MEDICAL PROPERTIES TRUST INC - MPT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 75,253,906 | 347,673 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 43,755,548 | 202,150 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 25,162,287 | 118,521 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 21,742,204 | 100,448 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 17,637,883 | 81,134 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 11,513,717 | 53,193 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 9,953,326 | 45,995 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 7,410,114 | 34,234 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 7,338,412 | 33,903 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 7,284,796 | 33,655 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 6,782,715 | 31,336 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 6,647,786 | 30,712 | 0.15% | 0.15% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisors Capital Management, LLC | History | No change | 6,598,047 | 30,482 | 0.32% | 0.32% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 6,064,442 | 28,017 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 5,476,536 | 25,301 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 6,219,641 | 21,519 | 0.0% | 0.0% | 16 | +97,430 | 1.59% | Q3 2026 | Nov 05, 2026 |
| COATUE MANAGEMENT LLC | History | No change | 4,525,398 | 20,907 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 3,874,314 | 17,899 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 3,851,046 | 17,791 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 3,840,893 | 17,744 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 3,539,997 | 16,354 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 3,441,629 | 15,900 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 4,456,973 | 15,422 | 0.0% | 0.0% | 23 | -1,030,167 | -18.77% | Q3 2026 | Nov 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,195,565 | 14,763 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 3,142,032 | 14,516 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 3,090,715 | 14,279 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 3,669,220 | 12,695 | 0.0% | 0.0% | 27 | +1,447,644 | 65.16% | Q3 2026 | Nov 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,247,897 | 10,491 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Weiss Asset Management LP | History | No change | 2,000,000 | 9,240 | 0.1% | 0.1% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 2,351,831 | 8,137 | 0.0% | 0.01% | 30 | -13,561 | -0.57% | Q3 2026 | Nov 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,744,452 | 8,059 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 1,694,962 | 7,830 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 1,684,943 | 7,784 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marble Bar Asset Management LLP | History | No change | 1,570,000 | 7,253 | 5.03% | 5.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Added to | 2,011,539 | 6,959 | 0.0% | 0.0% | 35 | +724,557 | 56.3% | Q3 2026 | Nov 05, 2026 |
| WHITEBOX ADVISORS LLC | History | No change | 1,500,000 | 6,930 | 0.09% | 0.09% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 1,402,446 | 6,479 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEAK6 LLC | History | No change | 1,352,989 | 6,250 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 1,343,695 | 6,207 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,308,138 | 6,043 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 1,303,126 | 6,020 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 1,280,927 | 5,914 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,221,863 | 5,649 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,632,384 | 5,648 | 0.0% | 0.01% | 44 | -409,147 | -20.04% | Q3 2026 | Nov 04, 2026 |
| APG Asset Management US Inc. | History | No change | 1,228,345 | 5,638 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,143,900 | 5,284 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 1,048,431 | 4,843 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 1,036,883 | 4,792 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 995,999 | 4,601 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Swiss National Bank | History | No change | 989,400 | 4,571 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 967,041 | 4,467 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 915,492 | 4,229 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Corient Private Wealth LP | History | No change | 881,795 | 4,082 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 792,800 | 3,662 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 783,911 | 3,621 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 711,321 | 3,286 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MARSHALL WACE, LLP | History | No change | 646,894 | 2,988 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 616,533 | 2,848 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 813,971 | 2,817 | 0.0% | 0.01% | 59 | -115,565 | -12.43% | Q3 2026 | Nov 05, 2026 |
| TICINO WEALTH | History | Added to | 809,620 | 2,801 | 0.86% | 0.91% | 60 | +187,538 | 30.15% | Q3 2026 | Oct 13, 2026 |
| Odyssean, LLC | History | No change | 599,358 | 2,769 | 0.45% | 0.45% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 582,786 | 2,692 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 561,698 | 2,595 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 540,972 | 2,499 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 706,284 | 2,443 | 0.02% | 0.02% | 65 | +293,752 | 71.21% | Q3 2026 | Nov 02, 2026 |
| Mariner, LLC | History | No change | 523,925 | 2,420 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 698,949 | 2,418 | 0.01% | 0.01% | 67 | -805 | -0.12% | Q3 2026 | Oct 27, 2026 |
| Cerity Partners LLC | History | No change | 515,086 | 2,379 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | No change | 500,000 | 2,310 | 0.32% | 0.32% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 478,444 | 2,211 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 464,197 | 2,144 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 463,513 | 2,141 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 456,171 | 2,107 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 452,801 | 2,091 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 448,203 | 2,070 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 594,147 | 2,056 | 0.0% | 0.01% | 76 | -6,917 | -1.15% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 411,147 | 1,899 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | No change | 388,683 | 1,795 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 387,271 | 1,783 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 373,546 | 1,725 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACQUARIE GROUP LTD | History | No change | 369,894 | 1,708 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 491,786 | 1,701 | 0.0% | 0.0% | 82 | -43,017 | -8.04% | Q3 2026 | Oct 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 488,304 | 1,689 | 0.01% | 0.01% | 83 | +487 | 0.1% | Q3 2026 | Nov 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 364,622 | 1,684 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 359,556 | 1,661 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 476,673 | 1,649 | 0.0% | 0.0% | 86 | +64,312 | 15.6% | Q3 2026 | Nov 04, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 350,000 | 1,617 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 346,636 | 1,601 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 345,634 | 1,596 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 345,528 | 1,596 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 329,986 | 1,524 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 420,681 | 1,456 | 0.0% | 0.0% | 92 | -2,272 | -0.54% | Q3 2026 | Oct 22, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 304,994 | 1,409 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 305,092 | 1,409 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 295,308 | 1,364 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 286,772 | 1,324 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 266,845 | 1,235 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 251,052 | 1,160 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 332,892 | 1,150 | 0.01% | 0.02% | 99 | -78,080 | -19.0% | Q3 2026 | Oct 15, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 242,950 | 1,122 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | No change | 242,184 | 1,118 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | History | No change | 237,915 | 1,099 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jupiter Topco LLC | History | No change | 236,700 | 1,094 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 235,840 | 1,089 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BARCLAYS PLC | History | No change | 234,598 | 1,083 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 305,304 | 1,056 | 0.01% | 0.01% | 106 | +68,521 | 28.94% | Q3 2026 | Oct 27, 2026 |
| Creative Planning | History | Reduced | 303,420 | 1,049 | 0.0% | 0.0% | 107 | -41,414 | -12.01% | Q3 2026 | Nov 02, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 335,067 | 1,042 | 0.02% | 0.03% | 108 | +15,835 | 4.96% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 335,067 | 1,042 | 0.02% | 0.03% | 109 | +15,835 | 4.96% | Q3 2026 | Oct 20, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 224,420 | 1,036 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Csenge Advisory Group | History | Added to | 298,677 | 1,033 | 0.04% | 0.05% | 111 | +47,778 | 19.04% | Q3 2026 | Nov 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 222,666 | 1,028 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crawford Fund Management, LLC | History | No change | 220,000 | 1,016 | 0.16% | 0.16% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 217,327 | 1,004 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 287,474 | 994 | 0.0% | 0.01% | 115 | -41,429 | -12.6% | Q3 2026 | Nov 05, 2026 |
| Treasurer of the State of North Carolina | History | No change | 211,933 | 979 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | No change | 211,059 | 975 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Engineers Gate Manager LP | History | No change | 208,008 | 960 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 207,634 | 959 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 203,965 | 942 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 263,500 | 911 | 0.1% | 0.14% | 121 | +6,000 | 2.33% | Q3 2026 | Oct 22, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 257,439 | 890 | 0.01% | 0.01% | 122 | -10,292 | -3.84% | Q3 2026 | Nov 05, 2026 |
| Chicago Partners Investment Group LLC | History | New | 321,522 | 868 | 0.02% | — | 123 | +321,522 | New | Q3 2026 | Oct 26, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 186,952 | 863 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 185,050 | 854 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 171,520 | 792 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concorde Asset Management, LLC | History | No change | 158,210 | 745 | 0.43% | 0.43% | 127 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Adams Asset Advisors, LLC | History | No change | 213,470 | 738 | 0.07% | 0.11% | 128 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 211,190 | 730 | 0.0% | — | 131 | +211,190 | New | Q3 2026 | Oct 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 211,200 | 730 | 0.01% | 0.01% | 129 | -3,700 | -1.72% | Q3 2026 | Oct 20, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 158,109 | 730 | 0.07% | 0.07% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 204,880 | 708 | 0.0% | 0.0% | 132 | +7,960 | 4.04% | Q3 2026 | Oct 29, 2026 |
| VARCOV Co. | History | No change | 151,738 | 701 | 0.27% | 0.27% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 145,000 | 669 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 143,249 | 662 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 141,808 | 655 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 141,324 | 652 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 137,928 | 637 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 137,142 | 633 | 0.05% | 0.05% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Inspire Investing, LLC | History | Added to | 181,112 | 626 | 0.03% | 0.03% | 140 | +34,722 | 23.72% | Q3 2026 | Oct 22, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 135,560 | 626 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 134,844 | 622 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 133,866 | 618 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EDMP, INC. | History | Reduced | 176,852 | 611 | 0.47% | 0.69% | 144 | -8,159 | -4.41% | Q3 2026 | Oct 22, 2026 |
| Arax Advisory Partners | History | No change | 129,386 | 597 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Metis Global Partners, LLC | History | No change | 127,924 | 591 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 125,604 | 580 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Jain Global LLC | History | No change | 123,968 | 572 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 123,340 | 570 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 123,085 | 568 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 118,414 | 547 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 114,760 | 530 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 112,700 | 529 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 108,960 | 493 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 106,070 | 490 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | No change | 105,728 | 489 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | Added to | 138,980 | 480 | 0.0% | 0.0% | 157 | +2,918 | 2.14% | Q3 2026 | Nov 03, 2026 |
| AMALGAMATED BANK | History | Reduced | 137,534 | 476 | 0.0% | 0.0% | 158 | -3,391 | -2.41% | Q3 2026 | Oct 23, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 102,910 | 475 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterloo Capital, L.P. | History | No change | 100,898 | 466 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vestcor Inc | History | No change | 100,667 | 465 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blackstone Inc. | History | No change | 99,106 | 457 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 99,075 | 457 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hazelview Securities Inc. | History | No change | 99,410 | 456 | 0.06% | 0.06% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 98,531 | 455 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | Reduced | 128,722 | 452 | 0.0% | 0.0% | 166 | -15,188 | -10.55% | Q3 2026 | Oct 27, 2026 |
| Maryland State Retirement & Pension System | History | No change | 95,574 | 441 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| State of Wyoming | History | Added to | 126,621 | 438 | 0.03% | 0.04% | 168 | +42,657 | 50.8% | Q3 2026 | Oct 28, 2026 |
| Neuberger Berman Group LLC | History | No change | 92,874 | 429 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Sivia Capital Partners, LLC | History | No change | 93,019 | 429 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | No change | 90,000 | 416 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 120,053 | 415 | 0.0% | 0.01% | 172 | -5,330 | -4.25% | Q3 2026 | Oct 22, 2026 |
| Bridgewater Associates, LP | History | No change | 89,131 | 411 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 88,413 | 408 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 88,467 | 408 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 85,970 | 397 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 85,747 | 396 | 0.08% | 0.08% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 84,859 | 392 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisory Advocates, LLC | History | Reduced | 113,093 | 391 | 0.34% | 0.48% | 179 | -8,787 | -7.21% | Q3 2026 | Nov 05, 2026 |
| Private Advisor Group, LLC | History | No change | 83,353 | 385 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 111,203 | 384 | 0.0% | 0.01% | 181 | +700 | 0.63% | Q3 2026 | Oct 29, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 108,094 | 374 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| HighTower Advisors, LLC | History | No change | 80,409 | 371 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 106,749 | 369 | 0.0% | 0.0% | 184 | -10,778 | -9.17% | Q3 2026 | Nov 02, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 79,691 | 368 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 108,800 | 366 | 0.02% | 0.03% | 186 | +600 | 0.55% | Q3 2026 | Nov 02, 2026 |
| Merit Financial Group, LLC | History | No change | 78,871 | 364 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Quantbot Technologies LP | History | No change | 78,557 | 362 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Trail Advisors, LLC | History | No change | 77,721 | 359 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 77,677 | 358 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 103,164 | 356 | 0.01% | 0.01% | 191 | -2,595 | -2.45% | Q3 2026 | Nov 05, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 76,949 | 355 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFM Investors Pty Ltd | History | Added to | 101,073 | 349 | 0.0% | 0.0% | 193 | +18,857 | 22.94% | Q3 2026 | Oct 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 71,828 | 331 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 71,405 | 329 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Achmea Investment Management B.V. | History | New | 92,214 | 319 | 0.0% | — | 197 | +92,214 | New | Q3 2026 | Oct 30, 2026 |
| Pathstone Holdings, LLC | History | No change | 68,741 | 319 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 66,156 | 305 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pensionfund PDN | History | No change | 87,000 | 301 | 0.18% | 0.21% | 199 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| AE Wealth Management LLC | History | No change | 64,097 | 296 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| US BANCORP \DE\ | History | Added to | 83,853 | 290 | 0.0% | 0.0% | 201 | +46,851 | 126.62% | Q3 2026 | Nov 05, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 81,033 | 280 | 0.0% | 0.0% | 202 | -7,447 | -8.42% | Q3 2026 | Nov 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 80,203 | 277 | 0.0% | 0.0% | 203 | +11,618 | 16.94% | Q3 2026 | Nov 02, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 78,958 | 273 | 0.09% | 0.14% | 204 | -20,712 | -20.78% | Q3 2026 | Oct 23, 2026 |
| KPP Advisory Services LLC | History | Reduced | 78,272 | 270 | 0.05% | 0.05% | 206 | -5,616 | -6.69% | Q3 2026 | Oct 26, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 58,617 | 270 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 55,651 | 257 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 74,100 | 256 | 0.0% | 0.0% | 208 | -1,100 | -1.46% | Q3 2026 | Oct 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 77,304 | 246 | 0.0% | 0.0% | 209 | -145,425 | -65.29% | Q3 2026 | Oct 13, 2026 |
| SG Americas Securities, LLC | History | No change | 51,490 | 238 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Modern Wealth Management, LLC | History | No change | 51,354 | 237 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allie Family Office LLC | History | No change | 48,650 | 229 | 0.08% | 0.08% | 212 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| ALPS ADVISORS INC | History | Reduced | 66,040 | 228 | 0.0% | 0.0% | 213 | -89,618 | -57.57% | Q3 2026 | Nov 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 48,992 | 226 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 47,126 | 217 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fulcrum Asset Management LLP | History | New | 61,649 | 216 | 0.01% | — | 216 | +61,649 | New | Q3 2026 | Nov 04, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 46,455 | 214 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 61,525 | 212 | 0.0% | 0.0% | 218 | +456 | 0.75% | Q3 2026 | Oct 23, 2026 |
| HRT FINANCIAL LP | History | No change | 46,000 | 212 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UniSuper Management Pty Ltd | History | No change | 59,500 | 205 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 57,467 | 198 | 0.0% | 0.0% | 224 | +24,745 | 75.62% | Q3 2026 | Oct 26, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 57,378 | 198 | 0.0% | 0.0% | 221 | +22,852 | 66.19% | Q3 2026 | Nov 04, 2026 |
| HB Wealth Management, LLC | History | Reduced | 57,340 | 198 | 0.0% | 0.0% | 225 | -17,658 | -23.54% | Q3 2026 | Oct 23, 2026 |
| Affiance Financial, LLC | History | Added to | 57,366 | 198 | 0.03% | 0.04% | 222 | +1,045 | 1.86% | Q3 2026 | Oct 15, 2026 |
| SITTNER & NELSON, LLC | History | No change | 43,000 | 198 | 0.06% | 0.06% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 56,062 | 193 | 0.0% | 0.0% | 226 | +14,922 | 36.27% | Q3 2026 | Nov 03, 2026 |
| Southern Financial Group, LLC | History | Added to | 54,493 | 188 | 0.05% | 0.05% | 228 | +13,528 | 33.02% | Q3 2026 | Oct 30, 2026 |
| Caprock Group, LLC | History | No change | 39,880 | 188 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 40,557 | 187 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Welch Group, LLC | History | Added to | 53,649 | 185 | 0.01% | 0.01% | 230 | +2,030 | 3.93% | Q3 2026 | Oct 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 39,883 | 184 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC Asset Management Inc | History | Added to | 50,025 | 173 | 0.0% | 0.0% | 232 | +918 | 1.87% | Q3 2026 | Nov 05, 2026 |
| Pallas Capital Advisors LLC | History | No change | 37,385 | 172 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUB Investment Partners, LLC | History | New | 49,431 | 171 | 0.0% | — | 234 | +49,431 | New | Q3 2026 | Nov 03, 2026 |
| Brevan Howard Capital Management LP | History | No change | 36,967 | 170 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Retirement, LLC | History | No change | 36,707 | 169 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 34,872 | 164 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bridgefront Capital, LLC | History | No change | 34,538 | 159 | 0.04% | 0.04% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coign Capital Advisors LLC | History | No change | 33,856 | 156 | 0.07% | 0.07% | 239 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Facet Wealth, Inc. | History | Added to | 44,620 | 154 | 0.0% | 0.0% | 241 | +34,359 | 334.85% | Q3 2026 | Nov 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 33,370 | 154 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pensionfund Sabic | History | No change | 43,500 | 151 | 0.18% | 0.21% | 242 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 43,879 | 151 | 0.1% | 0.13% | 243 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 31,681 | 146 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 31,561 | 145 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Proficio Capital Partners LLC | History | No change | 30,544 | 141 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanderbilt University | History | No change | 40,582 | 140 | 0.02% | 0.03% | 247 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 39,377 | 139 | 0.0% | 0.0% | 248 | +7,052 | 21.82% | Q3 2026 | Oct 23, 2026 |
| West Family Investments, Inc. | History | No change | 30,092 | 139 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fulcrum Capital LLC | History | Added to | 39,200 | 135 | 0.03% | 0.03% | 250 | +4,800 | 13.95% | Q3 2026 | Oct 15, 2026 |
| Vise Technologies, Inc. | History | New | 38,207 | 132 | 0.0% | — | 251 | +38,207 | New | Q3 2026 | Oct 28, 2026 |
| Demars Financial Group, LLC | History | Reduced | 38,033 | 131 | 0.03% | 0.19% | 252 | -110,912 | -74.47% | Q3 2026 | Oct 22, 2026 |
| Kovack Advisors, Inc. | History | No change | 28,400 | 130 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 37,100 | 129 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 28,118 | 129 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 27,718 | 128 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 27,460 | 126 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 27,113 | 126 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Affinity Capital Advisors, LLC | History | New | 40,104 | 125 | 0.01% | — | 262 | +40,104 | New | Q3 2026 | Oct 13, 2026 |
| XPONANCE LLC | History | Added to | 36,343 | 125 | 0.0% | 0.0% | 259 | +65 | 0.18% | Q3 2026 | Nov 03, 2026 |
| Atom Investors LP | History | No change | 27,067 | 125 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bull Harbor Capital LLC | History | No change | 27,133 | 125 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ballentine Partners, LLC | History | No change | 26,982 | 124 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 26,781 | 123 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 26,784 | 123 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Utah Retirement Systems | History | No change | 26,369 | 121 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 25,625 | 118 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 25,708 | 118 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 24,255 | 112 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIL Ltd | History | No change | 24,011 | 110 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 23,822 | 110 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 23,462 | 108 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Virtu Financial LLC | History | No change | 22,427 | 104 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | No change | 22,240 | 102 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 21,942 | 101 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 29,225 | 101 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| GeoWealth Management, LLC | History | No change | 21,359 | 98 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Norinchukin Bank, The | History | No change | 21,205 | 97 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| May Hill Capital, LLC | History | New | 27,547 | 95 | 0.02% | — | 279 | +27,547 | New | Q3 2026 | Nov 02, 2026 |
| Man Group plc | History | No change | 20,206 | 93 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 19,524 | 90 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BCO Wealth Management LLC | History | No change | 26,100 | 90 | 0.05% | 0.07% | 282 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 25,944 | 89 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Freestone Grove Partners LP | History | No change | 19,374 | 89 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 18,600 | 86 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 18,581 | 86 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 18,500 | 85 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 18,464 | 85 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Leonteq Securities AG | History | Added to | 23,865 | 82 | 0.0% | 0.0% | 289 | +4,739 | 24.78% | Q3 2026 | Oct 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 23,842 | 82 | 0.0% | 0.0% | 292 | -3,878 | -13.99% | Q3 2026 | Oct 16, 2026 |
| Waverly Advisors, LLC | History | No change | 17,939 | 82 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 17,918 | 82 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 17,873 | 82 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 17,604 | 81 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frec Markets, Inc. | History | No change | 17,734 | 81 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEE DANNER & BASS INC | History | No change | 22,639 | 78 | 0.0% | 0.01% | 296 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 22,530 | 77 | 0.0% | 0.0% | 297 | +2,500 | 12.48% | Q3 2026 | Nov 03, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 22,196 | 76 | 0.0% | 0.0% | 299 | -2,192 | -8.99% | Q3 2026 | Oct 23, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 22,000 | 76 | 0.01% | 0.01% | 300 | +1,000 | 4.76% | Q3 2026 | Oct 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 16,496 | 76 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 16,494 | 76 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optas, LLC | History | No change | 16,508 | 76 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Visionary Wealth Advisors | History | No change | 22,075 | 76 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 16,267 | 75 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ALLSTATE CORP | History | No change | 15,891 | 73 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marble Wealth, LLC | History | No change | 15,791 | 72 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keel Point, LLC | History | No change | 15,524 | 71 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 15,360 | 70 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KBC Group NV | History | No change | 20,239 | 70 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 15,349 | 70 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 20,000 | 69 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 15,100 | 69 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 19,938 | 68 | 0.0% | 0.0% | 314 | +437 | 2.24% | Q3 2026 | Oct 22, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 14,914 | 68 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 14,213 | 66 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 14,415 | 66 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 14,268 | 65 | 0.02% | 0.02% | 317 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 14,247 | 65 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sagewood Asset Management LP | History | No change | 13,870 | 64 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 14,000 | 64 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 13,721 | 63 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | No change | 13,850 | 63 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 17,890 | 61 | 0.0% | 0.0% | 323 | +284 | 1.61% | Q3 2026 | Oct 20, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 13,269 | 61 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sigma Planning Corp | History | Reduced | 17,460 | 60 | 0.0% | 0.0% | 325 | -121 | -0.69% | Q3 2026 | Oct 23, 2026 |
| Abel Hall, LLC | History | New | 17,283 | 59 | 0.01% | — | 326 | +17,283 | New | Q3 2026 | Oct 19, 2026 |
| Simplicity Wealth,LLC | History | New | 16,867 | 58 | 0.0% | — | 328 | +16,867 | New | Q3 2026 | Oct 23, 2026 |
| Broyhill Asset Management, LLC | History | No change | 12,575 | 58 | 0.05% | 0.05% | 327 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 12,422 | 57 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| StoneX Group Inc. | History | Added to | 16,151 | 56 | 0.0% | 0.0% | 331 | +1,952 | 13.75% | Q3 2026 | Nov 03, 2026 |
| NORDEN GROUP LLC | History | Reduced | 16,324 | 56 | 0.0% | 0.01% | 332 | -438 | -2.61% | Q3 2026 | Oct 20, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 16,260 | 56 | 0.01% | 0.01% | 330 | +200 | 1.25% | Q3 2026 | Oct 08, 2026 |
| Park Capital Management, LLC / WI | History | New | 16,050 | 55 | 0.03% | — | 333 | +16,050 | New | Q3 2026 | Oct 13, 2026 |
| Apella Capital, LLC | History | Added to | 16,820 | 54 | 0.0% | 0.0% | 334 | +4,633 | 38.02% | Q3 2026 | Oct 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 15,588 | 53 | 0.0% | 0.0% | 335 | -11,332 | -42.1% | Q3 2026 | Oct 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 15,371 | 53 | 0.0% | 0.0% | 336 | +4,535 | 41.85% | Q3 2026 | Oct 22, 2026 |
| Goldstone Financial Group, LLC | History | No change | 11,671 | 53 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| North Dakota State Investment Board | History | Added to | 15,239 | 52 | 0.0% | 0.0% | 339 | +285 | 1.91% | Q3 2026 | Oct 27, 2026 |
| TOWNSQUARE CAPITAL LLC | History | No change | 11,438 | 52 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Samara Investment Management, LLC | History | No change | 11,337 | 52 | 0.05% | 0.05% | 340 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 14,760 | 51 | 0.01% | 0.02% | 341 | +1,250 | 9.25% | Q3 2026 | Oct 06, 2026 |
| Summit Financial, LLC | History | No change | 11,028 | 51 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 14,536 | 50 | 0.0% | 0.0% | 343 | -8,939 | -38.08% | Q3 2026 | Nov 04, 2026 |
| LeConte Wealth Management, LLC | History | New | 14,206 | 49 | 0.03% | — | 349 | +14,206 | New | Q3 2026 | Oct 20, 2026 |
| Sterling Capital Management LLC | History | Reduced | 14,216 | 49 | 0.0% | 0.0% | 345 | -755 | -5.04% | Q3 2026 | Oct 22, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 10,693 | 49 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tidal Investments LLC | History | No change | 10,693 | 49 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marex Group Ltd | History | No change | 10,741 | 49 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Family Office, LLC | History | No change | 10,677 | 49 | 0.02% | 0.02% | 348 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | New | 13,906 | 48 | 0.01% | — | 352 | +13,906 | New | Q3 2026 | Oct 20, 2026 |
| Sage Capital Advisors,llc | History | Added to | 13,923 | 48 | 0.01% | 0.01% | 350 | +3,588 | 34.72% | Q3 2026 | Oct 13, 2026 |
| Brookwood Investment Group LLC | History | No change | 10,590 | 48 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 13,981 | 47 | 0.0% | — | 356 | +13,981 | New | Q3 2026 | Nov 04, 2026 |
| GAMMA Investing LLC | History | Added to | 13,621 | 47 | 0.0% | 0.0% | 354 | +11,284 | 482.84% | Q3 2026 | Oct 08, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 13,801 | 47 | 0.0% | 0.0% | 353 | -404 | -2.84% | Q3 2026 | Oct 21, 2026 |
| Kera Capital Partners, Inc. | History | No change | 10,236 | 47 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 13,300 | 46 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 10,000 | 46 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 9,810 | 45 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Hobart Private Capital, LLC | History | New | 12,782 | 44 | 0.01% | — | 360 | +12,782 | New | Q3 2026 | Oct 19, 2026 |
| Larson Financial Group LLC | History | Added to | 12,573 | 43 | 0.0% | 0.0% | 362 | +9,671 | 333.25% | Q3 2026 | Nov 05, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 12,712 | 43 | 0.0% | 0.0% | 361 | -184 | -1.43% | Q3 2026 | Oct 28, 2026 |
| Gibbs Wealth Management | History | Added to | 12,684 | 43 | 0.0% | 0.01% | 363 | +132 | 1.05% | Q3 2026 | Oct 22, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 12,150 | 42 | 0.01% | 0.02% | 366 | -12,567 | -50.84% | Q3 2026 | Oct 27, 2026 |
| Beacon Financial Advisory LLC | History | New | 12,166 | 42 | 0.01% | — | 367 | +12,166 | New | Q3 2026 | Oct 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 12,361 | 42 | 0.0% | 0.0% | 365 | -7,467 | -37.66% | Q3 2026 | Oct 30, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 12,422 | 42 | 0.0% | 0.0% | 364 | +280 | 2.31% | Q3 2026 | Oct 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 11,896 | 41 | 0.0% | 0.0% | 369 | -27,885 | -70.1% | Q3 2026 | Oct 22, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 12,135 | 41 | 0.0% | 0.0% | 368 | +11,314 | 1378.08% | Q3 2026 | Oct 27, 2026 |
| Nykredit A/S | History | No change | 8,884 | 41 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Ethic Inc. | History | Reduced | 11,755 | 40 | 0.0% | 0.0% | 371 | -12,487 | -51.51% | Q3 2026 | Nov 03, 2026 |
| Fortitude Family Office, LLC | History | Added to | 11,678 | 40 | 0.01% | 0.0% | 372 | +10,967 | 1542.48% | Q3 2026 | Oct 14, 2026 |
| Indivisible Partners | History | New | 11,282 | 39 | 0.0% | — | 376 | +11,282 | New | Q3 2026 | Oct 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,361 | 39 | 0.0% | 0.0% | 374 | +6,047 | 113.79% | Q3 2026 | Oct 08, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 11,482 | 39 | 0.0% | 0.0% | 373 | -185 | -1.59% | Q3 2026 | Nov 05, 2026 |
| VestGen Advisors, LLC | History | Added to | 11,473 | 39 | 0.0% | 0.0% | 375 | +74 | 0.65% | Q3 2026 | Oct 27, 2026 |
| NWF Advisory Services Inc. | History | No change | 11,000 | 38 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Reduced | 10,781 | 37 | 0.02% | 0.02% | 378 | -202 | -1.84% | Q3 2026 | Nov 03, 2026 |
| Ascent Group, LLC | History | New | 10,617 | 36 | 0.0% | — | 380 | +10,617 | New | Q3 2026 | Oct 30, 2026 |
| Amplius Wealth Advisors, LLC | History | New | 10,462 | 36 | 0.0% | — | 379 | +10,462 | New | Q3 2026 | Oct 20, 2026 |
| CHOREO, LLC | History | Reduced | 10,119 | 35 | 0.0% | 0.0% | 381 | -23,275 | -69.7% | Q3 2026 | Oct 28, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 10,311 | 35 | 0.0% | — | 385 | +10,311 | New | Q3 2026 | Oct 16, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 10,243 | 35 | 0.0% | — | 384 | +10,243 | New | Q3 2026 | Oct 21, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Reduced | 10,804 | 35 | 0.01% | 0.02% | 383 | -1,373 | -11.28% | Q3 2026 | Oct 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 7,601 | 35 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 10,003 | 34 | 0.0% | 0.0% | 387 | -7,025 | -41.26% | Q3 2026 | Oct 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,565 | 34 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NFSG Corp | History | No change | 9,775 | 33 | 0.0% | 0.01% | 388 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Continuum Advisory, LLC | History | No change | 6,674 | 30 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 7,935 | 27 | 0.0% | 0.0% | 390 | +124 | 1.59% | Q3 2026 | Oct 08, 2026 |
| Rossby Financial, LCC | History | Added to | 7,521 | 26 | 0.0% | 0.0% | 391 | +4,133 | 121.99% | Q3 2026 | Nov 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,404 | 25 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,300 | 24 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5,283 | 24 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STRS OHIO | History | New | 6,835 | 23 | 0.0% | — | 396 | +6,835 | New | Q3 2026 | Oct 30, 2026 |
| UMB Bank, n.a. | History | No change | 5,128 | 23 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 6,428 | 22 | 0.0% | 0.0% | 397 | -146 | -2.22% | Q3 2026 | Oct 26, 2026 |
| CX Institutional | History | New | 6,000 | 21 | 0.0% | — | 398 | +6,000 | New | Q3 2026 | Oct 02, 2026 |
| BESSEMER GROUP INC | History | No change | 4,093 | 20 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IAG Wealth Partners, LLC | History | No change | 4,360 | 20 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quent Capital, LLC | History | No change | 4,507 | 20 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 4,741 | 16 | 0.0% | 0.0% | 403 | +1,759 | 58.99% | Q3 2026 | Oct 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,588 | 16 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,400 | 15 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,990 | 13 | 0.0% | 0.0% | 405 | -1,337 | -25.1% | Q3 2026 | Nov 05, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 4,126 | 13 | 0.0% | 0.0% | 409 | +1,047 | 34.0% | Q3 2026 | Oct 16, 2026 |
| Blue Trust, Inc. | History | Added to | 4,008 | 13 | 0.0% | 0.0% | 408 | +8 | 0.2% | Q3 2026 | Oct 15, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,873 | 13 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Community Bank, N.A. | History | No change | 3,000 | 13 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,500 | 12 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 3,391 | 11 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Heritage Wealth Advisors | History | No change | 2,350 | 10 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,661 | 9 | 0.0% | 0.0% | 414 | -3,241 | -54.91% | Q3 2026 | Oct 20, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 2,686 | 9 | 0.0% | 0.0% | 415 | -1,133 | -29.67% | Q3 2026 | Oct 29, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,095 | 9 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | Reduced | 2,123 | 7 | 0.0% | 0.0% | 417 | -173 | -7.53% | Q3 2026 | Oct 30, 2026 |
| Darwin Wealth Management, LLC | History | No change | 1,685 | 7 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,739 | 6 | 0.0% | 0.01% | 419 | -9,952 | -85.13% | Q3 2026 | Oct 27, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,500 | 6 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 1,462 | 5 | 0.0% | — | 428 | +1,462 | New | Q3 2026 | Oct 15, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 1,591 | 5 | 0.0% | 0.0% | 427 | -252 | -13.67% | Q3 2026 | Nov 05, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,256 | 5 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,280 | 5 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,176 | 5 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,500 | 5 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Triumph Capital Management | History | No change | 1,715 | 5 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Hoese & Co LLP | History | No change | 1,500 | 5 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 1,146 | 5 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Private Wealth Management, LLC | History | New | 1,220 | 4 | 0.0% | — | 431 | +1,220 | New | Q3 2026 | Oct 19, 2026 |
| North Star Investment Management Corp. | History | No change | 1,350 | 4 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Clearstead Trust, LLC | History | No change | 1,002 | 4 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | Reduced | 997 | 3 | 0.0% | 0.01% | 436 | -2,092 | -67.72% | Q3 2026 | Oct 30, 2026 |
| Ascentis Independent Advisors | History | New | 896 | 3 | 0.0% | — | 438 | +896 | New | Q3 2026 | Nov 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 750 | 3 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eukles Asset Management | History | No change | 1,000 | 3 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 675 | 3 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Financial Avengers, Inc. | History | No change | 704 | 3 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 729 | 3 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Reduced | 654 | 2 | 0.0% | 0.02% | 443 | -6,710 | -91.12% | Q3 2026 | Oct 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 826 | 2 | 0.0% | 0.0% | 439 | -1,255 | -60.31% | Q3 2026 | Oct 28, 2026 |
| Root Financial Partners, LLC | History | New | 668 | 2 | 0.0% | — | 444 | +668 | New | Q3 2026 | Oct 21, 2026 |
| Bell Investment Advisors, Inc | History | No change | 799 | 2 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| SWAN Capital LLC | History | No change | 642 | 2 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 494 | 2 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CENTRAL TRUST Co | History | Reduced | 576 | 1 | 0.0% | 0.0% | 445 | -3,950 | -87.27% | Q3 2026 | Nov 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 322 | 1 | 0.0% | 0.0% | 447 | -1,109 | -77.5% | Q3 2026 | Oct 05, 2026 |
| MATHER GROUP, LLC. | History | New | 567 | 1 | 0.0% | — | 457 | +567 | New | Q3 2026 | Oct 14, 2026 |
| GK Wealth Management LLC | History | New | 534 | 1 | 0.0% | — | 460 | +534 | New | Q3 2026 | Oct 09, 2026 |
| Bank of New Hampshire | History | New | 400 | 1 | 0.0% | — | 458 | +400 | New | Q3 2026 | Oct 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 398 | 1 | 0.0% | — | 459 | +398 | New | Q3 2026 | Oct 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 481 | 1 | 0.0% | 0.0% | 448 | +221 | 85.0% | Q3 2026 | Oct 22, 2026 |
| ASSETMARK, INC | History | Added to | 294 | 1 | 0.0% | — | 449 | +131 | 80.37% | Q3 2026 | Oct 21, 2026 |
| DANSKE BANK A/S | History | No change | 400 | 1 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 204 | 1 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Front Row Advisors LLC | History | No change | 250 | 1 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archer Investment Corp | History | No change | 454 | 1 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Quarry LP | History | No change | 408 | 1 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 272 | 1 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 278 | 1 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 256 | 1 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WILSEY ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 5.16% | — | -7,611,131 | -100.0% | Q3 2026 | Oct 21, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -61,010 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -44,442 | -100.0% | Q3 2026 | Oct 09, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -39,345 | -100.0% | Q3 2026 | Oct 28, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,248 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Parcion Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,650 | -100.0% | Q3 2026 | Oct 28, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,000 | -100.0% | Q3 2026 | Nov 04, 2026 |
| PDS Planning, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -18,898 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,535 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,467 | -100.0% | Q3 2026 | Nov 04, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,990 | -100.0% | Q3 2026 | Oct 27, 2026 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -13,604 | -100.0% | Q3 2026 | Nov 03, 2026 |
| QTR Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,508 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,026 | -100.0% | Q3 2026 | Nov 04, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,445 | -100.0% | Q3 2026 | Oct 09, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -11,201 | -100.0% | Q3 2026 | Oct 26, 2026 |
| True Wealth Design, LLC | History | Reduced | 82 | 0 | — | 0.0% | — | -3,689 | -97.83% | Q3 2026 | Oct 13, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,475 | -100.0% | Q3 2026 | Oct 15, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,029 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,777 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -1,053 | -100.0% | Q3 2026 | Oct 23, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -807 | -100.0% | Q3 2026 | Oct 20, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 200 | 0 | — | 0.0% | — | -800 | -80.0% | Q3 2026 | Nov 05, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -576 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -518 | -100.0% | Q3 2026 | Oct 07, 2026 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2026 | Nov 05, 2026 |
| JNBA Financial Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -489 | -100.0% | Q3 2026 | Nov 03, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -367 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Activest Wealth Management | History | Reduced | 25 | 0 | — | 0.0% | — | -294 | -92.16% | Q3 2026 | Oct 15, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -282 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Bare Financial Services, Inc | History | New | 136 | 0 | — | — | — | +136 | New | Q3 2026 | Nov 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -110 | -100.0% | Q3 2026 | Nov 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 107 | 0 | — | — | — | +107 | New | Q3 2026 | Oct 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -91 | -100.0% | Q3 2026 | Oct 29, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 87 | 0 | — | — | — | +87 | New | Q3 2026 | Oct 16, 2026 |
| Elyxium Wealth, LLC | History | New | 84 | 0 | — | — | — | +84 | New | Q3 2026 | Oct 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 148 | 0 | — | 0.0% | — | -77 | -34.22% | Q3 2026 | Nov 03, 2026 |
| Brooklyn FI, LLC | History | Closed out | 0 | 0 | — | — | — | -51 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Davis Capital Management | History | Added to | 77 | 0 | — | — | — | +50 | 185.19% | Q3 2026 | Oct 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 121 | 0 | — | — | — | +48 | 65.75% | Q3 2026 | Oct 09, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 69 | 0 | — | — | — | -44 | -38.94% | Q3 2026 | Oct 29, 2026 |
| Cromwell Holdings LLC | History | Reduced | 43 | 0 | — | — | — | -43 | -50.0% | Q3 2026 | Oct 28, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 19 | 0 | — | — | — | +19 | New | Q3 2026 | Oct 23, 2026 |
| Latitude Advisors, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Oct 27, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2026 | Oct 27, 2026 |
| PFS Partners, LLC | History | Added to | 287 | 0 | — | 0.0% | — | +6 | 2.14% | Q3 2026 | Oct 21, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 276 | 0 | — | 0.0% | — | +5 | 1.85% | Q3 2026 | Nov 02, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 44 | 0 | — | — | — | -1 | -2.22% | Q3 2026 | Oct 14, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 02, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 136 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ST GERMAIN D J CO INC | History | No change | 197 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HM PAYSON & CO | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 200 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Capital Management LLC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Silicon Valley Capital Partners | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| NVWM, LLC | History | No change | 124 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 215 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 155 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 219 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CVA Family Office, LLC | History | No change | 120 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 112 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Evolution Advisers, Inc. | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Abound Wealth Management | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Sachetta, LLC | History | No change | 162 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Caitlin John, LLC | History | No change | 76 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Private Wealth Management Group, LLC | History | No change | 151 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Mosley Wealth Management | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Ankerstar Wealth, LLC | History | No change | 101 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 167 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Clark Wealth Partners | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Cornerstone Financial Management LLC | History | No change | 117 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |