LivaNova PLC - LIVN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 7,565,342 | 622,098 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | No change | 4,168,377 | 342,765 | 0.2% | 0.2% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 3,147,068 | 258,783 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hood River Capital Management LLC | History | No change | 2,565,477 | 210,959 | 1.53% | 1.53% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,356,191 | 191,016 | 0.07% | 0.07% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 2,237,319 | 183,974 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Artisan Partners Limited Partnership | History | No change | 2,224,763 | 182,942 | 0.29% | 0.29% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 2,165,863 | 178,098 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 2,013,774 | 165,592 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 1,845,285 | 151,742 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,755,648 | 144,388 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 1,739,167 | 143,011 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,414,832 | 116,341 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 1,502,802 | 114,964 | 0.75% | 0.76% | 14 | +558 | 0.04% | Q3 2026 | Oct 06, 2026 |
| Greenhouse Funds LLLP | History | No change | 924,128 | 75,991 | 3.88% | 3.88% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 851,820 | 70,045 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 787,101 | 64,723 | 1.52% | 1.52% | 17 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Nuveen, LLC | History | No change | 727,968 | 59,860 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 697,776 | 57,378 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 695,721 | 57,209 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 675,700 | 55,563 | 0.1% | 0.1% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 673,334 | 55,368 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 615,978 | 50,651 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 590,538 | 48,559 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 561,124 | 46,141 | 0.13% | 0.13% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 534,351 | 43,940 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 516,086 | 42,437 | 0.25% | 0.25% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 502,395 | 41,311 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | No change | 500,150 | 41,127 | 0.85% | 0.85% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 492,868 | 40,528 | 1.42% | 1.42% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 469,767 | 39,224 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 415,310 | 34,150 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paradice Investment Management LLC | History | No change | 413,721 | 34,020 | 5.43% | 5.43% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 389,073 | 31,993 | 0.57% | 0.57% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 386,231 | 31,759 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | No change | 382,637 | 31,464 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 328,062 | 26,977 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 327,488 | 26,929 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 296,897 | 24,413 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 296,350 | 24,368 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 293,296 | 24,117 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 276,281 | 22,718 | 0.07% | 0.07% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 264,444 | 21,745 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 262,839 | 21,613 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Soleus Capital Management, L.P. | History | No change | 254,957 | 20,965 | 0.72% | 0.72% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 212,128 | 17,443 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parkman Healthcare Partners LLC | History | No change | 210,529 | 17,311 | 1.77% | 1.77% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 207,801 | 17,087 | 0.11% | 0.11% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 196,785 | 16,181 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bellevue Group AG | History | No change | 195,621 | 16,085 | 0.34% | 0.34% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 183,537 | 15,092 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integral Health Asset Management, LLC | History | No change | 180,000 | 14,801 | 0.58% | 0.58% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 176,188 | 14,634 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 175,731 | 14,450 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 168,829 | 13,882 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORGES BANK | History | No change | 166,974 | 13,730 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rhenman & Partners Asset Management AB | History | No change | 164,000 | 13,485 | 1.27% | 1.27% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 162,510 | 13,363 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Amundi | History | No change | 138,517 | 11,390 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 137,906 | 11,340 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 134,961 | 11,097 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 132,497 | 10,928 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KBC Group NV | History | No change | 131,434 | 10,808 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CSM Advisors, LLC | History | No change | 129,841 | 10,678 | 0.23% | 0.23% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| F/m Investments LLC | History | No change | 114,668 | 9,429 | 0.48% | 0.48% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 113,400 | 9,324 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCOPIA CAPITAL MANAGEMENT LP | History | No change | 112,957 | 9,288 | 8.31% | 8.31% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 109,819 | 9,030 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Defilade Capital Management, L.P. | History | No change | 107,373 | 8,829 | 1.18% | 1.18% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 104,492 | 8,592 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redmile Group, LLC | History | No change | 93,154 | 7,660 | 0.51% | 0.51% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 90,431 | 7,436 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 114,742 | 7,293 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 84,304 | 6,837 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 80,854 | 6,648 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 75,492 | 6,207 | 0.1% | 0.1% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 73,484 | 6,042 | 0.2% | 0.2% | 77 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 71,646 | 5,892 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 71,172 | 5,852 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Rock Point Advisors, LLC | History | No change | 70,530 | 5,799 | 1.42% | 1.42% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 69,652 | 5,727 | 0.14% | 0.14% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 67,372 | 5,540 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 63,678 | 5,236 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 63,472 | 5,219 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 62,684 | 5,154 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 61,434 | 5,052 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 60,154 | 4,946 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | No change | 58,661 | 4,823 | 0.16% | 0.16% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 58,451 | 4,806 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 58,262 | 4,790 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 57,934 | 4,763 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Retirement Systems of Alabama | History | No change | 56,817 | 4,672 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quantinno Capital Management LP | History | No change | 56,673 | 4,660 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | History | No change | 55,000 | 4,522 | 0.52% | 0.52% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 54,331 | 4,467 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verition Fund Management LLC | History | No change | 51,917 | 4,269 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 51,885 | 4,266 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 50,816 | 4,178 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 49,291 | 4,053 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| SG Americas Securities, LLC | History | No change | 46,688 | 3,839 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 45,650 | 3,753 | 0.11% | 0.11% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARSHALL WACE, LLP | History | No change | 45,036 | 3,703 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First National Advisers, LLC | History | No change | 39,711 | 3,265 | 0.46% | 0.46% | 103 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 36,084 | 2,967 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 33,717 | 2,772 | 0.07% | 0.07% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 32,454 | 2,668 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 32,092 | 2,638 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Genus Capital Management Inc. | History | No change | 31,180 | 2,563 | 0.25% | 0.25% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 31,165 | 2,562 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 29,919 | 2,460 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | No change | 28,512 | 2,344 | 0.1% | 0.1% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 27,061 | 2,225 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 26,834 | 2,206 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 26,000 | 2,137 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | No change | 23,358 | 1,921 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Diversified Trust Co | History | No change | 21,688 | 1,783 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 21,075 | 1,732 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 20,656 | 1,698 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Handelsbanken Fonder AB | History | No change | 20,637 | 1,697 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 20,116 | 1,654 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 19,851 | 1,632 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALGERT GLOBAL LLC | History | No change | 19,460 | 1,600 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | No change | 18,700 | 1,537 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| P2 Capital Partners, LLC | History | No change | 18,452 | 1,517 | 0.62% | 0.62% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 17,805 | 1,464 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 17,270 | 1,420 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 17,242 | 1,417 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 16,582 | 1,363 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 17,600 | 1,346 | 0.26% | 0.25% | 129 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 16,237 | 1,335 | 0.09% | 0.09% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Louisiana State Employees Retirement System | History | No change | 16,100 | 1,323 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 15,532 | 1,277 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 15,412 | 1,267 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pacer Advisors, Inc. | History | No change | 15,223 | 1,252 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 15,212 | 1,250 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | No change | 15,091 | 1,240 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Massar Capital Management, LP | History | No change | 14,478 | 1,190 | 0.12% | 0.12% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 14,331 | 1,178 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 14,211 | 1,168 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 14,110 | 1,160 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 13,500 | 1,110 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 13,205 | 1,085 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 13,151 | 1,081 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 12,811 | 1,053 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 11,350 | 933 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | No change | 11,185 | 919 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 11,158 | 917 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 11,000 | 904 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 10,900 | 896 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 10,576 | 869 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Weiss Asset Management LP | History | No change | 10,534 | 866 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 10,457 | 859 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 10,429 | 857 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 15,362 | 817 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 9,905 | 814 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ProShare Advisors LLC | History | No change | 9,530 | 783 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 9,400 | 772 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 9,825 | 751 | 0.02% | — | 158 | +9,825 | New | Q3 2026 | Oct 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,982 | 738 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 8,897 | 731 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Portside Wealth Group, LLC | History | No change | 8,816 | 724 | 0.08% | 0.08% | 161 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 8,721 | 716 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| M&T BANK CORP | History | No change | 8,684 | 713 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ALLSTATE CORP | History | No change | 8,372 | 688 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | No change | 8,184 | 672 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FEDERATED HERMES, INC. | History | No change | 7,876 | 647 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aberdeen Group plc | History | No change | 7,817 | 642 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 7,437 | 611 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 7,428 | 610 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | No change | 6,900 | 567 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Atria Investments, Inc | History | No change | 6,518 | 535 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | No change | 6,500 | 534 | 0.25% | 0.25% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,442 | 530 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Jackson Creek Investment Advisors LLC | History | No change | 6,490 | 520 | 0.17% | 0.17% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 6,306 | 518 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 6,097 | 501 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 6,047 | 497 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 5,630 | 462 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 5,497 | 452 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 5,457 | 450 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sivia Capital Partners, LLC | History | No change | 5,473 | 450 | 0.05% | 0.05% | 181 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| State of Wyoming | History | No change | 5,252 | 431 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,198 | 427 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,843 | 398 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestcor Inc | History | No change | 4,796 | 394 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Turner Financial Group, Inc. | History | No change | 4,765 | 391 | 0.39% | 0.39% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 4,361 | 358 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 4,290 | 352 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,109 | 337 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,061 | 333 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 4,058 | 333 | 0.03% | 0.03% | 191 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 4,025 | 324 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Storgate, LLC | History | No change | 3,806 | 312 | 0.06% | 0.06% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 3,554 | 292 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORDEN GROUP LLC | History | No change | 3,522 | 289 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 3,416 | 280 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| INTRUST BANK NA | History | No change | 3,244 | 266 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | No change | 3,183 | 261 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Argent Trust Co | History | No change | 3,123 | 256 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 3,017 | 248 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q2 2026 | Sep 29, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,849 | 234 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,827 | 232 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 2,791 | 229 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DnB Asset Management AS | History | No change | 2,763 | 227 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 2,833 | 216 | 0.02% | 0.03% | 205 | -250 | -8.11% | Q3 2026 | Oct 05, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 2,602 | 213 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,542 | 209 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,517 | 206 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tidal Investments LLC | History | No change | 2,478 | 203 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abel Hall, LLC | History | No change | 2,456 | 201 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GAMMA Investing LLC | History | Added to | 2,068 | 158 | 0.01% | 0.01% | 211 | +230 | 12.51% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | No change | 1,920 | 157 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 1,725 | 141 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,665 | 138 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bayforest Capital Ltd | History | No change | 1,597 | 131 | 0.12% | 0.12% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,593 | 130 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,330 | 109 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 1,301 | 108 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parallel Advisors, LLC | History | No change | 1,305 | 107 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Freestone Grove Partners LP | History | No change | 1,053 | 86 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,041 | 85 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 976 | 80 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 967 | 79 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | No change | 937 | 77 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 926 | 76 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 828 | 68 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | No change | 553 | 46 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 498 | 40 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 463 | 38 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 455 | 37 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 452 | 34 | 0.0% | 0.0% | 231 | +169 | 59.72% | Q3 2026 | Oct 08, 2026 |
| BESSEMER GROUP INC | History | No change | 407 | 33 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 375 | 30 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 298 | 24 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optiver Holding B.V. | History | No change | 270 | 22 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 245 | 20 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 244 | 20 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFP Advisors, Inc | History | No change | 254 | 20 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Essential Partners LLC | History | No change | 251 | 20 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 200 | 16 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Crewe Advisors LLC | History | No change | 204 | 16 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 200 | 15 | 0.0% | 0.0% | 242 | +16 | 8.7% | Q3 2026 | Oct 01, 2026 |
| True Wealth Design, LLC | History | No change | 193 | 15 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 164 | 13 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 153 | 12 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 158 | 12 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 141 | 11 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 130 | 10 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Sachetta, LLC | History | No change | 122 | 10 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GK Wealth Management LLC | History | New | 128 | 9 | 0.01% | — | 250 | +128 | New | Q3 2026 | Oct 09, 2026 |
| SIGNATUREFD, LLC | History | No change | 108 | 8 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 87 | 7 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthCollab, LLC | History | No change | 95 | 7 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 74 | 6 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ninepoint Partners LP | History | No change | 84 | 6 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 84 | 6 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Private Wealth Management Group, LLC | History | No change | 79 | 6 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 62 | 5 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | No change | 71 | 5 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 62 | 5 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 51 | 4 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CVA Family Office, LLC | History | No change | 58 | 4 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | No change | 53 | 4 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Valued Wealth Advisors LLC | History | No change | 59 | 4 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 38 | 3 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Clearstead Trust, LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 48 | 3 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Elequin Capital, LP | History | No change | 28 | 2 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WPG Advisers, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 25 | 2 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 14 | 1 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SHP Wealth Management | History | No change | 14 | 1 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SBI Securities Co., Ltd. | History | No change | 15 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Creative Capital Management Investments LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPL Wealth Management, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IMA Advisory Services, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 9 | 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 |
| Trust Co | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Stone House Investment Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Activest Wealth Management | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DecisionPoint Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |