BeOne Medicines Ltd. - ONC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BAKER BROS. ADVISORS LP | History | No change | 8,801,567 | 2,508,182 | 12.57% | 12.57% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | No change | 5,007,931 | 1,427,110 | 0.84% | 0.84% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital International Investors | History | No change | 4,210,221 | 1,201,254 | 0.25% | 0.25% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 2,478,527 | 706,305 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital World Investors | History | No change | 2,249,582 | 641,063 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,445,817 | 412,014 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 758,752 | 216,223 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 694,618 | 197,945 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 568,323 | 161,955 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 497,437 | 141,754 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Siren, L.L.C. | History | No change | 465,000 | 132,511 | 2.68% | 2.68% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 439,336 | 125,197 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Candriam S.C.A. | History | Reduced | 289,235 | 106,229 | 0.47% | 0.37% | 13 | -500 | -0.17% | Q3 2026 | Nov 03, 2026 |
| Baird Financial Group, Inc. | History | No change | 368,978 | 105,147 | 0.14% | 0.14% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Man Group plc | History | No change | 307,463 | 87,617 | 0.14% | 0.14% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital International, Inc./CA/ | History | No change | 305,477 | 87,051 | 0.61% | 0.61% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 286,552 | 81,658 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Temasek Holdings (Private) Ltd | History | Reduced | 205,466 | 75,188 | 0.2% | 0.65% | 18 | -640,263 | -75.71% | Q3 2026 | Oct 28, 2026 |
| UBS Group AG | History | No change | 258,589 | 73,690 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 249,758 | 71,173 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&G Plc | History | Reduced | 192,952 | 70,620 | 0.36% | 0.32% | 21 | -30,493 | -13.65% | Q3 2026 | Nov 04, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 245,823 | 70,052 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nuveen, LLC | History | No change | 201,062 | 57,296 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 188,405 | 54,635 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 185,544 | 52,874 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 177,987 | 50,720 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital International Sarl | History | No change | 175,542 | 50,024 | 0.71% | 0.71% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 157,701 | 44,940 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 132,031 | 37,624 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Artisan Partners Limited Partnership | History | No change | 115,374 | 32,878 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 101,980 | 29,061 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 100,698 | 28,695 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 90,348 | 25,746 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Patient Square Capital LP | History | No change | 90,020 | 25,652 | 3.97% | 3.97% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 81,279 | 23,162 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Reduced | 62,868 | 23,005 | 0.17% | 0.16% | 36 | -2,656 | -4.05% | Q3 2026 | Oct 21, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 61,587 | 22,533 | 0.0% | 0.0% | 37 | +14,854 | 31.78% | Q3 2026 | Nov 04, 2026 |
| Squarepoint Ops LLC | History | No change | 78,561 | 22,387 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 78,061 | 22,245 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL INTERNATIONAL LTD /CA/ | History | No change | 77,161 | 21,988 | 0.72% | 0.72% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Life Cycle Investment Partners Ltd | History | No change | 73,048 | 20,816 | 0.1% | 0.1% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 71,861 | 20,480 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 50,189 | 18,366 | 0.02% | 0.0% | 43 | +42,403 | 544.61% | Q3 2026 | Nov 02, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 8,175 | 17,961 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 60,525 | 17,247 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Legal & General Group Plc | History | No change | 59,890 | 17,072 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 59,831 | 17,050 | 0.05% | 0.05% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 55,002 | 15,673 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARINGS LLC | History | No change | 42,815 | 15,667 | 0.27% | 0.22% | 49 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Woodline Partners LP | History | No change | 54,064 | 15,406 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 53,086 | 15,127 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEB Asset Management AB | History | No change | 41,179 | 15,069 | 0.06% | 0.04% | 52 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| JANE STREET GROUP, LLC | History | No change | 48,942 | 13,947 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 37,935 | 13,881 | 0.02% | 0.02% | 54 | +5,536 | 17.09% | Q3 2026 | Oct 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 32,335 | 11,832 | 0.02% | 0.01% | 55 | -1,473 | -4.36% | Q3 2026 | Oct 28, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 31,469 | 11,515 | 0.12% | 0.11% | 56 | -4,312 | -12.05% | Q3 2026 | Oct 27, 2026 |
| NORTHERN TRUST CORP | History | No change | 39,647 | 11,298 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 37,070 | 10,563 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 36,379 | 10,367 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Slow Capital, Inc. | History | Reduced | 27,845 | 10,189 | 1.14% | 0.94% | 60 | -392 | -1.39% | Q3 2026 | Oct 23, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 35,504 | 10,117 | 0.06% | 0.06% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atle Fund Management AB | History | No change | 35,180 | 10,025 | 2.7% | 2.7% | 62 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fiera Capital Corp | History | No change | 34,516 | 9,836 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 33,660 | 9,592 | 0.13% | 0.13% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 29,641 | 8,595 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 29,203 | 8,321 | 0.07% | 0.07% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 27,886 | 7,946 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 27,716 | 7,898 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 27,617 | 7,870 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 20,775 | 7,602 | 0.0% | 0.0% | 70 | +8,072 | 63.54% | Q3 2026 | Nov 02, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 19,937 | 7,295 | 0.02% | 0.02% | 71 | -1,409 | -6.6% | Q3 2026 | Oct 27, 2026 |
| AIA Group Ltd | History | Reduced | 19,025 | 6,962 | 0.09% | 0.1% | 72 | -10,257 | -35.03% | Q3 2026 | Oct 30, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 23,206 | 6,613 | 0.09% | 0.09% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 22,738 | 6,479 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 22,065 | 6,299 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trexquant Investment LP | History | No change | 20,683 | 5,894 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Erste Asset Management GmbH | History | No change | 20,100 | 5,828 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 20,273 | 5,777 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 19,814 | 5,646 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TB Alternative Assets Ltd. | History | New | 14,800 | 5,415 | 1.11% | — | 80 | +14,800 | New | Q3 2026 | Oct 16, 2026 |
| Capital Group Investment Management Pte. Ltd. | History | No change | 16,840 | 4,798 | 0.72% | 0.72% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Engineers Gate Manager LP | History | No change | 16,302 | 4,645 | 0.06% | 0.06% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nan Fung Group Holdings Ltd | History | No change | 15,722 | 4,480 | 3.41% | 3.41% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 15,064 | 4,292 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 13,561 | 3,864 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 12,352 | 3,519 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 12,346 | 3,518 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUPERSTRING CAPITAL MANAGEMENT LP | History | No change | 12,273 | 3,497 | 2.21% | 2.21% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 11,701 | 3,334 | 0.15% | 0.15% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,028 | 3,142 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | History | No change | 11,009 | 3,137 | 0.64% | 0.64% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bellevue Group AG | History | No change | 10,474 | 2,984 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 7,680 | 2,810 | 0.04% | 0.04% | 93 | -3,075 | -28.59% | Q3 2026 | Oct 21, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,798 | 2,792 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | No change | 123,352 | 2,680 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 7,135 | 2,610 | 0.02% | 0.02% | 96 | +429 | 6.4% | Q3 2026 | Oct 30, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 6,541 | 2,389 | 0.12% | 0.09% | 97 | +1,284 | 24.42% | Q3 2026 | Oct 27, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 7,573 | 2,158 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 7,498 | 2,136 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| State of Wyoming | History | Reduced | 5,764 | 2,109 | 0.16% | 0.25% | 100 | -2,934 | -33.73% | Q3 2026 | Oct 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,865 | 1,921 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 5,156 | 1,886 | 0.34% | 0.26% | 102 | +74 | 1.46% | Q3 2026 | Oct 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 6,502 | 1,865 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Jefferies Financial Group Inc. | History | No change | 6,400 | 1,823 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 6,365 | 1,813 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 6,206 | 1,768 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 6,043 | 1,722 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 5,846 | 1,665 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 4,706 | 1,642 | 0.04% | 0.04% | 109 | +59 | 1.27% | Q3 2026 | Oct 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 5,598 | 1,595 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Reduced | 4,103 | 1,501 | 0.0% | 0.0% | 111 | -28,757 | -87.51% | Q3 2026 | Nov 04, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 4,139 | 1,484 | 0.0% | 0.0% | 112 | +2,164 | 109.57% | Q3 2026 | Oct 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 5,021 | 1,430 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 4,734 | 1,349 | 0.09% | 0.09% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| True Light Capital Pte. Ltd. | History | No change | 3,480 | 1,273 | 1.0% | 0.65% | 115 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Virtus Investment Advisers, LLC | History | No change | 4,397 | 1,253 | 0.29% | 0.29% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 4,395 | 1,252 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 3,400 | 1,244 | 0.04% | 0.03% | 118 | -810 | -19.24% | Q3 2026 | Oct 28, 2026 |
| SEI INVESTMENTS CO | History | No change | 4,303 | 1,224 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 4,285 | 1,221 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nykredit A/S | History | No change | 4,225 | 1,203 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Henshaw Capital LLC | History | No change | 3,224 | 1,179 | 0.04% | 0.03% | 122 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 3,100 | 1,134 | 0.15% | — | 123 | +3,100 | New | Q3 2026 | Oct 14, 2026 |
| Charles Schwab Trust Co | History | No change | 3,000 | 1,097 | 0.06% | 0.05% | 124 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 3,738 | 1,065 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 3,240 | 923 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 2,480 | 907 | 0.01% | 0.01% | 127 | -71 | -2.78% | Q3 2026 | Oct 22, 2026 |
| Rodgers Brothers Inc. | History | No change | 3,181 | 906 | 0.09% | 0.09% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | New | 2,434 | 890 | 0.42% | — | 129 | +2,434 | New | Q3 2026 | Nov 03, 2026 |
| Strategic Global Advisors, LLC | History | No change | 2,783 | 889 | 0.13% | 0.13% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 3,029 | 863 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 3,006 | 856 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PORTLAND INVESTMENT COUNSEL INC. | History | No change | 3,000 | 854 | 0.24% | 0.24% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 2,985 | 850 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 2,918 | 831 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,829 | 806 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,824 | 804 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Qtron Investments LLC | History | No change | 2,804 | 799 | 0.11% | 0.11% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,164 | 791 | 0.0% | 0.0% | 139 | +339 | 18.58% | Q3 2026 | Nov 02, 2026 |
| Vise Technologies, Inc. | History | Added to | 2,100 | 768 | 0.01% | 0.0% | 140 | +955 | 83.41% | Q3 2026 | Oct 28, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 2,560 | 729 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Havemeyer Place LP | History | No change | 2,481 | 707 | 0.07% | 0.07% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,477 | 705 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 1,903 | 696 | 0.01% | — | 144 | +1,903 | New | Q3 2026 | Oct 30, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 2,371 | 675 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tuttle Capital Management, LLC | History | New | 1,833 | 656 | 0.29% | — | 146 | +1,833 | New | Q3 2026 | Oct 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,268 | 646 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JGP Global Gestao de Recursos Ltda. | History | No change | 1,711 | 626 | 1.27% | 1.07% | 148 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Cetera Investment Advisers | History | No change | 2,198 | 626 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,137 | 608 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 2,059 | 586 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 1,949 | 555 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 1,932 | 550 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 1,918 | 546 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 1,477 | 540 | 0.01% | 0.0% | 155 | +421 | 39.87% | Q3 2026 | Oct 21, 2026 |
| SECTORAL ASSET MANAGEMENT INC | History | No change | 1,870 | 532 | 0.37% | 0.37% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 1,850 | 527 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 1,834 | 522 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | New | 1,415 | 517 | 0.08% | — | 159 | +1,415 | New | Q3 2026 | Oct 19, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,403 | 513 | 0.01% | 0.0% | 160 | +463 | 49.26% | Q3 2026 | Oct 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,394 | 510 | 0.0% | 0.0% | 161 | +244 | 21.22% | Q3 2026 | Nov 02, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 1,388 | 507 | 0.02% | 0.02% | 162 | +121 | 9.55% | Q3 2026 | Oct 13, 2026 |
| Callan Family Office, LLC | History | No change | 1,752 | 499 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DRW Securities, LLC | History | No change | 1,731 | 493 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 1,700 | 492 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 1,335 | 488 | 0.26% | — | 166 | +1,335 | New | Q3 2026 | Nov 02, 2026 |
| Atria Investments, Inc | History | Added to | 1,323 | 484 | 0.0% | 0.0% | 167 | +140 | 11.83% | Q3 2026 | Oct 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 1,251 | 457 | 0.03% | — | 168 | +1,251 | New | Q3 2026 | Oct 13, 2026 |
| ProShare Advisors LLC | History | Added to | 1,243 | 454 | 0.0% | 0.0% | 169 | +162 | 14.99% | Q3 2026 | Oct 28, 2026 |
| US BANCORP \DE\ | History | No change | 1,549 | 441 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Marex Group Ltd | History | No change | 1,550 | 441 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 1,520 | 433 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prasad Wealth Partners, LLC | History | No change | 1,518 | 432 | 0.1% | 0.1% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,503 | 428 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alteri Wealth LLC | History | No change | 1,500 | 427 | 0.12% | 0.12% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Venturi Wealth Management, LLC | History | No change | 1,481 | 422 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,470 | 419 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DV EQUITIES, LLC | History | No change | 1,469 | 418 | 0.06% | 0.06% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 1,455 | 414 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 1,447 | 412 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,441 | 410 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Steadtrust LLC | History | No change | 1,400 | 398 | 0.2% | 0.2% | 182 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Morse Asset Management, Inc | History | No change | 1,378 | 392 | 0.06% | 0.06% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 1,062 | 388 | 0.01% | 0.0% | 184 | +325 | 44.1% | Q3 2026 | Oct 13, 2026 |
| KBC Group NV | History | Reduced | 1,016 | 372 | 0.0% | 0.0% | 185 | -4,155 | -80.35% | Q3 2026 | Oct 22, 2026 |
| IFP Advisors, Inc | History | No change | 1,001 | 366 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Snowden Capital Advisors LLC | History | No change | 1,286 | 366 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 1,279 | 364 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,231 | 351 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FSM Wealth Advisors, LLC | History | New | 982 | 343 | 0.04% | — | 190 | +982 | New | Q3 2026 | Oct 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 966 | 339 | 0.0% | 0.0% | 191 | +178 | 22.59% | Q3 2026 | Nov 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,162 | 331 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 1,158 | 329 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,146 | 326 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 1,132 | 322 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,117 | 318 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 1,088 | 310 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Blue Trust, Inc. | History | Added to | 841 | 307 | 0.0% | 0.0% | 198 | +36 | 4.47% | Q3 2026 | Oct 15, 2026 |
| Walleye Capital LLC | History | No change | 1,023 | 291 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 1,010 | 287 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 998 | 284 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballentine Partners, LLC | History | No change | 988 | 281 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 986 | 280 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Summit Global Investments | History | No change | 728 | 266 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Pathstone Holdings, LLC | History | No change | 932 | 265 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LVW Advisors, LLC | History | Reduced | 724 | 264 | 0.02% | 0.02% | 206 | -15 | -2.03% | Q3 2026 | Oct 19, 2026 |
| HighTower Advisors, LLC | History | No change | 907 | 258 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 907 | 258 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | New | 681 | 249 | 0.0% | — | 209 | +681 | New | Q3 2026 | Oct 30, 2026 |
| Robeco Institutional Asset Management B.V. | History | New | 668 | 244 | 0.0% | — | 210 | +668 | New | Q3 2026 | Oct 20, 2026 |
| XPONANCE LLC | History | New | 653 | 238 | 0.0% | — | 211 | +653 | New | Q3 2026 | Nov 03, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 635 | 232 | 0.0% | 0.0% | 213 | -45 | -6.62% | Q3 2026 | Oct 26, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 815 | 232 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 804 | 229 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Generali Investments, Management Co LLC | History | No change | 8,000 | 229 | 0.04% | 0.04% | 215 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 800 | 227 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HMS Capital Management, LLC | History | New | 610 | 223 | 0.08% | — | 218 | +610 | New | Q3 2026 | Oct 20, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 786 | 223 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 773 | 220 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ethic Inc. | History | New | 597 | 218 | 0.0% | — | 220 | +597 | New | Q3 2026 | Nov 03, 2026 |
| AA Financial Advisors, LLC | History | New | 594 | 217 | 0.03% | — | 221 | +594 | New | Q3 2026 | Oct 19, 2026 |
| Financial Perspectives, Inc | History | No change | 588 | 215 | 0.05% | 0.04% | 222 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Parallel Advisors, LLC | History | Added to | 583 | 213 | 0.0% | 0.0% | 223 | +241 | 70.47% | Q3 2026 | Nov 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 564 | 206 | 0.0% | — | 224 | +564 | New | Q3 2026 | Oct 26, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 559 | 204 | 0.01% | — | 225 | +559 | New | Q3 2026 | Oct 23, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 557 | 203 | 0.01% | — | 227 | +557 | New | Q3 2026 | Oct 29, 2026 |
| STATE STREET CORP | History | No change | 714 | 203 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 706 | 201 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AXQ CAPITAL, LP | History | No change | 707 | 201 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PDS Planning, Inc | History | New | 548 | 200 | 0.01% | — | 230 | +548 | New | Q3 2026 | Nov 03, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 500 | 182 | 0.01% | 0.01% | 231 | -250 | -33.33% | Q3 2026 | Oct 29, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 597 | 170 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 414 | 151 | 0.0% | 0.0% | 233 | +49 | 13.42% | Q3 2026 | Oct 23, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 291 | 106 | 0.01% | — | 234 | +291 | New | Q3 2026 | Oct 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 283 | 103 | 0.0% | 0.0% | 235 | +79 | 38.73% | Q3 2026 | Nov 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 345 | 98 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 264 | 96 | 0.0% | 0.0% | 237 | -3 | -1.12% | Q3 2026 | Oct 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 305 | 86 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | New | 195 | 71 | 0.0% | — | 239 | +195 | New | Q3 2026 | Oct 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 236 | 67 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAILLIE GIFFORD & CO | History | No change | 231 | 65 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Leonteq Securities AG | History | No change | 133 | 48 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| GAMMA Investing LLC | History | Added to | 120 | 43 | 0.0% | 0.0% | 243 | +34 | 39.53% | Q3 2026 | Oct 08, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 151 | 43 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 101 | 36 | 0.0% | 0.0% | 245 | -5 | -4.72% | Q3 2026 | Oct 27, 2026 |
| Arax Advisory Partners | History | No change | 121 | 34 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Anchor Investment Management, LLC | History | No change | 108 | 30 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 73 | 26 | 0.0% | 0.0% | 248 | +48 | 192.0% | Q3 2026 | Oct 14, 2026 |
| Bayforest Capital Ltd | History | Reduced | 62 | 22 | 0.03% | 0.02% | 249 | -9 | -12.68% | Q3 2026 | Nov 03, 2026 |
| Allworth Financial LP | History | No change | 76 | 21 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 57 | 20 | 0.0% | 0.0% | 251 | +42 | 280.0% | Q3 2026 | Oct 23, 2026 |
| EASTERN BANK | History | No change | 48 | 17 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 63 | 17 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 57 | 16 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Independent Advisors | History | New | 33 | 12 | 0.0% | — | 255 | +33 | New | Q3 2026 | Nov 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 42 | 11 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 39 | 11 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 42 | 11 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 34 | 9 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fideuram Asset Management (Ireland) dac | History | New | 28 | 8 | 0.0% | — | 260 | +28 | New | Q3 2026 | Oct 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 25 | 7 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 25 | 7 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 18 | 6 | 0.0% | 0.0% | 263 | +1 | 5.88% | Q3 2026 | Oct 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 24 | 6 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | New | 15 | 5 | 0.0% | — | 271 | +15 | New | Q3 2026 | Oct 21, 2026 |
| Ascentis Wealth Management, LLC | History | New | 15 | 5 | 0.0% | — | 272 | +15 | New | Q3 2026 | Nov 03, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 16 | 5 | 0.0% | 0.0% | 267 | -5 | -23.81% | Q3 2026 | Oct 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 16 | 5 | 0.0% | 0.0% | 266 | +1 | 6.67% | Q3 2026 | Oct 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 16 | 5 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| LRI Investments, LLC | History | No change | 20 | 5 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CrossGen Wealth, LLC | History | No change | 15 | 5 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 21 | 5 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | New | 12 | 4 | 0.0% | — | 275 | +12 | New | Q3 2026 | Nov 03, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 13 | 4 | 0.0% | 0.0% | 273 | +5 | 62.5% | Q3 2026 | Oct 28, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 16 | 4 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Oakworth Capital, Inc. | History | New | 10 | 3 | 0.0% | — | 279 | +10 | New | Q3 2026 | Oct 26, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 10 | 3 | 0.0% | — | 281 | +10 | New | Q3 2026 | Oct 15, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | New | 9 | 3 | 0.0% | — | 280 | +9 | New | Q3 2026 | Oct 15, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 10 | 3 | 0.0% | 0.0% | 277 | -1 | -9.09% | Q3 2026 | Nov 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 12 | 3 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 10 | 3 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| True Wealth Design, LLC | History | Added to | 8 | 2 | 0.0% | — | 285 | +6 | 300.0% | Q3 2026 | Oct 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 6 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Versant Capital Management, Inc | History | No change | 7 | 2 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Continuum Advisory, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | No change | 9 | 2 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 6 | 2 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| BFC Planning, Inc. | History | No change | 9 | 2 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 5 | 1 | 0.0% | — | 299 | +5 | New | Q3 2026 | Nov 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 5 | 1 | 0.0% | — | 289 | +3 | 150.0% | Q3 2026 | Oct 28, 2026 |
| North Star Investment Management Corp. | History | Added to | 4 | 1 | 0.0% | — | 292 | +2 | 100.0% | Q3 2026 | Oct 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 4 | 1 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 4 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| IMA Advisory Services, Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lodestone Wealth Management LLC | History | No change | 3 | 1 | 0.0% | — | 296 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Nemes Rush Group LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| WealthCollab, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -4,836 | -100.0% | Q3 2026 | Oct 28, 2026 |