NCR Atleos Corp - NATL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 10,823,638 | 469,854 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 4,284,704 | 185,999 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,967,979 | 172,249 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,320,280 | 144,133 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 2,952,190 | 128,154 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Engine Capital Management, LP | History | No change | 2,581,525 | 112,064 | 10.91% | 10.91% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 2,289,210 | 99,763 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,094,272 | 90,912 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,082,141 | 90,400 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 2,011,636 | 87,325 | 0.24% | 0.24% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,702,725 | 76,931 | 0.01% | 0.01% | 11 | -33,152 | -1.91% | Q3 2026 | Nov 04, 2026 |
| CITIGROUP INC | History | Added to | 1,591,208 | 71,890 | 0.02% | 0.02% | 12 | +250,597 | 18.69% | Q3 2026 | Nov 04, 2026 |
| ALTA FOX CAPITAL MANAGEMENT, LLC | History | No change | 1,560,889 | 67,758 | 13.63% | 13.63% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,143,132 | 49,623 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 1,138,646 | 49,428 | 0.08% | 0.08% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR Arbitrage LLC | History | No change | 1,148,113 | 49,173 | 0.7% | 0.7% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,121,928 | 48,702 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coliseum Capital Management, LLC | History | No change | 1,071,128 | 46,497 | 4.0% | 4.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 1,033,562 | 44,866 | 0.55% | 0.55% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hudson Bay Capital Management LP | History | No change | 992,914 | 43,102 | 0.12% | 0.12% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 917,919 | 39,846 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 905,527 | 39,308 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TIG Advisors, LLC | History | No change | 831,361 | 36,089 | 1.6% | 1.6% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 820,453 | 35,615 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 735,639 | 31,934 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 701,547 | 30,454 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | No change | 665,650 | 28,895 | 1.81% | 1.81% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 614,752 | 26,686 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 559,883 | 24,304 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 547,643 | 23,773 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BREACH INLET CAPITAL MANAGEMENT, LLC | History | No change | 542,663 | 23,557 | 7.85% | 7.85% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 529,082 | 22,967 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 452,420 | 20,440 | 0.0% | 0.0% | 33 | -13,831 | -2.97% | Q3 2026 | Nov 05, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 392,343 | 17,031 | 0.14% | 0.14% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 390,191 | 16,938 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 386,083 | 16,759 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 373,524 | 16,214 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 357,996 | 16,174 | 0.01% | 0.01% | 38 | -2,687 | -0.74% | Q3 2026 | Nov 02, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 356,379 | 16,101 | 0.07% | 0.06% | 39 | +24,877 | 7.5% | Q3 2026 | Nov 05, 2026 |
| Woodline Partners LP | History | No change | 366,732 | 15,919 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 343,057 | 14,892 | 0.07% | 0.07% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 316,651 | 14,306 | 1.21% | 1.23% | 42 | -22,265 | -6.57% | Q3 2026 | Oct 21, 2026 |
| Invesco Ltd. | History | No change | 319,181 | 13,855 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 318,125 | 13,809 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 304,314 | 13,210 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kintayl Capital LP | History | No change | 278,169 | 12,075 | 4.8% | 4.8% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 277,937 | 12,065 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 253,562 | 11,007 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 244,553 | 10,616 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 242,296 | 10,518 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 230,300 | 9,997 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 201,195 | 8,733 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 193,915 | 8,417 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 191,249 | 8,302 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSSIAM | History | No change | 185,968 | 8,072 | 0.11% | 0.11% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 184,202 | 7,996 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 181,949 | 7,898 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 177,544 | 7,707 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 176,715 | 7,671 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 167,470 | 7,269 | 0.09% | 0.09% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 166,300 | 7,219 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maven Securities LTD | History | No change | 161,288 | 7,001 | 0.14% | 0.14% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 159,438 | 6,982 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sagefield Capital LP | History | No change | 156,003 | 6,772 | 0.5% | 0.5% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | Reduced | 148,550 | 6,711 | 3.87% | 3.71% | 65 | -8,300 | -5.29% | Q3 2026 | Nov 02, 2026 |
| Yakira Capital Management, Inc. | History | No change | 153,605 | 6,667 | 1.9% | 1.9% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 148,542 | 6,448 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 146,180 | 6,345 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glendon Capital Management LP | History | No change | 143,500 | 6,229 | 0.81% | 0.81% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 134,843 | 5,853 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 134,060 | 5,817 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management LP | History | No change | 127,758 | 5,545 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 123,213 | 5,348 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 117,581 | 5,104 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 110,529 | 4,993 | 0.03% | 0.03% | 75 | +24,437 | 28.38% | Q3 2026 | Nov 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 95,892 | 4,163 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 91,860 | 3,987 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Polar Asset Management Partners Inc. | History | No change | 89,343 | 3,878 | 0.06% | 0.06% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 85,391 | 3,706 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 79,261 | 3,581 | 0.02% | 0.03% | 80 | +9,798 | 14.11% | Q3 2026 | Nov 02, 2026 |
| Russell Investments Group, Ltd. | History | No change | 77,645 | 3,370 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 76,882 | 3,337 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 76,288 | 3,311 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| P SCHOENFELD ASSET MANAGEMENT LP | History | No change | 75,000 | 3,255 | 1.33% | 1.33% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hodges Capital Management Inc. | History | No change | 73,800 | 3,203 | 0.21% | 0.21% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 70,233 | 3,173 | 0.01% | 0.01% | 86 | -3,630 | -4.91% | Q3 2026 | Oct 22, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 67,505 | 2,930 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 62,686 | 2,721 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versor Investments LP | History | Added to | 59,572 | 2,691 | 4.5% | 4.01% | 89 | +15,651 | 35.63% | Q3 2026 | Oct 23, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 60,000 | 2,604 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 54,072 | 2,442 | 0.0% | 0.0% | 91 | +11,062 | 25.72% | Q3 2026 | Nov 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 55,588 | 2,380 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LMR Partners LLP | History | No change | 54,315 | 2,357 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Pacific Advisors, LP | History | No change | 50,033 | 2,171 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 47,000 | 2,123 | 0.0% | 0.0% | 95 | -1,449 | -2.99% | Q3 2026 | Nov 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 47,953 | 2,082 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vestcor Inc | History | No change | 45,975 | 1,996 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 44,691 | 1,940 | 0.28% | 0.28% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 43,260 | 1,877 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WATER ISLAND CAPITAL LLC | History | No change | 41,860 | 1,817 | 0.17% | 0.17% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 39,830 | 1,799 | 0.0% | 0.0% | 101 | +2,456 | 6.57% | Q3 2026 | Nov 02, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 40,142 | 1,742 | 0.13% | 0.13% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 39,859 | 1,730 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 37,789 | 1,707 | 0.02% | 0.02% | 104 | -1,713 | -4.34% | Q3 2026 | Nov 05, 2026 |
| MARSHALL WACE, LLP | History | No change | 38,600 | 1,675 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 37,000 | 1,671 | 0.08% | 0.06% | 106 | +7,266 | 24.44% | Q3 2026 | Oct 22, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 37,452 | 1,625 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blackstone Inc. | History | No change | 35,263 | 1,530 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Olympiad Research LP | History | No change | 33,542 | 1,515 | 1.97% | 3.03% | 109 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 34,096 | 1,480 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 33,706 | 1,463 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 31,500 | 1,423 | 0.02% | 0.02% | 112 | -800 | -2.48% | Q3 2026 | Oct 20, 2026 |
| Verition Fund Management LLC | History | No change | 32,653 | 1,417 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Calamos Advisors LLC | History | No change | 30,500 | 1,377 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Quantinno Capital Management LP | History | No change | 31,504 | 1,367 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 31,294 | 1,358 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 30,000 | 1,355 | 0.12% | 0.11% | 117 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Pathstone Holdings, LLC | History | No change | 31,050 | 1,347 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS | History | No change | 30,400 | 1,319 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 29,323 | 1,272 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 29,201 | 1,267 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Centiva Capital, LP | History | No change | 28,594 | 1,241 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 28,366 | 1,231 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 28,059 | 1,218 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 27,908 | 1,211 | 0.42% | 0.42% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 26,949 | 1,169 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SEI INVESTMENTS CO | History | No change | 26,477 | 1,149 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 25,084 | 1,133 | 0.0% | 0.0% | 128 | -401 | -1.57% | Q3 2026 | Nov 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 25,490 | 1,106 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 25,363 | 1,101 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 23,952 | 1,092 | 0.0% | 0.01% | 131 | -66,149 | -73.42% | Q3 2026 | Oct 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 24,200 | 1,051 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Engineers Gate Manager LP | History | No change | 24,091 | 1,045 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 23,624 | 1,025 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Reduced | 22,600 | 1,021 | 0.0% | 0.0% | 135 | -5,800 | -20.42% | Q3 2026 | Oct 30, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 22,250 | 1,003 | 0.01% | 0.01% | 136 | -12,528 | -36.02% | Q3 2026 | Oct 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 22,320 | 968 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 22,107 | 959 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 21,839 | 948 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arizona State Retirement System | History | Added to | 20,781 | 938 | 0.0% | 0.0% | 140 | +454 | 2.23% | Q3 2026 | Nov 03, 2026 |
| CHOREO, LLC | History | Added to | 20,447 | 923 | 0.01% | 0.01% | 141 | +2,148 | 11.74% | Q3 2026 | Oct 28, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 21,000 | 911 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 20,103 | 872 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARVEST MANAGEMENT LLC | History | No change | 20,000 | 868 | 0.34% | 0.34% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | No change | 20,000 | 868 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 19,160 | 866 | 0.01% | 0.01% | 146 | -666 | -3.36% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 18,750 | 847 | 0.01% | 0.01% | 147 | -995 | -5.04% | Q3 2026 | Oct 22, 2026 |
| Mariner, LLC | History | No change | 19,093 | 828 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 18,674 | 811 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | No change | 18,513 | 803 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 18,362 | 797 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 18,371 | 797 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 17,411 | 786 | 0.0% | 0.0% | 153 | -85 | -0.49% | Q3 2026 | Nov 03, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 16,626 | 751 | 0.01% | 0.01% | 154 | -100 | -0.6% | Q3 2026 | Oct 29, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 16,616 | 750 | 0.01% | 0.01% | 155 | +5,818 | 53.88% | Q3 2026 | Nov 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 16,089 | 698 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 16,100 | 698 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | No change | 15,730 | 682 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 14,710 | 638 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 13,999 | 607 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belvedere Trading LLC | History | Added to | 13,253 | 598 | 0.0% | 0.0% | 161 | +1,578 | 13.52% | Q3 2026 | Nov 05, 2026 |
| PenderFund Capital Management Ltd. | History | No change | 13,200 | 573 | 0.07% | 0.07% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fractal Investments LLC | History | No change | 12,700 | 573 | 0.06% | 0.06% | 163 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| ALLSTATE CORP | History | No change | 13,043 | 566 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OP Asset Management Ltd | History | No change | 12,263 | 554 | 0.0% | 0.01% | 165 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Community Bank of Raymore | History | No change | 11,425 | 516 | 0.31% | 0.29% | 166 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 11,625 | 504 | 0.07% | 0.07% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOKF, NA | History | Reduced | 10,787 | 487 | 0.01% | 0.01% | 168 | -1,061 | -8.96% | Q3 2026 | Oct 27, 2026 |
| Pictet Asset Management Holding SA | History | No change | 10,764 | 486 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 10,400 | 469 | 0.31% | 0.28% | 170 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CenterBook Partners LP | History | New | 10,325 | 466 | 0.02% | — | 171 | +10,325 | New | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 10,580 | 460 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 10,149 | 458 | 0.0% | 0.0% | 173 | -407 | -3.86% | Q3 2026 | Oct 28, 2026 |
| Composition Wealth, LLC | History | No change | 10,443 | 453 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LPL Financial LLC | History | No change | 9,393 | 407 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 8,432 | 380 | 0.0% | 0.0% | 176 | -19 | -0.22% | Q3 2026 | Oct 23, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 8,700 | 378 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 8,599 | 374 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Swiss Life Asset Management Ltd | History | New | 8,241 | 372 | 0.0% | — | 180 | +8,241 | New | Q3 2026 | Nov 03, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 8,576 | 372 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 8,561 | 371 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,234 | 357 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 7,737 | 349 | 0.0% | 0.0% | 183 | +19 | 0.25% | Q3 2026 | Nov 04, 2026 |
| GROUPAMA ASSET MANAGMENT | History | No change | 7,851 | 336 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSS LLC/IL | History | No change | 7,688 | 333 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 7,316 | 330 | 0.01% | 0.04% | 186 | -39,261 | -84.29% | Q3 2026 | Oct 16, 2026 |
| XPONANCE LLC | History | Reduced | 7,120 | 321 | 0.0% | 0.0% | 188 | -226 | -3.08% | Q3 2026 | Nov 03, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 7,420 | 321 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | No change | 6,992 | 303 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Round Rock Advisors LLC | History | No change | 6,979 | 302 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,720 | 291 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 6,682 | 290 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 6,627 | 287 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | No change | 6,319 | 274 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 6,232 | 270 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,816 | 252 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 5,689 | 246 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,617 | 243 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Corient Private Wealth LP | History | No change | 5,287 | 229 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| AE Wealth Management LLC | History | No change | 5,215 | 226 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| US BANCORP \DE\ | History | Added to | 4,772 | 215 | 0.0% | 0.0% | 201 | +45 | 0.95% | Q3 2026 | Nov 05, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 4,795 | 208 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,720 | 204 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 4,486 | 202 | 0.0% | 0.0% | 204 | -134 | -2.9% | Q3 2026 | Oct 21, 2026 |
| IEQ CAPITAL, LLC | History | No change | 4,664 | 202 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 4,200 | 189 | 0.0% | 0.0% | 206 | -200 | -4.55% | Q3 2026 | Oct 28, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 4,333 | 188 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,862 | 174 | 0.02% | 0.02% | 208 | +38 | 0.99% | Q3 2026 | Oct 27, 2026 |
| Nykredit A/S | History | No change | 3,707 | 160 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GAMMA Investing LLC | History | Added to | 3,423 | 154 | 0.01% | 0.01% | 210 | +158 | 4.84% | Q3 2026 | Oct 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,316 | 149 | 0.0% | 0.0% | 211 | +300 | 9.95% | Q3 2026 | Oct 20, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,932 | 127 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 2,443 | 110 | 0.0% | 0.0% | 213 | +2,183 | 839.62% | Q3 2026 | Oct 22, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 2,246 | 101 | 0.01% | 0.01% | 214 | -610 | -21.36% | Q3 2026 | Oct 16, 2026 |
| KBC Group NV | History | No change | 2,121 | 96 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,009 | 86 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,921 | 83 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Blue Trust, Inc. | History | Added to | 1,761 | 79 | 0.0% | 0.0% | 218 | +573 | 48.23% | Q3 2026 | Oct 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,616 | 70 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,300 | 58 | 0.0% | 0.0% | 220 | -1,217 | -48.35% | Q3 2026 | Nov 04, 2026 |
| Quantum Portfolio Management LLC | History | No change | 1,334 | 57 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Added to | 1,046 | 47 | 0.03% | 0.02% | 222 | +200 | 23.64% | Q3 2026 | Oct 30, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 1,027 | 44 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Salomon & Ludwin, LLC | History | No change | 942 | 42 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 922 | 40 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 853 | 37 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 736 | 31 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 704 | 30 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 681 | 29 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 646 | 28 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 619 | 26 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | No change | 580 | 26 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 555 | 24 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 444 | 20 | 0.0% | 0.0% | 236 | +136 | 44.16% | Q3 2026 | Oct 08, 2026 |
| BESSEMER GROUP INC | History | No change | 464 | 20 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 474 | 20 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 442 | 19 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 430 | 18 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 421 | 18 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Truvestments Capital LLC | History | No change | 384 | 16 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 329 | 14 | 0.0% | — | 243 | +329 | New | Q3 2026 | Oct 29, 2026 |
| Larson Financial Group LLC | History | Added to | 329 | 14 | 0.0% | 0.0% | 242 | +15 | 4.78% | Q3 2026 | Nov 05, 2026 |
| Community Financial Services Group, LLC | History | No change | 323 | 14 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 301 | 13 | 0.0% | 0.0% | 246 | +37 | 14.02% | Q3 2026 | Nov 04, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 320 | 13 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | No change | 322 | 13 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 301 | 13 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 319 | 13 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TORONTO DOMINION BANK | History | No change | 282 | 12 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 245 | 11 | 0.0% | — | 251 | +223 | 1013.64% | Q3 2026 | Oct 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 264 | 11 | 0.0% | 0.0% | 250 | +156 | 144.44% | Q3 2026 | Nov 04, 2026 |
| ST GERMAIN D J CO INC | History | No change | 250 | 10 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 236 | 10 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| FIRST HORIZON CORP | History | New | 207 | 9 | 0.0% | — | 255 | +207 | New | Q3 2026 | Oct 26, 2026 |
| IFP Advisors, Inc | History | No change | 203 | 9 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 205 | 8 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 169 | 7 | 0.0% | — | 261 | +169 | New | Q3 2026 | Oct 21, 2026 |
| Continuum Advisory, LLC | History | No change | 163 | 7 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 155 | 7 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 175 | 7 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Purpose Unlimited Inc. | History | No change | 171 | 7 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 142 | 6 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Ascentis Wealth Management, LLC | History | New | 123 | 5 | 0.0% | — | 264 | +123 | New | Q3 2026 | Nov 03, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 111 | 5 | 0.0% | 0.0% | 263 | +40 | 56.34% | Q3 2026 | Oct 27, 2026 |
| Putney Financial Group LLC | History | New | 110 | 4 | 0.0% | — | 269 | +110 | New | Q3 2026 | Oct 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 100 | 4 | 0.0% | 0.0% | 265 | +38 | 61.29% | Q3 2026 | Oct 05, 2026 |
| SHP Wealth Management | History | No change | 103 | 4 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hickory Point Bank & Trust | History | No change | 93 | 4 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| WPG Advisers, LLC | History | No change | 107 | 4 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 79 | 3 | 0.0% | — | 279 | +71 | 887.5% | Q3 2026 | Oct 26, 2026 |
| MATHER GROUP, LLC. | History | Added to | 83 | 3 | 0.0% | 0.0% | 275 | +26 | 45.61% | Q3 2026 | Oct 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 79 | 3 | 0.0% | 0.0% | 274 | +20 | 33.9% | Q3 2026 | Oct 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 76 | 3 | 0.0% | 0.0% | 277 | +17 | 28.81% | Q3 2026 | Nov 03, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 85 | 3 | 0.0% | 0.0% | 278 | +10 | 13.33% | Q3 2026 | Nov 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 71 | 3 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 84 | 3 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 71 | 3 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 82 | 3 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Private Wealth Management Group, LLC | History | No change | 88 | 3 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 88 | 3 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jacobi Capital Management LLC | History | New | 50 | 2 | 0.0% | — | 294 | +50 | New | Q3 2026 | Nov 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 50 | 2 | 0.0% | — | 295 | +50 | New | Q3 2026 | Nov 02, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 65 | 2 | 0.0% | 0.0% | 284 | +34 | 109.68% | Q3 2026 | Oct 22, 2026 |
| ASSETMARK, INC | History | Added to | 65 | 2 | 0.0% | 0.0% | 285 | +16 | 32.65% | Q3 2026 | Oct 21, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 46 | 2 | 0.0% | 0.0% | 292 | +5 | 12.2% | Q3 2026 | Nov 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 57 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 62 | 2 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bogart Wealth, LLC | History | No change | 67 | 2 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fortis Group Advisors, LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 49 | 2 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PFS Partners, LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Caldwell Trust Co | History | No change | 57 | 2 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Torren Management, LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 50 | 2 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UMB Private Wealth Management, LLC | History | New | 36 | 1 | 0.0% | — | 314 | +36 | New | Q3 2026 | Oct 19, 2026 |
| Laurel Wealth Advisors LLC | History | New | 25 | 1 | 0.0% | — | 313 | +25 | New | Q3 2026 | Oct 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 23 | 1 | 0.0% | — | 312 | +23 | New | Q3 2026 | Oct 28, 2026 |
| Essential Partners LLC | History | Added to | 25 | 1 | 0.0% | — | 311 | +3 | 13.64% | Q3 2026 | Oct 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 41 | 1 | 0.0% | 0.0% | 298 | +1 | 2.5% | Q3 2026 | Nov 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 26 | 1 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Manchester Capital Management LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 44 | 1 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 25 | 1 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key FInancial Inc | History | No change | 29 | 1 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| CVA Family Office, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Lodestone Wealth Management LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| MRP Capital Investments, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 35 | 1 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Napier Financial, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 28 | 1 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Villanova Investment Management Co | History | Closed out | 0 | 0 | — | 2.33% | — | -56,603 | -100.0% | Q3 2026 | Nov 02, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -4,900 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 12 | 0 | — | 0.0% | — | -250 | -95.42% | Q3 2026 | Oct 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q3 2026 | Nov 02, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Oct 05, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2026 | Nov 04, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2026 | Oct 15, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q3 2026 | Oct 30, 2026 |
| FinArc Investments, Inc. | History | New | 19 | 0 | — | — | — | +19 | New | Q3 2026 | Oct 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Nova Financial LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Nov 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2026 | Nov 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Oct 23, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2026 | Nov 04, 2026 |
| PRIVATE TRUST CO NA | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 20, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 13, 2026 |
| William Mack & Associates, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 27, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 30, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 23, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 07, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 27, 2026 |
| Breakwater Investment Management | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 20, 2026 |
| SouthState Bank Corp | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Clearstead Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EASTERN BANK | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| WHITTIER TRUST CO | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COUNTRY TRUST BANK | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TD Capital Management LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pacific Center for Financial Services | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| IFG Advisory, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Front Row Advisors LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Davis Capital Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Evolution Advisers, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Leo H. Evart, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Dunhill Financial, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abound Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Vanguard National Trust Co | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Freestone Grove Partners LP | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCollab, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graney & King, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Whipplewood Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Synergy Investment Management, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Rialto Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| HFM Investment Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McMillan Office, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Planning Strategies Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| BFC Planning, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |