NatWest Group plc - NWG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 18,156,932 | 320,106 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 12,716,809 | 224,197 | 0.25% | 0.25% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 12,635,013 | 222,755 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital International Investors | History | No change | 12,704,937 | 221,701 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 12,497,549 | 215,211 | 0.09% | 0.09% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 10,176,295 | 179,408 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 7,843,835 | 138,286 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 7,313,339 | 128,934 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,312,703 | 110,156 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 5,011,770 | 88,357 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,584,737 | 80,828 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 4,242,073 | 74,787 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TODD ASSET MANAGEMENT LLC | History | No change | 3,897,393 | 68,711 | 1.22% | 1.22% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fisher Asset Management, LLC | History | No change | 3,745,660 | 66,035 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 3,499,196 | 61,690 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | No change | 3,487,290 | 61,480 | 0.67% | 0.67% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 3,292,800 | 58,052 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,125,522 | 55,102 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,068,051 | 54,090 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,750,992 | 48,499 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 2,490,080 | 43,900 | 0.3% | 0.3% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,369,719 | 41,776 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 2,288,231 | 40,341 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ABC ARBITRAGE SA | History | No change | 1,859,270 | 32,778 | 3.54% | 3.54% | 24 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 1,857,747 | 32,752 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,765,776 | 31,130 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,648,827 | 29,068 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 1,507,643 | 26,579 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 1,498,088 | 26,411 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,411,034 | 24,876 | 0.11% | 0.11% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,321,509 | 23,298 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 1,304,696 | 23,001 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 1,235,305 | 21,778 | 0.17% | 0.17% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 1,183,770 | 20,869 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1,121,443 | 19,771 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,066,605 | 18,804 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 1,035,444 | 18,254 | 0.24% | 0.24% | 37 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,013,954 | 17,876 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 989,042 | 17,436 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 814,534 | 14,360 | 0.35% | 0.35% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 794,643 | 14,009 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 749,183 | 13,208 | 0.21% | 0.21% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 709,992 | 12,517 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 682,776 | 12,037 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 587,496 | 10,357 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 587,293 | 10,353 | 0.14% | 0.14% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capricorn Fund Managers Ltd | History | No change | 587,290 | 10,353 | 0.82% | 0.82% | 47 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pathstone Holdings, LLC | History | No change | 586,491 | 10,339 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 558,069 | 9,838 | 0.08% | 0.08% | 49 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Boston Partners | History | No change | 533,466 | 9,389 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farringdon Capital, Ltd. | History | No change | 523,909 | 9,236 | 4.58% | 4.58% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bellars Harris Wealth Management, LLC | History | No change | 523,908 | 9,236 | 1.88% | 1.88% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 477,093 | 8,411 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 465,208 | 8,201 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | No change | 452,929 | 7,985 | 0.1% | 0.1% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 447,720 | 7,893 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 435,673 | 7,680 | 0.08% | 0.08% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 435,479 | 7,677 | 0.11% | 0.11% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aquatic Capital Management LLC | History | No change | 414,395 | 7,305 | 0.25% | 0.25% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 412,962 | 7,280 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 410,204 | 7,231 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 362,204 | 6,385 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 358,199 | 6,315 | 0.21% | 0.21% | 63 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gradient Investments LLC | History | Reduced | 337,583 | 6,127 | 0.09% | 0.09% | 64 | -12,339 | -3.53% | Q3 2026 | Oct 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 402,895 | 6,003 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Transmarket Holdings LP | History | No change | 337,507 | 5,950 | 4.36% | 4.36% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LPL Financial LLC | History | No change | 331,082 | 5,836 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 324,778 | 5,725 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 308,207 | 5,433 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 284,222 | 5,010 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 280,406 | 4,943 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seascape Capital Management | History | No change | 275,495 | 4,857 | 1.16% | 1.16% | 72 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 263,731 | 4,649 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethic Inc. | History | No change | 250,249 | 4,411 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 245,109 | 4,321 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 240,420 | 4,238 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 236,173 | 4,163 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 234,221 | 4,129 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 221,289 | 3,901 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 206,354 | 3,638 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bridgewater Associates, LP | History | No change | 204,899 | 3,612 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 201,401 | 3,550 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 195,776 | 3,451 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 193,292 | 3,407 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 190,100 | 3,351 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 189,790 | 3,346 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 183,056 | 3,227 | 0.53% | 0.53% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DV EQUITIES, LLC | History | No change | 180,475 | 3,181 | 0.46% | 0.46% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanders Capital, LLC | History | No change | 179,964 | 3,172 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 179,050 | 3,156 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 178,289 | 3,143 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 176,114 | 3,104 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | No change | 175,888 | 3,100 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 173,146 | 3,052 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 167,636 | 2,955 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 165,842 | 2,923 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 142,900 | 2,519 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Twin Tree Management, LP | History | No change | 141,000 | 2,485 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caprock Group, LLC | History | No change | 140,159 | 2,471 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 139,782 | 2,464 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 139,387 | 2,457 | 0.15% | 0.15% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 133,829 | 2,359 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 132,733 | 2,340 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BTC Capital Management, Inc. | History | No change | 132,089 | 2,328 | 0.14% | 0.14% | 104 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 120,605 | 2,126 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DRW Securities, LLC | History | No change | 119,130 | 2,100 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 114,000 | 2,009 | 0.56% | 0.56% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 110,842 | 1,954 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 109,439 | 1,929 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 108,685 | 1,916 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1832 Asset Management L.P. | History | No change | 107,932 | 1,902 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 107,767 | 1,899 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 107,013 | 1,886 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 106,088 | 1,870 | 0.1% | 0.1% | 114 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Janney Montgomery Scott LLC | History | No change | 105,580 | 1,861 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 104,212 | 1,836 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 98,232 | 1,731 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Entropy Technologies, LP | History | No change | 97,566 | 1,720 | 0.07% | 0.07% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 94,672 | 1,669 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 93,157 | 1,642 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Vise Technologies, Inc. | History | No change | 91,477 | 1,612 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Venturi Wealth Management, LLC | History | No change | 88,022 | 1,551 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 87,565 | 1,544 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 83,679 | 1,475 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qtron Investments LLC | History | No change | 82,711 | 1,458 | 0.19% | 0.19% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 79,343 | 1,409 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 79,003 | 1,392 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | No change | 78,828 | 1,389 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisors Asset Management, Inc. | History | No change | 78,222 | 1,379 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 77,411 | 1,364 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IEQ CAPITAL, LLC | History | No change | 75,855 | 1,337 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optiver Holding B.V. | History | No change | 74,800 | 1,318 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Naviter Wealth, LLC | History | No change | 72,736 | 1,282 | 0.12% | 0.12% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GeoWealth Management, LLC | History | No change | 72,046 | 1,270 | 0.04% | 0.04% | 134 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rehmann Capital Advisory Group | History | No change | 71,894 | 1,267 | 0.06% | 0.06% | 135 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Savant Capital, LLC | History | No change | 76,602 | 1,253 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 70,975 | 1,251 | 0.07% | 0.07% | 137 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kathmere Capital Management, LLC | History | No change | 69,191 | 1,219 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 68,810 | 1,213 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 68,226 | 1,202 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 65,644 | 1,191 | 0.26% | 0.26% | 141 | -736 | -1.11% | Q3 2026 | Oct 08, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 65,428 | 1,153 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 63,803 | 1,124 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 63,031 | 1,111 | 0.06% | 0.06% | 144 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Capital World Investors | History | No change | 63,137 | 1,101 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 62,325 | 1,098 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WINTON GROUP Ltd | History | No change | 62,200 | 1,096 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 61,632 | 1,086 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 61,304 | 1,080 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 60,800 | 1,071 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 59,515 | 1,049 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 59,181 | 1,043 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OPPENHEIMER & CO INC | History | No change | 55,581 | 979 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 55,418 | 977 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 55,392 | 976 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Baron Wealth Management LLC | History | No change | 55,179 | 972 | 0.25% | 0.25% | 156 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 54,846 | 966 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 54,147 | 954 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 52,621 | 949 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | No change | 50,078 | 882 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RBF Capital, LLC | History | No change | 50,000 | 881 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 49,857 | 878 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 49,781 | 877 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Blue Trust, Inc. | History | No change | 49,730 | 876 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 49,125 | 866 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | No change | 49,162 | 866 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| M&T BANK CORP | History | No change | 48,329 | 852 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 48,001 | 846 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ballentine Partners, LLC | History | No change | 47,919 | 844 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LVW Advisors, LLC | History | No change | 47,857 | 843 | 0.07% | 0.07% | 170 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 47,475 | 836 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Quantbot Technologies LP | History | No change | 46,050 | 811 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 45,827 | 799 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 44,683 | 787 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bleakley Financial Group, LLC | History | No change | 44,355 | 781 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 43,883 | 773 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 43,668 | 769 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Goldstone Financial Group, LLC | History | No change | 43,014 | 758 | 0.07% | 0.07% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 42,454 | 748 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 42,086 | 741 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSS LLC/IL | History | No change | 41,460 | 730 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 41,417 | 730 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 40,984 | 722 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | No change | 40,840 | 720 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | No change | 39,884 | 703 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 39,696 | 699 | 0.08% | 0.08% | 186 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DAVENPORT & Co LLC | History | No change | 36,413 | 641 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gallacher Capital Management LLC | History | No change | 34,798 | 613 | 0.34% | 0.34% | 188 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 33,501 | 608 | 0.0% | 0.0% | 189 | +6,787 | 25.41% | Q3 2026 | Oct 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 33,437 | 606 | 0.05% | 0.05% | 190 | +3,928 | 13.31% | Q3 2026 | Oct 01, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 33,485 | 590 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 32,329 | 569 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FCG Investment Co | History | No change | 31,726 | 559 | 0.19% | 0.19% | 193 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Summit Global Investments | History | No change | 31,202 | 550 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HB Wealth Management, LLC | History | No change | 30,893 | 544 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 30,586 | 539 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 30,332 | 534 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Global Advisors, LLC | History | No change | 28,228 | 497 | 0.07% | 0.07% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 26,688 | 480 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 26,735 | 471 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 26,573 | 468 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 25,626 | 465 | 0.02% | 0.02% | 202 | +2,270 | 9.72% | Q3 2026 | Oct 08, 2026 |
| Ellevest, Inc. | History | No change | 26,348 | 464 | 0.05% | 0.05% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Walleye Trading LLC | History | No change | 26,100 | 460 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HUB Investment Partners, LLC | History | No change | 25,152 | 443 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SYM FINANCIAL Corp | History | No change | 25,092 | 442 | 0.04% | 0.04% | 206 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pure Financial Advisors, LLC | History | No change | 23,593 | 415 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYON CAPITAL LLC | History | No change | 23,240 | 409 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 22,082 | 400 | 0.01% | 0.01% | 209 | +4,583 | 26.19% | Q3 2026 | Oct 08, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 22,344 | 393 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hardy Reed LLC | History | No change | 22,321 | 393 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 22,134 | 390 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sivia Capital Partners, LLC | History | No change | 22,163 | 390 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 21,578 | 380 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | No change | 20,903 | 368 | 0.2% | 0.2% | 215 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMMERCE BANK | History | No change | 20,753 | 365 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascent Group, LLC | History | No change | 20,676 | 364 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aprio Wealth Management, LLC | History | No change | 20,044 | 353 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Mattson Financial Services, LLC | History | No change | 19,091 | 340 | 0.07% | 0.07% | 219 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IHT Wealth Management, LLC | History | No change | 18,818 | 331 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| West Family Investments, Inc. | History | No change | 18,728 | 330 | 0.1% | 0.1% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| R Squared Ltd | History | No change | 18,727 | 330 | 0.17% | 0.17% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 18,702 | 329 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 18,620 | 328 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| May Hill Capital, LLC | History | No change | 17,975 | 316 | 0.07% | 0.07% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brown Financial Advisors | History | No change | 17,584 | 310 | 0.11% | 0.11% | 226 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Larry Mathis Financial Planning, LLC | History | No change | 17,224 | 303 | 0.23% | 0.23% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 17,034 | 300 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ANCHYRA PARTNERS LLC | History | No change | 16,961 | 299 | 0.07% | 0.07% | 229 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Athena Wealth Management, LLC | History | New | 16,260 | 295 | 0.21% | — | 230 | +16,260 | New | Q3 2026 | Oct 09, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 16,372 | 289 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | No change | 16,343 | 288 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Frec Markets, Inc. | History | No change | 16,148 | 284 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | No change | 15,849 | 279 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Perigon Wealth Management, LLC | History | No change | 15,638 | 275 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | No change | 15,343 | 270 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Parallel Advisors, LLC | History | No change | 15,326 | 270 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OneAscent Investment Solutions LLC | History | No change | 15,364 | 270 | 0.26% | 0.26% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trust Point Inc. | History | No change | 14,990 | 264 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 14,840 | 261 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 14,769 | 260 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IMC-Chicago, LLC | History | No change | 14,800 | 260 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | No change | 14,618 | 257 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keebeck Wealth Management | History | No change | 14,376 | 253 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PDS Planning, Inc | History | No change | 14,279 | 251 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 14,288 | 251 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | No change | 14,268 | 251 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, LLC | History | No change | 13,494 | 247 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 13,494 | 247 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 55 North Private Wealth, LLC | History | No change | 13,927 | 245 | 0.05% | 0.05% | 250 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | New | 13,274 | 240 | 0.03% | — | 252 | +13,274 | New | Q3 2026 | Oct 09, 2026 |
| Waverly Advisors, LLC | History | No change | 13,640 | 240 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 13,601 | 239 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 13,607 | 239 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 13,550 | 238 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 13,394 | 236 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cornerstone Select Advisors, LLC | History | No change | 13,395 | 236 | 0.1% | 0.1% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hilltop National Bank | History | No change | 13,124 | 231 | 0.05% | 0.05% | 258 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 13,086 | 230 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hexagon Capital Partners LLC | History | No change | 12,851 | 226 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 12,691 | 223 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Five Oceans Advisors | History | No change | 12,684 | 223 | 0.07% | 0.07% | 262 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STATE STREET CORP | History | No change | 12,504 | 221 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| EP Wealth Advisors, LLC | History | No change | 12,441 | 219 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 12,380 | 218 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 12,323 | 217 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GREENLEAF TRUST | History | No change | 12,358 | 217 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 12,323 | 217 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 12,281 | 216 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 12,162 | 214 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 23,926 | 211 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Optas, LLC | History | No change | 11,963 | 210 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Larson Financial Group LLC | History | No change | 11,830 | 208 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 11,756 | 207 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 11,488 | 202 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KINTRA WEALTH, LLC | History | No change | 10,504 | 202 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 11,437 | 201 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | No change | 11,030 | 194 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cromwell Holdings LLC | History | No change | 10,973 | 193 | 0.09% | 0.09% | 279 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 10,984 | 193 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wedmont Private Capital | History | New | 11,216 | 192 | 0.0% | — | 281 | +11,216 | New | Q3 2026 | Oct 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 10,864 | 191 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Abel Hall, LLC | History | No change | 10,835 | 191 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 10,794 | 190 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Traveka Wealth, LLC | History | No change | 10,489 | 184 | 0.06% | 0.06% | 285 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BRIGHTON JONES LLC | History | No change | 10,330 | 182 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | No change | 10,745 | 167 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 9,016 | 158 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 8,741 | 154 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 8,359 | 147 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 7,240 | 127 | 0.08% | 0.08% | 291 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 6,850 | 120 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sageworth Trust Co | History | No change | 12,102 | 107 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| First Command Advisory Services, Inc. | History | No change | 5,937 | 104 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elequin Capital, LP | History | No change | 5,948 | 104 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Accent Capital Management, LLC | History | No change | 5,503 | 97 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 5,114 | 90 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Parkside Financial Bank & Trust | History | No change | 4,909 | 86 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 4,549 | 80 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 4,443 | 78 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| True Wealth Design, LLC | History | No change | 4,247 | 74 | 0.02% | 0.02% | 301 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,085 | 72 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 4,026 | 70 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 4,000 | 70 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 3,685 | 64 | 0.02% | 0.02% | 305 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | No change | 3,553 | 62 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Manchester Capital Management LLC | History | No change | 3,347 | 59 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3,311 | 58 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 3,091 | 54 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BESSEMER GROUP INC | History | No change | 2,811 | 49 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 2,599 | 46 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,506 | 44 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GROUP ONE TRADING LLC | History | No change | 2,394 | 42 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 2,330 | 41 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 2,277 | 40 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 2,123 | 37 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 2,048 | 36 | 0.02% | 0.02% | 317 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 1,974 | 34 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1,771 | 32 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,682 | 29 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,610 | 28 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Miller Global Investments, LLC | History | New | 1,481 | 26 | 0.02% | — | 323 | +1,481 | New | Q3 2026 | Oct 02, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,478 | 26 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TD Capital Management LLC | History | No change | 1,463 | 25 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Robinswood Financial LLC | History | No change | 1,340 | 23 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,300 | 22 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| J.Safra Asset Management Corp | History | No change | 1,269 | 22 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 1,220 | 21 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,137 | 20 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,085 | 19 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,132 | 19 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Addison Advisors LLC | History | No change | 977 | 17 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Grove Bank & Trust | History | Added to | 928 | 16 | 0.0% | 0.0% | 333 | +80 | 9.43% | Q3 2026 | Oct 08, 2026 |
| Cornerstone Planning Group LLC | History | No change | 876 | 16 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kilter Group LLC | History | No change | 935 | 16 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EASTERN BANK | History | No change | 851 | 15 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| IFP Advisors, Inc | History | No change | 899 | 15 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 819 | 14 | 0.01% | 0.01% | 341 | -30 | -3.53% | Q3 2026 | Oct 07, 2026 |
| GW&K Investment Management, LLC | History | No change | 815 | 14 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 802 | 14 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Continuum Advisory, LLC | History | No change | 831 | 14 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Synergy Investment Management, LLC | History | No change | 844 | 14 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | No change | 774 | 13 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 714 | 12 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bell Investment Advisors, Inc | History | No change | 730 | 12 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WPG Advisers, LLC | History | No change | 728 | 12 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 679 | 11 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Key FInancial Inc | History | No change | 628 | 11 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WealthCollab, LLC | History | No change | 645 | 11 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Signature Equity Partners, LLC | History | No change | 630 | 11 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 601 | 10 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bravera Wealth | History | No change | 593 | 10 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ancora Advisors LLC | History | No change | 554 | 9 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 543 | 9 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 500 | 8 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 479 | 8 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 489 | 8 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 501 | 8 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Whipplewood Advisors, LLC | History | No change | 487 | 8 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rossby Financial, LCC | History | No change | 478 | 8 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| United Financial Planning Group LLC | History | No change | 480 | 8 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Benson Wealth Management INC | History | No change | 470 | 8 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 429 | 7 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 424 | 7 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Essential Partners LLC | History | No change | 424 | 7 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 343 | 6 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Capital Management Investments LLC | History | No change | 394 | 6 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UMB Bank, n.a. | History | No change | 319 | 5 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 298 | 5 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Winch Advisory Services, LLC | History | No change | 335 | 5 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 304 | 5 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 289 | 5 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arlington Trust Co LLC | History | No change | 288 | 5 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 300 | 5 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 318 | 5 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| EFG International AG | History | No change | 328 | 5 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 287 | 5 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| FEDERATED HERMES, INC. | History | No change | 245 | 4 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Star Investment Management Corp. | History | No change | 245 | 4 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 228 | 4 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | No change | 234 | 4 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| CVA Family Office, LLC | History | No change | 257 | 4 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quent Capital, LLC | History | No change | 229 | 4 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Park Place Capital Corp | History | No change | 265 | 4 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Planning Strategies Inc. | History | New | 205 | 3 | 0.0% | — | 394 | +205 | New | Q3 2026 | Oct 02, 2026 |
| CITY HOLDING CO | History | No change | 195 | 3 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JNBA Financial Advisors | History | No change | 212 | 3 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 224 | 3 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HighMark Wealth Management LLC | History | No change | 213 | 3 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Activest Wealth Management | History | No change | 175 | 3 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Lodestone Wealth Management LLC | History | No change | 197 | 3 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hughes Financial Services, LLC | History | No change | 205 | 3 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dogwood Wealth Management LLC | History | No change | 174 | 3 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 206 | 3 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CENTRAL TRUST Co | History | No change | 132 | 2 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 135 | 2 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MOTCO | History | No change | 144 | 2 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 131 | 2 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 126 | 2 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independence Bank of Kentucky | History | No change | 134 | 2 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 147 | 2 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 146 | 2 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Nemes Rush Group LLC | History | No change | 154 | 2 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point Nemo Capital, LLC | History | No change | 156 | 2 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LRI Investments, LLC | History | No change | 165 | 2 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Downshift Financial, LLC | History | No change | 117 | 2 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allied Private Wealth LLC | History | No change | 145 | 2 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 83 | 1 | 0.0% | 0.0% | 415 | -213 | -71.96% | Q3 2026 | Oct 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 80 | 1 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 74 | 1 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ST GERMAIN D J CO INC | History | No change | 65 | 1 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 34 | 1 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 105 | 1 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SITTNER & NELSON, LLC | History | No change | 111 | 1 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 80 | 1 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPL Wealth Management, LLC | History | No change | 92 | 1 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 59 | 1 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| American Capital Advisory, LLC | History | No change | 91 | 1 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MidFirst Bank | History | No change | 80 | 1 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Burk Holdings LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caldwell Trust Co | History | No change | 76 | 1 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 75 | 1 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Highland Investment Advisors LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q3 2026 | Oct 09, 2026 |
| WEBSTER BANK, N. A. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Asset Dedication, LLC | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Horizon Investments, LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stone House Investment Management, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bogart Wealth, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crewe Advisors LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Abound Wealth Management | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Decker Retirement Planning Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mosley Wealth Management | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Breakwater Investment Management | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Monetary Solutions, Ltd | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |