NorthWestern Energy Group, Inc. - NWE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 9,070,752 | 649,647 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 3,548,697 | 254,157 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,790,136 | 199,829 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 2,431,546 | 174,147 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,788,900 | 128,148 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,581,525 | 113,268 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 1,357,486 | 97,336 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| CITIGROUP INC | History | Added to | 1,412,988 | 96,620 | 0.03% | 0.02% | 8 | +389,228 | 38.02% | Q3 2026 | Nov 04, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 1,285,897 | 92,095 | 0.11% | 0.11% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,238,268 | 88,684 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 1,121,956 | 80,354 | 1.6% | 1.6% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR Arbitrage LLC | History | No change | 1,094,832 | 78,411 | 1.12% | 1.12% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,064,119 | 76,212 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,051,382 | 75,299 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,054,218 | 72,087 | 0.01% | 0.01% | 15 | +18,585 | 1.79% | Q3 2026 | Nov 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,061,407 | 69,989 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hudson Bay Capital Management LP | History | No change | 903,026 | 64,674 | 0.18% | 0.18% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 861,126 | 61,673 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 824,542 | 59,053 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 821,726 | 58,852 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 806,508 | 57,762 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| River Road Asset Management, LLC | History | No change | 796,943 | 57,077 | 0.63% | 0.63% | 22 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 786,289 | 56,314 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 780,561 | 55,903 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 758,501 | 54,323 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 743,940 | 53,280 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 739,681 | 52,975 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 623,112 | 44,627 | 0.1% | 0.1% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 571,934 | 40,962 | 0.32% | 0.32% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 562,654 | 40,297 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GABELLI FUNDS LLC | History | No change | 539,200 | 38,617 | 0.25% | 0.25% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 513,743 | 36,794 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Nuveen, LLC | History | No change | 506,874 | 36,302 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 498,960 | 35,735 | 0.13% | 0.13% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 467,128 | 33,455 | 0.09% | 0.09% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 416,053 | 29,797 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 410,667 | 29,411 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 388,237 | 26,547 | 0.04% | 0.05% | 38 | -102,290 | -20.85% | Q3 2026 | Oct 28, 2026 |
| Qube Research & Technologies Ltd | History | No change | 367,334 | 26,308 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | History | No change | 358,197 | 25,976 | 0.63% | 0.63% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 336,472 | 24,098 | 0.07% | 0.07% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 323,844 | 23,193 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fort Baker Capital Management LP | History | No change | 318,094 | 22,781 | 1.67% | 1.67% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 312,172 | 22,357 | 0.42% | 0.42% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 305,076 | 22,330 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 309,145 | 22,140 | 0.1% | 0.1% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 286,606 | 20,526 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 280,664 | 20,101 | 0.1% | 0.1% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 277,545 | 19,877 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 282,838 | 19,340 | 0.01% | 0.01% | 50 | +45,167 | 19.0% | Q3 2026 | Nov 02, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 267,350 | 19,147 | 0.17% | 0.17% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 248,405 | 17,790 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 232,486 | 16,650 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 211,085 | 15,117 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnetar Financial LLC | History | No change | 206,856 | 14,815 | 0.14% | 0.14% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 204,481 | 14,644 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 190,509 | 13,644 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 183,299 | 13,127 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 145,729 | 10,437 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 138,393 | 9,911 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 130,410 | 9,341 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 126,975 | 9,093 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 123,383 | 8,836 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Polar Asset Management Partners Inc. | History | No change | 122,834 | 8,797 | 0.14% | 0.14% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Yaupon Capital Management LP | History | No change | 110,131 | 7,887 | 0.16% | 0.16% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 113,251 | 7,744 | 0.08% | 0.08% | 66 | -168 | -0.15% | Q3 2026 | Oct 23, 2026 |
| LMR Partners LLP | History | No change | 103,552 | 7,416 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 99,835 | 7,150 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 98,142 | 7,028 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 97,785 | 7,003 | 0.13% | 0.13% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 99,307 | 6,790 | 0.03% | 0.04% | 71 | -17,108 | -14.7% | Q3 2026 | Nov 03, 2026 |
| First PREMIER Bank | History | Reduced | 98,600 | 6,742 | 1.09% | 1.18% | 72 | -3,116 | -3.06% | Q3 2026 | Oct 13, 2026 |
| South Dakota Investment Council | History | No change | 92,137 | 6,599 | 0.11% | 0.11% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kintayl Capital LP | History | No change | 89,342 | 6,398 | 2.54% | 2.54% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management LP | History | No change | 87,518 | 6,268 | 0.07% | 0.07% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 84,449 | 6,049 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 83,987 | 6,006 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BW Gestao de Investimentos Ltda. | History | No change | 83,862 | 6,006 | 0.12% | 0.12% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 80,264 | 5,748 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 78,467 | 5,619 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 76,982 | 5,513 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 76,104 | 5,451 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONNING INC. | History | No change | 77,076 | 5,270 | 0.16% | 0.17% | 83 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 70,339 | 5,037 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 70,176 | 5,026 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Magellan Asset Management Ltd | History | No change | 67,305 | 4,820 | 0.11% | 0.11% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 65,518 | 4,692 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 67,694 | 4,629 | 0.01% | 0.01% | 88 | -554 | -0.81% | Q3 2026 | Oct 22, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 66,536 | 4,549 | 0.08% | 0.08% | 89 | -242 | -0.36% | Q3 2026 | Oct 13, 2026 |
| Retirement Systems of Alabama | History | Reduced | 63,452 | 4,338 | 0.01% | 0.01% | 90 | -165 | -0.26% | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD BANCORP | History | No change | 59,485 | 4,260 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Maryland State Retirement & Pension System | History | No change | 58,045 | 4,157 | 0.07% | 0.07% | 92 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 57,806 | 4,140 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 60,295 | 4,123 | 0.18% | 0.18% | 94 | -300 | -0.5% | Q3 2026 | Oct 26, 2026 |
| Mathes Company, Inc. | History | No change | 56,055 | 4,015 | 1.25% | 1.25% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 58,627 | 4,008 | 0.63% | 0.57% | 96 | +4,879 | 9.08% | Q3 2026 | Oct 14, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 53,687 | 3,845 | 0.17% | 0.17% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mint Tower Capital Management B.V. | History | No change | 52,422 | 3,754 | 0.43% | 0.43% | 98 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 51,861 | 3,714 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAIRS & POWER INC | History | No change | 51,191 | 3,666 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 51,015 | 3,653 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Associates, LP | History | No change | 49,915 | 3,574 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 49,809 | 3,567 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 51,026 | 3,489 | 0.19% | 0.2% | 104 | +331 | 0.65% | Q3 2026 | Oct 27, 2026 |
| Quantinno Capital Management LP | History | No change | 48,441 | 3,469 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 47,667 | 3,413 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 46,489 | 3,329 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 47,808 | 3,269 | 0.0% | 0.01% | 108 | -23,897 | -33.33% | Q3 2026 | Nov 02, 2026 |
| Creative Planning | History | Added to | 47,570 | 3,252 | 0.0% | 0.0% | 109 | +8,077 | 20.45% | Q3 2026 | Nov 02, 2026 |
| SEI INVESTMENTS CO | History | No change | 44,611 | 3,195 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lesa Sroufe & Co | History | Reduced | 41,849 | 2,862 | 1.98% | 2.14% | 111 | -8 | -0.02% | Q3 2026 | Oct 29, 2026 |
| MACQUARIE GROUP LTD | History | No change | 39,145 | 2,803 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 37,992 | 2,720 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 38,173 | 2,610 | 0.01% | 0.01% | 114 | -8,221 | -17.72% | Q3 2026 | Oct 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 33,817 | 2,421 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 33,725 | 2,415 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 33,386 | 2,391 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DC Investments Management, LLC | History | No change | 32,976 | 2,361 | 0.81% | 0.81% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 32,866 | 2,353 | 0.17% | 0.17% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 32,825 | 2,350 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 32,734 | 2,344 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 29,929 | 2,143 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 29,534 | 2,115 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | No change | 28,646 | 2,051 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 28,262 | 2,024 | 0.12% | 0.12% | 125 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NINE MASTS CAPITAL Ltd | History | No change | 27,497 | 1,969 | 0.2% | 0.2% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 26,940 | 1,929 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 26,628 | 1,907 | 0.25% | 0.25% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 26,537 | 1,900 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 26,058 | 1,866 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 25,750 | 1,844 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 26,800 | 1,832 | 0.01% | 0.01% | 132 | +5,900 | 28.23% | Q3 2026 | Oct 30, 2026 |
| CSS LLC/IL | History | No change | 25,541 | 1,829 | 0.07% | 0.07% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 25,391 | 1,818 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMALGAMATED BANK | History | Added to | 26,394 | 1,805 | 0.01% | 0.01% | 135 | +248 | 0.95% | Q3 2026 | Oct 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 25,180 | 1,803 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 24,700 | 1,769 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 24,937 | 1,705 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 23,637 | 1,692 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 22,037 | 1,578 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 22,020 | 1,577 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 21,859 | 1,565 | 0.1% | 0.1% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 21,610 | 1,547 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 20,940 | 1,499 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 19,935 | 1,427 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 19,012 | 1,378 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 19,066 | 1,365 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 18,922 | 1,356 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Graham Capital Management, L.P. | History | No change | 18,904 | 1,353 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 18,729 | 1,341 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 18,493 | 1,324 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Reduced | 19,323 | 1,321 | 0.62% | 0.68% | 152 | -1,352 | -6.54% | Q3 2026 | Nov 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 18,366 | 1,315 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WINTON GROUP Ltd | History | No change | 18,190 | 1,302 | 0.04% | 0.04% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 18,300 | 1,251 | 0.02% | 0.02% | 155 | +300 | 1.67% | Q3 2026 | Oct 20, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | No change | 17,113 | 1,225 | 0.05% | 0.05% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CSM Advisors, LLC | History | No change | 17,122 | 1,225 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 16,944 | 1,213 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 16,886 | 1,209 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 16,583 | 1,187 | 0.06% | 0.06% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 17,326 | 1,184 | 0.01% | 0.01% | 161 | +357 | 2.1% | Q3 2026 | Nov 03, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 16,000 | 1,145 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 15,864 | 1,136 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 15,607 | 1,117 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 16,322 | 1,116 | 0.03% | 0.03% | 165 | -328 | -1.97% | Q3 2026 | Oct 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 15,326 | 1,097 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 15,819 | 1,081 | 0.01% | 0.01% | 167 | -1,070 | -6.34% | Q3 2026 | Oct 22, 2026 |
| HRT FINANCIAL LP | History | No change | 15,011 | 1,075 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HENNESSY ADVISORS INC | History | No change | 15,698 | 1,073 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 14,664 | 1,050 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ALPS ADVISORS INC | History | Reduced | 15,271 | 1,044 | 0.0% | 0.01% | 171 | -10,951 | -41.76% | Q3 2026 | Nov 02, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 15,275 | 1,044 | 0.02% | 0.01% | 172 | +10,249 | 203.92% | Q3 2026 | Oct 16, 2026 |
| Vestcor Inc | History | No change | 14,096 | 1,010 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Headlands Technologies LLC | History | No change | 14,071 | 1,007 | 0.11% | 0.11% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 13,837 | 991 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 14,428 | 986 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 13,659 | 978 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WATER ISLAND CAPITAL LLC | History | No change | 13,633 | 976 | 0.09% | 0.09% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brevan Howard Capital Management LP | History | No change | 13,435 | 962 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 13,382 | 958 | 0.06% | 0.06% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 13,251 | 949 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 12,329 | 927 | 0.08% | 0.06% | 182 | +4,011 | 48.22% | Q3 2026 | Oct 20, 2026 |
| Cetera Investment Advisers | History | No change | 12,656 | 906 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 12,155 | 870 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 12,710 | 869 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 11,800 | 845 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 11,619 | 832 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 11,932 | 815 | 0.0% | — | 189 | +11,932 | New | Q3 2026 | Oct 28, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 11,391 | 815 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 11,829 | 808 | 0.0% | 0.0% | 190 | +513 | 4.53% | Q3 2026 | Nov 03, 2026 |
| Treasurer of the State of North Carolina | History | No change | 11,274 | 807 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 11,197 | 801 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 11,075 | 793 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 10,535 | 754 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 10,942 | 748 | 0.05% | 0.05% | 195 | +72 | 0.66% | Q3 2026 | Oct 22, 2026 |
| Private Advisor Group, LLC | History | No change | 10,281 | 736 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 9,900 | 709 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 9,654 | 691 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 9,443 | 676 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Massar Capital Management, LP | History | No change | 9,082 | 650 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,558 | 638 | 0.0% | 0.0% | 201 | -101 | -1.17% | Q3 2026 | Oct 13, 2026 |
| BAILARD, INC. | History | No change | 9,326 | 637 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Added to | 8,989 | 614 | 0.29% | 0.3% | 203 | +49 | 0.55% | Q3 2026 | Oct 23, 2026 |
| XPONANCE LLC | History | Reduced | 8,746 | 598 | 0.0% | 0.0% | 204 | -398 | -4.35% | Q3 2026 | Nov 03, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 8,700 | 594 | 0.11% | 0.12% | 205 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| COMMERCE BANK | History | No change | 8,118 | 581 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 7,691 | 555 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 8,081 | 552 | 0.0% | 0.0% | 208 | +3,049 | 60.59% | Q3 2026 | Oct 28, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 7,763 | 530 | 0.0% | 0.0% | 209 | -2,300 | -22.86% | Q3 2026 | Oct 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 7,750 | 529 | 0.01% | 0.01% | 210 | -155 | -1.96% | Q3 2026 | Oct 15, 2026 |
| Fieldview Capital Management, LLC | History | No change | 7,359 | 527 | 0.15% | 0.15% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 6,904 | 519 | 0.01% | 0.01% | 213 | -15 | -0.22% | Q3 2026 | Oct 20, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 7,259 | 519 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 7,212 | 516 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 7,186 | 514 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 7,172 | 513 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MAI Capital Management | History | No change | 7,076 | 506 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 7,369 | 504 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 7,368 | 503 | 0.01% | 0.01% | 219 | -1 | -0.01% | Q3 2026 | Oct 27, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 7,330 | 501 | 0.01% | 0.02% | 220 | -11,028 | -60.07% | Q3 2026 | Oct 13, 2026 |
| Pacer Advisors, Inc. | History | No change | 6,915 | 495 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 7,194 | 491 | 0.0% | 0.0% | 222 | +130 | 1.84% | Q3 2026 | Nov 03, 2026 |
| SG Americas Securities, LLC | History | No change | 6,828 | 489 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 6,595 | 472 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Huber Capital Management LLC | History | No change | 6,555 | 469 | 0.07% | 0.07% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | No change | 6,537 | 468 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 6,857 | 468 | 0.13% | 0.14% | 227 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 6,352 | 455 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Intrua Financial, LLC | History | Reduced | 6,597 | 451 | 0.04% | 0.04% | 229 | -106 | -1.58% | Q3 2026 | Oct 28, 2026 |
| Arax Advisory Partners | History | No change | 6,250 | 447 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,157 | 441 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GeoWealth Management, LLC | History | No change | 5,978 | 428 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Crewe Advisors LLC | History | No change | 5,970 | 427 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 5,940 | 425 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 5,851 | 419 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,817 | 416 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFM Investors Pty Ltd | History | Added to | 5,826 | 398 | 0.0% | 0.0% | 237 | +1,411 | 31.96% | Q3 2026 | Oct 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 5,394 | 386 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethic Inc. | History | New | 5,622 | 384 | 0.0% | — | 239 | +5,622 | New | Q3 2026 | Nov 03, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,212 | 373 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,151 | 368 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaGrep UK Ltd | History | No change | 5,137 | 367 | 0.11% | 0.11% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 4,790 | 343 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 4,797 | 343 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | No change | 4,752 | 340 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 4,573 | 329 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 4,386 | 314 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,244 | 311 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 4,301 | 308 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 4,457 | 304 | 0.01% | 0.01% | 250 | +476 | 11.96% | Q3 2026 | Oct 08, 2026 |
| Vident Advisory, LLC | History | No change | 4,121 | 295 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4,325 | 295 | 0.03% | 0.04% | 252 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Phillips Wealth Planners LLC | History | No change | 3,952 | 279 | 0.21% | 0.21% | 253 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savant Capital, LLC | History | No change | 3,889 | 267 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DnB Asset Management AS | History | No change | 3,624 | 259 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 3,737 | 255 | 0.06% | 0.07% | 256 | -52 | -1.37% | Q3 2026 | Oct 13, 2026 |
| HB Wealth Management, LLC | History | New | 3,708 | 253 | 0.0% | — | 257 | +3,708 | New | Q3 2026 | Oct 23, 2026 |
| UMB Bank, n.a. | History | No change | 3,524 | 252 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Murchinson Ltd. | History | No change | 3,500 | 250 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,490 | 249 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Moss Adams Wealth Advisors LLC | History | New | 3,526 | 241 | 0.02% | — | 261 | +3,526 | New | Q3 2026 | Oct 28, 2026 |
| CHOREO, LLC | History | Reduced | 3,338 | 228 | 0.0% | 0.0% | 262 | -62 | -1.82% | Q3 2026 | Oct 28, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 3,332 | 227 | 0.0% | 0.0% | 263 | -166 | -4.75% | Q3 2026 | Oct 21, 2026 |
| Callan Family Office, LLC | History | No change | 3,069 | 219 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | No change | 3,054 | 218 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Storgate, LLC | History | No change | 3,038 | 217 | 0.05% | 0.05% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 3,011 | 215 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 3,005 | 215 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,003 | 215 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 3,123 | 213 | 0.0% | 0.0% | 270 | -1,449 | -31.69% | Q3 2026 | Oct 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 3,031 | 207 | 0.0% | — | 272 | +3,031 | New | Q3 2026 | Oct 23, 2026 |
| Composition Wealth, LLC | History | No change | 2,898 | 207 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 2,800 | 200 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,891 | 197 | 0.0% | 0.0% | 274 | +1,018 | 54.35% | Q3 2026 | Oct 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,883 | 197 | 0.0% | 0.0% | 275 | +194 | 7.21% | Q3 2026 | Nov 03, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 2,750 | 196 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PenderFund Capital Management Ltd. | History | No change | 2,700 | 193 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,635 | 180 | 0.0% | 0.0% | 278 | +199 | 8.17% | Q3 2026 | Oct 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 2,364 | 161 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,097 | 150 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KBC Group NV | History | No change | 1,977 | 135 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 1,913 | 130 | 0.01% | 0.02% | 282 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Costello Asset Management, INC | History | No change | 1,512 | 103 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Triumph Capital Management | History | No change | 1,380 | 94 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,351 | 92 | 0.0% | 0.0% | 285 | -26 | -1.89% | Q3 2026 | Nov 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,206 | 86 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,185 | 85 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bayforest Capital Ltd | History | Reduced | 1,242 | 84 | 0.12% | 0.13% | 288 | -672 | -35.11% | Q3 2026 | Nov 03, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,227 | 83 | 0.0% | 0.0% | 289 | -37 | -2.93% | Q3 2026 | Oct 22, 2026 |
| Westfuller Advisors, LLC | History | No change | 1,165 | 83 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | Added to | 1,181 | 80 | 0.0% | 0.0% | 291 | +142 | 13.67% | Q3 2026 | Oct 21, 2026 |
| Front Row Advisors LLC | History | No change | 1,135 | 80 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| V-Square Quantitative Management LLC | History | Reduced | 1,165 | 79 | 0.01% | 0.01% | 294 | -180 | -13.38% | Q3 2026 | Oct 15, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 1,169 | 79 | 0.0% | 0.0% | 293 | +62 | 5.6% | Q3 2026 | Oct 29, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 1,000 | 68 | 0.01% | 0.02% | 295 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 599 | 42 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 560 | 40 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 537 | 38 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CENTRAL TRUST Co | History | No change | 500 | 35 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allworth Financial LP | History | No change | 492 | 35 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |