Lazard, Inc. - LAZ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 11,152,391 | 467,731 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 9,038,924 | 379,092 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 8,962,415 | 375,884 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 6,136,015 | 257,344 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARIEL INVESTMENTS, LLC | History | No change | 5,755,404 | 241,381 | 2.41% | 2.41% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 5,021,304 | 210,593 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 3,632,893 | 152,363 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,986,539 | 125,255 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,561,497 | 107,453 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Research Global Investors | History | No change | 2,242,241 | 94,039 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fisher Asset Management, LLC | History | No change | 2,148,377 | 90,102 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | No change | 2,137,354 | 89,640 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,952,363 | 81,881 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,104,358 | 76,235 | 0.01% | 0.02% | 14 | +32,088 | 1.55% | Q3 2026 | Nov 04, 2026 |
| NORGES BANK | History | No change | 1,757,418 | 73,706 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 1,604,098 | 67,275 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,542,057 | 64,673 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 1,461,214 | 61,283 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,617,966 | 58,618 | 0.03% | 0.02% | 19 | +479,651 | 42.14% | Q3 2026 | Nov 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,362,926 | 57,161 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Epoch Investment Partners, Inc. | History | No change | 1,306,301 | 54,786 | 0.31% | 0.31% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,162,755 | 48,765 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,004,339 | 42,121 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,024,305 | 41,535 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 968,112 | 40,602 | 0.33% | 0.33% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 964,653 | 40,457 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 889,392 | 37,301 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 804,872 | 33,756 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 752,606 | 31,564 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 743,305 | 31,174 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 741,039 | 31,079 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 709,203 | 29,743 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 697,200 | 29,240 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 554,285 | 23,246 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 546,216 | 22,908 | 0.91% | 0.91% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 487,237 | 20,434 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 401,223 | 16,827 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 398,595 | 16,717 | 0.28% | 0.28% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 383,706 | 16,092 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 365,995 | 15,349 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 353,445 | 14,823 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 326,564 | 13,696 | 0.06% | 0.06% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 320,061 | 13,423 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Walleye Capital LLC | History | No change | 298,652 | 12,525 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 296,546 | 12,437 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ranger Investment Management, L.P. | History | No change | 270,470 | 11,343 | 0.72% | 0.72% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Added to | 311,794 | 11,296 | 0.79% | 0.39% | 47 | +173,267 | 125.08% | Q3 2026 | Nov 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 267,844 | 11,233 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALGEBRIS (UK) LTD | History | No change | 261,796 | 10,945 | 0.72% | 0.72% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MUFG Securities EMEA plc | History | No change | 254,300 | 10,665 | 0.11% | 0.11% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 244,003 | 10,233 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 234,248 | 9,824 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 268,412 | 9,723 | 0.1% | 0.12% | 53 | -21,678 | -7.47% | Q3 2026 | Oct 15, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 262,475 | 9,509 | 0.9% | 0.88% | 54 | +61,187 | 30.4% | Q3 2026 | Oct 28, 2026 |
| RHUMBLINE ADVISERS | History | No change | 201,561 | 8,453 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Purpose Unlimited Inc. | History | No change | 191,474 | 8,061 | 0.31% | 0.31% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 188,400 | 7,901 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 185,136 | 7,764 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 169,584 | 7,112 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 195,946 | 7,099 | 0.1% | 0.13% | 60 | -6,315 | -3.12% | Q3 2026 | Oct 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 166,472 | 6,981 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 163,758 | 6,868 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 162,981 | 6,835 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 152,836 | 6,409 | 0.12% | 0.12% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 152,698 | 6,404 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 150,500 | 6,311 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 147,500 | 6,186 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 169,805 | 6,152 | 0.0% | 0.0% | 68 | -17,348 | -9.27% | Q3 2026 | Nov 04, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 135,505 | 5,683 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prana Capital Management, LP | History | No change | 130,189 | 5,460 | 0.17% | 0.17% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Channing Capital Management, LLC | History | New | 143,878 | 5,212 | 0.14% | — | 71 | +143,878 | New | Q3 2026 | Nov 02, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 109,925 | 4,610 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 108,613 | 4,555 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| IMC-Chicago, LLC | History | Added to | 125,300 | 4,539 | 0.0% | 0.0% | 74 | +11,800 | 10.4% | Q3 2026 | Nov 05, 2026 |
| SEI INVESTMENTS CO | History | No change | 106,590 | 4,470 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 103,039 | 4,321 | 0.36% | 0.36% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CREDIT AGRICOLE S A | History | No change | 103,038 | 4,321 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 100,538 | 4,216 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 98,021 | 4,111 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 97,743 | 4,099 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 95,846 | 4,019 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 95,509 | 4,005 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 106,388 | 3,854 | 0.16% | 0.2% | 83 | -4,791 | -4.31% | Q3 2026 | Nov 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 89,100 | 3,736 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 87,603 | 3,674 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 87,275 | 3,660 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 86,502 | 3,627 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 82,940 | 3,478 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 81,321 | 3,410 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Van Berkom & Associates Inc. | History | Added to | 84,889 | 3,076 | 0.11% | 0.11% | 90 | +6,494 | 8.28% | Q3 2026 | Nov 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 68,587 | 2,876 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 63,090 | 2,644 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ICON ADVISERS INC/CO | History | No change | 61,898 | 2,596 | 0.49% | 0.49% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 53,910 | 2,260 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | No change | 52,600 | 2,206 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Callahan Advisors, LLC | History | No change | 52,442 | 2,199 | 0.17% | 0.17% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 58,063 | 2,103 | 0.02% | 0.03% | 98 | -2,840 | -4.66% | Q3 2026 | Nov 05, 2026 |
| Edgestream Partners, L.P. | History | No change | 50,153 | 2,103 | 0.06% | 0.06% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vident Advisory, LLC | History | No change | 48,270 | 2,024 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 47,167 | 1,978 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 43,025 | 1,804 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 42,842 | 1,796 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paulson Wealth Management Inc. | History | No change | 48,762 | 1,766 | 0.37% | 0.43% | 103 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| LPL Financial LLC | History | No change | 41,652 | 1,746 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | No change | 41,592 | 1,744 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 41,170 | 1,726 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 46,619 | 1,689 | 0.0% | 0.01% | 107 | -5,645 | -10.8% | Q3 2026 | Nov 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 46,085 | 1,669 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Treasurer of the State of North Carolina | History | No change | 39,732 | 1,666 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 39,657 | 1,663 | 0.07% | 0.07% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 38,648 | 1,641 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 38,773 | 1,626 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aureus Asset Management, LLC | History | No change | 38,419 | 1,611 | 0.1% | 0.1% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 37,954 | 1,591 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moran Wealth Management, LLC | History | Added to | 42,821 | 1,551 | 0.04% | 0.05% | 115 | +219 | 0.51% | Q3 2026 | Oct 22, 2026 |
| BARCLAYS PLC | History | No change | 36,951 | 1,549 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 41,500 | 1,503 | 0.02% | 0.03% | 117 | -7,400 | -15.13% | Q3 2026 | Oct 20, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 34,695 | 1,455 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 33,242 | 1,394 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 38,071 | 1,379 | 0.03% | 0.04% | 120 | -775 | -2.0% | Q3 2026 | Oct 16, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 32,125 | 1,347 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 31,726 | 1,273 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 30,000 | 1,258 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Callodine Capital Management, LP | History | No change | 30,000 | 1,258 | 0.08% | 0.08% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 29,790 | 1,249 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 34,326 | 1,243 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 33,679 | 1,220 | 0.0% | 0.0% | 127 | +5,957 | 21.49% | Q3 2026 | Nov 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 28,108 | 1,178 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 28,000 | 1,174 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 30,663 | 1,110 | 0.1% | 0.1% | 130 | +2,987 | 10.79% | Q3 2026 | Oct 26, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 26,056 | 1,092 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 26,001 | 1,090 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 24,935 | 1,045 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 24,094 | 1,010 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 27,737 | 1,004 | 0.0% | 0.01% | 135 | +1,825 | 7.04% | Q3 2026 | Nov 03, 2026 |
| AMALGAMATED BANK | History | Reduced | 27,113 | 982 | 0.01% | 0.01% | 136 | -4,490 | -14.21% | Q3 2026 | Oct 23, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 22,895 | 960 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 22,361 | 937 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Mork Capital Management, LLC | History | No change | 22,250 | 933 | 0.6% | 0.6% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 24,801 | 898 | 0.01% | 0.01% | 140 | -5,200 | -17.33% | Q3 2026 | Oct 22, 2026 |
| INCEPTIONR LLC | History | No change | 21,325 | 894 | 0.22% | 0.22% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Maryland State Retirement & Pension System | History | No change | 20,919 | 877 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 20,900 | 876 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 24,082 | 872 | 0.01% | 0.01% | 144 | -400 | -1.63% | Q3 2026 | Oct 26, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 22,961 | 831 | 0.0% | 0.01% | 145 | -3,524 | -13.31% | Q3 2026 | Nov 03, 2026 |
| Creative Planning | History | Reduced | 22,039 | 798 | 0.0% | 0.0% | 146 | -25,910 | -54.04% | Q3 2026 | Nov 02, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 21,886 | 792 | 0.01% | 0.01% | 147 | -3,514 | -13.83% | Q3 2026 | Oct 29, 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | History | No change | 18,608 | 780 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 18,500 | 776 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cetera Investment Advisers | History | No change | 18,494 | 775 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Autumn Glory Partners, LLC | History | No change | 21,084 | 763 | 0.21% | 0.25% | 151 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Corient Private Wealth LP | History | No change | 18,171 | 762 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 20,829 | 754 | 0.0% | 0.0% | 153 | -4,445 | -17.59% | Q3 2026 | Oct 30, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 20,400 | 739 | 0.0% | 0.0% | 154 | +9,800 | 92.45% | Q3 2026 | Nov 04, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 17,634 | 739 | 0.1% | 0.1% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | No change | 17,622 | 738 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Future Fund LLC | History | No change | 17,121 | 718 | 0.21% | 0.21% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 19,386 | 702 | 0.11% | 0.16% | 158 | -6,252 | -24.39% | Q3 2026 | Oct 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 18,406 | 666 | 0.0% | 0.0% | 159 | +8,735 | 90.32% | Q3 2026 | Oct 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 15,825 | 663 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 15,227 | 638 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 14,908 | 625 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 16,649 | 603 | 0.03% | 0.04% | 163 | -490 | -2.86% | Q3 2026 | Oct 16, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 14,021 | 588 | 0.13% | 0.13% | 164 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 16,225 | 587 | 0.08% | 0.1% | 165 | -1,000 | -5.81% | Q3 2026 | Oct 13, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 16,183 | 586 | 0.05% | — | 166 | +16,183 | New | Q3 2026 | Oct 16, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 13,701 | 574 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 15,758 | 570 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 15,166 | 549 | 0.0% | 0.0% | 169 | +1,005 | 7.1% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,267 | 546 | 0.0% | 0.0% | 170 | +6,058 | 65.78% | Q3 2026 | Oct 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 12,737 | 534 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 12,088 | 506 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 11,931 | 500 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 11,841 | 496 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 13,129 | 478 | 0.0% | 0.0% | 175 | +320 | 2.5% | Q3 2026 | Oct 16, 2026 |
| Bleakley Financial Group, LLC | History | No change | 11,257 | 472 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VARCOV Co. | History | No change | 11,130 | 466 | 0.18% | 0.18% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 11,055 | 463 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | No change | 10,967 | 459 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 12,526 | 453 | 0.01% | 0.0% | 180 | +4,725 | 60.57% | Q3 2026 | Oct 20, 2026 |
| 1492 Capital Management LLC | History | No change | 10,639 | 446 | 0.13% | 0.13% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Argent Trust Co | History | No change | 10,653 | 446 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 12,102 | 438 | 0.0% | 0.01% | 183 | -1,613 | -11.76% | Q3 2026 | Oct 23, 2026 |
| Claro Advisors Inc. | History | Added to | 12,086 | 437 | 0.04% | 0.05% | 184 | +135 | 1.13% | Q3 2026 | Nov 02, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 11,961 | 433 | 0.0% | 0.0% | 185 | -628 | -4.99% | Q3 2026 | Nov 04, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 11,767 | 426 | 0.2% | — | 186 | +11,767 | New | Q3 2026 | Oct 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 10,055 | 421 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 9,994 | 419 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 9,739 | 408 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAWOOD & CO | History | Reduced | 11,210 | 406 | 0.28% | 0.35% | 190 | -1,210 | -9.74% | Q3 2026 | Oct 09, 2026 |
| ALLSTATE CORP | History | No change | 9,191 | 385 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 9,110 | 382 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 9,034 | 378 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ALGERT GLOBAL LLC | History | No change | 8,850 | 371 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 10,304 | 363 | 0.07% | 0.08% | 195 | -113 | -1.08% | Q3 2026 | Oct 09, 2026 |
| iA Global Asset Management Inc. | History | New | 9,691 | 351 | 0.0% | — | 196 | +9,691 | New | Q3 2026 | Oct 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,095 | 339 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 8,070 | 338 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 8,025 | 336 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 7,961 | 333 | 0.12% | 0.12% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 7,908 | 331 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Frec Markets, Inc. | History | No change | 7,721 | 323 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 8,859 | 320 | 0.01% | 0.01% | 203 | +435 | 5.16% | Q3 2026 | Oct 28, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 8,807 | 319 | 0.0% | 0.0% | 204 | +1,636 | 22.81% | Q3 2026 | Oct 22, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,484 | 314 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | No change | 7,472 | 313 | 0.15% | 0.15% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 8,398 | 304 | 0.0% | 0.0% | 207 | -316 | -3.63% | Q3 2026 | Nov 02, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 8,241 | 298 | 0.01% | 0.55% | 208 | -288,891 | -97.23% | Q3 2026 | Oct 26, 2026 |
| XPONANCE LLC | History | Reduced | 8,154 | 295 | 0.0% | 0.0% | 209 | -7 | -0.09% | Q3 2026 | Nov 03, 2026 |
| North Star Investment Management Corp. | History | Reduced | 7,800 | 282 | 0.02% | 0.02% | 210 | -325 | -4.0% | Q3 2026 | Oct 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 6,693 | 280 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vise Technologies, Inc. | History | New | 7,521 | 272 | 0.0% | — | 212 | +7,521 | New | Q3 2026 | Oct 28, 2026 |
| Quantbot Technologies LP | History | No change | 6,284 | 263 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 7,200 | 260 | 0.0% | 0.0% | 214 | +1,000 | 16.13% | Q3 2026 | Oct 28, 2026 |
| Hilltop National Bank | History | Reduced | 7,093 | 256 | 0.06% | 0.07% | 216 | -329 | -4.43% | Q3 2026 | Oct 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,109 | 256 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,951 | 249 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 5,876 | 246 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 6,655 | 241 | 0.0% | 0.0% | 219 | +377 | 6.01% | Q3 2026 | Nov 03, 2026 |
| Tradition Wealth Management, LLC | History | No change | 5,650 | 236 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Asset Management Inc | History | Reduced | 6,504 | 235 | 0.0% | 0.0% | 221 | -653 | -9.12% | Q3 2026 | Nov 05, 2026 |
| Private Advisor Group, LLC | History | No change | 5,517 | 231 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 5,409 | 226 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 5,349 | 224 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWINBEECH CAPITAL LP | History | No change | 5,315 | 222 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 5,181 | 217 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 5,947 | 215 | 0.0% | — | 227 | +5,947 | New | Q3 2026 | Oct 21, 2026 |
| Kestra Investment Management, LLC | History | New | 5,924 | 214 | 0.0% | — | 228 | +5,924 | New | Q3 2026 | Nov 04, 2026 |
| EntryPoint Capital, LLC | History | No change | 5,069 | 212 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | New | 5,826 | 211 | 0.0% | — | 230 | +5,826 | New | Q3 2026 | Nov 03, 2026 |
| Utah Retirement Systems | History | No change | 4,911 | 205 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 4,817 | 202 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,700 | 197 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | Added to | 4,178 | 151 | 0.0% | 0.0% | 234 | +1,189 | 39.78% | Q3 2026 | Oct 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,364 | 141 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 3,000 | 125 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BFC Planning, Inc. | History | No change | 2,990 | 125 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,808 | 117 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | Added to | 3,152 | 114 | 0.0% | 0.0% | 239 | +653 | 26.13% | Q3 2026 | Oct 21, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 2,329 | 97 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,500 | 90 | 0.0% | 0.0% | 241 | +1,789 | 251.62% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,381 | 86 | 0.0% | 0.0% | 242 | -57 | -2.34% | Q3 2026 | Oct 22, 2026 |
| Nykredit A/S | History | No change | 2,074 | 86 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Bayforest Capital Ltd | History | Reduced | 2,324 | 84 | 0.12% | 0.1% | 245 | -380 | -14.05% | Q3 2026 | Nov 03, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,733 | 84 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Axiom Investment Management LLC | History | No change | 2,100 | 76 | 0.06% | 0.06% | 246 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,702 | 71 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Wyoming | History | Reduced | 1,917 | 69 | 0.01% | 0.01% | 248 | -522 | -21.4% | Q3 2026 | Oct 28, 2026 |
| GAMMA Investing LLC | History | Added to | 1,872 | 67 | 0.0% | 0.0% | 249 | +508 | 37.24% | Q3 2026 | Oct 08, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,712 | 62 | 0.0% | 0.0% | 250 | -979 | -36.38% | Q3 2026 | Nov 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,481 | 62 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westfuller Advisors, LLC | History | No change | 1,282 | 53 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,383 | 50 | 0.0% | 0.01% | 253 | -373 | -21.24% | Q3 2026 | Oct 27, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,327 | 48 | 0.0% | 0.0% | 255 | +1,246 | 1538.27% | Q3 2026 | Oct 27, 2026 |
| STRS OHIO | History | Reduced | 1,343 | 48 | 0.0% | 0.0% | 254 | -624 | -31.72% | Q3 2026 | Oct 30, 2026 |
| US BANCORP \DE\ | History | No change | 1,121 | 47 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 994 | 41 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,022 | 37 | 0.0% | 0.0% | 258 | +27 | 2.71% | Q3 2026 | Oct 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 846 | 35 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Roxbury Financial LLC | History | No change | 984 | 35 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 980 | 35 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| HM PAYSON & CO | History | No change | 822 | 34 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 775 | 32 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Covestor Ltd | History | Added to | 847 | 31 | 0.02% | 0.01% | 264 | +590 | 229.57% | Q3 2026 | Oct 30, 2026 |
| GROUP ONE TRADING LLC | History | No change | 714 | 29 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 800 | 28 | 0.0% | 0.01% | 266 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 617 | 26 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 650 | 23 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 645 | 23 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| TD Capital Management LLC | History | No change | 526 | 22 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 587 | 21 | 0.0% | 0.0% | 271 | +555 | 1734.38% | Q3 2026 | Oct 20, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 590 | 21 | 0.01% | 0.02% | 273 | -85 | -12.59% | Q3 2026 | Oct 30, 2026 |
| IFP Advisors, Inc | History | Added to | 607 | 21 | 0.0% | 0.0% | 272 | +2 | 0.33% | Q3 2026 | Oct 16, 2026 |
| UMB Bank, n.a. | History | No change | 497 | 20 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | Reduced | 500 | 18 | 0.0% | 0.0% | 275 | -1,385 | -73.47% | Q3 2026 | Oct 27, 2026 |
| WHITTIER TRUST CO | History | No change | 424 | 18 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 408 | 17 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 408 | 17 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 410 | 17 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 469 | 16 | 0.0% | 0.0% | 282 | -451 | -49.02% | Q3 2026 | Oct 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 462 | 16 | 0.0% | 0.0% | 284 | +170 | 58.22% | Q3 2026 | Nov 04, 2026 |
| CENTRAL TRUST Co | History | No change | 400 | 16 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ancora Advisors LLC | History | No change | 400 | 16 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 458 | 16 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Root Financial Partners, LLC | History | New | 400 | 14 | 0.0% | — | 285 | +400 | New | Q3 2026 | Oct 21, 2026 |
| Essential Partners LLC | History | Added to | 376 | 13 | 0.01% | 0.01% | 289 | +52 | 16.05% | Q3 2026 | Oct 14, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 317 | 13 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | No change | 325 | 13 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 383 | 13 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 325 | 11 | 0.0% | — | 291 | +325 | New | Q3 2026 | Oct 19, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 318 | 11 | 0.0% | 0.0% | 290 | +52 | 19.55% | Q3 2026 | Oct 05, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 293 | 10 | 0.0% | 0.0% | 292 | +177 | 152.59% | Q3 2026 | Oct 26, 2026 |
| FIL Ltd | History | No change | 205 | 8 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 8 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UMB Private Wealth Management, LLC | History | New | 208 | 7 | 0.01% | — | 297 | +208 | New | Q3 2026 | Oct 19, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 208 | 7 | 0.0% | — | 295 | +188 | 940.0% | Q3 2026 | Oct 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 179 | 7 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | New | 193 | 6 | 0.0% | — | 301 | +193 | New | Q3 2026 | Oct 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 193 | 6 | 0.0% | 0.0% | 298 | -13 | -6.31% | Q3 2026 | Nov 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 150 | 6 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boreal Capital Management LLC | History | No change | 154 | 6 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 135 | 5 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Laurel Wealth Advisors LLC | History | New | 120 | 4 | 0.0% | — | 304 | +120 | New | Q3 2026 | Oct 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 107 | 4 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clark Wealth Partners | History | New | 95 | 3 | 0.0% | — | 312 | +95 | New | Q3 2026 | Oct 16, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 96 | 3 | 0.0% | 0.0% | 305 | +51 | 113.33% | Q3 2026 | Oct 22, 2026 |
| Clearstead Trust, LLC | History | No change | 86 | 3 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 91 | 3 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kilter Group LLC | History | No change | 87 | 3 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advocate Investing Services LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 73 | 3 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Added to | 66 | 2 | 0.0% | — | 319 | +63 | 2100.0% | Q3 2026 | Oct 13, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 59 | 2 | 0.0% | — | 322 | +59 | New | Q3 2026 | Oct 30, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 60 | 2 | 0.0% | — | 321 | +50 | 500.0% | Q3 2026 | Nov 05, 2026 |
| RMG Wealth Management LLC | History | Reduced | 75 | 2 | 0.0% | 0.0% | 314 | -40 | -34.78% | Q3 2026 | Oct 26, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 64 | 2 | 0.0% | 0.0% | 317 | -2 | -3.03% | Q3 2026 | Oct 14, 2026 |
| American Capital Advisory, LLC | History | Reduced | 66 | 2 | 0.0% | 0.0% | 320 | -1 | -1.49% | Q3 2026 | Oct 28, 2026 |
| BESSEMER GROUP INC | History | No change | 37 | 2 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 60 | 2 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| City State Bank | History | No change | 75 | 2 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Quarry LP | History | No change | 52 | 2 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Reduced | 38 | 1 | 0.0% | 0.1% | 326 | -83,639 | -99.95% | Q3 2026 | Oct 02, 2026 |
| Versant Capital Management, Inc | History | Reduced | 40 | 1 | 0.0% | 0.0% | 325 | -499 | -92.58% | Q3 2026 | Oct 01, 2026 |
| Bare Financial Services, Inc | History | New | 38 | 1 | 0.0% | — | 332 | +38 | New | Q3 2026 | Nov 04, 2026 |
| Mosley Wealth Management | History | New | 35 | 1 | 0.0% | — | 333 | +35 | New | Q3 2026 | Oct 16, 2026 |
| Ascentis Wealth Management, LLC | History | New | 33 | 1 | 0.0% | — | 334 | +33 | New | Q3 2026 | Nov 03, 2026 |
| Burk Holdings LLC | History | New | 28 | 1 | 0.0% | — | 335 | +28 | New | Q3 2026 | Nov 04, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 48 | 1 | 0.0% | 0.0% | 329 | +24 | 100.0% | Q3 2026 | Oct 27, 2026 |
| Noble Wealth Management PBC | History | Added to | 46 | 1 | 0.0% | 0.0% | 331 | +13 | 39.39% | Q3 2026 | Oct 01, 2026 |
| Clearstead Advisors, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Westside Investment Management, Inc. | History | No change | 30 | 1 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SHP Wealth Management | History | No change | 31 | 1 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -412,291 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Swedbank AB | History | Closed out | 0 | 0 | — | 0.01% | — | -207,000 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Capricorn Fund Managers Ltd | History | Closed out | 0 | 0 | — | 0.4% | — | -121,900 | -100.0% | Q3 2026 | Nov 03, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.02% | — | -82,903 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,257 | -100.0% | Q3 2026 | Oct 13, 2026 |
| V-Square Quantitative Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,282 | -100.0% | Q3 2026 | Oct 15, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -430 | -100.0% | Q3 2026 | Oct 28, 2026 |
| James T. Borello RIA | History | Reduced | 1 | 0 | — | 0.0% | — | -184 | -99.46% | Q3 2026 | Oct 16, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Key Capital Management, INC | History | Reduced | 11 | 0 | — | 0.0% | — | -46 | -80.7% | Q3 2026 | Nov 03, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2026 | Oct 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 25 | 0 | — | — | — | +25 | New | Q3 2026 | Oct 23, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q3 2026 | Oct 15, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 13, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 23, 2026 |
| Planning Strategies Inc. | History | Reduced | 15 | 0 | — | — | — | -7 | -31.82% | Q3 2026 | Oct 02, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 14 | 0 | — | — | — | +6 | 75.0% | Q3 2026 | Nov 03, 2026 |
| Elyxium Wealth, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 27, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Nov 03, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 12 | 0 | — | — | — | -2 | -14.29% | Q3 2026 | Oct 09, 2026 |
| NFSG Corp | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 15, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 15, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q3 2026 | Nov 04, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quaker Wealth Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Cromwell Holdings LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| DecisionPoint Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sachetta, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LRI Investments, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ankerstar Wealth, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |