NEOGENOMICS INC - NEO
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 20,868,362 | 304,469 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First Light Asset Management, LLC | History | No change | 12,279,523 | 179,158 | 10.89% | 10.89% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 10,113,261 | 147,552 | 0.09% | 0.09% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Greenhouse Funds LLLP | History | No change | 8,690,010 | 126,787 | 6.48% | 6.48% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 8,061,362 | 117,615 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 5,763,017 | 84,082 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 5,363,784 | 78,257 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 5,037,787 | 73,501 | 0.11% | 0.11% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRAIDWELL LP | History | No change | 4,918,202 | 71,756 | 2.65% | 2.65% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 4,342,883 | 61,886 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 3,579,575 | 52,225 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 3,428,123 | 50,025 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 3,079,542 | 44,930 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | No change | 3,000,002 | 43,770 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 2,808,316 | 40,973 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 2,537,717 | 37,025 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 2,508,845 | 36,604 | 0.21% | 0.21% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,436,329 | 35,546 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 2,399,411 | 35,003 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 2,391,784 | 34,896 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | No change | 2,237,707 | 32,648 | 1.46% | 1.46% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 2,194,758 | 32,021 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAMLYN CAPITAL, LLC | History | No change | 2,131,337 | 31,096 | 0.51% | 0.51% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 2,129,421 | 31,068 | 0.24% | 0.24% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aberdeen Group plc | History | No change | 1,931,525 | 28,180 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MORGAN STANLEY | History | No change | 1,898,128 | 27,693 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,566,760 | 22,859 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,539,181 | 22,456 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,517,586 | 22,141 | 0.1% | 0.1% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 1,216,358 | 17,747 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,212,407 | 17,689 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 1,086,396 | 15,850 | 0.19% | 0.19% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 869,475 | 12,685 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 832,715 | 12,149 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 802,597 | 11,709 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 736,368 | 10,743 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | No change | 668,178 | 9,748 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 629,826 | 9,189 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HighMark Wealth Management LLC | History | No change | 612,534 | 8,936 | 2.99% | 2.99% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 600,038 | 8,754 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 581,091 | 8,363 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 537,487 | 7,841 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 447,330 | 6,526 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 435,783 | 6,358 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 423,050 | 6,172 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 357,728 | 5,219 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Granite Investment Partners, LLC | History | No change | 355,141 | 5,181 | 0.27% | 0.27% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 317,057 | 4,625 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 316,935 | 4,624 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SG Americas Securities, LLC | History | No change | 307,721 | 4,490 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legal & General Group Plc | History | No change | 295,922 | 4,317 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management LP | History | No change | 285,919 | 4,171 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 272,413 | 3,974 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 264,592 | 3,860 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 260,500 | 3,800 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | No change | 258,400 | 3,770 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 252,235 | 3,680 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bullseye Asset Management LLC | History | No change | 238,443 | 3,479 | 1.77% | 1.77% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 236,839 | 3,455 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 234,150 | 3,416 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 223,846 | 3,266 | 0.22% | 0.22% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Squarepoint Ops LLC | History | No change | 222,036 | 3,239 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 214,449 | 3,128 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 207,275 | 3,024 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 191,496 | 2,794 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 172,040 | 2,510 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 157,480 | 2,298 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 148,539 | 2,167 | 0.51% | 0.51% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 145,254 | 2,119 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 141,611 | 2,066 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 138,305 | 2,017 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 136,200 | 1,987 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEELHEAD PARTNERS LLC | History | No change | 129,200 | 1,885 | 0.13% | 0.13% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 122,540 | 1,787 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 115,488 | 1,684 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PERKINS CAPITAL MANAGEMENT INC | History | No change | 110,040 | 1,605 | 1.21% | 1.21% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GABELLI FUNDS LLC | History | No change | 109,500 | 1,597 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | No change | 107,700 | 1,571 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 106,500 | 1,553 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| IEQ CAPITAL, LLC | History | No change | 104,476 | 1,524 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Verition Fund Management LLC | History | No change | 101,235 | 1,477 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 100,000 | 1,459 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 96,885 | 1,413 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 96,318 | 1,404 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 96,186 | 1,403 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | No change | 86,132 | 1,256 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 85,506 | 1,248 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | No change | 83,462 | 1,217 | 0.87% | 0.87% | 88 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 160,340 | 1,189 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 76,785 | 1,120 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 76,587 | 1,117 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 72,653 | 1,060 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 71,242 | 1,039 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 66,283 | 967 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 66,077 | 964 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 65,965 | 962 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 65,889 | 961 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 65,300 | 952 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 64,795 | 945 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 63,915 | 932 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WINTON GROUP Ltd | History | No change | 63,379 | 924 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantbot Technologies LP | History | No change | 63,231 | 922 | 0.04% | 0.04% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | No change | 60,940 | 889 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 60,615 | 884 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 60,110 | 876 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 58,975 | 860 | 0.07% | 0.07% | 106 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| COMMERCE BANK | History | No change | 58,063 | 847 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Louisiana State Employees Retirement System | History | No change | 57,100 | 833 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cerity Partners LLC | History | No change | 56,533 | 824 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 53,880 | 786 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Teton Advisors, LLC | History | No change | 53,100 | 774 | 0.45% | 0.45% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 50,793 | 741 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 49,710 | 724 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IMC-Chicago, LLC | History | No change | 48,900 | 713 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Inspire Investing, LLC | History | No change | 47,107 | 687 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARD ASSOCIATES INC | History | No change | 46,865 | 683 | 0.15% | 0.15% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 46,861 | 683 | 0.55% | 0.55% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 46,710 | 681 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 46,228 | 674 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 45,196 | 659 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 43,554 | 635 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| F/m Investments LLC | History | No change | 43,554 | 635 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARCLAYS PLC | History | No change | 43,480 | 634 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 40,266 | 587 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 39,788 | 580 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 40,942 | 577 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 39,455 | 575 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 39,091 | 570 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Silverberg Bernstein Capital Management LLC | History | No change | 38,980 | 568 | 0.22% | 0.22% | 129 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 36,370 | 530 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Amundi | History | No change | 36,162 | 527 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arizona State Retirement System | History | No change | 35,819 | 522 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | No change | 35,307 | 515 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 35,263 | 514 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AMALGAMATED BANK | History | No change | 35,007 | 511 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Massar Capital Management, LP | History | No change | 33,438 | 487 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 33,291 | 485 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 33,108 | 483 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 33,012 | 481 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 32,622 | 475 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 32,376 | 472 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Round Rock Advisors LLC | History | No change | 31,457 | 458 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 30,878 | 450 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 29,577 | 431 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 27,500 | 401 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 27,149 | 396 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 27,052 | 394 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 26,110 | 380 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quadrature Capital Ltd | History | No change | 26,051 | 380 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Holocene Advisors, LP | History | No change | 24,990 | 364 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 24,338 | 355 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 24,000 | 350 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 23,869 | 348 | 0.08% | 0.08% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 23,600 | 344 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 23,000 | 335 | 0.1% | 0.1% | 155 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Corient Private Wealth LP | History | No change | 22,747 | 331 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Pictet Asset Management Holding SA | History | No change | 21,923 | 319 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 21,682 | 316 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 21,121 | 308 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 20,361 | 297 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 20,280 | 295 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Wyoming | History | No change | 19,811 | 289 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 19,541 | 284 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 19,500 | 284 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | No change | 18,759 | 273 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Maryland State Retirement & Pension System | History | No change | 18,751 | 273 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sanctuary Advisors, LLC | History | No change | 18,408 | 268 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 18,208 | 265 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 16,960 | 247 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Man Group plc | History | No change | 16,968 | 247 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 16,486 | 240 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 16,244 | 237 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | No change | 16,267 | 237 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 15,750 | 229 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 15,315 | 223 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 15,182 | 221 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 14,913 | 217 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 13,121 | 185 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | No change | 12,623 | 184 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 12,400 | 180 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 11,947 | 174 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 11,975 | 174 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLSTATE CORP | History | No change | 11,649 | 169 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 11,615 | 169 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | No change | 11,325 | 165 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jefferies Financial Group Inc. | History | No change | 11,100 | 161 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AE Wealth Management LLC | History | No change | 11,057 | 161 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gambit Capital Management, LLC | History | No change | 11,039 | 161 | 0.09% | 0.09% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 10,962 | 159 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 10,393 | 151 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Soleus Capital Management, L.P. | History | No change | 10,000 | 145 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 9,312 | 135 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 8,990 | 131 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 8,568 | 125 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 8,402 | 122 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KBC Group NV | History | No change | 6,557 | 96 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Holos Integrated Wealth LLC | History | No change | 6,500 | 94 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GROUP ONE TRADING LLC | History | No change | 5,000 | 72 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 4,132 | 60 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,122 | 45 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,822 | 41 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2,697 | 39 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 2,650 | 38 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sterling Capital Management LLC | History | No change | 2,455 | 35 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,429 | 35 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,225 | 32 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Versant Capital Management, Inc | History | No change | 1,708 | 31 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| GAMMA Investing LLC | History | No change | 2,138 | 31 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 2,000 | 29 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nykredit A/S | History | No change | 1,904 | 27 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,406 | 21 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,469 | 21 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,507 | 21 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,353 | 19 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,370 | 19 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1,344 | 19 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Essential Partners LLC | History | No change | 1,119 | 16 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,066 | 15 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Salomon & Ludwin, LLC | History | No change | 904 | 13 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Optiver Holding B.V. | History | No change | 762 | 11 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 784 | 11 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIRST HORIZON CORP | History | No change | 737 | 10 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 690 | 10 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 733 | 10 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | No change | 587 | 8 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 583 | 8 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Miller Global Investments, LLC | History | No change | 457 | 8 | 0.01% | 0.0% | 227 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 502 | 7 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | No change | 486 | 7 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 480 | 7 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 500 | 7 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 345 | 5 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 400 | 5 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 239 | 4 | 0.0% | 0.0% | 234 | -99 | -29.29% | Q3 2026 | Oct 05, 2026 |
| Private Wealth Management Group, LLC | History | No change | 329 | 4 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIXIS | History | No change | 150 | 2 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grove Bank & Trust | History | No change | 200 | 2 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sachetta, LLC | History | No change | 190 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 80 | 1 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 120 | 1 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 95 | 1 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fulcrum Asset Management LLP | History | No change | 128 | 1 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Parkside Financial Bank & Trust | History | No change | 126 | 1 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| SIGNATUREFD, LLC | History | No change | 102 | 1 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 112 | 1 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Covestor Ltd | History | No change | 51 | 1 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | No change | 98 | 1 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Aspect Partners, LLC | History | No change | 77 | 1 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Arlington Trust Co LLC | History | No change | 108 | 1 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 74 | 1 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,821 | -100.0% | Q3 2026 | Oct 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beutel, Goodman & Co Ltd. | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Larson Financial Group LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Banque Cantonale Vaudoise | History | No change | 17,257 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Davis Capital Management | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Spire Wealth Management | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bell Investment Advisors, Inc | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Evolution Advisers, Inc. | History | No change | 9 | 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 |
| Abound Wealth Management | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Fortitude Family Office, LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROGCO, LP | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ankerstar Wealth, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Markowski Investments | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |