Marex Group plc - MRX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| 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 | 5,368,485 | 327,209 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 4,923,341 | 300,079 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 4,594,149 | 280,013 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital International Investors | History | No change | 3,264,364 | 198,962 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 2,600,436 | 115,927 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 1,626,702 | 99,147 | 0.12% | 0.12% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAMLYN CAPITAL, LLC | History | No change | 1,483,250 | 90,404 | 1.47% | 1.47% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 1,404,552 | 85,607 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ophir Asset Management Pty Ltd | History | No change | 1,391,511 | 84,812 | 6.98% | 6.98% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,335,436 | 81,394 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,291,337 | 78,706 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Granahan Investment Management, LLC | History | No change | 1,254,283 | 76,448 | 2.72% | 2.72% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,169,722 | 71,294 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 1,111,339 | 67,678 | 0.55% | 0.55% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 1,026,731 | 62,579 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 1,009,199 | 61,510 | 0.18% | 0.18% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 1,043,286 | 61,491 | 0.09% | 0.09% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 904,162 | 55,108 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 897,253 | 52,884 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 775,023 | 47,237 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | No change | 688,665 | 41,974 | 0.14% | 0.14% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 604,393 | 36,837 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 569,895 | 34,735 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 551,753 | 33,629 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 538,128 | 32,798 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Praetorian PR LLC | History | No change | 500,000 | 30,475 | 9.71% | 9.71% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 469,510 | 28,616 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FEDERATED HERMES, INC. | History | No change | 464,935 | 28,337 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 449,433 | 27,392 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 429,800 | 26,196 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 419,120 | 25,545 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALGERT GLOBAL LLC | History | No change | 411,697 | 25,092 | 0.3% | 0.3% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Capital LLC | History | No change | 408,016 | 24,868 | 0.09% | 0.09% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 385,479 | 23,495 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 372,910 | 22,728 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 367,225 | 22,382 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 355,507 | 21,668 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 354,764 | 21,622 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 347,067 | 21,153 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 295,517 | 18,011 | 0.08% | 0.08% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 291,285 | 17,753 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 289,033 | 17,616 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | No change | 275,027 | 16,762 | 0.16% | 0.16% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Intrinsic Edge Capital Management LLC | History | No change | 272,776 | 16,625 | 1.72% | 1.72% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 262,551 | 16,002 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 244,695 | 14,914 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 241,071 | 14,693 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 242,209 | 14,275 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hudson Bay Capital Management LP | History | No change | 228,742 | 13,941 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 227,503 | 13,866 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 210,293 | 12,817 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 180,087 | 10,976 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 171,846 | 10,474 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | No change | 162,617 | 9,911 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 158,207 | 9,642 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 155,555 | 9,481 | 0.18% | 0.18% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 130,828 | 7,973 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 128,477 | 7,830 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 87,087 | 5,307 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Boston Partners | History | No change | 80,278 | 4,892 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Engle Capital Management, L.P. | History | No change | 79,037 | 4,817 | 1.32% | 1.32% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 77,995 | 4,753 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 77,128 | 4,700 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE GROUP LLC | History | No change | 75,675 | 4,612 | 0.19% | 0.19% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 74,677 | 4,551 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 74,611 | 4,548 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 68,815 | 4,194 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EPACRIA CAPITAL PARTNERS, LLC | History | No change | 65,400 | 3,986 | 3.08% | 3.08% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 64,890 | 3,955 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 62,216 | 3,792 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 61,420 | 3,743 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 60,445 | 3,684 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 56,688 | 3,455 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 55,286 | 3,369 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 53,603 | 3,267 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 52,700 | 3,212 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 50,292 | 3,065 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 45,412 | 2,767 | 0.26% | 0.26% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 42,000 | 2,559 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 40,329 | 2,458 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 36,337 | 2,214 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 31,744 | 1,934 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 30,567 | 1,863 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 28,673 | 1,747 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Massar Capital Management, LP | History | No change | 25,991 | 1,584 | 0.15% | 0.15% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 25,298 | 1,541 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 21,303 | 1,298 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Militia Capital Management LLC | History | No change | 20,000 | 1,219 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 19,030 | 1,160 | 0.07% | 0.07% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 18,365 | 1,119 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aquatic Capital Management LLC | History | No change | 17,662 | 1,076 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 17,200 | 1,048 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SG Americas Securities, LLC | History | No change | 15,655 | 954 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 14,881 | 906 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORMULA GROWTH LTD | History | No change | 13,700 | 835 | 0.29% | 0.29% | 95 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 13,371 | 814 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 13,060 | 796 | 0.1% | 0.1% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 12,868 | 784 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 11,833 | 721 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIM, LLC | History | No change | 10,584 | 645 | 0.08% | 0.08% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 10,383 | 632 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dauntless Investment Group, LLC | History | No change | 10,324 | 629 | 0.49% | 0.49% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 9,979 | 608 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savant Capital, LLC | History | No change | 10,841 | 594 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | No change | 9,596 | 584 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marble Bar Asset Management LLP | History | No change | 9,000 | 548 | 0.38% | 0.38% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 8,962 | 546 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 111 Capital | History | New | 7,820 | 545 | 0.08% | — | 108 | +7,820 | New | Q3 2026 | Nov 03, 2026 |
| Neo Ivy Capital Management | History | No change | 8,492 | 517 | 0.12% | 0.12% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 8,261 | 503 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 7,148 | 498 | 0.02% | — | 111 | +7,148 | New | Q3 2026 | Oct 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,149 | 436 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,320 | 385 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Inspire Advisors, LLC | History | No change | 6,025 | 365 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 5,693 | 346 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,651 | 344 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 5,426 | 330 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 5,409 | 329 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 5,347 | 325 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | No change | 5,244 | 319 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,242 | 319 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,221 | 318 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 5,121 | 312 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keebeck Wealth Management | History | No change | 5,000 | 304 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Freestone Grove Partners LP | History | No change | 4,982 | 303 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 4,762 | 290 | 0.16% | 0.16% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 4,562 | 278 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 4,159 | 253 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Numerai GP LLC | History | No change | 4,118 | 250 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlueCrest Capital Management Ltd | History | No change | 4,000 | 243 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop Holdings Inc. | History | No change | 3,775 | 230 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 3,631 | 221 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 3,602 | 219 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 3,461 | 210 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 3,393 | 206 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,696 | 188 | 0.0% | 0.0% | 136 | +14 | 0.52% | Q3 2026 | Oct 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,227 | 135 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,209 | 73 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 858 | 52 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Hughes Financial Services, LLC | History | No change | 801 | 52 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 799 | 48 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 716 | 45 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 635 | 39 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 597 | 35 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 450 | 27 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GROUP ONE TRADING LLC | History | No change | 439 | 26 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 432 | 26 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 401 | 24 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 354 | 21 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 354 | 21 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 336 | 20 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Park Place Capital Corp | History | No change | 331 | 20 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 250 | 17 | 0.0% | 0.0% | 153 | +20 | 8.7% | Q3 2026 | Nov 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 262 | 15 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 234 | 14 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 212 | 14 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 212 | 12 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 192 | 11 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | New | 122 | 8 | 0.0% | — | 159 | +122 | New | Q3 2026 | Oct 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 77 | 4 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 67 | 4 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthCollab, LLC | History | No change | 75 | 4 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 38 | 2 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 29 | 1 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UMB Bank, n.a. | History | No change | 18 | 1 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| WASATCH ADVISORS LP | History | Closed out | 0 | 0 | — | 0.67% | — | -1,683,061 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Swedbank AB | History | Closed out | 0 | 0 | — | 0.02% | — | -354,440 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.01% | — | -220,288 | -100.0% | Q3 2026 | Nov 02, 2026 |
| TimesSquare Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -211,722 | -100.0% | Q3 2026 | Nov 03, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -154,597 | -100.0% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Closed out | 0 | 0 | — | 0.04% | — | -135,005 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -125,108 | -100.0% | Q3 2026 | Nov 02, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Closed out | 0 | 0 | — | 1.2% | — | -109,733 | -100.0% | Q3 2026 | Oct 27, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Closed out | 0 | 0 | — | 0.46% | — | -91,388 | -100.0% | Q3 2026 | Oct 06, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -90,104 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Sidoxia Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.21% | — | -27,155 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -26,909 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Genesee Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -17,623 | -100.0% | Q3 2026 | Oct 20, 2026 |
| State of Alaska, Department of Revenue | History | Closed out | 0 | 0 | — | 0.01% | — | -17,330 | -100.0% | Q3 2026 | Oct 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.1% | — | -17,000 | -100.0% | Q3 2026 | Oct 08, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,232 | -100.0% | Q3 2026 | Oct 28, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,269 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Oakmont Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.34% | — | -8,160 | -100.0% | Q3 2026 | Oct 21, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,155 | -100.0% | Q3 2026 | Oct 28, 2026 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,013 | -100.0% | Q3 2026 | Oct 20, 2026 |
| XPONANCE LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,061 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Yorktown Management & Research Co Inc | History | Closed out | 0 | 0 | — | 0.22% | — | -5,900 | -100.0% | Q3 2026 | Oct 28, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,808 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.3% | — | -5,253 | -100.0% | Q3 2026 | Nov 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,195 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,086 | -100.0% | Q3 2026 | Oct 19, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -5,015 | -100.0% | Q3 2026 | Nov 04, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,989 | -100.0% | Q3 2026 | Nov 04, 2026 |
| KG Capital Management | History | Closed out | 0 | 0 | — | 0.18% | — | -4,909 | -100.0% | Q3 2026 | Oct 14, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,456 | -100.0% | Q3 2026 | Nov 02, 2026 |
| BankChampaign, National Association | History | Closed out | 0 | 0 | — | 0.19% | — | -4,082 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Vann Equity Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,840 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Allen Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,761 | -100.0% | Q3 2026 | Oct 27, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -776 | -100.0% | Q3 2026 | Oct 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -635 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Silver Grove Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -588 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -519 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -487 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -441 | -100.0% | Q3 2026 | Oct 23, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -414 | -100.0% | Q3 2026 | Oct 08, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -304 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q3 2026 | Oct 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2026 | Oct 05, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q3 2026 | Oct 16, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2026 | Oct 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2026 | Oct 28, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Bogart Wealth, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |