NOMURA HOLDINGS INC - NMR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 13,163,419 | 115,574 | 0.03% | 0.04% | 1 | +71,799 | 0.55% | Q2 2026 | Aug 04, 2026 |
| DONALD SMITH & CO., INC. | History | Reduced | 12,211,249 | 107,214 | 1.9% | 1.87% | 2 | -958,244 | -7.28% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Added to | 10,810,627 | 94,917 | 0.01% | 0.01% | 3 | +233,172 | 2.2% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Added to | 6,636,486 | 58,268 | 0.0% | 0.0% | 4 | +1,214,820 | 22.41% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 5,664,585 | 49,735 | 0.0% | 0.01% | 5 | +116,977 | 2.11% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 3,539,254 | 31,074 | 0.0% | 0.0% | 6 | -1,090,455 | -23.55% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 3,230,633 | 28,364 | 0.03% | 0.03% | 7 | +683,425 | 26.83% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,181,726 | 27,935 | 0.01% | 0.01% | 8 | +31,141 | 0.99% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,586,149 | 22,706 | 0.0% | 0.0% | 9 | -7,975 | -0.31% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,949,037 | 17,112 | 0.02% | 0.03% | 10 | -363,200 | -15.71% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,787,455 | 15,693 | 0.01% | 0.01% | 11 | +429,832 | 31.66% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,264,108 | 11,098 | 0.0% | 0.0% | 12 | +403,415 | 46.87% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,142,731 | 10,033 | 0.0% | 0.0% | 13 | +619,115 | 118.24% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,112,770 | 9,770 | 0.0% | 0.0% | 14 | +391,826 | 54.35% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Reduced | 1,042,353 | 9,151 | 0.11% | 0.14% | 15 | -80,764 | -7.19% | Q2 2026 | Jul 29, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 945,860 | 8,304 | 0.0% | 0.0% | 16 | +102,134 | 12.11% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 827,999 | 7,269 | 0.0% | 0.0% | 17 | +129,294 | 18.5% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | Reduced | 664,768 | 5,836 | 0.03% | 0.04% | 18 | -67,798 | -9.25% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 658,603 | 5,782 | 0.0% | 0.0% | 19 | -334,132 | -33.66% | Q2 2026 | Aug 14, 2026 |
| Gradient Investments LLC | History | Added to | 638,711 | 5,607 | 0.08% | 0.07% | 20 | +43,849 | 7.37% | Q2 2026 | Jul 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 637,097 | 5,587 | 0.0% | 0.0% | 21 | +176,167 | 38.22% | Q2 2026 | Aug 12, 2026 |
| Carrera Capital Advisors | History | Added to | 592,904 | 5,205 | 0.77% | 0.7% | 22 | +17,345 | 3.01% | Q2 2026 | Aug 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 555,917 | 4,880 | 0.02% | 0.01% | 23 | +299,430 | 116.74% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Added to | 461,801 | 4,054 | 0.0% | 0.0% | 24 | +76,632 | 19.9% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 383,806 | 3,369 | 0.0% | 0.0% | 25 | +57,567 | 17.65% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 374,709 | 3,289 | 0.03% | 0.03% | 26 | +23,252 | 6.62% | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 344,267 | 3,022 | 0.0% | 0.0% | 27 | +25,830 | 8.11% | Q2 2026 | Aug 06, 2026 |
| MARSHALL WACE, LLP | History | New | 332,986 | 2,923 | 0.0% | — | 28 | +332,986 | New | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | Added to | 319,803 | 2,807 | 0.0% | 0.0% | 29 | +2,207 | 0.69% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | Reduced | 302,931 | 2,659 | 0.02% | 0.02% | 30 | -4,337 | -1.41% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 291,304 | 2,557 | 0.0% | 0.0% | 31 | +54,426 | 22.98% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 288,438 | 2,532 | 0.07% | 0.07% | 32 | -4,316 | -1.47% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 273,588 | 2,402 | 0.0% | 0.0% | 33 | -63,718 | -18.89% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 271,395 | 2,382 | 0.0% | 0.0% | 34 | +261,395 | 2613.95% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 257,035 | 2,256 | 0.0% | 0.0% | 35 | +4,299 | 1.7% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 253,790 | 2,228 | 0.01% | 0.01% | 36 | +12,076 | 5.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 239,148 | 2,099 | 0.0% | 0.0% | 37 | +55,275 | 30.06% | Q2 2026 | Jul 30, 2026 |
| UBS Group AG | History | Added to | 223,606 | 1,963 | 0.0% | 0.0% | 38 | +77,266 | 52.8% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | New | 222,678 | 1,955 | 0.03% | — | 39 | +222,678 | New | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 216,081 | 1,897 | 0.0% | 0.0% | 40 | +3,555 | 1.67% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 206,447 | 1,812 | 0.0% | 0.0% | 41 | +72,158 | 53.73% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 191,619 | 1,682 | 0.03% | 0.03% | 42 | +18,542 | 10.71% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | Added to | 184,875 | 1,623 | 0.06% | 0.01% | 43 | +124,797 | 207.72% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 176,939 | 1,553 | 0.02% | 0.02% | 44 | -102 | -0.06% | Q2 2026 | Jul 16, 2026 |
| Callan Family Office, LLC | History | Added to | 173,593 | 1,524 | 0.03% | 0.03% | 45 | +7,017 | 4.21% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 172,275 | 1,512 | 0.01% | 0.0% | 46 | +43,914 | 34.21% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 165,680 | 1,454 | 0.0% | 0.0% | 47 | -53,501 | -24.41% | Q2 2026 | Aug 19, 2026 |
| Vise Technologies, Inc. | History | Added to | 153,947 | 1,351 | 0.02% | 0.01% | 48 | +106,974 | 227.74% | Q2 2026 | Aug 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 139,680 | 1,226 | 0.02% | 0.01% | 49 | +58,067 | 71.15% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | Added to | 137,127 | 1,203 | 0.0% | 0.0% | 50 | +2,197 | 1.63% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Added to | 136,771 | 1,200 | 0.0% | 0.0% | 51 | +20,583 | 17.72% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 130,195 | 1,143 | 0.02% | 0.01% | 52 | +7,938 | 6.49% | Q2 2026 | Jul 23, 2026 |
| Nuveen, LLC | History | New | 125,423 | 1,101 | 0.0% | — | 53 | +125,423 | New | Q2 2026 | Aug 11, 2026 |
| Brooklyn Investment Group | History | No change | 138,212 | 1,090 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 121,198 | 1,064 | 0.0% | 0.0% | 55 | +3,177 | 2.69% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | Added to | 114,118 | 1,001 | 0.0% | 0.0% | 56 | +10,088 | 9.7% | Q2 2026 | Aug 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 113,433 | 995 | 0.0% | 0.0% | 57 | -107,298 | -48.61% | Q2 2026 | Sep 02, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 109,995 | 965 | 0.03% | 0.01% | 58 | +53,554 | 94.88% | Q2 2026 | Jul 08, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Reduced | 108,370 | 951 | 0.16% | 0.17% | 59 | -382 | -0.35% | Q2 2026 | Aug 12, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 106,655 | 936 | 0.05% | 0.04% | 60 | +13,502 | 14.49% | Q2 2026 | Jul 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 103,248 | 906 | 0.0% | 0.0% | 61 | +27,367 | 36.07% | Q2 2026 | Sep 23, 2026 |
| Graham Capital Management, L.P. | History | Added to | 101,682 | 892 | 0.02% | 0.0% | 62 | +86,454 | 567.73% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 95,266 | 836 | 0.0% | — | 64 | +95,266 | New | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | Added to | 99,877 | 836 | 0.0% | 0.0% | 63 | +44,389 | 80.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 95,178 | 835 | 0.0% | 0.0% | 65 | +95,042 | 69883.82% | Q2 2026 | Aug 13, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 93,798 | 823 | 0.01% | 0.0% | 66 | +55,288 | 143.57% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 93,591 | 821 | 0.0% | 0.0% | 67 | +2,366 | 2.59% | Q2 2026 | Aug 11, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 88,146 | 773 | 0.18% | 0.18% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 87,004 | 763 | 0.0% | 0.0% | 69 | +21,133 | 32.08% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 86,887 | 762 | 0.0% | 0.0% | 70 | +2,100 | 2.48% | Q2 2026 | Aug 14, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 86,688 | 761 | 0.03% | 0.03% | 71 | +5,278 | 6.48% | Q2 2026 | Jul 20, 2026 |
| BSW Wealth Partners | History | Reduced | 84,749 | 744 | 0.08% | 0.09% | 72 | -9,725 | -10.29% | Q2 2026 | Jul 15, 2026 |
| Quantbot Technologies LP | History | Added to | 84,458 | 741 | 0.03% | 0.01% | 73 | +49,190 | 139.47% | Q2 2026 | Aug 12, 2026 |
| Ellevest, Inc. | History | Reduced | 81,348 | 714 | 0.08% | 0.1% | 74 | -14,154 | -14.82% | Q2 2026 | Aug 10, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 75,981 | 667 | 0.01% | 0.01% | 75 | +3,910 | 5.43% | Q2 2026 | Sep 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 75,228 | 660 | 0.01% | 0.0% | 76 | +15,900 | 26.8% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | Added to | 75,104 | 659 | 0.01% | 0.01% | 77 | +3,786 | 5.31% | Q2 2026 | Jul 17, 2026 |
| SYON CAPITAL LLC | History | Reduced | 73,044 | 641 | 0.03% | 0.03% | 78 | -1,623 | -2.17% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | Added to | 70,724 | 620 | 0.01% | 0.01% | 79 | +4,274 | 6.43% | Q2 2026 | Jul 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 68,092 | 618 | 0.0% | 0.0% | 80 | +5,685 | 9.11% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 68,922 | 605 | 0.0% | 0.01% | 81 | -97,951 | -58.7% | Q2 2026 | Jul 17, 2026 |
| M&T BANK CORP | History | Added to | 68,576 | 602 | 0.0% | 0.0% | 82 | +25,564 | 59.43% | Q2 2026 | Aug 04, 2026 |
| Versant Capital Management, Inc | History | Added to | 67,258 | 590 | 0.05% | 0.05% | 83 | +4,376 | 6.96% | Q2 2026 | Jul 02, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 63,043 | 553 | 0.01% | 0.01% | 84 | -45,598 | -41.97% | Q2 2026 | Aug 13, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Reduced | 61,305 | 538 | 0.02% | 0.02% | 85 | -1,825 | -2.89% | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | Added to | 60,523 | 531 | 0.0% | 0.0% | 86 | +1,316 | 2.22% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 59,275 | 520 | 0.0% | 0.0% | 87 | +40,774 | 220.39% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 58,145 | 510 | 0.0% | 0.0% | 88 | -5,524 | -8.68% | Q2 2026 | Aug 05, 2026 |
| Neuberger Berman Group LLC | History | Added to | 58,048 | 509 | 0.0% | 0.0% | 89 | +13,898 | 31.48% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 57,831 | 508 | 0.01% | 0.01% | 90 | -8,622 | -12.97% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 56,029 | 491 | 0.0% | 0.0% | 91 | +51,066 | 1028.93% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | Added to | 55,696 | 489 | 0.01% | 0.01% | 92 | +1,387 | 2.55% | Q2 2026 | Aug 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 54,894 | 481 | 0.0% | 0.0% | 93 | +19,426 | 54.77% | Q2 2026 | Jul 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 54,041 | 474 | 0.0% | 0.0% | 94 | +1,305 | 2.47% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 53,653 | 471 | 0.0% | 0.0% | 95 | +7,399 | 16.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 52,308 | 459 | 0.0% | 0.0% | 96 | +8,106 | 18.34% | Q2 2026 | Aug 13, 2026 |
| Qtron Investments LLC | History | Added to | 51,942 | 456 | 0.06% | 0.03% | 98 | +22,706 | 77.66% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 51,959 | 456 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Added to | 51,518 | 452 | 0.0% | 0.0% | 99 | +20,321 | 65.14% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 50,782 | 445 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Wyoming | History | Added to | 50,610 | 444 | 0.04% | 0.02% | 101 | +33,313 | 192.59% | Q2 2026 | Aug 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 49,851 | 437 | 0.0% | — | 103 | +49,851 | New | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 49,825 | 437 | 0.01% | 0.01% | 102 | +3,150 | 6.75% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 48,052 | 421 | 0.0% | 0.0% | 104 | +14,024 | 41.21% | Q2 2026 | Aug 13, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 47,725 | 419 | 0.24% | 0.2% | 105 | -19,578 | -29.09% | Q2 2026 | Jul 16, 2026 |
| Optas, LLC | History | Added to | 46,978 | 412 | 0.06% | 0.05% | 106 | +939 | 2.04% | Q2 2026 | Jul 21, 2026 |
| Compound Planning, Inc. | History | Added to | 46,084 | 404 | 0.01% | 0.01% | 107 | +5,079 | 12.39% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 43,701 | 383 | 0.0% | 0.0% | 108 | +12,024 | 37.96% | Q2 2026 | Aug 12, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 43,050 | 377 | 0.04% | 0.05% | 109 | -31,055 | -41.91% | Q2 2026 | Jul 22, 2026 |
| DMC Group, LLC | History | Reduced | 42,638 | 374 | 0.26% | 0.26% | 110 | -7,112 | -14.3% | Q2 2026 | Jul 28, 2026 |
| Entropy Technologies, LP | History | New | 41,273 | 362 | 0.01% | — | 111 | +41,273 | New | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | New | 41,102 | 360 | 0.01% | — | 112 | +41,102 | New | Q2 2026 | Aug 07, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 40,950 | 359 | 0.0% | 0.0% | 113 | +3,300 | 8.76% | Q2 2026 | Aug 13, 2026 |
| PDS Planning, Inc | History | Reduced | 40,652 | 356 | 0.02% | 0.02% | 114 | -3,148 | -7.19% | Q2 2026 | Aug 05, 2026 |
| Independent Advisor Alliance | History | Added to | 40,360 | 354 | 0.01% | 0.0% | 115 | +17,559 | 77.01% | Q2 2026 | Aug 12, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 40,309 | 353 | 0.04% | 0.04% | 116 | +15,974 | 65.64% | Q2 2026 | Jul 23, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 39,193 | 344 | 0.01% | 0.01% | 117 | +1,833 | 4.91% | Q2 2026 | Aug 11, 2026 |
| Mattson Financial Services, LLC | History | Added to | 34,886 | 341 | 0.07% | 0.06% | 118 | +1,136 | 3.37% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 34,956 | 337 | 0.0% | 0.0% | 119 | +15,300 | 77.84% | Q2 2026 | Jul 15, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 38,196 | 335 | 0.0% | 0.0% | 120 | +8,050 | 26.7% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 33,235 | 291 | 0.0% | 0.0% | 121 | +8,906 | 36.61% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 32,364 | 284 | 0.0% | 0.0% | 122 | +861 | 2.73% | Q2 2026 | Aug 13, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Reduced | 32,125 | 282 | 0.01% | 0.02% | 123 | -7,375 | -18.67% | Q2 2026 | Jul 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 31,988 | 281 | 0.0% | 0.0% | 124 | +17,463 | 120.23% | Q2 2026 | Aug 14, 2026 |
| Brown Financial Advisors | History | Added to | 31,930 | 280 | 0.1% | 0.09% | 125 | +229 | 0.72% | Q2 2026 | Aug 26, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 31,162 | 273 | 0.01% | 0.01% | 126 | +1,230 | 4.11% | Q2 2026 | Aug 14, 2026 |
| South Dakota Investment Council | History | Reduced | 30,600 | 269 | 0.0% | 0.0% | 127 | -2,500 | -7.55% | Q2 2026 | Aug 11, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 27,874 | 267 | 0.01% | 0.01% | 128 | +2,557 | 10.1% | Q2 2026 | Aug 05, 2026 |
| Summit Global Investments | History | Reduced | 29,712 | 261 | 0.01% | 0.04% | 130 | -59,278 | -66.61% | Q2 2026 | Aug 03, 2026 |
| Baron Wealth Management LLC | History | Added to | 29,766 | 261 | 0.07% | 0.04% | 131 | +13,064 | 78.22% | Q2 2026 | Jul 07, 2026 |
| Parallel Advisors, LLC | History | Reduced | 29,827 | 261 | 0.0% | 0.0% | 129 | -213 | -0.71% | Q2 2026 | Aug 05, 2026 |
| Bleakley Financial Group, LLC | History | New | 29,381 | 257 | 0.0% | — | 132 | +29,381 | New | Q2 2026 | Aug 05, 2026 |
| HB Wealth Management, LLC | History | Added to | 29,083 | 255 | 0.0% | 0.0% | 133 | +2,289 | 8.54% | Q2 2026 | Jul 29, 2026 |
| GAMMA Investing LLC | History | Added to | 28,972 | 254 | 0.01% | 0.01% | 134 | +2,167 | 8.08% | Q2 2026 | Jul 07, 2026 |
| ABC ARBITRAGE SA | History | New | 28,747 | 252 | 0.03% | — | 135 | +28,747 | New | Q2 2026 | Jul 20, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 27,301 | 239 | 0.0% | 0.0% | 136 | +7,968 | 41.21% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 27,297 | 239 | 0.02% | 0.02% | 137 | +223 | 0.82% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Added to | 25,421 | 223 | 0.0% | 0.0% | 138 | +6,065 | 31.33% | Q2 2026 | Aug 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 24,331 | 213 | 0.01% | 0.01% | 139 | -11,272 | -31.66% | Q2 2026 | Jul 24, 2026 |
| Diversify Advisory Services, LLC | History | New | 21,654 | 211 | 0.0% | — | 141 | +21,654 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 21,654 | 211 | 0.0% | 0.0% | 140 | +3,298 | 17.97% | Q2 2026 | Jul 29, 2026 |
| Invesco Ltd. | History | Added to | 23,191 | 203 | 0.0% | 0.0% | 142 | +7,188 | 44.92% | Q2 2026 | Aug 14, 2026 |
| 55 North Private Wealth, LLC | History | New | 22,823 | 200 | 0.04% | — | 143 | +22,823 | New | Q2 2026 | Jul 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 22,723 | 199 | 0.0% | 0.0% | 144 | +1,211 | 5.63% | Q2 2026 | Aug 07, 2026 |
| HUB Investment Partners, LLC | History | Added to | 22,477 | 197 | 0.0% | 0.0% | 146 | +6,650 | 42.02% | Q2 2026 | Jul 31, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 22,452 | 197 | 0.0% | 0.0% | 145 | +3,086 | 15.94% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 22,290 | 195 | 0.0% | 0.0% | 147 | +1,653 | 8.01% | Q2 2026 | Aug 14, 2026 |
| Keebeck Wealth Management | History | Added to | 21,839 | 191 | 0.02% | 0.01% | 148 | +8,920 | 69.05% | Q2 2026 | Aug 11, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 21,676 | 190 | 0.01% | 0.01% | 149 | +4,921 | 29.37% | Q2 2026 | Jul 29, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 21,439 | 188 | 0.01% | 0.01% | 152 | +6,005 | 38.91% | Q2 2026 | Aug 12, 2026 |
| Abel Hall, LLC | History | Added to | 21,433 | 188 | 0.03% | 0.04% | 151 | +308 | 1.46% | Q2 2026 | Jul 24, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 21,421 | 188 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 21,125 | 185 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 21,000 | 184 | 0.02% | 0.02% | 154 | +219 | 1.05% | Q2 2026 | Jul 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 20,900 | 183 | 0.0% | 0.0% | 155 | +2,400 | 12.97% | Q2 2026 | Jul 24, 2026 |
| GREENLEAF TRUST | History | No change | 20,415 | 179 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| First Affirmative Financial Network | History | No change | 22,394 | 176 | 0.07% | 0.07% | 157 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 19,675 | 172 | 0.02% | 0.01% | 158 | +9,900 | 101.28% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | New | 19,533 | 171 | 0.0% | — | 160 | +19,533 | New | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 19,499 | 171 | 0.0% | 0.0% | 159 | +8,532 | 77.8% | Q2 2026 | Jul 20, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 19,336 | 169 | 0.04% | 0.17% | 162 | -55,837 | -74.28% | Q2 2026 | Aug 13, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 19,318 | 169 | 0.03% | 0.03% | 161 | +2,548 | 15.19% | Q2 2026 | Jul 21, 2026 |
| Journey Advisory Group, LLC | History | New | 19,088 | 167 | 0.01% | — | 163 | +19,088 | New | Q2 2026 | Aug 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 18,782 | 164 | 0.0% | 0.0% | 164 | +1,097 | 6.2% | Q2 2026 | Jul 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 18,751 | 164 | 0.03% | 0.03% | 165 | +369 | 2.01% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | Added to | 18,367 | 161 | 0.0% | 0.0% | 166 | +18,210 | 11598.73% | Q2 2026 | Aug 12, 2026 |
| SYM FINANCIAL Corp | History | Added to | 18,193 | 159 | 0.01% | 0.01% | 167 | +2,157 | 13.45% | Q2 2026 | Aug 04, 2026 |
| Canopy Partners, LLC | History | Reduced | 18,155 | 159 | 0.05% | 0.05% | 168 | -1,089 | -5.66% | Q2 2026 | Jul 22, 2026 |
| Trust Point Inc. | History | Added to | 17,495 | 153 | 0.01% | 0.01% | 169 | +1,140 | 6.97% | Q2 2026 | Jul 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 17,182 | 150 | 0.0% | 0.0% | 170 | -1,515 | -8.1% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 16,931 | 148 | 0.0% | 0.0% | 171 | +4,241 | 33.42% | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | No change | 18,381 | 145 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 16,478 | 144 | 0.0% | 0.0% | 173 | -1,590 | -8.8% | Q2 2026 | Aug 06, 2026 |
| Greenspring Advisors, LLC | History | Added to | 16,412 | 144 | 0.01% | 0.01% | 174 | +691 | 4.4% | Q2 2026 | Aug 11, 2026 |
| Successful Portfolios LLC | History | No change | 15,000 | 143 | 0.07% | 0.06% | 175 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | New | 15,762 | 138 | 0.0% | — | 176 | +15,762 | New | Q2 2026 | Jul 30, 2026 |
| ALGEBRIS (UK) LTD | History | New | 15,762 | 137 | 0.01% | — | 177 | +15,762 | New | Q2 2026 | Aug 11, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 15,088 | 132 | 0.0% | 0.0% | 178 | +736 | 5.13% | Q2 2026 | Jul 08, 2026 |
| MAI Capital Management | History | Added to | 15,012 | 131 | 0.0% | 0.0% | 179 | +13,404 | 833.58% | Q2 2026 | Aug 14, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 15,002 | 131 | 0.0% | 0.0% | 180 | +3,128 | 26.34% | Q2 2026 | Aug 03, 2026 |
| Frec Markets, Inc. | History | Reduced | 14,970 | 131 | 0.01% | 0.02% | 181 | -646 | -4.14% | Q2 2026 | Aug 13, 2026 |
| Paladin Wealth, LLC | History | Added to | 14,873 | 130 | 0.08% | 0.07% | 183 | +2,244 | 17.77% | Q2 2026 | Jul 09, 2026 |
| BRIGHTON JONES LLC | History | Added to | 14,889 | 130 | 0.0% | 0.0% | 182 | +936 | 6.71% | Q2 2026 | Aug 11, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 14,791 | 129 | 0.03% | 0.03% | 185 | +2,760 | 22.94% | Q2 2026 | Jul 23, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 14,722 | 129 | 0.01% | 0.01% | 184 | +888 | 6.42% | Q2 2026 | Jul 09, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 14,155 | 125 | 0.0% | 0.0% | 186 | -279 | -1.93% | Q2 2026 | Aug 14, 2026 |
| NewSquare Capital LLC | History | Added to | 13,878 | 121 | 0.01% | 0.01% | 187 | +185 | 1.35% | Q2 2026 | Jul 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 15,234 | 120 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Blue Trust, Inc. | History | Reduced | 13,590 | 119 | 0.0% | 0.0% | 189 | -320 | -2.3% | Q2 2026 | Jul 21, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | New | 13,511 | 118 | 0.01% | — | 191 | +13,511 | New | Q2 2026 | Aug 06, 2026 |
| Five Oceans Advisors | History | No change | 13,507 | 118 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 13,350 | 117 | 0.0% | — | 193 | +13,350 | New | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 13,343 | 117 | 0.01% | 0.01% | 192 | +3,044 | 29.56% | Q2 2026 | Jul 27, 2026 |
| Engineers Gate Manager LP | History | New | 13,247 | 116 | 0.0% | — | 194 | +13,247 | New | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | New | 13,183 | 115 | 0.0% | — | 195 | +13,183 | New | Q2 2026 | Aug 03, 2026 |
| Vanguard Capital Wealth Advisors | History | New | 12,920 | 113 | 0.08% | — | 196 | +12,920 | New | Q2 2026 | Jul 23, 2026 |
| Sepio Capital, LP | History | Added to | 12,852 | 112 | 0.01% | 0.01% | 197 | +1,039 | 8.8% | Q2 2026 | Jul 28, 2026 |
| West Family Investments, Inc. | History | Reduced | 12,538 | 110 | 0.03% | 0.05% | 198 | -4,496 | -26.39% | Q2 2026 | Aug 10, 2026 |
| Cromwell Holdings LLC | History | No change | 12,467 | 109 | 0.05% | 0.06% | 199 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 12,343 | 108 | 0.0% | — | 201 | +12,343 | New | Q2 2026 | Jul 27, 2026 |
| Syverson Strege & Co | History | Reduced | 12,337 | 108 | 0.02% | 0.02% | 200 | -408 | -3.2% | Q2 2026 | Aug 06, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 12,226 | 107 | 0.0% | — | 202 | +12,226 | New | Q2 2026 | Jul 28, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 12,134 | 106 | 0.03% | 0.03% | 203 | +1,798 | 17.4% | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 12,027 | 105 | 0.0% | 0.0% | 204 | +913 | 8.21% | Q2 2026 | Jul 27, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 11,975 | 105 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 11,930 | 104 | 0.0% | 0.0% | 206 | +8,988 | 305.51% | Q2 2026 | Aug 11, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 11,849 | 104 | 0.01% | 0.01% | 207 | +72 | 0.61% | Q2 2026 | Aug 12, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 11,827 | 103 | 0.01% | — | 209 | +11,827 | New | Q2 2026 | Jul 27, 2026 |
| Clearstead Advisors, LLC | History | New | 11,739 | 103 | 0.0% | — | 208 | +11,739 | New | Q2 2026 | Aug 06, 2026 |
| Brio Consultants, LLC | History | Reduced | 11,656 | 102 | 0.01% | 0.01% | 210 | -375 | -3.12% | Q2 2026 | Aug 12, 2026 |
| Diversified Trust Co | History | Added to | 11,594 | 101 | 0.0% | 0.0% | 211 | +181 | 1.59% | Q2 2026 | Jul 17, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 11,268 | 98 | 0.0% | 0.0% | 212 | -373 | -3.2% | Q2 2026 | Aug 04, 2026 |
| GeoWealth Management, LLC | History | Reduced | 11,081 | 97 | 0.0% | 0.0% | 213 | -1,030 | -8.5% | Q2 2026 | Jul 30, 2026 |
| New Republic Capital, LLC | History | Added to | 11,130 | 97 | 0.02% | 0.03% | 214 | +234 | 2.15% | Q2 2026 | Jul 31, 2026 |
| Centiva Capital, LP | History | New | 10,624 | 93 | 0.0% | — | 215 | +10,624 | New | Q2 2026 | Aug 13, 2026 |
| Foster Group, Inc. | History | New | 10,071 | 88 | 0.0% | — | 216 | +10,071 | New | Q2 2026 | Jul 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 9,165 | 80 | 0.0% | 0.0% | 217 | +4,160 | 83.12% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,526 | 74 | 0.0% | 0.0% | 218 | -764 | -8.22% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | Added to | 7,864 | 69 | 0.0% | 0.0% | 219 | +3,601 | 84.47% | Q2 2026 | Aug 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 7,381 | 64 | 0.0% | 0.0% | 220 | +838 | 12.81% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | Added to | 5,746 | 50 | 0.0% | 0.0% | 221 | +663 | 13.04% | Q2 2026 | Aug 14, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 5,257 | 46 | 0.01% | 0.01% | 222 | +128 | 2.5% | Q2 2026 | Jul 20, 2026 |
| BESSEMER GROUP INC | History | No change | 5,183 | 45 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 4,870 | 42 | 0.03% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| True Wealth Design, LLC | History | Added to | 4,075 | 35 | 0.01% | 0.01% | 225 | +804 | 24.58% | Q2 2026 | Jul 16, 2026 |
| Global Retirement Partners, LLC | History | New | 3,575 | 31 | 0.0% | — | 228 | +3,575 | New | Q2 2026 | Aug 06, 2026 |
| EASTERN BANK | History | New | 3,532 | 31 | 0.0% | — | 227 | +3,532 | New | Q2 2026 | Jul 01, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 3,592 | 31 | 0.0% | 0.0% | 226 | +1,597 | 80.05% | Q2 2026 | Jul 23, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,777 | 24 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cape Investment Advisory, Inc. | History | New | 2,430 | 21 | 0.01% | — | 230 | +2,430 | New | Q2 2026 | Jul 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,303 | 20 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 2,273 | 20 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,941 | 17 | 0.0% | 0.0% | 233 | +89 | 4.81% | Q2 2026 | Aug 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 1,739 | 15 | 0.0% | — | 234 | +1,739 | New | Q2 2026 | Jul 07, 2026 |
| BARCLAYS PLC | History | New | 1,622 | 14 | 0.0% | — | 235 | +1,622 | New | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1,560 | 13 | 0.01% | — | 239 | +1,560 | New | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | Added to | 1,501 | 13 | 0.0% | 0.0% | 238 | +522 | 53.32% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1,411 | 13 | 0.0% | 0.0% | 237 | -94 | -6.25% | Q2 2026 | Jul 29, 2026 |
| Clean Yield Group | History | No change | 1,559 | 13 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UMB Bank, n.a. | History | No change | 1,452 | 12 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,183 | 10 | 0.0% | 0.0% | 241 | +324 | 37.72% | Q2 2026 | Sep 04, 2026 |
| Elequin Capital, LP | History | Added to | 1,181 | 10 | 0.0% | 0.0% | 242 | +316 | 36.53% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 1,109 | 9 | 0.01% | 0.0% | 245 | +539 | 94.56% | Q2 2026 | Aug 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,137 | 9 | 0.0% | 0.0% | 244 | -317 | -21.8% | Q2 2026 | Aug 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 1,068 | 9 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 920 | 8 | 0.0% | 0.0% | 247 | +604 | 191.14% | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 919 | 8 | 0.0% | 0.0% | 246 | -110 | -10.69% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 884 | 7 | 0.0% | 0.0% | 249 | +444 | 100.91% | Q2 2026 | Jul 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 899 | 7 | 0.0% | 0.0% | 248 | +226 | 33.58% | Q2 2026 | Aug 10, 2026 |
| GW&K Investment Management, LLC | History | Added to | 689 | 6 | 0.0% | 0.0% | 250 | +3 | 0.44% | Q2 2026 | Aug 12, 2026 |
| Ares Financial Consulting, LLC | History | No change | 766 | 6 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SHP Wealth Management | History | Added to | 611 | 5 | 0.0% | 0.0% | 252 | +6 | 0.99% | Q2 2026 | Aug 11, 2026 |
| WealthCollab, LLC | History | No change | 677 | 5 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Manchester Capital Management LLC | History | Reduced | 530 | 4 | 0.0% | 0.0% | 254 | -1,548 | -74.49% | Q2 2026 | Aug 13, 2026 |
| Downshift Financial, LLC | History | New | 519 | 4 | 0.0% | — | 257 | +519 | New | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 559 | 4 | 0.0% | 0.0% | 255 | -145 | -20.6% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | Added to | 524 | 4 | 0.0% | 0.0% | 256 | +33 | 6.72% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 452 | 3 | 0.0% | — | 267 | +452 | New | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 363 | 3 | 0.0% | — | 265 | +363 | New | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | New | 361 | 3 | 0.0% | — | 266 | +361 | New | Q2 2026 | Aug 07, 2026 |
| Allied Private Wealth LLC | History | New | 348 | 3 | 0.0% | — | 268 | +348 | New | Q2 2026 | Jul 09, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 387 | 3 | 0.0% | 0.0% | 260 | +223 | 135.98% | Q2 2026 | Aug 14, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 347 | 3 | 0.0% | 0.0% | 264 | +84 | 31.94% | Q2 2026 | Aug 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 392 | 3 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| North Star Investment Management Corp. | History | No change | 363 | 3 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 347 | 3 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bell Investment Advisors, Inc | History | No change | 422 | 3 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPL Wealth Management, LLC | History | No change | 384 | 3 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 329 | 2 | 0.0% | — | 278 | +329 | New | Q2 2026 | Aug 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 312 | 2 | 0.0% | — | 276 | +312 | New | Q2 2026 | Aug 07, 2026 |
| Horizon Investments, LLC | History | Reduced | 255 | 2 | 0.0% | 0.0% | 269 | -307 | -54.63% | Q2 2026 | Aug 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 281 | 2 | 0.0% | — | 277 | +281 | New | Q2 2026 | Aug 06, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 284 | 2 | 0.0% | — | 270 | +208 | 273.68% | Q2 2026 | Aug 11, 2026 |
| Bare Financial Services, Inc | History | Added to | 297 | 2 | 0.0% | 0.0% | 273 | +62 | 26.38% | Q2 2026 | Jul 27, 2026 |
| American Capital Advisory, LLC | History | Reduced | 321 | 2 | 0.0% | 0.0% | 274 | -30 | -8.55% | Q2 2026 | Jul 28, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 250 | 2 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arlington Trust Co LLC | History | No change | 270 | 2 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 319 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 146 | 1 | 0.0% | — | 283 | +146 | New | Q2 2026 | Aug 06, 2026 |
| Glen Eagle Advisors, LLC | History | New | 119 | 1 | 0.0% | — | 284 | +119 | New | Q2 2026 | Aug 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 211 | 1 | 0.0% | 0.0% | 280 | -8 | -3.65% | Q2 2026 | Jul 30, 2026 |
| JNBA Financial Advisors | History | No change | 177 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CVA Family Office, LLC | History | No change | 135 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Burk Holdings LLC | History | No change | 155 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -495,744 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -247,872 | -100.0% | Q2 2026 | Jul 29, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -190,679 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,306 | -100.0% | Q2 2026 | Jul 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,000 | -100.0% | Q2 2026 | Jul 16, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -21,416 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,800 | -100.0% | Q2 2026 | Aug 07, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,454 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,245 | -100.0% | Q2 2026 | Aug 18, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,272 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,030 | -100.0% | Q2 2026 | Aug 03, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,374 | -100.0% | Q2 2026 | Aug 10, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.02% | — | -11,354 | -100.0% | Q2 2026 | Aug 04, 2026 |
| CERTUITY, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,795 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,160 | -100.0% | Q2 2026 | Aug 14, 2026 |
| V-Square Quantitative Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,118 | -100.0% | Q2 2026 | Jul 27, 2026 |