Moelis & Co - MC
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 | 9,057,944 | 592,570 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 5,412,938 | 354,114 | 1.1% | 1.1% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 4,487,258 | 293,556 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,351,361 | 219,246 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 3,044,858 | 199,194 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,955,235 | 193,331 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LONDON CO OF VIRGINIA | History | No change | 2,791,199 | 182,600 | 1.04% | 1.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,359,476 | 154,379 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,344,828 | 153,397 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 2,334,025 | 134,253 | 1.0% | 1.39% | 10 | -912,568 | -28.11% | Q3 2026 | Oct 13, 2026 |
| HighTower Advisors, LLC | History | No change | 1,843,458 | 120,599 | 0.12% | 0.12% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 1,721,484 | 112,620 | 0.13% | 0.13% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,709,578 | 110,233 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Asset Management, LLC | History | No change | 1,667,157 | 109,065 | 1.3% | 1.3% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | History | No change | 1,503,334 | 98,348 | 3.62% | 3.62% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,267,442 | 82,916 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,426,132 | 82,034 | 0.01% | 0.02% | 17 | +80,618 | 5.99% | Q3 2026 | Nov 04, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 1,215,510 | 79,519 | 0.12% | 0.12% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Channing Capital Management, LLC | History | Reduced | 1,281,707 | 73,723 | 1.93% | 2.02% | 19 | -56,527 | -4.22% | Q3 2026 | Nov 02, 2026 |
| Fisher Asset Management, LLC | History | No change | 1,037,894 | 67,899 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,000,415 | 65,447 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Heard Capital LLC | History | No change | 979,810 | 64,099 | 2.74% | 2.74% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 968,210 | 63,340 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 930,431 | 60,868 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 864,683 | 56,567 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 791,833 | 50,031 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 758,344 | 49,610 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 752,349 | 49,218 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 656,429 | 42,943 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 643,712 | 42,111 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 534,677 | 34,978 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 533,542 | 34,904 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EMERALD ADVISERS, LLC | History | No change | 531,883 | 34,795 | 0.82% | 0.82% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 524,027 | 34,281 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Junto Capital Management LP | History | No change | 481,954 | 31,529 | 0.55% | 0.55% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 445,789 | 29,163 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 503,899 | 28,984 | 0.15% | 0.14% | 37 | +91,746 | 22.26% | Q3 2026 | Oct 15, 2026 |
| NORGES BANK | History | No change | 433,073 | 28,331 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 430,844 | 28,185 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 424,508 | 27,771 | 0.22% | 0.22% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 415,005 | 27,149 | 0.17% | 0.17% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 397,569 | 26,008 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 437,992 | 25,193 | 2.3% | 2.47% | 43 | -21,698 | -4.72% | Q3 2026 | Oct 28, 2026 |
| Woodline Partners LP | History | No change | 383,317 | 25,076 | 0.08% | 0.08% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 342,644 | 22,415 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 342,465 | 22,404 | 0.79% | 0.79% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Added to | 386,250 | 22,217 | 3.33% | 3.6% | 47 | +19,174 | 5.22% | Q3 2026 | Oct 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 337,349 | 22,069 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 321,051 | 21,003 | 0.06% | 0.06% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 359,027 | 20,651 | 0.01% | 0.01% | 50 | -4,623 | -1.27% | Q3 2026 | Nov 02, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 288,900 | 18,899 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 284,910 | 18,638 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 272,492 | 17,826 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 255,553 | 16,718 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 247,502 | 16,193 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 286,161 | 16,102 | 0.02% | 0.03% | 56 | +2,276 | 0.8% | Q3 2026 | Oct 13, 2026 |
| Invesco Ltd. | History | No change | 229,255 | 14,997 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prana Capital Management, LP | History | No change | 219,265 | 14,344 | 0.44% | 0.44% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 209,626 | 13,713 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | No change | 201,323 | 13,170 | 0.67% | 0.67% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 198,144 | 12,962 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legal & General Group Plc | History | No change | 194,336 | 12,713 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 191,599 | 12,534 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Penn Capital Management Company, LLC | History | Reduced | 207,495 | 11,954 | 0.87% | 0.87% | 64 | -2,569 | -1.22% | Q3 2026 | Nov 04, 2026 |
| RHUMBLINE ADVISERS | History | No change | 180,413 | 11,802 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 179,466 | 11,740 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WINSLOW ASSET MANAGEMENT INC | History | No change | 164,918 | 10,789 | 1.88% | 1.88% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 157,760 | 10,320 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 150,866 | 9,869 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 147,300 | 9,636 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 141,768 | 9,274 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Longaeva Partners L.P. | History | No change | 138,324 | 9,049 | 0.2% | 0.2% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 135,698 | 8,877 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 123,765 | 8,096 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Eagle Investment Management, LLC | History | No change | 110,000 | 7,196 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pier Capital, LLC | History | No change | 104,681 | 6,848 | 0.91% | 0.91% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Empowered Funds, LLC | History | No change | 100,128 | 6,550 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 99,722 | 6,524 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 94,367 | 6,173 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 99,343 | 5,662 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 85,488 | 5,592 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| FEDERATED HERMES, INC. | History | No change | 85,252 | 5,577 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Palisades Investment Partners, LLC | History | Added to | 96,142 | 5,530 | 1.61% | 1.57% | 83 | +11,642 | 13.78% | Q3 2026 | Nov 03, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 82,564 | 5,401 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Callan Family Office, LLC | History | No change | 81,327 | 5,320 | 0.1% | 0.1% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 81,146 | 5,309 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 77,150 | 5,047 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXIOM INVESTORS LLC /DE | History | No change | 76,770 | 5,022 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Interval Partners, LP | History | No change | 76,000 | 4,971 | 0.13% | 0.13% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 69,982 | 4,578 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 69,052 | 4,517 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 68,711 | 4,495 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 67,660 | 4,431 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 66,443 | 4,346 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EFG International AG | History | No change | 63,816 | 4,175 | 0.08% | 0.08% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 62,302 | 4,075 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 70,599 | 4,060 | 0.01% | 0.01% | 97 | +8,448 | 13.59% | Q3 2026 | Oct 28, 2026 |
| Hilton Capital Management, LLC | History | No change | 58,226 | 3,809 | 0.26% | 0.26% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Corient Private Wealth LP | History | No change | 58,232 | 3,809 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 58,131 | 3,802 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK CIRCLE Co | History | No change | 49,876 | 3,262 | 2.78% | 2.78% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 49,863 | 3,262 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 56,436 | 3,246 | 0.03% | 0.04% | 103 | -15,553 | -21.6% | Q3 2026 | Oct 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 48,839 | 3,195 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 48,749 | 3,189 | 0.16% | 0.16% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Walleye Capital LLC | History | No change | 47,938 | 3,136 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALPS ADVISORS INC | History | Reduced | 53,043 | 3,051 | 0.01% | 0.03% | 107 | -41,661 | -43.99% | Q3 2026 | Nov 02, 2026 |
| GABELLI FUNDS LLC | History | No change | 45,950 | 3,006 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 44,982 | 2,942 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 45,055 | 2,941 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 43,918 | 2,873 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Odyssean, LLC | History | No change | 43,912 | 2,872 | 0.47% | 0.47% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 43,349 | 2,835 | 0.1% | 0.1% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAMCO INC /NY/ | History | No change | 43,050 | 2,816 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 41,597 | 2,721 | 0.08% | 0.08% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Wealth, LLC | History | No change | 40,439 | 2,645 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 44,976 | 2,587 | 0.11% | 0.15% | 117 | +1,128 | 2.57% | Q3 2026 | Oct 26, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 39,264 | 2,568 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STACKSTONE WEALTH, LLC | History | New | 44,530 | 2,561 | 0.25% | — | 119 | +44,530 | New | Q3 2026 | Oct 19, 2026 |
| FIFTH THIRD BANCORP | History | No change | 38,509 | 2,519 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 38,242 | 2,501 | 0.1% | 0.1% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 38,172 | 2,497 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 42,160 | 2,425 | 0.03% | 0.04% | 123 | -10,881 | -20.51% | Q3 2026 | Oct 27, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 36,501 | 2,387 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 34,775 | 2,274 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 34,626 | 2,265 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 34,412 | 2,251 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 33,435 | 2,187 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 33,300 | 2,178 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 32,960 | 2,156 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | No change | 32,127 | 2,101 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 31,483 | 2,059 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 30,994 | 2,027 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 29,687 | 1,942 | 0.1% | 0.1% | 134 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 28,514 | 1,865 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 31,600 | 1,817 | 0.03% | 0.03% | 136 | -1,000 | -3.07% | Q3 2026 | Oct 20, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 27,656 | 1,809 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 27,541 | 1,801 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Moran Wealth Management, LLC | History | Added to | 30,419 | 1,749 | 0.05% | 0.05% | 139 | +10 | 0.03% | Q3 2026 | Oct 22, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 26,417 | 1,728 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 26,051 | 1,704 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Salvus Wealth Management, LLC | History | Reduced | 28,928 | 1,663 | 0.95% | 1.09% | 142 | -761 | -2.56% | Q3 2026 | Oct 13, 2026 |
| STRS OHIO | History | Added to | 27,600 | 1,587 | 0.01% | 0.0% | 143 | +7,900 | 40.1% | Q3 2026 | Oct 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 23,124 | 1,512 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 22,274 | 1,457 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TWINBEECH CAPITAL LP | History | No change | 22,269 | 1,456 | 0.26% | 0.26% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 25,210 | 1,450 | 0.1% | 0.1% | 147 | +1,769 | 7.55% | Q3 2026 | Oct 22, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 24,992 | 1,437 | 0.01% | 0.02% | 148 | -12,289 | -32.96% | Q3 2026 | Oct 15, 2026 |
| Cerity Partners LLC | History | No change | 21,669 | 1,417 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 20,125 | 1,316 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 20,030 | 1,310 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 22,604 | 1,300 | 0.0% | 0.0% | 152 | -470 | -2.04% | Q3 2026 | Oct 22, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 19,557 | 1,279 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 19,266 | 1,260 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 19,164 | 1,253 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 19,006 | 1,243 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 18,895 | 1,236 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BARCLAYS PLC | History | No change | 18,512 | 1,211 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 18,483 | 1,209 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 20,956 | 1,205 | 0.01% | 0.01% | 161 | +693 | 3.42% | Q3 2026 | Nov 03, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 18,428 | 1,205 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 18,349 | 1,200 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 17,746 | 1,160 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IMC-Chicago, LLC | History | No change | 17,693 | 1,157 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 17,471 | 1,143 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 19,792 | 1,138 | 0.01% | 0.01% | 166 | -546 | -2.68% | Q3 2026 | Oct 15, 2026 |
| XTX Topco Ltd | History | No change | 17,310 | 1,132 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 19,655 | 1,130 | 0.01% | 0.02% | 168 | -945 | -4.59% | Q3 2026 | Oct 22, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 19,562 | 1,125 | 0.03% | 0.04% | 169 | -963 | -4.69% | Q3 2026 | Oct 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 19,243 | 1,107 | 0.01% | 0.01% | 170 | -762 | -3.81% | Q3 2026 | Oct 23, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 16,596 | 1,085 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 16,300 | 1,066 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | History | Added to | 18,238 | 1,049 | 0.08% | 0.09% | 173 | +565 | 3.2% | Q3 2026 | Oct 22, 2026 |
| Vestcor Inc | History | No change | 15,494 | 1,014 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 17,454 | 1,003 | 0.0% | 0.01% | 175 | -183 | -1.04% | Q3 2026 | Nov 03, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 15,168 | 992 | 0.16% | 0.16% | 176 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 14,855 | 971 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harbor Advisors LLC | History | No change | 14,800 | 968 | 0.12% | 0.12% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 16,596 | 954 | 0.01% | 0.01% | 179 | -300 | -1.78% | Q3 2026 | Oct 29, 2026 |
| NOVEM GROUP | History | Added to | 16,548 | 951 | 0.09% | 0.1% | 180 | +690 | 4.35% | Q3 2026 | Oct 19, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 13,918 | 910 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 13,801 | 902 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 13,734 | 898 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 13,133 | 859 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 13,025 | 852 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | No change | 12,422 | 812 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Marshall Financial Group, LLC | History | No change | 12,334 | 806 | 0.12% | 0.12% | 187 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ALLSTATE CORP | History | No change | 12,091 | 790 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 10,867 | 781 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | No change | 11,772 | 770 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | No change | 11,757 | 769 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 11,046 | 722 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M&T BANK CORP | History | No change | 11,005 | 720 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 10,973 | 717 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Maryland State Retirement & Pension System | History | No change | 10,817 | 707 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 12,220 | 702 | 0.0% | 0.0% | 196 | +725 | 6.31% | Q3 2026 | Nov 03, 2026 |
| Indivisible Partners | History | Added to | 11,852 | 681 | 0.03% | 0.04% | 197 | +1,029 | 9.51% | Q3 2026 | Oct 26, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 12,285 | 679 | 0.01% | 0.02% | 198 | -2,177 | -15.05% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 12,285 | 679 | 0.01% | 0.02% | 199 | -2,177 | -15.05% | Q3 2026 | Oct 20, 2026 |
| Waterloo Capital, L.P. | History | No change | 10,309 | 674 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantum Private Wealth, LLC | History | Reduced | 11,273 | 648 | 0.17% | 0.19% | 201 | -41 | -0.36% | Q3 2026 | Oct 20, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 9,845 | 644 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,797 | 640 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advyzon Investment Management, LLC | History | No change | 9,631 | 630 | 0.05% | 0.05% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,866 | 624 | 0.0% | 0.0% | 205 | -195 | -1.76% | Q3 2026 | Oct 30, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 9,341 | 611 | 0.04% | 0.04% | 206 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ProShare Advisors LLC | History | Reduced | 10,338 | 594 | 0.0% | 0.0% | 207 | -418 | -3.89% | Q3 2026 | Oct 28, 2026 |
| Argent Trust Co | History | No change | 8,961 | 586 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Reduced | 10,106 | 581 | 0.0% | 0.0% | 209 | -31,883 | -75.93% | Q3 2026 | Nov 04, 2026 |
| Impact Capital Partners LLC | History | Reduced | 9,398 | 540 | 0.15% | 0.18% | 210 | -479 | -4.85% | Q3 2026 | Oct 22, 2026 |
| MAI Capital Management | History | No change | 8,220 | 537 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 8,123 | 531 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 7,910 | 517 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 8,933 | 513 | 0.01% | 0.01% | 214 | +514 | 6.11% | Q3 2026 | Oct 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,648 | 500 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 7,576 | 495 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 8,453 | 486 | 0.0% | 0.01% | 217 | -65 | -0.76% | Q3 2026 | Oct 23, 2026 |
| Jefferies Financial Group Inc. | History | No change | 7,329 | 479 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 8,309 | 477 | 0.04% | 0.08% | 219 | -2,699 | -24.52% | Q3 2026 | Oct 15, 2026 |
| First National Advisers, LLC | History | No change | 7,178 | 469 | 0.07% | 0.07% | 220 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Reduced | 7,998 | 460 | 0.2% | 0.23% | 221 | -425 | -5.05% | Q3 2026 | Oct 28, 2026 |
| State of Wyoming | History | Reduced | 7,983 | 459 | 0.04% | 0.08% | 222 | -3,795 | -32.22% | Q3 2026 | Oct 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,854 | 448 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 6,707 | 438 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brevan Howard Capital Management LP | History | No change | 6,670 | 436 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AVIVA PLC | History | No change | 6,593 | 431 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 6,413 | 419 | 0.15% | 0.15% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strata Wealth Advisors, LLC | History | Reduced | 7,191 | 413 | 0.1% | 0.17% | 230 | -3,738 | -34.2% | Q3 2026 | Oct 16, 2026 |
| XPONANCE LLC | History | Reduced | 7,197 | 413 | 0.0% | 0.0% | 228 | -259 | -3.47% | Q3 2026 | Nov 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,322 | 413 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 7,167 | 412 | 0.01% | 0.01% | 231 | -835 | -10.43% | Q3 2026 | Nov 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 7,155 | 411 | 0.0% | 0.0% | 232 | +705 | 10.93% | Q3 2026 | Nov 04, 2026 |
| FULTON BANK, N.A. | History | Added to | 7,031 | 404 | 0.01% | 0.01% | 233 | +100 | 1.44% | Q3 2026 | Oct 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 7,016 | 403 | 0.01% | 0.01% | 234 | +82 | 1.18% | Q3 2026 | Nov 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,749 | 388 | 0.0% | 0.0% | 235 | +32 | 0.48% | Q3 2026 | Oct 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,842 | 382 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trajan Wealth LLC | History | No change | 5,815 | 380 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 6,530 | 375 | 0.04% | 0.05% | 238 | -736 | -10.13% | Q3 2026 | Oct 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 5,649 | 370 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,631 | 368 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 5,422 | 354 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| iA Global Asset Management Inc. | History | New | 6,077 | 350 | 0.0% | — | 242 | +6,077 | New | Q3 2026 | Oct 29, 2026 |
| SG Americas Securities, LLC | History | No change | 5,266 | 345 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,265 | 344 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 5,206 | 340 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 5,824 | 335 | 0.0% | 0.0% | 246 | -2,090 | -26.41% | Q3 2026 | Nov 02, 2026 |
| Blueshift Asset Management, LLC | History | No change | 5,050 | 330 | 0.08% | 0.08% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 5,000 | 327 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,977 | 325 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 4,877 | 319 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 5,544 | 318 | 0.0% | — | 251 | +5,544 | New | Q3 2026 | Oct 13, 2026 |
| World Investment Advisors | History | No change | 5,518 | 315 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 5,467 | 314 | 0.0% | 0.0% | 253 | -1,211 | -18.13% | Q3 2026 | Nov 02, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 5,232 | 300 | 0.02% | 0.02% | 254 | +5 | 0.1% | Q3 2026 | Oct 30, 2026 |
| Snowden Capital Advisors LLC | History | No change | 4,542 | 297 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 4,508 | 294 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TritonPoint Partners, LLC | History | No change | 4,458 | 291 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 4,442 | 290 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | Reduced | 4,933 | 283 | 0.0% | 0.0% | 259 | -322 | -6.13% | Q3 2026 | Oct 28, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 4,911 | 282 | 0.0% | 0.0% | 260 | +198 | 4.2% | Q3 2026 | Nov 03, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 4,900 | 281 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 4,709 | 270 | 0.01% | 0.01% | 262 | +270 | 6.08% | Q3 2026 | Oct 22, 2026 |
| CIBC Asset Management Inc | History | No change | 4,056 | 265 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pallas Capital Advisors LLC | History | No change | 4,013 | 262 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 3,831 | 250 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 4,344 | 249 | 0.02% | 0.03% | 266 | -119 | -2.67% | Q3 2026 | Oct 19, 2026 |
| Diametric Capital, LP | History | No change | 3,726 | 243 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 4,187 | 240 | 0.0% | 0.0% | 268 | -2,801 | -40.08% | Q3 2026 | Oct 20, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 3,659 | 239 | 0.05% | 0.05% | 269 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 3,972 | 228 | 0.0% | 0.01% | 270 | -340 | -7.88% | Q3 2026 | Nov 03, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 3,978 | 228 | 0.0% | 0.0% | 271 | -146 | -3.54% | Q3 2026 | Oct 23, 2026 |
| StoneX Group Inc. | History | New | 3,775 | 225 | 0.01% | — | 272 | +3,775 | New | Q3 2026 | Nov 03, 2026 |
| DnB Asset Management AS | History | No change | 3,430 | 224 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 3,369 | 220 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Private Advisor Group, LLC | History | No change | 3,358 | 219 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 3,694 | 212 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Moors & Cabot, Inc. | History | No change | 3,216 | 210 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 3,647 | 209 | 0.04% | 0.05% | 278 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Quantbot Technologies LP | History | No change | 3,150 | 206 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trust Point Inc. | History | Reduced | 3,565 | 205 | 0.02% | 0.03% | 280 | -1,948 | -35.33% | Q3 2026 | Oct 27, 2026 |
| HSBC HOLDINGS PLC | History | No change | 3,088 | 202 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | New | 3,492 | 200 | 0.0% | — | 282 | +3,492 | New | Q3 2026 | Oct 22, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 3,330 | 191 | 0.02% | 0.02% | 283 | +640 | 23.79% | Q3 2026 | Oct 05, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 2,822 | 162 | 0.01% | 0.01% | 284 | -286 | -9.2% | Q3 2026 | Oct 27, 2026 |
| KBC Group NV | History | No change | 2,800 | 161 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| GAMMA Investing LLC | History | Added to | 2,799 | 160 | 0.01% | 0.0% | 286 | +1,310 | 87.98% | Q3 2026 | Oct 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,301 | 150 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,492 | 143 | 0.0% | 0.0% | 288 | +2,227 | 840.38% | Q3 2026 | Oct 22, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 2,451 | 140 | 0.0% | 0.0% | 289 | -1,429 | -36.83% | Q3 2026 | Nov 04, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,849 | 129 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,683 | 110 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nykredit A/S | History | No change | 1,515 | 99 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,343 | 87 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,449 | 83 | 0.01% | 0.01% | 294 | +5 | 0.35% | Q3 2026 | Oct 27, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,375 | 79 | 0.01% | 0.01% | 295 | +4 | 0.29% | Q3 2026 | Oct 01, 2026 |
| Heritage Family Offices, LLP | History | New | 1,287 | 74 | 0.02% | — | 296 | +1,287 | New | Q3 2026 | Nov 02, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,232 | 70 | 0.0% | 0.0% | 297 | -4 | -0.32% | Q3 2026 | Nov 03, 2026 |
| Covestor Ltd | History | Added to | 1,192 | 69 | 0.04% | 0.04% | 298 | +132 | 12.45% | Q3 2026 | Oct 30, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,153 | 66 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,003 | 65 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 1,118 | 64 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 974 | 63 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 851 | 55 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 818 | 47 | 0.0% | 0.0% | 304 | -90 | -9.91% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 788 | 45 | 0.0% | 0.0% | 306 | +492 | 166.22% | Q3 2026 | Oct 08, 2026 |
| Optiver Holding B.V. | History | No change | 691 | 45 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neo Ivy Capital Management | History | No change | 674 | 44 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 670 | 43 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 746 | 42 | 0.0% | 0.0% | 310 | -14 | -1.84% | Q3 2026 | Oct 20, 2026 |
| HM PAYSON & CO | History | No change | 642 | 42 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Root Financial Partners, LLC | History | New | 706 | 40 | 0.0% | — | 311 | +706 | New | Q3 2026 | Oct 21, 2026 |
| Salomon & Ludwin, LLC | History | No change | 596 | 34 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 519 | 33 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 536 | 33 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 476 | 31 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gen-Wealth Partners Inc | History | New | 538 | 30 | 0.01% | — | 316 | +538 | New | Q3 2026 | Nov 04, 2026 |
| Crewe Advisors LLC | History | No change | 387 | 25 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allied Private Wealth LLC | History | No change | 390 | 25 | 0.02% | 0.02% | 318 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 353 | 23 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 343 | 22 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 332 | 21 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 319 | 20 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| City State Bank | History | No change | 350 | 20 | 0.0% | 0.01% | 323 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| BFC Planning, Inc. | History | No change | 315 | 20 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 300 | 19 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 268 | 17 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | New | 290 | 16 | 0.0% | — | 329 | +290 | New | Q3 2026 | Oct 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 295 | 16 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Essential Partners LLC | History | No change | 285 | 16 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 267 | 15 | 0.0% | 0.0% | 330 | -19 | -6.64% | Q3 2026 | Oct 21, 2026 |
| Bare Financial Services, Inc | History | Reduced | 232 | 13 | 0.0% | 0.0% | 331 | -1 | -0.43% | Q3 2026 | Nov 04, 2026 |
| Persistent Asset Partners Ltd | History | No change | 211 | 13 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 200 | 12 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 220 | 12 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 163 | 10 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 170 | 9 | 0.0% | 0.0% | 336 | +70 | 70.0% | Q3 2026 | Oct 21, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 165 | 9 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Colonial Trust Co / SC | History | No change | 134 | 8 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 125 | 8 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Wealth Management Group, LLC | History | No change | 147 | 8 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Hilltop National Bank | History | No change | 150 | 8 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| S&T BANK/PA | History | No change | 107 | 7 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 110 | 7 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 114 | 6 | 0.0% | 0.0% | 346 | -1 | -0.87% | Q3 2026 | Oct 26, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 97 | 6 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ancora Advisors LLC | History | No change | 106 | 6 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 97 | 5 | 0.0% | — | 350 | +97 | New | Q3 2026 | Oct 30, 2026 |
| WPG Advisers, LLC | History | Reduced | 95 | 5 | 0.0% | 0.01% | 348 | -58 | -37.91% | Q3 2026 | Oct 27, 2026 |
| Marquette Asset Management, LLC | History | No change | 102 | 5 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 79 | 5 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 78 | 4 | 0.0% | — | 353 | +66 | 550.0% | Q3 2026 | Oct 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 72 | 4 | 0.0% | 0.0% | 351 | +29 | 67.44% | Q3 2026 | Oct 22, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 72 | 4 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 75 | 4 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 60 | 3 | 0.0% | — | 363 | +52 | 650.0% | Q3 2026 | Oct 09, 2026 |
| NBT BANK, N.A. | History | No change | 62 | 3 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 60 | 3 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Horizon Investments, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CVA Family Office, LLC | History | No change | 48 | 3 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| High Note Wealth, LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Bell Investment Advisors, Inc | History | No change | 69 | 3 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| True Wealth Design, LLC | History | No change | 63 | 3 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 47 | 3 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 45 | 2 | 0.0% | — | 369 | +45 | New | Q3 2026 | Oct 15, 2026 |
| GK Wealth Management LLC | History | New | 37 | 2 | 0.0% | — | 370 | +37 | New | Q3 2026 | Oct 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 48 | 2 | 0.0% | 0.0% | 364 | +2 | 4.35% | Q3 2026 | Nov 03, 2026 |
| Fortitude Family Office, LLC | History | Added to | 37 | 2 | 0.0% | 0.0% | 366 | +1 | 2.78% | Q3 2026 | Oct 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UNION SAVINGS BANK | History | No change | 39 | 2 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 42 | 2 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 31 | 1 | 0.0% | — | 375 | +31 | New | Q3 2026 | Oct 28, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 18 | 1 | 0.0% | — | 376 | +18 | New | Q3 2026 | Oct 27, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 26 | 1 | 0.0% | — | 373 | +15 | 136.36% | Q3 2026 | Oct 27, 2026 |
| Westside Investment Management, Inc. | History | No change | 29 | 1 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 27 | 1 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -36,289 | -100.0% | Q3 2026 | Oct 16, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,998 | -100.0% | Q3 2026 | Nov 04, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,902 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,772 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,679 | -100.0% | Q3 2026 | Nov 02, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -3,447 | -100.0% | Q3 2026 | Oct 26, 2026 |
| SAGE RHINO CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,310 | -100.0% | Q3 2026 | Oct 27, 2026 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,230 | -100.0% | Q3 2026 | Oct 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1 | 0 | — | 0.0% | — | -23 | -95.83% | Q3 2026 | Oct 01, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 13 | 0 | — | — | — | +13 | New | Q3 2026 | Oct 23, 2026 |
| UMB Private Wealth Management, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 19, 2026 |
| James T. Borello RIA | History | Reduced | 2 | 0 | — | — | — | -6 | -75.0% | Q3 2026 | Oct 16, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 23, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Monetary Solutions, Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 22, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 8 | 0 | — | — | — | -1 | -11.11% | Q3 2026 | Nov 03, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q3 2026 | Oct 27, 2026 |
| Signature Resources Capital Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 16, 2026 |
| Clearstead Advisors, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| North Star Investment Management Corp. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Financial Management Professionals, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evolution Advisers, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Abound Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Quarry LP | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| American Capital Advisory, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Breakwater Investment Management | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Ankerstar Wealth, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Rialto Wealth Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Torren Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |