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 | No change | 60,949,488 | 583,896 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 28,048,752 | 268,707 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 17,787,274 | 170,402 | 0.19% | 0.19% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 16,833,587 | 163,453 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 16,781,783 | 160,769 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 16,718,717 | 160,165 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 13,523,218 | 129,552 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 10,633,824 | 101,872 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Artemis Investment Management LLP | History | Added to | 7,433,017 | 82,134 | 0.72% | 0.34% | 9 | +3,406,701 | 84.61% | Q3 2026 | Oct 08, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 8,233,388 | 78,884 | 0.1% | 0.1% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 5,693,411 | 54,542 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 4,532,615 | 43,422 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,298,642 | 31,600 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,936,668 | 28,133 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 2,570,358 | 24,624 | 0.04% | 0.04% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,565,725 | 24,579 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 2,126,126 | 23,493 | 0.01% | 0.01% | 17 | +153,133 | 7.76% | Q3 2026 | Nov 02, 2026 |
| Wilkinson Global Asset Management LLC | History | No change | 2,233,445 | 21,396 | 1.7% | 1.7% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,122,107 | 20,287 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 1,769,180 | 16,948 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 1,605,634 | 16,193 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 1,400,725 | 13,418 | 1.4% | 1.4% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,358,961 | 13,018 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 1,348,258 | 12,916 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,284,005 | 12,299 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,182,815 | 11,331 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,180,970 | 11,313 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 1,105,423 | 10,589 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 1,099,664 | 10,512 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 956,297 | 9,161 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 807,552 | 8,923 | 1.92% | 1.59% | 31 | -9,832 | -1.2% | Q3 2026 | Oct 13, 2026 |
| Cerity Partners LLC | History | No change | 824,829 | 7,901 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANZ SE | History | No change | 790,000 | 7,568 | 0.08% | 0.08% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | No change | 770,027 | 7,376 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 765,157 | 7,330 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| US BANCORP \DE\ | History | No change | 758,027 | 7,261 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 632,217 | 6,985 | 0.0% | 0.0% | 37 | +6,875 | 1.1% | Q3 2026 | Nov 04, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 595,910 | 6,584 | 0.09% | 0.08% | 38 | -72,300 | -10.82% | Q3 2026 | Oct 21, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 610,651 | 6,472 | 0.18% | 0.16% | 39 | +4,237 | 0.7% | Q3 2026 | Oct 20, 2026 |
| Gradient Investments LLC | History | Reduced | 583,103 | 6,443 | 0.09% | 0.08% | 40 | -15,584 | -2.6% | Q3 2026 | Oct 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 671,304 | 6,431 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Calamos Wealth Management LLC | History | New | 574,072 | 6,343 | 0.18% | — | 42 | +574,072 | New | Q3 2026 | Nov 02, 2026 |
| Ethic Inc. | History | Added to | 558,405 | 6,170 | 0.07% | 0.06% | 43 | +66,011 | 13.41% | Q3 2026 | Nov 03, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 630,481 | 6,040 | 0.99% | 0.99% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 532,810 | 5,729 | 0.01% | 0.01% | 45 | +93,763 | 21.36% | Q3 2026 | Oct 16, 2026 |
| Vise Technologies, Inc. | History | Added to | 470,426 | 5,198 | 0.04% | 0.04% | 46 | +97,469 | 26.13% | Q3 2026 | Oct 28, 2026 |
| ASSETMARK, INC | History | Added to | 461,220 | 5,096 | 0.01% | 0.01% | 47 | +78,028 | 20.36% | Q3 2026 | Oct 21, 2026 |
| CITIGROUP INC | History | Added to | 450,662 | 4,979 | 0.0% | 0.0% | 48 | +8,039 | 1.82% | Q3 2026 | Nov 04, 2026 |
| LPL Financial LLC | History | No change | 505,673 | 4,844 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 490,190 | 4,696 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Callan Family Office, LLC | History | No change | 475,954 | 4,559 | 0.09% | 0.09% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vident Advisory, LLC | History | No change | 446,313 | 4,275 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 427,404 | 4,094 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 413,029 | 3,956 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WCG Wealth Advisors LLC | History | No change | 395,257 | 3,786 | 0.09% | 0.09% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 380,664 | 3,646 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M&T BANK CORP | History | No change | 376,756 | 3,609 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Altman Advisors, Inc. | History | No change | 376,633 | 3,608 | 1.29% | 1.29% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 360,828 | 3,456 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 358,843 | 3,437 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 296,849 | 3,280 | 0.04% | 0.04% | 61 | -1,839 | -0.62% | Q3 2026 | Oct 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 340,258 | 3,259 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Naviter Wealth, LLC | History | No change | 338,599 | 3,243 | 0.29% | 0.29% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fisher Asset Management, LLC | History | No change | 322,485 | 3,089 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 273,441 | 3,021 | 0.03% | 0.02% | 65 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Neuberger Berman Group LLC | History | No change | 299,808 | 2,872 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 258,713 | 2,858 | 0.05% | 0.04% | 67 | +10,682 | 4.31% | Q3 2026 | Oct 23, 2026 |
| Qube Research & Technologies Ltd | History | No change | 297,365 | 2,848 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 290,946 | 2,787 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Research Global Investors | History | No change | 291,292 | 2,784 | 0.0% | 0.0% | 70 | 0 | 0.0% | 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% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 288,649 | 2,765 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 287,275 | 2,752 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 282,453 | 2,705 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 275,744 | 2,641 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 274,328 | 2,628 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 269,421 | 2,581 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 221,313 | 2,445 | 0.12% | 0.1% | 78 | +7,374 | 3.45% | Q3 2026 | Oct 13, 2026 |
| Capricorn Fund Managers Ltd | History | New | 220,000 | 2,431 | 0.23% | — | 79 | +220,000 | New | Q3 2026 | Nov 03, 2026 |
| CHOREO, LLC | History | Added to | 219,620 | 2,426 | 0.02% | 0.02% | 80 | +4,750 | 2.21% | Q3 2026 | Oct 28, 2026 |
| HRT FINANCIAL LP | History | No change | 251,834 | 2,412 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 241,764 | 2,316 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compound Planning, Inc. | History | No change | 240,425 | 2,303 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | No change | 240,144 | 2,300 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 236,400 | 2,264 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 204,006 | 2,254 | 0.01% | 0.01% | 86 | -10,652 | -4.96% | Q3 2026 | Nov 04, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 231,238 | 2,215 | 0.14% | 0.14% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WINTON GROUP Ltd | History | No change | 229,000 | 2,193 | 0.07% | 0.07% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prospera Financial Services Inc | History | Added to | 226,866 | 2,191 | 0.03% | 0.02% | 89 | +118,035 | 108.46% | Q3 2026 | Nov 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 221,590 | 2,122 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 189,113 | 2,089 | 0.01% | 0.01% | 91 | +3,892 | 2.1% | Q3 2026 | Nov 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 217,870 | 2,087 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 192,112 | 2,076 | 0.0% | 0.0% | 93 | +15,376 | 8.7% | Q3 2026 | Nov 04, 2026 |
| Corient Private Wealth LP | History | No change | 216,683 | 2,075 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 188,793 | 2,014 | 0.0% | 0.0% | 95 | +107,661 | 132.7% | Q3 2026 | Oct 13, 2026 |
| Strategic Global Advisors, LLC | History | No change | 191,715 | 1,995 | 0.28% | 0.28% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 205,730 | 1,970 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Capital World Investors | History | No change | 205,628 | 1,965 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TORONTO DOMINION BANK | History | No change | 198,000 | 1,896 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 195,994 | 1,877 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 194,517 | 1,863 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sivia Capital Partners, LLC | History | No change | 188,206 | 1,803 | 0.22% | 0.22% | 102 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BayBridge Capital Group, LLC | History | Added to | 159,618 | 1,763 | 0.93% | 0.27% | 103 | +104,965 | 192.06% | Q3 2026 | Oct 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 178,125 | 1,706 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BARCLAYS PLC | History | No change | 169,666 | 1,625 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 165,373 | 1,584 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Themes Management Co LLC | History | Added to | 141,909 | 1,568 | 1.03% | 0.65% | 107 | +39,261 | 38.25% | Q3 2026 | Oct 29, 2026 |
| Ballentine Partners, LLC | History | No change | 161,793 | 1,549 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Caprock Group, LLC | History | No change | 161,363 | 1,545 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trexquant Investment LP | History | No change | 155,661 | 1,491 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 134,587 | 1,487 | 0.01% | 0.01% | 111 | +10,164 | 8.17% | Q3 2026 | Oct 26, 2026 |
| CIBC Asset Management Inc | History | Added to | 132,834 | 1,467 | 0.0% | 0.0% | 112 | +7,525 | 6.01% | Q3 2026 | Nov 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 150,401 | 1,440 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Added to | 128,605 | 1,421 | 0.01% | 0.01% | 114 | +8,841 | 7.38% | Q3 2026 | Oct 15, 2026 |
| Summit Trail Advisors, LLC | History | No change | 147,792 | 1,415 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 140,151 | 1,342 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 139,000 | 1,332 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 139,392 | 1,332 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 134,034 | 1,285 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 131,130 | 1,256 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Voleon Capital Management LP | History | No change | 130,944 | 1,254 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 130,791 | 1,253 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYON CAPITAL LLC | History | No change | 130,693 | 1,252 | 0.05% | 0.05% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 125,872 | 1,205 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 106,068 | 1,172 | 0.04% | 0.03% | 125 | +9,144 | 9.43% | Q3 2026 | Oct 08, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 104,546 | 1,155 | 0.07% | — | 126 | +104,546 | New | Q3 2026 | Oct 30, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 100,194 | 1,107 | 0.05% | 0.04% | 127 | +16,180 | 19.26% | Q3 2026 | Oct 20, 2026 |
| Venturi Wealth Management, LLC | History | No change | 112,495 | 1,077 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Engineers Gate Manager LP | History | No change | 111,373 | 1,066 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 94,974 | 1,049 | 0.01% | 0.0% | 130 | +6,482 | 7.32% | Q3 2026 | Oct 23, 2026 |
| Arax Advisory Partners | History | No change | 107,210 | 1,027 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | No change | 115,643 | 1,018 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alphadyne Asset Management LP | History | No change | 101,250 | 969 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 98,546 | 944 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 83,101 | 918 | 0.02% | — | 135 | +83,101 | New | Q3 2026 | Nov 04, 2026 |
| PDS Planning, Inc | History | Added to | 80,385 | 888 | 0.05% | 0.04% | 136 | +1,473 | 1.87% | Q3 2026 | Nov 03, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 80,030 | 884 | 0.08% | 0.08% | 137 | +255 | 0.32% | Q3 2026 | Nov 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 92,269 | 883 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 74,630 | 824 | 0.01% | 0.01% | 139 | -20,350 | -21.43% | Q3 2026 | Oct 15, 2026 |
| XPONANCE LLC | History | Added to | 74,323 | 821 | 0.0% | 0.0% | 140 | +7,028 | 10.44% | Q3 2026 | Nov 03, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 85,063 | 814 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 72,868 | 805 | 0.01% | 0.01% | 142 | +2,893 | 4.13% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 72,392 | 799 | 0.01% | 0.0% | 143 | +9,680 | 15.44% | Q3 2026 | Oct 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 82,936 | 794 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 71,044 | 785 | 0.07% | 0.06% | 146 | +1,683 | 2.43% | Q3 2026 | Oct 01, 2026 |
| GUARDIAN CAPITAL LP | History | No change | 81,975 | 785 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 81,163 | 778 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 78,570 | 752 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAILARD, INC. | History | Reduced | 66,755 | 737 | 0.01% | 0.01% | 149 | -7,348 | -9.92% | Q3 2026 | Oct 13, 2026 |
| Abel Hall, LLC | History | Added to | 65,602 | 724 | 0.13% | 0.11% | 150 | +497 | 0.76% | Q3 2026 | Oct 19, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 65,310 | 721 | 0.13% | 0.12% | 151 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 74,940 | 717 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| West Family Investments, Inc. | History | No change | 71,823 | 688 | 0.2% | 0.2% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 61,954 | 684 | 0.01% | 0.01% | 154 | +4,621 | 8.06% | Q3 2026 | Oct 22, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 61,057 | 674 | 0.0% | — | 155 | +61,057 | New | Q3 2026 | Oct 28, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 69,582 | 666 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 67,384 | 645 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 67,246 | 644 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 57,321 | 633 | 0.01% | 0.01% | 159 | +6,822 | 13.51% | Q3 2026 | Oct 23, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Reduced | 55,572 | 614 | 0.32% | 0.28% | 160 | -1,033 | -1.82% | Q3 2026 | Nov 03, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 62,249 | 596 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jain Global LLC | History | No change | 62,219 | 596 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 61,989 | 593 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 52,424 | 579 | 0.0% | 0.0% | 164 | +1,051 | 2.05% | Q3 2026 | Oct 16, 2026 |
| GREENLEAF TRUST | History | Reduced | 51,820 | 572 | 0.01% | 0.01% | 165 | -16,848 | -24.54% | Q3 2026 | Oct 29, 2026 |
| Kestra Advisory Services, LLC | History | New | 51,614 | 570 | 0.0% | — | 167 | +51,614 | New | Q3 2026 | Nov 02, 2026 |
| EntryPoint Capital, LLC | History | No change | 59,559 | 570 | 0.14% | 0.14% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 51,305 | 566 | 0.0% | 0.0% | 168 | -435 | -0.84% | Q3 2026 | Oct 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 58,981 | 565 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LVW Advisors, LLC | History | Added to | 50,888 | 562 | 0.05% | 0.03% | 170 | +11,569 | 29.42% | Q3 2026 | Oct 19, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 50,846 | 561 | 0.04% | 0.04% | 171 | -644 | -1.25% | Q3 2026 | Oct 26, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 58,644 | 561 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rehmann Capital Advisory Group | History | No change | 58,220 | 557 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 50,387 | 556 | 0.03% | 0.02% | 174 | +5,048 | 11.13% | Q3 2026 | Oct 28, 2026 |
| Trust Point Inc. | History | Reduced | 49,524 | 547 | 0.04% | 0.04% | 175 | -2,835 | -5.41% | Q3 2026 | Oct 27, 2026 |
| Five Oceans Advisors | History | No change | 49,492 | 546 | 0.21% | 0.15% | 176 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 48,873 | 540 | 0.05% | 0.05% | 177 | -1,495 | -2.97% | Q3 2026 | Oct 27, 2026 |
| Ellevest, Inc. | History | No change | 55,740 | 533 | 0.06% | 0.06% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 55,064 | 527 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 47,572 | 526 | 0.0% | 0.0% | 180 | -1,530 | -3.12% | Q3 2026 | Nov 02, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 54,480 | 521 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 45,889 | 507 | 0.0% | 0.0% | 182 | +84 | 0.18% | Q3 2026 | Oct 20, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 45,504 | 502 | 0.08% | 0.07% | 183 | -1,905 | -4.02% | Q3 2026 | Oct 27, 2026 |
| Quantbot Technologies LP | History | No change | 51,857 | 496 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 51,571 | 494 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 51,464 | 493 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 44,425 | 490 | 0.09% | 0.09% | 187 | -4,294 | -8.81% | Q3 2026 | Oct 20, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 42,968 | 474 | 0.01% | 0.01% | 188 | +6,948 | 19.29% | Q3 2026 | Oct 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 42,358 | 468 | 0.0% | 0.0% | 189 | +5,749 | 15.7% | Q3 2026 | Oct 30, 2026 |
| Ariadne Wealth Management, LP | History | No change | 45,994 | 440 | 0.19% | 0.19% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 39,215 | 433 | 0.0% | 0.0% | 191 | +5,662 | 16.87% | Q3 2026 | Nov 02, 2026 |
| Bridgewater Advisors Inc. | History | No change | 42,094 | 431 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 37,687 | 416 | 0.01% | 0.0% | 193 | +3,894 | 11.52% | Q3 2026 | Oct 27, 2026 |
| Syverson Strege & Co | History | Reduced | 37,444 | 413 | 0.09% | 0.08% | 194 | -153 | -0.41% | Q3 2026 | Nov 02, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 36,766 | 406 | 0.09% | 0.08% | 196 | +3,411 | 10.23% | Q3 2026 | Oct 13, 2026 |
| Merit Financial Group, LLC | History | No change | 42,402 | 406 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BRIGHTON JONES LLC | History | Added to | 36,670 | 405 | 0.01% | 0.01% | 197 | +1,634 | 4.66% | Q3 2026 | Nov 03, 2026 |
| Frec Markets, Inc. | History | No change | 41,633 | 398 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Affirmative Financial Network | History | New | 35,648 | 393 | 0.09% | — | 199 | +35,648 | New | Q3 2026 | Oct 21, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 34,808 | 384 | 0.02% | 0.02% | 200 | -295 | -0.84% | Q3 2026 | Nov 05, 2026 |
| Empowered Funds, LLC | History | No change | 39,638 | 379 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 39,512 | 378 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 33,239 | 367 | 0.01% | 0.01% | 203 | +3,160 | 10.51% | Q3 2026 | Nov 04, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 36,736 | 351 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 31,519 | 348 | 0.28% | 0.27% | 205 | -18,237 | -36.65% | Q3 2026 | Oct 29, 2026 |
| Ascent Group, LLC | History | Added to | 31,436 | 347 | 0.01% | 0.01% | 206 | +1,549 | 5.18% | Q3 2026 | Oct 30, 2026 |
| EWA, LLC | History | No change | 35,880 | 343 | 0.06% | 0.06% | 207 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 35,647 | 341 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 30,810 | 340 | 0.04% | 0.03% | 209 | +4,664 | 17.84% | Q3 2026 | Oct 09, 2026 |
| Aviso Financial Inc. | History | No change | 35,579 | 340 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mattson Financial Services, LLC | History | No change | 32,735 | 337 | 0.07% | 0.07% | 211 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cromwell Holdings LLC | History | No change | 30,429 | 336 | 0.15% | 0.13% | 212 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 30,137 | 333 | 0.18% | — | 214 | +30,137 | New | Q3 2026 | Nov 02, 2026 |
| 71 West Capital Partners | History | Added to | 30,199 | 333 | 0.01% | 0.01% | 213 | +305 | 1.02% | Q3 2026 | Nov 04, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 29,222 | 322 | 0.0% | 0.0% | 215 | +871 | 3.07% | Q3 2026 | Oct 27, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 28,833 | 318 | 0.12% | 0.09% | 217 | -1,415 | -4.68% | Q3 2026 | Oct 26, 2026 |
| COMMERCE BANK | History | No change | 33,208 | 318 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | History | No change | 33,153 | 317 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 31,563 | 302 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 31,554 | 302 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brown Financial Advisors | History | No change | 30,114 | 288 | 0.1% | 0.1% | 221 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 25,826 | 285 | 0.03% | 0.03% | 222 | +1,927 | 8.06% | Q3 2026 | Oct 30, 2026 |
| New Republic Capital, LLC | History | No change | 29,781 | 285 | 0.07% | 0.07% | 223 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Qtron Investments LLC | History | No change | 29,469 | 282 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 29,400 | 281 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 28,963 | 277 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 29,009 | 277 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Baldwin Investment Management, LLC | History | No change | 28,800 | 275 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HUB Investment Partners, LLC | History | Added to | 24,798 | 274 | 0.0% | 0.0% | 229 | +5,957 | 31.62% | Q3 2026 | Nov 03, 2026 |
| Tidal Investments LLC | History | No change | 28,144 | 269 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Calydon Capital | History | No change | 27,753 | 265 | 0.04% | 0.04% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 27,685 | 265 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 23,968 | 264 | 0.03% | 0.02% | 233 | +1,200 | 5.27% | Q3 2026 | Nov 03, 2026 |
| Wedmont Private Capital | History | Added to | 24,394 | 260 | 0.01% | 0.01% | 234 | +529 | 2.22% | Q3 2026 | Oct 09, 2026 |
| Carter Financial Group, INC. | History | Added to | 22,817 | 252 | 0.13% | 0.06% | 235 | +10,126 | 79.79% | Q3 2026 | Oct 21, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 22,407 | 247 | 0.01% | 0.01% | 238 | +6 | 0.03% | Q3 2026 | Oct 26, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 31,155 | 247 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 25,883 | 247 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 25,717 | 246 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | No change | 25,492 | 244 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 22,007 | 243 | 0.0% | 0.01% | 241 | -28,970 | -56.83% | Q3 2026 | Oct 21, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 21,191 | 234 | 0.0% | 0.0% | 242 | -1,231 | -5.49% | Q3 2026 | Oct 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 24,305 | 233 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 21,066 | 232 | 0.0% | 0.0% | 244 | -459 | -2.13% | Q3 2026 | Oct 28, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 20,962 | 231 | 0.03% | 0.02% | 245 | +5,227 | 33.22% | Q3 2026 | Oct 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 24,000 | 229 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Keebeck Wealth Management | History | No change | 23,839 | 228 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 23,500 | 225 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NewEdge Wealth, LLC | History | No change | 23,556 | 225 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 22,971 | 220 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 19,621 | 216 | 0.01% | 0.01% | 252 | -39 | -0.2% | Q3 2026 | Nov 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 22,646 | 216 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 22,528 | 215 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 19,390 | 214 | 0.0% | 0.0% | 254 | +2,063 | 11.91% | Q3 2026 | Oct 22, 2026 |
| Snowden Capital Advisors LLC | History | No change | 22,193 | 212 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keel Point, LLC | History | No change | 22,016 | 210 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | No change | 21,895 | 209 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 21,722 | 208 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilltop National Bank | History | No change | 18,726 | 206 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Canopy Partners, LLC | History | No change | 18,290 | 202 | 0.06% | 0.05% | 260 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Barry Investment Advisors, LLC | History | No change | 17,880 | 197 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Stonebrook Private Inc. | History | No change | 20,586 | 197 | 0.04% | 0.04% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 20,388 | 195 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XXI WEALTH, LLC | History | Added to | 17,482 | 193 | 0.08% | 0.07% | 265 | +2,124 | 13.83% | Q3 2026 | Oct 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 20,243 | 193 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INGALLS & SNYDER LLC | History | No change | 20,000 | 192 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Traveka Wealth, LLC | History | Added to | 17,204 | 190 | 0.06% | 0.05% | 267 | +2,407 | 16.27% | Q3 2026 | Oct 19, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 16,885 | 186 | 0.01% | 0.01% | 268 | +1,360 | 8.76% | Q3 2026 | Oct 16, 2026 |
| Klingman & Associates, LLC | History | Added to | 16,730 | 184 | 0.01% | 0.01% | 270 | +1,501 | 9.86% | Q3 2026 | Oct 20, 2026 |
| Pure Financial Advisors, LLC | History | No change | 19,253 | 184 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 16,523 | 182 | 0.01% | 0.0% | 271 | +4,131 | 33.34% | Q3 2026 | Oct 08, 2026 |
| Savvy Advisors, Inc. | History | No change | 18,961 | 181 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 16,330 | 180 | 0.01% | — | 275 | +16,330 | New | Q3 2026 | Oct 13, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 18,824 | 180 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Flatrock Wealth Partners LLC | History | No change | 18,818 | 180 | 0.07% | 0.07% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 18,494 | 177 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 16,012 | 176 | 0.01% | — | 278 | +16,012 | New | Q3 2026 | Oct 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 15,944 | 176 | 0.01% | 0.01% | 277 | +2,924 | 22.46% | Q3 2026 | Oct 06, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 16,862 | 172 | 0.0% | 0.0% | 280 | +2,496 | 17.37% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 16,862 | 172 | 0.0% | 0.0% | 281 | +2,496 | 17.37% | Q3 2026 | Oct 20, 2026 |
| OneAscent Investment Solutions LLC | History | No change | 18,045 | 172 | 0.16% | 0.16% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Capital Wealth Advisors | History | Reduced | 15,512 | 171 | 0.12% | 0.16% | 282 | -9,731 | -38.55% | Q3 2026 | Oct 15, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 14,867 | 164 | 0.11% | 0.1% | 284 | -871 | -5.53% | Q3 2026 | Oct 22, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | No change | 17,200 | 164 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Western Financial Corp/CA | History | Reduced | 14,662 | 162 | 0.05% | 0.05% | 285 | -1,555 | -9.59% | Q3 2026 | Oct 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 16,867 | 161 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avior Wealth Management, LLC | History | Added to | 14,523 | 160 | 0.0% | 0.0% | 287 | +2,032 | 16.27% | Q3 2026 | Oct 13, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 14,354 | 159 | 0.03% | 0.03% | 288 | +97 | 0.68% | Q3 2026 | Oct 27, 2026 |
| V-Square Quantitative Management LLC | History | Reduced | 14,355 | 158 | 0.01% | 0.01% | 290 | -598 | -4.0% | Q3 2026 | Oct 15, 2026 |
| Avestar Capital, LLC | History | Reduced | 14,335 | 158 | 0.01% | 0.01% | 289 | -12 | -0.08% | Q3 2026 | Oct 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 16,400 | 157 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | New | 14,199 | 156 | 0.01% | — | 296 | +14,199 | New | Q3 2026 | Oct 26, 2026 |
| Calamos Advisors LLC | History | New | 14,134 | 156 | 0.0% | — | 295 | +14,134 | New | Q3 2026 | Nov 02, 2026 |
| Paladin Wealth, LLC | History | Added to | 14,199 | 156 | 0.08% | 0.08% | 294 | +169 | 1.2% | Q3 2026 | Oct 23, 2026 |
| ASPIRIANT, LLC | History | Reduced | 14,203 | 156 | 0.0% | 0.0% | 292 | -159 | -1.11% | Q3 2026 | Oct 16, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 14,175 | 156 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Nilsine Partners, LLC | History | New | 14,099 | 155 | 0.01% | — | 298 | +14,099 | New | Q3 2026 | Nov 02, 2026 |
| XML Financial, LLC | History | No change | 14,100 | 155 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| GTS SECURITIES LLC | History | No change | 16,110 | 154 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 16,076 | 154 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Simplicity Wealth,LLC | History | Added to | 13,912 | 153 | 0.0% | 0.0% | 301 | +941 | 7.25% | Q3 2026 | Oct 23, 2026 |
| Cresset Asset Management, LLC | History | No change | 15,946 | 152 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| May Hill Capital, LLC | History | Added to | 13,703 | 151 | 0.03% | 0.02% | 303 | +2,050 | 17.59% | Q3 2026 | Nov 02, 2026 |
| August Group Capital Ltd | History | Added to | 13,667 | 151 | 0.15% | 0.14% | 304 | +312 | 2.34% | Q3 2026 | Oct 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 13,664 | 150 | 0.0% | 0.0% | 305 | +1,110 | 8.84% | Q3 2026 | Nov 04, 2026 |
| LifeGoal Investments, LLC | History | Added to | 13,544 | 149 | 0.05% | 0.05% | 306 | +2,385 | 21.37% | Q3 2026 | Oct 08, 2026 |
| Virtu Financial LLC | History | No change | 15,307 | 147 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 15,394 | 147 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Baron Wealth Management LLC | History | Added to | 13,301 | 146 | 0.04% | 0.03% | 311 | +2,245 | 20.31% | Q3 2026 | Oct 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 15,256 | 146 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 15,247 | 146 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 14,993 | 143 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 12,876 | 142 | 0.02% | 0.02% | 314 | +792 | 6.55% | Q3 2026 | Oct 19, 2026 |
| Prospect Financial Group LLC | History | No change | 14,871 | 142 | 0.11% | 0.11% | 313 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sunpointe, LLC | History | Reduced | 12,766 | 141 | 0.04% | 0.04% | 316 | -672 | -5.0% | Q3 2026 | Oct 22, 2026 |
| GeoWealth Management, LLC | History | No change | 14,821 | 141 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SEEDS INVESTOR LLC | History | No change | 14,788 | 141 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 12,687 | 140 | 0.0% | 0.0% | 318 | +8,248 | 185.81% | Q3 2026 | Oct 28, 2026 |
| Soltis Investment Advisors LLC | History | New | 12,519 | 138 | 0.01% | — | 319 | +12,519 | New | Q3 2026 | Oct 28, 2026 |
| RBA Wealth Management, LLC | History | New | 12,300 | 135 | 0.04% | — | 320 | +12,300 | New | Q3 2026 | Oct 28, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Added to | 12,155 | 134 | 0.06% | 0.05% | 321 | +300 | 2.53% | Q3 2026 | Nov 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 13,897 | 133 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trilogy Capital Inc. | History | New | 11,984 | 132 | 0.01% | — | 324 | +11,984 | New | Q3 2026 | Oct 20, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 11,985 | 132 | 0.05% | 0.05% | 323 | -800 | -6.26% | Q3 2026 | Oct 22, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 11,922 | 131 | 0.01% | 0.0% | 325 | +1,064 | 9.8% | Q3 2026 | Oct 15, 2026 |
| Rose Capital Advisors LLC | History | New | 11,824 | 130 | 0.03% | — | 326 | +11,824 | New | Q3 2026 | Nov 04, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 13,470 | 129 | 0.07% | 0.07% | 327 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 13,546 | 129 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Axiom Investment Management LLC | History | No change | 11,672 | 128 | 0.11% | 0.07% | 329 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Midwest Trust Co | History | New | 11,368 | 125 | 0.0% | — | 330 | +11,368 | New | Q3 2026 | Oct 22, 2026 |
| Foster Group, Inc. | History | Reduced | 11,286 | 124 | 0.0% | 0.0% | 331 | -205 | -1.78% | Q3 2026 | Oct 13, 2026 |
| FULTON BANK, N.A. | History | New | 10,971 | 121 | 0.0% | — | 333 | +10,971 | New | Q3 2026 | Oct 14, 2026 |
| Composition Wealth, LLC | History | No change | 12,665 | 121 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 10,898 | 120 | 0.03% | 0.03% | 334 | +407 | 3.88% | Q3 2026 | Oct 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 12,330 | 118 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 12,415 | 118 | 0.06% | 0.06% | 336 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIERRA OCEAN, LLC | History | No change | 10,634 | 117 | 0.07% | 0.07% | 337 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Aspen Grove Capital, LLC | History | No change | 12,141 | 116 | 0.02% | 0.02% | 338 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Warwick Investment Management, Inc. | History | No change | 10,587 | 116 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Curated Wealth Partners LLC | History | New | 10,423 | 115 | 0.01% | — | 342 | +10,423 | New | Q3 2026 | Oct 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 12,039 | 115 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewSquare Capital LLC | History | No change | 12,070 | 115 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Altar Rock LLC | History | No change | 11,875 | 113 | 0.17% | 0.17% | 343 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Global Wealth Strategies & Associates | History | New | 10,120 | 111 | 0.02% | — | 345 | +10,120 | New | Q3 2026 | Oct 01, 2026 |
| Manchester Capital Management LLC | History | Reduced | 10,065 | 111 | 0.02% | 0.01% | 344 | -170 | -1.66% | Q3 2026 | Oct 22, 2026 |
| Private Advisory Group LLC | History | No change | 11,466 | 109 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 11,275 | 108 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Addison Advisors LLC | History | No change | 11,253 | 107 | 0.05% | 0.05% | 348 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversified Trust Co | History | No change | 11,027 | 105 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| True Wealth Design, LLC | History | Added to | 9,430 | 104 | 0.02% | 0.02% | 350 | +708 | 8.12% | Q3 2026 | Oct 13, 2026 |
| Advisory Services Network, LLC | History | No change | 10,775 | 103 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 10,565 | 101 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Choate Investment Advisors | History | No change | 10,587 | 101 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 10,471 | 100 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Range Advisory, LLC | History | No change | 10,518 | 100 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ACORN CREEK CAPITAL LLC | History | No change | 10,357 | 99 | 0.03% | 0.03% | 356 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Curi Capital, LLC | History | No change | 10,162 | 97 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SVB WEALTH LLC | History | No change | 10,207 | 97 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 10,062 | 96 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| National Philanthropic Trust | History | No change | 10,110 | 96 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 9,554 | 91 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 7,601 | 83 | 0.0% | 0.0% | 362 | +1,207 | 18.88% | Q3 2026 | Nov 04, 2026 |
| Salomon & Ludwin, LLC | History | No change | 7,084 | 78 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| James T. Borello RIA | History | No change | 6,758 | 74 | 0.02% | 0.01% | 364 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 6,946 | 66 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 5,528 | 61 | 0.0% | 0.0% | 366 | +343 | 6.62% | Q3 2026 | Oct 27, 2026 |
| Grove Bank & Trust | History | No change | 5,088 | 56 | 0.01% | 0.0% | 367 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,931 | 54 | 0.0% | 0.0% | 368 | +917 | 22.85% | Q3 2026 | Oct 20, 2026 |
| Larson Financial Group LLC | History | No change | 5,328 | 51 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 5,396 | 51 | 0.03% | 0.03% | 370 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 4,085 | 45 | 0.01% | 0.0% | 371 | +508 | 14.2% | Q3 2026 | Oct 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4,044 | 44 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 3,936 | 43 | 0.0% | 0.01% | 373 | -3,333 | -45.85% | Q3 2026 | Oct 29, 2026 |
| Root Financial Partners, LLC | History | New | 3,703 | 40 | 0.0% | — | 374 | +3,703 | New | Q3 2026 | Oct 21, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 3,556 | 39 | 0.01% | 0.01% | 375 | -157 | -4.23% | Q3 2026 | Oct 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 3,482 | 38 | 0.0% | 0.0% | 376 | +3,081 | 768.33% | Q3 2026 | Oct 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 3,894 | 37 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 3,710 | 35 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 3,753 | 35 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Essential Partners LLC | History | Added to | 3,081 | 34 | 0.02% | 0.01% | 381 | +79 | 2.63% | Q3 2026 | Oct 14, 2026 |
| Elequin Capital, LP | History | No change | 3,636 | 34 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | Added to | 2,878 | 31 | 0.01% | 0.0% | 382 | +12 | 0.42% | Q3 2026 | Oct 14, 2026 |
| West Financial Advisors, LLC | History | New | 2,649 | 29 | 0.0% | — | 384 | +2,649 | New | Q3 2026 | Oct 22, 2026 |
| IFP Advisors, Inc | History | Added to | 2,711 | 29 | 0.0% | 0.0% | 383 | +193 | 7.66% | Q3 2026 | Oct 16, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 2,575 | 28 | 0.01% | 0.0% | 386 | +713 | 38.29% | Q3 2026 | Oct 19, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,595 | 28 | 0.0% | 0.0% | 385 | +275 | 11.85% | Q3 2026 | Oct 20, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 2,502 | 27 | 0.0% | 0.0% | 389 | +73 | 3.01% | Q3 2026 | Oct 26, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 2,852 | 27 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 2,463 | 27 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| GW&K Investment Management, LLC | History | No change | 2,752 | 26 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 2,438 | 26 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Abound Wealth Management | History | Added to | 2,082 | 23 | 0.0% | — | 392 | +1,987 | 2091.58% | Q3 2026 | Oct 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,400 | 22 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | No change | 2,301 | 22 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2,350 | 22 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ares Financial Consulting, LLC | History | No change | 1,997 | 22 | 0.02% | 0.01% | 396 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,912 | 21 | 0.0% | 0.0% | 397 | +1,593 | 499.37% | Q3 2026 | Oct 28, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 2,203 | 21 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Elyxium Wealth, LLC | History | New | 1,812 | 20 | 0.0% | — | 399 | +1,812 | New | Q3 2026 | Oct 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,584 | 17 | 0.0% | 0.0% | 402 | +400 | 33.78% | Q3 2026 | Oct 20, 2026 |
| Bare Financial Services, Inc | History | Added to | 1,576 | 17 | 0.0% | 0.0% | 404 | +201 | 14.62% | Q3 2026 | Nov 04, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 1,831 | 17 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Analysts, LLC | History | No change | 1,791 | 17 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SHP Wealth Management | History | No change | 1,848 | 17 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Command Advisory Services, Inc. | History | No change | 1,619 | 15 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,326 | 14 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Cornerstone Financial Management LLC | History | No change | 1,466 | 14 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,415 | 13 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 1,299 | 12 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ascentis Wealth Management, LLC | History | New | 1,071 | 11 | 0.0% | — | 416 | +1,071 | New | Q3 2026 | Nov 03, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 1,008 | 11 | 0.0% | — | 415 | +1,008 | New | Q3 2026 | Oct 15, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 1,083 | 11 | 0.0% | 0.0% | 410 | -651 | -37.54% | Q3 2026 | Oct 23, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,004 | 11 | 0.0% | 0.0% | 414 | +461 | 84.9% | Q3 2026 | Oct 29, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,189 | 11 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,000 | 11 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| JPL Wealth Management, LLC | History | No change | 1,247 | 11 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 921 | 10 | 0.0% | 0.0% | 418 | +365 | 65.65% | Q3 2026 | Nov 04, 2026 |
| Smithfield Trust Co | History | No change | 1,051 | 10 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UMB Private Wealth Management, LLC | History | New | 900 | 9 | 0.01% | — | 423 | +900 | New | Q3 2026 | Oct 19, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 969 | 9 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | No change | 880 | 9 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 1,036 | 9 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| EFG International AG | History | No change | 999 | 9 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 776 | 8 | 0.0% | 0.0% | 424 | -1 | -0.13% | Q3 2026 | Oct 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 794 | 7 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | No change | 655 | 7 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Ninepoint Partners LP | History | No change | 752 | 7 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aventura Private Wealth, LLC | History | No change | 765 | 7 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ancora Advisors LLC | History | No change | 637 | 6 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 698 | 6 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 669 | 6 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| American Capital Advisory, LLC | History | No change | 592 | 6 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Planning Strategies Inc. | History | New | 515 | 5 | 0.0% | — | 438 | +515 | New | Q3 2026 | Oct 02, 2026 |
| CITY HOLDING CO | History | No change | 501 | 5 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| IMA Advisory Services, Inc. | History | No change | 618 | 5 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 524 | 5 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 529 | 5 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Creative Capital Management Investments LLC | History | No change | 502 | 5 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MOTCO | History | No change | 449 | 4 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Independence Bank of Kentucky | History | No change | 433 | 4 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CX Institutional | History | No change | 320 | 4 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Gleason Group, Inc. | History | No change | 381 | 4 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Nemes Rush Group LLC | History | No change | 403 | 4 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Asset Dedication, LLC | History | Reduced | 347 | 3 | 0.0% | 0.0% | 445 | -106 | -23.4% | Q3 2026 | Nov 02, 2026 |
| CENTRAL TRUST Co | History | No change | 329 | 3 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 369 | 3 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 316 | 3 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Synergy Investment Management, LLC | History | No change | 377 | 3 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 346 | 3 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dogwood Wealth Management LLC | History | No change | 324 | 3 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Burk Holdings LLC | History | No change | 343 | 3 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Bravera Wealth | History | No change | 363 | 3 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allied Private Wealth LLC | History | No change | 346 | 3 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 258 | 2 | 0.0% | — | 464 | +258 | New | Q3 2026 | Oct 21, 2026 |
| Breakwater Investment Management | History | Added to | 250 | 2 | 0.0% | 0.0% | 460 | +135 | 117.39% | Q3 2026 | Oct 20, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 279 | 2 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 261 | 2 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JNBA Financial Advisors | History | No change | 248 | 2 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 242 | 2 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 197 | 2 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 285 | 2 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Copia Wealth Management | History | No change | 229 | 2 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MidFirst Bank | History | No change | 253 | 2 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Highland Investment Advisors LLC | History | No change | 260 | 2 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 100 | 1 | 0.0% | — | 477 | +100 | New | Q3 2026 | Oct 26, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 93 | 1 | 0.0% | — | 478 | +93 | New | Q3 2026 | Oct 13, 2026 |
| Monetary Solutions, Ltd | History | Added to | 153 | 1 | 0.0% | — | 475 | +49 | 47.12% | Q3 2026 | Oct 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 96 | 1 | 0.0% | — | 465 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 204 | 1 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 97 | 1 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Bogart Wealth, LLC | History | No change | 180 | 1 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CVA Family Office, LLC | History | No change | 131 | 1 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quent Capital, LLC | History | No change | 203 | 1 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mosley Wealth Management | History | No change | 100 | 1 | 0.0% | — | 471 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| LRI Investments, LLC | History | No change | 193 | 1 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 167 | 1 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Management PBC | History | No change | 115 | 1 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Downshift Financial, LLC | History | No change | 149 | 1 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -86,369 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Sepio Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -18,015 | -100.0% | Q3 2026 | Oct 22, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -17,345 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,589 | -100.0% | Q3 2026 | Nov 02, 2026 |
| BIP Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,040 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Solstein Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,058 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,232 | -100.0% | Q3 2026 | Oct 16, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -169 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q3 2026 | Oct 27, 2026 |
| TRUST CO OF VERMONT | History | New | 75 | 0 | — | — | — | +75 | New | Q3 2026 | Oct 21, 2026 |
| Center for Financial Planning, Inc. | History | New | 73 | 0 | — | — | — | +73 | New | Q3 2026 | Oct 26, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 59 | 0 | — | — | — | +59 | New | Q3 2026 | Oct 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 49 | 0 | — | — | — | -48 | -49.48% | Q3 2026 | Oct 08, 2026 |
| GODSEY & GIBB, INC | History | New | 46 | 0 | — | — | — | +46 | New | Q3 2026 | Oct 14, 2026 |
| StrongBox Wealth, LLC | History | New | 44 | 0 | — | — | — | +44 | New | Q3 2026 | Nov 02, 2026 |
| Nvest Wealth Strategies, Inc. | History | Added to | 66 | 0 | — | — | — | +33 | 100.0% | Q3 2026 | Oct 14, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2026 | Oct 23, 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% | Q3 2026 | Oct 15, 2026 |
| TD Capital Management LLC | History | No change | 85 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 58 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| High Note Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Decker Retirement Planning Inc. | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Arlington Trust Co LLC | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |