MARZETTI CO - MZTI
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.
Showing first 300 of
359 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 2,742,494 | 313,083 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,384,677 | 158,074 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,272,897 | 145,313 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 1,048,423 | 119,687 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 997,959 | 113,926 | 0.07% | 0.07% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 878,715 | 100,314 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 829,614 | 94,708 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 853,596 | 84,668 | 0.02% | 0.01% | 8 | +139,516 | 19.54% | Q3 2026 | Nov 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 712,648 | 81,367 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 698,457 | 79,735 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 375,917 | 42,914 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 327,580 | 37,396 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LONDON CO OF VIRGINIA | History | No change | 310,255 | 35,411 | 0.2% | 0.2% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 255,545 | 29,173 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | No change | 253,300 | 28,916 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 229,146 | 26,159 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 253,033 | 25,098 | 0.04% | 0.04% | 17 | -18,444 | -6.79% | Q3 2026 | Oct 28, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 214,286 | 24,462 | 0.07% | 0.07% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 244,126 | 24,215 | 0.01% | 0.01% | 19 | +18,774 | 8.33% | Q3 2026 | Nov 02, 2026 |
| GW&K Investment Management, LLC | History | No change | 207,122 | 23,645 | 0.18% | 0.18% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 197,642 | 22,562 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 182,294 | 20,810 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 180,801 | 20,640 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | No change | 178,241 | 20,347 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 171,995 | 19,634 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 162,570 | 18,559 | 0.12% | 0.12% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 143,286 | 16,357 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 142,822 | 16,304 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Tributary Capital Management, LLC | History | Added to | 154,197 | 15,294 | 1.4% | 1.17% | 29 | +29,337 | 23.5% | Q3 2026 | Oct 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 118,515 | 13,529 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 107,180 | 12,236 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 92,734 | 10,822 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 89,014 | 10,161 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 88,846 | 10,142 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 88,628 | 10,117 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pacer Advisors, Inc. | History | No change | 81,212 | 9,271 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 72,271 | 8,250 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Jump Financial, LLC | History | No change | 65,045 | 7,425 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 61,316 | 6,999 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELCH & FORBES LLC | History | Reduced | 70,518 | 6,994 | 0.08% | 0.1% | 40 | -1,597 | -2.21% | Q3 2026 | Nov 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 57,877 | 6,607 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 56,972 | 6,503 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 54,954 | 6,273 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 54,069 | 6,172 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 51,333 | 5,860 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Trexquant Investment LP | History | No change | 49,189 | 5,615 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 47,767 | 5,453 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 37,933 | 5,247 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | No change | 45,174 | 5,157 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 50,908 | 5,049 | 0.26% | 0.28% | 50 | -3,359 | -6.19% | Q3 2026 | Oct 23, 2026 |
| Creative Planning | History | Reduced | 50,531 | 5,012 | 0.0% | 0.0% | 51 | -2,806 | -5.26% | Q3 2026 | Nov 02, 2026 |
| FMR LLC | History | No change | 39,755 | 4,538 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 38,526 | 4,398 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 37,552 | 4,286 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 36,504 | 4,167 | 0.27% | 0.27% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 36,366 | 4,151 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | Added to | 41,504 | 4,116 | 1.76% | 1.84% | 57 | +1,157 | 2.87% | Q3 2026 | Oct 29, 2026 |
| Vest Financial, LLC | History | Reduced | 40,204 | 3,987 | 0.04% | 0.06% | 58 | -8,243 | -17.01% | Q3 2026 | Oct 21, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 34,429 | 3,930 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 32,572 | 3,718 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 32,327 | 3,690 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 32,188 | 3,674 | 0.19% | 0.19% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 30,163 | 3,443 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 29,461 | 3,363 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 29,371 | 3,352 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 29,002 | 3,310 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 27,771 | 3,170 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 27,776 | 3,170 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 27,751 | 3,169 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | No change | 27,280 | 3,114 | 0.41% | 0.41% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 26,933 | 3,074 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 26,700 | 3,048 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 26,068 | 2,975 | 0.07% | 0.07% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantbot Technologies LP | History | No change | 24,837 | 2,835 | 0.11% | 0.11% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 24,505 | 2,797 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SG Americas Securities, LLC | History | No change | 24,277 | 2,771 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 23,430 | 2,674 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 22,351 | 2,551 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 22,186 | 2,532 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 21,867 | 2,496 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wolff Financial Management LLC | History | No change | 24,473 | 2,427 | 0.49% | 0.56% | 81 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MetLife Investment Management, LLC | History | No change | 21,034 | 2,401 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KBC Group NV | History | Added to | 24,109 | 2,391 | 0.0% | 0.01% | 83 | +111 | 0.46% | Q3 2026 | Oct 22, 2026 |
| BARCLAYS PLC | History | No change | 20,545 | 2,345 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 20,481 | 2,338 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 20,396 | 2,328 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 19,932 | 2,275 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dean Capital Management | History | No change | 19,814 | 2,261 | 0.82% | 0.82% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 19,546 | 2,231 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Freestone Grove Partners LP | History | No change | 18,693 | 2,133 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 18,409 | 2,101 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 18,216 | 2,079 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 18,189 | 2,076 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 18,022 | 2,057 | 0.08% | 0.08% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Skylands Capital, LLC | History | Added to | 20,675 | 2,050 | 0.27% | 0.19% | 95 | +7,200 | 53.43% | Q3 2026 | Oct 21, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 17,884 | 2,041 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 17,559 | 2,004 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 17,483 | 1,995 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | Reduced | 20,082 | 1,991 | 0.01% | 0.01% | 99 | -905 | -4.31% | Q3 2026 | Nov 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 16,883 | 1,927 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Paralel Advisors LLC | History | No change | 16,745 | 1,911 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 16,420 | 1,874 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 18,791 | 1,863 | 0.0% | 0.0% | 103 | +1,835 | 10.82% | Q3 2026 | Oct 28, 2026 |
| XTX Topco Ltd | History | No change | 15,031 | 1,715 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 14,588 | 1,665 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 16,431 | 1,630 | 0.0% | 0.0% | 106 | +451 | 2.82% | Q3 2026 | Oct 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 13,267 | 1,514 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALPS ADVISORS INC | History | Added to | 15,062 | 1,494 | 0.01% | 0.01% | 108 | +3,967 | 35.75% | Q3 2026 | Nov 02, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 13,009 | 1,485 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Voleon Capital Management LP | History | No change | 12,924 | 1,475 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 12,331 | 1,407 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 12,106 | 1,382 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 11,978 | 1,367 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 13,702 | 1,359 | 0.03% | 0.03% | 114 | +1,523 | 12.51% | Q3 2026 | Oct 16, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 11,807 | 1,347 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 11,176 | 1,275 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,813 | 1,234 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 12,220 | 1,212 | 0.0% | — | 118 | +12,220 | New | Q3 2026 | Nov 02, 2026 |
| Legato Capital Management LLC | History | No change | 10,332 | 1,179 | 0.1% | 0.1% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 10,265 | 1,171 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hamilton Capital, LLC | History | Reduced | 11,779 | 1,168 | 0.07% | 0.07% | 121 | -43 | -0.36% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 9,983 | 1,157 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 11,364 | 1,127 | 0.1% | 0.08% | 123 | +3,324 | 41.34% | Q3 2026 | Nov 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 9,820 | 1,121 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 11,160 | 1,106 | 0.03% | 0.04% | 125 | +160 | 1.45% | Q3 2026 | Oct 05, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 9,363 | 1,068 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 9,190 | 1,049 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 9,100 | 1,038 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 10,390 | 1,030 | 0.0% | 0.0% | 129 | +318 | 3.16% | Q3 2026 | Nov 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,887 | 1,014 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Edgestream Partners, L.P. | History | No change | 8,826 | 1,007 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horizon Investments, LLC | History | No change | 7,709 | 954 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,534 | 945 | 0.0% | 0.0% | 133 | +584 | 6.53% | Q3 2026 | Oct 30, 2026 |
| D.A. DAVIDSON & CO. | History | New | 9,526 | 944 | 0.01% | — | 134 | +9,526 | New | Q3 2026 | Oct 27, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 8,175 | 933 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | No change | 8,080 | 922 | 0.08% | 0.08% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 7,870 | 898 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 7,659 | 874 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,565 | 863 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IEQ CAPITAL, LLC | History | No change | 7,491 | 855 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlphaGrep UK Ltd | History | No change | 7,357 | 839 | 0.25% | 0.25% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 8,356 | 829 | 0.01% | 0.01% | 142 | -250 | -2.9% | Q3 2026 | Oct 23, 2026 |
| Vident Advisory, LLC | History | No change | 7,237 | 826 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 7,110 | 811 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 7,030 | 802 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INCEPTIONR LLC | History | No change | 6,935 | 791 | 0.19% | 0.19% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALGERT GLOBAL LLC | History | No change | 6,855 | 782 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 6,753 | 770 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 6,710 | 766 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,672 | 762 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 6,663 | 761 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 5,411 | 748 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 6,548 | 747 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,500 | 742 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 6,132 | 700 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 6,133 | 700 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITIGROUP INC | History | Reduced | 7,041 | 698 | 0.0% | 0.0% | 157 | -9,012 | -56.14% | Q3 2026 | Nov 04, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 6,902 | 684 | 0.01% | 0.01% | 158 | -431 | -5.88% | Q3 2026 | Oct 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,932 | 677 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 5,898 | 673 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,716 | 652 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 5,630 | 642 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Inspire Investing, LLC | History | Added to | 6,437 | 638 | 0.03% | 0.03% | 163 | +481 | 8.08% | Q3 2026 | Oct 22, 2026 |
| M&T BANK CORP | History | No change | 5,489 | 626 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 6,291 | 624 | 0.01% | 0.01% | 165 | +1,181 | 23.11% | Q3 2026 | Oct 27, 2026 |
| Graham Capital Management, L.P. | History | No change | 5,455 | 622 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 5,339 | 609 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bridgewater Associates, LP | History | No change | 5,221 | 596 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTATE CORP | History | No change | 5,177 | 591 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Achmea Investment Management B.V. | History | New | 5,800 | 575 | 0.0% | — | 172 | +5,800 | New | Q3 2026 | Oct 30, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 5,800 | 575 | 0.01% | 0.01% | 170 | -100 | -1.69% | Q3 2026 | Oct 20, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 5,037 | 575 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 5,406 | 536 | 0.0% | 0.0% | 173 | +109 | 2.06% | Q3 2026 | Nov 03, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 4,639 | 529 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 4,564 | 521 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 4,493 | 513 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 5,127 | 508 | 0.0% | 0.0% | 177 | +720 | 16.34% | Q3 2026 | Oct 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 5,096 | 505 | 0.01% | 0.01% | 178 | -474 | -8.51% | Q3 2026 | Oct 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,085 | 504 | 0.0% | 0.0% | 179 | -439 | -7.95% | Q3 2026 | Oct 26, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 4,234 | 483 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lido Advisors, LLC | History | Reduced | 4,850 | 481 | 0.0% | 0.0% | 182 | -760 | -13.55% | Q3 2026 | Nov 04, 2026 |
| Headlands Technologies LLC | History | No change | 4,216 | 481 | 0.05% | 0.05% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,209 | 480 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 4,142 | 472 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 4,100 | 468 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST MERCHANTS CORP | History | No change | 4,700 | 466 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 4,647 | 460 | 0.0% | 0.0% | 188 | -211 | -4.34% | Q3 2026 | Nov 03, 2026 |
| US BANCORP \DE\ | History | No change | 4,038 | 460 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | No change | 4,014 | 458 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,967 | 452 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 4,532 | 449 | 0.0% | 0.0% | 191 | -200 | -4.23% | Q3 2026 | Oct 27, 2026 |
| Foguth Wealth Management, LLC. | History | Added to | 4,293 | 448 | 0.05% | 0.05% | 192 | +76 | 1.8% | Q3 2026 | Oct 19, 2026 |
| AVIVA PLC | History | No change | 3,912 | 446 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADE, LLC | History | No change | 4,500 | 446 | 0.18% | 0.22% | 194 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Cresset Asset Management, LLC | History | No change | 3,855 | 440 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 3,798 | 433 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 3,576 | 408 | 0.2% | 0.2% | 197 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 3,541 | 404 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 4,062 | 402 | 0.0% | 0.01% | 199 | -100 | -2.4% | Q3 2026 | Oct 29, 2026 |
| Focus Partners Wealth | History | No change | 3,520 | 401 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First National Advisers, LLC | History | No change | 3,440 | 392 | 0.06% | 0.06% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advisors Capital Management, LLC | History | No change | 3,388 | 386 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | No change | 3,075 | 351 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 3,043 | 347 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bahl & Gaynor LLC | History | No change | 3,045 | 347 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,010 | 343 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 3,456 | 342 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,986 | 340 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tactive Advisors, LLC | History | New | 3,231 | 320 | 0.08% | — | 209 | +3,231 | New | Q3 2026 | Oct 08, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,772 | 316 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 2,765 | 315 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 3,158 | 313 | 0.0% | 0.0% | 212 | -13 | -0.41% | Q3 2026 | Oct 15, 2026 |
| CSS LLC/IL | History | No change | 2,725 | 311 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,997 | 306 | 0.0% | 0.0% | 214 | -5,954 | -66.52% | Q3 2026 | Oct 13, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 2,974 | 294 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,532 | 289 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,513 | 286 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 2,509 | 286 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XPONANCE LLC | History | Reduced | 2,859 | 283 | 0.0% | 0.0% | 219 | -124 | -4.16% | Q3 2026 | Nov 03, 2026 |
| ICW Investment Advisors LLC | History | Reduced | 2,861 | 283 | 0.1% | 0.12% | 220 | -123 | -4.12% | Q3 2026 | Oct 27, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,264 | 258 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,200 | 251 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 2,476 | 247 | 0.01% | — | 223 | +2,472 | 61800.0% | Q3 2026 | Nov 04, 2026 |
| Summit Wealth Group, LLC | History | No change | 2,119 | 241 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Joseph Group Capital Management | History | New | 2,415 | 239 | 0.04% | — | 225 | +2,415 | New | Q3 2026 | Nov 04, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 2,402 | 238 | 0.0% | 0.0% | 226 | -273 | -10.21% | Q3 2026 | Oct 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,073 | 237 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quadrature Capital Ltd | History | No change | 2,010 | 229 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,995 | 227 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | New | 2,250 | 223 | 0.05% | — | 230 | +2,250 | New | Q3 2026 | Oct 19, 2026 |
| Dakota Wealth Management | History | No change | 1,922 | 219 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | New | 2,050 | 215 | 0.05% | — | 232 | +2,050 | New | Q3 2026 | Oct 26, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 1,747 | 199 | 0.08% | 0.08% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,002 | 198 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Blue Trust, Inc. | History | Added to | 1,941 | 192 | 0.0% | 0.0% | 235 | +337 | 21.01% | Q3 2026 | Oct 15, 2026 |
| IFG Advisory, LLC | History | No change | 1,616 | 184 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 1,598 | 182 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,580 | 180 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,568 | 179 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOKF, NA | History | Reduced | 1,724 | 171 | 0.0% | 0.0% | 240 | -81 | -4.49% | Q3 2026 | Oct 27, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 1,497 | 160 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 1,388 | 158 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 1,433 | 142 | 0.01% | — | 243 | +1,433 | New | Q3 2026 | Oct 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,165 | 115 | 0.0% | 0.0% | 244 | +523 | 81.46% | Q3 2026 | Oct 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 946 | 108 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantum Portfolio Management LLC | History | No change | 890 | 101 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 882 | 100 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,000 | 99 | 0.0% | — | 248 | +1,000 | New | Q3 2026 | Nov 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 949 | 94 | 0.0% | 0.0% | 250 | +325 | 52.08% | Q3 2026 | Oct 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 832 | 94 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | Added to | 844 | 83 | 0.05% | 0.04% | 251 | +216 | 34.39% | Q3 2026 | Oct 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 775 | 76 | 0.01% | 0.0% | 252 | +397 | 105.03% | Q3 2026 | Oct 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 665 | 75 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 735 | 72 | 0.0% | 0.0% | 254 | +525 | 250.0% | Q3 2026 | Oct 08, 2026 |
| SouthState Bank Corp | History | No change | 600 | 68 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sterling Capital Management LLC | History | Added to | 638 | 63 | 0.0% | 0.0% | 256 | +537 | 531.68% | Q3 2026 | Oct 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 575 | 57 | 0.0% | 0.0% | 257 | -1,597 | -73.53% | Q3 2026 | Nov 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 492 | 56 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DekaBank Deutsche Girozentrale | History | New | 475 | 47 | 0.0% | — | 259 | +475 | New | Q3 2026 | Oct 27, 2026 |
| GAMMA Investing LLC | History | Reduced | 408 | 40 | 0.0% | 0.01% | 261 | -822 | -66.83% | Q3 2026 | Oct 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 353 | 40 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 375 | 37 | 0.0% | 0.0% | 262 | -424 | -53.07% | Q3 2026 | Nov 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 314 | 35 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 297 | 33 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 216 | 24 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 203 | 23 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 220 | 21 | 0.01% | — | 268 | +220 | New | Q3 2026 | Oct 20, 2026 |
| Signature Equity Partners, LLC | History | Added to | 219 | 21 | 0.01% | 0.0% | 267 | +189 | 630.0% | Q3 2026 | Oct 29, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 148 | 20 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 200 | 19 | 0.0% | 0.01% | 270 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 179 | 17 | 0.0% | 0.0% | 271 | +3 | 1.7% | Q3 2026 | Oct 05, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 155 | 17 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Family Offices, LLP | History | New | 163 | 16 | 0.01% | — | 274 | +163 | New | Q3 2026 | Nov 02, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 167 | 16 | 0.0% | 0.0% | 273 | +151 | 943.75% | Q3 2026 | Oct 26, 2026 |
| Geneos Wealth Management Inc. | History | No change | 135 | 15 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 150 | 14 | 0.0% | 0.0% | 276 | +32 | 27.12% | Q3 2026 | Oct 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 135 | 13 | 0.0% | 0.0% | 278 | -11 | -7.53% | Q3 2026 | Nov 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 116 | 13 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 109 | 12 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 101 | 11 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 101 | 10 | 0.0% | 0.0% | 282 | +81 | 405.0% | Q3 2026 | Oct 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 91 | 10 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Reduced | 100 | 9 | 0.0% | 0.0% | 283 | -8 | -7.41% | Q3 2026 | Oct 21, 2026 |
| BFC Planning, Inc. | History | No change | 80 | 9 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 90 | 8 | 0.0% | 0.0% | 285 | -1 | -1.1% | Q3 2026 | Oct 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 70 | 6 | 0.0% | 0.0% | 287 | -172 | -71.07% | Q3 2026 | Oct 16, 2026 |
| True Wealth Design, LLC | History | Reduced | 62 | 6 | 0.0% | 0.0% | 288 | -94 | -60.26% | Q3 2026 | Oct 13, 2026 |
| Latitude Advisors, LLC | History | New | 63 | 6 | 0.0% | — | 289 | +63 | New | Q3 2026 | Oct 27, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 53 | 6 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 60 | 5 | 0.0% | 0.0% | 291 | -77 | -56.2% | Q3 2026 | Oct 27, 2026 |
| GK Wealth Management LLC | History | New | 53 | 5 | 0.0% | — | 292 | +53 | New | Q3 2026 | Oct 09, 2026 |
| BESSEMER GROUP INC | History | No change | 46 | 5 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Independent Advisors | History | New | 45 | 4 | 0.0% | — | 295 | +45 | New | Q3 2026 | Nov 03, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 44 | 4 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Sachetta, LLC | History | No change | 40 | 4 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Essential Partners LLC | History | Reduced | 31 | 3 | 0.0% | 0.01% | 299 | -105 | -77.21% | Q3 2026 | Oct 14, 2026 |
| Root Financial Partners, LLC | History | New | 40 | 3 | 0.0% | — | 300 | +40 | New | Q3 2026 | Oct 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 34 | 3 | 0.0% | — | 298 | +30 | 750.0% | Q3 2026 | Oct 20, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 29 | 3 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 32 | 3 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |