Otter Tail Corp - OTTR
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 | Added to | 6,557,596 | 590,052 | 0.01% | 0.01% | 1 | +133,222 | 2.07% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 2,996,322 | 269,609 | 0.01% | 0.01% | 2 | +49,138 | 1.67% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,891,243 | 170,174 | 0.0% | 0.0% | 3 | +25,530 | 1.37% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 1,645,782 | 148,087 | 0.0% | 0.0% | 4 | +76,434 | 4.87% | Q2 2026 | Aug 07, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 1,186,461 | 106,758 | 0.19% | 0.2% | 5 | +143,548 | 13.76% | Q2 2026 | Aug 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,112,886 | 100,162 | 0.01% | 0.01% | 6 | +57,999 | 5.5% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 885,376 | 79,666 | 0.0% | 0.0% | 7 | +230,942 | 35.29% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 828,016 | 74,502 | 0.01% | 0.01% | 8 | +12,775 | 1.57% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 725,769 | 65,304 | 0.05% | 0.05% | 9 | +62,835 | 9.48% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 637,043 | 57,321 | 0.03% | 0.04% | 10 | +30,539 | 5.04% | Q2 2026 | Aug 11, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Reduced | 539,873 | 48,577 | 0.07% | 0.08% | 11 | -30,060 | -5.27% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 519,756 | 46,767 | 0.01% | 0.01% | 12 | -4,365 | -0.83% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 462,200 | 41,588 | 0.27% | 0.28% | 13 | -5,000 | -1.07% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 453,446 | 40,801 | 0.0% | 0.01% | 14 | +21,434 | 4.96% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 447,021 | 40,222 | 0.02% | 0.02% | 15 | +47,595 | 11.92% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 358,275 | 32,237 | 0.01% | 0.01% | 16 | +7,667 | 2.19% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 315,978 | 28,252 | 0.0% | 0.0% | 17 | -23,655 | -6.96% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 312,589 | 28,126 | 0.0% | 0.0% | 18 | -23,894 | -7.1% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 278,778 | 25,084 | 0.01% | 0.01% | 19 | +6,370 | 2.34% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 276,060 | 24,839 | 0.01% | 0.01% | 20 | +23,684 | 9.38% | Q2 2026 | Aug 07, 2026 |
| Nuveen, LLC | History | Added to | 268,456 | 24,155 | 0.01% | 0.0% | 21 | +79,228 | 41.87% | Q2 2026 | Aug 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 264,798 | 23,826 | 0.21% | 0.23% | 22 | -2 | -0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 260,050 | 23,401 | 0.0% | 0.0% | 23 | +127,580 | 96.31% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 249,295 | 22,431 | 0.0% | 0.0% | 24 | -236,056 | -48.64% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 233,558 | 21,015 | 0.01% | 0.01% | 25 | +1,669 | 0.72% | Q2 2026 | Aug 04, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 210,546 | 18,944 | 0.03% | 0.05% | 26 | -131,454 | -38.44% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 199,684 | 17,967 | 0.0% | 0.0% | 27 | -25,489 | -11.32% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 195,071 | 17,552 | 0.05% | 0.05% | 28 | -3,589 | -1.81% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 185,376 | 16,679 | 0.0% | 0.0% | 29 | +7,215 | 4.05% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 174,664 | 15,716 | 0.02% | 0.02% | 30 | +7,099 | 4.24% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Reduced | 135,671 | 12,207 | 0.0% | 0.0% | 31 | -20,882 | -13.34% | Q2 2026 | Aug 13, 2026 |
| Bank & Trust Co | History | Added to | 119,641 | 10,765 | 6.79% | 7.05% | 32 | +405 | 0.34% | Q2 2026 | Jul 10, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 104,092 | 9,366 | 0.01% | 0.01% | 33 | +5,163 | 5.22% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 100,662 | 9,057 | 0.01% | 0.01% | 34 | -10,149 | -9.16% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO | History | Reduced | 98,904 | 8,949 | 0.09% | 0.1% | 35 | -108 | -0.11% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 97,439 | 8,767 | 0.0% | 0.0% | 36 | +1,690 | 1.77% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 95,971 | 8,635 | 0.0% | 0.0% | 37 | +37,533 | 64.23% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 90,522 | 8,145 | 0.0% | 0.0% | 38 | -21,550 | -19.23% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 86,785 | 7,808 | 0.0% | 0.0% | 39 | +23,303 | 36.71% | Q2 2026 | Aug 12, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | New | 86,441 | 7,777 | 1.37% | — | 40 | +86,441 | New | Q2 2026 | Jul 09, 2026 |
| Legal & General Group Plc | History | Reduced | 85,285 | 7,673 | 0.0% | 0.0% | 41 | -8,792 | -9.35% | Q2 2026 | Aug 14, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 85,102 | 7,657 | 0.77% | 0.88% | 42 | -4,807 | -5.35% | Q2 2026 | Aug 10, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 83,053 | 7,473 | 0.02% | 0.02% | 43 | +2,700 | 3.36% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Added to | 80,928 | 7,281 | 0.01% | 0.01% | 44 | +6,039 | 8.06% | Q2 2026 | Aug 11, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 78,855 | 7,095 | 0.01% | 0.01% | 45 | -3,113 | -3.8% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | Added to | 75,800 | 6,820 | 0.0% | 0.0% | 46 | +1,400 | 1.88% | Q2 2026 | Aug 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 75,539 | 6,796 | 0.01% | 0.01% | 47 | -116 | -0.15% | Q2 2026 | Aug 06, 2026 |
| Phocas Financial Corp. | History | Reduced | 72,681 | 6,539 | 0.91% | 1.05% | 48 | -3,802 | -4.97% | Q2 2026 | Jul 30, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 72,311 | 6,506 | 0.01% | 0.03% | 49 | -195,543 | -73.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 71,147 | 6,401 | 0.0% | 0.0% | 50 | -59,064 | -45.36% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 70,882 | 6,377 | 0.01% | 0.01% | 51 | +1,600 | 2.31% | Q2 2026 | Jul 29, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 68,569 | 6,169 | 0.01% | 0.01% | 52 | -1,050 | -1.51% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 67,333 | 6,058 | 0.0% | 0.0% | 53 | +18,856 | 38.9% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 59,697 | 5,371 | 0.0% | 0.0% | 54 | +16,952 | 39.66% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 57,071 | 5,135 | 0.01% | 0.01% | 55 | +11,678 | 25.73% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 55,880 | 5,028 | 0.01% | 0.01% | 56 | -5,747 | -9.33% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 54,910 | 4,940 | 0.0% | 0.0% | 57 | -7,238 | -11.65% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 52,639 | 4,736 | 0.01% | 0.01% | 58 | -33,227 | -38.7% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 50,314 | 4,527 | 0.0% | 0.0% | 59 | +15,819 | 45.86% | Q2 2026 | Aug 03, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 49,054 | 4,456 | 0.08% | 0.09% | 60 | +119 | 0.24% | Q2 2026 | Jul 27, 2026 |
| BARCLAYS PLC | History | Added to | 47,891 | 4,309 | 0.0% | 0.0% | 61 | +4,579 | 10.57% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 46,061 | 4,144 | 0.0% | 0.0% | 62 | -48,510 | -51.29% | Q2 2026 | Aug 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 44,579 | 4,011 | 0.32% | 0.19% | 63 | +21,916 | 96.7% | Q2 2026 | Jul 16, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 44,983 | 3,948 | 0.0% | 0.0% | 64 | +3,260 | 7.81% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 43,830 | 3,943 | 0.09% | 0.09% | 65 | +4,099 | 10.32% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 43,790 | 3,940 | 0.0% | 0.0% | 66 | +4,981 | 12.83% | Q2 2026 | Aug 07, 2026 |
| Palisades Investment Partners, LLC | History | Reduced | 43,583 | 3,921 | 1.12% | 1.53% | 67 | -786 | -1.77% | Q2 2026 | Aug 04, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 43,201 | 3,887 | 0.0% | 0.0% | 68 | -1,303 | -2.93% | Q2 2026 | Aug 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 42,882 | 3,858 | 0.01% | 0.01% | 69 | +632 | 1.5% | Q2 2026 | Aug 14, 2026 |
| Vest Financial, LLC | History | Added to | 42,523 | 3,826 | 0.04% | 0.04% | 70 | +1,469 | 3.58% | Q2 2026 | Jul 24, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 41,453 | 3,729 | 0.0% | 0.0% | 71 | -15,049 | -26.63% | Q2 2026 | Sep 02, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 40,275 | 3,623 | 0.03% | 0.03% | 72 | +1,046 | 2.67% | Q2 2026 | Jul 24, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 35,292 | 3,175 | 0.0% | 0.0% | 73 | +5,929 | 20.19% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 33,415 | 3,006 | 0.0% | 0.01% | 74 | -880 | -2.57% | Q2 2026 | Aug 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 33,349 | 3,000 | 0.01% | 0.01% | 75 | -452 | -1.34% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 31,715 | 2,853 | 0.02% | 0.03% | 76 | +180 | 0.57% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 31,490 | 2,833 | 0.01% | 0.01% | 77 | -434 | -1.36% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 31,200 | 2,807 | 0.0% | — | 78 | +31,200 | New | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Reduced | 29,860 | 2,686 | 0.03% | 0.07% | 79 | -13,963 | -31.86% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 29,182 | 2,625 | 0.0% | 0.0% | 80 | +7,145 | 32.42% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Added to | 28,393 | 2,554 | 0.1% | — | 81 | +28,392 | 2839200.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 28,242 | 2,541 | 0.0% | 0.0% | 82 | +10,358 | 57.92% | Q2 2026 | Aug 12, 2026 |
| PDT Partners, LLC | History | Added to | 27,000 | 2,429 | 0.13% | 0.11% | 83 | +6,400 | 31.07% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Added to | 26,469 | 2,381 | 0.0% | 0.0% | 84 | +124 | 0.47% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 25,768 | 2,318 | 0.0% | 0.0% | 85 | -1,097 | -4.08% | Q2 2026 | Jul 29, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | No change | 25,450 | 2,289 | 0.28% | 0.3% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 23,310 | 2,097 | 0.0% | 0.0% | 87 | +16,700 | 252.65% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 23,141 | 2,082 | 0.03% | 0.03% | 88 | +1,837 | 8.62% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 23,067 | 2,075 | 0.01% | 0.03% | 89 | -67,372 | -74.49% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 22,779 | 2,049 | 0.01% | 0.01% | 90 | +1,512 | 7.11% | Q2 2026 | Aug 13, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 22,625 | 2,035 | 0.1% | 0.12% | 91 | -2,393 | -9.57% | Q2 2026 | Aug 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 22,029 | 1,982 | 0.0% | 0.0% | 92 | +1,130 | 5.41% | Q2 2026 | Aug 10, 2026 |
| ALPS ADVISORS INC | History | Added to | 21,276 | 1,914 | 0.01% | 0.01% | 93 | +569 | 2.75% | Q2 2026 | Jul 29, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 20,979 | 1,887 | 0.02% | 0.02% | 94 | -19 | -0.09% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 20,315 | 1,827 | 0.0% | 0.0% | 95 | +16,900 | 494.88% | Q2 2026 | Aug 06, 2026 |
| WINTON GROUP Ltd | History | Added to | 19,946 | 1,794 | 0.06% | 0.05% | 96 | +5,325 | 36.42% | Q2 2026 | Aug 07, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 19,771 | 1,778 | 0.01% | 0.01% | 97 | -6,198 | -23.87% | Q2 2026 | Aug 04, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 19,692 | 1,771 | 0.09% | — | 98 | +19,692 | New | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 19,564 | 1,760 | 0.0% | 0.0% | 99 | +1,656 | 9.25% | Q2 2026 | Sep 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 18,604 | 1,674 | 0.0% | 0.0% | 100 | +3,856 | 26.15% | Q2 2026 | Aug 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 18,400 | 1,655 | 0.02% | 0.03% | 101 | -200 | -1.08% | Q2 2026 | Jul 21, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 18,010 | 1,620 | 0.0% | 0.0% | 102 | -85 | -0.47% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | New | 17,899 | 1,610 | 0.0% | — | 103 | +17,899 | New | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 17,697 | 1,592 | 0.0% | 0.0% | 104 | -118 | -0.66% | Q2 2026 | Aug 05, 2026 |
| Engineers Gate Manager LP | History | Added to | 17,622 | 1,585 | 0.02% | 0.01% | 105 | +5,655 | 47.25% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 17,147 | 1,542 | 0.0% | 0.01% | 106 | +834 | 5.11% | Q2 2026 | Aug 12, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 16,814 | 1,512 | 0.0% | 0.0% | 107 | +5,673 | 50.92% | Q2 2026 | Aug 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 16,655 | 1,481 | 0.0% | 0.0% | 108 | +822 | 5.19% | Q2 2026 | Jul 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 16,358 | 1,471 | 0.05% | 0.05% | 109 | -587 | -3.46% | Q2 2026 | Jul 09, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 16,179 | 1,455 | 0.0% | 0.0% | 110 | -681 | -4.04% | Q2 2026 | Aug 13, 2026 |
| Holocene Advisors, LP | History | Added to | 15,635 | 1,406 | 0.0% | 0.0% | 111 | +10,654 | 213.89% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | New | 15,400 | 1,385 | 0.01% | — | 112 | +15,400 | New | Q2 2026 | Aug 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 15,542 | 1,364 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 15,032 | 1,352 | 0.0% | 0.0% | 114 | +2,874 | 23.64% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 15,010 | 1,350 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 14,489 | 1,305 | 0.0% | 0.0% | 116 | -4,983 | -25.59% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | Reduced | 14,471 | 1,302 | 0.0% | 0.01% | 117 | -41,416 | -74.11% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | No change | 14,236 | 1,280 | 0.07% | 0.08% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 13,826 | 1,244 | 0.01% | 0.02% | 119 | -6,858 | -33.16% | Q2 2026 | Jul 20, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 13,612 | 1,224 | 0.0% | — | 120 | +13,612 | New | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 13,273 | 1,194 | 0.01% | 0.01% | 121 | +1,677 | 14.46% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 12,924 | 1,162 | 0.01% | 0.01% | 122 | +251 | 1.98% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 12,788 | 1,151 | 0.0% | 0.0% | 123 | +5,030 | 64.84% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,243 | 1,101 | 0.0% | 0.0% | 124 | -16,664 | -57.65% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 12,186 | 1,096 | 0.0% | 0.0% | 125 | +2,082 | 20.61% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | Added to | 12,147 | 1,093 | 0.0% | 0.0% | 126 | +1,545 | 14.57% | Q2 2026 | Aug 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 12,038 | 1,083 | 0.0% | 0.01% | 127 | -1,984 | -14.15% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,866 | 1,075 | 0.0% | 0.0% | 128 | +5,147 | 76.6% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 11,536 | 1,038 | 0.01% | 0.01% | 129 | +900 | 8.46% | Q2 2026 | Jul 23, 2026 |
| AMALGAMATED BANK | History | Reduced | 11,199 | 1,008 | 0.01% | 0.01% | 130 | -757 | -6.33% | Q2 2026 | Jul 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 11,162 | 1,004 | 0.01% | 0.01% | 131 | +27 | 0.24% | Q2 2026 | Jul 16, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 10,631 | 956 | 0.1% | 0.1% | 132 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 10,544 | 949 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 10,480 | 942 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arizona State Retirement System | History | Added to | 10,419 | 937 | 0.0% | 0.01% | 135 | +60 | 0.58% | Q2 2026 | Aug 07, 2026 |
| Atom Investors LP | History | Reduced | 10,370 | 933 | 0.08% | 0.07% | 136 | -42 | -0.4% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 10,300 | 927 | 0.0% | 0.0% | 137 | -2,205 | -17.63% | Q2 2026 | Jul 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 10,201 | 917 | 0.01% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 10,139 | 912 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jefferies Financial Group Inc. | History | New | 10,082 | 907 | 0.01% | — | 140 | +10,082 | New | Q2 2026 | Aug 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 9,956 | 895 | 0.0% | 0.0% | 141 | -407 | -3.93% | Q2 2026 | Jul 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 9,877 | 888 | 0.0% | 0.0% | 142 | +754 | 8.26% | Q2 2026 | Aug 12, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Reduced | 9,786 | 880 | 0.22% | 0.23% | 143 | -1 | -0.01% | Q2 2026 | Jul 09, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 9,729 | 875 | 0.02% | 0.02% | 144 | +4,617 | 90.32% | Q2 2026 | Jul 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 9,592 | 863 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 9,490 | 853 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 8,835 | 794 | 0.0% | 0.0% | 147 | +55 | 0.63% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,800 | 791 | 0.0% | 0.0% | 148 | +1,645 | 22.99% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 8,618 | 775 | 0.0% | 0.0% | 149 | -2,429 | -21.99% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Associates, LP | History | Reduced | 8,549 | 769 | 0.0% | 0.01% | 150 | -6,652 | -43.76% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 8,298 | 746 | 0.0% | 0.0% | 151 | +333 | 4.18% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 8,249 | 742 | 0.01% | 0.01% | 152 | -1,626 | -16.47% | Q2 2026 | Aug 10, 2026 |
| NorthRock Partners, LLC | History | Reduced | 8,215 | 739 | 0.01% | 0.01% | 153 | -9 | -0.11% | Q2 2026 | Aug 11, 2026 |
| CWM, LLC | History | No change | 8,407 | 737 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | New | 8,170 | 735 | 0.0% | — | 155 | +8,170 | New | Q2 2026 | Aug 14, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 8,028 | 722 | 0.03% | 0.04% | 156 | -1,000 | -11.08% | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | Reduced | 7,947 | 715 | 0.01% | 0.01% | 157 | -405 | -4.85% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | Added to | 7,923 | 712 | 0.01% | 0.06% | 158 | +464 | 6.22% | Q2 2026 | Aug 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 7,819 | 701 | 0.0% | 0.0% | 159 | +322 | 4.3% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 7,748 | 697 | 0.0% | 0.0% | 160 | +9 | 0.12% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | Added to | 7,596 | 683 | 0.0% | 0.0% | 161 | +575 | 8.19% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,505 | 675 | 0.0% | 0.0% | 162 | +2,279 | 43.61% | Q2 2026 | Aug 03, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 7,223 | 650 | 0.03% | 0.04% | 163 | -527 | -6.8% | Q2 2026 | Aug 07, 2026 |
| Exit Wealth Advisors, LLC. | History | New | 7,178 | 645 | 0.29% | — | 164 | +7,178 | New | Q2 2026 | Aug 11, 2026 |
| Pictet Asset Management Holding SA | History | No change | 7,080 | 637 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Added to | 6,924 | 623 | 0.04% | 0.04% | 166 | +130 | 1.91% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 6,767 | 608 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Johnson Wealth Management, LLC | History | Reduced | 6,717 | 604 | 0.26% | 0.28% | 168 | -10 | -0.15% | Q2 2026 | Aug 06, 2026 |
| Quadrature Capital Ltd | History | New | 6,332 | 569 | 0.0% | — | 169 | +6,332 | New | Q2 2026 | Aug 06, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 6,215 | 559 | 0.0% | 0.0% | 170 | +280 | 4.72% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Added to | 6,203 | 558 | 0.0% | 0.0% | 171 | +787 | 14.53% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,107 | 550 | 0.0% | 0.0% | 172 | +58 | 0.96% | Q2 2026 | Aug 05, 2026 |
| Maryland State Retirement & Pension System | History | No change | 6,110 | 549 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 5,982 | 538 | 0.01% | 0.01% | 174 | -1 | -0.02% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 5,901 | 530 | 0.01% | 0.01% | 175 | -431 | -6.81% | Q2 2026 | Jul 28, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 5,858 | 527 | 0.0% | 0.0% | 176 | +59 | 1.02% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | Reduced | 5,840 | 525 | 0.0% | 0.0% | 177 | -2,377 | -28.93% | Q2 2026 | Aug 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 5,628 | 506 | 0.01% | 0.01% | 178 | +603 | 12.0% | Q2 2026 | Jul 14, 2026 |
| RBA Wealth Management, LLC | History | Reduced | 5,569 | 501 | 0.18% | 0.19% | 179 | -473 | -7.83% | Q2 2026 | Jul 23, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 5,511 | 495 | 0.05% | 0.05% | 180 | -57 | -1.02% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,403 | 486 | 0.0% | 0.0% | 181 | +15 | 0.28% | Q2 2026 | Aug 07, 2026 |
| BAYBAN | History | Added to | 5,401 | 485 | 0.37% | 0.4% | 182 | +200 | 3.85% | Q2 2026 | Jul 30, 2026 |
| Inspire Advisors, LLC | History | New | 5,386 | 484 | 0.03% | — | 183 | +5,386 | New | Q2 2026 | Aug 13, 2026 |
| Opus Capital Group, LLC | History | No change | 5,266 | 474 | 0.05% | 0.05% | 184 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vident Advisory, LLC | History | Reduced | 5,243 | 471 | 0.0% | 0.0% | 185 | -251 | -4.57% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 5,211 | 469 | 0.0% | 0.0% | 186 | -20,293 | -79.57% | Q2 2026 | Aug 07, 2026 |
| Savant Capital, LLC | History | Added to | 5,237 | 465 | 0.0% | 0.0% | 187 | +2,619 | 100.04% | Q2 2026 | Aug 10, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 5,174 | 465 | 0.01% | 0.01% | 188 | -4 | -0.08% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 5,059 | 455 | 0.0% | 0.0% | 189 | -9,692 | -65.7% | Q2 2026 | Aug 14, 2026 |
| Hendershot Investments Inc. | History | No change | 5,000 | 449 | 0.06% | 0.06% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | New | 4,928 | 443 | 0.0% | — | 191 | +4,928 | New | Q2 2026 | Aug 13, 2026 |
| Bravera Wealth | History | Reduced | 4,873 | 438 | 0.17% | 0.21% | 192 | -526 | -9.74% | Q2 2026 | Jul 23, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,808 | 432 | 0.0% | 0.0% | 193 | +12 | 0.25% | Q2 2026 | Aug 11, 2026 |
| Alternative Investment Advisors, LLC. | History | Added to | 4,799 | 431 | 0.16% | 0.18% | 194 | +31 | 0.65% | Q2 2026 | Aug 31, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 4,789 | 430 | 0.03% | 0.02% | 195 | +17 | 0.36% | Q2 2026 | Aug 12, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 4,753 | 427 | 0.16% | 0.28% | 196 | -2,101 | -30.65% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,608 | 415 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 4,576 | 411 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Group California, Inc. | History | New | 4,560 | 410 | 0.12% | — | 199 | +4,560 | New | Q2 2026 | Jul 29, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 4,554 | 409 | 0.01% | 0.01% | 200 | +36 | 0.8% | Q2 2026 | Jul 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 4,539 | 408 | 0.0% | 0.0% | 201 | +311 | 7.36% | Q2 2026 | Aug 19, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 4,539 | 408 | 0.1% | 0.12% | 202 | -278 | -5.77% | Q2 2026 | Aug 03, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 4,442 | 399 | 0.0% | 0.0% | 204 | +386 | 9.52% | Q2 2026 | Jul 29, 2026 |
| Accredited Investors Inc. | History | Added to | 4,436 | 399 | 0.02% | 0.02% | 203 | +29 | 0.66% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,395 | 395 | 0.01% | 0.01% | 205 | -215 | -4.66% | Q2 2026 | Aug 12, 2026 |
| Wealth Forward, LLC | History | No change | 4,238 | 381 | 0.19% | 0.21% | 206 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,193 | 377 | 0.0% | 0.0% | 207 | +702 | 20.11% | Q2 2026 | Aug 13, 2026 |
| BOKF, NA | History | Reduced | 4,167 | 374 | 0.01% | 0.01% | 208 | -39 | -0.93% | Q2 2026 | Aug 10, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 4,088 | 367 | 0.04% | — | 210 | +4,088 | New | Q2 2026 | Jul 31, 2026 |
| Bell Bank | History | No change | 4,086 | 367 | 0.01% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Tactive Advisors, LLC | History | New | 4,050 | 364 | 0.09% | — | 211 | +4,050 | New | Q2 2026 | Jul 08, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 4,007 | 360 | 0.0% | 0.0% | 212 | -907 | -18.46% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,967 | 356 | 0.0% | 0.0% | 213 | +300 | 8.18% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Added to | 3,876 | 348 | 0.0% | 0.0% | 214 | +269 | 7.46% | Q2 2026 | Aug 10, 2026 |
| Brooklyn Investment Group | History | No change | 3,818 | 335 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Chesley Taft & Associates LLC | History | No change | 3,680 | 331 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Tidal Investments LLC | History | New | 3,676 | 330 | 0.0% | — | 217 | +3,676 | New | Q2 2026 | Aug 13, 2026 |
| Voleon Capital Management LP | History | Reduced | 3,584 | 322 | 0.01% | 0.02% | 218 | -5,450 | -60.33% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 3,550 | 319 | 0.01% | 0.01% | 219 | +328 | 10.18% | Q2 2026 | Aug 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 3,543 | 318 | 0.0% | 0.01% | 220 | -308 | -8.0% | Q2 2026 | Jul 13, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 3,497 | 314 | 0.08% | 0.08% | 221 | +23 | 0.66% | Q2 2026 | Jul 21, 2026 |
| Atlas Brown,Inc. | History | No change | 3,491 | 314 | 0.08% | 0.09% | 222 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 3,398 | 305 | 0.0% | 0.0% | 223 | -303 | -8.19% | Q2 2026 | Jul 20, 2026 |
| Van Diest Capital, LLC | History | New | 3,374 | 303 | 0.27% | — | 224 | +3,374 | New | Q2 2026 | Aug 04, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 3,244 | 292 | 0.02% | 0.01% | 225 | +561 | 20.91% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | Added to | 3,160 | 284 | 0.0% | 0.0% | 226 | +406 | 14.74% | Q2 2026 | Aug 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 3,164 | 284 | 0.07% | 0.07% | 227 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mann Financial Group, Inc. | History | No change | 3,129 | 281 | 0.24% | 0.26% | 228 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 3,049 | 274 | 0.0% | 0.0% | 230 | +20 | 0.66% | Q2 2026 | Aug 18, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 3,056 | 274 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 2,879 | 259 | 0.01% | 0.01% | 231 | -4 | -0.14% | Q2 2026 | Jul 28, 2026 |
| Corient Private Wealth LP | History | Added to | 2,862 | 257 | 0.0% | 0.0% | 232 | +426 | 17.49% | Q2 2026 | Aug 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 2,841 | 255 | 0.0% | — | 234 | +2,841 | New | Q2 2026 | Aug 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 2,838 | 255 | 0.0% | 0.0% | 233 | +100 | 3.65% | Q2 2026 | Aug 11, 2026 |
| Convergence Financial, LLC | History | New | 2,828 | 254 | 0.02% | — | 235 | +2,828 | New | Q2 2026 | Aug 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 2,809 | 252 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INCEPTIONR LLC | History | New | 2,798 | 251 | 0.06% | — | 238 | +2,798 | New | Q2 2026 | Aug 10, 2026 |
| CIBC Asset Management Inc | History | No change | 2,796 | 251 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 2,779 | 250 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 2,715 | 244 | 0.03% | 0.03% | 240 | +16 | 0.59% | Q2 2026 | Aug 04, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,668 | 240 | 0.0% | 0.0% | 241 | +209 | 8.5% | Q2 2026 | Aug 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 2,665 | 239 | 0.0% | 0.0% | 242 | -100 | -3.62% | Q2 2026 | Jul 16, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,652 | 238 | 0.0% | 0.0% | 243 | +32 | 1.22% | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | History | Reduced | 2,623 | 235 | 0.01% | 0.0% | 244 | -1,613 | -38.08% | Q2 2026 | Aug 12, 2026 |
| denkapparat Operations GmbH | History | No change | 2,586 | 232 | 0.08% | 0.09% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | New | 2,519 | 226 | 0.0% | — | 246 | +2,519 | New | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,500 | 224 | 0.0% | 0.0% | 248 | -114,941 | -97.87% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 2,500 | 224 | 0.0% | 0.0% | 247 | -4,154 | -62.43% | Q2 2026 | Aug 25, 2026 |
| Baird Financial Group, Inc. | History | New | 2,490 | 224 | 0.0% | — | 249 | +2,490 | New | Q2 2026 | Aug 12, 2026 |
| Brady Martz Wealth Solutions, LLC | History | New | 2,456 | 220 | 0.03% | — | 250 | +2,456 | New | Q2 2026 | Jul 23, 2026 |
| Abel Hall, LLC | History | Added to | 2,435 | 219 | 0.04% | 0.04% | 251 | +34 | 1.42% | Q2 2026 | Jul 24, 2026 |
| IHT Wealth Management, LLC | History | Added to | 2,399 | 215 | 0.0% | 0.0% | 252 | +77 | 3.32% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 2,400 | 215 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Merit Financial Group, LLC | History | New | 2,373 | 213 | 0.0% | — | 254 | +2,373 | New | Q2 2026 | Jul 20, 2026 |
| Vise Technologies, Inc. | History | New | 2,345 | 211 | 0.0% | — | 255 | +2,345 | New | Q2 2026 | Aug 10, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 2,060 | 185 | 0.01% | 0.02% | 257 | -3,186 | -60.73% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,060 | 185 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,042 | 183 | 0.02% | 0.02% | 258 | +20 | 0.99% | Q2 2026 | Aug 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,660 | 149 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Quantbot Technologies LP | History | Reduced | 1,546 | 139 | 0.01% | 0.06% | 260 | -16,533 | -91.45% | Q2 2026 | Aug 12, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,526 | 130 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JNBA Financial Advisors | History | Reduced | 1,444 | 129 | 0.01% | 0.01% | 262 | -271 | -15.8% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | Added to | 1,305 | 117 | 0.0% | 0.0% | 263 | +1 | 0.08% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | No change | 1,227 | 110 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | New | 1,216 | 109 | 0.0% | — | 265 | +1,216 | New | Q2 2026 | Aug 06, 2026 |
| HM PAYSON & CO | History | No change | 1,172 | 105 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Abound Wealth Management | History | Reduced | 1,149 | 103 | 0.02% | 0.02% | 267 | -2 | -0.17% | Q2 2026 | Jul 10, 2026 |
| Financial Perspectives, Inc | History | No change | 1,155 | 103 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,124 | 101 | 0.0% | 0.0% | 269 | +9 | 0.81% | Q2 2026 | Jul 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,119 | 100 | 0.0% | 0.01% | 270 | -2,628 | -70.14% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,091 | 98 | 0.0% | 0.0% | 271 | +155 | 16.56% | Q2 2026 | Aug 12, 2026 |
| Crews Bank & Trust | History | No change | 1,092 | 98 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Covestor Ltd | History | Reduced | 1,032 | 93 | 0.05% | 0.07% | 273 | -152 | -12.84% | Q2 2026 | Aug 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,021 | 91 | 0.01% | 0.01% | 274 | +6 | 0.59% | Q2 2026 | Jul 22, 2026 |
| Johnson Financial Group, Inc. | History | New | 1,000 | 89 | 0.0% | — | 276 | +1,000 | New | Q2 2026 | Aug 10, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 1,000 | 89 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 972 | 87 | 0.0% | 0.0% | 277 | -151 | -13.45% | Q2 2026 | Jul 17, 2026 |
| TRUST CO OF VERMONT | History | New | 904 | 81 | 0.0% | — | 278 | +904 | New | Q2 2026 | Aug 07, 2026 |
| USA FINANCIAL FORMULAS | History | New | 870 | 78 | 0.01% | — | 279 | +870 | New | Q2 2026 | Aug 04, 2026 |
| GAMMA Investing LLC | History | Added to | 835 | 75 | 0.0% | 0.0% | 280 | +96 | 12.99% | Q2 2026 | Jul 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 811 | 73 | 0.0% | 0.0% | 281 | -555 | -40.63% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 801 | 72 | 0.0% | 0.0% | 282 | -266 | -24.93% | Q2 2026 | Aug 10, 2026 |
| STRS OHIO | History | No change | 800 | 71 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 810 | 71 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TFC Financial Management, Inc. | History | New | 773 | 69 | 0.01% | — | 286 | +773 | New | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | Added to | 768 | 69 | 0.0% | 0.0% | 285 | +372 | 93.94% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 742 | 66 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 717 | 65 | 0.0% | 0.0% | 288 | +15 | 2.14% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 699 | 62 | 0.0% | 0.0% | 289 | +35 | 5.27% | Q2 2026 | Aug 17, 2026 |
| High Note Wealth, LLC | History | No change | 677 | 60 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UMB Bank, n.a. | History | Added to | 661 | 59 | 0.0% | 0.0% | 291 | +12 | 1.85% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 650 | 58 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Costello Asset Management, INC | History | Added to | 619 | 55 | 0.02% | 0.02% | 293 | +1 | 0.16% | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | New | 574 | 51 | 0.0% | — | 294 | +574 | New | Q2 2026 | Aug 06, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 561 | 50 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bayforest Capital Ltd | History | New | 550 | 49 | 0.05% | — | 296 | +550 | New | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 504 | 45 | 0.0% | 0.0% | 297 | +111 | 28.24% | Q2 2026 | Jul 24, 2026 |
| SHP Wealth Management | History | No change | 500 | 44 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Planning,Inc | History | No change | 500 | 44 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 500 | 44 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |