QUAKER CHEMICAL CORP - KWR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 2,110,468 | 335,290 | 0.0% | 0.0% | 1 | +86,364 | 4.27% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 944,939 | 150,122 | 0.01% | 0.01% | 2 | +15,526 | 1.67% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 860,494 | 136,706 | 1.1% | 1.01% | 3 | +36,591 | 4.44% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 776,181 | 123,308 | 0.02% | 0.02% | 4 | +25,392 | 3.38% | Q2 2026 | Aug 11, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 679,621 | 107,971 | 0.02% | 0.02% | 5 | -68,520 | -9.16% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 623,889 | 99,117 | 0.0% | 0.0% | 6 | +151 | 0.02% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 573,661 | 91,137 | 0.0% | 0.0% | 7 | -40,815 | -6.64% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 571,422 | 90,744 | 0.0% | 0.0% | 8 | +28,564 | 5.26% | Q2 2026 | Aug 07, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 436,463 | 69,341 | 0.1% | 0.07% | 9 | +94,889 | 27.78% | Q2 2026 | Aug 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 420,535 | 66,810 | 0.2% | 0.16% | 10 | +32,129 | 8.27% | Q2 2026 | Aug 11, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 392,247 | 62,317 | 0.49% | 0.43% | 11 | -3,718 | -0.94% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 354,932 | 56,399 | 0.0% | 0.0% | 12 | +18,645 | 5.54% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 310,443 | 50,058 | 0.08% | 0.07% | 13 | -15,581 | -4.78% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 295,250 | 46,359 | 0.0% | 0.0% | 14 | -68,236 | -18.77% | Q2 2026 | Aug 12, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 260,471 | 41,381 | 0.69% | 0.64% | 15 | -13,418 | -4.9% | Q2 2026 | Aug 20, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 258,068 | 40,999 | 0.84% | 0.73% | 16 | -6,983 | -2.63% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 233,176 | 37,044 | 0.0% | 0.0% | 17 | +9,146 | 4.08% | Q2 2026 | Aug 14, 2026 |
| Global Alpha Capital Management Ltd. | History | Added to | 216,161 | 34,341 | 2.06% | 1.27% | 18 | +46,402 | 27.33% | Q2 2026 | Aug 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 210,015 | 33,365 | 0.01% | 0.01% | 19 | -11,000 | -4.98% | Q2 2026 | Aug 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 205,757 | 32,688 | 0.0% | 0.0% | 20 | -5,167 | -2.45% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 205,563 | 32,207 | 0.02% | 0.02% | 21 | +17,713 | 9.43% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | New | 198,095 | 31,472 | 0.01% | — | 22 | +198,095 | New | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 191,819 | 30,474 | 0.0% | 0.0% | 23 | -3,870 | -1.98% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 179,862 | 28,574 | 0.02% | 0.03% | 24 | -135,897 | -43.04% | Q2 2026 | Aug 07, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 165,289 | 26,259 | 1.17% | 0.82% | 25 | +35,496 | 27.35% | Q2 2026 | Aug 11, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 162,974 | 25,891 | 0.04% | 0.02% | 26 | +68,436 | 72.39% | Q2 2026 | Aug 05, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 156,874 | 24,922 | 0.44% | 0.42% | 27 | -1,130 | -0.72% | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 199,349 | 24,766 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 143,983 | 22,874 | 0.01% | 0.01% | 29 | -20,930 | -12.69% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 135,064 | 21,457 | 0.0% | 0.0% | 30 | +3,026 | 2.29% | Q2 2026 | Aug 06, 2026 |
| Aberdeen Group plc | History | Added to | 131,863 | 20,949 | 0.03% | 0.02% | 31 | +27,000 | 25.75% | Q2 2026 | Jul 31, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 122,549 | 19,469 | 0.09% | 0.09% | 32 | -26,947 | -18.03% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 117,659 | 18,692 | 0.0% | 0.0% | 33 | +15,035 | 14.65% | Q2 2026 | Aug 03, 2026 |
| Hosking Partners LLP | History | Reduced | 112,605 | 17,889 | 0.59% | 0.51% | 34 | -2,064 | -1.8% | Q2 2026 | Aug 03, 2026 |
| Invesco Ltd. | History | Reduced | 107,611 | 17,096 | 0.0% | 0.0% | 35 | -81,629 | -43.14% | Q2 2026 | Aug 14, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Added to | 106,074 | 16,851 | 0.85% | 0.63% | 36 | +36,825 | 53.18% | Q2 2026 | Aug 13, 2026 |
| Tributary Capital Management, LLC | History | New | 92,150 | 14,639 | 1.2% | — | 37 | +92,150 | New | Q2 2026 | Jul 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 91,359 | 14,514 | 0.0% | 0.0% | 38 | +2,061 | 2.31% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 91,105 | 14,473 | 0.0% | 0.0% | 39 | +2,383 | 2.69% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 90,178 | 14,326 | 0.01% | 0.01% | 40 | +5,750 | 6.81% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 86,687 | 13,771 | 0.02% | 0.02% | 41 | -3,917 | -4.32% | Q2 2026 | Jul 29, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 86,031 | 13,667 | 0.13% | 0.13% | 42 | -7,195 | -7.72% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 84,467 | 13,419 | 0.01% | 0.01% | 43 | +1,208 | 1.45% | Q2 2026 | Aug 04, 2026 |
| LUMINUS MANAGEMENT LLC | History | Reduced | 78,196 | 12,422 | 8.49% | 10.22% | 44 | -58,004 | -42.59% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 65,817 | 10,456 | 0.0% | 0.0% | 45 | +14,225 | 27.57% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | Reduced | 64,780 | 10,291 | 0.0% | 0.0% | 46 | -92 | -0.14% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 61,005 | 9,693 | 0.0% | 0.0% | 47 | +6,260 | 11.43% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | Added to | 58,648 | 9,317 | 0.01% | 0.01% | 48 | +233 | 0.4% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 56,729 | 9,012 | 0.01% | 0.01% | 49 | -12,907 | -18.53% | Q2 2026 | Aug 14, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 53,733 | 8,536 | 0.37% | 0.51% | 50 | -70,209 | -56.65% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 53,019 | 8,423 | 0.0% | 0.0% | 51 | +3,495 | 7.06% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 48,762 | 7,746 | 0.0% | 0.0% | 52 | +24,170 | 98.28% | Q2 2026 | Aug 03, 2026 |
| ProShare Advisors LLC | History | Reduced | 48,451 | 7,697 | 0.01% | 0.01% | 53 | -1,549 | -3.1% | Q2 2026 | Aug 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 47,134 | 7,488 | 0.02% | 0.02% | 54 | -1,903 | -3.88% | Q2 2026 | Aug 13, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | New | 42,220 | 6,707 | 0.13% | — | 55 | +42,220 | New | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 39,652 | 6,300 | 0.0% | 0.0% | 56 | +3,784 | 10.55% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 37,254 | 5,918 | 0.0% | 0.0% | 57 | -4,118 | -9.95% | Q2 2026 | Aug 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 34,484 | 5,478 | 0.01% | 0.01% | 58 | +777 | 2.31% | Q2 2026 | Aug 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 32,997 | 5,242 | 0.0% | 0.0% | 59 | -1,250 | -3.65% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | Reduced | 30,866 | 4,903 | 0.0% | 0.0% | 60 | -49 | -0.16% | Q2 2026 | Aug 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 29,838 | 4,740 | 0.11% | 0.07% | 61 | +5,069 | 20.47% | Q2 2026 | Jul 28, 2026 |
| WINTON GROUP Ltd | History | New | 29,825 | 4,738 | 0.15% | — | 62 | +29,825 | New | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 29,049 | 4,615 | 0.0% | 0.0% | 63 | +16,239 | 126.77% | Q2 2026 | Aug 14, 2026 |
| Emerald Investment Advisers, LLC | History | Added to | 28,670 | 4,554 | 0.3% | 0.2% | 64 | +10,806 | 60.49% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | Added to | 27,800 | 4,416 | 0.0% | 0.0% | 65 | +400 | 1.46% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | Reduced | 27,279 | 4,333 | 0.19% | 0.26% | 66 | -11,363 | -29.41% | Q2 2026 | Aug 14, 2026 |
| Bastion Asset Management Inc. | History | Reduced | 29,158 | 4,282 | 1.45% | 1.7% | 67 | -15,108 | -34.13% | Q2 2026 | Aug 10, 2026 |
| XTX Topco Ltd | History | Added to | 26,277 | 4,174 | 0.05% | 0.04% | 68 | +7,879 | 42.83% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 26,245 | 4,169 | 0.07% | 0.06% | 69 | -4,739 | -15.29% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 25,946 | 4,122 | 0.0% | 0.0% | 70 | -193 | -0.74% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 24,893 | 3,954 | 0.0% | 0.0% | 71 | -522 | -2.05% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 24,609 | 3,909 | 0.0% | 0.0% | 72 | -18,774 | -43.28% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 23,292 | 3,702 | 0.0% | 0.0% | 73 | +1,208 | 5.47% | Q2 2026 | Aug 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 22,838 | 3,628 | 0.02% | 0.02% | 74 | -15,765 | -40.84% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 22,834 | 3,627 | 0.0% | 0.0% | 75 | -1,253 | -5.2% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 21,832 | 3,468 | 0.03% | 0.02% | 76 | +8,579 | 64.73% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 20,163 | 3,203 | 0.0% | 0.0% | 77 | +4,942 | 32.47% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 18,669 | 2,965 | 0.0% | 0.0% | 78 | +7,344 | 64.85% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 18,540 | 2,945 | 0.01% | 0.0% | 79 | -374 | -1.98% | Q2 2026 | Jul 23, 2026 |
| Cerity Partners LLC | History | Reduced | 18,518 | 2,942 | 0.0% | 0.0% | 80 | -819 | -4.24% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 17,383 | 2,761 | 0.0% | 0.0% | 81 | +1,571 | 9.94% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | New | 17,322 | 2,752 | 0.0% | — | 82 | +17,322 | New | Q2 2026 | Aug 04, 2026 |
| Bridge City Capital, LLC | History | Reduced | 17,192 | 2,731 | 0.62% | 0.6% | 83 | -339 | -1.93% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 16,562 | 2,660 | 0.0% | 0.0% | 84 | +6,709 | 68.09% | Q2 2026 | Aug 14, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 16,506 | 2,622 | 0.58% | 0.52% | 85 | -252 | -1.5% | Q2 2026 | Aug 11, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 16,440 | 2,611 | 0.01% | 0.01% | 86 | -125 | -0.75% | Q2 2026 | Aug 10, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 15,731 | 2,499 | 0.32% | 0.18% | 88 | +5,662 | 56.23% | Q2 2026 | Jul 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 15,736 | 2,499 | 0.0% | 0.0% | 87 | -1,336 | -7.83% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 15,288 | 2,428 | 0.0% | 0.0% | 89 | +2,739 | 21.83% | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 14,083 | 2,237 | 0.0% | 0.0% | 90 | +145 | 1.04% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 17,477 | 2,171 | 0.0% | 0.0% | 91 | +778 | 4.66% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 11,707 | 1,859 | 0.0% | 0.0% | 92 | +2,579 | 28.25% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 11,652 | 1,851 | 0.0% | 0.0% | 93 | +7 | 0.06% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 11,504 | 1,827 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 11,475 | 1,823 | 0.0% | 0.0% | 95 | +3,182 | 38.37% | Q2 2026 | Aug 07, 2026 |
| Squarepoint Ops LLC | History | Added to | 11,437 | 1,816 | 0.0% | 0.0% | 96 | +7,184 | 168.92% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 11,414 | 1,813 | 0.0% | 0.0% | 97 | -14,314 | -55.64% | Q2 2026 | Sep 02, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 11,247 | 1,786 | 0.01% | 0.01% | 98 | -990 | -8.09% | Q2 2026 | Aug 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 10,908 | 1,732 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 10,846 | 1,723 | 0.0% | 0.0% | 100 | +4,937 | 83.55% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 10,416 | 1,654 | 0.0% | 0.0% | 101 | +470 | 4.73% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 9,403 | 1,493 | 0.0% | 0.0% | 102 | +803 | 9.34% | Q2 2026 | Aug 07, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Reduced | 9,148 | 1,453 | 0.19% | 0.44% | 103 | -16,140 | -63.82% | Q2 2026 | Aug 14, 2026 |
| Penn Capital Management Company, LLC | History | Reduced | 9,137 | 1,451 | 0.09% | 0.17% | 104 | -8,024 | -46.76% | Q2 2026 | Jul 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 9,009 | 1,431 | 0.0% | 0.0% | 105 | -134 | -1.47% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 9,000 | 1,429 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Added to | 8,660 | 1,375 | 0.0% | 0.0% | 107 | +2,014 | 30.3% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 8,594 | 1,365 | 0.01% | 0.01% | 108 | +717 | 9.1% | Q2 2026 | Aug 03, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 8,337 | 1,324 | 0.01% | 0.0% | 109 | +4,925 | 144.34% | Q2 2026 | Aug 10, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 8,256 | 1,311 | 0.0% | 0.0% | 110 | -5,474 | -39.87% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 8,136 | 1,292 | 0.01% | 0.01% | 111 | -73 | -0.89% | Q2 2026 | Aug 14, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 8,127 | 1,273 | 0.0% | 0.02% | 112 | -70,399 | -89.65% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 7,616 | 1,209 | 0.01% | 0.01% | 113 | -487 | -6.01% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,204 | 1,144 | 0.0% | 0.0% | 114 | +833 | 13.07% | Q2 2026 | Aug 05, 2026 |
| Hunter Perkins Capital Management, LLC | History | Added to | 7,104 | 1,129 | 0.25% | 0.21% | 115 | +40 | 0.57% | Q2 2026 | Jul 16, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 6,840 | 1,086 | 0.0% | 0.0% | 116 | +560 | 8.92% | Q2 2026 | Sep 09, 2026 |
| Dean Capital Management | History | Reduced | 6,643 | 1,055 | 0.38% | 0.91% | 117 | -11,055 | -62.46% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 6,421 | 1,020 | 0.0% | 0.0% | 118 | -53 | -0.82% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 6,383 | 1,014 | 0.0% | 0.0% | 119 | +1,261 | 24.62% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | Added to | 6,294 | 999 | 0.0% | 0.0% | 120 | +561 | 9.79% | Q2 2026 | Aug 13, 2026 |
| Legato Capital Management LLC | History | Reduced | 6,261 | 994 | 0.08% | 0.14% | 121 | -5,766 | -47.94% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 6,227 | 989 | 0.0% | 0.0% | 122 | -67 | -1.06% | Q2 2026 | Aug 12, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 6,000 | 953 | 0.01% | 0.01% | 123 | -100 | -1.64% | Q2 2026 | Jul 21, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 5,756 | 914 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| O'Brien Greene & Co. Inc | History | Reduced | 5,749 | 913 | 0.25% | 0.22% | 125 | -528 | -8.41% | Q2 2026 | Aug 06, 2026 |
| Freestone Grove Partners LP | History | Added to | 5,734 | 910 | 0.01% | 0.0% | 126 | +3,438 | 149.74% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Added to | 5,624 | 893 | 0.0% | 0.0% | 127 | +2,252 | 66.79% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,616 | 892 | 0.0% | 0.0% | 128 | +1,231 | 28.07% | Q2 2026 | Aug 13, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 5,437 | 863 | 0.09% | 0.08% | 129 | -38 | -0.69% | Q2 2026 | Jul 30, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 5,325 | 845 | 0.01% | 0.01% | 130 | -2,245 | -29.66% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,580 | 826 | 0.0% | 0.0% | 131 | +315 | 5.98% | Q2 2026 | Jul 15, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 5,200 | 826 | 0.0% | 0.0% | 132 | -286 | -5.21% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | New | 4,884 | 775 | 0.0% | — | 133 | +4,884 | New | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 4,779 | 759 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 4,700 | 746 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 4,558 | 724 | 0.0% | 0.0% | 136 | -929 | -16.93% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | New | 4,430 | 706 | 0.0% | — | 137 | +4,430 | New | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Reduced | 4,437 | 704 | 0.0% | 0.0% | 138 | -185 | -4.0% | Q2 2026 | Aug 27, 2026 |
| Inspire Investing, LLC | History | Added to | 4,236 | 672 | 0.03% | 0.04% | 139 | +37 | 0.88% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 4,112 | 653 | 0.0% | 0.0% | 140 | +406 | 10.96% | Q2 2026 | Jul 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | Added to | 4,006 | 636 | 0.0% | 0.0% | 141 | +928 | 30.15% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,990 | 633 | 0.0% | 0.0% | 142 | +1,003 | 33.58% | Q2 2026 | Aug 07, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 3,955 | 628 | 0.01% | 0.01% | 143 | -134 | -3.28% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 3,896 | 618 | 0.0% | 0.0% | 144 | +1,280 | 48.93% | Q2 2026 | Aug 11, 2026 |
| Arizona State Retirement System | History | Added to | 3,827 | 607 | 0.0% | 0.0% | 145 | +9 | 0.24% | Q2 2026 | Aug 07, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,692 | 587 | 0.0% | 0.0% | 146 | -252 | -6.39% | Q2 2026 | Jul 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 3,665 | 582 | 0.01% | 0.01% | 147 | +8 | 0.22% | Q2 2026 | Jul 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,479 | 552 | 0.0% | 0.0% | 148 | +862 | 32.94% | Q2 2026 | Aug 19, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 3,406 | 541 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 3,253 | 516 | 0.0% | 0.0% | 150 | -135 | -3.98% | Q2 2026 | Jul 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 3,136 | 498 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 3,985 | 495 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 3,116 | 495 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,111 | 494 | 0.0% | 0.0% | 154 | +83 | 2.74% | Q2 2026 | Jul 20, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,100 | 492 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 3,058 | 485 | 0.01% | — | 156 | +3,058 | New | Q2 2026 | Aug 07, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | New | 2,966 | 471 | 0.02% | — | 157 | +2,966 | New | Q2 2026 | Aug 03, 2026 |
| Savant Capital, LLC | History | New | 3,207 | 455 | 0.0% | — | 158 | +3,207 | New | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,841 | 452 | 0.0% | 0.0% | 159 | +17 | 0.6% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,807 | 445 | 0.0% | 0.0% | 160 | +160 | 6.04% | Q2 2026 | Aug 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 2,796 | 444 | 0.0% | 0.0% | 161 | +186 | 7.13% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,780 | 441 | 0.0% | 0.0% | 162 | -38 | -1.35% | Q2 2026 | Jul 29, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 2,722 | 432 | 0.01% | 0.01% | 163 | -143 | -4.99% | Q2 2026 | Jul 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 2,677 | 425 | 0.07% | 0.04% | 164 | +822 | 44.31% | Q2 2026 | Aug 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,622 | 417 | 0.0% | 0.0% | 165 | +155 | 6.28% | Q2 2026 | Jul 20, 2026 |
| Holocene Advisors, LP | History | Added to | 2,511 | 398 | 0.0% | 0.0% | 166 | +298 | 13.47% | Q2 2026 | Aug 14, 2026 |
| Nordwand Advisors, LLC | History | No change | 2,500 | 397 | 0.06% | 0.05% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 2,459 | 390 | 0.0% | 0.0% | 168 | -347 | -12.37% | Q2 2026 | Jul 30, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 2,399 | 381 | 0.0% | 0.0% | 169 | +613 | 34.32% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | Reduced | 2,307 | 366 | 0.0% | 0.0% | 170 | -343 | -12.94% | Q2 2026 | Aug 11, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 2,244 | 356 | 0.01% | 0.01% | 171 | -440 | -16.39% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | New | 2,124 | 337 | 0.0% | — | 172 | +2,124 | New | Q2 2026 | Aug 11, 2026 |
| Finward Bancorp | History | No change | 2,065 | 328 | 0.25% | 0.2% | 173 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 2,040 | 324 | 0.05% | 0.04% | 174 | -2 | -0.1% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | New | 2,009 | 319 | 0.0% | — | 175 | +2,009 | New | Q2 2026 | Aug 05, 2026 |
| Maryland State Retirement & Pension System | History | No change | 2,007 | 318 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | New | 1,934 | 307 | 0.05% | — | 177 | +1,934 | New | Q2 2026 | Jul 09, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 1,859 | 295 | 0.0% | — | 178 | +1,859 | New | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,663 | 264 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 1,627 | 258 | 0.0% | 0.0% | 180 | -321 | -16.48% | Q2 2026 | Aug 10, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 1,593 | 253 | 0.0% | 0.0% | 181 | -6,072 | -79.22% | Q2 2026 | Aug 12, 2026 |
| Rockwood Wealth Management, LLC | History | New | 1,598 | 253 | 0.02% | — | 182 | +1,598 | New | Q2 2026 | Jul 13, 2026 |
| Kimelman & Baird, LLC | History | No change | 1,582 | 251 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 1,517 | 241 | 0.01% | 0.01% | 184 | -475 | -23.85% | Q2 2026 | Jul 28, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 1,514 | 240 | 0.0% | — | 185 | +1,514 | New | Q2 2026 | Jul 17, 2026 |
| Brevan Howard Capital Management LP | History | New | 1,470 | 233 | 0.0% | — | 186 | +1,470 | New | Q2 2026 | Aug 14, 2026 |
| CIBC Asset Management Inc | History | New | 1,445 | 229 | 0.0% | — | 187 | +1,445 | New | Q2 2026 | Aug 03, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | New | 1,423 | 226 | 0.0% | — | 188 | +1,423 | New | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 1,415 | 224 | 0.0% | — | 189 | +1,415 | New | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,400 | 222 | 0.0% | 0.0% | 190 | -89,100 | -98.45% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 1,393 | 221 | 0.0% | — | 191 | +1,393 | New | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 1,389 | 221 | 0.01% | — | 192 | +1,389 | New | Q2 2026 | Aug 06, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 1,387 | 220 | 0.0% | — | 195 | +1,387 | New | Q2 2026 | Aug 17, 2026 |
| XPONANCE LLC | History | New | 1,385 | 220 | 0.0% | — | 196 | +1,385 | New | Q2 2026 | Aug 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 1,389 | 220 | 0.0% | 0.0% | 193 | -695 | -33.35% | Q2 2026 | Jul 28, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 1,390 | 220 | 0.05% | 0.05% | 194 | -220 | -13.66% | Q2 2026 | Jul 09, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 1,369 | 217 | 0.0% | — | 197 | +1,369 | New | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 1,365 | 216 | 0.0% | — | 199 | +1,365 | New | Q2 2026 | Jul 27, 2026 |
| Quantbot Technologies LP | History | New | 1,361 | 216 | 0.01% | — | 198 | +1,361 | New | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | New | 1,354 | 215 | 0.0% | — | 200 | +1,354 | New | Q2 2026 | Aug 05, 2026 |
| Aaron Wealth Advisors LLC | History | New | 1,315 | 208 | 0.01% | — | 201 | +1,315 | New | Q2 2026 | Jul 16, 2026 |
| INGALLS & SNYDER LLC | History | New | 1,300 | 207 | 0.01% | — | 202 | +1,300 | New | Q2 2026 | Aug 14, 2026 |
| WELCH CAPITAL PARTNERS LLC/NY | History | New | 1,296 | 206 | 0.04% | — | 203 | +1,296 | New | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | New | 1,292 | 205 | 0.0% | — | 204 | +1,292 | New | Q2 2026 | Aug 06, 2026 |
| M&T BANK CORP | History | New | 1,280 | 203 | 0.0% | — | 205 | +1,280 | New | Q2 2026 | Aug 04, 2026 |
| Pallas Capital Advisors LLC | History | New | 1,274 | 202 | 0.01% | — | 206 | +1,274 | New | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 1,265 | 200 | 0.01% | 0.0% | 207 | +97 | 8.3% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,225 | 194 | 0.0% | 0.0% | 208 | +239 | 24.24% | Q2 2026 | Aug 11, 2026 |
| Battery Global Advisors, LLC | History | No change | 1,197 | 190 | 0.1% | 0.08% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Wyoming | History | Added to | 1,015 | 161 | 0.02% | 0.01% | 210 | +538 | 112.79% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 932 | 148 | 0.01% | 0.01% | 211 | -25 | -2.61% | Q2 2026 | Jul 07, 2026 |
| Nykredit A/S | History | New | 931 | 147 | 0.0% | — | 212 | +931 | New | Q2 2026 | Sep 08, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 913 | 145 | 0.0% | 0.0% | 213 | -300 | -24.73% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Reduced | 888 | 141 | 0.01% | 0.01% | 214 | -28 | -3.06% | Q2 2026 | Jul 02, 2026 |
| SG Americas Securities, LLC | History | Reduced | 844 | 134 | 0.0% | 0.0% | 215 | -1,586 | -65.27% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 667 | 106 | 0.0% | 0.0% | 216 | +255 | 61.89% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 654 | 104 | 0.0% | 0.0% | 217 | +468 | 251.61% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 615 | 99 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KBC Group NV | History | No change | 450 | 71 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | New | 418 | 66 | 0.0% | — | 221 | +418 | New | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 421 | 66 | 0.01% | 0.01% | 220 | +12 | 2.93% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 400 | 63 | 0.0% | 0.0% | 222 | -8 | -1.96% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 300 | 47 | 0.0% | 0.0% | 224 | +16 | 5.63% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 301 | 47 | 0.0% | 0.0% | 223 | +11 | 3.79% | Q2 2026 | Aug 17, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 295 | 47 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 283 | 44 | 0.0% | — | 227 | +283 | New | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 281 | 44 | 0.0% | 0.0% | 226 | -175 | -38.38% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 275 | 43 | 0.0% | 0.0% | 228 | -69 | -20.06% | Q2 2026 | Jul 24, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 270 | 43 | 0.0% | 0.0% | 229 | -12 | -4.26% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 258 | 40 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Added to | 247 | 39 | 0.0% | 0.0% | 231 | +32 | 14.88% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Reduced | 229 | 36 | 0.02% | 0.01% | 232 | -39 | -14.55% | Q2 2026 | Aug 10, 2026 |
| Kemnay Advisory Services Inc. | History | New | 206 | 32 | 0.0% | — | 234 | +206 | New | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 206 | 32 | 0.0% | 0.0% | 233 | +39 | 23.35% | Q2 2026 | Jul 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 181 | 29 | 0.0% | 0.0% | 235 | +16 | 9.7% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 175 | 27 | 0.0% | 0.0% | 236 | +36 | 25.9% | Q2 2026 | Aug 05, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 219 | 27 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| UMB Bank, n.a. | History | Added to | 169 | 26 | 0.0% | 0.0% | 238 | +110 | 186.44% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 166 | 26 | 0.0% | 0.0% | 239 | +4 | 2.47% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 163 | 25 | 0.0% | 0.0% | 240 | -9 | -5.23% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 152 | 24 | 0.0% | 0.0% | 241 | -133 | -46.67% | Q2 2026 | Aug 13, 2026 |
| First Pacific Financial | History | Added to | 152 | 24 | 0.0% | 0.0% | 242 | +1 | 0.66% | Q2 2026 | Jul 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 151 | 23 | 0.0% | — | 243 | +151 | New | Q2 2026 | Aug 04, 2026 |
| Optiver Holding B.V. | History | Added to | 126 | 20 | 0.0% | 0.0% | 245 | +103 | 447.83% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 130 | 20 | 0.0% | 0.0% | 244 | +86 | 195.45% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | Reduced | 116 | 18 | 0.0% | 0.0% | 247 | -46 | -28.4% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 114 | 18 | 0.0% | 0.0% | 246 | +5 | 4.59% | Q2 2026 | Aug 10, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 113 | 17 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 104 | 16 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Markowski Investments | History | New | 100 | 15 | 0.0% | — | 252 | +100 | New | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 100 | 15 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Costello Asset Management, INC | History | No change | 100 | 15 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 92 | 14 | 0.0% | 0.0% | 253 | +55 | 148.65% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 98 | 14 | 0.0% | 0.0% | 254 | -3 | -2.97% | Q2 2026 | Jul 29, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | New | 87 | 13 | 0.0% | — | 255 | +87 | New | Q2 2026 | Jul 30, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 82 | 13 | 0.01% | — | 256 | +82 | New | Q2 2026 | Aug 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 80 | 12 | 0.0% | 0.0% | 257 | -141 | -63.8% | Q2 2026 | Jul 20, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 72 | 11 | 0.0% | 0.0% | 259 | -3 | -4.0% | Q2 2026 | Aug 07, 2026 |
| Smithfield Trust Co | History | No change | 69 | 11 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 74 | 11 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 74 | 11 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| SouthState Bank Corp | History | No change | 59 | 9 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Wealth Management Group, LLC | History | No change | 61 | 9 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 51 | 8 | 0.0% | — | 264 | +48 | 1600.0% | Q2 2026 | Jul 22, 2026 |
| Bare Financial Services, Inc | History | Added to | 55 | 8 | 0.0% | 0.0% | 266 | +38 | 223.53% | Q2 2026 | Jul 27, 2026 |
| True Wealth Design, LLC | History | Reduced | 53 | 8 | 0.0% | 0.0% | 265 | -1 | -1.85% | Q2 2026 | Jul 16, 2026 |
| IFP Advisors, Inc | History | Reduced | 43 | 6 | 0.0% | 0.0% | 268 | -1 | -2.27% | Q2 2026 | Jul 20, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 41 | 6 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 35 | 5 | 0.0% | 0.0% | 269 | -42 | -54.55% | Q2 2026 | Jul 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 36 | 5 | 0.0% | — | 270 | +35 | 3500.0% | Q2 2026 | Aug 04, 2026 |
| CX Institutional | History | Reduced | 26 | 4 | 0.0% | 0.0% | 271 | -132 | -83.54% | Q2 2026 | Jul 01, 2026 |
| Synergy Investment Management, LLC | History | New | 26 | 3 | 0.0% | — | 280 | +26 | New | Q2 2026 | Aug 14, 2026 |
| Concord Wealth Partners | History | New | 21 | 3 | 0.0% | — | 279 | +21 | New | Q2 2026 | Jul 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 19 | 3 | 0.0% | 0.0% | 273 | +10 | 111.11% | Q2 2026 | Jul 02, 2026 |
| CVA Family Office, LLC | History | Added to | 22 | 3 | 0.0% | 0.0% | 275 | +8 | 57.14% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 20 | 3 | 0.0% | 0.0% | 278 | +3 | 17.65% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | Reduced | 19 | 3 | 0.0% | 0.0% | 277 | -2 | -9.52% | Q2 2026 | Aug 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 20 | 3 | 0.0% | 0.0% | 272 | +1 | 5.26% | Q2 2026 | Aug 06, 2026 |
| McIlrath & Eck, LLC | History | No change | 26 | 3 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 23 | 3 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 16 | 2 | 0.0% | 0.0% | 281 | -22 | -57.89% | Q2 2026 | Aug 12, 2026 |
| Hughes Financial Services, LLC | History | Added to | 15 | 2 | 0.0% | — | 284 | +14 | 1400.0% | Q2 2026 | Jul 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 15 | 2 | 0.0% | 0.0% | 282 | +2 | 15.38% | Q2 2026 | Jul 10, 2026 |
| Fortitude Family Office, LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clearstead Advisors, LLC | History | New | 12 | 1 | 0.0% | — | 292 | +12 | New | Q2 2026 | Aug 06, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 11 | 1 | 0.0% | — | 295 | +11 | New | Q2 2026 | Aug 13, 2026 |
| WEBSTER BANK, N. A. | History | New | 8 | 1 | 0.0% | — | 293 | +8 | New | Q2 2026 | Jul 20, 2026 |
| Signature Equity Partners, LLC | History | New | 8 | 1 | 0.0% | — | 296 | +8 | New | Q2 2026 | Jul 30, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 8 | 1 | 0.0% | — | 297 | +8 | New | Q2 2026 | Aug 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 7 | 1 | 0.0% | — | 294 | +7 | New | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | Added to | 4 | 1 | 0.0% | — | 288 | +3 | 300.0% | Q2 2026 | Aug 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 9 | 1 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NATIXIS | History | No change | 7 | 1 | 0.0% | — | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manchester Capital Management LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MidFirst Bank | History | No change | 7 | 1 | 0.0% | — | 290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Torren Management, LLC | History | No change | 8 | 1 | 0.0% | — | 291 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -147,979 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.27% | — | -23,216 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -22,000 | -100.0% | Q2 2026 | Aug 14, 2026 |