MONARCH CASINO & RESORT INC - MCRI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 2,056,674 | 270,678 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 558,387 | 73,489 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | No change | 522,646 | 69,147 | 0.34% | 0.34% | 3 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| STATE STREET CORP | History | No change | 517,599 | 68,121 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 516,971 | 68,038 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 441,829 | 58,913 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 426,381 | 56,123 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 414,091 | 54,498 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 340,321 | 44,789 | 0.12% | 0.12% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 322,561 | 42,453 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 249,541 | 32,842 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 204,160 | 26,869 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 200,418 | 26,377 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 268,748 | 25,692 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 188,715 | 24,836 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 172,373 | 22,686 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 167,860 | 22,093 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 155,165 | 20,421 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 148,608 | 19,558 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 136,129 | 17,915 | 0.1% | 0.1% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 130,095 | 17,121 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 129,036 | 16,982 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 127,485 | 16,778 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | No change | 125,814 | 16,558 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 123,966 | 16,315 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tributary Capital Management, LLC | History | No change | 123,211 | 16,215 | 1.33% | 1.33% | 26 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 110,966 | 14,604 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 104,304 | 13,727 | 0.16% | 0.16% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 103,808 | 13,662 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | No change | 94,300 | 12,410 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 88,500 | 11,647 | 0.27% | 0.27% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 86,983 | 11,447 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 86,900 | 11,425 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 85,902 | 11,305 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 84,978 | 11,183 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 75,784 | 9,973 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Creative Planning | History | No change | 72,447 | 9,534 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 66,439 | 8,744 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 64,527 | 8,492 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 64,173 | 8,445 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 63,242 | 8,323 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 61,964 | 8,155 | 0.14% | 0.14% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 47,138 | 6,203 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UBS Group AG | History | No change | 46,724 | 6,149 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 44,621 | 5,872 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 42,363 | 5,575 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 41,800 | 5,501 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 41,794 | 5,500 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 41,616 | 5,477 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 40,803 | 5,370 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 39,590 | 5,210 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 38,664 | 5,088 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 36,228 | 4,767 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 34,710 | 4,568 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 34,248 | 4,507 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 33,782 | 4,446 | 0.19% | 0.19% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 32,492 | 4,276 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 28,726 | 3,780 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 27,339 | 3,598 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 26,393 | 3,473 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legal & General Group Plc | History | No change | 26,345 | 3,467 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 25,594 | 3,368 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 25,344 | 3,335 | 0.12% | 0.12% | 63 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Swiss National Bank | History | No change | 25,311 | 3,331 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 24,950 | 3,283 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 21,275 | 2,800 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 21,069 | 2,772 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 20,732 | 2,728 | 0.06% | 0.06% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 20,452 | 2,691 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 20,251 | 2,665 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 19,861 | 2,613 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 19,064 | 2,509 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 18,097 | 2,381 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 17,761 | 2,337 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 15,717 | 2,068 | 0.13% | 0.13% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vest Financial, LLC | History | No change | 15,615 | 2,055 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 15,609 | 2,054 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Annex Advisory Services, LLC | History | No change | 14,682 | 1,932 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BARCLAYS PLC | History | No change | 14,362 | 1,890 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 14,000 | 1,842 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 12,991 | 1,709 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 12,992 | 1,709 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 12,767 | 1,680 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 12,537 | 1,649 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 12,385 | 1,629 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wakefield Asset Management LLLP | History | No change | 12,298 | 1,618 | 0.36% | 0.36% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantbot Technologies LP | History | No change | 12,214 | 1,607 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Horizon Investments, LLC | History | No change | 12,095 | 1,591 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 11,929 | 1,569 | 0.07% | 0.07% | 89 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quantinno Capital Management LP | History | No change | 11,035 | 1,452 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 10,668 | 1,404 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 10,030 | 1,319 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 9,862 | 1,297 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 9,735 | 1,281 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorShares Investments LLC | History | No change | 9,656 | 1,270 | 0.15% | 0.15% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 9,512 | 1,251 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 9,219 | 1,213 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 8,978 | 1,181 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 8,790 | 1,156 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Emmett Investment Management, LP | History | No change | 8,855 | 1,151 | 0.81% | 0.81% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 8,370 | 1,101 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 8,299 | 1,092 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 8,268 | 1,088 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 7,972 | 1,049 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 7,961 | 1,047 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westover Capital Advisors, LLC | History | No change | 7,503 | 987 | 0.16% | 0.16% | 106 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 7,300 | 960 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 7,100 | 934 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MetLife Investment Management, LLC | History | No change | 7,062 | 929 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | No change | 7,000 | 921 | 0.16% | 0.16% | 110 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| State of Alaska, Department of Revenue | History | No change | 6,856 | 902 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 6,809 | 896 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 6,182 | 813 | 0.2% | 0.2% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 6,167 | 811 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jupiter Topco LLC | History | No change | 6,072 | 799 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 6,047 | 795 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,667 | 758 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 5,643 | 742 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | No change | 5,387 | 708 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Louisiana State Employees Retirement System | History | No change | 5,300 | 697 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 5,149 | 677 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Unique Wealth Strategies, LLC | History | No change | 5,028 | 661 | 0.24% | 0.24% | 122 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,014 | 659 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALPS ADVISORS INC | History | No change | 5,003 | 658 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,954 | 651 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 4,804 | 632 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 4,551 | 598 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 4,330 | 569 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,252 | 559 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 4,114 | 541 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 3,783 | 497 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 3,687 | 485 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,561 | 468 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,506 | 461 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arizona State Retirement System | History | No change | 3,455 | 454 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 3,320 | 436 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 3,288 | 432 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMALGAMATED BANK | History | No change | 3,247 | 427 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| denkapparat Operations GmbH | History | No change | 3,218 | 423 | 0.14% | 0.14% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,201 | 421 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 3,343 | 414 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 3,103 | 409 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caprock Group, LLC | History | No change | 3,089 | 406 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | No change | 3,009 | 396 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 3,000 | 394 | 0.14% | 0.14% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Choate Investment Advisors | History | No change | 3,000 | 394 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 2,982 | 392 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 2,960 | 389 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Amundi | History | No change | 2,878 | 378 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 2,862 | 376 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 2,767 | 364 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,717 | 357 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 2,711 | 356 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,648 | 348 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Procyon Advisors, LLC | History | No change | 2,622 | 345 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Claro Advisors Inc. | History | No change | 2,573 | 338 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cetera Investment Advisers | History | No change | 2,566 | 337 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,557 | 336 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 2,517 | 331 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 2,368 | 311 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 2,334 | 307 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Jain Global LLC | History | No change | 2,311 | 304 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 2,309 | 303 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moran Wealth Management, LLC | History | No change | 2,280 | 300 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 2,253 | 296 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 2,198 | 289 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pacer Advisors, Inc. | History | No change | 2,182 | 287 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,172 | 286 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Centiva Capital, LP | History | No change | 2,147 | 282 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 2,133 | 280 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 2,085 | 274 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pictet Asset Management Holding SA | History | No change | 2,072 | 272 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,074 | 272 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 2,036 | 267 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,019 | 265 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ballentine Partners, LLC | History | No change | 1,951 | 256 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,907 | 250 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 1,846 | 242 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,800 | 236 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | No change | 1,800 | 236 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | No change | 1,791 | 235 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,773 | 233 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 1,776 | 233 | 0.09% | 0.09% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INCEPTIONR LLC | History | No change | 1,775 | 233 | 0.06% | 0.06% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ProShare Advisors LLC | History | No change | 1,746 | 229 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empowered Funds, LLC | History | No change | 1,744 | 229 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,738 | 228 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 1,700 | 224 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Able Wealth Management LLC | History | No change | 1,973 | 216 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | No change | 1,603 | 210 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Empirical Asset Management, LLC | History | No change | 1,561 | 205 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WHITTIER TRUST CO | History | No change | 1,476 | 187 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 1,334 | 175 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of Wyoming | History | No change | 1,284 | 168 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,066 | 140 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PETERSON WEALTH MANAGEMENT | History | No change | 1,019 | 134 | 0.06% | 0.06% | 196 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 892 | 117 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MACQUARIE GROUP LTD | History | No change | 834 | 109 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 777 | 102 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parallel Advisors, LLC | History | No change | 749 | 98 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 738 | 97 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 666 | 87 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 479 | 63 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blue Trust, Inc. | History | No change | 472 | 62 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 435 | 57 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 411 | 54 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 356 | 47 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 358 | 47 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 350 | 46 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 323 | 42 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Versant Capital Management, Inc | History | No change | 360 | 41 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Allworth Financial LP | History | No change | 311 | 40 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 284 | 37 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 261 | 34 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UMB Bank, n.a. | History | No change | 247 | 32 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 175 | 23 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 171 | 22 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Nykredit A/S | History | No change | 172 | 22 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Markowski Investments | History | No change | 158 | 20 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 143 | 18 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 130 | 14 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Covestor Ltd | History | No change | 104 | 14 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 96 | 13 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 95 | 12 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 89 | 12 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 90 | 11 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Continuum Advisory, LLC | History | No change | 91 | 11 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 80 | 10 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 70 | 8 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 62 | 8 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valued Wealth Advisors LLC | History | No change | 68 | 8 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 52 | 6 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Management Group, LLC | History | No change | 49 | 6 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Essential Partners LLC | History | No change | 48 | 6 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | No change | 43 | 5 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Altshuler Shaham Ltd | History | No change | 35 | 4 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 35 | 4 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 34 | 4 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | No change | 31 | 4 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 24 | 3 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 23 | 3 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 16 | 2 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JPL Wealth Management, LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 16 | 2 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Manchester Capital Management LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 11 | 1 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 13 | 1 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quarry LP | History | No change | 15 | 1 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Davis Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Evolution Advisers, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hughes Financial Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |