Lemonade, Inc. - LMND
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 | 6,047,782 | 393,408 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,392,829 | 335,529 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 3,140,615 | 204,297 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,071,174 | 199,779 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,836,554 | 184,517 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,793,912 | 181,743 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILLIE GIFFORD & CO | History | No change | 2,751,019 | 178,953 | 0.16% | 0.16% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,233,337 | 145,278 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,934,586 | 125,844 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 1,769,235 | 115,088 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,730,609 | 112,597 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1,212,762 | 78,890 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,183,778 | 77,004 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 764,456 | 49,727 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 702,460 | 45,695 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 330,561 | 40,822 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | No change | 609,820 | 39,668 | 0.37% | 0.37% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Halter Ferguson Financial Inc. | History | Reduced | 830,255 | 37,477 | 6.5% | 10.6% | 18 | -175,560 | -17.45% | Q3 2026 | Oct 21, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 572,570 | 37,245 | 0.16% | 0.16% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 563,826 | 36,676 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Added to | 709,642 | 32,033 | 0.01% | 0.01% | 21 | +73,826 | 11.61% | Q3 2026 | Nov 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 476,778 | 31,014 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 449,104 | 29,215 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 423,979 | 27,579 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 423,951 | 27,578 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 420,074 | 27,325 | 0.16% | 0.16% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Reduced | 587,263 | 26,509 | 0.61% | 0.93% | 27 | -30,376 | -4.92% | Q3 2026 | Nov 05, 2026 |
| Woodline Partners LP | History | No change | 371,755 | 24,182 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 369,464 | 24,033 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEAK6 LLC | History | No change | 285,146 | 18,548 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 282,286 | 18,362 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 272,991 | 17,758 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 262,549 | 17,078 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 248,331 | 16,153 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 224,307 | 14,591 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 208,300 | 13,549 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 276,762 | 12,493 | 0.0% | 0.01% | 37 | -95,995 | -25.75% | Q3 2026 | Nov 04, 2026 |
| HRT FINANCIAL LP | History | No change | 189,325 | 12,315 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Privium Fund Management B.V. | History | No change | 270,259 | 12,199 | 2.37% | 3.23% | 39 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 261,060 | 11,784 | 0.01% | 0.01% | 40 | +28,800 | 12.4% | Q3 2026 | Nov 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 177,853 | 11,569 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 176,236 | 11,464 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 210,747 | 9,513 | 0.0% | 0.0% | 43 | -2,336 | -1.1% | Q3 2026 | Nov 05, 2026 |
| Point72 Asset Management, L.P. | History | No change | 139,800 | 9,093 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 136,257 | 8,863 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CI INVESTMENTS INC. | History | No change | 131,364 | 8,545 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 130,200 | 8,469 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PhiloSmith Capital Corp | History | No change | 172,550 | 7,788 | 2.15% | 3.05% | 48 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BARCLAYS PLC | History | No change | 117,550 | 7,646 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 104,796 | 6,816 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 104,109 | 6,772 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | No change | 102,501 | 6,667 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 101,900 | 6,628 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 101,270 | 6,587 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 100,026 | 6,506 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ma Investment Partnership, LP | History | No change | 100,000 | 6,505 | 1.16% | 1.16% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 92,887 | 6,043 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 91,662 | 5,962 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 89,112 | 5,796 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 85,700 | 5,574 | 0.13% | 0.13% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 78,065 | 5,078 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Walleye Capital LLC | History | No change | 77,347 | 5,031 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MARSHALL WACE, LLP | History | No change | 76,027 | 4,945 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 78,376 | 4,912 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 74,984 | 4,877 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Invesco Ltd. | History | No change | 74,460 | 4,843 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDT Partners, LLC | History | No change | 71,637 | 4,659 | 0.24% | 0.24% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | No change | 69,766 | 4,540 | 0.08% | 0.08% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Liontrust Investment Partners LLP | History | No change | 69,323 | 4,509 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Niles Investment Management, LLC | History | No change | 68,275 | 4,441 | 3.6% | 3.6% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 59,661 | 3,880 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 58,504 | 3,805 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 54,257 | 3,529 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 52,977 | 3,446 | 0.22% | 0.22% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 52,301 | 3,402 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 47,477 | 3,088 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 46,085 | 2,997 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 45,350 | 2,950 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sender Co & Partners, Inc. | History | No change | 45,000 | 2,927 | 0.85% | 0.85% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Havemeyer Place LP | History | No change | 44,751 | 2,911 | 0.29% | 0.29% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DnB Asset Management AS | History | No change | 44,520 | 2,896 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sparta 24 Ltd. | History | Reduced | 63,967 | 2,887 | 3.19% | 4.08% | 82 | -4,369 | -6.39% | Q3 2026 | Nov 04, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 43,943 | 2,858 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hudson Bay Capital Management LP | History | No change | 43,327 | 2,818 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 42,071 | 2,736 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MetLife Investment Management, LLC | History | No change | 41,863 | 2,723 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 56,644 | 2,556 | 0.75% | 1.09% | 87 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Reduced | 55,415 | 2,501 | 1.08% | 1.56% | 88 | -2,306 | -4.0% | Q3 2026 | Nov 04, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 36,664 | 2,384 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 36,088 | 2,347 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marex Group Ltd | History | No change | 35,848 | 2,331 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 35,502 | 2,309 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clear Street Group Inc. | History | No change | 34,536 | 2,246 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust | History | New | 97,900 | 2,163 | 0.41% | — | 94 | +97,900 | New | Q3 2026 | Oct 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 32,012 | 2,083 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | No change | 30,408 | 1,978 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 29,534 | 1,921 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 29,077 | 1,892 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | No change | 28,640 | 1,863 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 28,343 | 1,843 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 28,159 | 1,831 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 26,822 | 1,744 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Employees Retirement System of Texas | History | No change | 26,273 | 1,709 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 25,328 | 1,647 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 25,171 | 1,637 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 25,045 | 1,629 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 24,758 | 1,610 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 23,855 | 1,551 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 23,217 | 1,510 | 0.25% | 0.25% | 109 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Entropy Technologies, LP | History | No change | 22,821 | 1,484 | 0.06% | 0.06% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SANDLER CAPITAL MANAGEMENT | History | No change | 22,200 | 1,444 | 0.72% | 0.72% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 21,706 | 1,411 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Circle Wealth Management, LLC | History | No change | 21,317 | 1,386 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 21,227 | 1,380 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Odyssean, LLC | History | No change | 20,873 | 1,357 | 0.22% | 0.22% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 20,800 | 1,353 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Crawford Fund Management, LLC | History | No change | 20,500 | 1,333 | 0.2% | 0.2% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 20,396 | 1,326 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 28,645 | 1,310 | 0.0% | — | 119 | +28,645 | New | Q3 2026 | Oct 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 19,863 | 1,292 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 19,593 | 1,274 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 27,874 | 1,258 | 0.0% | 0.0% | 122 | +4,471 | 19.1% | Q3 2026 | Nov 02, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 19,215 | 1,249 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 19,128 | 1,244 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Engineers Gate Manager LP | History | No change | 18,894 | 1,229 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foyston, Gordon & Payne Inc | History | Added to | 26,333 | 1,188 | 0.24% | 0.19% | 126 | +13,000 | 97.5% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 17,372 | 1,138 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| X-Square Capital, LLC | History | No change | 17,333 | 1,128 | 0.29% | 0.29% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 17,210 | 1,119 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Axxion S.A. | History | Reduced | 24,211 | 1,092 | 0.07% | 0.18% | 130 | -14,562 | -37.56% | Q3 2026 | Oct 22, 2026 |
| SEI INVESTMENTS CO | History | No change | 16,391 | 1,066 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 17,928 | 1,055 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 23,129 | 1,044 | 0.0% | 0.0% | 133 | +877 | 3.94% | Q3 2026 | Nov 05, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 15,579 | 1,013 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Twin Tree Management, LP | History | No change | 15,369 | 999 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 15,346 | 998 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 15,100 | 982 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| United Capital Management of KS, Inc. | History | Reduced | 21,455 | 968 | 0.13% | 0.2% | 138 | -1,846 | -7.92% | Q3 2026 | Nov 04, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 14,812 | 963 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 20,847 | 941 | 0.0% | 0.0% | 140 | -10 | -0.05% | Q3 2026 | Nov 04, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 13,699 | 891 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Added to | 19,477 | 879 | 0.0% | 0.01% | 142 | +1,562 | 8.72% | Q3 2026 | Nov 03, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 18,786 | 848 | 0.0% | 0.0% | 143 | -482 | -2.5% | Q3 2026 | Nov 04, 2026 |
| Genesis Financial Group, LLC | History | No change | 12,500 | 813 | 0.53% | 0.53% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 12,004 | 781 | 0.17% | 0.17% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 12,154 | 775 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 11,820 | 768 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 11,729 | 762 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 14,940 | 674 | 0.0% | 0.0% | 149 | +1,626 | 12.21% | Q3 2026 | Nov 02, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 10,099 | 656 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pathstone Holdings, LLC | History | No change | 10,051 | 653 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rare Wolf Capital LLC | History | Added to | 14,441 | 651 | 0.38% | 0.59% | 152 | +408 | 2.91% | Q3 2026 | Oct 20, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 14,320 | 646 | 0.01% | 0.01% | 153 | +6,741 | 88.94% | Q3 2026 | Oct 26, 2026 |
| Synergy Financial Group, LTD | History | No change | 9,717 | 632 | 0.45% | 0.45% | 154 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Alphadyne Asset Management LP | History | No change | 9,500 | 617 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 13,623 | 615 | 0.0% | 0.0% | 156 | -429 | -3.05% | Q3 2026 | Nov 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 9,320 | 606 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 12,746 | 597 | 0.0% | 0.0% | 158 | -121 | -0.94% | Q3 2026 | Oct 13, 2026 |
| Tradition Wealth Management, LLC | History | No change | 8,821 | 573 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Magnetar Financial LLC | History | No change | 8,798 | 572 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 8,110 | 527 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Annex Advisory Services, LLC | History | New | 11,578 | 522 | 0.01% | — | 162 | +11,578 | New | Q3 2026 | Oct 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 7,992 | 519 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 7,923 | 515 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 7,841 | 510 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 7,735 | 503 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 10,369 | 468 | 0.0% | 0.0% | 167 | +213 | 2.1% | Q3 2026 | Nov 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,117 | 462 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 7,099 | 461 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 7,041 | 458 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIH Partners, LLLP | History | No change | 7,015 | 456 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 9,750 | 440 | 0.0% | 0.01% | 172 | -900 | -8.45% | Q3 2026 | Oct 26, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 6,768 | 439 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,587 | 428 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALGERT GLOBAL LLC | History | No change | 6,500 | 422 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parisi Gray Wealth Management | History | Added to | 9,253 | 417 | 0.08% | 0.07% | 176 | +4,265 | 85.51% | Q3 2026 | Oct 16, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 6,379 | 414 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 9,170 | 413 | 0.11% | 0.17% | 178 | -40 | -0.43% | Q3 2026 | Oct 30, 2026 |
| Empower Advisory Group, LLC | History | No change | 6,302 | 409 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ProShare Advisors LLC | History | Reduced | 9,035 | 407 | 0.0% | 0.0% | 180 | -390 | -4.14% | Q3 2026 | Oct 28, 2026 |
| Cetera Investment Advisers | History | No change | 6,219 | 404 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,135 | 399 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SIG BROKERAGE, LP | History | No change | 6,000 | 390 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 8,313 | 375 | 0.0% | 0.0% | 184 | +2,810 | 51.06% | Q3 2026 | Nov 02, 2026 |
| Aspiring Ventures, LLC | History | No change | 5,604 | 364 | 0.09% | 0.09% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SG Americas Securities, LLC | History | No change | 5,587 | 363 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLSTATE CORP | History | No change | 5,383 | 350 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Johnson & White Wealth Management, LLC | History | No change | 7,745 | 349 | 0.13% | 0.19% | 188 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Weiss Asset Management LP | History | No change | 5,275 | 343 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 5,253 | 341 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,200 | 338 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fermata Advisors, LLC | History | Added to | 7,200 | 325 | 0.06% | 0.09% | 192 | +432 | 6.38% | Q3 2026 | Oct 09, 2026 |
| AlphaGrep UK Ltd | History | No change | 4,896 | 318 | 0.09% | 0.09% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Reduced | 6,887 | 310 | 0.0% | 0.0% | 194 | -203 | -2.86% | Q3 2026 | Nov 03, 2026 |
| Neuberger Berman Group LLC | History | No change | 4,423 | 287 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 4,321 | 281 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | No change | 4,454 | 276 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 4,227 | 275 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 5,979 | 269 | 0.02% | 0.03% | 199 | -349 | -5.52% | Q3 2026 | Oct 08, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 4,129 | 268 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Worth Venture Partners, LLC | History | No change | 4,119 | 267 | 0.6% | 0.6% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fulcrum Asset Management LLP | History | New | 5,972 | 266 | 0.01% | — | 203 | +5,972 | New | Q3 2026 | Nov 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,104 | 266 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 5,786 | 261 | 0.03% | 0.03% | 204 | +612 | 11.83% | Q3 2026 | Oct 23, 2026 |
| GFS Advisors, LLC | History | New | 5,700 | 257 | 0.03% | — | 205 | +5,700 | New | Q3 2026 | Nov 03, 2026 |
| M&T BANK CORP | History | No change | 3,778 | 246 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,769 | 245 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,750 | 243 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 3,727 | 242 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 3,705 | 241 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 5,302 | 239 | 0.12% | 0.18% | 211 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 5,171 | 233 | 0.01% | 0.01% | 212 | -118 | -2.23% | Q3 2026 | Oct 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,478 | 226 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 4,971 | 224 | 0.0% | 0.0% | 214 | -242 | -4.64% | Q3 2026 | Oct 16, 2026 |
| IEQ CAPITAL, LLC | History | No change | 3,386 | 220 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Schorn Wealth LLC | History | Reduced | 4,722 | 213 | 0.05% | 0.09% | 216 | -700 | -12.91% | Q3 2026 | Oct 14, 2026 |
| R Squared Ltd | History | No change | 3,280 | 213 | 0.11% | 0.11% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Leonteq Securities AG | History | Added to | 4,658 | 210 | 0.01% | 0.01% | 219 | +2,163 | 86.69% | Q3 2026 | Oct 29, 2026 |
| US BANCORP \DE\ | History | Added to | 4,663 | 210 | 0.0% | 0.0% | 218 | +1,182 | 33.96% | Q3 2026 | Nov 05, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 4,612 | 208 | 0.0% | 0.0% | 220 | +231 | 5.27% | Q3 2026 | Nov 03, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 3,178 | 206 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sava Infond d.o.o. | History | Reduced | 4,000 | 180 | 0.01% | 0.07% | 222 | -10,500 | -72.41% | Q3 2026 | Oct 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 3,926 | 177 | 0.0% | 0.0% | 223 | -1 | -0.03% | Q3 2026 | Oct 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,853 | 173 | 0.0% | 0.0% | 224 | +1,811 | 88.69% | Q3 2026 | Oct 08, 2026 |
| Nykredit A/S | History | No change | 2,403 | 156 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,398 | 153 | 0.01% | 0.01% | 226 | -81 | -2.33% | Q3 2026 | Oct 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,221 | 144 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | Added to | 3,118 | 140 | 0.02% | 0.03% | 228 | +682 | 28.0% | Q3 2026 | Oct 14, 2026 |
| STRS OHIO | History | Reduced | 2,800 | 126 | 0.0% | 0.0% | 229 | -700 | -20.0% | Q3 2026 | Oct 30, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 2,500 | 124 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,374 | 107 | 0.0% | 0.0% | 231 | +2,121 | 838.34% | Q3 2026 | Oct 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,631 | 106 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Activest Wealth Management | History | No change | 2,102 | 94 | 0.02% | 0.03% | 233 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| KBC Group NV | History | No change | 2,070 | 93 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 1,745 | 77 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,500 | 70 | 0.0% | 0.0% | 236 | -2,506 | -62.56% | Q3 2026 | Oct 16, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 942 | 61 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | No change | 910 | 59 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nemes Rush Group LLC | History | No change | 1,100 | 49 | 0.0% | 0.01% | 239 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,082 | 48 | 0.0% | 0.0% | 240 | -126 | -10.43% | Q3 2026 | Oct 23, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 1,000 | 45 | 0.01% | 0.01% | 241 | +200 | 25.0% | Q3 2026 | Oct 14, 2026 |
| TSFG, LLC | History | Reduced | 1,000 | 45 | 0.01% | 0.01% | 242 | -28 | -2.72% | Q3 2026 | Oct 23, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 948 | 42 | 0.0% | 0.0% | 243 | +198 | 26.4% | Q3 2026 | Oct 27, 2026 |
| IFP Advisors, Inc | History | Added to | 913 | 41 | 0.0% | 0.0% | 244 | +1 | 0.11% | Q3 2026 | Oct 16, 2026 |
| Elyxium Wealth, LLC | History | New | 731 | 32 | 0.0% | — | 246 | +731 | New | Q3 2026 | Oct 27, 2026 |
| Estabrook Capital Management | History | No change | 500 | 32 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 479 | 31 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 462 | 30 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STANCE CAPITAL LLC | History | No change | 465 | 30 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 463 | 28 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 351 | 22 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 302 | 19 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 289 | 18 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Heritage Wealth Advisors | History | No change | 274 | 17 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 261 | 16 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Balance Wealth Partners LLC | History | New | 349 | 15 | 0.0% | — | 257 | +349 | New | Q3 2026 | Oct 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 342 | 15 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BESSEMER GROUP INC | History | No change | 214 | 14 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 222 | 14 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kilter Group LLC | History | No change | 188 | 12 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 250 | 11 | 0.0% | 0.0% | 261 | -22 | -8.09% | Q3 2026 | Nov 03, 2026 |
| Rossby Financial, LCC | History | New | 208 | 9 | 0.0% | — | 262 | +208 | New | Q3 2026 | Nov 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 129 | 8 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dogwood Wealth Management LLC | History | No change | 129 | 8 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 116 | 7 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Root Financial Partners, LLC | History | New | 144 | 6 | 0.0% | — | 270 | +144 | New | Q3 2026 | Oct 21, 2026 |
| Field & Main Bank | History | No change | 100 | 6 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | History | No change | 143 | 6 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 153 | 6 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| BFC Planning, Inc. | History | No change | 100 | 6 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Abound Wealth Management | History | New | 114 | 5 | 0.0% | — | 275 | +114 | New | Q3 2026 | Oct 26, 2026 |
| Ulland Investment Advisors, LLC | History | New | 100 | 5 | 0.0% | — | 274 | +100 | New | Q3 2026 | Oct 13, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 114 | 5 | 0.0% | 0.0% | 273 | -86 | -43.0% | Q3 2026 | Nov 02, 2026 |
| Versant Capital Management, Inc | History | Reduced | 132 | 5 | 0.0% | 0.0% | 272 | -16 | -10.81% | Q3 2026 | Oct 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 85 | 5 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | Reduced | 107 | 4 | 0.0% | 0.02% | 281 | -3,000 | -96.56% | Q3 2026 | Oct 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 101 | 4 | 0.0% | 0.0% | 279 | -62 | -38.04% | Q3 2026 | Nov 04, 2026 |
| Covestor Ltd | History | Reduced | 96 | 4 | 0.0% | 0.0% | 282 | -4 | -4.0% | Q3 2026 | Oct 30, 2026 |
| Towne Trust Company, N.A | History | No change | 100 | 4 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 71 | 4 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hurley Capital, LLC | History | No change | 98 | 4 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Avion Wealth | History | No change | 100 | 4 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ascentis Independent Advisors | History | New | 83 | 3 | 0.0% | — | 292 | +83 | New | Q3 2026 | Nov 03, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 70 | 3 | 0.0% | 0.0% | 285 | +31 | 79.49% | Q3 2026 | Oct 27, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 84 | 3 | 0.0% | 0.0% | 289 | -16 | -16.0% | Q3 2026 | Oct 19, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 49 | 3 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 48 | 3 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key Capital Management, INC | History | No change | 77 | 3 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 60 | 3 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Financial LLC | History | New | 60 | 2 | 0.0% | — | 302 | +60 | New | Q3 2026 | Nov 04, 2026 |
| SFAM, LLC | History | New | 58 | 2 | 0.0% | — | 299 | +58 | New | Q3 2026 | Nov 03, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 55 | 2 | 0.0% | — | 298 | +55 | New | Q3 2026 | Oct 29, 2026 |
| Latitude Advisors, LLC | History | New | 50 | 2 | 0.0% | — | 300 | +50 | New | Q3 2026 | Oct 27, 2026 |
| William Mack & Associates, Inc. | History | New | 46 | 2 | 0.0% | — | 301 | +46 | New | Q3 2026 | Oct 27, 2026 |
| Continuum Advisory, LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Vanguard National Trust Co | History | No change | 45 | 2 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |