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 | No change | 3,618,887 | 112,800 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,491,466 | 77,658 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 2,285,406 | 71,327 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 2,101,884 | 59,798 | 0.18% | 0.2% | 4 | -39,117 | -1.83% | Q3 2026 | Oct 30, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,500,790 | 42,699 | 0.01% | 0.01% | 5 | +11,572 | 0.78% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,020,602 | 31,812 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 949,388 | 29,592 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 659,314 | 20,553 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 710,051 | 20,200 | 1.85% | 1.9% | 9 | -30,580 | -4.13% | Q3 2026 | Oct 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 551,097 | 17,177 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 472,278 | 14,720 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 470,019 | 14,650 | 0.12% | 0.12% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 404,677 | 12,613 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 272,747 | 8,501 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 256,122 | 7,983 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SPROTT INC. | History | No change | 210,000 | 6,545 | 0.21% | 0.21% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 200,173 | 6,239 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 188,990 | 5,890 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 182,843 | 5,699 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 178,899 | 5,576 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 170,147 | 5,303 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 154,405 | 4,812 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 154,306 | 4,809 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 161,352 | 4,590 | 0.0% | 0.0% | 24 | -4,009 | -2.42% | Q3 2026 | Nov 05, 2026 |
| Qube Research & Technologies Ltd | History | No change | 128,439 | 4,003 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 127,219 | 3,965 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 123,908 | 3,862 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 109,466 | 3,412 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 106,753 | 3,037 | 0.0% | 0.0% | 29 | -6,527 | -5.76% | Q3 2026 | Nov 02, 2026 |
| Mariner, LLC | History | No change | 93,691 | 2,920 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 87,400 | 2,724 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 85,595 | 2,668 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 83,576 | 2,605 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 83,431 | 2,600 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 83,232 | 2,594 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 82,106 | 2,559 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 80,503 | 2,509 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 87,940 | 2,501 | 0.04% | 0.1% | 38 | -95,155 | -51.97% | Q3 2026 | Oct 13, 2026 |
| WINTON GROUP Ltd | History | No change | 79,750 | 2,485 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 74,566 | 2,324 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 70,114 | 2,185 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 66,369 | 2,068 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 65,084 | 2,028 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 61,117 | 1,905 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 60,870 | 1,897 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | No change | 57,275 | 1,785 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 55,518 | 1,730 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 54,691 | 1,704 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Added to | 58,393 | 1,661 | 0.0% | 0.0% | 49 | +9,064 | 18.37% | Q3 2026 | Nov 02, 2026 |
| Legal & General Group Plc | History | No change | 52,497 | 1,636 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 45,800 | 1,427 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | No change | 39,277 | 1,224 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 39,235 | 1,222 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 38,557 | 1,201 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 34,999 | 1,090 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 34,239 | 1,075 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 33,584 | 1,046 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 33,130 | 1,033 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 35,868 | 1,020 | 0.0% | 0.0% | 59 | -5,398 | -13.08% | Q3 2026 | Nov 05, 2026 |
| LPL Financial LLC | History | No change | 31,101 | 969 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 32,238 | 917 | 0.0% | 0.0% | 61 | +8,510 | 35.86% | Q3 2026 | Oct 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 30,902 | 821 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 24,737 | 771 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 24,340 | 758 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 24,147 | 752 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 23,670 | 738 | 0.17% | 0.17% | 66 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Verdad Advisers, LP | History | No change | 21,972 | 684 | 0.66% | 0.66% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 21,334 | 664 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Inspire Investing, LLC | History | Added to | 22,455 | 638 | 0.03% | 0.03% | 69 | +675 | 3.1% | Q3 2026 | Oct 22, 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 | No change | 19,101 | 596 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 18,742 | 585 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 18,642 | 581 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| JPMORGAN CHASE & CO | History | No change | 17,268 | 571 | 0.0% | 0.0% | 74 | 0 | 0.0% | 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 | No change | 16,677 | 519 | 0.14% | 0.14% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 15,746 | 490 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VARCOV Co. | History | No change | 15,342 | 478 | 0.18% | 0.18% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 14,980 | 466 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,061 | 438 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 14,048 | 437 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,905 | 428 | 0.0% | 0.0% | 82 | +4 | 0.03% | Q3 2026 | Oct 13, 2026 |
| ALLSTATE CORP | History | No change | 13,427 | 418 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 13,124 | 409 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 14,206 | 404 | 0.0% | 0.0% | 85 | -1,187 | -7.71% | Q3 2026 | Nov 05, 2026 |
| Cerity Partners LLC | History | No change | 12,674 | 395 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Park Capital Management, LLC / WI | History | New | 13,531 | 384 | 0.2% | — | 87 | +13,531 | New | Q3 2026 | Oct 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 11,901 | 370 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 11,800 | 367 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 11,495 | 358 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 12,535 | 356 | 0.0% | 0.0% | 91 | +723 | 6.12% | Q3 2026 | Nov 05, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 11,114 | 346 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 11,089 | 345 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RBF Capital, LLC | History | No change | 11,000 | 342 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diametric Capital, LP | History | No change | 10,932 | 340 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 10,880 | 339 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 10,727 | 334 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 10,620 | 331 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CenterBook Partners LP | History | New | 11,385 | 323 | 0.01% | — | 99 | +11,385 | New | Q3 2026 | Nov 02, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,200 | 317 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 10,151 | 316 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 11,007 | 313 | 0.07% | — | 102 | +11,007 | New | Q3 2026 | Oct 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 9,807 | 305 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 9,693 | 302 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 10,605 | 301 | 0.0% | 0.0% | 105 | -516 | -4.64% | Q3 2026 | Nov 05, 2026 |
| Commonwealth Financial Services, LLC | History | New | 10,189 | 289 | 0.05% | — | 106 | +10,189 | New | Q3 2026 | Oct 20, 2026 |
| SteelPeak Wealth, LLC | History | New | 9,656 | 275 | 0.01% | — | 107 | +9,656 | New | Q3 2026 | Oct 16, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 9,500 | 270 | 0.0% | 0.0% | 108 | -800 | -7.77% | Q3 2026 | Oct 20, 2026 |
| Symmetry Partners, LLC | History | New | 9,457 | 269 | 0.01% | — | 109 | +9,457 | New | Q3 2026 | Oct 27, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 8,095 | 252 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 8,034 | 250 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,573 | 236 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 8,146 | 231 | 0.02% | 0.02% | 113 | -10 | -0.12% | Q3 2026 | Oct 19, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 7,918 | 227 | 0.0% | 0.0% | 114 | +249 | 3.25% | Q3 2026 | Oct 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 7,114 | 221 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,927 | 215 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 6,828 | 212 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,692 | 208 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Investors Research Corp | History | No change | 7,275 | 206 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 7,192 | 204 | 0.0% | 0.0% | 120 | -2,714 | -27.4% | Q3 2026 | Nov 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 6,898 | 197 | 0.0% | 0.0% | 121 | +5,100 | 283.65% | Q3 2026 | Oct 20, 2026 |
| State of Wyoming | History | Added to | 6,801 | 193 | 0.01% | 0.01% | 122 | +4,337 | 176.01% | Q3 2026 | Oct 28, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 6,127 | 191 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 5,807 | 181 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 5,670 | 176 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,509 | 171 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STRS OHIO | History | Added to | 6,000 | 170 | 0.0% | 0.0% | 127 | +1,800 | 42.86% | Q3 2026 | Oct 30, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 5,400 | 168 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 5,445 | 154 | 0.01% | 0.01% | 129 | +811 | 17.5% | Q3 2026 | Oct 08, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 5,361 | 151 | 0.0% | 0.0% | 130 | -2,359 | -30.56% | Q3 2026 | Oct 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 5,032 | 143 | 0.0% | 0.0% | 131 | -300 | -5.63% | Q3 2026 | Oct 29, 2026 |
| Arax Advisory Partners | History | No change | 3,853 | 120 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Reduced | 3,009 | 85 | 0.0% | 0.0% | 133 | -8,467 | -73.78% | Q3 2026 | Nov 04, 2026 |
| Fortitude Family Office, LLC | History | Added to | 2,200 | 62 | 0.01% | — | 135 | +2,190 | 21900.0% | Q3 2026 | Oct 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,004 | 62 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,728 | 49 | 0.0% | 0.0% | 136 | +583 | 50.92% | Q3 2026 | Oct 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,664 | 47 | 0.0% | 0.0% | 137 | +729 | 77.97% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 1,491 | 46 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | No change | 1,512 | 43 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,296 | 40 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,069 | 33 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 775 | 24 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 842 | 23 | 0.0% | 0.0% | 144 | +197 | 30.54% | Q3 2026 | Nov 03, 2026 |
| UMB Bank, n.a. | History | No change | 764 | 23 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 802 | 22 | 0.0% | 0.0% | 145 | -33 | -3.95% | Q3 2026 | Oct 20, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 802 | 22 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Persistent Asset Partners Ltd | History | No change | 642 | 20 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Heritage Family Offices, LLP | History | New | 701 | 19 | 0.01% | — | 149 | +701 | New | Q3 2026 | Nov 02, 2026 |
| IFP Advisors, Inc | History | No change | 693 | 19 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Nykredit A/S | History | No change | 521 | 16 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 496 | 15 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | No change | 479 | 15 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 437 | 12 | 0.0% | 0.0% | 154 | +179 | 69.38% | Q3 2026 | Oct 26, 2026 |
| Sterling Capital Management LLC | History | Reduced | 449 | 12 | 0.0% | 0.0% | 153 | -16 | -3.44% | Q3 2026 | Oct 22, 2026 |
| Covestor Ltd | History | Reduced | 338 | 9 | 0.01% | 0.01% | 155 | -20 | -5.59% | Q3 2026 | Oct 30, 2026 |
| Essential Partners LLC | History | Added to | 294 | 8 | 0.0% | 0.0% | 156 | +4 | 1.38% | Q3 2026 | Oct 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 277 | 7 | 0.0% | 0.0% | 159 | -155 | -35.88% | Q3 2026 | Oct 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 256 | 7 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 268 | 7 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 225 | 6 | 0.0% | — | 160 | +225 | New | Q3 2026 | Oct 27, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 181 | 5 | 0.0% | — | 162 | +181 | New | Q3 2026 | Oct 15, 2026 |
| SouthState Bank Corp | History | No change | 183 | 5 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 157 | 4 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Optiver Holding B.V. | History | No change | 160 | 4 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | New | 135 | 3 | 0.0% | — | 168 | +135 | New | Q3 2026 | Oct 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 135 | 3 | 0.0% | 0.0% | 167 | +24 | 21.62% | Q3 2026 | Oct 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 126 | 3 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 115 | 3 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Root Financial Partners, LLC | History | New | 104 | 2 | 0.0% | — | 173 | +104 | New | Q3 2026 | Oct 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 80 | 2 | 0.0% | 0.0% | 169 | +30 | 60.0% | Q3 2026 | Oct 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 95 | 2 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 77 | 2 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 78 | 2 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 50 | 1 | 0.0% | — | 180 | +50 | New | Q3 2026 | Oct 16, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 37 | 1 | 0.0% | — | 179 | +37 | New | Q3 2026 | Oct 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 40 | 1 | 0.0% | — | 176 | +22 | 122.22% | Q3 2026 | Oct 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 33 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 46 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bare Financial Services, Inc | History | No change | 39 | 1 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Hofer & Associates. Inc | History | Closed out | 0 | 0 | — | 0.13% | — | -8,344 | -100.0% | Q3 2026 | Oct 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,872 | -100.0% | Q3 2026 | Nov 02, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q3 2026 | Oct 02, 2026 |
| Clark Wealth Partners | History | New | 28 | 0 | — | — | — | +28 | New | Q3 2026 | Oct 16, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Ascentis Wealth Management, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Nov 03, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 13 | 0 | — | — | — | +13 | New | Q3 2026 | Oct 23, 2026 |
| UMB Private Wealth Management, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q3 2026 | Oct 19, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 24 | 0 | — | — | — | +9 | 60.0% | Q3 2026 | Oct 22, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Nov 04, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 23, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 07, 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% | Q3 2026 | Oct 05, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Davis Capital Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Bell Investment Advisors, Inc | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Evolution Advisers, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quarry LP | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Investors Portfolio Services LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |