LITHIA MOTORS INC - LAD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ABRAMS CAPITAL MANAGEMENT, L.P. | History | No change | 2,490,534 | 723,475 | 13.2% | 13.2% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 2,397,611 | 696,481 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 2,192,054 | 636,769 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARRIS ASSOCIATES L P | History | No change | 1,915,329 | 556,383 | 0.74% | 0.74% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,420,084 | 414,416 | 0.08% | 0.07% | 5 | +10,199 | 0.72% | Q3 2026 | Nov 04, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,114,933 | 323,876 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,031,657 | 299,686 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 774,089 | 224,865 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| River Road Asset Management, LLC | History | No change | 682,689 | 198,314 | 2.21% | 2.21% | 9 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UBS Group AG | History | No change | 599,045 | 174,016 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LYRICAL ASSET MANAGEMENT LP | History | No change | 498,050 | 144,678 | 1.84% | 1.84% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 489,990 | 142,337 | 0.41% | 0.41% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 452,699 | 131,504 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 422,764 | 122,840 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COOPERMAN LEON G | History | No change | 340,000 | 98,766 | 2.78% | 2.78% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 278,265 | 80,833 | 0.98% | 0.98% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 271,701 | 78,926 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 248,365 | 72,148 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Madison Asset Management, LLC | History | No change | 230,604 | 66,988 | 0.8% | 0.8% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 227,931 | 66,211 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 226,043 | 65,663 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tensile Capital Management LP | History | No change | 222,963 | 64,768 | 8.94% | 8.94% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 214,664 | 62,645 | 0.01% | 0.01% | 23 | -2,264 | -1.04% | Q3 2026 | Nov 05, 2026 |
| Life Cycle Investment Partners Ltd | History | No change | 209,362 | 60,817 | 0.28% | 0.28% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Capital, LLC | History | Reduced | 194,509 | 56,763 | 1.31% | 1.37% | 25 | -718 | -0.37% | Q3 2026 | Oct 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 188,101 | 54,944 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 187,231 | 54,388 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COOKE & BIELER LP | History | Reduced | 182,353 | 53,216 | 0.84% | 1.03% | 28 | -123,878 | -40.45% | Q3 2026 | Oct 21, 2026 |
| CITADEL ADVISORS LLC | History | No change | 167,703 | 48,716 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NORGES BANK | History | No change | 158,545 | 46,055 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walleye Trading LLC | History | No change | 155,643 | 45,212 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Invesco Ltd. | History | No change | 150,383 | 43,684 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 147,055 | 42,718 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Squarepoint Ops LLC | History | No change | 145,922 | 42,388 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 144,643 | 42,017 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 141,516 | 41,523 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 140,046 | 40,870 | 0.76% | 0.92% | 37 | -36,476 | -20.66% | Q3 2026 | Nov 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 138,228 | 40,153 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 123,443 | 35,858 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 116,733 | 33,916 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 115,828 | 33,646 | 0.08% | 0.08% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 104,864 | 30,553 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 103,500 | 30,204 | 1.14% | 0.99% | 43 | -3,300 | -3.09% | Q3 2026 | Oct 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 102,541 | 29,642 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 98,847 | 28,714 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 92,686 | 26,924 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 84,972 | 24,683 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 83,734 | 24,323 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 83,510 | 24,257 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 81,298 | 23,616 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 80,440 | 23,474 | 0.03% | 0.04% | 51 | -14,298 | -15.09% | Q3 2026 | Oct 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 78,309 | 22,747 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | No change | 76,408 | 22,195 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 73,570 | 21,371 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Long Focus Capital Management, LLC | History | No change | 71,000 | 20,624 | 0.53% | 0.53% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 70,233 | 20,401 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 67,200 | 19,520 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Eagle Investment Management, LLC | History | No change | 65,976 | 19,165 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nokomis Capital, L.L.C. | History | No change | 62,888 | 18,268 | 6.29% | 6.29% | 59 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Woodline Partners LP | History | No change | 62,593 | 18,182 | 0.06% | 0.06% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 60,113 | 17,219 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 59,210 | 17,199 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 56,091 | 16,294 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 52,183 | 15,158 | 0.56% | 0.56% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 50,484 | 14,732 | 0.01% | 0.01% | 65 | -1,288 | -2.49% | Q3 2026 | Nov 02, 2026 |
| CITIGROUP INC | History | Added to | 49,997 | 14,590 | 0.0% | 0.0% | 66 | +21,921 | 78.08% | Q3 2026 | Nov 04, 2026 |
| Covalis Capital LLP | History | No change | 49,710 | 14,440 | 0.81% | 0.81% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 49,139 | 14,274 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 48,800 | 14,175 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IRIDIAN ASSET MANAGEMENT LLC/CT | History | Reduced | 46,797 | 13,656 | 4.97% | 6.37% | 70 | -17,066 | -26.72% | Q3 2026 | Oct 23, 2026 |
| Swiss National Bank | History | No change | 46,740 | 13,577 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 45,939 | 13,209 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | No change | 43,813 | 12,732 | 0.17% | 0.17% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 40,502 | 11,765 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARSHALL WACE, LLP | History | No change | 39,540 | 11,485 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 43,935 | 10,971 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 36,909 | 10,721 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 32,927 | 9,564 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 32,019 | 9,301 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Quantinno Capital Management LP | History | No change | 31,205 | 9,064 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 29,416 | 8,545 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 29,270 | 8,502 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Channing Capital Management, LLC | History | Added to | 28,750 | 8,390 | 0.22% | 0.16% | 83 | +4,164 | 16.94% | Q3 2026 | Nov 02, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 27,846 | 8,088 | 0.21% | 0.21% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bridge City Capital, LLC | History | Added to | 27,424 | 8,003 | 1.67% | 1.5% | 85 | +4,768 | 21.05% | Q3 2026 | Oct 29, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 26,834 | 7,795 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 23,137 | 6,722 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 23,006 | 6,714 | 0.01% | 0.01% | 88 | -933 | -3.9% | Q3 2026 | Oct 22, 2026 |
| Retirement Systems of Alabama | History | Reduced | 22,674 | 6,616 | 0.02% | 0.05% | 89 | -35,932 | -61.31% | Q3 2026 | Nov 04, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 22,046 | 6,404 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 21,616 | 6,279 | 0.1% | 0.1% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 21,301 | 6,216 | 0.93% | 1.06% | 92 | -2,224 | -9.45% | Q3 2026 | Oct 20, 2026 |
| Snowden Capital Advisors LLC | History | No change | 19,764 | 5,741 | 0.14% | 0.14% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 18,884 | 5,485 | 0.1% | 0.1% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 17,748 | 5,155 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 17,573 | 5,104 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WINTON GROUP Ltd | History | No change | 16,562 | 4,811 | 0.16% | 0.16% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 16,391 | 4,761 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 16,064 | 4,666 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Point72 Asset Management, L.P. | History | No change | 15,700 | 4,560 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 15,091 | 4,384 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ilex Capital Partners (UK) LLP | History | No change | 15,039 | 4,368 | 0.09% | 0.09% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 14,708 | 4,292 | 0.0% | 0.0% | 103 | +1,705 | 13.11% | Q3 2026 | Nov 02, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 14,656 | 4,277 | 0.01% | 0.0% | 104 | +4,176 | 39.85% | Q3 2026 | Nov 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 14,617 | 4,246 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GW&K Investment Management, LLC | History | No change | 14,003 | 4,068 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 13,831 | 4,021 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 13,397 | 3,909 | 0.0% | 0.0% | 108 | -12,093 | -47.44% | Q3 2026 | Nov 05, 2026 |
| XTX Topco Ltd | History | No change | 13,194 | 3,832 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 12,884 | 3,742 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sendero Wealth Management, LLC | History | Reduced | 12,632 | 3,686 | 0.37% | 0.41% | 111 | -1,437 | -10.21% | Q3 2026 | Oct 14, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 12,560 | 3,648 | 0.07% | 0.07% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 12,499 | 3,630 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 12,087 | 3,511 | 0.07% | 0.07% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 11,206 | 3,255 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 10,975 | 3,188 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA FIRST LEASING CORP | History | No change | 10,759 | 3,125 | 0.66% | 0.66% | 117 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| US BANCORP \DE\ | History | Added to | 10,631 | 3,102 | 0.0% | 0.0% | 118 | +9,705 | 1048.06% | Q3 2026 | Nov 05, 2026 |
| Aquatic Capital Management LLC | History | No change | 10,371 | 3,012 | 0.1% | 0.1% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,252 | 2,978 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 10,100 | 2,933 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 9,804 | 2,861 | 0.02% | 0.02% | 122 | -276 | -2.74% | Q3 2026 | Oct 23, 2026 |
| Jupiter Topco LLC | History | No change | 9,836 | 2,860 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 9,665 | 2,807 | 0.07% | 0.07% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | No change | 9,563 | 2,778 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 9,475 | 2,752 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Red Spruce Capital, LLC | History | Reduced | 9,342 | 2,726 | 0.96% | 0.95% | 127 | -6 | -0.06% | Q3 2026 | Oct 07, 2026 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | History | Added to | 9,211 | 2,688 | 0.2% | 0.13% | 128 | +3,226 | 53.9% | Q3 2026 | Oct 22, 2026 |
| Timber Creek Capital Management LLC | History | No change | 9,160 | 2,660 | 0.54% | 0.54% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 9,043 | 2,639 | 0.25% | 0.27% | 130 | -73 | -0.8% | Q3 2026 | Nov 03, 2026 |
| Prospera Financial Services Inc | History | Added to | 8,755 | 2,624 | 0.03% | 0.02% | 131 | +3,686 | 72.72% | Q3 2026 | Nov 04, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 8,928 | 2,593 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 8,508 | 2,467 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 8,462 | 2,458 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 8,157 | 2,369 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 8,009 | 2,337 | 0.02% | 0.02% | 136 | -455 | -5.38% | Q3 2026 | Oct 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,823 | 2,282 | 0.0% | 0.0% | 137 | -652 | -7.69% | Q3 2026 | Oct 30, 2026 |
| Brevan Howard Capital Management LP | History | No change | 7,832 | 2,275 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rare Wolf Capital LLC | History | Added to | 7,776 | 2,269 | 1.34% | 1.34% | 139 | +572 | 7.94% | Q3 2026 | Oct 20, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 7,678 | 2,230 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 7,671 | 2,228 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,612 | 2,211 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 7,536 | 2,199 | 0.01% | 0.01% | 143 | -760 | -9.16% | Q3 2026 | Nov 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,203 | 2,092 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 7,095 | 2,061 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 6,970 | 2,024 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Oak Thistle LLC | History | New | 6,907 | 2,015 | 0.19% | — | 147 | +6,907 | New | Q3 2026 | Oct 21, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 6,713 | 1,959 | 0.02% | 0.02% | 148 | -325 | -4.62% | Q3 2026 | Oct 22, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 6,644 | 1,930 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Summit Trail Advisors, LLC | History | No change | 6,622 | 1,923 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 6,500 | 1,896 | 0.03% | 0.03% | 151 | -200 | -2.99% | Q3 2026 | Oct 20, 2026 |
| Twin Tree Management, LP | History | No change | 6,500 | 1,888 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Reduced | 6,424 | 1,874 | 0.01% | 0.01% | 153 | -5 | -0.08% | Q3 2026 | Nov 03, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,240 | 1,812 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 6,126 | 1,779 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 5,954 | 1,729 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 5,901 | 1,722 | 0.12% | 0.14% | 157 | -1,396 | -19.13% | Q3 2026 | Oct 22, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 5,773 | 1,684 | 0.19% | 0.2% | 158 | -500 | -7.97% | Q3 2026 | Oct 21, 2026 |
| Walleye Capital LLC | History | No change | 5,695 | 1,654 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 5,400 | 1,568 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 5,308 | 1,549 | 0.0% | 0.0% | 161 | -347 | -6.14% | Q3 2026 | Nov 05, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 5,247 | 1,531 | 0.01% | 0.01% | 162 | -213 | -3.9% | Q3 2026 | Nov 03, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 5,187 | 1,513 | 0.01% | 0.01% | 163 | -100 | -1.89% | Q3 2026 | Oct 27, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 5,197 | 1,503 | 0.07% | 0.03% | 164 | +4,193 | 417.63% | Q3 2026 | Nov 04, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 5,130 | 1,490 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 5,099 | 1,481 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 5,000 | 1,459 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Handelsbanken Fonder AB | History | No change | 4,958 | 1,440 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,721 | 1,422 | 0.0% | 0.0% | 169 | +2,379 | 71.18% | Q3 2026 | Oct 13, 2026 |
| MOON CAPITAL MANAGEMENT LP | History | No change | 4,694 | 1,363 | 0.92% | 0.92% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 4,555 | 1,329 | 0.01% | 0.01% | 171 | -158 | -3.35% | Q3 2026 | Oct 29, 2026 |
| Jain Global LLC | History | No change | 4,418 | 1,283 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Strategies Group, Inc. | History | No change | 3,831 | 1,267 | 0.2% | 0.2% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pacer Advisors, Inc. | History | No change | 4,262 | 1,238 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,197 | 1,219 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 4,155 | 1,206 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Redwood Investment Management, LLC | History | No change | 4,098 | 1,190 | 0.12% | 0.12% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 4,038 | 1,172 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | No change | 4,016 | 1,166 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| S&T BANK/PA | History | No change | 3,850 | 1,118 | 0.34% | 0.34% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | No change | 3,694 | 1,073 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 3,681 | 1,069 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Cerity Partners LLC | History | No change | 3,619 | 1,051 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 3,600 | 1,045 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | No change | 3,525 | 1,028 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Blueshift Asset Management, LLC | History | No change | 3,528 | 1,024 | 0.24% | 0.24% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 3,496 | 1,020 | 0.0% | 0.0% | 187 | -458 | -11.58% | Q3 2026 | Nov 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,509 | 1,019 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 3,500 | 1,016 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 3,458 | 1,005 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 3,380 | 986 | 0.0% | 0.0% | 191 | +451 | 15.4% | Q3 2026 | Oct 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 3,373 | 984 | 0.02% | 0.02% | 192 | +43 | 1.29% | Q3 2026 | Nov 02, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 3,296 | 957 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 3,199 | 933 | 0.01% | 0.01% | 194 | +84 | 2.7% | Q3 2026 | Nov 04, 2026 |
| SummitTX Capital, L.P. | History | No change | 3,198 | 928 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,115 | 904 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 3,101 | 900 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Amundi | History | No change | 3,045 | 884 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FULTON BANK, N.A. | History | Added to | 3,009 | 878 | 0.03% | 0.03% | 199 | +94 | 3.22% | Q3 2026 | Oct 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,990 | 868 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 2,920 | 852 | 0.01% | 0.01% | 202 | +34 | 1.18% | Q3 2026 | Oct 28, 2026 |
| Ruane, Cunniff & Goldfarb L.P. | History | No change | 2,933 | 852 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 2,872 | 834 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Reduced | 2,818 | 822 | 0.0% | 0.01% | 204 | -135 | -4.57% | Q3 2026 | Nov 03, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 2,748 | 798 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MILLER VALUE PARTNERS, LLC | History | No change | 2,712 | 787 | 0.19% | 0.19% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 2,651 | 770 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 2,577 | 752 | 0.0% | 0.0% | 208 | -2,437 | -48.6% | Q3 2026 | Nov 04, 2026 |
| Legato Capital Management LLC | History | No change | 2,576 | 748 | 0.06% | 0.06% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,565 | 745 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,520 | 732 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 2,485 | 725 | 0.02% | 0.02% | 212 | +410 | 19.76% | Q3 2026 | Oct 13, 2026 |
| Sagewood Asset Management LP | History | No change | 2,477 | 719 | 0.16% | 0.16% | 213 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Camelot Portfolios, LLC | History | No change | 2,418 | 702 | 0.49% | 0.49% | 214 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,396 | 695 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OP Asset Management Ltd | History | Reduced | 2,381 | 694 | 0.01% | 0.01% | 216 | -1,480 | -38.33% | Q3 2026 | Nov 05, 2026 |
| MAYPORT, LLC | History | No change | 2,377 | 690 | 0.11% | 0.11% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,371 | 688 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisor Resource Council | History | Reduced | 2,240 | 678 | 0.23% | 0.21% | 219 | -117 | -4.96% | Q3 2026 | Nov 05, 2026 |
| ALLSTATE CORP | History | No change | 2,318 | 673 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREDIT AGRICOLE S A | History | No change | 2,300 | 668 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 2,225 | 649 | 0.01% | 0.01% | 222 | +74 | 3.44% | Q3 2026 | Oct 16, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 2,198 | 641 | 0.01% | 0.01% | 223 | +72 | 3.39% | Q3 2026 | Oct 27, 2026 |
| LRT Capital Management, LLC | History | No change | 2,202 | 639 | 0.42% | 0.42% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,198 | 638 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 2,162 | 630 | 0.01% | 0.0% | 226 | +1,170 | 117.94% | Q3 2026 | Oct 21, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 2,165 | 628 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Vestcor Inc | History | No change | 2,157 | 627 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantbot Technologies LP | History | No change | 2,142 | 622 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 2,100 | 612 | 0.41% | 0.37% | 230 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 2,083 | 607 | 0.01% | 0.01% | 231 | -152 | -6.8% | Q3 2026 | Oct 15, 2026 |
| ADVENT INTERNATIONAL, L.P. | History | No change | 1,985 | 576 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 1,668 | 559 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DENALI ADVISORS LLC | History | No change | 1,921 | 558 | 0.06% | 0.06% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M&T BANK CORP | History | No change | 1,916 | 556 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Inspire Investing, LLC | History | Reduced | 1,859 | 542 | 0.02% | 0.04% | 236 | -1,228 | -39.78% | Q3 2026 | Oct 22, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 1,844 | 536 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | No change | 1,744 | 506 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,734 | 503 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 1,695 | 494 | 0.0% | — | 240 | +1,695 | New | Q3 2026 | Oct 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,635 | 477 | 0.0% | 0.0% | 241 | +347 | 26.94% | Q3 2026 | Oct 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,638 | 475 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,634 | 474 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centiva Capital, LP | History | No change | 1,620 | 470 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 1,560 | 455 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 1,522 | 444 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Bridgewater Associates, LP | History | No change | 1,513 | 439 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 1,493 | 434 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rafferty Asset Management, LLC | History | No change | 1,475 | 428 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 1,470 | 427 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDT Partners, LLC | History | No change | 1,400 | 406 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | No change | 1,358 | 394 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 1,345 | 392 | 0.01% | 0.01% | 253 | -30 | -2.18% | Q3 2026 | Oct 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,343 | 390 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| R Squared Ltd | History | No change | 1,338 | 388 | 0.2% | 0.2% | 255 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 1,310 | 382 | 0.01% | 0.01% | 256 | -68 | -4.93% | Q3 2026 | Nov 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 1,306 | 379 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,297 | 376 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,255 | 366 | 0.0% | 0.0% | 259 | -13 | -1.03% | Q3 2026 | Nov 02, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 1,255 | 364 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Inspire Advisors, LLC | History | No change | 1,257 | 364 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DnB Asset Management AS | History | No change | 1,241 | 360 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambria Investment Management, L.P. | History | No change | 1,239 | 359 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,225 | 357 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Ethic Inc. | History | Added to | 1,218 | 355 | 0.0% | 0.0% | 265 | +436 | 55.75% | Q3 2026 | Nov 03, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 1,206 | 350 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 1,197 | 349 | 0.0% | 0.0% | 267 | +419 | 53.86% | Q3 2026 | Oct 23, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 1,187 | 344 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jump Financial, LLC | History | No change | 1,177 | 341 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Utah Retirement Systems | History | No change | 1,171 | 340 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PCB Capital LLC | History | No change | 1,169 | 339 | 0.41% | 0.41% | 271 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Crumly & Associates Inc. | History | Reduced | 1,119 | 326 | 0.06% | 0.07% | 272 | -127 | -10.19% | Q3 2026 | Oct 07, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 1,111 | 323 | 0.07% | 0.07% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 1,100 | 319 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 1,083 | 316 | 0.01% | 0.01% | 275 | +6 | 0.56% | Q3 2026 | Oct 22, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 1,081 | 314 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | No change | 1,078 | 313 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnetar Financial LLC | History | No change | 1,072 | 311 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frec Markets, Inc. | History | No change | 1,059 | 307 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 1,045 | 303 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 1,024 | 297 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 1,009 | 293 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,010 | 293 | 0.04% | 0.04% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 988 | 288 | 0.02% | 0.02% | 284 | -217 | -18.01% | Q3 2026 | Oct 28, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 974 | 282 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOVEM GROUP | History | Reduced | 953 | 278 | 0.03% | 0.03% | 286 | -71 | -6.93% | Q3 2026 | Oct 19, 2026 |
| Private Advisor Group, LLC | History | No change | 956 | 277 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | History | No change | 929 | 271 | 0.22% | 0.24% | 288 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 918 | 267 | 0.01% | 0.01% | 289 | +177 | 23.89% | Q3 2026 | Oct 30, 2026 |
| Waldron Private Wealth LLC | History | New | 909 | 265 | 0.01% | — | 290 | +909 | New | Q3 2026 | Nov 02, 2026 |
| Chicago Partners Investment Group LLC | History | New | 888 | 262 | 0.0% | — | 292 | +888 | New | Q3 2026 | Oct 26, 2026 |
| Quadrature Capital Ltd | History | No change | 903 | 262 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lido Advisors, LLC | History | New | 886 | 258 | 0.0% | — | 293 | +886 | New | Q3 2026 | Nov 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 880 | 255 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 877 | 254 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 866 | 251 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIGHTON JONES LLC | History | New | 858 | 250 | 0.0% | — | 297 | +858 | New | Q3 2026 | Nov 03, 2026 |
| 111 Capital | History | New | 843 | 246 | 0.04% | — | 298 | +843 | New | Q3 2026 | Nov 03, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 828 | 240 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 822 | 239 | 0.0% | — | 300 | +822 | New | Q3 2026 | Oct 27, 2026 |
| Merit Financial Group, LLC | History | No change | 810 | 235 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SMITH, MOORE & CO. | History | No change | 802 | 232 | 0.02% | 0.02% | 302 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JB Capital LLC | History | Reduced | 785 | 229 | 0.01% | 0.02% | 303 | -1,553 | -66.42% | Q3 2026 | Oct 19, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 796 | 229 | 0.01% | — | 304 | +796 | New | Q3 2026 | Oct 09, 2026 |
| Abel Hall, LLC | History | Added to | 777 | 226 | 0.04% | 0.04% | 306 | +45 | 6.15% | Q3 2026 | Oct 19, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 778 | 226 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 760 | 221 | 0.01% | 0.01% | 307 | +34 | 4.68% | Q3 2026 | Oct 28, 2026 |
| STRS OHIO | History | Added to | 757 | 220 | 0.0% | 0.0% | 308 | +284 | 60.04% | Q3 2026 | Oct 30, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 752 | 219 | 0.03% | 0.03% | 309 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 749 | 217 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 740 | 214 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Asset Management Inc | History | No change | 735 | 214 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 737 | 214 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | Reduced | 730 | 213 | 0.1% | 0.1% | 314 | -20 | -2.67% | Q3 2026 | Oct 16, 2026 |
| PFG Investments, LLC | History | No change | 731 | 212 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KBC Group NV | History | No change | 716 | 209 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Arkadios Wealth Advisors | History | No change | 718 | 208 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bridgefront Capital, LLC | History | No change | 716 | 207 | 0.05% | 0.05% | 318 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 712 | 206 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INNEALTA CAPITAL, LLC | History | No change | 703 | 205 | 0.11% | 0.11% | 320 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Sterling Capital Management LLC | History | Reduced | 624 | 182 | 0.0% | 0.0% | 321 | -51 | -7.56% | Q3 2026 | Oct 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 592 | 172 | 0.01% | 0.01% | 322 | +56 | 10.45% | Q3 2026 | Nov 04, 2026 |
| Arax Advisory Partners | History | No change | 530 | 153 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 424 | 123 | 0.0% | 0.0% | 324 | +251 | 145.09% | Q3 2026 | Oct 08, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 424 | 123 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 414 | 120 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 379 | 110 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 371 | 107 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 325 | 94 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 313 | 91 | 0.0% | 0.0% | 331 | +51 | 19.47% | Q3 2026 | Nov 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 316 | 91 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 278 | 81 | 0.0% | 0.0% | 332 | +20 | 7.75% | Q3 2026 | Oct 23, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 271 | 79 | 0.01% | 0.01% | 333 | +6 | 2.26% | Q3 2026 | Oct 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 271 | 79 | 0.01% | 0.01% | 334 | +3 | 1.12% | Q3 2026 | Oct 27, 2026 |
| Root Financial Partners, LLC | History | New | 260 | 75 | 0.0% | — | 335 | +260 | New | Q3 2026 | Oct 21, 2026 |
| MATHER GROUP, LLC. | History | Added to | 255 | 74 | 0.0% | 0.0% | 336 | +10 | 4.08% | Q3 2026 | Oct 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 247 | 72 | 0.0% | 0.0% | 337 | -7 | -2.76% | Q3 2026 | Oct 23, 2026 |
| Heritage Family Offices, LLP | History | New | 233 | 67 | 0.02% | — | 338 | +233 | New | Q3 2026 | Nov 02, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 210 | 61 | 0.02% | 0.02% | 339 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Versant Capital Management, Inc | History | Added to | 186 | 54 | 0.0% | 0.0% | 340 | +59 | 46.46% | Q3 2026 | Oct 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 182 | 53 | 0.0% | 0.0% | 342 | +79 | 76.7% | Q3 2026 | Oct 08, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 182 | 53 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 178 | 51 | 0.0% | 0.0% | 343 | +88 | 97.78% | Q3 2026 | Oct 28, 2026 |
| BESSEMER GROUP INC | History | No change | 173 | 50 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 164 | 47 | 0.0% | 0.0% | 345 | +27 | 19.71% | Q3 2026 | Oct 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 160 | 46 | 0.0% | 0.0% | 346 | +1 | 0.63% | Q3 2026 | Oct 20, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 155 | 45 | 0.01% | 0.01% | 347 | -155 | -50.0% | Q3 2026 | Oct 30, 2026 |
| UMB Bank, n.a. | History | No change | 149 | 43 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management LLC | History | No change | 134 | 38 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | Added to | 130 | 37 | 0.0% | 0.0% | 351 | +12 | 10.17% | Q3 2026 | Oct 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 129 | 37 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Essential Partners LLC | History | Added to | 125 | 36 | 0.02% | 0.01% | 352 | +42 | 50.6% | Q3 2026 | Oct 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 121 | 35 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Altshuler Shaham Ltd | History | No change | 110 | 31 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 103 | 30 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Addison Advisors LLC | History | No change | 102 | 29 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | Added to | 94 | 27 | 0.0% | — | 358 | +93 | 9300.0% | Q3 2026 | Nov 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 94 | 27 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 90 | 26 | 0.02% | 0.02% | 359 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Elyxium Wealth, LLC | History | New | 85 | 24 | 0.0% | — | 361 | +85 | New | Q3 2026 | Oct 27, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 83 | 24 | 0.0% | — | 360 | +83 | New | Q3 2026 | Oct 27, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 80 | 23 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 82 | 23 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 74 | 21 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 66 | 19 | 0.0% | 0.0% | 366 | +30 | 83.33% | Q3 2026 | Oct 21, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 68 | 19 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 65 | 18 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allied Private Wealth LLC | History | No change | 57 | 17 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| True Wealth Design, LLC | History | Added to | 54 | 15 | 0.0% | 0.0% | 369 | +31 | 134.78% | Q3 2026 | Oct 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 55 | 15 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 48 | 14 | 0.0% | 0.0% | 374 | +44 | 1100.0% | Q3 2026 | Oct 26, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 48 | 14 | 0.0% | 0.0% | 373 | -1 | -2.04% | Q3 2026 | Oct 21, 2026 |
| Security National Bank | History | No change | 50 | 14 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CVA Family Office, LLC | History | No change | 51 | 14 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 47 | 13 | 0.0% | — | 375 | +47 | New | Q3 2026 | Nov 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 41 | 11 | 0.0% | 0.0% | 377 | +19 | 86.36% | Q3 2026 | Oct 07, 2026 |
| DANSKE BANK A/S | History | No change | 40 | 11 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 33 | 9 | 0.0% | 0.0% | 379 | +28 | 560.0% | Q3 2026 | Oct 30, 2026 |
| Fortitude Family Office, LLC | History | Added to | 32 | 9 | 0.0% | 0.0% | 378 | +4 | 14.29% | Q3 2026 | Oct 14, 2026 |
| Community Financial Services Group, LLC | History | Added to | 28 | 8 | 0.0% | 0.0% | 380 | +9 | 47.37% | Q3 2026 | Oct 15, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 30 | 8 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Bayforest Capital Ltd | History | Reduced | 27 | 7 | 0.01% | 0.1% | 384 | -363 | -93.08% | Q3 2026 | Nov 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 26 | 7 | 0.0% | 0.0% | 382 | -3 | -10.34% | Q3 2026 | Oct 05, 2026 |
| LRI Investments, LLC | History | No change | 26 | 7 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 23 | 6 | 0.0% | — | 394 | +23 | New | Q3 2026 | Oct 21, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 21 | 6 | 0.0% | 0.0% | 391 | -8 | -27.59% | Q3 2026 | Oct 07, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 23 | 6 | 0.0% | 0.0% | 387 | +6 | 35.29% | Q3 2026 | Oct 28, 2026 |
| Smithfield Trust Co | History | No change | 21 | 6 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bogart Wealth, LLC | History | No change | 23 | 6 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quent Capital, LLC | History | No change | 23 | 6 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 21 | 6 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sachetta, LLC | History | No change | 22 | 6 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Torren Management, LLC | History | No change | 22 | 6 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 22 | 6 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Reduced | 17 | 5 | 0.0% | 0.12% | 396 | -673 | -97.54% | Q3 2026 | Oct 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 20 | 5 | 0.0% | 0.0% | 395 | -1 | -4.76% | Q3 2026 | Oct 22, 2026 |
| Vanguard National Trust Co | History | No change | 20 | 5 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curat Global, LLC | History | No change | 20 | 5 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 20 | 5 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 17 | 4 | 0.0% | — | 408 | +17 | New | Q3 2026 | Oct 15, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 16 | 4 | 0.0% | — | 407 | +16 | New | Q3 2026 | Nov 05, 2026 |
| GK Wealth Management LLC | History | New | 16 | 4 | 0.0% | — | 409 | +16 | New | Q3 2026 | Oct 09, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 14 | 4 | 0.0% | 0.0% | 403 | +5 | 55.56% | Q3 2026 | Oct 27, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 15 | 4 | 0.0% | 0.0% | 405 | +2 | 15.38% | Q3 2026 | Nov 05, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 14 | 4 | 0.0% | 0.0% | 406 | -2 | -12.5% | Q3 2026 | Nov 05, 2026 |
| CENTRAL TRUST Co | History | No change | 15 | 4 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 15 | 4 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| High Note Wealth, LLC | History | No change | 15 | 4 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Cetera Trust Company, N.A | History | No change | 15 | 4 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADIRONDACK TRUST CO | History | New | 11 | 3 | 0.0% | — | 416 | +11 | New | Q3 2026 | Oct 14, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 13 | 3 | 0.0% | 0.0% | 411 | -8 | -38.1% | Q3 2026 | Oct 21, 2026 |
| Hughes Financial Services, LLC | History | Added to | 12 | 3 | 0.0% | 0.0% | 413 | +1 | 9.09% | Q3 2026 | Oct 30, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 11 | 3 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Colonial Trust Co / SC | History | No change | 11 | 3 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rialto Wealth Management, LLC | History | No change | 13 | 3 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WPG Advisers, LLC | History | No change | 11 | 3 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Ascentis Independent Advisors | History | New | 8 | 2 | 0.0% | — | 431 | +8 | New | Q3 2026 | Nov 03, 2026 |
| Jacobi Capital Management LLC | History | New | 7 | 2 | 0.0% | — | 430 | +7 | New | Q3 2026 | Nov 05, 2026 |
| Rossby Financial, LCC | History | Added to | 8 | 2 | 0.0% | 0.0% | 426 | +1 | 14.29% | Q3 2026 | Nov 05, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 7 | 2 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Manchester Capital Management LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| First Command Advisory Services, Inc. | History | No change | 8 | 2 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Crewe Advisors LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cromwell Holdings LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| UNION SAVINGS BANK | History | No change | 9 | 2 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 7 | 2 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| HFM Investment Advisors, LLC | History | No change | 7 | 2 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Planning Strategies Inc. | History | No change | 9 | 2 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| James T. Borello RIA | History | No change | 7 | 2 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Leonteq Securities AG | History | Reduced | 5 | 1 | 0.0% | 0.01% | 435 | -532 | -99.07% | Q3 2026 | Oct 29, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 4 | 1 | 0.0% | — | 440 | +4 | New | Q3 2026 | Oct 29, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 4 | 1 | 0.0% | — | 441 | +4 | New | Q3 2026 | Oct 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6 | 1 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 5 | 1 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Financial Management LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| CPC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -10,339 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Abacus Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,065 | -100.0% | Q3 2026 | Nov 03, 2026 |
| VISIONARY HORIZONS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -763 | -100.0% | Q3 2026 | Oct 22, 2026 |
| North Dakota State Investment Board | History | Closed out | 0 | 0 | — | 0.01% | — | -709 | -100.0% | Q3 2026 | Oct 27, 2026 |
| First Nebraska Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -700 | -100.0% | Q3 2026 | Oct 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -691 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -690 | -100.0% | Q3 2026 | Oct 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2026 | Nov 02, 2026 |
| J.Safra Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2026 | Nov 03, 2026 |
| FIRST COMMUNITY TRUST NA | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Center for Financial Planning, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 26, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 08, 2026 |
| Burk Holdings LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Nov 04, 2026 |
| Clark Wealth Partners | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 16, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Nov 03, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q3 2026 | Oct 27, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q3 2026 | Nov 02, 2026 |
| MASECO LLP | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 27, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MOTCO | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quaker Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SHP Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Activest Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Lodestone Wealth Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Bare Financial Services, Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Caitlin John, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Private Wealth Management Group, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| American Capital Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |