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 | No change | 6,093,900 | 496,896 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,793,808 | 227,807 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 2,049,814 | 167,141 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,702,695 | 138,837 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,005,058 | 81,971 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zimmer Partners, LP | History | No change | 1,000,000 | 81,540 | 1.88% | 1.88% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 693,151 | 48,138 | 0.01% | 0.01% | 7 | -7,818 | -1.12% | Q3 2026 | Nov 04, 2026 |
| MORGAN STANLEY | History | No change | 545,468 | 44,477 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 530,621 | 43,266 | 0.33% | 0.33% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 513,700 | 41,887 | 0.27% | 0.27% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 486,961 | 39,706 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 447,445 | 36,484 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 434,562 | 35,434 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 394,580 | 32,174 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 337,689 | 27,535 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 329,710 | 26,884 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 300,293 | 24,485 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 319,825 | 22,211 | 0.0% | 0.0% | 18 | -12,368 | -3.72% | Q3 2026 | Nov 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 249,913 | 20,377 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SPEECE THORSON CAPITAL GROUP INC | History | No change | 228,679 | 18,646 | 3.99% | 3.99% | 20 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITADEL ADVISORS LLC | History | No change | 200,135 | 16,319 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Yaupon Capital Management LP | History | No change | 200,000 | 16,308 | 0.32% | 0.32% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 189,397 | 15,443 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 184,129 | 15,013 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 180,616 | 12,543 | 0.01% | 0.01% | 25 | -1,811 | -0.99% | Q3 2026 | Nov 02, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 129,684 | 10,574 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 125,019 | 10,194 | 0.12% | 0.12% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | No change | 125,000 | 10,192 | 0.41% | 0.41% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 124,286 | 10,134 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 119,543 | 9,747 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 113,927 | 9,289 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 111,477 | 9,089 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 106,813 | 8,709 | 0.11% | 0.11% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Added to | 123,853 | 8,601 | 0.01% | 0.01% | 34 | +31,572 | 34.21% | Q3 2026 | Oct 28, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 104,886 | 8,552 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 100,350 | 8,182 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Burkehill Global Management, LP | History | No change | 100,000 | 8,154 | 0.29% | 0.29% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 91,655 | 7,473 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 104,209 | 7,237 | 0.03% | 0.03% | 39 | +30,760 | 41.88% | Q3 2026 | Nov 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 82,910 | 6,760 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 82,804 | 6,751 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 81,300 | 6,629 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 73,750 | 6,013 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vennlight Capital Management, LP | History | No change | 68,585 | 5,592 | 3.75% | 3.75% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 65,895 | 5,373 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 65,875 | 5,371 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 65,581 | 5,347 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 62,664 | 5,109 | 0.07% | 0.07% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 62,010 | 5,057 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 57,983 | 4,727 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 54,484 | 4,442 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 51,187 | 4,173 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 51,012 | 4,159 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 48,934 | 3,990 | 0.09% | 0.09% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 43,787 | 3,649 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 43,145 | 3,518 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Russell Investments Group, Ltd. | History | No change | 42,732 | 3,484 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jump Financial, LLC | History | No change | 42,694 | 3,481 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 38,934 | 3,174 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 40,604 | 3,138 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 35,872 | 2,925 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 33,810 | 2,756 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 32,252 | 2,629 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Madison Wealth Partners, Inc | History | No change | 31,812 | 2,593 | 0.33% | 0.33% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 30,480 | 2,485 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 30,318 | 2,472 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Freestone Grove Partners LP | History | No change | 29,855 | 2,434 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magellan Asset Management Ltd | History | No change | 29,683 | 2,420 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 34,333 | 2,384 | 0.0% | 0.0% | 69 | -2,627 | -7.11% | Q3 2026 | Nov 05, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 29,126 | 2,374 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 28,526 | 2,326 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 28,058 | 2,287 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 32,307 | 2,243 | 0.01% | 0.01% | 73 | +4,300 | 15.35% | Q3 2026 | Oct 28, 2026 |
| SEI INVESTMENTS CO | History | No change | 27,131 | 2,212 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 26,086 | 2,126 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 25,875 | 2,109 | 0.11% | 0.11% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 25,390 | 2,070 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 25,372 | 2,068 | 0.13% | 0.13% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 25,102 | 2,046 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 24,114 | 1,914 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MACQUARIE GROUP LTD | History | No change | 23,330 | 1,902 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 21,888 | 1,784 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 21,816 | 1,778 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mariner, LLC | History | No change | 21,358 | 1,741 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 24,032 | 1,669 | 0.0% | 0.0% | 85 | -3,291 | -12.04% | Q3 2026 | Nov 05, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 20,000 | 1,630 | 0.22% | 0.22% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 19,450 | 1,585 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 19,242 | 1,568 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 22,570 | 1,567 | 0.0% | 0.0% | 89 | -192 | -0.84% | Q3 2026 | Nov 02, 2026 |
| Quadrature Capital Ltd | History | No change | 19,110 | 1,558 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 18,284 | 1,490 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 17,623 | 1,436 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 17,404 | 1,419 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 17,335 | 1,413 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 17,256 | 1,407 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 20,200 | 1,402 | 0.03% | — | 96 | +20,200 | New | Q3 2026 | Oct 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 16,559 | 1,350 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAIRS & POWER INC | History | No change | 16,508 | 1,346 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 16,376 | 1,335 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 19,030 | 1,321 | 0.01% | 0.02% | 100 | +754 | 4.13% | Q3 2026 | Nov 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,664 | 1,320 | 0.0% | 0.0% | 101 | +3,075 | 19.73% | Q3 2026 | Oct 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 15,644 | 1,275 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 15,241 | 1,242 | 0.3% | 0.3% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 17,793 | 1,235 | 0.0% | 0.0% | 104 | -21,655 | -54.9% | Q3 2026 | Nov 02, 2026 |
| HSBC HOLDINGS PLC | History | No change | 14,624 | 1,193 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 16,807 | 1,167 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 14,081 | 1,148 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 13,904 | 1,133 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 13,808 | 1,125 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 16,100 | 1,118 | 0.02% | 0.02% | 110 | -400 | -2.42% | Q3 2026 | Oct 20, 2026 |
| AXQ CAPITAL, LP | History | No change | 12,586 | 1,026 | 0.11% | 0.11% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KLCM Advisors, Inc. | History | No change | 12,225 | 996 | 0.08% | 0.08% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Centiva Capital, LP | History | No change | 11,970 | 976 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 11,553 | 942 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Park Capital Management, LLC / WI | History | Reduced | 13,544 | 940 | 0.48% | 0.68% | 115 | -694 | -4.87% | Q3 2026 | Oct 13, 2026 |
| Treasurer of the State of North Carolina | History | No change | 11,382 | 928 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 11,342 | 924 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 11,230 | 915 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Regal Investment Advisors LLC | History | No change | 11,174 | 911 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,103 | 905 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 11,058 | 901 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 10,710 | 873 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 10,610 | 865 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 10,600 | 864 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 10,607 | 864 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 10,379 | 846 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,149 | 827 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 11,659 | 809 | 0.07% | 0.03% | 128 | +6,735 | 136.78% | Q3 2026 | Oct 06, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 9,845 | 802 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 11,498 | 798 | 0.0% | 0.0% | 130 | -554 | -4.6% | Q3 2026 | Nov 05, 2026 |
| Holocene Advisors, LP | History | No change | 9,789 | 798 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 9,506 | 775 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Achmea Investment Management B.V. | History | New | 11,100 | 771 | 0.01% | — | 133 | +11,100 | New | Q3 2026 | Oct 30, 2026 |
| NorthRock Partners, LLC | History | No change | 9,369 | 763 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 9,316 | 760 | 0.05% | 0.05% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HENNESSY ADVISORS INC | History | Added to | 10,879 | 755 | 0.03% | 0.03% | 136 | +300 | 2.84% | Q3 2026 | Oct 28, 2026 |
| Lido Advisors, LLC | History | Reduced | 10,857 | 754 | 0.0% | 0.0% | 137 | -179 | -1.62% | Q3 2026 | Nov 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 9,231 | 752 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,154 | 747 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Added to | 10,638 | 738 | 0.0% | 0.0% | 140 | +497 | 4.9% | Q3 2026 | Nov 03, 2026 |
| Bridgefront Capital, LLC | History | No change | 8,798 | 717 | 0.19% | 0.19% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 10,248 | 711 | 0.06% | 0.08% | 142 | -18 | -0.18% | Q3 2026 | Oct 15, 2026 |
| MBE Wealth Management, LLC | History | Added to | 10,168 | 706 | 0.25% | 0.28% | 143 | +250 | 2.52% | Q3 2026 | Oct 26, 2026 |
| AMALGAMATED BANK | History | Reduced | 9,791 | 680 | 0.0% | 0.01% | 144 | -345 | -3.4% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 9,538 | 662 | 0.01% | 0.01% | 145 | -349 | -3.53% | Q3 2026 | Oct 22, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 7,959 | 648 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALPS ADVISORS INC | History | Reduced | 9,214 | 639 | 0.0% | 0.01% | 149 | -4,400 | -32.32% | Q3 2026 | Nov 02, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 7,846 | 639 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 7,840 | 639 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | Added to | 9,163 | 636 | 0.03% | 0.03% | 151 | +866 | 10.44% | Q3 2026 | Oct 22, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 7,800 | 636 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 8,700 | 604 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Aquatic Capital Management LLC | History | No change | 7,366 | 600 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORM Wealth Advisors, LLC | History | Added to | 8,572 | 595 | 0.07% | 0.08% | 154 | +7 | 0.08% | Q3 2026 | Oct 13, 2026 |
| ICW Investment Advisors LLC | History | Reduced | 8,457 | 587 | 0.21% | 0.25% | 157 | -331 | -3.77% | Q3 2026 | Oct 27, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 8,461 | 587 | 0.01% | 0.01% | 156 | -100 | -1.17% | Q3 2026 | Oct 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 7,210 | 587 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 7,188 | 586 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 7,184 | 585 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Reduced | 8,381 | 582 | 0.0% | 0.0% | 160 | -14,502 | -63.37% | Q3 2026 | Nov 04, 2026 |
| SG Americas Securities, LLC | History | No change | 7,116 | 580 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 6,932 | 565 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | No change | 6,622 | 539 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 6,476 | 528 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 7,518 | 521 | 0.01% | 0.01% | 165 | -6,083 | -44.72% | Q3 2026 | Oct 15, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 7,458 | 517 | 0.04% | 0.05% | 166 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 7,397 | 513 | 0.0% | 0.0% | 167 | +994 | 15.52% | Q3 2026 | Oct 29, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 6,268 | 511 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantbot Technologies LP | History | No change | 6,222 | 507 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 6,018 | 490 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GAMMA Investing LLC | History | Added to | 7,034 | 488 | 0.02% | 0.02% | 171 | +1,962 | 38.68% | Q3 2026 | Oct 08, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 6,836 | 474 | 0.05% | 0.06% | 172 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 6,711 | 465 | 0.0% | — | 173 | +6,711 | New | Q3 2026 | Oct 27, 2026 |
| Corient Private Wealth LP | History | No change | 5,695 | 464 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Walleye Partners, LLC | History | Added to | 6,672 | 463 | 0.52% | 0.62% | 175 | +4 | 0.06% | Q3 2026 | Oct 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 5,476 | 446 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,537 | 442 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trust Point Inc. | History | Added to | 6,355 | 441 | 0.03% | 0.04% | 178 | +21 | 0.33% | Q3 2026 | Oct 27, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 5,292 | 431 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,188 | 423 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 5,160 | 420 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Baird Financial Group, Inc. | History | No change | 5,085 | 414 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 4,799 | 391 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Valmark Advisers, Inc. | History | No change | 4,546 | 370 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Headlands Technologies LLC | History | No change | 4,544 | 370 | 0.04% | 0.04% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,365 | 355 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,353 | 355 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BKM Wealth Management, LLC | History | No change | 5,088 | 353 | 0.11% | 0.15% | 188 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 4,316 | 351 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vident Advisory, LLC | History | No change | 4,085 | 333 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,078 | 332 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 3,982 | 324 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,961 | 322 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,957 | 322 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CSM Advisors, LLC | History | No change | 3,960 | 322 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 4,624 | 321 | 0.0% | 0.0% | 196 | +447 | 10.7% | Q3 2026 | Nov 03, 2026 |
| Wealthspire Advisors, LLC | History | No change | 3,915 | 319 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RMG Wealth Management LLC | History | No change | 4,285 | 317 | 0.03% | 0.04% | 198 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 4,489 | 311 | 0.01% | 0.01% | 199 | +20 | 0.45% | Q3 2026 | Nov 05, 2026 |
| GuidedMoney, LLC | History | Added to | 4,460 | 309 | 0.14% | 0.14% | 200 | +820 | 22.53% | Q3 2026 | Oct 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,735 | 304 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 4,312 | 299 | 0.0% | 0.0% | 202 | -11 | -0.25% | Q3 2026 | Oct 23, 2026 |
| Entropy Technologies, LP | History | No change | 3,633 | 296 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,603 | 293 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 3,588 | 292 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,416 | 278 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Reduced | 3,759 | 261 | 0.0% | 0.0% | 207 | -20 | -0.53% | Q3 2026 | Nov 03, 2026 |
| Waverly Advisors, LLC | History | No change | 3,191 | 260 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 3,681 | 255 | 0.0% | 0.0% | 210 | +582 | 18.78% | Q3 2026 | Nov 03, 2026 |
| Madison Asset Management, LLC | History | No change | 3,138 | 255 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Annex Advisory Services, LLC | History | Added to | 3,671 | 254 | 0.0% | 0.0% | 211 | +388 | 11.82% | Q3 2026 | Oct 15, 2026 |
| Tower View Wealth Management LLC | History | Added to | 3,631 | 252 | 0.11% | 0.13% | 212 | +97 | 2.74% | Q3 2026 | Oct 23, 2026 |
| Man Group plc | History | No change | 3,089 | 251 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 3,088 | 251 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 3,084 | 251 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFM Investors Pty Ltd | History | Added to | 3,593 | 249 | 0.0% | 0.0% | 216 | +983 | 37.66% | Q3 2026 | Oct 13, 2026 |
| Ellenbecker Investment Group | History | No change | 3,055 | 249 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | New | 3,523 | 244 | 0.01% | — | 218 | +3,523 | New | Q3 2026 | Oct 14, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 3,424 | 237 | 0.01% | 0.01% | 219 | +64 | 1.9% | Q3 2026 | Oct 30, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 3,405 | 236 | 0.02% | 0.03% | 220 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Security National Bank | History | No change | 3,269 | 227 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,739 | 223 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,200 | 222 | 0.0% | 0.0% | 223 | -48 | -1.48% | Q3 2026 | Nov 02, 2026 |
| Morningstar Investment Management LLC | History | No change | 2,854 | 220 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 2,671 | 217 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 3,117 | 216 | 0.18% | 0.24% | 226 | -303 | -8.86% | Q3 2026 | Oct 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,626 | 214 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redmond Asset Management, LLC | History | No change | 3,062 | 212 | 0.06% | 0.06% | 228 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Abel Hall, LLC | History | Reduced | 2,988 | 207 | 0.04% | 0.05% | 229 | -409 | -12.04% | Q3 2026 | Oct 19, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 2,536 | 206 | 0.06% | 0.06% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,430 | 198 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BOKF, NA | History | Added to | 2,368 | 164 | 0.0% | 0.0% | 232 | +59 | 2.56% | Q3 2026 | Oct 27, 2026 |
| Allworth Financial LP | History | No change | 1,972 | 160 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,055 | 142 | 0.0% | 0.0% | 234 | +3 | 0.15% | Q3 2026 | Oct 08, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 1,730 | 141 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,912 | 132 | 0.0% | 0.0% | 236 | -380 | -16.58% | Q3 2026 | Oct 20, 2026 |
| NBT BANK, N.A. | History | Added to | 1,785 | 123 | 0.01% | 0.01% | 237 | +4 | 0.22% | Q3 2026 | Oct 21, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,759 | 122 | 0.0% | 0.0% | 238 | +705 | 66.89% | Q3 2026 | Oct 23, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 1,683 | 116 | 0.01% | 0.02% | 239 | -218 | -11.47% | Q3 2026 | Oct 07, 2026 |
| UMB Bank, n.a. | History | No change | 1,420 | 115 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,538 | 106 | 0.01% | 0.01% | 241 | +144 | 10.33% | Q3 2026 | Oct 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,148 | 94 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,128 | 91 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STEPH & CO | History | No change | 1,272 | 88 | 0.02% | 0.03% | 244 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| KBC Group NV | History | No change | 1,204 | 84 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,127 | 78 | 0.0% | 0.0% | 246 | -181 | -13.84% | Q3 2026 | Oct 16, 2026 |
| Johnson Financial Group, Inc. | History | No change | 930 | 75 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HM PAYSON & CO | History | No change | 884 | 72 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 892 | 61 | 0.01% | 0.01% | 249 | +148 | 19.89% | Q3 2026 | Oct 01, 2026 |
| Highland Investment Advisors LLC | History | No change | 738 | 60 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 686 | 55 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 757 | 52 | 0.0% | 0.0% | 252 | -2 | -0.26% | Q3 2026 | Oct 22, 2026 |
| Avalon Trust Co | History | No change | 600 | 48 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 670 | 46 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| IAG Wealth Partners, LLC | History | No change | 528 | 43 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 468 | 37 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 526 | 36 | 0.0% | 0.0% | 257 | -388 | -42.45% | Q3 2026 | Nov 03, 2026 |
| PRIVATE TRUST CO NA | History | No change | 505 | 35 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 483 | 33 | 0.0% | 0.0% | 259 | -84 | -14.81% | Q3 2026 | Nov 04, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 400 | 32 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 387 | 31 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 445 | 30 | 0.0% | 0.0% | 263 | +38 | 9.34% | Q3 2026 | Oct 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 436 | 30 | 0.0% | 0.0% | 262 | -23 | -5.01% | Q3 2026 | Nov 04, 2026 |
| Optiver Holding B.V. | History | No change | 352 | 28 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | Added to | 356 | 24 | 0.01% | 0.01% | 267 | +7 | 2.01% | Q3 2026 | Oct 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 304 | 24 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 300 | 24 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 285 | 23 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 314 | 21 | 0.01% | — | 269 | +314 | New | Q3 2026 | Oct 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 234 | 19 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ares Financial Consulting, LLC | History | No change | 277 | 19 | 0.01% | 0.02% | 271 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| WHITTIER TRUST CO | History | No change | 229 | 18 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 213 | 17 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 200 | 16 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Next Level Wealth Planning, LLC | History | New | 200 | 13 | 0.01% | — | 276 | +200 | New | Q3 2026 | Oct 29, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 193 | 13 | 0.0% | 0.0% | 275 | +91 | 89.22% | Q3 2026 | Oct 26, 2026 |
| Root Financial Partners, LLC | History | New | 182 | 12 | 0.0% | — | 280 | +182 | New | Q3 2026 | Oct 21, 2026 |
| Covestor Ltd | History | Added to | 179 | 12 | 0.01% | 0.0% | 278 | +169 | 1690.0% | Q3 2026 | Oct 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 151 | 12 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 150 | 12 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 159 | 11 | 0.0% | 0.0% | 281 | +5 | 3.25% | Q3 2026 | Oct 22, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 138 | 11 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 143 | 9 | 0.0% | 0.0% | 284 | -15 | -9.49% | Q3 2026 | Oct 27, 2026 |
| Bangor Savings Bank | History | No change | 135 | 9 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 109 | 8 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Added to | 107 | 7 | 0.0% | 0.0% | 288 | +51 | 91.07% | Q3 2026 | Oct 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 103 | 7 | 0.0% | 0.0% | 289 | +27 | 35.53% | Q3 2026 | Nov 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 92 | 7 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| High Note Wealth, LLC | History | No change | 101 | 7 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 96 | 6 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 83 | 5 | 0.0% | — | 292 | +83 | New | Q3 2026 | Oct 16, 2026 |
| USA FINANCIAL FORMULAS | History | New | 82 | 5 | 0.0% | — | 291 | +82 | New | Q3 2026 | Oct 16, 2026 |
| FIRST HORIZON CORP | History | No change | 64 | 4 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Quarry LP | History | No change | 58 | 4 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 44 | 3 | 0.0% | — | 299 | +44 | New | Q3 2026 | Oct 30, 2026 |
| Fortitude Family Office, LLC | History | Added to | 47 | 3 | 0.0% | 0.0% | 297 | +5 | 11.9% | Q3 2026 | Oct 14, 2026 |
| BESSEMER GROUP INC | History | No change | 35 | 3 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CVA Family Office, LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 49 | 3 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GK Wealth Management LLC | History | New | 36 | 2 | 0.0% | — | 305 | +36 | New | Q3 2026 | Oct 09, 2026 |