monday.com Ltd. - MNDY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital World Investors | History | No change | 3,166,848 | 229,248 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sonnipe Ltd | History | No change | 1,978,479 | 143,222 | 100.0% | 100.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,917,380 | 138,799 | 0.1% | 0.1% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,732,364 | 125,405 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,711,095 | 123,866 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,556,890 | 112,703 | 0.16% | 0.16% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rubicon Global Capital Ltd | History | No change | 1,442,900 | 104,451 | 38.28% | 38.28% | 7 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,290,172 | 93,395 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DISCIPLINED GROWTH INVESTORS INC /MN | History | No change | 1,263,335 | 91,452 | 1.55% | 1.55% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,039,255 | 75,231 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CADIAN CAPITAL MANAGEMENT, LP | History | No change | 944,029 | 68,338 | 5.17% | 5.17% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 702,616 | 50,862 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Point72 Asset Management, L.P. | History | No change | 671,278 | 48,593 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 622,349 | 45,051 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IBEX INVESTORS LLC | History | No change | 617,401 | 44,693 | 23.03% | 23.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 614,193 | 44,438 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 596,664 | 43,192 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | No change | 580,595 | 42,029 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 567,293 | 41,066 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jain Global LLC | History | No change | 555,000 | 40,176 | 0.16% | 0.16% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 543,924 | 40,032 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 510,627 | 36,790 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Neuberger Berman Group LLC | History | No change | 498,976 | 36,166 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 488,849 | 35,387 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| TREMBLANT CAPITAL GROUP | History | No change | 464,851 | 33,650 | 0.97% | 0.97% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optimus Prime Fund Management Co., Ltd. | History | No change | 434,100 | 31,424 | 2.33% | 2.33% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ardmore Road Asset Management LP | History | No change | 426,137 | 30,848 | 1.81% | 1.81% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Conifer Management, L.L.C. | History | No change | 400,000 | 28,956 | 4.77% | 4.77% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 361,843 | 26,193 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 337,336 | 24,419 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 332,853 | 24,095 | 0.11% | 0.11% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 332,044 | 24,036 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Grove Partners LP | History | No change | 325,252 | 23,544 | 0.15% | 0.15% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 315,931 | 22,870 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 293,680 | 21,259 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invenomic Capital Management LP | History | No change | 290,707 | 21,044 | 1.26% | 1.26% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 244,958 | 17,732 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 204,261 | 14,786 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 203,600 | 14,738 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA HOLDINGS INC | History | No change | 200,000 | 14,478 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 197,930 | 14,328 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 174,394 | 12,624 | 0.41% | 0.41% | 42 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 166,013 | 12,017 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 162,188 | 11,740 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 155,295 | 11,241 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 141,870 | 10,269 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TenCore Partners, LP | History | No change | 133,992 | 9,699 | 7.55% | 7.55% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 124,499 | 9,012 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 122,221 | 8,847 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 117,723 | 8,517 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Longaeva Partners L.P. | History | No change | 116,983 | 8,468 | 0.19% | 0.19% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 113,554 | 8,220 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 107,037 | 7,748 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 102,580 | 7,425 | 0.14% | 0.14% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 100,558 | 7,279 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SQUARE PEG CAPITAL PTY LTD | History | No change | 91,787 | 6,644 | 8.72% | 8.72% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 84,800 | 6,138 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 84,131 | 6,090 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 83,073 | 6,013 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sands Capital Alternatives, LLC | History | No change | 81,982 | 5,934 | 0.97% | 0.97% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Voleon Capital Management LP | History | No change | 79,031 | 5,721 | 0.1% | 0.1% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 77,691 | 5,624 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 70,426 | 5,098 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 70,079 | 5,073 | 0.1% | 0.1% | 64 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 69,135 | 5,004 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 69,000 | 4,994 | 0.23% | 0.23% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIC Capital Management UK LLP | History | No change | 66,000 | 4,777 | 1.21% | 1.21% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IMC-Chicago, LLC | History | No change | 51,871 | 3,754 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cinctive Capital Management LP | History | No change | 51,549 | 3,731 | 0.14% | 0.14% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 50,030 | 3,621 | 0.14% | 0.14% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 48,385 | 3,502 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | No change | 47,213 | 3,417 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 47,093 | 3,409 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 45,493 | 3,293 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 45,142 | 3,267 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Siren, L.L.C. | History | No change | 42,500 | 3,076 | 0.06% | 0.06% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sphera Management Technology Funds Ltd | History | No change | 42,250 | 3,058 | 1.07% | 1.07% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aware Super Pty Ltd as trustee of Aware Super | History | No change | 41,374 | 2,995 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 40,227 | 2,912 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 40,100 | 2,902 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 40,075 | 2,901 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 39,940 | 2,891 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 38,981 | 2,821 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 38,182 | 2,763 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 38,146 | 2,761 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OBERNDORF WILLIAM E | History | No change | 36,749 | 2,660 | 4.83% | 4.83% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 35,936 | 2,601 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 34,899 | 2,526 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARK Investment Management LLC | History | No change | 33,167 | 2,400 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 32,892 | 2,381 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Taylor Frigon Capital Management LLC | History | No change | 31,949 | 2,312 | 1.08% | 1.08% | 91 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Palidye Holdings (Caymans) Ltd | History | No change | 31,770 | 2,299 | 0.41% | 0.41% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| USS Investment Management Ltd | History | No change | 29,802 | 2,158 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIH Partners, LLLP | History | No change | 29,520 | 2,136 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 28,700 | 2,077 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | History | No change | 28,000 | 2,026 | 0.81% | 0.81% | 96 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SG Americas Securities, LLC | History | No change | 26,447 | 1,914 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tidal Investments LLC | History | No change | 24,448 | 1,769 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 23,689 | 1,714 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 23,642 | 1,711 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 23,622 | 1,709 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 21,872 | 1,578 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 21,173 | 1,532 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 21,067 | 1,525 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 20,452 | 1,481 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 20,253 | 1,466 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 19,574 | 1,416 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 19,437 | 1,407 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Havemeyer Place LP | History | No change | 18,760 | 1,358 | 0.13% | 0.13% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 18,219 | 1,318 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 18,101 | 1,310 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 17,677 | 1,279 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 17,454 | 1,263 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 17,196 | 1,244 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 17,498 | 1,203 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 16,132 | 1,167 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 15,968 | 1,155 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Motley Fool Asset Management LLC | History | No change | 15,933 | 1,153 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 15,885 | 1,149 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atom Investors LP | History | No change | 15,155 | 1,097 | 0.1% | 0.1% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palogic Value Management, L.P. | History | No change | 15,020 | 1,087 | 0.36% | 0.36% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Divisadero Street Capital Management, LP | History | No change | 13,832 | 1,001 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aurora Investment Counsel | History | No change | 13,825 | 1,000 | 0.51% | 0.51% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Marex Group Ltd | History | No change | 13,695 | 991 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 13,400 | 970 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 12,888 | 932 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 6,190 | 913 | 0.13% | 0.13% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 12,382 | 896 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Fieldview Capital Management, LLC | History | No change | 11,800 | 854 | 0.24% | 0.24% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Capital, LLC | History | No change | 11,681 | 845 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | No change | 11,664 | 844 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 11,403 | 825 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| S&CO INC | History | No change | 10,870 | 786 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 10,755 | 778 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 10,708 | 775 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 10,675 | 772 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | No change | 10,650 | 770 | 0.51% | 0.51% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 10,532 | 762 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pictet Asset Management Holding SA | History | No change | 10,530 | 762 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mariner, LLC | History | No change | 10,235 | 740 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,200 | 738 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 9,959 | 720 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 9,600 | 694 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIG BROKERAGE, LP | History | No change | 9,191 | 665 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 8,587 | 621 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 7,956 | 575 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 7,900 | 572 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Palumbo Wealth Management LLC | History | No change | 7,855 | 568 | 0.12% | 0.12% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,275 | 526 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 7,130 | 516 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | No change | 7,059 | 511 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 6,998 | 506 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 6,890 | 498 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 6,592 | 477 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| US BANCORP \DE\ | History | No change | 6,326 | 457 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,312 | 456 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 6,483 | 448 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Plato Investment Management Ltd | History | No change | 5,997 | 431 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spark Investment Management LLC | History | No change | 5,900 | 427 | 0.83% | 0.83% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Trail Advisors, LLC | History | No change | 5,877 | 425 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 5,671 | 410 | 0.11% | 0.11% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Entropy Technologies, LP | History | No change | 5,488 | 397 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 5,456 | 394 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5,311 | 384 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Virtu Financial LLC | History | No change | 5,120 | 371 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 4,937 | 357 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | No change | 4,500 | 325 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Composition Wealth, LLC | History | No change | 4,477 | 324 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,388 | 317 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,324 | 315 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 4,326 | 313 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,297 | 311 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 4,236 | 306 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 4,228 | 306 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INGALLS & SNYDER LLC | History | No change | 4,180 | 303 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 3,900 | 282 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,678 | 266 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,673 | 265 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 3,508 | 253 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PCM Encore, LLC | History | No change | 3,497 | 253 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,482 | 252 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Magnetar Financial LLC | History | No change | 3,473 | 251 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FULTON BANK, N.A. | History | No change | 3,339 | 241 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Prospera Financial Services Inc | History | No change | 3,222 | 233 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 3,217 | 232 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 3,200 | 231 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 3,158 | 228 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 3,136 | 227 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 3,118 | 225 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 3,026 | 219 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Korea Investment CORP | History | No change | 3,038 | 219 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,035 | 219 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evanson Financial, LLC | History | No change | 3,028 | 219 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 2,816 | 214 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,925 | 211 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abel Hall, LLC | History | No change | 2,891 | 209 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 2,883 | 208 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 2,854 | 206 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Centiva Capital, LP | History | No change | 2,821 | 204 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 2,500 | 180 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 2,114 | 153 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,572 | 113 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RHUMBLINE ADVISERS | History | No change | 1,403 | 101 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,307 | 94 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,258 | 91 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,241 | 89 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,183 | 85 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 1,017 | 73 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1,018 | 73 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parallel Advisors, LLC | History | No change | 934 | 67 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | No change | 935 | 67 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 924 | 66 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 907 | 65 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | No change | 900 | 65 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 627 | 45 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 563 | 40 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 500 | 36 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pacer Advisors, Inc. | History | No change | 451 | 33 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 450 | 32 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HM PAYSON & CO | History | No change | 455 | 32 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rakuten Securities, Inc. | History | No change | 411 | 29 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIL Ltd | History | No change | 377 | 27 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 311 | 22 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NFSG Corp | History | No change | 315 | 22 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 258 | 18 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 236 | 17 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Arax Advisory Partners | History | No change | 226 | 16 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 227 | 16 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 198 | 14 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cromwell Holdings LLC | History | No change | 157 | 11 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 146 | 10 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 150 | 10 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Versant Capital Management, Inc | History | No change | 136 | 10 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 128 | 9 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Persistent Asset Partners Ltd | History | No change | 128 | 9 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 118 | 8 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Founders Capital Management | History | No change | 100 | 7 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 110 | 7 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 109 | 7 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 81 | 5 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SFAM, LLC | History | No change | 79 | 5 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 55 | 4 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 50 | 3 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Altshuler Shaham Ltd | History | No change | 42 | 3 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| City State Bank | History | No change | 45 | 3 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 39 | 2 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quarry LP | History | No change | 33 | 2 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 20 | 1 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MATHER GROUP, LLC. | History | No change | 14 | 1 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 16 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TSFG, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CVA Family Office, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairscale Capital, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 22 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 9 | 0 | — | 0.0% | — | -31 | -77.5% | Q3 2026 | Oct 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST HORIZON CORP | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GW&K Investment Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bogart Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SHP Wealth Management | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Planning Group LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ascentis Independent Advisors | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bell Investment Advisors, Inc | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| GAMMA Investing LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitlin John, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WPG Advisers, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |