Moderna, Inc. - MRNA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026

13D/13G major owners: Ownership tab.

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.

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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
FMR LLC	History	No change	51,859,891	3,631,748	0.16%	0.16%	1	0	0.0%	Q2 2026	Aug 13, 2026
BlackRock, Inc.	History	No change	30,599,409	2,142,876	0.03%	0.03%	2	0	0.0%	Q2 2026	Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC	History	No change	23,208,792	1,625,311	0.03%	0.03%	3	0	0.0%	Q2 2026	Aug 13, 2026
Capital World Investors	History	No change	22,276,996	1,560,053	0.18%	0.18%	4	0	0.0%	Q2 2026	Aug 12, 2026
BAILLIE GIFFORD & CO	History	No change	18,206,778	1,275,020	1.16%	1.16%	5	0	0.0%	Q2 2026	Aug 06, 2026
STATE STREET CORP	History	No change	15,726,193	1,101,305	0.03%	0.03%	6	0	0.0%	Q2 2026	Sep 22, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC	History	No change	15,581,313	1,091,159	0.05%	0.05%	7	0	0.0%	Q2 2026	Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP	History	No change	10,487,474	734,437	0.06%	0.06%	8	0	0.0%	Q2 2026	Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC	History	No change	9,710,335	678,818	0.04%	0.04%	9	0	0.0%	Q2 2026	Aug 12, 2026
MORGAN STANLEY	History	No change	9,538,094	667,952	0.04%	0.04%	10	0	0.0%	Q2 2026	Aug 13, 2026
Theleme Partners LLP	History	No change	8,057,571	564,271	33.52%	33.52%	11	0	0.0%	Q2 2026	Aug 13, 2026
JANE STREET GROUP, LLC	History	No change	7,264,975	508,766	0.04%	0.04%	12	0	0.0%	Q2 2026	Aug 14, 2026
TWO SIGMA INVESTMENTS, LP	History	No change	7,242,430	507,187	0.37%	0.37%	13	0	0.0%	Q2 2026	Aug 14, 2026
CITADEL ADVISORS LLC	History	No change	6,232,496	436,461	0.05%	0.05%	14	0	0.0%	Q2 2026	Sep 02, 2026
Invesco Ltd.	History	No change	5,780,299	404,794	0.03%	0.03%	15	0	0.0%	Q2 2026	Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/	History	No change	5,589,560	391,438	0.04%	0.04%	16	0	0.0%	Q2 2026	Aug 14, 2026
UBS Group AG	History	No change	5,167,737	361,896	0.05%	0.05%	17	0	0.0%	Q2 2026	Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	History	No change	4,838,884	338,867	0.05%	0.05%	18	0	0.0%	Q2 2026	Aug 14, 2026
GOLDMAN SACHS GROUP INC	History	No change	4,796,950	335,930	0.03%	0.03%	19	0	0.0%	Q2 2026	Aug 14, 2026
Flagship Pioneering, LLC	History	No change	4,632,149	324,389	21.07%	21.07%	20	0	0.0%	Q2 2026	Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS	History	No change	4,379,302	321,810	0.11%	0.11%	21	0	0.0%	Q2 2026	Aug 13, 2026
IMC-Chicago, LLC	History	No change	4,238,400	296,815	0.07%	0.07%	22	0	0.0%	Q2 2026	Aug 06, 2026
Tidal Investments LLC	History	No change	3,933,378	275,454	0.48%	0.48%	23	0	0.0%	Q2 2026	Aug 13, 2026
Douglas Lane & Associates, LLC	History	Reduced	1,160,945	223,563	3.0%	1.28%	24	-182,534	-13.59%	Q3 2026	Oct 09, 2026
NORGES BANK	History	No change	3,026,074	211,915	0.02%	0.02%	25	0	0.0%	Q2 2026	Aug 12, 2026
NORTHERN TRUST CORP	History	No change	2,985,329	209,062	0.02%	0.02%	26	0	0.0%	Q2 2026	Aug 13, 2026
D. E. Shaw & Co., Inc.	History	No change	2,865,651	200,681	0.1%	0.1%	27	0	0.0%	Q2 2026	Aug 14, 2026
NATIONAL BANK OF CANADA /FI/	History	No change	1,438,392	194,946	0.14%	0.14%	28	0	0.0%	Q2 2026	Aug 10, 2026
BANQUE PICTET & CIE SA	History	No change	2,699,402	189,039	1.18%	1.18%	29	0	0.0%	Q2 2026	Jul 24, 2026
CITIGROUP INC	History	No change	2,500,414	175,103	0.06%	0.06%	30	0	0.0%	Q2 2026	Aug 03, 2026
DIMENSIONAL FUND ADVISORS LP	History	No change	2,468,775	172,876	0.03%	0.03%	31	0	0.0%	Q2 2026	Aug 11, 2026
WELLINGTON MANAGEMENT GROUP LLP	History	No change	2,461,574	172,384	0.03%	0.03%	32	0	0.0%	Q2 2026	Aug 14, 2026
LMR Partners LLP	History	No change	2,446,755	171,346	0.64%	0.64%	33	0	0.0%	Q2 2026	Aug 14, 2026
Merck & Co., Inc.	History	No change	2,308,190	161,642	30.71%	30.71%	34	0	0.0%	Q2 2026	Aug 07, 2026
BAMCO INC /NY/	History	No change	1,989,386	139,316	0.21%	0.21%	35	0	0.0%	Q2 2026	Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO	History	No change	1,987,627	139,193	0.03%	0.03%	36	0	0.0%	Q2 2026	Aug 13, 2026
FEDERATED HERMES, INC.	History	No change	1,794,778	125,688	0.18%	0.18%	37	0	0.0%	Q2 2026	Aug 12, 2026
Bank of New York Mellon Corp	History	No change	1,701,675	119,168	0.02%	0.02%	38	0	0.0%	Q2 2026	Aug 06, 2026
BARCLAYS PLC	History	No change	1,657,826	116,097	0.02%	0.02%	39	0	0.0%	Q2 2026	Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	No change	1,521,849	106,575	0.02%	0.02%	40	0	0.0%	Q2 2026	Aug 13, 2026
BANK OF AMERICA CORP /DE/	History	No change	1,409,679	98,719	0.01%	0.01%	41	0	0.0%	Q2 2026	Aug 14, 2026
SIMPLEX TRADING, LLC	History	No change	1,338,558	93,739	0.05%	0.05%	42	0	0.0%	Q2 2026	Aug 12, 2026
Qube Research & Technologies Ltd	History	No change	1,333,457	93,390	0.09%	0.09%	43	0	0.0%	Q2 2026	Aug 14, 2026
JPMORGAN CHASE & CO	History	No change	1,274,252	89,965	0.0%	0.0%	44	0	0.0%	Q2 2026	Aug 12, 2026
PERCEPTIVE ADVISORS LLC	History	No change	1,000,000	70,030	1.05%	1.05%	45	0	0.0%	Q2 2026	Aug 14, 2026
Allianz Asset Management GmbH	History	No change	984,497	68,944	0.06%	0.06%	46	0	0.0%	Q2 2026	Sep 02, 2026
DEUTSCHE BANK AG\	History	No change	983,450	68,871	0.02%	0.02%	47	0	0.0%	Q2 2026	Aug 07, 2026
Affinity Asset Advisors, LLC	History	No change	975,000	68,279	3.09%	3.09%	48	0	0.0%	Q2 2026	Aug 13, 2026
ROYAL BANK OF CANADA	History	No change	944,457	66,139	0.01%	0.01%	49	0	0.0%	Q2 2026	Aug 14, 2026
Walleye Trading LLC	History	No change	939,266	65,776	0.08%	0.08%	50	0	0.0%	Q2 2026	Aug 03, 2026
Amundi	History	No change	888,779	62,241	0.02%	0.02%	51	0	0.0%	Q2 2026	Aug 11, 2026
Legal & General Group Plc	History	No change	883,075	61,841	0.01%	0.01%	52	0	0.0%	Q2 2026	Aug 14, 2026
GROUP ONE TRADING LLC	History	No change	872,715	61,116	0.09%	0.09%	53	0	0.0%	Q2 2026	Aug 13, 2026
RHUMBLINE ADVISERS	History	No change	809,853	56,713	0.04%	0.04%	54	0	0.0%	Q2 2026	Aug 11, 2026
Lingotto Investment Management LLP	History	No change	763,907	53,496	1.15%	1.15%	55	0	0.0%	Q2 2026	Jul 29, 2026
Nuveen, LLC	History	No change	762,777	53,417	0.01%	0.01%	56	0	0.0%	Q2 2026	Aug 11, 2026
Vanguard Global Advisers, LLC	History	No change	737,973	51,680	0.02%	0.02%	57	0	0.0%	Q2 2026	Aug 13, 2026
MILLENNIUM MANAGEMENT LLC	History	No change	728,715	51,031	0.02%	0.02%	58	0	0.0%	Q2 2026	Aug 14, 2026
LETKO, BROSSEAU & ASSOCIATES INC	History	No change	724,830	50,759	0.75%	0.75%	59	0	0.0%	Q2 2026	Aug 13, 2026
Telemark Asset Management, LLC	History	No change	700,000	49,021	3.54%	3.54%	60	0	0.0%	Q2 2026	Aug 10, 2026
Step Capital Management Pte. Ltd.	History	No change	695,000	48,670	10.51%	10.51%	61	0	0.0%	Q2 2026	Aug 12, 2026
HSBC HOLDINGS PLC	History	No change	676,499	48,160	0.02%	0.02%	62	0	0.0%	Q2 2026	Aug 14, 2026
Swiss National Bank	History	No change	679,900	47,613	0.02%	0.02%	63	0	0.0%	Q2 2026	Aug 11, 2026
Caption Management, LLC	History	No change	676,500	47,375	0.22%	0.22%	64	0	0.0%	Q2 2026	Aug 14, 2026
Squarepoint Ops LLC	History	No change	650,731	45,570	0.05%	0.05%	65	0	0.0%	Q2 2026	Aug 14, 2026
Pictet Asset Management Holding SA	History	No change	602,512	42,018	0.04%	0.04%	66	0	0.0%	Q2 2026	Jul 30, 2026
Alyeska Investment Group, L.P.	History	No change	560,819	39,274	0.1%	0.1%	67	0	0.0%	Q2 2026	Aug 14, 2026
Trexquant Investment LP	History	No change	505,160	35,376	0.21%	0.21%	68	0	0.0%	Q2 2026	Aug 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	History	No change	495,786	34,719	0.02%	0.02%	69	0	0.0%	Q2 2026	Aug 14, 2026
OFI INVEST ASSET MANAGEMENT	History	No change	547,881	33,559	0.33%	0.33%	70	0	0.0%	Q2 2026	Jul 17, 2026
AQR CAPITAL MANAGEMENT LLC	History	No change	479,141	33,554	0.01%	0.01%	71	0	0.0%	Q2 2026	Aug 14, 2026
Susquehanna Portfolio Strategies, LLC	History	No change	471,043	32,987	0.53%	0.53%	72	0	0.0%	Q2 2026	Aug 14, 2026
Alphadyne Asset Management LP	History	No change	466,200	32,647	0.31%	0.31%	73	0	0.0%	Q2 2026	Aug 14, 2026
Mount Capital Ltd	History	No change	457,900	32,066	12.1%	12.1%	74	0	0.0%	Q2 2026	Aug 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd.	History	No change	450,036	31,516	0.02%	0.02%	75	0	0.0%	Q2 2026	Aug 07, 2026
Russell Investments Group, Ltd.	History	No change	447,448	31,331	0.03%	0.03%	76	0	0.0%	Q2 2026	Aug 06, 2026
BANK OF MONTREAL /CAN/	History	No change	430,089	30,119	0.01%	0.01%	77	0	0.0%	Q2 2026	Aug 12, 2026
Ikarian Capital, LLC	History	No change	400,000	28,012	3.02%	3.02%	78	0	0.0%	Q2 2026	Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	History	No change	395,278	27,681	0.03%	0.03%	79	0	0.0%	Q2 2026	Aug 24, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE	History	No change	387,074	27,106	0.02%	0.02%	80	0	0.0%	Q2 2026	Sep 09, 2026
CAPITAL FUND MANAGEMENT S.A.	History	No change	385,858	27,021	0.12%	0.12%	81	0	0.0%	Q2 2026	Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC	History	No change	385,424	26,991	0.01%	0.01%	82	0	0.0%	Q2 2026	Aug 04, 2026
VOYA INVESTMENT MANAGEMENT LLC	History	No change	358,352	25,095	0.02%	0.02%	83	0	0.0%	Q2 2026	Aug 12, 2026
VANGUARD ASSET MANAGEMENT, Ltd	History	No change	330,089	23,116	0.02%	0.02%	84	0	0.0%	Q2 2026	Aug 13, 2026
TD ASSET MANAGEMENT INC	History	No change	318,122	22,278	0.02%	0.02%	85	0	0.0%	Q2 2026	Aug 04, 2026
HRT FINANCIAL LP	History	No change	315,800	22,115	0.04%	0.04%	86	0	0.0%	Q2 2026	Aug 14, 2026
Candriam S.C.A.	History	No change	309,196	21,632	0.1%	0.1%	87	0	0.0%	Q2 2026	Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	History	No change	301,927	21,143	0.04%	0.04%	88	0	0.0%	Q2 2026	Aug 10, 2026
CAPSTONE INVESTMENT ADVISORS, LLC	History	No change	299,200	20,952	0.04%	0.04%	89	0	0.0%	Q2 2026	Aug 17, 2026
ALLIANCEBERNSTEIN L.P.	History	No change	398,005	20,218	0.01%	0.01%	90	0	0.0%	Q2 2026	Aug 14, 2026
PEAK6 LLC	History	No change	287,900	20,161	0.04%	0.04%	91	0	0.0%	Q2 2026	Aug 12, 2026
ALGERT GLOBAL LLC	History	No change	274,820	19,245	0.23%	0.23%	92	0	0.0%	Q2 2026	Aug 13, 2026
Leonteq Securities AG	History	No change	267,131	18,707	0.64%	0.64%	93	0	0.0%	Q2 2026	Jul 27, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM	History	No change	263,099	18,425	0.03%	0.03%	94	0	0.0%	Q2 2026	Jul 23, 2026
Militia Capital Management LLC	History	No change	257,201	18,011	0.53%	0.53%	95	0	0.0%	Q2 2026	Aug 12, 2026
Walleye Capital LLC	History	No change	249,281	17,457	0.06%	0.06%	96	0	0.0%	Q2 2026	Aug 03, 2026
SG Americas Securities, LLC	History	No change	330,120	17,317	0.01%	0.01%	97	0	0.0%	Q2 2026	Aug 07, 2026
PLUSTICK MANAGEMENT LLC	History	No change	245,000	17,157	6.38%	6.38%	98	0	0.0%	Q2 2026	Aug 14, 2026
CREDIT AGRICOLE S A	History	No change	235,537	16,494	0.03%	0.03%	99	0	0.0%	Q2 2026	Aug 14, 2026
Point72 Asset Management, L.P.	History	No change	221,600	15,518	0.02%	0.02%	100	0	0.0%	Q2 2026	Aug 14, 2026
Woodline Partners LP	History	No change	219,634	15,380	0.05%	0.05%	101	0	0.0%	Q2 2026	Aug 14, 2026
Quantinno Capital Management LP	History	No change	219,606	15,379	0.02%	0.02%	102	0	0.0%	Q2 2026	Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD	History	No change	213,808	14,972	0.01%	0.01%	103	0	0.0%	Q2 2026	Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND	History	No change	211,300	14,797	0.02%	0.02%	104	0	0.0%	Q2 2026	Jul 29, 2026
STRS OHIO	History	No change	209,874	14,697	0.06%	0.06%	105	0	0.0%	Q2 2026	Jul 30, 2026
STATE OF WISCONSIN INVESTMENT BOARD	History	No change	207,705	14,545	0.03%	0.03%	106	0	0.0%	Q2 2026	Aug 14, 2026
Capital Markets Trading UK LLP	History	No change	206,800	14,482	0.14%	0.14%	107	0	0.0%	Q2 2026	Aug 13, 2026
VAN ECK ASSOCIATES CORP	History	No change	200,116	14,014	0.01%	0.01%	108	0	0.0%	Q2 2026	Aug 14, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC	History	No change	185,601	12,997	1.32%	1.32%	109	0	0.0%	Q2 2026	Jul 28, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	History	No change	182,734	12,797	0.04%	0.04%	110	0	0.0%	Q2 2026	Aug 10, 2026
Jain Global LLC	History	No change	181,264	12,693	0.05%	0.05%	111	0	0.0%	Q2 2026	Aug 14, 2026
Brevan Howard Capital Management LP	History	No change	181,105	12,682	0.09%	0.09%	112	0	0.0%	Q2 2026	Aug 14, 2026
Chevy Chase Trust Holdings, LLC	History	No change	170,580	11,945	0.03%	0.03%	113	0	0.0%	Q2 2026	Aug 14, 2026
PRUDENTIAL FINANCIAL INC	History	No change	169,201	11,849	0.01%	0.01%	114	0	0.0%	Q2 2026	Aug 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	History	No change	167,322	11,718	0.08%	0.08%	115	0	0.0%	Q2 2026	Aug 12, 2026
LPL Financial LLC	History	No change	162,378	11,371	0.0%	0.0%	116	0	0.0%	Q2 2026	Aug 07, 2026
Zurcher Kantonalbank (Zurich Cantonalbank)	History	No change	162,175	11,357	0.02%	0.02%	117	0	0.0%	Q2 2026	Aug 11, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.	History	No change	156,716	10,974	0.02%	0.02%	118	0	0.0%	Q2 2026	Aug 14, 2026
683 Capital Management, LLC	History	No change	156,000	10,924	0.54%	0.54%	119	0	0.0%	Q2 2026	Aug 14, 2026
Treasurer of the State of North Carolina	History	No change	154,987	10,854	0.03%	0.03%	120	0	0.0%	Q2 2026	Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P.	History	No change	152,718	10,694	0.01%	0.01%	121	0	0.0%	Q2 2026	Aug 14, 2026
Eversept Partners, LP	History	No change	152,122	10,653	0.55%	0.55%	122	0	0.0%	Q2 2026	Aug 14, 2026
CANADA LIFE ASSURANCE Co	History	No change	152,228	10,644	0.02%	0.02%	123	0	0.0%	Q2 2026	Aug 13, 2026
Jupiter Topco LLC	History	No change	151,972	10,638	0.0%	0.0%	124	0	0.0%	Q2 2026	Aug 14, 2026
DekaBank Deutsche Girozentrale	History	No change	220,245	10,583	0.02%	0.02%	125	0	0.0%	Q2 2026	Aug 05, 2026
RAYMOND JAMES FINANCIAL INC	History	No change	142,082	9,950	0.0%	0.0%	126	0	0.0%	Q2 2026	Aug 14, 2026
Y-Intercept (Hong Kong) Ltd	History	No change	139,861	9,794	0.19%	0.19%	127	0	0.0%	Q2 2026	Jul 13, 2026
AMERIPRISE FINANCIAL INC	History	No change	138,731	9,715	0.0%	0.0%	128	0	0.0%	Q2 2026	Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC	History	No change	136,706	9,573	0.13%	0.13%	129	0	0.0%	Q2 2026	Aug 14, 2026
XTX Topco Ltd	History	No change	123,281	8,633	0.11%	0.11%	130	0	0.0%	Q2 2026	Aug 14, 2026
WELLS FARGO & COMPANY/MN	History	No change	123,037	8,616	0.0%	0.0%	131	0	0.0%	Q2 2026	Aug 14, 2026
MACKENZIE FINANCIAL CORP	History	No change	116,245	8,140	0.01%	0.01%	132	0	0.0%	Q2 2026	Aug 13, 2026
Handelsbanken Fonder AB	History	No change	114,100	7,990	0.02%	0.02%	133	0	0.0%	Q2 2026	Jul 10, 2026
VICTORY CAPITAL MANAGEMENT INC	History	No change	113,860	7,973	0.0%	0.0%	134	0	0.0%	Q2 2026	Aug 07, 2026
Rafferty Asset Management, LLC	History	No change	111,906	7,836	0.02%	0.02%	135	0	0.0%	Q2 2026	Aug 14, 2026
Compagnie Lombard Odier SCmA	History	No change	111,582	7,814	0.08%	0.08%	136	0	0.0%	Q2 2026	Jul 29, 2026
AMERICAN CENTURY COMPANIES INC	History	No change	110,860	7,763	0.0%	0.0%	137	0	0.0%	Q2 2026	Aug 12, 2026
State of New Jersey Common Pension Fund D	History	No change	108,545	7,601	0.03%	0.03%	138	0	0.0%	Q2 2026	Aug 04, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	History	No change	106,564	7,460	0.01%	0.01%	139	0	0.0%	Q2 2026	Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	History	No change	103,730	7,264	0.02%	0.02%	140	0	0.0%	Q2 2026	Aug 17, 2026
PANAGORA ASSET MANAGEMENT INC	History	No change	103,601	7,255	0.02%	0.02%	141	0	0.0%	Q2 2026	Aug 06, 2026
Illinois Municipal Retirement Fund	History	No change	103,005	7,213	0.08%	0.08%	142	0	0.0%	Q2 2026	Aug 12, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD	History	No change	100,863	7,063	0.02%	0.02%	143	0	0.0%	Q2 2026	Aug 13, 2026
Czech National Bank	History	No change	100,517	7,039	0.04%	0.04%	144	0	0.0%	Q2 2026	Jul 08, 2026
DIADEMA PARTNERS LP	History	No change	100,000	7,003	0.88%	0.88%	145	0	0.0%	Q2 2026	Aug 14, 2026
Neuberger Berman Group LLC	History	No change	98,178	6,875	0.0%	0.0%	146	0	0.0%	Q2 2026	Aug 13, 2026
Crawford Fund Management, LLC	History	No change	96,500	6,757	1.03%	1.03%	147	0	0.0%	Q2 2026	Aug 14, 2026
CREDIT INDUSTRIEL ET COMMERCIAL	History	No change	96,348	6,747	0.43%	0.43%	148	0	0.0%	Q2 2026	Jul 24, 2026
TORONTO DOMINION BANK	History	No change	95,922	6,717	0.01%	0.01%	149	0	0.0%	Q2 2026	Aug 14, 2026
Mirae Asset Global Investments Co., Ltd.	History	No change	94,911	6,646	0.01%	0.01%	150	0	0.0%	Q2 2026	Jul 22, 2026
Bank Julius Baer & Co. Ltd, Zurich	History	No change	93,920	6,578	0.02%	0.02%	151	0	0.0%	Q2 2026	Aug 10, 2026
Creative Planning	History	No change	100,670	6,545	0.0%	0.0%	152	0	0.0%	Q2 2026	Aug 13, 2026
Arizona State Retirement System	History	No change	92,629	6,486	0.03%	0.03%	153	0	0.0%	Q2 2026	Aug 07, 2026
CIBC Bancorp USA Inc.	History	No change	91,461	6,404	0.01%	0.01%	154	0	0.0%	Q2 2026	Aug 13, 2026
Green Alpha Advisors, LLC	History	Reduced	33,191	6,391	4.33%	1.59%	155	-567	-1.68%	Q3 2026	Oct 08, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	History	No change	91,235	6,389	0.04%	0.04%	156	0	0.0%	Q2 2026	Aug 10, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM	History	No change	90,441	6,333	0.03%	0.03%	157	0	0.0%	Q2 2026	Jul 30, 2026
Cerity Partners LLC	History	No change	89,716	6,282	0.01%	0.01%	158	0	0.0%	Q2 2026	Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH	History	No change	88,164	6,243	0.01%	0.01%	159	0	0.0%	Q2 2026	Aug 06, 2026
Vontobel Holding Ltd.	History	No change	89,041	6,235	0.02%	0.02%	160	0	0.0%	Q2 2026	Aug 03, 2026
Marex Group Ltd	History	No change	88,575	6,202	0.03%	0.03%	161	0	0.0%	Q2 2026	Aug 14, 2026
Vanguard Investments Australia, Ltd.	History	No change	86,951	6,089	0.02%	0.02%	162	0	0.0%	Q2 2026	Aug 13, 2026
Banco Santander, S.A.	History	No change	86,677	6,069	0.04%	0.04%	163	0	0.0%	Q2 2026	Jul 29, 2026
Gallagher Capital Advisors, LLC	History	New	11,652	5,976	3.2%	—	164	+11,652	New	Q3 2026	Oct 09, 2026
SEI INVESTMENTS CO	History	No change	84,780	5,937	0.01%	0.01%	165	0	0.0%	Q2 2026	Aug 14, 2026
MetLife Investment Management, LLC	History	No change	80,961	5,669	0.03%	0.03%	166	0	0.0%	Q2 2026	Aug 13, 2026
Hamilton Wealth, LLC	History	No change	79,310	5,554	1.02%	1.02%	167	0	0.0%	Q2 2026	Aug 06, 2026
CIBC Asset Management Inc	History	No change	78,815	5,519	0.01%	0.01%	168	0	0.0%	Q2 2026	Aug 03, 2026
Man Group plc	History	No change	78,168	5,474	0.01%	0.01%	169	0	0.0%	Q2 2026	Aug 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	History	No change	77,999	5,462	0.03%	0.03%	170	0	0.0%	Q2 2026	Jul 17, 2026
KLP KAPITALFORVALTNING AS	History	No change	77,900	5,455	0.02%	0.02%	171	0	0.0%	Q2 2026	Aug 12, 2026
Financial Gravity Companies, Inc.	History	No change	76,081	5,327	0.86%	0.86%	172	0	0.0%	Q2 2026	Aug 05, 2026
Pacer Advisors, Inc.	History	No change	75,339	5,276	0.01%	0.01%	173	0	0.0%	Q2 2026	Aug 13, 2026
Casdin Capital, LLC	History	No change	75,000	5,252	0.26%	0.26%	174	0	0.0%	Q2 2026	Aug 14, 2026
Retirement Systems of Alabama	History	No change	74,184	5,195	0.02%	0.02%	175	0	0.0%	Q2 2026	Jul 28, 2026
NOMURA HOLDINGS INC	History	No change	73,137	5,121	0.01%	0.01%	176	0	0.0%	Q2 2026	Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	No change	70,829	4,960	0.0%	0.0%	177	0	0.0%	Q2 2026	Aug 07, 2026
EDMOND DE ROTHSCHILD HOLDING S.A.	History	No change	70,747	4,954	0.07%	0.07%	178	0	0.0%	Q2 2026	Aug 10, 2026
ProShare Advisors LLC	History	No change	70,621	4,945	0.01%	0.01%	179	0	0.0%	Q2 2026	Aug 11, 2026
DC Investments Management, LLC	History	No change	68,624	4,805	1.64%	1.64%	180	0	0.0%	Q2 2026	Aug 14, 2026
State of Tennessee, Department of Treasury	History	No change	67,822	4,749	0.01%	0.01%	181	0	0.0%	Q2 2026	Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	No change	66,546	4,660	0.01%	0.01%	182	0	0.0%	Q2 2026	Jul 29, 2026
NATIXIS	History	No change	66,370	4,647	0.02%	0.02%	183	0	0.0%	Q2 2026	Aug 13, 2026
Aufman Associates Inc	History	No change	65,687	4,578	1.82%	1.82%	184	0	0.0%	Q2 2026	Aug 12, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al	History	No change	63,350	4,436	0.03%	0.03%	185	0	0.0%	Q2 2026	Aug 25, 2026
China Universal Asset Management Co., Ltd.	History	No change	63,149	4,422	0.26%	0.26%	186	0	0.0%	Q2 2026	Jul 24, 2026
Empowered Funds, LLC	History	No change	63,142	4,421	0.02%	0.02%	187	0	0.0%	Q2 2026	Aug 14, 2026
Cetera Investment Advisers	History	No change	61,287	4,291	0.0%	0.0%	188	0	0.0%	Q2 2026	Aug 12, 2026
AMALGAMATED BANK	History	No change	61,219	4,287	0.03%	0.03%	189	0	0.0%	Q2 2026	Jul 23, 2026
Arrow Capital Pty Ltd	History	No change	60,000	4,201	3.57%	3.57%	190	0	0.0%	Q2 2026	Aug 05, 2026
DLD Asset Management, LP	History	No change	60,000	4,200	0.28%	0.28%	191	0	0.0%	Q2 2026	Aug 12, 2026
Cinctive Capital Management LP	History	No change	58,940	4,127	0.15%	0.15%	192	0	0.0%	Q2 2026	Aug 14, 2026
South Dakota Investment Council	History	No change	58,371	4,088	0.07%	0.07%	193	0	0.0%	Q2 2026	Aug 11, 2026
FIFTH THIRD BANCORP	History	No change	57,581	4,032	0.01%	0.01%	194	0	0.0%	Q2 2026	Aug 05, 2026
TUDOR INVESTMENT CORP ET AL	History	No change	57,400	4,019	0.01%	0.01%	195	0	0.0%	Q2 2026	Aug 14, 2026
Corient Private Wealth LP	History	No change	56,627	3,965	0.01%	0.01%	196	0	0.0%	Q2 2026	Aug 27, 2026
NEOS Investment Management LLC	History	No change	56,031	3,923	0.01%	0.01%	197	0	0.0%	Q2 2026	Aug 11, 2026
GUGGENHEIM CAPITAL LLC	History	No change	55,313	3,873	0.02%	0.02%	198	0	0.0%	Q2 2026	Aug 12, 2026
Utah Retirement Systems	History	No change	55,289	3,871	0.04%	0.04%	199	0	0.0%	Q2 2026	Aug 14, 2026
COMMERCE BANK	History	No change	55,243	3,868	0.02%	0.02%	200	0	0.0%	Q2 2026	Aug 12, 2026
Police & Firemen's Retirement System of New Jersey	History	No change	54,579	3,822	0.03%	0.03%	201	0	0.0%	Q2 2026	Jul 23, 2026
D.A. DAVIDSON & CO.	History	No change	54,290	3,801	0.02%	0.02%	202	0	0.0%	Q2 2026	Jul 24, 2026
EFG International AG	History	No change	54,259	3,799	0.07%	0.07%	203	0	0.0%	Q2 2026	Aug 14, 2026
Morningstar Investment Management LLC	History	No change	73,982	3,758	0.23%	0.23%	204	0	0.0%	Q2 2026	Jul 21, 2026
Westwood Wealth Management	History	No change	53,140	3,721	1.08%	1.08%	205	0	0.0%	Q2 2026	Aug 07, 2026
TANG CAPITAL MANAGEMENT LLC	History	No change	50,000	3,501	0.16%	0.16%	206	0	0.0%	Q2 2026	Aug 14, 2026
Lighthouse Investment Partners, LLC	History	No change	50,000	3,501	0.1%	0.1%	207	0	0.0%	Q2 2026	Aug 14, 2026
Farther Finance Advisors, LLC	History	Added to	17,622	3,393	0.02%	0.01%	208	+2,193	14.21%	Q3 2026	Oct 08, 2026
DnB Asset Management AS	History	No change	48,448	3,392	0.01%	0.01%	209	0	0.0%	Q2 2026	Aug 11, 2026
JONES FINANCIAL COMPANIES LLLP	History	No change	50,019	3,366	0.0%	0.0%	210	0	0.0%	Q2 2026	Aug 14, 2026
STIFEL FINANCIAL CORP	History	No change	47,962	3,358	0.0%	0.0%	211	0	0.0%	Q2 2026	Aug 12, 2026
Legal Advantage Investments, Inc.	History	No change	47,675	3,338	1.17%	1.17%	212	0	0.0%	Q2 2026	Jul 15, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	No change	46,403	3,249	0.0%	0.0%	213	0	0.0%	Q2 2026	Aug 19, 2026
J.P. Marvel Investment Advisors, LLC	History	No change	45,535	3,188	0.37%	0.37%	214	0	0.0%	Q2 2026	Jul 31, 2026
GAMMA Investing LLC	History	Added to	16,136	3,107	0.11%	0.04%	215	+1,657	11.44%	Q3 2026	Oct 08, 2026
BNP Paribas Asset Management Holding S.A.	History	No change	44,352	3,105	0.0%	0.0%	216	0	0.0%	Q2 2026	Aug 12, 2026
Mitsubishi UFJ Trust & Banking Corp	History	No change	44,306	3,102	0.01%	0.01%	217	0	0.0%	Q2 2026	Aug 06, 2026
Vanguard Personalized Indexing Management, LLC	History	No change	43,679	3,058	0.03%	0.03%	218	0	0.0%	Q2 2026	Aug 11, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND	History	No change	43,421	3,040	0.03%	0.03%	219	0	0.0%	Q2 2026	Jul 28, 2026
North Dakota State Investment Board	History	No change	43,152	3,021	0.12%	0.12%	220	0	0.0%	Q2 2026	Aug 04, 2026
L & S Advisors Inc	History	No change	41,976	2,939	0.3%	0.3%	221	0	0.0%	Q2 2026	Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC	History	No change	41,770	2,925	0.0%	0.0%	222	0	0.0%	Q2 2026	Sep 23, 2026
Federation des caisses Desjardins du Quebec	History	No change	41,572	2,911	0.01%	0.01%	223	0	0.0%	Q2 2026	Aug 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC	History	No change	40,868	2,861	0.03%	0.03%	224	0	0.0%	Q2 2026	Jul 16, 2026
EASTERN BANK	History	No change	14,578	2,807	0.04%	0.02%	225	0	0.0%	Q3 2026	Oct 05, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	History	No change	39,437	2,804	0.02%	0.02%	226	0	0.0%	Q2 2026	Aug 12, 2026
Parallax Volatility Advisers, L.P.	History	No change	39,458	2,763	0.0%	0.0%	227	0	0.0%	Q2 2026	Aug 14, 2026
XPONANCE LLC	History	No change	39,368	2,756	0.02%	0.02%	228	0	0.0%	Q2 2026	Aug 10, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS	History	No change	39,284	2,751	0.01%	0.01%	229	0	0.0%	Q2 2026	Aug 14, 2026
Employees Retirement System of Texas	History	No change	38,329	2,684	0.02%	0.02%	230	0	0.0%	Q2 2026	Aug 14, 2026
Mariner, LLC	History	No change	38,127	2,669	0.0%	0.0%	231	0	0.0%	Q2 2026	Aug 13, 2026
Rakuten Investment Management, Inc.	History	No change	37,441	2,609	0.01%	0.01%	232	0	0.0%	Q2 2026	Aug 17, 2026
M&T BANK CORP	History	No change	36,733	2,571	0.01%	0.01%	233	0	0.0%	Q2 2026	Aug 04, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	History	No change	36,426	2,550	0.02%	0.02%	234	0	0.0%	Q2 2026	Aug 11, 2026
180 WEALTH ADVISORS, LLC	History	No change	35,750	2,503	0.25%	0.25%	235	0	0.0%	Q2 2026	Jul 07, 2026
MARSHALL WACE, LLP	History	No change	35,263	2,469	0.0%	0.0%	236	0	0.0%	Q2 2026	Aug 13, 2026
State of Alaska, Department of Revenue	History	No change	34,601	2,423	0.02%	0.02%	237	0	0.0%	Q2 2026	Jul 20, 2026
PROFUND ADVISORS LLC	History	No change	33,142	2,320	0.06%	0.06%	238	0	0.0%	Q2 2026	Aug 11, 2026
EXCHANGE TRADED CONCEPTS, LLC	History	No change	33,110	2,318	0.01%	0.01%	239	0	0.0%	Q2 2026	Aug 11, 2026
Belpointe Asset Management LLC	History	No change	32,598	2,282	0.07%	0.07%	240	0	0.0%	Q2 2026	Jul 31, 2026
WITTENBERG INVESTMENT MANAGEMENT, INC.	History	No change	32,500	2,275	0.78%	0.78%	241	0	0.0%	Q2 2026	Aug 12, 2026
HighTower Advisors, LLC	History	No change	31,822	2,228	0.0%	0.0%	242	0	0.0%	Q2 2026	Aug 05, 2026
Edgestream Partners, L.P.	History	No change	31,821	2,228	0.07%	0.07%	243	0	0.0%	Q2 2026	Aug 11, 2026
SIH Partners, LLLP	History	No change	30,844	2,160	0.01%	0.01%	244	0	0.0%	Q2 2026	Aug 14, 2026
Daiwa Securities Group Inc.	History	No change	30,535	2,138	0.0%	0.0%	245	0	0.0%	Q2 2026	Jul 31, 2026
OSAIC HOLDINGS, INC.	History	No change	30,317	2,123	0.0%	0.0%	246	0	0.0%	Q2 2026	Aug 14, 2026
Privium Fund Management B.V.	History	No change	29,994	2,100	0.39%	0.39%	247	0	0.0%	Q2 2026	Aug 07, 2026
ALLSTATE CORP	History	No change	29,980	2,099	0.02%	0.02%	248	0	0.0%	Q2 2026	Aug 13, 2026
Nicollet Investment Management, Inc.	History	No change	29,756	2,084	0.64%	0.64%	249	0	0.0%	Q2 2026	Aug 05, 2026
GABELLI FUNDS LLC	History	No change	29,500	2,065	0.01%	0.01%	250	0	0.0%	Q2 2026	Aug 12, 2026
Fortis Capital Advisors, LLC	History	No change	29,428	2,060	0.23%	0.23%	251	0	0.0%	Q2 2026	Jul 31, 2026
NATIXIS ADVISORS, LLC	History	No change	28,886	2,022	0.0%	0.0%	252	0	0.0%	Q2 2026	Aug 14, 2026
Cresset Asset Management, LLC	History	No change	28,359	1,985	0.01%	0.01%	253	0	0.0%	Q2 2026	Aug 14, 2026
MEITAV INVESTMENT HOUSE LTD	History	No change	27,143	1,900	0.01%	0.01%	254	0	0.0%	Q2 2026	Jul 20, 2026
Jump Financial, LLC	History	No change	27,031	1,892	0.02%	0.02%	255	0	0.0%	Q2 2026	Aug 13, 2026
Scientech Research LLC	History	No change	26,826	1,878	1.52%	1.52%	256	0	0.0%	Q2 2026	Aug 14, 2026
BDF-GESTION	History	No change	17,370	1,857	0.25%	0.25%	257	0	0.0%	Q2 2026	Jul 07, 2026
NISA INVESTMENT ADVISORS, LLC	History	No change	26,355	1,845	0.01%	0.01%	258	0	0.0%	Q2 2026	Aug 10, 2026
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.	History	No change	25,218	1,766	0.11%	0.11%	259	0	0.0%	Q2 2026	Aug 13, 2026
Merit Financial Group, LLC	History	No change	25,205	1,765	0.01%	0.01%	260	0	0.0%	Q2 2026	Jul 20, 2026
Swiss Life Asset Management Ltd	History	No change	25,088	1,756	0.01%	0.01%	261	0	0.0%	Q2 2026	Jul 29, 2026
Elevated Private Wealth, LLC	History	No change	25,040	1,753	1.66%	1.66%	262	0	0.0%	Q2 2026	Jul 30, 2026
QUATTRO FINANCIAL ADVISORS LLC	History	No change	25,000	1,750	0.37%	0.37%	263	0	0.0%	Q2 2026	Jul 16, 2026
Jefferies Financial Group Inc.	History	No change	24,729	1,731	0.01%	0.01%	264	0	0.0%	Q2 2026	Aug 17, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	History	No change	24,218	1,695	0.3%	0.3%	265	0	0.0%	Q2 2026	Jul 09, 2026
FIRST TRUST ADVISORS LP	History	No change	24,102	1,687	0.0%	0.0%	266	0	0.0%	Q2 2026	Aug 11, 2026
Allspring Global Investments Holdings, LLC	History	No change	23,274	1,687	0.0%	0.0%	267	0	0.0%	Q2 2026	Aug 13, 2026
Summit Trail Advisors, LLC	History	No change	24,030	1,682	0.02%	0.02%	268	0	0.0%	Q2 2026	Aug 11, 2026
CX Institutional	History	Reduced	8,675	1,671	0.05%	0.02%	269	-45	-0.52%	Q3 2026	Oct 02, 2026
FRANKLIN RESOURCES INC	History	No change	23,838	1,669	0.0%	0.0%	270	0	0.0%	Q2 2026	Aug 13, 2026
UniSuper Management Pty Ltd	History	No change	23,601	1,652	0.01%	0.01%	271	0	0.0%	Q2 2026	Aug 14, 2026
Hudson Bay Capital Management LP	History	No change	23,401	1,638	0.0%	0.0%	272	0	0.0%	Q2 2026	Aug 14, 2026
Virtus Investment Advisers, LLC	History	No change	23,300	1,631	0.38%	0.38%	273	0	0.0%	Q2 2026	Aug 11, 2026
CenterStar Asset Management, LLC	History	New	8,400	1,617	0.38%	—	274	+8,400	New	Q3 2026	Oct 09, 2026
CANTOR FITZGERALD, L. P.	History	No change	22,772	1,594	0.02%	0.02%	275	0	0.0%	Q2 2026	Aug 14, 2026
Kentucky Retirement Systems	History	No change	22,621	1,584	0.04%	0.04%	276	0	0.0%	Q2 2026	Aug 14, 2026
CreativeOne Wealth, LLC	History	No change	22,494	1,575	0.03%	0.03%	277	0	0.0%	Q2 2026	Aug 13, 2026
AXQ CAPITAL, LP	History	No change	22,477	1,574	0.17%	0.17%	278	0	0.0%	Q2 2026	Aug 06, 2026
Valeo Financial Advisors, LLC	History	Added to	8,147	1,568	0.03%	0.01%	279	+735	9.92%	Q3 2026	Oct 08, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	History	No change	22,078	1,546	0.0%	0.0%	280	0	0.0%	Q2 2026	Aug 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	No change	21,940	1,537	0.0%	0.0%	281	0	0.0%	Q2 2026	Aug 14, 2026
Blue Sky Capital Consultants Group, Inc.	History	No change	21,943	1,536	0.66%	0.66%	282	0	0.0%	Q2 2026	Aug 04, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	No change	21,479	1,504	0.01%	0.01%	283	0	0.0%	Q2 2026	Aug 13, 2026
FRED ALGER MANAGEMENT, LLC	History	No change	21,435	1,501	0.01%	0.01%	284	0	0.0%	Q2 2026	Aug 14, 2026
Norinchukin Bank, The	History	No change	21,383	1,497	0.01%	0.01%	285	0	0.0%	Q2 2026	Aug 14, 2026
Trust Asset Management LLC	History	No change	3,866	1,478	0.2%	0.2%	286	0	0.0%	Q2 2026	Jul 07, 2026
Asset Management One Co., Ltd.	History	No change	21,002	1,470	0.0%	0.0%	287	0	0.0%	Q2 2026	Jul 28, 2026
Catalyst Funds Management Pty Ltd	History	No change	20,976	1,468	0.08%	0.08%	288	0	0.0%	Q2 2026	Aug 10, 2026
Pathstone Holdings, LLC	History	No change	20,938	1,467	0.0%	0.0%	289	0	0.0%	Q2 2026	Aug 13, 2026
Rockefeller Capital Management L.P.	History	No change	20,783	1,455	0.0%	0.0%	290	0	0.0%	Q2 2026	Aug 13, 2026
Sumitomo Mitsui Trust Group, Inc.	History	No change	20,757	1,453	0.0%	0.0%	291	0	0.0%	Q2 2026	Jul 30, 2026
Owen LaRue, LLC	History	No change	20,200	1,414	0.49%	0.49%	292	0	0.0%	Q2 2026	Jul 22, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	History	No change	20,000	1,401	0.0%	0.0%	293	0	0.0%	Q2 2026	Aug 14, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	History	No change	19,804	1,398	0.0%	0.0%	294	0	0.0%	Q2 2026	Aug 14, 2026
Montaka Global Pty Ltd	History	No change	19,950	1,397	0.79%	0.79%	295	0	0.0%	Q2 2026	Aug 11, 2026
Crossmark Global Holdings, Inc.	History	No change	19,587	1,371	0.02%	0.02%	296	0	0.0%	Q2 2026	Jul 16, 2026
JOHN G ULLMAN & ASSOCIATES INC	History	No change	19,551	1,369	0.17%	0.17%	297	0	0.0%	Q2 2026	Aug 11, 2026
GLENMEDE TRUST CO NA	History	No change	19,377	1,356	0.01%	0.01%	298	0	0.0%	Q2 2026	Aug 10, 2026
HARTFORD INVESTMENT MANAGEMENT CO	History	No change	19,361	1,355	0.04%	0.04%	299	0	0.0%	Q2 2026	Jul 15, 2026
E Fund Management Co., Ltd.	History	No change	19,359	1,355	0.03%	0.03%	300	0	0.0%	Q2 2026	Aug 10, 2026
Lake Hills Wealth Management, LLC	History	Reduced	6,913	1,331	0.61%	0.44%	301	-7,023	-50.39%	Q3 2026	Oct 07, 2026
Maryland State Retirement & Pension System	History	No change	18,791	1,315	0.02%	0.02%	302	0	0.0%	Q2 2026	Jul 30, 2026
Louisiana State Employees Retirement System	History	No change	18,000	1,260	0.02%	0.02%	303	0	0.0%	Q2 2026	Jul 21, 2026
TRUIST FINANCIAL CORP	History	No change	17,885	1,252	0.0%	0.0%	304	0	0.0%	Q2 2026	Jul 28, 2026
NOMURA ASSET MANAGEMENT CO LTD	History	No change	17,502	1,225	0.0%	0.0%	305	0	0.0%	Q2 2026	Aug 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD	History	No change	17,300	1,212	0.03%	0.03%	306	0	0.0%	Q2 2026	Jul 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	No change	17,711	1,209	0.0%	0.0%	307	0	0.0%	Q2 2026	Jul 15, 2026
Mirabaud & Cie SA	History	No change	17,154	1,201	0.48%	0.48%	308	0	0.0%	Q2 2026	Jul 08, 2026
Ensign Peak Advisors, Inc	History	No change	17,000	1,190	0.0%	0.0%	309	0	0.0%	Q2 2026	Aug 14, 2026
Clear Street Group Inc.	History	No change	16,968	1,188	0.0%	0.0%	310	0	0.0%	Q2 2026	Aug 12, 2026
CIBC WORLD MARKET INC.	History	No change	16,797	1,176	0.0%	0.0%	311	0	0.0%	Q2 2026	Aug 13, 2026
Wedmont Private Capital	History	Added to	5,938	1,169	0.03%	0.01%	312	+2,116	55.36%	Q3 2026	Oct 09, 2026
Cambridge Investment Research Advisors, Inc.	History	No change	16,677	1,168	0.0%	0.0%	313	0	0.0%	Q2 2026	Jul 27, 2026
Lido Advisors, LLC	History	No change	16,522	1,157	0.0%	0.0%	314	0	0.0%	Q2 2026	Aug 07, 2026
SBI Securities Co., Ltd.	History	No change	16,425	1,150	0.03%	0.03%	315	0	0.0%	Q2 2026	Jul 22, 2026
Janney Montgomery Scott LLC	History	No change	16,278	1,140	0.0%	0.0%	316	0	0.0%	Q2 2026	Aug 05, 2026
QRG CAPITAL MANAGEMENT, INC.	History	No change	15,957	1,117	0.01%	0.01%	317	0	0.0%	Q2 2026	Sep 23, 2026
Ethic Inc.	History	No change	15,694	1,099	0.01%	0.01%	318	0	0.0%	Q2 2026	Jul 29, 2026
Wealthfront Advisers LLC	History	No change	15,621	1,093	0.0%	0.0%	319	0	0.0%	Q2 2026	Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS	History	No change	15,541	1,088	0.0%	0.0%	320	0	0.0%	Q2 2026	Aug 13, 2026
MIZUHO SECURITIES USA LLC	History	No change	21,023	1,067	0.03%	0.03%	321	0	0.0%	Q2 2026	Jul 24, 2026
Grey Ledge Advisors, LLC	History	No change	15,145	1,060	0.21%	0.21%	322	0	0.0%	Q2 2026	Jul 27, 2026
Union Bancaire Privee, UBP SA	History	No change	15,200	1,058	0.01%	0.01%	323	0	0.0%	Q2 2026	Jul 16, 2026
Altshuler Shaham Ltd	History	No change	15,100	1,057	0.01%	0.01%	324	0	0.0%	Q2 2026	Aug 12, 2026
Arkadios Wealth Advisors	History	No change	15,033	1,052	0.02%	0.02%	325	0	0.0%	Q2 2026	Aug 10, 2026
Sanctuary Advisors, LLC	History	No change	15,018	1,051	0.0%	0.0%	326	0	0.0%	Q2 2026	Aug 13, 2026
Aberdeen Group plc	History	No change	14,995	1,050	0.0%	0.0%	327	0	0.0%	Q2 2026	Jul 31, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd.	History	No change	14,841	1,039	0.23%	0.23%	328	0	0.0%	Q2 2026	Aug 13, 2026
Robertson Stephens Wealth Management, LLC	History	No change	14,682	1,028	0.03%	0.03%	329	0	0.0%	Q2 2026	Jul 29, 2026
Moors & Cabot, Inc.	History	No change	14,616	1,023	0.04%	0.04%	330	0	0.0%	Q2 2026	Aug 10, 2026
US BANCORP \DE\	History	No change	14,487	1,014	0.0%	0.0%	331	0	0.0%	Q2 2026	Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	No change	14,469	1,013	0.0%	0.0%	332	0	0.0%	Q2 2026	Aug 12, 2026
Focus Partners Wealth	History	No change	14,472	1,013	0.0%	0.0%	333	0	0.0%	Q2 2026	Aug 12, 2026
LAZARD ASSET MANAGEMENT LLC	History	No change	14,126	989	0.0%	0.0%	334	0	0.0%	Q2 2026	Aug 14, 2026
Bank Pictet & Cie (Europe) AG	History	No change	13,947	976	0.02%	0.02%	335	0	0.0%	Q2 2026	Jul 24, 2026
BROWN ADVISORY INC	History	No change	13,889	972	0.0%	0.0%	336	0	0.0%	Q2 2026	Aug 14, 2026
MUFG Securities EMEA plc	History	No change	13,822	967	0.01%	0.01%	337	0	0.0%	Q2 2026	Aug 12, 2026
OMERS ADMINISTRATION Corp	History	No change	13,458	942	0.01%	0.01%	338	0	0.0%	Q2 2026	Aug 13, 2026
Old Port Advisors	History	No change	13,386	937	0.18%	0.18%	339	0	0.0%	Q2 2026	Jul 21, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC	History	No change	13,077	915	0.01%	0.01%	340	0	0.0%	Q2 2026	Aug 14, 2026
Nykredit A/S	History	No change	13,042	913	0.0%	0.0%	341	0	0.0%	Q2 2026	Sep 08, 2026
Ausdal Financial Partners, Inc.	History	No change	12,894	902	0.04%	0.04%	342	0	0.0%	Q2 2026	Aug 14, 2026
Banque Transatlantique SA	History	No change	21,793	895	0.02%	0.02%	343	0	0.0%	Q2 2026	Jul 30, 2026
Generali Investments CEE, investicni spolecnost, a.s.	History	No change	12,700	889	0.04%	0.04%	344	0	0.0%	Q2 2026	Jul 13, 2026
PensionDanmark Pensionsforsikringsaktieselskab	History	No change	12,353	865	0.01%	0.01%	345	0	0.0%	Q2 2026	Jul 08, 2026
OSSIAM	History	No change	12,237	856	0.01%	0.01%	346	0	0.0%	Q2 2026	Aug 13, 2026
CI INVESTMENTS INC.	History	No change	12,208	854	0.0%	0.0%	347	0	0.0%	Q2 2026	Aug 13, 2026
Kestra Advisory Services, LLC	History	No change	12,016	841	0.0%	0.0%	348	0	0.0%	Q2 2026	Jul 28, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd	History	No change	11,938	836	0.01%	0.01%	349	0	0.0%	Q2 2026	Jul 22, 2026
Baird Financial Group, Inc.	History	No change	11,918	834	0.0%	0.0%	350	0	0.0%	Q2 2026	Aug 12, 2026
Annis Gardner Whiting Capital Advisors, LLC	History	No change	11,813	827	0.12%	0.12%	351	0	0.0%	Q2 2026	Aug 10, 2026
Bridgewater Associates, LP	History	No change	11,527	807	0.0%	0.0%	352	0	0.0%	Q2 2026	Aug 14, 2026
KBC Group NV	History	No change	11,517	807	0.0%	0.0%	353	0	0.0%	Q2 2026	Aug 05, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	History	No change	11,322	792	0.01%	0.01%	354	0	0.0%	Q2 2026	Aug 12, 2026
Quantbot Technologies LP	History	No change	11,211	785	0.03%	0.03%	355	0	0.0%	Q2 2026	Aug 12, 2026
HB Wealth Management, LLC	History	No change	11,169	782	0.0%	0.0%	356	0	0.0%	Q2 2026	Jul 29, 2026
Arax Advisory Partners	History	No change	11,012	771	0.01%	0.01%	357	0	0.0%	Q2 2026	Aug 10, 2026
Sterling Capital Management LLC	History	No change	10,948	766	0.01%	0.01%	358	0	0.0%	Q2 2026	Jul 28, 2026
PRAXIS INVESTMENT MANAGEMENT INC	History	No change	10,929	765	0.04%	0.04%	359	0	0.0%	Q2 2026	Aug 04, 2026
Fisher Asset Management, LLC	History	No change	10,854	760	0.0%	0.0%	360	0	0.0%	Q2 2026	Aug 04, 2026
Florida Trust Wealth Management Co	History	No change	10,719	750	0.02%	0.02%	361	0	0.0%	Q2 2026	Jul 27, 2026
MUFG SECURITIES AMERICAS INC.	History	No change	10,637	744	0.04%	0.04%	362	0	0.0%	Q2 2026	Aug 14, 2026
INTERCAPITAL, LLC	History	No change	10,500	735	0.18%	0.18%	363	0	0.0%	Q2 2026	Aug 14, 2026
Advisory Services Network, LLC	History	No change	10,464	732	0.01%	0.01%	364	0	0.0%	Q2 2026	Aug 12, 2026
LVM CAPITAL MANAGEMENT LTD/MI	History	No change	9,941	696	0.06%	0.06%	365	0	0.0%	Q2 2026	Jul 09, 2026
CIDEL ASSET MANAGEMENT INC	History	No change	9,908	693	0.03%	0.03%	366	0	0.0%	Q2 2026	Jul 17, 2026
SAXON INTERESTS, INC.	History	No change	9,831	688	0.19%	0.19%	367	0	0.0%	Q2 2026	Aug 12, 2026
Aspen Investment Management Inc	History	No change	9,790	686	0.18%	0.18%	368	0	0.0%	Q2 2026	Jul 17, 2026
BRANDYWINE MANAGERS, LLC	History	No change	9,510	665	0.33%	0.33%	369	0	0.0%	Q2 2026	Aug 13, 2026
Rathbones Group PLC	History	No change	9,474	663	0.0%	0.0%	370	0	0.0%	Q2 2026	Jul 23, 2026
IEQ CAPITAL, LLC	History	No change	9,448	661	0.0%	0.0%	371	0	0.0%	Q2 2026	Aug 11, 2026
Empirical Finance, LLC	History	No change	9,426	660	0.03%	0.03%	372	0	0.0%	Q2 2026	Aug 14, 2026
Kentucky Retirement Systems Insurance Trust Fund	History	No change	9,387	657	0.04%	0.04%	373	0	0.0%	Q2 2026	Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC	History	No change	9,260	648	0.01%	0.01%	374	0	0.0%	Q2 2026	Aug 13, 2026
Sankala Group LLC	History	No change	10,105	644	0.43%	0.43%	375	0	0.0%	Q2 2026	Aug 18, 2026
CoreCap Advisors, LLC	History	Reduced	3,324	640	0.02%	0.01%	376	-1,271	-27.66%	Q3 2026	Oct 08, 2026
KEYBANK NATIONAL ASSOCIATION/OH	History	No change	9,069	635	0.0%	0.0%	377	0	0.0%	Q2 2026	Jul 28, 2026
Concurrent Investment Advisors, LLC	History	No change	9,064	634	0.01%	0.01%	378	0	0.0%	Q2 2026	Jul 27, 2026
TOBAM	History	No change	8,956	627	0.15%	0.15%	379	0	0.0%	Q2 2026	Jul 31, 2026
Probity Advisors, Inc.	History	No change	8,947	626	0.09%	0.09%	380	0	0.0%	Q2 2026	Jul 31, 2026
OPPENHEIMER & CO INC	History	No change	8,817	617	0.01%	0.01%	381	0	0.0%	Q2 2026	Aug 03, 2026
Compound Planning, Inc.	History	No change	8,776	614	0.02%	0.02%	382	0	0.0%	Q2 2026	Aug 04, 2026
TB Alternative Assets Ltd.	History	No change	8,700	609	0.1%	0.1%	383	0	0.0%	Q2 2026	Jul 17, 2026
BROWN BROTHERS HARRIMAN & CO	History	No change	8,626	604	0.0%	0.0%	384	0	0.0%	Q2 2026	Aug 12, 2026
SECURIAN ASSET MANAGEMENT, INC	History	No change	9,384	580	0.02%	0.02%	385	0	0.0%	Q2 2026	Jul 23, 2026
Intrinsic Value Partners, LLC	History	No change	8,244	577	0.39%	0.39%	386	0	0.0%	Q2 2026	Jul 14, 2026
GATEWAY INVESTMENT ADVISERS LLC	History	No change	8,235	576	0.01%	0.01%	387	0	0.0%	Q2 2026	Jul 20, 2026
Eurizon Capital SGR S.p.A.	History	No change	8,189	572	0.0%	0.0%	388	0	0.0%	Q2 2026	Jul 29, 2026
AlphaGrep UK Ltd	History	No change	8,106	567	0.17%	0.17%	389	0	0.0%	Q2 2026	Aug 14, 2026
Forum Finance Group S.A.	History	No change	10,000	566	0.2%	0.2%	390	0	0.0%	Q2 2026	Aug 14, 2026
TOTH FINANCIAL ADVISORY CORP	History	Added to	2,934	565	0.06%	0.02%	391	+674	29.82%	Q3 2026	Oct 08, 2026
ROTHSCHILD INVESTMENT LLC	History	No change	8,058	564	0.02%	0.02%	392	0	0.0%	Q2 2026	Aug 06, 2026
BLAIR WILLIAM & CO/IL	History	No change	8,064	564	0.0%	0.0%	393	0	0.0%	Q2 2026	Aug 11, 2026
OneDigital Investment Advisors LLC	History	No change	7,996	559	0.0%	0.0%	394	0	0.0%	Q2 2026	Aug 06, 2026
GF FUND MANAGEMENT CO. LTD.	History	No change	7,839	548	0.01%	0.01%	395	0	0.0%	Q2 2026	Aug 07, 2026
Caprock Group, LLC	History	No change	7,765	543	0.01%	0.01%	396	0	0.0%	Q2 2026	Jul 27, 2026
BANK OF NOVA SCOTIA	History	No change	7,735	541	0.0%	0.0%	397	0	0.0%	Q2 2026	Aug 12, 2026
Meeder Advisory Services, Inc.	History	No change	7,734	541	0.02%	0.02%	398	0	0.0%	Q2 2026	Aug 07, 2026
Integrated Wealth Concepts LLC	History	No change	7,653	535	0.0%	0.0%	399	0	0.0%	Q2 2026	Sep 08, 2026
MATHER GROUP, LLC.	History	No change	7,604	532	0.0%	0.0%	400	0	0.0%	Q2 2026	Jul 27, 2026
New Insight Wealth Advisors	History	No change	7,566	529	0.16%	0.16%	401	0	0.0%	Q2 2026	Jul 27, 2026
SUMMITRY LLC	History	No change	7,460	522	0.02%	0.02%	402	0	0.0%	Q2 2026	Jul 21, 2026
Laird Norton Wetherby Trust Company, LLC	History	No change	7,352	514	0.01%	0.01%	403	0	0.0%	Q2 2026	Aug 14, 2026
IFP Advisors, Inc	History	No change	7,325	512	0.01%	0.01%	404	0	0.0%	Q2 2026	Jul 20, 2026
Engineers Gate Manager LP	History	No change	7,085	496	0.01%	0.01%	405	0	0.0%	Q2 2026	Aug 14, 2026
Summit Financial, LLC	History	No change	7,023	491	0.01%	0.01%	406	0	0.0%	Q2 2026	Aug 12, 2026
Polymer Capital Management (US) LLC	History	No change	7,002	490	0.06%	0.06%	407	0	0.0%	Q2 2026	Aug 14, 2026
VEGA INVESTMENT SOLUTIONS	History	No change	6,939	485	0.07%	0.07%	408	0	0.0%	Q2 2026	Aug 13, 2026
&PARTNERS	History	No change	6,902	483	0.0%	0.0%	409	0	0.0%	Q2 2026	Aug 14, 2026
Gainplan LLC	History	New	2,501	481	0.19%	—	410	+2,501	New	Q3 2026	Oct 08, 2026
Versant Capital Management, Inc	History	Added to	2,491	479	0.04%	0.01%	412	+302	13.8%	Q3 2026	Oct 01, 2026
New England Research & Management, Inc.	History	No change	6,850	479	0.19%	0.19%	411	0	0.0%	Q2 2026	Jul 09, 2026
AXA S.A.	History	No change	7,790	476	0.52%	0.52%	413	0	0.0%	Q2 2026	Aug 14, 2026
Sequoia Financial Advisors, LLC	History	No change	6,776	474	0.0%	0.0%	414	0	0.0%	Q2 2026	Jul 17, 2026
MML INVESTORS SERVICES, LLC	History	No change	6,761	473	0.0%	0.0%	415	0	0.0%	Q2 2026	Aug 07, 2026
TEMA ETFS LLC	History	No change	6,752	472	0.02%	0.02%	416	0	0.0%	Q2 2026	Jul 10, 2026
PRELUDE CAPITAL MANAGEMENT, LLC	History	No change	6,725	470	0.03%	0.03%	417	0	0.0%	Q2 2026	Aug 14, 2026
Motley Fool Asset Management LLC	History	No change	6,721	470	0.02%	0.02%	418	0	0.0%	Q2 2026	Aug 06, 2026
Vident Advisory, LLC	History	No change	6,613	463	0.0%	0.0%	419	0	0.0%	Q2 2026	Aug 12, 2026
EVERETT HARRIS & CO /CA/	History	No change	6,600	462	0.01%	0.01%	420	0	0.0%	Q2 2026	Aug 03, 2026
New Age Alpha Advisors, LLC	History	No change	6,604	462	0.02%	0.02%	421	0	0.0%	Q2 2026	Aug 13, 2026
V-Square Quantitative Management LLC	History	No change	6,532	457	0.04%	0.04%	422	0	0.0%	Q2 2026	Jul 27, 2026
Canada Post Corp Registered Pension Plan	History	No change	6,510	455	0.02%	0.02%	423	0	0.0%	Q2 2026	Jul 15, 2026
Metis Global Partners, LLC	History	No change	6,452	451	0.01%	0.01%	424	0	0.0%	Q2 2026	Aug 10, 2026
Private Advisor Group, LLC	History	No change	6,392	447	0.0%	0.0%	425	0	0.0%	Q2 2026	Jul 27, 2026
Savant Capital, LLC	History	No change	7,432	440	0.0%	0.0%	426	0	0.0%	Q2 2026	Aug 10, 2026
CAPITAL COUNSEL LLC/NY	History	No change	6,172	432	0.02%	0.02%	427	0	0.0%	Q2 2026	Aug 12, 2026
HERITAGE OAK WEALTH ADVISORS LLC	History	No change	6,113	428	0.13%	0.13%	428	0	0.0%	Q2 2026	Jul 23, 2026
Bullock Wealth Management Group	History	No change	2,268	428	0.18%	0.07%	429	0	0.0%	Q3 2026	Oct 09, 2026
Newlands Management Operations LLC	History	No change	6,053	423	0.0%	0.0%	430	0	0.0%	Q2 2026	Aug 14, 2026
TCW GROUP INC	History	No change	5,957	417	0.0%	0.0%	431	0	0.0%	Q2 2026	Aug 03, 2026
Horizon Investments, LLC	History	No change	5,913	414	0.0%	0.0%	432	0	0.0%	Q2 2026	Aug 13, 2026
J. Safra Sarasin Holding AG	History	No change	5,841	409	0.01%	0.01%	433	0	0.0%	Q2 2026	Jul 31, 2026
COMMERZBANK AKTIENGESELLSCHAFT /FI	History	No change	5,814	407	0.01%	0.01%	434	0	0.0%	Q2 2026	Aug 07, 2026
SYON CAPITAL LLC	History	No change	5,681	397	0.02%	0.02%	435	0	0.0%	Q2 2026	Aug 14, 2026
R Squared Ltd	History	No change	5,647	395	0.21%	0.21%	436	0	0.0%	Q2 2026	Aug 05, 2026
Atria Investments, Inc	History	No change	5,614	393	0.0%	0.0%	437	0	0.0%	Q2 2026	Jul 28, 2026
Financial Solutions Advisory Group, Inc.	History	No change	5,137	393	0.05%	0.05%	438	0	0.0%	Q2 2026	Jul 13, 2026
Vise Technologies, Inc.	History	No change	5,447	381	0.0%	0.0%	439	0	0.0%	Q2 2026	Aug 10, 2026
MassMutual Private Wealth & Trust, FSB	History	Added to	1,976	380	0.01%	0.0%	440	+159	8.75%	Q3 2026	Oct 05, 2026
National Philanthropic Trust	History	No change	5,366	375	0.01%	0.01%	441	0	0.0%	Q2 2026	Aug 14, 2026
BOSTON FAMILY OFFICE LLC	History	No change	5,315	372	0.02%	0.02%	442	0	0.0%	Q2 2026	Aug 12, 2026
BESSEMER GROUP INC	History	No change	5,305	371	0.0%	0.0%	443	0	0.0%	Q2 2026	Aug 12, 2026
Resona Asset Management Co.,Ltd.	History	No change	5,311	370	0.0%	0.0%	444	0	0.0%	Q2 2026	Jul 29, 2026
C M BIDWELL & ASSOCIATES LTD	History	No change	5,255	368	0.15%	0.15%	445	0	0.0%	Q2 2026	Aug 11, 2026
Apollon Wealth Management, LLC	History	No change	5,260	368	0.0%	0.0%	446	0	0.0%	Q2 2026	Jul 22, 2026
WESTWOOD HOLDINGS GROUP INC	History	No change	5,205	364	0.0%	0.0%	447	0	0.0%	Q2 2026	Aug 14, 2026
Snowden Capital Advisors LLC	History	No change	5,196	363	0.01%	0.01%	448	0	0.0%	Q2 2026	Aug 13, 2026
Frec Markets, Inc.	History	No change	5,100	357	0.03%	0.03%	449	0	0.0%	Q2 2026	Aug 13, 2026
Intesa Sanpaolo Wealth Management	History	No change	5,054	353	0.07%	0.07%	450	0	0.0%	Q2 2026	Jul 23, 2026
Avidian Wealth Enterprises, LLC	History	New	1,830	352	0.01%	—	453	+1,830	New	Q3 2026	Oct 08, 2026
Steward Partners Investment Advisory, LLC	History	No change	5,035	352	0.0%	0.0%	451	0	0.0%	Q2 2026	Aug 13, 2026
Groupe la Francaise	History	No change	5,053	352	0.0%	0.0%	452	0	0.0%	Q2 2026	Aug 25, 2026
Tower Research Capital LLC (TRC)	History	No change	5,006	350	0.01%	0.01%	454	0	0.0%	Q2 2026	Aug 11, 2026
Atlatl Advisers LLC	History	No change	5,000	350	0.08%	0.08%	455	0	0.0%	Q2 2026	Jul 22, 2026
Prime Capital Investment Advisors, LLC	History	No change	4,985	349	0.0%	0.0%	456	0	0.0%	Q2 2026	Aug 05, 2026
Orion Porfolio Solutions, LLC	History	No change	4,973	348	0.0%	0.0%	457	0	0.0%	Q2 2026	Aug 14, 2026
GREENLEAF TRUST	History	No change	4,964	347	0.0%	0.0%	458	0	0.0%	Q2 2026	Jul 21, 2026
World Investment Advisors	History	No change	6,784	344	0.01%	0.01%	459	0	0.0%	Q2 2026	Aug 13, 2026
City Center Advisors, LLC	History	New	1,774	341	0.26%	—	460	+1,774	New	Q3 2026	Oct 07, 2026
denkapparat Operations GmbH	History	No change	4,848	339	0.11%	0.11%	461	0	0.0%	Q2 2026	Aug 06, 2026
HANTZ FINANCIAL SERVICES, INC.	History	No change	4,789	335	0.0%	0.0%	462	0	0.0%	Q2 2026	Aug 13, 2026
Freestone Capital Holdings, LLC	History	No change	4,770	334	0.01%	0.01%	463	0	0.0%	Q2 2026	Jul 31, 2026
JEPPSON WEALTH MANAGEMENT, LLC	History	No change	4,758	333	0.1%	0.1%	464	0	0.0%	Q2 2026	Aug 04, 2026
MAI Capital Management	History	No change	4,745	332	0.0%	0.0%	465	0	0.0%	Q2 2026	Aug 14, 2026
Parallel Advisors, LLC	History	No change	4,672	327	0.0%	0.0%	466	0	0.0%	Q2 2026	Aug 05, 2026
EP Wealth Advisors, LLC	History	No change	4,641	325	0.0%	0.0%	467	0	0.0%	Q2 2026	Aug 11, 2026
Crestwood Advisors Group, LLC	History	No change	4,608	322	0.0%	0.0%	468	0	0.0%	Q2 2026	Aug 03, 2026
INTECH INVESTMENT MANAGEMENT LLC	History	No change	4,561	319	0.0%	0.0%	469	0	0.0%	Q2 2026	Aug 10, 2026
Callan Family Office, LLC	History	No change	4,529	317	0.01%	0.01%	470	0	0.0%	Q2 2026	Aug 11, 2026
CENTAURUS FINANCIAL, INC.	History	No change	4,477	314	0.01%	0.01%	471	0	0.0%	Q2 2026	Aug 17, 2026
Graham Capital Management, L.P.	History	No change	4,473	313	0.01%	0.01%	472	0	0.0%	Q2 2026	Aug 14, 2026
NewEdge Advisors, LLC	History	No change	4,364	305	0.0%	0.0%	473	0	0.0%	Q2 2026	Aug 12, 2026
Breakwater Capital Group	History	New	1,579	304	0.04%	—	475	+1,579	New	Q3 2026	Oct 08, 2026
SECTORAL ASSET MANAGEMENT INC	History	No change	4,350	304	0.21%	0.21%	474	0	0.0%	Q2 2026	Aug 14, 2026
Ipswich Investment Management Co., Inc.	History	No change	4,335	303	0.06%	0.06%	476	0	0.0%	Q2 2026	Jul 16, 2026
ALLIANZ SE	History	No change	4,326	302	0.0%	0.0%	477	0	0.0%	Q2 2026	Aug 10, 2026
GSA CAPITAL PARTNERS LLP	History	No change	4,235	297	0.02%	0.02%	478	0	0.0%	Q2 2026	Aug 06, 2026
SIGNATUREFD, LLC	History	No change	4,524	297	0.0%	0.0%	479	0	0.0%	Q2 2026	Jul 23, 2026
Proficio Capital Partners LLC	History	No change	4,251	297	0.01%	0.01%	480	0	0.0%	Q2 2026	Aug 14, 2026
Voleon Capital Management LP	History	No change	4,215	295	0.01%	0.01%	481	0	0.0%	Q2 2026	Aug 14, 2026
ALPS ADVISORS INC	History	No change	4,207	294	0.0%	0.0%	482	0	0.0%	Q2 2026	Jul 29, 2026
MELFA WEALTH MANAGEMENT, INC.	History	No change	4,199	294	0.16%	0.16%	483	0	0.0%	Q2 2026	Jul 24, 2026
Kovack Advisors, Inc.	History	No change	3,995	289	0.01%	0.01%	484	0	0.0%	Q2 2026	Jul 28, 2026
Allworth Financial LP	History	No change	4,123	288	0.0%	0.0%	485	0	0.0%	Q2 2026	Aug 11, 2026
DAYMARK WEALTH PARTNERS, LLC	History	No change	4,103	287	0.01%	0.01%	486	0	0.0%	Q2 2026	Jul 31, 2026
PERKINS CAPITAL MANAGEMENT INC	History	No change	4,000	280	0.21%	0.21%	487	0	0.0%	Q2 2026	Jul 24, 2026
STEVENS CAPITAL MANAGEMENT LP	History	No change	3,970	278	0.07%	0.07%	488	0	0.0%	Q2 2026	Aug 11, 2026
Quarry LP	History	No change	3,963	277	0.02%	0.02%	489	0	0.0%	Q2 2026	Aug 14, 2026
Wealthspire Advisors, LLC	History	No change	3,953	276	0.0%	0.0%	490	0	0.0%	Q2 2026	Aug 11, 2026
IFG Advisory, LLC	History	No change	3,925	274	0.01%	0.01%	491	0	0.0%	Q2 2026	Aug 13, 2026
AlTi Global, Inc.	History	No change	3,909	273	0.01%	0.01%	492	0	0.0%	Q2 2026	Aug 05, 2026
Frank, Rimerman Advisors LLC	History	No change	3,880	271	0.02%	0.02%	493	0	0.0%	Q2 2026	Jul 27, 2026
Deseret Mutual Benefit Administrators	History	No change	3,863	270	0.09%	0.09%	494	0	0.0%	Q2 2026	Aug 14, 2026
REIK & CO., LLC	History	No change	3,830	268	0.07%	0.07%	495	0	0.0%	Q2 2026	Aug 10, 2026
Murphy Pohlad Asset Management LLC	History	No change	3,824	267	0.09%	0.09%	496	0	0.0%	Q2 2026	Jul 21, 2026
Fielder Capital Group LLC	History	No change	3,803	266	0.06%	0.06%	497	0	0.0%	Q2 2026	Aug 06, 2026
MACQUARIE GROUP LTD	History	No change	3,787	265	0.0%	0.0%	498	0	0.0%	Q2 2026	Aug 14, 2026
Cornerstone Wealth Management, LLC	History	No change	3,793	265	0.01%	0.01%	499	0	0.0%	Q2 2026	Jul 22, 2026
DoubleLine ETF Adviser LP	History	No change	3,760	263	0.11%	0.11%	500	0	0.0%	Q2 2026	Aug 14, 2026
NORTH STAR ASSET MANAGEMENT INC	History	No change	3,750	262	0.01%	0.01%	501	0	0.0%	Q2 2026	Aug 18, 2026
EVOLVE PRIVATE WEALTH, LLC	History	No change	3,753	262	0.02%	0.02%	502	0	0.0%	Q2 2026	Aug 12, 2026
Axxion S.A.	History	No change	3,700	259	0.02%	0.02%	503	0	0.0%	Q2 2026	Aug 14, 2026
FIL Ltd	History	No change	3,641	254	0.0%	0.0%	504	0	0.0%	Q2 2026	Aug 13, 2026
Optas, LLC	History	No change	3,640	254	0.04%	0.04%	505	0	0.0%	Q2 2026	Jul 21, 2026
Rakuten Securities, Inc.	History	No change	3,543	248	0.06%	0.06%	506	0	0.0%	Q2 2026	Aug 11, 2026
CIGNA INVESTMENTS INC /NEW	History	No change	3,525	247	0.03%	0.03%	507	0	0.0%	Q2 2026	Jul 21, 2026
Coastwise Capital Group, LLC	History	No change	3,500	245	0.14%	0.14%	508	0	0.0%	Q2 2026	Jul 16, 2026
TD Waterhouse Canada Inc.	History	No change	3,388	245	0.0%	0.0%	509	0	0.0%	Q2 2026	Jul 27, 2026
Cohen Capital Management, Inc.	History	No change	3,470	243	0.03%	0.03%	510	0	0.0%	Q2 2026	Jul 07, 2026
Waverly Advisors, LLC	History	No change	3,466	242	0.0%	0.0%	511	0	0.0%	Q2 2026	Aug 14, 2026
Ballentine Partners, LLC	History	No change	3,444	241	0.0%	0.0%	512	0	0.0%	Q2 2026	Jul 17, 2026
RITHOLTZ WEALTH MANAGEMENT	History	No change	3,426	239	0.0%	0.0%	513	0	0.0%	Q2 2026	Aug 11, 2026
Simplicity Wealth,LLC	History	No change	3,419	239	0.01%	0.01%	514	0	0.0%	Q2 2026	Aug 06, 2026
COFG Advisors, LLC	History	No change	3,422	239	0.04%	0.04%	515	0	0.0%	Q2 2026	Aug 14, 2026
FIDUCIARY TRUST CO	History	No change	3,412	238	0.0%	0.0%	516	0	0.0%	Q2 2026	Aug 13, 2026
SteelPeak Wealth, LLC	History	No change	3,270	228	0.01%	0.01%	517	0	0.0%	Q2 2026	Jul 13, 2026
Barry Investment Advisors, LLC	History	No change	3,248	227	0.05%	0.05%	518	0	0.0%	Q2 2026	Jul 09, 2026
Sowell Financial Services LLC	History	No change	3,252	227	0.01%	0.01%	519	0	0.0%	Q2 2026	Jul 17, 2026
Beacon Pointe Advisors, LLC	History	No change	3,246	227	0.0%	0.0%	520	0	0.0%	Q2 2026	Aug 18, 2026
E Fund Management (Hong Kong) Co., Ltd.	History	No change	3,249	227	0.08%	0.08%	521	0	0.0%	Q2 2026	Jul 22, 2026
Premier Path Wealth Partners, LLC	History	No change	3,231	226	0.03%	0.03%	522	0	0.0%	Q2 2026	Jul 21, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	History	No change	3,201	224	0.03%	0.03%	523	0	0.0%	Q2 2026	Aug 05, 2026
Almanack Investment Partners, LLC.	History	No change	3,194	223	0.03%	0.03%	524	0	0.0%	Q2 2026	Jul 30, 2026
SeaCrest Wealth Management, LLC	History	No change	3,174	222	0.02%	0.02%	525	0	0.0%	Q2 2026	Jul 09, 2026
PCM Encore, LLC	History	No change	3,165	221	0.04%	0.04%	526	0	0.0%	Q2 2026	Aug 11, 2026
MGO ONE SEVEN LLC	History	No change	3,153	220	0.0%	0.0%	527	0	0.0%	Q2 2026	Jul 31, 2026
Pinnacle Wealth Planning Services, Inc.	History	No change	3,135	219	0.02%	0.02%	528	0	0.0%	Q2 2026	Aug 07, 2026
Montecito Bank & Trust	History	New	1,130	217	0.03%	—	529	+1,130	New	Q3 2026	Oct 01, 2026
Shepherd Financial Partners LLC	History	No change	3,065	214	0.02%	0.02%	530	0	0.0%	Q2 2026	Aug 10, 2026
Performance Wealth Partners, LLC	History	No change	3,062	214	0.01%	0.01%	531	0	0.0%	Q2 2026	Aug 07, 2026
Everhart Financial Group, Inc.	History	New	1,107	213	0.01%	—	534	+1,107	New	Q3 2026	Oct 08, 2026
Prospera Financial Services Inc	History	No change	3,053	213	0.0%	0.0%	532	0	0.0%	Q2 2026	Jul 15, 2026
RiverTree Advisors, LLC	History	No change	3,052	213	0.13%	0.13%	533	0	0.0%	Q2 2026	Jul 22, 2026
Equitable Holdings, Inc.	History	No change	3,041	212	0.0%	0.0%	535	0	0.0%	Q2 2026	Aug 17, 2026
CITIZENS FINANCIAL GROUP INC/RI	History	No change	3,025	211	0.0%	0.0%	536	0	0.0%	Q2 2026	Aug 07, 2026
LYNX CAPITAL GROUP LTD /ADV	History	No change	3,000	210	0.08%	0.08%	537	0	0.0%	Q2 2026	Aug 12, 2026
FOUNDERS CAPITAL MANAGEMENT, LLC	History	No change	3,000	210	0.03%	0.03%	538	0	0.0%	Q2 2026	Jul 20, 2026
Slocum, Gordon & Co LLP	History	No change	3,000	210	0.14%	0.14%	539	0	0.0%	Q2 2026	Jul 23, 2026
Ameritas Investment Partners, Inc.	History	No change	2,989	209	0.01%	0.01%	540	0	0.0%	Q2 2026	Aug 13, 2026
Aaron Wealth Advisors LLC	History	No change	2,959	207	0.01%	0.01%	541	0	0.0%	Q2 2026	Jul 16, 2026
BNP PARIBAS	History	No change	2,950	206	0.01%	0.01%	542	0	0.0%	Q2 2026	Aug 13, 2026
Abundance Wealth Counselors	History	No change	2,950	206	0.01%	0.01%	543	0	0.0%	Q2 2026	Jul 23, 2026
TriaGen Wealth Management LLC	History	No change	2,927	204	0.05%	0.05%	544	0	0.0%	Q2 2026	Jul 21, 2026
Turtle Creek Wealth Advisors, LLC	History	No change	2,899	203	0.01%	0.01%	545	0	0.0%	Q2 2026	Jul 27, 2026
MMBG INVESTMENT ADVISORS CO.	History	No change	2,860	200	0.02%	0.02%	546	0	0.0%	Q2 2026	Aug 10, 2026
Global Retirement Partners, LLC	History	No change	2,702	189	0.0%	0.0%	547	0	0.0%	Q2 2026	Aug 06, 2026
KELLEHER FINANCIAL ADVISORS	History	No change	2,670	186	0.03%	0.03%	548	0	0.0%	Q2 2026	Aug 06, 2026
Intesa Sanpaolo S.p.A.	History	No change	2,434	170	0.01%	0.01%	549	0	0.0%	Q2 2026	Jul 31, 2026
DANSKE BANK A/S	History	No change	2,351	164	0.0%	0.0%	550	0	0.0%	Q2 2026	Aug 10, 2026
Itau Unibanco Holding S.A.	History	No change	2,245	157	0.0%	0.0%	551	0	0.0%	Q2 2026	Aug 14, 2026
Bayforest Capital Ltd	History	No change	2,064	144	0.13%	0.13%	552	0	0.0%	Q2 2026	Aug 05, 2026
Golden State Wealth Management, LLC	History	No change	2,025	141	0.01%	0.01%	553	0	0.0%	Q2 2026	Jul 22, 2026
Larson Financial Group LLC	History	No change	1,943	136	0.0%	0.0%	554	0	0.0%	Q2 2026	Aug 14, 2026
Aberdeen Wealth Management LLC	History	No change	1,950	136	0.07%	0.07%	555	0	0.0%	Q2 2026	Aug 13, 2026
Parkside Financial Bank & Trust	History	No change	1,774	124	0.01%	0.01%	556	0	0.0%	Q2 2026	Sep 04, 2026
CVA Family Office, LLC	History	No change	1,693	118	0.01%	0.01%	557	0	0.0%	Q2 2026	Aug 07, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC	History	No change	1,664	116	0.0%	0.0%	558	0	0.0%	Q2 2026	Aug 13, 2026
HUNTINGTON NATIONAL BANK	History	No change	1,596	111	0.0%	0.0%	559	0	0.0%	Q2 2026	Aug 13, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO	History	No change	1,579	110	0.01%	0.01%	560	0	0.0%	Q2 2026	Aug 03, 2026
Maj Invest Holding A/S	History	No change	1,490	104	0.0%	0.0%	561	0	0.0%	Q2 2026	Jul 09, 2026
OBSIDIAN CIO, LLC	History	No change	1,383	96	0.07%	0.07%	562	0	0.0%	Q2 2026	Aug 03, 2026
Pacifica Partners Inc.	History	No change	500	94	0.03%	0.01%	563	0	0.0%	Q3 2026	Oct 08, 2026
TD PRIVATE CLIENT WEALTH LLC	History	No change	1,305	91	0.0%	0.0%	564	0	0.0%	Q2 2026	Aug 04, 2026
HARBOUR INVESTMENTS, INC.	History	No change	1,280	89	0.0%	0.0%	565	0	0.0%	Q2 2026	Aug 12, 2026
Cromwell Holdings LLC	History	No change	1,259	88	0.04%	0.04%	566	0	0.0%	Q2 2026	Jul 13, 2026
Raiffeisen Bank International AG	History	No change	1,260	88	0.0%	0.0%	567	0	0.0%	Q2 2026	Aug 03, 2026
UMB Bank, n.a.	History	No change	1,253	87	0.0%	0.0%	568	0	0.0%	Q2 2026	Aug 13, 2026
Twin Lakes Capital Management, LLC	History	No change	1,231	86	0.03%	0.03%	569	0	0.0%	Q2 2026	Aug 17, 2026
WHITTIER TRUST CO	History	No change	1,000	81	0.0%	0.0%	570	0	0.0%	Q2 2026	Jul 27, 2026
Blue Trust, Inc.	History	No change	1,122	78	0.0%	0.0%	571	0	0.0%	Q2 2026	Jul 21, 2026
Ameritas Advisory Services, LLC	History	No change	1,110	77	0.0%	0.0%	572	0	0.0%	Q2 2026	Aug 14, 2026
GW&K Investment Management, LLC	History	No change	1,042	73	0.0%	0.0%	573	0	0.0%	Q2 2026	Aug 12, 2026
Encore Global Management, LP	History	No change	1,000	70	0.07%	0.07%	574	0	0.0%	Q2 2026	Aug 11, 2026
Spire Wealth Management	History	No change	984	68	0.0%	0.0%	575	0	0.0%	Q2 2026	Jul 15, 2026
Basecamp Wealth Advisors LLC	History	No change	985	68	0.01%	0.01%	576	0	0.0%	Q2 2026	Aug 14, 2026
CYBER HORNET ETFs LLC	History	No change	962	67	0.04%	0.04%	577	0	0.0%	Q2 2026	Aug 24, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV	History	No change	950	66	0.02%	0.02%	578	0	0.0%	Q2 2026	Aug 07, 2026
Smartleaf Asset Management LLC	History	No change	960	66	0.0%	0.0%	579	0	0.0%	Q2 2026	Aug 12, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	History	No change	925	64	0.0%	0.0%	580	0	0.0%	Q2 2026	Jul 31, 2026
Clearstead Advisors, LLC	History	No change	906	63	0.0%	0.0%	581	0	0.0%	Q2 2026	Aug 06, 2026
Costello Asset Management, INC	History	No change	900	63	0.02%	0.02%	582	0	0.0%	Q2 2026	Jul 28, 2026
Strategic Investment Solutions, Inc. /IL	History	No change	874	61	0.01%	0.01%	583	0	0.0%	Q2 2026	Jul 08, 2026
Axiom Investment Management LLC	History	No change	866	60	0.04%	0.04%	584	0	0.0%	Q2 2026	Jul 30, 2026
Asset Dedication, LLC	History	No change	843	59	0.0%	0.0%	585	0	0.0%	Q2 2026	Jul 30, 2026
Bank & Trust Co	History	No change	306	58	0.04%	0.01%	586	0	0.0%	Q3 2026	Oct 07, 2026
Physician Wealth Advisors, Inc.	History	No change	818	57	0.01%	0.01%	587	0	0.0%	Q2 2026	Jul 20, 2026
Persistent Asset Partners Ltd	History	No change	255	56	0.02%	0.02%	588	0	0.0%	Q2 2026	Aug 06, 2026
ASSETMARK, INC	History	No change	798	55	0.0%	0.0%	589	0	0.0%	Q2 2026	Jul 30, 2026
BOKF, NA	History	No change	736	51	0.0%	0.0%	590	0	0.0%	Q2 2026	Aug 10, 2026
Crewe Advisors LLC	History	No change	728	50	0.0%	0.0%	591	0	0.0%	Q2 2026	Jul 23, 2026
ARMSTRONG ADVISORY GROUP, INC	History	No change	263	50	0.0%	0.0%	592	0	0.0%	Q3 2026	Oct 09, 2026
Mowery & Schoenfeld Wealth Management, LLC	History	No change	700	49	0.07%	0.07%	593	0	0.0%	Q2 2026	Aug 05, 2026
Freestone Grove Partners LP	History	No change	659	46	0.0%	0.0%	594	0	0.0%	Q2 2026	Aug 14, 2026
SITTNER & NELSON, LLC	History	No change	650	45	0.01%	0.01%	595	0	0.0%	Q2 2026	Aug 07, 2026
Frazier Financial Advisors, LLC	History	No change	636	44	0.02%	0.02%	596	0	0.0%	Q2 2026	Aug 10, 2026
JFS WEALTH ADVISORS, LLC	History	No change	627	43	0.0%	0.0%	597	0	0.0%	Q2 2026	Jul 10, 2026
Canton Hathaway, LLC	History	No change	601	42	0.01%	0.01%	598	0	0.0%	Q2 2026	Aug 05, 2026
EverSource Wealth Advisors, LLC	History	No change	590	41	0.0%	0.0%	599	0	0.0%	Q2 2026	Jul 24, 2026
Owl Creek Wealth Partners LLC	History	No change	576	40	0.01%	0.01%	600	0	0.0%	Q2 2026	Jul 20, 2026
Archer Investment Corp	History	No change	520	36	0.01%	0.01%	601	0	0.0%	Q2 2026	Aug 03, 2026
Quent Capital, LLC	History	No change	516	36	0.0%	0.0%	602	0	0.0%	Q2 2026	Aug 07, 2026
Oakworth Capital, Inc.	History	No change	500	35	0.0%	0.0%	603	0	0.0%	Q2 2026	Jul 22, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP.	History	No change	500	35	0.08%	0.08%	604	0	0.0%	Q2 2026	Aug 13, 2026
Vision Retirement, LLC	History	No change	500	35	0.01%	0.01%	605	0	0.0%	Q2 2026	Jul 21, 2026
Basepoint Wealth LLC	History	No change	495	34	0.02%	0.02%	606	0	0.0%	Q2 2026	Aug 10, 2026
Bogart Wealth, LLC	History	No change	437	30	0.0%	0.0%	607	0	0.0%	Q2 2026	Jul 24, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	No change	414	30	0.0%	0.0%	608	0	0.0%	Q2 2026	Jul 22, 2026
Allied Private Wealth LLC	History	No change	412	30	0.02%	0.02%	609	0	0.0%	Q2 2026	Jul 09, 2026
BIRCHBROOK, INC.	History	No change	400	28	0.01%	0.01%	610	0	0.0%	Q2 2026	Jul 08, 2026
Napier Financial, LLC	History	No change	400	28	0.01%	0.01%	611	0	0.0%	Q2 2026	Jul 31, 2026
BROWN, LISLE/CUMMINGS, INC.	History	No change	375	26	0.01%	0.01%	612	0	0.0%	Q2 2026	Sep 02, 2026
Geneos Wealth Management Inc.	History	No change	372	26	0.0%	0.0%	613	0	0.0%	Q2 2026	Aug 06, 2026
PRIVATE TRUST CO NA	History	No change	364	25	0.0%	0.0%	614	0	0.0%	Q2 2026	Jul 28, 2026
Piscataqua Savings Bank	History	No change	350	24	0.02%	0.02%	615	0	0.0%	Q2 2026	Jul 09, 2026
VALLEY NATIONAL ADVISERS INC	History	No change	329	23	0.0%	0.0%	616	0	0.0%	Q2 2026	Jul 29, 2026
REYL & Cie S.A.	History	No change	452	23	0.03%	0.03%	617	0	0.0%	Q2 2026	Oct 02, 2026
FINANCIAL CONSULATE, INC	History	No change	340	23	0.0%	0.0%	618	0	0.0%	Q2 2026	Jul 23, 2026
COUNTRY TRUST BANK	History	No change	318	22	0.0%	0.0%	619	0	0.0%	Q2 2026	Jul 15, 2026
Manchester Capital Management LLC	History	No change	321	22	0.0%	0.0%	620	0	0.0%	Q2 2026	Aug 13, 2026
J.Safra Asset Management Corp	History	No change	328	22	0.0%	0.0%	621	0	0.0%	Q2 2026	Aug 06, 2026
POM Investment Strategies, LLC	History	No change	320	22	0.02%	0.02%	622	0	0.0%	Q2 2026	Jul 30, 2026
ELEVATION WEALTH PARTNERS, LLC	History	Added to	113	21	0.01%	0.0%	624	+5	4.63%	Q3 2026	Oct 07, 2026
JTC Employer Solutions Trustee Ltd	History	No change	300	21	0.0%	0.0%	623	0	0.0%	Q2 2026	Jul 31, 2026
Keating Financial Advisory Services, Inc.	History	No change	303	21	0.0%	0.0%	625	0	0.0%	Q2 2026	Aug 11, 2026
Evelyn Partners Group Ltd	History	No change	304	21	0.0%	0.0%	626	0	0.0%	Q2 2026	Aug 07, 2026
Brown Shipley& Co Ltd	History	No change	104	20	0.01%	0.0%	627	0	0.0%	Q3 2026	Oct 09, 2026
SMA Capital LLC	History	No change	297	20	0.01%	0.01%	628	0	0.0%	Q2 2026	Aug 14, 2026
LANARK FINANCIAL, INC.	History	No change	279	19	0.0%	0.0%	629	0	0.0%	Q2 2026	Jul 21, 2026
Institute for Wealth Management, LLC.	History	No change	275	19	0.0%	0.0%	630	0	0.0%	Q2 2026	Jul 28, 2026
PETERSON WEALTH MANAGEMENT	History	No change	269	18	0.01%	0.01%	631	0	0.0%	Q2 2026	Jul 30, 2026
TFC Financial Management, Inc.	History	No change	264	18	0.0%	0.0%	632	0	0.0%	Q2 2026	Jul 23, 2026
Atlantic Union Bankshares Corp	History	No change	248	17	0.0%	0.0%	633	0	0.0%	Q2 2026	Aug 11, 2026
TRUST CO OF VERMONT	History	No change	255	17	0.0%	0.0%	634	0	0.0%	Q2 2026	Aug 07, 2026
Financial Perspectives, Inc	History	No change	230	16	0.0%	0.0%	635	0	0.0%	Q2 2026	Jul 24, 2026
Community Financial Services Group, LLC	History	No change	215	15	0.0%	0.0%	636	0	0.0%	Q2 2026	Jul 09, 2026
Sachetta, LLC	History	No change	217	15	0.01%	0.01%	637	0	0.0%	Q2 2026	Jul 15, 2026
Private Wealth Management Group, LLC	History	No change	216	15	0.0%	0.0%	638	0	0.0%	Q2 2026	Jul 27, 2026
Roxbury Financial LLC	History	New	75	14	0.01%	—	646	+75	New	Q3 2026	Oct 01, 2026
FARMERS & MERCHANTS INVESTMENTS INC	History	No change	210	14	0.0%	0.0%	639	0	0.0%	Q2 2026	Jul 20, 2026
Anchor Investment Management, LLC	History	No change	200	14	0.0%	0.0%	640	0	0.0%	Q2 2026	Sep 15, 2026
HHM Wealth Advisors, LLC	History	No change	200	14	0.0%	0.0%	641	0	0.0%	Q2 2026	Jul 13, 2026
Center for Financial Planning, Inc.	History	No change	210	14	0.0%	0.0%	642	0	0.0%	Q2 2026	Jul 21, 2026
NFSG Corp	History	No change	200	14	0.0%	0.0%	643	0	0.0%	Q2 2026	Aug 14, 2026
WealthCollab, LLC	History	No change	200	14	0.01%	0.01%	644	0	0.0%	Q2 2026	Aug 10, 2026
FIDUCIARY FINANCIAL ADVISORS	History	No change	207	14	0.0%	0.0%	645	0	0.0%	Q2 2026	Aug 13, 2026
SJS Investment Consulting Inc.	History	No change	193	13	0.0%	0.0%	647	0	0.0%	Q2 2026	Jul 22, 2026
TOUNJIAN ADVISORY PARTNERS, LLC	History	No change	197	13	0.01%	0.01%	648	0	0.0%	Q2 2026	Aug 07, 2026
Optiver Holding B.V.	History	No change	178	12	0.0%	0.0%	649	0	0.0%	Q2 2026	Aug 12, 2026
Covestor Ltd	History	No change	172	12	0.01%	0.01%	650	0	0.0%	Q2 2026	Aug 07, 2026
LRI Investments, LLC	History	No change	173	12	0.0%	0.0%	651	0	0.0%	Q2 2026	Jul 14, 2026
FLAGSHIP WEALTH ADVISORS, LLC	History	No change	185	12	0.0%	0.0%	652	0	0.0%	Q2 2026	Jul 27, 2026
Medallion Wealth Advisors, LLC	History	No change	173	12	0.0%	0.0%	653	0	0.0%	Q2 2026	Aug 14, 2026
Retirement Wealth Solutions LLC	History	Reduced	58	11	0.01%	0.0%	658	-13	-18.31%	Q3 2026	Oct 07, 2026
GFS Advisors, LLC	History	No change	75,981	11	0.0%	0.0%	654	0	0.0%	Q2 2026	Aug 04, 2026
Capital Analysts, LLC	History	No change	163	11	0.0%	0.0%	655	0	0.0%	Q2 2026	Aug 05, 2026
Avion Wealth	History	No change	171	11	0.0%	0.0%	656	0	0.0%	Q2 2026	Jul 31, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC	History	No change	160	11	0.0%	0.0%	657	0	0.0%	Q2 2026	Jul 24, 2026
AMERIFLEX GROUP, INC.	History	No change	163	11	0.0%	0.0%	659	0	0.0%	Q2 2026	Aug 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	History	No change	145	10	0.0%	0.0%	660	0	0.0%	Q2 2026	Jul 08, 2026
Kemnay Advisory Services Inc.	History	No change	154	10	0.0%	0.0%	661	0	0.0%	Q2 2026	Aug 14, 2026
Steigerwald, Gordon & Koch Inc.	History	No change	150	10	0.0%	0.0%	662	0	0.0%	Q2 2026	Jul 22, 2026
LifeSteps Financial, Inc.	History	No change	152	10	0.0%	0.0%	663	0	0.0%	Q2 2026	Jul 17, 2026
Fortitude Family Office, LLC	History	No change	145	10	0.0%	0.0%	664	0	0.0%	Q2 2026	Jul 20, 2026
JDM Financial Group LLC	History	No change	150	10	0.0%	0.0%	665	0	0.0%	Q2 2026	Aug 17, 2026
STANCE CAPITAL LLC	History	No change	150	10	0.0%	0.0%	666	0	0.0%	Q2 2026	Aug 14, 2026
Prestige Wealth Management Group LLC	History	No change	137	9	0.0%	0.0%	667	0	0.0%	Q2 2026	Aug 14, 2026
Activest Wealth Management	History	No change	135	9	0.0%	0.0%	668	0	0.0%	Q2 2026	Jul 16, 2026
Atlantic Private Wealth, LLC	History	No change	136	9	0.01%	0.01%	669	0	0.0%	Q2 2026	Aug 11, 2026
Murphy & Mullick Capital Management Corp	History	No change	139	9	0.01%	0.01%	670	0	0.0%	Q2 2026	Aug 14, 2026
CENTRAL TRUST Co	History	No change	126	8	0.0%	0.0%	671	0	0.0%	Q2 2026	Jul 31, 2026
Ancora Advisors LLC	History	No change	115	8	0.0%	0.0%	672	0	0.0%	Q2 2026	Aug 14, 2026
MV CAPITAL MANAGEMENT, INC.	History	No change	124	8	0.0%	0.0%	673	0	0.0%	Q2 2026	Jul 30, 2026
Continuum Advisory, LLC	History	No change	122	8	0.0%	0.0%	674	0	0.0%	Q2 2026	Aug 06, 2026
Private Wealth Asset Management, LLC	History	No change	124	8	0.0%	0.0%	675	0	0.0%	Q2 2026	Aug 11, 2026
Kennebec Savings Bank	History	No change	121	8	0.01%	0.01%	676	0	0.0%	Q2 2026	Jul 13, 2026
Essential Partners LLC	History	No change	125	8	0.0%	0.0%	677	0	0.0%	Q2 2026	Aug 10, 2026
DELTA ASSET MANAGEMENT LLC/TN	History	No change	100	7	0.0%	0.0%	678	0	0.0%	Q2 2026	Aug 10, 2026
OLD SECOND NATIONAL BANK OF AURORA	History	No change	100	7	0.0%	0.0%	679	0	0.0%	Q2 2026	Jul 21, 2026
Towne Trust Company, N.A	History	No change	100	7	0.0%	0.0%	680	0	0.0%	Q2 2026	Jul 30, 2026
PROFFITT & GOODSON INC	History	No change	100	7	0.0%	0.0%	681	0	0.0%	Q2 2026	Jul 22, 2026
CHELSEA COUNSEL CO	History	No change	100	7	0.0%	0.0%	682	0	0.0%	Q2 2026	Aug 11, 2026
VISION FINANCIAL MARKETS LLC	History	No change	100	7	0.01%	0.01%	683	0	0.0%	Q2 2026	Jul 24, 2026
Colonial Trust Advisors	History	No change	100	7	0.0%	0.0%	684	0	0.0%	Q2 2026	Aug 11, 2026
Field & Main Bank	History	No change	100	7	0.0%	0.0%	685	0	0.0%	Q2 2026	Aug 19, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC.	History	No change	108	7	0.0%	0.0%	686	0	0.0%	Q2 2026	Jul 08, 2026
Triumph Capital Management	History	No change	100	7	0.0%	0.0%	687	0	0.0%	Q2 2026	Jul 20, 2026
SHP Wealth Management	History	No change	113	7	0.0%	0.0%	688	0	0.0%	Q2 2026	Aug 11, 2026
Coston, McIsaac & Partners	History	No change	109	7	0.0%	0.0%	689	0	0.0%	Q2 2026	Aug 12, 2026
Cassaday & Co Wealth Management LLC	History	No change	112	7	0.0%	0.0%	690	0	0.0%	Q2 2026	Aug 10, 2026
Boreal Capital Management LLC	History	No change	100	7	0.01%	0.01%	691	0	0.0%	Q2 2026	Aug 13, 2026
MEEDER ASSET MANAGEMENT INC	History	No change	93	6	0.0%	0.0%	692	0	0.0%	Q2 2026	Aug 07, 2026
AdvisorNet Financial, Inc	History	No change	91	6	0.0%	0.0%	693	0	0.0%	Q2 2026	Jul 23, 2026
Clearstead Trust, LLC	History	No change	96	6	0.0%	0.0%	694	0	0.0%	Q2 2026	Aug 06, 2026
Strategic Wealth Partners, Ltd.	History	No change	87	6	0.0%	0.0%	695	0	0.0%	Q2 2026	Aug 12, 2026
Vanguard National Trust Co	History	No change	98	6	0.0%	0.0%	696	0	0.0%	Q2 2026	Aug 13, 2026
Financial Network Wealth Advisors LLC	History	No change	86	6	0.01%	0.01%	697	0	0.0%	Q2 2026	Jul 29, 2026
Millstone Evans Group, LLC	History	No change	87	6	0.0%	0.0%	698	0	0.0%	Q2 2026	Aug 11, 2026
Marquette Asset Management, LLC	History	No change	30	5	0.0%	0.0%	699	0	0.0%	Q3 2026	Oct 09, 2026
Transamerica Financial Advisors, LLC	History	No change	76	5	0.0%	0.0%	700	0	0.0%	Q2 2026	Aug 14, 2026
SUMMIT SECURITIES GROUP LLC	History	No change	82	5	0.0%	0.0%	701	0	0.0%	Q2 2026	Aug 03, 2026
Bell Investment Advisors, Inc	History	No change	75	5	0.0%	0.0%	702	0	0.0%	Q2 2026	Aug 06, 2026
Bruce G. Allen Investments, LLC	History	No change	72	5	0.0%	0.0%	703	0	0.0%	Q2 2026	Jul 31, 2026
Hughes Financial Services, LLC	History	No change	72	5	0.0%	0.0%	704	0	0.0%	Q2 2026	Jul 20, 2026
Ares Financial Consulting, LLC	History	No change	85	5	0.0%	0.0%	705	0	0.0%	Q2 2026	Jul 09, 2026
WHITTIER TRUST CO OF NEVADA INC	History	No change	61	4	0.0%	0.0%	706	0	0.0%	Q2 2026	Jul 27, 2026
IMA Advisory Services, Inc.	History	No change	70	4	0.0%	0.0%	707	0	0.0%	Q2 2026	Aug 10, 2026
RAFFA WEALTH MANAGEMENT, LLC	History	No change	63	4	0.0%	0.0%	708	0	0.0%	Q2 2026	Jul 27, 2026
Hurley Capital, LLC	History	No change	64	4	0.0%	0.0%	709	0	0.0%	Q2 2026	Aug 10, 2026
Bay Harbor Wealth Management, LLC	History	No change	61	4	0.0%	0.0%	710	0	0.0%	Q2 2026	Jul 28, 2026
Cornerstone Planning Group LLC	History	No change	83	4	0.0%	0.0%	711	0	0.0%	Q2 2026	Jul 29, 2026
Decker Retirement Planning Inc.	History	No change	71	4	0.0%	0.0%	712	0	0.0%	Q2 2026	Jul 16, 2026
Arlington Trust Co LLC	History	No change	60	4	0.0%	0.0%	713	0	0.0%	Q2 2026	Jul 07, 2026
IMG Wealth Management, Inc.	History	No change	61	4	0.0%	0.0%	714	0	0.0%	Q2 2026	Aug 07, 2026
Rossby Financial, LCC	History	No change	70	4	0.0%	0.0%	715	0	0.0%	Q2 2026	Aug 04, 2026
MANNING & NAPIER ADVISORS LLC	History	No change	56	3	0.0%	0.0%	716	0	0.0%	Q2 2026	Aug 13, 2026
HM PAYSON & CO	History	No change	50	3	0.0%	0.0%	717	0	0.0%	Q2 2026	Jul 17, 2026
BOK Financial Private Wealth, Inc.	History	No change	51	3	0.0%	0.0%	718	0	0.0%	Q2 2026	Aug 07, 2026
GHP Investment Advisors, Inc.	History	No change	54	3	0.0%	0.0%	719	0	0.0%	Q2 2026	Jul 17, 2026
Blume Capital Management, Inc.	History	No change	45	3	0.0%	0.0%	720	0	0.0%	Q2 2026	Jul 27, 2026
IFS Advisors, LLC	History	No change	55	3	0.0%	0.0%	721	0	0.0%	Q2 2026	Aug 10, 2026
Key FInancial Inc	History	No change	51	3	0.0%	0.0%	722	0	0.0%	Q2 2026	Jul 24, 2026
City State Bank	History	No change	50	3	0.0%	0.0%	723	0	0.0%	Q2 2026	Jul 14, 2026
Signature Resources Capital Management, LLC	History	No change	47	3	0.0%	0.0%	724	0	0.0%	Q2 2026	Jul 13, 2026
MRP Capital Investments, LLC	History	No change	50	3	0.0%	0.0%	725	0	0.0%	Q2 2026	Aug 10, 2026
True Wealth Design, LLC	History	No change	50	3	0.0%	0.0%	726	0	0.0%	Q2 2026	Jul 16, 2026
Bare Financial Services, Inc	History	No change	46	3	0.0%	0.0%	727	0	0.0%	Q2 2026	Jul 27, 2026
Glen Eagle Advisors, LLC	History	No change	57	3	0.0%	0.0%	728	0	0.0%	Q2 2026	Aug 14, 2026
Dogwood Wealth Management LLC	History	No change	51	3	0.0%	0.0%	729	0	0.0%	Q2 2026	Jul 06, 2026
COMPASS FINANCIAL MANAGEMENT LLC	History	No change	52	3	0.0%	0.0%	730	0	0.0%	Q2 2026	Aug 12, 2026
Davis Capital Management	History	Added to	14	2	0.0%	—	736	+5	55.56%	Q3 2026	Oct 08, 2026
Planning Strategies Inc.	History	Added to	11	2	0.0%	—	745	+3	37.5%	Q3 2026	Oct 02, 2026
SouthState Bank Corp	History	No change	39	2	0.0%	0.0%	731	0	0.0%	Q2 2026	Aug 06, 2026
SALEM INVESTMENT COUNSELORS INC	History	No change	40	2	0.0%	0.0%	732	0	0.0%	Q2 2026	Jul 14, 2026
NBT BANK, N.A.	History	No change	40	2	0.0%	0.0%	733	0	0.0%	Q2 2026	Jul 29, 2026
WestEnd Advisors, LLC	History	No change	31	2	0.0%	0.0%	734	0	0.0%	Q2 2026	Jul 22, 2026
Salomon & Ludwin, LLC	History	No change	28	2	0.0%	0.0%	735	0	0.0%	Q2 2026	Aug 07, 2026
Dynamic Wealth Strategies, LLC	History	No change	40	2	0.0%	0.0%	737	0	0.0%	Q2 2026	Jul 23, 2026
Smallwood Wealth Investment Management, LLC	History	No change	41	2	0.0%	0.0%	738	0	0.0%	Q2 2026	Jul 23, 2026
Creative Capital Management Investments LLC	History	No change	41	2	0.0%	0.0%	739	0	0.0%	Q2 2026	Jul 24, 2026
DiNuzzo Private Wealth, Inc.	History	No change	30	2	0.0%	0.0%	740	0	0.0%	Q2 2026	Jul 10, 2026
Rialto Wealth Management, LLC	History	No change	34	2	0.0%	0.0%	741	0	0.0%	Q2 2026	Aug 11, 2026
Kilter Group LLC	History	No change	30	2	0.0%	0.0%	742	0	0.0%	Q2 2026	Aug 11, 2026
Sunrise Financial Services, LLC	History	No change	40	2	0.0%	0.0%	743	0	0.0%	Q2 2026	Aug 12, 2026
Silver Grove Financial Group, Inc.	History	No change	30	2	0.0%	0.0%	744	0	0.0%	Q2 2026	Aug 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	No change	24	1	0.0%	0.0%	746	0	0.0%	Q2 2026	Jul 28, 2026
Wilmington Savings Fund Society, FSB	History	No change	22	1	0.0%	0.0%	747	0	0.0%	Q2 2026	Jul 28, 2026
North Star Investment Management Corp.	History	No change	15	1	0.0%	0.0%	748	0	0.0%	Q2 2026	Jul 28, 2026
Penserra Capital Management LLC	History	No change	24	1	0.0%	0.0%	749	0	0.0%	Q2 2026	Aug 13, 2026
NVWM, LLC	History	No change	24	1	0.0%	0.0%	750	0	0.0%	Q2 2026	Jul 28, 2026
Pacific Center for Financial Services	History	No change	24	1	0.0%	0.0%	751	0	0.0%	Q2 2026	Aug 05, 2026
BFSG, LLC	History	No change	26	1	0.0%	0.0%	752	0	0.0%	Q2 2026	Jul 20, 2026
RMG Wealth Management LLC	History	No change	21	1	0.0%	0.0%	753	0	0.0%	Q2 2026	Aug 13, 2026
SOA Wealth Advisors, LLC.	History	No change	17	1	0.0%	0.0%	754	0	0.0%	Q2 2026	Jul 21, 2026
Strengthening Families & Communities, LLC	History	No change	18	1	0.0%	0.0%	755	0	0.0%	Q2 2026	Aug 11, 2026
Dunhill Financial, LLC	History	No change	16	1	0.0%	0.0%	756	0	0.0%	Q2 2026	Aug 07, 2026
Principia Wealth Advisory, LLC	History	No change	23	1	0.0%	0.0%	757	0	0.0%	Q2 2026	Aug 26, 2026
WPG Advisers, LLC	History	No change	15	1	0.0%	0.0%	758	0	0.0%	Q2 2026	Aug 05, 2026
HFM Investment Advisors, LLC	History	No change	20	1	0.0%	0.0%	759	0	0.0%	Q2 2026	Aug 04, 2026
Provenance Wealth Advisors, LLC	History	No change	22	1	0.0%	0.0%	760	0	0.0%	Q2 2026	Jul 24, 2026
Godfrey Financial Associates, Inc.	History	No change	26	1	0.0%	0.0%	761	0	0.0%	Q2 2026	Aug 11, 2026
Daytona Street Capital LLC	History	No change	15	1	0.0%	0.0%	762	0	0.0%	Q2 2026	Aug 03, 2026
Key Capital Management, INC	History	No change	15	1	0.0%	0.0%	763	0	0.0%	Q2 2026	Jul 27, 2026
Clark Wealth Partners	History	No change	17	1	0.0%	0.0%	764	0	0.0%	Q2 2026	Jul 28, 2026
Advocate Investing Services LLC	History	No change	15	1	0.0%	0.0%	765	0	0.0%	Q2 2026	Jul 28, 2026
REX Advisers, LLC	History	Closed out	0	0	—	4.7%	—	-135,500	-100.0%	Q3 2026	Oct 08, 2026
Central Pacific Bank - Trust Division	History	Closed out	0	0	—	0.01%	—	-1,805	-100.0%	Q3 2026	Oct 05, 2026
Investors Research Corp	History	Closed out	0	0	—	0.02%	—	-1,302	-100.0%	Q3 2026	Oct 07, 2026
ATWOOD & PALMER INC	History	Closed out	0	0	—	0.0%	—	-100	-100.0%	Q3 2026	Oct 08, 2026
Trust Co	History	Closed out	0	0	—	0.0%	—	-20	-100.0%	Q3 2026	Oct 09, 2026
GILPIN WEALTH MANAGEMENT, LLC	History	New	1	0	—	—	—	+1	New	Q3 2026	Oct 09, 2026
GILL CAPITAL PARTNERS, LLC	History	No change	14	0	—	—	—	0	0.0%	Q2 2026	Aug 20, 2026
ST GERMAIN D J CO INC	History	No change	10	0	—	—	—	0	0.0%	Q2 2026	Jul 21, 2026
MOTCO	History	No change	7	0	—	—	—	0	0.0%	Q2 2026	Jul 31, 2026
Plante Moran Financial Advisors, LLC	History	No change	10	0	—	—	—	0	0.0%	Q2 2026	Aug 06, 2026
Cheviot Value Management, LLC	History	No change	9	0	—	—	—	0	0.0%	Q2 2026	Aug 06, 2026
Winch Advisory Services, LLC	History	No change	7	0	—	—	—	0	0.0%	Q2 2026	Aug 06, 2026
Capital Advisors, Ltd. LLC	History	No change	6	0	—	—	—	0	0.0%	Q2 2026	Jul 16, 2026
MCF Advisors LLC	History	No change	11	0	—	—	—	0	0.0%	Q2 2026	Aug 12, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC	History	No change	10	0	—	—	—	0	0.0%	Q2 2026	Aug 13, 2026
Stone House Investment Management, LLC	History	No change	6	0	—	—	—	0	0.0%	Q2 2026	Aug 05, 2026
FNY Investment Advisers, LLC	History	No change	10	0	—	—	—	0	0.0%	Q2 2026	Jul 08, 2026
Banque Cantonale Vaudoise	History	No change	4,944	0	—	—	—	0	0.0%	Q2 2026	Jul 31, 2026
N.E.W. Advisory Services LLC	History	No change	12	0	—	—	—	0	0.0%	Q2 2026	Aug 06, 2026
Cordant, Inc.	History	No change	10	0	—	—	—	0	0.0%	Q2 2026	Jul 14, 2026
MTM Investment Management, LLC	History	No change	5	0	—	—	—	0	0.0%	Q2 2026	Aug 03, 2026
DHJJ Financial Advisors, Ltd.	History	No change	1	0	—	—	—	0	0.0%	Q2 2026	Jul 24, 2026
MARYLAND CAPITAL ADVISORS INC.	History	No change	2	0	—	—	—	0	0.0%	Q2 2026	Jul 17, 2026
Evolution Advisers, Inc.	History	No change	4	0	—	—	—	0	0.0%	Q2 2026	Jul 31, 2026
PayPay Securities Corp	History	No change	13	0	—	—	—	0	0.0%	Q2 2026	Jul 23, 2026
DecisionPoint Financial, LLC	History	No change	5	0	—	—	—	0	0.0%	Q2 2026	Aug 05, 2026
Cape Investment Advisory, Inc.	History	No change	10	0	—	—	—	0	0.0%	Q2 2026	Jul 23, 2026
Buck Wealth Strategies, LLC	History	No change	9	0	—	—	—	0	0.0%	Q2 2026	Jul 30, 2026
Valued Wealth Advisors LLC	History	No change	3	0	—	—	—	0	0.0%	Q2 2026	Jul 20, 2026
Tidemark, LLC	History	No change	4	0	—	—	—	0	0.0%	Q2 2026	Aug 10, 2026
JPL Wealth Management, LLC	History	No change	10	0	—	—	—	0	0.0%	Q2 2026	Aug 13, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC	History	No change	10	0	—	—	—	0	0.0%	Q2 2026	Aug 11, 2026
American Capital Advisory, LLC	History	No change	12	0	—	—	—	0	0.0%	Q2 2026	Jul 28, 2026
Gen-Wealth Partners Inc	History	No change	10	0	—	—	—	0	0.0%	Q2 2026	Aug 10, 2026
Fairscale Capital, LLC	History	No change	14	0	—	—	—	0	0.0%	Q2 2026	Aug 07, 2026
Seneschal Advisors, LLC	History	No change	2	0	—	—	—	0	0.0%	Q2 2026	Aug 13, 2026
HIGHLINE WEALTH PARTNERS LLC	History	No change	9	0	—	—	—	0	0.0%	Q2 2026	Jul 15, 2026
BankPlus Trust Department	History	No change	3	0	—	—	—	0	0.0%	Q2 2026	Jul 28, 2026
Navigoe, LLC	History	No change	4	0	—	—	—	0	0.0%	Q2 2026	Jul 31, 2026
ROSS\JOHNSON & Associates LLC	History	No change	2	0	—	—	—	0	0.0%	Q2 2026	Aug 14, 2026
CHAPMAN FINANCIAL GROUP, LLC	History	No change	5	0	—	—	—	0	0.0%	Q2 2026	Aug 05, 2026
MPWM ADVISORY SOLUTIONS, LLC	History	No change	3	0	—	—	—	0	0.0%	Q2 2026	Aug 13, 2026
Aventura Private Wealth, LLC	History	No change	9	0	—	—	—	0	0.0%	Q2 2026	Jul 15, 2026
MidFirst Bank	History	No change	5	0	—	—	—	0	0.0%	Q2 2026	Aug 07, 2026
Strive Financial Group ,LLC	History	No change	3	0	—	—	—	0	0.0%	Q2 2026	Aug 14, 2026
Signature Equity Partners, LLC	History	No change	13	0	—	—	—	0	0.0%	Q2 2026	Jul 30, 2026
MCGUIRE CAPITAL ADVISORS INC	History	No change	10	0	—	—	—	0	0.0%	Q2 2026	Aug 14, 2026
1015 Capital Partners, LLC	History	No change	6	0	—	—	—	0	0.0%	Q2 2026	Jul 21, 2026
Highland Investment Advisors LLC	History	No change	1	0	—	—	—	0	0.0%	Q2 2026	Aug 13, 2026
TOP Private Wealth LLC.	History	No change	4	0	—	—	—	0	0.0%	Q2 2026	Aug 13, 2026