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 | No change | 6,557,596 | 590,052 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,996,322 | 269,609 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,891,243 | 170,174 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,645,782 | 148,087 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 1,186,461 | 106,758 | 0.19% | 0.19% | 5 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,112,886 | 100,162 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 885,376 | 79,666 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 837,290 | 73,717 | 0.01% | 0.01% | 8 | +9,274 | 1.12% | Q3 2026 | Nov 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 725,769 | 65,304 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 637,043 | 57,321 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 539,873 | 48,577 | 0.07% | 0.07% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 519,756 | 46,767 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 462,200 | 41,588 | 0.27% | 0.27% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 453,446 | 40,801 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 447,021 | 40,222 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 357,189 | 31,446 | 0.01% | 0.01% | 16 | -1,086 | -0.3% | Q3 2026 | Nov 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 315,978 | 28,252 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 312,589 | 28,126 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 278,778 | 25,084 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 276,060 | 24,839 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nuveen, LLC | History | No change | 268,456 | 24,155 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 264,798 | 23,826 | 0.21% | 0.21% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 260,050 | 23,401 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 249,295 | 22,431 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 210,546 | 18,944 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 199,684 | 17,967 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 200,516 | 17,653 | 0.01% | 0.01% | 27 | -33,042 | -14.15% | Q3 2026 | Nov 02, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 195,071 | 17,552 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 185,376 | 16,679 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 174,664 | 15,716 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | New | 165,683 | 14,586 | 0.09% | — | 31 | +165,683 | New | Q3 2026 | Oct 06, 2026 |
| UBS Group AG | History | No change | 135,671 | 12,207 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank & Trust Co | History | Reduced | 117,295 | 10,326 | 6.49% | 6.79% | 33 | -2,346 | -1.96% | Q3 2026 | Oct 07, 2026 |
| ProShare Advisors LLC | History | Added to | 111,468 | 9,813 | 0.01% | 0.01% | 34 | +30,540 | 37.74% | Q3 2026 | Oct 28, 2026 |
| RHUMBLINE ADVISERS | History | No change | 104,092 | 9,366 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WHITTIER TRUST CO | History | No change | 98,904 | 8,949 | 0.09% | 0.09% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 97,439 | 8,767 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 95,971 | 8,635 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 90,522 | 8,145 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 89,902 | 7,914 | 0.01% | 0.01% | 40 | -10,760 | -10.69% | Q3 2026 | Nov 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 86,785 | 7,808 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 85,285 | 7,673 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DENALI ADVISORS LLC | History | No change | 85,102 | 7,657 | 0.77% | 0.77% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 86,160 | 7,585 | 1.38% | 1.37% | 44 | -281 | -0.33% | Q3 2026 | Oct 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 83,053 | 7,473 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 78,855 | 7,095 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss National Bank | History | No change | 75,800 | 6,820 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 75,539 | 6,796 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Phocas Financial Corp. | History | No change | 72,681 | 6,539 | 0.91% | 0.91% | 49 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Qube Research & Technologies Ltd | History | No change | 72,311 | 6,506 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 71,147 | 6,401 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 70,882 | 6,377 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 68,569 | 6,169 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 67,333 | 6,058 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 59,697 | 5,371 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 57,071 | 5,135 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 58,144 | 5,118 | 0.0% | 0.0% | 57 | +7,830 | 15.56% | Q3 2026 | Nov 04, 2026 |
| Squarepoint Ops LLC | History | No change | 55,880 | 5,028 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 54,910 | 4,940 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 52,639 | 4,736 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 49,054 | 4,456 | 0.08% | 0.08% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BARCLAYS PLC | History | No change | 47,891 | 4,309 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palisades Investment Partners, LLC | History | Added to | 47,244 | 4,159 | 1.21% | 1.12% | 63 | +3,661 | 8.4% | Q3 2026 | Nov 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 46,061 | 4,144 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 46,460 | 4,090 | 0.32% | 0.32% | 65 | +1,881 | 4.22% | Q3 2026 | Oct 19, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 44,983 | 3,948 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 43,830 | 3,943 | 0.09% | 0.09% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 43,790 | 3,940 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 43,201 | 3,887 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| CITADEL ADVISORS LLC | History | No change | 41,453 | 3,729 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 40,275 | 3,623 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 36,449 | 3,209 | 0.01% | 0.01% | 72 | -6,433 | -15.0% | Q3 2026 | Nov 05, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 35,292 | 3,175 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 33,415 | 3,006 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 33,349 | 3,000 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 31,715 | 2,853 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 31,490 | 2,833 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 31,200 | 2,807 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 29,860 | 2,686 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 29,182 | 2,625 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 28,242 | 2,541 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 28,289 | 2,490 | 0.0% | 0.0% | 82 | +2,521 | 9.78% | Q3 2026 | Nov 02, 2026 |
| PDT Partners, LLC | History | No change | 27,000 | 2,429 | 0.13% | 0.13% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 26,469 | 2,381 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Reduced | 25,250 | 2,223 | 0.29% | 0.28% | 85 | -200 | -0.79% | Q3 2026 | Nov 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 23,310 | 2,097 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 23,141 | 2,082 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 23,067 | 2,075 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 22,779 | 2,049 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneAscent Financial Services LLC | History | No change | 22,625 | 2,035 | 0.1% | 0.1% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 22,029 | 1,982 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vest Financial, LLC | History | Reduced | 22,428 | 1,974 | 0.02% | 0.04% | 92 | -20,095 | -47.26% | Q3 2026 | Oct 21, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 21,316 | 1,876 | 0.02% | 0.02% | 93 | +337 | 1.61% | Q3 2026 | Nov 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 20,315 | 1,827 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WINTON GROUP Ltd | History | No change | 19,946 | 1,794 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 19,692 | 1,771 | 0.09% | 0.09% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 19,564 | 1,760 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Quantinno Capital Management LP | History | No change | 18,604 | 1,674 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 18,010 | 1,620 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,277 | 1,614 | 0.0% | 0.0% | 100 | +1,622 | 9.74% | Q3 2026 | Oct 13, 2026 |
| Jupiter Topco LLC | History | No change | 17,899 | 1,610 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 17,622 | 1,585 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 17,900 | 1,575 | 0.02% | 0.02% | 103 | -500 | -2.72% | Q3 2026 | Oct 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 17,147 | 1,542 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 16,814 | 1,512 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 17,069 | 1,503 | 0.52% | — | 106 | +17,069 | New | Q3 2026 | Nov 04, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 16,948 | 1,492 | 0.01% | 0.01% | 107 | -2,823 | -14.28% | Q3 2026 | Nov 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 16,552 | 1,457 | 0.0% | 0.0% | 108 | -1,145 | -6.47% | Q3 2026 | Nov 05, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 16,179 | 1,455 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 16,161 | 1,422 | 0.04% | 0.05% | 110 | -197 | -1.2% | Q3 2026 | Oct 14, 2026 |
| Holocene Advisors, LP | History | No change | 15,635 | 1,406 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 15,400 | 1,385 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 15,032 | 1,352 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 15,010 | 1,350 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 14,489 | 1,305 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 14,471 | 1,302 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Star Investment Management Corp. | History | No change | 14,236 | 1,253 | 0.07% | 0.07% | 117 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 13,612 | 1,224 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 13,679 | 1,204 | 0.04% | 0.02% | 119 | +3,950 | 40.6% | Q3 2026 | Oct 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 13,273 | 1,194 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Achmea Investment Management B.V. | History | New | 12,700 | 1,118 | 0.01% | — | 121 | +12,700 | New | Q3 2026 | Oct 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,243 | 1,101 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 12,186 | 1,096 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 12,147 | 1,093 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 12,362 | 1,088 | 0.0% | 0.01% | 125 | -562 | -4.35% | Q3 2026 | Oct 28, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 12,038 | 1,083 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 11,866 | 1,075 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,536 | 1,038 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 11,581 | 1,019 | 0.11% | 0.1% | 129 | +950 | 8.94% | Q3 2026 | Oct 22, 2026 |
| AMALGAMATED BANK | History | Reduced | 10,806 | 951 | 0.01% | 0.01% | 130 | -393 | -3.51% | Q3 2026 | Oct 23, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 10,544 | 949 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arizona State Retirement System | History | Added to | 10,643 | 937 | 0.0% | 0.0% | 132 | +224 | 2.15% | Q3 2026 | Nov 03, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 10,606 | 933 | 0.01% | 0.01% | 134 | -556 | -4.98% | Q3 2026 | Oct 22, 2026 |
| Atom Investors LP | History | No change | 10,370 | 933 | 0.08% | 0.08% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 10,480 | 922 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 10,201 | 917 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 10,380 | 913 | 0.01% | 0.01% | 137 | +4,752 | 84.43% | Q3 2026 | Oct 27, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 10,139 | 912 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 10,300 | 907 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 9,877 | 888 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 9,892 | 870 | 0.0% | 0.0% | 141 | -64 | -0.64% | Q3 2026 | Nov 03, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 9,490 | 853 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 9,442 | 831 | 0.01% | 0.01% | 143 | -150 | -1.56% | Q3 2026 | Oct 29, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 9,312 | 819 | 0.01% | 0.01% | 144 | +3,202 | 52.41% | Q3 2026 | Nov 05, 2026 |
| ALPS ADVISORS INC | History | Reduced | 9,209 | 810 | 0.0% | 0.01% | 145 | -12,067 | -56.72% | Q3 2026 | Nov 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 8,835 | 794 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 8,800 | 791 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Reduced | 8,847 | 778 | 0.2% | 0.22% | 148 | -939 | -9.6% | Q3 2026 | Oct 08, 2026 |
| SEI INVESTMENTS CO | History | No change | 8,618 | 775 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Associates, LP | History | No change | 8,549 | 769 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 8,298 | 746 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 8,249 | 742 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 8,408 | 740 | 0.0% | 0.0% | 153 | +812 | 10.69% | Q3 2026 | Nov 02, 2026 |
| NorthRock Partners, LLC | History | No change | 8,215 | 739 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empowered Funds, LLC | History | No change | 8,170 | 735 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,344 | 734 | 0.01% | 0.01% | 156 | -5,482 | -39.65% | Q3 2026 | Oct 15, 2026 |
| ALERUS FINANCIAL NA | History | No change | 8,028 | 722 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Curi Capital, LLC | History | No change | 7,947 | 715 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 7,923 | 712 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Advisor Group, LLC | History | No change | 7,748 | 697 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lido Advisors, LLC | History | Added to | 7,685 | 676 | 0.0% | 0.0% | 161 | +1,482 | 23.89% | Q3 2026 | Nov 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,505 | 675 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,611 | 670 | 0.0% | 0.0% | 163 | -5,177 | -40.48% | Q3 2026 | Nov 02, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 7,462 | 656 | 0.0% | 0.0% | 164 | +382 | 5.4% | Q3 2026 | Nov 03, 2026 |
| FOSTER & MOTLEY INC | History | No change | 7,223 | 650 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Exit Wealth Advisors, LLC. | History | No change | 7,178 | 645 | 0.29% | 0.29% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | No change | 6,924 | 623 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Johnson Wealth Management, LLC | History | No change | 6,717 | 604 | 0.26% | 0.26% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 6,493 | 571 | 0.02% | 0.01% | 169 | +1,939 | 42.58% | Q3 2026 | Oct 22, 2026 |
| Quadrature Capital Ltd | History | No change | 6,332 | 569 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 6,215 | 559 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 6,107 | 550 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 5,982 | 538 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 5,858 | 527 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Amundi | History | No change | 5,840 | 525 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 5,869 | 516 | 0.0% | 0.0% | 176 | -898 | -13.27% | Q3 2026 | Oct 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,403 | 486 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BAYBAN | History | No change | 5,401 | 485 | 0.37% | 0.37% | 178 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Inspire Advisors, LLC | History | No change | 5,386 | 484 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RBA Wealth Management, LLC | History | Reduced | 5,469 | 481 | 0.15% | 0.18% | 180 | -100 | -1.8% | Q3 2026 | Oct 28, 2026 |
| Vident Advisory, LLC | History | No change | 5,243 | 471 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 5,211 | 469 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savant Capital, LLC | History | No change | 5,237 | 465 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Modern Wealth Management, LLC | History | No change | 5,174 | 465 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Opus Capital Group, LLC | History | No change | 5,266 | 464 | 0.05% | 0.05% | 185 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 5,059 | 455 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,928 | 443 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hendershot Investments Inc. | History | No change | 5,000 | 440 | 0.06% | 0.06% | 188 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Bravera Wealth | History | No change | 4,873 | 438 | 0.17% | 0.17% | 189 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 4,789 | 430 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 4,753 | 427 | 0.16% | 0.16% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alternative Investment Advisors, LLC. | History | Added to | 4,830 | 425 | 0.16% | 0.16% | 192 | +31 | 0.65% | Q3 2026 | Nov 03, 2026 |
| Blue Trust, Inc. | History | New | 4,795 | 422 | 0.0% | — | 193 | +4,795 | New | Q3 2026 | Oct 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 4,791 | 421 | 0.0% | 0.0% | 194 | -17 | -0.35% | Q3 2026 | Oct 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,608 | 415 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 4,560 | 410 | 0.12% | 0.12% | 196 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,539 | 408 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| HUB Investment Partners, LLC | History | New | 4,628 | 407 | 0.01% | — | 199 | +4,628 | New | Q3 2026 | Nov 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 4,576 | 407 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Accredited Investors Inc. | History | Added to | 4,495 | 395 | 0.02% | 0.02% | 201 | +59 | 1.33% | Q3 2026 | Nov 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 4,395 | 395 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 4,442 | 391 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 4,335 | 381 | 0.09% | 0.1% | 203 | -204 | -4.49% | Q3 2026 | Nov 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,193 | 377 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Forward, LLC | History | No change | 4,238 | 373 | 0.17% | 0.19% | 205 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 4,213 | 370 | 0.04% | 0.05% | 206 | -1,298 | -23.55% | Q3 2026 | Oct 27, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 4,088 | 367 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gotham Asset Management, LLC | History | No change | 4,007 | 360 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bell Bank | History | No change | 4,086 | 359 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| BOKF, NA | History | Reduced | 4,074 | 358 | 0.01% | 0.01% | 210 | -93 | -2.23% | Q3 2026 | Oct 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,967 | 356 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Reduced | 3,753 | 330 | 0.0% | 0.0% | 213 | -123 | -3.17% | Q3 2026 | Nov 03, 2026 |
| Tidal Investments LLC | History | No change | 3,676 | 330 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chesley Taft & Associates LLC | History | No change | 3,680 | 323 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Voleon Capital Management LP | History | No change | 3,584 | 322 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,550 | 319 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 3,493 | 314 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 3,517 | 309 | 0.08% | 0.08% | 218 | +20 | 0.57% | Q3 2026 | Oct 13, 2026 |
| Atlas Brown,Inc. | History | No change | 3,491 | 307 | 0.08% | 0.08% | 219 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 3,398 | 305 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Van Diest Capital, LLC | History | No change | 3,374 | 303 | 0.27% | 0.27% | 221 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 3,244 | 292 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,286 | 289 | 0.01% | 0.01% | 223 | -2,615 | -44.31% | Q3 2026 | Oct 22, 2026 |
| &PARTNERS | History | No change | 3,160 | 284 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | New | 3,221 | 283 | 0.0% | — | 225 | +3,221 | New | Q3 2026 | Oct 28, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 3,164 | 278 | 0.06% | 0.07% | 226 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3,150 | 277 | 0.01% | — | 227 | +3,150 | New | Q3 2026 | Oct 26, 2026 |
| Mann Financial Group, Inc. | History | No change | 3,129 | 275 | 0.22% | 0.24% | 228 | 0 | 0.0% | Q3 2026 | Oct 15, 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 |
| Beacon Pointe Advisors, LLC | History | No change | 3,049 | 274 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Corient Private Wealth LP | History | No change | 2,862 | 257 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 2,838 | 255 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,841 | 255 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 2,878 | 253 | 0.01% | 0.01% | 234 | +69 | 2.46% | Q3 2026 | Oct 29, 2026 |
| Park Capital Management, LLC / WI | History | New | 2,853 | 251 | 0.13% | — | 236 | +2,853 | New | Q3 2026 | Oct 13, 2026 |
| INCEPTIONR LLC | History | No change | 2,798 | 251 | 0.06% | 0.06% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 2,839 | 249 | 0.0% | — | 237 | +2,839 | New | Q3 2026 | Nov 02, 2026 |
| Paragon Advisors, LLC | History | New | 2,794 | 245 | 0.05% | — | 238 | +2,794 | New | Q3 2026 | Nov 03, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 2,779 | 244 | 0.03% | 0.04% | 239 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CIBC Asset Management Inc | History | Reduced | 2,738 | 241 | 0.0% | 0.0% | 240 | -58 | -2.07% | Q3 2026 | Nov 05, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 2,732 | 240 | 0.03% | 0.03% | 242 | +17 | 0.63% | Q3 2026 | Oct 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,668 | 240 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,652 | 238 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | History | No change | 2,623 | 235 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abel Hall, LLC | History | Added to | 2,664 | 234 | 0.04% | 0.04% | 245 | +229 | 9.4% | Q3 2026 | Oct 19, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 2,643 | 232 | 0.01% | 0.01% | 246 | +243 | 10.13% | Q3 2026 | Nov 04, 2026 |
| denkapparat Operations GmbH | History | No change | 2,586 | 232 | 0.08% | 0.08% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,590 | 227 | 0.0% | 0.0% | 249 | +1,618 | 166.46% | Q3 2026 | Oct 08, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 2,588 | 227 | 0.0% | 0.0% | 248 | -77 | -2.89% | Q3 2026 | Oct 21, 2026 |
| AE Wealth Management LLC | History | No change | 2,519 | 226 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,500 | 224 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 2,490 | 224 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 2,503 | 220 | 0.0% | 0.0% | 254 | +158 | 6.74% | Q3 2026 | Oct 28, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 2,500 | 220 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 2,456 | 216 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| JNBA Financial Advisors | History | Added to | 2,444 | 215 | 0.02% | 0.01% | 256 | +1,000 | 69.25% | Q3 2026 | Nov 03, 2026 |
| IHT Wealth Management, LLC | History | No change | 2,399 | 215 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 2,373 | 213 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SteelPeak Wealth, LLC | History | New | 2,389 | 210 | 0.01% | — | 259 | +2,389 | New | Q3 2026 | Oct 16, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,060 | 185 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 2,060 | 185 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,060 | 181 | 0.02% | 0.02% | 262 | +18 | 0.88% | Q3 2026 | Oct 27, 2026 |
| USA FINANCIAL FORMULAS | History | New | 1,673 | 147 | 0.03% | — | 263 | +1,673 | New | Q3 2026 | Oct 16, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,660 | 146 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Quantbot Technologies LP | History | No change | 1,546 | 139 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 1,305 | 117 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,216 | 109 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KBC Group NV | History | No change | 1,227 | 108 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| HM PAYSON & CO | History | No change | 1,172 | 105 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,169 | 102 | 0.0% | 0.0% | 270 | +45 | 4.0% | Q3 2026 | Oct 23, 2026 |
| Abound Wealth Management | History | No change | 1,149 | 101 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Financial Perspectives, Inc | History | No change | 1,155 | 101 | 0.02% | 0.03% | 272 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,119 | 100 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,091 | 98 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crews Bank & Trust | History | No change | 1,092 | 98 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| STRS OHIO | History | Added to | 1,100 | 96 | 0.0% | 0.0% | 276 | +300 | 37.5% | Q3 2026 | Oct 30, 2026 |
| GAMMA Investing LLC | History | Added to | 1,065 | 93 | 0.0% | 0.0% | 277 | +230 | 27.54% | Q3 2026 | Oct 08, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,000 | 89 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 1,000 | 88 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| TRUST CO OF VERMONT | History | No change | 904 | 79 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 870 | 78 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 811 | 73 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 812 | 71 | 0.0% | 0.0% | 283 | +11 | 1.37% | Q3 2026 | Oct 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 790 | 69 | 0.0% | 0.0% | 285 | +479 | 154.02% | Q3 2026 | Nov 03, 2026 |
| Arax Advisory Partners | History | No change | 768 | 69 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TFC Financial Management, Inc. | History | No change | 773 | 68 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Fortitude Family Office, LLC | History | Added to | 768 | 67 | 0.01% | 0.0% | 287 | +745 | 3239.13% | Q3 2026 | Oct 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 742 | 66 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 717 | 65 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 699 | 62 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| UMB Bank, n.a. | History | No change | 661 | 59 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| High Note Wealth, LLC | History | No change | 677 | 59 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Goodman Advisory Group, LLC | History | New | 667 | 58 | 0.01% | — | 295 | +667 | New | Q3 2026 | Oct 30, 2026 |
| Covestor Ltd | History | Reduced | 662 | 58 | 0.04% | 0.05% | 294 | -370 | -35.85% | Q3 2026 | Oct 30, 2026 |
| Costello Asset Management, INC | History | Added to | 670 | 58 | 0.02% | 0.02% | 293 | +51 | 8.24% | Q3 2026 | Oct 30, 2026 |
| Continuum Advisory, LLC | History | No change | 574 | 51 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 563 | 50 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 561 | 50 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SHP Wealth Management | History | No change | 500 | 44 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Planning,Inc | History | No change | 500 | 44 | 0.03% | 0.03% | 300 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |