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 | No change | 2,110,468 | 335,290 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 944,939 | 150,122 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 860,494 | 136,706 | 1.1% | 1.1% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 825,164 | 130,178 | 0.02% | 0.02% | 4 | +48,983 | 6.31% | Q3 2026 | Nov 04, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 679,621 | 107,971 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 623,889 | 99,117 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 573,661 | 91,137 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 571,422 | 90,744 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 436,463 | 69,341 | 0.1% | 0.1% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 420,535 | 66,810 | 0.2% | 0.2% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GW&K Investment Management, LLC | History | No change | 392,247 | 62,317 | 0.49% | 0.49% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 354,932 | 56,399 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 295,250 | 46,359 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 251,649 | 39,700 | 0.91% | 0.84% | 14 | -6,419 | -2.49% | Q3 2026 | Oct 13, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 245,575 | 38,741 | 0.68% | 0.69% | 15 | -14,896 | -5.72% | Q3 2026 | Oct 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 233,176 | 37,044 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 217,992 | 34,527 | 0.05% | 0.08% | 17 | -92,451 | -29.78% | Q3 2026 | Nov 04, 2026 |
| Global Alpha Capital Management Ltd. | History | No change | 216,161 | 34,341 | 2.06% | 2.06% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 210,015 | 33,365 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 205,757 | 32,688 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 205,563 | 32,207 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 198,095 | 31,472 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 191,819 | 30,474 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 179,862 | 28,574 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 165,289 | 26,259 | 1.17% | 1.17% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Eagle Investment Management, LLC | History | No change | 162,974 | 25,891 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 156,874 | 24,922 | 0.44% | 0.44% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 143,983 | 22,874 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 135,064 | 21,457 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aberdeen Group plc | History | No change | 131,863 | 20,949 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MetLife Investment Management, LLC | History | No change | 122,549 | 19,469 | 0.09% | 0.09% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 117,659 | 18,692 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Invesco Ltd. | History | No change | 107,611 | 17,096 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hosking Partners LLP | History | Reduced | 106,920 | 16,867 | 0.6% | 0.59% | 34 | -5,685 | -5.05% | Q3 2026 | Oct 21, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | No change | 106,074 | 16,851 | 0.85% | 0.85% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tributary Capital Management, LLC | History | Added to | 102,058 | 16,100 | 1.47% | 1.2% | 36 | +9,908 | 10.75% | Q3 2026 | Oct 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 91,359 | 14,514 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 91,105 | 14,473 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 90,178 | 14,326 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 86,687 | 13,771 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 84,804 | 13,378 | 0.01% | 0.01% | 41 | +337 | 0.4% | Q3 2026 | Nov 02, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 79,875 | 12,601 | 0.12% | 0.13% | 42 | -6,156 | -7.16% | Q3 2026 | Oct 23, 2026 |
| LUMINUS MANAGEMENT LLC | History | No change | 78,196 | 12,422 | 8.49% | 8.49% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Added to | 66,560 | 10,500 | 0.02% | 0.01% | 44 | +18,109 | 37.38% | Q3 2026 | Oct 28, 2026 |
| Nuveen, LLC | History | No change | 65,817 | 10,456 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 64,780 | 10,291 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 61,005 | 9,693 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | No change | 58,648 | 9,317 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 56,729 | 9,012 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 53,733 | 8,536 | 0.37% | 0.37% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 53,019 | 8,423 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 47,134 | 7,488 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 44,862 | 7,077 | 0.0% | 0.0% | 53 | -3,900 | -8.0% | Q3 2026 | Nov 04, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 42,220 | 6,707 | 0.13% | 0.13% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 39,652 | 6,300 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 37,254 | 5,918 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 34,484 | 5,478 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 32,997 | 5,242 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 