Organon & Co. - OGN
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 | 32,056,866 | 434,049 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pentwater Capital Management LP | History | No change | 18,100,000 | 245,074 | 1.5% | 1.5% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 15,132,118 | 204,888 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 11,909,865 | 161,259 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 9,659,371 | 130,787 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 5,199,002 | 70,394 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 4,856,529 | 65,757 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 4,815,610 | 65,219 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Man Group plc | History | No change | 4,180,500 | 56,603 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR Arbitrage LLC | History | No change | 3,880,354 | 52,384 | 0.75% | 0.75% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 3,737,036 | 50,599 | 0.09% | 0.09% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 3,457,262 | 46,811 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 3,442,430 | 46,610 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,258,845 | 44,647 | 0.01% | 0.01% | 14 | -7,981 | -0.24% | Q3 2026 | Nov 04, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 3,296,642 | 44,636 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 3,099,481 | 41,966 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capula Management Ltd | History | No change | 3,049,207 | 41,286 | 0.15% | 0.15% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | No change | 3,009,630 | 40,750 | 2.72% | 2.72% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnetar Financial LLC | History | No change | 2,810,019 | 38,047 | 0.35% | 0.35% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLAZER CAPITAL, LLC | History | No change | 2,746,569 | 37,196 | 0.91% | 0.91% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KAHN BROTHERS GROUP INC | History | No change | 2,670,523 | 36,158 | 5.72% | 5.72% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,497,547 | 33,816 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WATER ISLAND CAPITAL LLC | History | No change | 2,349,099 | 31,806 | 2.96% | 2.96% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,197,194 | 30,101 | 0.0% | 0.01% | 24 | -84,967 | -3.72% | Q3 2026 | Nov 05, 2026 |
| MORGAN STANLEY | History | No change | 2,202,199 | 29,817 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kryger Capital LLC | History | No change | 2,152,693 | 29,147 | 1.66% | 1.66% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 4,754,671 | 28,480 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 2,093,459 | 28,345 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,080,508 | 28,170 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 1,857,000 | 25,143 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 1,660,492 | 22,483 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 1,643,187 | 22,248 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westchester Capital Management, LLC | History | No change | 1,426,578 | 19,315 | 0.95% | 0.95% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIG Advisors, LLC | History | No change | 1,400,283 | 18,959 | 0.84% | 0.84% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | No change | 1,345,233 | 18,214 | 1.14% | 1.14% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 1,245,982 | 17,069 | 0.01% | 0.01% | 36 | -20,632 | -1.63% | Q3 2026 | Nov 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,245,588 | 16,815 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1,187,549 | 16,079 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 1,078,134 | 14,571 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 1,032,313 | 13,977 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 1,009,842 | 13,673 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 975,796 | 13,212 | 0.07% | 0.07% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 954,910 | 12,929 | 0.08% | 0.08% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Polar Asset Management Partners Inc. | History | No change | 949,806 | 12,860 | 0.21% | 0.21% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 902,195 | 12,215 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 846,659 | 11,463 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 837,305 | 11,337 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 828,133 | 11,212 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centiva Capital, LP | History | No change | 825,200 | 11,173 | 0.1% | 0.1% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Groupe la Francaise | History | No change | 775,382 | 10,498 | 0.13% | 0.13% | 50 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 739,022 | 10,124 | 0.28% | 1.33% | 51 | -3,003,139 | -80.25% | Q3 2026 | Nov 04, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 743,270 | 10,063 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 742,009 | 10,046 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 736,353 | 9,970 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 729,502 | 9,877 | 0.07% | 0.07% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | No change | 704,100 | 9,646 | 0.29% | 0.3% | 56 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Sagefield Capital LP | History | No change | 701,857 | 9,503 | 0.7% | 0.7% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 669,375 | 9,063 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| P SCHOENFELD ASSET MANAGEMENT LP | History | No change | 667,400 | 9,036 | 3.7% | 3.7% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Absolute Gestao de Investimentos Ltda. | History | No change | 665,230 | 9,007 | 0.91% | 0.91% | 60 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 663,233 | 8,980 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 649,755 | 8,797 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | No change | 584,944 | 7,920 | 0.51% | 0.51% | 63 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | No change | 575,000 | 7,785 | 1.07% | 1.07% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 575,000 | 7,785 | 0.06% | 0.06% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 567,310 | 7,681 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 554,832 | 7,512 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 548,700 | 7,429 | 1.08% | 1.08% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 538,388 | 7,289 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 524,430 | 7,184 | 0.05% | 0.05% | 70 | +21,313 | 4.24% | Q3 2026 | Nov 04, 2026 |
| Swiss National Bank | History | No change | 526,475 | 7,128 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WINTON GROUP Ltd | History | No change | 509,862 | 6,903 | 0.22% | 0.22% | 72 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 504,647 | 6,832 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 500,000 | 6,770 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 496,563 | 6,723 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 486,400 | 6,585 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alberta Investment Management Corp | History | No change | 450,000 | 6,093 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carmignac Gestion | History | No change | 448,606 | 6,074 | 0.08% | 0.08% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maven Securities LTD | History | No change | 434,200 | 5,879 | 0.12% | 0.12% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 421,790 | 5,711 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 408,184 | 5,526 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestcor Inc | History | No change | 406,752 | 5,507 | 0.14% | 0.14% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LMR Partners LLP | History | No change | 396,842 | 5,373 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Trust Capital Management L.P. | History | No change | 390,939 | 5,293 | 0.31% | 0.31% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 390,745 | 5,290 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 390,232 | 5,283 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 374,251 | 5,067 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 351,863 | 4,764 | 0.16% | 0.16% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 318,314 | 4,478 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 315,858 | 4,276 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 307,400 | 4,162 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 300,215 | 4,064 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Tidal Investments LLC | History | No change | 285,099 | 3,860 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CM Management, LLC | History | No change | 275,000 | 3,723 | 2.36% | 2.36% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SECTOR GAMMA AS | History | No change | 270,781 | 3,666 | 0.8% | 0.8% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 247,526 | 3,391 | 0.23% | 0.2% | 96 | +32,887 | 15.32% | Q3 2026 | Oct 22, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 248,207 | 3,360 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 244,500 | 3,310 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 241,392 | 3,268 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 239,671 | 3,246 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 239,262 | 3,239 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 231,672 | 3,174 | 0.01% | 0.01% | 102 | -1,606 | -0.69% | Q3 2026 | Oct 22, 2026 |
| PDT Partners, LLC | History | No change | 230,275 | 3,117 | 0.16% | 0.16% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 223,873 | 3,067 | 0.29% | 0.31% | 104 | -2,510 | -1.11% | Q3 2026 | Nov 03, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 218,888 | 2,963 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kintayl Capital LP | History | No change | 214,850 | 2,909 | 1.16% | 1.16% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 214,341 | 2,902 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 210,911 | 2,857 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 195,100 | 2,641 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Reduced | 192,456 | 2,636 | 0.0% | 0.0% | 110 | -199,812 | -50.94% | Q3 2026 | Nov 04, 2026 |
| IMC-Chicago, LLC | History | Reduced | 191,600 | 2,624 | 0.0% | 0.0% | 111 | -95,700 | -33.31% | Q3 2026 | Nov 05, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 191,460 | 2,623 | 0.02% | 0.03% | 112 | -70,555 | -26.93% | Q3 2026 | Nov 02, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 202,173 | 2,487 | 0.18% | 0.18% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 176,719 | 2,421 | 0.0% | 0.0% | 114 | +5,666 | 3.31% | Q3 2026 | Nov 02, 2026 |
| Twin Securities, Inc. | History | No change | 175,100 | 2,370 | 1.06% | 1.06% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 171,100 | 2,316 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 167,026 | 2,288 | 0.0% | 0.0% | 117 | -5,415 | -3.14% | Q3 2026 | Nov 05, 2026 |
| HARVEST MANAGEMENT LLC | History | No change | 158,800 | 2,150 | 0.84% | 0.84% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 158,117 | 2,140 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 152,376 | 2,087 | 0.0% | 0.0% | 120 | -144,201 | -48.62% | Q3 2026 | Nov 04, 2026 |
| Yakira Capital Management, Inc. | History | No change | 148,939 | 2,016 | 0.57% | 0.57% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 135,849 | 1,861 | 0.02% | 0.02% | 122 | -1,143 | -0.83% | Q3 2026 | Nov 05, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 136,800 | 1,852 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 132,173 | 1,789 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 122,697 | 1,661 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 121,873 | 1,650 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 119,069 | 1,631 | 0.05% | 0.01% | 127 | +93,228 | 360.78% | Q3 2026 | Oct 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 118,964 | 1,610 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SEI INVESTMENTS CO | History | No change | 118,511 | 1,604 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 115,640 | 1,566 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 113,800 | 1,541 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 111,900 | 1,533 | 0.02% | 0.02% | 132 | -3,200 | -2.78% | Q3 2026 | Oct 20, 2026 |
| Versor Investments LP | History | Added to | 110,761 | 1,517 | 2.54% | 2.5% | 133 | +23,121 | 26.38% | Q3 2026 | Oct 23, 2026 |
| Treasurer of the State of North Carolina | History | No change | 111,484 | 1,509 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 110,455 | 1,495 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 110,021 | 1,489 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 108,059 | 1,480 | 0.02% | 0.03% | 137 | -72,604 | -40.19% | Q3 2026 | Oct 09, 2026 |
| BARCLAYS PLC | History | No change | 106,976 | 1,448 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blackstone Inc. | History | No change | 105,480 | 1,428 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 102,709 | 1,407 | 0.02% | 0.01% | 140 | +18,268 | 21.63% | Q3 2026 | Oct 21, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 101,713 | 1,377 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 97,352 | 1,318 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | No change | 96,872 | 1,311 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Walleye Capital LLC | History | No change | 94,900 | 1,284 | 0.0% | 0.0% | 144 | 0 | 0.0% | 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 | No change | 93,344 | 1,264 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 86,872 | 1,176 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 86,030 | 1,164 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 84,811 | 1,161 | 0.0% | 0.0% | 149 | +640 | 0.76% | Q3 2026 | Nov 05, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 84,510 | 1,144 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 82,327 | 1,114 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 80,022 | 1,083 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mint Tower Capital Management B.V. | History | No change | 80,000 | 1,083 | 0.12% | 0.12% | 153 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Olympiad Research LP | History | No change | 75,358 | 1,032 | 1.34% | 2.12% | 154 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| GARDNER LEWIS ASSET MANAGEMENT L P | History | No change | 76,053 | 1,029 | 0.23% | 0.23% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Added to | 73,964 | 1,013 | 0.0% | 0.0% | 156 | +2,135 | 2.97% | Q3 2026 | Nov 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 74,611 | 1,010 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 72,780 | 997 | 0.01% | 0.01% | 158 | -2,464 | -3.27% | Q3 2026 | Oct 23, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 73,534 | 995 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 73,025 | 988 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 70,324 | 963 | 0.02% | 0.01% | 161 | +20,106 | 40.04% | Q3 2026 | Nov 05, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 66,877 | 916 | 0.11% | 0.12% | 162 | -2,005 | -2.91% | Q3 2026 | Nov 02, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 65,456 | 896 | 0.01% | 0.01% | 163 | -2,557 | -3.76% | Q3 2026 | Oct 22, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 65,333 | 885 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 65,137 | 881 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 64,743 | 876 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 62,928 | 862 | 0.0% | 0.0% | 167 | -4,222 | -6.29% | Q3 2026 | Nov 05, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 61,874 | 847 | 0.0% | 0.01% | 168 | -125,398 | -66.96% | Q3 2026 | Nov 03, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 59,952 | 821 | 0.01% | 0.01% | 169 | -1 | -0.0% | Q3 2026 | Oct 23, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 58,959 | 807 | 0.01% | 0.01% | 170 | -600 | -1.01% | Q3 2026 | Oct 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 58,400 | 790 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 56,865 | 769 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 56,481 | 764 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 56,076 | 759 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| KLCM Advisors, Inc. | History | No change | 55,807 | 755 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 55,210 | 747 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CSS LLC/IL | History | No change | 53,743 | 727 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 52,692 | 713 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 50,000 | 685 | 0.01% | 0.0% | 179 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Lido Advisors, LLC | History | Added to | 49,834 | 682 | 0.0% | 0.0% | 180 | +1,138 | 2.34% | Q3 2026 | Nov 04, 2026 |
| ALLSTATE CORP | History | No change | 48,790 | 660 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 48,800 | 660 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 48,475 | 656 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 46,549 | 630 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 46,561 | 630 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 46,515 | 629 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Decagon Asset Management LLP | History | No change | 45,700 | 618 | 0.12% | 0.12% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PenderFund Capital Management Ltd. | History | No change | 44,900 | 607 | 0.08% | 0.08% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 44,117 | 604 | 0.01% | 0.01% | 189 | -42,362 | -48.99% | Q3 2026 | Oct 15, 2026 |
| Cetera Investment Advisers | History | No change | 43,850 | 593 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 42,381 | 573 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 42,309 | 573 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 41,409 | 560 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 41,067 | 556 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 40,144 | 549 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 38,424 | 520 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | No change | 37,664 | 510 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Trail Advisors, LLC | History | No change | 35,194 | 476 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | Added to | 34,515 | 472 | 0.0% | 0.0% | 199 | +365 | 1.07% | Q3 2026 | Oct 15, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 33,980 | 465 | 0.0% | 0.0% | 200 | +707 | 2.12% | Q3 2026 | Nov 03, 2026 |
| Fieldview Capital Management, LLC | History | No change | 33,962 | 459 | 0.13% | 0.13% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 32,577 | 446 | 0.0% | 0.0% | 202 | -75 | -0.23% | Q3 2026 | Oct 23, 2026 |
| Fruth Investment Management | History | Reduced | 32,533 | 445 | 0.11% | 0.11% | 204 | -767 | -2.3% | Q3 2026 | Oct 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 32,899 | 445 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 32,772 | 443 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 31,609 | 433 | 0.0% | 0.0% | 206 | +3,913 | 14.13% | Q3 2026 | Nov 02, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 31,310 | 428 | 0.0% | 0.0% | 207 | -678 | -2.12% | Q3 2026 | Oct 27, 2026 |
| AE Wealth Management LLC | History | No change | 31,498 | 426 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ProShare Advisors LLC | History | Reduced | 30,654 | 419 | 0.0% | 0.0% | 209 | -613 | -1.96% | Q3 2026 | Oct 28, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 30,170 | 413 | 0.04% | — | 210 | +30,170 | New | Q3 2026 | Nov 05, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 30,401 | 411 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 29,987 | 406 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 29,588 | 405 | 0.0% | 0.0% | 213 | +14,615 | 97.61% | Q3 2026 | Oct 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 28,291 | 383 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 27,834 | 382 | 0.0% | 0.0% | 215 | -358 | -1.27% | Q3 2026 | Oct 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 27,467 | 372 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Range Financial Group LLC | History | Reduced | 26,707 | 365 | 0.1% | 0.11% | 217 | -1,745 | -6.13% | Q3 2026 | Oct 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 26,673 | 361 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 25,963 | 356 | 0.01% | 0.02% | 219 | -16,278 | -38.54% | Q3 2026 | Oct 29, 2026 |
| Arax Advisory Partners | History | No change | 25,991 | 351 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CACTI ASSET MANAGEMENT LLC | History | No change | 25,000 | 343 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| CIBC Asset Management Inc | History | Reduced | 24,094 | 330 | 0.0% | 0.0% | 222 | -534 | -2.17% | Q3 2026 | Nov 05, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 24,019 | 325 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NOMURA HOLDINGS INC | History | No change | 21,969 | 297 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 21,616 | 292 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 19,697 | 266 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Forum Finance Group S.A. | History | No change | 24,000 | 263 | 0.09% | 0.09% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bayforest Capital Ltd | History | Added to | 18,822 | 257 | 0.38% | 0.01% | 228 | +17,953 | 2065.94% | Q3 2026 | Nov 03, 2026 |
| DnB Asset Management AS | History | No change | 18,926 | 256 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 18,627 | 255 | 0.03% | 0.04% | 230 | -6,588 | -26.13% | Q3 2026 | Nov 03, 2026 |
| CHOREO, LLC | History | Added to | 18,511 | 253 | 0.0% | 0.0% | 233 | +886 | 5.03% | Q3 2026 | Oct 28, 2026 |
| XPONANCE LLC | History | Reduced | 18,499 | 253 | 0.0% | 0.0% | 232 | -287 | -1.53% | Q3 2026 | Nov 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 18,709 | 253 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 18,058 | 248 | 0.01% | 0.01% | 234 | -1,495 | -7.65% | Q3 2026 | Oct 09, 2026 |
| Caprock Group, LLC | History | No change | 18,197 | 246 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Transmarket Holdings LP | History | New | 17,951 | 245 | 0.14% | — | 237 | +17,951 | New | Q3 2026 | Oct 27, 2026 |
| Empirical Asset Management, LLC | History | No change | 18,165 | 245 | 0.06% | 0.06% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| True Freedom Investing, LLC | History | New | 16,942 | 232 | 0.04% | — | 238 | +16,942 | New | Q3 2026 | Oct 29, 2026 |
| Mariner, LLC | History | No change | 16,957 | 229 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 16,797 | 227 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sagewood Asset Management LP | History | No change | 16,747 | 226 | 0.05% | 0.05% | 241 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EQUITEC PROPRIETARY MARKETS, LLC | History | No change | 16,200 | 221 | 0.06% | 0.04% | 242 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 16,304 | 221 | 0.05% | 0.05% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 15,621 | 211 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 15,012 | 203 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rafferty Asset Management, LLC | History | No change | 14,846 | 201 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Utah Retirement Systems | History | No change | 14,070 | 190 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH EFFECTS LLC | History | No change | 13,912 | 190 | 0.05% | 0.05% | 248 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 13,765 | 186 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 13,486 | 184 | 0.01% | 0.01% | 250 | -1,503 | -10.03% | Q3 2026 | Oct 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 13,457 | 182 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orographic Financial Advisors, LLC | History | No change | 13,234 | 180 | 0.12% | 0.12% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 12,930 | 177 | 0.0% | 0.0% | 253 | +7,311 | 130.11% | Q3 2026 | Oct 30, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 12,957 | 177 | 0.03% | 0.03% | 255 | -380 | -2.85% | Q3 2026 | Oct 27, 2026 |
| BROWN ADVISORY INC | History | No change | 13,076 | 177 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOSTER & MOTLEY INC | History | No change | 12,919 | 175 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 12,990 | 175 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVENPORT & Co LLC | History | New | 12,557 | 172 | 0.0% | — | 258 | +12,557 | New | Q3 2026 | Oct 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 12,162 | 167 | 0.0% | 0.0% | 259 | -854 | -6.56% | Q3 2026 | Nov 02, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 12,338 | 167 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 12,093 | 165 | 0.0% | 0.0% | 261 | +31 | 0.26% | Q3 2026 | Oct 23, 2026 |
| Bridgefront Capital, LLC | History | No change | 12,067 | 163 | 0.04% | 0.04% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wallace Advisory Group, LLC | History | No change | 11,711 | 158 | 0.15% | 0.15% | 263 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Callan Family Office, LLC | History | No change | 11,615 | 157 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 11,544 | 156 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 11,487 | 155 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlas Brown,Inc. | History | No change | 11,307 | 154 | 0.04% | 0.04% | 267 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 11,206 | 153 | 0.0% | 0.0% | 268 | -833 | -6.92% | Q3 2026 | Oct 26, 2026 |
| Private Advisor Group, LLC | History | No change | 11,354 | 153 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 11,164 | 152 | 0.0% | 0.0% | 270 | +761 | 7.32% | Q3 2026 | Oct 21, 2026 |
| US BANCORP \DE\ | History | Reduced | 11,043 | 151 | 0.0% | 0.0% | 271 | -1,590 | -12.59% | Q3 2026 | Nov 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 11,180 | 151 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | Added to | 10,954 | 150 | 0.0% | 0.0% | 273 | +899 | 8.94% | Q3 2026 | Oct 09, 2026 |
| Belvedere Trading LLC | History | New | 10,833 | 148 | 0.0% | — | 274 | +10,833 | New | Q3 2026 | Nov 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 10,671 | 146 | 0.0% | 0.0% | 275 | +759 | 7.66% | Q3 2026 | Oct 20, 2026 |
| KBC Group NV | History | No change | 10,564 | 145 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Ethic Inc. | History | New | 10,298 | 141 | 0.0% | — | 277 | +10,298 | New | Q3 2026 | Nov 03, 2026 |
| Merit Financial Group, LLC | History | No change | 10,004 | 135 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 10,000 | 135 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quarry LP | History | No change | 9,891 | 133 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 8,533 | 115 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 7,990 | 109 | 0.0% | 0.0% | 282 | +2,208 | 38.19% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 7,588 | 103 | 0.0% | 0.0% | 283 | -300 | -3.8% | Q3 2026 | Oct 22, 2026 |
| REXFORD CAPITAL INC | History | No change | 7,607 | 102 | 0.06% | 0.06% | 284 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,498 | 101 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 7,313 | 99 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 7,300 | 98 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFSG, LLC | History | Reduced | 6,940 | 95 | 0.01% | 0.03% | 288 | -22,118 | -76.12% | Q3 2026 | Oct 30, 2026 |
| Elyxium Wealth, LLC | History | New | 6,821 | 93 | 0.01% | — | 289 | +6,821 | New | Q3 2026 | Oct 27, 2026 |
| Triumph Capital Management | History | No change | 6,724 | 92 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Deseret Mutual Benefit Administrators | History | Reduced | 6,306 | 86 | 0.03% | 0.04% | 291 | -2,934 | -31.75% | Q3 2026 | Nov 04, 2026 |
| Nykredit A/S | History | No change | 5,641 | 76 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,408 | 73 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,327 | 72 | 0.0% | 0.0% | 294 | -165 | -3.0% | Q3 2026 | Nov 03, 2026 |
| IFG Advisory, LLC | History | No change | 5,220 | 70 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 5,072 | 68 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5,017 | 67 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 4,875 | 66 | 0.01% | 0.01% | 298 | -190 | -3.75% | Q3 2026 | Oct 27, 2026 |
| BESSEMER GROUP INC | History | No change | 4,613 | 63 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,513 | 61 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 4,271 | 57 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 4,157 | 56 | 0.0% | 0.0% | 302 | -317 | -7.09% | Q3 2026 | Oct 23, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 4,032 | 54 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,749 | 50 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 3,628 | 49 | 0.01% | 0.01% | 305 | -15 | -0.41% | Q3 2026 | Oct 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,678 | 49 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lavaca Capital LLC | History | No change | 3,667 | 49 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,485 | 47 | 0.0% | 0.0% | 309 | +226 | 6.93% | Q3 2026 | Oct 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 3,462 | 47 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,245 | 44 | 0.0% | 0.0% | 311 | +323 | 11.05% | Q3 2026 | Oct 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,290 | 44 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eurizon Capital SGR S.p.A. | History | Reduced | 3,076 | 42 | 0.0% | 0.0% | 313 | -2,780 | -47.47% | Q3 2026 | Nov 06, 2026 |
| Providence Capital Advisors, LLC | History | No change | 3,174 | 42 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optiver Holding B.V. | History | No change | 2,813 | 38 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 2,705 | 37 | 0.0% | 0.0% | 316 | +320 | 13.42% | Q3 2026 | Oct 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,785 | 37 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,648 | 35 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 2,519 | 34 | 0.0% | 0.0% | 318 | -11 | -0.43% | Q3 2026 | Oct 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,453 | 33 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allied Private Wealth LLC | History | No change | 2,464 | 33 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UMB Bank, n.a. | History | No change | 2,354 | 31 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Siemens Fonds Invest GmbH | History | No change | 2,363 | 31 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,236 | 30 | 0.0% | 0.0% | 323 | -103 | -4.4% | Q3 2026 | Nov 04, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 2,240 | 30 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,032 | 27 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EASTERN BANK | History | Added to | 1,901 | 26 | 0.0% | 0.0% | 326 | +119 | 6.68% | Q3 2026 | Oct 05, 2026 |
| Quantbot Technologies LP | History | No change | 1,892 | 25 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Intesa Sanpaolo S.p.A. | History | No change | 1,837 | 24 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 1,663 | 22 | 0.0% | 0.0% | 329 | +44 | 2.72% | Q3 2026 | Oct 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,556 | 21 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 1,549 | 20 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | Added to | 1,317 | 18 | 0.0% | 0.0% | 332 | +811 | 160.28% | Q3 2026 | Oct 14, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,368 | 18 | 0.0% | 0.0% | 333 | -295 | -17.74% | Q3 2026 | Oct 16, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,281 | 17 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,278 | 17 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | New | 1,221 | 16 | 0.0% | — | 340 | +1,221 | New | Q3 2026 | Oct 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,249 | 16 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,213 | 16 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DKRT Investments Corp. | History | No change | 1,250 | 16 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McMillan Office, Inc. | History | No change | 1,250 | 16 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,116 | 15 | 0.0% | 0.0% | 342 | +367 | 49.0% | Q3 2026 | Oct 01, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,115 | 15 | 0.0% | 0.0% | 341 | -64 | -5.43% | Q3 2026 | Oct 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,065 | 14 | 0.0% | 0.01% | 345 | -20,988 | -95.17% | Q3 2026 | Oct 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,054 | 14 | 0.0% | 0.0% | 344 | -58 | -5.22% | Q3 2026 | Oct 05, 2026 |
| HM PAYSON & CO | History | No change | 1,072 | 14 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BFC Planning, Inc. | History | No change | 1,072 | 14 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Key FInancial Inc | History | Reduced | 976 | 13 | 0.0% | 0.0% | 351 | -232 | -19.21% | Q3 2026 | Nov 02, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,013 | 13 | 0.0% | 0.0% | 348 | -42 | -3.98% | Q3 2026 | Oct 20, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Reduced | 951 | 13 | 0.0% | 0.0% | 350 | -13 | -1.35% | Q3 2026 | Nov 04, 2026 |
| WHITTIER TRUST CO | History | No change | 969 | 13 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pacer Advisors, Inc. | History | No change | 978 | 13 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 917 | 12 | 0.0% | 0.0% | 353 | +184 | 25.1% | Q3 2026 | Oct 21, 2026 |
| Larson Financial Group LLC | History | Added to | 877 | 12 | 0.0% | 0.0% | 354 | +170 | 24.05% | Q3 2026 | Nov 05, 2026 |
| Smithfield Trust Co | History | No change | 876 | 12 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Leonteq Securities AG | History | Reduced | 860 | 11 | 0.0% | 0.0% | 355 | -530 | -38.13% | Q3 2026 | Oct 29, 2026 |
| William B. Walkup & Associates, Inc. | History | Reduced | 860 | 11 | 0.01% | 0.01% | 356 | -8 | -0.92% | Q3 2026 | Nov 05, 2026 |
| Curat Global, LLC | History | Added to | 743 | 10 | 0.01% | 0.01% | 361 | +209 | 39.14% | Q3 2026 | Oct 26, 2026 |
| Cheviot Value Management, LLC | History | No change | 807 | 10 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 741 | 10 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCollab, LLC | History | No change | 798 | 10 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Millstone Evans Group, LLC | History | No change | 778 | 10 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 671 | 9 | 0.0% | — | 364 | +671 | New | Q3 2026 | Oct 27, 2026 |
| CENTRAL TRUST Co | History | Reduced | 696 | 9 | 0.0% | 0.0% | 362 | -11 | -1.56% | Q3 2026 | Nov 05, 2026 |
| ST GERMAIN D J CO INC | History | No change | 696 | 9 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Covestor Ltd | History | Reduced | 559 | 8 | 0.01% | 0.01% | 366 | -303 | -35.15% | Q3 2026 | Oct 30, 2026 |
| Hikari Tsushin, Inc. | History | No change | 599 | 8 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 579 | 7 | 0.0% | 0.0% | 368 | -571 | -49.65% | Q3 2026 | Oct 21, 2026 |
| Jacobi Capital Management LLC | History | New | 519 | 7 | 0.0% | — | 373 | +519 | New | Q3 2026 | Nov 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 526 | 7 | 0.0% | 0.0% | 371 | -19 | -3.49% | Q3 2026 | Oct 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 554 | 7 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 537 | 7 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 540 | 7 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Hilltop National Bank | History | No change | 537 | 7 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Laurel Wealth Advisors LLC | History | New | 510 | 6 | 0.0% | — | 377 | +510 | New | Q3 2026 | Oct 27, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 450 | 6 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 506 | 6 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kimelman & Baird, LLC | History | No change | 450 | 6 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ascentis Independent Advisors | History | New | 376 | 5 | 0.0% | — | 385 | +376 | New | Q3 2026 | Nov 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 419 | 5 | 0.0% | 0.0% | 378 | +219 | 109.5% | Q3 2026 | Oct 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 393 | 5 | 0.0% | 0.0% | 380 | -32 | -7.53% | Q3 2026 | Oct 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 386 | 5 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | No change | 412 | 5 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Coston, McIsaac & Partners | History | No change | 372 | 5 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Davis Asset Management, L.P. | History | No change | 400 | 5 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Management Group, LLC | History | No change | 397 | 5 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| North Star Investment Management Corp. | History | Reduced | 345 | 4 | 0.0% | 0.0% | 390 | -800 | -69.87% | Q3 2026 | Oct 27, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 296 | 4 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 330 | 4 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 303 | 4 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Westend Capital Management, LLC | History | No change | 313 | 4 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFS Partners, LLC | History | No change | 315 | 4 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| JPL Wealth Management, LLC | History | No change | 358 | 4 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bullock Wealth Management Group | History | No change | 317 | 4 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 590 | 4 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 277 | 3 | 0.0% | 0.0% | 405 | +87 | 45.79% | Q3 2026 | Oct 13, 2026 |
| Asset Dedication, LLC | History | Reduced | 244 | 3 | 0.0% | 0.0% | 398 | -7 | -2.79% | Q3 2026 | Nov 02, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 280 | 3 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 231 | 3 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 268 | 3 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Anchor Investment Management, LLC | History | No change | 255 | 3 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 254 | 3 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | No change | 230 | 3 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 200 | 3 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 253 | 3 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| City State Bank | History | No change | 261 | 3 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| ROGCO, LP | History | No change | 237 | 3 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Beacon Financial Strategies CORP | History | No change | 283 | 3 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 175 | 2 | 0.0% | 0.03% | 433 | -25,583 | -99.32% | Q3 2026 | Oct 30, 2026 |
| UMB Private Wealth Management, LLC | History | New | 206 | 2 | 0.0% | — | 437 | +206 | New | Q3 2026 | Oct 19, 2026 |
| Fortitude Family Office, LLC | History | New | 173 | 2 | 0.0% | — | 435 | +173 | New | Q3 2026 | Oct 14, 2026 |
| Livelsberger Financial Advisory | History | New | 161 | 2 | 0.01% | — | 436 | +161 | New | Q3 2026 | Oct 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 163 | 2 | 0.0% | 0.0% | 417 | -33 | -16.84% | Q3 2026 | Nov 03, 2026 |
| Bank & Trust Co | History | Reduced | 207 | 2 | 0.0% | 0.0% | 428 | -4 | -1.9% | Q3 2026 | Oct 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 191 | 2 | 0.0% | 0.0% | 424 | +3 | 1.6% | Q3 2026 | Oct 08, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 162 | 2 | 0.0% | 0.0% | 425 | +1 | 0.62% | Q3 2026 | Nov 03, 2026 |
| DANSKE BANK A/S | History | No change | 200 | 2 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 200 | 2 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 199 | 2 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 210 | 2 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 218 | 2 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 161 | 2 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| TD Capital Management LLC | History | No change | 187 | 2 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Westside Investment Management, Inc. | History | No change | 190 | 2 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Bollard Group LLC | History | No change | 138 | 2 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JNBA Financial Advisors | History | No change | 159 | 2 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Capital Analysts, LLC | History | No change | 170 | 2 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 151 | 2 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Osbon Capital Management LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CVA Family Office, LLC | History | No change | 161 | 2 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 159 | 2 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Nemes Rush Group LLC | History | No change | 148 | 2 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Rakuten Securities, Inc. | History | No change | 200 | 2 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Kilter Group LLC | History | No change | 185 | 2 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 201 | 2 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Vision Retirement, LLC | History | No change | 186 | 2 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aventura Private Wealth, LLC | History | No change | 197 | 2 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 163 | 2 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nova Financial LLC | History | New | 144 | 1 | 0.0% | — | 483 | +144 | New | Q3 2026 | Nov 04, 2026 |
| Baer Investment Advisory LLC | History | New | 110 | 1 | 0.0% | — | 482 | +110 | New | Q3 2026 | Oct 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 122 | 1 | 0.0% | — | 452 | +88 | 258.82% | Q3 2026 | Oct 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 111 | 1 | 0.0% | — | 440 | +50 | 81.97% | Q3 2026 | Oct 23, 2026 |
| HOEY INVESTMENTS, INC | History | Reduced | 101 | 1 | 0.0% | 0.0% | 462 | -33 | -24.63% | Q3 2026 | Oct 28, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 109 | 1 | 0.0% | 0.0% | 441 | -23 | -17.42% | Q3 2026 | Oct 22, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 131 | 1 | 0.0% | 0.0% | 477 | -20 | -13.25% | Q3 2026 | Oct 23, 2026 |
| CX Institutional | History | Added to | 65 | 1 | 0.0% | 0.0% | 458 | +15 | 30.0% | Q3 2026 | Oct 02, 2026 |
| Spire Wealth Management | History | Reduced | 110 | 1 | 0.0% | 0.0% | 468 | -14 | -11.29% | Q3 2026 | Oct 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 137 | 1 | 0.0% | 0.0% | 448 | -4 | -2.84% | Q3 2026 | Oct 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 51 | 1 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ALERUS FINANCIAL NA | History | No change | 81 | 1 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 75 | 1 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| GW&K Investment Management, LLC | History | No change | 46 | 1 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 82 | 1 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Estabrook Capital Management | History | No change | 134 | 1 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 100 | 1 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 117 | 1 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 92 | 1 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 130 | 1 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 90 | 1 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Silicon Valley Capital Partners | History | No change | 82 | 1 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Clearstead Trust, LLC | History | No change | 76 | 1 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 98 | 1 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CNB Bank | History | No change | 84 | 1 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 113 | 1 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Golden State Wealth Management, LLC | History | No change | 105 | 1 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 96 | 1 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 88 | 1 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 129 | 1 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 123 | 1 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TFC Financial Management, Inc. | History | No change | 117 | 1 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Continuum Advisory, LLC | History | No change | 142 | 1 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 98 | 1 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 75 | 1 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 145 | 1 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sachetta, LLC | History | No change | 80 | 1 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 98 | 1 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Banque Transatlantique SA | History | No change | 171 | 1 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 134 | 1 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EFG International AG | History | No change | 118 | 1 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 103 | 1 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| BAYBAN | History | No change | 77 | 1 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Monetary Solutions, Ltd | History | No change | 96 | 1 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 89 | 1 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&G Plc | History | Closed out | 0 | 0 | — | 0.01% | — | -183,973 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Howard Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -178,927 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | 0.53% | — | -84,676 | -100.0% | Q3 2026 | Oct 27, 2026 |
| SummerHaven Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -67,237 | -100.0% | Q3 2026 | Oct 19, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Closed out | 0 | 0 | — | 0.0% | — | -56,850 | -100.0% | Q3 2026 | Oct 28, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Closed out | 0 | 0 | — | 0.0% | — | -13,924 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,528 | -100.0% | Q3 2026 | Oct 13, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -5,086 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -2,000 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,989 | -100.0% | Q3 2026 | Oct 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,598 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -1,009 | -100.0% | Q3 2026 | Oct 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -657 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -605 | -100.0% | Q3 2026 | Oct 22, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -496 | -100.0% | Q3 2026 | Oct 27, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -370 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Acumen Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -304 | -100.0% | Q3 2026 | Nov 05, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -294 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -191 | -100.0% | Q3 2026 | Oct 29, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Cranbrook Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -169 | -100.0% | Q3 2026 | Oct 28, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 16 | 0 | — | 0.0% | — | -150 | -90.36% | Q3 2026 | Nov 05, 2026 |
| Richardson Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -121 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Washington Trust Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q3 2026 | Oct 22, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q3 2026 | Oct 16, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -71 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -65 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -61 | -100.0% | Q3 2026 | Nov 04, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -54 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Latitude Advisors, LLC | History | New | 51 | 0 | — | — | — | +51 | New | Q3 2026 | Oct 27, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 48 | 0 | — | 0.0% | — | -50 | -51.02% | Q3 2026 | Nov 04, 2026 |
| TSFG, LLC | History | Reduced | 35 | 0 | — | 0.0% | — | -50 | -58.82% | Q3 2026 | Oct 23, 2026 |
| GGM Financial LLC | History | New | 44 | 0 | — | — | — | +44 | New | Q3 2026 | Nov 05, 2026 |
| Horizons Wealth Management | History | New | 42 | 0 | — | — | — | +42 | New | Q3 2026 | Oct 05, 2026 |
| Financial Perspectives, Inc | History | Reduced | 45 | 0 | — | 0.0% | — | -38 | -45.78% | Q3 2026 | Nov 03, 2026 |
| Essential Partners LLC | History | Reduced | 28 | 0 | — | — | — | -38 | -57.58% | Q3 2026 | Oct 14, 2026 |
| Canton Hathaway, LLC | History | New | 37 | 0 | — | — | — | +37 | New | Q3 2026 | Oct 23, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q3 2026 | Oct 15, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 57 | 0 | — | 0.0% | — | -32 | -35.96% | Q3 2026 | Nov 03, 2026 |
| William Mack & Associates, Inc. | History | New | 29 | 0 | — | — | — | +29 | New | Q3 2026 | Oct 27, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q3 2026 | Oct 26, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Polaris Financial Partners | History | New | 24 | 0 | — | — | — | +24 | New | Q3 2026 | Oct 02, 2026 |
| Hughes Financial Services, LLC | History | Added to | 24 | 0 | — | — | — | +22 | 1100.0% | Q3 2026 | Oct 30, 2026 |
| Activest Wealth Management | History | Added to | 34 | 0 | — | — | — | +20 | 142.86% | Q3 2026 | Oct 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 52 | 0 | — | — | — | +20 | 62.5% | Q3 2026 | Oct 15, 2026 |
| Kings Path Partners LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q3 2026 | Oct 21, 2026 |
| Grove Bank & Trust | History | Reduced | 25 | 0 | — | — | — | -19 | -43.18% | Q3 2026 | Oct 08, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 12 | 0 | — | — | — | -16 | -57.14% | Q3 2026 | Nov 04, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2026 | Oct 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 17 | 0 | — | — | — | +14 | 466.67% | Q3 2026 | Nov 04, 2026 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Sunrise Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Oct 21, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 11 | 0 | — | — | — | -11 | -50.0% | Q3 2026 | Oct 30, 2026 |
| Archer Investment Corp | History | Added to | 60 | 0 | — | — | — | +10 | 20.0% | Q3 2026 | Nov 05, 2026 |
| Piscataqua Savings Bank | History | Reduced | 10 | 0 | — | — | — | -10 | -50.0% | Q3 2026 | Oct 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 30 | 0 | — | — | — | -9 | -23.08% | Q3 2026 | Oct 09, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 47 | 0 | — | — | — | +6 | 14.63% | Q3 2026 | Nov 05, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Hara Capital LLC | History | Reduced | 41 | 0 | — | — | — | -4 | -8.89% | Q3 2026 | Oct 30, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 18 | 0 | — | — | — | -3 | -14.29% | Q3 2026 | Oct 14, 2026 |
| NFSG Corp | History | Added to | 33 | 0 | — | — | — | +2 | 6.45% | Q3 2026 | Oct 15, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 46 | 0 | — | — | — | -2 | -4.17% | Q3 2026 | Oct 16, 2026 |
| Markowski Investments | History | Added to | 40 | 0 | — | — | — | +1 | 2.56% | Q3 2026 | Oct 30, 2026 |
| First PREMIER Bank | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 13, 2026 |
| Quintet Private Bank (Europe) S.A. | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 08, 2026 |
| BOKF, NA | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| FIRST HORIZON CORP | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| SouthState Bank Corp | History | No change | 70 | 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 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 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 |
| WEBSTER BANK, N. A. | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| COUNTRY TRUST BANK | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Bangor Savings Bank | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Johnson Financial Group, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DT Investment Partners, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 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% | Q3 2026 | Oct 23, 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% | Q3 2026 | Oct 23, 2026 |
| Oakworth Capital, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trust Co | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 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% | Q3 2026 | Oct 15, 2026 |
| NVWM, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Pacific Center for Financial Services | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Front Row Advisors LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Trust Asset Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 19, 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% | Q3 2026 | Nov 05, 2026 |
| Kozak & Associates, Inc. | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| IFS Advisors, LLC | History | No change | 58 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Princeton Global Asset Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Core Capital Management & Research, inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Center for Financial Planning, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| High Note Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Davis Capital Management | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Concord Wealth Partners | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Fortis Group Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MTM Investment Management, LLC | History | No change | 59 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| RMG Wealth Management LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 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 |
| Corsicana & Co. | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cromwell Holdings LLC | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| POM Investment Strategies, LLC | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Evolution Advisers, Inc. | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Operose Advisors LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Dunhill Financial, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abound Wealth Management | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 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% | Q3 2026 | Nov 04, 2026 |
| Park Place Capital Corp | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Vanguard National Trust Co | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspect Partners, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 20, 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% | Q3 2026 | Nov 04, 2026 |
| Tidemark, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| American Capital Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| LRI Investments, LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMG Wealth Management, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Fairscale Capital, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 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% | Q3 2026 | Oct 07, 2026 |
| Raiffeisen Bank International AG | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Generali Asset Management SPA SGR | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 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 |
| Crews Bank & Trust | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ankerstar Wealth, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Rossby Financial, LCC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 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 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| WPG Advisers, LLC | History | No change | 49 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 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% | Q3 2026 | Oct 23, 2026 |
| Caldwell Trust Co | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 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 |
| Signature Equity Partners, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Harborfront Financial Group LLC | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advocate Investing Services LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 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% | Q3 2026 | Oct 13, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NorthAvenue LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 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% | Q3 2026 | Oct 15, 2026 |
| Essential Investment Partners LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Evelyn Partners Group Ltd | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Highland Investment Advisors LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |