MGE ENERGY INC - MGEE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 6,093,900 | 496,896 | 0.01% | 0.01% | 1 | +634,206 | 11.62% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 2,793,808 | 227,807 | 0.01% | 0.01% | 2 | +130,707 | 4.91% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 2,049,814 | 167,141 | 0.0% | 0.01% | 3 | +131,136 | 6.83% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,702,695 | 138,837 | 0.0% | 0.0% | 4 | +61,669 | 3.76% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,005,058 | 81,971 | 0.0% | 0.0% | 5 | +79,287 | 8.56% | Q2 2026 | Aug 12, 2026 |
| Zimmer Partners, LP | History | New | 1,000,000 | 81,540 | 1.88% | — | 6 | +1,000,000 | New | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 700,969 | 57,154 | 0.01% | 0.01% | 7 | +16,702 | 2.44% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Added to | 545,468 | 44,477 | 0.0% | 0.0% | 8 | +239,075 | 78.03% | Q2 2026 | Aug 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | New | 530,621 | 43,266 | 0.33% | — | 9 | +530,621 | New | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | Added to | 513,700 | 41,887 | 0.27% | 0.14% | 10 | +242,500 | 89.42% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 486,961 | 39,706 | 0.03% | 0.01% | 11 | +317,887 | 188.02% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 447,445 | 36,484 | 0.02% | 0.02% | 12 | +575 | 0.13% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 434,562 | 35,434 | 0.0% | 0.0% | 13 | +16,411 | 3.92% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 394,580 | 32,174 | 0.0% | 0.0% | 14 | +33,731 | 9.35% | Q2 2026 | Aug 13, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 350,904 | 28,612 | 0.48% | 0.4% | 15 | +73,787 | 26.63% | Q2 2026 | Aug 20, 2026 |
| Nuveen, LLC | History | Added to | 337,689 | 27,535 | 0.01% | 0.0% | 16 | +152,235 | 82.09% | Q2 2026 | Aug 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 332,193 | 27,086 | 0.0% | 0.0% | 17 | +11,778 | 3.68% | Q2 2026 | Aug 06, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 329,710 | 26,884 | 0.02% | 0.03% | 18 | -327 | -0.1% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 300,293 | 24,485 | 0.01% | 0.0% | 19 | +266,075 | 777.59% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 249,913 | 20,377 | 0.0% | 0.0% | 20 | +3,590 | 1.46% | Q2 2026 | Aug 13, 2026 |
| SPEECE THORSON CAPITAL GROUP INC | History | Added to | 228,679 | 18,646 | 3.99% | 3.34% | 21 | +39,132 | 20.65% | Q2 2026 | Aug 04, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 200,135 | 16,319 | 0.0% | 0.0% | 22 | +149,524 | 295.44% | Q2 2026 | Sep 02, 2026 |
| Yaupon Capital Management LP | History | New | 200,000 | 16,308 | 0.32% | — | 23 | +200,000 | New | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Added to | 189,397 | 15,443 | 0.0% | 0.0% | 24 | +6,867 | 3.76% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 184,129 | 15,013 | 0.0% | 0.0% | 25 | -42,357 | -18.7% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 182,427 | 14,875 | 0.01% | 0.01% | 26 | +4,233 | 2.38% | Q2 2026 | Aug 04, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 129,684 | 10,574 | 0.03% | 0.03% | 27 | -1,084 | -0.83% | Q2 2026 | Aug 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 125,019 | 10,194 | 0.12% | — | 28 | +125,019 | New | Q2 2026 | Aug 12, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | New | 125,000 | 10,192 | 0.41% | — | 29 | +125,000 | New | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 124,286 | 10,134 | 0.01% | 0.02% | 30 | -35,336 | -22.14% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 119,543 | 9,747 | 0.0% | 0.01% | 31 | -3,225 | -2.63% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 113,927 | 9,289 | 0.01% | 0.01% | 32 | -20,430 | -15.21% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | Reduced | 111,477 | 9,089 | 0.0% | 0.0% | 33 | -4,736 | -4.08% | Q2 2026 | Aug 14, 2026 |
| SOROS FUND MANAGEMENT LLC | History | New | 106,813 | 8,709 | 0.11% | — | 34 | +106,813 | New | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 104,886 | 8,552 | 0.0% | 0.01% | 35 | -64,760 | -38.17% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 100,350 | 8,182 | 0.0% | 0.0% | 36 | +39,300 | 64.37% | Q2 2026 | Aug 13, 2026 |
| Burkehill Global Management, LP | History | New | 100,000 | 8,154 | 0.29% | — | 37 | +100,000 | New | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Added to | 92,281 | 7,524 | 0.01% | 0.01% | 38 | +8,898 | 10.67% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 91,655 | 7,473 | 0.01% | 0.01% | 39 | +6,018 | 7.03% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 82,910 | 6,760 | 0.0% | 0.0% | 40 | +15,463 | 22.93% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 82,804 | 6,751 | 0.0% | 0.0% | 41 | -17,030 | -17.06% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 81,300 | 6,629 | 0.01% | 0.01% | 42 | +13,700 | 20.27% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | Added to | 73,750 | 6,013 | 0.0% | 0.0% | 43 | +1,700 | 2.36% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 73,449 | 5,989 | 0.03% | 0.03% | 44 | -1,156 | -1.55% | Q2 2026 | Jul 17, 2026 |
| Vennlight Capital Management, LP | History | New | 68,585 | 5,592 | 3.75% | — | 45 | +68,585 | New | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 65,895 | 5,373 | 0.0% | 0.0% | 46 | -2,312 | -3.39% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 65,875 | 5,371 | 0.01% | 0.01% | 47 | -14,195 | -17.73% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 65,581 | 5,347 | 0.0% | 0.0% | 48 | +30,118 | 84.93% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 62,664 | 5,109 | 0.07% | 0.07% | 49 | +2,917 | 4.88% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 62,010 | 5,057 | 0.0% | 0.0% | 50 | +8,324 | 15.5% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 57,983 | 4,727 | 0.01% | — | 51 | +57,983 | New | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 54,484 | 4,442 | 0.0% | 0.0% | 52 | +22,116 | 68.33% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 51,187 | 4,173 | 0.01% | 0.01% | 53 | +39,485 | 337.42% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 51,012 | 4,159 | 0.0% | 0.0% | 54 | +5,372 | 11.77% | Q2 2026 | Aug 07, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 48,934 | 3,990 | 0.09% | 0.08% | 55 | +9,209 | 23.18% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 43,787 | 3,649 | 0.0% | 0.0% | 56 | -5,479 | -11.12% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 43,145 | 3,518 | 0.0% | 0.0% | 57 | +8,288 | 23.78% | Q2 2026 | Aug 24, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 42,732 | 3,484 | 0.0% | 0.0% | 58 | +10,441 | 32.33% | Q2 2026 | Aug 06, 2026 |
| Jump Financial, LLC | History | New | 42,694 | 3,481 | 0.03% | — | 59 | +42,694 | New | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 39,448 | 3,216 | 0.0% | 0.0% | 60 | +302 | 0.77% | Q2 2026 | Jul 29, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 38,934 | 3,174 | 0.0% | 0.0% | 61 | +1,695 | 4.55% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 40,604 | 3,138 | 0.0% | 0.0% | 62 | +300 | 0.74% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 36,960 | 3,013 | 0.0% | 0.0% | 63 | -1,376 | -3.59% | Q2 2026 | Aug 12, 2026 |
| Trexquant Investment LP | History | Reduced | 35,872 | 2,925 | 0.02% | 0.02% | 64 | -3,569 | -9.05% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | New | 33,810 | 2,756 | 0.03% | — | 65 | +33,810 | New | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 32,252 | 2,629 | 0.0% | 0.0% | 66 | -1 | -0.0% | Q2 2026 | Aug 12, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 31,812 | 2,593 | 0.33% | 0.39% | 67 | +81 | 0.26% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 30,480 | 2,485 | 0.0% | 0.0% | 68 | +13,039 | 74.76% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 30,318 | 2,472 | 0.02% | 0.02% | 69 | +940 | 3.2% | Q2 2026 | Jul 20, 2026 |
| Freestone Grove Partners LP | History | New | 29,855 | 2,434 | 0.02% | — | 70 | +29,855 | New | Q2 2026 | Aug 14, 2026 |
| Magellan Asset Management Ltd | History | No change | 29,683 | 2,420 | 0.05% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 29,126 | 2,374 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | Added to | 28,526 | 2,326 | 0.01% | 0.01% | 73 | +693 | 2.49% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | Added to | 28,058 | 2,287 | 0.0% | 0.0% | 74 | +23,455 | 509.56% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 28,007 | 2,283 | 0.01% | 0.02% | 75 | +414 | 1.5% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 27,323 | 2,228 | 0.0% | 0.0% | 76 | +2,932 | 12.02% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 27,131 | 2,212 | 0.0% | 0.0% | 77 | -5,726 | -17.43% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 26,086 | 2,126 | 0.0% | 0.0% | 78 | -4,066 | -13.49% | Q2 2026 | Aug 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 25,875 | 2,109 | 0.11% | 0.08% | 79 | +7,573 | 41.38% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | Added to | 25,390 | 2,070 | 0.03% | 0.01% | 80 | +19,029 | 299.15% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 25,372 | 2,068 | 0.13% | 0.09% | 81 | +11,539 | 83.42% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 25,102 | 2,046 | 0.0% | 0.0% | 82 | +12,606 | 100.88% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | Added to | 24,114 | 1,914 | 0.01% | 0.0% | 83 | +12,050 | 99.88% | Q2 2026 | Aug 10, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 23,330 | 1,902 | 0.01% | 0.01% | 84 | +7,436 | 46.78% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 22,883 | 1,865 | 0.0% | 0.0% | 85 | +16,981 | 287.72% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | Added to | 22,762 | 1,855 | 0.0% | 0.0% | 86 | +12,401 | 119.69% | Q2 2026 | Aug 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 21,888 | 1,784 | 0.01% | 0.01% | 87 | +1,680 | 8.31% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 21,816 | 1,778 | 0.01% | 0.0% | 88 | +21,416 | 5354.0% | Q2 2026 | Aug 17, 2026 |
| Mariner, LLC | History | Added to | 21,358 | 1,741 | 0.0% | 0.0% | 89 | +17,929 | 522.86% | Q2 2026 | Aug 13, 2026 |
| Polymer Capital Management (US) LLC | History | New | 20,000 | 1,630 | 0.22% | — | 90 | +20,000 | New | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 19,450 | 1,585 | 0.0% | 0.0% | 91 | +8,920 | 84.71% | Q2 2026 | Aug 19, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 19,242 | 1,568 | 0.0% | 0.0% | 92 | +3,233 | 20.19% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | Added to | 19,110 | 1,558 | 0.01% | 0.01% | 93 | +10,582 | 124.09% | Q2 2026 | Aug 06, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 18,276 | 1,490 | 0.02% | 0.02% | 95 | -1,988 | -9.81% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 18,284 | 1,490 | 0.0% | 0.0% | 94 | +1,610 | 9.66% | Q2 2026 | Sep 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 17,623 | 1,436 | 0.0% | 0.0% | 96 | +9,329 | 112.48% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | New | 17,404 | 1,419 | 0.01% | — | 97 | +17,404 | New | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 17,335 | 1,413 | 0.0% | 0.0% | 98 | +24 | 0.14% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 17,256 | 1,407 | 0.01% | 0.01% | 99 | +7,325 | 73.76% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 16,807 | 1,370 | 0.0% | 0.01% | 100 | -11,277 | -40.15% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 16,559 | 1,350 | 0.0% | 0.0% | 101 | -28,006 | -62.84% | Q2 2026 | Aug 12, 2026 |
| MAIRS & POWER INC | History | New | 16,508 | 1,346 | 0.01% | — | 102 | +16,508 | New | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 16,500 | 1,345 | 0.02% | 0.02% | 103 | +300 | 1.85% | Q2 2026 | Jul 21, 2026 |
| Jupiter Topco LLC | History | New | 16,376 | 1,335 | 0.0% | — | 104 | +16,376 | New | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 15,644 | 1,275 | 0.0% | 0.0% | 105 | +782 | 5.26% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,589 | 1,274 | 0.0% | 0.0% | 106 | +9,151 | 142.14% | Q2 2026 | Jul 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 16,376 | 1,265 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| EntryPoint Capital, LLC | History | Added to | 15,241 | 1,242 | 0.3% | 0.11% | 108 | +10,581 | 227.06% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | New | 14,624 | 1,193 | 0.0% | — | 109 | +14,624 | New | Q2 2026 | Aug 14, 2026 |
| Park Capital Management, LLC / WI | History | Added to | 14,238 | 1,160 | 0.68% | 1.01% | 110 | +759 | 5.63% | Q2 2026 | Jul 10, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 14,081 | 1,148 | 0.0% | 0.0% | 111 | -1,594 | -10.17% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 13,904 | 1,133 | 0.0% | 0.0% | 112 | -6,521 | -31.93% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 13,808 | 1,125 | 0.0% | 0.0% | 113 | +1,300 | 10.39% | Q2 2026 | Jul 29, 2026 |
| ALPS ADVISORS INC | History | Added to | 13,614 | 1,110 | 0.01% | 0.0% | 114 | +373 | 2.82% | Q2 2026 | Jul 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 13,601 | 1,108 | 0.01% | 0.02% | 115 | -5,608 | -29.19% | Q2 2026 | Jul 20, 2026 |
| AXQ CAPITAL, LP | History | Added to | 12,586 | 1,026 | 0.11% | 0.03% | 116 | +9,693 | 335.05% | Q2 2026 | Aug 06, 2026 |
| KLCM Advisors, Inc. | History | No change | 12,225 | 996 | 0.08% | 0.08% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 12,052 | 982 | 0.0% | 0.0% | 118 | -8,199 | -40.49% | Q2 2026 | Aug 05, 2026 |
| Centiva Capital, LP | History | New | 11,970 | 976 | 0.01% | — | 119 | +11,970 | New | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 11,553 | 942 | 0.01% | 0.02% | 120 | -16,635 | -59.01% | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | New | 11,382 | 928 | 0.0% | — | 121 | +11,382 | New | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 11,342 | 924 | 0.0% | 0.0% | 122 | +2,709 | 31.38% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | Added to | 11,230 | 915 | 0.0% | 0.0% | 123 | +4,008 | 55.5% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | Added to | 11,174 | 911 | 0.05% | 0.05% | 124 | +68 | 0.61% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 11,103 | 905 | 0.01% | 0.01% | 125 | +890 | 8.71% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 11,058 | 901 | 0.0% | 0.0% | 126 | +5,582 | 101.94% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 11,668 | 901 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 11,036 | 899 | 0.0% | 0.0% | 128 | -302 | -2.66% | Q2 2026 | Aug 07, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 10,710 | 873 | 0.0% | — | 129 | +10,710 | New | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 10,610 | 865 | 0.01% | — | 130 | +10,610 | New | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 10,607 | 864 | 0.0% | 0.0% | 132 | -11,936 | -52.95% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 10,600 | 864 | 0.0% | 0.0% | 131 | +5,400 | 103.85% | Q2 2026 | Aug 14, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 10,579 | 862 | 0.03% | 0.03% | 133 | -1,700 | -13.84% | Q2 2026 | Jul 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,379 | 846 | 0.0% | 0.0% | 134 | +138 | 1.35% | Q2 2026 | Aug 12, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 10,266 | 837 | 0.08% | 0.09% | 135 | -103 | -0.99% | Q2 2026 | Jul 20, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,149 | 827 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 10,136 | 826 | 0.01% | 0.01% | 137 | -394 | -3.74% | Q2 2026 | Jul 23, 2026 |
| Arizona State Retirement System | History | Added to | 10,141 | 826 | 0.0% | 0.0% | 138 | +103 | 1.03% | Q2 2026 | Aug 07, 2026 |
| MBE Wealth Management, LLC | History | Added to | 9,918 | 808 | 0.28% | 0.32% | 139 | +13 | 0.13% | Q2 2026 | Jul 24, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 9,887 | 806 | 0.01% | 0.01% | 140 | +138 | 1.42% | Q2 2026 | Jul 16, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 9,845 | 802 | 0.0% | 0.0% | 141 | +5,741 | 139.89% | Q2 2026 | Aug 17, 2026 |
| Holocene Advisors, LP | History | New | 9,789 | 798 | 0.0% | — | 142 | +9,789 | New | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 9,506 | 775 | 0.0% | 0.0% | 143 | +3,078 | 47.88% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | Reduced | 9,369 | 763 | 0.01% | 0.01% | 144 | -1,528 | -14.02% | Q2 2026 | Aug 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 9,316 | 760 | 0.05% | 0.11% | 145 | -14,345 | -60.63% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 9,231 | 752 | 0.0% | 0.0% | 146 | -506 | -5.2% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,154 | 747 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bridgefront Capital, LLC | History | New | 8,798 | 717 | 0.19% | — | 148 | +8,798 | New | Q2 2026 | Aug 14, 2026 |
| ICW Investment Advisors LLC | History | Reduced | 8,788 | 716 | 0.25% | 0.25% | 149 | -194 | -2.16% | Q2 2026 | Aug 05, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 8,700 | 709 | 0.0% | 0.0% | 150 | +1,179 | 15.68% | Q2 2026 | Jul 23, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 8,561 | 698 | 0.01% | 0.01% | 151 | +200 | 2.39% | Q2 2026 | Jul 28, 2026 |
| FORM Wealth Advisors, LLC | History | Added to | 8,565 | 698 | 0.08% | 0.08% | 152 | +7 | 0.08% | Q2 2026 | Jul 10, 2026 |
| Inspire Investing, LLC | History | Added to | 8,297 | 676 | 0.03% | 0.04% | 153 | +1,649 | 24.8% | Q2 2026 | Aug 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 7,959 | 648 | 0.0% | 0.0% | 154 | -14,641 | -64.78% | Q2 2026 | Aug 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 7,846 | 639 | 0.0% | 0.12% | 155 | -213,417 | -96.45% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 7,840 | 639 | 0.01% | 0.01% | 156 | -209 | -2.6% | Q2 2026 | Aug 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | New | 7,800 | 636 | 0.01% | — | 157 | +7,800 | New | Q2 2026 | Aug 12, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 7,458 | 608 | 0.05% | 0.05% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aquatic Capital Management LLC | History | New | 7,366 | 600 | 0.02% | — | 159 | +7,366 | New | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 7,210 | 587 | 0.0% | 0.0% | 160 | +573 | 8.63% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Reduced | 7,188 | 586 | 0.0% | 0.0% | 161 | -1,802 | -20.04% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 7,184 | 585 | 0.01% | 0.01% | 162 | -1,720 | -19.32% | Q2 2026 | Aug 10, 2026 |
| SG Americas Securities, LLC | History | Reduced | 7,116 | 580 | 0.0% | 0.0% | 163 | -25,361 | -78.09% | Q2 2026 | Aug 07, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 6,932 | 565 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 6,836 | 557 | 0.06% | 0.07% | 165 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Walleye Partners, LLC | History | No change | 6,668 | 543 | 0.62% | 0.63% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Independent Advisor Alliance | History | Added to | 6,622 | 539 | 0.01% | 0.01% | 167 | +369 | 5.9% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 6,476 | 528 | 0.0% | 0.0% | 168 | -10,495 | -61.84% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 6,403 | 522 | 0.0% | 0.0% | 169 | +325 | 5.35% | Q2 2026 | Jul 31, 2026 |
| Trust Point Inc. | History | Added to | 6,334 | 516 | 0.04% | 0.04% | 170 | +19 | 0.3% | Q2 2026 | Jul 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 6,268 | 511 | 0.0% | 0.0% | 171 | +1,554 | 32.97% | Q2 2026 | Aug 11, 2026 |
| Quantbot Technologies LP | History | Reduced | 6,222 | 507 | 0.02% | 0.09% | 172 | -22,646 | -78.45% | Q2 2026 | Aug 12, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 6,018 | 490 | 0.0% | 0.0% | 173 | -325 | -5.12% | Q2 2026 | Jul 29, 2026 |
| Corient Private Wealth LP | History | Added to | 5,695 | 464 | 0.0% | 0.0% | 174 | +2,171 | 61.61% | Q2 2026 | Aug 27, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 5,476 | 446 | 0.01% | 0.01% | 175 | +155 | 2.91% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,537 | 442 | 0.0% | 0.0% | 176 | +631 | 12.86% | Q2 2026 | Aug 14, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 5,292 | 431 | 0.02% | 0.02% | 177 | -1,014 | -16.08% | Q2 2026 | Aug 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 5,188 | 423 | 0.0% | — | 178 | +5,188 | New | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,160 | 420 | 0.0% | 0.0% | 179 | -1,720 | -25.0% | Q2 2026 | Aug 05, 2026 |
| BKM Wealth Management, LLC | History | New | 5,088 | 414 | 0.15% | — | 181 | +5,088 | New | Q2 2026 | Jul 29, 2026 |
| Baird Financial Group, Inc. | History | No change | 5,085 | 414 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 5,072 | 413 | 0.02% | 0.02% | 182 | +690 | 15.75% | Q2 2026 | Jul 07, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | New | 4,924 | 401 | 0.03% | — | 183 | +4,924 | New | Q2 2026 | Jul 07, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 4,799 | 391 | 0.02% | 0.04% | 184 | -4,166 | -46.47% | Q2 2026 | Aug 03, 2026 |
| Headlands Technologies LLC | History | New | 4,544 | 370 | 0.04% | — | 186 | +4,544 | New | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 4,546 | 370 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 4,469 | 364 | 0.01% | 0.01% | 187 | +9 | 0.2% | Q2 2026 | Jul 21, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 4,365 | 355 | 0.0% | 0.0% | 188 | +9 | 0.21% | Q2 2026 | Aug 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,353 | 355 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,323 | 352 | 0.0% | 0.0% | 190 | +141 | 3.37% | Q2 2026 | Aug 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 4,316 | 351 | 0.0% | 0.0% | 191 | -1,745 | -28.79% | Q2 2026 | Aug 06, 2026 |
| RMG Wealth Management LLC | History | No change | 4,285 | 348 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 4,177 | 340 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vident Advisory, LLC | History | Reduced | 4,085 | 333 | 0.0% | 0.0% | 194 | -642 | -13.58% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,078 | 332 | 0.0% | 0.0% | 195 | -176 | -4.14% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 3,982 | 324 | 0.01% | 0.01% | 196 | -2,090 | -34.42% | Q2 2026 | Aug 10, 2026 |
| CSM Advisors, LLC | History | New | 3,960 | 322 | 0.01% | — | 199 | +3,960 | New | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 3,957 | 322 | 0.0% | — | 198 | +3,957 | New | Q2 2026 | Jul 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 3,961 | 322 | 0.0% | 0.0% | 197 | -73 | -1.81% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 3,915 | 319 | 0.0% | 0.0% | 200 | -87 | -2.17% | Q2 2026 | Aug 11, 2026 |
| XPONANCE LLC | History | Added to | 3,779 | 308 | 0.0% | 0.0% | 201 | +308 | 8.87% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,735 | 304 | 0.0% | 0.0% | 202 | +739 | 24.67% | Q2 2026 | Aug 07, 2026 |
| Entropy Technologies, LP | History | New | 3,633 | 296 | 0.01% | — | 204 | +3,633 | New | Q2 2026 | Aug 13, 2026 |
| GuidedMoney, LLC | History | No change | 3,640 | 296 | 0.14% | 0.15% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,603 | 293 | 0.0% | 0.0% | 205 | +598 | 19.9% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | Added to | 3,588 | 292 | 0.0% | 0.0% | 206 | +3,364 | 1501.79% | Q2 2026 | Aug 10, 2026 |
| Tower View Wealth Management LLC | History | Reduced | 3,534 | 288 | 0.13% | 0.17% | 207 | -837 | -19.15% | Q2 2026 | Jul 24, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 3,416 | 278 | 0.01% | 0.01% | 208 | +331 | 10.73% | Q2 2026 | Aug 13, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 3,420 | 278 | 0.24% | 0.27% | 209 | -181 | -5.03% | Q2 2026 | Jul 07, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 3,405 | 277 | 0.03% | 0.04% | 210 | -1,122 | -24.78% | Q2 2026 | Aug 07, 2026 |
| Abel Hall, LLC | History | Added to | 3,397 | 276 | 0.05% | 0.04% | 211 | +774 | 29.51% | Q2 2026 | Jul 24, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 3,360 | 273 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Annex Advisory Services, LLC | History | Added to | 3,283 | 267 | 0.0% | 0.0% | 213 | +10 | 0.31% | Q2 2026 | Jul 10, 2026 |
| Security National Bank | History | No change | 3,269 | 266 | 0.03% | 0.04% | 214 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,248 | 265 | 0.0% | 0.0% | 215 | +2 | 0.06% | Q2 2026 | Jul 27, 2026 |
| Waverly Advisors, LLC | History | New | 3,191 | 260 | 0.0% | — | 216 | +3,191 | New | Q2 2026 | Aug 14, 2026 |
| Madison Asset Management, LLC | History | No change | 3,138 | 255 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUB Investment Partners, LLC | History | New | 3,099 | 252 | 0.0% | — | 218 | +3,099 | New | Q2 2026 | Jul 31, 2026 |
| Man Group plc | History | New | 3,089 | 251 | 0.0% | — | 221 | +3,089 | New | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 3,084 | 251 | 0.0% | 0.0% | 220 | +262 | 9.28% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 3,088 | 251 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ellenbecker Investment Group | History | Added to | 3,055 | 249 | 0.03% | 0.03% | 223 | +7 | 0.23% | Q2 2026 | Jul 27, 2026 |
| Redmond Asset Management, LLC | History | No change | 3,062 | 249 | 0.06% | 0.06% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smith Thornton Advisors LLC | History | No change | 2,835 | 232 | 0.1% | 0.11% | 224 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ERn Financial, LLC | History | Added to | 2,805 | 228 | 0.04% | 0.04% | 225 | +9 | 0.32% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,739 | 223 | 0.01% | 0.0% | 226 | +1,230 | 81.51% | Q2 2026 | Aug 11, 2026 |
| Morningstar Investment Management LLC | History | No change | 2,854 | 220 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Brooklyn Investment Group | History | No change | 2,854 | 220 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 2,671 | 217 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,626 | 214 | 0.0% | 0.0% | 230 | -11,536 | -81.46% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | New | 2,614 | 213 | 0.0% | — | 231 | +2,614 | New | Q2 2026 | Aug 04, 2026 |
| IFM Investors Pty Ltd | History | No change | 2,610 | 212 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 2,541 | 207 | 0.0% | — | 233 | +2,541 | New | Q2 2026 | Jul 16, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 2,536 | 206 | 0.06% | — | 234 | +2,536 | New | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 2,478 | 202 | 0.01% | 0.01% | 235 | -96 | -3.73% | Q2 2026 | Aug 14, 2026 |
| KOM Wealth Management Group, LLC | History | New | 2,459 | 200 | 0.12% | — | 236 | +2,459 | New | Q2 2026 | Jul 23, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 2,430 | 198 | 0.02% | 0.03% | 237 | -618 | -20.28% | Q2 2026 | Jul 28, 2026 |
| BOKF, NA | History | Added to | 2,309 | 188 | 0.0% | 0.0% | 238 | +91 | 4.1% | Q2 2026 | Aug 10, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,292 | 186 | 0.0% | 0.0% | 239 | +311 | 15.7% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,052 | 167 | 0.0% | 0.0% | 240 | +261 | 14.57% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | Added to | 1,972 | 160 | 0.0% | 0.0% | 241 | +1,053 | 114.58% | Q2 2026 | Aug 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 1,901 | 155 | 0.02% | 0.02% | 242 | +18 | 0.96% | Q2 2026 | Jul 22, 2026 |
| NBT BANK, N.A. | History | Added to | 1,781 | 145 | 0.01% | 0.01% | 243 | +3 | 0.17% | Q2 2026 | Jul 29, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | New | 1,730 | 141 | 0.0% | — | 244 | +1,730 | New | Q2 2026 | Aug 12, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 1,500 | 122 | 0.08% | 0.08% | 245 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| UMB Bank, n.a. | History | Added to | 1,420 | 115 | 0.0% | 0.0% | 246 | +49 | 3.57% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,394 | 113 | 0.01% | 0.01% | 247 | +56 | 4.19% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Added to | 1,308 | 106 | 0.0% | 0.0% | 248 | +382 | 41.25% | Q2 2026 | Jul 20, 2026 |
| STEPH & CO | History | No change | 1,272 | 103 | 0.03% | 0.03% | 249 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KBC Group NV | History | No change | 1,204 | 98 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,148 | 94 | 0.0% | 0.0% | 251 | +38 | 3.42% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,128 | 91 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,054 | 85 | 0.0% | 0.0% | 253 | +359 | 51.65% | Q2 2026 | Jul 23, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 930 | 75 | 0.0% | 0.0% | 254 | -567 | -37.88% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 914 | 74 | 0.0% | 0.0% | 255 | +353 | 62.92% | Q2 2026 | Aug 05, 2026 |
| HM PAYSON & CO | History | No change | 884 | 72 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 857 | 69 | 0.0% | 0.0% | 257 | +38 | 4.64% | Q2 2026 | Jul 23, 2026 |
| Sterling Capital Management LLC | History | Added to | 759 | 61 | 0.0% | 0.0% | 258 | +48 | 6.75% | Q2 2026 | Jul 28, 2026 |
| Highland Investment Advisors LLC | History | New | 738 | 60 | 0.03% | — | 260 | +738 | New | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 744 | 60 | 0.01% | 0.0% | 259 | +280 | 60.34% | Q2 2026 | Jul 02, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 686 | 55 | 0.0% | 0.0% | 261 | -593 | -46.36% | Q2 2026 | Aug 13, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 670 | 54 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avalon Trust Co | History | No change | 600 | 48 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 567 | 46 | 0.0% | 0.0% | 264 | +65 | 12.95% | Q2 2026 | Jul 24, 2026 |
| IAG Wealth Partners, LLC | History | No change | 528 | 43 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 505 | 41 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 459 | 37 | 0.0% | 0.0% | 267 | -99 | -17.74% | Q2 2026 | Jul 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 468 | 37 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 407 | 33 | 0.0% | 0.0% | 269 | +349 | 601.72% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 387 | 31 | 0.0% | 0.0% | 270 | +23 | 6.32% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | Added to | 352 | 28 | 0.0% | — | 271 | +348 | 8700.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | Added to | 349 | 28 | 0.01% | 0.0% | 272 | +301 | 627.08% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | New | 304 | 24 | 0.0% | — | 274 | +304 | New | Q2 2026 | Aug 06, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 300 | 24 | 0.0% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 285 | 23 | 0.0% | 0.0% | 275 | -17 | -5.63% | Q2 2026 | Aug 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 277 | 22 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 234 | 19 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 238 | 19 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WHITTIER TRUST CO | History | No change | 229 | 18 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 213 | 17 | 0.0% | 0.0% | 280 | +149 | 232.81% | Q2 2026 | Aug 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 200 | 16 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 154 | 13 | 0.0% | 0.0% | 282 | +42 | 37.5% | Q2 2026 | Aug 07, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 158 | 12 | 0.0% | 0.0% | 284 | +126 | 393.75% | Q2 2026 | Sep 04, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 151 | 12 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 150 | 12 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| USA FINANCIAL FORMULAS | History | New | 138 | 11 | 0.0% | — | 288 | +138 | New | Q2 2026 | Aug 04, 2026 |
| Bangor Savings Bank | History | No change | 135 | 11 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 147 | 11 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 112 | 9 | 0.0% | — | 289 | +101 | 918.18% | Q2 2026 | Jul 02, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 102 | 8 | 0.0% | — | 291 | +97 | 1940.0% | Q2 2026 | Jul 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 109 | 8 | 0.0% | 0.0% | 292 | +35 | 47.3% | Q2 2026 | Aug 13, 2026 |
| High Note Wealth, LLC | History | No change | 101 | 8 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 92 | 7 | 0.0% | 0.0% | 295 | +51 | 124.39% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 96 | 7 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| McIlrath & Eck, LLC | History | No change | 95 | 7 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Bare Financial Services, Inc | History | Added to | 76 | 6 | 0.0% | 0.0% | 297 | +62 | 442.86% | Q2 2026 | Jul 27, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 82 | 6 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FIRST HORIZON CORP | History | No change | 64 | 5 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | Added to | 56 | 4 | 0.0% | — | 300 | +48 | 600.0% | Q2 2026 | Jul 16, 2026 |
| Quarry LP | History | Reduced | 58 | 4 | 0.0% | 0.0% | 299 | -28 | -32.56% | Q2 2026 | Aug 14, 2026 |