30,866 | 4,903 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINTON GROUP Ltd | History | No change | 29,825 | 4,738 | 0.15% | 0.15% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 29,856 | 4,710 | 0.11% | 0.11% | 61 | +18 | 0.06% | Q3 2026 | Oct 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 29,049 | 4,615 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 28,670 | 4,554 | 0.3% | 0.3% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 27,800 | 4,416 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | No change | 27,279 | 4,333 | 0.19% | 0.19% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 26,277 | 4,174 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 26,245 | 4,169 | 0.07% | 0.07% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 25,946 | 4,122 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 24,893 | 3,954 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 24,609 | 3,909 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 23,292 | 3,702 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 22,838 | 3,628 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 22,834 | 3,627 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 21,832 | 3,468 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 21,885 | 3,452 | 0.0% | 0.0% | 75 | +4,502 | 25.9% | Q3 2026 | Nov 02, 2026 |
| Bridge City Capital, LLC | History | Added to | 20,858 | 3,290 | 0.69% | 0.62% | 76 | +3,666 | 21.32% | Q3 2026 | Oct 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 20,163 | 3,203 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 18,669 | 2,965 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 18,518 | 2,942 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 18,540 | 2,925 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Fisher Asset Management, LLC | History | No change | 17,322 | 2,752 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 16,562 | 2,660 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARD ASSOCIATES INC | History | No change | 16,506 | 2,622 | 0.58% | 0.58% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 16,440 | 2,611 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 15,736 | 2,499 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 15,731 | 2,481 | 0.32% | 0.32% | 86 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 15,288 | 2,428 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 14,083 | 2,237 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 17,477 | 2,171 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 11,707 | 1,859 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 11,652 | 1,851 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 11,504 | 1,827 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 11,475 | 1,823 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Squarepoint Ops LLC | History | No change | 11,437 | 1,816 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 11,414 | 1,813 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 11,101 | 1,751 | 0.01% | 0.01% | 96 | -146 | -1.3% | Q3 2026 | Oct 20, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 10,908 | 1,732 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 10,846 | 1,723 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,416 | 1,654 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 10,068 | 1,588 | 0.02% | 0.01% | 100 | +1,474 | 17.15% | Q3 2026 | Oct 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,403 | 1,493 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | No change | 9,148 | 1,453 | 0.19% | 0.19% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 9,009 | 1,431 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 9,000 | 1,429 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 8,660 | 1,375 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 8,337 | 1,324 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 8,256 | 1,311 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 8,136 | 1,292 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 8,127 | 1,273 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 7,512 | 1,185 | 0.01% | 0.01% | 110 | -104 | -1.37% | Q3 2026 | Nov 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,204 | 1,144 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 7,104 | 1,129 | 0.25% | 0.25% | 112 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 6,840 | 1,086 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Dean Capital Management | History | No change | 6,643 | 1,055 | 0.38% | 0.38% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 6,548 | 1,032 | 0.0% | 0.0% | 115 | +792 | 13.76% | Q3 2026 | Oct 30, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 6,421 | 1,020 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 6,383 | 1,014 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 6,294 | 999 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legato Capital Management LLC | History | No change | 6,261 | 994 | 0.08% | 0.08% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 6,227 | 989 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,960 | 942 | 0.0% | 0.0% | 121 | +380 | 6.81% | Q3 2026 | Oct 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 5,800 | 915 | 0.01% | 0.01% | 122 | -200 | -3.33% | Q3 2026 | Oct 20, 2026 |
| O'Brien Greene & Co. Inc | History | No change | 5,749 | 913 | 0.25% | 0.25% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Freestone Grove Partners LP | History | No change | 5,734 | 910 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 5,624 | 893 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,616 | 892 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aviance Capital Partners, LLC | History | No change | 5,437 | 857 | 0.09% | 0.09% | 127 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,200 | 826 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 4,884 | 775 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 4,779 | 759 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 4,700 | 746 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 4,558 | 724 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| HSBC HOLDINGS PLC | History | No change | 4,430 | 706 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 4,437 | 704 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,112 | 653 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 4,006 | 636 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,990 | 633 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Inspire Investing, LLC | History | Reduced | 4,004 | 631 | 0.03% | 0.03% | 138 | -232 | -5.48% | Q3 2026 | Oct 22, 2026 |
| Cullen Capital Management, LLC | History | No change | 3,955 | 628 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,896 | 618 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arizona State Retirement System | History | Added to | 3,913 | 617 | 0.0% | 0.0% | 141 | +86 | 2.25% | Q3 2026 | Nov 03, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,538 | 558 | 0.0% | 0.0% | 142 | -154 | -4.17% | Q3 2026 | Oct 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,479 | 552 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 3,406 | 541 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 3,425 | 540 | 0.01% | 0.01% | 145 | -240 | -6.55% | Q3 2026 | Oct 22, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 3,203 | 505 | 0.0% | 0.0% | 146 | -50 | -1.54% | Q3 2026 | Nov 03, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 3,159 | 498 | 0.17% | — | 147 | +3,159 | New | Q3 2026 | Nov 04, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 3,116 | 495 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 3,111 | 494 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,100 | 492 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 3,098 | 488 | 0.02% | 0.02% | 151 | +132 | 4.45% | Q3 2026 | Nov 03, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 3,058 | 485 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 3,050 | 481 | 0.01% | 0.01% | 153 | -86 | -2.74% | Q3 2026 | Oct 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 2,987 | 470 | 0.0% | 0.01% | 154 | -2,338 | -43.91% | Q3 2026 | Oct 15, 2026 |
| Savant Capital, LLC | History | No change | 3,207 | 455 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | No change | 2,841 | 452 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,807 | 445 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 2,796 | 444 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 2,677 | 425 | 0.07% | 0.07% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,666 | 420 | 0.0% | 0.0% | 160 | -114 | -4.1% | Q3 2026 | Nov 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 2,546 | 402 | 0.0% | 0.0% | 161 | -76 | -2.9% | Q3 2026 | Oct 26, 2026 |
| Holocene Advisors, LP | History | No change | 2,511 | 398 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nordwand Advisors, LLC | History | No change | 2,500 | 394 | 0.06% | 0.06% | 163 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FIDUCIARY TRUST CO | History | No change | 2,399 | 381 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 2,307 | 366 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Snowden Capital Advisors LLC | History | No change | 2,244 | 356 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 2,253 | 355 | 0.0% | 0.0% | 167 | -206 | -8.38% | Q3 2026 | Nov 03, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Added to | 2,212 | 348 | 0.06% | 0.05% | 168 | +278 | 14.37% | Q3 2026 | Oct 13, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 2,189 | 345 | 0.02% | — | 169 | +2,189 | New | Q3 2026 | Oct 30, 2026 |
| IEQ CAPITAL, LLC | History | No change | 2,124 | 337 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | New | 2,118 | 334 | 0.0% | — | 171 | +2,118 | New | Q3 2026 | Oct 15, 2026 |
| Finward Bancorp | History | No change | 2,065 | 325 | 0.24% | 0.25% | 172 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 2,040 | 324 | 0.05% | 0.05% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,009 | 319 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Maryland State Retirement & Pension System | History | No change | 2,007 | 318 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 1,859 | 295 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,663 | 264 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 1,627 | 258 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 1,616 | 254 | 0.0% | 0.0% | 179 | +223 | 16.01% | Q3 2026 | Nov 02, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,593 | 253 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kimelman & Baird, LLC | History | No change | 1,582 | 249 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,514 | 240 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 1,499 | 236 | 0.01% | 0.01% | 183 | -18 | -1.19% | Q3 2026 | Oct 26, 2026 |
| Brevan Howard Capital Management LP | History | No change | 1,470 | 233 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 1,423 | 226 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,415 | 224 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,400 | 222 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 1,389 | 221 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC Asset Management Inc | History | Reduced | 1,400 | 220 | 0.0% | 0.0% | 189 | -45 | -3.11% | Q3 2026 | Nov 05, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 1,387 | 220 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 1,369 | 217 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantbot Technologies LP | History | No change | 1,361 | 216 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 1,354 | 215 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XPONANCE LLC | History | Reduced | 1,360 | 214 | 0.0% | 0.0% | 194 | -25 | -1.81% | Q3 2026 | Nov 03, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 1,322 | 208 | 0.01% | 0.01% | 195 | +7 | 0.53% | Q3 2026 | Oct 13, 2026 |
| INGALLS & SNYDER LLC | History | No change | 1,300 | 207 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELCH CAPITAL PARTNERS LLC/NY | History | No change | 1,296 | 206 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,292 | 205 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| M&T BANK CORP | History | No change | 1,280 | 203 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 1,285 | 202 | 0.04% | 0.05% | 200 | -105 | -7.55% | Q3 2026 | Oct 08, 2026 |
| Pallas Capital Advisors LLC | History | No change | 1,274 | 202 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,265 | 200 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,225 | 194 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Battery Global Advisors, LLC | History | No change | 1,197 | 190 | 0.1% | 0.1% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 972 | 153 | 0.01% | 0.01% | 205 | +40 | 4.29% | Q3 2026 | Oct 08, 2026 |
| Nykredit A/S | History | No change | 931 | 147 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 913 | 145 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | No change | 888 | 140 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| SG Americas Securities, LLC | History | No change | 844 | 134 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 667 | 106 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 654 | 104 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 612 | 96 | 0.0% | 0.0% | 212 | +329 | 116.25% | Q3 2026 | Oct 28, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 550 | 87 | 0.0% | 0.0% | 213 | -65 | -10.57% | Q3 2026 | Oct 16, 2026 |
| KBC Group NV | History | No change | 450 | 71 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 434 | 68 | 0.01% | 0.01% | 215 | +13 | 3.09% | Q3 2026 | Oct 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 418 | 66 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 400 | 63 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 301 | 47 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 295 | 47 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 287 | 45 | 0.0% | 0.0% | 220 | +12 | 4.36% | Q3 2026 | Nov 04, 2026 |
| Sterling Capital Management LLC | History | Reduced | 272 | 42 | 0.0% | 0.0% | 221 | -9 | -3.2% | Q3 2026 | Oct 22, 2026 |
| Salomon & Ludwin, LLC | History | No change | 270 | 42 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 258 | 41 | 0.0% | 0.0% | 223 | +186 | 258.33% | Q3 2026 | Oct 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 258 | 40 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 247 | 39 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 230 | 36 | 0.0% | 0.0% | 226 | +24 | 11.65% | Q3 2026 | Oct 08, 2026 |
| Essential Partners LLC | History | No change | 229 | 36 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 206 | 32 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 181 | 29 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 175 | 27 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 219 | 27 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| UMB Bank, n.a. | History | No change | 169 | 26 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 166 | 26 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 161 | 25 | 0.0% | 0.0% | 235 | +31 | 23.85% | Q3 2026 | Oct 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 163 | 25 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 152 | 24 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Pacific Financial | History | No change | 152 | 23 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Heritage Family Offices, LLP | History | New | 145 | 22 | 0.01% | — | 238 | +145 | New | Q3 2026 | Nov 02, 2026 |
| Fulcrum Asset Management LLP | History | New | 138 | 21 | 0.0% | — | 239 | +138 | New | Q3 2026 | Nov 04, 2026 |
| Optiver Holding B.V. | History | No change | 126 | 20 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | Added to | 122 | 19 | 0.0% | 0.0% | 241 | +18 | 17.31% | Q3 2026 | Oct 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 114 | 18 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | No change | 116 | 18 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Added to | 107 | 17 | 0.01% | 0.0% | 245 | +103 | 2575.0% | Q3 2026 | Oct 30, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 113 | 17 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | New | 106 | 16 | 0.0% | — | 246 | +106 | New | Q3 2026 | Oct 21, 2026 |
| CENTRAL TRUST Co | History | No change | 100 | 15 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Costello Asset Management, INC | History | No change | 100 | 15 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Markowski Investments | History | No change | 100 | 15 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 94 | 14 | 0.01% | 0.01% | 251 | +12 | 14.63% | Q3 2026 | Nov 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 92 | 14 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 78 | 12 | 0.0% | 0.0% | 252 | +4 | 5.41% | Q3 2026 | Oct 27, 2026 |
| Smithfield Trust Co | History | No change | 69 | 11 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 74 | 11 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 60 | 9 | 0.0% | 0.0% | 256 | +25 | 71.43% | Q3 2026 | Oct 23, 2026 |
| Bare Financial Services, Inc | History | Added to | 58 | 9 | 0.0% | 0.0% | 257 | +3 | 5.45% | Q3 2026 | Nov 04, 2026 |
| SouthState Bank Corp | History | No change | 59 | 9 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Wealth Management Group, LLC | History | No change | 61 | 9 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| FIRST HORIZON CORP | History | Reduced | 57 | 8 | 0.0% | 0.0% | 259 | -23 | -28.75% | Q3 2026 | Oct 26, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 53 | 8 | 0.0% | 0.0% | 260 | +2 | 3.92% | Q3 2026 | Oct 26, 2026 |
| True Wealth Design, LLC | History | No change | 53 | 8 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| IFP Advisors, Inc | History | Added to | 46 | 7 | 0.0% | 0.0% | 262 | +3 | 6.98% | Q3 2026 | Oct 16, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 41 | 6 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 33 | 5 | 0.0% | 0.0% | 264 | -3 | -8.33% | Q3 2026 | Oct 28, 2026 |
| Fortitude Family Office, LLC | History | Added to | 28 | 4 | 0.0% | 0.0% | 266 | +12 | 75.0% | Q3 2026 | Oct 14, 2026 |
| CX Institutional | History | Reduced | 22 | 4 | 0.0% | 0.0% | 265 | -4 | -15.38% | Q3 2026 | Oct 02, 2026 |
| GK Wealth Management LLC | History | New | 21 | 3 | 0.0% | — | 274 | +21 | New | Q3 2026 | Oct 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 22 | 3 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concord Wealth Partners | History | No change | 21 | 3 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 23 | 3 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Synergy Investment Management, LLC | History | No change | 26 | 3 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 19 | 3 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 20 | 3 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 13 | 2 | 0.0% | 0.0% | 276 | +4 | 44.44% | Q3 2026 | Oct 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 16 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 11 | 1 | 0.0% | — | 294 | +11 | New | Q3 2026 | Oct 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 9 | 1 | 0.0% | 0.0% | 280 | -10 | -52.63% | Q3 2026 | Oct 05, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 9 | 1 | 0.0% | — | 293 | +9 | New | Q3 2026 | Oct 29, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 11 | 1 | 0.0% | 0.0% | 285 | -4 | -26.67% | Q3 2026 | Oct 30, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 9 | 1 | 0.0% | — | 284 | +3 | 50.0% | Q3 2026 | Oct 27, 2026 |
| Signature Equity Partners, LLC | History | Added to | 9 | 1 | 0.0% | 0.0% | 290 | +1 | 12.5% | Q3 2026 | Oct 29, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 7 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEBSTER BANK, N. A. | History | No change | 8 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NATIXIS | History | No change | 7 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manchester Capital Management LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 11 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MidFirst Bank | History | No change | 7 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Torren Management, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 8 | 1 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 7 | 1 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Bastion Asset Management Inc. | History | Closed out | 0 | 0 | — | 1.45% | — | -29,158 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Penn Capital Management Company, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,137 | -100.0% | Q3 2026 | Nov 04, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -2,722 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Rockwood Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,598 | -100.0% | Q3 2026 | Oct 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -1,389 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,365 | -100.0% | Q3 2026 | Oct 16, 2026 |