Marcus & Millichap, Inc. - MMI
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 | 3,618,887 | 112,800 | 0.0% | 0.0% | 1 | -310,849 | -7.91% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 2,491,466 | 77,658 | 0.0% | 0.0% | 2 | -76,580 | -2.98% | Q2 2026 | Aug 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 2,285,406 | 71,327 | 0.05% | 0.02% | 3 | +1,354,509 | 145.51% | Q2 2026 | Aug 13, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 2,141,001 | 66,735 | 0.2% | 0.17% | 4 | +128,238 | 6.37% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,489,218 | 46,419 | 0.01% | 0.01% | 5 | +7,446 | 0.5% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 1,020,602 | 31,812 | 0.0% | 0.0% | 6 | -38,940 | -3.68% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 949,388 | 29,592 | 0.0% | 0.0% | 7 | +11,164 | 1.19% | Q2 2026 | Aug 07, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 740,631 | 23,085 | 1.9% | 1.97% | 8 | -21,835 | -2.86% | Q2 2026 | Jul 23, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 659,314 | 20,553 | 0.0% | 0.0% | 9 | +14,161 | 2.19% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 551,097 | 17,177 | 0.01% | 0.01% | 10 | +126,760 | 29.87% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 472,278 | 14,720 | 0.01% | 0.0% | 11 | +290,195 | 159.38% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 470,019 | 14,650 | 0.12% | 0.13% | 12 | -41,671 | -8.14% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 404,677 | 12,613 | 0.0% | 0.0% | 13 | -28,936 | -6.67% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 272,747 | 8,501 | 0.03% | 0.02% | 14 | +113,128 | 70.87% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 256,122 | 7,983 | 0.0% | 0.0% | 15 | +11,849 | 4.85% | Q2 2026 | Aug 13, 2026 |
| SPROTT INC. | History | No change | 210,000 | 6,545 | 0.21% | 0.16% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 200,173 | 6,239 | 0.01% | 0.01% | 17 | -19,527 | -8.89% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 188,990 | 5,890 | 0.01% | 0.01% | 18 | -37,030 | -16.38% | Q2 2026 | Aug 06, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 183,095 | 5,707 | 0.1% | 0.13% | 19 | -74,077 | -28.8% | Q2 2026 | Aug 20, 2026 |
| MORGAN STANLEY | History | Reduced | 182,843 | 5,699 | 0.0% | 0.0% | 20 | -2,020 | -1.09% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 178,899 | 5,576 | 0.0% | 0.0% | 21 | +9,637 | 5.69% | Q2 2026 | Aug 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 170,147 | 5,303 | 0.0% | 0.0% | 22 | +11,663 | 7.36% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 165,361 | 5,154 | 0.0% | 0.0% | 23 | +1,299 | 0.79% | Q2 2026 | Aug 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 154,405 | 4,812 | 0.0% | 0.0% | 24 | +3,116 | 2.06% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 154,306 | 4,809 | 0.0% | 0.0% | 25 | +111,184 | 257.84% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 128,439 | 4,003 | 0.0% | 0.01% | 26 | -177,793 | -58.06% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 127,219 | 3,965 | 0.0% | 0.0% | 27 | +78,048 | 158.73% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Reduced | 123,908 | 3,862 | 0.0% | 0.0% | 28 | -51,936 | -29.54% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 113,280 | 3,530 | 0.0% | 0.0% | 29 | -2,467 | -2.13% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 109,466 | 3,412 | 0.0% | 0.0% | 30 | +12,462 | 12.85% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 93,691 | 2,920 | 0.0% | 0.0% | 31 | -9,191 | -8.93% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 87,400 | 2,724 | 0.0% | 0.0% | 32 | +35,289 | 67.72% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 85,595 | 2,668 | 0.0% | 0.0% | 33 | +33,682 | 64.88% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 83,576 | 2,605 | 0.02% | — | 34 | +83,576 | New | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Added to | 83,431 | 2,600 | 0.0% | 0.0% | 35 | +539 | 0.65% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 83,232 | 2,594 | 0.0% | 0.0% | 36 | -15,843 | -15.99% | Q2 2026 | Aug 07, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 82,106 | 2,559 | 0.0% | 0.0% | 37 | -82,279 | -50.05% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 80,503 | 2,509 | 0.01% | 0.01% | 38 | -4,669 | -5.48% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | Added to | 79,750 | 2,485 | 0.08% | 0.04% | 39 | +33,983 | 74.25% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 74,566 | 2,324 | 0.0% | 0.0% | 40 | -89,200 | -54.47% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 70,114 | 2,185 | 0.0% | 0.0% | 41 | +2,074 | 3.05% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 66,369 | 2,068 | 0.0% | 0.0% | 42 | -2,860 | -4.13% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 65,084 | 2,028 | 0.0% | 0.0% | 43 | -2,617 | -3.87% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | Added to | 61,117 | 1,905 | 0.02% | 0.02% | 44 | +19,302 | 46.16% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 60,870 | 1,897 | 0.0% | 0.0% | 45 | -9,128 | -13.04% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | Reduced | 57,275 | 1,785 | 0.01% | 0.02% | 46 | -34,938 | -37.89% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 55,518 | 1,730 | 0.0% | 0.0% | 47 | +4,999 | 9.9% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 54,691 | 1,704 | 0.01% | 0.0% | 48 | +28,687 | 110.32% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | Reduced | 52,497 | 1,636 | 0.0% | 0.0% | 49 | -2,601 | -4.72% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 49,329 | 1,537 | 0.0% | 0.0% | 50 | +9,100 | 22.62% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | Reduced | 45,800 | 1,427 | 0.0% | 0.0% | 51 | -3,500 | -7.1% | Q2 2026 | Aug 11, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 41,266 | 1,286 | 0.0% | — | 52 | +41,266 | New | Q2 2026 | Aug 04, 2026 |
| BARCLAYS PLC | History | Reduced | 39,277 | 1,224 | 0.0% | 0.0% | 53 | -3,932 | -9.1% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 39,235 | 1,222 | 0.0% | 0.0% | 54 | +31,122 | 383.61% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 38,557 | 1,201 | 0.0% | 0.0% | 55 | +29,407 | 321.39% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 34,999 | 1,090 | 0.0% | 0.0% | 56 | -887 | -2.47% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 34,239 | 1,075 | 0.0% | 0.0% | 57 | +161 | 0.47% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 33,584 | 1,046 | 0.0% | 0.0% | 58 | +25,414 | 311.06% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 33,130 | 1,033 | 0.0% | 0.0% | 59 | -3,151 | -8.68% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 31,101 | 969 | 0.0% | 0.0% | 60 | +818 | 2.7% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 30,902 | 821 | 0.0% | 0.0% | 61 | +9 | 0.03% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 24,737 | 771 | 0.02% | 0.02% | 62 | +86 | 0.35% | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 24,340 | 758 | 0.0% | 0.0% | 63 | -1,410 | -5.48% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 24,147 | 752 | 0.0% | 0.0% | 64 | -769 | -3.09% | Q2 2026 | Aug 24, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 23,728 | 740 | 0.0% | 0.0% | 65 | +793 | 3.46% | Q2 2026 | Jul 23, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 23,670 | 738 | 0.17% | 0.15% | 66 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Verdad Advisers, LP | History | Added to | 21,972 | 684 | 0.66% | 0.46% | 67 | +6,433 | 41.4% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Added to | 21,780 | 678 | 0.03% | 0.04% | 68 | +2,536 | 13.18% | Q2 2026 | Aug 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 21,334 | 664 | 0.0% | 0.0% | 69 | -13,265 | -38.34% | Q2 2026 | Aug 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 20,453 | 637 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 19,101 | 596 | 0.0% | 0.0% | 71 | +685 | 3.72% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 18,742 | 585 | 0.0% | 0.0% | 72 | -1,995 | -9.62% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 18,642 | 581 | 0.0% | 0.0% | 73 | +9,934 | 114.08% | Q2 2026 | Aug 19, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 17,268 | 571 | 0.0% | 0.0% | 74 | -4,275 | -19.84% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 16,851 | 525 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Added to | 16,677 | 519 | 0.14% | 0.08% | 76 | +5,170 | 44.93% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 15,746 | 490 | 0.0% | 0.0% | 77 | +7,378 | 88.17% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 15,393 | 480 | 0.0% | 0.0% | 78 | -502 | -3.16% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | New | 15,342 | 478 | 0.18% | — | 79 | +15,342 | New | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | New | 14,980 | 466 | 0.01% | — | 80 | +14,980 | New | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 14,901 | 457 | 0.0% | — | 81 | +14,901 | New | Q2 2026 | Jul 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,061 | 438 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 14,048 | 437 | 0.02% | 0.02% | 83 | +3,727 | 36.11% | Q2 2026 | Aug 03, 2026 |
| ALLSTATE CORP | History | New | 13,427 | 418 | 0.0% | — | 84 | +13,427 | New | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 13,124 | 409 | 0.0% | 0.0% | 85 | +397 | 3.12% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | Added to | 12,674 | 395 | 0.0% | 0.0% | 86 | +3,211 | 33.93% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 11,901 | 370 | 0.0% | — | 87 | +11,901 | New | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 11,812 | 368 | 0.0% | 0.0% | 88 | -890 | -7.01% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 11,800 | 367 | 0.0% | — | 89 | +11,800 | New | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 11,495 | 358 | 0.01% | 0.01% | 90 | -5,553 | -32.57% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 11,476 | 357 | 0.0% | 0.0% | 91 | +7,738 | 207.01% | Q2 2026 | Aug 03, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 11,114 | 346 | 0.02% | 0.05% | 93 | -11,257 | -50.32% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 11,121 | 346 | 0.0% | 0.0% | 92 | -374 | -3.25% | Q2 2026 | Aug 05, 2026 |
| Squarepoint Ops LLC | History | New | 11,089 | 345 | 0.0% | — | 94 | +11,089 | New | Q2 2026 | Aug 14, 2026 |
| RBF Capital, LLC | History | No change | 11,000 | 342 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diametric Capital, LP | History | Reduced | 10,932 | 340 | 0.04% | 0.12% | 96 | -6,004 | -35.45% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | New | 10,880 | 339 | 0.0% | — | 97 | +10,880 | New | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 10,727 | 334 | 0.0% | 0.0% | 98 | -32,925 | -75.43% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 10,620 | 331 | 0.0% | 0.0% | 99 | -632 | -5.62% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 10,300 | 321 | 0.0% | 0.0% | 100 | -300 | -2.83% | Q2 2026 | Jul 21, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 10,200 | 317 | 0.0% | 0.0% | 101 | +3,400 | 50.0% | Q2 2026 | Jul 29, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 10,151 | 316 | 0.03% | — | 102 | +10,151 | New | Q2 2026 | Jul 31, 2026 |
| US BANCORP \DE\ | History | Added to | 9,906 | 308 | 0.0% | 0.0% | 103 | +766 | 8.38% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 9,807 | 305 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | New | 9,693 | 302 | 0.0% | — | 105 | +9,693 | New | Q2 2026 | Aug 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 10,880 | 289 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Hofer & Associates. Inc | History | No change | 8,344 | 260 | 0.13% | 0.12% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 8,156 | 254 | 0.02% | 0.02% | 108 | +98 | 1.22% | Q2 2026 | Jul 16, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 8,095 | 252 | 0.0% | 0.0% | 109 | -7,096 | -46.71% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | New | 8,034 | 250 | 0.0% | — | 110 | +8,034 | New | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 9,116 | 242 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 7,720 | 240 | 0.0% | 0.0% | 112 | -4,036 | -34.33% | Q2 2026 | Jul 20, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 7,669 | 239 | 0.0% | — | 113 | +7,669 | New | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 7,573 | 236 | 0.0% | — | 114 | +7,573 | New | Q2 2026 | Aug 13, 2026 |
| Investors Research Corp | History | No change | 7,275 | 226 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 7,114 | 221 | 0.0% | — | 116 | +7,114 | New | Q2 2026 | Sep 09, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 6,927 | 215 | 0.0% | — | 117 | +6,927 | New | Q2 2026 | Aug 10, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 6,872 | 214 | 0.0% | — | 118 | +6,872 | New | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 6,828 | 212 | 0.0% | — | 119 | +6,828 | New | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,692 | 208 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 6,127 | 191 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 5,807 | 181 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 5,670 | 176 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,509 | 171 | 0.0% | 0.0% | 124 | -93 | -1.66% | Q2 2026 | Aug 07, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 5,400 | 168 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 5,332 | 166 | 0.0% | 0.0% | 126 | -100 | -1.84% | Q2 2026 | Jul 28, 2026 |
| GAMMA Investing LLC | History | Added to | 4,634 | 144 | 0.01% | 0.0% | 127 | +984 | 26.96% | Q2 2026 | Jul 07, 2026 |
| STRS OHIO | History | No change | 4,200 | 130 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arax Advisory Partners | History | Added to | 3,853 | 120 | 0.0% | — | 129 | +3,850 | 128333.33% | Q2 2026 | Aug 10, 2026 |
| State of Wyoming | History | Added to | 2,464 | 76 | 0.01% | 0.01% | 130 | +52 | 2.16% | Q2 2026 | Aug 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,004 | 62 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,798 | 56 | 0.0% | 0.0% | 132 | +1,096 | 156.13% | Q2 2026 | Aug 10, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,512 | 47 | 0.0% | 0.0% | 133 | -230 | -13.2% | Q2 2026 | Jul 02, 2026 |
| Allworth Financial LP | History | Added to | 1,491 | 46 | 0.0% | 0.0% | 134 | +963 | 182.39% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,296 | 40 | 0.0% | 0.0% | 135 | +415 | 47.11% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,145 | 35 | 0.0% | 0.0% | 136 | +1,075 | 1535.71% | Q2 2026 | Jul 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,069 | 33 | 0.0% | 0.0% | 137 | -1,369 | -56.15% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 935 | 29 | 0.0% | 0.0% | 138 | +158 | 20.33% | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 835 | 26 | 0.0% | 0.0% | 139 | -48 | -5.44% | Q2 2026 | Jul 28, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 802 | 24 | 0.0% | — | 141 | +802 | New | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 775 | 24 | 0.0% | 0.0% | 140 | +42 | 5.73% | Q2 2026 | Aug 17, 2026 |
| UMB Bank, n.a. | History | Reduced | 764 | 23 | 0.0% | 0.0% | 142 | -176 | -18.72% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 693 | 21 | 0.0% | 0.0% | 143 | +564 | 437.21% | Q2 2026 | Jul 20, 2026 |
| Persistent Asset Partners Ltd | History | New | 642 | 20 | 0.01% | — | 145 | +642 | New | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 645 | 20 | 0.0% | 0.0% | 144 | +604 | 1473.17% | Q2 2026 | Aug 05, 2026 |
| Nykredit A/S | History | New | 521 | 16 | 0.0% | — | 146 | +521 | New | Q2 2026 | Sep 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 496 | 15 | 0.0% | 0.0% | 147 | +185 | 59.49% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | No change | 479 | 15 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 465 | 14 | 0.0% | 0.0% | 149 | -334 | -41.8% | Q2 2026 | Jul 28, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 432 | 13 | 0.0% | 0.01% | 150 | -1,061 | -71.06% | Q2 2026 | Aug 04, 2026 |
| Covestor Ltd | History | Added to | 358 | 11 | 0.01% | 0.01% | 151 | +37 | 11.53% | Q2 2026 | Aug 07, 2026 |
| Essential Partners LLC | History | Reduced | 290 | 9 | 0.0% | 0.0% | 152 | -8 | -2.68% | Q2 2026 | Aug 10, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 258 | 8 | 0.0% | — | 154 | +222 | 616.67% | Q2 2026 | Jul 22, 2026 |
| Salomon & Ludwin, LLC | History | No change | 268 | 8 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | New | 256 | 7 | 0.0% | — | 155 | +256 | New | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | Reduced | 161 | 5 | 0.0% | 0.17% | 157 | -208,130 | -99.92% | Q2 2026 | Jul 01, 2026 |
| SouthState Bank Corp | History | No change | 183 | 5 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | Added to | 160 | 4 | 0.0% | 0.0% | 159 | +96 | 150.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Added to | 157 | 4 | 0.0% | 0.0% | 158 | +7 | 4.67% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 126 | 3 | 0.0% | 0.0% | 160 | -15,985 | -99.22% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 111 | 3 | 0.0% | 0.0% | 162 | +28 | 33.73% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 115 | 3 | 0.0% | 0.0% | 161 | -21 | -15.44% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 95 | 2 | 0.0% | 0.0% | 163 | -3,263 | -97.17% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | Added to | 77 | 2 | 0.0% | — | 164 | +41 | 113.89% | Q2 2026 | Jul 16, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 78 | 2 | 0.0% | 0.0% | 165 | +16 | 25.81% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 33 | 1 | 0.0% | 0.0% | 167 | -219 | -86.9% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | Reduced | 39 | 1 | 0.0% | 0.0% | 168 | -80 | -67.23% | Q2 2026 | Jul 27, 2026 |
| Clearstead Advisors, LLC | History | New | 52 | 1 | 0.0% | — | 169 | +52 | New | Q2 2026 | Aug 06, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 46 | 1 | 0.0% | — | 170 | +46 | New | Q2 2026 | Aug 04, 2026 |
| Parkside Financial Bank & Trust | History | No change | 50 | 1 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -411,847 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -100,428 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -90,666 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -45,972 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,072 | -100.0% | Q2 2026 | Sep 02, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,529 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -19,322 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,885 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,668 | -100.0% | Q2 2026 | Aug 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -712 | -100.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -238 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Stone House Investment Management, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q2 2026 | Jul 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 18 | 0 | — | — | — | -18 | -50.0% | Q2 2026 | Jul 20, 2026 |
| Quarry LP | History | New | 16 | 0 | — | — | — | +16 | New | Q2 2026 | Aug 14, 2026 |
| Investors Portfolio Services LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Jul 20, 2026 |
| Evolution Advisers, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 31, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 8 | 0 | — | — | — | -5 | -38.46% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 30 | 0 | — | — | — | +2 | 7.14% | Q2 2026 | Jul 02, 2026 |
| JPL Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Jul 22, 2026 |
| Davis Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 16, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bell Investment Advisors, Inc | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Freestone Grove Partners LP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |