MITSUBISHI UFJ FINANCIAL GROUP INC - MUFG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 97,910,346 | 1,947,436 | 0.58% | 0.55% | 1 | +2,221,042 | 2.32% | Q2 2026 | Aug 04, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 48,170,066 | 958,102 | 2.01% | 1.83% | 2 | -3,286,319 | -6.39% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 14,874,982 | 295,863 | 0.03% | 0.03% | 3 | +491,654 | 3.42% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | Added to | 13,073,423 | 260,030 | 0.0% | 0.0% | 4 | +1,957,031 | 17.6% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,472,209 | 248,072 | 0.02% | 0.02% | 5 | +243,820 | 1.99% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 11,066,330 | 220,109 | 0.03% | 0.03% | 6 | -349,928 | -3.07% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 9,187,104 | 182,731 | 0.01% | 0.01% | 7 | +813,931 | 9.72% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 6,886,940 | 136,981 | 0.01% | 0.01% | 8 | -13,490 | -0.2% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 6,445,617 | 128,203 | 0.02% | 0.02% | 9 | +129,669 | 2.05% | Q2 2026 | Aug 14, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 6,274,113 | 124,792 | 0.32% | 0.3% | 10 | +84,784 | 1.37% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 5,723,173 | 113,833 | 0.09% | 0.1% | 11 | -1,229,935 | -17.69% | Q2 2026 | Aug 13, 2026 |
| FIL Ltd | History | Added to | 5,667,287 | 112,722 | 0.08% | 0.06% | 12 | +821,649 | 16.96% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 4,822,539 | 95,917 | 0.02% | 0.02% | 13 | -263,620 | -5.18% | Q2 2026 | Aug 03, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 4,028,393 | 80,124 | 1.42% | 1.35% | 14 | -33,251 | -0.82% | Q2 2026 | Aug 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 3,616,600 | 71,934 | 0.03% | 0.03% | 15 | +242,694 | 7.19% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 3,555,589 | 70,719 | 0.06% | 0.06% | 16 | -135,066 | -3.66% | Q2 2026 | Aug 14, 2026 |
| Aviso Financial Inc. | History | Reduced | 3,407,528 | 67,775 | 2.36% | 2.08% | 17 | -38,881 | -1.13% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,204,048 | 64,016 | 0.0% | 0.0% | 18 | +366,275 | 12.91% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 2,995,668 | 59,583 | 0.07% | 0.06% | 19 | +288,161 | 10.64% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,964,566 | 58,965 | 0.07% | 0.07% | 20 | +564,965 | 23.54% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 2,506,310 | 49,850 | 0.34% | 0.33% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,260,167 | 44,954 | 0.01% | 0.01% | 22 | +311,937 | 16.01% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,256,290 | 44,877 | 0.01% | 0.01% | 23 | -287,160 | -11.29% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,140,236 | 42,569 | 0.01% | 0.01% | 24 | +590,238 | 38.08% | Q2 2026 | Aug 14, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 2,059,506 | 40,963 | 0.2% | 0.16% | 25 | +360,611 | 21.23% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 1,874,094 | 37,275 | 0.0% | 0.01% | 26 | -395,286 | -17.42% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,847,481 | 36,746 | 0.01% | 0.01% | 27 | -93,791 | -4.83% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,625,882 | 32,776 | 0.01% | 0.01% | 28 | +217,216 | 15.42% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 1,548,878 | 30,807 | 0.02% | 0.02% | 29 | +233,094 | 17.72% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,413,433 | 28,099 | 0.02% | 0.02% | 30 | +132,669 | 10.36% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,402,109 | 27,887 | 0.0% | 0.0% | 31 | +38,383 | 2.81% | Q2 2026 | Aug 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,276,427 | 25,432 | 0.02% | 0.02% | 32 | +87,694 | 7.38% | Q2 2026 | Aug 13, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Added to | 1,229,407 | 24,456 | 0.23% | 0.19% | 33 | +152,176 | 14.13% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,221,405 | 24,293 | 0.11% | 0.09% | 34 | +127,481 | 11.65% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 1,217,315 | 24,212 | 0.0% | 0.0% | 35 | -248 | -0.02% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,198,052 | 23,829 | 0.01% | 0.01% | 36 | -235,326 | -16.42% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,032,140 | 20,529 | 0.0% | 0.0% | 37 | +950,693 | 1167.25% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | Added to | 986,652 | 19,532 | 0.3% | 0.12% | 38 | +585,289 | 145.83% | Q2 2026 | Aug 14, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 946,370 | 18,823 | 0.01% | 0.02% | 39 | -20,008 | -2.07% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 928,117 | 18,816 | 0.05% | 0.05% | 40 | +32,348 | 3.61% | Q2 2026 | Jul 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 931,287 | 18,523 | 0.06% | 0.06% | 41 | +20,290 | 2.23% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Reduced | 907,092 | 18,042 | 0.0% | 0.0% | 42 | -20,343 | -2.19% | Q2 2026 | Aug 07, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 855,487 | 17,032 | 0.22% | 0.21% | 43 | +346 | 0.04% | Q2 2026 | Jul 16, 2026 |
| SCS Capital Management LLC | History | Reduced | 819,852 | 16,306 | 0.15% | 0.15% | 44 | -4,236 | -0.51% | Q2 2026 | Aug 06, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 817,288 | 16,255 | 0.13% | 0.11% | 45 | +181,696 | 28.59% | Q2 2026 | Jul 14, 2026 |
| Invesco Ltd. | History | Reduced | 810,053 | 16,111 | 0.0% | 0.0% | 46 | -28,120 | -3.35% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 790,629 | 15,725 | 0.01% | 0.01% | 47 | -48,868 | -5.82% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | Reduced | 748,920 | 14,896 | 0.02% | 0.02% | 48 | -43,550 | -5.5% | Q2 2026 | Aug 14, 2026 |
| Permanens Capital L.P. | History | Reduced | 574,236 | 11,500 | 1.18% | 1.26% | 49 | -1,408 | -0.24% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 570,727 | 11,356 | 0.03% | 0.04% | 50 | -7,363 | -1.27% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 535,840 | 10,657 | 0.02% | 0.02% | 51 | -32,328 | -5.69% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | New | 522,637 | 10,395 | 0.0% | — | 52 | +522,637 | New | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 518,540 | 10,313 | 0.08% | 0.08% | 53 | +48,775 | 10.38% | Q2 2026 | Aug 11, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Reduced | 514,757 | 10,238 | 0.03% | 0.04% | 54 | -1,297 | -0.25% | Q2 2026 | Aug 12, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 487,481 | 9,695 | 0.57% | 0.62% | 55 | -79,364 | -14.0% | Q2 2026 | Jul 21, 2026 |
| Vident Advisory, LLC | History | Added to | 484,835 | 9,643 | 0.07% | 0.07% | 56 | +10,384 | 2.19% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 473,402 | 9,415 | 0.01% | 0.01% | 57 | -3,045 | -0.64% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 468,901 | 9,326 | 0.01% | 0.01% | 58 | -6,186 | -1.3% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 444,108 | 8,833 | 0.02% | 0.02% | 59 | +69,943 | 18.69% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 426,647 | 8,486 | 0.01% | 0.01% | 60 | -14,914 | -3.38% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 422,305 | 8,399 | 0.0% | 0.0% | 61 | +26,123 | 6.59% | Q2 2026 | Aug 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 418,348 | 8,320 | 0.0% | 0.01% | 62 | -587,902 | -58.43% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 415,270 | 8,259 | 0.01% | 0.01% | 63 | +33,133 | 8.67% | Q2 2026 | Aug 19, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 415,183 | 8,257 | 0.01% | 0.01% | 64 | -8,801 | -2.08% | Q2 2026 | Jul 28, 2026 |
| Guardian Partners Inc. | History | Reduced | 406,684 | 8,088 | 0.73% | 0.79% | 65 | -151,545 | -27.15% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 401,405 | 7,983 | 0.01% | 0.01% | 66 | -35,913 | -8.21% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 392,955 | 7,815 | 0.21% | 0.2% | 67 | +3,483 | 0.89% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 390,640 | 7,769 | 0.01% | 0.01% | 68 | +31,132 | 8.66% | Q2 2026 | Aug 13, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 383,724 | 7,632 | 0.21% | 0.27% | 69 | -144,380 | -27.34% | Q2 2026 | Aug 05, 2026 |
| ALLIANZ SE | History | Added to | 378,000 | 7,518 | 0.08% | 0.05% | 70 | +123,000 | 48.24% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 375,841 | 7,475 | 0.08% | 0.1% | 71 | +64,046 | 20.54% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 373,090 | 7,420 | 0.01% | 0.0% | 72 | +204,990 | 121.95% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 370,437 | 7,368 | 0.01% | 0.01% | 73 | +76,215 | 25.9% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 364,862 | 7,257 | 0.0% | 0.0% | 74 | +39,483 | 12.13% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | New | 354,111 | 7,043 | 0.01% | — | 75 | +354,111 | New | Q2 2026 | Aug 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 352,839 | 7,017 | 0.23% | 0.22% | 76 | -1,475 | -0.42% | Q2 2026 | Jul 30, 2026 |
| Focus Partners Wealth | History | Added to | 349,345 | 7,003 | 0.01% | 0.01% | 77 | +25,328 | 7.82% | Q2 2026 | Aug 12, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 346,501 | 6,891 | 1.4% | 1.34% | 78 | -3,959 | -1.13% | Q2 2026 | Jul 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 337,163 | 6,706 | 0.0% | 0.0% | 79 | +324,897 | 2648.76% | Q2 2026 | Aug 14, 2026 |
| BAMCO INC /NY/ | History | No change | 336,533 | 6,693 | 0.01% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 319,874 | 6,362 | 0.56% | 0.55% | 81 | +10,325 | 3.34% | Q2 2026 | Jul 30, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Reduced | 315,464 | 6,274 | 0.06% | 0.08% | 82 | -78,866 | -20.0% | Q2 2026 | Jul 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 315,420 | 6,273 | 0.0% | 0.0% | 83 | +18,462 | 6.22% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | Reduced | 314,107 | 6,247 | 0.12% | 0.12% | 84 | -455 | -0.14% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 314,015 | 6,246 | 0.0% | 0.0% | 85 | -22,197 | -6.6% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | New | 311,854 | 6,202 | 0.0% | — | 86 | +311,854 | New | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 307,497 | 6,116 | 0.08% | 0.08% | 87 | +16,282 | 5.59% | Q2 2026 | Jul 23, 2026 |
| M&T BANK CORP | History | Reduced | 302,379 | 6,014 | 0.02% | 0.02% | 88 | -11,945 | -3.8% | Q2 2026 | Aug 04, 2026 |
| Naviter Wealth, LLC | History | Added to | 297,300 | 6,002 | 0.54% | 0.5% | 89 | +61,470 | 26.07% | Q2 2026 | Aug 07, 2026 |
| Gradient Investments LLC | History | Added to | 301,721 | 6,001 | 0.08% | 0.08% | 90 | +16,157 | 5.66% | Q2 2026 | Jul 08, 2026 |
| Henry James International Management Inc. | History | Added to | 296,712 | 5,901 | 1.77% | 1.47% | 91 | +56,606 | 23.58% | Q2 2026 | Jul 09, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 294,071 | 5,849 | 0.09% | 0.08% | 92 | +12,957 | 4.61% | Q2 2026 | Aug 11, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Added to | 290,891 | 5,785 | 1.04% | 0.91% | 93 | +8,403 | 2.97% | Q2 2026 | Aug 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 285,918 | 5,687 | 0.01% | 0.01% | 94 | +9,506 | 3.44% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 282,623 | 5,621 | 0.04% | 0.05% | 95 | -50,920 | -15.27% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | Added to | 262,577 | 5,585 | 0.02% | 0.0% | 96 | +235,446 | 867.81% | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, LLC | History | New | 222,085 | 5,130 | 0.09% | — | 98 | +222,085 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 222,085 | 5,130 | 0.09% | 0.07% | 97 | -5,068 | -2.23% | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | History | Reduced | 236,138 | 4,696 | 0.05% | 0.05% | 99 | -26,987 | -10.26% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 231,322 | 4,605 | 0.01% | 0.01% | 100 | +22,879 | 10.98% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 228,609 | 4,547 | 0.0% | 0.0% | 101 | +18,282 | 8.69% | Q2 2026 | Aug 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 228,544 | 4,545 | 0.08% | 0.07% | 102 | +48,652 | 27.05% | Q2 2026 | Jul 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 206,495 | 4,107 | 0.03% | 0.02% | 103 | +21,019 | 11.33% | Q2 2026 | Jul 20, 2026 |
| Brooklyn Investment Group | History | No change | 241,824 | 4,103 | 0.13% | 0.13% | 104 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Compound Planning, Inc. | History | Added to | 205,851 | 4,094 | 0.11% | 0.1% | 105 | +21,706 | 11.79% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 203,085 | 4,039 | 0.02% | 0.02% | 106 | +6,787 | 3.46% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 203,057 | 4,038 | 0.02% | 0.01% | 107 | +27,227 | 15.48% | Q2 2026 | Aug 11, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 199,997 | 3,977 | 0.0% | 0.08% | 108 | -3,253,546 | -94.21% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 196,889 | 3,975 | 0.08% | 0.07% | 109 | +562 | 0.29% | Q2 2026 | Aug 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 229,938 | 3,902 | 0.12% | 0.12% | 110 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 193,699 | 3,852 | 0.38% | — | 111 | +193,699 | New | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 183,644 | 3,652 | 0.0% | 0.0% | 112 | -10,350 | -5.34% | Q2 2026 | Jul 29, 2026 |
| Caprock Group, LLC | History | Added to | 174,565 | 3,525 | 0.07% | 0.07% | 113 | +4,327 | 2.54% | Q2 2026 | Jul 27, 2026 |
| Altman Advisors, Inc. | History | Reduced | 176,171 | 3,504 | 1.26% | 1.25% | 115 | -1,029 | -0.58% | Q2 2026 | Aug 10, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Added to | 176,188 | 3,504 | 0.53% | 0.55% | 114 | +164 | 0.09% | Q2 2026 | Jul 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 172,564 | 3,432 | 0.0% | 0.0% | 116 | -77,202 | -30.91% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | Added to | 165,186 | 3,290 | 0.01% | 0.01% | 117 | +25,154 | 17.96% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 163,549 | 3,252 | 0.0% | 0.0% | 118 | +12,443 | 8.23% | Q2 2026 | Jul 30, 2026 |
| Myriad Asset Management Advisors LLC | History | New | 161,926 | 3,221 | 0.76% | — | 119 | +161,926 | New | Q2 2026 | Jul 20, 2026 |
| Corient Private Wealth LP | History | Reduced | 161,200 | 3,206 | 0.0% | 0.0% | 120 | -3,032 | -1.85% | Q2 2026 | Aug 27, 2026 |
| JCIC Asset Management Inc. | History | No change | 186,469 | 3,164 | 0.97% | 0.97% | 121 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Madison Asset Management, LLC | History | Reduced | 158,993 | 3,162 | 0.04% | 0.03% | 122 | -843 | -0.53% | Q2 2026 | Aug 10, 2026 |
| Dorsey Wright & Associates | History | Reduced | 157,134 | 3,125 | 0.53% | 0.47% | 123 | -65,896 | -29.55% | Q2 2026 | Aug 06, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | Reduced | 154,380 | 3,070 | 2.35% | 2.21% | 124 | -3,281 | -2.08% | Q2 2026 | Jul 21, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 152,605 | 3,035 | 0.01% | 0.01% | 125 | +33,210 | 27.82% | Q2 2026 | Jul 28, 2026 |
| Ethic Inc. | History | Added to | 151,087 | 3,005 | 0.04% | 0.03% | 126 | +23,540 | 18.46% | Q2 2026 | Jul 29, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 150,101 | 2,985 | 0.15% | 0.13% | 127 | +10,567 | 7.57% | Q2 2026 | Jul 16, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 148,216 | 2,947 | 0.03% | 0.02% | 128 | +3,041 | 2.09% | Q2 2026 | Jul 24, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 137,439 | 2,836 | 0.0% | 0.0% | 129 | +15,246 | 12.48% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 138,018 | 2,745 | 0.6% | 0.57% | 130 | -884 | -0.64% | Q2 2026 | Jul 09, 2026 |
| Jain Global LLC | History | Added to | 132,426 | 2,633 | 0.01% | 0.01% | 131 | +55,500 | 72.15% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 131,409 | 2,613 | 0.0% | 0.01% | 132 | -186,559 | -58.67% | Q2 2026 | Aug 13, 2026 |
| BTC Capital Management, Inc. | History | Added to | 131,341 | 2,612 | 0.16% | 0.15% | 133 | +4,973 | 3.94% | Q2 2026 | Jul 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 127,789 | 2,542 | 0.03% | 0.03% | 134 | +15,855 | 14.16% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 125,914 | 2,504 | 0.03% | 0.01% | 135 | +66,715 | 112.7% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 119,506 | 2,376 | 0.01% | 0.01% | 136 | +6,528 | 5.78% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 117,614 | 2,339 | 0.0% | 0.0% | 137 | +8,845 | 8.13% | Q2 2026 | Aug 14, 2026 |
| INTRUST BANK NA | History | Added to | 116,093 | 2,309 | 0.17% | 0.16% | 138 | +412 | 0.36% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 114,714 | 2,281 | 0.02% | 0.03% | 139 | -24,011 | -17.31% | Q2 2026 | Aug 03, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 114,162 | 2,270 | 0.11% | 0.12% | 140 | -21,578 | -15.9% | Q2 2026 | Jul 23, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 112,019 | 2,228 | 0.27% | 0.21% | 142 | +48,091 | 75.23% | Q2 2026 | Jul 23, 2026 |
| BAILARD, INC. | History | Added to | 112,061 | 2,228 | 0.05% | 0.04% | 141 | +2,936 | 2.69% | Q2 2026 | Jul 30, 2026 |
| Walleye Capital LLC | History | New | 111,745 | 2,222 | 0.01% | — | 143 | +111,745 | New | Q2 2026 | Aug 03, 2026 |
| CHOREO, LLC | History | Added to | 108,050 | 2,149 | 0.02% | 0.02% | 144 | +7,651 | 7.62% | Q2 2026 | Aug 04, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 106,721 | 2,122 | 0.03% | 0.03% | 145 | -4,711 | -4.23% | Q2 2026 | Jul 01, 2026 |
| Arax Advisory Partners | History | Added to | 106,208 | 2,112 | 0.01% | 0.01% | 146 | +95,263 | 870.38% | Q2 2026 | Aug 10, 2026 |
| Qtron Investments LLC | History | Reduced | 104,805 | 2,084 | 0.28% | 0.35% | 147 | -49,433 | -32.05% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 102,889 | 2,046 | 0.0% | 0.0% | 148 | -2,893 | -2.73% | Q2 2026 | Aug 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 100,440 | 2,006 | 0.07% | 0.06% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 98,845 | 1,966 | 0.89% | 0.86% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 98,633 | 1,962 | 0.02% | 0.02% | 151 | -1,939 | -1.93% | Q2 2026 | Jul 17, 2026 |
| GREENLEAF TRUST | History | Reduced | 96,029 | 1,910 | 0.02% | 0.02% | 152 | -2,793 | -2.83% | Q2 2026 | Jul 21, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 95,000 | 1,889 | 0.53% | 0.52% | 153 | +6,300 | 7.1% | Q2 2026 | Aug 12, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 94,296 | 1,875 | 0.23% | 0.31% | 154 | -7,533 | -7.4% | Q2 2026 | Aug 11, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 93,174 | 1,853 | 0.11% | 0.06% | 155 | +12,086 | 14.9% | Q2 2026 | Jul 16, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 93,042 | 1,850 | 0.0% | 0.0% | 156 | -14,741 | -13.68% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN CAPITAL LP | History | Added to | 91,177 | 1,813 | 0.04% | 0.04% | 157 | +48 | 0.05% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 90,600 | 1,802 | 0.01% | 0.01% | 158 | +2,925 | 3.34% | Q2 2026 | Jul 29, 2026 |
| Ballentine Partners, LLC | History | Added to | 88,535 | 1,760 | 0.02% | 0.02% | 159 | +7,276 | 8.95% | Q2 2026 | Jul 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 86,156 | 1,713 | 0.02% | 0.02% | 160 | -4,127 | -4.57% | Q2 2026 | Aug 05, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 84,570 | 1,682 | 0.07% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 83,422 | 1,659 | 0.03% | 0.03% | 162 | -951 | -1.13% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Added to | 82,613 | 1,643 | 0.01% | 0.01% | 163 | +13,656 | 19.8% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 95,877 | 1,627 | 0.0% | 0.0% | 164 | +12,546 | 15.06% | Q2 2026 | Aug 14, 2026 |
| Hudson Bay Capital Management LP | History | New | 81,321 | 1,617 | 0.0% | — | 165 | +81,321 | New | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 80,948 | 1,610 | 0.03% | 0.02% | 166 | +22,580 | 38.69% | Q2 2026 | Jul 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 80,661 | 1,604 | 0.01% | 0.01% | 167 | -51,670 | -39.05% | Q2 2026 | Jul 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 79,776 | 1,586 | 0.02% | 0.02% | 168 | +2,108 | 2.71% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 78,032 | 1,552 | 0.0% | 0.0% | 169 | -5,156 | -6.2% | Q2 2026 | Aug 05, 2026 |
| Voleon Capital Management LP | History | New | 77,971 | 1,550 | 0.03% | — | 170 | +77,971 | New | Q2 2026 | Aug 14, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 76,900 | 1,529 | 0.07% | 0.07% | 171 | +100 | 0.13% | Q2 2026 | Jul 21, 2026 |
| GeoWealth Management, LLC | History | Added to | 76,319 | 1,517 | 0.05% | 0.04% | 172 | +9,591 | 14.37% | Q2 2026 | Jul 30, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Reduced | 75,200 | 1,495 | 0.01% | 0.03% | 173 | -39,600 | -34.49% | Q2 2026 | Jul 23, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 74,982 | 1,491 | 0.01% | 0.01% | 174 | +14,953 | 24.91% | Q2 2026 | Aug 13, 2026 |
| CIBC Asset Management Inc | History | Reduced | 74,134 | 1,474 | 0.0% | 0.0% | 175 | -1,290 | -1.71% | Q2 2026 | Aug 03, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 71,435 | 1,420 | 0.04% | 0.05% | 176 | -6,276 | -8.08% | Q2 2026 | Jul 31, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 71,151 | 1,415 | 0.01% | 0.01% | 177 | +1,689 | 2.43% | Q2 2026 | Sep 08, 2026 |
| GAMMA Investing LLC | History | Added to | 71,040 | 1,412 | 0.05% | 0.05% | 178 | +9,809 | 16.02% | Q2 2026 | Jul 07, 2026 |
| Abel Hall, LLC | History | Added to | 69,120 | 1,374 | 0.24% | 0.24% | 179 | +1,490 | 2.2% | Q2 2026 | Jul 24, 2026 |
| Versant Capital Management, Inc | History | Reduced | 68,945 | 1,371 | 0.12% | 0.12% | 180 | -492 | -0.71% | Q2 2026 | Jul 02, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 62,360 | 1,350 | 0.25% | 0.21% | 181 | +355 | 0.57% | Q2 2026 | Jul 15, 2026 |
| Global Retirement Partners, LLC | History | New | 67,736 | 1,347 | 0.02% | — | 182 | +67,736 | New | Q2 2026 | Aug 06, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 66,298 | 1,318 | 0.06% | 0.06% | 183 | -698 | -1.04% | Q2 2026 | Aug 04, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 65,701 | 1,306 | 0.01% | 0.01% | 184 | -42 | -0.06% | Q2 2026 | Aug 14, 2026 |
| EWA, LLC | History | Reduced | 64,047 | 1,273 | 0.23% | 0.25% | 185 | -1,747 | -2.66% | Q2 2026 | Jul 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 63,273 | 1,258 | 0.02% | 0.02% | 186 | +88 | 0.14% | Q2 2026 | Aug 05, 2026 |
| BALLAST ADVISORS LLC | History | No change | 63,069 | 1,254 | 0.3% | 0.31% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 62,820 | 1,249 | 0.0% | 0.0% | 188 | -617 | -0.97% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 61,909 | 1,231 | 0.01% | 0.01% | 189 | -64,343 | -50.96% | Q2 2026 | Aug 18, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 59,536 | 1,184 | 0.1% | 0.11% | 190 | -7,498 | -11.19% | Q2 2026 | Aug 11, 2026 |
| Limestone Investment Advisors LP | History | No change | 59,213 | 1,177 | 0.09% | 0.08% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 57,693 | 1,147 | 0.04% | 0.04% | 192 | +6,512 | 12.72% | Q2 2026 | Jul 20, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 57,517 | 1,144 | 0.0% | 0.0% | 193 | -2,915 | -4.82% | Q2 2026 | Aug 13, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 57,447 | 1,142 | 0.13% | 0.15% | 194 | -6,783 | -10.56% | Q2 2026 | Jul 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 56,382 | 1,121 | 0.01% | 0.01% | 195 | -54 | -0.1% | Q2 2026 | Jul 13, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 55,562 | 1,105 | 0.06% | 0.05% | 196 | +10,199 | 22.48% | Q2 2026 | Jul 29, 2026 |
| InTrack Investment Management Inc | History | Added to | 55,301 | 1,099 | 0.54% | 0.4% | 197 | +14,132 | 34.33% | Q2 2026 | Jul 17, 2026 |
| Storgate, LLC | History | Added to | 54,550 | 1,085 | 0.23% | 0.28% | 198 | +33,328 | 157.04% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 49,645 | 1,074 | 0.0% | 0.0% | 199 | +11,341 | 29.61% | Q2 2026 | Jul 15, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 52,479 | 1,060 | 0.15% | 0.13% | 200 | -1,140 | -2.13% | Q2 2026 | Aug 07, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 52,854 | 1,051 | 0.08% | 0.08% | 201 | +2,013 | 3.96% | Q2 2026 | Jul 16, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 52,367 | 1,041 | 0.01% | 0.02% | 202 | -9,574 | -15.46% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | Added to | 52,322 | 1,040 | 0.0% | 0.0% | 203 | +541 | 1.04% | Q2 2026 | Jul 30, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | No change | 52,032 | 1,034 | 0.19% | 0.17% | 204 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 51,942 | 1,033 | 0.01% | 0.01% | 205 | -244 | -0.47% | Q2 2026 | Aug 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 50,964 | 1,013 | 0.02% | 0.02% | 206 | +836 | 1.67% | Q2 2026 | Aug 03, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | New | 50,000 | 994 | 0.01% | — | 207 | +50,000 | New | Q2 2026 | Jul 30, 2026 |
| Fiera Capital Corp | History | Added to | 49,692 | 988 | 0.0% | 0.0% | 208 | +7,298 | 17.21% | Q2 2026 | Aug 07, 2026 |
| Themes Management Co LLC | History | Reduced | 49,262 | 979 | 0.65% | 0.59% | 209 | -7,344 | -12.97% | Q2 2026 | Jul 21, 2026 |
| Trust Point Inc. | History | Added to | 49,093 | 976 | 0.08% | 0.07% | 210 | +712 | 1.47% | Q2 2026 | Jul 08, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 48,834 | 971 | 0.05% | 0.04% | 211 | +4,893 | 11.14% | Q2 2026 | Jul 24, 2026 |
| Henshaw Capital LLC | History | No change | 48,563 | 965 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 48,078 | 956 | 0.1% | 0.08% | 213 | +8,277 | 20.8% | Q2 2026 | Aug 13, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 47,835 | 951 | 0.3% | 0.3% | 214 | -1,142 | -2.33% | Q2 2026 | Jul 17, 2026 |
| DMC Group, LLC | History | Reduced | 47,239 | 939 | 0.64% | 0.6% | 215 | -5,234 | -9.97% | Q2 2026 | Jul 28, 2026 |
| Successful Portfolios LLC | History | No change | 44,032 | 936 | 0.44% | 0.4% | 216 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 47,053 | 935 | 0.01% | 0.01% | 217 | +7,060 | 17.65% | Q2 2026 | Jul 20, 2026 |
| Frec Markets, Inc. | History | Added to | 46,947 | 933 | 0.08% | 0.11% | 218 | +9,043 | 23.86% | Q2 2026 | Aug 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 46,523 | 925 | 0.04% | 0.04% | 219 | -1,958 | -4.04% | Q2 2026 | Aug 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 46,380 | 922 | 0.0% | 0.0% | 220 | +2,868 | 6.59% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 46,090 | 916 | 0.01% | 0.01% | 221 | -4,021 | -8.02% | Q2 2026 | Jul 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 45,688 | 908 | 0.04% | 0.04% | 222 | -79 | -0.17% | Q2 2026 | Aug 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 44,166 | 878 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 43,312 | 861 | 0.0% | 0.0% | 224 | -2,992 | -6.46% | Q2 2026 | Aug 10, 2026 |
| Five Oceans Advisors | History | No change | 43,112 | 857 | 0.28% | 0.26% | 225 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| West Family Investments, Inc. | History | Added to | 43,037 | 856 | 0.25% | 0.22% | 226 | +6,506 | 17.81% | Q2 2026 | Aug 10, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Reduced | 42,830 | 851 | 0.04% | 0.04% | 227 | -12,740 | -22.93% | Q2 2026 | Aug 06, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 42,580 | 846 | 0.19% | 0.17% | 228 | +465 | 1.1% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 42,200 | 839 | 0.0% | 0.0% | 229 | +31,500 | 294.39% | Q2 2026 | Sep 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 41,771 | 830 | 0.0% | 0.0% | 230 | -885 | -2.07% | Q2 2026 | Aug 12, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 36,735 | 826 | 0.05% | 0.04% | 231 | +162 | 0.44% | Q2 2026 | Aug 05, 2026 |
| Optas, LLC | History | Added to | 39,959 | 794 | 0.11% | 0.1% | 232 | +771 | 1.97% | Q2 2026 | Jul 21, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 39,807 | 791 | 0.05% | 0.03% | 233 | +1,816 | 4.78% | Q2 2026 | Aug 12, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 39,695 | 789 | 0.19% | 0.19% | 234 | +2,015 | 5.35% | Q2 2026 | Jul 23, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 39,571 | 787 | 0.01% | 0.01% | 235 | +12,281 | 45.0% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | New | 39,519 | 786 | 0.01% | — | 236 | +39,519 | New | Q2 2026 | Aug 03, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 38,925 | 774 | 0.01% | 0.01% | 237 | -1,412 | -3.5% | Q2 2026 | Aug 14, 2026 |
| Traveka Wealth, LLC | History | Added to | 37,939 | 754 | 0.25% | 0.25% | 238 | +91 | 0.24% | Q2 2026 | Jul 21, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 37,641 | 748 | 0.12% | 0.12% | 239 | -350 | -0.92% | Q2 2026 | Aug 03, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 37,570 | 747 | 0.01% | 0.01% | 240 | +1,588 | 4.41% | Q2 2026 | Aug 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 37,187 | 739 | 0.02% | 0.01% | 241 | +5,006 | 15.56% | Q2 2026 | Jul 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 36,756 | 731 | 0.01% | 0.01% | 242 | -7,437 | -16.83% | Q2 2026 | Aug 04, 2026 |
| CWM, LLC | History | No change | 42,639 | 723 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 35,644 | 708 | 0.0% | 0.0% | 244 | +19,062 | 114.96% | Q2 2026 | Aug 10, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 35,541 | 706 | 0.06% | 0.13% | 245 | -44,024 | -55.33% | Q2 2026 | Jul 27, 2026 |
| Lido Advisors, LLC | History | Added to | 34,728 | 700 | 0.0% | 0.0% | 246 | +2,453 | 7.6% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 34,020 | 687 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SYON CAPITAL LLC | History | Added to | 33,982 | 675 | 0.03% | 0.03% | 248 | +2,212 | 6.96% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 33,857 | 673 | 0.02% | 0.02% | 249 | -13,710 | -28.82% | Q2 2026 | Jul 24, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 33,415 | 672 | 0.03% | 0.03% | 250 | +3,003 | 9.87% | Q2 2026 | Jul 24, 2026 |
| MAI Capital Management | History | Added to | 33,403 | 668 | 0.0% | 0.0% | 251 | +14,801 | 79.57% | Q2 2026 | Aug 14, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 33,376 | 663 | 0.19% | 0.12% | 252 | +17,579 | 111.28% | Q2 2026 | Jul 24, 2026 |
| Cetera Trust Company, N.A | History | No change | 33,020 | 656 | 0.33% | 0.32% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Research LLC | History | Added to | 32,721 | 650 | 0.03% | 0.03% | 254 | +2,273 | 7.47% | Q2 2026 | Jul 29, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 31,016 | 616 | 0.02% | 0.01% | 255 | +1,836 | 6.29% | Q2 2026 | Jul 27, 2026 |
| Entropy Technologies, LP | History | Reduced | 30,537 | 607 | 0.02% | 0.05% | 256 | -29,482 | -49.12% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 30,425 | 605 | 0.0% | — | 257 | +30,425 | New | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | New | 30,358 | 603 | 0.01% | — | 258 | +30,358 | New | Q2 2026 | Jul 15, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 29,947 | 595 | 0.06% | 0.07% | 259 | +1,005 | 3.47% | Q2 2026 | Aug 12, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | New | 29,790 | 592 | 0.2% | — | 260 | +29,790 | New | Q2 2026 | Jul 22, 2026 |
| E Fund Management Co., Ltd. | History | New | 29,790 | 592 | 0.01% | — | 261 | +29,790 | New | Q2 2026 | Aug 10, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 29,310 | 582 | 0.0% | 0.0% | 262 | -2,561 | -8.04% | Q2 2026 | Jul 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 29,168 | 580 | 0.0% | 0.0% | 263 | +8,415 | 40.55% | Q2 2026 | Jul 20, 2026 |
| COMMERCE BANK | History | Reduced | 29,090 | 578 | 0.0% | 0.0% | 264 | -875 | -2.92% | Q2 2026 | Aug 12, 2026 |
| First National Bank of Hutchinson | History | Reduced | 28,583 | 568 | 0.31% | 0.33% | 265 | -1,720 | -5.68% | Q2 2026 | Aug 03, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 28,371 | 564 | 0.1% | 0.1% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | Reduced | 28,329 | 563 | 0.01% | 0.03% | 267 | -18,969 | -40.11% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 28,231 | 561 | 0.0% | 0.0% | 268 | -695 | -2.4% | Q2 2026 | Aug 14, 2026 |
| NORDEN GROUP LLC | History | Reduced | 28,189 | 560 | 0.05% | 0.06% | 269 | -10,047 | -26.28% | Q2 2026 | Jul 29, 2026 |
| Wedmont Private Capital | History | Reduced | 25,222 | 546 | 0.01% | 0.02% | 270 | -3,773 | -13.01% | Q2 2026 | Jul 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 27,115 | 539 | 0.02% | 0.01% | 271 | +11,659 | 75.43% | Q2 2026 | Jul 07, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 27,027 | 537 | 0.07% | 0.08% | 273 | -6,585 | -19.59% | Q2 2026 | Jul 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 27,007 | 537 | 0.0% | 0.0% | 272 | +2,609 | 10.69% | Q2 2026 | Jul 20, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 26,910 | 535 | 0.07% | 0.06% | 274 | +6,388 | 31.13% | Q2 2026 | Jul 16, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 26,746 | 531 | 0.05% | 0.05% | 275 | -740 | -2.69% | Q2 2026 | Aug 07, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 26,685 | 530 | 0.1% | 0.08% | 276 | +8,944 | 50.41% | Q2 2026 | Jul 07, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 25,640 | 510 | 0.02% | — | 277 | +25,640 | New | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 25,606 | 509 | 0.01% | 0.01% | 278 | +1,814 | 7.62% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 25,413 | 505 | 0.0% | 0.01% | 279 | -25,413 | -50.0% | Q2 2026 | Aug 06, 2026 |
| Alphadyne Asset Management LP | History | Reduced | 25,312 | 503 | 0.0% | 0.49% | 281 | -1,626,688 | -98.47% | Q2 2026 | Aug 14, 2026 |
| SYM FINANCIAL Corp | History | Added to | 25,296 | 503 | 0.04% | 0.04% | 280 | +2,508 | 11.01% | Q2 2026 | Aug 04, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 25,262 | 502 | 0.28% | 0.26% | 282 | -14,399 | -36.31% | Q2 2026 | Jul 16, 2026 |
| May Hill Capital, LLC | History | Added to | 25,283 | 502 | 0.1% | 0.1% | 283 | +2,903 | 12.97% | Q2 2026 | Aug 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 24,754 | 499 | 0.01% | 0.01% | 284 | -1,375 | -5.26% | Q2 2026 | Aug 12, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 24,809 | 493 | 0.04% | 0.03% | 285 | +6,558 | 35.93% | Q2 2026 | Aug 06, 2026 |
| PDS Planning, Inc | History | No change | 24,756 | 492 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hardy Reed LLC | History | Reduced | 24,400 | 485 | 0.03% | 0.03% | 287 | -564 | -2.26% | Q2 2026 | Aug 03, 2026 |
| Hunter Perkins Capital Management, LLC | History | Reduced | 24,330 | 484 | 0.11% | 0.11% | 288 | -4,000 | -14.12% | Q2 2026 | Jul 16, 2026 |
| Cromwell Holdings LLC | History | No change | 24,134 | 480 | 0.22% | 0.23% | 289 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| J.Safra Asset Management Corp | History | Added to | 24,104 | 479 | 0.02% | 0.02% | 290 | +1,678 | 7.48% | Q2 2026 | Aug 06, 2026 |
| Independent Advisor Alliance | History | Added to | 24,049 | 478 | 0.01% | 0.0% | 291 | +1,238 | 5.43% | Q2 2026 | Aug 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 23,938 | 476 | 0.01% | 0.01% | 292 | +211 | 0.89% | Q2 2026 | Jul 14, 2026 |
| Blueshift Asset Management, LLC | History | New | 23,630 | 470 | 0.11% | — | 293 | +23,630 | New | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 23,618 | 469 | 0.0% | 0.0% | 294 | +1,614 | 7.34% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | Added to | 23,606 | 469 | 0.0% | 0.0% | 295 | +675 | 2.94% | Q2 2026 | Jul 21, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 23,546 | 468 | 0.0% | 0.0% | 296 | -3,609 | -13.29% | Q2 2026 | Aug 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 23,422 | 465 | 0.0% | 0.0% | 297 | -1,568 | -6.27% | Q2 2026 | Aug 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 23,184 | 461 | 0.05% | 0.05% | 298 | +1,506 | 6.95% | Q2 2026 | Jul 27, 2026 |
| AlTi Global, Inc. | History | Added to | 23,091 | 459 | 0.01% | 0.01% | 299 | +220 | 0.96% | Q2 2026 | Aug 05, 2026 |
| EntryPoint Capital, LLC | History | New | 23,031 | 458 | 0.11% | — | 300 | +23,031 | New | Q2 2026 | Aug 13, 2026 |