NEW YORK TIMES CO - NYT
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 | 15,741,591 | 1,101,596 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BERKSHIRE HATHAWAY INC | History | No change | 15,700,000 | 1,098,686 | 0.37% | 0.37% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,053,710 | 633,578 | 0.22% | 0.22% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Linonia Partnership LP | History | No change | 9,034,044 | 632,202 | 11.29% | 11.29% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 8,054,186 | 563,632 | 0.37% | 0.37% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 7,332,207 | 513,107 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 6,485,390 | 453,847 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 5,036,181 | 352,431 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Darsana Capital Partners LP | History | No change | 5,000,000 | 349,900 | 1.57% | 1.57% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 4,864,949 | 340,930 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 3,062,504 | 214,314 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILLIE GIFFORD & CO | History | No change | 2,741,277 | 191,834 | 0.17% | 0.17% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 2,727,694 | 190,884 | 0.14% | 0.14% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 2,653,889 | 185,719 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,827,873 | 180,118 | 0.03% | 0.03% | 15 | +104,869 | 3.85% | Q3 2026 | Nov 04, 2026 |
| Route One Investment Company, L.P. | History | No change | 2,458,659 | 172,056 | 6.91% | 6.91% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital World Investors | History | No change | 2,239,073 | 156,690 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 2,234,754 | 156,388 | 0.22% | 0.22% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,836,277 | 128,502 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,682,875 | 117,767 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,671,435 | 116,967 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,581,309 | 110,660 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,579,695 | 110,547 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 1,573,016 | 110,055 | 0.13% | 0.13% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,546,666 | 108,235 | 0.06% | 0.06% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 1,546,522 | 108,225 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1,522,446 | 106,540 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,488,554 | 104,169 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,465,042 | 102,523 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,433,033 | 100,283 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | No change | 1,339,426 | 93,732 | 0.97% | 0.97% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABRAMS BISON INVESTMENTS, LLC | History | No change | 1,331,566 | 93,182 | 4.55% | 4.55% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1,274,959 | 89,221 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 1,086,185 | 76,011 | 0.21% | 0.21% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 999,471 | 69,942 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 917,735 | 64,223 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 882,536 | 62,823 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | No change | 887,120 | 62,080 | 0.11% | 0.11% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 875,454 | 61,264 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jupiter Topco LLC | History | No change | 820,757 | 57,440 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 787,060 | 55,078 | 0.52% | 0.52% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Boston Trust Walden Corp | History | Added to | 802,007 | 51,087 | 0.41% | 0.38% | 42 | +90,693 | 12.75% | Q3 2026 | Oct 30, 2026 |
| Allianz Asset Management GmbH | History | No change | 722,163 | 50,536 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 581,413 | 40,685 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gotham Asset Management, LLC | History | No change | 533,315 | 37,321 | 0.09% | 0.09% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 507,245 | 35,497 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 505,059 | 35,344 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 498,872 | 34,911 | 0.11% | 0.11% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Giverny Capital Inc. | History | No change | 484,424 | 33,899 | 1.14% | 1.14% | 49 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 483,814 | 33,857 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RHUMBLINE ADVISERS | History | No change | 437,125 | 30,589 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 435,231 | 30,457 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 422,387 | 29,558 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 405,465 | 28,374 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DANSKE BANK A/S | History | No change | 400,996 | 28,061 | 0.06% | 0.06% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 397,256 | 25,305 | 0.58% | 0.59% | 56 | -11,051 | -2.71% | Q3 2026 | Oct 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 360,000 | 25,192 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 356,207 | 24,927 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 353,616 | 24,747 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 352,879 | 24,694 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Quantinno Capital Management LP | History | No change | 351,410 | 24,591 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 342,750 | 23,985 | 0.11% | 0.11% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 318,234 | 22,269 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QVT Financial LP | History | No change | 316,947 | 22,179 | 1.3% | 1.3% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 315,300 | 22,064 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 308,110 | 21,563 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 307,660 | 21,530 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 307,341 | 21,507 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 331,763 | 21,133 | 0.01% | 0.01% | 69 | -33,886 | -9.27% | Q3 2026 | Nov 02, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 242,724 | 20,323 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | No change | 277,050 | 19,387 | 0.4% | 0.4% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 274,045 | 19,177 | 0.11% | 0.11% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 265,913 | 18,608 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 253,404 | 17,733 | 0.82% | 0.82% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 274,178 | 17,465 | 0.76% | 0.98% | 75 | -40,885 | -12.98% | Q3 2026 | Oct 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 238,398 | 16,683 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | History | No change | 233,848 | 16,364 | 1.72% | 1.72% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 230,597 | 16,137 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 229,026 | 16,027 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALPS ADVISORS INC | History | Added to | 247,855 | 15,788 | 0.07% | 0.08% | 80 | +10,100 | 4.25% | Q3 2026 | Nov 02, 2026 |
| Legal & General Group Plc | History | No change | 221,833 | 15,523 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 221,531 | 15,503 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Qube Research & Technologies Ltd | History | No change | 220,756 | 15,448 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LGT Group Foundation | History | No change | 218,402 | 15,283 | 0.17% | 0.17% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 215,264 | 15,064 | 0.07% | 0.07% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 214,976 | 15,044 | 0.24% | 0.24% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 213,302 | 14,926 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 205,364 | 14,371 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 224,075 | 14,273 | 0.01% | 0.0% | 89 | +180,678 | 416.34% | Q3 2026 | Oct 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 192,441 | 13,467 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC | History | Reduced | 204,326 | 13,015 | 3.75% | 3.79% | 91 | -1,874 | -0.91% | Q3 2026 | Oct 16, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 181,074 | 12,671 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SIRIOS CAPITAL MANAGEMENT L P | History | No change | 180,208 | 12,610 | 1.53% | 1.53% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 197,381 | 12,573 | 0.0% | 0.0% | 94 | +60,914 | 44.64% | Q3 2026 | Nov 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 177,128 | 12,395 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cerity Partners LLC | History | No change | 175,513 | 12,282 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | Added to | 190,315 | 12,123 | 0.04% | 0.04% | 97 | +23,710 | 14.23% | Q3 2026 | Nov 04, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 167,641 | 11,731 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 175,038 | 10,942 | 0.01% | 0.0% | 99 | +172,951 | 8287.06% | Q3 2026 | Oct 27, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 153,624 | 10,750 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 149,888 | 10,489 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 145,511 | 10,182 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 143,043 | 10,010 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACQUARIE GROUP LTD | History | No change | 141,700 | 9,885 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 139,372 | 9,753 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 151,483 | 9,649 | 0.11% | 0.12% | 106 | +911 | 0.61% | Q3 2026 | Nov 05, 2026 |
| Cannell & Spears LLC | History | No change | 136,322 | 9,539 | 0.17% | 0.17% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 148,950 | 9,488 | 0.02% | 0.02% | 108 | -20,601 | -12.15% | Q3 2026 | Oct 22, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 135,503 | 9,482 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Clark & Stuart, Inc | History | Added to | 145,386 | 9,261 | 5.7% | 6.04% | 110 | +7,865 | 5.72% | Q3 2026 | Oct 13, 2026 |
| Verition Fund Management LLC | History | No change | 130,000 | 9,097 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 129,975 | 9,095 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | No change | 129,107 | 9,034 | 0.28% | 0.28% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Reduced | 141,169 | 8,992 | 0.01% | 0.01% | 114 | -23,067 | -14.05% | Q3 2026 | Nov 02, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 125,722 | 8,882 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 123,473 | 8,636 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 122,668 | 8,584 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 121,599 | 8,509 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 116,548 | 8,156 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 123,412 | 7,861 | 0.17% | 0.11% | 120 | +44,745 | 56.88% | Q3 2026 | Oct 16, 2026 |
| Bridgewater Associates, LP | History | No change | 109,563 | 7,667 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 106,798 | 7,473 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CULLINAN ASSOCIATES INC | History | Added to | 113,525 | 7,231 | 0.54% | 0.55% | 123 | +10,158 | 9.83% | Q3 2026 | Nov 03, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 102,800 | 7,193 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORA Capital, LLC | History | No change | 102,610 | 7,178 | 0.49% | 0.49% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 117,371 | 7,147 | 0.01% | 0.02% | 126 | -21,645 | -15.57% | Q3 2026 | Oct 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 109,840 | 6,997 | 0.03% | 0.04% | 127 | +290 | 0.26% | Q3 2026 | Nov 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 98,964 | 6,925 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vest Financial, LLC | History | Added to | 107,942 | 6,875 | 0.07% | 0.08% | 129 | +2,748 | 2.61% | Q3 2026 | Oct 21, 2026 |
| Biondo Investment Advisors, LLC | History | No change | 97,970 | 6,855 | 0.84% | 0.84% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 96,104 | 6,725 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 94,084 | 6,583 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Vident Advisory, LLC | History | No change | 83,878 | 5,869 | 0.04% | 0.04% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 83,360 | 5,833 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 79,395 | 5,556 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Long Corridor Asset Management Ltd | History | No change | 78,300 | 5,479 | 1.65% | 1.65% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 77,439 | 5,419 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abacus FCF Advisors LLC | History | No change | 76,966 | 5,386 | 0.99% | 0.99% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 76,841 | 5,377 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 76,453 | 5,350 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 75,802 | 5,304 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 75,675 | 5,295 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 74,996 | 5,248 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arbejdsmarkedets Tillaegspension | History | Reduced | 81,400 | 5,185 | 0.13% | 0.56% | 144 | -284,500 | -77.75% | Q3 2026 | Oct 30, 2026 |
| Horizon Investments, LLC | History | No change | 73,555 | 5,131 | 0.06% | 0.06% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 72,210 | 5,053 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 71,934 | 5,033 | 0.05% | 0.05% | 147 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestcor Inc | History | No change | 70,565 | 4,938 | 0.12% | 0.12% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORGES BANK | History | No change | 70,373 | 4,924 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 68,965 | 4,826 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 68,943 | 4,824 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VALUEWORKS LLC | History | No change | 67,942 | 4,754 | 0.99% | 0.99% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LGT Fund Management Co Ltd. | History | No change | 66,738 | 4,670 | 0.19% | 0.19% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 2Xideas AG | History | No change | 65,719 | 4,599 | 1.98% | 1.98% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRENTISS SMITH & CO INC | History | Added to | 72,131 | 4,594 | 2.6% | 2.13% | 155 | +16,579 | 29.84% | Q3 2026 | Oct 27, 2026 |
| Treasurer of the State of North Carolina | History | No change | 65,580 | 4,589 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 71,825 | 4,575 | 0.03% | 0.03% | 157 | +10,700 | 17.51% | Q3 2026 | Oct 28, 2026 |
| LPL Financial LLC | History | No change | 64,653 | 4,524 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 64,417 | 4,507 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Global Advisors, LLC | History | No change | 63,477 | 4,442 | 0.63% | 0.63% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 62,478 | 4,372 | 0.23% | 0.23% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlpenGlobal Capital LLC | History | No change | 61,984 | 4,337 | 2.78% | 2.78% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 61,679 | 4,316 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMALGAMATED BANK | History | Reduced | 67,456 | 4,297 | 0.03% | 0.04% | 164 | -6,272 | -8.51% | Q3 2026 | Oct 23, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 61,166 | 4,280 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIG BROKERAGE, LP | History | No change | 60,858 | 4,258 | 0.08% | 0.08% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 60,488 | 4,232 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bahl & Gaynor LLC | History | Added to | 66,159 | 4,214 | 0.02% | 0.02% | 168 | +13,090 | 24.67% | Q3 2026 | Nov 05, 2026 |
| J. Goldman & Co LP | History | No change | 60,200 | 4,212 | 0.11% | 0.11% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREDIT AGRICOLE S A | History | No change | 60,000 | 4,198 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 59,133 | 4,138 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 58,725 | 4,109 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 56,607 | 3,961 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 53,794 | 3,816 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Handelsbanken Fonder AB | History | No change | 53,004 | 3,709 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 51,518 | 3,605 | 0.05% | 0.05% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 50,791 | 3,554 | 0.05% | 0.05% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 50,698 | 3,547 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EULAV Asset Management | History | No change | 55,000 | 3,503 | 0.13% | 0.12% | 179 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Caption Management, LLC | History | No change | 50,000 | 3,499 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 49,674 | 3,476 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIM, LLC | History | No change | 49,569 | 3,468 | 0.45% | 0.45% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIROVA | History | No change | 49,460 | 3,461 | 0.13% | 0.13% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Emmett Investment Management, LP | History | No change | 47,950 | 3,442 | 2.41% | 2.41% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 49,099 | 3,435 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pacer Advisors, Inc. | History | No change | 48,981 | 3,428 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 48,297 | 3,379 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 48,000 | 3,359 | 0.08% | 0.08% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 52,639 | 3,353 | 0.03% | 0.04% | 189 | -7,090 | -11.87% | Q3 2026 | Oct 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 47,732 | 3,340 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 46,238 | 3,235 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 46,060 | 3,223 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HALL LAURIE J TRUSTEE | History | Reduced | 49,045 | 3,124 | 1.0% | 1.15% | 193 | -3,955 | -7.46% | Q3 2026 | Oct 06, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 44,418 | 3,108 | 0.04% | 0.04% | 194 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FIDUCIARY TRUST CO | History | No change | 44,045 | 3,082 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 43,497 | 3,043 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oxbow Advisors, LLC | History | No change | 43,063 | 3,013 | 0.24% | 0.24% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 46,758 | 2,978 | 0.01% | 0.01% | 198 | -3,582 | -7.12% | Q3 2026 | Nov 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 41,907 | 2,932 | 0.18% | 0.18% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 41,600 | 2,911 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | No change | 40,744 | 2,851 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 39,809 | 2,785 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 43,327 | 2,751 | 0.0% | 0.0% | 204 | -1,388 | -3.1% | Q3 2026 | Nov 03, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 39,316 | 2,751 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 43,004 | 2,739 | 0.01% | 0.01% | 205 | +2,328 | 5.72% | Q3 2026 | Nov 03, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 42,900 | 2,732 | 0.04% | 0.05% | 206 | -4,200 | -8.92% | Q3 2026 | Oct 20, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 37,165 | 2,600 | 0.15% | 0.15% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Reduced | 40,811 | 2,599 | 0.01% | 0.02% | 208 | -2,540 | -5.86% | Q3 2026 | Nov 03, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 40,784 | 2,597 | 0.18% | 0.13% | 209 | +12,572 | 44.56% | Q3 2026 | Oct 26, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 40,527 | 2,580 | 0.03% | 0.03% | 210 | -2,097 | -4.92% | Q3 2026 | Oct 15, 2026 |
| KBC Group NV | History | Reduced | 40,208 | 2,561 | 0.01% | 0.01% | 211 | -1,707 | -4.07% | Q3 2026 | Oct 22, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 36,234 | 2,535 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 35,711 | 2,499 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Oak Thistle LLC | History | Added to | 38,123 | 2,428 | 0.22% | 0.15% | 214 | +15,229 | 66.52% | Q3 2026 | Oct 21, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 37,544 | 2,391 | 0.03% | 0.03% | 215 | -7,078 | -15.86% | Q3 2026 | Oct 22, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 33,637 | 2,353 | 0.1% | 0.1% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 33,599 | 2,351 | 0.06% | 0.06% | 217 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 31,551 | 2,207 | 0.04% | 0.04% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 34,480 | 2,196 | 0.01% | 0.01% | 219 | -4,083 | -10.59% | Q3 2026 | Nov 03, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 33,916 | 2,160 | 0.01% | 0.01% | 220 | -3,800 | -10.08% | Q3 2026 | Oct 27, 2026 |
| Hixon Zuercher, LLC | History | Added to | 33,599 | 2,140 | 0.62% | 0.67% | 221 | +1,015 | 3.12% | Q3 2026 | Oct 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 33,535 | 2,136 | 0.06% | 0.06% | 222 | +4,554 | 15.71% | Q3 2026 | Oct 13, 2026 |
| Promethos Capital, LLC | History | No change | 30,320 | 2,121 | 0.58% | 0.58% | 223 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASTERINVEST Kapitalanlage GmbH | History | No change | 32,700 | 2,082 | 0.18% | 0.2% | 224 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 29,645 | 2,074 | 0.06% | 0.06% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 28,455 | 1,990 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 28,136 | 1,968 | 0.08% | 0.08% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Numerai GP LLC | History | No change | 27,782 | 1,944 | 0.16% | 0.16% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 29,882 | 1,903 | 0.02% | 0.03% | 229 | -3,400 | -10.22% | Q3 2026 | Oct 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 27,148 | 1,899 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| USS Investment Management Ltd | History | No change | 27,000 | 1,889 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 26,405 | 1,847 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 26,384 | 1,846 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | No change | 26,297 | 1,840 | 0.11% | 0.11% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 28,827 | 1,836 | 0.07% | 0.06% | 235 | +3,112 | 12.1% | Q3 2026 | Oct 30, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 25,282 | 1,769 | 0.28% | 0.28% | 236 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SG Americas Securities, LLC | History | No change | 25,084 | 1,755 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 27,069 | 1,724 | 0.0% | 0.0% | 238 | +972 | 3.72% | Q3 2026 | Oct 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 24,572 | 1,719 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 24,379 | 1,706 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 26,274 | 1,673 | 0.01% | 0.01% | 241 | +8,113 | 44.67% | Q3 2026 | Nov 04, 2026 |
| Summit Trail Advisors, LLC | History | No change | 23,844 | 1,668 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| South Dakota Investment Council | History | No change | 23,725 | 1,660 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 23,660 | 1,655 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 25,924 | 1,651 | 0.04% | 0.05% | 245 | +62 | 0.24% | Q3 2026 | Nov 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 25,825 | 1,645 | 0.0% | 0.0% | 246 | -1,986 | -7.14% | Q3 2026 | Nov 02, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 23,200 | 1,623 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 23,075 | 1,614 | 0.05% | 0.05% | 248 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XPONANCE LLC | History | Reduced | 25,073 | 1,597 | 0.01% | 0.01% | 249 | -2,940 | -10.5% | Q3 2026 | Nov 03, 2026 |
| INVESTMENT HOUSE LLC | History | New | 24,551 | 1,563 | 0.07% | — | 250 | +24,551 | New | Q3 2026 | Oct 21, 2026 |
| IFP Advisors, Inc | History | Added to | 23,444 | 1,493 | 0.03% | 0.03% | 251 | +3,359 | 16.72% | Q3 2026 | Oct 16, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 23,422 | 1,492 | 0.03% | 0.04% | 252 | -8,872 | -27.47% | Q3 2026 | Nov 03, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 21,252 | 1,487 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| L2 Asset Management, LLC | History | No change | 21,119 | 1,477 | 0.15% | 0.15% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 21,111 | 1,477 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 22,821 | 1,453 | 0.19% | 0.14% | 256 | +8,135 | 55.39% | Q3 2026 | Oct 28, 2026 |
| HighTower Advisors, LLC | History | No change | 20,668 | 1,446 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 22,671 | 1,444 | 0.28% | 0.28% | 258 | +1,800 | 8.62% | Q3 2026 | Oct 20, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 20,279 | 1,419 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 20,185 | 1,412 | 0.05% | 0.05% | 260 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Horizon Investment Services, LLC | History | No change | 20,124 | 1,408 | 0.39% | 0.39% | 261 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,659 | 1,379 | 0.0% | 0.0% | 262 | +14,347 | 196.21% | Q3 2026 | Nov 02, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 19,614 | 1,372 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 20,847 | 1,327 | 0.0% | 0.01% | 264 | -10,623 | -33.76% | Q3 2026 | Oct 20, 2026 |
| Walleye Trading LLC | History | No change | 18,629 | 1,303 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 111 Capital | History | New | 19,944 | 1,270 | 0.19% | — | 266 | +19,944 | New | Q3 2026 | Nov 03, 2026 |
| BROWN ADVISORY INC | History | No change | 18,145 | 1,269 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Reduced | 19,662 | 1,252 | 0.97% | 1.06% | 268 | -57 | -0.29% | Q3 2026 | Oct 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 19,621 | 1,249 | 0.01% | 0.01% | 269 | +6,498 | 49.52% | Q3 2026 | Oct 23, 2026 |
| ALLSTATE CORP | History | No change | 17,761 | 1,242 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 17,748 | 1,241 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 19,436 | 1,238 | 0.0% | 0.01% | 272 | +3,446 | 21.55% | Q3 2026 | Oct 28, 2026 |
| NWAM LLC | History | No change | 17,667 | 1,236 | 0.06% | 0.06% | 273 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 19,272 | 1,227 | 0.11% | 0.13% | 274 | -1,005 | -4.96% | Q3 2026 | Oct 26, 2026 |
| NewEdge Advisors, LLC | History | No change | 17,377 | 1,216 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 17,165 | 1,201 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| &PARTNERS | History | No change | 16,700 | 1,171 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bull Harbor Capital LLC | History | No change | 16,617 | 1,162 | 0.23% | 0.23% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Counsel, Inc | History | Reduced | 17,886 | 1,139 | 0.12% | 0.15% | 279 | -2,000 | -10.06% | Q3 2026 | Oct 20, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 17,052 | 1,086 | 0.42% | 0.44% | 280 | -555 | -3.15% | Q3 2026 | Oct 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 15,205 | 1,064 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 15,016 | 1,050 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 16,409 | 1,045 | 0.02% | 0.03% | 283 | -7,103 | -30.21% | Q3 2026 | Nov 04, 2026 |
| HB Wealth Management, LLC | History | Added to | 18,304 | 1,041 | 0.01% | 0.0% | 284 | +7,575 | 70.6% | Q3 2026 | Oct 23, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 14,781 | 1,034 | 0.1% | 0.1% | 285 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Walleye Capital LLC | History | No change | 14,775 | 1,033 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Freestone Grove Partners LP | History | No change | 14,630 | 1,023 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 14,591 | 1,020 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 14,572 | 1,019 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 14,519 | 1,016 | 0.17% | 0.17% | 290 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bleakley Financial Group, LLC | History | No change | 14,526 | 1,016 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 15,841 | 1,009 | 0.02% | 0.02% | 293 | -1,496 | -8.63% | Q3 2026 | Oct 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 14,412 | 1,009 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | No change | 14,387 | 1,006 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 15,217 | 969 | 0.01% | 0.03% | 295 | -17,192 | -53.05% | Q3 2026 | Oct 09, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 13,836 | 968 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | Reduced | 15,008 | 956 | 0.01% | 0.01% | 297 | -2,333 | -13.45% | Q3 2026 | Oct 28, 2026 |
| Ethic Inc. | History | Reduced | 14,910 | 949 | 0.01% | 0.02% | 298 | -2,589 | -14.8% | Q3 2026 | Nov 03, 2026 |
| COMMERCE BANK | History | No change | 13,412 | 938 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 13,171 | 921 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | No change | 13,035 | 912 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 11,924 | 905 | 0.03% | 0.03% | 302 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 12,562 | 879 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FEDERATED HERMES, INC. | History | No change | 12,445 | 870 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 13,460 | 857 | 0.02% | 0.02% | 305 | -1,121 | -7.69% | Q3 2026 | Oct 23, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 12,175 | 852 | 0.11% | 0.11% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 12,158 | 850 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| US BANCORP \DE\ | History | No change | 12,141 | 849 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 12,082 | 845 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 11,849 | 829 | 0.08% | 0.08% | 310 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WINTON GROUP Ltd | History | No change | 11,700 | 818 | 0.03% | 0.03% | 311 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Machina Capital S.A.S. | History | No change | 11,470 | 802 | 0.13% | 0.13% | 312 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Krilogy Financial LLC | History | Reduced | 12,069 | 797 | 0.02% | 0.04% | 313 | -5,286 | -30.46% | Q3 2026 | Oct 13, 2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | History | No change | 11,328 | 792 | 0.67% | 0.67% | 314 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 12,392 | 789 | 0.05% | 0.06% | 315 | +192 | 1.57% | Q3 2026 | Oct 22, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 11,602 | 775 | 0.02% | 0.02% | 316 | -291 | -2.45% | Q3 2026 | Oct 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 11,020 | 771 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 10,929 | 764 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Curi Capital, LLC | History | No change | 10,768 | 753 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | No change | 10,679 | 747 | 0.08% | 0.08% | 320 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 11,624 | 740 | 0.02% | 0.01% | 321 | +5,741 | 97.59% | Q3 2026 | Oct 22, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 11,448 | 729 | 0.01% | 0.01% | 322 | -62 | -0.54% | Q3 2026 | Oct 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 10,327 | 722 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaGrep UK Ltd | History | No change | 10,310 | 721 | 0.21% | 0.21% | 324 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blueshift Asset Management, LLC | History | No change | 10,213 | 714 | 0.17% | 0.17% | 325 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 10,999 | 702 | 0.0% | 0.0% | 326 | +732 | 7.13% | Q3 2026 | Oct 16, 2026 |
| Sivia Capital Partners, LLC | History | No change | 9,969 | 697 | 0.08% | 0.08% | 327 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EntryPoint Capital, LLC | History | No change | 9,659 | 675 | 0.16% | 0.16% | 328 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Convergence Financial, LLC | History | New | 10,580 | 673 | 0.09% | — | 329 | +10,580 | New | Q3 2026 | Oct 27, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 10,504 | 669 | 0.21% | 0.15% | 331 | +2,104 | 25.05% | Q3 2026 | Oct 20, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 10,046 | 669 | 0.02% | 0.02% | 330 | -2,101 | -17.3% | Q3 2026 | Oct 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,433 | 660 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 9,220 | 645 | 0.04% | 0.04% | 333 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 9,194 | 643 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 9,132 | 639 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 9,906 | 631 | 0.1% | 0.1% | 336 | +1,429 | 16.86% | Q3 2026 | Oct 27, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 9,791 | 623 | 0.0% | 0.0% | 337 | -4,762 | -32.72% | Q3 2026 | Nov 03, 2026 |
| Genus Capital Management Inc. | History | Reduced | 9,595 | 611 | 0.06% | 0.36% | 338 | -42,885 | -81.72% | Q3 2026 | Nov 04, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 8,628 | 600 | 0.01% | 0.02% | 339 | -5,838 | -40.36% | Q3 2026 | Oct 26, 2026 |
| AlphaCore Capital LLC | History | Added to | 9,398 | 598 | 0.01% | 0.01% | 340 | +4,425 | 88.98% | Q3 2026 | Nov 04, 2026 |
| AMJ Financial Wealth Management | History | No change | 7,117 | 595 | 0.14% | 0.14% | 341 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 8,496 | 594 | 0.03% | 0.03% | 342 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 9,312 | 593 | 0.13% | 0.12% | 343 | +1,206 | 14.88% | Q3 2026 | Oct 08, 2026 |
| Janney Montgomery Scott LLC | History | No change | 8,295 | 581 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 8,053 | 563 | 0.07% | 0.07% | 345 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Utah Retirement Systems | History | No change | 8,032 | 562 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 7,809 | 546 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | New | 8,421 | 536 | 0.01% | — | 348 | +8,421 | New | Q3 2026 | Nov 03, 2026 |
| Waverly Advisors, LLC | History | No change | 7,608 | 532 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 7,589 | 531 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 7,598 | 531 | 0.18% | 0.18% | 351 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 7,565 | 529 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Maryland State Retirement & Pension System | History | No change | 7,513 | 525 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 8,239 | 524 | 0.01% | 0.01% | 355 | -29 | -0.35% | Q3 2026 | Nov 03, 2026 |
| DnB Asset Management AS | History | No change | 7,494 | 524 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,044 | 512 | 0.0% | 0.0% | 356 | +3,123 | 63.46% | Q3 2026 | Oct 08, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 7,311 | 511 | 0.06% | 0.06% | 357 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS CAPITAL MANAGEMENT, LLC | History | No change | 8,000 | 509 | 0.07% | 0.08% | 358 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 7,285 | 509 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 7,145 | 500 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 7,125 | 498 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 7,069 | 494 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 6,957 | 486 | 0.03% | 0.03% | 363 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 7,548 | 480 | 0.02% | 0.02% | 364 | +195 | 2.65% | Q3 2026 | Nov 04, 2026 |
| R Squared Ltd | History | No change | 6,717 | 470 | 0.25% | 0.25% | 365 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | Added to | 7,375 | 469 | 0.0% | 0.0% | 366 | +3,580 | 94.33% | Q3 2026 | Oct 15, 2026 |
| iA Global Asset Management Inc. | History | Reduced | 7,324 | 467 | 0.01% | 0.01% | 367 | -311 | -4.07% | Q3 2026 | Oct 29, 2026 |
| Advisory Services Network, LLC | History | No change | 6,482 | 453 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Apriem Advisors | History | No change | 6,468 | 452 | 0.04% | 0.04% | 369 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 6,415 | 448 | 0.02% | 0.02% | 370 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AdvisorShares Investments LLC | History | No change | 6,340 | 443 | 0.05% | 0.05% | 371 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 6,819 | 434 | 0.05% | 0.06% | 372 | -20 | -0.29% | Q3 2026 | Nov 04, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | No change | 6,198 | 433 | 0.03% | 0.03% | 373 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | No change | 6,718 | 427 | 0.03% | 0.03% | 374 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 6,631 | 422 | 0.1% | 0.11% | 375 | +478 | 7.77% | Q3 2026 | Oct 19, 2026 |
| AVIVA PLC | History | No change | 5,986 | 418 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 5,817 | 407 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitlin John, LLC | History | No change | 5,761 | 403 | 0.22% | 0.22% | 378 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Rothschild Wealth LLC | History | No change | 5,739 | 401 | 0.03% | 0.03% | 379 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compound Planning, Inc. | History | No change | 5,739 | 401 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 5,704 | 399 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 6,224 | 396 | 0.0% | 0.0% | 382 | +1 | 0.02% | Q3 2026 | Nov 04, 2026 |
| Corient IA LP | History | No change | 5,650 | 395 | 0.36% | 0.36% | 383 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 6,121 | 389 | 0.0% | 0.01% | 384 | -5,321 | -46.5% | Q3 2026 | Oct 13, 2026 |
| Curated Wealth Partners LLC | History | New | 6,089 | 387 | 0.03% | — | 386 | +6,089 | New | Q3 2026 | Oct 15, 2026 |
| Intrua Financial, LLC | History | Added to | 6,087 | 387 | 0.04% | 0.04% | 385 | +34 | 0.56% | Q3 2026 | Oct 28, 2026 |
| Eagle Bay Advisors LLC | History | No change | 6,000 | 382 | 0.28% | 0.31% | 387 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Savant Capital, LLC | History | No change | 5,118 | 381 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nykredit A/S | History | No change | 5,448 | 381 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | No change | 5,980 | 380 | 0.03% | 0.03% | 390 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Jump Financial, LLC | History | No change | 5,400 | 377 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 5,361 | 375 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 5,334 | 373 | 0.03% | 0.03% | 393 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 5,851 | 372 | 0.0% | 0.0% | 394 | -540 | -8.45% | Q3 2026 | Oct 27, 2026 |
| Caldwell Trust Co | History | Added to | 5,809 | 370 | 0.03% | 0.03% | 395 | +727 | 14.31% | Q3 2026 | Oct 30, 2026 |
| Parcion Private Wealth LLC | History | Added to | 5,808 | 369 | 0.02% | 0.02% | 396 | +60 | 1.04% | Q3 2026 | Oct 28, 2026 |
| STACKSTONE WEALTH, LLC | History | New | 5,785 | 368 | 0.04% | — | 397 | +5,785 | New | Q3 2026 | Oct 19, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 5,767 | 367 | 0.16% | 0.11% | 398 | +1,892 | 48.83% | Q3 2026 | Oct 23, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 5,231 | 366 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kera Capital Partners, Inc. | History | No change | 5,238 | 366 | 0.04% | 0.04% | 400 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEEDS INVESTOR LLC | History | No change | 5,211 | 364 | 0.04% | 0.04% | 401 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 5,159 | 361 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 5,590 | 356 | 0.01% | 0.01% | 403 | -1,669 | -22.99% | Q3 2026 | Oct 22, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 5,533 | 352 | 0.02% | 0.02% | 404 | -589 | -9.62% | Q3 2026 | Oct 28, 2026 |
| ProShare Advisors LLC | History | Reduced | 5,489 | 349 | 0.0% | 0.0% | 405 | -863 | -13.59% | Q3 2026 | Oct 28, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 4,900 | 343 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARSHALL WACE, LLP | History | No change | 4,858 | 339 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 5,118 | 326 | 0.01% | 0.01% | 408 | -300 | -5.54% | Q3 2026 | Oct 08, 2026 |
| Frec Markets, Inc. | History | No change | 4,595 | 321 | 0.03% | 0.03% | 409 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 5,011 | 319 | 0.01% | 0.01% | 410 | -118 | -2.3% | Q3 2026 | Oct 27, 2026 |
| Baird Financial Group, Inc. | History | No change | 4,565 | 319 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Reduced | 5,001 | 318 | 0.15% | 0.17% | 413 | -144 | -2.8% | Q3 2026 | Oct 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 5,002 | 318 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| CIBC Asset Management Inc | History | No change | 4,962 | 316 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 4,488 | 314 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 4,901 | 312 | 0.0% | — | 416 | +4,901 | New | Q3 2026 | Oct 21, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 4,417 | 309 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ballentine Partners, LLC | History | No change | 4,429 | 309 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Westmount Partners, LLC | History | No change | 4,414 | 308 | 0.07% | 0.07% | 419 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Simplicity Wealth,LLC | History | New | 4,770 | 303 | 0.01% | — | 420 | +4,770 | New | Q3 2026 | Oct 23, 2026 |
| Brevan Howard Capital Management LP | History | No change | 4,270 | 298 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perpetual Ltd | History | Added to | 4,671 | 297 | 0.0% | 0.0% | 422 | +871 | 22.92% | Q3 2026 | Oct 13, 2026 |
| Harrington Investments, INC | History | New | 4,635 | 295 | 0.14% | — | 423 | +4,635 | New | Q3 2026 | Oct 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 4,623 | 294 | 0.01% | — | 425 | +4,623 | New | Q3 2026 | Oct 13, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 4,200 | 294 | 0.02% | 0.02% | 424 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| North Dakota State Investment Board | History | Reduced | 4,612 | 293 | 0.01% | 0.01% | 427 | -161 | -3.37% | Q3 2026 | Oct 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,199 | 293 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 4,103 | 287 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 4,500 | 286 | 0.02% | 0.02% | 429 | -6 | -0.13% | Q3 2026 | Nov 04, 2026 |
| denkapparat Operations GmbH | History | No change | 4,026 | 281 | 0.09% | 0.09% | 430 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,015 | 280 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 4,007 | 280 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 4,103 | 279 | 0.16% | 0.16% | 433 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Savvy Advisors, Inc. | History | No change | 3,992 | 279 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 3,981 | 278 | 0.02% | 0.02% | 435 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chemistry Wealth Management LLC | History | No change | 4,363 | 277 | 0.04% | 0.05% | 436 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Axxion S.A. | History | Added to | 4,322 | 275 | 0.02% | 0.02% | 437 | +471 | 12.23% | Q3 2026 | Oct 22, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 4,313 | 274 | 0.0% | 0.0% | 438 | -34 | -0.78% | Q3 2026 | Oct 20, 2026 |
| BFC Planning, Inc. | History | No change | 3,884 | 271 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 4,219 | 268 | 0.06% | — | 441 | +4,219 | New | Q3 2026 | Oct 13, 2026 |
| Marion Wealth Management | History | Added to | 4,210 | 268 | 0.05% | 0.05% | 440 | +716 | 20.49% | Q3 2026 | Oct 21, 2026 |
| WESTPAC BANKING CORP | History | No change | 3,800 | 265 | 0.02% | 0.02% | 442 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,151 | 264 | 0.01% | 0.01% | 443 | -481 | -10.38% | Q3 2026 | Oct 22, 2026 |
| Modera Wealth Management, LLC | History | No change | 4,151 | 264 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 4,124 | 262 | 0.01% | — | 446 | +4,124 | New | Q3 2026 | Oct 16, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 3,758 | 262 | 0.06% | 0.06% | 445 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 4,107 | 261 | 0.01% | — | 448 | +4,107 | New | Q3 2026 | Oct 21, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 3,705 | 261 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Diversified Enterprises, LLC | History | Added to | 4,093 | 260 | 0.01% | 0.01% | 450 | +203 | 5.22% | Q3 2026 | Oct 19, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | No change | 3,727 | 260 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 4,064 | 258 | 0.0% | 0.0% | 451 | -2,171 | -34.82% | Q3 2026 | Nov 04, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | No change | 3,698 | 258 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Procyon Advisors, LLC | History | Reduced | 4,011 | 255 | 0.01% | 0.02% | 453 | -1,186 | -22.82% | Q3 2026 | Oct 21, 2026 |
| BAILARD, INC. | History | No change | 4,000 | 254 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 3,612 | 252 | 0.05% | 0.05% | 455 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VestGen Advisors, LLC | History | New | 3,927 | 250 | 0.01% | — | 456 | +3,927 | New | Q3 2026 | Oct 27, 2026 |
| Essential Partners LLC | History | Reduced | 3,905 | 248 | 0.11% | 0.2% | 457 | -2,236 | -36.41% | Q3 2026 | Oct 14, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 3,767 | 244 | 0.1% | 0.1% | 458 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 3,450 | 241 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Added to | 3,767 | 240 | 0.01% | 0.01% | 460 | +357 | 10.47% | Q3 2026 | Nov 03, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 3,440 | 240 | 0.05% | 0.05% | 461 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Empower Advisory Group, LLC | History | No change | 3,440 | 240 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Symmetry Partners, LLC | History | New | 3,758 | 239 | 0.01% | — | 464 | +3,758 | New | Q3 2026 | Oct 27, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 3,421 | 239 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| waypoint wealth counsel | History | Added to | 3,709 | 236 | 0.14% | 0.16% | 465 | +87 | 2.4% | Q3 2026 | Oct 22, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 3,659 | 233 | 0.01% | 0.01% | 466 | +717 | 24.37% | Q3 2026 | Oct 13, 2026 |
| Park Capital Management, LLC / WI | History | New | 3,653 | 232 | 0.12% | — | 467 | +3,653 | New | Q3 2026 | Oct 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 3,264 | 228 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYON CAPITAL LLC | History | No change | 3,260 | 228 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,539 | 225 | 0.0% | 0.0% | 470 | -5,710 | -61.74% | Q3 2026 | Nov 02, 2026 |
| Claret Asset Management Corp | History | No change | 3,194 | 223 | 0.02% | 0.02% | 471 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,464 | 220 | 0.0% | 0.0% | 472 | +127 | 3.81% | Q3 2026 | Nov 04, 2026 |
| ALTFEST L J & CO INC | History | Added to | 3,438 | 219 | 0.02% | 0.02% | 473 | +41 | 1.21% | Q3 2026 | Oct 27, 2026 |
| NIA IMPACT ADVISORS, LLC | History | No change | 3,402 | 216 | 0.09% | 0.1% | 474 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 3,389 | 215 | 0.09% | 0.11% | 475 | +219 | 6.91% | Q3 2026 | Oct 19, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 3,340 | 212 | 0.0% | 0.0% | 477 | -62 | -1.82% | Q3 2026 | Oct 16, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 3,035 | 212 | 0.02% | 0.02% | 476 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 3,043 | 212 | 0.02% | 0.02% | 478 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,299 | 210 | 0.0% | 0.0% | 480 | -717 | -17.85% | Q3 2026 | Oct 15, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 3,299 | 210 | 0.01% | 0.01% | 481 | -94 | -2.77% | Q3 2026 | Oct 16, 2026 |
| JACOBS & CO/CA | History | No change | 3,300 | 210 | 0.02% | 0.02% | 479 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 3,000 | 209 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DV Trading LLC | History | No change | 3,000 | 209 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Napier Financial, LLC | History | No change | 2,928 | 204 | 0.04% | 0.04% | 484 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Composition Wealth, LLC | History | No change | 2,914 | 203 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 3,162 | 201 | 0.03% | 0.04% | 487 | +115 | 3.77% | Q3 2026 | Nov 02, 2026 |
| Synergy Financial Group, LTD | History | No change | 2,880 | 201 | 0.14% | 0.14% | 486 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clearwave Capital, LLC | History | New | 3,143 | 200 | 0.11% | — | 489 | +3,143 | New | Q3 2026 | Oct 27, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 3,153 | 200 | 0.01% | 0.01% | 488 | -505 | -13.81% | Q3 2026 | Oct 28, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 3,053 | 194 | 0.0% | 0.0% | 490 | -1,201 | -28.23% | Q3 2026 | Oct 23, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,860 | 182 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 2,513 | 175 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HURRICANE CAPITAL ADVISORS LLC | History | No change | 2,129 | 148 | 0.04% | 0.04% | 493 | 0 | 0.0% | Q2 2026 | Nov 03, 2026 |
| UMB Bank, n.a. | History | No change | 2,076 | 145 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,000 | 139 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Putney Financial Group LLC | History | New | 2,028 | 129 | 0.1% | — | 496 | +2,028 | New | Q3 2026 | Oct 30, 2026 |
| STRS OHIO | History | Reduced | 1,976 | 125 | 0.0% | 0.0% | 497 | -2,516 | -56.01% | Q3 2026 | Oct 30, 2026 |
| Leonteq Securities AG | History | Reduced | 1,861 | 118 | 0.0% | 0.02% | 498 | -5,904 | -76.03% | Q3 2026 | Oct 29, 2026 |
| Fortitude Family Office, LLC | History | Added to | 1,732 | 110 | 0.02% | 0.01% | 499 | +1,142 | 193.56% | Q3 2026 | Oct 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 1,530 | 107 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 1,465 | 102 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Reduced | 1,555 | 99 | 0.0% | 0.0% | 502 | -89 | -5.41% | Q3 2026 | Oct 21, 2026 |
| VEGA INVESTMENT SOLUTIONS | History | No change | 1,420 | 99 | 0.01% | 0.01% | 503 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,401 | 98 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blume Capital Management, Inc. | History | No change | 1,505 | 95 | 0.01% | 0.02% | 505 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 1,480 | 94 | 0.0% | 0.0% | 506 | +140 | 10.45% | Q3 2026 | Oct 29, 2026 |
| Quantum Portfolio Management LLC | History | No change | 1,350 | 94 | 0.03% | 0.03% | 507 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WPG Advisers, LLC | History | Reduced | 1,414 | 90 | 0.05% | 0.06% | 508 | -16 | -1.12% | Q3 2026 | Oct 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,375 | 87 | 0.01% | 0.0% | 509 | +1,078 | 362.96% | Q3 2026 | Oct 26, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,182 | 82 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,118 | 79 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grove Bank & Trust | History | No change | 1,200 | 76 | 0.01% | 0.01% | 512 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Essential Investment Partners LLC | History | No change | 1,186 | 75 | 0.05% | 0.07% | 513 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Westfuller Advisors, LLC | History | No change | 1,037 | 72 | 0.03% | 0.03% | 514 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STEPH & CO | History | New | 1,072 | 68 | 0.02% | — | 516 | +1,072 | New | Q3 2026 | Oct 07, 2026 |
| Covestor Ltd | History | Reduced | 1,062 | 68 | 0.04% | 0.05% | 515 | -54 | -4.84% | Q3 2026 | Oct 30, 2026 |
| Hilltop National Bank | History | No change | 1,058 | 67 | 0.01% | 0.02% | 517 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 953 | 66 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bayforest Capital Ltd | History | Added to | 1,004 | 63 | 0.09% | 0.02% | 519 | +671 | 201.5% | Q3 2026 | Nov 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 864 | 61 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 956 | 60 | 0.0% | — | 522 | +956 | New | Q3 2026 | Oct 30, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 952 | 60 | 0.0% | 0.0% | 521 | +800 | 526.32% | Q3 2026 | Oct 27, 2026 |
| Compass Wealth Management LLC | History | New | 930 | 59 | 0.01% | — | 523 | +930 | New | Q3 2026 | Oct 22, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 924 | 58 | 0.0% | 0.01% | 524 | +3 | 0.33% | Q3 2026 | Oct 20, 2026 |
| Quarry LP | History | No change | 816 | 57 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 881 | 56 | 0.01% | 0.02% | 526 | -587 | -39.99% | Q3 2026 | Oct 13, 2026 |
| WHITTIER TRUST CO | History | No change | 760 | 55 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BESSEMER GROUP INC | History | No change | 687 | 49 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 750 | 47 | 0.01% | 0.01% | 529 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 655 | 45 | 0.01% | 0.01% | 530 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| PROFFITT & GOODSON INC | History | No change | 600 | 41 | 0.01% | 0.01% | 531 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Root Financial Partners, LLC | History | New | 643 | 40 | 0.0% | — | 532 | +643 | New | Q3 2026 | Oct 21, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 600 | 38 | 0.02% | 0.02% | 533 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 535 | 37 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 443 | 31 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Community Financial Services Group, LLC | History | No change | 500 | 31 | 0.0% | 0.01% | 536 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 471 | 30 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 457 | 29 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 428 | 27 | 0.01% | 0.01% | 539 | +1 | 0.23% | Q3 2026 | Oct 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 360 | 26 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 364 | 25 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 379 | 24 | 0.0% | 0.0% | 542 | -245 | -39.26% | Q3 2026 | Oct 05, 2026 |
| Centerpoint Advisors, LLC | History | No change | 311 | 22 | 0.01% | 0.01% | 543 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 350 | 22 | 0.01% | 0.01% | 544 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Dogwood Wealth Management LLC | History | No change | 295 | 20 | 0.01% | 0.01% | 545 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 266 | 19 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NATIXIS | History | No change | 275 | 19 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 305 | 19 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Elyxium Wealth, LLC | History | New | 268 | 17 | 0.0% | — | 550 | +268 | New | Q3 2026 | Oct 27, 2026 |
| North Star Investment Management Corp. | History | No change | 276 | 17 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MATHER GROUP, LLC. | History | Added to | 252 | 16 | 0.0% | 0.0% | 553 | +44 | 21.15% | Q3 2026 | Oct 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 238 | 16 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 258 | 16 | 0.01% | 0.01% | 552 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 243 | 15 | 0.0% | 0.0% | 554 | -233 | -48.95% | Q3 2026 | Oct 08, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 221 | 15 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Downshift Financial, LLC | History | New | 232 | 14 | 0.01% | — | 556 | +232 | New | Q3 2026 | Oct 13, 2026 |
| Key FInancial Inc | History | No change | 216 | 13 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| EASTERN BANK | History | New | 190 | 12 | 0.0% | — | 560 | +190 | New | Q3 2026 | Oct 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 200 | 12 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Rossby Financial, LCC | History | No change | 176 | 12 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 180 | 11 | 0.0% | 0.01% | 561 | -739 | -80.41% | Q3 2026 | Nov 04, 2026 |
| Activest Wealth Management | History | Reduced | 180 | 11 | 0.0% | 0.0% | 563 | -107 | -37.28% | Q3 2026 | Oct 15, 2026 |
| GW&K Investment Management, LLC | History | No change | 162 | 11 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bare Financial Services, Inc | History | Reduced | 145 | 9 | 0.0% | 0.0% | 568 | -67 | -31.6% | Q3 2026 | Nov 04, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 155 | 9 | 0.0% | 0.0% | 567 | -7 | -4.32% | Q3 2026 | Oct 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 139 | 9 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 144 | 9 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CVA Family Office, LLC | History | No change | 142 | 9 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 132 | 8 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 119 | 8 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mascoma Wealth Management LLC | History | New | 110 | 7 | 0.0% | — | 571 | +110 | New | Q3 2026 | Oct 23, 2026 |
| Ascentis Independent Advisors | History | New | 101 | 6 | 0.0% | — | 578 | +101 | New | Q3 2026 | Nov 03, 2026 |
| Concord Wealth Partners | History | New | 100 | 6 | 0.0% | — | 577 | +100 | New | Q3 2026 | Oct 30, 2026 |
| Clark Wealth Partners | History | New | 98 | 6 | 0.0% | — | 579 | +98 | New | Q3 2026 | Oct 16, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 101 | 6 | 0.0% | 0.0% | 574 | +84 | 494.12% | Q3 2026 | Oct 29, 2026 |
| American Capital Advisory, LLC | History | Reduced | 104 | 6 | 0.0% | 0.0% | 575 | -3 | -2.8% | Q3 2026 | Oct 28, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 104 | 6 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 101 | 6 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Millstone Evans Group, LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | Reduced | 81 | 5 | 0.0% | 0.01% | 584 | -1,105 | -93.17% | Q3 2026 | Oct 01, 2026 |
| Manchester Capital Management LLC | History | Added to | 88 | 5 | 0.0% | 0.0% | 581 | +2 | 2.33% | Q3 2026 | Oct 22, 2026 |
| WEBSTER BANK, N. A. | History | No change | 79 | 5 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Anchor Investment Management, LLC | History | No change | 75 | 5 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Clearstead Trust, LLC | History | No change | 81 | 5 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vision Retirement, LLC | History | No change | 85 | 5 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Altshuler Shaham Ltd | History | No change | 58 | 4 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 56 | 4 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| High Note Wealth, LLC | History | No change | 76 | 4 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 75 | 4 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 78 | 4 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| JPL Wealth Management, LLC | History | No change | 62 | 4 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | New | 51 | 3 | 0.0% | — | 597 | +51 | New | Q3 2026 | Oct 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 62 | 3 | 0.0% | 0.0% | 593 | -44 | -41.51% | Q3 2026 | Oct 28, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 56 | 3 | 0.0% | 0.0% | 594 | -32 | -36.36% | Q3 2026 | Oct 28, 2026 |
| Cromwell Holdings LLC | History | Added to | 57 | 3 | 0.0% | 0.0% | 595 | +24 | 72.73% | Q3 2026 | Oct 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 48 | 3 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sachetta, LLC | History | No change | 55 | 3 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BOKF, NA | History | New | 40 | 2 | 0.0% | — | 609 | +40 | New | Q3 2026 | Oct 27, 2026 |
| Hughes Financial Services, LLC | History | Added to | 29 | 2 | 0.0% | 0.0% | 607 | +13 | 81.25% | Q3 2026 | Oct 30, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 34 | 2 | 0.0% | 0.0% | 599 | +8 | 30.77% | Q3 2026 | Nov 03, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 40 | 2 | 0.0% | 0.0% | 602 | -7 | -14.89% | Q3 2026 | Oct 20, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 36 | 2 | 0.0% | 0.0% | 605 | +7 | 24.14% | Q3 2026 | Oct 27, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 37 | 2 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Continuum Advisory, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NFSG Corp | History | No change | 35 | 2 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rialto Wealth Management, LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GK Wealth Management LLC | History | New | 24 | 1 | 0.0% | — | 623 | +24 | New | Q3 2026 | Oct 09, 2026 |
| William Mack & Associates, Inc. | History | New | 21 | 1 | 0.0% | — | 624 | +21 | New | Q3 2026 | Oct 27, 2026 |
| COUNTRY TRUST BANK | History | New | 17 | 1 | 0.0% | — | 622 | +17 | New | Q3 2026 | Oct 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 16 | 1 | 0.0% | — | 621 | +16 | New | Q3 2026 | Oct 23, 2026 |
| CX Institutional | History | Added to | 17 | 1 | 0.0% | 0.0% | 612 | +3 | 21.43% | Q3 2026 | Oct 02, 2026 |
| FIRST HORIZON CORP | History | No change | 23 | 1 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 20 | 1 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dunhill Financial, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 27 | 1 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 16 | 1 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kilter Group LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HFM Investment Advisors, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Burk Holdings LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Cornerstone Financial Management LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Robeco Institutional Asset Management B.V. | History | Closed out | 0 | 0 | — | 0.05% | — | -595,684 | -100.0% | Q3 2026 | Oct 20, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Closed out | 0 | 0 | — | 0.55% | — | -478,416 | -100.0% | Q3 2026 | Oct 13, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.05% | — | -97,992 | -100.0% | Q3 2026 | Oct 22, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -40,655 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -36,655 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,701 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -7,890 | -100.0% | Q3 2026 | Nov 03, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -7,038 | -100.0% | Q3 2026 | Oct 15, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,010 | -100.0% | Q3 2026 | Oct 02, 2026 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,312 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Aaron Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,150 | -100.0% | Q3 2026 | Oct 13, 2026 |
| QTR Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,951 | -100.0% | Q3 2026 | Nov 02, 2026 |
| SEB Asset Management AB | History | Closed out | 0 | 0 | — | 0.0% | — | -3,949 | -100.0% | Q3 2026 | Nov 04, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.03% | — | -3,632 | -100.0% | Q3 2026 | Oct 28, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,288 | -100.0% | Q3 2026 | Oct 23, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,065 | -100.0% | Q3 2026 | Oct 29, 2026 |
| United Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,053 | -100.0% | Q3 2026 | Nov 02, 2026 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,979 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Connecticut Capital Management Group, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -2,968 | -100.0% | Q3 2026 | Oct 29, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,903 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,867 | -100.0% | Q3 2026 | Oct 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,736 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -481 | -100.0% | Q3 2026 | Oct 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -456 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Robinswood Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -326 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 11 | 0 | — | 0.0% | — | -299 | -96.45% | Q3 2026 | Oct 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 8 | 0 | — | 0.0% | — | -131 | -94.24% | Q3 2026 | Oct 27, 2026 |
| James T. Borello RIA | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q3 2026 | Oct 09, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q3 2026 | Oct 19, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2026 | Oct 20, 2026 |
| USA FINANCIAL FORMULAS | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Oct 16, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 15, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Nov 05, 2026 |
| Asset Dedication, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Nov 02, 2026 |
| Ascentis Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Nov 03, 2026 |
| Align Financial, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 16, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Rakuten Securities, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Nov 02, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 28, 2026 |
| SouthState Bank Corp | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MOTCO | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Management Professionals, Inc. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bogart Wealth, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crewe Advisors LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TFC Financial Management, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Evolution Advisers, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DecisionPoint Financial, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| LRI Investments, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Investors Portfolio Services LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Planning Strategies Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |