Morningstar, Inc. - MORN
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BAMCO INC /NY/ | History | Added to | 3,499,146 | 545,936 | 0.82% | 0.39% | 1 | +2,739,631 | 360.71% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Reduced | 2,081,736 | 324,792 | 0.0% | 0.01% | 2 | -256,482 | -10.97% | Q2 2026 | Aug 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 1,493,037 | 232,943 | 0.04% | 0.05% | 3 | -169,368 | -10.19% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 1,484,135 | 231,555 | 0.01% | 0.02% | 4 | -246,414 | -14.24% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,304,388 | 203,510 | 0.07% | 0.05% | 5 | +680,759 | 109.16% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 950,075 | 148,230 | 0.01% | 0.01% | 6 | -101,745 | -9.67% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 894,406 | 139,545 | 0.0% | 0.0% | 7 | -95,061 | -9.61% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Reduced | 716,473 | 111,784 | 0.0% | 0.0% | 8 | -19,101 | -2.6% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 578,315 | 90,244 | 0.0% | 0.01% | 9 | -20,907 | -3.49% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 561,857 | 87,661 | 0.02% | 0.02% | 10 | +44,088 | 8.51% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 557,955 | 87,052 | 0.32% | 0.43% | 11 | -87,429 | -13.55% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 484,249 | 75,552 | 0.05% | 0.12% | 12 | -375,210 | -43.66% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 433,301 | 67,603 | 0.01% | 0.01% | 13 | +99,440 | 29.78% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 420,742 | 65,644 | 0.03% | 0.04% | 14 | +25,811 | 6.54% | Q2 2026 | Aug 13, 2026 |
| KENSICO CAPITAL MANAGEMENT CORP | History | Added to | 284,100 | 44,325 | 0.76% | 0.47% | 15 | +149,100 | 110.44% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 259,287 | 40,453 | 0.0% | 0.01% | 16 | -25,843 | -9.06% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 244,324 | 37,936 | 0.01% | 0.01% | 17 | -10,415 | -4.09% | Q2 2026 | Aug 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 238,770 | 37,252 | 0.05% | 0.12% | 18 | -210,100 | -46.81% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 236,316 | 36,977 | 0.0% | 0.0% | 19 | -193,740 | -45.05% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 232,481 | 36,271 | 0.01% | 0.01% | 20 | +57,475 | 32.84% | Q2 2026 | Aug 06, 2026 |
| Copeland Capital Management, LLC | History | Added to | 229,546 | 35,813 | 0.74% | 0.51% | 21 | +94,331 | 69.76% | Q2 2026 | Aug 04, 2026 |
| UBS Group AG | History | Added to | 209,075 | 32,619 | 0.0% | 0.0% | 22 | +139,133 | 198.93% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 206,136 | 32,161 | 0.0% | 0.01% | 23 | -7,687 | -3.6% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 203,220 | 31,706 | 0.04% | 0.05% | 24 | +16,274 | 8.71% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 192,610 | 30,051 | 0.0% | 0.0% | 25 | +9,035 | 4.92% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 191,181 | 29,828 | 0.03% | 0.04% | 26 | +5,133 | 2.76% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 180,968 | 28,234 | 0.0% | 0.0% | 27 | +74,263 | 69.6% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 179,184 | 27,956 | 0.0% | 0.0% | 28 | -31,218 | -14.84% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 169,919 | 26,510 | 0.0% | 0.0% | 29 | -6,023 | -3.42% | Q2 2026 | Aug 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 166,257 | 25,939 | 0.41% | 0.47% | 30 | -11,311 | -6.37% | Q2 2026 | Jul 01, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 162,620 | 25,371 | 0.01% | 0.02% | 31 | -160,386 | -49.65% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 162,073 | 25,286 | 0.11% | 0.12% | 32 | -15,799 | -8.88% | Q2 2026 | Aug 14, 2026 |
| BROOKFIELD Corp /ON/ | History | New | 156,792 | 24,462 | 0.03% | — | 33 | +156,792 | New | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | New | 155,686 | 24,290 | 0.0% | — | 34 | +155,686 | New | Q2 2026 | Aug 12, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 147,892 | 22,921 | 0.02% | 0.01% | 35 | +74,723 | 102.12% | Q2 2026 | Aug 05, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 144,996 | 22,622 | 0.18% | 0.29% | 36 | -29,279 | -16.8% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 142,299 | 22,201 | 0.05% | 0.09% | 37 | -27,331 | -16.11% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Reduced | 136,878 | 21,355 | 0.0% | 0.01% | 38 | -5,967 | -4.18% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 136,872 | 21,354 | 0.0% | 0.01% | 39 | -19,839 | -12.66% | Q2 2026 | Aug 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 124,542 | 19,431 | 0.06% | 0.08% | 40 | -38,937 | -23.82% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 118,347 | 18,464 | 0.0% | 0.0% | 41 | +11,560 | 10.83% | Q2 2026 | Sep 23, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | Added to | 114,947 | 17,934 | 0.8% | 0.98% | 42 | +6,607 | 6.1% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 112,779 | 17,595 | 0.02% | 0.03% | 43 | -76,523 | -40.42% | Q2 2026 | Aug 14, 2026 |
| Crawford Fund Management, LLC | History | Added to | 109,500 | 17,084 | 2.62% | 2.9% | 44 | +20,300 | 22.76% | Q2 2026 | Aug 14, 2026 |
| DF DENT & CO INC | History | Added to | 106,374 | 16,596 | 0.31% | 0.33% | 45 | +4,003 | 3.91% | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 89,885 | 15,198 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Jupiter Topco LLC | History | New | 91,390 | 14,263 | 0.01% | — | 47 | +91,390 | New | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 76,156 | 11,881 | 0.01% | 0.01% | 48 | -917 | -1.19% | Q2 2026 | Aug 04, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 76,095 | 11,872 | 0.02% | 0.01% | 49 | +36,095 | 90.24% | Q2 2026 | Aug 14, 2026 |
| Candriam S.C.A. | History | New | 74,445 | 11,603 | 0.05% | — | 50 | +74,445 | New | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 74,023 | 11,549 | 0.01% | 0.0% | 51 | +46,919 | 173.11% | Q2 2026 | Sep 02, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 69,077 | 10,777 | 0.05% | 0.05% | 52 | +1,872 | 2.79% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 67,188 | 10,482 | 0.01% | 0.01% | 53 | +4,087 | 6.48% | Q2 2026 | Aug 12, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 64,876 | 10,121 | 0.01% | 0.01% | 54 | +15,895 | 32.45% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 64,003 | 9,985 | 0.0% | 0.0% | 55 | +6,942 | 12.17% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 61,984 | 9,670 | 0.0% | 0.0% | 56 | -7,242 | -10.46% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 61,498 | 9,594 | 0.01% | 0.01% | 57 | -4,000 | -6.11% | Q2 2026 | Aug 12, 2026 |
| Chicago Capital, LLC | History | Reduced | 60,972 | 9,512 | 0.23% | 0.34% | 58 | -13,190 | -17.79% | Q2 2026 | Jul 27, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | Reduced | 57,602 | 9,506 | 1.03% | 1.18% | 59 | -118 | -0.2% | Q2 2026 | Jul 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 55,898 | 8,721 | 0.01% | 0.01% | 60 | -6,795 | -10.84% | Q2 2026 | Aug 11, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 54,859 | 8,559 | 0.01% | 0.03% | 61 | -36,431 | -39.91% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 53,907 | 8,410 | 0.04% | 0.02% | 62 | +24,772 | 85.02% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 51,806 | 8,082 | 0.0% | 0.0% | 63 | +15,956 | 44.51% | Q2 2026 | Sep 02, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 50,700 | 7,910 | 0.0% | 0.01% | 64 | -1,400 | -2.69% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Reduced | 49,783 | 7,766 | 0.0% | 0.0% | 65 | -10,993 | -18.09% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | Added to | 49,671 | 7,749 | 0.01% | 0.0% | 66 | +33,147 | 200.6% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 48,845 | 7,621 | 0.0% | 0.01% | 67 | +1,908 | 4.07% | Q2 2026 | Aug 07, 2026 |
| Squarepoint Ops LLC | History | New | 47,742 | 7,448 | 0.01% | — | 68 | +47,742 | New | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 41,088 | 6,945 | 0.0% | 0.0% | 69 | +10,122 | 32.69% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 44,475 | 6,939 | 0.0% | 0.0% | 70 | +18,744 | 72.85% | Q2 2026 | Aug 11, 2026 |
| Swiss National Bank | History | Reduced | 40,600 | 6,334 | 0.0% | 0.0% | 71 | -8,200 | -16.8% | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | Added to | 39,989 | 6,239 | 0.08% | 0.03% | 72 | +25,817 | 182.17% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 35,197 | 5,491 | 0.07% | 0.12% | 73 | -13,760 | -28.11% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 34,701 | 5,414 | 0.0% | 0.0% | 74 | +300 | 0.87% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 33,811 | 5,275 | 0.0% | 0.0% | 75 | -2,831 | -7.73% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 33,499 | 5,226 | 0.05% | 0.06% | 76 | -1,207 | -3.48% | Q2 2026 | Jul 24, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 32,754 | 5,110 | 0.01% | 0.04% | 77 | -138,155 | -80.84% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Added to | 32,638 | 5,092 | 0.07% | 0.06% | 78 | +11,286 | 52.86% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | Added to | 31,566 | 4,924 | 0.04% | 0.0% | 79 | +29,642 | 1540.64% | Q2 2026 | Aug 06, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 31,222 | 4,871 | 0.0% | 0.0% | 80 | -2,159 | -6.47% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Reduced | 27,422 | 4,278 | 0.0% | 0.0% | 81 | -5,274 | -16.13% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 26,602 | 4,150 | 0.0% | 0.0% | 82 | -1,348 | -4.82% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 26,415 | 4,121 | 0.08% | 0.03% | 83 | +16,832 | 175.64% | Q2 2026 | Jul 13, 2026 |
| NICHOLAS COMPANY, INC. | History | No change | 26,185 | 4,085 | 0.07% | 0.09% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 24,236 | 3,781 | 0.07% | 0.1% | 85 | -741 | -2.97% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 24,099 | 3,759 | 0.0% | 0.0% | 86 | +16,653 | 223.65% | Q2 2026 | Aug 19, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 23,699 | 3,697 | 0.04% | 0.03% | 87 | +6,826 | 40.46% | Q2 2026 | Jul 20, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 23,623 | 3,687 | 0.0% | 0.0% | 88 | +394 | 1.7% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 22,952 | 3,580 | 0.0% | 0.01% | 89 | -6,471 | -21.99% | Q2 2026 | Aug 24, 2026 |
| Vident Advisory, LLC | History | Added to | 22,877 | 3,569 | 0.03% | 0.03% | 90 | +1,187 | 5.47% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | Added to | 22,838 | 3,563 | 0.0% | 0.0% | 91 | +8,150 | 55.49% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | Reduced | 22,812 | 3,559 | 0.01% | 0.02% | 92 | -5,334 | -18.95% | Q2 2026 | Jul 28, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 22,310 | 3,480 | 0.01% | 0.01% | 93 | -370 | -1.63% | Q2 2026 | Aug 10, 2026 |
| MARSHALL WACE, LLP | History | Added to | 21,114 | 3,294 | 0.0% | 0.0% | 94 | +10,531 | 99.51% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 19,503 | 3,042 | 0.0% | 0.0% | 95 | -888 | -4.35% | Q2 2026 | Aug 14, 2026 |
| MidFirst Bank | History | Reduced | 18,560 | 2,895 | 0.21% | 0.26% | 96 | -242 | -1.29% | Q2 2026 | Aug 07, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 18,361 | 2,864 | 0.11% | 0.02% | 97 | +15,875 | 638.58% | Q2 2026 | Jul 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 18,309 | 2,856 | 0.0% | 0.0% | 98 | +3,572 | 24.24% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,661 | 2,843 | 0.0% | 0.0% | 99 | +11,053 | 145.28% | Q2 2026 | Jul 15, 2026 |
| Numerai GP LLC | History | Added to | 18,066 | 2,818 | 0.23% | 0.22% | 100 | +4,999 | 38.26% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 17,641 | 2,752 | 0.0% | 0.0% | 101 | +5,632 | 46.9% | Q2 2026 | Aug 03, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 17,082 | 2,662 | 0.0% | 0.0% | 102 | +14,333 | 521.39% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 16,740 | 2,611 | 0.0% | 0.01% | 103 | -375 | -2.19% | Q2 2026 | Aug 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 16,454 | 2,567 | 0.04% | — | 104 | +16,454 | New | Q2 2026 | Jul 28, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Reduced | 16,054 | 2,504 | 0.0% | 0.0% | 105 | -1,943 | -10.8% | Q2 2026 | Aug 13, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Reduced | 15,895 | 2,479 | 0.01% | 0.02% | 106 | -19,857 | -55.54% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Reduced | 15,867 | 2,475 | 0.0% | 0.03% | 107 | -119,004 | -88.24% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 15,846 | 2,472 | 0.0% | 0.0% | 108 | -322 | -1.99% | Q2 2026 | Sep 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 15,258 | 2,380 | 0.0% | 0.0% | 109 | -26,921 | -63.83% | Q2 2026 | Aug 13, 2026 |
| Berkeley, Inc | History | Reduced | 15,202 | 2,371 | 0.74% | 0.88% | 110 | -364 | -2.34% | Q2 2026 | Jul 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 15,098 | 2,355 | 0.0% | 0.01% | 111 | -30,530 | -66.91% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 15,090 | 2,354 | 0.0% | 0.0% | 112 | +3,250 | 27.45% | Q2 2026 | Aug 14, 2026 |
| Cardinal Capital Management | History | Added to | 15,051 | 2,348 | 0.28% | 0.3% | 113 | +1,274 | 9.25% | Q2 2026 | Jul 21, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 14,919 | 2,327 | 0.01% | 0.03% | 114 | -6,887 | -31.58% | Q2 2026 | Aug 14, 2026 |
| Fluent Financial, LLC | History | Added to | 14,362 | 2,240 | 0.8% | 0.37% | 115 | +8,618 | 150.03% | Q2 2026 | Jul 09, 2026 |
| Redwood Investment Management, LLC | History | New | 13,997 | 2,184 | 0.22% | — | 116 | +13,997 | New | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 12,593 | 2,128 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | New | 13,634 | 2,127 | 0.0% | — | 118 | +13,634 | New | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | Added to | 13,602 | 2,122 | 0.08% | 0.0% | 119 | +13,234 | 3596.2% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 13,567 | 2,117 | 0.0% | 0.0% | 120 | -8,904 | -39.62% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 13,457 | 2,099 | 0.02% | 0.03% | 121 | -478 | -3.43% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 12,816 | 1,999 | 0.0% | 0.0% | 122 | +3,878 | 43.39% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | Reduced | 12,407 | 1,935 | 0.0% | 0.0% | 123 | -3,240 | -20.71% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 11,955 | 1,865 | 0.0% | 0.0% | 124 | +1,600 | 15.45% | Q2 2026 | Jul 29, 2026 |
| PEAK6 LLC | History | New | 11,814 | 1,843 | 0.0% | — | 125 | +11,814 | New | Q2 2026 | Aug 12, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 11,779 | 1,837 | 0.16% | 0.02% | 126 | +10,338 | 717.42% | Q2 2026 | Jul 29, 2026 |
| Henshaw Capital LLC | History | Added to | 11,672 | 1,821 | 0.06% | 0.07% | 127 | +34 | 0.29% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,372 | 1,774 | 0.0% | 0.0% | 128 | +3,204 | 39.23% | Q2 2026 | Aug 13, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 11,232 | 1,752 | 0.09% | 0.54% | 129 | -44,382 | -79.8% | Q2 2026 | Aug 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 10,827 | 1,689 | 0.0% | 0.0% | 130 | +6,393 | 144.18% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | Reduced | 10,796 | 1,684 | 0.0% | 0.0% | 131 | -8,334 | -43.57% | Q2 2026 | Aug 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 10,735 | 1,674 | 0.0% | 0.0% | 132 | +192 | 1.82% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 10,625 | 1,657 | 0.01% | 0.01% | 133 | -1,297 | -10.88% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 10,301 | 1,607 | 0.0% | 0.0% | 134 | -47,062 | -82.04% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 9,943 | 1,551 | 0.02% | 0.02% | 135 | +309 | 3.21% | Q2 2026 | Aug 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 9,900 | 1,545 | 0.01% | 0.01% | 136 | -815 | -7.61% | Q2 2026 | Jul 23, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 9,854 | 1,537 | 0.0% | 0.01% | 137 | -177 | -1.76% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 9,535 | 1,487 | 0.01% | 0.01% | 138 | +5,204 | 120.16% | Q2 2026 | Aug 14, 2026 |
| Aurora Investment Counsel | History | Reduced | 9,515 | 1,484 | 0.76% | 0.89% | 139 | -10 | -0.1% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 9,548 | 1,476 | 0.0% | 0.0% | 140 | -3,753 | -28.22% | Q2 2026 | Aug 14, 2026 |
| Brooklyn Investment Group | History | No change | 8,732 | 1,476 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 8,680 | 1,467 | 0.08% | 0.08% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 9,400 | 1,466 | 0.01% | 0.01% | 143 | +3,000 | 46.88% | Q2 2026 | Aug 25, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 9,373 | 1,462 | 0.06% | 0.07% | 144 | -378 | -3.88% | Q2 2026 | Aug 06, 2026 |
| Savant Capital, LLC | History | New | 7,400 | 1,439 | 0.0% | — | 145 | +7,400 | New | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | Added to | 8,810 | 1,374 | 0.01% | 0.0% | 146 | +8,346 | 1798.71% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 8,718 | 1,360 | 0.0% | 0.01% | 147 | -13,895 | -61.45% | Q2 2026 | Aug 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 8,686 | 1,355 | 0.11% | 0.08% | 148 | +3,593 | 70.55% | Q2 2026 | Jul 16, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 8,660 | 1,351 | 0.01% | 0.01% | 149 | -242 | -2.72% | Q2 2026 | Jul 23, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 8,600 | 1,341 | 0.0% | 0.0% | 150 | +7,000 | 437.5% | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 8,294 | 1,294 | 0.0% | 0.0% | 151 | -850 | -9.3% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 8,245 | 1,286 | 0.0% | 0.0% | 152 | -939 | -10.22% | Q2 2026 | Aug 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 8,163 | 1,273 | 0.01% | 0.02% | 153 | -636 | -7.23% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,933 | 1,237 | 0.0% | 0.0% | 154 | -1,145 | -12.61% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 7,900 | 1,232 | 0.0% | 0.0% | 155 | -1,908 | -19.45% | Q2 2026 | Aug 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 7,818 | 1,219 | 0.03% | 0.04% | 156 | -257 | -3.18% | Q2 2026 | Aug 10, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 7,810 | 1,218 | 0.03% | 0.03% | 157 | +1,000 | 14.68% | Q2 2026 | Aug 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,770 | 1,212 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Redmond Asset Management, LLC | History | Reduced | 7,681 | 1,198 | 0.3% | 0.36% | 159 | -24 | -0.31% | Q2 2026 | Aug 14, 2026 |
| Zurich Insurance Group Ltd/FI | History | New | 7,500 | 1,170 | 0.01% | — | 161 | +7,500 | New | Q2 2026 | Aug 14, 2026 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | History | No change | 7,500 | 1,170 | 0.23% | 0.25% | 160 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 6,736 | 1,138 | 0.04% | 0.04% | 162 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 7,275 | 1,134 | 0.0% | 0.01% | 163 | -1,791 | -19.76% | Q2 2026 | Aug 13, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 7,136 | 1,113 | 0.47% | 0.55% | 164 | -300 | -4.03% | Q2 2026 | Aug 05, 2026 |
| Empire Life Investments Inc. | History | Added to | 7,122 | 1,111 | 0.06% | 0.07% | 165 | +25 | 0.35% | Q2 2026 | Jul 24, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 7,031 | 1,096 | 0.0% | 0.0% | 166 | -1,910 | -21.36% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 6,970 | 1,087 | 0.0% | 0.0% | 167 | +2,232 | 47.11% | Q2 2026 | Jul 23, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 6,878 | 1,073 | 0.07% | — | 168 | +6,878 | New | Q2 2026 | Aug 05, 2026 |
| Hunter Perkins Capital Management, LLC | History | Added to | 6,705 | 1,046 | 0.23% | 0.24% | 169 | +608 | 9.97% | Q2 2026 | Jul 16, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 6,393 | 1,035 | 0.0% | 0.01% | 170 | -21,035 | -76.69% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 6,624 | 1,033 | 0.0% | 0.01% | 171 | -7,271 | -52.33% | Q2 2026 | Aug 04, 2026 |
| denkapparat Operations GmbH | History | Added to | 6,596 | 1,029 | 0.34% | 0.32% | 172 | +2,022 | 44.21% | Q2 2026 | Aug 06, 2026 |
| Jump Financial, LLC | History | Reduced | 6,520 | 1,017 | 0.01% | 0.02% | 173 | -4,387 | -40.22% | Q2 2026 | Aug 13, 2026 |
| Twin Tree Management, LP | History | New | 6,513 | 1,016 | 0.02% | — | 174 | +6,513 | New | Q2 2026 | Aug 12, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 6,500 | 1,014 | 0.02% | 0.02% | 175 | -200 | -2.99% | Q2 2026 | Jul 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,481 | 1,011 | 0.0% | 0.0% | 176 | -653 | -9.15% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,407 | 999 | 0.0% | 0.0% | 177 | -278 | -4.16% | Q2 2026 | Aug 12, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,372 | 994 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 6,085 | 949 | 0.0% | — | 180 | +6,085 | New | Q2 2026 | Aug 06, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 6,087 | 949 | 0.01% | 0.01% | 179 | -650 | -9.65% | Q2 2026 | Jul 16, 2026 |
| Cetera Investment Advisers | History | Added to | 6,082 | 948 | 0.0% | 0.0% | 181 | +1,037 | 20.56% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 6,031 | 941 | 0.02% | 0.03% | 182 | +156 | 2.66% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 5,905 | 921 | 0.0% | 0.0% | 183 | -1,028 | -14.83% | Q2 2026 | Aug 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 5,785 | 902 | 0.0% | 0.0% | 184 | -626 | -9.76% | Q2 2026 | Aug 17, 2026 |
| Tidal Investments LLC | History | Added to | 5,653 | 881 | 0.0% | 0.0% | 185 | +475 | 9.17% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 5,594 | 872 | 0.0% | 0.0% | 186 | -30,154 | -84.35% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Reduced | 5,580 | 870 | 0.0% | 0.01% | 187 | -1,199 | -17.69% | Q2 2026 | Aug 07, 2026 |
| Callan Family Office, LLC | History | Added to | 5,421 | 845 | 0.02% | 0.02% | 188 | +1,152 | 26.99% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 5,280 | 823 | 0.0% | 0.0% | 189 | -472 | -8.21% | Q2 2026 | Jul 17, 2026 |
| BRIGHTON JONES LLC | History | Added to | 5,249 | 818 | 0.02% | 0.01% | 190 | +3,456 | 192.75% | Q2 2026 | Aug 11, 2026 |
| Sepio Capital, LP | History | Reduced | 5,235 | 816 | 0.04% | 0.05% | 191 | -11 | -0.21% | Q2 2026 | Jul 28, 2026 |
| Vanguard Investments Australia, Ltd. | History | Reduced | 5,212 | 813 | 0.0% | 0.0% | 192 | -1,176 | -18.41% | Q2 2026 | Aug 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 5,200 | 811 | 0.0% | 0.0% | 193 | -300 | -5.45% | Q2 2026 | Jul 30, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 5,200 | 811 | 0.02% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quinn Opportunity Partners LLC | History | New | 5,000 | 780 | 0.04% | — | 195 | +5,000 | New | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 4,961 | 774 | 0.01% | 0.01% | 196 | -182 | -3.54% | Q2 2026 | Aug 12, 2026 |
| Bradyco, Inc. | History | No change | 4,864 | 758 | 0.87% | 0.64% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | Added to | 4,803 | 749 | 0.0% | 0.0% | 198 | +1,253 | 35.3% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 4,633 | 722 | 0.03% | 0.0% | 199 | +4,356 | 1572.56% | Q2 2026 | Aug 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 4,600 | 717 | 0.0% | 0.0% | 200 | -1,000 | -17.86% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,590 | 716 | 0.0% | 0.0% | 201 | +1,852 | 67.64% | Q2 2026 | Jul 20, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 4,586 | 715 | 0.01% | 0.01% | 202 | -100 | -2.13% | Q2 2026 | Jul 28, 2026 |
| Advisors Preferred, LLC | History | New | 4,259 | 706 | 0.11% | — | 203 | +4,259 | New | Q2 2026 | Aug 11, 2026 |
| AlphaGrep UK Ltd | History | Added to | 4,414 | 688 | 0.2% | 0.12% | 204 | +1,871 | 73.57% | Q2 2026 | Aug 14, 2026 |
| OP Asset Management Ltd | History | Reduced | 4,386 | 684 | 0.01% | 0.03% | 205 | -7,761 | -63.89% | Q2 2026 | Jul 28, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 4,278 | 667 | 0.05% | 0.06% | 206 | -21 | -0.49% | Q2 2026 | Aug 07, 2026 |
| Bridgewater Associates, LP | History | New | 4,249 | 662 | 0.0% | — | 207 | +4,249 | New | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | New | 4,201 | 655 | 0.01% | — | 210 | +4,201 | New | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,198 | 655 | 0.0% | 0.01% | 208 | +315 | 8.11% | Q2 2026 | Jul 20, 2026 |
| Martin Capital Advisors, LLP | History | No change | 4,202 | 655 | 0.34% | 0.45% | 209 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 4,076 | 635 | 0.0% | 0.0% | 211 | +1,533 | 60.28% | Q2 2026 | Sep 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 4,059 | 633 | 0.02% | 0.02% | 212 | -170 | -4.02% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 3,915 | 610 | 0.01% | 0.01% | 213 | -3,110 | -44.27% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | Added to | 3,755 | 585 | 0.0% | 0.0% | 214 | +784 | 26.39% | Q2 2026 | Aug 14, 2026 |
| RV Capital AG | History | No change | 3,700 | 577 | 0.15% | 0.17% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 3,676 | 573 | 0.0% | 0.0% | 216 | +520 | 16.48% | Q2 2026 | Aug 17, 2026 |
| Vinva Investment Management Ltd | History | New | 2,451 | 555 | 0.0% | — | 217 | +2,451 | New | Q2 2026 | Aug 14, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 3,551 | 554 | 0.05% | 0.05% | 218 | +950 | 36.52% | Q2 2026 | Aug 14, 2026 |
| CSS LLC/IL | History | Reduced | 3,520 | 549 | 0.02% | 0.04% | 219 | -1,990 | -36.12% | Q2 2026 | Aug 14, 2026 |
| Keeler Thomas Management LLC | History | Added to | 3,348 | 522 | 0.19% | 0.21% | 220 | +420 | 14.34% | Q2 2026 | Jul 29, 2026 |
| Sivia Capital Partners, LLC | History | New | 3,339 | 520 | 0.06% | — | 221 | +3,339 | New | Q2 2026 | Jul 23, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 3,326 | 518 | 0.0% | 0.0% | 222 | -793 | -19.25% | Q2 2026 | Jul 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,305 | 515 | 0.0% | 0.0% | 224 | -1,854 | -35.94% | Q2 2026 | Aug 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 3,305 | 515 | 0.0% | 0.0% | 223 | -140 | -4.06% | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 3,295 | 514 | 0.0% | 0.0% | 225 | +221 | 7.19% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 3,285 | 512 | 0.0% | 0.0% | 226 | -147 | -4.28% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | Reduced | 3,277 | 511 | 0.0% | 0.0% | 227 | -340 | -9.4% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 3,206 | 500 | 0.0% | — | 228 | +3,206 | New | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,162 | 493 | 0.0% | 0.0% | 229 | +1,099 | 53.27% | Q2 2026 | Aug 11, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 3,142 | 490 | 0.08% | 0.21% | 230 | -4,136 | -56.83% | Q2 2026 | Aug 04, 2026 |
| Larson Financial Group LLC | History | Added to | 3,050 | 475 | 0.01% | 0.0% | 231 | +2,682 | 728.8% | Q2 2026 | Aug 14, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 3,034 | 473 | 0.02% | 0.11% | 232 | -10,530 | -77.63% | Q2 2026 | Aug 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 3,000 | 468 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Added to | 2,974 | 464 | 0.0% | 0.0% | 234 | +2,209 | 288.76% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,768 | 463 | 0.01% | 0.01% | 235 | +319 | 13.03% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,907 | 453 | 0.0% | 0.0% | 236 | +1,416 | 94.97% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | Reduced | 2,876 | 448 | 0.0% | 0.02% | 237 | -40,632 | -93.39% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 2,800 | 437 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 2,788 | 434 | 0.0% | 0.0% | 239 | +1,348 | 93.61% | Q2 2026 | Aug 12, 2026 |
| Apeiron RIA LLC | History | New | 11,767 | 432 | 0.11% | — | 240 | +11,767 | New | Q2 2026 | Jul 16, 2026 |
| AdvisorShares Investments LLC | History | No change | 2,720 | 424 | 0.05% | 0.08% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 2,717 | 423 | 0.02% | 0.03% | 242 | -834 | -23.49% | Q2 2026 | Aug 13, 2026 |
| Intrua Financial, LLC | History | New | 2,700 | 421 | 0.04% | — | 243 | +2,700 | New | Q2 2026 | Jul 24, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 2,680 | 418 | 0.0% | 0.0% | 244 | -669 | -19.98% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Reduced | 2,653 | 413 | 0.0% | 0.01% | 245 | -1,569 | -37.16% | Q2 2026 | Aug 10, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 2,603 | 406 | 0.0% | 0.0% | 247 | -199 | -7.1% | Q2 2026 | Aug 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,604 | 406 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 2,582 | 402 | 0.01% | 0.01% | 248 | +655 | 33.99% | Q2 2026 | Jul 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,575 | 401 | 0.0% | 0.0% | 249 | +703 | 37.55% | Q2 2026 | Jul 17, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 2,566 | 400 | 0.0% | 0.0% | 250 | +47 | 1.87% | Q2 2026 | Jul 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,562 | 399 | 0.0% | 0.0% | 251 | +796 | 45.07% | Q2 2026 | Jul 29, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 2,554 | 398 | 0.0% | 0.0% | 252 | +219 | 9.38% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | Added to | 2,519 | 393 | 0.0% | 0.0% | 253 | +380 | 17.77% | Q2 2026 | Jul 28, 2026 |
| Bull Harbor Capital LLC | History | New | 2,506 | 390 | 0.08% | — | 254 | +2,506 | New | Q2 2026 | Aug 10, 2026 |
| iA Global Asset Management Inc. | History | New | 2,480 | 387 | 0.0% | — | 256 | +2,480 | New | Q2 2026 | Jul 29, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 2,482 | 387 | 0.0% | 0.0% | 255 | -298 | -10.72% | Q2 2026 | Aug 13, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 2,392 | 373 | 0.0% | 0.0% | 257 | -509 | -17.55% | Q2 2026 | Jul 31, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 2,370 | 369 | 0.02% | 0.03% | 258 | -135 | -5.39% | Q2 2026 | Jul 14, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 2,345 | 365 | 0.05% | 0.04% | 259 | +505 | 27.45% | Q2 2026 | Aug 07, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 2,337 | 363 | 0.0% | 0.0% | 260 | -7,812 | -76.97% | Q2 2026 | Aug 14, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 2,329 | 363 | 0.01% | 0.01% | 261 | +877 | 60.4% | Q2 2026 | Jul 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 2,307 | 360 | 0.0% | 0.01% | 262 | -1,913 | -45.33% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,299 | 358 | 0.01% | 0.0% | 263 | +1,310 | 132.46% | Q2 2026 | Aug 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,227 | 347 | 0.0% | 0.0% | 264 | +285 | 14.68% | Q2 2026 | Aug 13, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 2,138 | 333 | 0.04% | 0.05% | 265 | -59 | -2.69% | Q2 2026 | Aug 12, 2026 |
| Oak Thistle LLC | History | Reduced | 2,099 | 327 | 0.03% | 0.22% | 266 | -11,267 | -84.3% | Q2 2026 | Jul 20, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 2,102 | 327 | 0.02% | 0.03% | 267 | -1,221 | -36.74% | Q2 2026 | Jul 16, 2026 |
| Fieldview Capital Management, LLC | History | New | 2,090 | 326 | 0.09% | — | 268 | +2,090 | New | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 2,045 | 319 | 0.0% | 0.0% | 269 | -191 | -8.54% | Q2 2026 | Aug 05, 2026 |
| Krilogy Financial LLC | History | New | 2,013 | 314 | 0.01% | — | 270 | +2,013 | New | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,989 | 310 | 0.0% | 0.0% | 271 | -263 | -11.68% | Q2 2026 | Jul 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,966 | 306 | 0.0% | 0.0% | 272 | -354 | -15.26% | Q2 2026 | Aug 13, 2026 |
| Gibbs Wealth Management | History | No change | 1,753 | 296 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HUB Investment Partners, LLC | History | New | 1,870 | 291 | 0.01% | — | 274 | +1,870 | New | Q2 2026 | Jul 31, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 1,829 | 285 | 0.08% | 0.1% | 275 | +5 | 0.27% | Q2 2026 | Jul 31, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 1,627 | 280 | 0.01% | 0.01% | 276 | -105 | -6.06% | Q2 2026 | Jul 23, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 1,783 | 278 | 0.01% | 0.01% | 277 | -281 | -13.61% | Q2 2026 | Jul 31, 2026 |
| Amundi | History | Reduced | 1,767 | 275 | 0.0% | 0.0% | 278 | -8 | -0.45% | Q2 2026 | Aug 11, 2026 |
| Bridgefront Capital, LLC | History | New | 1,700 | 265 | 0.07% | — | 279 | +1,700 | New | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | New | 1,663 | 259 | 0.01% | — | 280 | +1,663 | New | Q2 2026 | Aug 07, 2026 |
| Caerus Investment Advisors, LLC | History | New | 1,658 | 258 | 0.09% | — | 281 | +1,658 | New | Q2 2026 | Aug 14, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 1,624 | 253 | 0.01% | 0.02% | 282 | -59 | -3.51% | Q2 2026 | Jul 29, 2026 |
| Machina Capital S.A.S. | History | New | 1,602 | 249 | 0.04% | — | 284 | +1,602 | New | Q2 2026 | Aug 10, 2026 |
| HM PAYSON & CO | History | Added to | 1,600 | 249 | 0.0% | 0.0% | 283 | +900 | 128.57% | Q2 2026 | Jul 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,586 | 247 | 0.0% | 0.0% | 286 | +329 | 26.17% | Q2 2026 | Jul 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,588 | 247 | 0.0% | 0.0% | 285 | +2 | 0.13% | Q2 2026 | Aug 04, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 1,550 | 241 | 0.01% | — | 287 | +1,550 | New | Q2 2026 | Aug 10, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 1,441 | 238 | 0.01% | — | 288 | +1,441 | New | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | Added to | 1,505 | 234 | 0.0% | 0.0% | 289 | +989 | 191.67% | Q2 2026 | Aug 11, 2026 |
| VestGen Advisors, LLC | History | New | 1,492 | 232 | 0.01% | — | 290 | +1,492 | New | Q2 2026 | Aug 11, 2026 |
| Crestwood Advisors Group, LLC | History | New | 1,481 | 231 | 0.0% | — | 291 | +1,481 | New | Q2 2026 | Aug 03, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 1,470 | 229 | 0.01% | — | 292 | +1,470 | New | Q2 2026 | Jul 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 1,465 | 228 | 0.0% | — | 293 | +1,465 | New | Q2 2026 | Jul 21, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 1,450 | 226 | 0.0% | — | 294 | +1,450 | New | Q2 2026 | Aug 07, 2026 |
| Claret Asset Management Corp | History | New | 1,448 | 226 | 0.02% | — | 295 | +1,448 | New | Q2 2026 | Jul 27, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 1,224 | 223 | 0.0% | 0.02% | 296 | -4,727 | -79.43% | Q2 2026 | Jul 29, 2026 |
| Diversify Advisory Services, LLC | History | New | 1,224 | 223 | 0.0% | — | 297 | +1,224 | New | Q2 2026 | Aug 07, 2026 |
| Essential Partners LLC | History | Added to | 1,331 | 207 | 0.1% | 0.04% | 299 | +704 | 112.28% | Q2 2026 | Aug 10, 2026 |
| DnB Asset Management AS | History | No change | 1,327 | 207 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 111 Capital | History | New | 1,295 | 202 | 0.03% | — | 300 | +1,295 | New | Q2 2026 | Aug 04, 2026 |
| Nykredit A/S | History | New | 1,206 | 188 | 0.0% | — | 301 | +1,206 | New | Q2 2026 | Sep 08, 2026 |
| State of Wyoming | History | Added to | 1,199 | 187 | 0.02% | 0.01% | 302 | +571 | 90.92% | Q2 2026 | Aug 06, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 1,190 | 185 | 0.11% | — | 303 | +1,190 | New | Q2 2026 | Jul 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,101 | 171 | 0.0% | 0.0% | 304 | -191 | -14.78% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,079 | 168 | 0.01% | 0.0% | 305 | +463 | 75.16% | Q2 2026 | Jul 24, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 1,075 | 167 | 0.0% | 0.0% | 306 | -3,972 | -78.7% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,065 | 166 | 0.0% | 0.0% | 307 | -1,329 | -55.51% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Reduced | 970 | 151 | 0.01% | 0.02% | 308 | -518 | -34.81% | Q2 2026 | Jul 02, 2026 |
| WESTPAC BANKING CORP | History | Reduced | 819 | 127 | 0.01% | 0.01% | 309 | -15 | -1.8% | Q2 2026 | Aug 12, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 780 | 121 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 739 | 115 | 0.0% | — | 311 | +739 | New | Q2 2026 | Aug 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 705 | 109 | 0.0% | 0.0% | 312 | +95 | 15.57% | Q2 2026 | Aug 11, 2026 |
| Horizon Investments, LLC | History | Added to | 707 | 109 | 0.0% | 0.0% | 313 | +93 | 15.15% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 692 | 107 | 0.0% | 0.0% | 314 | -315 | -31.28% | Q2 2026 | Aug 07, 2026 |
| KBC Group NV | History | No change | 659 | 103 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Basecamp Wealth Advisors LLC | History | Reduced | 616 | 96 | 0.02% | 0.02% | 316 | -3 | -0.48% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 587 | 91 | 0.0% | 0.0% | 317 | -741 | -55.8% | Q2 2026 | Jul 23, 2026 |
| Sterling Capital Management LLC | History | Added to | 555 | 86 | 0.0% | 0.0% | 318 | +221 | 66.17% | Q2 2026 | Jul 28, 2026 |
| Bayforest Capital Ltd | History | New | 499 | 77 | 0.07% | — | 319 | +499 | New | Q2 2026 | Aug 05, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 435 | 70 | 0.0% | 0.0% | 321 | -365 | -45.63% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 454 | 70 | 0.0% | 0.0% | 320 | +133 | 41.43% | Q2 2026 | Jul 17, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 448 | 69 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GAMMA Investing LLC | History | Reduced | 420 | 65 | 0.0% | 0.0% | 323 | -128 | -23.36% | Q2 2026 | Jul 07, 2026 |
| STRS OHIO | History | Reduced | 410 | 63 | 0.0% | 0.0% | 324 | -101 | -19.77% | Q2 2026 | Jul 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 390 | 60 | 0.0% | 0.0% | 325 | -378 | -49.22% | Q2 2026 | Aug 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 380 | 59 | 0.01% | 0.03% | 326 | +58 | 18.01% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 342 | 53 | 0.0% | 0.0% | 327 | -167 | -32.81% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | Reduced | 325 | 50 | 0.0% | 0.0% | 328 | -11 | -3.27% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | Added to | 315 | 49 | 0.0% | 0.0% | 329 | +98 | 45.16% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | New | 312 | 48 | 0.0% | — | 331 | +312 | New | Q2 2026 | Aug 06, 2026 |
| True Wealth Design, LLC | History | Added to | 312 | 48 | 0.01% | 0.0% | 330 | +215 | 221.65% | Q2 2026 | Jul 16, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 304 | 47 | 0.0% | 0.0% | 332 | +286 | 1588.89% | Q2 2026 | Aug 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 285 | 44 | 0.0% | 0.0% | 333 | +74 | 35.07% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 31 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Employees Retirement System of Texas | History | No change | 184 | 29 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 178 | 27 | 0.0% | 0.0% | 336 | -196 | -52.41% | Q2 2026 | Aug 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 170 | 26 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Grove Bank & Trust | History | New | 158 | 24 | 0.0% | — | 342 | +158 | New | Q2 2026 | Jul 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 155 | 24 | 0.0% | 0.0% | 338 | +130 | 520.0% | Q2 2026 | Jul 22, 2026 |
| Covestor Ltd | History | Reduced | 156 | 24 | 0.01% | 0.02% | 339 | -42 | -21.21% | Q2 2026 | Aug 07, 2026 |
| WPG Advisers, LLC | History | Reduced | 159 | 24 | 0.01% | 0.02% | 341 | -22 | -12.15% | Q2 2026 | Aug 05, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 155 | 24 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 141 | 21 | 0.0% | 0.0% | 343 | -61 | -30.2% | Q2 2026 | Jul 02, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 137 | 21 | 0.0% | 0.0% | 344 | -8 | -5.52% | Q2 2026 | Aug 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 128 | 19 | 0.01% | 0.01% | 345 | -23 | -15.23% | Q2 2026 | Jul 07, 2026 |
| Centerpoint Advisors, LLC | History | No change | 109 | 17 | 0.0% | 0.01% | 346 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allied Private Wealth LLC | History | New | 100 | 16 | 0.01% | — | 349 | +100 | New | Q2 2026 | Jul 09, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 107 | 16 | 0.0% | 0.0% | 348 | +92 | 613.33% | Q2 2026 | Aug 07, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 107 | 16 | 0.0% | 0.0% | 347 | +14 | 15.05% | Q2 2026 | Sep 04, 2026 |
| Blue Trust, Inc. | History | Reduced | 99 | 15 | 0.0% | 0.0% | 352 | -140 | -58.58% | Q2 2026 | Jul 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 102 | 15 | 0.0% | 0.0% | 350 | +49 | 92.45% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 94 | 15 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | Added to | 92 | 14 | 0.0% | 0.0% | 353 | +59 | 178.79% | Q2 2026 | Jul 30, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 89 | 13 | 0.0% | — | 356 | +88 | 8800.0% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 84 | 13 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hughes Financial Services, LLC | History | No change | 85 | 13 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 77 | 12 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 83 | 12 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | New | 73 | 11 | 0.0% | — | 360 | +73 | New | Q2 2026 | Jul 28, 2026 |
| CENTRAL TRUST Co | History | No change | 75 | 11 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortitude Family Office, LLC | History | Added to | 65 | 10 | 0.0% | — | 362 | +61 | 1525.0% | Q2 2026 | Jul 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 70 | 10 | 0.0% | 0.0% | 361 | -47 | -40.17% | Q2 2026 | Aug 07, 2026 |
| Quarry LP | History | Reduced | 62 | 9 | 0.0% | 0.02% | 366 | -533 | -89.58% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | Reduced | 62 | 9 | 0.0% | 0.0% | 364 | -333 | -84.3% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | Added to | 60 | 9 | 0.0% | 0.0% | 363 | +52 | 650.0% | Q2 2026 | Aug 06, 2026 |
| Quent Capital, LLC | History | Added to | 61 | 9 | 0.0% | 0.0% | 365 | +3 | 5.17% | Q2 2026 | Aug 07, 2026 |
| Activest Wealth Management | History | Added to | 52 | 8 | 0.0% | 0.0% | 368 | +46 | 766.67% | Q2 2026 | Jul 16, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 48 | 8 | 0.0% | 0.0% | 367 | +31 | 182.35% | Q2 2026 | Jul 29, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 57 | 8 | 0.0% | 0.0% | 369 | -8 | -12.31% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 53 | 8 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Buck Wealth Strategies, LLC | History | New | 45 | 7 | 0.0% | — | 372 | +45 | New | Q2 2026 | Jul 30, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 43 | 7 | 0.0% | 0.0% | 371 | -4 | -8.51% | Q2 2026 | Jul 16, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 41 | 6 | 0.0% | — | 373 | +41 | New | Q2 2026 | Aug 04, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 34 | 6 | 0.0% | — | 374 | +34 | New | Q2 2026 | Aug 12, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | New | 34 | 5 | 0.0% | — | 376 | +34 | New | Q2 2026 | Jul 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 33 | 5 | 0.0% | 0.0% | 375 | -5 | -13.16% | Q2 2026 | Jul 28, 2026 |
| CVA Family Office, LLC | History | Reduced | 28 | 4 | 0.0% | 0.0% | 379 | -229 | -89.11% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 30 | 4 | 0.0% | 0.0% | 377 | -20 | -40.0% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 31 | 4 | 0.0% | 0.0% | 378 | +8 | 34.78% | Q2 2026 | Aug 04, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 31 | 4 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 22 | 3 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| High Note Wealth, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 25 | 3 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Manchester Capital Management LLC | History | Reduced | 19 | 2 | 0.0% | 0.0% | 385 | -22 | -53.66% | Q2 2026 | Aug 13, 2026 |
| Fulcrum Asset Management LLP | History | New | 19 | 2 | 0.0% | — | 389 | +19 | New | Q2 2026 | Aug 18, 2026 |
| GROUP ONE TRADING LLC | History | New | 15 | 2 | 0.0% | — | 388 | +15 | New | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 19 | 2 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 8 | 1 | 0.0% | 0.0% | 391 | -20 | -71.43% | Q2 2026 | Jul 06, 2026 |
| Planning Strategies Inc. | History | New | 12 | 1 | 0.0% | — | 396 | +12 | New | Q2 2026 | Jul 27, 2026 |
| CoreCap Advisors, LLC | History | New | 10 | 1 | 0.0% | — | 395 | +10 | New | Q2 2026 | Jul 06, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | New | 8 | 1 | 0.0% | — | 394 | +8 | New | Q2 2026 | Jul 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 10 | 1 | 0.0% | 0.0% | 393 | -4 | -28.57% | Q2 2026 | Aug 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kilter Group LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Select Equity Group, L.P. | History | Closed out | 0 | 0 | — | 0.55% | — | -637,723 | -100.0% | Q2 2026 | Aug 14, 2026 |
| M&G Plc | History | Closed out | 0 | 0 | — | 0.13% | — | -149,783 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -139,894 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Incline Global Management LLC | History | Closed out | 0 | 0 | — | 5.87% | — | -88,354 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.01% | — | -84,286 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.09% | — | -77,405 | -100.0% | Q2 2026 | Jul 07, 2026 |
| River Road Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -42,084 | -100.0% | Q2 2026 | Jul 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -34,615 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.04% | — | -29,267 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.01% | — | -28,000 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -25,983 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,956 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -21,153 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,166 | -100.0% | Q2 2026 | Aug 03, 2026 |
| ING GROEP NV | History | Closed out | 0 | 0 | — | 0.02% | — | -16,613 | -100.0% | Q2 2026 | Aug 13, 2026 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,900 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,490 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.61% | — | -9,626 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,369 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -8,486 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Southeast Asset Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -7,792 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.13% | — | -7,350 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -6,600 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.05% | — | -5,232 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,621 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Epoch Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,547 | -100.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -3,576 | -100.0% | Q2 2026 | Aug 06, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,070 | -100.0% | Q2 2026 | Aug 10, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,973 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,811 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Capula Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -2,760 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,571 | -100.0% | Q2 2026 | Aug 14, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.24% | — | -2,551 | -100.0% | Q2 2026 | Aug 05, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,475 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,387 | -100.0% | Q2 2026 | Aug 13, 2026 |
| AMICA MUTUAL INSURANCE CO | History | Closed out | 0 | 0 | — | 0.03% | — | -2,331 | -100.0% | Q2 2026 | Aug 05, 2026 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,292 | -100.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,118 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,100 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,903 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,881 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Calamos Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,881 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,810 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Blackstone Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,766 | -100.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,765 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -1,697 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,680 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,624 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Closed out | 0 | 0 | — | 0.06% | — | -1,623 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,565 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,554 | -100.0% | Q2 2026 | Aug 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,519 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Dempze Nancy E | History | Closed out | 0 | 0 | — | 0.14% | — | -1,494 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SYON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,459 | -100.0% | Q2 2026 | Aug 14, 2026 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.12% | — | -1,399 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Frec Markets, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,389 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,385 | -100.0% | Q2 2026 | Jul 16, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,383 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Portside Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,368 | -100.0% | Q2 2026 | Jul 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,363 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,355 | -100.0% | Q2 2026 | Aug 03, 2026 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,327 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,317 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,313 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Maryland State Retirement & Pension System | History | Closed out | 0 | 0 | — | 0.0% | — | -1,247 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,233 | -100.0% | Q2 2026 | Jul 24, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,219 | -100.0% | Q2 2026 | Aug 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -880 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -410 | -100.0% | Q2 2026 | Aug 10, 2026 |
| V-Square Quantitative Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q2 2026 | Jul 27, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -118 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Owl Creek Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -95 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Avion Wealth | History | Reduced | 3 | 0 | — | 0.0% | — | -20 | -86.96% | Q2 2026 | Jul 31, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -15 | -83.33% | Q2 2026 | Jul 27, 2026 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Estabrook Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q2 2026 | Jul 09, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q2 2026 | Jul 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -7 | -70.0% | Q2 2026 | Jul 22, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -5 | -71.43% | Q2 2026 | Aug 26, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Jul 29, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 3 | 0 | — | 0.0% | — | -4 | -57.14% | Q2 2026 | Jul 30, 2026 |
| SHP Wealth Management | History | Added to | 6 | 0 | — | — | — | +4 | 200.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 04, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Jul 15, 2026 |
| American Capital Advisory, LLC | History | Reduced | 1 | 0 | — | — | — | -3 | -75.0% | Q2 2026 | Jul 28, 2026 |
| Creative Capital Management Investments LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 3 | 0 | — | — | — | +3 | New | Q2 2026 | Aug 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -2 | -33.33% | Q2 2026 | Jul 27, 2026 |
| Rossby Financial, LCC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q2 2026 | Aug 04, 2026 |
| JPL Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 23, 2026 |
| Optiver Holding B.V. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 12, 2026 |
| DecisionPoint Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 05, 2026 |
| LRI Investments, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 14, 2026 |
| Navigoe, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 31, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 13, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 27, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Quaker Wealth Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cromwell Holdings LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Breakwater Investment Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Burk Holdings LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Torren Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cornerstone Financial Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |