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 | No change | 3,499,146 | 545,936 | 0.82% | 0.82% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 2,081,736 | 324,792 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 1,493,037 | 232,943 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,484,135 | 231,555 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,304,388 | 203,510 | 0.07% | 0.07% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 950,075 | 148,230 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 894,406 | 139,545 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 630,628 | 119,824 | 0.02% | 0.02% | 8 | +68,771 | 12.24% | Q3 2026 | Nov 04, 2026 |
| STATE STREET CORP | History | No change | 716,473 | 111,784 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 578,315 | 90,244 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 557,955 | 87,052 | 0.32% | 0.32% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 484,249 | 75,552 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 433,301 | 67,603 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 420,742 | 65,644 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Copeland Capital Management, LLC | History | Added to | 333,586 | 63,394 | 1.46% | 0.74% | 15 | +104,040 | 45.32% | Q3 2026 | Oct 13, 2026 |
| KENSICO CAPITAL MANAGEMENT CORP | History | No change | 284,100 | 44,325 | 0.76% | 0.76% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 259,287 | 40,453 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 244,324 | 37,936 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 238,770 | 37,252 | 0.05% | 0.05% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 236,316 | 36,977 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 232,481 | 36,271 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 209,075 | 32,619 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 206,136 | 32,161 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 203,220 | 31,706 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 192,610 | 30,051 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 191,181 | 29,828 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 149,383 | 28,388 | 0.48% | 0.41% | 27 | -16,874 | -10.15% | Q3 2026 | Oct 01, 2026 |
| FMR LLC | History | No change | 180,968 | 28,234 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 179,184 | 27,956 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 169,919 | 26,510 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 162,620 | 25,371 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 162,073 | 25,286 | 0.11% | 0.11% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROOKFIELD Corp /ON/ | History | No change | 156,792 | 24,462 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 155,686 | 24,290 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 147,892 | 22,921 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 144,996 | 22,622 | 0.18% | 0.18% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 142,299 | 22,201 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 136,878 | 21,355 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 136,872 | 21,354 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 124,542 | 19,431 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 118,347 | 18,464 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | No change | 114,947 | 17,934 | 0.8% | 0.8% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 112,779 | 17,595 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crawford Fund Management, LLC | History | No change | 109,500 | 17,084 | 2.62% | 2.62% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DF DENT & CO INC | History | No change | 106,374 | 16,596 | 0.31% | 0.31% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 91,390 | 14,263 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 71,572 | 13,601 | 0.01% | 0.01% | 47 | -4,584 | -6.02% | Q3 2026 | Nov 02, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 76,095 | 11,872 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 74,023 | 11,549 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Chicago Capital, LLC | History | Reduced | 60,436 | 11,485 | 0.27% | 0.23% | 50 | -536 | -0.88% | Q3 2026 | Oct 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 69,077 | 10,777 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 67,188 | 10,482 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 64,876 | 10,121 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 64,003 | 9,985 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Candriam S.C.A. | History | Reduced | 51,944 | 9,907 | 0.04% | 0.05% | 55 | -22,501 | -30.22% | Q3 2026 | Nov 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 61,984 | 9,670 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 61,498 | 9,594 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 55,898 | 8,721 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 54,859 | 8,559 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 53,907 | 8,410 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 51,806 | 8,082 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 50,700 | 7,910 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 49,783 | 7,766 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 49,671 | 7,749 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 48,845 | 7,621 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Squarepoint Ops LLC | History | No change | 47,742 | 7,448 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 37,600 | 7,109 | 0.01% | — | 67 | +37,600 | New | Q3 2026 | Oct 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 41,088 | 6,945 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 44,475 | 6,939 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Reduced | 34,278 | 6,514 | 0.0% | 0.0% | 70 | -423 | -1.22% | Q3 2026 | Nov 02, 2026 |
| Swiss National Bank | History | No change | 40,600 | 6,334 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | No change | 39,989 | 6,239 | 0.08% | 0.08% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 35,197 | 5,491 | 0.07% | 0.07% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 33,811 | 5,275 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 33,499 | 5,226 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 27,275 | 5,215 | 0.01% | 0.0% | 76 | +20,882 | 326.64% | Q3 2026 | Nov 04, 2026 |
| Point72 Asset Management, L.P. | History | No change | 32,754 | 5,110 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 32,638 | 5,092 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NICHOLAS COMPANY, INC. | History | Added to | 26,215 | 4,981 | 0.09% | 0.07% | 79 | +30 | 0.11% | Q3 2026 | Nov 05, 2026 |
| Quadrature Capital Ltd | History | No change | 31,566 | 4,924 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 31,222 | 4,871 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 23,351 | 4,436 | 0.05% | 0.04% | 82 | -348 | -1.47% | Q3 2026 | Oct 15, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 22,849 | 4,342 | 0.16% | 0.11% | 83 | +4,488 | 24.44% | Q3 2026 | Oct 15, 2026 |
| Legal & General Group Plc | History | No change | 27,422 | 4,278 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 26,602 | 4,150 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 24,236 | 3,781 | 0.07% | 0.07% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 24,099 | 3,759 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Retirement Systems of Alabama | History | Reduced | 19,734 | 3,750 | 0.01% | 0.01% | 88 | -3,078 | -13.49% | Q3 2026 | Nov 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 23,623 | 3,687 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 22,952 | 3,580 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Vident Advisory, LLC | History | No change | 22,877 | 3,569 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 22,838 | 3,563 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,782 | 3,507 | 0.01% | 0.0% | 93 | +121 | 0.65% | Q3 2026 | Oct 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 22,310 | 3,480 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARSHALL WACE, LLP | History | No change | 21,114 | 3,294 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 19,503 | 3,042 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cardinal Capital Management | History | Added to | 15,939 | 3,029 | 0.35% | 0.28% | 97 | +888 | 5.9% | Q3 2026 | Oct 21, 2026 |
| MidFirst Bank | History | No change | 18,560 | 2,895 | 0.21% | 0.21% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 18,309 | 2,856 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | No change | 18,066 | 2,818 | 0.23% | 0.23% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 14,429 | 2,742 | 0.06% | 0.08% | 101 | -11,986 | -45.38% | Q3 2026 | Oct 16, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 17,082 | 2,662 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 16,740 | 2,611 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Berkeley, Inc | History | Reduced | 13,494 | 2,564 | 0.79% | 0.74% | 104 | -1,708 | -11.24% | Q3 2026 | Oct 20, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 16,054 | 2,504 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 13,031 | 2,490 | 0.01% | 0.0% | 106 | +12,596 | 2895.63% | Q3 2026 | Oct 16, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 15,895 | 2,479 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 15,867 | 2,475 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 15,846 | 2,472 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 15,258 | 2,380 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 15,098 | 2,355 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 15,090 | 2,354 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 14,919 | 2,327 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 11,600 | 2,204 | 0.01% | 0.01% | 114 | +2,200 | 23.4% | Q3 2026 | Oct 28, 2026 |
| Redwood Investment Management, LLC | History | No change | 13,997 | 2,184 | 0.22% | 0.22% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 13,634 | 2,127 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 13,602 | 2,122 | 0.08% | 0.08% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 13,567 | 2,117 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 11,121 | 2,113 | 0.0% | 0.0% | 119 | -6,520 | -36.96% | Q3 2026 | Nov 04, 2026 |
| Advisory Services Network, LLC | History | No change | 13,457 | 2,099 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 12,816 | 1,999 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 12,407 | 1,935 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,955 | 1,865 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PEAK6 LLC | History | No change | 11,814 | 1,843 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aviance Capital Partners, LLC | History | New | 9,427 | 1,791 | 0.18% | — | 125 | +9,427 | New | Q3 2026 | Oct 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,372 | 1,774 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 11,232 | 1,752 | 0.09% | 0.09% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 10,827 | 1,689 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | No change | 10,796 | 1,684 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 10,735 | 1,674 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 8,759 | 1,665 | 0.01% | 0.01% | 131 | -1,141 | -11.53% | Q3 2026 | Oct 23, 2026 |
| MetLife Investment Management, LLC | History | No change | 10,625 | 1,657 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 8,647 | 1,643 | 0.13% | 0.11% | 133 | -39 | -0.45% | Q3 2026 | Oct 19, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 8,573 | 1,629 | 0.06% | 0.06% | 134 | -800 | -8.54% | Q3 2026 | Oct 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 10,301 | 1,607 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 9,943 | 1,551 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 9,854 | 1,537 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 9,535 | 1,487 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aurora Investment Counsel | History | No change | 9,515 | 1,484 | 0.76% | 0.76% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 9,548 | 1,476 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 8,680 | 1,467 | 0.08% | 0.08% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 7,400 | 1,439 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | History | No change | 7,500 | 1,425 | 0.27% | 0.23% | 143 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Arax Advisory Partners | History | No change | 8,810 | 1,374 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 8,718 | 1,360 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,660 | 1,351 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 7,061 | 1,341 | 0.51% | 0.47% | 148 | -75 | -1.05% | Q3 2026 | Nov 02, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 8,600 | 1,341 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 6,976 | 1,325 | 0.01% | 0.01% | 149 | -1,187 | -14.54% | Q3 2026 | Oct 23, 2026 |
| Atria Investments, Inc | History | Added to | 6,942 | 1,319 | 0.01% | 0.0% | 150 | +4,423 | 175.59% | Q3 2026 | Oct 15, 2026 |
| Treasurer of the State of North Carolina | History | No change | 8,294 | 1,294 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 8,245 | 1,286 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Reduced | 6,685 | 1,270 | 0.11% | 0.16% | 153 | -5,094 | -43.25% | Q3 2026 | Nov 04, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 6,660 | 1,266 | 0.0% | 0.0% | 154 | -310 | -4.45% | Q3 2026 | Oct 22, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 6,624 | 1,258 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| HighTower Advisors, LLC | History | No change | 7,933 | 1,237 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 7,900 | 1,232 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 7,818 | 1,219 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 7,810 | 1,218 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,770 | 1,212 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 7,500 | 1,170 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,061 | 1,151 | 0.0% | 0.0% | 162 | -420 | -6.48% | Q3 2026 | Oct 30, 2026 |
| Pathstone Holdings, LLC | History | No change | 7,275 | 1,134 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 5,895 | 1,120 | 0.03% | 0.02% | 164 | -136 | -2.26% | Q3 2026 | Oct 22, 2026 |
| Empire Life Investments Inc. | History | No change | 7,122 | 1,111 | 0.06% | 0.06% | 165 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 7,031 | 1,096 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 5,700 | 1,083 | 0.02% | 0.02% | 167 | -800 | -12.31% | Q3 2026 | Oct 20, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 6,878 | 1,073 | 0.07% | 0.07% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arizona State Retirement System | History | Added to | 5,624 | 1,068 | 0.01% | 0.0% | 169 | +44 | 0.79% | Q3 2026 | Nov 03, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 6,705 | 1,046 | 0.23% | 0.23% | 170 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| denkapparat Operations GmbH | History | No change | 6,596 | 1,029 | 0.34% | 0.34% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jump Financial, LLC | History | No change | 6,520 | 1,017 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Twin Tree Management, LP | History | No change | 6,513 | 1,016 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 6,407 | 999 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,372 | 994 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sepio Capital, LP | History | Reduced | 5,227 | 993 | 0.04% | 0.04% | 176 | -8 | -0.15% | Q3 2026 | Oct 22, 2026 |
| Achmea Investment Management B.V. | History | New | 5,000 | 950 | 0.01% | — | 177 | +5,000 | New | Q3 2026 | Oct 30, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 6,085 | 949 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 6,082 | 948 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 4,934 | 937 | 0.01% | 0.01% | 180 | -1,153 | -18.94% | Q3 2026 | Oct 22, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,905 | 921 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 5,785 | 902 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 4,698 | 892 | 0.02% | 0.02% | 183 | -551 | -10.5% | Q3 2026 | Nov 03, 2026 |
| Tidal Investments LLC | History | No change | 5,653 | 881 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 5,594 | 872 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 4,567 | 867 | 0.0% | 0.0% | 186 | -713 | -13.5% | Q3 2026 | Nov 03, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 4,500 | 855 | 0.0% | 0.0% | 187 | -700 | -13.46% | Q3 2026 | Oct 27, 2026 |
| Callan Family Office, LLC | History | No change | 5,421 | 845 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,423 | 841 | 0.01% | 0.0% | 189 | +225 | 5.36% | Q3 2026 | Oct 26, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 4,349 | 826 | 0.06% | 0.05% | 190 | +71 | 1.66% | Q3 2026 | Oct 22, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 5,212 | 813 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 5,200 | 811 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bradyco, Inc. | History | Reduced | 4,164 | 791 | 0.55% | 0.87% | 193 | -700 | -14.39% | Q3 2026 | Nov 02, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 5,000 | 780 | 0.04% | 0.04% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Martin Capital Advisors, LLP | History | Reduced | 4,086 | 776 | 0.4% | 0.34% | 195 | -116 | -2.76% | Q3 2026 | Oct 14, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 4,961 | 774 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 4,055 | 770 | 0.0% | 0.0% | 197 | +3,350 | 475.18% | Q3 2026 | Oct 28, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 3,943 | 749 | 0.01% | 0.01% | 198 | -643 | -14.02% | Q3 2026 | Oct 29, 2026 |
| Neuberger Berman Group LLC | History | No change | 4,803 | 749 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| HB Wealth Management, LLC | History | Added to | 3,827 | 727 | 0.0% | 0.0% | 200 | +1,265 | 49.38% | Q3 2026 | Oct 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 4,633 | 722 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,600 | 717 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 4,590 | 716 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Advisors Preferred, LLC | History | No change | 4,259 | 706 | 0.11% | 0.11% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,074 | 691 | 0.01% | 0.01% | 205 | +306 | 11.05% | Q3 2026 | Oct 26, 2026 |
| AlphaGrep UK Ltd | History | No change | 4,414 | 688 | 0.2% | 0.2% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Associates, LP | History | No change | 4,249 | 662 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 4,201 | 655 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,076 | 635 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,059 | 633 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 3,326 | 632 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 3,915 | 610 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 3,755 | 585 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RV Capital AG | History | No change | 3,700 | 577 | 0.15% | 0.15% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 3,676 | 573 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vinva Investment Management Ltd | History | No change | 2,451 | 555 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kera Capital Partners, Inc. | History | No change | 3,551 | 554 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSS LLC/IL | History | No change | 3,520 | 549 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sivia Capital Partners, LLC | History | No change | 3,339 | 520 | 0.06% | 0.06% | 219 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 3,305 | 515 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,305 | 515 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,295 | 514 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Intrua Financial, LLC | History | Reduced | 2,697 | 512 | 0.05% | 0.04% | 224 | -3 | -0.11% | Q3 2026 | Oct 28, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 3,285 | 512 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | No change | 3,277 | 511 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,206 | 500 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,162 | 493 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 3,142 | 490 | 0.08% | 0.08% | 228 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 2,558 | 486 | 0.23% | — | 229 | +2,558 | New | Q3 2026 | Oct 27, 2026 |
| Larson Financial Group LLC | History | No change | 3,050 | 475 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 3,034 | 473 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 3,000 | 468 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 2,974 | 464 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Reduced | 2,430 | 461 | 0.0% | 0.0% | 234 | -223 | -8.41% | Q3 2026 | Nov 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,907 | 453 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 2,876 | 448 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 2,310 | 438 | 0.0% | 0.0% | 237 | -256 | -9.98% | Q3 2026 | Nov 03, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 2,800 | 437 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Redmond Asset Management, LLC | History | Reduced | 2,296 | 436 | 0.13% | 0.3% | 239 | -5,385 | -70.11% | Q3 2026 | Oct 27, 2026 |
| FEDERATED HERMES, INC. | History | No change | 2,788 | 434 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorShares Investments LLC | History | No change | 2,720 | 424 | 0.05% | 0.05% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 2,717 | 423 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 2,680 | 418 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,604 | 406 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,575 | 401 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 2,554 | 398 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 2,090 | 397 | 0.03% | 0.02% | 247 | -280 | -11.81% | Q3 2026 | Oct 08, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 2,057 | 390 | 0.15% | 0.19% | 248 | -1,291 | -38.56% | Q3 2026 | Oct 29, 2026 |
| Bull Harbor Capital LLC | History | No change | 2,506 | 390 | 0.08% | 0.08% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pacer Advisors, Inc. | History | No change | 2,482 | 387 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Krilogy Financial LLC | History | Reduced | 1,880 | 384 | 0.01% | 0.01% | 251 | -133 | -6.61% | Q3 2026 | Oct 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 1,977 | 375 | 0.0% | 0.0% | 252 | +527 | 36.34% | Q3 2026 | Oct 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,932 | 367 | 0.0% | 0.0% | 253 | -57 | -2.87% | Q3 2026 | Nov 02, 2026 |
| Malaga Cove Capital, LLC | History | New | 1,931 | 366 | 0.12% | — | 254 | +1,931 | New | Q3 2026 | Oct 23, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 2,345 | 365 | 0.05% | 0.05% | 255 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HSBC HOLDINGS PLC | History | No change | 2,337 | 363 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 2,329 | 363 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,909 | 362 | 0.0% | — | 258 | +1,909 | New | Q3 2026 | Nov 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,307 | 360 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,299 | 358 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 1,834 | 348 | 0.1% | 0.08% | 261 | +5 | 0.27% | Q3 2026 | Oct 19, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,227 | 347 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 1,777 | 337 | 0.01% | 0.01% | 263 | -6 | -0.34% | Q3 2026 | Nov 03, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 2,138 | 333 | 0.04% | 0.04% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fieldview Capital Management, LLC | History | No change | 2,090 | 326 | 0.09% | 0.09% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,045 | 319 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 1,615 | 306 | 0.01% | 0.01% | 268 | -255 | -13.64% | Q3 2026 | Nov 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,966 | 306 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | New | 1,604 | 304 | 0.0% | — | 269 | +1,604 | New | Q3 2026 | Nov 04, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 1,480 | 300 | 0.01% | 0.01% | 270 | +39 | 2.71% | Q3 2026 | Oct 09, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 1,627 | 280 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Simplicity Wealth,LLC | History | New | 1,468 | 279 | 0.01% | — | 272 | +1,468 | New | Q3 2026 | Oct 23, 2026 |
| Vise Technologies, Inc. | History | New | 1,463 | 278 | 0.0% | — | 273 | +1,463 | New | Q3 2026 | Oct 28, 2026 |
| Amundi | History | No change | 1,767 | 275 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlphaCore Capital LLC | History | New | 1,443 | 274 | 0.0% | — | 275 | +1,443 | New | Q3 2026 | Nov 04, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 1,418 | 269 | 0.0% | 0.0% | 276 | -63 | -4.25% | Q3 2026 | Oct 27, 2026 |
| Bridgefront Capital, LLC | History | No change | 1,700 | 265 | 0.07% | 0.07% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curated Wealth Partners LLC | History | New | 1,383 | 262 | 0.02% | — | 278 | +1,383 | New | Q3 2026 | Oct 15, 2026 |
| Pallas Capital Advisors LLC | History | No change | 1,663 | 259 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 1,658 | 258 | 0.09% | 0.09% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Olympiad Research LP | History | New | 1,334 | 253 | 0.33% | — | 281 | +1,334 | New | Q3 2026 | Nov 04, 2026 |
| HM PAYSON & CO | History | No change | 1,600 | 249 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Machina Capital S.A.S. | History | No change | 1,602 | 249 | 0.04% | 0.04% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 1,306 | 248 | 0.0% | — | 284 | +1,306 | New | Q3 2026 | Oct 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 1,588 | 247 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 1,550 | 241 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 1,265 | 240 | 0.0% | 0.01% | 287 | -1,317 | -51.01% | Q3 2026 | Oct 23, 2026 |
| Allworth Financial LP | History | No change | 1,505 | 234 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Asset Management Inc | History | New | 1,224 | 232 | 0.0% | — | 290 | +1,224 | New | Q3 2026 | Nov 05, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 1,225 | 232 | 0.14% | 0.11% | 289 | +35 | 2.94% | Q3 2026 | Nov 04, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 1,470 | 229 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 1,465 | 228 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Claret Asset Management Corp | History | No change | 1,448 | 226 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 1,119 | 212 | 0.17% | — | 294 | +1,119 | New | Q3 2026 | Oct 29, 2026 |
| DnB Asset Management AS | History | No change | 1,327 | 207 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 1,085 | 206 | 0.0% | 0.0% | 296 | -501 | -31.59% | Q3 2026 | Oct 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,070 | 203 | 0.01% | 0.01% | 297 | -9 | -0.83% | Q3 2026 | Nov 04, 2026 |
| VestGen Advisors, LLC | History | Reduced | 1,065 | 202 | 0.01% | 0.01% | 298 | -427 | -28.62% | Q3 2026 | Oct 27, 2026 |
| Nykredit A/S | History | No change | 1,206 | 188 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 898 | 167 | 0.01% | 0.0% | 300 | +879 | 4626.32% | Q3 2026 | Nov 04, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,075 | 167 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 1,065 | 166 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 868 | 164 | 0.0% | 0.0% | 303 | -233 | -21.16% | Q3 2026 | Nov 03, 2026 |
| Essential Partners LLC | History | Reduced | 743 | 141 | 0.06% | 0.1% | 304 | -588 | -44.18% | Q3 2026 | Oct 14, 2026 |
| Versant Capital Management, Inc | History | Reduced | 726 | 137 | 0.01% | 0.01% | 305 | -244 | -25.15% | Q3 2026 | Oct 01, 2026 |
| WESTPAC BANKING CORP | History | No change | 819 | 127 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 662 | 125 | 0.0% | 0.0% | 308 | +75 | 12.78% | Q3 2026 | Oct 23, 2026 |
| KBC Group NV | History | No change | 659 | 125 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 652 | 123 | 0.0% | 0.0% | 309 | +198 | 43.61% | Q3 2026 | Oct 08, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 780 | 121 | 0.02% | 0.02% | 310 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Horizon Investments, LLC | History | No change | 707 | 109 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 692 | 107 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Root Financial Partners, LLC | History | New | 558 | 106 | 0.0% | — | 313 | +558 | New | Q3 2026 | Oct 21, 2026 |
| Sterling Capital Management LLC | History | Reduced | 523 | 99 | 0.0% | 0.0% | 314 | -32 | -5.77% | Q3 2026 | Oct 22, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 616 | 96 | 0.02% | 0.02% | 315 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 462 | 87 | 0.01% | 0.0% | 316 | +307 | 198.06% | Q3 2026 | Oct 26, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 403 | 76 | 0.0% | 0.0% | 317 | +99 | 32.57% | Q3 2026 | Oct 20, 2026 |
| IFP Advisors, Inc | History | Added to | 403 | 76 | 0.0% | 0.0% | 318 | +88 | 27.94% | Q3 2026 | Oct 16, 2026 |
| GAMMA Investing LLC | History | Reduced | 365 | 69 | 0.0% | 0.0% | 319 | -55 | -13.1% | Q3 2026 | Oct 08, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 448 | 69 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| State of Wyoming | History | Reduced | 353 | 67 | 0.01% | 0.02% | 321 | -846 | -70.56% | Q3 2026 | Oct 28, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 344 | 65 | 0.0% | 0.0% | 322 | +237 | 221.5% | Q3 2026 | Oct 27, 2026 |
| BOKF, NA | History | No change | 325 | 61 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 390 | 60 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 380 | 59 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 342 | 53 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Reduced | 264 | 50 | 0.0% | 0.0% | 327 | -146 | -35.61% | Q3 2026 | Oct 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 312 | 48 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 247 | 46 | 0.01% | 0.01% | 329 | -65 | -20.83% | Q3 2026 | Oct 13, 2026 |
| Fortitude Family Office, LLC | History | Added to | 234 | 44 | 0.01% | 0.0% | 331 | +169 | 260.0% | Q3 2026 | Oct 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 285 | 44 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Added to | 221 | 42 | 0.03% | 0.01% | 332 | +65 | 41.67% | Q3 2026 | Oct 30, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 31 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Grove Bank & Trust | History | No change | 158 | 30 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| WPG Advisers, LLC | History | No change | 159 | 30 | 0.02% | 0.01% | 335 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Bayforest Capital Ltd | History | Reduced | 153 | 29 | 0.04% | 0.07% | 338 | -346 | -69.34% | Q3 2026 | Nov 03, 2026 |
| Employees Retirement System of Texas | History | No change | 184 | 29 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 155 | 29 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 178 | 27 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elyxium Wealth, LLC | History | New | 137 | 26 | 0.0% | — | 340 | +137 | New | Q3 2026 | Oct 27, 2026 |
| ASSETMARK, INC | History | Added to | 122 | 23 | 0.0% | 0.0% | 341 | +30 | 32.61% | Q3 2026 | Oct 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 119 | 22 | 0.0% | 0.0% | 342 | -22 | -15.6% | Q3 2026 | Oct 05, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 137 | 21 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 109 | 20 | 0.01% | 0.01% | 345 | -19 | -14.84% | Q3 2026 | Oct 07, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 107 | 20 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Hughes Financial Services, LLC | History | Added to | 87 | 19 | 0.0% | 0.0% | 346 | +2 | 2.35% | Q3 2026 | Oct 30, 2026 |
| Centerpoint Advisors, LLC | History | No change | 109 | 17 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Salomon & Ludwin, LLC | History | No change | 94 | 17 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Allied Private Wealth LLC | History | No change | 100 | 16 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 80 | 15 | 0.0% | 0.0% | 353 | -659 | -89.17% | Q3 2026 | Nov 04, 2026 |
| North Star Investment Management Corp. | History | Added to | 82 | 15 | 0.0% | 0.0% | 352 | +20 | 32.26% | Q3 2026 | Oct 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 79 | 15 | 0.0% | 0.0% | 354 | +9 | 12.86% | Q3 2026 | Oct 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 102 | 15 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 84 | 15 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 83 | 15 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 75 | 14 | 0.0% | — | 357 | +75 | New | Q3 2026 | Oct 30, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 78 | 14 | 0.0% | 0.0% | 356 | +1 | 1.3% | Q3 2026 | Oct 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 72 | 13 | 0.0% | 0.0% | 359 | +62 | 620.0% | Q3 2026 | Oct 08, 2026 |
| Activest Wealth Management | History | Added to | 72 | 13 | 0.0% | 0.0% | 358 | +20 | 38.46% | Q3 2026 | Oct 15, 2026 |
| EASTERN BANK | History | New | 67 | 12 | 0.0% | — | 360 | +67 | New | Q3 2026 | Oct 05, 2026 |
| CENTRAL TRUST Co | History | No change | 75 | 11 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 73 | 11 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KFG LLC | History | New | 55 | 10 | 0.01% | — | 364 | +55 | New | Q3 2026 | Nov 02, 2026 |
| Bell Investment Advisors, Inc | History | No change | 57 | 10 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 51 | 9 | 0.0% | 0.0% | 366 | -119 | -70.0% | Q3 2026 | Oct 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 60 | 9 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quent Capital, LLC | History | No change | 61 | 9 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quarry LP | History | No change | 62 | 9 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 43 | 8 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 45 | 8 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 53 | 8 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 36 | 6 | 0.0% | 0.0% | 373 | -63 | -63.64% | Q3 2026 | Oct 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 33 | 6 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 31 | 5 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| James T. Borello RIA | History | No change | 28 | 5 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 25 | 4 | 0.0% | 0.0% | 380 | -16 | -39.02% | Q3 2026 | Oct 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 30 | 4 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 22 | 4 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CVA Family Office, LLC | History | No change | 28 | 4 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| High Note Wealth, LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 31 | 4 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 18 | 3 | 0.0% | 0.0% | 382 | -16 | -47.06% | Q3 2026 | Oct 07, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 25 | 3 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 14 | 2 | 0.0% | — | 388 | +9 | 180.0% | Q3 2026 | Nov 03, 2026 |
| Manchester Capital Management LLC | History | Reduced | 13 | 2 | 0.0% | 0.0% | 387 | -6 | -31.58% | Q3 2026 | Oct 22, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 19 | 2 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 18 | 2 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| GROUP ONE TRADING LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 18 | 2 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 6 | 1 | 0.0% | 0.0% | 398 | -28 | -82.35% | Q3 2026 | Oct 30, 2026 |
| Ascentis Wealth Management, LLC | History | New | 6 | 1 | 0.0% | — | 399 | +6 | New | Q3 2026 | Nov 03, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 6 | 1 | 0.0% | — | 393 | +4 | 200.0% | Q3 2026 | Oct 15, 2026 |
| Planning Strategies Inc. | History | Reduced | 8 | 1 | 0.0% | 0.0% | 397 | -4 | -33.33% | Q3 2026 | Oct 02, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Dogwood Wealth Management LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Kilter Group LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 10 | 1 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 1.03% | — | -57,602 | -100.0% | Q3 2026 | Oct 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -16,454 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Fluent Financial, LLC | History | Closed out | 0 | 0 | — | 0.8% | — | -14,362 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Apeiron RIA LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -11,767 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Henshaw Capital LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -11,672 | -100.0% | Q3 2026 | Nov 03, 2026 |
| OP Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -4,386 | -100.0% | Q3 2026 | Nov 05, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,603 | -100.0% | Q3 2026 | Nov 04, 2026 |
| iA Global Asset Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,480 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,392 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Aaron Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,102 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,099 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,624 | -100.0% | Q3 2026 | Oct 26, 2026 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.03% | — | -1,295 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,224 | -100.0% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,224 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2026 | Oct 16, 2026 |
| WOLFF WIESE MAGANA LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Nov 03, 2026 |
| USA FINANCIAL FORMULAS | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 16, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 23, 2026 |
| COUNTRY TRUST BANK | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 30, 2026 |
| Spire Wealth Management | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 30, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Nov 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q3 2026 | Oct 22, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Oct 21, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q3 2026 | Nov 05, 2026 |
| TFC Financial Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 26, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 15, 2026 |
| GK Wealth Management LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 09, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 03, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SHP Wealth Management | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optiver Holding B.V. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cromwell Holdings LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Creative Capital Management Investments LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| JPL Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| American Capital Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| LRI Investments, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Breakwater Investment Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Rossby Financial, LCC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HFM Investment Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Burk Holdings LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Torren Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Cornerstone Financial Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |