Klaviyo, Inc. - KVYO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUMMIT PARTNERS L P | History | No change | 18,852,778 | 284,676 | 46.75% | 46.75% | 1 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital International Investors | History | No change | 10,482,971 | 158,292 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 7,692,774 | 116,160 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 7,612,078 | 114,942 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 6,566,155 | 99,148 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 5,990,660 | 90,458 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Whale Rock Capital Management LLC | History | No change | 5,528,166 | 83,475 | 0.67% | 0.67% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 5,049,414 | 76,246 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 4,444,684 | 67,114 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 4,117,367 | 62,172 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sands Capital Alternatives, LLC | History | No change | 3,928,146 | 59,315 | 9.67% | 9.67% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,819,545 | 57,675 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,773,750 | 41,883 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,476,695 | 37,408 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 2,319,638 | 35,026 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GREENOAKS LLC | History | No change | 2,316,796 | 34,983 | 1.48% | 1.48% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital World Investors | History | No change | 2,097,263 | 31,668 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,797,200 | 27,137 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 1,708,900 | 25,804 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,695,412 | 25,600 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Jupiter Topco LLC | History | No change | 1,614,070 | 24,373 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,560,244 | 23,559 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,392,659 | 21,029 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearbridge Investments, LLC | History | No change | 1,384,236 | 20,901 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Islander Capital Partners, L.P. | History | No change | 1,383,304 | 20,887 | 7.58% | 7.58% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiera Capital Corp | History | No change | 1,377,721 | 20,803 | 0.08% | 0.08% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Barton Investment Management | History | No change | 1,256,608 | 18,974 | 2.57% | 2.57% | 27 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 1,252,119 | 18,906 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 1,218,359 | 18,397 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,194,162 | 18,031 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 1,143,476 | 17,266 | 0.1% | 0.1% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,130,134 | 17,065 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 1,118,899 | 16,895 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 1,114,467 | 16,828 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,088,959 | 16,443 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,029,824 | 15,550 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 1,002,210 | 15,133 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | No change | 962,136 | 14,528 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bienville Capital Management, LLC | History | No change | 938,354 | 14,169 | 1.89% | 1.89% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 934,136 | 14,105 | 0.09% | 0.09% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 901,395 | 13,611 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 893,331 | 13,489 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 822,316 | 12,416 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 817,683 | 12,303 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | No change | 814,142 | 12,293 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 796,891 | 12,033 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Delta Global Management LP | History | No change | 690,658 | 10,428 | 1.13% | 1.13% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 678,134 | 10,239 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | No change | 636,230 | 9,607 | 0.06% | 0.06% | 49 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 573,727 | 8,663 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 548,676 | 8,285 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | No change | 543,176 | 8,201 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 528,368 | 7,978 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Voleon Capital Management LP | History | No change | 477,352 | 7,208 | 0.13% | 0.13% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 469,280 | 7,086 | 0.09% | 0.09% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 457,937 | 6,914 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 435,481 | 6,575 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 418,409 | 6,317 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Morangie Management LLC | History | No change | 403,166 | 6,087 | 5.05% | 5.05% | 59 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 364,666 | 5,506 | 0.56% | 0.56% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Nuveen, LLC | History | No change | 359,127 | 5,422 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 344,823 | 5,206 | 0.1% | 0.1% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 333,001 | 5,028 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 317,805 | 4,798 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 315,500 | 4,764 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 313,766 | 4,737 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 307,682 | 4,645 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 307,282 | 4,639 | 0.19% | 0.19% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORMULA GROWTH LTD | History | No change | 300,000 | 4,530 | 1.59% | 1.59% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BW Gestao de Investimentos Ltda. | History | No change | 293,565 | 4,432 | 0.09% | 0.09% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 280,600 | 4,237 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 271,505 | 4,099 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 257,260 | 3,884 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 244,903 | 3,698 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 240,885 | 3,637 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LGT Fund Management Co Ltd. | History | No change | 230,100 | 3,474 | 0.14% | 0.14% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALGERT GLOBAL LLC | History | No change | 227,320 | 3,432 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 226,700 | 3,423 | 0.3% | 0.3% | 78 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 211,751 | 3,197 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SANDS CAPITAL MANAGEMENT, LLC | History | No change | 198,806 | 3,001 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 198,284 | 2,995 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | No change | 193,037 | 2,914 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 187,536 | 2,831 | 0.1% | 0.1% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 179,631 | 2,712 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 176,600 | 2,666 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 167,309 | 2,526 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 163,004 | 2,461 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 157,385 | 2,376 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Brevan Howard Capital Management LP | History | No change | 149,608 | 2,259 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 131,860 | 1,991 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 131,709 | 1,988 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 131,028 | 1,978 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 128,408 | 1,938 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Walleye Capital LLC | History | No change | 123,603 | 1,866 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Shay Capital LLC | History | No change | 117,500 | 1,774 | 0.11% | 0.11% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 114,214 | 1,724 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Night Squared LP | History | No change | 112,588 | 1,700 | 0.18% | 0.18% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 109,527 | 1,653 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIL Ltd | History | No change | 105,586 | 1,594 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 101,204 | 1,528 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 98,034 | 1,480 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 96,932 | 1,464 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 93,699 | 1,414 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kerrisdale Advisers, LLC | History | No change | 91,120 | 1,375 | 0.34% | 0.34% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 89,430 | 1,350 | 0.37% | 0.37% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Whetstone Capital Advisors, LLC | History | No change | 88,946 | 1,343 | 0.35% | 0.35% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 83,744 | 1,264 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 81,055 | 1,223 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 78,426 | 1,184 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 77,800 | 1,174 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 77,709 | 1,173 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners LLC | History | No change | 75,161 | 1,134 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 71,264 | 1,076 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Renaissance Capital LLC | History | No change | 70,905 | 1,070 | 0.59% | 0.59% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 68,347 | 1,032 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 68,288 | 1,031 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | History | No change | 67,900 | 1,025 | 0.34% | 0.34% | 117 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SEI INVESTMENTS CO | History | No change | 67,435 | 1,018 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BloombergSen Inc. | History | No change | 67,071 | 1,012 | 0.08% | 0.08% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 66,966 | 1,011 | 0.23% | 0.23% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | No change | 65,000 | 981 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 61,533 | 929 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Optimus Prime Fund Management Co., Ltd. | History | No change | 60,000 | 906 | 0.07% | 0.07% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | No change | 59,210 | 894 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 57,375 | 866 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 54,279 | 819 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ALLSTATE CORP | History | No change | 54,171 | 817 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 53,987 | 815 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 52,094 | 787 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LAVELLE CAPITAL LP | History | No change | 51,100 | 771 | 0.33% | 0.33% | 130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mariner, LLC | History | No change | 48,579 | 733 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 47,592 | 718 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IEQ CAPITAL, LLC | History | No change | 47,432 | 716 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 46,010 | 694 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 45,406 | 685 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Handelsbanken Fonder AB | History | No change | 43,700 | 660 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Qsemble Capital Management, LP | History | No change | 43,427 | 655 | 0.08% | 0.08% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quadrature Capital Ltd | History | No change | 42,711 | 644 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 32,064 | 623 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 39,625 | 598 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 38,769 | 585 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 38,651 | 584 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arizona State Retirement System | History | No change | 38,579 | 582 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 36,900 | 557 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 34,570 | 522 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 33,392 | 504 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, LLC | History | No change | 33,053 | 499 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 32,782 | 495 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 32,300 | 487 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 32,148 | 485 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clifford Group, LLC | History | No change | 31,634 | 477 | 0.33% | 0.33% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rangeley Capital, LLC | History | No change | 31,000 | 468 | 0.43% | 0.43% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 30,248 | 456 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 29,800 | 449 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gryphon Financial Partners LLC | History | No change | 29,217 | 441 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Miramar Capital, LLC | History | No change | 28,572 | 431 | 0.09% | 0.09% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORGES BANK | History | No change | 27,514 | 415 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | No change | 27,531 | 415 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 25,197 | 380 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 24,968 | 377 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 24,812 | 374 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 24,771 | 374 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AXQ CAPITAL, LP | History | No change | 24,541 | 370 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bridgefront Capital, LLC | History | No change | 24,222 | 365 | 0.1% | 0.1% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 23,836 | 359 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnetar Financial LLC | History | No change | 23,809 | 359 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | No change | 23,400 | 353 | 0.08% | 0.08% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 23,320 | 352 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EntryPoint Capital, LLC | History | No change | 23,249 | 351 | 0.09% | 0.09% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 22,878 | 345 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 21,926 | 331 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pictet Asset Management Holding SA | History | No change | 21,547 | 325 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 19,187 | 324 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 21,284 | 321 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 20,306 | 306 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 19,693 | 297 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Seelaus Asset Management LLC | History | No change | 19,302 | 291 | 0.2% | 0.2% | 177 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Inspire Investing, LLC | History | No change | 19,233 | 290 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 18,751 | 283 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 18,476 | 278 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 18,285 | 276 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| National Philanthropic Trust | History | No change | 18,300 | 276 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truepoint, Inc. | History | No change | 17,615 | 265 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BRANDYWINE MANAGERS, LLC | History | No change | 17,384 | 262 | 0.13% | 0.13% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 16,897 | 255 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quantbot Technologies LP | History | No change | 16,829 | 254 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Woodline Partners LP | History | No change | 16,773 | 253 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | No change | 16,574 | 250 | 0.12% | 0.12% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 16,418 | 247 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Twin Tree Management, LP | History | No change | 15,500 | 234 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abu Dhabi Investment Council Co P.J.S.C | History | No change | 15,127 | 228 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 14,800 | 223 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 14,622 | 220 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 14,613 | 220 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 13,993 | 211 | 0.06% | 0.06% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DSM CAPITAL PARTNERS LLC | History | No change | 13,813 | 208 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 13,417 | 202 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Savvy Advisors, Inc. | History | No change | 13,402 | 202 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | No change | 13,037 | 196 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | No change | 12,933 | 195 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dakota Wealth Management | History | No change | 12,895 | 194 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 12,777 | 192 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 12,390 | 184 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 11,287 | 176 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ballentine Partners, LLC | History | No change | 11,596 | 175 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arax Advisory Partners | History | No change | 11,627 | 175 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BBR PARTNERS, LLC | History | No change | 11,584 | 174 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 11,450 | 172 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Headlands Technologies LLC | History | No change | 11,438 | 172 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 11,081 | 167 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 10,682 | 161 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 10,695 | 161 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,990 | 136 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M&G Plc | History | No change | 9,103 | 136 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 7,089 | 107 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 6,254 | 94 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 5,958 | 89 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 5,583 | 84 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 4,612 | 69 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bayforest Capital Ltd | History | No change | 4,199 | 63 | 0.06% | 0.06% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KBC Group NV | History | No change | 3,936 | 59 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sterling Capital Management LLC | History | No change | 3,446 | 52 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MetLife Investment Management, LLC | History | No change | 3,497 | 52 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | No change | 2,931 | 44 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| State of Wyoming | History | No change | 2,268 | 34 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 2,206 | 33 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,170 | 32 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 2,150 | 32 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,104 | 31 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,097 | 31 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 1,750 | 26 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rakuten Securities, Inc. | History | No change | 1,703 | 25 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1,519 | 22 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,416 | 21 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,281 | 19 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 800 | 12 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 761 | 11 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 680 | 10 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | No change | 600 | 9 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FIRST HORIZON CORP | History | No change | 589 | 8 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 547 | 8 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Activest Wealth Management | History | No change | 466 | 7 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 360 | 5 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 272 | 4 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 208 | 3 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 204 | 3 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| SIGNATUREFD, LLC | History | No change | 208 | 3 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bogart Wealth, LLC | History | No change | 158 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 145 | 2 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Osbon Capital Management LLC | History | No change | 173 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 161 | 2 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 133 | 2 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bare Financial Services, Inc | History | No change | 190 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kilter Group LLC | History | No change | 171 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 152 | 2 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | No change | 159 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | New | 100 | 1 | 0.0% | — | 265 | +100 | New | Q3 2026 | Oct 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 118 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elequin Capital, LP | History | No change | 71 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 86 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | No change | 106 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 120 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Quarry LP | History | No change | 83 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Management Group, LLC | History | No change | 131 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SouthState Bank Corp | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Manchester Capital Management LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Avion Wealth | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SJS Investment Consulting Inc. | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CoreCap Advisors, LLC | History | No change | 59 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Park Place Capital Corp | History | No change | 61 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fairscale Capital, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Financial Management LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |