Kyndryl Holdings, Inc. - KD
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 | 22,466,690 | 254,098 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 16,681,449 | 188,667 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 14,636,830 | 160,053 | 0.06% | 0.06% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 10,804,628 | 122,112 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 10,199,883 | 115,360 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 10,197,748 | 115,336 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 8,862,810 | 100,238 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 7,792,865 | 88,137 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 4,583,394 | 52,672 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 4,005,704 | 45,302 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 3,794,067 | 42,910 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 3,020,579 | 34,162 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,556,636 | 28,915 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOUND SHORE MANAGEMENT INC /CT/ | History | No change | 2,504,350 | 28,324 | 0.87% | 0.87% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 2,492,683 | 28,192 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,468,232 | 27,915 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 2,390,423 | 27,035 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 2,383,714 | 26,959 | 0.1% | 0.1% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,270,432 | 25,678 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,052,041 | 23,208 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 2,022,139 | 22,870 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 1,969,877 | 22,279 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arnhold LLC | History | No change | 1,940,072 | 21,942 | 1.54% | 1.54% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,901,705 | 21,508 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CORTLAND ASSOCIATES INC/MO | History | No change | 1,762,090 | 19,929 | 2.88% | 2.88% | 25 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,694,368 | 19,163 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,626,067 | 18,390 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,589,340 | 17,975 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,429,738 | 16,170 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 1,362,687 | 15,411 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,341,146 | 15,168 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,334,977 | 15,098 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 1,245,888 | 14,090 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,239,981 | 14,029 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Douglas Lane & Associates, LLC | History | Added to | 1,160,601 | 13,068 | 0.18% | 0.16% | 35 | +98,215 | 9.24% | Q3 2026 | Oct 09, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 1,084,033 | 12,260 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 941,897 | 10,652 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Solas Capital Management, LLC | History | No change | 915,443 | 10,353 | 5.55% | 5.55% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Goldman & Co LP | History | No change | 824,000 | 9,319 | 0.24% | 0.24% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Defiance ETFs, LLC | History | No change | 685,858 | 8,230 | 0.11% | 0.11% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 708,203 | 8,009 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | No change | 698,801 | 7,903 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 685,858 | 7,757 | 0.06% | 0.06% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 680,079 | 7,691 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 650,545 | 7,357 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARSHALL WACE, LLP | History | No change | 618,294 | 6,992 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 600,877 | 6,795 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 589,873 | 6,671 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 575,645 | 6,510 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GMT CAPITAL CORP | History | No change | 558,100 | 6,312 | 0.33% | 0.33% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 553,139 | 6,255 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Edgestream Partners, L.P. | History | No change | 536,433 | 6,067 | 0.18% | 0.18% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 525,100 | 5,938 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 511,850 | 5,789 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Swiss National Bank | History | No change | 453,000 | 5,123 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 446,673 | 5,051 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Holocene Advisors, LP | History | No change | 441,265 | 4,990 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 422,840 | 4,782 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cygnus Capital Advisors, LLC | History | No change | 421,750 | 4,770 | 3.24% | 3.24% | 59 | 0 | 0.0% | Q2 2026 | Sep 03, 2026 |
| Qube Research & Technologies Ltd | History | No change | 404,811 | 4,578 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 366,356 | 4,143 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 362,446 | 4,099 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 350,682 | 3,966 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 347,743 | 3,932 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 341,880 | 3,866 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 286,640 | 3,760 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 320,210 | 3,621 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 318,710 | 3,604 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 332,526 | 3,577 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Legal & General Group Plc | History | No change | 308,294 | 3,486 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 306,404 | 3,465 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GROUP ONE TRADING LLC | History | No change | 303,505 | 3,432 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arini Capital Management Ltd | History | No change | 300,000 | 3,393 | 0.7% | 0.7% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA HOLDINGS INC | History | No change | 295,721 | 3,344 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterfront Wealth Inc. | History | No change | 279,168 | 3,341 | 0.52% | 0.52% | 75 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cerity Partners LLC | History | No change | 274,776 | 3,107 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 262,663 | 2,970 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 259,442 | 2,934 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 250,895 | 2,837 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 250,563 | 2,833 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | No change | 238,291 | 2,695 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Retirement Systems of Alabama | History | No change | 233,177 | 2,637 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 232,615 | 2,630 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 231,906 | 2,624 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 222,836 | 2,520 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 215,606 | 2,438 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 213,891 | 2,419 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 211,037 | 2,386 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 206,879 | 2,339 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Drexel Morgan & Co. | History | No change | 200,000 | 2,262 | 0.31% | 0.31% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 193,796 | 2,191 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XTX Topco Ltd | History | No change | 191,006 | 2,160 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 186,121 | 2,105 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 180,583 | 2,042 | 0.15% | 0.15% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 175,386 | 1,983 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CastleKnight Management LP | History | No change | 175,100 | 1,980 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 168,809 | 1,909 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 168,496 | 1,905 | 0.1% | 0.1% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 167,750 | 1,897 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXQ CAPITAL, LP | History | No change | 163,122 | 1,844 | 0.2% | 0.2% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 158,702 | 1,794 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Squarepoint Ops LLC | History | No change | 158,578 | 1,793 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 154,129 | 1,743 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 140,317 | 1,586 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 140,280 | 1,585 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 139,532 | 1,578 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 133,345 | 1,508 | 0.23% | 0.23% | 107 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 132,370 | 1,497 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 129,335 | 1,462 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 127,972 | 1,447 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 135,483 | 1,425 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Jump Financial, LLC | History | No change | 125,553 | 1,420 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 124,834 | 1,411 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 121,882 | 1,378 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 115,860 | 1,310 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 115,446 | 1,305 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neo Ivy Capital Management | History | No change | 115,402 | 1,305 | 0.3% | 0.3% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 114,959 | 1,300 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 112,409 | 1,271 | 0.08% | 0.08% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 111,584 | 1,241 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 108,981 | 1,232 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sky Investment Group LLC | History | No change | 108,360 | 1,225 | 0.19% | 0.19% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 104,698 | 1,184 | 0.26% | 0.26% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 104,109 | 1,177 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 103,727 | 1,173 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 102,833 | 1,163 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREDIT AGRICOLE S A | History | No change | 102,560 | 1,159 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | No change | 99,978 | 1,131 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 100,000 | 1,131 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Poehling Capital Management, INC. | History | No change | 96,749 | 1,094 | 0.23% | 0.23% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 95,670 | 1,082 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Treasurer of the State of North Carolina | History | No change | 94,761 | 1,072 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 93,494 | 1,057 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 91,389 | 1,033 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hara Capital LLC | History | No change | 89,373 | 1,010 | 0.53% | 0.53% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Alaska, Department of Revenue | History | No change | 89,191 | 1,007 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Jefferies Financial Group Inc. | History | No change | 88,068 | 996 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Jain Global LLC | History | No change | 87,962 | 994 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 83,668 | 946 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 83,649 | 946 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Focus Partners Wealth | History | No change | 80,484 | 910 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | No change | 80,000 | 904 | 0.12% | 0.12% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 77,171 | 872 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CenterBook Partners LP | History | No change | 75,384 | 852 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 72,500 | 819 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TCTC Holdings, LLC | History | No change | 71,450 | 808 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Trail Advisors, LLC | History | No change | 70,966 | 802 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 68,821 | 778 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 68,072 | 769 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Handelsbanken Fonder AB | History | No change | 67,200 | 760 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Louisiana State Employees Retirement System | History | No change | 66,000 | 746 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 64,255 | 726 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | No change | 64,134 | 725 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 62,518 | 707 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Arizona State Retirement System | History | No change | 62,208 | 703 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 62,043 | 701 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 61,371 | 694 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 60,437 | 683 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 60,000 | 678 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 58,678 | 663 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GABELLI FUNDS LLC | History | No change | 58,555 | 662 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALGERT GLOBAL LLC | History | No change | 58,190 | 658 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLSTATE CORP | History | No change | 55,543 | 628 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 55,505 | 627 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 53,973 | 610 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Dakota Wealth Management | History | No change | 53,869 | 609 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 53,695 | 607 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 52,821 | 597 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 52,734 | 596 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMERCE BANK | History | No change | 52,085 | 589 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 51,948 | 587 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 51,738 | 585 | 0.06% | 0.06% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 51,511 | 582 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 51,300 | 580 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 50,712 | 573 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | No change | 47,269 | 567 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 50,064 | 566 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Voss Capital, LP | History | No change | 49,000 | 554 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 48,531 | 548 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 47,589 | 538 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 46,639 | 527 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 46,394 | 524 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 45,400 | 513 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Investment Management, LLC | History | No change | 43,728 | 494 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 43,500 | 491 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 43,382 | 490 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 42,671 | 482 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 41,888 | 473 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 41,514 | 469 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Cruiser Capital Advisors, LLC | History | No change | 41,030 | 464 | 0.29% | 0.29% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 40,903 | 463 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CACTI ASSET MANAGEMENT LLC | History | Reduced | 40,760 | 460 | 0.02% | 0.02% | 192 | -2,000 | -4.68% | Q3 2026 | Oct 01, 2026 |
| Pacer Advisors, Inc. | History | No change | 39,936 | 452 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INCEPTIONR LLC | History | No change | 39,726 | 449 | 0.11% | 0.11% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 38,991 | 440 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| L2 Asset Management, LLC | History | No change | 38,959 | 440 | 0.05% | 0.05% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weiss Asset Management LP | History | No change | 37,974 | 429 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 37,844 | 428 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tidal Investments LLC | History | No change | 37,125 | 419 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Greenwich Wealth Management LLC | History | No change | 36,862 | 417 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 36,765 | 416 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 35,996 | 407 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 35,271 | 398 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 33,911 | 383 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 33,138 | 374 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sterneck Capital Management, LLC | History | No change | 32,641 | 369 | 0.16% | 0.16% | 206 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capstone Capital Management Ltd | History | No change | 31,692 | 358 | 0.16% | 0.16% | 207 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 31,372 | 354 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BRIGHTON JONES LLC | History | No change | 31,238 | 353 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FORA Capital, LLC | History | No change | 31,099 | 352 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fulcrum Asset Management LLP | History | No change | 31,250 | 350 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SEB Asset Management AB | History | No change | 31,029 | 350 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ethos Financial Group, LLC | History | No change | 24,840 | 348 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bleakley Financial Group, LLC | History | No change | 30,641 | 346 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Inspire Advisors, LLC | History | No change | 30,541 | 345 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 30,274 | 342 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 30,145 | 340 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 30,086 | 340 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 33,928 | 339 | 0.07% | 0.07% | 219 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bridgefront Capital, LLC | History | No change | 29,933 | 338 | 0.09% | 0.09% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 29,472 | 333 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 29,419 | 332 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantbot Technologies LP | History | No change | 28,982 | 327 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XPONANCE LLC | History | No change | 28,160 | 318 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M Holdings Securities, Inc. | History | No change | 26,871 | 302 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glenview Trust Co | History | No change | 25,059 | 283 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 24,268 | 282 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 24,015 | 272 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Walleye Trading LLC | History | No change | 24,000 | 271 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 23,852 | 269 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 23,796 | 269 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 23,704 | 268 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Empowered Funds, LLC | History | No change | 23,757 | 268 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 23,521 | 266 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 22,589 | 255 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHELSEA COUNSEL CO | History | No change | 22,200 | 251 | 0.11% | 0.11% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 20,843 | 235 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 20,845 | 235 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 20,066 | 226 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 19,489 | 220 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 19,433 | 219 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Point72 Asset Management, L.P. | History | No change | 19,400 | 219 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 19,143 | 216 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | No change | 18,979 | 214 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 18,363 | 208 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 16,626 | 202 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MAI Capital Management | History | No change | 17,612 | 199 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 17,676 | 199 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | No change | 17,657 | 199 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 16,275 | 196 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 17,164 | 194 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | No change | 17,122 | 193 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 17,032 | 192 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 16,875 | 190 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bull Harbor Capital LLC | History | No change | 16,815 | 190 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 16,233 | 184 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 15,921 | 180 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 15,778 | 178 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pathstone Holdings, LLC | History | No change | 15,805 | 178 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Olympiad Research LP | History | No change | 15,148 | 171 | 0.36% | 0.36% | 260 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 14,912 | 168 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| one8zero8, LLC | History | No change | 14,882 | 168 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, LLC | History | No change | 12,697 | 162 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 12,697 | 162 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Red Door Wealth Management, LLC | History | No change | 14,323 | 161 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 14,179 | 160 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 14,080 | 159 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 14,099 | 159 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Waverly Advisors, LLC | History | No change | 13,520 | 152 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1ST SOURCE BANK | History | No change | 13,405 | 151 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Inspire Investing, LLC | History | No change | 13,362 | 151 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 13,324 | 150 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 13,104 | 148 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qsemble Capital Management, LP | History | No change | 12,872 | 145 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sciencast Management LP | History | No change | 12,700 | 143 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 12,600 | 142 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pallas Capital Advisors LLC | History | No change | 12,563 | 142 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 12,500 | 141 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 12,447 | 140 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | No change | 12,305 | 139 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Utah Retirement Systems | History | No change | 12,226 | 138 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 12,115 | 137 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Axxion S.A. | History | No change | 12,147 | 137 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 12,068 | 136 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Black Maple Capital Management LP | History | No change | 12,000 | 135 | 0.08% | 0.08% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bayforest Capital Ltd | History | No change | 11,959 | 135 | 0.12% | 0.12% | 286 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AlphaGrep UK Ltd | History | No change | 11,945 | 135 | 0.04% | 0.04% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DnB Asset Management AS | History | No change | 11,712 | 132 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | No change | 11,757 | 132 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| denkapparat Operations GmbH | History | No change | 11,738 | 132 | 0.04% | 0.04% | 290 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 11,603 | 131 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 11,614 | 131 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kestra Advisory Services, LLC | History | No change | 11,581 | 130 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 11,422 | 129 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 11,265 | 127 | 0.06% | 0.06% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | No change | 11,234 | 127 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| StoneX Group Inc. | History | No change | 10,483 | 126 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aspen Grove Capital, LLC | History | No change | 10,902 | 123 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 10,789 | 122 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 10,697 | 120 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Snowden Capital Advisors LLC | History | No change | 10,635 | 120 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 10,527 | 119 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cinctive Capital Management LP | History | No change | 10,500 | 118 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 10,311 | 116 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ethic Inc. | History | No change | 10,232 | 115 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 9,521 | 114 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| &PARTNERS | History | No change | 10,064 | 113 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CV Advisors LLC | History | No change | 10,000 | 113 | 0.02% | 0.02% | 308 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LMG Wealth Partners, LLC | History | No change | 10,000 | 113 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 9,738 | 110 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | No change | 9,433 | 106 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WESTPAC BANKING CORP | History | No change | 8,670 | 98 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 7,215 | 81 | 0.0% | 0.0% | 313 | -2,091 | -22.47% | Q3 2026 | Oct 08, 2026 |
| GAMMA Investing LLC | History | Added to | 7,197 | 81 | 0.0% | 0.0% | 314 | +282 | 4.08% | Q3 2026 | Oct 08, 2026 |
| Essential Partners LLC | History | No change | 6,937 | 78 | 0.04% | 0.04% | 315 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | No change | 6,409 | 72 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KBC Group NV | History | No change | 6,407 | 72 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PFS Partners, LLC | History | No change | 6,187 | 69 | 0.03% | 0.03% | 318 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,876 | 66 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 5,808 | 65 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UMB Bank, n.a. | History | No change | 5,580 | 63 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 5,578 | 63 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nykredit A/S | History | No change | 5,207 | 58 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 4,858 | 54 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STRS OHIO | History | No change | 4,691 | 53 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 4,608 | 51 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 4,494 | 50 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 3,886 | 43 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,862 | 43 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| True Wealth Design, LLC | History | No change | 3,868 | 43 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 3,530 | 39 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ancora Advisors LLC | History | No change | 3,210 | 36 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 3,256 | 36 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,176 | 35 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 715 | 35 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 3,004 | 34 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NFSG Corp | History | No change | 2,980 | 33 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,897 | 32 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,782 | 31 | 0.0% | 0.0% | 340 | +364 | 15.05% | Q3 2026 | Oct 01, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 2,800 | 31 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McMillan Office, Inc. | History | No change | 2,752 | 31 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | No change | 2,547 | 28 | 0.02% | 0.02% | 342 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,252 | 25 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,976 | 23 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WHITTIER TRUST CO | History | No change | 1,818 | 22 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,007 | 22 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 1,964 | 22 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,862 | 21 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | No change | 1,884 | 21 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,631 | 18 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HM PAYSON & CO | History | No change | 1,604 | 18 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Community Bank, N.A. | History | No change | 1,610 | 18 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,508 | 17 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,557 | 17 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 1,529 | 17 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,429 | 16 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smithfield Trust Co | History | No change | 1,361 | 15 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,391 | 15 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,319 | 15 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 1,334 | 15 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,394 | 15 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | No change | 1,178 | 13 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Planning Strategies Inc. | History | Reduced | 1,077 | 12 | 0.01% | 0.01% | 365 | -8 | -0.74% | Q3 2026 | Oct 02, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 1,115 | 12 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,074 | 12 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,039 | 11 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,009 | 11 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 1,004 | 11 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 1,037 | 11 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 964 | 10 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 907 | 10 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Siemens Fonds Invest GmbH | History | No change | 893 | 10 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 966 | 10 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Investors Research Corp | History | Reduced | 834 | 9 | 0.0% | 0.0% | 377 | -26 | -3.02% | Q3 2026 | Oct 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 873 | 9 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 871 | 9 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 879 | 9 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 821 | 9 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Westfuller Advisors, LLC | History | No change | 800 | 9 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 874 | 9 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 875 | 9 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 736 | 8 | 0.0% | 0.0% | 382 | +46 | 6.67% | Q3 2026 | Oct 08, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 741 | 8 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 710 | 8 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 642 | 8 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 772 | 8 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 768 | 8 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 782 | 8 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Purpose Unlimited Inc. | History | No change | 756 | 8 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 629 | 7 | 0.0% | 0.0% | 390 | +30 | 5.01% | Q3 2026 | Oct 05, 2026 |
| COUNTRY TRUST BANK | History | No change | 621 | 7 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 640 | 7 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fortis Group Advisors, LLC | History | No change | 689 | 7 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Millstone Evans Group, LLC | History | No change | 637 | 7 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 487 | 6 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trust Co | History | No change | 550 | 6 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| SouthState Bank Corp | History | No change | 505 | 5 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 451 | 5 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Asset Dedication, LLC | History | No change | 505 | 5 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Spire Wealth Management | History | No change | 482 | 5 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| POM Investment Strategies, LLC | History | No change | 447 | 5 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sachetta, LLC | History | No change | 454 | 5 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LRI Investments, LLC | History | No change | 444 | 5 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Banque Transatlantique SA | History | No change | 222 | 5 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Beacon Financial Strategies CORP | History | No change | 488 | 5 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CX Institutional | History | Added to | 361 | 4 | 0.0% | 0.0% | 412 | +265 | 276.04% | Q3 2026 | Oct 02, 2026 |
| Olistico Wealth, LLC | History | Reduced | 410 | 4 | 0.0% | 0.0% | 418 | -2 | -0.49% | Q3 2026 | Oct 05, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 397 | 4 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EASTERN BANK | History | No change | 415 | 4 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Estabrook Capital Management | History | No change | 376 | 4 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hartford Financial Management Inc. | History | No change | 380 | 4 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 427 | 4 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Field & Main Bank | History | No change | 364 | 4 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 360 | 4 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 384 | 4 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 420 | 4 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Knott David M Jr | History | No change | 428 | 4 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 405 | 4 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard National Trust Co | History | No change | 360 | 4 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rakuten Securities, Inc. | History | No change | 364 | 4 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 370 | 4 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bullock Wealth Management Group | History | No change | 384 | 4 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Vision Retirement, LLC | History | No change | 363 | 4 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 287 | 3 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 274 | 3 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ST GERMAIN D J CO INC | History | No change | 352 | 3 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NBT BANK, N.A. | History | No change | 344 | 3 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 351 | 3 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEBSTER BANK, N. A. | History | No change | 294 | 3 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AdvisorNet Financial, Inc | History | No change | 298 | 3 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 303 | 3 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 348 | 3 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CKW FINANCIAL GROUP | History | No change | 218 | 3 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 350 | 3 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Key FInancial Inc | History | No change | 266 | 3 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Avengers, Inc. | History | No change | 279 | 3 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 296 | 3 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Activest Wealth Management | History | No change | 275 | 3 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bell Investment Advisors, Inc | History | No change | 266 | 3 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hilltop National Bank | History | No change | 277 | 3 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Asset Planning,Inc | History | No change | 299 | 3 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hughes Financial Services, LLC | History | No change | 335 | 3 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aventura Private Wealth, LLC | History | No change | 297 | 3 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 270 | 3 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PlanVest Financial, Inc | History | No change | 293 | 3 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 199 | 2 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST HORIZON CORP | History | No change | 240 | 2 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 199 | 2 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 257 | 2 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 189 | 2 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| S&T BANK/PA | History | No change | 256 | 2 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 180 | 2 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 200 | 2 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hanson & Doremus Investment Management | History | No change | 169 | 2 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 241 | 2 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 216 | 2 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCF Advisors LLC | History | No change | 179 | 2 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 248 | 2 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Providence Capital Advisors, LLC | History | No change | 179 | 2 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ESL Trust Services, LLC | History | No change | 208 | 2 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TSFG, LLC | History | No change | 160 | 2 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Center for Financial Planning, Inc. | History | No change | 231 | 2 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Archer Investment Corp | History | No change | 199 | 2 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TFC Financial Management, Inc. | History | No change | 200 | 2 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MTM Investment Management, LLC | History | No change | 235 | 2 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 231 | 2 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Optiver Holding B.V. | History | No change | 209 | 2 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Davis Asset Management, L.P. | History | No change | 254 | 2 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nemes Rush Group LLC | History | No change | 244 | 2 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Raiffeisen Bank International AG | History | No change | 200 | 2 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kilter Group LLC | History | No change | 263 | 2 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Curat Global, LLC | History | No change | 244 | 2 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 195 | 2 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Burk Holdings LLC | History | No change | 252 | 2 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 89 | 2 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 264 | 2 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allied Private Wealth LLC | History | No change | 172 | 2 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Evelyn Partners Group Ltd | History | No change | 200 | 2 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Retirement Wealth Solutions LLC | History | New | 100 | 1 | 0.0% | — | 532 | +100 | New | Q3 2026 | Oct 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 157 | 1 | 0.0% | 0.0% | 513 | +25 | 18.94% | Q3 2026 | Oct 08, 2026 |
| BOKF, NA | History | No change | 115 | 1 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 167 | 1 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS | History | No change | 43 | 1 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 111 | 1 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GODSEY & GIBB, INC | History | No change | 135 | 1 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 97 | 1 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Marquette Asset Management, LLC | History | No change | 131 | 1 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 125 | 1 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MATHER GROUP, LLC. | History | No change | 90 | 1 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Oakworth Capital, Inc. | History | No change | 174 | 1 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 129 | 1 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Richardson Capital Management LLC | History | No change | 135 | 1 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 95 | 1 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Roble, Belko & Company, Inc | History | No change | 85 | 1 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Darwin Wealth Management, LLC | History | No change | 141 | 1 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 139 | 1 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| First Command Advisory Services, Inc. | History | No change | 92 | 1 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 148 | 1 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centerpoint Advisors, LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pflug Koory, LLC | History | No change | 146 | 1 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Truvestments Capital LLC | History | No change | 172 | 1 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 103 | 1 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 99 | 1 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 151 | 1 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Avalon Trust Co | History | No change | 125 | 1 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| High Note Wealth, LLC | History | No change | 136 | 1 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Zeit Capital LLC | History | No change | 90 | 1 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concord Wealth Partners | History | No change | 141 | 1 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Planning Group LLC | History | No change | 128 | 1 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| West Financial Advisors, LLC | History | No change | 134 | 1 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| RMG Wealth Management LLC | History | No change | 102 | 1 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 90 | 1 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 92 | 1 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 125 | 1 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Register Financial Advisors LLC | History | No change | 114 | 1 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 91 | 1 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Valued Wealth Advisors LLC | History | No change | 110 | 1 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Wealth Management Group, LLC | History | No change | 92 | 1 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 139 | 1 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BankPlus Trust Department | History | No change | 120 | 1 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 92 | 1 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dogwood Wealth Management LLC | History | No change | 116 | 1 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Holos Integrated Wealth LLC | History | No change | 107 | 1 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Napier Financial, LLC | History | No change | 156 | 1 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| United Financial Planning Group LLC | History | No change | 141 | 1 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 147 | 1 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 102 | 1 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BAYBAN | History | No change | 140 | 1 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Monetary Solutions, Ltd | History | No change | 110 | 1 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 94 | 1 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 147 | 1 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | History | New | 46 | 0 | — | — | — | +46 | New | Q3 2026 | Oct 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Davis Capital Management | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CENTRAL TRUST Co | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 89 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 86 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | No change | 72 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kimelman & Baird, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Westend Capital Management, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| North Star Investment Management Corp. | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bangor Savings Bank | History | No change | 88 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 64 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD Capital Management LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Community Financial Services Group, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Westside Investment Management, Inc. | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Horizon Investments, LLC | History | No change | 72 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Advisors | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Financial Management Professionals, Inc. | History | No change | 71 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JNBA Financial Advisors | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Heritage Wealth Advisors | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hurley Capital, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Anchor Investment Management, LLC | History | No change | 59 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Lavaca Capital LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Mascoma Wealth Management LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stone House Investment Management, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pacific Center for Financial Services | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bogart Wealth, LLC | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Crewe Advisors LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Triumph Capital Management | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quaker Wealth Management, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Costello Asset Management, INC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kozak & Associates, Inc. | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| IFS Advisors, LLC | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Princeton Global Asset Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Your Advocates Ltd., LLP | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 81 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LifeSteps Financial, Inc. | History | No change | 49 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CVA Family Office, LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighMark Wealth Management LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 83 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mechanics Financial Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IAG Wealth Partners, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Continuum Advisory, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Piscataqua Savings Bank | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 78 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corsicana & Co. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 68 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Leo H. Evart, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DecisionPoint Financial, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 64 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lodestone Wealth Management LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Abound Wealth Management | History | No change | 86 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Fortitude Family Office, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SWAN Capital LLC | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Co / SC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Capital Management Investments LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LAM GROUP, INC. | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quarry LP | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 84 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Aspect Partners, LLC | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Premier Financial Group | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| CGC Financial Services, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Centennial Bank/AR/ | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Bare Financial Services, Inc | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tidemark, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPL Wealth Management, LLC | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitlin John, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mosley Wealth Management | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 61 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WealthCollab, LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Capital Advisory, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank & Trust Co | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Fairscale Capital, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REAP Financial Group, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Graney & King, LLC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Synergy Investment Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Groupe la Francaise | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Rossby Financial, LCC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| WPG Advisers, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HFM Investment Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BIRCHBROOK, INC. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Boreal Capital Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basepoint Wealth LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strive Financial Group ,LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Torren Management, LLC | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Key Capital Management, INC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Signature Equity Partners, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EFG International AG | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunrise Financial Services, LLC | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Phillip James Consulting Co. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Markowski Investments | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |