MILLERKNOLL, INC. - MLKN
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 | Reduced | 10,413,184 | 213,053 | 0.0% | 0.0% | 1 | -132,807 | -1.26% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 5,163,036 | 105,635 | 0.0% | 0.0% | 2 | +102,284 | 2.02% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,577,277 | 73,191 | 0.01% | 0.01% | 3 | -33,499 | -0.93% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 3,071,770 | 62,848 | 0.0% | 0.0% | 4 | -9,160 | -0.3% | Q2 2026 | Aug 13, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 3,032,700 | 62,049 | 0.18% | 0.09% | 5 | +1,036,963 | 51.96% | Q2 2026 | Aug 07, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 2,858,346 | 58,481 | 0.16% | 0.14% | 6 | -116,278 | -3.91% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Reduced | 2,771,380 | 57,210 | 0.0% | 0.0% | 7 | -60,019 | -2.12% | Q2 2026 | Aug 07, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 2,637,711 | 53,967 | 0.91% | 0.68% | 8 | +161,505 | 6.52% | Q2 2026 | Aug 20, 2026 |
| FMR LLC | History | Reduced | 2,092,428 | 42,811 | 0.0% | 0.0% | 9 | -1,547,753 | -42.52% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Added to | 1,961,206 | 40,126 | 0.0% | 0.0% | 10 | +139,811 | 7.68% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,797,667 | 36,787 | 0.0% | 0.0% | 11 | +83,724 | 4.88% | Q2 2026 | Aug 12, 2026 |
| Forager Capital Management, LLC | History | Added to | 1,561,841 | 31,955 | 12.02% | 10.6% | 12 | +90,000 | 6.11% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,390,128 | 28,442 | 0.0% | 0.0% | 13 | +157,355 | 12.76% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 1,358,746 | 27,800 | 0.05% | 0.04% | 14 | -38,900 | -2.78% | Q2 2026 | Aug 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,308,848 | 26,779 | 0.01% | 0.01% | 15 | +49,460 | 3.93% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,263,574 | 25,852 | 0.0% | 0.0% | 16 | -282,234 | -18.26% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 901,516 | 18,445 | 0.02% | 0.01% | 17 | -10,998 | -1.21% | Q2 2026 | Aug 06, 2026 |
| Vulcan Value Partners, LLC | History | Reduced | 838,151 | 17,148 | 0.52% | 0.51% | 18 | -486,458 | -36.72% | Q2 2026 | Aug 10, 2026 |
| GENDELL JEFFREY L | History | New | 801,445 | 16,397 | 0.14% | — | 19 | +801,445 | New | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 789,781 | 16,158 | 0.0% | 0.0% | 20 | +75,406 | 10.56% | Q2 2026 | Aug 13, 2026 |
| Front Street Capital Management, Inc. | History | Added to | 716,804 | 14,665 | 1.67% | 1.35% | 21 | +14,689 | 2.09% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 694,383 | 14,207 | 0.02% | 0.0% | 22 | +508,200 | 272.96% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 684,370 | 14,002 | 0.0% | 0.0% | 23 | -319,142 | -31.8% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 635,443 | 13,001 | 0.0% | 0.0% | 24 | +308,752 | 94.51% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 628,427 | 12,857 | 0.04% | 0.02% | 25 | +84,330 | 15.5% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 562,012 | 11,498 | 0.0% | 0.0% | 26 | -273,995 | -32.77% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 455,739 | 9,324 | 0.16% | 0.14% | 27 | -17,170 | -3.63% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 453,931 | 9,287 | 0.0% | 0.0% | 28 | +8,309 | 1.86% | Q2 2026 | Aug 13, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 442,276 | 9,048 | 0.04% | 0.02% | 29 | +190,717 | 75.81% | Q2 2026 | Aug 10, 2026 |
| Rodgers Brothers Inc. | History | Reduced | 436,242 | 8,925 | 0.87% | 0.73% | 30 | -1,282 | -0.29% | Q2 2026 | Aug 05, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 427,148 | 8,739 | 0.12% | 0.09% | 31 | -18,212 | -4.09% | Q2 2026 | Jul 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 425,311 | 8,612 | 0.0% | 0.0% | 32 | +21,401 | 5.3% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 416,387 | 8,519 | 0.0% | 0.0% | 33 | +8,823 | 2.16% | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 389,348 | 7,966 | 0.0% | 0.0% | 34 | +367,668 | 1695.89% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 344,584 | 7,050 | 0.0% | 0.0% | 35 | -15,061 | -4.19% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Added to | 335,766 | 6,869 | 0.04% | 0.03% | 36 | +20,357 | 6.45% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 330,464 | 6,761 | 0.0% | 0.0% | 37 | -1,292 | -0.39% | Q2 2026 | Aug 04, 2026 |
| Nuveen, LLC | History | Reduced | 305,224 | 6,244 | 0.0% | 0.0% | 38 | -27,825 | -8.35% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 292,134 | 5,977 | 0.0% | 0.0% | 39 | +11,815 | 4.21% | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 270,080 | 5,525 | 0.0% | 0.0% | 40 | +184,439 | 215.36% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 263,835 | 5,398 | 0.0% | 0.0% | 41 | +152,949 | 137.93% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 234,949 | 4,807 | 0.01% | 0.01% | 42 | -9,183 | -3.76% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 233,443 | 4,776 | 0.01% | 0.0% | 43 | +49,494 | 26.91% | Q2 2026 | Jul 29, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 235,077 | 4,767 | 0.0% | 0.0% | 44 | +5,834 | 2.54% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 214,658 | 4,391 | 0.0% | 0.0% | 45 | -2,216 | -1.02% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 195,412 | 3,998 | 0.0% | 0.0% | 46 | +18,476 | 10.44% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 188,011 | 3,846 | 0.0% | 0.0% | 47 | +5,275 | 2.89% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 175,405 | 3,588 | 0.0% | 0.0% | 48 | -27,574 | -13.58% | Q2 2026 | Aug 11, 2026 |
| SG Americas Securities, LLC | History | Reduced | 173,913 | 3,558 | 0.0% | 0.01% | 49 | -375,260 | -68.33% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 172,108 | 3,521 | 0.0% | 0.0% | 50 | -79,127 | -31.5% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 170,612 | 3,490 | 0.07% | 0.06% | 51 | +55,307 | 47.97% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 167,686 | 3,430 | 0.0% | 0.0% | 52 | +2,184 | 1.32% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 167,145 | 3,419 | 0.0% | 0.0% | 53 | +37,331 | 28.76% | Q2 2026 | Sep 02, 2026 |
| Legal & General Group Plc | History | Reduced | 164,319 | 3,361 | 0.0% | 0.0% | 54 | -345 | -0.21% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 162,277 | 3,320 | 0.0% | 0.0% | 55 | -66,130 | -28.95% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 148,846 | 3,045 | 0.0% | 0.0% | 56 | -29,307 | -16.45% | Q2 2026 | Aug 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 140,518 | 2,874 | 0.03% | 0.03% | 57 | -75,485 | -34.95% | Q2 2026 | Aug 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 138,287 | 2,829 | 0.0% | 0.0% | 58 | -3,462 | -2.44% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | Added to | 137,252 | 2,808 | 0.0% | 0.0% | 59 | +2,100 | 1.55% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 126,621 | 2,654 | 0.0% | 0.0% | 60 | -349,692 | -73.42% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 126,112 | 2,580 | 0.0% | 0.0% | 61 | +10,393 | 8.98% | Q2 2026 | Sep 02, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 125,353 | 2,564 | 0.0% | 0.0% | 62 | -109,078 | -46.53% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 116,564 | 2,384 | 0.0% | 0.0% | 63 | +2,372 | 2.08% | Q2 2026 | Aug 06, 2026 |
| Coppell Advisory Solutions LLC | History | New | 405 | 2,296 | 0.19% | — | 64 | +405 | New | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 111,667 | 2,284 | 0.0% | 0.0% | 65 | +48,365 | 76.4% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 111,363 | 2,279 | 0.0% | 0.0% | 66 | +14,863 | 15.4% | Q2 2026 | Aug 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 108,835 | 2,226 | 0.14% | — | 67 | +108,835 | New | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 107,828 | 2,206 | 0.0% | 0.0% | 68 | -19,620 | -15.39% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 102,400 | 2,095 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 90,656 | 1,855 | 0.0% | 0.0% | 70 | +4,514 | 5.24% | Q2 2026 | Jul 23, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 81,640 | 1,670 | 0.01% | 0.0% | 71 | +24,769 | 43.55% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 77,719 | 1,591 | 0.0% | 0.0% | 72 | -43,736 | -36.01% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 77,039 | 1,576 | 0.0% | 0.0% | 73 | +13,735 | 21.7% | Q2 2026 | Aug 24, 2026 |
| XTX Topco Ltd | History | Added to | 74,074 | 1,515 | 0.02% | 0.02% | 74 | +4,163 | 5.95% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | Reduced | 72,451 | 1,482 | 0.03% | 0.02% | 75 | -2,923 | -3.88% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 71,232 | 1,457 | 0.0% | 0.0% | 76 | +7,107 | 11.08% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 68,696 | 1,405 | 0.0% | 0.0% | 77 | +12,772 | 22.84% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 92,106 | 1,331 | 0.0% | 0.0% | 78 | +13,001 | 16.44% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 64,856 | 1,326 | 0.01% | — | 79 | +64,856 | New | Q2 2026 | Aug 14, 2026 |
| Polymer Capital Management (US) LLC | History | New | 63,895 | 1,307 | 0.17% | — | 80 | +63,895 | New | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 63,855 | 1,306 | 0.01% | 0.0% | 81 | +35,818 | 127.75% | Q2 2026 | Aug 14, 2026 |
| OP Asset Management Ltd | History | New | 63,009 | 1,289 | 0.01% | — | 82 | +63,009 | New | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 62,089 | 1,270 | 0.0% | 0.0% | 83 | +14,957 | 31.73% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 60,925 | 1,246 | 0.0% | 0.0% | 84 | +34,622 | 131.63% | Q2 2026 | Aug 14, 2026 |
| Mork Capital Management, LLC | History | No change | 59,560 | 1,218 | 0.78% | 0.61% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 58,322 | 1,194 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 56,297 | 1,151 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 55,142 | 1,128 | 0.0% | 0.0% | 88 | -22,534 | -29.01% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | New | 53,087 | 1,086 | 0.41% | — | 89 | +53,087 | New | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 46,847 | 958 | 0.0% | 0.0% | 90 | +23,168 | 97.84% | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 45,043 | 921 | 0.0% | 0.0% | 91 | +23,355 | 107.69% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 42,406 | 867 | 0.0% | 0.0% | 92 | +8,637 | 25.58% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 40,615 | 830 | 0.0% | 0.0% | 93 | +7,647 | 23.2% | Q2 2026 | Aug 03, 2026 |
| MetLife Investment Management, LLC | History | Added to | 40,342 | 825 | 0.0% | 0.0% | 94 | +4,981 | 14.09% | Q2 2026 | Aug 13, 2026 |
| RBF Capital, LLC | History | No change | 40,000 | 818 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 39,472 | 807 | 0.01% | 0.01% | 96 | +2,905 | 7.94% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 36,075 | 738 | 0.0% | — | 97 | +36,075 | New | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | Reduced | 34,962 | 715 | 0.01% | 0.01% | 98 | -31,198 | -47.16% | Q2 2026 | Aug 14, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 34,290 | 701 | 0.38% | 0.3% | 99 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 32,971 | 675 | 0.05% | 0.03% | 100 | +3,624 | 12.35% | Q2 2026 | Aug 07, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 33,003 | 673 | 0.01% | 0.01% | 101 | -11,155 | -25.26% | Q2 2026 | Jul 20, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 32,798 | 671 | 0.0% | 0.0% | 102 | -25,375 | -43.62% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 32,430 | 669 | 0.0% | 0.0% | 103 | +1,485 | 4.8% | Q2 2026 | Aug 10, 2026 |
| Jupiter Topco LLC | History | New | 32,216 | 659 | 0.0% | — | 104 | +32,216 | New | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 31,741 | 649 | 0.0% | 0.0% | 105 | -373 | -1.16% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | New | 30,608 | 626 | 0.15% | — | 106 | +30,608 | New | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 30,000 | 613 | 0.01% | 0.01% | 107 | -300 | -0.99% | Q2 2026 | Jul 21, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 28,156 | 576 | 0.0% | 0.0% | 108 | -897 | -3.09% | Q2 2026 | Sep 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 28,055 | 574 | 0.0% | 0.0% | 109 | -2,540 | -8.3% | Q2 2026 | Aug 03, 2026 |
| Twin Lakes Capital Management, LLC | History | Reduced | 27,702 | 566 | 0.22% | 0.18% | 110 | -372 | -1.33% | Q2 2026 | Aug 17, 2026 |
| Mariner, LLC | History | Reduced | 26,781 | 547 | 0.0% | 0.0% | 111 | -1,060 | -3.81% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 25,790 | 527 | 0.0% | 0.0% | 112 | +2,122 | 8.97% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 25,451 | 520 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blueshift Asset Management, LLC | History | New | 24,906 | 509 | 0.12% | — | 114 | +24,906 | New | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 24,860 | 508 | 0.0% | 0.0% | 115 | -7,194 | -22.44% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 24,610 | 503 | 0.0% | 0.0% | 116 | -1,547 | -5.91% | Q2 2026 | Aug 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 32,216 | 466 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 22,607 | 462 | 0.0% | — | 118 | +22,607 | New | Q2 2026 | Aug 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 21,358 | 436 | 0.0% | 0.0% | 119 | +2,599 | 13.85% | Q2 2026 | Jul 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 20,162 | 412 | 0.01% | — | 121 | +20,162 | New | Q2 2026 | Jul 21, 2026 |
| Advisory Services Network, LLC | History | Reduced | 20,150 | 412 | 0.0% | 0.0% | 120 | -1,900 | -8.62% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 19,680 | 402 | 0.0% | 0.0% | 122 | -2,490 | -11.23% | Q2 2026 | Aug 07, 2026 |
| State of Wyoming | History | Added to | 18,886 | 386 | 0.04% | 0.01% | 124 | +14,428 | 323.64% | Q2 2026 | Aug 06, 2026 |
| Arizona State Retirement System | History | Added to | 18,867 | 386 | 0.0% | 0.0% | 123 | +121 | 0.65% | Q2 2026 | Aug 07, 2026 |
| Well Done, LLC | History | Added to | 18,544 | 379 | 0.05% | 0.04% | 125 | +62 | 0.34% | Q2 2026 | Jul 24, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 18,461 | 377 | 0.0% | 0.0% | 126 | +75 | 0.41% | Q2 2026 | Jul 16, 2026 |
| AMALGAMATED BANK | History | Reduced | 18,382 | 376 | 0.0% | 0.0% | 127 | -1,270 | -6.46% | Q2 2026 | Jul 23, 2026 |
| Amundi | History | New | 18,235 | 373 | 0.0% | — | 128 | +18,235 | New | Q2 2026 | Aug 11, 2026 |
| Sound Capital Solutions LLC | History | New | 17,760 | 363 | 0.08% | — | 130 | +17,760 | New | Q2 2026 | Aug 13, 2026 |
| OPTIMIZE FINANCIAL INC. | History | Reduced | 17,760 | 363 | 0.13% | 0.13% | 129 | -61 | -0.34% | Q2 2026 | Aug 27, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 17,400 | 356 | 0.0% | 0.0% | 132 | +629 | 3.75% | Q2 2026 | Jul 16, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 17,431 | 356 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 17,174 | 351 | 0.0% | — | 133 | +17,174 | New | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 16,469 | 336 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 16,214 | 331 | 0.0% | 0.0% | 135 | -664 | -3.93% | Q2 2026 | Jul 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 15,534 | 317 | 0.0% | 0.0% | 136 | -100 | -0.64% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | Reduced | 14,886 | 304 | 0.0% | 0.0% | 137 | -3,195 | -17.67% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 14,600 | 301 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 13,700 | 280 | 0.0% | 0.0% | 139 | -11,500 | -45.63% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | Reduced | 13,629 | 278 | 0.0% | 0.0% | 140 | -2,417 | -15.06% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 13,291 | 271 | 0.0% | 0.0% | 141 | -7,542 | -36.2% | Q2 2026 | Aug 14, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 13,291 | 271 | 0.01% | 0.01% | 143 | -2,599 | -16.36% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 13,255 | 271 | 0.0% | 0.0% | 142 | +1,278 | 10.67% | Q2 2026 | Aug 12, 2026 |
| STRS OHIO | History | Reduced | 13,200 | 270 | 0.0% | 0.0% | 144 | -3,900 | -22.81% | Q2 2026 | Jul 30, 2026 |
| DAVENPORT & Co LLC | History | No change | 13,027 | 266 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 12,655 | 259 | 0.06% | — | 146 | +12,655 | New | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,714 | 256 | 0.0% | 0.0% | 147 | +1,855 | 17.08% | Q2 2026 | Jul 15, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Reduced | 12,466 | 255 | 0.0% | 0.0% | 148 | -13,839 | -52.61% | Q2 2026 | Aug 04, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 12,380 | 253 | 0.0% | 0.0% | 149 | -3,036 | -19.69% | Q2 2026 | Aug 14, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 11,754 | 242 | 0.03% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 11,790 | 241 | 0.0% | 0.0% | 151 | -44,061 | -78.89% | Q2 2026 | Aug 13, 2026 |
| DRW Securities, LLC | History | New | 11,757 | 240 | 0.01% | — | 152 | +11,757 | New | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | New | 11,541 | 236 | 0.0% | — | 153 | +11,541 | New | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 11,211 | 229 | 0.0% | 0.0% | 154 | -804 | -6.69% | Q2 2026 | Aug 19, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 10,594 | 216 | 0.0% | 0.0% | 155 | +1,858 | 21.27% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 10,446 | 213 | 0.0% | 0.0% | 156 | -79,589 | -88.4% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 10,308 | 210 | 0.0% | 0.0% | 157 | -68 | -0.66% | Q2 2026 | Aug 07, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 9,973 | 204 | 0.0% | 0.0% | 158 | -78 | -0.78% | Q2 2026 | Jul 30, 2026 |
| Pictet Asset Management Holding SA | History | New | 9,940 | 203 | 0.0% | — | 159 | +9,940 | New | Q2 2026 | Jul 30, 2026 |
| ProShare Advisors LLC | History | Reduced | 9,826 | 201 | 0.0% | 0.0% | 160 | -824 | -7.74% | Q2 2026 | Aug 11, 2026 |
| Axxion S.A. | History | New | 9,669 | 197 | 0.01% | — | 161 | +9,669 | New | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 13,481 | 194 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | No change | 13,463 | 194 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 9,397 | 192 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 6,700 | 137 | 0.0% | 0.01% | 165 | -7,502 | -52.82% | Q2 2026 | Aug 11, 2026 |
| Freestone Grove Partners LP | History | Reduced | 6,502 | 133 | 0.0% | 0.0% | 166 | -3,689 | -36.2% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 6,256 | 127 | 0.0% | 0.0% | 167 | +602 | 10.65% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 4,533 | 92 | 0.0% | 0.0% | 168 | +454 | 11.13% | Q2 2026 | Aug 17, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,180 | 85 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | No change | 3,803 | 78 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,295 | 67 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 3,245 | 66 | 0.0% | 0.0% | 172 | -24 | -0.73% | Q2 2026 | Aug 13, 2026 |
| Fulcrum Asset Management LLP | History | New | 2,878 | 58 | 0.01% | — | 173 | +2,878 | New | Q2 2026 | Aug 18, 2026 |
| Investors Research Corp | History | No change | 2,688 | 54 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 2,571 | 52 | 0.0% | 0.0% | 175 | +1,025 | 66.3% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 2,271 | 46 | 0.0% | — | 176 | +2,271 | New | Q2 2026 | Aug 13, 2026 |
| Quantum Portfolio Management LLC | History | New | 1,896 | 38 | 0.01% | — | 177 | +1,896 | New | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,821 | 37 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | Added to | 1,715 | 35 | 0.0% | 0.0% | 179 | +1,290 | 303.53% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,629 | 33 | 0.0% | 0.0% | 180 | -69 | -4.06% | Q2 2026 | Jul 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,471 | 30 | 0.0% | 0.0% | 181 | +453 | 44.5% | Q2 2026 | Jul 24, 2026 |
| Quantbot Technologies LP | History | New | 1,425 | 29 | 0.0% | — | 182 | +1,425 | New | Q2 2026 | Aug 12, 2026 |
| Nykredit A/S | History | New | 1,382 | 28 | 0.0% | — | 185 | +1,382 | New | Q2 2026 | Sep 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,389 | 28 | 0.0% | 0.0% | 183 | -879 | -38.76% | Q2 2026 | Jul 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,406 | 28 | 0.0% | 0.0% | 184 | +453 | 47.53% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,250 | 25 | 0.0% | 0.0% | 186 | +781 | 166.52% | Q2 2026 | Jul 02, 2026 |
| Allworth Financial LP | History | Added to | 1,138 | 23 | 0.0% | 0.0% | 188 | +437 | 62.34% | Q2 2026 | Aug 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,140 | 23 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Trust Asset Management, LLC | History | New | 1,000 | 20 | 0.01% | — | 191 | +1,000 | New | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,007 | 20 | 0.0% | 0.0% | 190 | -813 | -44.67% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,001 | 20 | 0.0% | 0.0% | 189 | +462 | 85.71% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 966 | 19 | 0.0% | 0.0% | 192 | +63 | 6.98% | Q2 2026 | Jul 17, 2026 |
| GAMMA Investing LLC | History | Reduced | 892 | 18 | 0.0% | 0.0% | 193 | -1,432 | -61.62% | Q2 2026 | Jul 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 767 | 15 | 0.0% | 0.0% | 194 | +231 | 43.1% | Q2 2026 | Aug 05, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 540 | 11 | 0.0% | 0.01% | 195 | -5,168 | -90.54% | Q2 2026 | Aug 03, 2026 |
| SITTNER & NELSON, LLC | History | No change | 551 | 11 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 500 | 10 | 0.0% | 0.0% | 198 | -112 | -18.3% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 535 | 10 | 0.0% | 0.0% | 199 | -79 | -12.87% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 500 | 10 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optiver Holding B.V. | History | New | 446 | 9 | 0.0% | — | 203 | +446 | New | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 460 | 9 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 430 | 9 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LRI Investments, LLC | History | No change | 445 | 9 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 387 | 8 | 0.0% | 0.0% | 204 | -1,548 | -80.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | New | 358 | 7 | 0.0% | — | 206 | +358 | New | Q2 2026 | Aug 06, 2026 |
| Ares Financial Consulting, LLC | History | No change | 344 | 7 | 0.01% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 333 | 6 | 0.0% | — | 208 | +324 | 3600.0% | Q2 2026 | Jul 22, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 334 | 6 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 336 | 6 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 266 | 5 | 0.0% | 0.0% | 210 | +101 | 61.21% | Q2 2026 | Jul 20, 2026 |
| Stone House Investment Management, LLC | History | New | 215 | 4 | 0.0% | — | 213 | +215 | New | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 219 | 4 | 0.0% | 0.0% | 211 | -163 | -42.67% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 225 | 4 | 0.0% | 0.0% | 212 | +12 | 5.63% | Q2 2026 | Jul 22, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 188 | 3 | 0.0% | 0.0% | 216 | -483 | -71.98% | Q2 2026 | Jul 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 164 | 3 | 0.0% | 0.0% | 214 | -130 | -44.22% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | Reduced | 151 | 3 | 0.0% | 0.0% | 215 | -74 | -32.89% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | Reduced | 194 | 3 | 0.0% | 0.0% | 219 | -29 | -13.0% | Q2 2026 | Aug 10, 2026 |
| Private Wealth Management Group, LLC | History | No change | 154 | 3 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Boreal Capital Management LLC | History | No change | 161 | 3 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quarry LP | History | New | 131 | 2 | 0.0% | — | 224 | +131 | New | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | New | 100 | 2 | 0.0% | — | 223 | +100 | New | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Added to | 91 | 2 | 0.0% | 0.0% | 221 | +39 | 75.0% | Q2 2026 | Aug 07, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Red Tortoise LLC | History | No change | 203 | 2 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| UMB Bank, n.a. | History | Reduced | 71 | 1 | 0.0% | 0.0% | 226 | -378 | -84.19% | Q2 2026 | Aug 13, 2026 |
| Investors Portfolio Services LLC | History | New | 59 | 1 | 0.0% | — | 231 | +59 | New | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 54 | 1 | 0.0% | 0.0% | 230 | -41 | -43.16% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | Added to | 68 | 1 | 0.0% | — | 229 | +15 | 28.3% | Q2 2026 | Aug 04, 2026 |
| JPL Wealth Management, LLC | History | Added to | 81 | 1 | 0.0% | 0.0% | 228 | +7 | 9.46% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Added to | 50 | 1 | 0.0% | — | 227 | +5 | 11.11% | Q2 2026 | Jul 16, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 56 | 1 | 0.0% | — | 225 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DISCIPLINED GROWTH INVESTORS INC /MN | History | Closed out | 0 | 0 | — | 0.15% | — | -498,550 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -191,713 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -111,905 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.09% | — | -86,651 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -38,820 | -100.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,351 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAVERICK CAPITAL LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -30,710 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,942 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | Closed out | 0 | 0 | — | 0.0% | — | -27,377 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -26,717 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.06% | — | -23,082 | -100.0% | Q2 2026 | Aug 04, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,145 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,253 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,711 | -100.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,663 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Davis Capital Management | History | Reduced | 4 | 0 | — | 0.01% | — | -816 | -99.51% | Q2 2026 | Jul 16, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -715 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -439 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -139 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Torren Management, LLC | History | Reduced | 2 | 0 | — | — | — | -56 | -96.55% | Q2 2026 | Jul 10, 2026 |
| Clearstead Advisors, LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q2 2026 | Aug 06, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 29 | 0 | — | — | — | +29 | New | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q2 2026 | Jul 10, 2026 |
| Ankerstar Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 11 | 0 | — | — | — | -17 | -60.71% | Q2 2026 | Jul 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 16 | 0 | — | — | — | +16 | New | Q2 2026 | Jul 02, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Aug 06, 2026 |
| Evolution Advisers, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Jul 31, 2026 |
| Basecamp Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 44 | 0 | — | — | — | -1 | -2.22% | Q2 2026 | Aug 10, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parkside Financial Bank & Trust | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |