SPDR S&P MIDCAP 400 ETF TRUST - MDY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 1,946,508 | 1,369,056 | 0.09% | 0.09% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,235,352 | 868,873 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,178,967 | 829,215 | 0.13% | 0.13% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,049,595 | 738,222 | 0.09% | 0.09% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 963,812 | 677,888 | 0.74% | 0.74% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 151,789 | 655,936 | 0.23% | 0.23% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 906,280 | 637,422 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 903,341 | 635,355 | 0.34% | 0.34% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 849,491 | 597,481 | 1.74% | 1.74% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 693,381 | 487,682 | 0.24% | 0.24% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 651,062 | 457,917 | 0.06% | 0.06% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 488,839 | 343,820 | 0.09% | 0.09% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 477,136 | 335,589 | 0.11% | 0.11% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 473,430 | 332,982 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 412,840 | 290,366 | 1.95% | 1.95% | 15 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JANE STREET GROUP, LLC | History | No change | 402,900 | 283,375 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 291,654 | 205,133 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 285,765 | 199,441 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 283,087 | 198,947 | 0.62% | 0.62% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 271,019 | 190,627 | 0.72% | 0.72% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 265,846 | 186,980 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | No change | 236,181 | 166,115 | 0.1% | 0.1% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 234,897 | 165,212 | 0.16% | 0.16% | 23 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 226,432 | 159,258 | 0.22% | 0.22% | 24 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Arvest Bank Trust Division | History | No change | 224,334 | 157,783 | 7.69% | 7.69% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 244,920 | 151,056 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 208,394 | 146,574 | 11.66% | 11.66% | 27 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LPL Financial LLC | History | No change | 166,179 | 116,880 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Generali Asset Management SPA SGR | History | No change | 164,778 | 115,894 | 2.1% | 2.1% | 29 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bank of New York Mellon Corp | History | No change | 161,143 | 113,338 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 154,726 | 108,824 | 5.38% | 5.38% | 31 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SG Americas Securities, LLC | History | No change | 143,035 | 100,602 | 0.06% | 0.06% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELCH & FORBES LLC | History | No change | 142,173 | 99,996 | 1.22% | 1.22% | 33 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cerity Partners LLC | History | No change | 139,760 | 98,299 | 0.12% | 0.12% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 139,449 | 98,080 | 0.43% | 0.43% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 134,929 | 94,900 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| WHITTIER TRUST CO | History | No change | 131,409 | 91,547 | 0.9% | 0.9% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 120,108 | 84,477 | 0.1% | 0.1% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | No change | 119,454 | 84,016 | 0.32% | 0.32% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hills Bank & Trust Co | History | No change | 111,587 | 78,483 | 3.34% | 3.34% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN ADVISORY INC | History | No change | 110,435 | 77,673 | 0.12% | 0.12% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 104,807 | 73,670 | 0.08% | 0.08% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 101,656 | 71,671 | 3.03% | 3.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 101,693 | 71,528 | 0.07% | 0.07% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 96,420 | 67,900 | 0.08% | 0.08% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 89,737 | 63,115 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | No change | 88,675 | 62,368 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 85,773 | 60,376 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 83,440 | 58,686 | 0.98% | 0.98% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 83,263 | 58,562 | 0.09% | 0.09% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 81,882 | 57,590 | 2.29% | 2.29% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WASHINGTON TRUST Co | History | No change | 81,402 | 57,253 | 1.78% | 1.78% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 76,091 | 53,517 | 0.14% | 0.14% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Henshaw Capital LLC | History | No change | 73,000 | 51,343 | 1.67% | 1.67% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 72,534 | 51,017 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 69,882 | 49,150 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 67,963 | 47,801 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 66,690 | 46,905 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Portland Global Advisors LLC | History | No change | 63,792 | 44,867 | 4.26% | 4.26% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 63,175 | 44,540 | 0.56% | 0.56% | 60 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Midwest Trust Co | History | No change | 62,409 | 43,894 | 0.5% | 0.5% | 61 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 62,245 | 42,832 | 0.8% | 0.8% | 62 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SMITH, MOORE & CO. | History | No change | 60,828 | 42,782 | 2.78% | 2.78% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 59,492 | 41,843 | 0.5% | 0.5% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 58,735 | 41,310 | 1.48% | 1.48% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 57,763 | 40,627 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OFS Enterprise LLC | History | No change | 56,835 | 39,974 | 10.21% | 10.21% | 67 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 56,215 | 39,538 | 0.43% | 0.43% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MetLife Investment Management, LLC | History | No change | 54,500 | 38,332 | 0.17% | 0.17% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 52,970 | 37,255 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 50,859 | 35,815 | 0.1% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 50,915 | 35,810 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crewe Advisors LLC | History | No change | 50,124 | 35,254 | 2.55% | 2.55% | 73 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | No change | 50,072 | 35,217 | 0.98% | 0.98% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 49,926 | 35,114 | 0.06% | 0.06% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 49,860 | 35,068 | 0.4% | 0.4% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 49,110 | 33,877 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 51,162 | 33,598 | 0.89% | 0.99% | 78 | -3,074 | -5.67% | Q3 2026 | Oct 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 46,580 | 32,761 | 0.22% | 0.22% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 45,654 | 32,110 | 0.89% | 0.89% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | No change | 44,841 | 31,539 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 44,808 | 31,515 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 45,473 | 31,282 | 0.63% | 0.63% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 44,423 | 31,244 | 0.29% | 0.29% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LCM Capital Management Inc | History | No change | 44,192 | 31,081 | 13.51% | 13.51% | 85 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 44,041 | 30,975 | 3.65% | 3.65% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 43,991 | 30,940 | 0.29% | 0.29% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisors, LLC | History | No change | 43,944 | 30,907 | 4.26% | 4.26% | 88 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BESSEMER GROUP INC | History | No change | 43,225 | 30,401 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 43,120 | 30,328 | 3.03% | 3.03% | 90 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CUMBERLAND ADVISORS INC | History | No change | 42,307 | 29,756 | 10.48% | 10.48% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Savant Capital, LLC | History | No change | 44,623 | 29,515 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 41,640 | 29,287 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Klingman & Associates, LLC | History | No change | 41,488 | 29,180 | 1.24% | 1.24% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tandem Wealth Advisors LLC | History | No change | 41,156 | 28,946 | 11.52% | 11.52% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 41,042 | 28,867 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | No change | 400 | 28,133 | 3.46% | 3.46% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 39,989 | 28,125 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 39,554 | 27,819 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONNING INC. | History | No change | 38,022 | 26,742 | 0.8% | 0.8% | 100 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 38,000 | 26,726 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 37,833 | 26,610 | 0.06% | 0.06% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Curi Capital, LLC | History | No change | 37,574 | 26,490 | 0.41% | 0.41% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 36,927 | 25,972 | 0.19% | 0.19% | 104 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| 1ST SOURCE BANK | History | No change | 36,184 | 25,449 | 1.15% | 1.15% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Point72 Asset Management, L.P. | History | No change | 36,180 | 25,446 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Asset Management, LLC | History | No change | 35,518 | 24,981 | 0.3% | 0.3% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 35,015 | 24,627 | 0.08% | 0.08% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SummitTX Capital, L.P. | History | No change | 34,353 | 24,161 | 0.62% | 0.62% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tiller Private Wealth, Inc. | History | No change | 33,454 | 23,529 | 7.37% | 7.37% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 33,271 | 23,401 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steele Capital Management, Inc. | History | No change | 32,975 | 23,248 | 0.86% | 0.86% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Composition Wealth, LLC | History | No change | 32,657 | 22,969 | 0.27% | 0.27% | 113 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 32,187 | 22,638 | 0.38% | 0.38% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 31,797 | 22,363 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 31,534 | 22,179 | 1.32% | 1.32% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DC Investments Management, LLC | History | No change | 30,673 | 21,573 | 7.36% | 7.36% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 30,628 | 21,542 | 0.22% | 0.22% | 118 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 29,521 | 20,763 | 0.1% | 0.1% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curbstone Financial Management Corp | History | No change | 29,434 | 20,702 | 3.53% | 3.53% | 120 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Waldron Private Wealth LLC | History | No change | 29,380 | 20,662 | 0.72% | 0.72% | 121 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Passaic Partners LLC | History | No change | 27,485 | 19,331 | 1.42% | 1.42% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 27,116 | 19,070 | 0.3% | 0.3% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | No change | 25,046 | 18,751 | 4.49% | 4.49% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 25,895 | 18,212 | 3.18% | 3.18% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| M&T BANK CORP | History | No change | 25,041 | 17,612 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Simmons Bank | History | No change | 23,674 | 16,650 | 0.95% | 0.95% | 127 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 22,747 | 15,998 | 0.07% | 0.07% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 22,594 | 15,891 | 3.25% | 3.25% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HighPoint Advisor Group LLC | History | No change | 21,962 | 15,446 | 0.54% | 0.54% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 21,808 | 15,338 | 0.08% | 0.08% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caldwell Trust Co | History | No change | 21,600 | 15,192 | 1.23% | 1.23% | 132 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nitorum Capital, L.P. | History | No change | 21,216 | 14,922 | 10.16% | 10.16% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 20,975 | 14,752 | 2.94% | 2.94% | 134 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Arax Advisory Partners | History | No change | 20,883 | 14,687 | 0.1% | 0.1% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MCF Advisors LLC | History | No change | 20,669 | 14,556 | 0.52% | 0.52% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 20,657 | 14,529 | 0.06% | 0.06% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| jvl associates llc | History | No change | 19,689 | 13,848 | 3.93% | 3.93% | 138 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Quantinno Capital Management LP | History | No change | 19,513 | 13,724 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Carnegie Investment Counsel | History | No change | 19,126 | 13,452 | 0.27% | 0.27% | 140 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 18,752 | 13,189 | 0.26% | 0.26% | 141 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Callan Family Office, LLC | History | No change | 18,564 | 13,056 | 0.26% | 0.26% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 18,508 | 13,017 | 0.06% | 0.06% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lutz Financial Services LLC | History | No change | 18,176 | 12,784 | 0.78% | 0.78% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 18,137 | 12,756 | 1.64% | 1.64% | 145 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Csenge Advisory Group | History | No change | 18,101 | 12,731 | 0.52% | 0.52% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corsicana & Co. | History | No change | 18,003 | 12,662 | 6.14% | 6.14% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 18,000 | 12,660 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Thrive Wealth Management, LLC | History | No change | 18,001 | 12,660 | 1.61% | 1.61% | 149 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Shulman DeMeo Asset Management LLC | History | No change | 17,873 | 12,570 | 2.35% | 2.35% | 150 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 17,947 | 12,528 | 0.35% | 0.35% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jump Financial, LLC | History | No change | 17,602 | 12,380 | 0.1% | 0.1% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | No change | 17,394 | 12,234 | 2.75% | 2.75% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 17,337 | 12,193 | 0.8% | 0.8% | 154 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hummer Financial Advisory Services Inc | History | No change | 17,189 | 12,118 | 7.97% | 7.97% | 155 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CENTRAL BANK & TRUST CO | History | No change | 17,010 | 11,963 | 1.7% | 1.7% | 156 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Torrey-Payne Wealth Management, LLC | History | No change | 15,961 | 11,226 | 9.23% | 9.23% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Legacy Advisors, LLC | History | No change | 15,938 | 11,209 | 1.05% | 1.05% | 158 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Montz Harcus Wealth Management LLC | History | No change | 15,925 | 11,200 | 3.99% | 3.99% | 159 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 17,010 | 11,170 | 0.81% | 0.86% | 160 | -83 | -0.49% | Q3 2026 | Oct 01, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 15,755 | 11,081 | 1.09% | 1.09% | 161 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 15,676 | 11,025 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 15,597 | 10,969 | 1.06% | 1.06% | 163 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 15,536 | 10,927 | 1.32% | 1.32% | 164 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AGF MANAGEMENT LTD | History | No change | 15,289 | 10,753 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GFS Advisors, LLC | History | No change | 123 | 10,691 | 1.13% | 1.13% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Evercore Wealth Management, LLC | History | No change | 15,125 | 10,637 | 0.15% | 0.15% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 15,045 | 10,581 | 0.28% | 0.28% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 14,956 | 10,519 | 0.51% | 0.51% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Canopy Partners, LLC | History | No change | 14,921 | 10,494 | 3.16% | 3.16% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 15,050 | 10,468 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NBT BANK, N.A. | History | No change | 14,809 | 10,415 | 0.69% | 0.69% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Howard Capital Management, LLC | History | No change | 14,723 | 10,355 | 0.12% | 0.12% | 173 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Granite FO LLC | History | No change | 14,702 | 10,340 | 5.47% | 5.47% | 174 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IEQ CAPITAL, LLC | History | No change | 14,582 | 10,256 | 0.05% | 0.05% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 14,361 | 10,100 | 0.06% | 0.06% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chesley Taft & Associates LLC | History | No change | 14,342 | 10,087 | 0.39% | 0.39% | 177 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Legal & General Group Plc | History | No change | 14,200 | 9,986 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MERCHANTS CORP | History | No change | 14,160 | 9,959 | 0.35% | 0.35% | 179 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| World Investment Advisors | History | No change | 16,124 | 9,947 | 0.16% | 0.16% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 14,018 | 9,859 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 13,972 | 9,826 | 0.29% | 0.29% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 13,936 | 9,801 | 2.64% | 2.64% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Paulson Wealth Management Inc. | History | No change | 13,887 | 9,766 | 2.07% | 2.07% | 184 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 13,739 | 9,663 | 0.46% | 0.46% | 185 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TKG Advisors, LLC | History | No change | 13,629 | 9,585 | 3.33% | 3.33% | 186 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 13,581 | 9,552 | 1.29% | 1.29% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RMR Wealth Builders | History | No change | 13,395 | 9,420 | 0.58% | 0.58% | 188 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Busey Bank | History | No change | 12,968 | 9,120 | 0.22% | 0.22% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 12,960 | 9,115 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Grove Bank & Trust | History | No change | 12,709 | 8,938 | 0.89% | 0.89% | 191 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 12,594 | 8,857 | 0.35% | 0.35% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 12,497 | 8,810 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Center for Financial Services | History | No change | 12,312 | 8,659 | 1.93% | 1.93% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 12,168 | 8,578 | 0.15% | 0.15% | 195 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Newport Capital Group, LLC | History | No change | 12,055 | 8,486 | 4.76% | 4.76% | 196 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 11,785 | 8,288 | 0.11% | 0.11% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 11,748 | 8,262 | 0.12% | 0.12% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 11,736 | 8,254 | 0.94% | 0.94% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 11,608 | 8,164 | 0.71% | 0.71% | 200 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CMG Global Holdings, LLC | History | No change | 11,394 | 8,013 | 3.4% | 3.4% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MGO ONE SEVEN LLC | History | No change | 11,355 | 7,986 | 0.13% | 0.13% | 202 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 11,309 | 7,954 | 0.24% | 0.24% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elyxium Wealth, LLC | History | No change | 11,270 | 7,926 | 0.83% | 0.83% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 11,191 | 7,871 | 0.48% | 0.48% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST HORIZON CORP | History | No change | 11,177 | 7,861 | 0.3% | 0.3% | 206 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Summit Financial, LLC | History | No change | 11,121 | 7,840 | 0.09% | 0.09% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANOVER ADVISORS INC | History | No change | 11,128 | 7,826 | 2.82% | 2.82% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LYNX CAPITAL GROUP LTD /ADV | History | No change | 11,094 | 7,803 | 3.15% | 3.15% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 11,073 | 7,789 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEEDS INVESTOR LLC | History | No change | 11,075 | 7,789 | 0.8% | 0.8% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 11,007 | 7,741 | 0.09% | 0.09% | 212 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 10,983 | 7,724 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Latigo Investments, LLC | History | No change | 10,962 | 7,710 | 3.44% | 3.44% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alexis Investment Partners, LLC | History | No change | 11,006 | 7,681 | 4.49% | 4.49% | 215 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | No change | 10,913 | 7,675 | 1.64% | 1.64% | 216 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Community Bank, N.A. | History | No change | 10,812 | 7,604 | 0.82% | 0.82% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mechanics Bank Trust Department | History | No change | 10,786 | 7,586 | 0.94% | 0.94% | 218 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Linscomb Wealth, Inc. | History | No change | 10,708 | 7,531 | 0.33% | 0.33% | 219 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| G&S Capital LLC | History | No change | 10,704 | 7,528 | 2.18% | 2.18% | 220 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Madison Park Capital Advisors, LLC | History | No change | 10,644 | 7,486 | 5.33% | 5.33% | 221 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 10,633 | 7,478 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 10,485 | 7,374 | 0.44% | 0.44% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Palisade Asset Management, LLC | History | No change | 10,406 | 7,318 | 0.68% | 0.68% | 224 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 10,342 | 7,273 | 0.63% | 0.63% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 10,292 | 7,238 | 0.32% | 0.32% | 226 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NICOLET BANKSHARES INC | History | No change | 10,279 | 7,171 | 0.23% | 0.23% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 10,032 | 7,055 | 4.09% | 4.09% | 228 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RBF Capital, LLC | History | No change | 10,000 | 7,033 | 0.29% | 0.29% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilmar Advisors LLC | History | No change | 10,000 | 7,033 | 5.09% | 5.09% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 9,893 | 6,958 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CENTRAL TRUST Co | History | No change | 9,790 | 6,885 | 0.12% | 0.12% | 232 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 9,776 | 6,875 | 0.4% | 0.4% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 9,668 | 6,799 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sageworth Trust Co | History | No change | 9,569 | 6,730 | 0.27% | 0.27% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 9,494 | 6,677 | 1.87% | 1.87% | 236 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Diversified Portfolios, Inc. | History | No change | 9,483 | 6,669 | 0.48% | 0.48% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ADIRONDACK TRUST CO | History | No change | 9,471 | 6,661 | 1.98% | 1.98% | 238 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,452 | 6,648 | 0.05% | 0.05% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dakota Wealth Management | History | No change | 9,354 | 6,578 | 0.13% | 0.13% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 9,319 | 6,570 | 0.31% | 0.31% | 241 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atria Investments, Inc | History | No change | 9,301 | 6,541 | 0.07% | 0.07% | 242 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | No change | 9,277 | 6,525 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CreativeOne Wealth, LLC | History | No change | 9,231 | 6,492 | 0.14% | 0.14% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 9,224 | 6,488 | 0.05% | 0.05% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Balboa Wealth Partners | History | No change | 9,148 | 6,434 | 0.88% | 0.88% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | No change | 9,113 | 6,409 | 0.07% | 0.07% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 9,113 | 6,409 | 0.62% | 0.62% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 8,972 | 6,325 | 0.12% | 0.12% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOTCO | History | No change | 8,972 | 6,310 | 0.54% | 0.54% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 8,908 | 6,265 | 0.13% | 0.13% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | No change | 8,898 | 6,258 | 0.34% | 0.34% | 252 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 10,145 | 6,257 | 1.08% | 1.08% | 253 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Firestone Capital Management | History | No change | 8,893 | 6,254 | 1.16% | 1.16% | 254 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gotham Asset Management, LLC | History | No change | 8,864 | 6,234 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TI-TRUST, INC | History | No change | 8,799 | 6,188 | 3.33% | 3.33% | 256 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | No change | 8,797 | 6,186 | 2.49% | 2.49% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Highview Capital Management LLC/DE/ | History | No change | 8,748 | 6,152 | 1.77% | 1.77% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Estate Counselors, LLC | History | No change | 8,681 | 6,105 | 0.52% | 0.52% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | No change | 8,655 | 6,087 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 8,610 | 6,055 | 0.15% | 0.15% | 261 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 8,453 | 5,945 | 0.07% | 0.07% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMG National Trust Bank | History | No change | 8,449 | 5,942 | 0.12% | 0.12% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | No change | 8,433 | 5,931 | 2.41% | 2.41% | 264 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 8,403 | 5,924 | 0.22% | 0.22% | 265 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 8,411 | 5,915 | 0.12% | 0.12% | 266 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Synergy Asset Management, LLC | History | No change | 8,398 | 5,906 | 0.56% | 0.56% | 267 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bay Rivers Group | History | No change | 8,290 | 5,830 | 1.99% | 1.99% | 268 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 8,192 | 5,761 | 1.24% | 1.24% | 269 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 8,113 | 5,706 | 0.29% | 0.29% | 270 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Nicollet Investment Management, Inc. | History | No change | 8,059 | 5,668 | 1.75% | 1.75% | 271 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apollon Wealth Management, LLC | History | No change | 8,047 | 5,659 | 0.07% | 0.07% | 272 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OPPENHEIMER & CO INC | History | No change | 8,039 | 5,654 | 0.06% | 0.06% | 273 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 8,189 | 5,651 | 1.82% | 1.82% | 274 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 7,973 | 5,607 | 0.32% | 0.32% | 275 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Haverford Trust Co | History | No change | 7,912 | 5,564 | 0.05% | 0.05% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 7,834 | 5,510 | 1.78% | 1.78% | 277 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prospera Financial Services Inc | History | No change | 7,710 | 5,422 | 0.08% | 0.08% | 278 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 7,708 | 5,421 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Peak Asset Management, LLC | History | No change | 7,699 | 5,415 | 0.8% | 0.8% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evensky & Katz LLC | History | No change | 7,654 | 5,383 | 0.28% | 0.28% | 281 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 7,629 | 5,365 | 0.06% | 0.06% | 282 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Perigon Wealth Management, LLC | History | No change | 7,597 | 5,343 | 0.08% | 0.08% | 283 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NIXON PEABODY TRUST CO | History | No change | 7,556 | 5,314 | 0.38% | 0.38% | 284 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GTS SECURITIES LLC | History | No change | 7,546 | 5,307 | 0.11% | 0.11% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 7,544 | 5,305 | 0.49% | 0.49% | 286 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 7,528 | 5,294 | 0.13% | 0.13% | 287 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 7,510 | 5,282 | 0.27% | 0.27% | 288 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 7,464 | 5,250 | 1.78% | 1.78% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Midwest Financial Group LLC | History | No change | 7,459 | 5,246 | 1.84% | 1.84% | 290 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 7,419 | 5,218 | 0.08% | 0.08% | 291 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 7,373 | 5,185 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEANS INVESTMENT CO., INC. | History | No change | 7,308 | 5,139 | 0.39% | 0.39% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Breakwater Capital Group | History | No change | 7,297 | 5,132 | 0.62% | 0.62% | 294 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BOKF, NA | History | No change | 7,272 | 5,114 | 0.07% | 0.07% | 295 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hilltop Holdings Inc. | History | No change | 7,222 | 5,079 | 0.39% | 0.39% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 7,173 | 5,045 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colorado Capital Management, Inc. | History | No change | 7,098 | 4,992 | 1.7% | 1.7% | 298 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 7,093 | 4,988 | 0.09% | 0.09% | 299 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Modera Wealth Management, LLC | History | No change | 7,047 | 4,956 | 0.05% | 0.05% | 300 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |