NOVARTIS AG - NVS
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 | No change | 15,523,378 | 2,432,824 | 0.72% | 0.72% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | No change | 8,726,827 | 1,367,668 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 8,117,586 | 1,272,238 | 0.23% | 0.23% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | No change | 6,592,124 | 1,033,117 | 0.61% | 0.61% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 5,239,309 | 821,104 | 1.03% | 1.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,909,938 | 769,485 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,251,281 | 509,540 | 0.11% | 0.11% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 3,047,988 | 477,680 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,980,168 | 467,051 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,792,745 | 437,678 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LMR Partners LLP | History | No change | 2,587,426 | 405,501 | 1.51% | 1.51% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 2,386,527 | 374,016 | 0.42% | 0.42% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,330,979 | 365,307 | 0.09% | 0.09% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,264,447 | 356,854 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 2,221,362 | 348,130 | 0.14% | 0.14% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GQG Partners LLC | History | No change | 2,151,131 | 337,128 | 0.63% | 0.63% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 2,057,404 | 322,436 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cullen Capital Management, LLC | History | No change | 2,033,040 | 318,618 | 3.13% | 3.13% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,974,043 | 306,813 | 0.12% | 0.12% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 1,904,349 | 300,106 | 0.54% | 0.54% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,828,817 | 286,612 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,801,337 | 282,305 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 1,565,796 | 245,391 | 0.12% | 0.12% | 23 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,222,482 | 191,587 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,184,422 | 185,622 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 1,073,400 | 168,223 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Holocene Advisors, LP | History | No change | 1,037,332 | 162,570 | 0.37% | 0.37% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,034,308 | 162,096 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 1,033,709 | 162,002 | 0.42% | 0.42% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 1,002,335 | 157,086 | 0.45% | 0.45% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 968,701 | 151,814 | 0.18% | 0.18% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EARNEST PARTNERS LLC | History | No change | 886,634 | 138,953 | 0.5% | 0.5% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 829,307 | 129,968 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 800,629 | 125,474 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 788,033 | 123,500 | 0.17% | 0.17% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DODGE & COX | History | No change | 759,373 | 119,008 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 740,532 | 116,056 | 0.22% | 0.22% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 707,061 | 110,810 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 666,272 | 104,418 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 638,682 | 100,095 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 633,523 | 99,285 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 591,566 | 92,707 | 0.08% | 0.08% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 579,486 | 90,817 | 0.91% | 0.91% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARDING LOEVNER LP | History | No change | 578,234 | 90,471 | 0.85% | 0.85% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRISTOL JOHN W & CO INC /NY/ | History | No change | 557,777 | 87,414 | 1.29% | 1.29% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 546,659 | 85,672 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 524,073 | 82,140 | 0.1% | 0.1% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 508,398 | 79,690 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harvest Portfolios Group Inc. | History | No change | 457,045 | 71,628 | 1.01% | 1.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 442,978 | 69,423 | 0.12% | 0.12% | 50 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Corient Private Wealth LP | History | No change | 437,208 | 68,519 | 0.09% | 0.09% | 51 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CITIGROUP INC | History | No change | 418,626 | 65,607 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TCTC Holdings, LLC | History | No change | 393,932 | 61,737 | 1.62% | 1.62% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 386,332 | 60,546 | 0.07% | 0.07% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 384,386 | 60,241 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 379,597 | 59,490 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | History | No change | 363,000 | 56,889 | 0.26% | 0.26% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AGF MANAGEMENT LTD | History | No change | 360,354 | 56,474 | 0.22% | 0.22% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 353,224 | 55,357 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 335,528 | 52,583 | 0.24% | 0.24% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caption Management, LLC | History | No change | 335,000 | 52,501 | 0.24% | 0.24% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 334,595 | 52,437 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 332,600 | 52,125 | 0.19% | 0.19% | 63 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 330,309 | 51,767 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 330,061 | 51,727 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 328,948 | 51,552 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Point72 Asset Management, L.P. | History | No change | 318,557 | 49,924 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TODD ASSET MANAGEMENT LLC | History | No change | 317,429 | 49,748 | 0.88% | 0.88% | 68 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SATURNA CAPITAL CORP | History | No change | 311,392 | 48,799 | 0.6% | 0.6% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHARF INVESTMENTS, LLC | History | No change | 310,818 | 48,713 | 1.61% | 1.61% | 70 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 293,443 | 45,988 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COOKSON PEIRCE & CO INC | History | No change | 283,840 | 44,483 | 1.47% | 1.47% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 281,210 | 44,071 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 267,821 | 41,972 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 262,178 | 41,090 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 255,770 | 40,084 | 0.08% | 0.08% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 245,957 | 38,546 | 0.09% | 0.09% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 245,557 | 38,483 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 241,904 | 37,911 | 0.07% | 0.07% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quadrature Capital Ltd | History | No change | 240,579 | 37,703 | 0.32% | 0.32% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Midwest Trust Co | History | No change | 239,181 | 37,484 | 0.42% | 0.42% | 81 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | No change | 235,657 | 36,932 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 234,315 | 36,721 | 0.69% | 0.69% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Promethos Capital, LLC | History | No change | 233,303 | 36,563 | 9.94% | 9.94% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 231,391 | 36,264 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TriCert Investment Counsel Inc. | History | No change | 226,301 | 35,465 | 3.3% | 3.3% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 222,881 | 34,929 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 217,234 | 34,044 | 0.35% | 0.35% | 88 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | No change | 206,722 | 32,397 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 201,250 | 31,539 | 0.21% | 0.21% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integral Health Asset Management, LLC | History | No change | 200,000 | 31,344 | 1.24% | 1.24% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 197,593 | 30,970 | 0.22% | 0.22% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 195,986 | 30,714 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BROWN ADVISORY INC | History | No change | 186,086 | 29,163 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 185,906 | 29,135 | 0.09% | 0.09% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| M&T BANK CORP | History | No change | 183,359 | 28,736 | 0.08% | 0.08% | 96 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 183,246 | 28,718 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GODSEY & GIBB, INC | History | No change | 183,015 | 28,682 | 2.35% | 2.35% | 98 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Parkwood LLC | History | No change | 182,462 | 28,595 | 2.05% | 2.05% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 173,384 | 27,172 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 172,539 | 27,051 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 171,940 | 26,946 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 185,430 | 26,436 | 0.32% | 0.35% | 103 | +3,170 | 1.74% | Q3 2026 | Oct 05, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | No change | 165,519 | 25,940 | 2.96% | 2.96% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 164,478 | 25,776 | 0.21% | 0.21% | 105 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 163,017 | 25,548 | 0.14% | 0.14% | 106 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 161,839 | 25,362 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Martin Investment Management, LLC | History | No change | 157,179 | 24,633 | 8.22% | 8.22% | 108 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | No change | 155,362 | 24,348 | 1.36% | 1.36% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 153,797 | 24,103 | 0.07% | 0.07% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Foresight Global Investors, Inc. | History | No change | 153,693 | 24,086 | 14.6% | 14.6% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 153,436 | 24,046 | 1.26% | 1.26% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Wealth Planning, LLC | History | No change | 151,974 | 23,817 | 0.12% | 0.12% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIADEMA PARTNERS LP | History | No change | 150,000 | 23,508 | 2.97% | 2.97% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiera Capital Corp | History | No change | 149,665 | 23,455 | 0.09% | 0.09% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 148,691 | 23,302 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Savant Capital, LLC | History | No change | 150,968 | 23,202 | 0.07% | 0.07% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | No change | 147,424 | 23,087 | 0.09% | 0.09% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 147,054 | 23,046 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 136,197 | 21,344 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 150,656 | 21,201 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GROUP ONE TRADING LLC | History | No change | 134,700 | 21,110 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INGALLS & SNYDER LLC | History | No change | 134,587 | 21,092 | 0.58% | 0.58% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProVise Management Group, LLC | History | No change | 134,100 | 21,016 | 1.41% | 1.41% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Coleford Investment Management Ltd. | History | No change | 133,970 | 20,995 | 4.58% | 4.58% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 126,866 | 19,882 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 126,054 | 19,755 | 0.16% | 0.16% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 125,266 | 19,631 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 124,459 | 19,505 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 123,971 | 19,428 | 0.86% | 0.86% | 130 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 123,788 | 19,400 | 0.03% | 0.03% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 132,255 | 18,855 | 0.25% | 0.3% | 132 | -7,897 | -5.63% | Q3 2026 | Oct 09, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 116,598 | 18,273 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | No change | 114,209 | 17,911 | 0.28% | 0.28% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILKINS INVESTMENT COUNSEL INC | History | No change | 111,067 | 17,406 | 2.35% | 2.35% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ethic Inc. | History | No change | 108,784 | 17,048 | 0.21% | 0.21% | 136 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Callan Family Office, LLC | History | No change | 107,922 | 16,913 | 0.33% | 0.33% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 105,819 | 16,583 | 0.25% | 0.25% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 104,932 | 16,444 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 104,792 | 16,422 | 0.06% | 0.06% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 102,927 | 16,130 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | No change | 99,224 | 15,550 | 2.94% | 2.94% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NOMURA HOLDINGS INC | History | No change | 94,009 | 14,733 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Assets Investment Management, LLC | History | No change | 93,610 | 14,670 | 0.89% | 0.89% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | No change | 92,390 | 14,479 | 0.06% | 0.06% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidal Investments LLC | History | No change | 91,944 | 14,409 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Common Asset Management, LLC | History | No change | 91,740 | 14,377 | 0.85% | 0.85% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 91,400 | 14,324 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 89,770 | 14,068 | 0.08% | 0.08% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 89,587 | 14,040 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 89,153 | 13,972 | 0.06% | 0.06% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLENVIEW CAPITAL MANAGEMENT, LLC | History | No change | 86,909 | 13,620 | 0.25% | 0.25% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 86,061 | 13,487 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 86,457 | 13,322 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 84,234 | 13,201 | 0.06% | 0.06% | 155 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Bahl & Gaynor LLC | History | No change | 83,396 | 13,069 | 0.06% | 0.06% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 83,188 | 13,037 | 0.16% | 0.16% | 157 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 82,971 | 13,003 | 2.19% | 2.19% | 158 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | No change | 82,396 | 12,913 | 0.61% | 0.61% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 81,258 | 12,734 | 0.12% | 0.12% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eldred Rock Partners, LLC | History | No change | 80,627 | 12,635 | 2.72% | 2.72% | 161 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| INVESTMENT HOUSE LLC | History | No change | 80,147 | 12,560 | 0.57% | 0.57% | 162 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 79,360 | 12,437 | 0.16% | 0.16% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 80,613 | 12,425 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 76,213 | 11,944 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GABELLI FUNDS LLC | History | No change | 75,500 | 11,832 | 0.08% | 0.08% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cohen Capital Management, Inc. | History | No change | 74,849 | 11,730 | 1.59% | 1.59% | 167 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 73,973 | 11,657 | 0.15% | 0.15% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 74,291 | 11,642 | 1.63% | 1.63% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 73,900 | 11,581 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 73,584 | 11,532 | 0.43% | 0.43% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Altrius Capital Management Inc | History | No change | 72,584 | 11,375 | 2.16% | 2.16% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Live Oak Private Wealth LLC | History | No change | 72,426 | 11,350 | 1.42% | 1.42% | 173 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 71,723 | 11,240 | 0.05% | 0.05% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 71,724 | 11,240 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Reynders McVeigh Capital Management, LLC | History | No change | 71,575 | 11,217 | 0.5% | 0.5% | 176 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Tweedy, Browne Co LLC | History | No change | 71,125 | 11,146 | 0.84% | 0.84% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 71,102 | 11,143 | 0.28% | 0.28% | 178 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CAMDEN NATIONAL BANK | History | No change | 70,745 | 11,087 | 1.44% | 1.44% | 179 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mengis Capital Management, Inc. | History | No change | 70,348 | 11,024 | 1.68% | 1.68% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TOWER BRIDGE ADVISORS | History | No change | 69,416 | 10,878 | 0.98% | 0.98% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 68,779 | 10,779 | 0.15% | 0.15% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 68,487 | 10,733 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 67,193 | 10,530 | 0.2% | 0.2% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SALT Holding Corp. | History | No change | 66,844 | 10,475 | 5.55% | 5.55% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | No change | 66,500 | 10,421 | 0.34% | 0.34% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 66,091 | 10,358 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 64,977 | 10,182 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | No change | 64,224 | 10,065 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | No change | 63,414 | 9,938 | 2.25% | 2.25% | 190 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PEAK6 LLC | History | No change | 62,900 | 9,857 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 62,887 | 9,855 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 61,000 | 9,559 | 0.26% | 0.26% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 60,245 | 9,441 | 0.09% | 0.09% | 194 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 60,118 | 9,421 | 0.3% | 0.3% | 195 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 59,271 | 9,289 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 59,156 | 9,270 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 58,960 | 9,240 | 0.07% | 0.07% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELCH & FORBES LLC | History | No change | 57,984 | 9,087 | 0.11% | 0.11% | 199 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advisors Capital Management, LLC | History | No change | 57,958 | 9,083 | 0.1% | 0.1% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FEDERATED HERMES, INC. | History | No change | 56,351 | 8,831 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 55,762 | 8,739 | 0.1% | 0.1% | 202 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | No change | 55,534 | 8,703 | 1.05% | 1.05% | 203 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Russell Investments Group, Ltd. | History | No change | 55,033 | 8,624 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 54,336 | 8,515 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Boston Partners | History | No change | 53,689 | 8,390 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 52,824 | 8,278 | 0.56% | 0.56% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Narwhal Capital Management | History | No change | 52,702 | 8,259 | 0.57% | 0.57% | 208 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STATE STREET CORP | History | No change | 50,661 | 8,013 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| 1832 Asset Management L.P. | History | No change | 51,084 | 8,005 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 51,066 | 8,003 | 0.11% | 0.11% | 211 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 50,794 | 7,960 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 50,700 | 7,945 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 50,139 | 7,857 | 1.98% | 1.98% | 214 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 50,123 | 7,855 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | No change | 50,000 | 7,832 | 1.02% | 1.02% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archford Capital Strategies, LLC | History | No change | 49,908 | 7,821 | 0.79% | 0.79% | 217 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cardinal Capital Management | History | No change | 49,670 | 7,784 | 0.94% | 0.94% | 218 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 49,500 | 7,757 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 49,133 | 7,700 | 1.05% | 1.05% | 220 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 49,020 | 7,682 | 0.27% | 0.27% | 221 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| China Universal Asset Management Co., Ltd. | History | No change | 49,000 | 7,679 | 0.46% | 0.46% | 222 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 48,400 | 7,585 | 0.3% | 0.3% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 48,030 | 7,527 | 1.22% | 1.22% | 224 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Naviter Wealth, LLC | History | No change | 47,793 | 7,490 | 0.68% | 0.68% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 47,580 | 7,456 | 0.14% | 0.14% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 47,531 | 7,449 | 2.04% | 2.04% | 227 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY TRUST CO | History | No change | 47,417 | 7,431 | 0.08% | 0.08% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 46,466 | 7,282 | 0.27% | 0.27% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 45,908 | 7,194 | 0.13% | 0.13% | 230 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 45,066 | 7,062 | 0.07% | 0.07% | 231 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bleakley Financial Group, LLC | History | No change | 44,930 | 7,041 | 0.09% | 0.09% | 232 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triasima Portfolio Management inc. | History | No change | 44,755 | 7,014 | 0.95% | 0.95% | 233 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 44,418 | 6,961 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Monte Financial Group, LLC | History | No change | 44,535 | 6,954 | 2.23% | 2.23% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | No change | 44,366 | 6,953 | 0.08% | 0.08% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | No change | 44,240 | 6,933 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 43,915 | 6,882 | 0.04% | 0.04% | 238 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 43,852 | 6,872 | 0.17% | 0.17% | 239 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WCG Wealth Advisors LLC | History | No change | 43,776 | 6,860 | 0.16% | 0.16% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rathbones Group PLC | History | No change | 43,692 | 6,847 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| World Investment Advisors | History | No change | 44,423 | 6,802 | 0.11% | 0.11% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 43,358 | 6,795 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 43,150 | 6,762 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 42,672 | 6,687 | 0.05% | 0.05% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 41,842 | 6,557 | 0.11% | 0.11% | 246 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DAVENPORT & Co LLC | History | No change | 40,542 | 6,353 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| HAMEL ASSOCIATES, INC. | History | No change | 40,423 | 6,335 | 1.75% | 1.75% | 248 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Henry James International Management Inc. | History | No change | 40,427 | 6,335 | 1.9% | 1.9% | 249 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Advisory Services Network, LLC | History | No change | 39,996 | 6,268 | 0.07% | 0.07% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Argent Trust Co | History | No change | 39,948 | 6,260 | 0.18% | 0.18% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Pacific Financial | History | No change | 39,871 | 6,248 | 0.74% | 0.74% | 252 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arkadios Wealth Advisors | History | No change | 39,601 | 6,206 | 0.09% | 0.09% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caprock Group, LLC | History | No change | 39,351 | 6,167 | 0.12% | 0.12% | 254 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 39,278 | 6,155 | 0.54% | 0.54% | 255 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHOREO, LLC | History | No change | 39,193 | 6,142 | 0.07% | 0.07% | 256 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 38,971 | 6,107 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 38,779 | 6,070 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | No change | 38,592 | 6,048 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Squarepoint Ops LLC | History | No change | 38,476 | 6,029 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hayek Kallen Investment Management | History | No change | 37,538 | 5,883 | 1.78% | 1.78% | 261 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 41,229 | 5,878 | 0.04% | 0.05% | 262 | +3,889 | 10.42% | Q3 2026 | Oct 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 37,227 | 5,834 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Lido Advisors, LLC | History | No change | 36,804 | 5,768 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Entropy Technologies, LP | History | No change | 36,558 | 5,729 | 0.23% | 0.23% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 36,502 | 5,720 | 0.14% | 0.14% | 266 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Spire Wealth Management | History | No change | 35,965 | 5,633 | 0.17% | 0.17% | 267 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RHUMBLINE ADVISERS | History | No change | 35,943 | 5,632 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Timber Creek Capital Management LLC | History | No change | 35,388 | 5,546 | 1.13% | 1.13% | 269 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 35,052 | 5,495 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quartz Partners, LLC | History | No change | 34,861 | 5,463 | 1.79% | 1.79% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 34,804 | 5,454 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gradient Investments LLC | History | Added to | 37,780 | 5,386 | 0.08% | 0.08% | 273 | +486 | 1.3% | Q3 2026 | Oct 08, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 35,208 | 5,378 | 0.29% | 0.29% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 34,195 | 5,359 | 0.04% | 0.04% | 275 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Greenfield Seitz Capital Management, LLC | History | No change | 33,624 | 5,269 | 1.57% | 1.57% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Auto-Owners Insurance Co | History | No change | 33,570 | 5,261 | 0.12% | 0.12% | 277 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Providence Capital Advisors, LLC | History | No change | 32,898 | 5,155 | 0.78% | 0.78% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthTrust Axiom LLC | History | No change | 32,676 | 5,121 | 1.14% | 1.14% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chesley Taft & Associates LLC | History | No change | 32,410 | 5,079 | 0.2% | 0.2% | 280 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Arax Advisory Partners | History | No change | 32,315 | 5,064 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Abundance Wealth Counselors | History | No change | 32,213 | 5,048 | 0.33% | 0.33% | 282 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 32,186 | 5,044 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMERCE BANK | History | No change | 31,461 | 4,930 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Americana Partners, LLC | History | No change | 31,396 | 4,920 | 0.11% | 0.11% | 285 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Euro Pacific Asset Management, LLC | History | No change | 41,457 | 4,888 | 0.56% | 0.56% | 286 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 31,082 | 4,871 | 0.06% | 0.06% | 287 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Compound Planning, Inc. | History | No change | 30,759 | 4,820 | 0.13% | 0.13% | 288 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | No change | 30,427 | 4,768 | 0.42% | 0.42% | 289 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | No change | 30,125 | 4,721 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 29,903 | 4,686 | 0.28% | 0.28% | 291 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 29,560 | 4,632 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ballentine Partners, LLC | History | No change | 29,508 | 4,624 | 0.06% | 0.06% | 293 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Choate Investment Advisors | History | No change | 29,237 | 4,582 | 0.08% | 0.08% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CWA Asset Management Group, LLC | History | No change | 29,083 | 4,557 | 0.14% | 0.14% | 295 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PRENTISS SMITH & CO INC | History | No change | 29,004 | 4,545 | 2.49% | 2.49% | 296 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arjuna Capital | History | No change | 28,989 | 4,543 | 1.02% | 1.02% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 28,965 | 4,539 | 0.24% | 0.24% | 298 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Advisor Group, LLC | History | No change | 28,916 | 4,531 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Engineers Gate Manager LP | History | No change | 28,899 | 4,529 | 0.06% | 0.06% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |