Loar Holdings Inc. - LOAR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ABRAMS CAPITAL MANAGEMENT, L.P. | History | No change | 32,050,240 | 2,583,569 | 47.15% | 47.15% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital International Investors | History | No change | 8,803,898 | 709,682 | 0.15% | 0.15% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 4,148,370 | 334,401 | 0.22% | 0.22% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 4,063,339 | 327,545 | 0.06% | 0.06% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WASATCH ADVISORS LP | History | No change | 3,241,786 | 261,320 | 1.71% | 1.71% | 5 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BAMCO INC /NY/ | History | No change | 2,523,332 | 203,405 | 0.31% | 0.31% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 2,336,798 | 188,369 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| BlackRock, Inc. | History | No change | 2,198,873 | 177,251 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,979,244 | 159,546 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,772,282 | 142,863 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,620,889 | 130,659 | 0.19% | 0.19% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 1,399,163 | 112,786 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,151,679 | 92,836 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 954,332 | 76,257 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 883,388 | 71,209 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 864,595 | 69,690 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital World Investors | History | No change | 831,853 | 67,055 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TimesSquare Capital Management, LLC | History | No change | 798,575 | 64,373 | 0.95% | 0.95% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 746,596 | 60,183 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Artisan Partners Limited Partnership | History | No change | 737,570 | 59,455 | 0.09% | 0.09% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 729,329 | 58,792 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | No change | 719,088 | 57,965 | 1.33% | 1.33% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | No change | 707,403 | 57,023 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| One Madison Group LLC | History | No change | 690,000 | 55,620 | 5.35% | 5.35% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 658,166 | 53,069 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spyglass Capital Management LLC | History | No change | 611,657 | 49,305 | 2.67% | 2.67% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 558,181 | 44,994 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 453,466 | 36,553 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | No change | 446,598 | 36,000 | 0.12% | 0.12% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 426,043 | 34,341 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 366,604 | 29,551 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | No change | 366,256 | 29,523 | 0.3% | 0.3% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Select Equity Group, L.P. | History | No change | 339,976 | 27,405 | 0.14% | 0.14% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 312,799 | 25,214 | 0.17% | 0.17% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 303,776 | 24,487 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 297,594 | 23,989 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ONE Advisory Partners, LLC | History | No change | 293,319 | 23,644 | 6.44% | 6.44% | 37 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 263,758 | 21,261 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 235,556 | 18,988 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 235,448 | 18,979 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 216,773 | 17,474 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 209,835 | 16,914 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 203,696 | 16,419 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | No change | 203,400 | 16,396 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ROYAL BANK OF CANADA | History | No change | 200,191 | 16,137 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zimmer Partners, LP | History | No change | 200,000 | 16,122 | 0.37% | 0.37% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 197,529 | 15,922 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 190,949 | 15,392 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 189,976 | 15,314 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 188,865 | 15,224 | 0.72% | 0.72% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 165,922 | 13,374 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 153,080 | 12,339 | 0.34% | 0.34% | 52 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 144,955 | 11,684 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blackstone Inc. | History | No change | 133,293 | 10,744 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | No change | 130,445 | 10,515 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 126,716 | 10,214 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 117,944 | 9,507 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | No change | 116,817 | 9,416 | 0.5% | 0.5% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ghisallo Capital Management LLC | History | No change | 100,000 | 8,061 | 0.16% | 0.16% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | No change | 100,000 | 8,061 | 0.32% | 0.32% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 99,406 | 8,013 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 91,424 | 7,369 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jain Global LLC | History | No change | 91,253 | 7,355 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 90,300 | 7,279 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 118,000 | 7,259 | 2.19% | 2.98% | 65 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 86,031 | 6,934 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 85,093 | 6,859 | 0.16% | 0.16% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN CAPITAL MANAGEMENT LLC | History | No change | 84,816 | 6,837 | 1.37% | 1.37% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prospera Financial Services Inc | History | No change | 81,687 | 6,584 | 0.1% | 0.1% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HRT FINANCIAL LP | History | No change | 75,906 | 6,118 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 73,548 | 5,928 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capricorn Fund Managers Ltd | History | No change | 71,999 | 5,803 | 0.46% | 0.46% | 72 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gotham Asset Management, LLC | History | No change | 67,770 | 5,462 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 67,712 | 5,458 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | No change | 65,974 | 5,318 | 0.96% | 0.96% | 75 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Swiss National Bank | History | No change | 65,700 | 5,296 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jump Financial, LLC | History | No change | 61,834 | 4,984 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grandeur Peak Global Advisors, LLC | History | No change | 60,027 | 4,838 | 1.12% | 1.12% | 78 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 58,212 | 4,692 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pathstone Holdings, LLC | History | No change | 57,439 | 4,630 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 55,297 | 4,457 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 53,502 | 4,312 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 52,497 | 4,231 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Capital International Sarl | History | No change | 51,114 | 4,120 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 50,374 | 4,060 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 49,784 | 4,013 | 0.14% | 0.14% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL INTERNATIONAL LTD /CA/ | History | No change | 48,044 | 3,872 | 0.13% | 0.13% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 44,583 | 3,593 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | No change | 43,660 | 3,519 | 0.57% | 0.57% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 39,127 | 3,154 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 39,011 | 3,144 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| MARSHALL WACE, LLP | History | No change | 38,128 | 3,073 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 38,005 | 3,063 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 36,176 | 2,916 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Thrive Wealth Management, LLC | History | No change | 35,814 | 2,886 | 0.37% | 0.37% | 95 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Linden Thomas Advisory Services, LLC | History | No change | 34,274 | 2,762 | 0.22% | 0.22% | 96 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 33,703 | 2,716 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 30,364 | 2,447 | 0.16% | 0.16% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 29,139 | 2,348 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 29,021 | 2,339 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 28,056 | 2,261 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 27,000 | 2,176 | 0.04% | 0.04% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearview Wealth Management LLC | History | No change | 27,001 | 2,176 | 1.4% | 1.4% | 103 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 26,008 | 2,096 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 26,390 | 2,088 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 25,817 | 2,081 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 25,806 | 2,080 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 25,182 | 2,029 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Longaeva Partners L.P. | History | No change | 24,454 | 1,971 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 22,860 | 1,842 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 22,716 | 1,831 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Renaissance Capital LLC | History | No change | 22,473 | 1,811 | 1.0% | 1.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 22,380 | 1,804 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 21,800 | 1,757 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 21,729 | 1,751 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 21,206 | 1,709 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 20,761 | 1,673 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 20,402 | 1,644 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 19,918 | 1,605 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SummitTX Capital, L.P. | History | No change | 19,042 | 1,534 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 18,985 | 1,530 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | No change | 18,767 | 1,513 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 18,725 | 1,509 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WINTON GROUP Ltd | History | No change | 18,600 | 1,499 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | No change | 18,337 | 1,478 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PDT Partners, LLC | History | No change | 17,811 | 1,435 | 0.08% | 0.08% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 17,555 | 1,415 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 15,654 | 1,261 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 15,598 | 1,257 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 14,802 | 1,193 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 14,800 | 1,193 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 14,515 | 1,170 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 14,270 | 1,150 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital International, Inc./CA/ | History | No change | 13,893 | 1,119 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Trail Advisors, LLC | History | No change | 13,668 | 1,101 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 13,619 | 1,097 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA HOLDINGS INC | History | No change | 13,438 | 1,083 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 12,574 | 1,013 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 12,559 | 1,012 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LPL Financial LLC | History | No change | 12,008 | 967 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 11,650 | 939 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| ALLSTATE CORP | History | No change | 11,127 | 896 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEAK6 LLC | History | No change | 10,900 | 878 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GoodHaven Capital Management, LLC | History | No change | 10,000 | 806 | 0.25% | 0.25% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bridgefront Capital, LLC | History | No change | 9,497 | 765 | 0.2% | 0.2% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | No change | 9,042 | 728 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 9,001 | 725 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 8,854 | 713 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 8,830 | 711 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 8,108 | 653 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 11,334 | 649 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 8,022 | 646 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 7,122 | 574 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONNABLE OFFICE INC | History | No change | 7,056 | 568 | 0.05% | 0.05% | 154 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rafferty Asset Management, LLC | History | No change | 6,646 | 535 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fieldview Capital Management, LLC | History | No change | 6,012 | 484 | 0.14% | 0.14% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 5,849 | 471 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 5,841 | 470 | 0.15% | 0.15% | 158 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 5,631 | 453 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 5,262 | 424 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 5,247 | 423 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Group Investment Management Pte. Ltd. | History | No change | 5,120 | 412 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Virtu Financial LLC | History | No change | 4,974 | 401 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | No change | 4,775 | 384 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 4,719 | 380 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | No change | 4,674 | 376 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,653 | 375 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,990 | 368 | 0.0% | 0.0% | 168 | +4,395 | 275.55% | Q3 2026 | Oct 08, 2026 |
| SUMMITRY LLC | History | No change | 4,426 | 356 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 4,162 | 331 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 4,017 | 323 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 3,864 | 311 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HSBC HOLDINGS PLC | History | No change | 3,839 | 309 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 3,779 | 305 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 3,572 | 287 | 0.13% | 0.13% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,444 | 278 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AXQ CAPITAL, LP | History | No change | 3,382 | 272 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 3,371 | 271 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 3,346 | 269 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 3,622 | 264 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quent Capital, LLC | History | No change | 3,171 | 255 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XPONANCE LLC | History | No change | 3,163 | 254 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOURNE LENT ASSET MANAGEMENT INC | History | No change | 3,100 | 249 | 0.09% | 0.09% | 183 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 2,988 | 240 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 2,866 | 231 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 2,877 | 231 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 2,817 | 226 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CIBC Asset Management Inc | History | No change | 2,774 | 223 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Oak Thistle LLC | History | No change | 2,730 | 220 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Frec Markets, Inc. | History | No change | 2,658 | 214 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | No change | 2,633 | 212 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gerald Baker Financial Group LLC | History | No change | 3,300 | 203 | 0.06% | 0.08% | 192 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Qsemble Capital Management, LP | History | No change | 2,503 | 201 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 2,345 | 189 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RiverPark Advisors, LLC | History | No change | 1,540 | 124 | 0.06% | 0.06% | 195 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,533 | 123 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KBC Group NV | History | No change | 1,447 | 117 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,445 | 116 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,264 | 101 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Neo Ivy Capital Management | History | No change | 1,247 | 100 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,148 | 92 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Covestor Ltd | History | No change | 1,139 | 92 | 0.05% | 0.05% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 1,003 | 80 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 929 | 74 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 708 | 57 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MetLife Investment Management, LLC | History | No change | 719 | 57 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DANSKE BANK A/S | History | No change | 686 | 55 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 660 | 53 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 463 | 37 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 454 | 36 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 452 | 36 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 443 | 35 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 428 | 34 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIXIS | History | No change | 419 | 33 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 415 | 33 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Parallel Advisors, LLC | History | No change | 392 | 31 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GAMMA Investing LLC | History | Added to | 490 | 30 | 0.0% | 0.0% | 217 | +196 | 66.67% | Q3 2026 | Oct 08, 2026 |
| State of Wyoming | History | No change | 369 | 29 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 301 | 24 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantbot Technologies LP | History | No change | 296 | 23 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silicon Valley Capital Partners | History | No change | 285 | 23 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| BESSEMER GROUP INC | History | No change | 270 | 22 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 251 | 20 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 260 | 20 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 259 | 20 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WHITTIER TRUST CO | History | No change | 224 | 18 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quarry LP | History | No change | 222 | 17 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 189 | 15 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Versant Capital Management, Inc | History | New | 238 | 14 | 0.0% | — | 230 | +238 | New | Q3 2026 | Oct 01, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 237 | 14 | 0.0% | 0.0% | 229 | +4 | 1.72% | Q3 2026 | Oct 05, 2026 |
| Roxbury Financial LLC | History | Reduced | 200 | 12 | 0.01% | 0.02% | 231 | -100 | -33.33% | Q3 2026 | Oct 01, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 150 | 11 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MCF Advisors LLC | History | No change | 132 | 10 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GK Wealth Management LLC | History | New | 150 | 9 | 0.01% | — | 235 | +150 | New | Q3 2026 | Oct 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 120 | 9 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 146 | 8 | 0.0% | 0.0% | 238 | +121 | 484.0% | Q3 2026 | Oct 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 109 | 8 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 100 | 8 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Larson Financial Group LLC | History | No change | 99 | 7 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Planning Strategies Inc. | History | Added to | 98 | 6 | 0.0% | 0.0% | 240 | +2 | 2.08% | Q3 2026 | Oct 02, 2026 |
| SIGNATUREFD, LLC | History | No change | 74 | 5 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Fulcrum Asset Management LLP | History | No change | 60 | 4 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Bogart Wealth, LLC | History | No change | 58 | 4 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 55 | 4 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 48 | 3 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 28 | 2 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ASSETMARK, INC | History | No change | 31 | 2 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 24 | 1 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 14 | 1 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CVA Family Office, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SBI Securities Co., Ltd. | History | No change | 21 | 1 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cromwell Holdings LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bare Financial Services, Inc | History | No change | 16 | 1 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 23 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Marquette Asset Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| AdvisorNet Financial, Inc | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quaker Wealth Management, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SHP Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Activest Wealth Management | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Capital Management Investments LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| True Wealth Design, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LRI Investments, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Navigoe, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rossby Financial, LCC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HFM Investment Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |