COCA COLA FEMSA SAB DE CV - KOF
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GATES FOUNDATION TRUST | History | No change | 6,214,719 | 660,313 | 1.92% | 1.92% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 1,180,686 | 125,438 | 0.11% | 0.11% | 2 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tweedy, Browne Co LLC | History | No change | 1,160,570 | 123,310 | 9.34% | 9.34% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 969,679 | 103,028 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 527,484 | 56,045 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 496,822 | 52,787 | 0.27% | 0.27% | 6 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 476,898 | 50,670 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cullen Capital Management, LLC | History | No change | 447,737 | 47,572 | 0.47% | 0.47% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 419,526 | 44,574 | 0.08% | 0.08% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Eagle Investment Management, LLC | History | No change | 392,739 | 41,728 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | No change | 327,538 | 34,800 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 286,020 | 30,389 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Skerryvore Asset Management Ltd | History | No change | 264,590 | 28,112 | 25.1% | 25.1% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 225,493 | 23,958 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 210,720 | 22,565 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 208,244 | 22,125 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 202,985 | 21,567 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 193,707 | 20,581 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BlackRock, Inc. | History | No change | 186,271 | 19,791 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 181,355 | 19,268 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 169,512 | 18,019 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 150,959 | 16,039 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 147,105 | 15,629 | 0.2% | 0.2% | 23 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Qube Research & Technologies Ltd | History | No change | 140,580 | 14,936 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 140,220 | 14,898 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearbridge Investments, LLC | History | No change | 140,210 | 14,897 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 119,815 | 12,864 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 114,470 | 12,162 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 107,319 | 11,402 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 91,089 | 9,678 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital International, Inc./CA/ | History | No change | 90,641 | 9,630 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 85,878 | 9,124 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 79,514 | 8,448 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 78,880 | 8,380 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 75,696 | 8,040 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 74,707 | 7,937 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 62,994 | 6,693 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 62,930 | 6,686 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Martin Capital Partners, LLC | History | Reduced | 56,825 | 6,139 | 2.2% | 2.23% | 39 | -166 | -0.29% | Q3 2026 | Oct 07, 2026 |
| Gradient Investments LLC | History | Reduced | 52,006 | 5,618 | 0.08% | 0.08% | 40 | -17 | -0.03% | Q3 2026 | Oct 08, 2026 |
| Quantinno Capital Management LP | History | No change | 49,764 | 5,287 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 48,734 | 5,177 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | History | No change | 42,492 | 4,514 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Broyhill Asset Management, LLC | History | No change | 41,129 | 4,369 | 3.88% | 3.88% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BLI - Banque de Luxembourg Investments | History | No change | 38,950 | 4,186 | 0.15% | 0.15% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 39,019 | 4,145 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 37,596 | 3,994 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TrueMark Investments, LLC | History | No change | 36,902 | 3,920 | 0.49% | 0.49% | 48 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OPAL CAPITAL LLC | History | No change | 36,902 | 3,920 | 0.7% | 0.7% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 35,325 | 3,747 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 34,582 | 3,674 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 34,522 | 3,668 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 34,110 | 3,624 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 33,546 | 3,564 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aperture Investors, LLC | History | No change | 33,163 | 3,523 | 0.32% | 0.32% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | No change | 30,458 | 3,291 | 0.98% | 0.98% | 56 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 30,979 | 3,291 | 0.34% | 0.34% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JT Stratford LLC | History | No change | 29,601 | 3,145 | 0.34% | 0.34% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 29,199 | 3,102 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Seafarer Capital Partners, LLC | History | No change | 29,000 | 3,081 | 0.71% | 0.71% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 25,795 | 2,740 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 25,419 | 2,700 | 0.26% | 0.26% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VPR Management LLC | History | No change | 24,789 | 2,633 | 1.06% | 1.06% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 24,776 | 2,632 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 24,252 | 2,576 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Vise Technologies, Inc. | History | No change | 23,835 | 2,532 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 23,582 | 2,505 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 22,660 | 2,407 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 21,830 | 2,319 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 19,859 | 2,110 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 19,800 | 2,104 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 19,501 | 2,071 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 18,300 | 1,944 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 33,619 | 1,853 | 0.43% | 0.43% | 74 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 16,914 | 1,797 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 16,681 | 1,772 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MRP Capital Investments, LLC | History | No change | 16,395 | 1,741 | 1.28% | 1.28% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 16,092 | 1,709 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 15,743 | 1,672 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 14,692 | 1,561 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| X-Square Capital, LLC | History | No change | 14,630 | 1,554 | 0.39% | 0.39% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 14,201 | 1,509 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 14,192 | 1,507 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 13,848 | 1,471 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | No change | 13,435 | 1,427 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 13,296 | 1,412 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point Nemo Capital, LLC | History | No change | 12,408 | 1,318 | 0.67% | 0.67% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STRS OHIO | History | No change | 11,136 | 1,183 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quadrature Capital Ltd | History | No change | 11,142 | 1,183 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caprock Group, LLC | History | No change | 10,463 | 1,111 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 10,111 | 1,092 | 0.12% | 0.12% | 91 | +330 | 3.37% | Q3 2026 | Oct 09, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 10,236 | 1,087 | 0.7% | 0.7% | 92 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RENAISSANCE GROUP LLC | History | No change | 9,990 | 1,061 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | No change | 9,719 | 1,032 | 0.57% | 0.57% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GABELLI FUNDS LLC | History | No change | 9,700 | 1,030 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 9,491 | 1,008 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 9,065 | 963 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 9,004 | 956 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 8,512 | 904 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,500 | 903 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,288 | 880 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Kathmere Capital Management, LLC | History | No change | 8,146 | 865 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jump Financial, LLC | History | No change | 8,130 | 863 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 8,120 | 862 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 8,043 | 854 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 7,850 | 834 | 0.16% | 0.16% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 7,676 | 829 | 0.02% | 0.02% | 107 | +991 | 14.82% | Q3 2026 | Oct 13, 2026 |
| CITIGROUP INC | History | No change | 7,770 | 825 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 7,603 | 807 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | No change | 7,395 | 785 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Advisors Asset Management, Inc. | History | No change | 7,282 | 773 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 7,219 | 766 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | No change | 7,010 | 744 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,601 | 701 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 6,600 | 701 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 6,455 | 685 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 6,424 | 682 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 6,425 | 682 | 0.22% | 0.22% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 6,316 | 671 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Convergence Financial, LLC | History | No change | 6,016 | 639 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savant Capital, LLC | History | No change | 5,967 | 634 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,910 | 627 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | No change | 5,855 | 611 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | No change | 5,691 | 604 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| M&T BANK CORP | History | No change | 5,557 | 590 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Americana Partners, LLC | History | No change | 5,468 | 580 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 5,336 | 566 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FCG Investment Co | History | Added to | 5,164 | 557 | 0.18% | 0.15% | 128 | +1,207 | 30.5% | Q3 2026 | Oct 13, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | No change | 5,044 | 535 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 4,950 | 525 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 4,594 | 488 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 4,457 | 473 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 4,452 | 473 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Balefire, LLC | History | Reduced | 4,311 | 465 | 0.07% | 0.11% | 134 | -1,800 | -29.46% | Q3 2026 | Oct 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,348 | 461 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,274 | 454 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,257 | 452 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,142 | 440 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 3,970 | 421 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 3,830 | 413 | 0.01% | 0.01% | 140 | +42 | 1.11% | Q3 2026 | Oct 01, 2026 |
| IEQ CAPITAL, LLC | History | No change | 3,801 | 403 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | No change | 3,716 | 394 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sage Investment Counsel LLC | History | No change | 3,700 | 393 | 0.39% | 0.39% | 143 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Russell Investments Group, Ltd. | History | No change | 3,572 | 379 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Global Investments | History | No change | 3,472 | 369 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | No change | 3,463 | 367 | 0.08% | 0.08% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 3,362 | 357 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| R Squared Ltd | History | No change | 3,334 | 354 | 0.19% | 0.19% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Alhambra Investment Management LLC | History | No change | 3,317 | 352 | 0.15% | 0.15% | 149 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ballentine Partners, LLC | History | No change | 2,946 | 313 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Inspire Advisors, LLC | History | No change | 2,908 | 308 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 2,870 | 304 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital International Sarl | History | No change | 2,850 | 302 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 2,730 | 290 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,726 | 289 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 2,661 | 283 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mattson Financial Services, LLC | History | No change | 2,775 | 283 | 0.06% | 0.06% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 2,608 | 277 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 2,580 | 274 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brown Financial Advisors | History | No change | 2,580 | 274 | 0.1% | 0.1% | 160 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,550 | 270 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 2,427 | 257 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prospera Financial Services Inc | History | No change | 2,390 | 253 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HAMEL ASSOCIATES, INC. | History | No change | 2,375 | 252 | 0.07% | 0.07% | 164 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | No change | 2,373 | 252 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aprio Wealth Management, LLC | History | No change | 2,261 | 240 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,258 | 239 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ABC ARBITRAGE SA | History | No change | 2,223 | 236 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 2,208 | 234 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 2,067 | 220 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RHUMBLINE ADVISERS | History | No change | 2,060 | 218 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HBK Sorce Advisory LLC | History | No change | 2,016 | 218 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ascent Group, LLC | History | No change | 2,032 | 215 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,013 | 213 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Venturi Wealth Management, LLC | History | No change | 1,915 | 203 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 1,728 | 183 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hartford Financial Management Inc. | History | No change | 1,298 | 137 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,230 | 130 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 1,134 | 120 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,101 | 116 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 1,073 | 114 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 1,063 | 112 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,100 | 105 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KBC Group NV | History | No change | 955 | 101 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Inspire Investing, LLC | History | No change | 950 | 100 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 920 | 97 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 908 | 96 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Community Financial Services Group, LLC | History | No change | 872 | 92 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Parvin Asset Management, LLC | History | No change | 875 | 92 | 0.07% | 0.07% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 700 | 74 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 698 | 74 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 676 | 73 | 0.0% | 0.0% | 192 | +9 | 1.35% | Q3 2026 | Oct 08, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 680 | 72 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parallel Advisors, LLC | History | No change | 606 | 64 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triumph Capital Management | History | No change | 585 | 62 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 573 | 60 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | No change | 555 | 58 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | No change | 496 | 52 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 484 | 51 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 483 | 51 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smartleaf Asset Management LLC | History | No change | 346 | 37 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 335 | 36 | 0.0% | 0.0% | 202 | +69 | 25.94% | Q3 2026 | Oct 08, 2026 |
| Corient IA LP | History | No change | 340 | 36 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 311 | 33 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lavaca Capital LLC | History | No change | 303 | 32 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 296 | 31 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Byrne Asset Management LLC | History | No change | 290 | 30 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| SBI Securities Co., Ltd. | History | No change | 271 | 28 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 258 | 27 | 0.0% | 0.0% | 209 | -4 | -1.53% | Q3 2026 | Oct 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 200 | 21 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 192 | 20 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 176 | 19 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| IFP Advisors, Inc | History | No change | 168 | 17 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Westfuller Advisors, LLC | History | No change | 169 | 17 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Larson Financial Group LLC | History | No change | 151 | 16 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Costello Asset Management, INC | History | No change | 141 | 14 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 120 | 12 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 115 | 12 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 112 | 11 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parkside Financial Bank & Trust | History | No change | 111 | 11 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| ASSETMARK, INC | History | No change | 92 | 9 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Grove Bank & Trust | History | No change | 90 | 9 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Bogart Wealth, LLC | History | No change | 91 | 9 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Whipplewood Advisors, LLC | History | No change | 92 | 9 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 76 | 8 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Continuum Advisory, LLC | History | No change | 80 | 8 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 81 | 8 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 58 | 6 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allied Private Wealth LLC | History | No change | 55 | 5 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 42 | 4 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Princeton Global Asset Management LLC | History | No change | 41 | 4 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WPG Advisers, LLC | History | No change | 47 | 4 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 39 | 4 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 37 | 3 | 0.0% | 0.0% | 236 | -2 | -5.13% | Q3 2026 | Oct 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 37 | 3 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bell Investment Advisors, Inc | History | No change | 30 | 3 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Bare Financial Services, Inc | History | No change | 30 | 3 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Signature Equity Partners, LLC | History | No change | 34 | 3 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 33 | 3 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| First Command Advisory Services, Inc. | History | No change | 21 | 2 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | No change | 22 | 2 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | No change | 16 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPL Wealth Management, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EFG International AG | History | No change | 18 | 1 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,693 | -100.0% | Q3 2026 | Oct 07, 2026 |
| North Star Investment Management Corp. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IMA Advisory Services, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SHP Wealth Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LRI Investments, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |