Bank OZK - OZK
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 | 10,739,401 | 559,415 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE STREET CORP | History | No change | 6,076,462 | 316,513 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 6,726,465 | 309,149 | 0.06% | 0.06% | 3 | +45,310 | 0.68% | Q3 2026 | Nov 04, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 5,199,115 | 270,821 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,733,512 | 246,568 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 4,103,828 | 213,768 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 3,674,397 | 191,399 | 0.08% | 0.08% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 3,282,071 | 183,977 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,274,181 | 169,569 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 3,037,125 | 158,203 | 0.09% | 0.09% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 3,345,235 | 153,747 | 1.14% | 1.6% | 11 | -1,350,141 | -28.75% | Q3 2026 | Oct 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,570,708 | 133,908 | 0.2% | 0.2% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,575,317 | 82,058 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 1,570,873 | 81,826 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,330,867 | 69,324 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 1,327,775 | 69,163 | 0.08% | 0.08% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Van Berkom & Associates Inc. | History | Reduced | 1,420,315 | 65,278 | 2.33% | 2.69% | 17 | -184,252 | -11.48% | Q3 2026 | Nov 04, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,217,324 | 63,410 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Giverny Capital Inc. | History | No change | 1,198,116 | 62,409 | 2.1% | 2.1% | 19 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,179,035 | 61,415 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,120,435 | 58,363 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 1,005,215 | 52,361 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 955,993 | 49,797 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 932,160 | 48,556 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | History | No change | 921,252 | 47,988 | 3.22% | 3.22% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 860,817 | 44,839 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 810,073 | 42,196 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 781,897 | 40,729 | 0.06% | 0.06% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 660,025 | 34,380 | 0.61% | 0.61% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 656,898 | 34,217 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 652,319 | 33,979 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 609,347 | 31,740 | 0.14% | 0.14% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 684,555 | 31,722 | 0.05% | 0.04% | 33 | +162,646 | 31.16% | Q3 2026 | Nov 04, 2026 |
| Newport Trust Company, LLC | History | No change | 592,739 | 30,875 | 0.07% | 0.07% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 545,546 | 28,417 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 530,728 | 27,645 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SEI INVESTMENTS CO | History | No change | 518,824 | 27,025 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 499,100 | 25,998 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Twin Lions Management LLC | History | No change | 485,160 | 25,271 | 19.81% | 19.81% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 534,796 | 24,579 | 0.04% | 0.04% | 40 | -10,333 | -1.9% | Q3 2026 | Oct 28, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 470,333 | 24,499 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 451,390 | 23,512 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HRT FINANCIAL LP | History | No change | 435,761 | 22,698 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 366,462 | 19,089 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 341,754 | 17,802 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | No change | 335,972 | 17,501 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 327,434 | 17,056 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALGERT GLOBAL LLC | History | No change | 319,312 | 16,632 | 0.2% | 0.2% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 303,917 | 15,830 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 297,669 | 15,505 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 289,468 | 15,180 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 289,305 | 15,069 | 1.53% | 1.53% | 52 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bridgewater Associates, LP | History | No change | 287,790 | 14,990 | 0.06% | 0.06% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EARNEST PARTNERS LLC | History | No change | 287,583 | 14,980 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 286,083 | 14,902 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 319,200 | 14,670 | 0.02% | 0.02% | 56 | -3,929 | -1.22% | Q3 2026 | Nov 02, 2026 |
| Jump Financial, LLC | History | No change | 281,488 | 14,662 | 0.12% | 0.12% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 278,961 | 14,531 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | No change | 269,495 | 14,037 | 0.11% | 0.11% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 268,064 | 13,963 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 266,877 | 13,901 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | No change | 259,433 | 13,513 | 0.66% | 0.66% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ranger Investment Management, L.P. | History | No change | 254,180 | 13,240 | 0.84% | 0.84% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearbridge Investments, LLC | History | No change | 241,930 | 12,602 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 239,299 | 12,465 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 237,875 | 12,390 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 226,299 | 11,787 | 0.07% | 0.07% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hodges Capital Management Inc. | History | No change | 222,823 | 11,606 | 0.77% | 0.77% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEYBOSSET RESEARCH & MANAGEMENT LLC | History | Reduced | 240,034 | 11,031 | 3.18% | 3.31% | 69 | -2,232 | -0.92% | Q3 2026 | Oct 16, 2026 |
| Swiss National Bank | History | No change | 210,433 | 10,961 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantbot Technologies LP | History | No change | 210,162 | 10,947 | 0.43% | 0.43% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Reduced | 216,140 | 10,864 | 0.24% | 0.22% | 72 | -24,646 | -10.24% | Q3 2026 | Oct 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 233,632 | 10,737 | 0.01% | 0.01% | 73 | -61 | -0.03% | Q3 2026 | Nov 02, 2026 |
| Numerai GP LLC | History | No change | 203,437 | 10,597 | 0.87% | 0.87% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 212,023 | 9,744 | 0.06% | 0.06% | 75 | +37,333 | 21.37% | Q3 2026 | Oct 06, 2026 |
| Mariner, LLC | History | No change | 184,930 | 9,632 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 182,738 | 9,518 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CITIGROUP INC | History | Reduced | 198,638 | 9,129 | 0.0% | 0.01% | 78 | -259,875 | -56.68% | Q3 2026 | Nov 04, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 169,505 | 8,829 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CI INVESTMENTS INC. | History | No change | 163,780 | 8,531 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 160,379 | 8,354 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 176,534 | 8,113 | 0.05% | 0.06% | 82 | -14,400 | -7.54% | Q3 2026 | Oct 28, 2026 |
| Vest Financial, LLC | History | Added to | 162,100 | 7,450 | 0.08% | 0.08% | 83 | +10,983 | 7.27% | Q3 2026 | Oct 21, 2026 |
| Hudson Bay Capital Management LP | History | No change | 140,614 | 7,324 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 159,249 | 7,307 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 138,823 | 7,231 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 137,863 | 7,180 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allianz Asset Management GmbH | History | No change | 135,929 | 7,080 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Legal & General Group Plc | History | No change | 135,322 | 7,048 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 131,906 | 6,871 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 129,863 | 6,765 | 0.43% | 0.43% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Man Group plc | History | No change | 123,981 | 6,458 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QV Investors Inc. | History | Reduced | 140,010 | 6,435 | 0.47% | 0.57% | 93 | -2,050 | -1.44% | Q3 2026 | Oct 20, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 121,883 | 6,348 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Cerity Partners LLC | History | No change | 114,604 | 5,969 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 110,354 | 5,748 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| South Dakota Investment Council | History | No change | 109,510 | 5,704 | 0.1% | 0.1% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 106,894 | 5,564 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 106,743 | 5,560 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 106,645 | 5,557 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 106,571 | 5,551 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 105,282 | 5,484 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 116,928 | 5,374 | 0.01% | 0.01% | 103 | -1,401 | -1.18% | Q3 2026 | Oct 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 102,567 | 5,342 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCW GROUP INC | History | No change | 101,277 | 5,275 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 98,539 | 5,133 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | Reduced | 104,594 | 4,807 | 0.01% | 0.02% | 107 | -1,540 | -1.45% | Q3 2026 | Nov 04, 2026 |
| Nitor Capital Management, LLC | History | Added to | 101,515 | 4,665 | 3.13% | 2.53% | 108 | +29,420 | 40.81% | Q3 2026 | Nov 04, 2026 |
| FIL Ltd | History | No change | 89,169 | 4,644 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 89,047 | 4,638 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 96,641 | 4,441 | 0.01% | 0.01% | 111 | +10,891 | 12.7% | Q3 2026 | Oct 28, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 82,675 | 4,306 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 82,416 | 4,293 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Interval Partners, LP | History | No change | 81,400 | 4,240 | 0.11% | 0.11% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 79,200 | 4,125 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 76,829 | 4,002 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 74,759 | 3,894 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 74,670 | 3,889 | 0.1% | 0.1% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 72,212 | 3,761 | 0.1% | 0.1% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Villanova Investment Management Co | History | No change | 81,606 | 3,750 | 3.74% | 4.03% | 120 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 78,963 | 3,629 | 0.1% | — | 121 | +78,963 | New | Q3 2026 | Oct 22, 2026 |
| Horrell Capital Management, Inc. | History | Reduced | 77,402 | 3,557 | 1.88% | 1.93% | 122 | -3,464 | -4.28% | Q3 2026 | Oct 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 68,233 | 3,554 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Rafferty Asset Management, LLC | History | No change | 68,205 | 3,552 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fieldview Capital Management, LLC | History | No change | 67,864 | 3,535 | 1.01% | 1.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | No change | 66,480 | 3,478 | 0.24% | 0.24% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 64,380 | 3,352 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 64,154 | 3,341 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 63,497 | 3,307 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SummitTX Capital, L.P. | History | No change | 63,305 | 3,297 | 0.08% | 0.08% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 62,902 | 3,276 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 81,213 | 3,183 | 0.0% | 0.01% | 132 | +1,510 | 1.89% | Q3 2026 | Oct 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 66,226 | 3,043 | 0.07% | 0.05% | 133 | +18,604 | 39.07% | Q3 2026 | Oct 16, 2026 |
| Twin Tree Management, LP | History | No change | 57,600 | 3,000 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Achmea Investment Management B.V. | History | New | 65,080 | 2,993 | 0.02% | — | 135 | +65,080 | New | Q3 2026 | Oct 30, 2026 |
| Creative Planning | History | Reduced | 64,282 | 2,954 | 0.0% | 0.0% | 136 | -6,313 | -8.94% | Q3 2026 | Nov 02, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 55,929 | 2,913 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | No change | 63,200 | 2,904 | 0.1% | 0.11% | 138 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Oak Thistle LLC | History | Added to | 63,182 | 2,903 | 0.27% | 0.19% | 139 | +24,572 | 63.64% | Q3 2026 | Oct 21, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 55,483 | 2,890 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 61,886 | 2,844 | 0.59% | 0.62% | 141 | +12 | 0.02% | Q3 2026 | Oct 21, 2026 |
| Baird Financial Group, Inc. | History | No change | 54,025 | 2,814 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Freestone Grove Partners LP | History | No change | 53,738 | 2,799 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Naviter Wealth, LLC | History | No change | 53,704 | 2,797 | 0.25% | 0.25% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 59,546 | 2,736 | 0.02% | 0.04% | 145 | -20,316 | -25.44% | Q3 2026 | Oct 30, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 50,860 | 2,649 | 0.12% | 0.12% | 146 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MetLife Investment Management, LLC | History | No change | 49,408 | 2,573 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 49,411 | 2,573 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 48,087 | 2,504 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 47,859 | 2,492 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cardinal Capital Management | History | Added to | 53,890 | 2,476 | 0.29% | 0.32% | 151 | +2,573 | 5.01% | Q3 2026 | Oct 21, 2026 |
| Neo Ivy Capital Management | History | No change | 47,185 | 2,457 | 0.57% | 0.57% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 45,236 | 2,356 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 44,994 | 2,343 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HSBC HOLDINGS PLC | History | No change | 44,702 | 2,334 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 44,706 | 2,328 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Walleye Capital LLC | History | No change | 44,469 | 2,316 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Qube Research & Technologies Ltd | History | No change | 43,759 | 2,279 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 43,012 | 2,240 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 48,590 | 2,233 | 0.01% | 0.01% | 160 | -5,197 | -9.66% | Q3 2026 | Oct 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 42,346 | 2,205 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 41,900 | 2,183 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 41,441 | 2,158 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Trail Advisors, LLC | History | No change | 40,448 | 2,106 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 45,320 | 2,083 | 0.01% | 0.02% | 165 | -106 | -0.23% | Q3 2026 | Oct 23, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 39,522 | 2,058 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 43,554 | 2,001 | 0.06% | 0.07% | 167 | +1,786 | 4.28% | Q3 2026 | Oct 23, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 38,168 | 1,988 | 0.08% | 0.08% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 38,033 | 1,981 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Reduced | 42,000 | 1,930 | 0.41% | 0.76% | 170 | -21,000 | -33.33% | Q3 2026 | Nov 02, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 35,008 | 1,823 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 39,438 | 1,812 | 0.08% | 0.09% | 172 | +2,055 | 5.5% | Q3 2026 | Oct 22, 2026 |
| Neuberger Berman Group LLC | History | No change | 33,719 | 1,756 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Caprock Group, LLC | History | No change | 33,245 | 1,731 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 32,919 | 1,714 | 0.11% | 0.11% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 32,799 | 1,708 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 36,969 | 1,699 | 0.02% | 0.02% | 177 | -1,127 | -2.96% | Q3 2026 | Oct 23, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 32,412 | 1,688 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 36,626 | 1,683 | 0.02% | 0.03% | 179 | -18,886 | -34.02% | Q3 2026 | Oct 27, 2026 |
| Belleair Asset Management, LLC | History | No change | 35,800 | 1,645 | 1.39% | 1.57% | 180 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 31,489 | 1,640 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 30,800 | 1,604 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 30,673 | 1,597 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 34,276 | 1,575 | 0.01% | 0.01% | 184 | -7,418 | -17.79% | Q3 2026 | Nov 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 30,011 | 1,563 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Militia Capital Management LLC | History | No change | 30,000 | 1,562 | 0.05% | 0.05% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 29,534 | 1,538 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 29,408 | 1,531 | 0.07% | 0.07% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 29,091 | 1,515 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 28,926 | 1,507 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TMB Capital Partners, LLC | History | Added to | 32,652 | 1,500 | 0.46% | 0.53% | 191 | +1 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Handelsbanken Fonder AB | History | No change | 28,725 | 1,496 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 31,518 | 1,448 | 0.07% | 0.08% | 193 | +110 | 0.35% | Q3 2026 | Oct 30, 2026 |
| Palogic Value Management, L.P. | History | No change | 27,546 | 1,434 | 0.47% | 0.47% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 30,930 | 1,421 | 0.01% | 0.02% | 195 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 26,939 | 1,403 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 26,722 | 1,391 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 30,100 | 1,383 | 0.02% | 0.02% | 198 | +100 | 0.33% | Q3 2026 | Oct 20, 2026 |
| COMMERCE BANK | History | No change | 26,483 | 1,379 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1832 Asset Management L.P. | History | No change | 26,471 | 1,378 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 26,421 | 1,376 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 29,535 | 1,357 | 0.01% | 0.01% | 202 | +598 | 2.07% | Q3 2026 | Nov 03, 2026 |
| Edgestream Partners, L.P. | History | No change | 25,901 | 1,349 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 28,795 | 1,323 | 0.0% | 0.0% | 204 | -812 | -2.74% | Q3 2026 | Nov 02, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Reduced | 28,756 | 1,321 | 0.38% | 0.46% | 205 | -1,071 | -3.59% | Q3 2026 | Oct 29, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 24,827 | 1,293 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 24,836 | 1,293 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XTX Topco Ltd | History | No change | 24,724 | 1,287 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 26,697 | 1,226 | 0.13% | 0.14% | 209 | +817 | 3.16% | Q3 2026 | Oct 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 23,506 | 1,224 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 26,213 | 1,204 | 0.01% | 0.02% | 211 | -2,096 | -7.4% | Q3 2026 | Oct 22, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 23,076 | 1,202 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 23,083 | 1,202 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 25,832 | 1,187 | 0.04% | 0.04% | 214 | +2,722 | 11.78% | Q3 2026 | Oct 30, 2026 |
| Voleon Capital Management LP | History | No change | 22,536 | 1,173 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 22,500 | 1,172 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WINCAP FINANCIAL LLC | History | Reduced | 25,309 | 1,163 | 0.63% | 0.72% | 217 | -468 | -1.82% | Q3 2026 | Oct 20, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 21,906 | 1,141 | 0.07% | 0.07% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parrish Capital LLC | History | Added to | 24,730 | 1,136 | 1.11% | 1.2% | 219 | +814 | 3.4% | Q3 2026 | Oct 01, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 21,653 | 1,127 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simmons Bank | History | No change | 21,574 | 1,123 | 0.06% | 0.06% | 221 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sivia Capital Partners, LLC | History | No change | 21,571 | 1,123 | 0.14% | 0.14% | 222 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Harbor Advisors LLC | History | No change | 21,455 | 1,117 | 0.14% | 0.14% | 223 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 24,205 | 1,112 | 0.01% | 0.01% | 224 | -362 | -1.47% | Q3 2026 | Nov 03, 2026 |
| Entropy Technologies, LP | History | No change | 21,265 | 1,107 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 24,038 | 1,104 | 0.01% | 0.01% | 226 | +11,361 | 89.62% | Q3 2026 | Oct 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 23,959 | 1,101 | 0.0% | 0.0% | 227 | +1,700 | 7.64% | Q3 2026 | Oct 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 21,128 | 1,101 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 23,812 | 1,094 | 0.0% | 0.01% | 229 | -200 | -0.83% | Q3 2026 | Oct 27, 2026 |
| denkapparat Operations GmbH | History | No change | 20,776 | 1,082 | 0.35% | 0.35% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 20,668 | 1,076 | 0.18% | 0.18% | 231 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 20,518 | 1,068 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOSTER & MOTLEY INC | History | No change | 20,262 | 1,055 | 0.05% | 0.05% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 20,512 | 1,038 | 0.02% | 0.02% | 234 | -759 | -3.57% | Q3 2026 | Oct 26, 2026 |
| Merit Financial Group, LLC | History | No change | 19,931 | 1,038 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BTC Capital Management, Inc. | History | No change | 19,653 | 1,036 | 0.06% | 0.06% | 236 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 19,620 | 1,022 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 19,489 | 1,015 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 19,436 | 1,012 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 19,335 | 1,007 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 19,126 | 996 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 19,007 | 990 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 21,517 | 988 | 0.01% | 0.02% | 243 | -11,372 | -34.58% | Q3 2026 | Nov 05, 2026 |
| Amundi | History | No change | 18,905 | 984 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ridgewood Investments LLC | History | Reduced | 21,374 | 982 | 0.36% | 0.44% | 245 | -1,000 | -4.47% | Q3 2026 | Oct 05, 2026 |
| WINTON GROUP Ltd | History | No change | 18,679 | 972 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 21,044 | 967 | 0.01% | 0.01% | 247 | -200 | -0.94% | Q3 2026 | Oct 29, 2026 |
| AXQ CAPITAL, LP | History | No change | 18,539 | 965 | 0.1% | 0.1% | 248 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 17,938 | 934 | 0.06% | 0.06% | 249 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 17,703 | 922 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | No change | 17,540 | 913 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 17,315 | 901 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bleakley Financial Group, LLC | History | No change | 17,116 | 891 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PENINSULA ASSET MANAGEMENT INC | History | No change | 16,897 | 880 | 0.42% | 0.42% | 254 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 16,778 | 874 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kera Capital Partners, Inc. | History | No change | 16,502 | 859 | 0.08% | 0.08% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacer Advisors, Inc. | History | No change | 16,411 | 855 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 16,347 | 851 | 0.08% | 0.08% | 258 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 18,403 | 850 | 0.04% | 0.02% | 259 | +13,868 | 305.8% | Q3 2026 | Nov 04, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 15,916 | 829 | 0.02% | 0.02% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STEVENS CAPITAL MANAGEMENT LP | History | No change | 15,700 | 818 | 0.2% | 0.2% | 261 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 15,555 | 810 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frec Markets, Inc. | History | No change | 14,756 | 768 | 0.07% | 0.07% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 14,469 | 753 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 14,387 | 749 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vident Advisory, LLC | History | No change | 14,300 | 744 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 15,720 | 723 | 0.0% | 0.0% | 267 | +982 | 6.66% | Q3 2026 | Oct 27, 2026 |
| Unison Advisors LLC | History | Added to | 15,669 | 720 | 0.05% | 0.06% | 268 | +142 | 0.91% | Q3 2026 | Oct 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,647 | 719 | 0.0% | 0.01% | 269 | +1,464 | 10.32% | Q3 2026 | Oct 16, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 15,524 | 713 | 0.0% | 0.0% | 271 | -2,705 | -14.84% | Q3 2026 | Nov 03, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 13,695 | 713 | 0.04% | 0.04% | 270 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 13,643 | 710 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 13,139 | 684 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 14,694 | 675 | 0.02% | 0.02% | 274 | +1,080 | 7.93% | Q3 2026 | Oct 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 12,948 | 674 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Reduced | 14,498 | 666 | 0.01% | 0.01% | 276 | -1,285 | -8.14% | Q3 2026 | Oct 15, 2026 |
| EP Wealth Advisors, LLC | History | No change | 12,523 | 652 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quadrature Capital Ltd | History | No change | 12,242 | 637 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XPONANCE LLC | History | Reduced | 13,800 | 634 | 0.0% | 0.0% | 279 | -626 | -4.34% | Q3 2026 | Nov 03, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 11,770 | 613 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SYON CAPITAL LLC | History | No change | 11,416 | 594 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Total Wealth Planning & Management, Inc. | History | Reduced | 12,794 | 588 | 0.44% | 0.48% | 282 | -877 | -6.42% | Q3 2026 | Oct 23, 2026 |
| Savant Capital, LLC | History | No change | 11,254 | 586 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 12,738 | 585 | 0.15% | 0.17% | 284 | +43 | 0.34% | Q3 2026 | Oct 28, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 12,349 | 567 | 0.01% | 0.01% | 285 | -415 | -3.25% | Q3 2026 | Oct 22, 2026 |
| DRW Securities, LLC | History | No change | 10,810 | 563 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sagewood Asset Management LP | History | No change | 10,790 | 562 | 0.13% | 0.13% | 287 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 12,181 | 560 | 0.0% | 0.0% | 288 | +355 | 3.0% | Q3 2026 | Oct 26, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 10,729 | 558 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 12,136 | 557 | 0.01% | 0.0% | 290 | +5,934 | 95.68% | Q3 2026 | Oct 27, 2026 |
| CERTUITY, LLC | History | Added to | 11,952 | 549 | 0.03% | 0.02% | 291 | +2,583 | 27.57% | Q3 2026 | Nov 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 10,305 | 536 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 10,135 | 527 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 9,839 | 513 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 9,632 | 501 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AGP FRANKLIN, LLC | History | No change | 10,911 | 501 | 0.22% | 0.25% | 296 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 10,628 | 488 | 0.01% | 0.01% | 297 | -1,466 | -12.12% | Q3 2026 | Nov 03, 2026 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | History | Added to | 10,607 | 487 | 0.81% | 0.85% | 298 | +418 | 4.1% | Q3 2026 | Oct 26, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 10,523 | 483 | 0.05% | 0.06% | 299 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CHOREO, LLC | History | Added to | 10,438 | 479 | 0.0% | 0.01% | 300 | +1,162 | 12.53% | Q3 2026 | Oct 28, 2026 |
| West Family Investments, Inc. | History | No change | 9,176 | 477 | 0.14% | 0.14% | 301 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 10,315 | 474 | 0.02% | 0.02% | 302 | -160 | -1.53% | Q3 2026 | Nov 04, 2026 |
| HB Wealth Management, LLC | History | Added to | 11,861 | 461 | 0.0% | 0.0% | 304 | +1,226 | 11.53% | Q3 2026 | Oct 23, 2026 |
| &PARTNERS | History | No change | 8,861 | 461 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 10,253 | 459 | 0.01% | 0.01% | 305 | +1,458 | 16.58% | Q3 2026 | Oct 09, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 8,749 | 455 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| M&T BANK CORP | History | No change | 8,725 | 454 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 9,606 | 441 | 0.0% | 0.01% | 308 | -5,210 | -35.16% | Q3 2026 | Oct 15, 2026 |
| Pallas Capital Advisors LLC | History | No change | 8,398 | 437 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 8,365 | 435 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wedmont Private Capital | History | Added to | 9,681 | 434 | 0.01% | 0.01% | 311 | +4,684 | 93.74% | Q3 2026 | Oct 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 8,169 | 425 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Reduced | 9,045 | 415 | 0.06% | 0.09% | 314 | -1,875 | -17.17% | Q3 2026 | Oct 08, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 7,985 | 415 | 0.11% | 0.11% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 7,915 | 412 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | New | 8,955 | 411 | 0.0% | — | 316 | +8,955 | New | Q3 2026 | Nov 02, 2026 |
| IEQ CAPITAL, LLC | History | No change | 7,871 | 410 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 7,822 | 407 | 0.04% | 0.04% | 318 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 7,817 | 407 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 7,768 | 404 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 7,659 | 398 | 0.04% | 0.04% | 321 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 7,523 | 391 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 8,467 | 389 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Sciencast Management LP | History | No change | 7,448 | 387 | 0.08% | 0.08% | 324 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 8,410 | 386 | 0.05% | 0.06% | 325 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| BURNEY CO/ | History | Reduced | 8,376 | 384 | 0.01% | 0.02% | 326 | -5,094 | -37.82% | Q3 2026 | Oct 15, 2026 |
| Advisors Capital Management, LLC | History | No change | 7,340 | 382 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,244 | 378 | 0.0% | 0.0% | 328 | +1,261 | 18.06% | Q3 2026 | Oct 08, 2026 |
| Mustard Seed Financial, LLC | History | Reduced | 8,199 | 376 | 0.19% | 0.26% | 329 | -1,413 | -14.7% | Q3 2026 | Oct 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 8,065 | 370 | 0.03% | 0.03% | 330 | +787 | 10.81% | Q3 2026 | Oct 01, 2026 |
| First Security Investment Management, Inc. | History | No change | 8,029 | 369 | 0.3% | 0.34% | 331 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 7,919 | 363 | 0.01% | 0.01% | 332 | +319 | 4.2% | Q3 2026 | Oct 23, 2026 |
| Sigma Planning Corp | History | Added to | 7,833 | 360 | 0.01% | 0.01% | 333 | +162 | 2.11% | Q3 2026 | Oct 23, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 7,811 | 359 | 0.04% | 0.05% | 334 | +36 | 0.46% | Q3 2026 | Nov 02, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 6,581 | 342 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,401 | 340 | 0.0% | 0.0% | 336 | -1,223 | -14.18% | Q3 2026 | Nov 02, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 7,334 | 337 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | No change | 6,397 | 333 | 0.06% | 0.06% | 338 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hexagon Capital Partners LLC | History | No change | 6,305 | 328 | 0.05% | 0.05% | 339 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | No change | 6,283 | 327 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 6,204 | 323 | 0.07% | 0.07% | 341 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,989 | 321 | 0.0% | 0.0% | 342 | +786 | 12.67% | Q3 2026 | Oct 27, 2026 |
| IAT REINSURANCE CO LTD. | History | No change | 60,000 | 320 | 0.19% | 0.19% | 343 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Callan Family Office, LLC | History | No change | 6,101 | 317 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 6,837 | 314 | 0.01% | 0.01% | 345 | +687 | 11.17% | Q3 2026 | Oct 08, 2026 |
| US BANCORP \DE\ | History | No change | 6,012 | 313 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Machina Capital S.A.S. | History | No change | 5,966 | 310 | 0.05% | 0.05% | 347 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 5,877 | 306 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 5,848 | 305 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 5,853 | 304 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank OZK | History | No change | 5,818 | 303 | 0.09% | 0.09% | 351 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Gotham Asset Management, LLC | History | No change | 5,754 | 299 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bull Harbor Capital LLC | History | No change | 5,730 | 298 | 0.06% | 0.06% | 353 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | Reduced | 6,472 | 297 | 0.0% | 0.0% | 354 | -351 | -5.14% | Q3 2026 | Nov 04, 2026 |
| Abel Hall, LLC | History | Reduced | 6,344 | 291 | 0.05% | 0.06% | 355 | -6 | -0.09% | Q3 2026 | Oct 19, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 6,200 | 284 | 0.0% | 0.0% | 357 | -508 | -7.57% | Q3 2026 | Nov 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,464 | 284 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 5,400 | 281 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 5,368 | 279 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Utah Retirement Systems | History | No change | 5,361 | 279 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 5,350 | 278 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 5,304 | 276 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 5,993 | 275 | 0.0% | 0.0% | 363 | +608 | 11.29% | Q3 2026 | Oct 28, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 5,934 | 272 | 0.0% | 0.0% | 364 | -246 | -3.98% | Q3 2026 | Oct 21, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 5,888 | 270 | 0.0% | 0.0% | 365 | +790 | 15.5% | Q3 2026 | Nov 04, 2026 |
| Snowden Capital Advisors LLC | History | No change | 5,201 | 270 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mendel Capital Management LLC | History | No change | 5,185 | 270 | 0.12% | 0.12% | 367 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 5,180 | 269 | 0.08% | 0.08% | 368 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| AlphaCore Capital LLC | History | Added to | 5,737 | 263 | 0.0% | 0.0% | 369 | +657 | 12.93% | Q3 2026 | Nov 04, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 5,708 | 262 | 0.14% | 0.16% | 370 | +15 | 0.26% | Q3 2026 | Oct 16, 2026 |
| Waverly Advisors, LLC | History | No change | 5,017 | 261 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,967 | 258 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Krilogy Financial LLC | History | Reduced | 5,661 | 256 | 0.01% | 0.01% | 373 | -1,024 | -15.32% | Q3 2026 | Oct 13, 2026 |
| Aaron Wealth Advisors LLC | History | New | 5,560 | 255 | 0.01% | — | 374 | +5,560 | New | Q3 2026 | Oct 13, 2026 |
| Inscription Capital, LLC | History | Reduced | 5,534 | 254 | 0.03% | 0.03% | 375 | -232 | -4.02% | Q3 2026 | Nov 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 4,608 | 240 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| R Squared Ltd | History | No change | 4,625 | 240 | 0.13% | 0.13% | 377 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 4,617 | 240 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 5,297 | 238 | 0.01% | 0.01% | 379 | -51 | -0.95% | Q3 2026 | Oct 20, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 4,520 | 235 | 0.02% | 0.02% | 380 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Hamilton Capital Partners Inc. | History | No change | 4,519 | 235 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterloo Capital, L.P. | History | No change | 4,501 | 234 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Semanteon Capital Management, LP | History | No change | 4,480 | 233 | 1.05% | 1.05% | 383 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 5,000 | 229 | 0.0% | 0.01% | 384 | -2,122 | -29.8% | Q3 2026 | Nov 03, 2026 |
| Optas, LLC | History | No change | 4,330 | 225 | 0.03% | 0.03% | 385 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 4,351 | 224 | 0.09% | 0.09% | 386 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 4,233 | 220 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Added to | 4,663 | 214 | 0.05% | 0.05% | 388 | +88 | 1.92% | Q3 2026 | Oct 28, 2026 |
| Diametric Capital, LP | History | No change | 4,121 | 214 | 0.02% | 0.02% | 389 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 4,081 | 212 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 4,570 | 210 | 0.02% | 0.02% | 392 | +1,356 | 42.19% | Q3 2026 | Oct 29, 2026 |
| Paragon Capital Management Ltd | History | Added to | 4,573 | 210 | 0.04% | 0.04% | 391 | +43 | 0.95% | Q3 2026 | Oct 09, 2026 |
| KBC Group NV | History | Added to | 4,184 | 192 | 0.0% | 0.0% | 393 | +886 | 26.86% | Q3 2026 | Oct 22, 2026 |
| FIRST HORIZON CORP | History | No change | 4,151 | 190 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Allworth Financial LP | History | No change | 3,494 | 182 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | Added to | 3,785 | 175 | 0.11% | 0.09% | 398 | +676 | 21.74% | Q3 2026 | Oct 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,808 | 175 | 0.02% | 0.02% | 396 | +22 | 0.58% | Q3 2026 | Oct 27, 2026 |
| Larson Financial Group LLC | History | No change | 3,378 | 175 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | Added to | 3,569 | 164 | 0.0% | 0.0% | 399 | +66 | 1.88% | Q3 2026 | Oct 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,971 | 154 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,974 | 136 | 0.0% | 0.0% | 401 | -117 | -3.79% | Q3 2026 | Oct 22, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 2,930 | 134 | 0.0% | 0.0% | 402 | -426 | -12.69% | Q3 2026 | Oct 28, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 2,255 | 117 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 2,434 | 111 | 0.01% | 0.01% | 404 | -488 | -16.7% | Q3 2026 | Oct 07, 2026 |
| Nykredit A/S | History | No change | 1,854 | 96 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,944 | 89 | 0.0% | 0.0% | 406 | -561 | -22.4% | Q3 2026 | Nov 04, 2026 |
| IFG Advisory, LLC | History | No change | 1,718 | 89 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,818 | 84 | 0.0% | 0.0% | 408 | +1,734 | 2064.29% | Q3 2026 | Oct 16, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,788 | 82 | 0.01% | 0.01% | 411 | +121 | 7.26% | Q3 2026 | Oct 26, 2026 |
| UMB Bank, n.a. | History | No change | 1,588 | 82 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,586 | 82 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,767 | 81 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Quarry LP | History | No change | 1,362 | 70 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,492 | 68 | 0.0% | 0.0% | 414 | +920 | 160.84% | Q3 2026 | Oct 27, 2026 |
| Miller Global Investments, LLC | History | New | 1,446 | 66 | 0.05% | — | 416 | +1,446 | New | Q3 2026 | Oct 02, 2026 |
| Pathway Financial Advisers, LLC | History | New | 1,439 | 66 | 0.02% | — | 415 | +1,439 | New | Q3 2026 | Oct 26, 2026 |
| STRS OHIO | History | Reduced | 1,411 | 64 | 0.0% | 0.0% | 417 | -755 | -34.86% | Q3 2026 | Oct 30, 2026 |
| Employees Retirement System of Texas | History | No change | 1,222 | 64 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Reduced | 1,334 | 61 | 0.0% | 0.02% | 419 | -1,584 | -54.28% | Q3 2026 | Oct 28, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,291 | 59 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Root Financial Partners, LLC | History | New | 1,276 | 58 | 0.0% | — | 421 | +1,276 | New | Q3 2026 | Oct 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,194 | 54 | 0.0% | 0.0% | 422 | -86 | -6.72% | Q3 2026 | Nov 03, 2026 |
| Essential Partners LLC | History | Reduced | 1,102 | 50 | 0.02% | 0.04% | 423 | -572 | -34.17% | Q3 2026 | Oct 14, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 952 | 49 | 0.03% | 0.03% | 424 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Clearstead Advisors, LLC | History | No change | 788 | 41 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quent Capital, LLC | History | No change | 793 | 41 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Transce3nd, LLC | History | New | 826 | 39 | 0.04% | — | 427 | +826 | New | Q3 2026 | Oct 26, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 807 | 37 | 0.02% | — | 428 | +807 | New | Q3 2026 | Nov 04, 2026 |
| True Wealth Design, LLC | History | Reduced | 797 | 36 | 0.01% | 0.01% | 429 | -72 | -8.29% | Q3 2026 | Oct 13, 2026 |
| ASSETMARK, INC | History | Added to | 742 | 34 | 0.0% | 0.0% | 431 | +42 | 6.0% | Q3 2026 | Oct 21, 2026 |
| Signature Equity Partners, LLC | History | Added to | 744 | 34 | 0.01% | 0.02% | 433 | +20 | 2.76% | Q3 2026 | Oct 29, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 670 | 34 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | No change | 744 | 34 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| CX Institutional | History | Added to | 727 | 33 | 0.0% | 0.0% | 434 | +7 | 0.97% | Q3 2026 | Oct 02, 2026 |
| Smartleaf Asset Management LLC | History | No change | 609 | 31 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 660 | 30 | 0.01% | 0.01% | 436 | +269 | 68.8% | Q3 2026 | Oct 07, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 610 | 28 | 0.0% | 0.0% | 437 | +16 | 2.69% | Q3 2026 | Oct 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 600 | 27 | 0.0% | 0.0% | 438 | -146 | -19.57% | Q3 2026 | Oct 16, 2026 |
| Investors Research Corp | History | No change | 600 | 27 | 0.0% | 0.01% | 439 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 571 | 26 | 0.0% | 0.0% | 440 | +6 | 1.06% | Q3 2026 | Oct 08, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 500 | 26 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Elyxium Wealth, LLC | History | New | 559 | 25 | 0.0% | — | 442 | +559 | New | Q3 2026 | Oct 27, 2026 |
| Private Wealth Management Group, LLC | History | New | 535 | 24 | 0.01% | — | 444 | +535 | New | Q3 2026 | Oct 19, 2026 |
| BESSEMER GROUP INC | History | No change | 471 | 24 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 415 | 21 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 408 | 21 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 458 | 21 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 455 | 20 | 0.0% | 0.0% | 448 | +34 | 8.08% | Q3 2026 | Oct 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 400 | 20 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 381 | 19 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Team Financial Group, LLC | History | New | 394 | 18 | 0.01% | — | 452 | +394 | New | Q3 2026 | Oct 30, 2026 |
| Key FInancial Inc | History | No change | 410 | 18 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 369 | 16 | 0.0% | 0.0% | 453 | -5 | -1.34% | Q3 2026 | Oct 13, 2026 |
| Aviso Financial Inc. | History | No change | 314 | 16 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 310 | 16 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Downshift Financial, LLC | History | Added to | 342 | 15 | 0.01% | 0.0% | 458 | +158 | 85.87% | Q3 2026 | Oct 13, 2026 |
| Fortitude Family Office, LLC | History | Added to | 330 | 15 | 0.0% | 0.0% | 456 | +145 | 78.38% | Q3 2026 | Oct 14, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 341 | 15 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Blue Trust, Inc. | History | Added to | 298 | 13 | 0.0% | 0.0% | 459 | +71 | 31.28% | Q3 2026 | Oct 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 273 | 12 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| CVA Family Office, LLC | History | No change | 214 | 11 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Persistent Asset Partners Ltd | History | No change | 228 | 11 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WPG Advisers, LLC | History | No change | 246 | 11 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Clark Wealth Partners | History | No change | 261 | 11 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| GoalVest Advisory LLC | History | New | 220 | 10 | 0.0% | — | 468 | +220 | New | Q3 2026 | Oct 02, 2026 |
| Inspire Investing, LLC | History | Reduced | 222 | 10 | 0.0% | 0.0% | 466 | -12 | -5.13% | Q3 2026 | Oct 22, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 228 | 10 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Rossby Financial, LCC | History | No change | 193 | 10 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nova Financial LLC | History | New | 200 | 9 | 0.0% | — | 472 | +200 | New | Q3 2026 | Nov 04, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 186 | 9 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | No change | 211 | 9 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 180 | 9 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 168 | 8 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 171 | 8 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| John Boyer, Inc. | History | New | 160 | 7 | 0.01% | — | 476 | +160 | New | Q3 2026 | Oct 27, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 142 | 7 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 139 | 6 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Valued Wealth Advisors LLC | History | No change | 121 | 6 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LRI Investments, LLC | History | No change | 131 | 6 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 5 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 130 | 5 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Bogart Wealth, LLC | History | No change | 102 | 5 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 110 | 5 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Optiver Holding B.V. | History | No change | 109 | 5 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 113 | 5 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 104 | 5 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 97 | 4 | 0.0% | — | 489 | +97 | New | Q3 2026 | Oct 16, 2026 |
| GK Wealth Management LLC | History | New | 95 | 4 | 0.0% | — | 488 | +95 | New | Q3 2026 | Oct 09, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 98 | 4 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 76 | 3 | 0.0% | — | 494 | +76 | New | Q3 2026 | Oct 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 83 | 3 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Lodestone Wealth Management LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Colonial Trust Co / SC | History | No change | 58 | 3 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Millstone Evans Group, LLC | History | No change | 58 | 3 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| City State Bank | History | New | 56 | 2 | 0.0% | — | 502 | +56 | New | Q3 2026 | Oct 20, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 48 | 2 | 0.0% | — | 501 | +48 | New | Q3 2026 | Oct 27, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 65 | 2 | 0.0% | 0.0% | 499 | +23 | 54.76% | Q3 2026 | Oct 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 47 | 2 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Bell Investment Advisors, Inc | History | No change | 56 | 2 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Kilter Group LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cromwell Holdings LLC | History | Added to | 36 | 1 | 0.0% | — | 509 | +21 | 140.0% | Q3 2026 | Oct 28, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 24 | 1 | 0.0% | 0.0% | 506 | +2 | 9.09% | Q3 2026 | Nov 03, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 35 | 1 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| SouthState Bank Corp | History | No change | 26 | 1 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Westside Investment Management, Inc. | History | No change | 40 | 1 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avion Wealth | History | No change | 39 | 1 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 24 | 1 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| JPL Wealth Management, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| James T. Borello RIA | History | No change | 28 | 1 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BFC Planning, Inc. | History | No change | 35 | 1 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Ballast Asset Management, LP | History | Closed out | 0 | 0 | — | 1.49% | — | -71,665 | -100.0% | Q3 2026 | Nov 04, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -69,648 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Burford Brothers, Inc. | History | Closed out | 0 | 0 | — | 0.38% | — | -19,624 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Davis Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -13,392 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,382 | -100.0% | Q3 2026 | Oct 26, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,518 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,516 | -100.0% | Q3 2026 | Oct 20, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -4,942 | -100.0% | Q3 2026 | Oct 26, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.0% | — | -4,401 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Parcion Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,148 | -100.0% | Q3 2026 | Oct 28, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,880 | -100.0% | Q3 2026 | Oct 28, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,875 | -100.0% | Q3 2026 | Oct 08, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,128 | -100.0% | Q3 2026 | Nov 04, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -778 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -505 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Axiom Investment Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2026 | Oct 20, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 15 | 0 | — | — | — | +14 | 1400.0% | Q3 2026 | Oct 21, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 17 | 0 | — | — | — | +7 | 70.0% | Q3 2026 | Nov 05, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2026 | Oct 27, 2026 |
| MASECO LLP | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 27, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Manchester Capital Management LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 22, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q3 2026 | Oct 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caitlin John, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Westfuller Advisors, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Synergy Investment Management, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HFM Investment Advisors, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Torren Management, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Cornerstone Financial Management LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Planning Strategies Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |