | 1.36% | Q2 2026 | Jul 27, 2026 |
| EntryPoint Capital, LLC | History | No change | 2,828 | 296 | 0.07% | 0.08% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 55 North Private Wealth, LLC | History | New | 2,696 | 282 | 0.06% | — | 240 | +2,696 | New | Q2 2026 | Jul 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 2,632 | 276 | 0.0% | 0.0% | 242 | +505 | 23.74% | Q2 2026 | Aug 05, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 2,632 | 276 | 0.01% | 0.01% | 241 | +79 | 3.09% | Q2 2026 | Jul 29, 2026 |
| Brown Financial Advisors | History | Reduced | 2,626 | 275 | 0.1% | 0.1% | 243 | -24 | -0.91% | Q2 2026 | Aug 26, 2026 |
| Optas, LLC | History | Added to | 2,610 | 273 | 0.04% | 0.03% | 244 | +290 | 12.5% | Q2 2026 | Jul 21, 2026 |
| Waverly Advisors, LLC | History | Reduced | 2,584 | 271 | 0.0% | 0.0% | 245 | -475 | -15.53% | Q2 2026 | Aug 14, 2026 |
| OneAscent Family Office, LLC | History | New | 2,576 | 270 | 0.14% | — | 246 | +2,576 | New | Q2 2026 | Aug 11, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 2,564 | 269 | 0.01% | 0.01% | 247 | +364 | 16.55% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | Added to | 2,546 | 267 | 0.0% | 0.0% | 248 | +453 | 21.64% | Q2 2026 | Aug 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 2,536 | 266 | 0.01% | 0.01% | 249 | +225 | 9.74% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 2,449 | 257 | 0.0% | 0.0% | 250 | +1,313 | 115.58% | Q2 2026 | Jul 30, 2026 |
| Resonant Capital Advisors, LLC | History | New | 2,444 | 256 | 0.01% | — | 251 | +2,444 | New | Q2 2026 | Jul 24, 2026 |
| InTrack Investment Management Inc | History | New | 2,440 | 256 | 0.13% | — | 252 | +2,440 | New | Q2 2026 | Jul 17, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | New | 2,381 | 249 | 0.1% | — | 254 | +2,381 | New | Q2 2026 | Aug 04, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 2,380 | 249 | 0.01% | 0.02% | 253 | -1,266 | -34.72% | Q2 2026 | Jul 31, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 2,397 | 247 | 0.0% | 0.0% | 255 | +201 | 9.15% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | New | 2,291 | 240 | 0.0% | — | 256 | +2,291 | New | Q2 2026 | Aug 04, 2026 |
| Ascent Group, LLC | History | Added to | 2,272 | 238 | 0.01% | 0.01% | 258 | +181 | 8.66% | Q2 2026 | Aug 03, 2026 |
| CWM, LLC | History | No change | 2,390 | 238 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 2,264 | 237 | 0.05% | — | 259 | +2,264 | New | Q2 2026 | Jul 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 2,149 | 225 | 0.0% | — | 263 | +2,149 | New | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | Added to | 2,150 | 225 | 0.0% | 0.0% | 261 | +1,974 | 1121.59% | Q2 2026 | Aug 14, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 2,145 | 225 | 0.13% | 0.14% | 262 | +7 | 0.33% | Q2 2026 | Jul 16, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 2,150 | 225 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Merit Financial Group, LLC | History | New | 2,143 | 224 | 0.0% | — | 264 | +2,143 | New | Q2 2026 | Jul 20, 2026 |
| Valeo Financial Advisors, LLC | History | New | 2,141 | 224 | 0.0% | — | 265 | +2,141 | New | Q2 2026 | Jul 08, 2026 |
| Arax Advisory Partners | History | Added to | 2,128 | 223 | 0.0% | 0.0% | 266 | +869 | 69.02% | Q2 2026 | Aug 10, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 2,122 | 222 | 0.01% | 0.01% | 267 | +39 | 1.87% | Q2 2026 | Aug 20, 2026 |
| Calydon Capital | History | New | 2,111 | 221 | 0.03% | — | 269 | +2,111 | New | Q2 2026 | Aug 14, 2026 |
| Athena Wealth Management, LLC | History | Added to | 2,115 | 221 | 0.16% | 0.17% | 268 | +55 | 2.67% | Q2 2026 | Jul 21, 2026 |
| Diversified Trust Co | History | New | 2,075 | 217 | 0.0% | — | 270 | +2,075 | New | Q2 2026 | Jul 17, 2026 |
| Americana Partners, LLC | History | Reduced | 2,051 | 215 | 0.0% | 0.01% | 271 | -372 | -15.35% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 2,046 | 214 | 0.0% | — | 272 | +2,046 | New | Q2 2026 | Aug 03, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 1,957 | 205 | 0.0% | — | 273 | +1,957 | New | Q2 2026 | Jul 27, 2026 |
| HARRIS ASSOCIATES L P | History | Reduced | 1,944 | 204 | 0.0% | 0.01% | 274 | -81,530 | -97.67% | Q2 2026 | Aug 14, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 1,952 | 204 | 0.02% | — | 275 | +1,952 | New | Q2 2026 | Aug 11, 2026 |
| Frec Markets, Inc. | History | New | 1,930 | 202 | 0.02% | — | 276 | +1,930 | New | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | New | 1,916 | 201 | 0.0% | — | 277 | +1,916 | New | Q2 2026 | Aug 05, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,882 | 197 | 0.02% | 0.01% | 278 | +581 | 44.66% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,303 | 136 | 0.0% | 0.0% | 279 | +1,220 | 1469.88% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | Added to | 1,291 | 136 | 0.0% | 0.0% | 280 | +206 | 18.99% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,180 | 123 | 0.0% | 0.0% | 281 | +157 | 15.35% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,178 | 120 | 0.0% | 0.0% | 282 | -2,343 | -66.54% | Q2 2026 | Jul 27, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 987 | 103 | 0.06% | 0.06% | 283 | -3 | -0.3% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Reduced | 956 | 100 | 0.0% | 0.01% | 285 | -38 | -3.82% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 958 | 100 | 0.0% | 0.0% | 284 | +37 | 4.02% | Q2 2026 | Aug 12, 2026 |
| WealthCollab, LLC | History | No change | 898 | 94 | 0.03% | 0.04% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 870 | 91 | 0.0% | 0.0% | 287 | +20 | 2.35% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 897 | 90 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | Reduced | 801 | 84 | 0.0% | 0.0% | 289 | -26 | -3.14% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 770 | 80 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 716 | 75 | 0.0% | 0.0% | 291 | +438 | 157.55% | Q2 2026 | Aug 04, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 707 | 74 | 0.0% | 0.01% | 292 | -1,814 | -71.96% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 688 | 72 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALTRINSIC GLOBAL ADVISORS LLC | History | New | 674 | 70 | 0.0% | — | 294 | +674 | New | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Added to | 634 | 66 | 0.0% | 0.0% | 295 | +575 | 974.58% | Q2 2026 | Jul 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 628 | 65 | 0.0% | 0.0% | 296 | +265 | 73.0% | Q2 2026 | Aug 10, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 595 | 62 | 0.01% | 0.01% | 297 | +118 | 24.74% | Q2 2026 | Aug 06, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 550 | 57 | 0.0% | 0.0% | 298 | +520 | 1733.33% | Q2 2026 | Aug 10, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 528 | 55 | 0.03% | 0.02% | 299 | +176 | 50.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 508 | 53 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |