LifeStance Health Group, Inc. - LFST
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TPG GP A, LLC | History | No change | 111,744,614 | 1,196,784 | 23.93% | 23.93% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 58,252,466 | 623,883 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 36,348,507 | 389,292 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUMMIT PARTNERS L P | History | No change | 23,310,115 | 249,651 | 41.0% | 41.0% | 4 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 13,960,892 | 149,521 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 12,077,557 | 129,350 | 0.08% | 0.08% | 6 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 11,427,602 | 122,376 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 9,735,076 | 104,262 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 8,228,351 | 88,125 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 5,947,600 | 63,698 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 5,592,598 | 59,909 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 5,021,527 | 53,780 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 3,996,866 | 42,806 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 3,606,755 | 38,628 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 3,061,724 | 32,791 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integral Health Asset Management, LLC | History | No change | 3,000,000 | 32,130 | 1.27% | 1.27% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 2,883,371 | 30,880 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 2,769,327 | 29,660 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,137,906 | 22,896 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Woodline Partners LP | History | No change | 2,068,445 | 22,153 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 2,054,414 | 22,002 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,979,078 | 21,195 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 1,967,647 | 21,073 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 1,882,750 | 20,164 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,811,778 | 19,404 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 1,627,266 | 17,428 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,589,631 | 17,024 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Eagle Investment Management, LLC | History | No change | 1,562,966 | 16,739 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 1,403,932 | 15,036 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,399,353 | 14,987 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 1,266,985 | 13,569 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 1,259,570 | 13,475 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,246,540 | 13,350 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 1,168,349 | 12,513 | 0.52% | 0.52% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 1,147,200 | 12,286 | 0.28% | 0.28% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trexquant Investment LP | History | No change | 1,114,185 | 11,932 | 0.07% | 0.07% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,085,487 | 11,625 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 960,010 | 10,281 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ORBIMED ADVISORS LLC | History | No change | 947,400 | 10,146 | 0.19% | 0.19% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 884,735 | 9,475 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 828,268 | 8,870 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 796,485 | 8,530 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 791,466 | 8,476 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 787,103 | 8,429 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 781,813 | 8,373 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 745,539 | 7,984 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 740,274 | 7,928 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 707,965 | 7,582 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 560,592 | 6,003 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 551,831 | 5,910 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 482,402 | 5,166 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 481,250 | 5,154 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 473,311 | 5,069 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 452,546 | 4,846 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 406,344 | 4,351 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PEAK6 LLC | History | No change | 400,000 | 4,284 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 394,118 | 4,221 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 351,900 | 3,768 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 310,522 | 3,325 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 310,541 | 3,325 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 308,763 | 3,306 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 306,044 | 3,277 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 294,310 | 3,152 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALGERT GLOBAL LLC | History | No change | 272,910 | 2,922 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 244,651 | 2,620 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 237,814 | 2,546 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 217,798 | 2,332 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fort Baker Capital Management LP | History | No change | 216,000 | 2,313 | 0.17% | 0.17% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 197,926 | 2,119 | 0.11% | 0.11% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MYDA Advisors LLC | History | No change | 190,000 | 2,034 | 0.3% | 0.3% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 188,087 | 2,014 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WINTON GROUP Ltd | History | No change | 186,589 | 1,998 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 182,360 | 1,953 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moran Wealth Management, LLC | History | No change | 181,413 | 1,942 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IEQ CAPITAL, LLC | History | No change | 180,656 | 1,934 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 165,885 | 1,776 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 163,322 | 1,749 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 157,962 | 1,730 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 154,800 | 1,657 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 150,442 | 1,611 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 149,000 | 1,595 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 148,193 | 1,587 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 147,343 | 1,578 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 146,779 | 1,572 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 146,097 | 1,564 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORMULA GROWTH LTD | History | No change | 145,000 | 1,552 | 0.55% | 0.55% | 86 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 242,120 | 1,542 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 112,844 | 1,357 | 0.08% | 0.08% | 88 | +1,435 | 1.29% | Q3 2026 | Oct 08, 2026 |
| Russell Investments Group, Ltd. | History | No change | 127,055 | 1,338 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HSBC HOLDINGS PLC | History | No change | 119,006 | 1,286 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 119,763 | 1,282 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 117,077 | 1,253 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 115,039 | 1,232 | 0.47% | 0.47% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 112,371 | 1,203 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 111,744 | 1,196 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Man Group plc | History | No change | 110,155 | 1,179 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 107,588 | 1,152 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 107,147 | 1,147 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 102,251 | 1,095 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management LP | History | No change | 101,115 | 1,082 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | No change | 100,400 | 1,075 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 99,772 | 1,068 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 98,890 | 1,059 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NATIXIS | History | No change | 97,700 | 1,046 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 94,500 | 1,012 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 93,482 | 1,001 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 93,254 | 998 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 92,381 | 989 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Graham Capital Management, L.P. | History | No change | 90,453 | 968 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 90,209 | 966 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 88,418 | 946 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAILARD, INC. | History | No change | 85,500 | 915 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 84,542 | 905 | 0.12% | 0.12% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 83,600 | 895 | 0.55% | 0.55% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 77,137 | 826 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 77,071 | 825 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caption Management, LLC | History | No change | 75,700 | 810 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 74,169 | 794 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversified Trust Co | History | No change | 73,920 | 791 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 70,609 | 756 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | No change | 69,727 | 746 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Wyoming | History | No change | 68,678 | 735 | 0.07% | 0.07% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 68,160 | 729 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 66,466 | 711 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 66,100 | 707 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 65,658 | 703 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 63,393 | 678 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 61,355 | 657 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMALGAMATED BANK | History | No change | 60,103 | 644 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Jackson Creek Investment Advisors LLC | History | No change | 60,045 | 629 | 0.21% | 0.21% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 58,530 | 626 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 56,490 | 605 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parcion Private Wealth LLC | History | No change | 54,385 | 582 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 54,328 | 581 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EntryPoint Capital, LLC | History | No change | 54,236 | 580 | 0.14% | 0.14% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 53,795 | 576 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 53,724 | 575 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 53,448 | 572 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 51,900 | 555 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 51,686 | 553 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 50,447 | 540 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | No change | 50,000 | 535 | 0.15% | 0.15% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 48,685 | 521 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 48,405 | 518 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | No change | 48,399 | 518 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 48,300 | 517 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 47,601 | 509 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Massar Capital Management, LP | History | No change | 46,554 | 498 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 46,300 | 495 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vontobel Holding Ltd. | History | No change | 45,167 | 483 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | No change | 43,658 | 467 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, LLC | History | No change | 42,342 | 453 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 42,111 | 451 | 0.08% | 0.08% | 153 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Handelsbanken Fonder AB | History | No change | 41,100 | 440 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 39,095 | 418 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 37,400 | 400 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 37,122 | 397 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LPL Financial LLC | History | No change | 36,674 | 392 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Advisory Group LLC | History | No change | 36,005 | 385 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 35,197 | 376 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Virtu Financial LLC | History | No change | 34,358 | 368 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 33,398 | 357 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Focus Partners Wealth | History | No change | 32,444 | 347 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 30,310 | 324 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ProShare Advisors LLC | History | No change | 27,742 | 297 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 27,803 | 297 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 27,644 | 296 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 26,968 | 288 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 26,825 | 287 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | No change | 26,532 | 284 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pictet Asset Management Holding SA | History | No change | 26,366 | 282 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 26,240 | 281 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 26,029 | 278 | 0.06% | 0.06% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IMC-Chicago, LLC | History | No change | 25,600 | 274 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Magnetar Financial LLC | History | No change | 24,096 | 258 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 23,859 | 255 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Turner Financial Group, Inc. | History | No change | 23,418 | 250 | 0.25% | 0.25% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 23,200 | 248 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 22,896 | 245 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 22,345 | 239 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Semanteon Capital Management, LP | History | No change | 21,784 | 233 | 1.05% | 1.05% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 20,521 | 219 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polar Capital Holdings Plc | History | No change | 19,175 | 205 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 18,781 | 201 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bleakley Financial Group, LLC | History | No change | 18,854 | 201 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GROUP ONE TRADING LLC | History | No change | 18,600 | 199 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | No change | 18,472 | 197 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 18,279 | 195 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC Asset Management Inc | History | No change | 18,252 | 195 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 17,382 | 186 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 16,600 | 177 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 16,217 | 173 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mutual Advisors, LLC | History | No change | 15,998 | 171 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DnB Asset Management AS | History | No change | 15,546 | 166 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | No change | 15,490 | 165 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 14,437 | 154 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | No change | 13,899 | 148 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BRIGHTON JONES LLC | History | No change | 13,623 | 145 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 12,873 | 138 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BBR PARTNERS, LLC | History | No change | 12,873 | 137 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 12,190 | 130 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krane Funds Advisors LLC | History | No change | 11,972 | 128 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | No change | 11,156 | 119 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 10,753 | 115 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 10,800 | 115 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 10,722 | 114 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 10,381 | 111 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| R Squared Ltd | History | No change | 10,331 | 110 | 0.06% | 0.06% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 10,239 | 109 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 9,619 | 103 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 7,912 | 84 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | No change | 7,182 | 77 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,653 | 68 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | No change | 4,523 | 48 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | No change | 4,426 | 47 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 4,173 | 45 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 4,257 | 45 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 4,193 | 44 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,952 | 42 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Penserra Capital Management LLC | History | No change | 3,838 | 41 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 3,756 | 40 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 3,694 | 39 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,050 | 32 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 2,853 | 30 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| First Pacific Financial | History | No change | 2,746 | 29 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Grove Bank & Trust | History | No change | 2,342 | 28 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SMA Capital LLC | History | No change | 2,570 | 27 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,936 | 23 | 0.0% | 0.0% | 228 | -330 | -14.56% | Q3 2026 | Oct 08, 2026 |
| Versant Capital Management, Inc | History | No change | 1,702 | 20 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| GAMMA Investing LLC | History | Added to | 1,607 | 19 | 0.0% | 0.0% | 231 | +1,093 | 212.65% | Q3 2026 | Oct 08, 2026 |
| Optiver Holding B.V. | History | No change | 1,826 | 19 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Synergy Investment Management, LLC | History | No change | 1,773 | 19 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,753 | 18 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | No change | 1,602 | 17 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1,485 | 15 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essential Partners LLC | History | No change | 1,484 | 15 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,232 | 14 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.Safra Asset Management Corp | History | No change | 1,238 | 13 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 951 | 10 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| S&T BANK/PA | History | No change | 907 | 9 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 764 | 8 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WPG Advisers, LLC | History | No change | 819 | 8 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 692 | 7 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | No change | 673 | 7 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 495 | 5 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kilter Group LLC | History | No change | 398 | 4 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 298 | 3 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 289 | 3 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 282 | 3 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CVA Family Office, LLC | History | No change | 350 | 3 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 335 | 3 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 361 | 3 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quarry LP | History | No change | 360 | 3 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 242 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 213 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, LLC | History | No change | 258 | 2 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 192 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 100 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 100 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Manchester Capital Management LLC | History | No change | 127 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marquette Asset Management, LLC | History | No change | 179 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Parkside Financial Bank & Trust | History | No change | 130 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Creative Capital Management Investments LLC | History | No change | 104 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| True Wealth Design, LLC | History | No change | 162 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rossby Financial, LCC | History | No change | 140 | 1 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 137 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 121 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -376 | -100.0% | Q3 2026 | Oct 05, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -55 | -100.0% | Q3 2026 | Oct 07, 2026 |
| UMB Bank, n.a. | History | No change | 85 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 83 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 76 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trust Co | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Stone House Investment Management, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avion Wealth | History | No change | 78 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Davis Capital Management | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| SBI Securities Co., Ltd. | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DecisionPoint Financial, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 87 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rialto Wealth Management, LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Navigoe, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HFM Investment Advisors, LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |