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 |