MIZUHO FINANCIAL GROUP INC - MFG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 60,949,488 | 583,896 | 0.03% | 0.03% | 1 | +1,165,673 | 1.95% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 28,048,752 | 268,707 | 0.01% | 0.01% | 2 | +4,417,852 | 18.7% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 17,787,274 | 170,402 | 0.19% | 0.18% | 3 | +1,360,581 | 8.28% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 16,833,587 | 163,453 | 0.07% | 0.06% | 4 | +1,447,745 | 9.41% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 16,781,783 | 160,769 | 0.01% | 0.01% | 5 | +1,070,958 | 6.82% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 16,718,717 | 160,165 | 0.01% | 0.01% | 6 | +1,266,082 | 8.19% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 13,523,218 | 129,552 | 0.0% | 0.0% | 7 | +306,712 | 2.32% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 10,633,824 | 101,872 | 0.01% | 0.01% | 8 | +56,059 | 0.53% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | Reduced | 8,233,388 | 78,884 | 0.1% | 0.09% | 9 | -267,466 | -3.15% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 5,693,411 | 54,542 | 0.02% | 0.02% | 10 | +271,867 | 5.01% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 4,532,615 | 43,422 | 0.05% | 0.04% | 11 | +1,625,661 | 55.92% | Q2 2026 | Aug 13, 2026 |
| Artemis Investment Management LLP | History | Added to | 4,026,316 | 38,572 | 0.34% | 0.0% | 12 | +4,016,030 | 39043.65% | Q2 2026 | Jul 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,298,642 | 31,600 | 0.01% | 0.01% | 13 | +1,380,015 | 71.93% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,936,668 | 28,133 | 0.01% | 0.01% | 14 | +30,080 | 1.03% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 2,570,358 | 24,624 | 0.04% | 0.04% | 15 | -280,709 | -9.85% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,565,725 | 24,579 | 0.0% | 0.0% | 16 | +420,057 | 19.58% | Q2 2026 | Aug 14, 2026 |
| Wilkinson Global Asset Management LLC | History | New | 2,233,445 | 21,396 | 1.7% | — | 17 | +2,233,445 | New | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,122,107 | 20,287 | 0.0% | 0.0% | 18 | +101,047 | 5.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 1,972,993 | 18,901 | 0.01% | 0.01% | 19 | +274,850 | 16.19% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 1,769,180 | 16,948 | 0.0% | 0.0% | 20 | +635,562 | 56.06% | Q2 2026 | Aug 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 1,605,634 | 16,193 | 0.01% | 0.0% | 21 | -3,535 | -0.22% | Q2 2026 | Aug 03, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 1,400,725 | 13,418 | 1.4% | 1.22% | 22 | +132,787 | 10.47% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,358,961 | 13,018 | 0.0% | 0.0% | 23 | +594,666 | 77.81% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 1,348,258 | 12,916 | 0.0% | 0.0% | 24 | -77,055 | -5.41% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,284,005 | 12,299 | 0.0% | 0.0% | 25 | -51,898 | -3.88% | Q2 2026 | Aug 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,182,815 | 11,331 | 0.0% | 0.0% | 26 | +64,138 | 5.73% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,180,970 | 11,313 | 0.05% | 0.04% | 27 | +257,643 | 27.9% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Added to | 1,105,423 | 10,589 | 0.01% | 0.01% | 28 | +40,369 | 3.79% | Q2 2026 | Aug 13, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Added to | 1,099,664 | 10,512 | 0.02% | 0.02% | 29 | +180,456 | 19.63% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 956,297 | 9,161 | 0.03% | 0.03% | 30 | -14,978 | -1.54% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | Added to | 824,829 | 7,901 | 0.01% | 0.01% | 31 | +35,034 | 4.44% | Q2 2026 | Aug 14, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 817,384 | 7,830 | 1.59% | 1.47% | 32 | -5,789 | -0.7% | Q2 2026 | Jul 13, 2026 |
| ALLIANZ SE | History | Added to | 790,000 | 7,568 | 0.08% | 0.05% | 33 | +195,000 | 32.77% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 770,027 | 7,376 | 0.0% | 0.0% | 34 | +27,612 | 3.72% | Q2 2026 | Aug 06, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 765,157 | 7,330 | 0.06% | 0.05% | 35 | +95,651 | 14.29% | Q2 2026 | Jul 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 758,027 | 7,261 | 0.01% | 0.01% | 36 | -47,990 | -5.95% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 671,304 | 6,431 | 0.05% | 0.05% | 37 | +40,349 | 6.39% | Q2 2026 | Aug 11, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 668,210 | 6,401 | 0.08% | 0.08% | 38 | +17,662 | 2.71% | Q2 2026 | Jul 16, 2026 |
| Integrated Quantitative Investments LLC | History | Reduced | 630,481 | 6,040 | 0.99% | 1.19% | 39 | -196,071 | -23.72% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 625,342 | 5,990 | 0.0% | 0.0% | 40 | +23,113 | 3.84% | Q2 2026 | Aug 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 606,414 | 5,809 | 0.16% | 0.14% | 41 | +7,410 | 1.24% | Q2 2026 | Aug 14, 2026 |
| Gradient Investments LLC | History | Added to | 598,687 | 5,735 | 0.08% | 0.07% | 42 | +38,152 | 6.81% | Q2 2026 | Jul 08, 2026 |
| LPL Financial LLC | History | Added to | 505,673 | 4,844 | 0.0% | 0.0% | 43 | +108,567 | 27.34% | Q2 2026 | Aug 07, 2026 |
| Ethic Inc. | History | Added to | 492,394 | 4,717 | 0.06% | 0.05% | 44 | +67,106 | 15.78% | Q2 2026 | Jul 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 490,190 | 4,696 | 0.0% | 0.0% | 45 | +103,960 | 26.92% | Q2 2026 | Aug 06, 2026 |
| Callan Family Office, LLC | History | Added to | 475,954 | 4,559 | 0.09% | 0.08% | 46 | +6,462 | 1.38% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 439,047 | 4,309 | 0.01% | 0.0% | 47 | +436,860 | 19975.31% | Q2 2026 | Jul 27, 2026 |
| Vident Advisory, LLC | History | Added to | 446,313 | 4,275 | 0.03% | 0.03% | 48 | +8,223 | 1.88% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 442,623 | 4,240 | 0.0% | 0.0% | 49 | +12,445 | 2.89% | Q2 2026 | Aug 03, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 427,404 | 4,094 | 0.0% | 0.0% | 50 | +13,546 | 3.27% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 413,029 | 3,956 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 395,257 | 3,786 | 0.09% | 0.05% | 52 | +188,569 | 91.23% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 383,192 | 3,670 | 0.01% | 0.0% | 53 | +79,414 | 26.14% | Q2 2026 | Jul 30, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 380,664 | 3,646 | 0.02% | 0.01% | 54 | +77,426 | 25.53% | Q2 2026 | Aug 11, 2026 |
| M&T BANK CORP | History | Added to | 376,756 | 3,609 | 0.01% | 0.01% | 55 | +21,719 | 6.12% | Q2 2026 | Aug 04, 2026 |
| Altman Advisors, Inc. | History | Reduced | 376,633 | 3,608 | 1.29% | 1.25% | 56 | -2,765 | -0.73% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 372,957 | 3,572 | 0.04% | 0.04% | 57 | +69,419 | 22.87% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | Reduced | 360,828 | 3,456 | 0.0% | 0.0% | 58 | -17,745 | -4.69% | Q2 2026 | Aug 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 358,843 | 3,437 | 0.03% | 0.02% | 59 | +15,509 | 4.52% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 340,258 | 3,259 | 0.0% | 0.0% | 60 | +77,300 | 29.4% | Q2 2026 | Aug 13, 2026 |
| Naviter Wealth, LLC | History | Added to | 338,599 | 3,243 | 0.29% | 0.27% | 61 | +69,331 | 25.75% | Q2 2026 | Aug 07, 2026 |
| Fisher Asset Management, LLC | History | Added to | 322,485 | 3,089 | 0.0% | 0.0% | 62 | +42,781 | 15.3% | Q2 2026 | Aug 04, 2026 |
| Neuberger Berman Group LLC | History | Added to | 299,808 | 2,872 | 0.0% | 0.0% | 63 | +35,645 | 13.49% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 298,688 | 2,861 | 0.04% | 0.03% | 64 | +26,578 | 9.77% | Q2 2026 | Jul 23, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 297,365 | 2,848 | 0.0% | 0.01% | 65 | -1,281,316 | -81.16% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 290,946 | 2,787 | 0.0% | 0.0% | 66 | -3,109 | -1.06% | Q2 2026 | Aug 11, 2026 |
| Capital Research Global Investors | History | New | 291,292 | 2,784 | 0.0% | — | 67 | +291,292 | New | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 290,027 | 2,778 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 288,649 | 2,765 | 0.05% | 0.05% | 69 | -11,248 | -3.75% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 287,275 | 2,752 | 0.0% | 0.0% | 70 | -23,005 | -7.41% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 282,453 | 2,705 | 0.01% | 0.0% | 71 | +75,164 | 36.26% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 275,744 | 2,641 | 0.0% | 0.0% | 72 | +4,984 | 1.84% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 274,328 | 2,628 | 0.01% | 0.0% | 73 | +261,882 | 2104.15% | Q2 2026 | Aug 13, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 273,441 | 2,619 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 269,421 | 2,581 | 0.0% | 0.0% | 75 | +14,037 | 5.5% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | Added to | 251,834 | 2,412 | 0.0% | 0.0% | 76 | +236,918 | 1588.35% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 248,031 | 2,376 | 0.04% | 0.03% | 77 | +50,914 | 25.83% | Q2 2026 | Jul 23, 2026 |
| Nuveen, LLC | History | New | 241,764 | 2,316 | 0.0% | — | 78 | +241,764 | New | Q2 2026 | Aug 11, 2026 |
| Compound Planning, Inc. | History | Added to | 240,425 | 2,303 | 0.06% | 0.05% | 79 | +25,976 | 12.11% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | Added to | 240,144 | 2,300 | 0.0% | 0.0% | 80 | +50,597 | 26.69% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 236,400 | 2,264 | 0.0% | 0.03% | 81 | -1,984,183 | -89.35% | Q2 2026 | Aug 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 231,238 | 2,215 | 0.14% | 0.09% | 82 | +13,776 | 6.33% | Q2 2026 | Aug 12, 2026 |
| WINTON GROUP Ltd | History | Added to | 229,000 | 2,193 | 0.07% | 0.01% | 83 | +203,200 | 787.6% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 221,590 | 2,122 | 0.0% | 0.0% | 84 | +20,806 | 10.36% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 217,870 | 2,087 | 0.0% | 0.0% | 85 | +21,330 | 10.85% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | Added to | 216,683 | 2,075 | 0.0% | 0.0% | 86 | +3,614 | 1.7% | Q2 2026 | Aug 27, 2026 |
| CHOREO, LLC | History | Added to | 214,870 | 2,058 | 0.02% | 0.01% | 87 | +66,160 | 44.49% | Q2 2026 | Aug 04, 2026 |
| Lido Advisors, LLC | History | Reduced | 214,658 | 2,056 | 0.01% | 0.01% | 88 | -11,894 | -5.25% | Q2 2026 | Aug 07, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 213,939 | 2,049 | 0.1% | 0.07% | 89 | +51,016 | 31.31% | Q2 2026 | Jul 16, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 191,715 | 1,995 | 0.28% | 0.15% | 90 | +73,274 | 61.87% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 205,730 | 1,970 | 0.0% | 0.0% | 91 | -12 | -0.01% | Q2 2026 | Aug 19, 2026 |
| Capital World Investors | History | New | 205,628 | 1,965 | 0.0% | — | 92 | +205,628 | New | Q2 2026 | Aug 12, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 198,000 | 1,896 | 0.0% | 0.03% | 93 | -2,327,000 | -92.16% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 195,994 | 1,877 | 0.02% | 0.01% | 94 | +130,374 | 198.68% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 194,517 | 1,863 | 0.0% | 0.0% | 95 | +28,877 | 17.43% | Q2 2026 | Aug 12, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 188,206 | 1,803 | 0.22% | 0.13% | 96 | +104,416 | 124.62% | Q2 2026 | Jul 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 185,221 | 1,774 | 0.01% | 0.0% | 97 | +50,426 | 37.41% | Q2 2026 | Jul 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 176,736 | 1,761 | 0.0% | 0.0% | 98 | +14,920 | 9.22% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 178,125 | 1,706 | 0.01% | 0.01% | 99 | -27,386 | -13.33% | Q2 2026 | Jul 17, 2026 |
| BARCLAYS PLC | History | Added to | 169,666 | 1,625 | 0.0% | 0.0% | 100 | +146,182 | 622.47% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 165,373 | 1,584 | 0.0% | 0.0% | 101 | -3,960 | -2.34% | Q2 2026 | Aug 13, 2026 |
| Ballentine Partners, LLC | History | Added to | 161,793 | 1,549 | 0.02% | 0.02% | 102 | +6,103 | 3.92% | Q2 2026 | Jul 17, 2026 |
| Caprock Group, LLC | History | Added to | 161,363 | 1,545 | 0.03% | 0.03% | 103 | +11,880 | 7.95% | Q2 2026 | Jul 27, 2026 |
| Trexquant Investment LP | History | New | 155,661 | 1,491 | 0.01% | — | 104 | +155,661 | New | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 150,401 | 1,440 | 0.0% | 0.0% | 105 | -305,220 | -66.99% | Q2 2026 | Aug 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 147,792 | 1,415 | 0.02% | 0.02% | 106 | +796 | 0.54% | Q2 2026 | Aug 11, 2026 |
| Brooklyn Investment Group | History | No change | 172,163 | 1,366 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 140,151 | 1,342 | 0.01% | 0.01% | 108 | +6,181 | 4.61% | Q2 2026 | Aug 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 139,000 | 1,332 | 0.03% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 139,392 | 1,332 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 134,034 | 1,285 | 0.0% | 0.0% | 111 | +2,862 | 2.18% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 131,130 | 1,256 | 0.02% | 0.02% | 112 | +4,992 | 3.96% | Q2 2026 | Aug 11, 2026 |
| Voleon Capital Management LP | History | Reduced | 130,944 | 1,254 | 0.02% | 0.05% | 113 | -148,622 | -53.16% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 130,791 | 1,253 | 0.0% | 0.0% | 114 | +32,416 | 32.95% | Q2 2026 | Aug 14, 2026 |
| SYON CAPITAL LLC | History | Added to | 130,693 | 1,252 | 0.05% | 0.04% | 115 | +21,046 | 19.19% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 125,872 | 1,205 | 0.0% | 0.0% | 116 | +6,264 | 5.24% | Q2 2026 | Aug 13, 2026 |
| CIBC Asset Management Inc | History | Added to | 125,309 | 1,200 | 0.0% | 0.0% | 117 | +13,157 | 11.73% | Q2 2026 | Aug 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 124,423 | 1,192 | 0.01% | 0.01% | 118 | +3,017 | 2.49% | Q2 2026 | Jul 20, 2026 |
| Atria Investments, Inc | History | Added to | 119,764 | 1,147 | 0.01% | 0.01% | 119 | +25,385 | 26.9% | Q2 2026 | Jul 28, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 112,495 | 1,077 | 0.04% | 0.03% | 120 | +26,797 | 31.27% | Q2 2026 | Jul 20, 2026 |
| Engineers Gate Manager LP | History | New | 111,373 | 1,066 | 0.01% | — | 121 | +111,373 | New | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | New | 108,831 | 1,042 | 0.02% | — | 122 | +108,831 | New | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | Added to | 107,210 | 1,027 | 0.01% | 0.0% | 123 | +99,429 | 1277.84% | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | Added to | 115,643 | 1,018 | 0.0% | 0.0% | 124 | +52,088 | 81.96% | Q2 2026 | Aug 10, 2026 |
| Themes Management Co LLC | History | Reduced | 102,648 | 983 | 0.65% | 0.6% | 125 | -20,772 | -16.83% | Q2 2026 | Jul 21, 2026 |
| Alphadyne Asset Management LP | History | Reduced | 101,250 | 969 | 0.01% | 0.04% | 126 | -158,750 | -61.06% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 98,546 | 944 | 0.01% | 0.01% | 127 | +26,373 | 36.54% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 96,924 | 928 | 0.03% | 0.03% | 128 | +10,887 | 12.65% | Q2 2026 | Jul 07, 2026 |
| Blue Trust, Inc. | History | Reduced | 94,980 | 909 | 0.01% | 0.01% | 129 | -1,205 | -1.25% | Q2 2026 | Jul 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 92,269 | 883 | 0.0% | 0.0% | 130 | +15,092 | 19.56% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 81,132 | 850 | 0.0% | 0.0% | 131 | +24,576 | 43.45% | Q2 2026 | Jul 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 88,492 | 847 | 0.0% | 0.0% | 132 | +13,665 | 18.26% | Q2 2026 | Jul 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 86,369 | 827 | 0.02% | — | 133 | +86,369 | New | Q2 2026 | Jul 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 85,063 | 814 | 0.04% | 0.04% | 134 | -5,830 | -6.41% | Q2 2026 | Aug 14, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 84,014 | 804 | 0.04% | 0.02% | 135 | +34,656 | 70.21% | Q2 2026 | Jul 29, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 82,936 | 794 | 0.0% | 0.0% | 136 | +2,875 | 3.59% | Q2 2026 | Aug 10, 2026 |
| GUARDIAN CAPITAL LP | History | Reduced | 81,975 | 785 | 0.02% | 0.02% | 137 | -2,324 | -2.76% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 81,163 | 778 | 0.03% | 0.02% | 138 | +2,008 | 2.54% | Q2 2026 | Aug 14, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 79,775 | 764 | 0.08% | 0.07% | 139 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PDS Planning, Inc | History | Added to | 78,912 | 755 | 0.04% | 0.04% | 140 | +1,322 | 1.7% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 78,570 | 752 | 0.0% | 0.0% | 141 | +8,754 | 12.54% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 74,940 | 717 | 0.0% | 0.0% | 142 | +12,718 | 20.44% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | Reduced | 74,103 | 709 | 0.01% | 0.01% | 143 | -2,939 | -3.81% | Q2 2026 | Jul 30, 2026 |
| West Family Investments, Inc. | History | Added to | 71,823 | 688 | 0.2% | 0.15% | 144 | +16,168 | 29.05% | Q2 2026 | Aug 10, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 65,310 | 684 | 0.12% | 0.1% | 145 | -1,250 | -1.88% | Q2 2026 | Jul 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 69,975 | 670 | 0.01% | 0.01% | 146 | -437 | -0.62% | Q2 2026 | Aug 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 69,582 | 666 | 0.0% | 0.0% | 147 | +43,372 | 165.48% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Reduced | 69,361 | 664 | 0.06% | 0.06% | 148 | -3,531 | -4.84% | Q2 2026 | Jul 02, 2026 |
| GREENLEAF TRUST | History | Reduced | 68,668 | 657 | 0.01% | 0.01% | 149 | -1,845 | -2.62% | Q2 2026 | Jul 21, 2026 |
| Entropy Technologies, LP | History | Reduced | 67,384 | 645 | 0.03% | 0.03% | 150 | -13,990 | -17.19% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 67,246 | 644 | 0.0% | 0.0% | 151 | +30,771 | 84.36% | Q2 2026 | Aug 12, 2026 |
| XPONANCE LLC | History | Added to | 67,295 | 644 | 0.0% | 0.0% | 152 | +25,437 | 60.77% | Q2 2026 | Aug 10, 2026 |
| Abel Hall, LLC | History | Added to | 65,105 | 623 | 0.11% | 0.11% | 153 | +2,060 | 3.27% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 62,712 | 600 | 0.0% | 0.0% | 154 | +1,491 | 2.44% | Q2 2026 | Jul 17, 2026 |
| Jain Global LLC | History | Reduced | 62,219 | 596 | 0.0% | 0.0% | 156 | -44,100 | -41.48% | Q2 2026 | Aug 14, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 62,249 | 596 | 0.03% | 0.03% | 155 | -1,575 | -2.47% | Q2 2026 | Aug 04, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Added to | 61,989 | 593 | 0.01% | 0.01% | 157 | +857 | 1.4% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | Added to | 59,559 | 570 | 0.14% | 0.1% | 158 | +16,078 | 36.98% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 58,981 | 565 | 0.0% | 0.0% | 159 | +24,100 | 69.09% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 58,644 | 561 | 0.0% | — | 160 | +58,644 | New | Q2 2026 | Aug 12, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 58,220 | 557 | 0.03% | 0.02% | 161 | -183 | -0.31% | Q2 2026 | Aug 20, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 57,333 | 549 | 0.01% | 0.01% | 162 | +8,492 | 17.39% | Q2 2026 | Aug 03, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Added to | 56,605 | 542 | 0.28% | 0.13% | 163 | +29,207 | 106.6% | Q2 2026 | Jul 28, 2026 |
| Ellevest, Inc. | History | Added to | 55,740 | 533 | 0.06% | 0.06% | 164 | +4,307 | 8.37% | Q2 2026 | Aug 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 55,064 | 527 | 0.01% | 0.0% | 165 | +11,709 | 27.01% | Q2 2026 | Aug 13, 2026 |
| BayBridge Capital Group, LLC | History | Added to | 54,653 | 523 | 0.27% | 0.21% | 166 | +8,314 | 17.94% | Q2 2026 | Jul 14, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 54,480 | 521 | 0.0% | 0.0% | 167 | +29,131 | 114.92% | Q2 2026 | Aug 13, 2026 |
| Trust Point Inc. | History | Added to | 52,359 | 501 | 0.04% | 0.03% | 168 | +8,478 | 19.32% | Q2 2026 | Jul 08, 2026 |
| Quantbot Technologies LP | History | Added to | 51,857 | 496 | 0.02% | 0.01% | 169 | +26,181 | 101.97% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 51,740 | 495 | 0.0% | 0.0% | 170 | +1,312 | 2.6% | Q2 2026 | Jul 13, 2026 |
| &PARTNERS | History | Added to | 51,571 | 494 | 0.0% | 0.0% | 171 | +5,362 | 11.6% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 51,464 | 493 | 0.0% | 0.0% | 173 | +9,977 | 24.05% | Q2 2026 | Aug 06, 2026 |
| SYM FINANCIAL Corp | History | Added to | 51,490 | 493 | 0.04% | 0.04% | 172 | +4,613 | 9.84% | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 51,373 | 492 | 0.0% | 0.0% | 174 | +14,008 | 37.49% | Q2 2026 | Jul 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 50,977 | 488 | 0.01% | 0.0% | 175 | +10,497 | 25.93% | Q2 2026 | Aug 05, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 50,499 | 483 | 0.01% | 0.01% | 176 | +4,382 | 9.5% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 50,368 | 482 | 0.05% | 0.04% | 177 | -399 | -0.79% | Q2 2026 | Aug 07, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 49,756 | 476 | 0.27% | 0.28% | 178 | -42,139 | -45.86% | Q2 2026 | Jul 16, 2026 |
| Five Oceans Advisors | History | No change | 49,492 | 474 | 0.15% | 0.14% | 179 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 49,102 | 470 | 0.0% | 0.0% | 180 | -25,258 | -33.97% | Q2 2026 | Jul 27, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 48,719 | 466 | 0.09% | 0.05% | 181 | +23,989 | 97.0% | Q2 2026 | Jul 07, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 47,409 | 454 | 0.07% | 0.07% | 182 | +138 | 0.29% | Q2 2026 | Aug 03, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 45,994 | 440 | 0.19% | 0.16% | 183 | +314 | 0.69% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 45,805 | 438 | 0.0% | 0.0% | 184 | +369 | 0.81% | Q2 2026 | Aug 05, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 45,339 | 434 | 0.02% | 0.02% | 185 | +6,218 | 15.89% | Q2 2026 | Jul 24, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 42,094 | 431 | 0.02% | 0.02% | 186 | +43 | 0.1% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 42,402 | 406 | 0.0% | 0.0% | 187 | +6,960 | 19.64% | Q2 2026 | Jul 20, 2026 |
| Frec Markets, Inc. | History | Added to | 41,633 | 398 | 0.04% | 0.05% | 188 | +3,920 | 10.39% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | New | 39,638 | 379 | 0.0% | — | 189 | +39,638 | New | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Added to | 39,512 | 378 | 0.0% | 0.0% | 190 | +31,977 | 424.38% | Q2 2026 | Aug 14, 2026 |
| LVW Advisors, LLC | History | Added to | 39,319 | 376 | 0.03% | 0.01% | 191 | +24,085 | 158.1% | Q2 2026 | Jul 15, 2026 |
| Syverson Strege & Co | History | Reduced | 37,597 | 360 | 0.08% | 0.07% | 192 | -1,638 | -4.17% | Q2 2026 | Aug 06, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 36,736 | 351 | 0.04% | 0.04% | 193 | -217 | -0.59% | Q2 2026 | Jul 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 36,609 | 350 | 0.0% | 0.0% | 194 | +5,120 | 16.26% | Q2 2026 | Jul 28, 2026 |
| First Affirmative Financial Network | History | No change | 44,098 | 350 | 0.14% | 0.14% | 195 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 36,020 | 345 | 0.01% | 0.01% | 196 | +5,325 | 17.35% | Q2 2026 | Jul 08, 2026 |
| EWA, LLC | History | Reduced | 35,880 | 343 | 0.06% | 0.06% | 197 | -66 | -0.18% | Q2 2026 | Jul 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 35,647 | 341 | 0.0% | 0.0% | 198 | +10,418 | 41.29% | Q2 2026 | Aug 11, 2026 |
| Aviso Financial Inc. | History | Reduced | 35,579 | 340 | 0.01% | 0.01% | 199 | -1,291 | -3.5% | Q2 2026 | Aug 13, 2026 |
| Mattson Financial Services, LLC | History | Added to | 32,735 | 337 | 0.07% | 0.06% | 200 | +896 | 2.81% | Q2 2026 | Aug 04, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 35,103 | 336 | 0.02% | 0.02% | 201 | -299 | -0.84% | Q2 2026 | Aug 11, 2026 |
| BRIGHTON JONES LLC | History | Added to | 35,036 | 335 | 0.01% | 0.01% | 202 | +6,419 | 22.43% | Q2 2026 | Aug 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 33,793 | 323 | 0.0% | 0.01% | 203 | -4,191 | -11.03% | Q2 2026 | Jul 14, 2026 |
| CWM, LLC | History | No change | 40,792 | 323 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 33,553 | 321 | 0.0% | 0.0% | 205 | +4,650 | 16.09% | Q2 2026 | Jul 29, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 33,355 | 319 | 0.08% | 0.08% | 206 | +716 | 2.19% | Q2 2026 | Jul 23, 2026 |
| COMMERCE BANK | History | Added to | 33,208 | 318 | 0.0% | 0.0% | 207 | +173 | 0.52% | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | History | Added to | 33,153 | 317 | 0.01% | 0.0% | 208 | +5,485 | 19.82% | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 31,563 | 302 | 0.0% | — | 210 | +31,563 | New | Q2 2026 | Aug 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 31,554 | 302 | 0.02% | 0.02% | 209 | +9,405 | 42.46% | Q2 2026 | Aug 06, 2026 |
| Cromwell Holdings LLC | History | No change | 30,429 | 291 | 0.13% | 0.14% | 211 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 30,248 | 289 | 0.09% | 0.09% | 212 | +1,787 | 6.28% | Q2 2026 | Aug 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 30,079 | 288 | 0.01% | 0.01% | 213 | -10,323 | -25.55% | Q2 2026 | Jul 24, 2026 |
| Brown Financial Advisors | History | Added to | 30,114 | 288 | 0.1% | 0.09% | 214 | +62 | 0.21% | Q2 2026 | Aug 26, 2026 |
| 71 West Capital Partners | History | Added to | 29,894 | 286 | 0.01% | 0.01% | 216 | +13,633 | 83.84% | Q2 2026 | Aug 04, 2026 |
| Ascent Group, LLC | History | Added to | 29,887 | 286 | 0.01% | 0.01% | 215 | +4,061 | 15.72% | Q2 2026 | Aug 03, 2026 |
| New Republic Capital, LLC | History | Added to | 29,781 | 285 | 0.07% | 0.07% | 217 | +3,526 | 13.43% | Q2 2026 | Jul 31, 2026 |
| Qtron Investments LLC | History | Reduced | 29,469 | 282 | 0.04% | 0.04% | 218 | -3,673 | -11.08% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 29,400 | 281 | 0.0% | 0.0% | 219 | +6,760 | 29.86% | Q2 2026 | Sep 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 29,009 | 277 | 0.0% | 0.0% | 221 | -2,085 | -6.71% | Q2 2026 | Jul 20, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 28,963 | 277 | 0.0% | 0.0% | 220 | +1,691 | 6.2% | Q2 2026 | Aug 18, 2026 |
| Baldwin Investment Management, LLC | History | No change | 28,800 | 275 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 28,351 | 271 | 0.0% | 0.0% | 223 | +7,932 | 38.85% | Q2 2026 | Aug 03, 2026 |
| Tidal Investments LLC | History | Reduced | 28,144 | 269 | 0.0% | 0.0% | 224 | -496 | -1.73% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 27,685 | 265 | 0.0% | 0.0% | 226 | -1,084 | -3.77% | Q2 2026 | Aug 10, 2026 |
| Calydon Capital | History | No change | 27,753 | 265 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 26,146 | 250 | 0.03% | 0.03% | 227 | +4,862 | 22.84% | Q2 2026 | Jul 16, 2026 |
| Wedmont Private Capital | History | Reduced | 23,865 | 250 | 0.01% | 0.01% | 228 | -2,675 | -10.08% | Q2 2026 | Jul 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 25,883 | 247 | 0.04% | — | 230 | +25,883 | New | Q2 2026 | Aug 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 31,155 | 247 | 0.0% | 0.0% | 229 | -222 | -0.71% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 25,717 | 246 | 0.0% | 0.0% | 231 | -6,909 | -21.18% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | Added to | 25,492 | 244 | 0.0% | 0.0% | 232 | +909 | 3.7% | Q2 2026 | Aug 14, 2026 |
| Vanguard Capital Wealth Advisors | History | Added to | 25,243 | 241 | 0.16% | 0.09% | 233 | +12,500 | 98.09% | Q2 2026 | Jul 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 24,305 | 233 | 0.0% | 0.0% | 234 | +3,338 | 15.92% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 24,000 | 229 | 0.0% | 0.0% | 235 | -33,691 | -58.4% | Q2 2026 | Aug 18, 2026 |
| Keebeck Wealth Management | History | Added to | 23,839 | 228 | 0.02% | 0.01% | 236 | +8,244 | 52.86% | Q2 2026 | Aug 11, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 23,899 | 228 | 0.03% | 0.02% | 237 | +453 | 1.93% | Q2 2026 | Jul 27, 2026 |
| NewEdge Wealth, LLC | History | Added to | 23,556 | 225 | 0.0% | 0.0% | 239 | +11,036 | 88.15% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 23,500 | 225 | 0.0% | 0.0% | 238 | -9,300 | -28.35% | Q2 2026 | Sep 02, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 22,971 | 220 | 0.0% | 0.0% | 240 | -16,376 | -41.62% | Q2 2026 | Aug 10, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 22,768 | 218 | 0.02% | 0.03% | 241 | -21,010 | -47.99% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | New | 22,646 | 216 | 0.0% | — | 242 | +22,646 | New | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 22,528 | 215 | 0.0% | 0.0% | 243 | +4,542 | 25.25% | Q2 2026 | Aug 04, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 22,422 | 214 | 0.0% | 0.01% | 244 | -83,406 | -78.81% | Q2 2026 | Jul 16, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 22,401 | 214 | 0.01% | 0.01% | 245 | -1,213 | -5.14% | Q2 2026 | Jul 28, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 22,193 | 212 | 0.01% | 0.01% | 246 | -4,175 | -15.83% | Q2 2026 | Aug 13, 2026 |
| Keel Point, LLC | History | Added to | 22,016 | 210 | 0.01% | 0.01% | 247 | +37 | 0.17% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | Reduced | 21,895 | 209 | 0.0% | 0.0% | 248 | -16,145 | -42.44% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 21,722 | 208 | 0.0% | 0.0% | 249 | +6,710 | 44.7% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 21,525 | 206 | 0.0% | 0.0% | 250 | -1,815 | -7.78% | Q2 2026 | Jul 31, 2026 |
| Stonebrook Private Inc. | History | Added to | 20,586 | 197 | 0.04% | 0.02% | 251 | +8,306 | 67.64% | Q2 2026 | Aug 14, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 20,388 | 195 | 0.01% | 0.0% | 252 | +9,055 | 79.9% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 20,243 | 193 | 0.0% | — | 253 | +20,243 | New | Q2 2026 | Aug 13, 2026 |
| INGALLS & SNYDER LLC | History | No change | 20,000 | 192 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 19,660 | 188 | 0.01% | 0.01% | 255 | +7,485 | 61.48% | Q2 2026 | Jul 27, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 19,253 | 184 | 0.0% | 0.0% | 256 | +4,361 | 29.28% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 18,961 | 181 | 0.0% | 0.0% | 257 | +6,953 | 57.9% | Q2 2026 | Aug 03, 2026 |
| HUB Investment Partners, LLC | History | New | 18,841 | 180 | 0.0% | — | 260 | +18,841 | New | Q2 2026 | Jul 31, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 18,824 | 180 | 0.02% | 0.01% | 258 | +5,539 | 41.69% | Q2 2026 | Jul 09, 2026 |
| Flatrock Wealth Partners LLC | History | Added to | 18,818 | 180 | 0.07% | 0.06% | 259 | +1,933 | 11.45% | Q2 2026 | Aug 14, 2026 |
| Hilltop National Bank | History | No change | 18,726 | 179 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 18,494 | 177 | 0.0% | 0.0% | 262 | +6,681 | 56.56% | Q2 2026 | Aug 12, 2026 |
| Canopy Partners, LLC | History | Added to | 18,290 | 175 | 0.05% | 0.04% | 263 | +2,398 | 15.09% | Q2 2026 | Jul 22, 2026 |
| OneAscent Investment Solutions LLC | History | New | 18,045 | 172 | 0.16% | — | 265 | +18,045 | New | Q2 2026 | Aug 11, 2026 |
| Sepio Capital, LP | History | Added to | 18,015 | 172 | 0.01% | 0.01% | 264 | +1,524 | 9.24% | Q2 2026 | Jul 28, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 17,880 | 171 | 0.04% | 0.03% | 266 | +44 | 0.25% | Q2 2026 | Jul 09, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 17,345 | 166 | 0.1% | 0.09% | 267 | +237 | 1.39% | Q2 2026 | Jul 16, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 17,327 | 165 | 0.0% | 0.0% | 268 | +3,311 | 23.62% | Q2 2026 | Aug 07, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | No change | 17,200 | 164 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pallas Capital Advisors LLC | History | New | 16,867 | 161 | 0.0% | — | 270 | +16,867 | New | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 16,400 | 157 | 0.0% | 0.0% | 271 | -9,600 | -36.92% | Q2 2026 | Aug 14, 2026 |
| Western Financial Corp/CA | History | No change | 16,217 | 155 | 0.05% | 0.05% | 272 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GTS SECURITIES LLC | History | New | 16,110 | 154 | 0.0% | — | 274 | +16,110 | New | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 16,076 | 154 | 0.0% | 0.0% | 273 | +2,090 | 14.94% | Q2 2026 | Sep 08, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 15,946 | 152 | 0.0% | 0.0% | 275 | -8,566 | -34.95% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | New | 14,366 | 151 | 0.0% | — | 277 | +14,366 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 14,366 | 151 | 0.0% | 0.0% | 276 | -67 | -0.46% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 15,735 | 150 | 0.02% | 0.02% | 278 | +1,235 | 8.52% | Q2 2026 | Jul 10, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 15,738 | 150 | 0.1% | 0.09% | 279 | +710 | 4.72% | Q2 2026 | Aug 13, 2026 |
| Frank, Rimerman Advisors LLC | History | New | 15,525 | 148 | 0.01% | — | 280 | +15,525 | New | Q2 2026 | Jul 27, 2026 |
| Virtu Financial LLC | History | New | 15,307 | 147 | 0.0% | — | 283 | +15,307 | New | Q2 2026 | Aug 13, 2026 |
| XXI WEALTH, LLC | History | Added to | 15,358 | 147 | 0.07% | 0.06% | 282 | +2,908 | 23.36% | Q2 2026 | Aug 14, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 15,394 | 147 | 0.01% | 0.01% | 281 | -8 | -0.05% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 15,256 | 146 | 0.0% | 0.0% | 284 | -15,256 | -50.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | Reduced | 15,247 | 146 | 0.0% | 0.0% | 285 | -817 | -5.09% | Q2 2026 | Aug 11, 2026 |
| Klingman & Associates, LLC | History | Added to | 15,229 | 145 | 0.01% | 0.01% | 286 | +1,092 | 7.72% | Q2 2026 | Jul 29, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 14,953 | 143 | 0.01% | 0.0% | 288 | +10,638 | 246.54% | Q2 2026 | Jul 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 14,993 | 143 | 0.0% | 0.0% | 287 | +2,778 | 22.74% | Q2 2026 | Aug 11, 2026 |
| Prospect Financial Group LLC | History | Added to | 14,871 | 142 | 0.11% | 0.11% | 289 | +105 | 0.71% | Q2 2026 | Aug 06, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 14,788 | 141 | 0.01% | 0.02% | 292 | +998 | 7.24% | Q2 2026 | Aug 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 14,821 | 141 | 0.0% | 0.0% | 290 | +750 | 5.33% | Q2 2026 | Jul 30, 2026 |
| Traveka Wealth, LLC | History | Added to | 14,797 | 141 | 0.05% | 0.04% | 291 | +156 | 1.07% | Q2 2026 | Jul 21, 2026 |
| ASPIRIANT, LLC | History | New | 14,362 | 137 | 0.0% | — | 294 | +14,362 | New | Q2 2026 | Jul 20, 2026 |
| Avestar Capital, LLC | History | Added to | 14,347 | 137 | 0.01% | 0.01% | 293 | +749 | 5.51% | Q2 2026 | Jul 29, 2026 |
| Interchange Capital Partners, LLC | History | New | 14,257 | 136 | 0.03% | — | 295 | +14,257 | New | Q2 2026 | Jul 20, 2026 |
| XML Financial, LLC | History | Added to | 14,100 | 135 | 0.01% | 0.01% | 296 | +1,500 | 11.9% | Q2 2026 | Jul 24, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 14,175 | 135 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Paladin Wealth, LLC | History | Added to | 14,030 | 134 | 0.08% | 0.07% | 298 | +2,057 | 17.18% | Q2 2026 | Jul 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 13,897 | 133 | 0.0% | 0.0% | 299 | +6,292 | 82.74% | Q2 2026 | Aug 06, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | New | 13,546 | 129 | 0.02% | — | 301 | +13,546 | New | Q2 2026 | Jul 21, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 13,470 | 129 | 0.07% | 0.06% | 300 | +313 | 2.38% | Q2 2026 | Aug 07, 2026 |
| Sunpointe, LLC | History | Added to | 13,438 | 128 | 0.04% | 0.03% | 302 | +1,506 | 12.62% | Q2 2026 | Jul 24, 2026 |
| August Group Capital Ltd | History | Reduced | 13,355 | 127 | 0.14% | 0.12% | 304 | -99 | -0.74% | Q2 2026 | Aug 10, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 16,000 | 127 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 12,971 | 124 | 0.0% | 0.01% | 306 | +1,412 | 12.22% | Q2 2026 | Aug 06, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 13,020 | 124 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| VISIONARY HORIZONS, LLC | History | No change | 12,785 | 122 | 0.05% | 0.05% | 307 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Carter Financial Group, INC. | History | New | 12,691 | 121 | 0.06% | — | 309 | +12,691 | New | Q2 2026 | Jul 30, 2026 |
| Composition Wealth, LLC | History | New | 12,665 | 121 | 0.0% | — | 308 | +12,665 | New | Q2 2026 | Jul 22, 2026 |
| AlphaCore Capital LLC | History | New | 12,554 | 120 | 0.0% | — | 310 | +12,554 | New | Q2 2026 | Aug 06, 2026 |
| Avior Wealth Management, LLC | History | New | 12,491 | 119 | 0.0% | — | 311 | +12,491 | New | Q2 2026 | Jul 07, 2026 |
| Magnolia Private Wealth, LLC | History | New | 12,415 | 118 | 0.06% | — | 314 | +12,415 | New | Q2 2026 | Aug 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 12,392 | 118 | 0.0% | — | 312 | +12,392 | New | Q2 2026 | Jul 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 12,330 | 118 | 0.0% | — | 313 | +12,330 | New | Q2 2026 | Aug 14, 2026 |
| Aspen Grove Capital, LLC | History | No change | 12,141 | 116 | 0.02% | 0.02% | 315 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 12,039 | 115 | 0.01% | 0.06% | 316 | -54,349 | -81.87% | Q2 2026 | Aug 14, 2026 |
| NewSquare Capital LLC | History | New | 12,070 | 115 | 0.01% | — | 318 | +12,070 | New | Q2 2026 | Jul 28, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 12,084 | 115 | 0.02% | 0.02% | 317 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Added to | 11,855 | 113 | 0.05% | 0.04% | 319 | +1,185 | 11.11% | Q2 2026 | Aug 04, 2026 |
| Altar Rock LLC | History | Added to | 11,875 | 113 | 0.17% | 0.11% | 320 | +418 | 3.65% | Q2 2026 | Sep 21, 2026 |
| May Hill Capital, LLC | History | New | 11,653 | 111 | 0.02% | — | 322 | +11,653 | New | Q2 2026 | Aug 07, 2026 |
| Axiom Investment Management LLC | History | Added to | 11,672 | 111 | 0.07% | 0.06% | 321 | +1,328 | 12.84% | Q2 2026 | Jul 30, 2026 |
| Foster Group, Inc. | History | New | 11,491 | 110 | 0.0% | — | 323 | +11,491 | New | Q2 2026 | Jul 07, 2026 |
| Private Advisory Group LLC | History | No change | 11,466 | 109 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 11,275 | 108 | 0.0% | 0.0% | 325 | +196 | 1.77% | Q2 2026 | Aug 06, 2026 |
| Addison Advisors LLC | History | Reduced | 11,253 | 107 | 0.05% | 0.09% | 326 | -39,327 | -77.75% | Q2 2026 | Aug 10, 2026 |
| LifeGoal Investments, LLC | History | New | 11,159 | 106 | 0.05% | — | 327 | +11,159 | New | Q2 2026 | Jul 08, 2026 |
| Baron Wealth Management LLC | History | New | 11,056 | 105 | 0.03% | — | 329 | +11,056 | New | Q2 2026 | Jul 07, 2026 |
| Diversified Trust Co | History | Added to | 11,027 | 105 | 0.0% | 0.0% | 328 | +510 | 4.85% | Q2 2026 | Jul 17, 2026 |
| Resonant Capital Advisors, LLC | History | New | 10,858 | 104 | 0.0% | — | 330 | +10,858 | New | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,775 | 103 | 0.0% | 0.0% | 331 | +1,244 | 13.05% | Q2 2026 | Aug 12, 2026 |
| Choate Investment Advisors | History | New | 10,587 | 101 | 0.0% | — | 335 | +10,587 | New | Q2 2026 | Aug 11, 2026 |
| Warwick Investment Management, Inc. | History | New | 10,587 | 101 | 0.01% | — | 336 | +10,587 | New | Q2 2026 | Jul 31, 2026 |
| UMB Bank, n.a. | History | Added to | 10,565 | 101 | 0.0% | 0.0% | 332 | +477 | 4.73% | Q2 2026 | Aug 13, 2026 |
| Inscription Capital, LLC | History | Added to | 10,589 | 101 | 0.01% | 0.01% | 333 | +296 | 2.88% | Q2 2026 | Aug 13, 2026 |
| SIERRA OCEAN, LLC | History | No change | 10,634 | 101 | 0.07% | 0.07% | 334 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Range Advisory, LLC | History | New | 10,518 | 100 | 0.01% | — | 339 | +10,518 | New | Q2 2026 | Sep 02, 2026 |
| BESSEMER GROUP INC | History | Added to | 10,471 | 100 | 0.0% | 0.0% | 337 | +1,076 | 11.45% | Q2 2026 | Aug 12, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 10,491 | 100 | 0.03% | 0.03% | 338 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 10,357 | 99 | 0.03% | 0.03% | 340 | -96 | -0.92% | Q2 2026 | Aug 06, 2026 |
| Manchester Capital Management LLC | History | No change | 10,235 | 98 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | New | 10,162 | 97 | 0.0% | — | 343 | +10,162 | New | Q2 2026 | Aug 14, 2026 |
| SVB WEALTH LLC | History | Added to | 10,207 | 97 | 0.01% | 0.01% | 342 | +24 | 0.24% | Q2 2026 | Jul 17, 2026 |
| BENJAMIN EDWARDS INC | History | New | 10,062 | 96 | 0.0% | — | 345 | +10,062 | New | Q2 2026 | Jul 24, 2026 |
| BIP Wealth, LLC | History | New | 10,040 | 96 | 0.0% | — | 346 | +10,040 | New | Q2 2026 | Aug 03, 2026 |
| National Philanthropic Trust | History | No change | 10,110 | 96 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DGS Capital Management, LLC | History | No change | 11,744 | 93 | 0.02% | 0.02% | 347 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 9,554 | 91 | 0.0% | 0.0% | 348 | -23 | -0.24% | Q2 2026 | Aug 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 10,973 | 87 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| True Wealth Design, LLC | History | Added to | 8,722 | 83 | 0.02% | 0.01% | 350 | +2,258 | 34.93% | Q2 2026 | Jul 16, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 7,269 | 69 | 0.01% | 0.0% | 352 | +5,744 | 376.66% | Q2 2026 | Aug 04, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 7,084 | 69 | 0.01% | 0.0% | 351 | +2,210 | 45.34% | Q2 2026 | Aug 07, 2026 |
| Solstein Capital, LLC | History | No change | 7,058 | 67 | 0.02% | 0.02% | 353 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 6,946 | 66 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 6,394 | 61 | 0.0% | — | 355 | +6,394 | New | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Added to | 5,328 | 51 | 0.0% | 0.0% | 356 | +544 | 11.37% | Q2 2026 | Aug 14, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 5,396 | 51 | 0.03% | 0.03% | 357 | +386 | 7.7% | Q2 2026 | Jul 31, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 5,185 | 49 | 0.0% | 0.0% | 358 | +625 | 13.71% | Q2 2026 | Sep 04, 2026 |
| Grove Bank & Trust | History | New | 5,088 | 48 | 0.0% | — | 359 | +5,088 | New | Q2 2026 | Jul 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 4,439 | 42 | 0.0% | 0.0% | 360 | +2,070 | 87.38% | Q2 2026 | Aug 04, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,014 | 38 | 0.0% | 0.0% | 361 | +1,519 | 60.88% | Q2 2026 | Jul 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4,044 | 38 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 3,894 | 37 | 0.0% | 0.0% | 363 | +2,879 | 283.65% | Q2 2026 | Aug 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 3,713 | 35 | 0.01% | — | 364 | +3,713 | New | Q2 2026 | Jul 23, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 3,710 | 35 | 0.02% | — | 365 | +3,710 | New | Q2 2026 | Aug 13, 2026 |
| Elequin Capital, LP | History | New | 3,636 | 34 | 0.0% | — | 367 | +3,636 | New | Q2 2026 | Aug 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 3,577 | 34 | 0.0% | 0.0% | 366 | +165 | 4.84% | Q2 2026 | Jul 23, 2026 |
| Essential Partners LLC | History | Added to | 3,002 | 28 | 0.01% | 0.0% | 368 | +1,165 | 63.42% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | Added to | 2,866 | 27 | 0.0% | 0.0% | 370 | +319 | 12.52% | Q2 2026 | Jul 20, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 2,852 | 27 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 2,752 | 26 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 2,518 | 24 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 2,438 | 23 | 0.01% | — | 376 | +2,438 | New | Q2 2026 | Jul 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 2,429 | 23 | 0.0% | 0.0% | 375 | +1,051 | 76.27% | Q2 2026 | Jul 22, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 2,463 | 23 | 0.0% | 0.0% | 374 | +89 | 3.75% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 2,232 | 23 | 0.0% | 0.0% | 373 | +70 | 3.24% | Q2 2026 | Jul 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,320 | 22 | 0.0% | 0.0% | 378 | +959 | 70.46% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,400 | 22 | 0.0% | 0.0% | 377 | +799 | 49.91% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 2,301 | 22 | 0.0% | 0.0% | 379 | +194 | 9.21% | Q2 2026 | Aug 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2,350 | 22 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 2,203 | 21 | 0.0% | 0.0% | 381 | +116 | 5.56% | Q2 2026 | Jul 27, 2026 |
| Ares Financial Consulting, LLC | History | No change | 1,997 | 19 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SHP Wealth Management | History | Added to | 1,848 | 17 | 0.0% | 0.0% | 385 | +151 | 8.9% | Q2 2026 | Aug 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,791 | 17 | 0.0% | 0.0% | 384 | -83 | -4.43% | Q2 2026 | Aug 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 1,862 | 17 | 0.0% | 0.0% | 386 | +73 | 4.08% | Q2 2026 | Jul 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 1,831 | 17 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 1,734 | 16 | 0.0% | 0.0% | 387 | -157 | -8.3% | Q2 2026 | Jul 09, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 1,619 | 15 | 0.0% | 0.0% | 388 | +1,041 | 180.1% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 1,466 | 14 | 0.01% | 0.0% | 389 | +902 | 159.93% | Q2 2026 | Aug 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 1,415 | 13 | 0.0% | — | 391 | +1,415 | New | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 1,375 | 13 | 0.0% | 0.0% | 390 | +1,169 | 567.48% | Q2 2026 | Jul 27, 2026 |
| Kilter Group LLC | History | Added to | 1,299 | 12 | 0.0% | — | 393 | +1,203 | 1253.13% | Q2 2026 | Aug 11, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,326 | 12 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ameritas Advisory Services, LLC | History | New | 1,189 | 11 | 0.0% | — | 396 | +1,189 | New | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | Added to | 1,247 | 11 | 0.0% | 0.0% | 395 | +460 | 58.45% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,184 | 11 | 0.0% | 0.0% | 394 | +429 | 56.82% | Q2 2026 | Jul 20, 2026 |
| Smithfield Trust Co | History | No change | 1,051 | 10 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 969 | 9 | 0.0% | — | 401 | +969 | New | Q2 2026 | Aug 07, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 1,036 | 9 | 0.0% | 0.0% | 399 | +86 | 9.05% | Q2 2026 | Aug 26, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,000 | 9 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EFG International AG | History | No change | 999 | 9 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 880 | 8 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aventura Private Wealth, LLC | History | New | 765 | 7 | 0.0% | — | 406 | +765 | New | Q2 2026 | Jul 15, 2026 |
| Ninepoint Partners LP | History | Added to | 752 | 7 | 0.0% | 0.0% | 404 | +467 | 163.86% | Q2 2026 | Aug 11, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 777 | 7 | 0.0% | 0.0% | 405 | +32 | 4.3% | Q2 2026 | Jul 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 794 | 7 | 0.0% | 0.0% | 403 | -1 | -0.13% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 637 | 6 | 0.0% | 0.0% | 408 | -1,044 | -62.11% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 698 | 6 | 0.0% | 0.0% | 409 | +387 | 124.44% | Q2 2026 | Aug 11, 2026 |
| North Star Investment Management Corp. | History | No change | 655 | 6 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 669 | 6 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 556 | 5 | 0.0% | — | 416 | +556 | New | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 524 | 5 | 0.0% | 0.0% | 412 | +265 | 102.32% | Q2 2026 | Aug 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 529 | 5 | 0.0% | 0.0% | 413 | +229 | 76.33% | Q2 2026 | Jul 30, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 618 | 5 | 0.0% | 0.0% | 411 | +212 | 52.22% | Q2 2026 | Aug 10, 2026 |
| Signature Equity Partners, LLC | History | Added to | 543 | 5 | 0.0% | 0.0% | 415 | +161 | 42.15% | Q2 2026 | Jul 30, 2026 |
| American Capital Advisory, LLC | History | Reduced | 592 | 5 | 0.0% | 0.0% | 414 | -144 | -19.57% | Q2 2026 | Jul 28, 2026 |
| Creative Capital Management Investments LLC | History | New | 502 | 4 | 0.0% | — | 421 | +502 | New | Q2 2026 | Jul 24, 2026 |
| MOTCO | History | New | 449 | 4 | 0.0% | — | 420 | +449 | New | Q2 2026 | Jul 31, 2026 |
| Asset Dedication, LLC | History | Added to | 453 | 4 | 0.0% | 0.0% | 418 | +106 | 30.55% | Q2 2026 | Jul 30, 2026 |
| CITY HOLDING CO | History | No change | 501 | 4 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Independence Bank of Kentucky | History | No change | 433 | 4 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gleason Group, Inc. | History | New | 381 | 3 | 0.0% | — | 433 | +381 | New | Q2 2026 | Jul 13, 2026 |
| Synergy Investment Management, LLC | History | New | 377 | 3 | 0.0% | — | 434 | +377 | New | Q2 2026 | Aug 14, 2026 |
| N.E.W. Advisory Services LLC | History | New | 369 | 3 | 0.0% | — | 432 | +369 | New | Q2 2026 | Aug 06, 2026 |
| Allied Private Wealth LLC | History | New | 346 | 3 | 0.0% | — | 435 | +346 | New | Q2 2026 | Jul 09, 2026 |
| CENTRAL TRUST Co | History | Added to | 329 | 3 | 0.0% | 0.0% | 423 | +117 | 55.19% | Q2 2026 | Jul 31, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 324 | 3 | 0.0% | 0.0% | 429 | +103 | 46.61% | Q2 2026 | Jul 06, 2026 |
| MATHER GROUP, LLC. | History | Added to | 401 | 3 | 0.0% | 0.0% | 424 | +43 | 12.01% | Q2 2026 | Jul 27, 2026 |
| Rossby Financial, LCC | History | Added to | 346 | 3 | 0.0% | 0.0% | 428 | +33 | 10.54% | Q2 2026 | Aug 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 319 | 3 | 0.0% | 0.0% | 422 | +2 | 0.63% | Q2 2026 | Jul 27, 2026 |
| CX Institutional | History | No change | 320 | 3 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 316 | 3 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nemes Rush Group LLC | History | No change | 403 | 3 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burk Holdings LLC | History | No change | 343 | 3 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bravera Wealth | History | No change | 363 | 3 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 285 | 2 | 0.0% | — | 440 | +285 | New | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | New | 261 | 2 | 0.0% | — | 439 | +261 | New | Q2 2026 | Aug 07, 2026 |
| Highland Investment Advisors LLC | History | New | 260 | 2 | 0.0% | — | 442 | +260 | New | Q2 2026 | Aug 13, 2026 |
| Copia Wealth Management | History | New | 229 | 2 | 0.0% | — | 441 | +229 | New | Q2 2026 | Aug 17, 2026 |
| JNBA Financial Advisors | History | No change | 248 | 2 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 242 | 2 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MidFirst Bank | History | No change | 253 | 2 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quent Capital, LLC | History | New | 203 | 1 | 0.0% | — | 449 | +203 | New | Q2 2026 | Aug 07, 2026 |
| Trifecta Capital Advisors, LLC | History | New | 197 | 1 | 0.0% | — | 450 | +197 | New | Q2 2026 | Aug 03, 2026 |
| LRI Investments, LLC | History | New | 193 | 1 | 0.0% | — | 451 | +193 | New | Q2 2026 | Jul 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 169 | 1 | 0.0% | — | 448 | +169 | New | Q2 2026 | Jul 21, 2026 |
| Glen Eagle Advisors, LLC | History | New | 167 | 1 | 0.0% | — | 453 | +167 | New | Q2 2026 | Aug 14, 2026 |
| Downshift Financial, LLC | History | New | 149 | 1 | 0.0% | — | 455 | +149 | New | Q2 2026 | Aug 12, 2026 |
| Bogart Wealth, LLC | History | Added to | 180 | 1 | 0.0% | — | 444 | +142 | 373.68% | Q2 2026 | Jul 24, 2026 |
| Breakwater Investment Management | History | New | 115 | 1 | 0.0% | — | 452 | +115 | New | Q2 2026 | Aug 06, 2026 |
| Noble Wealth Management PBC | History | New | 115 | 1 | 0.0% | — | 454 | +115 | New | Q2 2026 | Jul 01, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | New | 97 | 1 | 0.0% | — | 447 | +97 | New | Q2 2026 | Aug 18, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 204 | 1 | 0.0% | 0.0% | 443 | +39 | 23.64% | Q2 2026 | Aug 13, 2026 |
| CVA Family Office, LLC | History | No change | 131 | 1 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 120 | 1 | 0.0% | — | 446 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,715,075 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.55% | — | -650,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| XY Capital Ltd | History | Closed out | 0 | 0 | — | 2.87% | — | -365,039 | -100.0% | Q2 2026 | Aug 11, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -222,677 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -200,203 | -100.0% | Q2 2026 | Jul 09, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -114,970 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -91,079 | -100.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -71,345 | -100.0% | Q2 2026 | Aug 06, 2026 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 0.07% | — | -67,361 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63,267 | -100.0% | Q2 2026 | Jul 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,193 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -50,000 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -27,364 | -100.0% | Q2 2026 | Aug 11, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,012 | -100.0% | Q2 2026 | Aug 10, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,632 | -100.0% | Q2 2026 | Aug 14, 2026 |
| a16z Perennial Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -17,819 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,308 | -100.0% | Q2 2026 | Jul 29, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -12,914 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,672 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Newport Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,029 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,490 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,728 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Berbice Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,000 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,838 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,212 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,628 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,245 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Innovative Asset Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,144 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Bancorp, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -604 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Intentional Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -496 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Richardson Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -353 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q2 2026 | Jul 23, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q2 2026 | Jul 24, 2026 |
| Monetary Solutions, Ltd | History | New | 104 | 0 | — | — | — | +104 | New | Q2 2026 | Jul 23, 2026 |
| Mosley Wealth Management | History | New | 100 | 0 | — | — | — | +100 | New | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | New | 97 | 0 | — | — | — | +97 | New | Q2 2026 | Jul 06, 2026 |
| Frazier Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -61 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 58 | 0 | — | — | — | +58 | New | Q2 2026 | Aug 07, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 56 | 0 | — | — | — | +56 | New | Q2 2026 | Jul 29, 2026 |
| Arlington Trust Co LLC | History | Reduced | 51 | 0 | — | — | — | -37 | -42.05% | Q2 2026 | Jul 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Decker Retirement Planning Inc. | History | New | 28 | 0 | — | — | — | +28 | New | Q2 2026 | Jul 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 96 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ST GERMAIN D J CO INC | History | No change | 96 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TD Capital Management LLC | History | No change | 85 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stone House Investment Management, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| High Note Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Abound Wealth Management | History | No change | 95 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |