Organon & Co. - OGN

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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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 Added to 32,056,866 434,049 0.01% 0.0% 1 +339,838 1.07% Q2 2026 Aug 07, 2026
Pentwater Capital Management LP History New 18,100,000 245,074 1.5% — 2 +18,100,000 New Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Reduced 15,132,118 204,888 0.01% 0.01% 3 -6,713,918 -30.73% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Added to 11,909,865 161,259 0.0% 0.0% 4 +172,847 1.47% Q2 2026 Aug 13, 2026
STATE STREET CORP History Reduced 9,659,371 130,787 0.0% 0.0% 5 -297,403 -2.99% Q2 2026 Sep 22, 2026
GOLDMAN SACHS GROUP INC History Added to 5,199,002 70,394 0.01% 0.0% 6 +3,593,677 223.86% Q2 2026 Aug 14, 2026
UBS Group AG History Added to 4,856,529 65,757 0.01% 0.0% 7 +1,384,950 39.89% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 4,815,610 65,219 0.0% 0.0% 8 +56,273 1.18% Q2 2026 Aug 12, 2026
Man Group plc History New 4,180,500 56,603 0.09% — 9 +4,180,500 New Q2 2026 Aug 14, 2026
AQR Arbitrage LLC History New 3,880,354 52,384 0.75% — 10 +3,880,354 New Q2 2026 Aug 14, 2026
PRIVATE MANAGEMENT GROUP INC History Reduced 3,742,161 50,668 1.33% 0.75% 11 -631,947 -14.45% Q2 2026 Jul 31, 2026
LSV ASSET MANAGEMENT History Reduced 3,737,036 50,599 0.09% 0.09% 12 -3,522,694 -48.52% Q2 2026 Aug 06, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 3,457,262 46,811 0.01% 0.0% 13 +94,913 2.82% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 3,442,430 46,610 0.02% 0.02% 14 -3,639,105 -51.39% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 3,296,642 44,636 0.06% 0.0% 15 +3,078,742 1412.92% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 3,266,826 44,233 0.01% 0.0% 16 +1,546 0.05% Q2 2026 Aug 11, 2026
FIRST TRUST ADVISORS LP History Reduced 3,099,481 41,966 0.02% 0.01% 17 -127,839 -3.96% Q2 2026 Aug 11, 2026
Capula Management Ltd History New 3,049,207 41,286 0.15% — 18 +3,049,207 New Q2 2026 Aug 14, 2026
NEXPOINT ASSET MANAGEMENT, L.P. History New 3,009,630 40,750 2.72% — 19 +3,009,630 New Q2 2026 Aug 14, 2026
Magnetar Financial LLC History New 2,810,019 38,047 0.35% — 20 +2,810,019 New Q2 2026 Aug 14, 2026
GLAZER CAPITAL, LLC History New 2,746,569 37,196 0.91% — 21 +2,746,569 New Q2 2026 Aug 14, 2026
KAHN BROTHERS GROUP INC History Reduced 2,670,523 36,158 5.72% 5.88% 22 -2,866,470 -51.77% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 2,497,547 33,816 0.0% 0.0% 23 -54,113 -2.12% Q2 2026 Aug 14, 2026
WATER ISLAND CAPITAL LLC History New 2,349,099 31,806 2.96% — 24 +2,349,099 New Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Added to 2,282,161 30,900 0.01% 0.0% 25 +50,400 2.26% Q2 2026 Aug 06, 2026
MORGAN STANLEY History Reduced 2,202,199 29,817 0.0% 0.0% 26 -1,090,485 -33.12% Q2 2026 Aug 13, 2026
Kryger Capital LLC History New 2,152,693 29,147 1.66% — 27 +2,152,693 New Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History Added to 4,754,671 28,480 0.01% 0.0% 28 +4,034,159 559.9% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History Added to 2,093,459 28,345 0.02% 0.01% 29 +1,010,711 93.35% Q2 2026 Sep 02, 2026
NORTHERN TRUST CORP History Added to 2,080,508 28,170 0.0% 0.0% 30 +166,394 8.69% Q2 2026 Aug 13, 2026
Parallax Volatility Advisers, L.P. History No change 1,857,000 25,143 0.04% 0.03% 31 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 1,660,492 22,483 0.0% 0.0% 32 +48,435 3.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History Reduced 1,643,187 22,248 0.0% 0.0% 33 -583,527 -26.21% Q2 2026 Aug 14, 2026
Westchester Capital Management, LLC History New 1,426,578 19,315 0.95% — 34 +1,426,578 New Q2 2026 Aug 14, 2026
TIG Advisors, LLC History New 1,400,283 18,959 0.84% — 35 +1,400,283 New Q2 2026 Aug 14, 2026
ALPINE ASSOCIATES MANAGEMENT INC. History New 1,345,233 18,214 1.14% — 36 +1,345,233 New Q2 2026 Aug 06, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 1,266,614 17,149 0.01% 0.0% 37 +5,925 0.47% Q2 2026 Aug 04, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 1,245,588 16,815 0.01% 0.01% 38 -2,205,038 -63.9% Q2 2026 Aug 14, 2026
FMR LLC History Reduced 1,187,549 16,079 0.0% 0.0% 39 -1,371,143 -53.59% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History Added to 1,078,134 14,571 0.01% 0.0% 40 +1,055,705 4706.88% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History Reduced 1,032,313 13,977 0.03% 0.02% 41 -224,742 -17.88% Q2 2026 Aug 14, 2026
Cerity Partners LLC History Reduced 1,009,842 13,673 0.02% 0.02% 42 -1,299,197 -56.27% Q2 2026 Aug 14, 2026
Verition Fund Management LLC History New 975,796 13,212 0.07% — 43 +975,796 New Q2 2026 Aug 14, 2026
GABELLI FUNDS LLC History New 954,910 12,929 0.08% — 44 +954,910 New Q2 2026 Aug 12, 2026
Polar Asset Management Partners Inc. History New 949,806 12,860 0.21% — 45 +949,806 New Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 902,195 12,215 0.03% 0.02% 46 -27,899 -3.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History Reduced 846,659 11,463 0.0% 0.0% 47 -2,083,431 -71.1% Q2 2026 Sep 02, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 837,305 11,337 0.02% — 48 +837,305 New Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History Reduced 828,133 11,212 0.01% 0.01% 49 -105,043 -11.26% Q2 2026 Aug 13, 2026
Centiva Capital, LP History New 825,200 11,173 0.1% — 50 +825,200 New Q2 2026 Aug 13, 2026
Groupe la Francaise History New 775,382 10,498 0.13% — 51 +775,382 New Q2 2026 Aug 25, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 743,270 10,063 0.03% 0.03% 52 -632,690 -45.98% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 742,009 10,046 0.0% 0.0% 53 -36,896 -4.74% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History Reduced 736,353 9,970 0.0% 0.01% 54 -1,925,799 -72.34% Q2 2026 Aug 14, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 729,502 9,877 0.07% 0.03% 55 +37,877 5.48% Q2 2026 Aug 14, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History New 704,100 9,533 0.3% — 56 +704,100 New Q2 2026 Jul 30, 2026
Sagefield Capital LP History New 701,857 9,503 0.7% — 57 +701,857 New Q2 2026 Aug 14, 2026
Legal & General Group Plc History Reduced 669,375 9,063 0.0% 0.0% 58 -8,668 -1.28% Q2 2026 Aug 14, 2026
P SCHOENFELD ASSET MANAGEMENT LP History New 667,400 9,036 3.7% — 59 +667,400 New Q2 2026 Aug 13, 2026
Absolute Gestao de Investimentos Ltda. History New 665,230 9,007 0.91% — 60 +665,230 New Q2 2026 Aug 25, 2026
AMERIPRISE FINANCIAL INC History Reduced 663,233 8,980 0.0% 0.0% 61 -91,007 -12.07% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History Reduced 649,755 8,797 0.0% 0.0% 62 -88,747 -12.02% Q2 2026 Aug 14, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History New 584,944 7,920 0.51% — 63 +584,944 New Q2 2026 Jul 24, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 575,000 7,785 0.06% — 65 +574,945 1045354.55% Q2 2026 Aug 13, 2026
Lombard Odier Asset Management (USA) Corp History Added to 575,000 7,785 1.07% 0.36% 64 +5,000 0.88% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History Added to 567,310 7,681 0.0% 0.0% 66 +89,574 18.75% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History Reduced 554,832 7,512 0.0% 0.0% 67 -145,767 -20.81% Q2 2026 Aug 14, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. History New 548,700 7,429 1.08% — 68 +548,700 New Q2 2026 Aug 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 538,388 7,289 0.01% 0.0% 69 +386,782 255.12% Q2 2026 Aug 14, 2026
Swiss National Bank History Added to 526,475 7,128 0.0% 0.0% 70 +13,900 2.71% Q2 2026 Aug 11, 2026
WINTON GROUP Ltd History New 509,862 6,903 0.22% — 71 +509,862 New Q2 2026 Aug 07, 2026
FIRST MANHATTAN CO. LLC. History Reduced 504,647 6,832 0.02% 0.02% 72 -445,525 -46.89% Q2 2026 Aug 14, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History New 503,117 6,812 0.05% — 73 +503,117 New Q2 2026 Aug 10, 2026
Schonfeld Strategic Advisors LLC History Added to 500,000 6,770 0.02% 0.0% 74 +447,475 851.93% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History Added to 496,563 6,723 0.01% 0.0% 75 +5,142 1.05% Q2 2026 Aug 11, 2026
Nuveen, LLC History Added to 486,400 6,585 0.0% 0.0% 76 +17,469 3.73% Q2 2026 Aug 11, 2026
Alberta Investment Management Corp History New 450,000 6,093 0.03% — 77 +450,000 New Q2 2026 Aug 06, 2026
Carmignac Gestion History New 448,606 6,074 0.08% — 78 +448,606 New Q2 2026 Aug 13, 2026
Maven Securities LTD History New 434,200 5,879 0.12% — 79 +434,200 New Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History Added to 421,790 5,711 0.01% 0.0% 80 +156,766 59.15% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History Added to 408,184 5,526 0.0% 0.0% 81 +125,271 44.28% Q2 2026 Aug 13, 2026
Vestcor Inc History Added to 406,752 5,507 0.14% 0.01% 82 +364,864 871.05% Q2 2026 Aug 11, 2026
LMR Partners LLP History Added to 396,842 5,373 0.02% 0.0% 83 +383,629 2903.42% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 392,268 5,311 0.0% 0.0% 84 -204,504 -34.27% Q2 2026 Aug 03, 2026
First Trust Capital Management L.P. History New 390,939 5,293 0.31% — 85 +390,939 New Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 390,745 5,290 0.0% 0.0% 86 +245,300 168.65% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History Reduced 390,232 5,283 0.01% 0.01% 87 -528,592 -57.53% Q2 2026 Aug 14, 2026
NORGES BANK History New 374,251 5,067 0.0% — 88 +374,251 New Q2 2026 Aug 12, 2026
READYSTATE ASSET MANAGEMENT LP History New 351,863 4,764 0.16% — 89 +351,863 New Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History Added to 318,314 4,478 0.0% 0.0% 90 +19,988 6.7% Q2 2026 Aug 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 315,858 4,276 0.01% 0.01% 91 -207,614 -39.66% Q2 2026 Aug 06, 2026
JANE STREET GROUP, LLC History Reduced 307,400 4,162 0.0% 0.0% 92 -94,600 -23.53% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 300,215 4,064 0.0% 0.0% 93 -26,860 -8.21% Q2 2026 Aug 24, 2026
SIMPLEX TRADING, LLC History Reduced 296,577 4,015 0.0% 0.0% 94 -14,723 -4.73% Q2 2026 Aug 12, 2026
IMC-Chicago, LLC History Reduced 287,300 3,890 0.0% 0.0% 95 -137,731 -32.4% Q2 2026 Aug 06, 2026
Tidal Investments LLC History Added to 285,099 3,860 0.01% 0.0% 96 +43,687 18.1% Q2 2026 Aug 13, 2026
CM Management, LLC History Reduced 275,000 3,723 2.36% 2.0% 97 -125,000 -31.25% Q2 2026 Aug 13, 2026
SECTOR GAMMA AS History Reduced 270,781 3,666 0.8% 0.53% 98 -105,193 -27.98% Q2 2026 Aug 12, 2026
WOLVERINE ASSET MANAGEMENT LLC History Added to 262,015 3,547 0.03% 0.0% 99 +191,955 273.99% Q2 2026 Aug 10, 2026
VANGUARD ASSET MANAGEMENT, Ltd History Added to 248,207 3,360 0.0% 0.0% 100 +19,435 8.5% Q2 2026 Aug 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 244,500 3,310 0.04% — 101 +244,500 New Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 241,392 3,268 0.0% 0.02% 102 -2,895,628 -92.31% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 239,671 3,246 0.0% 0.0% 103 +38,539 19.16% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History Reduced 239,262 3,239 0.0% 0.0% 104 -1,265 -0.53% Q2 2026 Aug 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 233,278 3,159 0.01% 0.0% 105 +27,157 13.18% Q2 2026 Jul 23, 2026
PDT Partners, LLC History Reduced 230,275 3,117 0.16% 0.1% 106 -47,132 -16.99% Q2 2026 Aug 14, 2026
180 WEALTH ADVISORS, LLC History Reduced 226,383 3,065 0.31% 0.16% 107 -1,588 -0.7% Q2 2026 Jul 07, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 218,888 2,963 0.0% 0.0% 108 -6,290 -2.79% Q2 2026 Aug 10, 2026
Kintayl Capital LP History New 214,850 2,909 1.16% — 109 +214,850 New Q2 2026 Aug 14, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 214,639 2,906 0.2% 0.11% 110 -14,137 -6.18% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 214,341 2,902 0.0% 0.0% 111 -113,594 -34.64% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History Reduced 210,911 2,857 0.0% 0.0% 112 -88,752 -29.62% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History Reduced 195,100 2,641 0.0% 0.0% 113 -105,800 -35.16% Q2 2026 Aug 13, 2026
M&G Plc History Reduced 183,973 2,575 0.01% 0.03% 114 -819,277 -81.66% Q2 2026 Aug 06, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 187,272 2,535 0.01% 0.0% 115 +122,980 191.28% Q2 2026 Jul 17, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 202,173 2,487 0.18% — 116 +202,173 New Q2 2026 Aug 14, 2026
Douglas Lane & Associates, LLC History Reduced 180,663 2,446 0.03% 0.05% 117 -341,979 -65.43% Q2 2026 Jul 14, 2026
Howard Capital Management, LLC History No change 178,927 2,422 0.03% 0.02% 118 0 0.0% Q2 2026 Jul 28, 2026
Twin Securities, Inc. History New 175,100 2,370 1.06% — 119 +175,100 New Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 172,441 2,335 0.0% 0.0% 120 -1,088 -0.63% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 171,100 2,316 0.01% 0.01% 121 -95,100 -35.73% Q2 2026 Aug 13, 2026
Creative Planning History Added to 171,053 2,316 0.0% 0.0% 122 +92,011 116.41% Q2 2026 Aug 13, 2026
HARVEST MANAGEMENT LLC History New 158,800 2,150 0.84% — 123 +158,800 New Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History Reduced 158,117 2,140 0.0% 0.0% 124 -44,559 -21.99% Q2 2026 Aug 14, 2026
Yakira Capital Management, Inc. History New 148,939 2,016 0.57% — 125 +148,939 New Q2 2026 Aug 13, 2026
Illinois Municipal Retirement Fund History Reduced 136,992 1,854 0.02% 0.01% 126 -14,046 -9.3% Q2 2026 Aug 12, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 136,800 1,852 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History Reduced 132,173 1,789 0.0% 0.0% 128 -20,967 -13.69% Q2 2026 Aug 07, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 122,697 1,661 0.0% 0.02% 129 -963,672 -88.71% Q2 2026 Aug 06, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 121,873 1,650 0.0% 0.0% 130 0 0.0% Q2 2026 Jul 29, 2026
Police & Firemen's Retirement System of New Jersey History Added to 118,964 1,610 0.01% 0.01% 131 +8,989 8.17% Q2 2026 Jul 23, 2026
SEI INVESTMENTS CO History Reduced 118,511 1,604 0.0% 0.0% 132 -71,546 -37.64% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History New 115,640 1,566 0.0% — 133 +115,640 New Q2 2026 Aug 14, 2026
Louisiana State Employees Retirement System History Reduced 115,100 1,558 0.02% 0.01% 134 -200 -0.17% Q2 2026 Jul 21, 2026
Handelsbanken Fonder AB History Added to 113,800 1,541 0.0% 0.0% 135 +22,600 24.78% Q2 2026 Jul 10, 2026
Treasurer of the State of North Carolina History Added to 111,484 1,509 0.0% 0.0% 136 +310 0.28% Q2 2026 Aug 14, 2026
State of Tennessee, Department of Treasury History Added to 110,455 1,495 0.0% 0.0% 137 +3,160 2.95% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History Reduced 110,021 1,489 0.0% 0.0% 138 -6,412 -5.51% Q2 2026 Aug 06, 2026
BARCLAYS PLC History Added to 106,976 1,448 0.0% 0.0% 139 +74,535 229.76% Q2 2026 Aug 14, 2026
Blackstone Inc. History New 105,480 1,428 0.0% — 140 +105,480 New Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History Reduced 101,713 1,377 0.0% 0.0% 141 -179,401 -63.82% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 97,352 1,318 0.0% 0.0% 142 +7,218 8.01% Q2 2026 Aug 11, 2026
Skandinaviska Enskilda Banken AB (publ) History New 96,872 1,311 0.05% — 143 +96,872 New Q2 2026 Aug 10, 2026
Walleye Capital LLC History Reduced 94,900 1,284 0.0% 0.02% 144 -550,825 -85.3% Q2 2026 Aug 03, 2026
ROYCE & ASSOCIATES LP History No change 93,576 1,267 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History Reduced 93,344 1,264 0.0% 0.0% 146 -122,975 -56.85% Q2 2026 Aug 07, 2026
Versor Investments LP History New 87,640 1,186 2.5% — 147 +87,640 New Q2 2026 Aug 07, 2026
GAMCO INVESTORS, INC. ET AL History New 86,872 1,176 0.01% — 148 +86,872 New Q2 2026 Aug 12, 2026
State of Alaska, Department of Revenue History Reduced 86,479 1,170 0.01% 0.02% 149 -187,649 -68.45% Q2 2026 Jul 20, 2026
ExodusPoint Capital Management, LP History Reduced 86,030 1,164 0.01% 0.01% 150 -96,816 -52.95% Q2 2026 Aug 14, 2026
Friedenthal Financial History New 84,676 1,146 0.53% — 151 +84,676 New Q2 2026 Jul 13, 2026
Elo Mutual Pension Insurance Co History New 84,510 1,144 0.01% — 152 +84,510 New Q2 2026 Aug 13, 2026
Crossmark Global Holdings, Inc. History Added to 84,441 1,143 0.01% 0.0% 153 +70,600 510.08% Q2 2026 Jul 16, 2026
State of New Jersey Common Pension Fund D History Reduced 84,171 1,139 0.0% 0.0% 154 -4,680 -5.27% Q2 2026 Aug 04, 2026
Advisors Asset Management, Inc. History Reduced 82,327 1,114 0.02% 0.02% 155 -150,724 -64.67% Q2 2026 Aug 13, 2026
Mint Tower Capital Management B.V. History New 80,000 1,083 0.12% — 157 +80,000 New Q2 2026 Aug 18, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 80,022 1,083 0.0% 0.0% 156 +61,016 321.04% Q2 2026 Aug 12, 2026
GARDNER LEWIS ASSET MANAGEMENT L P History New 76,053 1,029 0.23% — 158 +76,053 New Q2 2026 Aug 12, 2026
Olympiad Research LP History New 75,358 1,020 2.12% — 159 +75,358 New Q2 2026 Jul 24, 2026
AMALGAMATED BANK History Reduced 75,244 1,019 0.01% 0.0% 160 -4,168 -5.25% Q2 2026 Jul 23, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 74,611 1,010 0.0% 0.0% 161 -975 -1.29% Q2 2026 Aug 17, 2026
OMERS ADMINISTRATION Corp History Added to 73,534 995 0.01% 0.0% 162 +2,200 3.08% Q2 2026 Aug 13, 2026
Amundi History Reduced 73,025 988 0.0% 0.0% 163 -7,919 -9.78% Q2 2026 Aug 11, 2026
Arizona State Retirement System History Added to 71,829 972 0.0% 0.0% 164 +417 0.58% Q2 2026 Aug 07, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Reduced 68,882 932 0.12% 0.07% 165 -15,452 -18.32% Q2 2026 Jul 20, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 68,013 920 0.01% 0.0% 166 +260 0.38% Q2 2026 Jul 16, 2026
SummerHaven Investment Management, LLC History No change 67,237 910 0.49% 0.25% 167 0 0.0% Q2 2026 Jul 21, 2026
FIFTH THIRD BANCORP History Reduced 67,150 909 0.0% 0.0% 168 -1,671 -2.43% Q2 2026 Aug 05, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 65,333 885 0.01% 0.0% 169 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 65,137 881 0.0% 0.0% 170 +12,321 23.33% Q2 2026 Sep 09, 2026
Vanguard Investments Australia, Ltd. History No change 64,743 876 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 59,953 811 0.01% 0.0% 172 +4,747 8.6% Q2 2026 Aug 07, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 59,559 806 0.01% 0.0% 173 +100 0.17% Q2 2026 Jul 28, 2026
KLP KAPITALFORVALTNING AS History No change 58,400 790 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 12, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 56,850 769 0.0% 0.01% 176 -76,850 -57.48% Q2 2026 Aug 25, 2026
DEUTSCHE BANK AG\ History Added to 56,865 769 0.0% 0.0% 175 +4,249 8.08% Q2 2026 Aug 07, 2026
GUGGENHEIM CAPITAL LLC History Reduced 56,481 764 0.0% 0.0% 177 -30,341 -34.95% Q2 2026 Aug 12, 2026
Integrated Wealth Concepts LLC History Reduced 56,076 759 0.0% 0.0% 178 -29,588 -34.54% Q2 2026 Sep 08, 2026
KLCM Advisors, Inc. History Reduced 55,807 755 0.06% 0.06% 179 -68,150 -54.98% Q2 2026 Aug 06, 2026
Vanguard Personalized Indexing Management, LLC History Added to 55,210 747 0.01% 0.0% 180 +18,814 51.69% Q2 2026 Aug 11, 2026
CSS LLC/IL History Added to 53,743 727 0.03% 0.01% 181 +8,310 18.29% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History New 52,692 713 0.01% — 182 +52,692 New Q2 2026 Aug 14, 2026
JANUS HENDERSON GROUP PLC History No change 115,640 692 0.0% 0.0% 183 0 0.0% Q1 2026 May 18, 2026
Maryland State Retirement & Pension System History Added to 50,218 679 0.01% 0.01% 184 +288 0.58% Q2 2026 Jul 30, 2026
Jefferies Financial Group Inc. History Reduced 50,000 677 0.0% 0.0% 185 -1,950 -3.75% Q2 2026 Aug 17, 2026
Walleye Trading LLC History Reduced 48,800 660 0.0% 0.0% 187 -55,500 -53.21% Q2 2026 Aug 03, 2026
ALLSTATE CORP History Added to 48,790 660 0.01% 0.0% 186 +1,167 2.45% Q2 2026 Aug 13, 2026
Lido Advisors, LLC History New 48,696 659 0.0% — 188 +48,696 New Q2 2026 Aug 07, 2026
NATIXIS ADVISORS, LLC History New 48,475 656 0.0% — 189 +48,475 New Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History Added to 46,561 630 0.0% 0.0% 191 +4,156 9.8% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History Reduced 46,549 630 0.0% 0.0% 190 -2,470 -5.04% Q2 2026 Aug 05, 2026
Pathstone Holdings, LLC History Added to 46,515 629 0.0% 0.0% 192 +13,203 39.63% Q2 2026 Aug 13, 2026
Decagon Asset Management LLP History New 45,700 618 0.12% — 193 +45,700 New Q2 2026 Aug 14, 2026
PenderFund Capital Management Ltd. History New 44,900 607 0.08% — 194 +44,900 New Q2 2026 Aug 14, 2026
Cetera Investment Advisers History Reduced 43,850 593 0.0% 0.0% 195 -4,223 -8.78% Q2 2026 Aug 12, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 42,381 573 0.0% 0.0% 196 -443,128 -91.27% Q2 2026 Aug 07, 2026
Janney Montgomery Scott LLC History Reduced 42,309 573 0.0% 0.0% 197 -7,802 -15.57% Q2 2026 Aug 05, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Reduced 42,241 572 0.02% 0.01% 198 -2,420 -5.42% Q2 2026 Aug 04, 2026
STIFEL FINANCIAL CORP History Reduced 41,409 560 0.0% 0.0% 199 -156,043 -79.03% Q2 2026 Aug 12, 2026
Systematic Alpha Investments, LLC History No change 41,067 556 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 13, 2026
Pictet Asset Management Holding SA History Reduced 40,144 543 0.0% 0.0% 201 -5,619 -12.28% Q2 2026 Jul 30, 2026
BANK OF MONTREAL /CAN/ History Added to 38,424 520 0.0% 0.0% 202 +1,604 4.36% Q2 2026 Aug 12, 2026
M&T BANK CORP History Added to 37,664 510 0.0% 0.0% 203 +10,646 39.4% Q2 2026 Aug 04, 2026
Summit Trail Advisors, LLC History Reduced 35,194 476 0.01% 0.0% 204 -300 -0.85% Q2 2026 Aug 11, 2026
Atria Investments, Inc History Added to 34,150 462 0.0% 0.0% 205 +5,744 20.22% Q2 2026 Jul 28, 2026
Fieldview Capital Management, LLC History New 33,962 459 0.13% — 206 +33,962 New Q2 2026 Aug 14, 2026
Swiss Life Asset Management Ltd History Reduced 33,273 450 0.0% 0.0% 208 -2,607 -7.27% Q2 2026 Jul 29, 2026
Fruth Investment Management History Reduced 33,300 450 0.11% 0.05% 207 -500 -1.48% Q2 2026 Jul 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 32,899 445 0.0% 0.0% 209 -45,358 -57.96% Q2 2026 Aug 07, 2026
Corient Private Wealth LP History Reduced 32,772 443 0.0% 0.0% 210 -2,412 -6.86% Q2 2026 Aug 27, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 32,652 442 0.0% 0.0% 211 +2,899 9.74% Q2 2026 Aug 11, 2026
D.A. DAVIDSON & CO. History Reduced 31,988 433 0.0% 0.0% 212 -1,091 -3.3% Q2 2026 Jul 24, 2026
AE Wealth Management LLC History Reduced 31,498 426 0.0% 0.0% 213 -1,226 -3.75% Q2 2026 Aug 03, 2026
ProShare Advisors LLC History New 31,267 423 0.0% — 214 +31,267 New Q2 2026 Aug 11, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 30,401 411 0.0% 0.0% 215 -3,176 -9.46% Q2 2026 Aug 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History New 29,987 406 0.0% — 216 +29,987 New Q2 2026 Aug 10, 2026
BFSG, LLC History Reduced 29,058 393 0.03% 0.02% 217 -3,910 -11.86% Q2 2026 Jul 20, 2026
Range Financial Group LLC History Reduced 28,452 385 0.11% 0.06% 218 -2,294 -7.46% Q2 2026 Jul 15, 2026
OSAIC HOLDINGS, INC. History Reduced 28,291 383 0.0% 0.0% 219 -82,208 -74.4% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 28,192 381 0.0% 0.0% 220 -16,760 -37.28% Q2 2026 Jul 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 27,696 375 0.0% 0.0% 221 +970 3.63% Q2 2026 Jul 29, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 27,467 372 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 26,673 361 0.0% 0.0% 223 -25,308 -48.69% Q2 2026 Aug 19, 2026
Arax Advisory Partners History Added to 25,991 351 0.0% 0.0% 224 +1,352 5.49% Q2 2026 Aug 10, 2026
PROFUND ADVISORS LLC History Reduced 25,841 349 0.01% 0.01% 225 -20,006 -43.64% Q2 2026 Aug 11, 2026
Provenance Wealth Advisors, LLC History No change 25,758 348 0.03% 0.02% 226 0 0.0% Q2 2026 Jul 24, 2026
Abacus Wealth Partners, LLC History Reduced 25,215 341 0.04% 0.02% 227 -9,235 -26.81% Q2 2026 Jul 22, 2026
CACTI ASSET MANAGEMENT LLC History No change 25,000 338 0.02% 0.01% 228 0 0.0% Q2 2026 Jul 01, 2026
CIBC Asset Management Inc History No change 24,628 333 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 03, 2026
MIRABELLA FINANCIAL SERVICES LLP History Reduced 24,019 325 0.03% 0.04% 230 -53,581 -69.05% Q2 2026 Jul 31, 2026
CWM, LLC History No change 50,836 304 0.0% 0.0% 231 0 0.0% Q1 2026 May 14, 2026
IFP Advisors, Inc History Added to 22,053 298 0.01% 0.0% 232 +19,881 915.33% Q2 2026 Jul 20, 2026
NOMURA HOLDINGS INC History Reduced 21,969 297 0.0% 0.0% 233 -15,231 -40.94% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History Added to 21,616 292 0.0% 0.0% 234 +2,124 10.9% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History New 19,697 266 0.0% — 235 +19,697 New Q2 2026 Jul 17, 2026
Sound Income Strategies, LLC History Reduced 19,553 264 0.01% 0.01% 236 -611 -3.03% Q2 2026 Jul 20, 2026
Forum Finance Group S.A. History No change 24,000 263 0.09% 0.06% 237 0 0.0% Q2 2026 Aug 14, 2026
DnB Asset Management AS History No change 18,926 256 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 11, 2026
XPONANCE LLC History Added to 18,786 254 0.0% 0.0% 239 +266 1.44% Q2 2026 Aug 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 18,709 253 0.0% 0.0% 240 -4,022 -17.69% Q2 2026 Aug 13, 2026
Caprock Group, LLC History New 18,197 246 0.0% — 241 +18,197 New Q2 2026 Jul 27, 2026
Empirical Asset Management, LLC History New 18,165 245 0.06% — 242 +18,165 New Q2 2026 Aug 10, 2026
CHOREO, LLC History Added to 17,625 238 0.0% 0.0% 243 +1,646 10.3% Q2 2026 Aug 04, 2026
Mariner, LLC History New 16,957 229 0.0% — 244 +16,957 New Q2 2026 Aug 13, 2026
FAYEZ SAROFIM & CO History No change 16,797 227 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 14, 2026
Sagewood Asset Management LP History Added to 16,747 226 0.05% 0.03% 246 +2,602 18.4% Q2 2026 Jul 29, 2026
Dynamic Technology Lab Private Ltd History New 16,304 221 0.05% — 247 +16,304 New Q2 2026 Aug 13, 2026
EQUITEC PROPRIETARY MARKETS, LLC History New 16,200 219 0.04% — 248 +16,200 New Q2 2026 Jul 20, 2026
CAXTON ASSOCIATES LLP History New 15,621 211 0.0% — 249 +15,621 New Q2 2026 Aug 14, 2026
Empowered Funds, LLC History New 15,012 203 0.0% — 250 +15,012 New Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History New 14,973 202 0.0% — 252 +14,973 New Q2 2026 Aug 10, 2026
CIDEL ASSET MANAGEMENT INC History No change 14,989 202 0.01% 0.0% 251 0 0.0% Q2 2026 Jul 17, 2026
Rafferty Asset Management, LLC History Reduced 14,846 201 0.0% 0.0% 253 -8,077 -35.24% Q2 2026 Aug 14, 2026
Utah Retirement Systems History No change 14,070 190 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 14, 2026
EVERETT HARRIS & CO /CA/ History Reduced 13,924 188 0.0% 0.0% 255 -7,325 -34.47% Q2 2026 Aug 03, 2026
WEALTH EFFECTS LLC History Added to 13,912 188 0.05% 0.03% 256 +1,400 11.19% Q2 2026 Aug 06, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 13,765 186 0.01% 0.0% 257 +1,932 16.33% Q2 2026 Aug 04, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 13,457 182 0.0% 0.0% 258 -3,212 -19.27% Q2 2026 Aug 13, 2026
Orographic Financial Advisors, LLC History Reduced 13,234 180 0.12% 1.08% 259 -240,966 -94.79% Q2 2026 Aug 13, 2026
SAGE RHINO CAPITAL LLC History New 13,337 180 0.03% — 260 +13,337 New Q2 2026 Aug 03, 2026
BROWN ADVISORY INC History Reduced 13,076 177 0.0% 0.0% 261 -271 -2.03% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 13,016 176 0.0% 0.0% 262 -2,763 -17.51% Q2 2026 Jul 27, 2026
Meeder Advisory Services, Inc. History Reduced 12,990 175 0.01% 0.0% 264 -4,240 -24.61% Q2 2026 Aug 07, 2026
FOSTER & MOTLEY INC History Reduced 12,919 175 0.01% 0.0% 263 -820 -5.97% Q2 2026 Aug 07, 2026
US BANCORP \DE\ History Reduced 12,633 171 0.0% 0.0% 265 -283 -2.19% Q2 2026 Aug 12, 2026
Ausdal Financial Partners, Inc. History Added to 12,338 167 0.01% 0.0% 266 +42 0.34% Q2 2026 Aug 14, 2026
Bridgefront Capital, LLC History New 12,067 163 0.04% — 269 +12,067 New Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History Reduced 12,062 163 0.0% 0.0% 268 -3,671 -23.33% Q2 2026 Jul 29, 2026
OPPENHEIMER & CO INC History Reduced 12,039 163 0.0% 0.0% 267 -1,209 -9.13% Q2 2026 Aug 03, 2026
Wallace Advisory Group, LLC History No change 11,711 158 0.15% 0.07% 270 0 0.0% Q2 2026 Aug 03, 2026
Callan Family Office, LLC History Reduced 11,615 157 0.0% 0.0% 271 -10,788 -48.15% Q2 2026 Aug 11, 2026
Krilogy Financial LLC History Reduced 11,528 156 0.0% 0.0% 272 -4,981 -30.17% Q2 2026 Jul 27, 2026
Cresset Asset Management, LLC History Reduced 11,544 156 0.0% 0.0% 273 -17 -0.15% Q2 2026 Aug 14, 2026
Focus Partners Wealth History Reduced 11,487 155 0.0% 0.0% 274 -31,504 -73.28% Q2 2026 Aug 12, 2026
Atlas Brown,Inc. History Reduced 11,307 153 0.04% 0.14% 275 -68,870 -85.9% Q2 2026 Jul 09, 2026
Private Advisor Group, LLC History New 11,354 153 0.0% — 276 +11,354 New Q2 2026 Jul 27, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 11,180 151 0.0% 0.0% 277 -26,350 -70.21% Q2 2026 Aug 14, 2026
KBC Group NV History No change 10,564 143 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 05, 2026
SBI Securities Co., Ltd. History Reduced 10,403 140 0.0% 0.0% 279 -3,202 -23.54% Q2 2026 Jul 22, 2026
Wedmont Private Capital History New 10,055 135 0.0% — 282 +10,055 New Q2 2026 Jul 13, 2026
Merit Financial Group, LLC History New 10,004 135 0.0% — 281 +10,004 New Q2 2026 Jul 20, 2026
ADAR1 Capital Management, LLC History No change 10,000 135 0.01% 0.0% 280 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 9,912 134 0.0% 0.0% 283 -1,731 -14.87% Q2 2026 Aug 10, 2026
Quarry LP History New 9,891 133 0.01% — 284 +9,891 New Q2 2026 Aug 14, 2026
Deseret Mutual Benefit Administrators History Reduced 9,240 125 0.04% 0.03% 285 -6,245 -40.33% Q2 2026 Aug 14, 2026
ATLAS CAPITAL ADVISORS INC. History Added to 8,533 115 0.01% 0.0% 286 +8,088 1817.53% Q2 2026 Aug 13, 2026
Sterling Capital Management LLC History Reduced 7,888 106 0.0% 0.01% 287 -50,639 -86.52% Q2 2026 Jul 28, 2026
REXFORD CAPITAL INC History Reduced 7,607 102 0.06% 0.03% 288 -610 -7.42% Q2 2026 Jul 29, 2026
Steward Partners Investment Advisory, LLC History Reduced 7,498 101 0.0% 0.0% 289 -1,118 -12.98% Q2 2026 Aug 13, 2026
STOREBRAND ASSET MANAGEMENT AS History Reduced 7,313 99 0.0% 0.0% 290 -2,472 -25.26% Q2 2026 Aug 12, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 7,300 98 0.0% 0.0% 291 -5,200 -41.6% Q2 2026 Aug 13, 2026
Triumph Capital Management History Reduced 6,724 91 0.02% 0.01% 292 -3,417 -33.69% Q2 2026 Jul 20, 2026
Eurizon Capital SGR S.p.A. History Reduced 5,856 79 0.0% 0.0% 293 -3,575 -37.91% Q2 2026 Jul 29, 2026
GAMMA Investing LLC History Added to 5,782 78 0.0% 0.0% 294 +2,376 69.76% Q2 2026 Jul 07, 2026
Nykredit A/S History New 5,641 76 0.0% — 296 +5,641 New Q2 2026 Sep 08, 2026
STRS OHIO History Reduced 5,619 76 0.0% 0.0% 295 -693 -10.98% Q2 2026 Jul 30, 2026
Parallel Advisors, LLC History Added to 5,492 74 0.0% 0.0% 297 +3,523 178.92% Q2 2026 Aug 05, 2026
Tower Research Capital LLC (TRC) History Added to 5,408 73 0.0% 0.0% 298 +226 4.36% Q2 2026 Aug 11, 2026
IFG Advisory, LLC History New 5,220 70 0.0% — 299 +5,220 New Q2 2026 Aug 13, 2026
BI Asset Management Fondsmaeglerselskab A/S History New 5,086 69 0.0% — 300 +5,086 New Q2 2026 Aug 10, 2026
Allworth Financial LP History Reduced 5,072 68 0.0% 0.0% 301 -891 -14.94% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 5,065 68 0.01% 0.0% 302 +205 4.22% Q2 2026 Aug 07, 2026
Federation des caisses Desjardins du Quebec History Reduced 5,017 67 0.0% 0.0% 303 -164 -3.17% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History Added to 4,613 63 0.0% 0.0% 304 +1,147 33.09% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History Reduced 4,513 61 0.0% 0.0% 305 -10 -0.22% Q2 2026 Aug 12, 2026
Wilmington Savings Fund Society, FSB History Reduced 4,474 60 0.0% 0.0% 306 -50 -1.11% Q2 2026 Jul 28, 2026
MetLife Investment Management, LLC History Added to 4,271 57 0.0% 0.0% 307 +14 0.33% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 4,032 54 0.0% 0.0% 308 -332,944 -98.8% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History Added to 3,749 50 0.0% 0.0% 309 +54 1.46% Q2 2026 Aug 06, 2026
Lavaca Capital LLC History Added to 3,667 49 0.0% — 312 +3,515 2312.5% Q2 2026 Aug 14, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 3,643 49 0.01% 0.01% 310 -500 -12.07% Q2 2026 Sep 02, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 3,678 49 0.0% 0.0% 311 +257 7.51% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 3,462 47 0.0% 0.0% 313 -396 -10.26% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History Added to 3,259 44 0.0% 0.0% 315 +409 14.35% Q2 2026 Jul 23, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 3,290 44 0.0% 0.0% 314 -37 -1.11% Q2 2026 Aug 12, 2026
Providence Capital Advisors, LLC History New 3,174 42 0.01% — 316 +3,174 New Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History Reduced 2,922 39 0.0% 0.0% 317 -217 -6.91% Q2 2026 Jul 17, 2026
Optiver Holding B.V. History New 2,813 38 0.0% — 318 +2,813 New Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History New 2,785 37 0.0% — 319 +2,785 New Q2 2026 Aug 06, 2026
Rockefeller Capital Management L.P. History Added to 2,648 35 0.0% 0.0% 320 +22 0.84% Q2 2026 Aug 13, 2026
Cassaday & Co Wealth Management LLC History Added to 2,530 34 0.0% 0.0% 321 +11 0.44% Q2 2026 Aug 10, 2026
Allied Private Wealth LLC History New 2,464 33 0.02% — 323 +2,464 New Q2 2026 Jul 09, 2026
Smartleaf Asset Management LLC History No change 2,453 33 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 12, 2026
Salomon & Ludwin, LLC History Added to 2,385 32 0.0% 0.0% 324 +1,633 217.15% Q2 2026 Aug 07, 2026
EverSource Wealth Advisors, LLC History Reduced 2,339 31 0.0% 0.0% 326 -1,381 -37.12% Q2 2026 Jul 24, 2026
UMB Bank, n.a. History Added to 2,354 31 0.0% 0.0% 325 +164 7.49% Q2 2026 Aug 13, 2026
Siemens Fonds Invest GmbH History No change 2,363 31 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 14, 2026
Prestige Wealth Management Group LLC History Added to 2,240 30 0.01% 0.0% 328 +137 6.51% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History Added to 2,032 27 0.0% 0.0% 329 +274 15.59% Q2 2026 Aug 13, 2026
Founders Capital Management History No change 2,000 27 0.01% 0.01% 330 0 0.0% Q2 2026 Jul 21, 2026
Caitong International Asset Management Co., Ltd History New 1,989 26 0.0% — 331 +1,989 New Q2 2026 Aug 04, 2026
Quantbot Technologies LP History New 1,892 25 0.0% — 332 +1,892 New Q2 2026 Aug 12, 2026
EASTERN BANK History Added to 1,782 24 0.0% 0.0% 333 +1 0.06% Q2 2026 Jul 01, 2026
Intesa Sanpaolo S.p.A. History No change 1,837 24 0.0% 0.0% 334 0 0.0% Q2 2026 Jul 31, 2026
TD Waterhouse Canada Inc. History Reduced 1,663 22 0.0% 0.0% 335 -4,805 -74.29% Q2 2026 Jul 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 1,556 21 0.0% 0.0% 337 -348 -18.28% Q2 2026 Aug 12, 2026
Bell Investment Advisors, Inc History Added to 1,619 21 0.0% 0.0% 338 +82 5.34% Q2 2026 Aug 06, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 1,598 21 0.0% 0.0% 336 -6 -0.37% Q2 2026 Jul 14, 2026
Ancora Advisors LLC History Reduced 1,549 20 0.0% 0.0% 339 -2,219 -58.89% Q2 2026 Aug 14, 2026
Leonteq Securities AG History New 1,390 18 0.0% — 340 +1,390 New Q2 2026 Jul 27, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 1,281 17 0.0% 0.01% 341 -245,571 -99.48% Q2 2026 Aug 13, 2026
Strategic Wealth Partners, Ltd. History No change 1,278 17 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History Reduced 1,249 16 0.0% 0.0% 343 -1,033 -45.27% Q2 2026 Aug 12, 2026
Key FInancial Inc History No change 1,208 16 0.0% 0.0% 344 0 0.0% Q2 2026 Jul 24, 2026
Tanglewood Legacy Advisors, LLC History No change 1,213 16 0.01% 0.0% 345 0 0.0% Q2 2026 Aug 10, 2026
DKRT Investments Corp. History No change 1,250 16 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 13, 2026
McMillan Office, Inc. History No change 1,250 16 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 13, 2026
TRUST CO OF VERMONT History New 1,150 15 0.0% — 351 +1,150 New Q2 2026 Aug 07, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 1,112 15 0.0% 0.0% 348 -156 -12.3% Q2 2026 Jul 02, 2026
Parkside Financial Bank & Trust History Added to 1,179 15 0.0% 0.0% 350 +110 10.29% Q2 2026 Sep 04, 2026
North Star Investment Management Corp. History No change 1,145 15 0.0% 0.0% 349 0 0.0% Q2 2026 Jul 28, 2026
PRIVATE TRUST CO NA History Added to 1,055 14 0.0% 0.0% 353 +84 8.65% Q2 2026 Jul 28, 2026
HM PAYSON & CO History Added to 1,072 14 0.0% 0.0% 352 +1 0.09% Q2 2026 Jul 17, 2026
Pacer Advisors, Inc. History Reduced 978 13 0.0% 0.0% 355 -236 -19.44% Q2 2026 Aug 13, 2026
WHITTIER TRUST CO History Reduced 969 13 0.0% 0.0% 354 -67 -6.47% Q2 2026 Jul 27, 2026
Investors Research Corp History Reduced 1,009 13 0.0% 0.0% 356 -14 -1.37% Q2 2026 Jul 10, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 964 13 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 07, 2026
Covestor Ltd History Added to 862 12 0.01% 0.0% 359 +51 6.29% Q2 2026 Aug 07, 2026
Smithfield Trust Co History No change 876 12 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 05, 2026
Bayforest Capital Ltd History Reduced 869 11 0.01% 0.17% 361 -23,880 -96.49% Q2 2026 Aug 05, 2026
William B. Walkup & Associates, Inc. History Reduced 868 11 0.01% 0.01% 360 -597 -40.75% Q2 2026 Jul 30, 2026
WealthCollab, LLC History Added to 798 10 0.0% — 364 +793 15860.0% Q2 2026 Aug 10, 2026
Ameritas Advisory Services, LLC History New 741 10 0.0% — 366 +741 New Q2 2026 Aug 14, 2026
Cheviot Value Management, LLC History Reduced 807 10 0.0% 0.0% 362 -304 -27.36% Q2 2026 Aug 06, 2026
Millstone Evans Group, LLC History Reduced 778 10 0.01% 0.0% 365 -84 -9.74% Q2 2026 Aug 11, 2026
Versant Capital Management, Inc History Reduced 749 10 0.0% 0.0% 363 -34 -4.34% Q2 2026 Jul 02, 2026
ASSETMARK, INC History Added to 733 9 0.0% — 369 +711 3231.82% Q2 2026 Jul 30, 2026
Larson Financial Group LLC History Added to 707 9 0.0% 0.0% 370 +267 60.68% Q2 2026 Aug 14, 2026
Curat Global, LLC History Reduced 534 9 0.01% 0.0% 371 -209 -28.13% Q2 2026 Jul 22, 2026
ST GERMAIN D J CO INC History Reduced 696 9 0.0% 0.0% 368 -15 -2.11% Q2 2026 Jul 21, 2026
CENTRAL TRUST Co History No change 707 9 0.0% 0.0% 367 0 0.0% Q2 2026 Jul 31, 2026
Manchester Capital Management LLC History Reduced 605 8 0.0% 0.0% 372 -407 -40.22% Q2 2026 Aug 13, 2026
Hikari Tsushin, Inc. History No change 599 8 0.0% 0.0% 373 0 0.0% Q2 2026 Aug 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 657 8 0.0% 0.0% 374 0 0.0% Q2 2026 Jul 22, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 545 7 0.0% — 378 +468 607.79% Q2 2026 Jul 07, 2026
Hilltop National Bank History Reduced 537 7 0.0% 0.0% 379 -300 -35.84% Q2 2026 Jul 01, 2026
Geneos Wealth Management Inc. History Reduced 537 7 0.0% 0.0% 376 -20 -3.59% Q2 2026 Aug 06, 2026
MONTAG A & ASSOCIATES INC History No change 554 7 0.0% 0.0% 375 0 0.0% Q2 2026 Aug 05, 2026
DHJJ Financial Advisors, Ltd. History No change 540 7 0.0% 0.0% 377 0 0.0% Q2 2026 Jul 24, 2026
Clearstead Advisors, LLC History Added to 506 6 0.0% 0.0% 381 +9 1.81% Q2 2026 Aug 06, 2026
FIRST FINANCIAL CORP /IN/ History No change 450 6 0.0% 0.0% 380 0 0.0% Q2 2026 Jul 07, 2026
Kimelman & Baird, LLC History No change 450 6 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 18, 2026
MATHER GROUP, LLC. History No change 506 6 0.0% 0.0% 383 0 0.0% Q2 2026 Jul 27, 2026
Quent Capital, LLC History Reduced 412 5 0.0% 0.0% 387 -4,727 -91.98% Q2 2026 Aug 07, 2026
NBT BANK, N.A. History Reduced 370 5 0.0% 0.0% 384 -45 -10.84% Q2 2026 Jul 29, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 386 5 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 13, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 425 5 0.0% 0.0% 386 0 0.0% Q2 2026 Jul 08, 2026
Coston, McIsaac & Partners History No change 372 5 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 12, 2026
Davis Asset Management, L.P. History No change 400 5 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 12, 2026
Private Wealth Management Group, LLC History No change 397 5 0.0% 0.0% 390 0 0.0% Q2 2026 Jul 27, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 303 4 0.0% 0.0% 392 -388 -56.15% Q2 2026 Jul 27, 2026
Bullock Wealth Management Group History Reduced 317 4 0.0% 0.0% 397 -304 -48.95% Q2 2026 Aug 19, 2026
PFS Partners, LLC History Reduced 315 4 0.0% 0.0% 395 -6 -1.87% Q2 2026 Jul 20, 2026
Atlantic Union Bankshares Corp History No change 330 4 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 11, 2026
Westend Capital Management, LLC History No change 313 4 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 07, 2026
Acumen Wealth Advisors, LLC History No change 304 4 0.0% 0.0% 394 0 0.0% Q2 2026 Aug 03, 2026
JPL Wealth Management, LLC History No change 358 4 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 13, 2026
Strategic Wealth Advisors LLC History No change 590 4 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 07, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Reduced 268 3 0.0% 0.0% 401 -425 -61.33% Q2 2026 Jul 30, 2026
MARYLAND CAPITAL ADVISORS INC. History New 253 3 0.0% — 412 +253 New Q2 2026 Jul 17, 2026
ROGCO, LP History Added to 237 3 0.0% — 410 +222 1480.0% Q2 2026 Jul 30, 2026
Blue Trust, Inc. History Reduced 230 3 0.0% 0.0% 407 -24 -9.45% Q2 2026 Jul 21, 2026
Asset Dedication, LLC History Added to 251 3 0.0% 0.0% 403 +22 9.61% Q2 2026 Jul 30, 2026
CALDWELL SUTTER CAPITAL, INC. History Reduced 280 3 0.0% 0.0% 399 -20 -6.67% Q2 2026 Aug 05, 2026
LANARK FINANCIAL, INC. History No change 231 3 0.0% 0.0% 400 0 0.0% Q2 2026 Jul 21, 2026
DekaBank Deutsche Girozentrale History No change 496 3 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 05, 2026
MCF Advisors LLC History No change 294 3 0.0% 0.0% 404 0 0.0% Q2 2026 Aug 12, 2026
Anchor Investment Management, LLC History No change 255 3 0.0% 0.0% 405 0 0.0% Q2 2026 Sep 15, 2026
Measured Wealth Private Client Group, LLC History No change 254 3 0.0% 0.0% 406 0 0.0% Q2 2026 Aug 10, 2026
JTC Employer Solutions Trustee Ltd History No change 200 3 0.0% 0.0% 408 0 0.0% Q2 2026 Jul 31, 2026
City State Bank History No change 261 3 0.0% 0.0% 409 0 0.0% Q2 2026 Jul 14, 2026
Beacon Financial Strategies CORP History No change 283 3 0.0% 0.0% 411 0 0.0% Q2 2026 Jul 08, 2026
Rakuten Securities, Inc. History Reduced 200 2 0.0% 0.01% 435 -2,236 -91.79% Q2 2026 Aug 11, 2026
LOGAN CAPITAL MANAGEMENT INC History New 210 2 0.0% — 443 +210 New Q2 2026 Aug 14, 2026
Spectrum Wealth Advisory Group, LLC History New 191 2 0.0% — 444 +191 New Q2 2026 Aug 06, 2026
Cape Investment Advisory, Inc. History New 190 2 0.0% — 445 +190 New Q2 2026 Jul 23, 2026
First Command Advisory Services, Inc. History Reduced 166 2 0.0% 0.0% 428 -68 -29.06% Q2 2026 Aug 10, 2026
Bollard Group LLC History Reduced 138 2 0.0% 0.0% 422 -46 -25.0% Q2 2026 Aug 12, 2026
CoreCap Advisors, LLC History Reduced 188 2 0.0% 0.0% 432 -35 -15.7% Q2 2026 Jul 06, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 151 2 0.0% 0.0% 427 -27 -15.17% Q2 2026 Aug 10, 2026
JFS WEALTH ADVISORS, LLC History Added to 196 2 0.0% 0.0% 423 +22 12.64% Q2 2026 Jul 10, 2026
SOA Wealth Advisors, LLC. History Reduced 159 2 0.0% 0.0% 431 -20 -11.17% Q2 2026 Jul 21, 2026
TD Capital Management LLC History Reduced 187 2 0.0% 0.0% 420 -10 -5.08% Q2 2026 Aug 06, 2026
CVA Family Office, LLC History Reduced 161 2 0.0% 0.0% 430 -8 -4.73% Q2 2026 Aug 07, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 199 2 0.0% 0.0% 417 -6 -2.93% Q2 2026 Jul 16, 2026
HAZLETT, BURT & WATSON, INC. History Reduced 183 2 0.0% 0.0% 414 -5 -2.66% Q2 2026 Jul 30, 2026
CULLEN/FROST BANKERS, INC. History No change 200 2 0.0% 0.0% 413 0 0.0% Q2 2026 Jul 27, 2026
DANSKE BANK A/S History No change 200 2 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 10, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 200 2 0.0% 0.0% 416 0 0.0% Q2 2026 Jul 21, 2026
BOK Financial Private Wealth, Inc. History No change 218 2 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 07, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 161 2 0.0% — 419 0 0.0% Q2 2026 Aug 07, 2026
Westside Investment Management, Inc. History No change 190 2 0.0% 0.0% 421 0 0.0% Q2 2026 Jul 27, 2026
JNBA Financial Advisors History No change 159 2 0.0% — 424 0 0.0% Q2 2026 Jul 23, 2026
Cranbrook Wealth Management, LLC History No change 169 2 0.0% 0.0% 425 0 0.0% Q2 2026 Aug 06, 2026
Capital Analysts, LLC History No change 170 2 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 05, 2026
Osbon Capital Management LLC History No change 200 2 0.0% 0.0% 429 0 0.0% Q2 2026 Aug 13, 2026
New England Capital Financial Advisors LLC History No change 161 2 0.0% — 433 0 0.0% Q2 2026 Jul 27, 2026
Nemes Rush Group LLC History No change 148 2 0.0% — 434 0 0.0% Q2 2026 Aug 14, 2026
Bank & Trust Co History No change 211 2 0.0% 0.0% 436 0 0.0% Q2 2026 Jul 10, 2026
Kilter Group LLC History No change 185 2 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 11, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 201 2 0.0% 0.0% 438 0 0.0% Q2 2026 Jul 22, 2026
Vision Retirement, LLC History No change 186 2 0.0% 0.0% 439 0 0.0% Q2 2026 Jul 21, 2026
Aventura Private Wealth, LLC History No change 197 2 0.0% 0.0% 440 0 0.0% Q2 2026 Jul 15, 2026
Godfrey Financial Associates, Inc. History No change 163 2 0.0% — 441 0 0.0% Q2 2026 Aug 11, 2026
Hilton Head Capital Partners, LLC History No change 151 2 0.0% — 442 0 0.0% Q2 2026 Jul 27, 2026
TFC Financial Management, Inc. History Reduced 117 1 0.0% 0.0% 474 -3,479 -96.75% Q2 2026 Jul 23, 2026
EFG International AG History Reduced 118 1 0.0% 0.0% 484 -552 -82.39% Q2 2026 Aug 14, 2026
CX Institutional History Reduced 50 1 0.0% 0.0% 466 -142 -73.96% Q2 2026 Jul 01, 2026
Continuum Advisory, LLC History New 142 1 0.0% — 493 +142 New Q2 2026 Aug 06, 2026
Washington Trust Advisors, Inc. History New 120 1 0.0% — 494 +120 New Q2 2026 Jul 29, 2026
Transamerica Financial Advisors, LLC History New 117 1 0.0% — 457 +117 New Q2 2026 Aug 14, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 112 1 0.0% — 496 +112 New Q2 2026 Aug 07, 2026
MANNING & NAPIER ADVISORS LLC History New 100 1 0.0% — 489 +100 New Q2 2026 Aug 13, 2026
Institute for Wealth Management, LLC. History New 92 1 0.0% — 491 +92 New Q2 2026 Jul 28, 2026
Wealth Enhancement Trust Services, Inc. History New 90 1 0.0% — 495 +90 New Q2 2026 Jul 22, 2026
MCDONALD PARTNERS LLC History New 89 1 0.0% — 490 +89 New Q2 2026 Jul 28, 2026
Aberdeen Wealth Management LLC History New 88 1 0.0% — 492 +88 New Q2 2026 Aug 13, 2026
Estabrook Capital Management History Added to 134 1 0.0% — 454 +60 81.08% Q2 2026 Aug 13, 2026
Banque Transatlantique SA History Added to 171 1 0.0% — 482 +60 54.05% Q2 2026 Jul 30, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 145 1 0.0% 0.0% 479 +58 66.67% Q2 2026 Jul 24, 2026
Clearstead Trust, LLC History Added to 76 1 0.0% — 463 +53 230.43% Q2 2026 Aug 06, 2026
EVERMAY WEALTH MANAGEMENT LLC History Added to 98 1 0.0% — 451 +50 104.17% Q2 2026 Jul 27, 2026
SHP Wealth Management History Added to 123 1 0.0% — 473 +48 64.0% Q2 2026 Aug 11, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 90 1 0.0% — 460 +40 80.0% Q2 2026 Jul 30, 2026
Spire Wealth Management History Added to 124 1 0.0% — 475 +38 44.19% Q2 2026 Jul 15, 2026
Nalls Sherbakoff Group, LLC History Reduced 113 1 0.0% — 467 -28 -19.86% Q2 2026 Aug 17, 2026
Keating Financial Advisory Services, Inc. History Reduced 134 1 0.0% — 483 -27 -16.77% Q2 2026 Aug 11, 2026
BAYBAN History Added to 77 1 0.0% — 486 +20 35.09% Q2 2026 Jul 30, 2026
BARRETT & COMPANY, INC. History Added to 132 1 0.0% — 447 +17 14.78% Q2 2026 Jul 24, 2026
GHP Investment Advisors, Inc. History Reduced 100 1 0.0% — 455 -5 -4.76% Q2 2026 Jul 17, 2026
HORIZON BANCORP INC /IN/ History No change 51 1 0.0% — 446 0 0.0% Q2 2026 Aug 04, 2026
ALERUS FINANCIAL NA History No change 81 1 0.0% — 448 0 0.0% Q2 2026 Aug 13, 2026
TOMPKINS FINANCIAL CORP History No change 75 1 0.0% — 449 0 0.0% Q2 2026 Jul 15, 2026
ALBION FINANCIAL GROUP /UT History No change 100 1 0.0% — 450 0 0.0% Q2 2026 Jul 22, 2026
GW&K Investment Management, LLC History No change 46 1 0.0% — 452 0 0.0% Q2 2026 Aug 12, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 82 1 0.0% — 453 0 0.0% Q2 2026 Jul 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 141 1 0.0% — 456 0 0.0% Q2 2026 Jul 07, 2026
Compagnie Lombard Odier SCmA History No change 130 1 0.0% — 458 0 0.0% Q2 2026 Jul 29, 2026
Richardson Capital Management LLC History No change 121 1 0.0% — 459 0 0.0% Q2 2026 Jul 17, 2026
Silicon Valley Capital Partners History No change 82 1 0.0% — 461 0 0.0% Q2 2026 Sep 21, 2026
McIlrath & Eck, LLC History No change 264 1 0.0% 0.0% 462 0 0.0% Q1 2026 May 19, 2026
Bogart Wealth, LLC History No change 98 1 0.0% — 464 0 0.0% Q2 2026 Jul 24, 2026
CNB Bank History No change 84 1 0.0% — 465 0 0.0% Q2 2026 Aug 06, 2026
Golden State Wealth Management, LLC History No change 105 1 0.0% — 468 0 0.0% Q2 2026 Jul 22, 2026
Cedar Mountain Advisors, LLC History No change 96 1 0.0% — 469 0 0.0% Q2 2026 Jul 02, 2026
HOEY INVESTMENTS, INC History No change 134 1 0.0% — 470 0 0.0% Q2 2026 Jul 27, 2026
TSFG, LLC History No change 85 1 0.0% 0.0% 471 0 0.0% Q2 2026 Jul 23, 2026
N.E.W. Advisory Services LLC History No change 129 1 0.0% — 472 0 0.0% Q2 2026 Aug 06, 2026
Smallwood Wealth Investment Management, LLC History No change 98 1 0.0% — 476 0 0.0% Q2 2026 Jul 23, 2026
Glass Jacobson Investment Advisors llc History No change 75 1 0.0% — 477 0 0.0% Q2 2026 Jul 30, 2026
Financial Perspectives, Inc History No change 83 1 0.0% — 478 0 0.0% Q2 2026 Jul 24, 2026
Sachetta, LLC History No change 80 1 0.0% — 480 0 0.0% Q2 2026 Jul 15, 2026
Comprehensive Financial Planning, Inc./PA History No change 98 1 0.0% — 481 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Financial Management LLC History No change 103 1 0.0% — 485 0 0.0% Q2 2026 Aug 28, 2026
Monetary Solutions, Ltd History No change 96 1 0.0% — 487 0 0.0% Q2 2026 Jul 23, 2026
Hamrick Investment Counsel, llc History No change 89 1 0.0% — 488 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Closed out 0 0 — 0.02% — -5,011,100 -100.0% Q2 2026 Aug 14, 2026
Think Investments LP History Closed out 0 0 — 3.14% — -4,000,000 -100.0% Q2 2026 Aug 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Closed out 0 0 — 0.0% — -1,689,210 -100.0% Q2 2026 Aug 03, 2026
Sio Capital Management, LLC History Closed out 0 0 — 0.74% — -865,908 -100.0% Q2 2026 Aug 14, 2026
Bridgewater Associates, LP History Closed out 0 0 — 0.02% — -594,483 -100.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.05% — -476,488 -100.0% Q2 2026 Jul 13, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Closed out 0 0 — 0.01% — -448,874 -100.0% Q2 2026 Aug 13, 2026
Trexquant Investment LP History Closed out 0 0 — 0.02% — -402,790 -100.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History Closed out 0 0 — 0.0% — -340,721 -100.0% Q2 2026 Aug 13, 2026
Pavaki Capital Management LLC History Closed out 0 0 — 0.83% — -328,100 -100.0% Q2 2026 Aug 07, 2026
HRT FINANCIAL LP History Closed out 0 0 — 0.0% — -318,180 -100.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History Closed out 0 0 — 0.0% — -238,000 -100.0% Q2 2026 Aug 14, 2026
Poehling Capital Management, INC. History Closed out 0 0 — 0.28% — -219,288 -100.0% Q2 2026 Jul 20, 2026
VestGen Advisors, LLC History Closed out 0 0 — 0.06% — -170,619 -100.0% Q2 2026 Aug 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History Closed out 0 0 — 0.0% — -167,327 -100.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History Closed out 0 0 — 0.01% — -163,067 -100.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA ADVISORS GROUP, INC. History Closed out 0 0 — 0.03% — -162,915 -100.0% Q2 2026 Aug 14, 2026
TWINBEECH CAPITAL LP History Closed out 0 0 — 0.1% — -156,721 -100.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History Closed out 0 0 — 0.04% — -128,309 -100.0% Q2 2026 Aug 03, 2026
Aviance Capital Partners, LLC History Closed out 0 0 — 0.07% — -105,723 -100.0% Q2 2026 Jul 30, 2026
Philip James Wealth Mangement, LLC History Closed out 0 0 — 0.07% — -100,796 -100.0% Q2 2026 Jul 27, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 — 0.09% — -89,236 -100.0% Q2 2026 Aug 04, 2026
VARCOV Co. History Closed out 0 0 — 0.19% — -87,302 -100.0% Q2 2026 Aug 14, 2026
Jain Global LLC History Closed out 0 0 — 0.0% — -84,732 -100.0% Q2 2026 Aug 14, 2026
Arnhold LLC History Closed out 0 0 — 0.03% — -77,030 -100.0% Q2 2026 Jul 27, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 3 0 — 0.0% — -75,230 -100.0% Q2 2026 Aug 13, 2026
MANGROVE PARTNERS IM, LLC History Closed out 0 0 — 0.04% — -73,164 -100.0% Q2 2026 Aug 14, 2026
Unifi Asset Management LP History Closed out 0 0 — 0.12% — -69,050 -100.0% Q2 2026 Aug 07, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Closed out 0 0 — 0.0% — -58,657 -100.0% Q2 2026 Aug 14, 2026
Sterneck Capital Management, LLC History Closed out 0 0 — 0.16% — -58,485 -100.0% Q2 2026 Jul 30, 2026
State of Wyoming History Closed out 0 0 — 0.04% — -54,310 -100.0% Q2 2026 Aug 06, 2026
Jump Financial, LLC History Closed out 0 0 — 0.0% — -52,456 -100.0% Q2 2026 Aug 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 — 0.03% — -52,272 -100.0% Q2 2026 Aug 14, 2026
Lighthouse Investment Partners, LLC History Closed out 0 0 — 0.01% — -47,340 -100.0% Q2 2026 Aug 14, 2026
Radnor Capital Management, LLC History Closed out 0 0 — 0.04% — -43,316 -100.0% Q2 2026 Jul 16, 2026
SEB Asset Management AB History Closed out 0 0 — 0.0% — -35,107 -100.0% Q2 2026 Aug 04, 2026
Freestone Grove Partners LP History Closed out 0 0 — 0.0% — -30,774 -100.0% Q2 2026 Aug 14, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History Closed out 0 0 — 0.01% — -28,001 -100.0% Q2 2026 Aug 13, 2026
Compound Planning, Inc. History Closed out 0 0 — 0.01% — -27,591 -100.0% Q2 2026 Aug 04, 2026
Venture Visionary Partners LLC History Closed out 0 0 — 0.0% — -24,195 -100.0% Q2 2026 Jul 27, 2026
SummitTX Capital, L.P. History Closed out 0 0 — 0.0% — -23,455 -100.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Closed out 0 0 — 0.0% — -22,481 -100.0% Q2 2026 Aug 14, 2026
Gilman Hill Asset Management, LLC History Closed out 0 0 — 0.02% — -21,740 -100.0% Q2 2026 Jul 09, 2026
ARGA Investment Management, LP History Closed out 0 0 — 0.0% — -20,735 -100.0% Q2 2026 Jul 31, 2026
BTG Pactual Asset Management US LLC History Closed out 0 0 — 0.01% — -19,456 -100.0% Q2 2026 Aug 14, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 — 0.01% — -18,160 -100.0% Q2 2026 Aug 11, 2026
AXQ CAPITAL, LP History Closed out 0 0 — 0.01% — -15,532 -100.0% Q2 2026 Aug 06, 2026
EntryPoint Capital, LLC History Closed out 0 0 — 0.03% — -15,231 -100.0% Q2 2026 Aug 13, 2026
Kendall Capital Management History Closed out 0 0 — 0.02% — -15,228 -100.0% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History Closed out 0 0 — 0.0% — -14,333 -100.0% Q2 2026 Aug 07, 2026
Ensign Peak Advisors, Inc History Closed out 0 0 — 0.0% — -13,959 -100.0% Q2 2026 Aug 14, 2026
Bill Few Associates, Inc. History Closed out 0 0 — 0.02% — -13,942 -100.0% Q2 2026 Jul 07, 2026
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 — 0.0% — -13,873 -100.0% Q2 2026 Sep 23, 2026
Quantessence Capital LLC History Closed out 0 0 — 0.37% — -12,833 -100.0% Q2 2026 Aug 14, 2026
EXCALIBUR MANAGEMENT CORP History Closed out 0 0 — 0.02% — -11,629 -100.0% Q2 2026 Aug 03, 2026
Invst, LLC History Closed out 0 0 — 0.01% — -11,054 -100.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History Closed out 0 0 — 0.0% — -10,688 -100.0% Q2 2026 Jul 28, 2026
WNY Asset Management, LLC History Closed out 0 0 — 0.01% — -10,666 -100.0% Q2 2026 Aug 17, 2026
Catalyst Funds Management Pty Ltd History Closed out 0 0 — 0.01% — -10,000 -100.0% Q2 2026 Aug 10, 2026
Advisory Services Network, LLC History Closed out 0 0 — 0.0% — -9,109 -100.0% Q2 2026 Aug 12, 2026
MAI Capital Management History Closed out 0 0 — 0.0% — -6,217 -100.0% Q2 2026 Aug 14, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Closed out 0 0 — 0.0% — -730 -100.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History Reduced 66 0 — 0.0% — -602 -90.12% Q2 2026 Aug 10, 2026
WAYCROSS PARTNERS, LLC History Closed out 0 0 — 0.0% — -550 -100.0% Q2 2026 Aug 11, 2026
Ascentis Independent Advisors History Closed out 0 0 — 0.0% — -379 -100.0% Q2 2026 Aug 04, 2026
Citizens National Bank Trust Department History Closed out 0 0 — 0.0% — -305 -100.0% Q2 2026 Jul 22, 2026
DT Investment Partners, LLC History Reduced 7 0 — 0.0% — -283 -97.59% Q2 2026 Jul 27, 2026
Activest Wealth Management History Reduced 14 0 — 0.0% — -170 -92.39% Q2 2026 Jul 16, 2026
WPG Advisers, LLC History Reduced 49 0 — 0.0% — -168 -77.42% Q2 2026 Aug 05, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 — — — -160 -100.0% Q2 2026 Aug 14, 2026
WHI TRUST Co LLC History Closed out 0 0 — — — -159 -100.0% Q2 2026 Aug 11, 2026
Addison Advisors LLC History Closed out 0 0 — — — -149 -100.0% Q2 2026 Aug 10, 2026
Root Financial Partners, LLC History Closed out 0 0 — — — -149 -100.0% Q2 2026 Jul 29, 2026
Caldwell Trust Co History Reduced 6 0 — — — -145 -96.03% Q2 2026 Aug 03, 2026
BOKF, NA History Reduced 30 0 — — — -130 -81.25% Q2 2026 Aug 10, 2026
Destiny Wealth Partners, LLC History Closed out 0 0 — — — -116 -100.0% Q2 2026 Aug 07, 2026
BNP PARIBAS History Closed out 0 0 — — — -95 -100.0% Q2 2026 Aug 13, 2026
Stone House Investment Management, LLC History New 71 0 — — — +71 New Q2 2026 Aug 05, 2026
Cromwell Holdings LLC History New 62 0 — — — +62 New Q2 2026 Jul 13, 2026
Harborfront Financial Group LLC History New 62 0 — — — +62 New Q2 2026 Aug 07, 2026
VALLEY NATIONAL ADVISERS INC History New 61 0 — — — +61 New Q2 2026 Jul 29, 2026
Main Street Group, LTD History Closed out 0 0 — — — -60 -100.0% Q2 2026 Jul 13, 2026
ENTRUST FINANCIAL LLC History Closed out 0 0 — — — -60 -100.0% Q2 2026 Jul 20, 2026
POM Investment Strategies, LLC History Reduced 52 0 — — — -50 -49.02% Q2 2026 Jul 30, 2026
Wealth Preservation Advisors, LLC History Closed out 0 0 — — — -50 -100.0% Q2 2026 Aug 14, 2026
WFA of San Diego, LLC History Closed out 0 0 — — — -42 -100.0% Q2 2026 Aug 14, 2026
Silver Grove Financial Group, Inc. History New 41 0 — — — +41 New Q2 2026 Aug 13, 2026
Glen Eagle Advisors, LLC History Added to 55 0 — — — +39 243.75% Q2 2026 Aug 14, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 39 0 — — — +39 New Q2 2026 Jul 24, 2026
Markowski Investments History New 39 0 — — — +39 New Q2 2026 Aug 13, 2026
Ankerstar Wealth, LLC History New 38 0 — — — +38 New Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History New 37 0 — — — +37 New Q2 2026 Aug 11, 2026
LifeSteps Financial, Inc. History New 34 0 — — — +34 New Q2 2026 Jul 17, 2026
Highland Investment Advisors LLC History New 32 0 — — — +32 New Q2 2026 Aug 13, 2026
Vanguard National Trust Co History Reduced 10 0 — — — -29 -74.36% Q2 2026 Aug 13, 2026
HORIZON FINANCIAL SERVICES, LLC History New 28 0 — — — +28 New Q2 2026 Jul 20, 2026
Evolution Advisers, Inc. History New 27 0 — — — +27 New Q2 2026 Jul 31, 2026
Corsicana & Co. History New 26 0 — — — +26 New Q2 2026 Jul 24, 2026
AdvisorNet Financial, Inc History Reduced 54 0 — — — -25 -31.65% Q2 2026 Jul 23, 2026
GILL CAPITAL PARTNERS, LLC History New 25 0 — — — +25 New Q2 2026 Aug 20, 2026
COMPASS FINANCIAL MANAGEMENT LLC History New 24 0 — — — +24 New Q2 2026 Aug 12, 2026
Scarborough Advisors, LLC History Closed out 0 0 — — — -24 -100.0% Q2 2026 Jul 21, 2026
Evelyn Partners Group Ltd History New 23 0 — — — +23 New Q2 2026 Aug 07, 2026
Plante Moran Financial Advisors, LLC History Added to 61 0 — — — +21 52.5% Q2 2026 Aug 06, 2026
FINANCIAL CONSULATE, INC History Reduced 34 0 — — — -20 -37.04% Q2 2026 Jul 23, 2026
MBM WEALTH CONSULTANTS, LLC History Closed out 0 0 — — — -20 -100.0% Q2 2026 Jul 24, 2026
SouthState Bank Corp History Added to 70 0 — — — +19 37.25% Q2 2026 Aug 06, 2026
Riverview Trust Co History Closed out 0 0 — — — -19 -100.0% Q2 2026 Jul 31, 2026
Rosenberg Matthew Hamilton History New 17 0 — — — +17 New Q2 2026 Jul 17, 2026
Operose Advisors LLC History New 16 0 — — — +16 New Q2 2026 Aug 13, 2026
True Wealth Design, LLC History New 16 0 — — — +16 New Q2 2026 Jul 16, 2026
Signature Equity Partners, LLC History Reduced 9 0 — — — -15 -62.5% Q2 2026 Jul 30, 2026
Johnson Financial Group, Inc. History New 15 0 — — — +15 New Q2 2026 Aug 10, 2026
Fairman Group, LLC History Closed out 0 0 — — — -15 -100.0% Q2 2026 Aug 04, 2026
Davis Capital Management History New 14 0 — — — +14 New Q2 2026 Jul 16, 2026
WEBSTER BANK, N. A. History Reduced 65 0 — — — -13 -16.67% Q2 2026 Jul 20, 2026
Core Capital Management & Research, inc. History New 13 0 — — — +13 New Q2 2026 Sep 09, 2026
Oakmont Advisory Group, LLC History New 12 0 — — — +12 New Q2 2026 Aug 03, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Closed out 0 0 — — — -12 -100.0% Q2 2026 Aug 13, 2026
Mosley Wealth Management History Closed out 0 0 — — — -12 -100.0% Q2 2026 Jul 23, 2026
Lloyd Advisory Services, LLC. History Closed out 0 0 — — — -11 -100.0% Q2 2026 Aug 07, 2026
SOUTHERN MICHIGAN BANK & TRUST History Added to 38 0 — — — +10 35.71% Q2 2026 Jul 21, 2026
Central Pacific Bank - Trust Division History Added to 32 0 — — — +10 45.45% Q2 2026 Jul 07, 2026
Concord Wealth Partners History New 10 0 — — — +10 New Q2 2026 Jul 27, 2026
Buck Wealth Strategies, LLC History New 10 0 — — — +10 New Q2 2026 Jul 30, 2026
MOTCO History Closed out 0 0 — — — -8 -100.0% Q2 2026 Jul 31, 2026
Crews Bank & Trust History Reduced 38 0 — — — -6 -13.64% Q2 2026 Jul 16, 2026
Bay Harbor Wealth Management, LLC History Closed out 0 0 — — — -6 -100.0% Q2 2026 Jul 28, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — — — -6 -100.0% Q2 2026 Jul 27, 2026
Grove Bank & Trust History Reduced 44 0 — — — -5 -10.2% Q2 2026 Jul 07, 2026
DiNuzzo Private Wealth, Inc. History Reduced 32 0 — — — -5 -13.51% Q2 2026 Jul 10, 2026
Westfuller Advisors, LLC History Closed out 0 0 — — — -4 -100.0% Q2 2026 Jul 29, 2026
Front Row Advisors LLC History New 3 0 — — — +3 New Q2 2026 Aug 13, 2026
Trust Co History Reduced 36 0 — — — -2 -5.26% Q2 2026 Jul 10, 2026
Signature Resources Capital Management, LLC History Added to 48 0 — — — +2 4.35% Q2 2026 Jul 13, 2026
Abound Wealth Management History Reduced 31 0 — — — -2 -6.06% Q2 2026 Jul 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 3 0 — — — -1 -25.0% Q2 2026 Jul 28, 2026
Vermillion Wealth Management, Inc. History Reduced 27 0 — — — -1 -3.57% Q2 2026 Jul 15, 2026
Dunhill Financial, LLC History Reduced 15 0 — — — -1 -6.25% Q2 2026 Aug 07, 2026
Hughes Financial Services, LLC History Reduced 2 0 — — — -1 -33.33% Q2 2026 Jul 20, 2026
GODSEY & GIBB, INC History Closed out 0 0 — — — -1 -100.0% Q2 2026 Jul 13, 2026
FIRST HORIZON CORP History No change 11 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 63 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
NATIONAL BANK OF CANADA /FI/ History No change 54 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
FEDERATED HERMES, INC. History No change 4 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 30 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 65 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
COUNTRY TRUST BANK History No change 40 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 25 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Bangor Savings Bank History No change 56 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
KELLEHER FINANCIAL ADVISORS History No change 22 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 27 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Colonial Trust Advisors History No change 22 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Financial Management Professionals, Inc. History No change 13 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
Battery Global Advisors, LLC History No change 71 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Blume Capital Management, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Oakworth Capital, Inc. History No change 11 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Capital Advisors, Ltd. LLC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Tradewinds Capital Management, LLC History No change 30 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Sunbelt Securities, Inc. History No change 5 0 — — — 0 0.0% Q1 2026 May 15, 2026
Roble, Belko & Company, Inc History No change 22 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Moisand Fitzgerald Tamayo, LLC History No change 62 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
NVWM, LLC History No change 40 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Pacific Center for Financial Services History No change 22 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Bancorp, Inc. History No change 63 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Global Trust Asset Management, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Crewe Advisors LLC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Steigerwald, Gordon & Koch Inc. History No change 20 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Centerpoint Advisors, LLC History No change 20 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Kozak & Associates, Inc. History No change 36 0 — — — 0 0.0% Q2 2026 Jul 02, 2026
IFS Advisors, LLC History No change 58 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Princeton Global Asset Management LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Avion Wealth History No change 65 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Physician Wealth Advisors, Inc. History No change 32 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Elevated Capital Advisors, LLC History No change 40 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Center for Financial Planning, Inc. History No change 10 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Archer Investment Corp History No change 50 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
High Note Wealth, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Fortis Group Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Planning Group LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
MTM Investment Management, LLC History No change 59 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
WOLFF WIESE MAGANA LLC History No change 52 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
RMG Wealth Management LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 25 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Twin Lakes Capital Management, LLC History No change 41 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
Piscataqua Savings Bank History No change 20 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
NFSG Corp History No change 31 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
MILLER WEALTH ADVISORS, LLC History No change 38 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Strengthening Families & Communities, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 30 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Horizons Wealth Management History No change 42 0 — — — 0 0.0% Q1 2026 Apr 02, 2026
Lodestone Wealth Management LLC History No change 21 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
SWAN Capital LLC History No change 32 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Co / SC History No change 30 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Strategic Investment Solutions, Inc. /IL History No change 25 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
Kingdom Financial Group LLC. History No change 11 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Park Place Capital Corp History No change 10 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Aspect Partners, LLC History No change 20 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Bruce G. Allen Investments, LLC History No change 60 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Bare Financial Services, Inc History No change 69 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Tidemark, LLC History No change 23 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Hara Capital LLC History No change 45 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 10 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 3 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
American Capital Advisory, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
LRI Investments, LLC History No change 39 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
IMG Wealth Management, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Fairscale Capital, LLC History No change 28 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Ascentis Wealth Management, LLC History No change 30 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Seneschal Advisors, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Retirement Wealth Solutions LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 07, 2026
Raiffeisen Bank International AG History No change 20 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Generali Asset Management SPA SGR History No change 25 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
BankPlus Trust Department History No change 20 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
VSM Wealth Advisory, LLC History No change 50 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Graney & King, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Spurstone Advisory Services, LLC History No change 37 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Navigoe, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Rossby Financial, LCC History No change 60 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
ROSS\JOHNSON & Associates LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
PINNEY & SCOFIELD, INC. History No change 20 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
AMERIFLEX GROUP, INC. History No change 47 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Evelyn Partners Investment Management (Europe) Ltd History No change 23 0 — — — 0 0.0% Q1 2026 May 15, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 10 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
TOWER TRUST & INVESTMENT Co History No change 6 0 — — — 0 0.0% Q2 2026 Jul 09, 2026
MidFirst Bank History No change 30 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Boreal Capital Management LLC History No change 3 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Holos Integrated Wealth LLC History No change 50 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Napier Financial, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
KERR FINANCIAL PLANNING Corp History No change 1 0 — — — 0 0.0% Q2 2026 Jul 02, 2026
Meramec Financial Planners, LLC History No change 38 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Advocate Investing Services LLC History No change 11 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Sunrise Financial Services, LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 8 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 13 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
NorthAvenue LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Medallion Wealth Advisors, LLC History No change 44 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
3 FACTOR INDEXING, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
Essential Investment Partners LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 15, 2026