MCGRATH RENTCORP - MGRC
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.
Details.
Rows: 0
| 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 | 2,089,066 | 252,839 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| River Road Asset Management, LLC | History | No change | 2,046,345 | 247,669 | 2.76% | 2.76% | 2 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,424,824 | 172,446 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,105,970 | 133,855 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 975,053 | 118,012 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Channing Capital Management, LLC | History | No change | 835,246 | 101,089 | 2.33% | 2.33% | 6 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 705,334 | 85,366 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 676,028 | 81,833 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 631,856 | 76,473 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 629,987 | 76,247 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| SNYDER CAPITAL MANAGEMENT L P | History | No change | 475,324 | 57,528 | 0.99% | 0.99% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 453,886 | 54,933 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 409,860 | 49,606 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 377,251 | 45,658 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 357,145 | 43,225 | 0.28% | 0.28% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | No change | 353,791 | 42,819 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 330,702 | 40,024 | 0.1% | 0.1% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital World Investors | History | No change | 330,106 | 39,952 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 315,769 | 38,217 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Research Global Investors | History | No change | 309,406 | 37,447 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 298,024 | 36,069 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | No change | 295,108 | 35,716 | 2.45% | 2.45% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 285,593 | 34,565 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 274,850 | 33,408 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 268,267 | 32,468 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 229,164 | 27,735 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Paradice Investment Management LLC | History | No change | 224,598 | 27,183 | 4.34% | 4.34% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Medina Value Partners, LLC | History | No change | 210,294 | 25,451 | 4.99% | 4.99% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunriver Management LLC | History | No change | 198,684 | 24,046 | 3.78% | 3.78% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 194,882 | 23,587 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | History | No change | 192,426 | 23,289 | 24.02% | 24.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 188,656 | 22,833 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | No change | 186,453 | 22,566 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 178,649 | 21,621 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 165,048 | 19,975 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LONDON CO OF VIRGINIA | History | No change | 162,617 | 19,681 | 0.11% | 0.11% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 157,302 | 19,038 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 150,537 | 18,219 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 142,188 | 17,415 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allianz Asset Management GmbH | History | No change | 143,737 | 17,396 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| KTF INVESTMENTS, LLC | History | No change | 141,121 | 17,079 | 1.73% | 1.73% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 137,699 | 16,665 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 113,590 | 13,747 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 107,438 | 13,003 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 104,585 | 12,657 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tributary Capital Management, LLC | History | No change | 83,334 | 10,085 | 0.83% | 0.83% | 46 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SG Capital Management LLC | History | No change | 76,555 | 9,265 | 0.76% | 0.76% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 68,425 | 8,281 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 67,515 | 8,171 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vision One Management Partners, LP | History | No change | 63,359 | 7,668 | 2.76% | 2.76% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 61,386 | 7,429 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ProShare Advisors LLC | History | No change | 61,300 | 7,419 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 59,980 | 7,259 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 59,823 | 7,240 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALGERT GLOBAL LLC | History | No change | 59,827 | 7,240 | 0.09% | 0.09% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 58,192 | 7,042 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UBS Group AG | History | No change | 55,730 | 6,745 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 51,765 | 6,265 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 50,475 | 6,108 | 0.86% | 0.86% | 59 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Swiss National Bank | History | No change | 49,400 | 5,978 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DENALI ADVISORS LLC | History | No change | 48,418 | 5,860 | 0.59% | 0.59% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | No change | 47,481 | 5,746 | 0.09% | 0.09% | 62 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MARSHALL WACE, LLP | History | No change | 45,689 | 5,529 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 43,125 | 5,219 | 0.14% | 0.14% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 41,308 | 4,999 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 40,551 | 4,907 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 40,419 | 4,891 | 0.1% | 0.1% | 67 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Manatuck Hill Partners, LLC | History | No change | 40,300 | 4,877 | 1.62% | 1.62% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ranger Investment Management, L.P. | History | No change | 39,415 | 4,770 | 0.3% | 0.3% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 36,963 | 4,473 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 36,358 | 4,400 | 0.64% | 0.64% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 36,210 | 4,382 | 0.24% | 0.24% | 72 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jump Financial, LLC | History | No change | 35,973 | 4,353 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 34,000 | 4,115 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORGES BANK | History | No change | 33,600 | 4,066 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 33,218 | 4,020 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 32,013 | 3,874 | 0.34% | 0.34% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 30,552 | 3,697 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 30,173 | 3,651 | 0.47% | 0.47% | 79 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 27,958 | 3,383 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 30,102 | 3,319 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 26,901 | 3,255 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREDIT AGRICOLE S A | History | No change | 26,420 | 3,197 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 26,164 | 3,166 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 26,022 | 3,149 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 25,718 | 3,112 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Legal & General Group Plc | History | No change | 24,832 | 3,005 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiera Capital Corp | History | No change | 24,056 | 2,911 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearline Capital LP | History | No change | 23,306 | 2,820 | 0.17% | 0.17% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 22,998 | 2,783 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 22,303 | 2,699 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | No change | 21,646 | 2,619 | 0.21% | 0.21% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 21,333 | 2,581 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 21,052 | 2,547 | 0.16% | 0.16% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 20,470 | 2,477 | 0.07% | 0.07% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | No change | 19,146 | 2,317 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 18,576 | 2,248 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 17,969 | 2,174 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 17,849 | 2,160 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 17,661 | 2,137 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 17,435 | 2,110 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 17,379 | 2,103 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Wealth Advisors, LLC | History | No change | 17,024 | 2,060 | 0.23% | 0.23% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 16,890 | 2,044 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 16,832 | 2,037 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 16,758 | 2,028 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 16,662 | 2,016 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 15,908 | 1,925 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 15,830 | 1,915 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 15,621 | 1,890 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 15,397 | 1,863 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,479 | 1,752 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 14,258 | 1,726 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 13,555 | 1,641 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 13,520 | 1,636 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| CITADEL ADVISORS LLC | History | No change | 13,295 | 1,609 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 12,788 | 1,547 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Boston Partners | History | No change | 12,347 | 1,494 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| M&T BANK CORP | History | No change | 11,644 | 1,409 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Holocene Advisors, LP | History | No change | 11,625 | 1,406 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 11,529 | 1,395 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 11,499 | 1,391 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 11,443 | 1,384 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 11,321 | 1,370 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Jupiter Topco LLC | History | No change | 11,314 | 1,368 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirador Capital Partners LP | History | No change | 11,275 | 1,364 | 0.17% | 0.17% | 126 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Bridgewater Associates, LP | History | No change | 10,986 | 1,329 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 10,593 | 1,282 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 10,029 | 1,213 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 10,000 | 1,210 | 0.17% | 0.17% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 9,723 | 1,177 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 9,636 | 1,166 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,767 | 1,061 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 8,600 | 1,040 | 0.4% | 0.4% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 8,473 | 1,025 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | History | No change | 8,406 | 1,017 | 0.14% | 0.14% | 136 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Architects, LLC | History | No change | 8,406 | 1,017 | 0.08% | 0.08% | 137 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Squarepoint Ops LLC | History | No change | 8,293 | 1,003 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7,595 | 936 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Headlands Technologies LLC | History | No change | 7,512 | 909 | 0.1% | 0.1% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Freestone Grove Partners LP | History | No change | 7,510 | 908 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 7,447 | 901 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,330 | 887 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,857 | 829 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Entropy Technologies, LP | History | No change | 6,808 | 823 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | No change | 6,791 | 821 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 6,391 | 773 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 6,222 | 753 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 6,217 | 752 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,158 | 745 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,074 | 735 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 5,954 | 720 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | No change | 5,811 | 703 | 0.06% | 0.06% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,643 | 683 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 5,598 | 677 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dakota Wealth Management | History | No change | 5,600 | 677 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Inspire Investing, LLC | History | No change | 5,570 | 674 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,567 | 673 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Norman Fields, Gottscho Capital Management, LLC | History | No change | 5,550 | 671 | 0.2% | 0.2% | 159 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 5,500 | 665 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 5,179 | 626 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 4,702 | 569 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 4,685 | 547 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CIM, LLC | History | No change | 4,371 | 529 | 0.07% | 0.07% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 4,346 | 525 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 4,305 | 521 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Round Rock Advisors LLC | History | No change | 4,229 | 511 | 0.07% | 0.07% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Storgate, LLC | History | No change | 4,204 | 508 | 0.11% | 0.11% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 4,157 | 503 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pictet Asset Management Holding SA | History | No change | 4,075 | 493 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cetera Investment Advisers | History | No change | 4,012 | 485 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 3,958 | 479 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,849 | 465 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Odyssean, LLC | History | No change | 3,736 | 452 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,492 | 423 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,316 | 401 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 3,303 | 399 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 3,294 | 398 | 0.06% | 0.06% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestcor Inc | History | No change | 3,037 | 368 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 3,019 | 365 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 2,935 | 355 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 2,782 | 336 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 2,769 | 335 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 2,774 | 335 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of Wyoming | History | No change | 2,760 | 334 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kings Path Partners LLC | History | No change | 2,740 | 331 | 0.09% | 0.09% | 186 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Diversified Trust Co | History | No change | 2,705 | 327 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,624 | 317 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 2,626 | 317 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WELCH & FORBES LLC | History | No change | 2,600 | 314 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| XPONANCE LLC | History | No change | 2,521 | 305 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 2,489 | 300 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 2,414 | 292 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ethic Inc. | History | No change | 2,403 | 290 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,380 | 288 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Global Investments | History | No change | 2,314 | 280 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,255 | 272 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | No change | 2,232 | 270 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,108 | 255 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jefferies Financial Group Inc. | History | No change | 2,079 | 251 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| US BANCORP \DE\ | History | No change | 2,040 | 246 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,021 | 244 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Phillips Wealth Planners LLC | History | No change | 2,139 | 242 | 0.18% | 0.18% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 1,996 | 241 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INCEPTIONR LLC | History | No change | 1,957 | 236 | 0.06% | 0.06% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,925 | 232 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,799 | 217 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 1,711 | 207 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,453 | 175 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Palouse Capital Management, Inc. | History | No change | 1,356 | 164 | 0.1% | 0.1% | 210 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Nykredit A/S | History | No change | 1,300 | 157 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Premier Fund Managers Ltd | History | No change | 1,283 | 156 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Colonial Trust Co / SC | History | No change | 1,035 | 125 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | No change | 865 | 105 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ADIRONDACK TRUST CO | History | No change | 800 | 96 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SITTNER & NELSON, LLC | History | No change | 689 | 83 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 651 | 78 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | No change | 630 | 76 | 0.04% | 0.04% | 218 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 571 | 69 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 571 | 69 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CX Institutional | History | Reduced | 562 | 64 | 0.0% | 0.0% | 222 | -45 | -7.41% | Q3 2026 | Oct 02, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 532 | 64 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 505 | 61 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | No change | 455 | 55 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 371 | 44 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 363 | 44 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Peterson Wealth Services | History | No change | 351 | 42 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 271 | 32 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 209 | 25 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 170 | 20 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 167 | 20 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 170 | 20 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quarry LP | History | No change | 150 | 18 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 142 | 17 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SouthState Bank Corp | History | No change | 140 | 16 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 119 | 14 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 115 | 13 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | No change | 115 | 13 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UMB Bank, n.a. | History | No change | 106 | 12 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 94 | 11 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Trust, LLC | History | No change | 92 | 11 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Versant Capital Management, Inc | History | No change | 80 | 9 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| MATHER GROUP, LLC. | History | No change | 70 | 8 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 70 | 8 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 50 | 6 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SBI Securities Co., Ltd. | History | No change | 42 | 5 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GAMMA Investing LLC | History | No change | 43 | 5 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 29 | 3 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SJS Investment Consulting Inc. | History | No change | 29 | 3 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 18 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 18 | 2 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bare Financial Services, Inc | History | No change | 23 | 2 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aventura Private Wealth, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 17 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 14 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 14 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fortitude Family Office, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 11 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Essential Partners LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clearstead Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Capital Management Investments LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LRI Investments, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hughes Financial Services, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rialto Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Navigoe, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HFM Investment Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |