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.
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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 | 7,477,880 | 369,182 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 3,449,538 | 170,303 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 2,731,491 | 134,853 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,578,261 | 129,325 | 0.02% | 0.02% | 4 | +172,088 | 7.15% | Q3 2026 | Nov 04, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,254,925 | 111,325 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 1,737,937 | 85,801 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,393,256 | 68,798 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 719,022 | 35,498 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 647,745 | 31,979 | 0.21% | 0.21% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 629,351 | 31,071 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 611,644 | 30,196 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 578,914 | 28,580 | 0.08% | 0.08% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 559,697 | 27,632 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 519,883 | 25,666 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 459,484 | 22,684 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 441,781 | 21,810 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 410,346 | 20,258 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 385,862 | 19,049 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 343,908 | 16,978 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ceredex Value Advisors LLC | History | No change | 276,950 | 13,673 | 0.38% | 0.38% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NBT BANK, N.A. | History | Added to | 265,692 | 13,327 | 0.91% | 0.85% | 21 | +4,244 | 1.62% | Q3 2026 | Oct 21, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 248,331 | 12,456 | 0.01% | 0.01% | 22 | -3,030 | -1.21% | Q3 2026 | Nov 02, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 240,822 | 11,889 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 219,085 | 10,816 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | No change | 215,142 | 10,621 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 202,250 | 10,057 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ProShare Advisors LLC | History | Added to | 197,314 | 9,897 | 0.01% | 0.01% | 27 | +50,079 | 34.01% | Q3 2026 | Oct 28, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 189,433 | 9,352 | 0.16% | 0.16% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 178,835 | 8,829 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 178,703 | 8,822 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 163,440 | 8,069 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 155,230 | 7,632 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 150,208 | 7,534 | 0.01% | 0.01% | 33 | +14,894 | 11.01% | Q3 2026 | Nov 02, 2026 |
| Invesco Ltd. | History | No change | 151,572 | 7,483 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 131,567 | 6,495 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 128,180 | 6,328 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 127,306 | 6,285 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Edgestream Partners, L.P. | History | No change | 125,023 | 6,172 | 0.18% | 0.18% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 124,971 | 6,169 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 122,283 | 6,037 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 122,143 | 6,030 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 119,929 | 5,920 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 126,428 | 5,741 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 109,819 | 5,549 | 0.01% | 0.01% | 44 | +13,790 | 14.36% | Q3 2026 | Oct 13, 2026 |
| Swiss National Bank | History | No change | 101,800 | 5,025 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 91,512 | 4,517 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 81,755 | 4,037 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 79,566 | 3,928 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 77,858 | 3,843 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 77,153 | 3,809 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PL Capital Advisors, LLC | History | No change | 73,030 | 3,605 | 1.0% | 1.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 70,736 | 3,492 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 59,849 | 2,955 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 59,711 | 2,947 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 55,960 | 2,762 | 0.0% | 0.0% | 55 | 0 | 0.0% | 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 | No change | 54,416 | 2,686 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 51,849 | 2,559 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 45,569 | 2,249 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 42,622 | 2,104 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 42,023 | 2,074 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 41,956 | 2,071 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 40,776 | 2,045 | 0.0% | 0.0% | 63 | +3,125 | 8.3% | Q3 2026 | Oct 22, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 40,576 | 2,003 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 39,887 | 1,969 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 39,824 | 1,966 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 36,462 | 1,828 | 0.13% | 0.13% | 67 | -1,078 | -2.87% | Q3 2026 | Oct 05, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 36,114 | 1,811 | 0.14% | 0.14% | 68 | +62 | 0.17% | Q3 2026 | Oct 19, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 35,565 | 1,783 | 0.03% | 0.04% | 69 | -7,765 | -17.92% | Q3 2026 | Oct 28, 2026 |
| CITIGROUP INC | History | Reduced | 34,961 | 1,753 | 0.0% | 0.0% | 70 | -12,260 | -25.96% | Q3 2026 | Nov 04, 2026 |
| Horizon Advisory Services, Inc. | History | No change | 34,781 | 1,744 | 0.66% | 0.72% | 71 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 34,145 | 1,685 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Members Advisory Group LLC | History | No change | 33,522 | 1,654 | 0.46% | 0.46% | 73 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 32,218 | 1,590 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 30,902 | 1,525 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 30,183 | 1,490 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 29,543 | 1,458 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 29,533 | 1,458 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 29,432 | 1,453 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 27,845 | 1,374 | 0.07% | 0.07% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 26,956 | 1,352 | 0.02% | 0.02% | 81 | -85 | -0.31% | Q3 2026 | Nov 05, 2026 |
| Arax Advisory Partners | History | No change | 26,959 | 1,330 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Russell Investments Group, Ltd. | History | No change | 26,957 | 1,330 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Horizon Investments, LLC | History | No change | 26,867 | 1,326 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 26,779 | 1,322 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 26,771 | 1,321 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 25,034 | 1,255 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 23,875 | 1,178 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 23,597 | 1,164 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 23,310 | 1,151 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 22,100 | 1,108 | 0.02% | 0.02% | 91 | -700 | -3.07% | Q3 2026 | Oct 20, 2026 |
| Rafferty Asset Management, LLC | History | No change | 21,913 | 1,081 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 21,304 | 1,068 | 0.0% | 0.0% | 93 | +47 | 0.22% | Q3 2026 | Nov 02, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 21,175 | 1,062 | 0.98% | 0.91% | 94 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 21,331 | 1,053 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 19,308 | 953 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Community Bank, N.A. | History | No change | 18,509 | 913 | 0.1% | 0.1% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 18,287 | 902 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Note Advisors, LLC | History | No change | 18,048 | 891 | 0.39% | 0.39% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 17,544 | 866 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 17,259 | 852 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 16,177 | 798 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 16,161 | 797 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 16,113 | 795 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 15,956 | 787 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 15,292 | 754 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CreativeOne Wealth, LLC | History | No change | 15,254 | 753 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 15,000 | 752 | 0.33% | 0.32% | 108 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| LEIGH BALDWIN & CO., LLC | History | No change | 15,018 | 741 | 0.4% | 0.4% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 14,972 | 739 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 14,630 | 722 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona State Retirement System | History | Added to | 14,279 | 716 | 0.0% | 0.0% | 112 | +287 | 2.05% | Q3 2026 | Nov 03, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 13,626 | 683 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| AMALGAMATED BANK | History | Reduced | 13,467 | 676 | 0.0% | 0.0% | 114 | -500 | -3.58% | Q3 2026 | Oct 23, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | No change | 13,355 | 669 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 13,113 | 657 | 0.01% | 0.01% | 116 | -794 | -5.71% | Q3 2026 | Oct 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 12,972 | 650 | 0.0% | 0.0% | 117 | +14 | 0.11% | Q3 2026 | Oct 20, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 13,086 | 646 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Entropy Technologies, LP | History | No change | 13,069 | 645 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | Reduced | 12,709 | 637 | 0.03% | 0.03% | 121 | -1,080 | -7.83% | Q3 2026 | Oct 22, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 12,908 | 637 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 12,730 | 628 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Handelsbanken Fonder AB | History | No change | 12,695 | 627 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Shelter Rock Management, LLC | History | No change | 12,163 | 626 | 0.58% | 0.58% | 124 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 12,242 | 614 | 0.0% | 0.0% | 125 | -91 | -0.74% | Q3 2026 | Nov 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 12,327 | 608 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| North Star Investment Management Corp. | History | No change | 12,000 | 601 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BARCLAYS PLC | History | No change | 12,160 | 600 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 12,032 | 594 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 11,704 | 587 | 0.01% | 0.01% | 130 | -100 | -0.85% | Q3 2026 | Oct 29, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 11,532 | 578 | 0.04% | 0.04% | 131 | +1 | 0.01% | Q3 2026 | Oct 01, 2026 |
| HOWE & RUSLING INC | History | No change | 11,485 | 567 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 11,409 | 563 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALPS ADVISORS INC | History | New | 11,130 | 558 | 0.0% | — | 134 | +11,130 | New | Q3 2026 | Nov 02, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 11,300 | 557 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stablepoint Partners, LLC | History | No change | 11,119 | 557 | 0.07% | 0.08% | 136 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| IFG Advisory, LLC | History | No change | 11,075 | 546 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 10,661 | 533 | 0.01% | 0.01% | 138 | -8,759 | -45.1% | Q3 2026 | Oct 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 10,410 | 513 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,271 | 507 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 9,794 | 483 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 9,700 | 478 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Canandaigua National Trust Co of Florida | History | New | 9,331 | 468 | 0.26% | — | 143 | +9,331 | New | Q3 2026 | Oct 07, 2026 |
| Odyssean, LLC | History | No change | 9,330 | 460 | 0.07% | 0.07% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 9,315 | 459 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 9,027 | 445 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBK Sorce Advisory LLC | History | No change | 8,343 | 444 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Financial, LLC | History | No change | 8,964 | 442 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 8,750 | 432 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 8,373 | 413 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 8,196 | 404 | 0.11% | 0.11% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 8,037 | 396 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 7,881 | 389 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 7,718 | 387 | 0.04% | 0.05% | 154 | -3,407 | -30.62% | Q3 2026 | Oct 27, 2026 |
| Curi Capital, LLC | History | No change | 7,753 | 382 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 7,562 | 379 | 0.1% | 0.1% | 156 | +10 | 0.13% | Q3 2026 | Oct 19, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 7,514 | 376 | 0.0% | 0.0% | 158 | +294 | 4.07% | Q3 2026 | Nov 03, 2026 |
| Portfolio Strategies, Inc. | History | No change | 7,628 | 376 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Maryland State Retirement & Pension System | History | No change | 7,608 | 375 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Focused Wealth Management, Inc | History | Added to | 7,418 | 372 | 0.03% | 0.03% | 160 | +59 | 0.8% | Q3 2026 | Oct 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 7,199 | 361 | 0.0% | 0.0% | 161 | +826 | 12.96% | Q3 2026 | Nov 04, 2026 |
| HighTower Advisors, LLC | History | No change | 7,238 | 357 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| M&T BANK CORP | History | No change | 7,079 | 349 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,995 | 345 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 6,802 | 341 | 0.05% | — | 166 | +6,802 | New | Q3 2026 | Nov 04, 2026 |
| Amundi | History | No change | 6,920 | 341 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 6,816 | 336 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 6,491 | 320 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 6,474 | 319 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 6,356 | 318 | 0.01% | 0.01% | 170 | -1,300 | -16.98% | Q3 2026 | Oct 27, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 6,298 | 310 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 5,959 | 298 | 0.0% | 0.0% | 172 | +1 | 0.02% | Q3 2026 | Oct 20, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 5,929 | 297 | 0.0% | 0.0% | 173 | -29 | -0.49% | Q3 2026 | Oct 23, 2026 |
| STEPHENS INC /AR/ | History | No change | 5,964 | 294 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stone House Investment Management, LLC | History | No change | 5,631 | 282 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 5,599 | 276 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 5,123 | 262 | 0.0% | 0.0% | 177 | +42 | 0.83% | Q3 2026 | Nov 04, 2026 |
| INCEPTIONR LLC | History | No change | 5,229 | 258 | 0.06% | 0.06% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independent Advisor Alliance | History | No change | 5,216 | 257 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 5,115 | 256 | 0.03% | 0.03% | 180 | +22 | 0.43% | Q3 2026 | Oct 23, 2026 |
| Numerai GP LLC | History | No change | 5,204 | 256 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M Holdings Securities, Inc. | History | New | 4,654 | 249 | 0.02% | — | 182 | +4,654 | New | Q3 2026 | Nov 03, 2026 |
| XPONANCE LLC | History | Reduced | 4,891 | 245 | 0.0% | 0.0% | 183 | -117 | -2.34% | Q3 2026 | Nov 03, 2026 |
| Daytona Street Capital LLC | History | No change | 4,768 | 243 | 0.17% | 0.17% | 184 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | No change | 4,785 | 236 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CIBC Asset Management Inc | History | Reduced | 4,647 | 233 | 0.0% | 0.0% | 186 | -87 | -1.84% | Q3 2026 | Nov 05, 2026 |
| Corient Private Wealth LP | History | No change | 4,722 | 233 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,705 | 232 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Financial Services, Inc. | History | No change | 4,700 | 232 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 4,364 | 215 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Freestone Grove Partners LP | History | No change | 4,357 | 215 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 4,010 | 211 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 4,172 | 209 | 0.01% | 0.01% | 194 | -11 | -0.26% | Q3 2026 | Oct 28, 2026 |
| BURNEY CO/ | History | No change | 4,185 | 209 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| UNION SAVINGS BANK | History | No change | 3,738 | 187 | 0.07% | 0.07% | 195 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,622 | 181 | 0.0% | 0.0% | 197 | +254 | 7.54% | Q3 2026 | Oct 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,624 | 181 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,166 | 156 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BIRCHBROOK, INC. | History | No change | 2,991 | 150 | 0.07% | 0.07% | 199 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 2,979 | 147 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,957 | 145 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,722 | 133 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 2,439 | 122 | 0.0% | 0.0% | 203 | +87 | 3.7% | Q3 2026 | Oct 08, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 2,349 | 117 | 0.01% | 0.01% | 204 | -642 | -21.46% | Q3 2026 | Nov 04, 2026 |
| ESL Trust Services, LLC | History | No change | 2,058 | 101 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KBC Group NV | History | No change | 1,984 | 100 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,930 | 95 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,831 | 90 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 1,816 | 89 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 1,583 | 78 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,289 | 64 | 0.01% | 0.01% | 211 | +7 | 0.55% | Q3 2026 | Oct 27, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,279 | 63 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Dedication, LLC | History | No change | 1,190 | 59 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| John Boyer, Inc. | History | New | 1,044 | 52 | 0.04% | — | 214 | +1,044 | New | Q3 2026 | Oct 27, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,016 | 50 | 0.0% | 0.0% | 215 | -29 | -2.78% | Q3 2026 | Oct 22, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,000 | 50 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 989 | 48 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nykredit A/S | History | No change | 904 | 44 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 867 | 43 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BESSEMER GROUP INC | History | No change | 801 | 39 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 806 | 39 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crews Bank & Trust | History | No change | 702 | 34 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 656 | 32 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 619 | 31 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 599 | 30 | 0.0% | 0.0% | 225 | -150 | -20.03% | Q3 2026 | Oct 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 539 | 27 | 0.0% | 0.0% | 226 | -22 | -3.92% | Q3 2026 | Oct 22, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 533 | 26 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 501 | 25 | 0.0% | 0.0% | 228 | +71 | 16.51% | Q3 2026 | Nov 04, 2026 |
| Optiver Holding B.V. | History | No change | 480 | 23 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 438 | 21 | 0.0% | 0.0% | 230 | +47 | 12.02% | Q3 2026 | Nov 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 406 | 20 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smithfield Trust Co | History | No change | 375 | 19 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bare Financial Services, Inc | History | Added to | 372 | 18 | 0.0% | 0.0% | 234 | +316 | 564.29% | Q3 2026 | Nov 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 383 | 18 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 356 | 17 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Next Level Wealth Planning, LLC | History | New | 332 | 16 | 0.01% | — | 237 | +332 | New | Q3 2026 | Oct 29, 2026 |
| UMB Bank, n.a. | History | No change | 344 | 16 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 306 | 15 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 273 | 13 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 276 | 13 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Caldwell Trust Co | History | Reduced | 250 | 12 | 0.0% | 0.0% | 241 | -122 | -32.8% | Q3 2026 | Oct 30, 2026 |
| ASSETMARK, INC | History | Added to | 223 | 11 | 0.0% | 0.0% | 243 | +4 | 1.83% | Q3 2026 | Oct 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 235 | 11 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ancora Advisors LLC | History | No change | 228 | 11 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 219 | 10 | 0.0% | — | 246 | +219 | New | Q3 2026 | Oct 16, 2026 |
| Spire Wealth Management | History | No change | 207 | 10 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 180 | 9 | 0.0% | 0.0% | 248 | +17 | 10.43% | Q3 2026 | Oct 01, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 142 | 7 | 0.0% | — | 249 | +142 | New | Q3 2026 | Oct 21, 2026 |
| Vanguard National Trust Co | History | No change | 130 | 6 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 138 | 6 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 85 | 4 | 0.0% | 0.0% | 252 | +40 | 88.89% | Q3 2026 | Oct 27, 2026 |
| Parallel Advisors, LLC | History | No change | 82 | 4 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 89 | 4 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Colonial Trust Co / SC | History | No change | 100 | 4 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 97 | 4 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GK Wealth Management LLC | History | New | 68 | 3 | 0.0% | — | 259 | +68 | New | Q3 2026 | Oct 09, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 68 | 3 | 0.0% | 0.0% | 257 | +6 | 9.68% | Q3 2026 | Oct 26, 2026 |
| Cornerstone Financial Management LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Elyxium Wealth, LLC | History | New | 56 | 2 | 0.0% | — | 265 | +56 | New | Q3 2026 | Oct 27, 2026 |
| Clark Wealth Partners | History | New | 50 | 2 | 0.0% | — | 266 | +50 | New | Q3 2026 | Oct 16, 2026 |
| Fortitude Family Office, LLC | History | Added to | 50 | 2 | 0.0% | — | 262 | +46 | 1150.0% | Q3 2026 | Oct 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 51 | 2 | 0.0% | 0.0% | 260 | +22 | 75.86% | Q3 2026 | Oct 22, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 57 | 2 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quarry LP | History | No change | 51 | 2 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 22 | 1 | 0.0% | — | 270 | +22 | New | Q3 2026 | Oct 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| True Wealth Design, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Essential Partners LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -27,096 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Financial Planning Hawaii, Inc. | History | Closed out | 0 | 0 | — | 0.41% | — | -15,439 | -100.0% | Q3 2026 | Oct 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -6,697 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,037 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,897 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,864 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -308 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q3 2026 | Nov 04, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2026 | Oct 16, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 23, 2026 |
| UMB Private Wealth Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 19, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 12 | 0 | — | — | — | +7 | 140.0% | Q3 2026 | Oct 27, 2026 |
| Covestor Ltd | History | Reduced | 9 | 0 | — | 0.0% | — | -5 | -35.71% | Q3 2026 | Oct 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 29, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 23, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 03, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CVA Family Office, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Davis Capital Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Bell Investment Advisors, Inc | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Evolution Advisers, Inc. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| LRI Investments, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |