LTC PROPERTIES INC - LTC
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 | 8,996,488 | 345,914 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 5,177,556 | 199,077 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 3,349,509 | 128,788 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,298,799 | 88,388 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,499,480 | 57,664 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,433,326 | 55,111 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,200,370 | 46,154 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,123,393 | 43,194 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,001,403 | 38,503 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | No change | 920,710 | 35,401 | 0.3% | 0.3% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 894,561 | 34,395 | 0.09% | 0.09% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 754,293 | 32,336 | 0.01% | 0.01% | 12 | +31,606 | 4.37% | Q3 2026 | Nov 04, 2026 |
| Advisors Capital Management, LLC | History | No change | 810,087 | 31,147 | 0.33% | 0.33% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 728,696 | 28,018 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 726,591 | 27,937 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 683,642 | 26,286 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 623,096 | 23,958 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 614,908 | 23,643 | 0.11% | 0.11% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 520,359 | 20,007 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Eversept Partners, LP | History | No change | 420,640 | 16,173 | 0.84% | 0.84% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 353,053 | 13,574 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 350,748 | 13,486 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 340,448 | 13,090 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 293,882 | 11,299 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | No change | 290,736 | 11,178 | 0.33% | 0.33% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Added to | 258,006 | 11,060 | 0.32% | 0.24% | 26 | +54,332 | 26.68% | Q3 2026 | Oct 22, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 257,495 | 11,038 | 0.01% | 0.0% | 27 | +10,172 | 4.11% | Q3 2026 | Nov 02, 2026 |
| Sound Income Strategies, LLC | History | New | 251,170 | 10,561 | 0.47% | — | 28 | +251,170 | New | Q3 2026 | Oct 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 256,313 | 9,855 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 239,873 | 9,320 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 226,095 | 8,693 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 186,956 | 7,188 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 178,585 | 6,866 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 175,787 | 6,759 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 171,167 | 6,581 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 170,662 | 6,561 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 161,528 | 6,210 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | No change | 159,038 | 6,115 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 135,270 | 5,799 | 0.04% | 0.01% | 39 | +98,200 | 264.9% | Q3 2026 | Oct 28, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 129,228 | 5,540 | 0.01% | 0.01% | 40 | +18,562 | 16.77% | Q3 2026 | Oct 27, 2026 |
| FMR LLC | History | No change | 141,945 | 5,457 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 139,357 | 5,358 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Carrera Capital Advisors | History | Added to | 120,543 | 5,167 | 0.73% | 0.62% | 43 | +12,411 | 11.48% | Q3 2026 | Nov 03, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 123,649 | 4,754 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | No change | 121,827 | 4,684 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 91,486 | 3,931 | 0.0% | 0.0% | 46 | +24,917 | 37.43% | Q3 2026 | Oct 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 100,700 | 3,871 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 99,362 | 3,820 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 98,274 | 3,778 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 93,594 | 3,598 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 89,747 | 3,450 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 85,892 | 3,302 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 83,880 | 3,225 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 72,322 | 3,100 | 0.01% | 0.01% | 54 | -3,040 | -4.03% | Q3 2026 | Oct 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 78,073 | 3,001 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 76,443 | 2,939 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Jefferies Financial Group Inc. | History | No change | 76,400 | 2,937 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 75,122 | 2,888 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waterloo Capital, L.P. | History | No change | 73,408 | 2,822 | 0.16% | 0.16% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 71,939 | 2,765 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 62,853 | 2,694 | 0.01% | 0.01% | 61 | +8,708 | 16.08% | Q3 2026 | Nov 02, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 69,956 | 2,689 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 60,402 | 2,589 | 0.01% | 0.01% | 63 | +1,683 | 2.87% | Q3 2026 | Oct 28, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 66,191 | 2,545 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 68,232 | 2,535 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 65,723 | 2,528 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 53,005 | 2,272 | 0.0% | 0.0% | 67 | -86 | -0.16% | Q3 2026 | Oct 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 58,781 | 2,260 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 58,389 | 2,245 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 57,031 | 2,192 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 50,224 | 2,153 | 0.0% | 0.0% | 71 | +7,785 | 18.34% | Q3 2026 | Nov 04, 2026 |
| LPL Financial LLC | History | No change | 55,737 | 2,143 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 49,970 | 2,142 | 0.01% | 0.01% | 73 | +1,603 | 3.31% | Q3 2026 | Nov 03, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 55,184 | 2,121 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 54,706 | 2,104 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Venture Visionary Partners LLC | History | Added to | 47,573 | 2,039 | 0.05% | 0.05% | 76 | +4,061 | 9.33% | Q3 2026 | Oct 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 52,509 | 2,018 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 49,546 | 1,905 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 48,960 | 1,882 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridge City Capital, LLC | History | Added to | 43,758 | 1,875 | 0.39% | 0.32% | 80 | +7,683 | 21.3% | Q3 2026 | Oct 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 42,785 | 1,833 | 0.02% | 0.02% | 81 | -7,522 | -14.95% | Q3 2026 | Oct 15, 2026 |
| Pensionfund PDN | History | Reduced | 40,500 | 1,736 | 1.02% | 0.88% | 82 | -4,000 | -8.99% | Q3 2026 | Oct 05, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 44,255 | 1,701 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Added to | 41,779 | 1,695 | 0.04% | 0.03% | 84 | +2,299 | 5.82% | Q3 2026 | Oct 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 44,038 | 1,693 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 42,377 | 1,629 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 36,917 | 1,582 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 35,178 | 1,508 | 0.27% | 0.29% | 88 | -4,195 | -10.65% | Q3 2026 | Oct 16, 2026 |
| Capital Square, LLC | History | Added to | 34,776 | 1,490 | 0.66% | 0.55% | 89 | +2,835 | 8.88% | Q3 2026 | Oct 19, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 37,115 | 1,427 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 36,826 | 1,415 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 34,556 | 1,328 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Graham Capital Management, L.P. | History | No change | 33,938 | 1,304 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 32,985 | 1,268 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Penserra Capital Management LLC | History | No change | 31,974 | 1,229 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 31,739 | 1,220 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 31,041 | 1,193 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 27,308 | 1,170 | 0.0% | 0.0% | 98 | +10,572 | 63.17% | Q3 2026 | Nov 02, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 30,326 | 1,166 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 30,167 | 1,159 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MACQUARIE GROUP LTD | History | No change | 30,075 | 1,156 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 29,830 | 1,147 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Quantbot Technologies LP | History | No change | 29,341 | 1,128 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 25,911 | 1,110 | 0.01% | 0.01% | 104 | -868 | -3.24% | Q3 2026 | Oct 23, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 28,441 | 1,093 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 27,830 | 1,070 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 26,832 | 1,031 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Russell Investments Group, Ltd. | History | No change | 26,354 | 1,013 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 23,000 | 986 | 0.02% | 0.01% | 109 | +600 | 2.68% | Q3 2026 | Oct 20, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 25,404 | 976 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 23,908 | 919 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 23,899 | 918 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 23,900 | 918 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 23,844 | 916 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 20,769 | 890 | 0.0% | 0.0% | 115 | +1,216 | 6.22% | Q3 2026 | Oct 29, 2026 |
| ASSETMARK, INC | History | Added to | 20,677 | 886 | 0.0% | 0.0% | 116 | +571 | 2.84% | Q3 2026 | Oct 21, 2026 |
| Pensionfund Sabic | History | Reduced | 20,500 | 879 | 1.06% | 0.88% | 117 | -1,000 | -4.65% | Q3 2026 | Oct 05, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 22,742 | 874 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 22,435 | 863 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITIGROUP INC | History | Reduced | 19,793 | 848 | 0.0% | 0.0% | 120 | -24,368 | -55.18% | Q3 2026 | Nov 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 19,240 | 824 | 0.0% | 0.0% | 121 | -5,308 | -21.62% | Q3 2026 | Oct 20, 2026 |
| Cambria Investment Management, L.P. | History | No change | 21,008 | 807 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 20,907 | 800 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 19,102 | 734 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Intrua Financial, LLC | History | Reduced | 16,883 | 723 | 0.07% | 0.06% | 125 | -301 | -1.75% | Q3 2026 | Oct 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 18,155 | 698 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 17,948 | 690 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | New | 15,404 | 660 | 0.04% | — | 128 | +15,404 | New | Q3 2026 | Nov 03, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 14,967 | 641 | 0.0% | 0.0% | 129 | +4,442 | 42.2% | Q3 2026 | Oct 20, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 16,600 | 638 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 16,388 | 630 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 16,171 | 621 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jain Global LLC | History | No change | 16,099 | 619 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 14,410 | 617 | 0.0% | 0.0% | 134 | +749 | 5.48% | Q3 2026 | Nov 03, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 15,951 | 613 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | No change | 15,514 | 596 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STRS OHIO | History | Added to | 13,900 | 595 | 0.0% | 0.0% | 137 | +4,100 | 41.84% | Q3 2026 | Oct 30, 2026 |
| AMALGAMATED BANK | History | Added to | 13,860 | 594 | 0.0% | 0.0% | 138 | +152 | 1.11% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 13,601 | 583 | 0.01% | 0.01% | 140 | +531 | 4.06% | Q3 2026 | Oct 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 15,150 | 583 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Groupe la Francaise | History | No change | 14,815 | 569 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 14,673 | 564 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HighTower Advisors, LLC | History | No change | 14,565 | 560 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 13,973 | 537 | 0.23% | 0.23% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 13,829 | 531 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 12,138 | 520 | 0.01% | 0.0% | 146 | +500 | 4.3% | Q3 2026 | Oct 29, 2026 |
| BARCLAYS PLC | History | No change | 13,371 | 514 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 12,746 | 490 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 12,699 | 488 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 12,700 | 488 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 12,105 | 465 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 12,033 | 462 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Triumph Capital Management | History | Added to | 10,620 | 455 | 0.08% | 0.07% | 153 | +1 | 0.01% | Q3 2026 | Oct 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 11,707 | 450 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 11,304 | 434 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFM Investors Pty Ltd | History | Added to | 10,121 | 433 | 0.0% | 0.0% | 156 | +2,156 | 27.07% | Q3 2026 | Oct 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,933 | 420 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,758 | 418 | 0.01% | 0.01% | 158 | +594 | 6.48% | Q3 2026 | Oct 22, 2026 |
| Pictet Asset Management Holding SA | History | No change | 9,696 | 415 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 10,684 | 410 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Neuberger Berman Group LLC | History | No change | 10,532 | 404 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Achmea Investment Management B.V. | History | New | 9,300 | 399 | 0.0% | — | 162 | +9,300 | New | Q3 2026 | Oct 30, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 10,254 | 394 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Holocene Advisors, LP | History | No change | 9,916 | 381 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,840 | 379 | 0.0% | 0.0% | 165 | +2,857 | 47.75% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,733 | 374 | 0.0% | 0.0% | 166 | +314 | 3.73% | Q3 2026 | Nov 02, 2026 |
| US BANCORP \DE\ | History | No change | 9,503 | 365 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 9,497 | 365 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 9,510 | 365 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestcor Inc | History | No change | 9,374 | 360 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONECO ADVISORS, LLC | History | No change | 8,960 | 344 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Benchmark Investment Advisors LLC | History | No change | 8,970 | 344 | 0.15% | 0.15% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 8,893 | 341 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | New | 7,595 | 339 | 0.0% | — | 175 | +7,595 | New | Q3 2026 | Nov 04, 2026 |
| HUB Investment Partners, LLC | History | Added to | 7,912 | 339 | 0.01% | 0.01% | 174 | +238 | 3.1% | Q3 2026 | Nov 03, 2026 |
| 180 WEALTH ADVISORS, LLC | History | New | 7,709 | 330 | 0.03% | — | 176 | +7,709 | New | Q3 2026 | Nov 03, 2026 |
| Cordatus Wealth Management LLC | History | New | 7,589 | 325 | 0.07% | — | 177 | +7,589 | New | Q3 2026 | Oct 19, 2026 |
| Sage Capital Management, LLC | History | Reduced | 7,465 | 320 | 0.12% | 0.12% | 178 | -353 | -4.52% | Q3 2026 | Oct 20, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,179 | 314 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 7,235 | 310 | 0.0% | 0.0% | 180 | +149 | 2.1% | Q3 2026 | Nov 03, 2026 |
| M&T BANK CORP | History | No change | 8,055 | 309 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 7,999 | 307 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 7,079 | 303 | 0.0% | 0.0% | 183 | -33 | -0.46% | Q3 2026 | Oct 28, 2026 |
| Maryland State Retirement & Pension System | History | No change | 7,511 | 288 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RFG Advisory, LLC | History | No change | 6,548 | 280 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 7,154 | 275 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HB Wealth Management, LLC | History | New | 6,302 | 270 | 0.0% | — | 187 | +6,302 | New | Q3 2026 | Oct 23, 2026 |
| Caitlin John, LLC | History | No change | 6,876 | 264 | 0.14% | 0.14% | 188 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 6,150 | 263 | 0.0% | 0.0% | 189 | +288 | 4.91% | Q3 2026 | Oct 23, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 6,851 | 263 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LDR Capital Management LLC | History | New | 6,123 | 262 | 0.32% | — | 191 | +6,123 | New | Q3 2026 | Oct 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 6,651 | 255 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 6,535 | 251 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UniSuper Management Pty Ltd | History | No change | 5,800 | 248 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,261 | 240 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,908 | 227 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 5,250 | 225 | 0.0% | 0.0% | 198 | +855 | 19.45% | Q3 2026 | Nov 04, 2026 |
| Legato Capital Management LLC | History | No change | 5,864 | 225 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | Added to | 5,229 | 224 | 0.01% | 0.01% | 199 | +1,190 | 29.46% | Q3 2026 | Oct 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,839 | 224 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | New | 5,141 | 220 | 0.0% | — | 201 | +5,141 | New | Q3 2026 | Nov 03, 2026 |
| AE Wealth Management LLC | History | No change | 5,491 | 211 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | New | 4,900 | 210 | 0.01% | — | 203 | +4,900 | New | Q3 2026 | Oct 15, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 5,433 | 208 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Anchor Investment Management, LLC | History | No change | 5,395 | 207 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,358 | 206 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHOREO, LLC | History | New | 4,786 | 205 | 0.0% | — | 207 | +4,786 | New | Q3 2026 | Oct 28, 2026 |
| MAI Capital Management | History | No change | 5,323 | 204 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campion Asset Management | History | No change | 5,256 | 202 | 0.12% | 0.12% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tidal Investments LLC | History | No change | 5,228 | 201 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,845 | 186 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,704 | 181 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,515 | 173 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 4,032 | 155 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,020 | 154 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | New | 3,537 | 151 | 0.01% | — | 216 | +3,537 | New | Q3 2026 | Oct 28, 2026 |
| FIL Ltd | History | No change | 3,656 | 140 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,467 | 133 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,247 | 125 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,719 | 116 | 0.0% | 0.0% | 220 | -360 | -11.69% | Q3 2026 | Oct 16, 2026 |
| KBC Group NV | History | No change | 2,091 | 90 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,323 | 89 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corsicana & Co. | History | No change | 2,000 | 76 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,782 | 69 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Family Offices, LLP | History | New | 1,576 | 67 | 0.02% | — | 225 | +1,576 | New | Q3 2026 | Nov 02, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,635 | 62 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,327 | 56 | 0.01% | 0.0% | 228 | +48 | 3.75% | Q3 2026 | Oct 27, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,460 | 56 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 1,460 | 56 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,266 | 54 | 0.0% | 0.0% | 230 | +673 | 113.49% | Q3 2026 | Oct 23, 2026 |
| Markowski Investments | History | No change | 1,270 | 54 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,256 | 53 | 0.0% | 0.0% | 233 | +354 | 39.25% | Q3 2026 | Oct 08, 2026 |
| North Star Investment Management Corp. | History | No change | 1,250 | 53 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,231 | 47 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,248 | 47 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Nykredit A/S | History | No change | 1,195 | 45 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,008 | 43 | 0.0% | 0.0% | 237 | +5 | 0.5% | Q3 2026 | Oct 22, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 895 | 38 | 0.0% | 0.0% | 238 | +200 | 28.78% | Q3 2026 | Oct 20, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 805 | 34 | 0.0% | 0.0% | 239 | +740 | 1138.46% | Q3 2026 | Oct 26, 2026 |
| CENTRAL TRUST Co | History | No change | 850 | 32 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Geneos Wealth Management Inc. | History | No change | 850 | 32 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | No change | 731 | 29 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 655 | 28 | 0.0% | 0.0% | 244 | -14 | -2.09% | Q3 2026 | Oct 26, 2026 |
| Arax Advisory Partners | History | No change | 732 | 28 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 500 | 21 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 500 | 21 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Allworth Financial LP | History | No change | 536 | 20 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 500 | 19 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NFSG Corp | History | No change | 466 | 19 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 400 | 17 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Rossby Financial, LCC | History | No change | 423 | 16 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 395 | 15 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 346 | 14 | 0.0% | 0.0% | 253 | +48 | 16.11% | Q3 2026 | Nov 04, 2026 |
| Versant Capital Management, Inc | History | Reduced | 309 | 13 | 0.0% | 0.0% | 254 | -34 | -9.91% | Q3 2026 | Oct 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 319 | 12 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 300 | 12 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Covestor Ltd | History | Reduced | 262 | 11 | 0.01% | 0.01% | 259 | -30 | -10.27% | Q3 2026 | Oct 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 293 | 11 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Crewe Advisors LLC | History | No change | 297 | 11 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ALERUS FINANCIAL NA | History | No change | 261 | 10 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 285 | 10 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 270 | 10 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | New | 195 | 8 | 0.0% | — | 267 | +195 | New | Q3 2026 | Oct 21, 2026 |
| Golden State Wealth Management, LLC | History | New | 193 | 8 | 0.0% | — | 266 | +193 | New | Q3 2026 | Nov 02, 2026 |
| JNBA Financial Advisors | History | Reduced | 193 | 8 | 0.0% | 0.0% | 264 | -40 | -17.17% | Q3 2026 | Nov 03, 2026 |
| Bare Financial Services, Inc | History | Added to | 204 | 8 | 0.0% | 0.0% | 265 | +29 | 16.57% | Q3 2026 | Nov 04, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 192 | 8 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Fortitude Family Office, LLC | History | New | 179 | 7 | 0.0% | — | 268 | +179 | New | Q3 2026 | Oct 14, 2026 |
| Tributary Capital Management, LLC | History | New | 157 | 6 | 0.0% | — | 271 | +157 | New | Q3 2026 | Oct 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 161 | 6 | 0.0% | 0.0% | 269 | +82 | 103.8% | Q3 2026 | Nov 03, 2026 |
| Quarry LP | History | No change | 160 | 6 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 108 | 4 | 0.0% | — | 272 | +83 | 332.0% | Q3 2026 | Oct 20, 2026 |
| Synergy Investment Management, LLC | History | No change | 118 | 4 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 126 | 4 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 80 | 3 | 0.0% | 0.0% | 277 | -124 | -60.78% | Q3 2026 | Oct 28, 2026 |
| Latitude Advisors, LLC | History | New | 86 | 3 | 0.0% | — | 278 | +86 | New | Q3 2026 | Oct 27, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 78 | 3 | 0.0% | 0.0% | 276 | +50 | 178.57% | Q3 2026 | Oct 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 96 | 3 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 68 | 2 | 0.0% | — | 284 | +68 | New | Q3 2026 | Oct 29, 2026 |
| Ascentis Wealth Management, LLC | History | New | 62 | 2 | 0.0% | — | 285 | +62 | New | Q3 2026 | Nov 03, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 47 | 2 | 0.0% | — | 281 | +22 | 88.0% | Q3 2026 | Oct 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 48 | 2 | 0.0% | 0.0% | 282 | +14 | 41.18% | Q3 2026 | Oct 28, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 72 | 2 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 48 | 2 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 75 | 2 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 25 | 1 | 0.0% | — | 291 | +25 | New | Q3 2026 | Oct 23, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 34 | 1 | 0.0% | 0.0% | 289 | +1 | 3.03% | Q3 2026 | Oct 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Heritage Wealth Advisors | History | No change | 50 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -38,756 | -100.0% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -38,756 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -19,450 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -5,317 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Bright Futures Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.13% | — | -5,257 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -201 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2026 | Nov 02, 2026 |
| UMB Private Wealth Management, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q3 2026 | Oct 19, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Nov 04, 2026 |