Millrose Properties, Inc. - MRP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 22,238,588 | 668,269 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 15,560,238 | 467,585 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 8,229,447 | 247,294 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 6,940,665 | 208,566 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 6,824,473 | 205,075 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Brave Warrior Advisors, LLC | History | No change | 6,030,725 | 181,223 | 3.95% | 3.95% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 4,090,294 | 122,913 | 0.1% | 0.1% | 7 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Permian Investment Partners, LP | History | No change | 3,977,316 | 119,518 | 13.11% | 13.11% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 3,919,456 | 117,779 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cannell & Spears LLC | History | No change | 3,703,408 | 111,287 | 1.98% | 1.98% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 3,015,131 | 90,626 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 2,694,759 | 80,977 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 2,444,906 | 73,469 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,398,402 | 72,071 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,340,591 | 70,334 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,801,754 | 46,791 | 0.01% | 0.01% | 16 | -6,838 | -0.38% | Q3 2026 | Nov 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,443,419 | 43,374 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 1,380,992 | 41,498 | 2.73% | 2.73% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | History | No change | 1,333,996 | 40,087 | 0.1% | 0.1% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 1,330,020 | 39,967 | 0.2% | 0.2% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nuveen, LLC | History | No change | 1,304,305 | 39,194 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,287,521 | 38,690 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,070,936 | 32,181 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 1,049,494 | 31,537 | 0.07% | 0.07% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 965,221 | 29,832 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 973,789 | 29,262 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 968,937 | 25,163 | 0.01% | 0.01% | 27 | -28,701 | -2.88% | Q3 2026 | Nov 02, 2026 |
| Callodine Capital Management, LP | History | No change | 829,237 | 24,918 | 1.63% | 1.63% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 759,331 | 22,817 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 730,630 | 21,955 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 714,922 | 21,483 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 670,102 | 20,136 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 669,019 | 20,104 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 650,868 | 19,558 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 640,665 | 19,251 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 625,650 | 18,800 | 0.36% | 0.36% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 620,993 | 18,660 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 592,685 | 17,810 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital World Investors | History | No change | 554,953 | 16,676 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GABELLI FUNDS LLC | History | No change | 530,188 | 15,932 | 0.1% | 0.1% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 505,294 | 15,184 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HAWK RIDGE CAPITAL MANAGEMENT LP | History | No change | 489,509 | 14,709 | 0.47% | 0.47% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 459,181 | 13,798 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | History | Reduced | 500,000 | 12,985 | 0.42% | 0.71% | 44 | -250,000 | -33.33% | Q3 2026 | Nov 03, 2026 |
| ALGERT GLOBAL LLC | History | No change | 419,860 | 12,616 | 0.15% | 0.15% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waterfall Asset Management, LLC | History | No change | 417,361 | 12,541 | 7.67% | 7.67% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 411,390 | 12,362 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Adelante Capital Management LLC | History | No change | 410,847 | 12,345 | 0.81% | 0.81% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 388,456 | 11,673 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hudson Bay Capital Management LP | History | No change | 376,752 | 11,321 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 369,732 | 11,110 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 363,147 | 10,912 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 355,227 | 10,674 | 0.1% | 0.1% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 398,979 | 10,362 | 0.02% | 0.03% | 54 | -137,805 | -25.67% | Q3 2026 | Nov 05, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 389,983 | 10,127 | 1.41% | 1.6% | 55 | +1,578 | 0.41% | Q3 2026 | Oct 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 336,675 | 10,117 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Columbus Macro, LLC | History | Added to | 382,625 | 9,936 | 0.97% | 0.85% | 57 | +92,675 | 31.96% | Q3 2026 | Oct 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 327,798 | 9,850 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 322,290 | 9,684 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Intrinsic Edge Capital Management LLC | History | No change | 314,800 | 9,459 | 0.98% | 0.98% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 313,967 | 9,435 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 309,386 | 9,297 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | No change | 307,605 | 9,243 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 303,790 | 9,128 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Avenue Partners, LP | History | No change | 298,461 | 8,968 | 0.39% | 0.39% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 296,707 | 8,916 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 294,023 | 8,835 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 293,725 | 8,826 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HSBC HOLDINGS PLC | History | No change | 293,174 | 8,808 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 283,544 | 8,520 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 273,880 | 8,230 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 255,547 | 7,679 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 255,130 | 7,666 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROBOTTI ROBERT | History | No change | 250,325 | 7,522 | 1.21% | 1.21% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 247,361 | 7,433 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 234,087 | 7,034 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLER VALUE PARTNERS, LLC | History | No change | 229,300 | 6,890 | 1.63% | 1.63% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 262,737 | 6,823 | 0.01% | 0.01% | 78 | +10,041 | 3.97% | Q3 2026 | Oct 21, 2026 |
| Verition Fund Management LLC | History | No change | 219,476 | 6,595 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 218,761 | 6,573 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JANE STREET GROUP, LLC | History | No change | 213,750 | 6,423 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestcor Inc | History | No change | 208,560 | 6,267 | 0.15% | 0.15% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 237,507 | 6,168 | 0.02% | 0.02% | 83 | +8,925 | 3.9% | Q3 2026 | Oct 27, 2026 |
| Creative Planning | History | Added to | 236,818 | 6,150 | 0.0% | 0.0% | 84 | +142,203 | 150.3% | Q3 2026 | Nov 02, 2026 |
| Limestone Investment Advisors LP | History | No change | 203,795 | 6,124 | 0.45% | 0.45% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 197,495 | 5,934 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 196,740 | 5,912 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 182,447 | 5,482 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| North Ground Capital | History | No change | 179,200 | 5,384 | 6.46% | 6.46% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 177,374 | 5,330 | 0.17% | 0.17% | 90 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quantinno Capital Management LP | History | No change | 171,068 | 5,140 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 163,606 | 4,916 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 161,678 | 4,857 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 175,952 | 4,569 | 0.0% | 0.0% | 94 | +1,558 | 0.89% | Q3 2026 | Oct 29, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 149,974 | 4,506 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 146,247 | 4,396 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 150,766 | 4,221 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 162,241 | 4,213 | 0.03% | 0.04% | 98 | -1,700 | -1.04% | Q3 2026 | Nov 02, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 137,041 | 4,118 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 158,021 | 4,104 | 0.01% | 0.01% | 100 | -1,664 | -1.04% | Q3 2026 | Oct 22, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 150,029 | 3,896 | 0.02% | 0.02% | 101 | -801 | -0.53% | Q3 2026 | Nov 03, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 146,152 | 3,795 | 0.01% | 0.01% | 102 | +89,108 | 156.21% | Q3 2026 | Nov 05, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 126,259 | 3,794 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 144,920 | 3,763 | 0.0% | 0.0% | 104 | +12,205 | 9.2% | Q3 2026 | Nov 04, 2026 |
| BARCLAYS PLC | History | No change | 121,902 | 3,663 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 132,725 | 3,446 | 0.01% | 0.01% | 106 | +40,014 | 43.16% | Q3 2026 | Oct 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 132,473 | 3,443 | 0.0% | 0.0% | 107 | +35,817 | 37.06% | Q3 2026 | Nov 04, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 114,416 | 3,438 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 114,094 | 3,428 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 113,639 | 3,414 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 111,016 | 3,336 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Dallas Securities Inc. | History | No change | 110,600 | 3,323 | 1.1% | 1.1% | 112 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 106,594 | 3,203 | 0.13% | 0.13% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 118,040 | 3,065 | 0.02% | 0.0% | 114 | +107,840 | 1057.25% | Q3 2026 | Oct 28, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 118,127 | 3,065 | 0.03% | 0.05% | 115 | -33,356 | -22.02% | Q3 2026 | Oct 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 96,820 | 2,909 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 95,337 | 2,864 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Amundi | History | No change | 94,206 | 2,830 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hodges Capital Management Inc. | History | No change | 93,401 | 2,806 | 0.19% | 0.19% | 119 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brookstone Capital Management | History | Added to | 107,047 | 2,780 | 0.03% | 0.03% | 120 | +1,654 | 1.57% | Q3 2026 | Oct 22, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 89,169 | 2,679 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 88,211 | 2,651 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 85,748 | 2,576 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Treasurer of the State of North Carolina | History | No change | 84,476 | 2,539 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 82,832 | 2,489 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Neuberger Berman Group LLC | History | No change | 81,787 | 2,457 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| CITIGROUP INC | History | Reduced | 93,010 | 2,415 | 0.0% | 0.0% | 127 | -35,400 | -27.57% | Q3 2026 | Nov 04, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 80,099 | 2,406 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 79,666 | 2,393 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 78,082 | 2,346 | 0.22% | 0.22% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 77,658 | 2,334 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 87,544 | 2,273 | 0.05% | 0.01% | 132 | +74,310 | 561.51% | Q3 2026 | Oct 16, 2026 |
| IMC-Chicago, LLC | History | Added to | 85,396 | 2,217 | 0.0% | 0.0% | 133 | +3,688 | 4.51% | Q3 2026 | Nov 05, 2026 |
| Jupiter Topco LLC | History | No change | 72,600 | 2,180 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Achmea Investment Management B.V. | History | New | 83,083 | 2,159 | 0.02% | — | 135 | +83,083 | New | Q3 2026 | Oct 30, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 69,901 | 2,100 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 68,045 | 2,084 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 78,992 | 2,051 | 0.02% | 0.03% | 138 | -962 | -1.2% | Q3 2026 | Nov 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 68,136 | 2,047 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 64,886 | 1,949 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Penserra Capital Management LLC | History | No change | 64,785 | 1,946 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 74,542 | 1,935 | 0.06% | 0.05% | 142 | +20,612 | 38.22% | Q3 2026 | Oct 19, 2026 |
| MACQUARIE GROUP LTD | History | No change | 63,067 | 1,895 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | No change | 62,086 | 1,865 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Freestone Grove Partners LP | History | No change | 61,723 | 1,854 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 61,185 | 1,838 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 59,839 | 1,798 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 59,337 | 1,783 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 78,198 | 1,769 | 0.0% | 0.0% | 149 | -28,952 | -27.02% | Q3 2026 | Oct 13, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 67,814 | 1,761 | 0.12% | 0.14% | 150 | -2,851 | -4.03% | Q3 2026 | Nov 03, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | No change | 57,731 | 1,734 | 0.54% | 0.54% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 66,180 | 1,718 | 0.01% | — | 152 | +66,180 | New | Q3 2026 | Oct 28, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 65,700 | 1,706 | 0.03% | 0.03% | 153 | -1,900 | -2.81% | Q3 2026 | Oct 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 55,982 | 1,682 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Carmel Capital Partners, LLC | History | No change | 62,752 | 1,629 | 0.58% | 0.62% | 155 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 53,857 | 1,618 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 53,106 | 1,595 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 52,448 | 1,576 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 51,400 | 1,544 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEB Asset Management AB | History | Reduced | 59,402 | 1,542 | 0.01% | 0.01% | 160 | -43 | -0.07% | Q3 2026 | Nov 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 50,819 | 1,527 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 53,700 | 1,394 | 0.0% | 0.0% | 162 | -1,100 | -2.01% | Q3 2026 | Nov 04, 2026 |
| Twin Tree Management, LP | History | No change | 46,300 | 1,391 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Paralel Advisors LLC | History | No change | 45,000 | 1,352 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 44,695 | 1,343 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 43,612 | 1,310 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 48,693 | 1,290 | 0.06% | 0.01% | 167 | +43,890 | 913.8% | Q3 2026 | Nov 04, 2026 |
| Pensionfund PDN | History | No change | 49,500 | 1,286 | 0.76% | 0.77% | 168 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 48,184 | 1,251 | 0.02% | 0.02% | 169 | +15,432 | 47.12% | Q3 2026 | Oct 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 41,473 | 1,246 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 41,300 | 1,241 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | History | No change | 47,306 | 1,228 | 0.37% | 0.43% | 172 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Summit Global Investments | History | Added to | 47,178 | 1,225 | 0.06% | 0.06% | 173 | +8,908 | 23.28% | Q3 2026 | Oct 28, 2026 |
| IEQ CAPITAL, LLC | History | No change | 40,229 | 1,208 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 40,057 | 1,203 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 46,130 | 1,198 | 0.0% | 0.0% | 176 | +18,319 | 65.87% | Q3 2026 | Nov 02, 2026 |
| Handelsbanken Fonder AB | History | No change | 38,600 | 1,160 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 38,206 | 1,148 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 38,020 | 1,142 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 37,722 | 1,133 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| American Assets Investment Management, LLC | History | No change | 43,663 | 1,133 | 0.07% | 0.08% | 181 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Arizona State Retirement System | History | Added to | 43,432 | 1,127 | 0.01% | 0.01% | 182 | +888 | 2.09% | Q3 2026 | Nov 03, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 43,314 | 1,124 | 0.06% | 0.07% | 183 | -1,275 | -2.86% | Q3 2026 | Nov 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 36,916 | 1,110 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 42,672 | 1,108 | 0.01% | 0.01% | 185 | -1,488 | -3.37% | Q3 2026 | Oct 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 36,871 | 1,108 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sagewood Asset Management LP | History | No change | 36,482 | 1,096 | 0.25% | 0.25% | 187 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NFC Investments, LLC | History | No change | 35,477 | 1,066 | 0.27% | 0.27% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 40,008 | 1,061 | 0.0% | — | 189 | +40,008 | New | Q3 2026 | Oct 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 39,994 | 1,038 | 0.01% | 0.01% | 190 | -1,288 | -3.12% | Q3 2026 | Oct 22, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 33,915 | 1,019 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 39,213 | 1,018 | 0.31% | 0.37% | 192 | -1,371 | -3.38% | Q3 2026 | Oct 19, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 39,063 | 1,014 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 38,042 | 987 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Essex Financial Services, Inc. | History | No change | 32,351 | 972 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Saber Capital Managment, LLC | History | No change | 31,460 | 945 | 0.64% | 0.64% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Holocene Advisors, LP | History | No change | 30,720 | 923 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 30,000 | 901 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 34,609 | 898 | 0.01% | 0.01% | 199 | -400 | -1.14% | Q3 2026 | Oct 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 29,182 | 876 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Maryland State Retirement & Pension System | History | No change | 29,034 | 872 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 28,801 | 865 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 28,071 | 843 | 0.08% | 0.08% | 203 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFM Investors Pty Ltd | History | Added to | 31,084 | 807 | 0.01% | 0.0% | 204 | +5,964 | 23.74% | Q3 2026 | Oct 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 26,879 | 807 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 30,219 | 785 | 0.0% | 0.0% | 206 | +6,159 | 25.6% | Q3 2026 | Nov 02, 2026 |
| Bleakley Financial Group, LLC | History | No change | 26,047 | 782 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NEOS Investment Management LLC | History | Added to | 29,814 | 774 | 0.0% | 0.0% | 208 | +3,555 | 13.54% | Q3 2026 | Nov 04, 2026 |
| ALLSTATE CORP | History | No change | 25,666 | 771 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 25,147 | 755 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dakota Wealth Management | History | No change | 25,111 | 754 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 24,951 | 749 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| State of Wyoming | History | Reduced | 28,667 | 744 | 0.06% | 0.16% | 213 | -22,554 | -44.03% | Q3 2026 | Oct 28, 2026 |
| Wavvest Wealth LLC | History | New | 28,403 | 737 | 0.59% | — | 214 | +28,403 | New | Q3 2026 | Oct 21, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 24,195 | 727 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 27,419 | 712 | 0.02% | 0.02% | 216 | -1,616 | -5.57% | Q3 2026 | Oct 13, 2026 |
| TOWER BRIDGE ADVISORS | History | No change | 23,062 | 693 | 0.06% | 0.06% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Frec Markets, Inc. | History | No change | 22,868 | 687 | 0.06% | 0.06% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 22,546 | 677 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 25,176 | 648 | 0.0% | 0.0% | 220 | +10,688 | 73.77% | Q3 2026 | Oct 23, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 21,509 | 646 | 0.16% | 0.16% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SummitTX Capital, L.P. | History | No change | 21,478 | 645 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 21,279 | 639 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LDR Capital Management LLC | History | Reduced | 24,578 | 638 | 0.79% | 0.91% | 224 | -1,616 | -6.17% | Q3 2026 | Oct 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 24,561 | 637 | 0.0% | 0.0% | 225 | +1,749 | 7.67% | Q3 2026 | Nov 03, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 24,417 | 634 | 0.03% | 0.03% | 226 | +3,800 | 18.43% | Q3 2026 | Nov 03, 2026 |
| M&T BANK CORP | History | No change | 21,035 | 632 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kovack Advisors, Inc. | History | No change | 21,037 | 631 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GROUP ONE TRADING LLC | History | No change | 20,900 | 628 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 20,731 | 623 | 0.04% | 0.04% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthspire Advisors, LLC | History | No change | 20,481 | 615 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alpine Global Management, LLC | History | No change | 19,713 | 592 | 0.1% | 0.1% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pensionfund Sabic | History | Reduced | 22,500 | 584 | 0.7% | 0.77% | 233 | -1,500 | -6.25% | Q3 2026 | Oct 05, 2026 |
| Swedbank AB | History | No change | 22,226 | 577 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 19,022 | 571 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 21,985 | 570 | 0.01% | 0.01% | 236 | -159 | -0.72% | Q3 2026 | Oct 22, 2026 |
| Summit Trail Advisors, LLC | History | No change | 18,912 | 568 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 21,745 | 564 | 0.0% | 0.0% | 238 | +26 | 0.12% | Q3 2026 | Oct 20, 2026 |
| Tidal Investments LLC | History | No change | 18,614 | 559 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 18,451 | 554 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 17,733 | 532 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Camelot Portfolios, LLC | History | No change | 17,719 | 532 | 0.37% | 0.37% | 242 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| iA Global Asset Management Inc. | History | New | 19,988 | 519 | 0.01% | — | 243 | +19,988 | New | Q3 2026 | Oct 29, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 17,240 | 518 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 17,112 | 514 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 17,628 | 507 | 0.27% | 0.27% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 19,497 | 506 | 0.01% | 0.01% | 247 | -15 | -0.08% | Q3 2026 | Oct 27, 2026 |
| Merited Wealth, LLC | History | No change | 19,422 | 504 | 0.35% | 0.41% | 248 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 19,126 | 496 | 0.0% | 0.01% | 249 | -43 | -0.22% | Q3 2026 | Oct 23, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 18,494 | 480 | 0.15% | 0.16% | 250 | +1,911 | 11.52% | Q3 2026 | Oct 23, 2026 |
| UniSuper Management Pty Ltd | History | No change | 18,500 | 480 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 17,689 | 459 | 0.03% | 0.03% | 252 | +599 | 3.5% | Q3 2026 | Oct 16, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 17,406 | 452 | 0.03% | 0.03% | 253 | +150 | 0.87% | Q3 2026 | Nov 05, 2026 |
| Kestra Investment Management, LLC | History | Added to | 16,881 | 438 | 0.01% | 0.01% | 254 | +3,198 | 23.37% | Q3 2026 | Nov 04, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 14,251 | 428 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 14,092 | 423 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Focus Partners Wealth | History | No change | 13,749 | 413 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KDT Advisors, LLC | History | No change | 13,651 | 410 | 0.57% | 0.57% | 258 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 13,600 | 408 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 13,380 | 402 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 13,292 | 399 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Korea Investment CORP | History | No change | 12,853 | 386 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 12,791 | 384 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bayforest Capital Ltd | History | Added to | 14,776 | 383 | 0.57% | 0.41% | 264 | +13 | 0.09% | Q3 2026 | Nov 03, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 14,655 | 380 | 0.05% | 0.06% | 265 | -690 | -4.5% | Q3 2026 | Oct 30, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Reduced | 14,593 | 378 | 0.16% | 0.18% | 266 | -60 | -0.41% | Q3 2026 | Oct 28, 2026 |
| Moran Wealth Management, LLC | History | Added to | 14,391 | 373 | 0.01% | 0.01% | 267 | +464 | 3.33% | Q3 2026 | Oct 22, 2026 |
| Pallas Capital Advisors LLC | History | No change | 12,304 | 369 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 13,091 | 339 | 0.0% | 0.0% | 269 | +3,271 | 33.31% | Q3 2026 | Nov 03, 2026 |
| SIGNATUREFD, LLC | History | Added to | 12,947 | 336 | 0.0% | 0.0% | 270 | +1,629 | 14.39% | Q3 2026 | Oct 23, 2026 |
| CreativeOne Wealth, LLC | History | No change | 11,068 | 332 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 10,863 | 326 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | New | 12,394 | 321 | 0.01% | — | 274 | +12,394 | New | Q3 2026 | Oct 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 12,767 | 321 | 0.0% | 0.0% | 273 | -1,232 | -8.8% | Q3 2026 | Nov 04, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 10,370 | 311 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Added to | 11,904 | 309 | 0.0% | 0.0% | 276 | +5 | 0.04% | Q3 2026 | Nov 03, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 10,268 | 308 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 11,697 | 303 | 0.0% | — | 279 | +11,697 | New | Q3 2026 | Oct 16, 2026 |
| KBC Group NV | History | Reduced | 11,686 | 303 | 0.0% | 0.0% | 278 | -1,145 | -8.92% | Q3 2026 | Oct 22, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 11,917 | 300 | 0.0% | 0.0% | 280 | -1,646 | -12.14% | Q3 2026 | Oct 16, 2026 |
| COMMERCE BANK | History | No change | 9,945 | 298 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 9,655 | 290 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 9,482 | 284 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 10,875 | 282 | 0.01% | 0.02% | 284 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 9,079 | 272 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MBL Wealth, LLC | History | New | 10,428 | 270 | 0.02% | — | 286 | +10,428 | New | Q3 2026 | Oct 22, 2026 |
| West Family Investments, Inc. | History | No change | 8,895 | 267 | 0.08% | 0.08% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,204 | 264 | 0.0% | 0.0% | 289 | +2,969 | 41.04% | Q3 2026 | Nov 02, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 10,181 | 264 | 0.0% | 0.0% | 288 | +228 | 2.29% | Q3 2026 | Nov 03, 2026 |
| NewEdge Wealth, LLC | History | No change | 8,730 | 262 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wick Capital Partners, LLC | History | No change | 8,723 | 262 | 0.04% | 0.04% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | No change | 10,055 | 261 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| DnB Asset Management AS | History | No change | 8,676 | 260 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 9,938 | 258 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MAI Capital Management | History | No change | 8,511 | 255 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Utah Retirement Systems | History | No change | 8,119 | 243 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 7,726 | 232 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIGHTON JONES LLC | History | Added to | 8,873 | 230 | 0.0% | 0.0% | 299 | +812 | 10.07% | Q3 2026 | Nov 03, 2026 |
| INGALLS & SNYDER LLC | History | No change | 7,668 | 230 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Machina Capital S.A.S. | History | No change | 7,640 | 229 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC Asset Management Inc | History | Reduced | 8,754 | 227 | 0.0% | 0.0% | 302 | -211 | -2.35% | Q3 2026 | Nov 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7,350 | 227 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 7,500 | 225 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIL Ltd | History | No change | 7,268 | 218 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 7,521 | 218 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 7,236 | 217 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 8,255 | 214 | 0.0% | — | 307 | +8,255 | New | Q3 2026 | Oct 20, 2026 |
| Diametric Capital, LP | History | No change | 7,039 | 211 | 0.02% | 0.02% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,043 | 211 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 6,991 | 210 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Moss Adams Wealth Advisors LLC | History | New | 8,005 | 207 | 0.01% | — | 311 | +8,005 | New | Q3 2026 | Oct 28, 2026 |
| Curated Wealth Partners LLC | History | New | 7,964 | 206 | 0.02% | — | 314 | +7,964 | New | Q3 2026 | Oct 15, 2026 |
| Ethic Inc. | History | Reduced | 7,963 | 206 | 0.0% | 0.01% | 312 | -7,120 | -47.21% | Q3 2026 | Nov 03, 2026 |
| DoubleLine ETF Adviser LP | History | No change | 6,869 | 206 | 0.09% | 0.09% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,843 | 205 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sivia Capital Partners, LLC | History | No change | 6,780 | 203 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Norinchukin Bank, The | History | No change | 6,668 | 200 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 6,870 | 178 | 0.01% | 0.01% | 318 | +1,842 | 36.63% | Q3 2026 | Oct 08, 2026 |
| STRS OHIO | History | Added to | 6,673 | 173 | 0.0% | 0.0% | 319 | +1,220 | 22.37% | Q3 2026 | Oct 30, 2026 |
| Covestor Ltd | History | Added to | 6,148 | 160 | 0.1% | 0.04% | 320 | +3,674 | 148.5% | Q3 2026 | Oct 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,105 | 158 | 0.0% | 0.0% | 321 | +3,800 | 164.86% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | No change | 5,249 | 157 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 4,874 | 146 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,616 | 145 | 0.0% | 0.01% | 324 | +546 | 10.77% | Q3 2026 | Nov 04, 2026 |
| Grove Bank & Trust | History | Added to | 5,508 | 143 | 0.01% | 0.02% | 325 | +114 | 2.11% | Q3 2026 | Oct 08, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 5,376 | 139 | 0.01% | 0.01% | 326 | +2,653 | 97.43% | Q3 2026 | Oct 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 5,072 | 131 | 0.01% | 0.0% | 327 | +1,949 | 62.41% | Q3 2026 | Nov 04, 2026 |
| Daytona Street Capital LLC | History | No change | 5,876 | 131 | 0.09% | 0.12% | 328 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,702 | 111 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 3,631 | 109 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,433 | 103 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sava Infond d.o.o. | History | Added to | 3,925 | 101 | 0.01% | 0.0% | 332 | +3,250 | 481.48% | Q3 2026 | Oct 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,744 | 97 | 0.01% | 0.01% | 333 | +102 | 2.8% | Q3 2026 | Oct 27, 2026 |
| Kozak & Associates, Inc. | History | No change | 3,848 | 97 | 0.02% | 0.02% | 334 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 3,086 | 92 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BESSEMER GROUP INC | History | No change | 2,573 | 77 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | Added to | 2,954 | 76 | 0.03% | 0.03% | 337 | +653 | 28.38% | Q3 2026 | Oct 14, 2026 |
| WHITTIER TRUST CO | History | No change | 2,510 | 71 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 2,704 | 70 | 0.01% | 0.0% | 339 | +2,451 | 968.77% | Q3 2026 | Oct 26, 2026 |
| IFP Advisors, Inc | History | Added to | 2,567 | 66 | 0.0% | 0.0% | 340 | +1,180 | 85.08% | Q3 2026 | Oct 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,208 | 66 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 2,225 | 66 | 0.02% | 0.02% | 342 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | No change | 2,000 | 60 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 2,060 | 53 | 0.0% | 0.0% | 344 | +18 | 0.88% | Q3 2026 | Oct 26, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,736 | 52 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | No change | 1,751 | 52 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 2,015 | 52 | 0.03% | 0.04% | 347 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Fortitude Family Office, LLC | History | Added to | 1,982 | 51 | 0.01% | 0.01% | 349 | +1,004 | 102.66% | Q3 2026 | Oct 14, 2026 |
| Nykredit A/S | History | No change | 1,729 | 51 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 1,661 | 49 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,876 | 48 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| CVA Family Office, LLC | History | No change | 1,597 | 47 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,695 | 44 | 0.0% | 0.0% | 353 | +1,299 | 328.03% | Q3 2026 | Oct 01, 2026 |
| Quarry LP | History | No change | 1,457 | 43 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 1,619 | 42 | 0.0% | — | 355 | +1,619 | New | Q3 2026 | Oct 21, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,506 | 39 | 0.0% | 0.0% | 357 | +21 | 1.41% | Q3 2026 | Oct 29, 2026 |
| Horizon Investments, LLC | History | No change | 1,363 | 39 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 196 | 36 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 1,189 | 35 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,183 | 35 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Markowski Investments | History | Added to | 1,238 | 32 | 0.01% | 0.01% | 363 | +387 | 45.48% | Q3 2026 | Oct 30, 2026 |
| Advisors Asset Management, Inc. | History | No change | 1,098 | 32 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 1,084 | 32 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,063 | 31 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | No change | 988 | 29 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smartleaf Asset Management LLC | History | No change | 977 | 29 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 1,059 | 27 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CX Institutional | History | Added to | 985 | 26 | 0.0% | 0.0% | 369 | +25 | 2.6% | Q3 2026 | Oct 02, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 895 | 26 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 802 | 24 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| True Wealth Design, LLC | History | Added to | 893 | 23 | 0.01% | 0.0% | 372 | +234 | 35.51% | Q3 2026 | Oct 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 769 | 23 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 874 | 22 | 0.0% | 0.0% | 373 | +70 | 8.71% | Q3 2026 | Oct 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 712 | 21 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 632 | 16 | 0.0% | 0.0% | 375 | +12 | 1.94% | Q3 2026 | Oct 23, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 650 | 16 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| DANSKE BANK A/S | History | No change | 500 | 15 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SouthState Bank Corp | History | No change | 481 | 14 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 577 | 14 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Sachetta, LLC | History | No change | 490 | 14 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rossby Financial, LCC | History | Added to | 520 | 13 | 0.0% | — | 383 | +515 | 10300.0% | Q3 2026 | Nov 05, 2026 |
| Larson Financial Group LLC | History | Added to | 536 | 13 | 0.0% | 0.0% | 381 | +38 | 7.63% | Q3 2026 | Nov 05, 2026 |
| Avion Wealth | History | Added to | 517 | 13 | 0.0% | 0.0% | 382 | +17 | 3.4% | Q3 2026 | Nov 03, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 482 | 12 | 0.0% | 0.0% | 387 | +232 | 92.8% | Q3 2026 | Oct 30, 2026 |
| Bare Financial Services, Inc | History | Reduced | 498 | 12 | 0.0% | 0.0% | 386 | -27 | -5.14% | Q3 2026 | Nov 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 404 | 12 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 483 | 12 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 493 | 12 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 462 | 11 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Persistent Asset Partners Ltd | History | No change | 389 | 11 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 416 | 10 | 0.0% | 0.0% | 392 | +98 | 30.82% | Q3 2026 | Oct 19, 2026 |
| NVWM, LLC | History | No change | 393 | 10 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Forum Finance Group S.A. | History | No change | 400 | 10 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polaris Financial Partners | History | New | 361 | 9 | 0.0% | — | 396 | +361 | New | Q3 2026 | Oct 02, 2026 |
| Clear Street Group Inc. | History | No change | 300 | 9 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cromwell Holdings LLC | History | No change | 351 | 9 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 300 | 7 | 0.0% | — | 398 | +300 | New | Q3 2026 | Oct 26, 2026 |
| Carolina Wealth Advisors, LLC | History | New | 287 | 7 | 0.0% | — | 399 | +287 | New | Q3 2026 | Oct 23, 2026 |
| Independence Bank of Kentucky | History | No change | 291 | 7 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 243 | 6 | 0.0% | 0.0% | 401 | -393 | -61.79% | Q3 2026 | Oct 28, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 223 | 6 | 0.0% | — | 405 | +223 | New | Q3 2026 | Oct 22, 2026 |
| City State Bank | History | Added to | 243 | 6 | 0.0% | 0.0% | 403 | +200 | 465.12% | Q3 2026 | Oct 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 235 | 6 | 0.0% | 0.0% | 404 | -200 | -45.98% | Q3 2026 | Oct 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 245 | 6 | 0.0% | 0.0% | 400 | +73 | 42.44% | Q3 2026 | Oct 23, 2026 |
| Triumph Capital Management | History | No change | 250 | 6 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| FIRST HORIZON CORP | History | Reduced | 211 | 5 | 0.0% | 0.0% | 406 | -243 | -53.52% | Q3 2026 | Oct 26, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 220 | 5 | 0.0% | 0.0% | 407 | -58 | -20.86% | Q3 2026 | Oct 20, 2026 |
| Leonteq Securities AG | History | No change | 206 | 5 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 186 | 5 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 170 | 5 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 183 | 5 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UMB Private Wealth Management, LLC | History | New | 165 | 4 | 0.0% | — | 418 | +165 | New | Q3 2026 | Oct 19, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 157 | 4 | 0.0% | — | 417 | +157 | New | Q3 2026 | Oct 29, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 152 | 4 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Optiver Holding B.V. | History | No change | 141 | 4 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bell Investment Advisors, Inc | History | No change | 190 | 4 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Millstone Evans Group, LLC | History | No change | 155 | 4 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Phillip James Consulting Co. | History | No change | 175 | 4 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 121 | 3 | 0.0% | — | 427 | +121 | New | Q3 2026 | Oct 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 116 | 3 | 0.0% | 0.0% | 420 | +66 | 132.0% | Q3 2026 | Oct 22, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 142 | 3 | 0.0% | 0.0% | 423 | +7 | 5.19% | Q3 2026 | Oct 15, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 148 | 3 | 0.0% | 0.0% | 419 | +4 | 2.78% | Q3 2026 | Oct 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 154 | 3 | 0.0% | 0.0% | 422 | -1 | -0.65% | Q3 2026 | Oct 28, 2026 |
| MATHER GROUP, LLC. | History | No change | 146 | 3 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Fairscale Capital, LLC | History | No change | 121 | 3 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Graney & King, LLC | History | No change | 112 | 3 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EFG International AG | History | No change | 110 | 3 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 88 | 2 | 0.0% | 0.0% | 431 | -363 | -80.49% | Q3 2026 | Oct 15, 2026 |
| Asset Dedication, LLC | History | Reduced | 84 | 2 | 0.0% | 0.0% | 428 | -110 | -56.7% | Q3 2026 | Nov 02, 2026 |
| Elyxium Wealth, LLC | History | New | 108 | 2 | 0.0% | — | 440 | +108 | New | Q3 2026 | Oct 27, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 100 | 2 | 0.0% | 0.0% | 432 | -102 | -50.5% | Q3 2026 | Oct 07, 2026 |
| Ascentis Wealth Management, LLC | History | New | 102 | 2 | 0.0% | — | 439 | +102 | New | Q3 2026 | Nov 03, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 85 | 2 | 0.0% | — | 441 | +85 | New | Q3 2026 | Oct 27, 2026 |
| KFG LLC | History | New | 79 | 2 | 0.0% | — | 442 | +79 | New | Q3 2026 | Nov 02, 2026 |
| Caldwell Trust Co | History | Reduced | 108 | 2 | 0.0% | 0.0% | 436 | -12 | -10.0% | Q3 2026 | Oct 30, 2026 |
| Heritage Wealth Advisors | History | No change | 83 | 2 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 100 | 2 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 90 | 2 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Crews Bank & Trust | History | No change | 90 | 2 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 70 | 2 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Financial Management LLC | History | No change | 85 | 2 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 81 | 2 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 29 | 1 | 0.0% | 0.0% | 446 | -171 | -85.5% | Q3 2026 | Oct 27, 2026 |
| Canton Hathaway, LLC | History | New | 60 | 1 | 0.0% | — | 465 | +60 | New | Q3 2026 | Oct 23, 2026 |
| High Note Wealth, LLC | History | New | 57 | 1 | 0.0% | — | 466 | +57 | New | Q3 2026 | Oct 27, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 48 | 1 | 0.0% | 0.0% | 444 | -46 | -48.94% | Q3 2026 | Oct 30, 2026 |
| Clark Wealth Partners | History | New | 40 | 1 | 0.0% | — | 467 | +40 | New | Q3 2026 | Oct 16, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 61 | 1 | 0.0% | — | 457 | +31 | 103.33% | Q3 2026 | Nov 04, 2026 |
| WPG Advisers, LLC | History | Added to | 62 | 1 | 0.0% | 0.0% | 461 | +1 | 1.64% | Q3 2026 | Oct 27, 2026 |
| COUNTRY TRUST BANK | History | No change | 71 | 1 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Westside Investment Management, Inc. | History | No change | 48 | 1 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Darwin Wealth Management, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CNB Bank | History | No change | 38 | 1 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 55 | 1 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 51 | 1 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SHP Wealth Management | History | No change | 43 | 1 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 56 | 1 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Lodestone Wealth Management LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Vanguard National Trust Co | History | No change | 59 | 1 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Perspectives, Inc | History | No change | 45 | 1 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Westfuller Advisors, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aventura Private Wealth, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BAYBAN | History | No change | 60 | 1 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sankala Group LLC | History | No change | 63 | 1 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Howard Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,684 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Closed out | 0 | 0 | — | 0.01% | — | -11,277 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -10,421 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,874 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Convergence Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,078 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,793 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Principle Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,690 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -7,224 | -100.0% | Q3 2026 | Nov 03, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,170 | -100.0% | Q3 2026 | Oct 09, 2026 |
| Sippican Capital Advisors | History | Closed out | 0 | 0 | — | 0.12% | — | -6,745 | -100.0% | Q3 2026 | Oct 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -6,690 | -100.0% | Q3 2026 | Nov 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,725 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Axiom Investment Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,000 | -100.0% | Q3 2026 | Nov 03, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -483 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Brooklyn FI, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -275 | -100.0% | Q3 2026 | Nov 05, 2026 |
| GGM Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -229 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Robinswood Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q3 2026 | Oct 20, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -177 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Ares Financial Consulting, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q3 2026 | Oct 19, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2026 | Oct 15, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Solstein Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2026 | Nov 02, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2026 | Oct 21, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 32 | 0 | — | — | — | +32 | New | Q3 2026 | Oct 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Balance Wealth Partners LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q3 2026 | Oct 27, 2026 |
| Key FInancial Inc | History | Reduced | 1 | 0 | — | — | — | -23 | -95.83% | Q3 2026 | Nov 02, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2026 | Oct 29, 2026 |
| DT Investment Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 37 | 0 | — | — | — | +14 | 60.87% | Q3 2026 | Nov 05, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Oct 29, 2026 |
| BFSG, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 28, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Davis Capital Management | History | Added to | 14 | 0 | — | — | — | +6 | 75.0% | Q3 2026 | Oct 08, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 4 | 0 | — | — | — | -6 | -60.0% | Q3 2026 | Oct 28, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Ascentis Independent Advisors | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Nov 03, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q3 2026 | Oct 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 20 | 0 | — | — | — | -1 | -4.76% | Q3 2026 | Oct 09, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Estabrook Capital Management | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manchester Capital Management LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Johnson Financial Group, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crewe Advisors LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Quaker Wealth Management, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Truvestments Capital LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Osbon Capital Management LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 34 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Evolution Advisers, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abound Wealth Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Nemes Rush Group LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Disciplina Capital Management LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valued Wealth Advisors LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JPL Wealth Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| WealthCollab, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Granite FO LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Seneschal Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Synergy Investment Management, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MidFirst Bank | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Boreal Capital Management LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basepoint Wealth LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Torren Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Advocate Investing Services LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CrossGen Wealth, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 34 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| 1015 Capital Partners, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BFC Planning, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |