NBT BANCORP INC - NBTB
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
327 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 | Added to | 7,477,880 | 369,182 | 0.01% | 0.01% | 1 | +77,790 | 1.05% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 3,449,538 | 170,303 | 0.01% | 0.01% | 2 | -25,649 | -0.74% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 2,731,491 | 134,853 | 0.0% | 0.0% | 3 | +245,198 | 9.86% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,406,173 | 118,792 | 0.02% | 0.02% | 4 | +75,198 | 3.23% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 2,254,925 | 111,325 | 0.0% | 0.0% | 5 | +1,810 | 0.08% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 1,737,937 | 85,801 | 0.0% | 0.0% | 6 | +1,607,445 | 1231.83% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,393,256 | 68,798 | 0.0% | 0.0% | 7 | +63,468 | 4.77% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 719,022 | 35,498 | 0.0% | 0.0% | 8 | +35,541 | 5.2% | Q2 2026 | Aug 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 647,745 | 31,979 | 0.21% | 0.21% | 9 | -45,037 | -6.5% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 629,351 | 31,071 | 0.02% | 0.02% | 10 | -40,501 | -6.05% | Q2 2026 | Aug 07, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 611,644 | 30,196 | 0.0% | 0.0% | 11 | -3,943 | -0.64% | Q2 2026 | Aug 14, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 578,914 | 28,580 | 0.08% | 0.06% | 12 | +175,417 | 43.47% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 559,697 | 27,632 | 0.02% | 0.02% | 13 | -562 | -0.1% | Q2 2026 | Sep 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 519,883 | 25,666 | 0.01% | 0.0% | 14 | +337,467 | 185.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 459,484 | 22,684 | 0.0% | 0.0% | 15 | +6,567 | 1.45% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 441,781 | 21,810 | 0.01% | 0.01% | 16 | +4,021 | 0.92% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 410,346 | 20,258 | 0.0% | 0.0% | 17 | -33,252 | -7.5% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Added to | 385,862 | 19,049 | 0.0% | 0.0% | 18 | +13,802 | 3.71% | Q2 2026 | Aug 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 343,908 | 16,978 | 0.0% | 0.0% | 19 | +6,682 | 1.98% | Q2 2026 | Aug 13, 2026 |
| Ceredex Value Advisors LLC | History | Added to | 276,950 | 13,673 | 0.38% | 0.36% | 20 | +8,700 | 3.24% | Q2 2026 | Aug 11, 2026 |
| NBT BANK, N.A. | History | Added to | 261,448 | 12,907 | 0.85% | 0.73% | 21 | +978 | 0.38% | Q2 2026 | Jul 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 251,361 | 12,409 | 0.01% | 0.01% | 22 | -2,981 | -1.17% | Q2 2026 | Aug 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 240,822 | 11,889 | 0.01% | 0.01% | 23 | +85,026 | 54.58% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 219,085 | 10,816 | 0.0% | 0.0% | 24 | -36,363 | -14.23% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | Added to | 215,142 | 10,621 | 0.0% | 0.0% | 25 | +28,923 | 15.53% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 202,250 | 10,057 | 0.0% | 0.0% | 26 | -2,389 | -1.17% | Q2 2026 | Aug 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 189,433 | 9,352 | 0.16% | 0.01% | 27 | +182,153 | 2502.1% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 178,835 | 8,829 | 0.0% | 0.0% | 28 | +6,225 | 3.61% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 178,703 | 8,822 | 0.02% | 0.02% | 29 | -8,439 | -4.51% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 163,440 | 8,069 | 0.0% | 0.0% | 30 | -97,476 | -37.36% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 155,230 | 7,632 | 0.01% | 0.01% | 31 | -398 | -0.26% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Reduced | 151,572 | 7,483 | 0.0% | 0.0% | 32 | -9,440 | -5.86% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 147,235 | 7,268 | 0.01% | 0.01% | 33 | -9,671 | -6.16% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 135,314 | 6,680 | 0.01% | 0.01% | 34 | -1,596 | -1.17% | Q2 2026 | Jul 29, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 131,567 | 6,495 | 0.0% | 0.01% | 35 | -15,296 | -10.42% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 128,180 | 6,328 | 0.0% | 0.0% | 36 | +3,155 | 2.52% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 127,306 | 6,285 | 0.0% | 0.0% | 37 | +14,635 | 12.99% | Q2 2026 | Aug 11, 2026 |
| Edgestream Partners, L.P. | History | Added to | 125,023 | 6,172 | 0.18% | 0.12% | 38 | +40,719 | 48.3% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 124,971 | 6,169 | 0.0% | 0.0% | 39 | -36,769 | -22.73% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | Reduced | 122,283 | 6,037 | 0.0% | 0.0% | 40 | -1,762 | -1.42% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 122,143 | 6,030 | 0.0% | 0.0% | 41 | +64,424 | 111.62% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 119,929 | 5,920 | 0.0% | 0.0% | 42 | +33,215 | 38.3% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | Added to | 126,428 | 5,741 | 0.02% | 0.02% | 43 | +52,714 | 71.51% | Q2 2026 | Aug 10, 2026 |
| Swiss National Bank | History | Reduced | 101,800 | 5,025 | 0.0% | 0.0% | 44 | -1,500 | -1.45% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 96,029 | 4,828 | 0.01% | 0.01% | 45 | -7,478 | -7.22% | Q2 2026 | Jul 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 91,512 | 4,517 | 0.02% | 0.01% | 46 | +57,465 | 168.78% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 81,755 | 4,037 | 0.0% | 0.0% | 47 | +11,244 | 15.95% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 79,566 | 3,928 | 0.0% | 0.0% | 48 | -3,938 | -4.72% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 77,858 | 3,843 | 0.0% | 0.01% | 49 | -217,329 | -73.62% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Added to | 77,153 | 3,809 | 0.02% | 0.01% | 50 | +40,869 | 112.64% | Q2 2026 | Aug 14, 2026 |
| PL Capital Advisors, LLC | History | Reduced | 73,030 | 3,605 | 1.0% | 2.67% | 51 | -135,000 | -64.89% | Q2 2026 | Jul 31, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 70,736 | 3,492 | 0.0% | 0.0% | 52 | +55,117 | 352.88% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 59,849 | 2,955 | 0.0% | 0.01% | 53 | -10,573 | -15.01% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 59,711 | 2,947 | 0.0% | 0.0% | 54 | +9,836 | 19.72% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 55,960 | 2,762 | 0.0% | 0.0% | 55 | +7,180 | 14.72% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 64,405 | 2,742 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 54,416 | 2,686 | 0.0% | 0.0% | 57 | +540 | 1.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 51,849 | 2,559 | 0.0% | 0.0% | 58 | +1,810 | 3.62% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Added to | 47,221 | 2,331 | 0.0% | 0.0% | 59 | +15,311 | 47.98% | Q2 2026 | Aug 03, 2026 |
| Baird Financial Group, Inc. | History | Added to | 45,569 | 2,249 | 0.0% | 0.0% | 60 | +2,638 | 6.14% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 43,330 | 2,139 | 0.04% | 0.04% | 61 | -5,189 | -10.69% | Q2 2026 | Jul 31, 2026 |
| Quantinno Capital Management LP | History | Added to | 42,622 | 2,104 | 0.0% | 0.0% | 62 | +32,151 | 307.05% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 42,023 | 2,074 | 0.0% | 0.0% | 63 | -2,839 | -6.33% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 41,956 | 2,071 | 0.0% | 0.0% | 64 | +16,866 | 67.22% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 40,576 | 2,003 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 39,887 | 1,969 | 0.02% | 0.02% | 66 | -8,610 | -17.75% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 39,824 | 1,966 | 0.0% | 0.0% | 67 | -2,371 | -5.62% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 37,651 | 1,859 | 0.0% | 0.0% | 68 | +1,434 | 3.96% | Q2 2026 | Jul 23, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 37,540 | 1,853 | 0.13% | 0.13% | 69 | -688 | -1.8% | Q2 2026 | Jul 15, 2026 |
| Linden Thomas Advisory Services, LLC | History | New | 36,052 | 1,779 | 0.14% | — | 70 | +36,052 | New | Q2 2026 | Jul 16, 2026 |
| Horizon Advisory Services, Inc. | History | No change | 34,781 | 1,717 | 0.72% | 0.76% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 34,145 | 1,685 | 0.0% | 0.0% | 72 | +773 | 2.32% | Q2 2026 | Aug 13, 2026 |
| Members Advisory Group LLC | History | No change | 33,522 | 1,654 | 0.46% | 0.49% | 73 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 32,218 | 1,590 | 0.0% | 0.0% | 74 | -2,064 | -6.02% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | Added to | 30,902 | 1,525 | 0.0% | 0.0% | 75 | +2,196 | 7.65% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 30,183 | 1,490 | 0.01% | 0.01% | 76 | +1,292 | 4.47% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 29,533 | 1,458 | 0.0% | 0.0% | 78 | -796 | -2.62% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 29,543 | 1,458 | 0.0% | 0.0% | 77 | +659 | 2.28% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 29,432 | 1,453 | 0.0% | 0.0% | 79 | -1 | -0.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 27,845 | 1,374 | 0.07% | 0.08% | 80 | -4,405 | -13.66% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 27,096 | 1,337 | 0.02% | — | 81 | +27,096 | New | Q2 2026 | Jul 20, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 27,041 | 1,335 | 0.02% | 0.02% | 82 | -704 | -2.54% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 26,959 | 1,330 | 0.01% | 0.0% | 83 | +26,839 | 22365.83% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 26,957 | 1,330 | 0.0% | 0.0% | 84 | +20,757 | 334.79% | Q2 2026 | Aug 06, 2026 |
| Horizon Investments, LLC | History | Added to | 26,867 | 1,326 | 0.01% | 0.01% | 85 | +4,800 | 21.75% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | Added to | 26,779 | 1,322 | 0.02% | 0.01% | 86 | +17,190 | 179.27% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 26,771 | 1,321 | 0.0% | 0.0% | 87 | +40 | 0.15% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 25,034 | 1,235 | 0.02% | 0.02% | 88 | +216 | 0.87% | Q2 2026 | Jul 20, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 23,875 | 1,178 | 0.0% | 0.0% | 89 | -153 | -0.64% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 23,597 | 1,164 | 0.01% | 0.01% | 90 | -5,707 | -19.48% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | New | 23,310 | 1,151 | 0.0% | — | 91 | +23,310 | New | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 22,800 | 1,125 | 0.02% | 0.02% | 92 | -400 | -1.72% | Q2 2026 | Jul 21, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 21,913 | 1,081 | 0.0% | 0.0% | 93 | -2,416 | -9.93% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 21,331 | 1,053 | 0.0% | 0.0% | 94 | -43,996 | -67.35% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 21,257 | 1,049 | 0.0% | 0.0% | 95 | -2,640 | -11.05% | Q2 2026 | Aug 13, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | New | 21,175 | 1,045 | 0.91% | — | 96 | +21,175 | New | Q2 2026 | Jul 28, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 23,310 | 992 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 19,420 | 958 | 0.01% | 0.01% | 98 | -8,678 | -30.88% | Q2 2026 | Jul 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 19,308 | 953 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Community Bank, N.A. | History | No change | 18,509 | 913 | 0.1% | 0.09% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 18,287 | 902 | 0.0% | 0.0% | 101 | +2,400 | 15.11% | Q2 2026 | Jul 29, 2026 |
| Note Advisors, LLC | History | Added to | 18,048 | 891 | 0.39% | 0.38% | 102 | +169 | 0.95% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 17,544 | 866 | 0.0% | 0.0% | 103 | -6 | -0.03% | Q2 2026 | Aug 18, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 17,259 | 852 | 0.0% | 0.0% | 104 | +3,167 | 22.47% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,177 | 798 | 0.0% | 0.0% | 105 | +10,199 | 170.61% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 16,161 | 797 | 0.0% | 0.0% | 106 | -10,527 | -39.44% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | Added to | 16,113 | 795 | 0.0% | 0.0% | 107 | +3,081 | 23.64% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 15,956 | 787 | 0.0% | 0.0% | 108 | +5,953 | 59.51% | Q2 2026 | Aug 14, 2026 |
| Financial Planning Hawaii, Inc. | History | No change | 15,439 | 762 | 0.41% | 0.39% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 15,292 | 754 | 0.01% | 0.01% | 110 | +1,118 | 7.89% | Q2 2026 | Jul 23, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 15,254 | 753 | 0.02% | 0.02% | 111 | -134 | -0.87% | Q2 2026 | Aug 13, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Reduced | 15,018 | 741 | 0.4% | 0.42% | 112 | -192 | -1.26% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 17,413 | 741 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 15,000 | 740 | 0.32% | 0.3% | 114 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 14,972 | 739 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 14,630 | 722 | 0.0% | 0.0% | 116 | -6,840 | -31.86% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 13,967 | 690 | 0.0% | 0.0% | 117 | -1,062 | -7.07% | Q2 2026 | Jul 23, 2026 |
| Arizona State Retirement System | History | Reduced | 13,992 | 690 | 0.0% | 0.0% | 118 | -378 | -2.63% | Q2 2026 | Aug 07, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 13,907 | 686 | 0.01% | 0.01% | 119 | +33 | 0.24% | Q2 2026 | Jul 16, 2026 |
| Inspire Investing, LLC | History | Added to | 13,789 | 680 | 0.03% | 0.04% | 120 | +1,752 | 14.56% | Q2 2026 | Aug 12, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 13,626 | 672 | 0.05% | 0.04% | 121 | +693 | 5.36% | Q2 2026 | Jul 29, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Reduced | 13,355 | 659 | 0.01% | 0.01% | 122 | -1,125 | -7.77% | Q2 2026 | Jul 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 13,086 | 646 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Entropy Technologies, LP | History | Added to | 13,069 | 645 | 0.03% | 0.01% | 124 | +6,458 | 97.69% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 12,958 | 639 | 0.0% | 0.0% | 125 | +620 | 5.03% | Q2 2026 | Aug 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 12,908 | 637 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 12,730 | 628 | 0.0% | 0.0% | 127 | +3,815 | 42.79% | Q2 2026 | Aug 11, 2026 |
| Handelsbanken Fonder AB | History | No change | 12,695 | 627 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 12,327 | 608 | 0.0% | 0.0% | 130 | -798 | -6.08% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 12,333 | 608 | 0.0% | 0.0% | 129 | -604 | -4.67% | Q2 2026 | Jul 17, 2026 |
| BARCLAYS PLC | History | Reduced | 12,160 | 600 | 0.0% | 0.0% | 131 | -10,981 | -47.45% | Q2 2026 | Aug 14, 2026 |
| Shelter Rock Management, LLC | History | No change | 12,163 | 600 | 0.58% | 0.55% | 132 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 12,032 | 594 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | No change | 12,000 | 592 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 11,804 | 582 | 0.01% | 0.01% | 135 | -200 | -1.67% | Q2 2026 | Jul 28, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 11,531 | 569 | 0.04% | 0.04% | 136 | +1 | 0.01% | Q2 2026 | Jul 06, 2026 |
| HOWE & RUSLING INC | History | Added to | 11,485 | 567 | 0.03% | 0.03% | 137 | +653 | 6.03% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 11,409 | 563 | 0.0% | 0.0% | 138 | -259 | -2.22% | Q2 2026 | Aug 05, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 11,300 | 557 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 11,125 | 549 | 0.05% | 0.05% | 140 | -246 | -2.16% | Q2 2026 | Jul 28, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 11,119 | 548 | 0.08% | 0.07% | 141 | -110 | -0.98% | Q2 2026 | Jul 09, 2026 |
| IFG Advisory, LLC | History | New | 11,075 | 546 | 0.02% | — | 142 | +11,075 | New | Q2 2026 | Aug 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 10,410 | 513 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,271 | 507 | 0.0% | 0.0% | 144 | +3,002 | 41.3% | Q2 2026 | Aug 19, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 9,794 | 483 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 9,700 | 478 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | No change | 9,330 | 460 | 0.07% | 0.14% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 9,315 | 459 | 0.0% | 0.0% | 148 | -200 | -2.1% | Q2 2026 | Aug 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 9,027 | 445 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 8,343 | 444 | 0.01% | 0.01% | 150 | -2,000 | -19.34% | Q2 2026 | Aug 06, 2026 |
| Summit Financial, LLC | History | No change | 8,964 | 442 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 8,750 | 432 | 0.0% | 0.0% | 152 | -2,560 | -22.63% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | New | 8,373 | 413 | 0.0% | — | 153 | +8,373 | New | Q2 2026 | Aug 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Added to | 8,196 | 404 | 0.11% | 0.06% | 154 | +3,023 | 58.44% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | Added to | 8,037 | 396 | 0.0% | 0.0% | 155 | +753 | 10.34% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 7,881 | 389 | 0.0% | — | 156 | +7,881 | New | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | Reduced | 7,753 | 382 | 0.01% | 0.02% | 157 | -15,000 | -65.93% | Q2 2026 | Aug 14, 2026 |
| BLB&B Advisors, LLC | History | No change | 7,656 | 377 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Portfolio Strategies, Inc. | History | No change | 7,628 | 376 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Maryland State Retirement & Pension System | History | No change | 7,608 | 375 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 7,552 | 372 | 0.1% | 0.09% | 161 | +10 | 0.13% | Q2 2026 | Jul 15, 2026 |
| Focused Wealth Management, Inc | History | Added to | 7,359 | 363 | 0.03% | 0.03% | 162 | +70 | 0.96% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,238 | 357 | 0.0% | 0.0% | 163 | -1,541 | -17.55% | Q2 2026 | Aug 05, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 7,220 | 356 | 0.0% | 0.0% | 164 | -282 | -3.76% | Q2 2026 | Jul 30, 2026 |
| M&T BANK CORP | History | Reduced | 7,079 | 349 | 0.0% | 0.0% | 165 | -1,961 | -21.69% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,995 | 345 | 0.0% | 0.0% | 166 | +1,157 | 19.82% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | Reduced | 6,920 | 341 | 0.0% | 0.0% | 167 | -1,577 | -18.56% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 6,816 | 336 | 0.0% | 0.0% | 168 | +1,647 | 31.86% | Q2 2026 | Aug 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 6,697 | 330 | 0.0% | 0.01% | 169 | -154 | -2.25% | Q2 2026 | Jul 13, 2026 |
| Jain Global LLC | History | New | 6,491 | 320 | 0.0% | — | 170 | +6,491 | New | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 6,474 | 319 | 0.0% | 0.0% | 171 | -143 | -2.16% | Q2 2026 | Jul 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 6,373 | 314 | 0.0% | 0.0% | 172 | +594 | 10.28% | Q2 2026 | Jul 28, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 6,298 | 310 | 0.0% | 0.0% | 173 | +1,072 | 20.51% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 6,037 | 298 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 5,958 | 294 | 0.0% | 0.0% | 176 | -29 | -0.48% | Q2 2026 | Aug 11, 2026 |
| STEPHENS INC /AR/ | History | No change | 5,964 | 294 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 5,958 | 294 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,897 | 291 | 0.0% | 0.0% | 178 | +657 | 12.54% | Q2 2026 | Jul 27, 2026 |
| Stone House Investment Management, LLC | History | Added to | 5,631 | 277 | 0.04% | 0.04% | 179 | +466 | 9.02% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | New | 5,599 | 276 | 0.0% | — | 180 | +5,599 | New | Q2 2026 | Aug 13, 2026 |
| INCEPTIONR LLC | History | New | 5,229 | 258 | 0.06% | — | 181 | +5,229 | New | Q2 2026 | Aug 10, 2026 |
| Independent Advisor Alliance | History | Added to | 5,216 | 257 | 0.01% | 0.0% | 182 | +41 | 0.79% | Q2 2026 | Aug 12, 2026 |
| Numerai GP LLC | History | Reduced | 5,204 | 256 | 0.02% | 0.13% | 183 | -26,301 | -83.48% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 5,081 | 253 | 0.0% | 0.0% | 184 | +63 | 1.26% | Q2 2026 | Aug 13, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 5,093 | 251 | 0.03% | 0.03% | 185 | -260 | -4.86% | Q2 2026 | Jul 31, 2026 |
| XPONANCE LLC | History | Added to | 5,008 | 247 | 0.0% | 0.0% | 186 | +74 | 1.5% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | Reduced | 4,864 | 240 | 0.0% | 0.0% | 187 | -19,035 | -79.65% | Q2 2026 | Aug 07, 2026 |
| Daytona Street Capital LLC | History | No change | 4,768 | 238 | 0.17% | 0.16% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Added to | 4,785 | 236 | 0.03% | 0.03% | 189 | +37 | 0.78% | Q2 2026 | Jul 23, 2026 |
| Corient Private Wealth LP | History | New | 4,722 | 233 | 0.0% | — | 191 | +4,722 | New | Q2 2026 | Aug 27, 2026 |
| CIBC Asset Management Inc | History | Reduced | 4,734 | 233 | 0.0% | 0.0% | 190 | -60 | -1.25% | Q2 2026 | Aug 03, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 4,705 | 232 | 0.01% | 0.01% | 192 | +425 | 9.93% | Q2 2026 | Aug 13, 2026 |
| Strategic Financial Services, Inc. | History | No change | 4,700 | 232 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 4,364 | 215 | 0.0% | 0.01% | 194 | -24,372 | -84.81% | Q2 2026 | Aug 10, 2026 |
| Freestone Grove Partners LP | History | New | 4,357 | 215 | 0.0% | — | 195 | +4,357 | New | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | New | 4,010 | 211 | 0.04% | — | 196 | +4,010 | New | Q2 2026 | Aug 06, 2026 |
| BURNEY CO/ | History | New | 4,185 | 206 | 0.01% | — | 197 | +4,185 | New | Q2 2026 | Jul 14, 2026 |
| PROFUND ADVISORS LLC | History | New | 4,183 | 206 | 0.01% | — | 198 | +4,183 | New | Q2 2026 | Aug 11, 2026 |
| UNION SAVINGS BANK | History | Reduced | 3,738 | 184 | 0.07% | 0.12% | 199 | -2,544 | -40.5% | Q2 2026 | Jul 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,624 | 178 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,368 | 166 | 0.0% | 0.0% | 201 | +463 | 15.94% | Q2 2026 | Jul 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,166 | 156 | 0.0% | 0.0% | 202 | +650 | 25.83% | Q2 2026 | Aug 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 2,979 | 147 | 0.0% | 0.0% | 203 | -3,156 | -51.44% | Q2 2026 | Aug 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2,991 | 147 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BIRCHBROOK, INC. | History | No change | 2,991 | 147 | 0.07% | 0.06% | 205 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,957 | 145 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,722 | 133 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 2,352 | 116 | 0.0% | 0.0% | 208 | +104 | 4.63% | Q2 2026 | Jul 07, 2026 |
| ESL Trust Services, LLC | History | No change | 2,058 | 101 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KBC Group NV | History | No change | 1,984 | 98 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,930 | 95 | 0.0% | 0.0% | 211 | -12 | -0.62% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 1,831 | 90 | 0.02% | 0.02% | 212 | +1 | 0.05% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,816 | 89 | 0.0% | 0.0% | 213 | -286 | -13.61% | Q2 2026 | Aug 12, 2026 |
| Amova Asset Management Americas, Inc. | History | New | 1,583 | 78 | 0.0% | — | 214 | +1,583 | New | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,282 | 63 | 0.01% | 0.01% | 216 | -969 | -43.05% | Q2 2026 | Aug 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,279 | 63 | 0.0% | 0.0% | 215 | +332 | 35.06% | Q2 2026 | Aug 12, 2026 |
| Asset Dedication, LLC | History | No change | 1,190 | 58 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,045 | 51 | 0.0% | 0.0% | 218 | -566 | -35.13% | Q2 2026 | Jul 28, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | New | 1,000 | 49 | 0.01% | — | 219 | +1,000 | New | Q2 2026 | Jul 27, 2026 |
| Global Retirement Partners, LLC | History | New | 989 | 48 | 0.0% | — | 220 | +989 | New | Q2 2026 | Aug 06, 2026 |
| Nykredit A/S | History | New | 904 | 44 | 0.0% | — | 221 | +904 | New | Q2 2026 | Sep 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 867 | 42 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BESSEMER GROUP INC | History | Reduced | 801 | 39 | 0.0% | 0.0% | 223 | -31 | -3.73% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Added to | 806 | 39 | 0.0% | 0.0% | 224 | +5 | 0.62% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Added to | 749 | 36 | 0.0% | 0.0% | 225 | +95 | 14.53% | Q2 2026 | Jul 21, 2026 |
| Crews Bank & Trust | History | No change | 702 | 34 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 656 | 32 | 0.0% | 0.0% | 227 | +38 | 6.15% | Q2 2026 | Aug 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 619 | 31 | 0.0% | 0.0% | 228 | +38 | 6.54% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 561 | 28 | 0.0% | 0.0% | 229 | -57 | -9.22% | Q2 2026 | Aug 07, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 533 | 26 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Optiver Holding B.V. | History | Added to | 480 | 23 | 0.0% | 0.0% | 231 | +416 | 650.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 430 | 21 | 0.0% | 0.0% | 232 | -316 | -42.36% | Q2 2026 | Jul 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 406 | 20 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smithfield Trust Co | History | No change | 375 | 19 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 391 | 19 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 383 | 18 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caldwell Trust Co | History | No change | 372 | 18 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 356 | 17 | 0.0% | 0.0% | 238 | +58 | 19.46% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | Added to | 344 | 16 | 0.0% | 0.0% | 239 | +20 | 6.17% | Q2 2026 | Aug 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 377 | 16 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Allworth Financial LP | History | Reduced | 306 | 15 | 0.0% | 0.0% | 241 | -694 | -69.4% | Q2 2026 | Aug 11, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 308 | 15 | 0.0% | — | 242 | +308 | New | Q2 2026 | Aug 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 273 | 13 | 0.0% | 0.0% | 243 | +229 | 520.45% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 276 | 13 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 235 | 11 | 0.0% | 0.0% | 245 | +18 | 8.29% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 228 | 11 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 219 | 10 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Spire Wealth Management | History | No change | 207 | 10 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | No change | 163 | 8 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Vanguard National Trust Co | History | No change | 130 | 6 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 138 | 6 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fulcrum Asset Management LLP | History | New | 86 | 4 | 0.0% | — | 257 | +86 | New | Q2 2026 | Aug 18, 2026 |
| Parallel Advisors, LLC | History | Reduced | 82 | 4 | 0.0% | 0.0% | 253 | -10 | -10.87% | Q2 2026 | Aug 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 97 | 4 | 0.0% | 0.0% | 256 | +6 | 6.59% | Q2 2026 | Aug 11, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 89 | 4 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Colonial Trust Co / SC | History | No change | 100 | 4 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Financial Management LLC | History | New | 75 | 3 | 0.0% | — | 259 | +75 | New | Q2 2026 | Aug 28, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 62 | 3 | 0.0% | — | 258 | +43 | 226.32% | Q2 2026 | Jul 22, 2026 |
| Bare Financial Services, Inc | History | Added to | 56 | 2 | 0.0% | 0.0% | 263 | +11 | 24.44% | Q2 2026 | Jul 27, 2026 |
| Quarry LP | History | Reduced | 51 | 2 | 0.0% | 0.0% | 262 | -6 | -10.53% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 57 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parkside Financial Bank & Trust | History | No change | 45 | 2 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | New | 28 | 1 | 0.0% | — | 270 | +28 | New | Q2 2026 | Aug 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 40 | 1 | 0.0% | 0.0% | 265 | -24 | -37.5% | Q2 2026 | Jul 14, 2026 |
| True Wealth Design, LLC | History | Added to | 22 | 1 | 0.0% | — | 268 | +14 | 175.0% | Q2 2026 | Jul 16, 2026 |
| Covestor Ltd | History | Added to | 14 | 1 | 0.0% | — | 267 | +9 | 180.0% | Q2 2026 | Aug 07, 2026 |
| Essential Partners LLC | History | Added to | 39 | 1 | 0.0% | 0.0% | 269 | +1 | 2.63% | Q2 2026 | Aug 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 29 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -115,900 | -100.0% | Q2 2026 | Aug 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88,164 | -100.0% | Q2 2026 | Aug 14, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.61% | — | -62,711 | -100.0% | Q2 2026 | Aug 07, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -61,064 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,524 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,839 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,473 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -28,027 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,183 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,827 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,361 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -20,321 | -100.0% | Q2 2026 | Aug 03, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,606 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | Closed out | 0 | 0 | — | 0.25% | — | -15,000 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -10,830 | -100.0% | Q2 2026 | Jul 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -9,165 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,464 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,802 | -100.0% | Q2 2026 | Jul 30, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -6,167 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,809 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Bayview Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,168 | -100.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,923 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Teza Capital Management LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -4,911 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FIDELITY D & D BANCORP INC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,700 | -100.0% | Q2 2026 | Aug 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,534 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Closed out | 0 | 0 | — | 0.01% | — | -1,025 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -790 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -341 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -293 | -100.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -274 | -100.0% | Q2 2026 | Aug 14, 2026 |