NELNET INC - NNI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,851,041 | 227,827 | 0.04% | 0.04% | 1 | -1,232 | -0.07% | Q3 2026 | Nov 04, 2026 |
| MAGNOLIA GROUP, LLC | History | No change | 1,269,723 | 169,292 | 35.54% | 35.54% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 1,162,288 | 154,967 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 1,172,478 | 144,308 | 3.47% | 3.81% | 4 | -6,873 | -0.58% | Q3 2026 | Oct 22, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 695,621 | 92,747 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 584,970 | 77,994 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 420,692 | 56,090 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 389,595 | 51,954 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 365,440 | 48,724 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 248,493 | 33,131 | 0.89% | 0.89% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QVT Financial LP | History | No change | 231,414 | 30,854 | 1.81% | 1.81% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empyrean Capital Partners, LP | History | No change | 231,000 | 30,799 | 1.02% | 1.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GENERAL AMERICAN INVESTORS CO INC | History | No change | 230,998 | 28,431 | 1.66% | 1.82% | 13 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| NORTHERN TRUST CORP | History | No change | 189,609 | 25,280 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 167,793 | 22,371 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 152,759 | 20,402 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 107,656 | 13,250 | 0.73% | 0.78% | 17 | -933 | -0.86% | Q3 2026 | Oct 21, 2026 |
| MORGAN STANLEY | History | No change | 94,412 | 12,587 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 91,686 | 12,224 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 88,973 | 11,862 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sycale Advisors (NY) LLC | History | No change | 83,053 | 11,073 | 3.4% | 3.4% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 78,707 | 10,494 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 74,729 | 9,963 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | No change | 72,614 | 9,681 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 70,127 | 9,350 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 68,715 | 9,161 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 63,196 | 8,425 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 60,786 | 8,104 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | History | Reduced | 64,841 | 7,980 | 2.22% | 2.44% | 29 | -1,206 | -1.83% | Q3 2026 | Oct 22, 2026 |
| Guardian Wealth Management, Inc. | History | Reduced | 53,067 | 6,531 | 3.32% | 3.5% | 30 | -366 | -0.68% | Q3 2026 | Oct 30, 2026 |
| Bandera Partners LLC | History | No change | 47,159 | 6,081 | 2.14% | 2.14% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 44,482 | 5,930 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crawford Fund Management, LLC | History | No change | 44,455 | 5,927 | 0.91% | 0.91% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DENALI ADVISORS LLC | History | No change | 39,800 | 5,306 | 0.53% | 0.53% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 39,462 | 5,261 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Edgestream Partners, L.P. | History | No change | 38,472 | 5,129 | 0.15% | 0.15% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 36,081 | 4,810 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 35,789 | 4,771 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 35,785 | 4,771 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 35,200 | 4,693 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 32,203 | 4,293 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 28,040 | 3,738 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 28,000 | 3,733 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 28,000 | 3,733 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 27,044 | 3,605 | 0.23% | 0.23% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 26,898 | 3,586 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 25,999 | 3,466 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Invesco Ltd. | History | No change | 24,957 | 3,327 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 23,582 | 3,144 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 24,826 | 3,055 | 0.02% | 0.02% | 50 | +265 | 1.08% | Q3 2026 | Oct 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 19,926 | 2,656 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 19,652 | 2,620 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 19,937 | 2,571 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 20,841 | 2,565 | 0.04% | 0.05% | 54 | +5 | 0.02% | Q3 2026 | Nov 03, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 19,220 | 2,562 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 17,698 | 2,360 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 16,821 | 2,242 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 16,751 | 2,233 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 17,203 | 2,117 | 0.19% | 0.2% | 59 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 15,639 | 2,085 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 15,414 | 2,055 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 14,923 | 1,989 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 14,709 | 1,961 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 14,560 | 1,941 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 14,033 | 1,870 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 13,998 | 1,862 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Added to | 15,000 | 1,846 | 0.37% | 0.8% | 67 | +1,000 | 7.14% | Q3 2026 | Oct 28, 2026 |
| ALLSTATE CORP | History | No change | 13,821 | 1,842 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 13,282 | 1,770 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Creative Planning | History | Added to | 14,356 | 1,766 | 0.0% | 0.0% | 70 | +1,442 | 11.17% | Q3 2026 | Nov 02, 2026 |
| Legal & General Group Plc | History | No change | 13,192 | 1,758 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 13,857 | 1,705 | 0.18% | 0.19% | 72 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| XTX Topco Ltd | History | No change | 12,383 | 1,651 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 11,728 | 1,563 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 11,555 | 1,540 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 11,109 | 1,481 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 10,657 | 1,420 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 10,217 | 1,257 | 0.02% | 0.02% | 78 | +1,356 | 15.3% | Q3 2026 | Oct 13, 2026 |
| BOKF, NA | History | No change | 10,000 | 1,230 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 9,041 | 1,205 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 8,874 | 1,183 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Fieldview Capital Management, LLC | History | No change | 8,877 | 1,183 | 0.34% | 0.34% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 8,711 | 1,161 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 7,538 | 1,005 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 7,934 | 999 | 0.02% | 0.03% | 85 | +299 | 3.92% | Q3 2026 | Oct 09, 2026 |
| JANE STREET GROUP, LLC | History | No change | 7,089 | 945 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,751 | 900 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Engineers Gate Manager LP | History | No change | 6,648 | 886 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 6,433 | 857 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jupiter Topco LLC | History | No change | 6,007 | 801 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 5,429 | 723 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Corient Private Wealth LP | History | No change | 5,155 | 687 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,131 | 684 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 5,093 | 679 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 5,429 | 668 | 0.0% | 0.0% | 95 | -9,438 | -63.48% | Q3 2026 | Nov 04, 2026 |
| Inspire Investing, LLC | History | Added to | 5,144 | 633 | 0.03% | 0.03% | 96 | +59 | 1.16% | Q3 2026 | Oct 22, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 4,681 | 624 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Proficio Capital Partners LLC | History | No change | 4,552 | 606 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,411 | 588 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | Reduced | 4,350 | 535 | 0.03% | 0.04% | 100 | -254 | -5.52% | Q3 2026 | Oct 09, 2026 |
| RMR Capital Management, LLC | History | No change | 4,223 | 519 | 0.36% | 0.39% | 101 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 3,891 | 518 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 3,474 | 463 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Reduced | 3,743 | 460 | 0.0% | 0.0% | 104 | -108 | -2.8% | Q3 2026 | Nov 03, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 3,230 | 430 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,147 | 419 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 3,134 | 417 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,077 | 411 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,000 | 399 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | No change | 2,955 | 393 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blueshift Asset Management, LLC | History | No change | 2,894 | 385 | 0.09% | 0.09% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,817 | 375 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INCEPTIONR LLC | History | No change | 2,805 | 373 | 0.09% | 0.09% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 2,765 | 368 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 2,750 | 366 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,670 | 355 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 2,661 | 354 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 2,616 | 348 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | No change | 2,587 | 344 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 2,524 | 336 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Virtu Financial LLC | History | No change | 2,375 | 317 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 2,322 | 309 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 2,245 | 299 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,289 | 296 | 0.0% | 0.0% | 124 | +702 | 7.32% | Q3 2026 | Oct 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,216 | 295 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| SG Americas Securities, LLC | History | No change | 2,100 | 280 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 2,100 | 279 | 0.11% | 0.11% | 127 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 2,027 | 270 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 2,102 | 258 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Brevan Howard Capital Management LP | History | No change | 1,830 | 243 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 1,830 | 240 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ProShare Advisors LLC | History | Reduced | 1,878 | 231 | 0.0% | 0.0% | 132 | -80 | -4.09% | Q3 2026 | Oct 28, 2026 |
| Axxion S.A. | History | Added to | 1,852 | 227 | 0.01% | 0.02% | 133 | +201 | 12.17% | Q3 2026 | Oct 22, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 1,700 | 226 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 1,676 | 223 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ballentine Partners, LLC | History | No change | 1,578 | 210 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | No change | 1,358 | 181 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,357 | 180 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,338 | 178 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HURRICANE CAPITAL ADVISORS LLC | History | No change | 1,271 | 169 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Nov 03, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 1,272 | 156 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Ancora Advisors LLC | History | No change | 1,034 | 137 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestcor Inc | History | No change | 987 | 132 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 960 | 118 | 0.0% | 0.0% | 144 | +777 | 424.59% | Q3 2026 | Oct 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 847 | 112 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KBC Group NV | History | No change | 747 | 92 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 646 | 79 | 0.01% | 0.01% | 147 | +55 | 9.31% | Q3 2026 | Oct 01, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 633 | 77 | 0.0% | 0.0% | 148 | +36 | 6.03% | Q3 2026 | Oct 20, 2026 |
| US BANCORP \DE\ | History | No change | 448 | 59 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 413 | 51 | 0.0% | 0.0% | 150 | -11 | -2.59% | Q3 2026 | Oct 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 353 | 47 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NFSG Corp | History | No change | 375 | 46 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| GAMMA Investing LLC | History | Added to | 340 | 41 | 0.0% | 0.0% | 153 | +26 | 8.28% | Q3 2026 | Oct 08, 2026 |
| Blue Trust, Inc. | History | Reduced | 327 | 40 | 0.0% | 0.0% | 154 | -2,103 | -86.54% | Q3 2026 | Oct 15, 2026 |
| MASECO LLP | History | No change | 302 | 37 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Sterling Capital Management LLC | History | Reduced | 293 | 36 | 0.0% | 0.01% | 156 | -2,088 | -87.69% | Q3 2026 | Oct 22, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 248 | 33 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 250 | 30 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Arax Advisory Partners | History | No change | 218 | 29 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 227 | 27 | 0.0% | 0.0% | 160 | +5 | 2.25% | Q3 2026 | Nov 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 205 | 27 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | No change | 204 | 27 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 190 | 25 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Covestor Ltd | History | Added to | 174 | 21 | 0.01% | 0.0% | 165 | +169 | 3380.0% | Q3 2026 | Oct 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 172 | 21 | 0.0% | 0.0% | 164 | -10 | -5.49% | Q3 2026 | Nov 03, 2026 |
| Root Financial Partners, LLC | History | New | 163 | 20 | 0.0% | — | 166 | +163 | New | Q3 2026 | Oct 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 143 | 19 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 139 | 18 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 107 | 13 | 0.0% | 0.0% | 169 | +40 | 59.7% | Q3 2026 | Oct 08, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 99 | 12 | 0.0% | 0.0% | 171 | +38 | 62.3% | Q3 2026 | Oct 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 94 | 12 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 78 | 10 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 73 | 9 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 68 | 8 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 49 | 6 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 51 | 6 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 52 | 6 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 42 | 5 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | No change | 44 | 5 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Torren Management, LLC | History | No change | 43 | 5 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 36 | 4 | 0.0% | — | 182 | +36 | New | Q3 2026 | Oct 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 33 | 4 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 27 | 3 | 0.0% | 0.0% | 183 | -67 | -71.28% | Q3 2026 | Oct 16, 2026 |
| Larson Financial Group LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valued Wealth Advisors LLC | History | No change | 26 | 3 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dogwood Wealth Management LLC | History | No change | 24 | 3 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 18 | 2 | 0.0% | — | 196 | +18 | New | Q3 2026 | Oct 28, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 21 | 2 | 0.0% | 0.0% | 191 | +10 | 90.91% | Q3 2026 | Oct 27, 2026 |
| Essential Partners LLC | History | Reduced | 20 | 2 | 0.0% | 0.0% | 195 | -10 | -33.33% | Q3 2026 | Oct 14, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 24 | 2 | 0.0% | 0.0% | 190 | -1 | -4.0% | Q3 2026 | Oct 14, 2026 |
| Manchester Capital Management LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Parkside Financial Bank & Trust | History | No change | 19 | 2 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| SBI Securities Co., Ltd. | History | No change | 20 | 2 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Private Wealth Management Group, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 21 | 2 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 19 | 2 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marquette Asset Management, LLC | History | New | 11 | 1 | 0.0% | — | 201 | +11 | New | Q3 2026 | Oct 09, 2026 |
| True Wealth Design, LLC | History | Added to | 16 | 1 | 0.0% | 0.0% | 199 | +6 | 60.0% | Q3 2026 | Oct 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 12 | 1 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| HFM Investment Advisors, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| State of Alaska, Department of Revenue | History | Closed out | 0 | 0 | — | 0.0% | — | -1,113 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2026 | Oct 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2026 | Oct 05, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 27, 2026 |
| Bare Financial Services, Inc | History | Reduced | 4 | 0 | — | 0.0% | — | -4 | -50.0% | Q3 2026 | Nov 04, 2026 |
| GK Wealth Management LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 09, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q3 2026 | Nov 03, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q3 2026 | Oct 30, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q3 2026 | Oct 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| LRI Investments, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |