MERCURY GENERAL CORP - MCY
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 | 4,498,256 | 479,604 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,147,081 | 212,244 | 0.04% | 0.04% | 2 | -16,062 | -0.74% | Q3 2026 | Nov 04, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,781,446 | 189,937 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rubric Capital Management LP | History | No change | 1,541,440 | 164,348 | 1.51% | 1.51% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,232,655 | 131,425 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,159,962 | 123,675 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 961,217 | 102,499 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 960,484 | 102,406 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DG Capital Management, LLC | History | No change | 816,563 | 87,061 | 18.33% | 18.33% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 781,682 | 83,342 | 0.11% | 0.11% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 646,237 | 68,901 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 575,877 | 61,400 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 400,696 | 42,722 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 352,262 | 37,558 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 343,942 | 36,671 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 291,054 | 31,032 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 264,456 | 28,196 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 234,471 | 24,999 | 0.19% | 0.19% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 247,592 | 24,474 | 0.0% | 0.0% | 19 | +972 | 0.39% | Q3 2026 | Nov 05, 2026 |
| UBS Group AG | History | No change | 226,665 | 24,167 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 211,866 | 22,589 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 210,526 | 22,446 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 203,742 | 21,964 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALGERT GLOBAL LLC | History | No change | 203,830 | 21,732 | 0.26% | 0.26% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 200,687 | 21,397 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 209,717 | 20,730 | 0.01% | 0.01% | 26 | +26,011 | 14.16% | Q3 2026 | Nov 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 180,901 | 19,287 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 178,758 | 19,059 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 165,979 | 17,696 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 173,833 | 17,183 | 0.02% | — | 30 | +173,833 | New | Q3 2026 | Nov 02, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 152,007 | 16,206 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FEDERATED HERMES, INC. | History | No change | 150,789 | 16,077 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | No change | 130,369 | 13,899 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SEI INVESTMENTS CO | History | No change | 129,298 | 13,785 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 123,121 | 13,127 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | No change | 114,834 | 12,243 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 111,755 | 11,915 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 110,918 | 11,826 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 108,898 | 11,610 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 107,995 | 11,514 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 96,254 | 10,262 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 92,892 | 9,904 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | No change | 89,100 | 9,499 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PEAK6 LLC | History | No change | 87,798 | 9,361 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 85,047 | 9,067 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DENALI ADVISORS LLC | History | No change | 81,535 | 8,693 | 0.88% | 0.88% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 80,195 | 8,550 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 73,570 | 7,844 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 71,795 | 7,654 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 69,634 | 7,424 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 68,918 | 7,348 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 63,960 | 6,819 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | History | No change | 63,200 | 6,738 | 1.36% | 1.36% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 61,367 | 6,542 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Candriam S.C.A. | History | Reduced | 62,480 | 6,198 | 0.03% | 0.04% | 55 | -22,565 | -26.53% | Q3 2026 | Nov 03, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 56,106 | 5,982 | 0.16% | 0.16% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Park West Asset Management LLC | History | No change | 55,865 | 5,956 | 0.41% | 0.41% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 55,700 | 5,939 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Swiss National Bank | History | No change | 55,600 | 5,928 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 55,155 | 5,880 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 53,377 | 5,691 | 0.08% | 0.08% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 51,649 | 5,506 | 0.13% | 0.13% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 50,918 | 5,428 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 50,862 | 5,422 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 48,508 | 5,171 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 47,027 | 5,014 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 45,964 | 4,900 | 0.63% | 0.63% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 45,526 | 4,853 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | New | 48,836 | 4,827 | 0.13% | — | 69 | +48,836 | New | Q3 2026 | Oct 02, 2026 |
| Engineers Gate Manager LP | History | No change | 43,498 | 4,637 | 0.06% | 0.06% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 42,038 | 4,482 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 40,066 | 4,272 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 39,309 | 4,190 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 39,200 | 4,179 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 37,770 | 4,027 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 39,437 | 3,898 | 0.01% | 0.01% | 76 | -386 | -0.97% | Q3 2026 | Nov 05, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 38,832 | 3,839 | 0.01% | 0.01% | 77 | -883 | -2.22% | Q3 2026 | Oct 22, 2026 |
| IMC-Chicago, LLC | History | Added to | 38,444 | 3,800 | 0.0% | 0.0% | 78 | +17,177 | 80.77% | Q3 2026 | Nov 05, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 35,263 | 3,759 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 37,705 | 3,727 | 0.35% | 0.37% | 80 | +3,434 | 10.02% | Q3 2026 | Nov 04, 2026 |
| Phocas Financial Corp. | History | No change | 33,574 | 3,579 | 0.5% | 0.5% | 81 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 40,395 | 3,560 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 32,942 | 3,512 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 31,959 | 3,407 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 31,801 | 3,390 | 0.12% | 0.12% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 31,116 | 3,317 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 30,365 | 3,237 | 0.17% | 0.17% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 30,351 | 3,236 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 30,650 | 3,029 | 0.02% | 0.01% | 89 | +14,400 | 88.62% | Q3 2026 | Oct 28, 2026 |
| FMR LLC | History | No change | 28,201 | 3,006 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 29,999 | 2,965 | 0.0% | 0.0% | 91 | -30,039 | -50.03% | Q3 2026 | Nov 04, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 27,700 | 2,953 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 26,961 | 2,874 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 26,743 | 2,851 | 0.18% | 0.18% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 25,930 | 2,764 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 25,275 | 2,697 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEB Asset Management AB | History | Added to | 26,926 | 2,661 | 0.01% | 0.01% | 97 | +12,449 | 85.99% | Q3 2026 | Nov 04, 2026 |
| Monument Capital Management | History | Added to | 26,650 | 2,634 | 0.55% | 0.57% | 98 | +172 | 0.65% | Q3 2026 | Oct 08, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 23,924 | 2,550 | 0.42% | 0.42% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 23,672 | 2,523 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 23,655 | 2,522 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | No change | 21,419 | 2,283 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 21,165 | 2,256 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | New | 21,175 | 2,093 | 0.02% | — | 104 | +21,175 | New | Q3 2026 | Oct 22, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Reduced | 21,000 | 2,075 | 0.44% | 0.77% | 105 | -10,500 | -33.33% | Q3 2026 | Nov 02, 2026 |
| HSBC HOLDINGS PLC | History | No change | 19,177 | 2,060 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 18,775 | 2,001 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 18,105 | 1,930 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Added to | 19,231 | 1,901 | 0.0% | 0.0% | 109 | +5,769 | 42.85% | Q3 2026 | Nov 02, 2026 |
| Bank & Trust Co | History | Reduced | 19,078 | 1,885 | 1.19% | 1.31% | 110 | -334 | -1.72% | Q3 2026 | Oct 07, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 16,169 | 1,723 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 15,896 | 1,694 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 15,884 | 1,693 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 15,700 | 1,673 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 15,322 | 1,633 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 15,244 | 1,625 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 15,068 | 1,606 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 15,500 | 1,532 | 0.01% | 0.0% | 118 | +4,500 | 40.91% | Q3 2026 | Oct 30, 2026 |
| Sanctuary Advisors, LLC | History | No change | 14,286 | 1,523 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 14,267 | 1,521 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Voleon Capital Management LP | History | No change | 14,096 | 1,502 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 13,828 | 1,474 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | No change | 13,192 | 1,406 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,505 | 1,381 | 0.0% | 0.0% | 124 | +211 | 1.59% | Q3 2026 | Oct 13, 2026 |
| Point Nemo Capital, LLC | History | Added to | 13,911 | 1,375 | 0.64% | 0.74% | 125 | +128 | 0.93% | Q3 2026 | Nov 03, 2026 |
| Brevan Howard Capital Management LP | History | No change | 12,852 | 1,370 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 13,619 | 1,346 | 0.02% | 0.02% | 127 | +131 | 0.97% | Q3 2026 | Nov 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 12,568 | 1,340 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Global Investments | History | Added to | 13,171 | 1,302 | 0.06% | 0.07% | 129 | +1,332 | 11.25% | Q3 2026 | Oct 28, 2026 |
| Jupiter Topco LLC | History | No change | 12,161 | 1,298 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 11,982 | 1,277 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABSHER WEALTH MANAGEMENT, LLC | History | No change | 12,841 | 1,269 | 0.14% | 0.16% | 132 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 11,822 | 1,260 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 11,792 | 1,257 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 12,300 | 1,215 | 0.0% | 0.01% | 135 | +1,459 | 13.46% | Q3 2026 | Oct 28, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 11,279 | 1,202 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 11,143 | 1,188 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 11,093 | 1,182 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 11,042 | 1,177 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Diversified Trust Co | History | No change | 10,983 | 1,171 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 11,300 | 1,117 | 0.02% | 0.02% | 141 | -400 | -3.42% | Q3 2026 | Oct 20, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 10,993 | 1,086 | 0.0% | 0.0% | 142 | +7,519 | 216.44% | Q3 2026 | Nov 04, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 10,884 | 1,074 | 0.01% | 0.02% | 143 | -4,483 | -29.17% | Q3 2026 | Oct 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 9,771 | 1,041 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 9,635 | 1,027 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 9,000 | 959 | 0.4% | 0.4% | 146 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 8,912 | 950 | 0.23% | 0.23% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legato Capital Management LLC | History | No change | 8,901 | 949 | 0.08% | 0.08% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 9,529 | 941 | 0.02% | 0.03% | 149 | -6,766 | -41.52% | Q3 2026 | Oct 16, 2026 |
| Cambria Investment Management, L.P. | History | No change | 8,792 | 937 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 8,390 | 895 | 0.2% | 0.2% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Convergence Financial, LLC | History | New | 8,830 | 872 | 0.12% | — | 152 | +8,830 | New | Q3 2026 | Oct 27, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,050 | 858 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aquatic Capital Management LLC | History | No change | 7,952 | 847 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 8,221 | 845 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| INCEPTIONR LLC | History | No change | 7,912 | 843 | 0.21% | 0.21% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,752 | 826 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Summit Investment Advisors, Inc.\KS | History | Added to | 8,235 | 814 | 0.37% | 0.4% | 159 | +2 | 0.02% | Q3 2026 | Nov 05, 2026 |
| XTX Topco Ltd | History | No change | 7,636 | 814 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 7,631 | 813 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Edgestream Partners, L.P. | History | No change | 7,576 | 807 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Centiva Capital, LP | History | No change | 7,529 | 802 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 7,862 | 777 | 0.04% | 0.03% | 163 | +1,704 | 27.67% | Q3 2026 | Oct 26, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 7,255 | 773 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 7,798 | 770 | 0.0% | 0.0% | 165 | +156 | 2.04% | Q3 2026 | Nov 03, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 7,159 | 763 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,916 | 737 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,879 | 733 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Empowered Funds, LLC | History | No change | 6,805 | 725 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 6,673 | 712 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 6,608 | 704 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SG Americas Securities, LLC | History | No change | 6,560 | 699 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 6,541 | 697 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 6,938 | 685 | 0.01% | 0.01% | 174 | -149 | -2.1% | Q3 2026 | Oct 22, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,912 | 683 | 0.0% | 0.01% | 175 | -249 | -3.48% | Q3 2026 | Oct 23, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 6,854 | 677 | 0.0% | 0.0% | 176 | -259 | -3.64% | Q3 2026 | Oct 27, 2026 |
| GROUP ONE TRADING LLC | History | No change | 6,220 | 663 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,200 | 661 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 6,464 | 638 | 0.0% | 0.0% | 179 | +469 | 7.82% | Q3 2026 | Oct 30, 2026 |
| Inspire Investing, LLC | History | Reduced | 6,434 | 636 | 0.03% | 0.12% | 180 | -21,700 | -77.13% | Q3 2026 | Oct 22, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,264 | 619 | 0.0% | 0.0% | 181 | -41 | -0.65% | Q3 2026 | Nov 03, 2026 |
| Vise Technologies, Inc. | History | Added to | 6,236 | 616 | 0.01% | 0.01% | 182 | +547 | 9.62% | Q3 2026 | Oct 28, 2026 |
| Handelsbanken Fonder AB | History | No change | 5,558 | 593 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 5,919 | 585 | 0.01% | 0.01% | 184 | -151 | -2.49% | Q3 2026 | Oct 29, 2026 |
| AVIVA PLC | History | No change | 5,292 | 564 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blueshift Asset Management, LLC | History | No change | 5,198 | 554 | 0.13% | 0.13% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burns Matteson Capital Management, LLC | History | New | 5,380 | 531 | 0.18% | — | 187 | +5,380 | New | Q3 2026 | Oct 16, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 4,852 | 517 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 4,779 | 509 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOKF, NA | History | Reduced | 5,051 | 499 | 0.01% | 0.01% | 190 | -184 | -3.51% | Q3 2026 | Oct 27, 2026 |
| FJ Capital Management LLC | History | No change | 4,682 | 499 | 0.06% | 0.06% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 4,617 | 492 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,589 | 489 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 4,500 | 479 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Pallas Capital Advisors LLC | History | No change | 4,186 | 446 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 4,500 | 444 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Focus Partners Wealth | History | No change | 4,096 | 436 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 4,398 | 434 | 0.0% | 0.0% | 198 | -320 | -6.78% | Q3 2026 | Nov 03, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 4,038 | 430 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vestcor Inc | History | No change | 4,023 | 429 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SITTNER & NELSON, LLC | History | No change | 3,930 | 419 | 0.13% | 0.13% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maryland State Retirement & Pension System | History | No change | 3,873 | 412 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ALLSTATE CORP | History | No change | 3,824 | 407 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | New | 4,075 | 402 | 0.01% | — | 204 | +4,075 | New | Q3 2026 | Nov 03, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 3,733 | 398 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 3,654 | 389 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 3,903 | 386 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 3,827 | 378 | 0.0% | 0.0% | 208 | +119 | 3.21% | Q3 2026 | Nov 03, 2026 |
| ProShare Advisors LLC | History | Reduced | 3,733 | 369 | 0.0% | 0.0% | 209 | -152 | -3.91% | Q3 2026 | Oct 28, 2026 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | History | No change | 3,459 | 368 | 0.13% | 0.13% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,407 | 363 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,279 | 349 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,195 | 340 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 3,138 | 334 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 3,065 | 326 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 2,900 | 309 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 3,100 | 306 | 0.2% | 0.2% | 217 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BRIGHTON JONES LLC | History | Added to | 3,073 | 303 | 0.01% | 0.01% | 218 | +2 | 0.07% | Q3 2026 | Nov 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,044 | 300 | 0.0% | 0.0% | 219 | +1,150 | 60.72% | Q3 2026 | Oct 20, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 3,034 | 299 | 0.0% | 0.0% | 220 | -11 | -0.36% | Q3 2026 | Oct 23, 2026 |
| Atria Investments, Inc | History | Added to | 3,018 | 298 | 0.0% | 0.0% | 221 | +29 | 0.97% | Q3 2026 | Oct 15, 2026 |
| PFG Investments, LLC | History | No change | 2,714 | 289 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| iA Global Asset Management Inc. | History | New | 2,780 | 275 | 0.0% | — | 223 | +2,780 | New | Q3 2026 | Oct 29, 2026 |
| Claro Advisors Inc. | History | Reduced | 2,779 | 274 | 0.03% | 0.04% | 225 | -757 | -21.41% | Q3 2026 | Nov 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,573 | 274 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 2,561 | 273 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 2,532 | 269 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tuttle Capital Management, LLC | History | New | 2,706 | 267 | 0.12% | — | 228 | +2,706 | New | Q3 2026 | Oct 21, 2026 |
| Quadrature Capital Ltd | History | No change | 2,496 | 266 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jump Financial, LLC | History | No change | 2,500 | 266 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Olympiad Research LP | History | New | 2,682 | 265 | 0.34% | — | 231 | +2,682 | New | Q3 2026 | Nov 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,477 | 264 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 2,654 | 262 | 0.0% | 0.0% | 233 | +5 | 0.19% | Q3 2026 | Oct 23, 2026 |
| XPONANCE LLC | History | Reduced | 2,617 | 258 | 0.0% | 0.0% | 234 | -64 | -2.39% | Q3 2026 | Nov 03, 2026 |
| Corient Private Wealth LP | History | No change | 2,297 | 244 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Genesee Capital Advisors, LLC | History | New | 2,414 | 238 | 0.07% | — | 237 | +2,414 | New | Q3 2026 | Oct 20, 2026 |
| Parvin Asset Management, LLC | History | No change | 2,240 | 238 | 0.19% | 0.19% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 2,323 | 230 | 0.0% | 0.0% | 238 | -167 | -6.71% | Q3 2026 | Nov 02, 2026 |
| denkapparat Operations GmbH | History | No change | 2,166 | 230 | 0.08% | 0.08% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| John Boyer, Inc. | History | Added to | 2,300 | 227 | 0.18% | 0.21% | 240 | +8 | 0.35% | Q3 2026 | Oct 27, 2026 |
| SteelPeak Wealth, LLC | History | New | 2,275 | 224 | 0.01% | — | 241 | +2,275 | New | Q3 2026 | Oct 16, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,100 | 223 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,067 | 220 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 2,050 | 218 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paragon Capital Management Ltd | History | Added to | 2,201 | 217 | 0.04% | 0.04% | 246 | +7 | 0.32% | Q3 2026 | Oct 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,044 | 217 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,040 | 217 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Massar Capital Management, LP | History | No change | 2,024 | 215 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 1,990 | 212 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 2,122 | 209 | 0.01% | — | 250 | +2,122 | New | Q3 2026 | Oct 22, 2026 |
| Baron Wealth Management LLC | History | Reduced | 2,110 | 208 | 0.05% | 0.06% | 251 | -46 | -2.13% | Q3 2026 | Oct 27, 2026 |
| Graham Capital Management, L.P. | History | No change | 1,898 | 202 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 2,036 | 201 | 0.0% | 0.0% | 253 | +496 | 32.21% | Q3 2026 | Oct 16, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,878 | 200 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortitude Family Office, LLC | History | Added to | 1,693 | 167 | 0.03% | 0.0% | 256 | +1,518 | 867.43% | Q3 2026 | Oct 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,569 | 167 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,456 | 143 | 0.0% | 0.0% | 257 | +1,224 | 527.59% | Q3 2026 | Oct 08, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 1,262 | 134 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of Wyoming | History | Added to | 1,303 | 128 | 0.01% | 0.01% | 259 | +570 | 77.76% | Q3 2026 | Oct 28, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 1,147 | 122 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,231 | 121 | 0.0% | 0.0% | 261 | +730 | 145.71% | Q3 2026 | Oct 23, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,031 | 109 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,001 | 106 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 977 | 104 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Graticule Asia Macro Advisors LLC | History | No change | 975 | 103 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,031 | 101 | 0.01% | 0.01% | 266 | -6 | -0.58% | Q3 2026 | Oct 20, 2026 |
| KBC Group NV | History | No change | 857 | 85 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| GAMMA Investing LLC | History | Added to | 831 | 82 | 0.0% | 0.0% | 268 | +62 | 8.06% | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 812 | 80 | 0.0% | 0.0% | 269 | -16 | -1.93% | Q3 2026 | Nov 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 792 | 78 | 0.01% | 0.01% | 270 | +11 | 1.41% | Q3 2026 | Oct 27, 2026 |
| Advisors Asset Management, Inc. | History | No change | 682 | 72 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 641 | 68 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 628 | 62 | 0.03% | 0.03% | 273 | +19 | 3.12% | Q3 2026 | Oct 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 614 | 60 | 0.0% | 0.01% | 274 | -3,281 | -84.24% | Q3 2026 | Oct 22, 2026 |
| Covestor Ltd | History | Added to | 606 | 60 | 0.04% | 0.03% | 276 | +82 | 15.65% | Q3 2026 | Oct 30, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 613 | 60 | 0.0% | 0.0% | 275 | -1 | -0.16% | Q3 2026 | Oct 21, 2026 |
| Caitlin John, LLC | History | No change | 496 | 52 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Essential Partners LLC | History | No change | 493 | 48 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 461 | 45 | 0.0% | 0.0% | 279 | +343 | 290.68% | Q3 2026 | Nov 03, 2026 |
| PenderFund Capital Management Ltd. | History | No change | 413 | 44 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 437 | 43 | 0.0% | 0.0% | 281 | +165 | 60.66% | Q3 2026 | Oct 22, 2026 |
| US BANCORP \DE\ | History | No change | 402 | 42 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 423 | 41 | 0.0% | 0.0% | 283 | +34 | 8.74% | Q3 2026 | Oct 28, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 387 | 41 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 361 | 38 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 345 | 37 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 358 | 35 | 0.0% | 0.0% | 288 | +284 | 383.78% | Q3 2026 | Oct 29, 2026 |
| Allworth Financial LP | History | No change | 330 | 35 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 306 | 33 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 304 | 32 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| True Wealth Design, LLC | History | No change | 316 | 31 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Root Financial Partners, LLC | History | New | 307 | 30 | 0.0% | — | 293 | +307 | New | Q3 2026 | Oct 21, 2026 |
| Salomon & Ludwin, LLC | History | No change | 310 | 30 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 264 | 28 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asset Dedication, LLC | History | No change | 273 | 26 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Financial Management Professionals, Inc. | History | No change | 265 | 26 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Optiver Holding B.V. | History | No change | 251 | 26 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 240 | 25 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 229 | 24 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 200 | 21 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Advisors | History | No change | 200 | 21 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nykredit A/S | History | No change | 201 | 21 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 208 | 20 | 0.0% | 0.0% | 303 | +5 | 2.46% | Q3 2026 | Oct 01, 2026 |
| UMB Bank, n.a. | History | No change | 166 | 17 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valued Wealth Advisors LLC | History | No change | 110 | 11 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TORONTO DOMINION BANK | History | No change | 98 | 10 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 97 | 10 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Highland Investment Advisors LLC | History | No change | 100 | 10 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 89 | 9 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 100 | 9 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| PFS Partners, LLC | History | No change | 94 | 9 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 81 | 8 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CoreCap Advisors, LLC | History | New | 71 | 7 | 0.0% | — | 315 | +71 | New | Q3 2026 | Oct 08, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 70 | 7 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ASSETMARK, INC | History | Reduced | 63 | 6 | 0.0% | 0.0% | 316 | -5 | -7.35% | Q3 2026 | Oct 21, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 61 | 6 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 63 | 6 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 54 | 5 | 0.0% | 0.0% | 321 | +5 | 10.2% | Q3 2026 | Oct 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 51 | 5 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 49 | 5 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JNBA Financial Advisors | History | No change | 53 | 5 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 60 | 5 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 41 | 4 | 0.0% | 0.0% | 324 | +4 | 10.81% | Q3 2026 | Oct 26, 2026 |
| Private Wealth Management Group, LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 42 | 4 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 31 | 3 | 0.0% | 0.0% | 330 | +12 | 63.16% | Q3 2026 | Oct 27, 2026 |
| Larson Financial Group LLC | History | Added to | 34 | 3 | 0.0% | 0.0% | 328 | +6 | 21.43% | Q3 2026 | Nov 05, 2026 |
| Marquette Asset Management, LLC | History | No change | 37 | 3 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Continuum Advisory, LLC | History | No change | 29 | 3 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 29 | 3 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 26 | 2 | 0.0% | 0.0% | 332 | +11 | 73.33% | Q3 2026 | Oct 22, 2026 |
| Quarry LP | History | No change | 25 | 2 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | No change | 23 | 2 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Kilter Group LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Torren Management, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Ascentis Wealth Management, LLC | History | New | 17 | 1 | 0.0% | — | 344 | +17 | New | Q3 2026 | Nov 03, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 16 | 1 | 0.0% | 0.0% | 338 | +1 | 6.67% | Q3 2026 | Nov 03, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 14 | 1 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 14 | 1 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Rialto Wealth Management, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 11 | 1 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 13 | 1 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,301 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Convergence Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -16,098 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Gallacher Capital Management LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -4,775 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.22% | — | -2,285 | -100.0% | Q3 2026 | Nov 03, 2026 |
| D'Orazio & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,056 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Kathmere Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,897 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -872 | -100.0% | Q3 2026 | Nov 05, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Elyxium Wealth, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Nov 03, 2026 |
| UMB Private Wealth Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 19, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Oct 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Davis Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Evolution Advisers, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Ankerstar Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |