PATRICK INDUSTRIES INC - PATK
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| 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 | 5,003,334 | 449,199 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 4,312,882 | 387,210 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 1,623,974 | 145,800 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,427,875 | 128,194 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Research Global Investors | History | No change | 1,401,767 | 125,850 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital World Investors | History | No change | 1,319,956 | 118,505 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 1,285,188 | 115,414 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,648,160 | 111,716 | 0.02% | 0.02% | 8 | +154,733 | 10.36% | Q3 2026 | Nov 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 863,601 | 77,547 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 829,389 | 74,462 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 725,530 | 65,138 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 584,285 | 54,581 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 582,841 | 52,327 | 0.34% | 0.34% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 558,064 | 50,102 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 541,840 | 48,646 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 511,853 | 45,954 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 503,844 | 45,235 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 470,159 | 42,210 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Channing Capital Management, LLC | History | New | 619,515 | 41,990 | 1.1% | — | 19 | +619,515 | New | Q3 2026 | Nov 02, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 452,038 | 40,585 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 440,325 | 39,532 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 420,255 | 37,730 | 0.05% | 0.05% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 417,459 | 37,479 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 367,939 | 33,033 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 341,345 | 30,645 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 335,795 | 30,148 | 0.24% | 0.24% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 302,587 | 27,166 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 285,316 | 25,615 | 0.45% | 0.45% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 258,555 | 23,213 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lodge Hill Capital, LLC | History | No change | 254,200 | 22,822 | 3.83% | 3.83% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 223,912 | 20,102 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 216,145 | 19,405 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiera Capital Corp | History | No change | 215,130 | 19,314 | 0.07% | 0.07% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 191,921 | 17,230 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 191,157 | 17,162 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 189,658 | 17,027 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 161,857 | 14,531 | 0.17% | 0.17% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | History | No change | 156,000 | 14,005 | 0.52% | 0.52% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | History | No change | 155,036 | 13,919 | 14.36% | 14.36% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 202,196 | 13,704 | 0.09% | 0.09% | 40 | +35,679 | 21.43% | Q3 2026 | Oct 06, 2026 |
| Watchtower Advisors, LP | History | No change | 150,000 | 13,467 | 7.5% | 7.5% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 148,083 | 13,294 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 143,423 | 12,876 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 142,154 | 12,763 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 129,702 | 11,644 | 0.38% | 0.38% | 45 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NOMURA HOLDINGS INC | History | No change | 126,581 | 11,364 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 154,389 | 10,464 | 0.01% | 0.01% | 47 | -26,756 | -14.77% | Q3 2026 | Nov 02, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 151,088 | 10,240 | 0.33% | 0.46% | 48 | -9,401 | -5.86% | Q3 2026 | Oct 05, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 112,967 | 10,142 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1ST SOURCE BANK | History | No change | 105,650 | 9,485 | 0.43% | 0.43% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GENDELL JEFFREY L | History | No change | 105,088 | 9,434 | 0.08% | 0.08% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Turtle Creek Asset Management Inc. | History | No change | 101,850 | 9,144 | 0.36% | 0.36% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 100,255 | 9,004 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 97,980 | 8,796 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MAIRS & POWER INC | History | No change | 94,824 | 8,513 | 0.08% | 0.08% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIL Ltd | History | No change | 93,584 | 8,401 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 92,703 | 8,322 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 82,608 | 7,416 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RHUMBLINE ADVISERS | History | No change | 81,458 | 7,314 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 81,263 | 7,295 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 106,400 | 7,212 | 0.03% | 0.04% | 61 | +25,100 | 30.87% | Q3 2026 | Nov 02, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 78,111 | 7,013 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 100,068 | 6,782 | 0.62% | 0.77% | 63 | -4,412 | -4.22% | Q3 2026 | Oct 28, 2026 |
| Aberdeen Group plc | History | No change | 74,963 | 6,730 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Nuveen, LLC | History | No change | 74,274 | 6,668 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 68,897 | 6,185 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 65,793 | 5,906 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | No change | 65,556 | 5,885 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 63,112 | 5,666 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| De Lisle Partners LLP | History | No change | 61,982 | 5,560 | 0.61% | 0.61% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 78,964 | 5,352 | 0.79% | 0.98% | 71 | -3,996 | -4.82% | Q3 2026 | Oct 19, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 54,991 | 4,937 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 53,160 | 4,772 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 53,056 | 4,763 | 0.18% | 0.18% | 74 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Russell Investments Group, Ltd. | History | No change | 51,248 | 4,601 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 50,033 | 4,493 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hodges Capital Management Inc. | History | No change | 48,650 | 4,367 | 0.29% | 0.29% | 77 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 39,303 | 4,365 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | No change | 48,300 | 4,336 | 0.27% | 0.27% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 46,378 | 4,163 | 0.28% | 0.28% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 46,185 | 4,146 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 52,648 | 3,568 | 0.4% | 0.53% | 82 | +3 | 0.01% | Q3 2026 | Oct 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 51,467 | 3,425 | 0.01% | 0.01% | 83 | +4,501 | 9.58% | Q3 2026 | Nov 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 37,159 | 3,336 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 36,907 | 3,313 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Ballast Asset Management, LP | History | Reduced | 47,815 | 3,240 | 1.41% | 1.76% | 86 | -1,458 | -2.96% | Q3 2026 | Nov 04, 2026 |
| Creative Planning | History | Added to | 46,709 | 3,165 | 0.0% | 0.0% | 87 | +36,337 | 350.34% | Q3 2026 | Nov 02, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 34,242 | 3,074 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 34,144 | 3,065 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 31,117 | 2,793 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 30,425 | 2,731 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 40,145 | 2,721 | 0.25% | 0.43% | 92 | -15,400 | -27.73% | Q3 2026 | Oct 30, 2026 |
| Freestone Grove Partners LP | History | No change | 29,508 | 2,649 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 27,888 | 2,502 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 27,805 | 2,496 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 27,146 | 2,437 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 26,074 | 2,341 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 26,009 | 2,335 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 25,165 | 2,259 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SG Americas Securities, LLC | History | No change | 22,137 | 1,987 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 21,349 | 1,916 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 21,138 | 1,897 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | No change | 21,134 | 1,897 | 0.16% | 0.16% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 27,395 | 1,857 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 20,445 | 1,835 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 18,964 | 1,702 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 18,922 | 1,698 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 20,000 | 1,676 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | No change | 18,120 | 1,626 | 0.14% | 0.14% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 17,063 | 1,531 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 16,728 | 1,501 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 16,241 | 1,458 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 15,682 | 1,407 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 15,350 | 1,378 | 0.09% | 0.09% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOSTER & MOTLEY INC | History | No change | 15,000 | 1,347 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 14,958 | 1,342 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 19,204 | 1,301 | 0.14% | 0.17% | 117 | +975 | 5.35% | Q3 2026 | Oct 22, 2026 |
| Jupiter Topco LLC | History | No change | 14,365 | 1,288 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aldebaran Capital, LLC | History | No change | 13,610 | 1,221 | 0.92% | 0.92% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 13,598 | 1,220 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 13,536 | 1,215 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 13,452 | 1,207 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 13,350 | 1,198 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 12,965 | 1,163 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 12,872 | 1,155 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 12,750 | 1,144 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legato Capital Management LLC | History | No change | 12,746 | 1,144 | 0.09% | 0.09% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 12,646 | 1,135 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 11,778 | 1,057 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 15,490 | 1,049 | 0.0% | 0.0% | 130 | +182 | 1.19% | Q3 2026 | Oct 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 15,454 | 1,047 | 0.03% | — | 131 | +15,454 | New | Q3 2026 | Oct 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 10,806 | 1,030 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 11,323 | 1,016 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARGA Investment Management, LP | History | New | 14,702 | 996 | 0.03% | — | 134 | +14,702 | New | Q3 2026 | Oct 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 11,029 | 990 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 13,721 | 930 | 0.0% | 0.0% | 136 | -730 | -5.05% | Q3 2026 | Nov 05, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 13,700 | 928 | 0.01% | 0.02% | 137 | -700 | -4.86% | Q3 2026 | Oct 20, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 12,770 | 865 | 0.09% | 0.13% | 138 | +135 | 1.07% | Q3 2026 | Oct 16, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 9,584 | 860 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,581 | 860 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Handelsbanken Fonder AB | History | No change | 9,461 | 849 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 8,782 | 788 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 8,536 | 766 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 8,381 | 752 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Inspire Investing, LLC | History | Added to | 10,976 | 743 | 0.03% | 0.03% | 145 | +2,317 | 26.76% | Q3 2026 | Oct 22, 2026 |
| ADVISORY RESEARCH INC | History | No change | 8,195 | 735 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 8,108 | 727 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WealthTrust Axiom LLC | History | No change | 8,080 | 725 | 0.16% | 0.16% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 10,491 | 711 | 0.01% | 0.02% | 149 | -402 | -3.69% | Q3 2026 | Nov 03, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 7,675 | 689 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Exit Wealth Advisors, LLC. | History | No change | 7,569 | 679 | 0.31% | 0.31% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 7,364 | 661 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 9,601 | 650 | 0.03% | 0.05% | 153 | +24 | 0.25% | Q3 2026 | Oct 26, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,098 | 637 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SummitTX Capital, L.P. | History | No change | 7,063 | 634 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,999 | 628 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BTC Capital Management, Inc. | History | No change | 6,798 | 610 | 0.04% | 0.04% | 157 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Neuberger Berman Group LLC | History | No change | 6,746 | 605 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Arizona State Retirement System | History | Added to | 8,806 | 596 | 0.0% | 0.0% | 159 | +126 | 1.45% | Q3 2026 | Nov 03, 2026 |
| HighRoad Wealth Advisors, LLC | History | Reduced | 8,781 | 595 | 0.5% | 1.08% | 160 | -5,519 | -38.59% | Q3 2026 | Oct 14, 2026 |
| Ancora Advisors LLC | History | No change | 6,462 | 580 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 6,388 | 573 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 8,336 | 565 | 0.0% | 0.01% | 163 | -488 | -5.53% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 8,152 | 552 | 0.01% | 0.01% | 164 | -742 | -8.34% | Q3 2026 | Oct 22, 2026 |
| Tidal Investments LLC | History | No change | 6,106 | 548 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DWM Financial Group, Inc. | History | Reduced | 8,079 | 547 | 0.43% | 0.87% | 166 | -921 | -10.23% | Q3 2026 | Oct 28, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 6,089 | 546 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 8,050 | 545 | 0.0% | 0.0% | 168 | -15,972 | -66.49% | Q3 2026 | Nov 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,890 | 528 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 7,567 | 512 | 0.0% | 0.0% | 170 | -233 | -2.99% | Q3 2026 | Nov 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 5,650 | 507 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Reduced | 7,479 | 506 | 0.0% | 0.0% | 172 | -866 | -10.38% | Q3 2026 | Oct 21, 2026 |
| BROWN ADVISORY INC | History | No change | 5,578 | 500 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 7,244 | 490 | 0.01% | 0.01% | 174 | -254 | -3.39% | Q3 2026 | Oct 29, 2026 |
| Brevan Howard Capital Management LP | History | No change | 5,259 | 472 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5,158 | 463 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 5,079 | 455 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 5,034 | 451 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMERCE BANK | History | No change | 5,021 | 450 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 4,992 | 448 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 4,970 | 446 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 6,782 | 436 | 0.01% | 0.02% | 182 | -372 | -5.2% | Q3 2026 | Oct 20, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,784 | 429 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Diametric Capital, LP | History | No change | 4,614 | 414 | 0.04% | 0.04% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 4,591 | 412 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Factor Wealth Management LTD | History | No change | 5,945 | 402 | 0.06% | 0.08% | 186 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Amundi | History | No change | 4,395 | 394 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 4,377 | 382 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 5,396 | 365 | 0.0% | 0.01% | 189 | -5,437 | -50.19% | Q3 2026 | Oct 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,834 | 344 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 3,810 | 342 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Wavvest Wealth LLC | History | New | 4,814 | 326 | 0.26% | — | 192 | +4,814 | New | Q3 2026 | Oct 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,716 | 320 | 0.0% | 0.0% | 193 | -5,556 | -54.09% | Q3 2026 | Nov 02, 2026 |
| Pictet Asset Management Holding SA | History | No change | 4,693 | 318 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 3,490 | 313 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Twin Lions Management LLC | History | No change | 3,451 | 309 | 0.24% | 0.24% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 3,419 | 306 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 4,449 | 301 | 0.0% | 0.0% | 198 | -188 | -4.05% | Q3 2026 | Oct 28, 2026 |
| New England Research & Management, Inc. | History | Reduced | 4,275 | 289 | 0.11% | 0.19% | 199 | -1,311 | -23.47% | Q3 2026 | Oct 16, 2026 |
| Bridgewater Advisors Inc. | History | No change | 3,354 | 279 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TWINBEECH CAPITAL LP | History | No change | 3,100 | 278 | 0.05% | 0.05% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INCEPTIONR LLC | History | No change | 2,976 | 267 | 0.07% | 0.07% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,948 | 264 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Van Diest Capital, LLC | History | No change | 2,905 | 260 | 0.23% | 0.23% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savant Capital, LLC | History | No change | 2,594 | 259 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 2,889 | 259 | 0.04% | 0.04% | 206 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 2,856 | 256 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 2,853 | 256 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 3,665 | 248 | 0.0% | 0.0% | 209 | -103 | -2.73% | Q3 2026 | Oct 23, 2026 |
| Atria Investments, Inc | History | Reduced | 3,505 | 237 | 0.0% | 0.0% | 210 | -50 | -1.41% | Q3 2026 | Oct 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 3,407 | 230 | 0.0% | 0.0% | 211 | +995 | 41.25% | Q3 2026 | Oct 23, 2026 |
| &PARTNERS | History | No change | 2,480 | 221 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 3,249 | 220 | 0.0% | 0.0% | 213 | -51 | -1.55% | Q3 2026 | Oct 27, 2026 |
| XPONANCE LLC | History | Reduced | 3,155 | 213 | 0.0% | 0.0% | 214 | -58 | -1.81% | Q3 2026 | Nov 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,372 | 212 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jain Global LLC | History | No change | 2,367 | 212 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,195 | 197 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vestcor Inc | History | No change | 1,987 | 178 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,860 | 166 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,671 | 150 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,177 | 109 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,135 | 102 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | No change | 1,128 | 101 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 839 | 75 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | No change | 836 | 75 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 821 | 73 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| UMB Bank, n.a. | History | No change | 742 | 66 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 924 | 62 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Versant Capital Management, Inc | History | Added to | 885 | 59 | 0.01% | 0.0% | 230 | +869 | 5431.25% | Q3 2026 | Oct 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 876 | 59 | 0.01% | 0.01% | 229 | -342 | -28.08% | Q3 2026 | Oct 27, 2026 |
| KBC Group NV | History | No change | 860 | 58 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Sterling Capital Management LLC | History | Reduced | 821 | 55 | 0.0% | 0.01% | 232 | -6,256 | -88.4% | Q3 2026 | Oct 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 580 | 52 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 506 | 45 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 505 | 45 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 487 | 43 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arax Advisory Partners | History | No change | 429 | 38 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Reduced | 560 | 37 | 0.0% | 0.0% | 238 | -298 | -34.73% | Q3 2026 | Oct 08, 2026 |
| Fulcrum Asset Management LLP | History | New | 520 | 35 | 0.0% | — | 239 | +520 | New | Q3 2026 | Nov 04, 2026 |
| FEDERATED HERMES, INC. | History | No change | 358 | 32 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 344 | 30 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Family Offices, LLP | History | New | 408 | 27 | 0.01% | — | 242 | +408 | New | Q3 2026 | Nov 02, 2026 |
| Optiver Holding B.V. | History | No change | 291 | 26 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 289 | 25 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Persistent Asset Partners Ltd | History | No change | 276 | 24 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | Added to | 320 | 22 | 0.01% | 0.0% | 247 | +283 | 764.86% | Q3 2026 | Oct 30, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 337 | 22 | 0.0% | 0.0% | 246 | -19 | -5.34% | Q3 2026 | Oct 29, 2026 |
| Allworth Financial LP | History | No change | 242 | 21 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 227 | 20 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 300 | 20 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Centerpoint Advisors, LLC | History | No change | 221 | 20 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WealthCollab, LLC | History | No change | 227 | 20 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 267 | 18 | 0.0% | 0.0% | 254 | -217 | -44.83% | Q3 2026 | Oct 08, 2026 |
| High Note Wealth, LLC | History | No change | 278 | 18 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Key FInancial Inc | History | No change | 253 | 17 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Parkside Financial Bank & Trust | History | No change | 237 | 16 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Smithfield Trust Co | History | No change | 159 | 14 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 147 | 13 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Wyoming | History | Reduced | 158 | 10 | 0.0% | 0.01% | 260 | -425 | -72.9% | Q3 2026 | Oct 28, 2026 |
| Bare Financial Services, Inc | History | Added to | 158 | 10 | 0.0% | 0.0% | 261 | +56 | 54.9% | Q3 2026 | Nov 04, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 112 | 10 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 129 | 8 | 0.0% | 0.0% | 262 | +54 | 72.0% | Q3 2026 | Oct 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 124 | 8 | 0.0% | 0.0% | 263 | +3 | 2.48% | Q3 2026 | Oct 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 110 | 7 | 0.0% | 0.0% | 265 | +1 | 0.92% | Q3 2026 | Nov 04, 2026 |
| MATHER GROUP, LLC. | History | No change | 112 | 7 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Larson Financial Group LLC | History | No change | 83 | 7 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 95 | 6 | 0.0% | 1.19% | 269 | -647,658 | -99.99% | Q3 2026 | Oct 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 93 | 6 | 0.0% | 0.0% | 268 | -9 | -8.82% | Q3 2026 | Oct 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 72 | 6 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Park Place Capital Corp | History | No change | 75 | 6 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 87 | 5 | 0.0% | — | 275 | +87 | New | Q3 2026 | Oct 21, 2026 |
| Financial Perspectives, Inc | History | Added to | 81 | 5 | 0.0% | 0.0% | 273 | +1 | 1.25% | Q3 2026 | Nov 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 66 | 5 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 63 | 5 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Trust Company, N.A | History | No change | 60 | 5 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 47 | 4 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 58 | 3 | 0.0% | 0.0% | 281 | -20 | -25.64% | Q3 2026 | Oct 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 56 | 3 | 0.0% | 0.0% | 279 | +6 | 12.0% | Q3 2026 | Nov 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 52 | 3 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| CVA Family Office, LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 42 | 2 | 0.0% | — | 290 | +42 | New | Q3 2026 | Oct 30, 2026 |
| WPG Advisers, LLC | History | Reduced | 42 | 2 | 0.0% | 0.0% | 286 | -24 | -36.36% | Q3 2026 | Oct 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 34 | 2 | 0.0% | 0.0% | 283 | +13 | 61.9% | Q3 2026 | Oct 22, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 24 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Elequin Capital, LP | History | No change | 25 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 28 | 2 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 30 | 2 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 24 | 2 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 22 | 1 | 0.0% | 0.0% | 298 | -100 | -81.97% | Q3 2026 | Oct 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 17 | 1 | 0.0% | 0.0% | 293 | -19 | -52.78% | Q3 2026 | Nov 03, 2026 |
| Fortitude Family Office, LLC | History | Added to | 21 | 1 | 0.0% | 0.0% | 296 | +6 | 40.0% | Q3 2026 | Oct 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 14 | 1 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 28 | 1 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Quarry LP | History | No change | 14 | 1 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 20 | 1 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WASATCH ADVISORS LP | History | Closed out | 0 | 0 | — | 0.03% | — | -58,781 | -100.0% | Q3 2026 | Oct 13, 2026 |
| TECTONIC ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -19,494 | -100.0% | Q3 2026 | Oct 22, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.02% | — | -16,271 | -100.0% | Q3 2026 | Oct 23, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -8,698 | -100.0% | Q3 2026 | Oct 22, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.01% | — | -4,589 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Tactive Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,765 | -100.0% | Q3 2026 | Oct 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,375 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,253 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Crestwood Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,740 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,493 | -100.0% | Q3 2026 | Oct 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,451 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Kendall Capital Management | History | Closed out | 0 | 0 | — | 0.03% | — | -2,275 | -100.0% | Q3 2026 | Oct 23, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,867 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -206 | -100.0% | Q3 2026 | Oct 16, 2026 |
| FIRST HORIZON CORP | History | Reduced | 14 | 0 | — | 0.0% | — | -98 | -87.5% | Q3 2026 | Oct 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2026 | Oct 28, 2026 |
| City State Bank | History | New | 13 | 0 | — | — | — | +13 | New | Q3 2026 | Oct 20, 2026 |
| Burk Holdings LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Nov 04, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -9 | -40.91% | Q3 2026 | Oct 08, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Nov 04, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 3 | 0 | — | — | — | -3 | -50.0% | Q3 2026 | Oct 26, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 29, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q3 2026 | Nov 03, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q3 2026 | Oct 27, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 13 | 0 | — | 0.0% | — | +1 | 8.33% | Q3 2026 | Oct 27, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q3 2026 | Oct 09, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bogart Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Evolution Advisers, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Caitlin John, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LRI Investments, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MidFirst Bank | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |