PENSKE AUTOMOTIVE GROUP, INC. - PAG
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 | 2,333,144 | 417,516 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,642,363 | 293,900 | 0.16% | 0.16% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,437,288 | 287,951 | 0.05% | 0.05% | 3 | -210,793 | -12.79% | Q3 2026 | Nov 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 825,389 | 147,703 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 796,548 | 142,542 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 764,299 | 136,771 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 678,533 | 121,423 | 0.22% | 0.22% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 631,653 | 113,034 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 625,209 | 111,881 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| MORGAN STANLEY | History | No change | 584,751 | 104,641 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 456,043 | 81,608 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 441,829 | 79,065 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 394,387 | 70,575 | 0.63% | 0.63% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 385,752 | 69,030 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 378,997 | 67,821 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 355,157 | 63,570 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bahl & Gaynor LLC | History | Added to | 276,550 | 55,404 | 0.26% | 0.22% | 17 | +11,751 | 4.44% | Q3 2026 | Nov 05, 2026 |
| UBS Group AG | History | No change | 245,492 | 43,930 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 241,287 | 43,178 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 200,575 | 35,892 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRUNI J V & CO /CO | History | No change | 171,994 | 30,778 | 2.81% | 2.81% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 168,776 | 30,202 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 152,615 | 27,310 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 148,914 | 26,648 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J. Goldman & Co LP | History | No change | 147,779 | 26,445 | 0.68% | 0.68% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 139,992 | 25,051 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 139,067 | 24,886 | 0.28% | 0.28% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 122,143 | 24,470 | 0.67% | 0.8% | 28 | -48,354 | -28.36% | Q3 2026 | Nov 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 116,580 | 21,143 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 117,983 | 21,113 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 114,728 | 20,530 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 111,940 | 20,031 | 0.05% | 0.05% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 95,864 | 17,154 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 84,000 | 15,031 | 0.1% | 0.1% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 78,666 | 14,077 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 67,106 | 12,008 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 66,000 | 11,810 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 64,163 | 11,482 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PDT Partners, LLC | History | No change | 64,010 | 11,454 | 0.6% | 0.6% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 63,226 | 11,314 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 62,533 | 11,190 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 56,805 | 10,165 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 51,935 | 9,293 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 51,700 | 9,251 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 49,767 | 8,905 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 48,347 | 8,651 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 48,060 | 8,600 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 47,841 | 8,561 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 40,730 | 8,159 | 0.0% | 0.0% | 49 | -1,074 | -2.57% | Q3 2026 | Nov 02, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | No change | 41,166 | 7,366 | 0.08% | 0.08% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 40,983 | 7,333 | 0.12% | 0.12% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 40,643 | 7,272 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Calydon Capital | History | No change | 39,620 | 7,089 | 1.04% | 1.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 36,300 | 6,495 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 31,140 | 5,572 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Applied Capital LLC/FL | History | Reduced | 27,312 | 5,471 | 2.17% | 2.01% | 56 | -320 | -1.16% | Q3 2026 | Oct 07, 2026 |
| Nilsine Partners, LLC | History | Reduced | 27,017 | 5,412 | 0.38% | 0.34% | 57 | -638 | -2.31% | Q3 2026 | Nov 02, 2026 |
| Nuveen, LLC | History | No change | 29,029 | 5,194 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 27,068 | 4,843 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 26,538 | 4,748 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ilex Capital Partners (UK) LLP | History | No change | 26,373 | 4,719 | 0.1% | 0.1% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 25,563 | 4,574 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 22,462 | 4,500 | 0.16% | 0.15% | 63 | -123 | -0.54% | Q3 2026 | Oct 21, 2026 |
| Creative Planning | History | Added to | 21,542 | 4,315 | 0.0% | 0.0% | 64 | +3,813 | 21.51% | Q3 2026 | Nov 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 22,780 | 4,076 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 20,551 | 3,677 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Retirement Systems of Alabama | History | Reduced | 18,286 | 3,663 | 0.01% | 0.01% | 67 | -755 | -3.97% | Q3 2026 | Nov 04, 2026 |
| SEI INVESTMENTS CO | History | No change | 20,259 | 3,626 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 17,571 | 3,520 | 0.01% | 0.01% | 69 | -5,059 | -22.36% | Q3 2026 | Oct 20, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 16,896 | 3,384 | 0.01% | 0.0% | 70 | +1,511 | 9.82% | Q3 2026 | Oct 28, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 16,815 | 3,368 | 0.43% | 0.38% | 71 | +444 | 2.71% | Q3 2026 | Oct 28, 2026 |
| ALPS ADVISORS INC | History | Reduced | 16,521 | 3,309 | 0.02% | 0.02% | 72 | -13,076 | -44.18% | Q3 2026 | Nov 02, 2026 |
| CITIGROUP INC | History | Reduced | 16,036 | 3,212 | 0.0% | 0.01% | 73 | -109,569 | -87.23% | Q3 2026 | Nov 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 21,237 | 3,175 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | No change | 17,757 | 3,171 | 0.22% | 0.22% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 17,400 | 3,113 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 17,345 | 3,104 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 16,861 | 3,017 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 15,916 | 2,848 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LONDON CO OF VIRGINIA | History | No change | 15,816 | 2,830 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 14,943 | 2,676 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 14,735 | 2,636 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| AGF MANAGEMENT LTD | History | New | 13,032 | 2,610 | 0.01% | — | 83 | +13,032 | New | Q3 2026 | Nov 03, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 12,938 | 2,591 | 0.04% | 0.04% | 84 | -2 | -0.02% | Q3 2026 | Nov 04, 2026 |
| HRT FINANCIAL LP | History | No change | 14,478 | 2,590 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 14,221 | 2,544 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantbot Technologies LP | History | No change | 14,020 | 2,508 | 0.1% | 0.1% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jump Financial, LLC | History | No change | 12,958 | 2,318 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 12,940 | 2,315 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | No change | 12,524 | 2,241 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 12,220 | 2,186 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 12,054 | 2,157 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Significant Wealth Partners LLC | History | No change | 12,032 | 2,153 | 2.33% | 2.33% | 93 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 11,569 | 2,070 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 11,512 | 2,060 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beau Ventures, LLc | History | No change | 10,000 | 2,003 | 0.19% | 0.19% | 96 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SummitTX Capital, L.P. | History | No change | 11,061 | 1,979 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 10,942 | 1,958 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 10,935 | 1,956 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 10,527 | 1,883 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Chip Partners, LLC | History | No change | 10,497 | 1,878 | 0.12% | 0.12% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Added to | 9,015 | 1,806 | 0.02% | 0.01% | 102 | +2,976 | 49.28% | Q3 2026 | Nov 03, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,410 | 1,785 | 0.03% | 0.04% | 103 | +35 | 0.42% | Q3 2026 | Oct 26, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 9,769 | 1,748 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 9,156 | 1,638 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 9,058 | 1,620 | 0.07% | 0.07% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Added to | 7,966 | 1,596 | 0.04% | 0.04% | 107 | +530 | 7.13% | Q3 2026 | Oct 02, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,911 | 1,585 | 0.01% | 0.01% | 108 | -204 | -2.51% | Q3 2026 | Oct 23, 2026 |
| MetLife Investment Management, LLC | History | No change | 8,851 | 1,583 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,700 | 1,556 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 8,575 | 1,534 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Jupiter Topco LLC | History | No change | 8,472 | 1,517 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 8,408 | 1,504 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fruth Investment Management | History | No change | 7,500 | 1,502 | 0.37% | 0.32% | 114 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 7,458 | 1,494 | 0.04% | 0.03% | 115 | +1,032 | 16.06% | Q3 2026 | Oct 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,234 | 1,473 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ALLSTATE CORP | History | No change | 8,136 | 1,455 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 7,250 | 1,452 | 0.12% | 0.1% | 118 | +200 | 2.84% | Q3 2026 | Oct 19, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 7,219 | 1,446 | 0.0% | 0.0% | 119 | +6,973 | 2834.55% | Q3 2026 | Nov 04, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 7,222 | 1,446 | 0.44% | 0.45% | 120 | -983 | -11.98% | Q3 2026 | Oct 19, 2026 |
| Kendall Capital Management | History | Reduced | 7,162 | 1,434 | 0.24% | 0.22% | 121 | -118 | -1.62% | Q3 2026 | Oct 23, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 8,006 | 1,432 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 7,024 | 1,407 | 0.01% | 0.01% | 123 | -1,183 | -14.41% | Q3 2026 | Oct 23, 2026 |
| Summit Trail Advisors, LLC | History | No change | 7,712 | 1,380 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,884 | 1,363 | 0.0% | 0.0% | 125 | +675 | 10.87% | Q3 2026 | Oct 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 7,600 | 1,360 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | No change | 7,522 | 1,346 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 6,674 | 1,336 | 0.0% | 0.0% | 128 | +4,126 | 161.93% | Q3 2026 | Nov 02, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 7,412 | 1,326 | 0.07% | 0.07% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DENALI ADVISORS LLC | History | No change | 7,381 | 1,320 | 0.13% | 0.13% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cerity Partners LLC | History | No change | 7,318 | 1,309 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,266 | 1,300 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 6,461 | 1,294 | 0.01% | 0.01% | 133 | -367 | -5.37% | Q3 2026 | Oct 23, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 7,219 | 1,291 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 7,197 | 1,287 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 7,190 | 1,286 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 6,409 | 1,283 | 0.01% | 0.03% | 137 | -6,735 | -51.24% | Q3 2026 | Nov 05, 2026 |
| Cetera Investment Advisers | History | No change | 7,167 | 1,282 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 7,132 | 1,276 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 7,113 | 1,272 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 7,020 | 1,256 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 6,702 | 1,188 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 6,566 | 1,174 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestcor Inc | History | No change | 6,451 | 1,154 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 6,356 | 1,137 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Investing, LLC | History | Added to | 5,597 | 1,121 | 0.05% | 0.03% | 146 | +1,784 | 46.79% | Q3 2026 | Oct 22, 2026 |
| Everstar Asset Management, LLC | History | No change | 6,192 | 1,108 | 0.53% | 0.53% | 147 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 5,416 | 1,085 | 0.0% | — | 148 | +5,416 | New | Q3 2026 | Nov 05, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | New | 5,400 | 1,081 | 0.03% | — | 149 | +5,400 | New | Q3 2026 | Oct 26, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,016 | 1,077 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Basepoint Wealth LLC | History | No change | 6,014 | 1,076 | 0.62% | 0.62% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 5,300 | 1,061 | 0.02% | 0.01% | 152 | -100 | -1.85% | Q3 2026 | Oct 20, 2026 |
| DIAMANT ASSET MANAGEMENT, INC. | History | No change | 5,915 | 1,058 | 0.72% | 0.72% | 153 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 5,896 | 1,055 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 5,899 | 1,055 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 5,838 | 1,044 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arizona State Retirement System | History | Added to | 5,093 | 1,020 | 0.01% | 0.0% | 157 | +104 | 2.08% | Q3 2026 | Nov 03, 2026 |
| Miller Capital Partners, Inc. | History | No change | 5,679 | 1,016 | 0.4% | 0.4% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 5,051 | 1,011 | 0.01% | 0.01% | 159 | -451 | -8.2% | Q3 2026 | Oct 22, 2026 |
| SG Americas Securities, LLC | History | No change | 5,587 | 1,000 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 4,882 | 978 | 0.0% | 0.0% | 161 | -279 | -5.41% | Q3 2026 | Oct 22, 2026 |
| Tidal Investments LLC | History | No change | 5,333 | 954 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,284 | 945 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 5,033 | 900 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 4,965 | 888 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frec Markets, Inc. | History | No change | 4,947 | 885 | 0.08% | 0.08% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,941 | 884 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 4,909 | 878 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ANCHYRA PARTNERS LLC | History | Reduced | 4,370 | 875 | 0.18% | 0.19% | 169 | -51 | -1.15% | Q3 2026 | Oct 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 4,232 | 847 | 0.0% | 0.0% | 170 | -175 | -3.97% | Q3 2026 | Nov 03, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 4,200 | 841 | 0.0% | 0.0% | 171 | -100 | -2.33% | Q3 2026 | Oct 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,684 | 838 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,170 | 835 | 0.0% | 0.0% | 173 | -267 | -6.02% | Q3 2026 | Nov 02, 2026 |
| AXQ CAPITAL, LP | History | No change | 4,587 | 820 | 0.09% | 0.09% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CROBAN | History | No change | 4,566 | 817 | 0.36% | 0.36% | 175 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pathstone Holdings, LLC | History | No change | 4,504 | 805 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 4,000 | 801 | 0.2% | 0.18% | 177 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Venture Visionary Partners LLC | History | No change | 4,000 | 801 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Man Group plc | History | No change | 4,459 | 797 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,400 | 787 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,838 | 768 | 0.0% | 0.0% | 181 | +341 | 9.75% | Q3 2026 | Oct 30, 2026 |
| Verition Fund Management LLC | History | No change | 4,204 | 752 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 4,149 | 742 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 4,141 | 741 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 3,678 | 736 | 0.01% | 0.01% | 185 | -100 | -2.65% | Q3 2026 | Oct 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 4,088 | 732 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 4,000 | 716 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 3,851 | 689 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 3,418 | 684 | 0.03% | 0.02% | 189 | +701 | 25.8% | Q3 2026 | Oct 26, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,803 | 680 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 3,786 | 677 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 3,697 | 661 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,470 | 620 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 3,417 | 611 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,380 | 604 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | No change | 3,362 | 603 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 3,310 | 592 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 2,933 | 587 | 0.01% | — | 198 | +2,933 | New | Q3 2026 | Oct 16, 2026 |
| Private Advisor Group, LLC | History | No change | 3,199 | 572 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 2,804 | 561 | 0.0% | 0.0% | 200 | +67 | 2.45% | Q3 2026 | Nov 03, 2026 |
| Savant Capital, LLC | History | No change | 3,357 | 558 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,101 | 554 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,081 | 551 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacer Advisors, Inc. | History | No change | 2,957 | 529 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,813 | 503 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 2,315 | 463 | 0.0% | 0.0% | 206 | +94 | 4.23% | Q3 2026 | Nov 04, 2026 |
| Lido Advisors, LLC | History | Added to | 2,272 | 455 | 0.0% | 0.0% | 207 | +415 | 22.35% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,272 | 455 | 0.0% | 0.0% | 208 | +90 | 4.12% | Q3 2026 | Oct 08, 2026 |
| M&T BANK CORP | History | No change | 2,484 | 444 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,485 | 444 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 2,430 | 434 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 2,421 | 433 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| T3 Companies, LLC | History | New | 2,131 | 426 | 0.41% | — | 214 | +2,131 | New | Q3 2026 | Oct 22, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 2,404 | 426 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Reduced | 2,126 | 425 | 0.0% | 0.0% | 215 | -103 | -4.62% | Q3 2026 | Nov 03, 2026 |
| CIBC Asset Management Inc | History | No change | 2,034 | 407 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 2,240 | 400 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,230 | 399 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 1,990 | 398 | 0.04% | — | 219 | +1,990 | New | Q3 2026 | Nov 05, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 2,223 | 397 | 0.04% | 0.04% | 220 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rafferty Asset Management, LLC | History | No change | 2,200 | 393 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 1,956 | 391 | 0.21% | 0.92% | 222 | -7,401 | -79.1% | Q3 2026 | Nov 03, 2026 |
| BROWN ADVISORY INC | History | No change | 2,179 | 389 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 2,110 | 377 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,877 | 376 | 0.0% | 0.0% | 225 | +45 | 2.46% | Q3 2026 | Oct 23, 2026 |
| Covestor Ltd | History | Added to | 1,826 | 366 | 0.23% | 0.0% | 226 | +1,791 | 5117.14% | Q3 2026 | Oct 30, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 2,038 | 364 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Callan Family Office, LLC | History | No change | 1,914 | 342 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SYON CAPITAL LLC | History | No change | 1,895 | 339 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,896 | 339 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 1,682 | 336 | 0.0% | 0.0% | 231 | -122 | -6.76% | Q3 2026 | Oct 15, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | Reduced | 1,670 | 335 | 0.16% | 0.14% | 232 | -60 | -3.47% | Q3 2026 | Oct 16, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 1,860 | 332 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HBK Sorce Advisory LLC | History | No change | 1,537 | 331 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 1,843 | 329 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,794 | 321 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,789 | 320 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investors Research Corp | History | No change | 1,575 | 315 | 0.06% | 0.05% | 238 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | No change | 1,760 | 314 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 1,751 | 313 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 1,548 | 310 | 0.0% | 0.0% | 241 | +17 | 1.11% | Q3 2026 | Oct 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,734 | 310 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Merit Financial Group, LLC | History | No change | 1,705 | 305 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 1,500 | 300 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Vident Advisory, LLC | History | No change | 1,661 | 297 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 1,467 | 293 | 0.05% | 0.05% | 246 | -1 | -0.07% | Q3 2026 | Oct 09, 2026 |
| Apollon Wealth Management, LLC | History | No change | 1,460 | 292 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Severin Investments, LLC | History | No change | 1,576 | 282 | 0.21% | 0.21% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | New | 1,324 | 276 | 0.01% | — | 249 | +1,324 | New | Q3 2026 | Nov 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,399 | 273 | 0.01% | 0.01% | 250 | -2 | -0.14% | Q3 2026 | Oct 20, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 1,358 | 272 | 0.01% | 0.51% | 253 | -102,291 | -98.69% | Q3 2026 | Oct 22, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 1,347 | 272 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,520 | 272 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abel Hall, LLC | History | Added to | 1,331 | 266 | 0.05% | 0.04% | 254 | +9 | 0.68% | Q3 2026 | Oct 19, 2026 |
| FEDERATED HERMES, INC. | History | No change | 1,422 | 254 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brevan Howard Capital Management LP | History | No change | 1,394 | 249 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 1,351 | 241 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | Reduced | 1,200 | 240 | 0.0% | 0.0% | 260 | -4,912 | -80.37% | Q3 2026 | Nov 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 1,200 | 240 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 1,200 | 240 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,331 | 238 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 1,161 | 232 | 0.0% | 0.0% | 262 | -251 | -17.78% | Q3 2026 | Oct 29, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 1,288 | 230 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | No change | 1,273 | 227 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Empowered Funds, LLC | History | No change | 1,259 | 225 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sagewood Asset Management LP | History | No change | 1,247 | 223 | 0.05% | 0.05% | 266 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,238 | 221 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Uncommon Cents Investing Inc | History | New | 1,100 | 220 | 0.05% | — | 268 | +1,100 | New | Q3 2026 | Oct 20, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 1,090 | 218 | 0.0% | — | 270 | +1,090 | New | Q3 2026 | Oct 21, 2026 |
| Red Door Wealth Management, LLC | History | No change | 1,219 | 218 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 1,088 | 217 | 0.0% | — | 272 | +1,088 | New | Q3 2026 | Nov 03, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 1,215 | 217 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fragasso Financial Advisors Inc | History | New | 1,079 | 211 | 0.01% | — | 273 | +1,079 | New | Q3 2026 | Oct 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,179 | 210 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,039 | 208 | 0.0% | — | 275 | +1,039 | New | Q3 2026 | Nov 02, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 1,142 | 204 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nemes Rush Group LLC | History | No change | 1,011 | 202 | 0.02% | 0.01% | 277 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| COURIER CAPITAL LLC | History | New | 1,000 | 200 | 0.01% | — | 278 | +1,000 | New | Q3 2026 | Oct 19, 2026 |
| BKM Wealth Management, LLC | History | New | 1,000 | 200 | 0.06% | — | 280 | +1,000 | New | Q3 2026 | Oct 22, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 999 | 200 | 0.02% | — | 279 | +999 | New | Q3 2026 | Oct 29, 2026 |
| STRS OHIO | History | Added to | 837 | 167 | 0.0% | 0.0% | 281 | +133 | 18.89% | Q3 2026 | Oct 30, 2026 |
| BFSG, LLC | History | Reduced | 775 | 155 | 0.01% | 0.02% | 283 | -246 | -24.09% | Q3 2026 | Oct 30, 2026 |
| BESSEMER GROUP INC | History | No change | 865 | 155 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 776 | 141 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 722 | 129 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 629 | 126 | 0.0% | 0.0% | 286 | +200 | 46.62% | Q3 2026 | Oct 08, 2026 |
| KBC Group NV | History | No change | 598 | 120 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Fulcrum Asset Management LLP | History | New | 568 | 114 | 0.01% | — | 288 | +568 | New | Q3 2026 | Nov 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 560 | 112 | 0.0% | 0.0% | 289 | +28 | 5.26% | Q3 2026 | Nov 03, 2026 |
| Sterling Capital Management LLC | History | Reduced | 509 | 101 | 0.0% | 0.0% | 290 | -22 | -4.14% | Q3 2026 | Oct 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 552 | 98 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pflug Koory, LLC | History | No change | 490 | 98 | 0.04% | 0.03% | 292 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 476 | 95 | 0.01% | 0.0% | 293 | +231 | 94.29% | Q3 2026 | Oct 27, 2026 |
| BFC Planning, Inc. | History | No change | 515 | 92 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 455 | 91 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 509 | 91 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ancora Advisors LLC | History | No change | 500 | 89 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | No change | 488 | 87 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 465 | 83 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 386 | 78 | 0.0% | 0.0% | 300 | +189 | 95.94% | Q3 2026 | Nov 04, 2026 |
| WHITTIER TRUST CO | History | No change | 400 | 73 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 325 | 65 | 0.05% | 0.05% | 302 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| IFG Advisory, LLC | History | No change | 355 | 63 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 287 | 57 | 0.0% | 0.0% | 304 | +8 | 2.87% | Q3 2026 | Oct 01, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 276 | 55 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 297 | 53 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 296 | 52 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Core Capital Management & Research, inc. | History | No change | 241 | 52 | 0.03% | 0.03% | 308 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 263 | 48 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 260 | 46 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 222 | 44 | 0.0% | — | 311 | +222 | New | Q3 2026 | Oct 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 238 | 42 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BIRCHBROOK, INC. | History | No change | 211 | 42 | 0.02% | 0.02% | 313 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| FIRST HORIZON CORP | History | No change | 201 | 40 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 193 | 38 | 0.0% | 0.0% | 315 | -13 | -6.31% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 189 | 37 | 0.0% | 0.01% | 316 | -1,500 | -88.81% | Q3 2026 | Oct 16, 2026 |
| HURRICANE CAPITAL ADVISORS LLC | History | No change | 200 | 35 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Nov 03, 2026 |
| Essential Partners LLC | History | Reduced | 174 | 34 | 0.02% | 0.02% | 318 | -15 | -7.94% | Q3 2026 | Oct 14, 2026 |
| CVA Family Office, LLC | History | No change | 152 | 27 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blue Trust, Inc. | History | Reduced | 133 | 26 | 0.0% | 0.0% | 321 | -466 | -77.8% | Q3 2026 | Oct 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 149 | 26 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 116 | 23 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Ashurst Perkins Coie Trust Co | History | No change | 112 | 22 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| MATHER GROUP, LLC. | History | Added to | 108 | 21 | 0.0% | 0.0% | 324 | +19 | 21.35% | Q3 2026 | Oct 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 119 | 21 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| William Mack & Associates, Inc. | History | New | 101 | 20 | 0.01% | — | 327 | +101 | New | Q3 2026 | Oct 27, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 100 | 20 | 0.01% | 0.0% | 326 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 99 | 19 | 0.0% | 0.0% | 328 | -24 | -19.51% | Q3 2026 | Oct 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 106 | 18 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 100 | 17 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| ASSETMARK, INC | History | No change | 87 | 17 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 100 | 17 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 100 | 17 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Roxbury Financial LLC | History | No change | 85 | 17 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 97 | 17 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 85 | 17 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 80 | 16 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| NFSG Corp | History | Reduced | 79 | 15 | 0.0% | 0.0% | 339 | -24 | -23.3% | Q3 2026 | Oct 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 86 | 15 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 73 | 14 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 71 | 14 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Fortitude Family Office, LLC | History | No change | 70 | 14 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 69 | 13 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 60 | 12 | 0.0% | 0.0% | 344 | +2 | 3.45% | Q3 2026 | Oct 27, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 71 | 12 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Elyxium Wealth, LLC | History | New | 58 | 11 | 0.0% | — | 347 | +58 | New | Q3 2026 | Oct 27, 2026 |
| North Star Investment Management Corp. | History | No change | 58 | 11 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Manchester Capital Management LLC | History | Added to | 54 | 10 | 0.0% | 0.0% | 348 | +1 | 1.89% | Q3 2026 | Oct 22, 2026 |
| Princeton Global Asset Management LLC | History | No change | 50 | 10 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 57 | 10 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 55 | 9 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 53 | 9 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quarry LP | History | No change | 52 | 9 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 54 | 9 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WPG Advisers, LLC | History | No change | 41 | 8 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 46 | 8 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 36 | 7 | 0.0% | 0.0% | 359 | -6 | -14.29% | Q3 2026 | Oct 30, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 40 | 7 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 45 | 7 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prudent Man Investment Management, Inc. | History | New | 32 | 6 | 0.0% | — | 361 | +32 | New | Q3 2026 | Nov 02, 2026 |
| Torren Management, LLC | History | No change | 33 | 6 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 32 | 5 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bell Investment Advisors, Inc | History | No change | 29 | 5 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Sachetta, LLC | History | No change | 31 | 5 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Marquette Asset Management, LLC | History | No change | 20 | 4 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Clearstead Trust, LLC | History | No change | 27 | 4 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 26 | 4 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| High Note Wealth, LLC | History | No change | 21 | 4 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Bare Financial Services, Inc | History | No change | 22 | 4 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| True Wealth Design, LLC | History | Added to | 17 | 3 | 0.0% | 0.0% | 375 | +10 | 142.86% | Q3 2026 | Oct 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 15 | 3 | 0.0% | 0.0% | 371 | -1 | -6.25% | Q3 2026 | Oct 22, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 15 | 3 | 0.0% | 0.0% | 372 | +1 | 7.14% | Q3 2026 | Nov 03, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 19 | 3 | 0.0% | 0.0% | 374 | +1 | 5.56% | Q3 2026 | Oct 27, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 20 | 3 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SJS Investment Consulting Inc. | History | No change | 16 | 3 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 15 | 3 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Rialto Wealth Management, LLC | History | No change | 17 | 3 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 12 | 2 | 0.0% | — | 380 | +12 | New | Q3 2026 | Nov 03, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 11 | 2 | 0.0% | 0.0% | 378 | +4 | 57.14% | Q3 2026 | Oct 07, 2026 |
| Cornerstone Financial Management LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Burk Holdings LLC | History | New | 9 | 1 | 0.0% | — | 395 | +9 | New | Q3 2026 | Nov 04, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 6 | 1 | 0.0% | — | 394 | +6 | New | Q3 2026 | Oct 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 5 | 1 | 0.0% | — | 393 | +5 | New | Q3 2026 | Oct 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 11 | 1 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | No change | 10 | 1 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 6 | 1 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 6 | 1 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Grove Bank & Trust | History | No change | 5 | 1 | 0.0% | — | 386 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 7 | 1 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 11 | 1 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPL Wealth Management, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 10 | 1 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HFM Investment Advisors, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| James T. Borello RIA | History | No change | 9 | 1 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Hamlin Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -129,925 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Vise Technologies, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,907 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Argos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,347 | -100.0% | Q3 2026 | Nov 02, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Closed out | 0 | 0 | — | 0.0% | — | -1,250 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.04% | — | -550 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Guardian Partners Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -422 | -100.0% | Q3 2026 | Oct 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -179 | -100.0% | Q3 2026 | Nov 02, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Bullseye Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -100 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Cranbrook Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2026 | Oct 28, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Ares Financial Consulting, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Breakwater Investment Management | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 20, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Nov 03, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 21, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 15, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 21, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 02, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 15, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| S&T BANK/PA | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Trust Co | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| DecisionPoint Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Mosley Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| LRI Investments, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Seneschal Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Planning Strategies Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |