Lineage, Inc. - LINE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORGES BANK | History | No change | 13,917,122 | 601,915 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 5,734,672 | 248,024 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 5,260,370 | 227,511 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D1 Capital Partners L.P. | History | No change | 4,736,312 | 204,845 | 0.59% | 0.59% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,673,227 | 202,117 | 0.07% | 0.07% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,607,975 | 156,044 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,956,421 | 127,865 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 2,286,166 | 98,876 | 0.1% | 0.1% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BAILLIE GIFFORD & CO | History | No change | 2,274,996 | 98,393 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STATE STREET CORP | History | No change | 1,899,057 | 83,152 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | History | No change | 1,533,843 | 66,338 | 2.93% | 2.93% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,399,961 | 60,558 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 1,204,943 | 52,113 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,110,367 | 48,023 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 1,080,091 | 46,713 | 0.13% | 0.13% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 954,248 | 41,271 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 947,862 | 40,995 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 920,405 | 39,807 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,061,482 | 36,217 | 0.01% | 0.01% | 19 | +29,384 | 2.85% | Q3 2026 | Nov 05, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,020,154 | 34,814 | 0.01% | 0.01% | 20 | +91,495 | 9.85% | Q3 2026 | Nov 04, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 799,518 | 34,579 | 1.82% | 1.82% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRS Advisors, LLC | History | No change | 795,907 | 34,422 | 2.91% | 2.91% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | No change | 686,236 | 29,679 | 0.25% | 0.25% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 516,781 | 22,350 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 503,615 | 21,781 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lunate Capital Ltd | History | No change | 600,000 | 20,472 | 2.87% | 13.24% | 26 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| VILLERE ST DENIS J & CO LLC | History | Reduced | 594,510 | 20,284 | 2.62% | 3.19% | 27 | -23,985 | -3.88% | Q3 2026 | Nov 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 429,203 | 18,565 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alberta Investment Management Corp | History | No change | 418,900 | 18,117 | 0.1% | 0.1% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 402,855 | 17,423 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 398,385 | 17,230 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 373,629 | 16,159 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 370,469 | 16,022 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollo Management Holdings, L.P. | History | No change | 363,006 | 15,700 | 0.18% | 0.18% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 355,376 | 15,370 | 0.27% | 0.27% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 315,952 | 13,664 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GCM Grosvenor Holdings, LLC | History | No change | 302,079 | 13,064 | 0.56% | 0.56% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 298,083 | 12,892 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 295,733 | 12,790 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 253,044 | 11,537 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 320,655 | 11,043 | 0.02% | 0.02% | 41 | +32,634 | 11.33% | Q3 2026 | Oct 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 254,671 | 11,014 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 249,658 | 10,797 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 236,749 | 10,239 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 230,986 | 9,990 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 224,171 | 9,695 | 0.13% | 0.13% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 219,220 | 9,481 | 0.15% | 0.15% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 216,736 | 9,373 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 215,096 | 9,302 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 207,124 | 8,958 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 185,229 | 8,011 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hudson Bay Capital Management LP | History | No change | 185,053 | 8,003 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 179,900 | 7,780 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | No change | 171,316 | 7,409 | 0.1% | 0.1% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| APG Asset Management US Inc. | History | No change | 169,598 | 7,392 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 167,970 | 7,264 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 96,459 | 7,260 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 165,258 | 7,147 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 144,790 | 6,261 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gillson Capital LP | History | No change | 143,442 | 6,204 | 0.37% | 0.37% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 140,309 | 6,068 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | No change | 139,412 | 6,029 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 136,700 | 5,912 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| National Philanthropic Trust | History | No change | 133,628 | 5,779 | 0.08% | 0.08% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 131,797 | 5,733 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 131,507 | 5,687 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Empowered Funds, LLC | History | No change | 129,073 | 5,582 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 151,060 | 4,948 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 111,449 | 4,879 | 1.56% | 1.56% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 105,978 | 4,583 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 100,354 | 4,340 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Nuveen, LLC | History | No change | 96,441 | 4,171 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Reduced | 120,056 | 4,096 | 0.0% | 0.0% | 73 | -1,106 | -0.91% | Q3 2026 | Nov 02, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 91,240 | 3,946 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bayberry Capital Partners LP | History | No change | 87,000 | 3,762 | 1.3% | 1.3% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 84,416 | 3,651 | 0.34% | 0.34% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 82,412 | 3,564 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Gotham Asset Management, LLC | History | No change | 81,861 | 3,540 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 78,710 | 3,404 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 76,029 | 3,287 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 83,656 | 2,854 | 0.0% | 0.0% | 81 | -894 | -1.06% | Q3 2026 | Nov 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 65,584 | 2,836 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 64,440 | 2,821 | 0.08% | 0.08% | 83 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 64,620 | 2,794 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 64,572 | 2,792 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 63,171 | 2,732 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 79,764 | 2,721 | 0.01% | 0.01% | 87 | -254 | -0.32% | Q3 2026 | Oct 27, 2026 |
| STRS OHIO | History | New | 77,198 | 2,633 | 0.01% | — | 88 | +77,198 | New | Q3 2026 | Oct 30, 2026 |
| RHUMBLINE ADVISERS | History | No change | 60,026 | 2,596 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Twin Tree Management, LP | History | No change | 55,700 | 2,409 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Holocene Advisors, LP | History | No change | 55,628 | 2,405 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 54,139 | 2,341 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 53,357 | 2,307 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ghisallo Capital Management LLC | History | No change | 50,000 | 2,162 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 49,941 | 2,159 | 0.07% | 0.07% | 95 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Riverwater Partners LLC | History | New | 63,107 | 2,153 | 0.6% | — | 96 | +63,107 | New | Q3 2026 | Nov 03, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 49,568 | 2,143 | 0.14% | 0.14% | 97 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 47,988 | 2,075 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIL Ltd | History | No change | 47,064 | 2,035 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 43,417 | 1,877 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 53,930 | 1,840 | 0.0% | 0.0% | 101 | +6,472 | 13.64% | Q3 2026 | Nov 04, 2026 |
| Squarepoint Ops LLC | History | No change | 41,921 | 1,813 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 52,421 | 1,788 | 0.0% | 0.0% | 103 | -10,222 | -16.32% | Q3 2026 | Oct 29, 2026 |
| Amundi | History | No change | 41,081 | 1,776 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 51,825 | 1,768 | 0.01% | 0.02% | 106 | -32,340 | -38.42% | Q3 2026 | Nov 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 40,900 | 1,768 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 40,326 | 1,744 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 39,931 | 1,727 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lavaca Capital LLC | History | No change | 39,606 | 1,712 | 0.17% | 0.17% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 37,693 | 1,630 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Penserra Capital Management LLC | History | No change | 37,621 | 1,627 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 37,392 | 1,617 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 35,794 | 1,549 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 35,089 | 1,536 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 35,268 | 1,525 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 35,252 | 1,524 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 34,600 | 1,496 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Entropy Technologies, LP | History | No change | 32,142 | 1,390 | 0.06% | 0.06% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 31,387 | 1,357 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 30,716 | 1,328 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACQUARIE GROUP LTD | History | No change | 29,745 | 1,286 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | No change | 29,566 | 1,279 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | No change | 29,022 | 1,255 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 35,600 | 1,214 | 0.01% | — | 124 | +35,600 | New | Q3 2026 | Oct 28, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 27,680 | 1,197 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Jupiter Topco LLC | History | No change | 27,678 | 1,196 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 27,582 | 1,192 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 34,817 | 1,187 | 0.01% | 0.01% | 128 | +177 | 0.51% | Q3 2026 | Oct 15, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 25,238 | 1,134 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 25,868 | 1,118 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 24,000 | 1,038 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bridgefront Capital, LLC | History | No change | 23,288 | 1,007 | 0.27% | 0.27% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 28,290 | 965 | 0.0% | 0.0% | 133 | +697 | 2.53% | Q3 2026 | Nov 05, 2026 |
| Merit Financial Group, LLC | History | No change | 22,180 | 959 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HRT FINANCIAL LP | History | No change | 22,045 | 953 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 21,574 | 933 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 21,554 | 932 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 21,429 | 927 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 21,236 | 918 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Employees Retirement System of Texas | History | No change | 21,077 | 912 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Renaissance Capital LLC | History | Reduced | 26,203 | 894 | 0.62% | 0.84% | 141 | -9,203 | -25.99% | Q3 2026 | Oct 23, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | No change | 20,167 | 872 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 20,149 | 871 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 19,782 | 855 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 18,329 | 792 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 18,093 | 783 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 17,760 | 776 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Bleakley Financial Group, LLC | History | No change | 17,827 | 771 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 17,449 | 754 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 22,064 | 752 | 0.0% | 0.0% | 150 | +389 | 1.79% | Q3 2026 | Oct 29, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 17,308 | 748 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 16,900 | 738 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Magnetar Financial LLC | History | No change | 16,722 | 723 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 16,703 | 722 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Machina Capital S.A.S. | History | Added to | 20,608 | 703 | 0.1% | 0.07% | 155 | +10,291 | 99.75% | Q3 2026 | Nov 05, 2026 |
| SUMMER ROAD LLC | History | No change | 20,409 | 696 | 0.51% | 0.55% | 156 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 15,910 | 688 | 0.05% | 0.05% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 19,597 | 686 | 0.0% | — | 158 | +19,597 | New | Q3 2026 | Oct 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 15,361 | 664 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arizona State Retirement System | History | Added to | 19,238 | 656 | 0.0% | 0.0% | 160 | +441 | 2.35% | Q3 2026 | Nov 03, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 15,039 | 650 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 15,000 | 648 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 18,180 | 620 | 0.01% | 0.02% | 163 | -3,264 | -15.22% | Q3 2026 | Nov 03, 2026 |
| Graham Capital Management, L.P. | History | No change | 13,689 | 592 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestcor Inc | History | No change | 13,484 | 583 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dockside LLC | History | No change | 13,448 | 581 | 0.14% | 0.14% | 166 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 13,315 | 575 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballentine Partners, LLC | History | No change | 13,266 | 573 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bull Harbor Capital LLC | History | No change | 12,845 | 555 | 0.11% | 0.11% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | No change | 12,510 | 547 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 12,603 | 545 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| M&T BANK CORP | History | No change | 11,977 | 518 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LDR Capital Management LLC | History | No change | 15,054 | 513 | 0.63% | 0.75% | 173 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 11,866 | 513 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 11,285 | 488 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFM Investors Pty Ltd | History | Added to | 14,099 | 481 | 0.0% | 0.0% | 176 | +2,659 | 23.24% | Q3 2026 | Oct 13, 2026 |
| NEOS Investment Management LLC | History | Added to | 13,659 | 466 | 0.0% | 0.0% | 177 | +1,580 | 13.08% | Q3 2026 | Nov 04, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 10,406 | 450 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 13,096 | 446 | 0.04% | 0.05% | 179 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Inspire Investing, LLC | History | Reduced | 12,871 | 439 | 0.02% | 0.04% | 181 | -11,872 | -47.98% | Q3 2026 | Oct 22, 2026 |
| Sigma Planning Corp | History | Added to | 12,873 | 439 | 0.01% | 0.01% | 180 | +167 | 1.31% | Q3 2026 | Oct 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,004 | 433 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EntryPoint Capital, LLC | History | No change | 9,980 | 431 | 0.1% | 0.1% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 9,901 | 428 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 12,172 | 415 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Sivia Capital Partners, LLC | History | No change | 9,563 | 413 | 0.05% | 0.05% | 186 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 12,000 | 409 | 0.19% | — | 187 | +12,000 | New | Q3 2026 | Oct 27, 2026 |
| Vanderbilt University | History | New | 11,922 | 406 | 0.05% | — | 188 | +11,922 | New | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 9,343 | 404 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 9,170 | 396 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 9,048 | 391 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 8,740 | 378 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | New | 10,853 | 370 | 0.0% | — | 193 | +10,853 | New | Q3 2026 | Nov 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 8,427 | 368 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 10,782 | 367 | 0.01% | 0.02% | 195 | -10,403 | -49.11% | Q3 2026 | Oct 16, 2026 |
| GROUP ONE TRADING LLC | History | No change | 8,229 | 355 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 8,214 | 355 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Frec Markets, Inc. | History | No change | 7,921 | 342 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashurst Perkins Coie Trust Co | History | No change | 9,868 | 336 | 0.05% | 0.07% | 199 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 9,857 | 336 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 9,813 | 335 | 0.0% | — | 201 | +9,813 | New | Q3 2026 | Nov 05, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 7,674 | 331 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 11,803 | 319 | 0.0% | 0.0% | 203 | +3,860 | 48.6% | Q3 2026 | Oct 23, 2026 |
| Allworth Financial LP | History | No change | 7,290 | 315 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 7,192 | 311 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | No change | 7,115 | 307 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 7,056 | 305 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Goldman & Co LP | History | No change | 6,800 | 294 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| West Family Investments, Inc. | History | No change | 6,804 | 294 | 0.09% | 0.09% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 8,251 | 291 | 0.01% | 0.01% | 210 | -1,514 | -15.5% | Q3 2026 | Oct 26, 2026 |
| Kovack Advisors, Inc. | History | No change | 6,575 | 284 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UniSuper Management Pty Ltd | History | No change | 8,300 | 283 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Waverly Advisors, LLC | History | No change | 6,477 | 280 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 6,427 | 277 | 0.08% | 0.08% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FNY Investment Advisers, LLC | History | New | 8,000 | 272 | 0.07% | — | 216 | +8,000 | New | Q3 2026 | Oct 16, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 7,984 | 272 | 0.02% | 0.02% | 215 | +345 | 4.52% | Q3 2026 | Oct 16, 2026 |
| Krilogy Financial LLC | History | Reduced | 7,850 | 270 | 0.01% | 0.01% | 217 | -2,885 | -26.87% | Q3 2026 | Oct 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 6,177 | 267 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | No change | 6,000 | 259 | 0.04% | 0.04% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 7,359 | 255 | 0.0% | 0.01% | 220 | -10,468 | -58.72% | Q3 2026 | Oct 08, 2026 |
| Walleye Trading LLC | History | No change | 5,700 | 246 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,681 | 245 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 5,648 | 244 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CIBC Asset Management Inc | History | No change | 7,064 | 241 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 5,375 | 232 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 5,311 | 229 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Curi Capital, LLC | History | No change | 5,240 | 229 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| iA Global Asset Management Inc. | History | New | 6,642 | 227 | 0.0% | — | 228 | +6,642 | New | Q3 2026 | Oct 29, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 5,156 | 222 | 0.07% | 0.07% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Added to | 6,373 | 217 | 0.0% | 0.0% | 230 | +690 | 12.14% | Q3 2026 | Nov 02, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 5,000 | 216 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROOKFIELD Corp /ON/ | History | No change | 4,879 | 211 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 4,838 | 209 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,649 | 201 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,858 | 199 | 0.0% | 0.0% | 235 | -2,457 | -29.55% | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,442 | 151 | 0.0% | 0.01% | 236 | -20 | -0.45% | Q3 2026 | Nov 04, 2026 |
| MetLife Investment Management, LLC | History | No change | 2,736 | 118 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,708 | 116 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,329 | 113 | 0.0% | 0.0% | 239 | -628 | -15.87% | Q3 2026 | Nov 05, 2026 |
| Quarry LP | History | No change | 2,477 | 107 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Added to | 3,032 | 103 | 0.05% | 0.06% | 241 | +91 | 3.09% | Q3 2026 | Oct 14, 2026 |
| IFP Advisors, Inc | History | No change | 2,794 | 95 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| KBC Group NV | History | No change | 2,629 | 90 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Caitlin John, LLC | History | No change | 1,927 | 83 | 0.05% | 0.05% | 244 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bayforest Capital Ltd | History | Reduced | 2,328 | 79 | 0.12% | 0.19% | 245 | -2,363 | -50.37% | Q3 2026 | Nov 03, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 2,100 | 71 | 0.01% | 0.02% | 246 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,983 | 67 | 0.0% | 0.0% | 247 | -105 | -5.03% | Q3 2026 | Oct 22, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 1,948 | 66 | 0.01% | 0.0% | 248 | +914 | 88.39% | Q3 2026 | Oct 07, 2026 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | History | No change | 1,469 | 63 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,396 | 61 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,513 | 51 | 0.0% | 0.0% | 251 | -14,197 | -90.37% | Q3 2026 | Nov 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 1,480 | 50 | 0.0% | 0.0% | 252 | -957 | -39.27% | Q3 2026 | Oct 28, 2026 |
| Root Financial Partners, LLC | History | New | 1,434 | 48 | 0.0% | — | 254 | +1,434 | New | Q3 2026 | Oct 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,111 | 48 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,100 | 47 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global X Japan Co., Ltd. | History | Reduced | 1,094 | 37 | 0.0% | 0.0% | 256 | -833 | -43.23% | Q3 2026 | Oct 21, 2026 |
| First Pacific Financial | History | Added to | 1,048 | 35 | 0.0% | 0.01% | 257 | +12 | 1.16% | Q3 2026 | Oct 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 968 | 33 | 0.01% | 0.01% | 258 | -360 | -27.11% | Q3 2026 | Oct 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 914 | 31 | 0.0% | 0.0% | 260 | +11 | 1.22% | Q3 2026 | Oct 26, 2026 |
| Quantum Portfolio Management LLC | History | No change | 728 | 31 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 865 | 29 | 0.0% | 0.0% | 261 | -671 | -43.68% | Q3 2026 | Nov 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 579 | 25 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Paralel Advisors LLC | History | No change | 600 | 25 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 722 | 24 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 539 | 23 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 650 | 22 | 0.0% | — | 267 | +650 | New | Q3 2026 | Oct 29, 2026 |
| Versant Capital Management, Inc | History | Added to | 667 | 22 | 0.0% | 0.0% | 266 | +227 | 51.59% | Q3 2026 | Oct 01, 2026 |
| SIGNATUREFD, LLC | History | Added to | 607 | 20 | 0.0% | 0.0% | 268 | +2 | 0.33% | Q3 2026 | Oct 23, 2026 |
| Fulcrum Asset Management LLP | History | New | 569 | 19 | 0.0% | — | 270 | +569 | New | Q3 2026 | Nov 04, 2026 |
| Blue Trust, Inc. | History | Reduced | 585 | 19 | 0.0% | 0.0% | 269 | -30 | -4.88% | Q3 2026 | Oct 15, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 525 | 17 | 0.0% | — | 271 | +525 | New | Q3 2026 | Oct 30, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 452 | 15 | 0.0% | 0.0% | 272 | -23 | -4.84% | Q3 2026 | Oct 26, 2026 |
| GAMMA Investing LLC | History | Added to | 429 | 14 | 0.0% | 0.0% | 276 | +106 | 32.82% | Q3 2026 | Oct 08, 2026 |
| Covestor Ltd | History | Reduced | 394 | 14 | 0.01% | 0.01% | 274 | -17 | -4.14% | Q3 2026 | Oct 30, 2026 |
| TORONTO DOMINION BANK | History | No change | 336 | 14 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | No change | 346 | 14 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LRI Investments, LLC | History | No change | 305 | 13 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 370 | 12 | 0.01% | 0.0% | 278 | +283 | 325.29% | Q3 2026 | Nov 05, 2026 |
| Larson Financial Group LLC | History | Added to | 327 | 11 | 0.0% | 0.0% | 279 | +240 | 275.86% | Q3 2026 | Nov 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 311 | 10 | 0.0% | — | 280 | +299 | 2491.67% | Q3 2026 | Oct 20, 2026 |
| ATWOOD & PALMER INC | History | No change | 300 | 10 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Costello Asset Management, INC | History | No change | 300 | 10 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Activest Wealth Management | History | Reduced | 285 | 9 | 0.0% | 0.0% | 284 | -67 | -19.03% | Q3 2026 | Oct 15, 2026 |
| Clearstead Trust, LLC | History | No change | 219 | 9 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 278 | 9 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Fairman Group, LLC | History | Added to | 233 | 8 | 0.01% | 0.01% | 287 | +3 | 1.3% | Q3 2026 | Oct 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 187 | 8 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elyxium Wealth, LLC | History | New | 142 | 4 | 0.0% | — | 291 | +142 | New | Q3 2026 | Oct 27, 2026 |
| CX Institutional | History | Added to | 130 | 4 | 0.0% | 0.0% | 288 | +78 | 150.0% | Q3 2026 | Oct 02, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 146 | 4 | 0.0% | 0.0% | 290 | -3 | -2.01% | Q3 2026 | Oct 19, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 108 | 4 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 108 | 3 | 0.0% | 0.0% | 293 | -172 | -61.43% | Q3 2026 | Oct 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 72 | 3 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sachetta, LLC | History | No change | 87 | 3 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 84 | 3 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 90 | 3 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Ascentis Wealth Management, LLC | History | New | 72 | 2 | 0.0% | — | 301 | +72 | New | Q3 2026 | Nov 03, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 66 | 2 | 0.0% | — | 302 | +66 | New | Q3 2026 | Oct 16, 2026 |
| Transce3nd, LLC | History | New | 64 | 2 | 0.0% | — | 300 | +64 | New | Q3 2026 | Oct 26, 2026 |
| Rossby Financial, LCC | History | Reduced | 60 | 2 | 0.0% | 0.0% | 299 | -63 | -51.22% | Q3 2026 | Nov 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 64 | 2 | 0.0% | 0.0% | 297 | +7 | 12.28% | Q3 2026 | Oct 05, 2026 |
| Capital Analysts, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ascentis Independent Advisors | History | New | 42 | 1 | 0.0% | — | 307 | +42 | New | Q3 2026 | Nov 03, 2026 |
| UMB Bank, n.a. | History | No change | 34 | 1 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPL Wealth Management, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 48 | 1 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -69,446 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 0.54% | — | -26,917 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,080 | -100.0% | Q3 2026 | Nov 05, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,564 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -7,298 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Paragon Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -5,824 | -100.0% | Q3 2026 | Oct 09, 2026 |
| MBL Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,337 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Mystic Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -5,150 | -100.0% | Q3 2026 | Oct 15, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,144 | -100.0% | Q3 2026 | Nov 04, 2026 |
| XPONANCE LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,048 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Swiss Life Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -4,984 | -100.0% | Q3 2026 | Nov 03, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,239 | -100.0% | Q3 2026 | Nov 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 24 | 0 | — | 0.0% | — | -1,173 | -97.99% | Q3 2026 | Nov 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -423 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2026 | Oct 23, 2026 |
| UMB Private Wealth Management, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q3 2026 | Oct 19, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 29 | 0 | — | 0.0% | — | -22 | -43.14% | Q3 2026 | Oct 27, 2026 |
| ASSETMARK, INC | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Oct 21, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q3 2026 | Oct 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2026 | Oct 28, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Oct 16, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Oct 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 5 | 0 | — | — | — | -5 | -50.0% | Q3 2026 | Nov 04, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q3 2026 | Oct 28, 2026 |
| Davis Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 08, 2026 |
| SouthState Bank Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Quaker Wealth Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CVA Family Office, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SHP Wealth Management | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bell Investment Advisors, Inc | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Cromwell Holdings LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Dunhill Financial, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| American Capital Advisory, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Hughes Financial Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Planning Strategies Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| BFC Planning, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |