OPEN TEXT CORP - OTEX
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1832 Asset Management L.P. | History | No change | 25,041,994 | 554,680 | 0.28% | 0.28% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIL Ltd | History | No change | 19,135,000 | 423,513 | 0.3% | 0.3% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 13,061,929 | 289,322 | 2.03% | 2.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 12,041,601 | 266,599 | 0.21% | 0.21% | 4 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC | History | No change | 8,837,628 | 195,533 | 2.89% | 2.89% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 8,350,918 | 184,869 | 0.08% | 0.08% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,087,041 | 179,127 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 7,215,231 | 159,716 | 0.09% | 0.09% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 7,144,557 | 158,130 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUARDIAN CAPITAL LP | History | No change | 5,097,794 | 112,789 | 2.74% | 2.74% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 3,556,884 | 111,650 | 0.11% | 0.11% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 4,380,947 | 97,038 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 4,197,707 | 92,978 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,703,717 | 81,488 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORGES BANK | History | No change | 3,247,878 | 71,812 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 3,207,970 | 70,939 | 0.11% | 0.11% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Value Partners Investments Inc. | History | No change | 2,415,779 | 53,364 | 3.73% | 3.73% | 17 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,304,648 | 50,957 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | No change | 2,260,072 | 50,060 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 2,177,667 | 48,198 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 2,083,245 | 46,143 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,676,815 | 45,515 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,977,244 | 45,231 | 0.12% | 0.12% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | No change | 2,028,024 | 44,920 | 1.97% | 1.97% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 2,025,871 | 44,822 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,934,965 | 42,859 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 1,884,739 | 41,714 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 1,834,379 | 40,559 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 1,800,000 | 39,801 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,763,473 | 39,016 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 1,666,909 | 36,896 | 0.08% | 0.08% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,661,470 | 36,801 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 1,637,946 | 36,270 | 2.38% | 2.38% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 1,599,910 | 35,398 | 0.18% | 0.18% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | No change | 1,522,840 | 33,702 | 0.96% | 0.96% | 35 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Legal & General Group Plc | History | No change | 1,415,546 | 31,319 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 1,284,809 | 28,458 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 1,228,764 | 27,194 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 957,187 | 21,201 | 1.08% | 1.08% | 39 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 921,434 | 20,386 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 840,639 | 18,620 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | No change | 788,058 | 17,424 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 747,682 | 16,561 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 728,374 | 16,130 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Qube Research & Technologies Ltd | History | No change | 727,480 | 16,113 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 706,292 | 15,626 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 663,806 | 14,626 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 653,988 | 14,485 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 629,210 | 13,926 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 622,106 | 13,755 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 599,808 | 13,285 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 545,832 | 12,010 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 537,424 | 11,903 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Permit Capital, LLC | History | No change | 526,996 | 11,672 | 3.27% | 3.27% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 502,614 | 11,120 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 474,300 | 10,467 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 447,449 | 9,884 | 0.56% | 0.56% | 57 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 419,233 | 9,282 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 407,163 | 9,012 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 383,938 | 8,472 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allianz Asset Management GmbH | History | No change | 352,318 | 7,795 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SIG North Trading, ULC | History | No change | 346,739 | 7,680 | 0.14% | 0.14% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUFG SECURITIES (CANADA), LTD. | History | No change | 342,649 | 7,571 | 0.2% | 0.2% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 333,474 | 7,386 | 0.1% | 0.1% | 64 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 323,894 | 7,174 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONTRUSCO BOLTON INVESTMENTS INC. | History | No change | 318,459 | 7,045 | 0.11% | 0.11% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tidal Investments LLC | History | No change | 300,997 | 6,667 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | No change | 296,603 | 6,558 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 289,500 | 6,412 | 0.12% | 0.12% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 285,400 | 6,314 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 278,028 | 6,141 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 275,491 | 6,090 | 0.14% | 0.14% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Asset Management Inc | History | No change | 262,574 | 5,801 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 260,455 | 5,754 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | No change | 252,800 | 5,593 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 245,260 | 5,432 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 244,500 | 5,415 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | No change | 237,178 | 5,253 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investment Management Corp of Ontario | History | No change | 216,954 | 4,805 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lorne Steinberg Wealth Management Inc. | History | No change | 214,033 | 4,735 | 0.97% | 0.97% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 206,028 | 4,555 | 0.1% | 0.1% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Access Investment Management LLC | History | No change | 200,096 | 4,432 | 1.13% | 1.13% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | No change | 196,153 | 4,344 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 195,886 | 4,331 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 185,306 | 4,100 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 183,936 | 4,074 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Quartz Partners, LLC | History | No change | 182,637 | 4,045 | 1.32% | 1.32% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Polar Capital Holdings Plc | History | No change | 175,141 | 3,879 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 173,047 | 3,833 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 172,714 | 3,825 | 0.17% | 0.17% | 90 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | No change | 170,733 | 3,775 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 167,819 | 3,717 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 158,703 | 3,515 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 153,448 | 3,395 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 143,857 | 3,183 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 134,544 | 2,980 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 90,450 | 2,839 | 1.09% | 1.09% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 122,121 | 2,702 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 121,233 | 2,685 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 118,885 | 2,633 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 114,154 | 2,520 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Henry James International Management Inc. | History | No change | 110,288 | 2,442 | 0.73% | 0.73% | 102 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 107,270 | 2,376 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 104,407 | 2,312 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aviso Financial Inc. | History | No change | 103,665 | 2,293 | 0.08% | 0.08% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 100,800 | 2,228 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Man Group plc | History | No change | 99,401 | 2,199 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 94,500 | 2,090 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 92,600 | 2,050 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 91,783 | 2,035 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 89,120 | 1,974 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 89,076 | 1,973 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 88,781 | 1,964 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Engineers Gate Manager LP | History | No change | 88,032 | 1,949 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 87,291 | 1,933 | 0.08% | 0.08% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 86,382 | 1,902 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 85,208 | 1,887 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vest Financial, LLC | History | No change | 84,110 | 1,863 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 78,861 | 1,744 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 77,198 | 1,709 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 73,505 | 1,628 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 69,435 | 1,537 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LPL Financial LLC | History | No change | 69,166 | 1,532 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ridgewood Investments LLC | History | Added to | 67,238 | 1,507 | 0.56% | 0.55% | 124 | +936 | 1.41% | Q3 2026 | Oct 05, 2026 |
| Alberta Investment Management Corp | History | No change | 67,209 | 1,486 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 66,579 | 1,473 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 66,359 | 1,469 | 0.08% | 0.08% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Owlhouse Capital LP | History | No change | 63,500 | 1,406 | 2.16% | 2.16% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 59,906 | 1,325 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 56,876 | 1,259 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 56,892 | 1,258 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plato Investment Management Ltd | History | No change | 53,525 | 1,177 | 0.07% | 0.07% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | No change | 50,675 | 1,122 | 0.09% | 0.09% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pictet Asset Management Holding SA | History | No change | 50,476 | 1,116 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 49,571 | 1,098 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 48,156 | 1,066 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 48,113 | 1,062 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 46,777 | 1,036 | 0.06% | 0.06% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Claret Asset Management Corp | History | No change | 45,754 | 1,013 | 0.11% | 0.11% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SEB Asset Management AB | History | No change | 45,345 | 1,003 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 44,210 | 983 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 44,242 | 979 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | No change | 41,438 | 916 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Munich Reinsurance Co Stock Corp in Munich | History | No change | 39,446 | 872 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cerity Partners LLC | History | No change | 39,126 | 866 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 37,209 | 824 | 0.05% | 0.05% | 146 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | No change | 36,500 | 807 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 25,707 | 806 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Spark Investment Management LLC | History | No change | 35,000 | 773 | 1.51% | 1.51% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Callan Family Office, LLC | History | No change | 34,471 | 763 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 33,583 | 743 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parvin Asset Management, LLC | History | No change | 33,250 | 736 | 0.58% | 0.58% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Guardian Partners Inc. | History | No change | 32,390 | 716 | 0.06% | 0.06% | 153 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Walleye Capital LLC | History | No change | 32,100 | 711 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALPS ADVISORS INC | History | No change | 31,762 | 703 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cumberland Partners Ltd | History | No change | 31,700 | 701 | 0.05% | 0.05% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vident Advisory, LLC | History | No change | 31,576 | 698 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREDIT AGRICOLE S A | History | No change | 30,000 | 664 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 29,621 | 656 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 26,378 | 584 | 0.16% | 0.16% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Turtle Creek Asset Management Inc. | History | No change | 26,110 | 578 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 25,167 | 557 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Utah Retirement Systems | History | No change | 24,812 | 548 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Twin Tree Management, LP | History | No change | 24,651 | 546 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 24,000 | 531 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | No change | 23,918 | 529 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 21,989 | 487 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 21,558 | 477 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Asset Management, LLC | History | No change | 21,435 | 474 | 0.1% | 0.1% | 169 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 21,246 | 470 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Axxion S.A. | History | No change | 19,849 | 439 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 18,742 | 416 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TODD ASSET MANAGEMENT LLC | History | No change | 18,413 | 407 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 18,308 | 405 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | No change | 17,620 | 389 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 17,506 | 387 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Atria Investments, Inc | History | No change | 17,423 | 385 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 16,251 | 359 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 15,533 | 343 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Advisors Asset Management, Inc. | History | No change | 15,404 | 341 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 14,635 | 324 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PensionDanmark Pensionsforsikringsaktieselskab | History | No change | 14,600 | 323 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| IFP Advisors, Inc | History | No change | 14,286 | 316 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Walleye Trading LLC | History | No change | 14,000 | 310 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BCV Asset Management Inc. | History | No change | 12,945 | 286 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 12,774 | 282 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 12,759 | 281 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 11,745 | 260 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Purpose Unlimited Inc. | History | No change | 11,016 | 246 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 10,759 | 238 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JMN Financial LLC | History | No change | 10,761 | 238 | 0.19% | 0.19% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 10,628 | 235 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRUDENTIAL PLC | History | No change | 10,275 | 227 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 10,200 | 225 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 9,929 | 219 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 9,436 | 209 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AVIVA PLC | History | No change | 9,254 | 204 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 9,167 | 203 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Generali Asset Management SPA SGR | History | No change | 6,308 | 198 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FMR LLC | History | No change | 8,596 | 190 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 8,500 | 188 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 8,454 | 187 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Nykredit A/S | History | No change | 8,100 | 179 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 7,203 | 159 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 5,500 | 122 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 5,207 | 115 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Byrne Asset Management LLC | History | No change | 4,837 | 107 | 0.06% | 0.06% | 207 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,554 | 100 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 4,424 | 97 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 3,809 | 84 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,915 | 64 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 2,377 | 52 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,684 | 37 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,549 | 34 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthCollab, LLC | History | No change | 1,274 | 28 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 1,219 | 27 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kimelman & Baird, LLC | History | No change | 1,200 | 26 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Arax Advisory Partners | History | No change | 1,002 | 22 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 910 | 20 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 683 | 15 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 599 | 13 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 618 | 13 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 574 | 12 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 500 | 11 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 465 | 10 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 408 | 9 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | No change | 414 | 9 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 405 | 8 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 393 | 8 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MCF Advisors LLC | History | No change | 318 | 7 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 331 | 7 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 292 | 6 | 0.0% | 0.0% | 232 | -331 | -53.13% | Q3 2026 | Oct 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 251 | 5 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 228 | 5 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 256 | 5 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 197 | 4 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kilter Group LLC | History | No change | 219 | 4 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | Reduced | 157 | 3 | 0.0% | 0.0% | 240 | -31 | -16.49% | Q3 2026 | Oct 01, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 141 | 3 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 163 | 3 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | No change | 145 | 3 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 150 | 3 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Essential Partners LLC | History | No change | 137 | 3 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 106 | 2 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 111 | 2 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 111 | 2 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 113 | 2 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| High Note Wealth, LLC | History | No change | 112 | 2 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Planning Group LLC | History | No change | 94 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | No change | 110 | 2 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 117 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 65 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Manchester Capital Management LLC | History | No change | 71 | 1 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 72 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 89 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Smartleaf Asset Management LLC | History | No change | 84 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 57 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 80 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NATIXIS | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Banque Cantonale Vaudoise | History | No change | 14,060 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CVA Family Office, LLC | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quarry LP | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Synergy Investment Management, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |