LAKELAND FINANCIAL CORP - LKFN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 3,639,015 | 224,600 | 0.0% | 0.0% | 1 | +102,649 | 2.9% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,175,765 | 134,288 | 0.09% | 0.09% | 2 | +10,368 | 0.48% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 1,428,098 | 88,137 | 0.0% | 0.0% | 3 | +49,399 | 3.58% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 1,065,329 | 65,752 | 0.0% | 0.0% | 4 | -32,714 | -2.98% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 940,862 | 58,070 | 0.01% | 0.01% | 5 | +71,594 | 8.24% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 687,078 | 42,405 | 0.01% | 0.01% | 6 | +14,907 | 2.22% | Q2 2026 | Aug 11, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 679,655 | 41,948 | 0.11% | 0.06% | 7 | +351,573 | 107.16% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 661,616 | 40,840 | 0.0% | 0.0% | 8 | +24,828 | 3.9% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 598,952 | 36,967 | 0.0% | 0.0% | 9 | +25,224 | 4.4% | Q2 2026 | Aug 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 588,817 | 36,341 | 0.24% | 0.26% | 10 | -47,300 | -7.44% | Q2 2026 | Aug 14, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | Added to | 497,399 | 30,699 | 2.1% | 2.26% | 11 | +19,235 | 4.02% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 417,612 | 25,775 | 0.02% | 0.02% | 12 | +60,971 | 17.1% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 355,466 | 21,939 | 0.01% | 0.0% | 13 | +239,681 | 207.01% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 300,208 | 18,528 | 0.01% | 0.01% | 14 | +3,623 | 1.22% | Q2 2026 | Aug 14, 2026 |
| Boston Trust Walden Corp | History | Reduced | 293,880 | 18,138 | 0.14% | 0.14% | 15 | -10,062 | -3.31% | Q2 2026 | Jul 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 292,152 | 18,031 | 0.0% | 0.0% | 16 | -2,696 | -0.91% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 271,574 | 16,761 | 0.0% | 0.0% | 17 | -47,359 | -14.85% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 252,764 | 15,600 | 0.0% | 0.0% | 18 | +22,737 | 9.88% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 242,114 | 14,943 | 0.0% | 0.0% | 19 | +52,239 | 27.51% | Q2 2026 | Sep 02, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 241,188 | 14,886 | 0.01% | 0.01% | 20 | +46,095 | 23.63% | Q2 2026 | Aug 14, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 232,747 | 14,365 | 0.49% | 0.99% | 21 | -220,485 | -48.65% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Added to | 227,207 | 14,023 | 0.0% | 0.0% | 22 | +2,997 | 1.34% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 216,625 | 13,370 | 0.0% | 0.0% | 23 | -104,785 | -32.6% | Q2 2026 | Aug 14, 2026 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | History | No change | 210,411 | 12,986 | 0.48% | 0.44% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 208,318 | 12,857 | 0.0% | 0.0% | 25 | +3,828 | 1.87% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 203,681 | 12,571 | 0.0% | 0.0% | 26 | +144,467 | 243.97% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 200,893 | 12,399 | 0.0% | 0.0% | 27 | -23,950 | -10.65% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 172,916 | 10,672 | 0.0% | 0.0% | 28 | +3,991 | 2.36% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 156,213 | 9,641 | 0.07% | 0.07% | 29 | +946 | 0.61% | Q2 2026 | Aug 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 152,293 | 9,399 | 0.17% | 0.19% | 30 | -4,452 | -2.84% | Q2 2026 | Aug 14, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | Reduced | 146,833 | 9,062 | 2.08% | 2.08% | 31 | -1,125 | -0.76% | Q2 2026 | Jul 22, 2026 |
| UBS Group AG | History | Added to | 126,602 | 7,813 | 0.0% | 0.0% | 32 | +24,202 | 23.63% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 122,938 | 7,587 | 0.0% | 0.0% | 33 | +17,750 | 16.87% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 121,241 | 7,482 | 0.0% | 0.0% | 34 | -1,745 | -1.42% | Q2 2026 | Aug 04, 2026 |
| ProShare Advisors LLC | History | Added to | 113,127 | 6,982 | 0.01% | 0.01% | 35 | +258 | 0.23% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 111,414 | 6,876 | 0.0% | 0.0% | 36 | +53,042 | 90.87% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 101,334 | 6,254 | 0.0% | 0.0% | 37 | -6,885 | -6.36% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 99,820 | 6,160 | 0.01% | 0.01% | 38 | +16,932 | 20.43% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 96,932 | 5,982 | 0.0% | 0.0% | 39 | +453 | 0.47% | Q2 2026 | Aug 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 85,608 | 5,283 | 0.01% | 0.02% | 40 | -4,577 | -5.08% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 82,235 | 5,075 | 0.0% | 0.0% | 41 | +73,809 | 875.97% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 72,968 | 4,503 | 0.01% | 0.01% | 42 | +14,424 | 24.64% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 66,749 | 4,119 | 0.0% | 0.0% | 43 | -8,569 | -11.38% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 64,317 | 3,969 | 0.0% | 0.0% | 44 | +27,862 | 76.43% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 58,784 | 3,628 | 0.0% | 0.0% | 45 | +18,600 | 46.29% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Added to | 57,985 | 3,578 | 0.01% | 0.0% | 46 | +32,423 | 126.84% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Added to | 57,209 | 3,530 | 0.0% | 0.0% | 47 | +609 | 1.08% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 52,885 | 3,264 | 0.02% | 0.01% | 48 | +22,320 | 73.02% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Reduced | 49,650 | 3,064 | 0.0% | 0.0% | 49 | -800 | -1.59% | Q2 2026 | Aug 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 49,386 | 3,048 | 0.0% | 0.01% | 50 | -10,561 | -17.62% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 47,910 | 2,994 | 0.0% | 0.0% | 51 | -20,227 | -29.69% | Q2 2026 | Aug 12, 2026 |
| 1ST SOURCE BANK | History | Reduced | 47,696 | 2,943 | 0.13% | 0.17% | 52 | -10,738 | -18.38% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 47,503 | 2,931 | 0.0% | 0.0% | 53 | -448 | -0.93% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 45,747 | 2,824 | 0.0% | 0.0% | 54 | +8,397 | 22.48% | Q2 2026 | Aug 14, 2026 |
| Bridge City Capital, LLC | History | Added to | 41,741 | 2,576 | 0.59% | 0.49% | 55 | +11,221 | 36.77% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 40,161 | 2,478 | 0.0% | 0.0% | 56 | +1,171 | 3.0% | Q2 2026 | Aug 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 35,842 | 2,212 | 0.04% | — | 57 | +35,842 | New | Q2 2026 | Jul 13, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | Reduced | 34,454 | 2,126 | 1.86% | 2.4% | 58 | -8,400 | -19.6% | Q2 2026 | Jul 28, 2026 |
| XTX Topco Ltd | History | Added to | 30,924 | 1,908 | 0.02% | 0.03% | 59 | +665 | 2.2% | Q2 2026 | Aug 14, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 30,711 | 1,895 | 0.15% | 0.37% | 60 | -34,464 | -52.88% | Q2 2026 | Aug 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 28,884 | 1,782 | 0.0% | 0.0% | 61 | +4,147 | 16.76% | Q2 2026 | Aug 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 28,626 | 1,766 | 0.0% | 0.0% | 62 | +7,094 | 32.95% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 27,668 | 1,707 | 0.0% | 0.0% | 63 | +3,933 | 16.57% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 26,828 | 1,655 | 0.0% | 0.0% | 64 | -22,649 | -45.78% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 25,903 | 1,598 | 0.0% | 0.0% | 65 | -15,150 | -36.9% | Q2 2026 | Aug 03, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 25,736 | 1,588 | 0.0% | 0.0% | 66 | +210 | 0.82% | Q2 2026 | Aug 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 25,093 | 1,548 | 0.1% | 0.02% | 67 | +20,271 | 420.39% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 23,900 | 1,475 | 0.08% | 0.02% | 68 | +18,326 | 328.78% | Q2 2026 | Aug 03, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 23,875 | 1,473 | 0.01% | 0.0% | 69 | +20,171 | 544.57% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 25,377 | 1,456 | 0.0% | 0.0% | 70 | -1,540 | -5.72% | Q2 2026 | Aug 14, 2026 |
| WESBANCO BANK INC | History | New | 23,300 | 1,438 | 0.04% | — | 71 | +23,300 | New | Q2 2026 | Jul 28, 2026 |
| HEARTLAND ADVISORS INC | History | Reduced | 23,248 | 1,434 | 0.06% | 0.07% | 72 | -253 | -1.08% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 22,234 | 1,373 | 0.0% | 0.0% | 73 | -474 | -2.09% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 21,769 | 1,344 | 0.0% | 0.0% | 74 | -7 | -0.03% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 21,455 | 1,324 | 0.0% | 0.0% | 75 | +3,577 | 20.01% | Q2 2026 | Jul 29, 2026 |
| WINTON GROUP Ltd | History | Added to | 21,407 | 1,321 | 0.04% | 0.04% | 76 | +242 | 1.14% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 21,012 | 1,296 | 0.0% | 0.0% | 77 | -93,932 | -81.72% | Q2 2026 | Aug 03, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 20,819 | 1,284 | 0.0% | 0.0% | 78 | +3,167 | 17.94% | Q2 2026 | Jul 22, 2026 |
| Trexquant Investment LP | History | Reduced | 20,568 | 1,269 | 0.01% | 0.01% | 79 | -3,655 | -15.09% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,703 | 1,216 | 0.0% | 0.0% | 80 | +12,532 | 174.76% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 18,442 | 1,138 | 0.0% | 0.0% | 81 | -6,348 | -25.61% | Q2 2026 | Aug 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 18,165 | 1,121 | 0.0% | 0.0% | 82 | -24,135 | -57.06% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 17,436 | 1,076 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | New | 16,999 | 1,049 | 0.01% | — | 84 | +16,999 | New | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 16,770 | 1,035 | 0.0% | 0.0% | 85 | +579 | 3.58% | Q2 2026 | Aug 06, 2026 |
| Quantbot Technologies LP | History | Reduced | 15,983 | 986 | 0.04% | 0.04% | 86 | -1,844 | -10.34% | Q2 2026 | Aug 12, 2026 |
| Uncommon Cents Investing LLC | History | No change | 15,266 | 942 | 0.2% | 0.2% | 87 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cerity Partners LLC | History | Added to | 14,493 | 894 | 0.0% | 0.0% | 88 | +3,015 | 26.27% | Q2 2026 | Aug 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Added to | 14,442 | 891 | 0.09% | 0.03% | 89 | +9,055 | 168.09% | Q2 2026 | Jul 31, 2026 |
| MetLife Investment Management, LLC | History | Added to | 14,429 | 890 | 0.0% | 0.0% | 90 | +430 | 3.07% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 14,078 | 868 | 0.0% | 0.0% | 91 | -5,034 | -26.34% | Q2 2026 | Aug 14, 2026 |
| Graham Capital Management, L.P. | History | Added to | 13,975 | 862 | 0.02% | 0.02% | 92 | +1,776 | 14.56% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 13,472 | 831 | 0.0% | 0.0% | 93 | +2,112 | 18.59% | Q2 2026 | Aug 07, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 13,330 | 822 | 0.01% | 0.01% | 94 | -44 | -0.33% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | New | 12,797 | 789 | 0.0% | — | 95 | +12,797 | New | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | New | 12,248 | 756 | 0.0% | — | 96 | +12,248 | New | Q2 2026 | Aug 14, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 11,780 | 727 | 0.01% | — | 97 | +11,780 | New | Q2 2026 | Aug 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 11,722 | 723 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 11,428 | 705 | 0.0% | 0.0% | 99 | -218 | -1.87% | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 12,248 | 702 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Inspire Investing, LLC | History | Added to | 11,041 | 681 | 0.03% | 0.04% | 101 | +2,086 | 23.29% | Q2 2026 | Aug 12, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 10,900 | 672 | 0.01% | 0.01% | 102 | -300 | -2.68% | Q2 2026 | Jul 21, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 10,853 | 670 | 0.0% | 0.0% | 103 | -37,872 | -77.73% | Q2 2026 | Aug 14, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 2,213 | 667 | 0.16% | 0.16% | 104 | -7,469 | -77.14% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | New | 10,724 | 661 | 0.0% | — | 105 | +10,724 | New | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 10,541 | 650 | 0.0% | 0.0% | 106 | -267 | -2.47% | Q2 2026 | Sep 09, 2026 |
| Jump Financial, LLC | History | New | 10,525 | 649 | 0.01% | — | 107 | +10,525 | New | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 10,406 | 642 | 0.04% | 0.13% | 108 | -26,662 | -71.93% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | Reduced | 10,369 | 639 | 0.0% | 0.0% | 109 | -2,427 | -18.97% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 9,835 | 607 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 9,649 | 589 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Reduced | 9,543 | 588 | 0.0% | 0.0% | 112 | -10,815 | -53.12% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | Added to | 9,424 | 581 | 0.05% | 0.04% | 113 | +3,012 | 46.97% | Q2 2026 | Aug 14, 2026 |
| Pathway Financial Advisers, LLC | History | No change | 9,276 | 572 | 0.14% | 0.15% | 114 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 9,226 | 569 | 0.01% | 0.01% | 115 | -4,245 | -31.51% | Q2 2026 | Jul 20, 2026 |
| Freestone Grove Partners LP | History | Added to | 9,103 | 561 | 0.0% | 0.0% | 116 | +2,656 | 41.2% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | New | 8,605 | 529 | 0.0% | — | 117 | +8,605 | New | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 8,481 | 523 | 0.0% | — | 118 | +8,481 | New | Q2 2026 | Aug 19, 2026 |
| Corient Private Wealth LP | History | New | 8,344 | 514 | 0.0% | — | 119 | +8,344 | New | Q2 2026 | Aug 27, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 7,929 | 489 | 0.0% | 0.0% | 120 | -144 | -1.78% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 7,734 | 467 | 0.0% | — | 121 | +7,734 | New | Q2 2026 | Jul 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 7,320 | 451 | 0.0% | 0.0% | 122 | +846 | 13.07% | Q2 2026 | Jul 23, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 7,207 | 444 | 0.0% | — | 123 | +7,207 | New | Q2 2026 | Jul 17, 2026 |
| Legato Capital Management LLC | History | Added to | 6,825 | 421 | 0.03% | 0.03% | 124 | +1,964 | 40.4% | Q2 2026 | Aug 06, 2026 |
| Arizona State Retirement System | History | Reduced | 6,832 | 421 | 0.0% | 0.0% | 125 | -180 | -2.57% | Q2 2026 | Aug 07, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 6,827 | 421 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,689 | 413 | 0.0% | 0.0% | 127 | -570 | -7.85% | Q2 2026 | Jul 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 6,679 | 412 | 0.0% | — | 128 | +6,679 | New | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,630 | 409 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 6,615 | 408 | 0.0% | 0.0% | 130 | -123 | -1.83% | Q2 2026 | Jul 16, 2026 |
| CHOREO, LLC | History | Reduced | 6,561 | 404 | 0.0% | 0.0% | 131 | -166 | -2.47% | Q2 2026 | Aug 04, 2026 |
| iSAM Funds (UK) Ltd | History | New | 6,500 | 401 | 0.28% | — | 132 | +6,500 | New | Q2 2026 | Aug 12, 2026 |
| Atom Investors LP | History | New | 6,481 | 400 | 0.04% | — | 134 | +6,481 | New | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,485 | 400 | 0.0% | 0.0% | 133 | +2,051 | 46.26% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 6,402 | 395 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,230 | 384 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 6,060 | 374 | 0.0% | 0.0% | 137 | -26,945 | -81.64% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | No change | 6,052 | 374 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 6,040 | 373 | 0.0% | 0.0% | 139 | +755 | 14.29% | Q2 2026 | Jul 23, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 6,048 | 373 | 0.0% | 0.0% | 140 | +558 | 10.16% | Q2 2026 | Aug 06, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,030 | 372 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,016 | 371 | 0.0% | 0.0% | 142 | +942 | 18.57% | Q2 2026 | Aug 07, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 5,984 | 369 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 5,908 | 364 | 0.0% | 0.0% | 144 | -329 | -5.27% | Q2 2026 | Jul 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 5,897 | 363 | 0.0% | 0.0% | 145 | -2,647 | -30.98% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 5,809 | 358 | 0.0% | 0.0% | 146 | -4,395 | -43.07% | Q2 2026 | Aug 05, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 5,796 | 357 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 5,745 | 354 | 0.0% | 0.0% | 148 | -37,090 | -86.59% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 5,723 | 353 | 0.0% | 0.0% | 149 | +525 | 10.1% | Q2 2026 | Aug 13, 2026 |
| AXQ CAPITAL, LP | History | New | 5,687 | 351 | 0.04% | — | 150 | +5,687 | New | Q2 2026 | Aug 06, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 5,638 | 347 | 0.0% | 0.0% | 151 | -100 | -1.74% | Q2 2026 | Jul 28, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 5,500 | 339 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 5,382 | 332 | 0.0% | 0.0% | 153 | -12,291 | -69.55% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 5,383 | 332 | 0.0% | 0.0% | 154 | -4,381 | -44.87% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 5,333 | 329 | 0.0% | 0.0% | 155 | -627 | -10.52% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 5,049 | 311 | 0.0% | 0.0% | 156 | +463 | 10.1% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,730 | 291 | 0.0% | 0.0% | 157 | -45 | -0.94% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 4,409 | 272 | 0.0% | 0.0% | 158 | +46 | 1.05% | Q2 2026 | Aug 10, 2026 |
| Security Financial Services, INC. | History | No change | 4,222 | 260 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Odyssean, LLC | History | No change | 4,186 | 258 | 0.04% | 0.09% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INCEPTIONR LLC | History | New | 4,091 | 252 | 0.06% | — | 161 | +4,091 | New | Q2 2026 | Aug 10, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 4,000 | 246 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 3,950 | 243 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,902 | 241 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 3,812 | 235 | 0.0% | 0.0% | 165 | +40 | 1.06% | Q2 2026 | Jul 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 3,781 | 233 | 0.0% | 0.0% | 166 | -217 | -5.43% | Q2 2026 | Aug 07, 2026 |
| DRW Securities, LLC | History | New | 3,751 | 231 | 0.01% | — | 167 | +3,751 | New | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | New | 3,737 | 230 | 0.01% | — | 168 | +3,737 | New | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | New | 3,662 | 226 | 0.0% | — | 170 | +3,662 | New | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 3,944 | 226 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 3,636 | 224 | 0.0% | 0.0% | 171 | -100 | -2.68% | Q2 2026 | Jul 30, 2026 |
| MQS Management LLC | History | New | 3,579 | 220 | 0.27% | — | 172 | +3,579 | New | Q2 2026 | Aug 07, 2026 |
| FIRST MERCHANTS CORP | History | No change | 3,500 | 216 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 3,458 | 213 | 0.0% | — | 174 | +3,458 | New | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 3,354 | 207 | 0.0% | — | 175 | +3,354 | New | Q2 2026 | Aug 14, 2026 |
| Revolve Wealth Partners, LLC | History | New | 3,340 | 206 | 0.02% | — | 176 | +3,340 | New | Q2 2026 | Jul 09, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,252 | 138 | 0.0% | 0.0% | 177 | +151 | 7.19% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,139 | 132 | 0.0% | 0.0% | 178 | -185 | -7.96% | Q2 2026 | Aug 12, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,144 | 132 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,953 | 122 | 0.0% | 0.0% | 180 | -9 | -0.46% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 1,774 | 109 | 0.0% | 0.0% | 181 | +1,207 | 212.87% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 1,689 | 104 | 0.0% | 0.0% | 182 | +250 | 17.37% | Q2 2026 | Jul 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,465 | 90 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,348 | 83 | 0.0% | 0.0% | 184 | -177 | -11.61% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | No change | 998 | 62 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Blue Trust, Inc. | History | Added to | 841 | 51 | 0.0% | 0.0% | 186 | +364 | 76.31% | Q2 2026 | Jul 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 765 | 47 | 0.0% | 0.0% | 187 | +208 | 37.34% | Q2 2026 | Aug 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 772 | 47 | 0.0% | 0.0% | 188 | +16 | 2.12% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 706 | 43 | 0.0% | 0.0% | 189 | +355 | 101.14% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | Added to | 659 | 40 | 0.0% | 0.0% | 190 | +508 | 336.42% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 614 | 37 | 0.0% | — | 191 | +614 | New | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 530 | 32 | 0.0% | 0.0% | 192 | +220 | 70.97% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 488 | 30 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 462 | 29 | 0.0% | 0.0% | 194 | -54 | -10.47% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 392 | 24 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 400 | 24 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 373 | 23 | 0.0% | 0.0% | 197 | +120 | 47.43% | Q2 2026 | Jul 24, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 302 | 18 | 0.0% | 0.0% | 198 | +25 | 9.03% | Q2 2026 | Aug 17, 2026 |
| BESSEMER GROUP INC | History | Reduced | 262 | 17 | 0.0% | 0.0% | 199 | -6,293 | -96.0% | Q2 2026 | Aug 12, 2026 |
| NBH Bank | History | New | 275 | 16 | 0.01% | — | 201 | +275 | New | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | Added to | 267 | 16 | 0.0% | 0.0% | 200 | +46 | 20.81% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 249 | 15 | 0.0% | 0.0% | 202 | -207 | -45.39% | Q2 2026 | Jul 28, 2026 |
| Bank of Jackson Hole Trust | History | No change | 275 | 15 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Essential Partners LLC | History | Added to | 187 | 11 | 0.01% | 0.0% | 206 | +153 | 450.0% | Q2 2026 | Aug 10, 2026 |
| FIRST HORIZON CORP | History | Added to | 194 | 11 | 0.0% | 0.0% | 204 | +70 | 56.45% | Q2 2026 | Jul 20, 2026 |
| MATHER GROUP, LLC. | History | No change | 183 | 11 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | Added to | 175 | 10 | 0.0% | 0.0% | 208 | +132 | 306.98% | Q2 2026 | Jul 20, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 169 | 10 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nykredit A/S | History | New | 150 | 9 | 0.0% | — | 209 | +150 | New | Q2 2026 | Sep 08, 2026 |
| Optiver Holding B.V. | History | Added to | 142 | 8 | 0.0% | 0.0% | 210 | +106 | 294.44% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 145 | 8 | 0.0% | 0.0% | 211 | +63 | 76.83% | Q2 2026 | Jul 17, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 124 | 7 | 0.0% | 0.0% | 212 | +1 | 0.81% | Q2 2026 | Jul 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 98 | 6 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | New | 84 | 5 | 0.0% | — | 216 | +84 | New | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 83 | 5 | 0.0% | 0.0% | 214 | +59 | 245.83% | Q2 2026 | Aug 06, 2026 |
| WPG Advisers, LLC | History | Added to | 86 | 5 | 0.0% | 0.0% | 215 | +36 | 72.0% | Q2 2026 | Aug 05, 2026 |
| Quarry LP | History | New | 72 | 4 | 0.0% | — | 219 | +72 | New | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 68 | 4 | 0.0% | 0.0% | 217 | +26 | 61.9% | Q2 2026 | Sep 04, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 79 | 4 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 56 | 3 | 0.0% | — | 224 | +56 | New | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 56 | 3 | 0.0% | — | 223 | +55 | 5500.0% | Q2 2026 | Jul 22, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 52 | 3 | 0.0% | — | 225 | +52 | New | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 62 | 3 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 55 | 3 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Versant Capital Management, Inc | History | No change | 51 | 3 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 44 | 2 | 0.0% | 0.77% | 227 | -606,320 | -99.99% | Q2 2026 | Aug 04, 2026 |
| True Wealth Design, LLC | History | Added to | 34 | 2 | 0.0% | — | 229 | +28 | 466.67% | Q2 2026 | Jul 16, 2026 |
| Bare Financial Services, Inc | History | Added to | 47 | 2 | 0.0% | 0.0% | 230 | +17 | 56.67% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 41 | 2 | 0.0% | 0.0% | 226 | +13 | 46.43% | Q2 2026 | Aug 12, 2026 |
| Red Tortoise LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | New | 21 | 1 | 0.0% | — | 238 | +21 | New | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | New | 20 | 1 | 0.0% | — | 240 | +20 | New | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | New | 17 | 1 | 0.0% | — | 239 | +17 | New | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Added to | 15 | 1 | 0.0% | 0.0% | 234 | +3 | 25.0% | Q2 2026 | Aug 07, 2026 |
| TD Capital Management LLC | History | Added to | 32 | 1 | 0.0% | 0.0% | 233 | +1 | 3.23% | Q2 2026 | Aug 06, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MidFirst Bank | History | No change | 19 | 1 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -52,179 | -100.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -41,989 | -100.0% | Q2 2026 | Aug 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -31,780 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -25,406 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,119 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,100 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,859 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,543 | -100.0% | Q2 2026 | Aug 13, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -2,188 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,510 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,500 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -252 | -99.21% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -217 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q2 2026 | Aug 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q2 2026 | Jul 27, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q2 2026 | Aug 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Jul 22, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1 | 0 | — | — | — | -8 | -88.89% | Q2 2026 | Aug 12, 2026 |
| Wall Street Financial Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Jul 02, 2026 |
| Ankerstar Wealth, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 10, 2026 |
| CoreCap Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q2 2026 | Jul 24, 2026 |
| Davis Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 16, 2026 |
| Evolution Advisers, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 31, 2026 |
| JPL Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kilter Group LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |