Lamb Weston Holdings, Inc. - LW
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 | 16,912,375 | 730,276 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 9,167,460 | 395,852 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 8,039,041 | 347,125 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 7,114,830 | 314,104 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 5,995,487 | 258,885 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Starboard Value LP | History | No change | 5,733,982 | 247,593 | 5.47% | 5.47% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANA Partners Management, LP | History | No change | 5,394,635 | 232,940 | 12.25% | 12.25% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,927,106 | 212,752 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 4,869,644 | 210,271 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| FMR LLC | History | No change | 3,822,123 | 165,039 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONTINENTAL GRAIN CO | History | No change | 3,569,080 | 154,112 | 34.38% | 34.38% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,687,131 | 153,741 | 0.03% | 0.03% | 12 | +341,303 | 10.2% | Q3 2026 | Nov 04, 2026 |
| NORGES BANK | History | No change | 2,456,090 | 106,053 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,342,274 | 101,168 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROOKFIELD Corp /ON/ | History | No change | 2,226,311 | 96,132 | 0.12% | 0.12% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Douglas Lane & Associates, LLC | History | Added to | 1,811,598 | 75,525 | 1.01% | 0.99% | 16 | +129,243 | 7.68% | Q3 2026 | Oct 09, 2026 |
| MORGAN STANLEY | History | No change | 1,563,242 | 67,500 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 1,516,642 | 65,489 | 0.1% | 0.1% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,511,691 | 65,274 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,352,562 | 58,403 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 1,244,438 | 53,734 | 0.27% | 0.27% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,230,797 | 53,145 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 1,214,051 | 50,613 | 0.03% | 0.03% | 23 | -5 | -0.0% | Q3 2026 | Nov 02, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,176,996 | 49,068 | 0.01% | 0.01% | 24 | -16,171 | -1.36% | Q3 2026 | Nov 05, 2026 |
| IMC-Chicago, LLC | History | Added to | 1,119,051 | 46,653 | 0.01% | 0.0% | 25 | +820,451 | 274.77% | Q3 2026 | Nov 05, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | No change | 1,076,579 | 46,486 | 0.09% | 0.09% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 998,645 | 43,121 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 963,237 | 41,592 | 0.29% | 0.29% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 922,194 | 39,820 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 868,102 | 37,484 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 799,990 | 34,543 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clarkston Capital Partners, LLC | History | No change | 791,480 | 34,176 | 2.89% | 2.89% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 728,031 | 31,436 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swedbank AB | History | Reduced | 730,000 | 30,433 | 0.03% | 0.03% | 34 | -50,000 | -6.41% | Q3 2026 | Oct 27, 2026 |
| Gotham Asset Management, LLC | History | No change | 681,672 | 29,434 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 625,313 | 27,001 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 581,521 | 25,110 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 579,579 | 25,026 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 550,666 | 23,777 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 503,330 | 21,733 | 0.85% | 0.85% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jupiter Topco LLC | History | No change | 499,335 | 21,560 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LONDON CO OF VIRGINIA | History | No change | 474,139 | 20,489 | 0.12% | 0.12% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 474,371 | 20,483 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 470,953 | 20,335 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 427,200 | 18,446 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 416,960 | 18,004 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 415,941 | 17,960 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alberta Investment Management Corp | History | No change | 393,200 | 16,978 | 0.1% | 0.1% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 392,396 | 16,944 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 389,194 | 16,805 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 383,982 | 16,580 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 355,113 | 15,333 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 353,965 | 15,284 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 349,050 | 15,071 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 346,500 | 14,961 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 323,598 | 13,972 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 318,390 | 13,748 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 327,822 | 13,666 | 0.24% | 0.24% | 58 | +2,710 | 0.83% | Q3 2026 | Oct 13, 2026 |
| Legal & General Group Plc | History | No change | 315,701 | 13,631 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 294,131 | 12,700 | 0.16% | 0.16% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 284,598 | 12,288 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Freestone Grove Partners LP | History | No change | 284,038 | 12,264 | 0.08% | 0.08% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 281,841 | 12,169 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 276,325 | 11,931 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GRANDFIELD & DODD, LLC | History | Reduced | 283,416 | 11,815 | 0.63% | 0.67% | 65 | -11,542 | -3.91% | Q3 2026 | Oct 28, 2026 |
| Swiss National Bank | History | No change | 263,300 | 11,369 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 261,117 | 11,275 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 256,368 | 11,069 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Goodman Financial Corp | History | No change | 251,698 | 10,868 | 1.68% | 1.68% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 249,043 | 10,753 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 232,894 | 10,056 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 231,117 | 9,979 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 229,678 | 9,917 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 223,335 | 9,643 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Channing Capital Management, LLC | History | Added to | 229,849 | 9,582 | 0.25% | 0.21% | 75 | +21,063 | 10.09% | Q3 2026 | Nov 02, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 202,601 | 8,748 | 0.25% | 0.25% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 196,568 | 8,487 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 192,251 | 8,301 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 190,803 | 8,192 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 187,016 | 8,075 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Twin Tree Management, LP | History | No change | 182,100 | 7,863 | 0.15% | 0.15% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 172,359 | 7,442 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 170,403 | 7,358 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | No change | 170,336 | 7,355 | 0.07% | 0.07% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHAPIRO CAPITAL MANAGEMENT LLC | History | No change | 169,065 | 7,300 | 0.44% | 0.44% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 158,206 | 6,831 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 156,463 | 6,682 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rodgers Brothers Inc. | History | No change | 152,632 | 6,590 | 0.64% | 0.64% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 151,973 | 6,562 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 143,990 | 6,217 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verition Fund Management LLC | History | No change | 140,823 | 6,080 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| South Dakota Investment Council | History | No change | 138,686 | 5,988 | 0.1% | 0.1% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEAK6 LLC | History | No change | 137,557 | 5,939 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 135,200 | 5,837 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 132,143 | 5,701 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 126,577 | 5,465 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 125,256 | 5,408 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 124,386 | 5,370 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 121,989 | 5,267 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 118,766 | 5,128 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 122,450 | 5,105 | 0.01% | 0.01% | 101 | -11,124 | -8.33% | Q3 2026 | Oct 22, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 122,175 | 5,093 | 0.26% | 0.24% | 102 | -1,342 | -1.09% | Q3 2026 | Oct 23, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 116,000 | 5,008 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 112,833 | 4,872 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 110,403 | 4,767 | 0.06% | 0.06% | 105 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| First Nebraska Trust Co | History | Reduced | 112,599 | 4,692 | 0.39% | 0.43% | 106 | -11,274 | -9.1% | Q3 2026 | Oct 29, 2026 |
| Woodline Partners LP | History | No change | 107,500 | 4,641 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 105,820 | 4,569 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAC Alpha Capital Management, LP | History | No change | 104,103 | 4,495 | 2.11% | 2.11% | 109 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 99,439 | 4,293 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 98,978 | 4,126 | 0.0% | 0.0% | 111 | -72,563 | -42.3% | Q3 2026 | Nov 04, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 95,273 | 4,113 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 95,133 | 4,107 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 98,255 | 4,091 | 0.01% | 0.01% | 114 | -3,273 | -3.22% | Q3 2026 | Nov 05, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | Reduced | 95,860 | 3,996 | 1.71% | 1.66% | 115 | -162 | -0.17% | Q3 2026 | Oct 29, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 88,504 | 3,821 | 0.1% | 0.1% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 88,123 | 3,805 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 83,417 | 3,765 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 85,472 | 3,563 | 0.0% | 0.0% | 119 | -4,641 | -5.15% | Q3 2026 | Nov 02, 2026 |
| Edgestream Partners, L.P. | History | No change | 82,406 | 3,558 | 0.11% | 0.11% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Soviero Asset Management, LP | History | No change | 82,000 | 3,540 | 1.49% | 1.49% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | No change | 80,935 | 3,494 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 83,490 | 3,480 | 0.03% | 0.04% | 123 | -774 | -0.92% | Q3 2026 | Oct 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 76,919 | 3,407 | 0.01% | 0.01% | 124 | -1,010 | -1.3% | Q3 2026 | Oct 13, 2026 |
| VELA Investment Management, LLC | History | No change | 78,694 | 3,398 | 0.74% | 0.74% | 125 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 78,588 | 3,393 | 0.09% | 0.09% | 126 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Empowered Funds, LLC | History | No change | 78,254 | 3,379 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 77,905 | 3,363 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 80,288 | 3,347 | 0.04% | 0.03% | 129 | +8,619 | 12.03% | Q3 2026 | Nov 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 76,523 | 3,304 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 73,628 | 3,179 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 73,240 | 3,095 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | No change | 63,296 | 2,733 | 0.08% | 0.08% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 62,717 | 2,614 | 0.11% | 0.12% | 134 | -2,942 | -4.48% | Q3 2026 | Nov 04, 2026 |
| Brevan Howard Capital Management LP | History | No change | 59,584 | 2,572 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 59,062 | 2,550 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 58,962 | 2,545 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oak Thistle LLC | History | Added to | 60,062 | 2,503 | 0.23% | 0.09% | 138 | +38,358 | 176.73% | Q3 2026 | Oct 21, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 57,189 | 2,469 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 58,600 | 2,443 | 0.04% | 0.04% | 140 | -1,900 | -3.14% | Q3 2026 | Oct 20, 2026 |
| Treasurer of the State of North Carolina | History | No change | 56,184 | 2,426 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEATING INVESTMENT COUNSELORS INC | History | Added to | 58,074 | 2,421 | 0.63% | 0.68% | 142 | +790 | 1.38% | Q3 2026 | Oct 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 55,863 | 2,412 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 55,895 | 2,330 | 0.01% | 0.01% | 144 | +6,401 | 12.93% | Q3 2026 | Oct 20, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 53,943 | 2,329 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 53,600 | 2,314 | 0.11% | 0.11% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 54,306 | 2,264 | 0.01% | 0.01% | 147 | +7,762 | 16.68% | Q3 2026 | Oct 28, 2026 |
| Aquatic Capital Management LLC | History | No change | 52,133 | 2,251 | 0.08% | 0.08% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 50,973 | 2,201 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 48,963 | 2,114 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA HOLDINGS INC | History | No change | 48,054 | 2,074 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 47,223 | 2,039 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 47,185 | 2,037 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 48,589 | 2,025 | 0.01% | 0.01% | 154 | -223 | -0.46% | Q3 2026 | Oct 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 47,899 | 1,996 | 0.02% | 0.02% | 155 | +1,622 | 3.5% | Q3 2026 | Oct 21, 2026 |
| XTX Topco Ltd | History | No change | 45,609 | 1,969 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seven Six Capital Management, LLC | History | No change | 45,250 | 1,953 | 1.78% | 1.78% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 45,081 | 1,879 | 0.01% | 0.01% | 158 | -2,204 | -4.66% | Q3 2026 | Nov 05, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 44,844 | 1,869 | 0.18% | 0.2% | 159 | -2,819 | -5.91% | Q3 2026 | Oct 27, 2026 |
| Expect Equity LLC | History | No change | 42,940 | 1,854 | 1.19% | 1.19% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 42,910 | 1,853 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 42,536 | 1,836 | 0.12% | 0.12% | 162 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Walleye Capital LLC | History | No change | 42,251 | 1,824 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tweedy, Browne Co LLC | History | Added to | 43,417 | 1,810 | 0.15% | 0.12% | 164 | +6,142 | 16.48% | Q3 2026 | Nov 04, 2026 |
| Handelsbanken Fonder AB | History | No change | 41,200 | 1,779 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 42,363 | 1,766 | 0.0% | 0.0% | 166 | -7,192 | -14.51% | Q3 2026 | Nov 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 41,989 | 1,751 | 0.12% | 0.06% | 167 | +22,943 | 120.46% | Q3 2026 | Oct 22, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 37,601 | 1,623 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 37,509 | 1,619 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 38,711 | 1,613 | 0.03% | 0.02% | 170 | +11,988 | 44.86% | Q3 2026 | Nov 05, 2026 |
| ASSETMARK, INC | History | Added to | 38,558 | 1,607 | 0.0% | 0.0% | 171 | +2,323 | 6.41% | Q3 2026 | Oct 21, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 36,968 | 1,596 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| SEI INVESTMENTS CO | History | No change | 36,723 | 1,585 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 36,676 | 1,583 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 37,837 | 1,577 | 0.01% | 0.01% | 175 | -1,467 | -3.73% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 37,394 | 1,558 | 0.02% | 0.02% | 176 | -2,494 | -6.25% | Q3 2026 | Oct 22, 2026 |
| AXQ CAPITAL, LP | History | No change | 36,088 | 1,558 | 0.17% | 0.17% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Walleye Trading LLC | History | No change | 35,794 | 1,545 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 35,764 | 1,544 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arizona State Retirement System | History | Added to | 36,951 | 1,540 | 0.01% | 0.01% | 180 | +758 | 2.09% | Q3 2026 | Nov 03, 2026 |
| US BANCORP \DE\ | History | Reduced | 36,603 | 1,525 | 0.0% | 0.0% | 181 | -176 | -0.48% | Q3 2026 | Nov 05, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 34,700 | 1,498 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 35,562 | 1,482 | 0.0% | 0.0% | 183 | -180,510 | -83.54% | Q3 2026 | Nov 04, 2026 |
| Kintayl Capital LP | History | No change | 34,331 | 1,482 | 0.59% | 0.59% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 35,477 | 1,478 | 0.02% | 0.02% | 185 | -16,820 | -32.16% | Q3 2026 | Oct 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 34,157 | 1,475 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 34,028 | 1,469 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 33,931 | 1,465 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Added to | 34,674 | 1,446 | 0.04% | 0.02% | 189 | +21,476 | 162.72% | Q3 2026 | Oct 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 33,279 | 1,436 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 31,473 | 1,359 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 31,396 | 1,356 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 32,393 | 1,350 | 0.01% | 0.01% | 193 | -349 | -1.07% | Q3 2026 | Nov 03, 2026 |
| Qsemble Capital Management, LP | History | No change | 31,152 | 1,345 | 0.17% | 0.17% | 194 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 32,167 | 1,341 | 0.01% | 0.01% | 195 | +59 | 0.18% | Q3 2026 | Oct 26, 2026 |
| Arax Advisory Partners | History | No change | 31,041 | 1,340 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Texas Yale Capital Corp. | History | No change | 30,825 | 1,331 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Deeter Investments LLP | History | No change | 30,000 | 1,295 | 0.18% | 0.18% | 198 | 0 | 0.0% | Q2 2026 | Oct 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 30,800 | 1,284 | 0.01% | 0.01% | 199 | -600 | -1.91% | Q3 2026 | Oct 29, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 3,715 | 1,102 | 0.35% | 0.35% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 26,190 | 1,092 | 0.0% | 0.0% | 201 | -4,381 | -14.33% | Q3 2026 | Nov 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 24,468 | 1,056 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 24,400 | 1,053 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 24,358 | 1,051 | 0.19% | 0.19% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Investors Research Corp | History | Reduced | 24,937 | 1,039 | 0.18% | 0.2% | 205 | -513 | -2.02% | Q3 2026 | Oct 07, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 24,600 | 1,025 | 0.06% | 0.07% | 206 | -170 | -0.69% | Q3 2026 | Nov 05, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 23,707 | 1,023 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Corient Private Wealth LP | History | No change | 23,522 | 1,015 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Man Group plc | History | No change | 22,292 | 962 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 22,047 | 951 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 21,495 | 928 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ethic Inc. | History | Added to | 21,099 | 879 | 0.01% | 0.01% | 212 | +619 | 3.02% | Q3 2026 | Nov 03, 2026 |
| CHOREO, LLC | History | Reduced | 20,981 | 874 | 0.01% | 0.01% | 213 | -1,438 | -6.41% | Q3 2026 | Oct 28, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 20,261 | 874 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 20,389 | 850 | 0.01% | 0.01% | 215 | -16,611 | -44.89% | Q3 2026 | Nov 05, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 19,427 | 839 | 0.19% | 0.19% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 19,400 | 837 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 20,094 | 837 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 18,389 | 794 | 0.04% | 0.04% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Havemeyer Place LP | History | No change | 18,242 | 787 | 0.08% | 0.08% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 18,780 | 782 | 0.01% | 0.02% | 221 | -623 | -3.21% | Q3 2026 | Nov 03, 2026 |
| Merit Financial Group, LLC | History | No change | 18,117 | 782 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 17,675 | 763 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MEYER HANDELMAN CO | History | Reduced | 18,188 | 758 | 0.02% | 0.03% | 224 | -8,945 | -32.97% | Q3 2026 | Oct 28, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 16,134 | 752 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALLSTATE CORP | History | No change | 17,227 | 743 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 13,796 | 742 | 0.01% | 0.02% | 227 | -2,296 | -14.27% | Q3 2026 | Oct 26, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Reduced | 17,811 | 742 | 0.31% | 0.34% | 228 | -212 | -1.18% | Q3 2026 | Oct 15, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 17,620 | 734 | 0.25% | 0.2% | 229 | +905 | 5.41% | Q3 2026 | Oct 26, 2026 |
| Modern Wealth Management, LLC | History | No change | 16,948 | 731 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 16,917 | 730 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 16,919 | 730 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 16,790 | 724 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 16,744 | 723 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Unifi Asset Management LP | History | No change | 16,600 | 716 | 0.28% | 0.28% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 16,262 | 702 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Trust Co | History | Reduced | 16,824 | 701 | 0.01% | 0.01% | 237 | -261 | -1.53% | Q3 2026 | Oct 22, 2026 |
| Sanctuary Advisors, LLC | History | No change | 16,129 | 696 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 16,081 | 694 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 15,890 | 686 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 15,816 | 682 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 16,000 | 667 | 0.0% | — | 242 | +16,000 | New | Q3 2026 | Nov 02, 2026 |
| Camelot Portfolios, LLC | History | No change | 15,000 | 647 | 0.45% | 0.45% | 243 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 14,882 | 642 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 14,586 | 629 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 14,565 | 628 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | No change | 14,541 | 627 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carson Advisory Inc. | History | No change | 14,370 | 620 | 0.28% | 0.28% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 14,733 | 614 | 0.0% | 0.0% | 249 | +6,762 | 84.83% | Q3 2026 | Oct 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 14,028 | 606 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | No change | 13,986 | 603 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 14,430 | 601 | 0.01% | 0.04% | 252 | -31,668 | -68.7% | Q3 2026 | Oct 16, 2026 |
| Trexquant Investment LP | History | No change | 13,760 | 594 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 13,726 | 572 | 0.07% | 0.08% | 254 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Revisor Wealth Management LLC | History | Added to | 11,696 | 557 | 0.14% | 0.12% | 255 | +56 | 0.48% | Q3 2026 | Oct 20, 2026 |
| Janney Montgomery Scott LLC | History | No change | 12,687 | 548 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 12,500 | 539 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC Asset Management Inc | History | Reduced | 12,812 | 534 | 0.0% | 0.0% | 258 | -292 | -2.23% | Q3 2026 | Nov 05, 2026 |
| Squarepoint Ops LLC | History | No change | 12,300 | 531 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 12,248 | 510 | 0.0% | 0.0% | 260 | -1,500 | -10.91% | Q3 2026 | Nov 02, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 12,034 | 501 | 0.05% | 0.05% | 261 | -397 | -3.19% | Q3 2026 | Oct 22, 2026 |
| Qube Research & Technologies Ltd | History | No change | 11,400 | 492 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 11,176 | 482 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 11,174 | 482 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALKEME WEALTH, LLC | History | Reduced | 11,537 | 480 | 0.18% | 0.2% | 265 | -825 | -6.67% | Q3 2026 | Oct 07, 2026 |
| Bull Harbor Capital LLC | History | No change | 10,940 | 472 | 0.09% | 0.09% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | No change | 10,901 | 470 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CenterBook Partners LP | History | New | 11,185 | 466 | 0.02% | — | 268 | +11,185 | New | Q3 2026 | Nov 02, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 10,359 | 447 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 9,311 | 446 | 0.08% | 0.08% | 270 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| First National Advisers, LLC | History | No change | 10,255 | 442 | 0.06% | 0.06% | 271 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sivia Capital Partners, LLC | History | No change | 10,119 | 436 | 0.05% | 0.05% | 272 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| &PARTNERS | History | No change | 9,658 | 417 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 9,599 | 400 | 0.0% | 0.0% | 274 | -317 | -3.2% | Q3 2026 | Nov 03, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 8,030 | 397 | 0.01% | 0.01% | 275 | +1,254 | 18.51% | Q3 2026 | Oct 09, 2026 |
| Sterling Capital Management LLC | History | Added to | 9,478 | 395 | 0.01% | 0.0% | 276 | +4,217 | 80.16% | Q3 2026 | Oct 22, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 9,126 | 394 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 9,310 | 388 | 0.13% | 0.14% | 278 | -123 | -1.3% | Q3 2026 | Nov 05, 2026 |
| XPONANCE LLC | History | Reduced | 9,285 | 387 | 0.0% | 0.0% | 279 | -178 | -1.88% | Q3 2026 | Nov 03, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 9,214 | 384 | 0.15% | 0.14% | 280 | +1,180 | 14.69% | Q3 2026 | Oct 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 9,100 | 379 | 0.0% | 0.01% | 281 | -14,000 | -60.61% | Q3 2026 | Oct 28, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 8,995 | 375 | 0.18% | — | 282 | +8,995 | New | Q3 2026 | Oct 27, 2026 |
| Krilogy Financial LLC | History | Reduced | 7,366 | 369 | 0.01% | 0.01% | 283 | -313 | -4.08% | Q3 2026 | Oct 13, 2026 |
| CastleKnight Management LP | History | No change | 8,400 | 362 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 8,375 | 361 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 8,621 | 359 | 0.0% | 0.0% | 286 | -19 | -0.22% | Q3 2026 | Nov 05, 2026 |
| AlphaCore Capital LLC | History | Added to | 8,471 | 353 | 0.01% | 0.0% | 287 | +3,724 | 78.45% | Q3 2026 | Nov 04, 2026 |
| Park Place Capital Corp | History | No change | 7,864 | 339 | 0.05% | 0.05% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bridgewater Associates, LP | History | No change | 7,719 | 333 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 111 Capital | History | New | 7,932 | 330 | 0.05% | — | 290 | +7,932 | New | Q3 2026 | Nov 03, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 7,554 | 326 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 7,815 | 325 | 0.0% | 0.0% | 292 | -3 | -0.04% | Q3 2026 | Oct 14, 2026 |
| State of Wyoming | History | Reduced | 7,679 | 320 | 0.02% | 0.04% | 293 | -2,347 | -23.41% | Q3 2026 | Oct 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 7,406 | 319 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 7,260 | 313 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 7,233 | 312 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Argyle Capital Management, LLC | History | No change | 7,375 | 307 | 0.09% | 0.09% | 297 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Jump Financial, LLC | History | No change | 7,124 | 307 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 7,350 | 306 | 0.0% | 0.0% | 299 | -1,631 | -18.16% | Q3 2026 | Oct 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 6,990 | 301 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 6,971 | 301 | 0.02% | 0.02% | 301 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 7,200 | 300 | 0.2% | 0.19% | 302 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Waverly Advisors, LLC | History | No change | 6,914 | 298 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Utah Retirement Systems | History | No change | 6,882 | 297 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 5,200 | 294 | 0.03% | 0.03% | 305 | +577 | 12.48% | Q3 2026 | Nov 04, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 7,000 | 291 | 0.0% | 0.0% | 306 | -3,860 | -35.54% | Q3 2026 | Oct 27, 2026 |
| Advisory Services Network, LLC | History | No change | 6,701 | 289 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CI INVESTMENTS INC. | History | No change | 6,653 | 287 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DnB Asset Management AS | History | No change | 6,612 | 285 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,737 | 280 | 0.0% | 0.0% | 310 | +475 | 7.59% | Q3 2026 | Oct 16, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 6,437 | 277 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KTF INVESTMENTS, LLC | History | No change | 6,654 | 277 | 0.03% | 0.03% | 312 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,616 | 275 | 0.0% | 0.01% | 313 | -233 | -3.4% | Q3 2026 | Oct 16, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 6,373 | 275 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 6,559 | 273 | 0.02% | 0.02% | 315 | +63 | 0.97% | Q3 2026 | Oct 26, 2026 |
| Summit Global Investments | History | New | 6,506 | 271 | 0.01% | — | 317 | +6,506 | New | Q3 2026 | Oct 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,286 | 271 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 6,328 | 263 | 0.01% | 0.01% | 318 | -116 | -1.8% | Q3 2026 | Nov 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 6,062 | 261 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 6,218 | 259 | 0.01% | 0.01% | 320 | +60 | 0.97% | Q3 2026 | Oct 13, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 6,234 | 259 | 0.17% | 0.17% | 321 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Fieldview Capital Management, LLC | History | No change | 5,967 | 257 | 0.07% | 0.07% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | New | 5,172 | 255 | 0.01% | — | 323 | +5,172 | New | Q3 2026 | Oct 09, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 5,930 | 247 | 0.04% | 0.03% | 325 | +1,261 | 27.01% | Q3 2026 | Oct 07, 2026 |
| CENTRAL TRUST Co | History | Added to | 5,939 | 247 | 0.0% | 0.0% | 324 | +907 | 18.02% | Q3 2026 | Nov 05, 2026 |
| NATIXIS | History | No change | 5,716 | 246 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, LLC | History | No change | 5,663 | 246 | 0.02% | 0.02% | 327 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 5,892 | 245 | 0.01% | 0.01% | 328 | +10 | 0.17% | Q3 2026 | Oct 15, 2026 |
| GROUPAMA ASSET MANAGMENT | History | No change | 5,554 | 244 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 5,816 | 242 | 0.0% | — | 331 | +5,816 | New | Q3 2026 | Oct 21, 2026 |
| SYON CAPITAL LLC | History | No change | 5,613 | 242 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 5,803 | 241 | 0.04% | 0.04% | 332 | -53 | -0.91% | Q3 2026 | Oct 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,577 | 240 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | No change | 5,556 | 239 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 5,622 | 234 | 0.01% | 0.01% | 335 | -5,035 | -47.25% | Q3 2026 | Nov 05, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 5,350 | 231 | 0.09% | 0.09% | 336 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Landmark Wealth Management, LLC | History | No change | 5,500 | 229 | 0.06% | 0.06% | 337 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,478 | 228 | 0.0% | 0.0% | 338 | -2,901 | -34.62% | Q3 2026 | Oct 30, 2026 |
| Lido Advisors, LLC | History | New | 5,458 | 227 | 0.0% | — | 340 | +5,458 | New | Q3 2026 | Nov 04, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 5,452 | 227 | 0.0% | 0.0% | 339 | -92 | -1.66% | Q3 2026 | Nov 05, 2026 |
| Nykredit A/S | History | No change | 5,226 | 225 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Hardy Reed LLC | History | No change | 5,193 | 224 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMERCE BANK | History | No change | 5,184 | 223 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUB Investment Partners, LLC | History | New | 5,317 | 221 | 0.0% | — | 344 | +5,317 | New | Q3 2026 | Nov 03, 2026 |
| INCEPTIONR LLC | History | No change | 5,044 | 217 | 0.05% | 0.05% | 345 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 5,038 | 216 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 4,993 | 215 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,972 | 214 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 5,120 | 213 | 0.05% | 0.04% | 349 | +2,440 | 91.04% | Q3 2026 | Oct 16, 2026 |
| Parcion Private Wealth LLC | History | Added to | 5,102 | 212 | 0.01% | 0.01% | 350 | +47 | 0.93% | Q3 2026 | Oct 28, 2026 |
| Curated Wealth Partners LLC | History | New | 5,076 | 211 | 0.02% | — | 351 | +5,076 | New | Q3 2026 | Oct 15, 2026 |
| Empirical Finance, LLC | History | No change | 4,881 | 210 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,017 | 209 | 0.0% | 0.0% | 353 | +1,024 | 25.64% | Q3 2026 | Oct 08, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,835 | 208 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 4,983 | 207 | 0.0% | 0.0% | 355 | -168 | -3.26% | Q3 2026 | Oct 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,772 | 206 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 4,703 | 203 | 0.02% | 0.02% | 357 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 4,700 | 202 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| denkapparat Operations GmbH | History | No change | 4,652 | 200 | 0.07% | 0.07% | 359 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KBC Group NV | History | Added to | 4,555 | 190 | 0.0% | 0.0% | 360 | +846 | 22.81% | Q3 2026 | Oct 22, 2026 |
| GAMMA Investing LLC | History | Added to | 4,408 | 183 | 0.01% | 0.0% | 361 | +1,631 | 58.73% | Q3 2026 | Oct 08, 2026 |
| Horizon Investments, LLC | History | No change | 4,180 | 179 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 4,057 | 175 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 3,700 | 154 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FEDERATED HERMES, INC. | History | No change | 3,498 | 151 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,385 | 146 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,252 | 135 | 0.01% | 0.01% | 367 | +86 | 2.72% | Q3 2026 | Oct 27, 2026 |
| Inspire Investing, LLC | History | Reduced | 3,095 | 129 | 0.01% | 0.03% | 368 | -16,036 | -83.82% | Q3 2026 | Oct 22, 2026 |
| Leonteq Securities AG | History | Added to | 2,464 | 102 | 0.0% | 0.0% | 369 | +168 | 7.32% | Q3 2026 | Oct 29, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 2,349 | 101 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,205 | 95 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,197 | 94 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 2,152 | 92 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Added to | 2,156 | 89 | 0.04% | 0.04% | 374 | +14 | 0.65% | Q3 2026 | Oct 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 2,001 | 82 | 0.0% | 0.0% | 375 | +994 | 98.71% | Q3 2026 | Nov 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,871 | 80 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SWAN Capital LLC | History | No change | 1,825 | 78 | 0.03% | 0.03% | 377 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REXFORD CAPITAL INC | History | No change | 1,785 | 77 | 0.05% | 0.05% | 378 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STRS OHIO | History | Reduced | 1,812 | 75 | 0.0% | 0.0% | 379 | -1,344 | -42.59% | Q3 2026 | Oct 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,813 | 75 | 0.01% | 0.01% | 380 | +741 | 69.12% | Q3 2026 | Oct 26, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,722 | 74 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,727 | 74 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,642 | 68 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Root Financial Partners, LLC | History | New | 1,593 | 66 | 0.0% | — | 384 | +1,593 | New | Q3 2026 | Oct 21, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | New | 1,374 | 57 | 0.01% | — | 385 | +1,374 | New | Q3 2026 | Oct 13, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 1,364 | 56 | 0.02% | 0.02% | 386 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 1,283 | 56 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 1,335 | 55 | 0.0% | 0.0% | 388 | +63 | 4.95% | Q3 2026 | Oct 22, 2026 |
| Quent Capital, LLC | History | No change | 1,268 | 54 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 1,248 | 52 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1,217 | 52 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | Added to | 1,209 | 50 | 0.0% | 0.0% | 392 | +20 | 1.68% | Q3 2026 | Nov 05, 2026 |
| CoreFirst Bank & Trust | History | No change | 1,173 | 50 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,058 | 44 | 0.01% | 0.01% | 394 | -86 | -7.52% | Q3 2026 | Oct 13, 2026 |
| Kimelman & Baird, LLC | History | No change | 999 | 41 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 924 | 38 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 839 | 34 | 0.0% | 0.0% | 397 | +14 | 1.7% | Q3 2026 | Nov 03, 2026 |
| Truvestments Capital LLC | History | No change | 803 | 34 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bell Investment Advisors, Inc | History | No change | 837 | 34 | 0.0% | 0.01% | 399 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Meramec Financial Planners, LLC | History | No change | 654 | 34 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quarry LP | History | No change | 766 | 33 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 746 | 32 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Pflug Koory, LLC | History | No change | 774 | 32 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Banque de Luxembourg S.A. | History | No change | 779 | 32 | 0.01% | 0.02% | 404 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 690 | 29 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 649 | 28 | 0.0% | — | 408 | +634 | 4226.67% | Q3 2026 | Nov 04, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 683 | 28 | 0.0% | 0.0% | 406 | -112 | -14.09% | Q3 2026 | Oct 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 623 | 28 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 666 | 28 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elyxium Wealth, LLC | History | New | 626 | 26 | 0.0% | — | 415 | +626 | New | Q3 2026 | Oct 27, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 635 | 26 | 0.0% | 0.0% | 412 | -27 | -4.08% | Q3 2026 | Oct 21, 2026 |
| Asset Dedication, LLC | History | Reduced | 631 | 26 | 0.0% | 0.0% | 411 | -10 | -1.56% | Q3 2026 | Nov 02, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 617 | 26 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| City State Bank | History | No change | 629 | 26 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Lummis Asset Management, LP | History | No change | 500 | 26 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 579 | 25 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Security National Bank | History | No change | 612 | 25 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Kennebec Savings Bank | History | No change | 600 | 25 | 0.02% | 0.02% | 418 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Heritage Family Offices, LLP | History | New | 593 | 24 | 0.01% | — | 419 | +593 | New | Q3 2026 | Nov 02, 2026 |
| Versant Capital Management, Inc | History | Added to | 553 | 23 | 0.0% | 0.0% | 420 | +121 | 28.01% | Q3 2026 | Oct 01, 2026 |
| Colonial Trust Co / SC | History | No change | 547 | 23 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MOTCO | History | No change | 519 | 22 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 533 | 22 | 0.01% | 0.02% | 423 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 515 | 21 | 0.0% | — | 426 | +502 | 3861.54% | Q3 2026 | Oct 30, 2026 |
| ST GERMAIN D J CO INC | History | No change | 503 | 21 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 500 | 21 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hartford Financial Management Inc. | History | No change | 466 | 19 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Global X Japan Co., Ltd. | History | No change | 465 | 19 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 442 | 18 | 0.0% | 0.0% | 429 | -21 | -4.54% | Q3 2026 | Oct 05, 2026 |
| Continuum Advisory, LLC | History | No change | 384 | 16 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 376 | 15 | 0.0% | 0.0% | 431 | +304 | 422.22% | Q3 2026 | Oct 28, 2026 |
| Trust Co | History | No change | 362 | 15 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| IFS Advisors, LLC | History | New | 337 | 14 | 0.0% | — | 434 | +337 | New | Q3 2026 | Oct 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 339 | 14 | 0.0% | 0.0% | 433 | -80 | -19.09% | Q3 2026 | Oct 23, 2026 |
| Smithfield Trust Co | History | No change | 318 | 13 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 333 | 13 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Lavaca Capital LLC | History | No change | 305 | 13 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 333 | 13 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Basepoint Wealth LLC | History | No change | 311 | 13 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BFC Planning, Inc. | History | No change | 305 | 13 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 307 | 12 | 0.0% | — | 443 | +307 | New | Q3 2026 | Oct 29, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 290 | 12 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bogart Wealth, LLC | History | No change | 279 | 12 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 275 | 11 | 0.01% | — | 449 | +275 | New | Q3 2026 | Oct 27, 2026 |
| Triumph Capital Management | History | Added to | 269 | 11 | 0.0% | 0.0% | 446 | +2 | 0.75% | Q3 2026 | Oct 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 266 | 11 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| IFG Advisory, LLC | History | No change | 266 | 11 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 266 | 11 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 285 | 11 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Canton Hathaway, LLC | History | New | 250 | 10 | 0.0% | — | 452 | +250 | New | Q3 2026 | Oct 23, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 255 | 10 | 0.0% | 0.0% | 451 | +149 | 140.57% | Q3 2026 | Oct 19, 2026 |
| Covestor Ltd | History | Added to | 242 | 10 | 0.01% | 0.0% | 450 | +47 | 24.1% | Q3 2026 | Oct 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 228 | 9 | 0.0% | 0.0% | 453 | -195 | -46.1% | Q3 2026 | Oct 28, 2026 |
| Bare Financial Services, Inc | History | Added to | 238 | 9 | 0.0% | 0.0% | 455 | +51 | 27.27% | Q3 2026 | Nov 04, 2026 |
| MTM Investment Management, LLC | History | No change | 233 | 9 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 223 | 9 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hickory Point Bank & Trust | History | No change | 218 | 9 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Crews Bank & Trust | History | No change | 216 | 9 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 211 | 9 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 192 | 8 | 0.0% | 0.0% | 461 | -283 | -59.58% | Q3 2026 | Oct 07, 2026 |
| Rossby Financial, LCC | History | Reduced | 204 | 8 | 0.0% | 0.0% | 462 | -92 | -31.08% | Q3 2026 | Nov 05, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 200 | 8 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 183 | 7 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 183 | 7 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| WHITTIER TRUST CO | History | No change | 173 | 7 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 176 | 7 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 182 | 7 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CVA Family Office, LLC | History | No change | 170 | 7 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 177 | 7 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 171 | 7 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 150 | 6 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 143 | 6 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EASTERN BANK | History | No change | 159 | 6 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Hanson & Doremus Investment Management | History | No change | 133 | 6 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Parkside Financial Bank & Trust | History | No change | 151 | 6 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Front Row Advisors LLC | History | No change | 120 | 6 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 150 | 6 | 0.0% | 0.01% | 477 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 127 | 5 | 0.0% | 0.0% | 483 | +1 | 0.79% | Q3 2026 | Oct 16, 2026 |
| HM PAYSON & CO | History | No change | 116 | 5 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Clearstead Trust, LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 133 | 5 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Millstone Evans Group, LLC | History | No change | 134 | 5 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 141 | 5 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Fortitude Family Office, LLC | History | Added to | 105 | 4 | 0.0% | 0.0% | 491 | +10 | 10.53% | Q3 2026 | Oct 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 119 | 4 | 0.0% | 0.0% | 486 | +8 | 7.21% | Q3 2026 | Nov 03, 2026 |
| Manchester Capital Management LLC | History | Added to | 107 | 4 | 0.0% | 0.0% | 485 | +6 | 5.94% | Q3 2026 | Oct 22, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 107 | 4 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Oakworth Capital, Inc. | History | No change | 110 | 4 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Grove Bank & Trust | History | No change | 100 | 4 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Activest Wealth Management | History | No change | 109 | 4 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Coston, McIsaac & Partners | History | No change | 100 | 4 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| JPL Wealth Management, LLC | History | No change | 105 | 4 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 81 | 3 | 0.0% | 0.0% | 494 | -60 | -42.55% | Q3 2026 | Oct 20, 2026 |
| MATHER GROUP, LLC. | History | Added to | 80 | 3 | 0.0% | 0.0% | 495 | +15 | 23.08% | Q3 2026 | Oct 14, 2026 |
| TSFG, LLC | History | No change | 68 | 3 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| High Note Wealth, LLC | History | No change | 87 | 3 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Westfuller Advisors, LLC | History | No change | 71 | 3 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 53 | 2 | 0.0% | 0.0% | 504 | -66 | -55.46% | Q3 2026 | Oct 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 64 | 2 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 51 | 2 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 54 | 2 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SRH ADVISORS, LLC | History | No change | 54 | 2 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 67 | 2 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 66 | 2 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Caldwell Trust Co | History | No change | 66 | 2 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 50 | 2 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 47 | 1 | 0.0% | 0.0% | 515 | +17 | 56.67% | Q3 2026 | Oct 27, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 28 | 1 | 0.0% | — | 513 | +6 | 27.27% | Q3 2026 | Nov 03, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 45 | 1 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Morse Asset Management, Inc | History | No change | 33 | 1 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Cromwell Holdings LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Accordant Advisory Group Inc | History | No change | 41 | 1 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Ankerstar Wealth, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Ares Financial Consulting, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Montgomery Financial Services LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -169,000 | -100.0% | Q3 2026 | Oct 15, 2026 |
| IPG Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -24,270 | -100.0% | Q3 2026 | Oct 29, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Closed out | 0 | 0 | — | 0.02% | — | -18,475 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Gallacher Capital Management LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -13,656 | -100.0% | Q3 2026 | Oct 29, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,503 | -100.0% | Q3 2026 | Nov 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,680 | -100.0% | Q3 2026 | Oct 26, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -8,268 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Indivisible Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -8,189 | -100.0% | Q3 2026 | Oct 26, 2026 |
| IRON Financial LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,414 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,858 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Arnhold LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,717 | -100.0% | Q3 2026 | Oct 26, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -737 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -450 | -98.25% | Q3 2026 | Oct 15, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q3 2026 | Oct 28, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -433 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -373 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 2 | 0 | — | 0.0% | — | -276 | -99.28% | Q3 2026 | Oct 07, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -221 | -100.0% | Q3 2026 | Oct 26, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q3 2026 | Oct 13, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q3 2026 | Oct 21, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Nov 03, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q3 2026 | Oct 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 21 | 0 | — | 0.0% | — | -35 | -62.5% | Q3 2026 | Nov 04, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2026 | Nov 04, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 23 | 0 | — | — | — | +22 | 2200.0% | Q3 2026 | Nov 05, 2026 |
| Ascentis Wealth Management, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q3 2026 | Nov 03, 2026 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Sunrise Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 21 | 0 | — | — | — | +12 | 133.33% | Q3 2026 | Oct 07, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 23, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Nov 03, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 11 | 0 | — | — | — | -8 | -42.11% | Q3 2026 | Oct 13, 2026 |
| BFSG, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 30, 2026 |
| UMB Private Wealth Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 19, 2026 |
| Abound Wealth Management | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 26, 2026 |
| Blue Trust, Inc. | History | Reduced | 9 | 0 | — | — | — | -5 | -35.71% | Q3 2026 | Oct 15, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 15, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 17 | 0 | — | — | — | -4 | -19.05% | Q3 2026 | Oct 13, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 26, 2026 |
| Davis Capital Management | History | Added to | 11 | 0 | — | — | — | +3 | 37.5% | Q3 2026 | Oct 08, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q3 2026 | Oct 28, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q3 2026 | Oct 27, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 19 | 0 | — | — | — | -1 | -5.0% | Q3 2026 | Oct 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 29, 2026 |
| GK Wealth Management LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 09, 2026 |
| FIRST HORIZON CORP | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MACQUARIE GROUP LTD | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Fortis Group Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Evolution Advisers, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Valued Wealth Advisors LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Rakuten Securities, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Sachetta, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Wealth Management Group, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| LRI Investments, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Noble Wealth Management PBC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Kilter Group LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WPG Advisers, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HFM Investment Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MidFirst Bank | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Planning Strategies Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |