PBF Energy Inc. - PBF
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 | 13,312,561 | 605,987 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 5,810,871 | 447,186 | 0.08% | 0.04% | 2 | +680,706 | 13.27% | Q3 2026 | Nov 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 6,125,377 | 278,827 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 5,514,966 | 251,041 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 5,410,856 | 246,302 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 4,825,841 | 219,672 | 0.16% | 0.16% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 4,141,668 | 188,528 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,650,630 | 166,176 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 2,821,722 | 128,445 | 0.08% | 0.08% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 2,759,985 | 125,634 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 2,589,479 | 117,873 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 2,492,272 | 113,472 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,222,094 | 94,052 | 0.02% | 0.01% | 13 | -43,655 | -3.45% | Q3 2026 | Nov 05, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 1,060,073 | 81,583 | 0.09% | 0.05% | 14 | +7,528 | 0.72% | Q3 2026 | Nov 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,704,319 | 77,582 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 1,694,969 | 77,124 | 0.09% | 0.09% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,678,123 | 76,388 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 1,651,985 | 75,198 | 0.08% | 0.08% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,604,646 | 73,043 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 1,462,014 | 66,550 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CastleKnight Management LP | History | No change | 1,444,676 | 65,761 | 0.89% | 0.89% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,359,903 | 61,902 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,301,038 | 59,223 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Nuveen, LLC | History | No change | 1,246,941 | 56,760 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 1,150,157 | 52,355 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 986,471 | 44,904 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 528,357 | 40,662 | 1.12% | 0.82% | 27 | -154,871 | -22.67% | Q3 2026 | Nov 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 859,123 | 39,107 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | Added to | 493,200 | 37,956 | 0.01% | 0.0% | 29 | +49,900 | 11.26% | Q3 2026 | Nov 05, 2026 |
| Qube Research & Technologies Ltd | History | No change | 810,749 | 36,905 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 757,695 | 34,490 | 0.2% | 0.2% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Recurrent Investment Advisors LLC | History | No change | 729,534 | 33,208 | 2.06% | 2.06% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 724,088 | 32,960 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 685,796 | 31,217 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 677,153 | 30,824 | 0.13% | 0.13% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 675,114 | 30,731 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 672,408 | 30,608 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 645,200 | 29,369 | 0.24% | 0.24% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 623,051 | 28,361 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AEGIS FINANCIAL CORP | History | No change | 620,289 | 28,235 | 4.46% | 4.46% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FEDERATED HERMES, INC. | History | No change | 582,048 | 26,494 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 340,899 | 26,235 | 0.01% | 0.01% | 42 | -159,928 | -31.93% | Q3 2026 | Nov 04, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 571,365 | 26,008 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 552,971 | 25,885 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 542,006 | 24,672 | 0.07% | 0.07% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 533,874 | 24,301 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 477,703 | 21,745 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 258,428 | 21,278 | 0.03% | 0.01% | 48 | +119,385 | 85.86% | Q3 2026 | Nov 04, 2026 |
| PDT Partners, LLC | History | No change | 443,690 | 20,196 | 1.06% | 1.06% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 442,400 | 20,138 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 404,000 | 18,390 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 237,655 | 18,289 | 0.01% | 0.01% | 52 | +49,241 | 26.13% | Q3 2026 | Nov 02, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 390,286 | 17,765 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 229,454 | 17,658 | 0.01% | 0.0% | 54 | +37,559 | 19.57% | Q3 2026 | Nov 02, 2026 |
| Russell Investments Group, Ltd. | History | No change | 359,563 | 16,605 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 360,678 | 16,418 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 213,316 | 16,416 | 0.11% | 0.09% | 57 | -20,210 | -8.65% | Q3 2026 | Nov 02, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 199,400 | 15,345 | 0.58% | 0.32% | 58 | -19,500 | -8.91% | Q3 2026 | Oct 28, 2026 |
| ALGERT GLOBAL LLC | History | No change | 334,356 | 15,219 | 0.18% | 0.18% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 330,353 | 15,037 | 0.08% | 0.08% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 297,219 | 13,529 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aventail Capital Group, LP | History | No change | 294,865 | 13,422 | 0.77% | 0.77% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 290,894 | 13,241 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hara Capital LLC | History | Reduced | 167,790 | 12,913 | 6.19% | 5.24% | 64 | -50,521 | -23.14% | Q3 2026 | Oct 30, 2026 |
| GROUP ONE TRADING LLC | History | No change | 269,200 | 12,253 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 265,505 | 12,085 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 264,121 | 12,022 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 247,657 | 11,273 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 231,396 | 10,533 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 226,709 | 10,319 | 0.16% | 0.16% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 216,305 | 9,846 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weiss Asset Management LP | History | No change | 210,915 | 9,600 | 0.1% | 0.1% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Counterpoint Mutual Funds LLC | History | Reduced | 124,218 | 9,559 | 0.83% | 0.75% | 73 | -42,396 | -25.45% | Q3 2026 | Oct 16, 2026 |
| IEQ CAPITAL, LLC | History | No change | 204,516 | 9,309 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 203,250 | 9,251 | 0.21% | 0.21% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIR Capital Management, L.P. | History | No change | 200,529 | 9,128 | 1.05% | 1.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 189,316 | 9,015 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 116,800 | 8,988 | 0.0% | 0.0% | 78 | +84,545 | 262.11% | Q3 2026 | Nov 04, 2026 |
| BARCLAYS PLC | History | No change | 195,734 | 8,909 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 194,500 | 8,853 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Voleon Capital Management LP | History | No change | 175,288 | 7,979 | 0.15% | 0.15% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brooklands Fund Management Ltd | History | Reduced | 102,204 | 7,865 | 1.01% | 4.74% | 82 | -22,971 | -18.35% | Q3 2026 | Oct 28, 2026 |
| Retirement Systems of Alabama | History | Added to | 101,479 | 7,809 | 0.02% | 0.01% | 83 | +14,601 | 16.81% | Q3 2026 | Nov 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 95,271 | 7,651 | 0.01% | 0.01% | 84 | +4,582 | 5.05% | Q3 2026 | Oct 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 161,050 | 7,330 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legal & General Group Plc | History | No change | 151,926 | 6,915 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 89,369 | 6,877 | 0.64% | 0.37% | 87 | +8,181 | 10.08% | Q3 2026 | Nov 04, 2026 |
| Old West Investment Management, LLC | History | No change | 140,690 | 6,404 | 0.68% | 0.68% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 137,159 | 6,244 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 79,880 | 6,148 | 0.01% | 0.01% | 90 | -5,829 | -6.8% | Q3 2026 | Oct 22, 2026 |
| Cerity Partners LLC | History | No change | 133,937 | 6,096 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 131,793 | 6,000 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THIRD AVENUE MANAGEMENT LLC | History | No change | 131,050 | 5,965 | 0.95% | 0.95% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOWLE & CO | History | No change | 127,651 | 5,810 | 1.97% | 1.97% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOMURA HOLDINGS INC | History | No change | 127,000 | 5,781 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV | History | Reduced | 74,017 | 5,696 | 3.22% | 2.24% | 96 | -12,619 | -14.57% | Q3 2026 | Oct 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 121,294 | 5,521 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 120,550 | 5,487 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 116,190 | 5,288 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | New | 68,549 | 5,276 | 0.04% | — | 100 | +68,549 | New | Q3 2026 | Oct 22, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 111,971 | 5,096 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| HITE Hedge Asset Management LLC | History | No change | 109,171 | 4,969 | 0.27% | 0.27% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alphadyne Asset Management LP | History | No change | 105,085 | 4,783 | 0.05% | 0.05% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 104,918 | 4,775 | 0.09% | 0.09% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 103,324 | 4,703 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 102,000 | 4,643 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 101,742 | 4,631 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sourcerock Group LLC | History | No change | 100,000 | 4,552 | 0.24% | 0.24% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 55,484 | 4,508 | 0.22% | 0.02% | 109 | +49,484 | 824.73% | Q3 2026 | Oct 21, 2026 |
| MetLife Investment Management, LLC | History | No change | 96,684 | 4,401 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 93,998 | 4,278 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 90,734 | 4,130 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 88,552 | 4,030 | 0.1% | 0.1% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 84,685 | 3,854 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Carrera Capital Advisors | History | New | 49,896 | 3,839 | 0.54% | — | 115 | +49,896 | New | Q3 2026 | Nov 03, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 82,223 | 3,742 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 81,852 | 3,725 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 80,971 | 3,685 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 80,566 | 3,667 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 82,996 | 3,577 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 47,092 | 3,542 | 0.17% | 0.0% | 121 | +47,054 | 123826.32% | Q3 2026 | Nov 04, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 74,843 | 3,406 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | Added to | 42,503 | 3,271 | 0.01% | 0.0% | 123 | +17,643 | 70.97% | Q3 2026 | Nov 05, 2026 |
| AMALGAMATED BANK | History | Added to | 42,175 | 3,246 | 0.02% | 0.01% | 124 | +6,108 | 16.94% | Q3 2026 | Oct 23, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 71,081 | 3,235 | 0.11% | 0.11% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 41,765 | 3,214 | 0.01% | 0.01% | 126 | +4,899 | 13.29% | Q3 2026 | Nov 05, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 69,998 | 3,186 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 67,912 | 3,091 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 66,036 | 3,005 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 37,800 | 2,909 | 0.01% | 0.0% | 130 | +16,400 | 76.64% | Q3 2026 | Oct 30, 2026 |
| Engineers Gate Manager LP | History | No change | 63,433 | 2,887 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 37,250 | 2,866 | 0.53% | 0.32% | 132 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Quantinno Capital Management LP | History | No change | 62,776 | 2,857 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 60,831 | 2,769 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 35,516 | 2,733 | 0.05% | 0.03% | 135 | -8,332 | -19.0% | Q3 2026 | Oct 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 59,650 | 2,715 | 0.09% | 0.09% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 34,872 | 2,683 | 0.03% | 0.01% | 137 | +4,516 | 14.88% | Q3 2026 | Oct 23, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 58,947 | 2,680 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | No change | 57,430 | 2,614 | 0.42% | 0.42% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 57,310 | 2,608 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 56,943 | 2,592 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 33,443 | 2,574 | 0.0% | 0.0% | 142 | +1,543 | 4.84% | Q3 2026 | Nov 05, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 32,172 | 2,475 | 0.03% | 0.02% | 143 | +1,614 | 5.28% | Q3 2026 | Oct 22, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 31,689 | 2,438 | 0.01% | 0.01% | 144 | -2,936 | -8.48% | Q3 2026 | Nov 05, 2026 |
| Walleye Trading LLC | History | No change | 53,519 | 2,436 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 31,635 | 2,434 | 0.01% | 0.0% | 146 | +2,271 | 7.73% | Q3 2026 | Oct 20, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 30,975 | 2,383 | 0.0% | 0.0% | 147 | -1,176 | -3.66% | Q3 2026 | Nov 05, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 29,866 | 2,298 | 0.07% | — | 148 | +29,866 | New | Q3 2026 | Oct 22, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 50,129 | 2,281 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 29,200 | 2,247 | 0.03% | 0.02% | 150 | +4,600 | 18.7% | Q3 2026 | Oct 20, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 47,347 | 2,155 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 27,466 | 2,113 | 0.01% | 0.01% | 152 | +729 | 2.73% | Q3 2026 | Nov 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 45,550 | 2,073 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| De Lisle Partners LLP | History | No change | 45,000 | 2,047 | 0.22% | 0.22% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ilex Capital Partners (UK) LLP | History | No change | 44,911 | 2,044 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 43,591 | 1,984 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 43,381 | 1,974 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HSBC HOLDINGS PLC | History | No change | 41,187 | 1,908 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 40,988 | 1,865 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 40,681 | 1,851 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Jupiter Topco LLC | History | No change | 40,670 | 1,850 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SummitTX Capital, L.P. | History | No change | 40,196 | 1,829 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 23,484 | 1,807 | 0.01% | 0.0% | 163 | +3,375 | 16.78% | Q3 2026 | Nov 03, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 23,100 | 1,777 | 0.01% | 0.0% | 164 | +3,500 | 17.86% | Q3 2026 | Oct 27, 2026 |
| Range Financial Group LLC | History | New | 22,764 | 1,751 | 0.49% | — | 165 | +22,764 | New | Q3 2026 | Oct 20, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 38,456 | 1,750 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 37,971 | 1,728 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | No change | 37,796 | 1,720 | 0.07% | 0.07% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 37,403 | 1,702 | 0.07% | 0.07% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Added to | 21,442 | 1,650 | 0.08% | 0.05% | 170 | +102 | 0.48% | Q3 2026 | Nov 05, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 35,957 | 1,636 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bridgewater Associates, LP | History | No change | 35,622 | 1,621 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | Added to | 20,700 | 1,593 | 0.04% | 0.02% | 173 | +3,700 | 21.76% | Q3 2026 | Nov 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 34,945 | 1,590 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 20,355 | 1,566 | 0.02% | 0.01% | 175 | +3,000 | 17.29% | Q3 2026 | Oct 29, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 34,382 | 1,565 | 0.1% | 0.1% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Eddie Patel Inc | History | New | 20,203 | 1,554 | 0.98% | — | 177 | +20,203 | New | Q3 2026 | Nov 02, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 19,974 | 1,537 | 0.01% | — | 178 | +19,974 | New | Q3 2026 | Oct 13, 2026 |
| Focus Partners Wealth | History | No change | 31,831 | 1,448 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | No change | 30,900 | 1,406 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 30,596 | 1,392 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oceanic Investment Management LTD | History | No change | 29,827 | 1,357 | 1.74% | 1.74% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 29,601 | 1,347 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 29,175 | 1,328 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Entropy Technologies, LP | History | No change | 27,537 | 1,253 | 0.05% | 0.05% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 16,260 | 1,251 | 0.0% | 0.0% | 186 | -831 | -4.86% | Q3 2026 | Nov 03, 2026 |
| Pathstone Holdings, LLC | History | No change | 27,382 | 1,246 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 16,156 | 1,243 | 0.0% | 0.0% | 188 | -108 | -0.66% | Q3 2026 | Oct 28, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 15,957 | 1,228 | 0.02% | 0.01% | 189 | -3,156 | -16.51% | Q3 2026 | Oct 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 15,620 | 1,202 | 0.0% | 0.0% | 190 | -1,218 | -7.23% | Q3 2026 | Oct 28, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 26,333 | 1,198 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 26,317 | 1,197 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HB Wealth Management, LLC | History | Added to | 18,080 | 1,180 | 0.01% | 0.0% | 193 | +9,875 | 120.35% | Q3 2026 | Oct 23, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 25,903 | 1,179 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 25,524 | 1,161 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 25,290 | 1,151 | 0.04% | 0.04% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 24,832 | 1,130 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XPONANCE LLC | History | Reduced | 14,571 | 1,121 | 0.01% | 0.0% | 198 | -1,487 | -9.26% | Q3 2026 | Nov 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 24,436 | 1,112 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pallas Capital Advisors LLC | History | No change | 24,000 | 1,092 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legato Capital Management LLC | History | No change | 23,890 | 1,087 | 0.09% | 0.09% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 23,890 | 1,087 | 0.18% | 0.18% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 23,600 | 1,074 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verition Fund Management LLC | History | No change | 23,507 | 1,070 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 23,311 | 1,061 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bleakley Financial Group, LLC | History | No change | 23,262 | 1,058 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambria Investment Management, L.P. | History | No change | 23,007 | 1,047 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | No change | 22,941 | 1,044 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BRIGHTON JONES LLC | History | Added to | 12,632 | 972 | 0.02% | 0.01% | 209 | +220 | 1.77% | Q3 2026 | Nov 03, 2026 |
| US BANCORP \DE\ | History | Reduced | 12,472 | 959 | 0.0% | 0.0% | 210 | -392 | -3.05% | Q3 2026 | Nov 05, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 12,420 | 955 | 0.01% | 0.01% | 211 | +612 | 5.18% | Q3 2026 | Oct 15, 2026 |
| Qsemble Capital Management, LP | History | No change | 20,769 | 945 | 0.12% | 0.12% | 212 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| True Freedom Investing, LLC | History | New | 11,474 | 883 | 0.14% | — | 213 | +11,474 | New | Q3 2026 | Oct 29, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 19,200 | 873 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 18,896 | 860 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 9,625 | 859 | 0.02% | 0.01% | 216 | +574 | 6.34% | Q3 2026 | Oct 09, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 18,571 | 845 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | Added to | 9,838 | 836 | 0.02% | 0.01% | 218 | +626 | 6.8% | Q3 2026 | Oct 13, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | New | 10,794 | 830 | 0.39% | — | 219 | +10,794 | New | Q3 2026 | Oct 20, 2026 |
| Merit Financial Group, LLC | History | No change | 17,382 | 791 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIG BROKERAGE, LP | History | No change | 17,311 | 787 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Oakmont Investment Advisors, Inc. | History | New | 10,132 | 779 | 0.53% | — | 222 | +10,132 | New | Q3 2026 | Oct 21, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 10,042 | 772 | 0.01% | 0.0% | 223 | +3,901 | 63.52% | Q3 2026 | Oct 23, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 9,895 | 761 | 0.0% | 0.0% | 224 | +3,840 | 63.42% | Q3 2026 | Nov 03, 2026 |
| Atria Investments, Inc | History | Added to | 9,887 | 760 | 0.01% | 0.0% | 225 | +1,794 | 22.17% | Q3 2026 | Oct 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 9,797 | 753 | 0.01% | 0.01% | 226 | +661 | 7.24% | Q3 2026 | Oct 23, 2026 |
| ASSETMARK, INC | History | Reduced | 9,772 | 752 | 0.0% | 0.0% | 227 | -381 | -3.75% | Q3 2026 | Oct 21, 2026 |
| Three Seasons Wealth, LLC | History | New | 9,604 | 739 | 0.07% | — | 228 | +9,604 | New | Q3 2026 | Nov 03, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 15,993 | 728 | 0.07% | 0.07% | 229 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pacer Advisors, Inc. | History | No change | 15,582 | 709 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 15,425 | 702 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | New | 9,106 | 700 | 0.02% | — | 232 | +9,106 | New | Q3 2026 | Nov 05, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 9,072 | 697 | 0.0% | 0.0% | 233 | +7,405 | 444.21% | Q3 2026 | Oct 27, 2026 |
| Atom Investors LP | History | No change | 15,207 | 692 | 0.06% | 0.06% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 14,674 | 668 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cannell & Spears LLC | History | No change | 14,300 | 650 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concentric Capital Strategies, LP | History | No change | 14,084 | 641 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingdom Financial Group LLC. | History | New | 8,276 | 636 | 0.16% | — | 238 | +8,276 | New | Q3 2026 | Nov 04, 2026 |
| ALPS ADVISORS INC | History | New | 8,240 | 634 | 0.0% | — | 239 | +8,240 | New | Q3 2026 | Nov 02, 2026 |
| Persistent Asset Partners Ltd | History | No change | 13,606 | 631 | 0.19% | 0.19% | 240 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 8,190 | 630 | 0.0% | 0.0% | 241 | -810 | -9.0% | Q3 2026 | Nov 05, 2026 |
| Tidal Investments LLC | History | No change | 13,635 | 620 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FNY Investment Advisers, LLC | History | New | 8,025 | 615 | 0.15% | — | 243 | +8,025 | New | Q3 2026 | Oct 16, 2026 |
| TRUIST FINANCIAL CORP | History | New | 7,970 | 613 | 0.0% | — | 244 | +7,970 | New | Q3 2026 | Oct 30, 2026 |
| Trek Financial, LLC | History | New | 7,957 | 612 | 0.03% | — | 245 | +7,957 | New | Q3 2026 | Oct 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 7,948 | 611 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Brevan Howard Capital Management LP | History | No change | 12,634 | 575 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | No change | 12,642 | 575 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 12,581 | 572 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| State of Wyoming | History | Reduced | 7,415 | 570 | 0.04% | 0.06% | 250 | -5,188 | -41.16% | Q3 2026 | Oct 28, 2026 |
| Cetera Investment Advisers | History | No change | 12,497 | 568 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Numerai GP LLC | History | No change | 12,298 | 559 | 0.05% | 0.05% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 11,961 | 544 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Optimist Retirement Group LLC | History | New | 7,049 | 542 | 0.22% | — | 254 | +7,049 | New | Q3 2026 | Oct 30, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,886 | 541 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 11,409 | 519 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 6,716 | 516 | 0.03% | 0.02% | 257 | -1,530 | -18.55% | Q3 2026 | Oct 28, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 11,215 | 510 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Added to | 6,609 | 508 | 0.0% | 0.0% | 259 | +773 | 13.25% | Q3 2026 | Nov 04, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 6,562 | 499 | 0.01% | 0.01% | 260 | +1,248 | 23.49% | Q3 2026 | Oct 26, 2026 |
| Neuberger Berman Group LLC | History | No change | 10,835 | 493 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 10,631 | 483 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GAMMA Investing LLC | History | Added to | 6,257 | 481 | 0.02% | 0.01% | 263 | +675 | 12.09% | Q3 2026 | Oct 08, 2026 |
| LPL Financial LLC | History | No change | 10,412 | 473 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PINKERTON WEALTH, LLC | History | New | 6,062 | 466 | 0.07% | — | 266 | +6,062 | New | Q3 2026 | Oct 29, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 6,066 | 466 | 0.02% | 0.01% | 265 | +964 | 18.89% | Q3 2026 | Oct 26, 2026 |
| Callan Family Office, LLC | History | No change | 10,174 | 463 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 10,158 | 462 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,147 | 461 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Interval Partners, LP | History | No change | 9,993 | 454 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 5,892 | 453 | 0.01% | — | 271 | +5,892 | New | Q3 2026 | Oct 13, 2026 |
| Inspire Investing, LLC | History | Added to | 5,828 | 448 | 0.02% | 0.0% | 272 | +5,799 | 19996.55% | Q3 2026 | Oct 22, 2026 |
| Ethic Inc. | History | Reduced | 5,827 | 448 | 0.01% | 0.0% | 273 | -1,801 | -23.61% | Q3 2026 | Nov 03, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 5,782 | 444 | 0.01% | 0.0% | 274 | +157 | 2.79% | Q3 2026 | Oct 21, 2026 |
| DRW Securities, LLC | History | No change | 9,605 | 437 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Phocas Financial Corp. | History | No change | 9,523 | 433 | 0.06% | 0.06% | 276 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Olympiad Research LP | History | Added to | 5,607 | 431 | 0.56% | 0.5% | 277 | +285 | 5.36% | Q3 2026 | Nov 04, 2026 |
| WESTPAC BANKING CORP | History | No change | 9,308 | 423 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abel Hall, LLC | History | Added to | 5,457 | 419 | 0.08% | 0.04% | 279 | +486 | 9.78% | Q3 2026 | Oct 19, 2026 |
| Revisor Wealth Management LLC | History | New | 5,183 | 417 | 0.1% | — | 280 | +5,183 | New | Q3 2026 | Oct 20, 2026 |
| MAI Capital Management | History | No change | 9,122 | 415 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 5,334 | 410 | 0.0% | — | 282 | +5,334 | New | Q3 2026 | Nov 02, 2026 |
| Triumph Capital Management | History | New | 5,319 | 409 | 0.07% | — | 283 | +5,319 | New | Q3 2026 | Oct 14, 2026 |
| CenterBook Partners LP | History | New | 5,261 | 404 | 0.02% | — | 284 | +5,261 | New | Q3 2026 | Nov 02, 2026 |
| Neo Ivy Capital Management | History | No change | 8,868 | 403 | 0.09% | 0.09% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantitative Investment Management, LLC | History | No change | 8,778 | 399 | 0.04% | 0.04% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 5,176 | 398 | 0.04% | 0.03% | 287 | -2,567 | -33.15% | Q3 2026 | Oct 14, 2026 |
| Parcion Private Wealth LLC | History | Added to | 5,178 | 398 | 0.02% | 0.01% | 288 | +642 | 14.15% | Q3 2026 | Oct 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,156 | 396 | 0.0% | 0.0% | 289 | +1,552 | 43.06% | Q3 2026 | Oct 08, 2026 |
| Janney Montgomery Scott LLC | History | No change | 8,680 | 395 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Amundi | History | No change | 8,690 | 395 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Curated Wealth Partners LLC | History | New | 5,122 | 394 | 0.03% | — | 292 | +5,122 | New | Q3 2026 | Oct 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,632 | 392 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 5,074 | 390 | 0.01% | 0.0% | 295 | +3,080 | 154.46% | Q3 2026 | Oct 22, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 6,219 | 390 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AlphaGrep UK Ltd | History | No change | 8,575 | 390 | 0.12% | 0.12% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 8,529 | 388 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quartz Partners, LLC | History | Reduced | 5,021 | 386 | 0.12% | 0.07% | 298 | -26 | -0.52% | Q3 2026 | Nov 03, 2026 |
| Vident Advisory, LLC | History | No change | 8,386 | 381 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 4,890 | 376 | 0.0% | — | 300 | +4,890 | New | Q3 2026 | Nov 02, 2026 |
| Graham Capital Management, L.P. | History | No change | 8,225 | 374 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 8,173 | 372 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 4,826 | 371 | 0.0% | 0.0% | 303 | +141 | 3.01% | Q3 2026 | Oct 20, 2026 |
| Investors Research Corp | History | Reduced | 4,808 | 370 | 0.07% | 0.05% | 304 | -1,392 | -22.45% | Q3 2026 | Oct 07, 2026 |
| Palo Duro Investment Partners, LP | History | No change | 8,145 | 370 | 0.07% | 0.07% | 305 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 4,804 | 369 | 0.0% | 0.0% | 306 | -1,261 | -20.79% | Q3 2026 | Oct 21, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 8,066 | 367 | 0.1% | 0.1% | 307 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | New | 4,762 | 366 | 0.0% | — | 308 | +4,762 | New | Q3 2026 | Nov 02, 2026 |
| R Squared Ltd | History | New | 4,734 | 364 | 0.19% | — | 309 | +4,734 | New | Q3 2026 | Nov 05, 2026 |
| HighTower Advisors, LLC | History | No change | 7,880 | 358 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | No change | 7,784 | 354 | 0.17% | 0.17% | 311 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Reduced | 4,583 | 352 | 0.0% | 0.0% | 312 | -181 | -3.8% | Q3 2026 | Oct 28, 2026 |
| GREENLEAF TRUST | History | Reduced | 4,560 | 350 | 0.0% | 0.0% | 313 | -234 | -4.88% | Q3 2026 | Oct 29, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 4,544 | 349 | 0.01% | 0.02% | 314 | -10,900 | -70.58% | Q3 2026 | Oct 07, 2026 |
| PEAK6 LLC | History | No change | 7,562 | 344 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 7,493 | 341 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFSG, LLC | History | Reduced | 4,391 | 337 | 0.03% | 0.02% | 318 | -922 | -17.35% | Q3 2026 | Oct 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,411 | 337 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 7,375 | 335 | 0.02% | 0.02% | 319 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VestGen Advisors, LLC | History | New | 4,322 | 332 | 0.01% | — | 321 | +4,322 | New | Q3 2026 | Oct 27, 2026 |
| Apollon Wealth Management, LLC | History | New | 4,317 | 332 | 0.0% | — | 320 | +4,317 | New | Q3 2026 | Oct 23, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 7,220 | 328 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apriem Advisors | History | No change | 7,054 | 321 | 0.03% | 0.03% | 323 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bull Harbor Capital LLC | History | No change | 7,062 | 321 | 0.06% | 0.06% | 324 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bayforest Capital Ltd | History | New | 4,130 | 317 | 0.47% | — | 325 | +4,130 | New | Q3 2026 | Nov 03, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 6,927 | 315 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 6,888 | 313 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 3,988 | 306 | 0.0% | — | 328 | +3,988 | New | Q3 2026 | Oct 28, 2026 |
| Arkadios Wealth Advisors | History | No change | 6,664 | 303 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MBL Wealth, LLC | History | New | 3,833 | 294 | 0.02% | — | 330 | +3,833 | New | Q3 2026 | Oct 22, 2026 |
| Magnus Financial Group LLC | History | New | 3,788 | 291 | 0.02% | — | 332 | +3,788 | New | Q3 2026 | Oct 21, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 6,402 | 291 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | New | 3,760 | 289 | 0.01% | — | 334 | +3,760 | New | Q3 2026 | Oct 28, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 6,359 | 289 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Headlands Technologies LLC | History | No change | 6,201 | 282 | 0.03% | 0.03% | 335 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | New | 3,649 | 280 | 0.0% | — | 336 | +3,649 | New | Q3 2026 | Oct 28, 2026 |
| CIBC Asset Management Inc | History | New | 3,616 | 278 | 0.0% | — | 338 | +3,616 | New | Q3 2026 | Nov 05, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 6,110 | 278 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | New | 3,585 | 275 | 0.0% | — | 340 | +3,585 | New | Q3 2026 | Nov 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,062 | 275 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SYM FINANCIAL Corp | History | New | 3,573 | 274 | 0.02% | — | 341 | +3,573 | New | Q3 2026 | Oct 26, 2026 |
| Scientech Research LLC | History | No change | 6,016 | 273 | 0.22% | 0.22% | 342 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HUB Investment Partners, LLC | History | New | 3,527 | 271 | 0.0% | — | 344 | +3,527 | New | Q3 2026 | Nov 03, 2026 |
| AE Wealth Management LLC | History | No change | 5,973 | 271 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 3,502 | 269 | 0.01% | — | 345 | +3,502 | New | Q3 2026 | Nov 02, 2026 |
| GK Wealth Management LLC | History | New | 3,466 | 266 | 0.15% | — | 347 | +3,466 | New | Q3 2026 | Oct 09, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 5,865 | 266 | 0.04% | 0.04% | 346 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 3,439 | 264 | 0.01% | — | 349 | +3,439 | New | Q3 2026 | Oct 22, 2026 |
| JT Stratford LLC | History | No change | 5,805 | 264 | 0.03% | 0.03% | 348 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnetar Financial LLC | History | No change | 5,604 | 255 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PHILADELPHIA TRUST CO | History | New | 3,283 | 253 | 0.02% | — | 352 | +3,283 | New | Q3 2026 | Nov 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,290 | 253 | 0.01% | 0.0% | 351 | +507 | 18.22% | Q3 2026 | Nov 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,284 | 252 | 0.0% | 0.0% | 353 | +234 | 7.67% | Q3 2026 | Nov 03, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 5,419 | 246 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 3,187 | 245 | 0.0% | — | 355 | +3,187 | New | Q3 2026 | Oct 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 5,284 | 240 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accurate Wealth Management, LLC | History | New | 2,605 | 237 | 0.02% | — | 357 | +2,605 | New | Q3 2026 | Oct 20, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | New | 3,850 | 236 | 0.11% | — | 358 | +3,850 | New | Q3 2026 | Oct 28, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | New | 3,039 | 233 | 0.03% | — | 360 | +3,039 | New | Q3 2026 | Oct 09, 2026 |
| COMMERCE BANK | History | No change | 5,126 | 233 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 4,949 | 225 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Perigon Wealth Management, LLC | History | New | 2,914 | 224 | 0.0% | — | 362 | +2,914 | New | Q3 2026 | Oct 22, 2026 |
| SAGE RHINO CAPITAL LLC | History | New | 2,890 | 222 | 0.04% | — | 363 | +2,890 | New | Q3 2026 | Oct 27, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | New | 2,879 | 221 | 0.08% | — | 364 | +2,879 | New | Q3 2026 | Oct 26, 2026 |
| Baker Avenue Asset Management, LP | History | New | 2,868 | 220 | 0.0% | — | 367 | +2,868 | New | Q3 2026 | Nov 05, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 2,865 | 220 | 0.09% | — | 368 | +2,865 | New | Q3 2026 | Oct 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,852 | 220 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McGowan Group Asset Management, Inc. | History | No change | 4,838 | 220 | 0.03% | 0.03% | 366 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | No change | 2,844 | 219 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,798 | 218 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 4,792 | 218 | 0.02% | 0.02% | 371 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wedmont Private Capital | History | New | 2,421 | 216 | 0.01% | — | 372 | +2,421 | New | Q3 2026 | Oct 09, 2026 |
| Ballentine Partners, LLC | History | No change | 4,699 | 213 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 2,762 | 212 | 0.0% | — | 374 | +2,762 | New | Q3 2026 | Nov 05, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 2,738 | 210 | 0.0% | — | 376 | +2,738 | New | Q3 2026 | Nov 04, 2026 |
| Waverly Advisors, LLC | History | No change | 4,614 | 210 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 2,283 | 208 | 0.01% | — | 378 | +2,283 | New | Q3 2026 | Oct 20, 2026 |
| Sciencast Management LP | History | No change | 4,573 | 208 | 0.04% | 0.04% | 377 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 4,533 | 206 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Resonant Capital Advisors, LLC | History | New | 2,647 | 203 | 0.01% | — | 380 | +2,647 | New | Q3 2026 | Oct 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 4,406 | 200 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Added to | 2,360 | 181 | 0.08% | 0.04% | 382 | +305 | 14.84% | Q3 2026 | Oct 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | Reduced | 2,396 | 180 | 0.0% | 0.0% | 383 | -101 | -4.04% | Q3 2026 | Nov 06, 2026 |
| Caption Management, LLC | History | No change | 3,912 | 178 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 2,117 | 162 | 0.01% | — | 386 | +2,117 | New | Q3 2026 | Oct 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 3,548 | 162 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Leonteq Securities AG | History | Added to | 2,077 | 159 | 0.01% | 0.0% | 387 | +1,200 | 136.83% | Q3 2026 | Oct 29, 2026 |
| Nykredit A/S | History | No change | 3,267 | 148 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Daiwa Securities Group Inc. | History | New | 1,911 | 147 | 0.0% | — | 389 | +1,911 | New | Q3 2026 | Oct 29, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 3,170 | 144 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 2,776 | 126 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,480 | 112 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Deseret Mutual Benefit Administrators | History | Reduced | 1,358 | 104 | 0.04% | 0.03% | 393 | -433 | -24.18% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,326 | 102 | 0.0% | 0.0% | 394 | -125 | -8.61% | Q3 2026 | Oct 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,259 | 102 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quarry LP | History | No change | 2,026 | 92 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | Added to | 1,152 | 88 | 0.02% | 0.01% | 397 | +9 | 0.79% | Q3 2026 | Oct 13, 2026 |
| UMB Bank, n.a. | History | No change | 1,920 | 87 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rakuten Securities, Inc. | History | New | 1,120 | 86 | 0.02% | — | 399 | +1,120 | New | Q3 2026 | Nov 02, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 1,092 | 84 | 0.01% | 0.01% | 400 | -694 | -38.86% | Q3 2026 | Oct 22, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,094 | 84 | 0.0% | 0.0% | 402 | +653 | 148.07% | Q3 2026 | Oct 21, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,859 | 84 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elyxium Wealth, LLC | History | New | 979 | 75 | 0.01% | — | 403 | +979 | New | Q3 2026 | Oct 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 966 | 74 | 0.0% | — | 405 | +966 | New | Q3 2026 | Oct 28, 2026 |
| Quent Capital, LLC | History | No change | 1,640 | 74 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,532 | 71 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 895 | 68 | 0.01% | — | 407 | +895 | New | Q3 2026 | Nov 05, 2026 |
| Gen-Wealth Partners Inc | History | New | 859 | 66 | 0.02% | — | 408 | +859 | New | Q3 2026 | Nov 04, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 817 | 62 | 0.1% | 0.03% | 409 | -1,207 | -59.63% | Q3 2026 | Oct 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 817 | 62 | 0.01% | 0.0% | 410 | +25 | 3.16% | Q3 2026 | Oct 01, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 753 | 57 | 0.01% | 0.0% | 411 | +566 | 302.67% | Q3 2026 | Oct 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 685 | 52 | 0.0% | 0.0% | 412 | -140 | -16.97% | Q3 2026 | Oct 05, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 655 | 50 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Ares Financial Consulting, LLC | History | No change | 619 | 47 | 0.03% | 0.02% | 414 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Elequin Capital, LP | History | No change | 1,031 | 46 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Carolina Wealth Advisors, LLC | History | New | 572 | 44 | 0.02% | — | 416 | +572 | New | Q3 2026 | Oct 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 907 | 43 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 557 | 42 | 0.0% | 0.0% | 418 | +207 | 59.14% | Q3 2026 | Oct 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 909 | 41 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REAP Financial Group, LLC | History | New | 507 | 39 | 0.01% | — | 420 | +507 | New | Q3 2026 | Nov 02, 2026 |
| MATHER GROUP, LLC. | History | New | 485 | 37 | 0.0% | — | 421 | +485 | New | Q3 2026 | Oct 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 476 | 36 | 0.0% | 0.0% | 422 | +131 | 37.97% | Q3 2026 | Oct 27, 2026 |
| Key FInancial Inc | History | Added to | 474 | 36 | 0.01% | 0.0% | 423 | +1 | 0.21% | Q3 2026 | Nov 02, 2026 |
| Larson Financial Group LLC | History | Added to | 455 | 35 | 0.0% | 0.0% | 424 | +273 | 150.0% | Q3 2026 | Nov 05, 2026 |
| Optiver Holding B.V. | History | No change | 772 | 35 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 750 | 34 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 726 | 33 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 726 | 33 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Citizens National Bank Trust Department | History | New | 420 | 32 | 0.0% | — | 430 | +420 | New | Q3 2026 | Nov 04, 2026 |
| BESSEMER GROUP INC | History | No change | 698 | 32 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | Added to | 361 | 27 | 0.0% | 0.0% | 431 | +18 | 5.25% | Q3 2026 | Oct 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 586 | 26 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 326 | 25 | 0.01% | 0.0% | 434 | -142 | -30.34% | Q3 2026 | Oct 19, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 330 | 25 | 0.0% | 0.0% | 433 | +36 | 12.24% | Q3 2026 | Oct 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 542 | 24 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 508 | 23 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 288 | 22 | 0.01% | — | 438 | +288 | New | Q3 2026 | Oct 21, 2026 |
| Strive Financial Group ,LLC | History | No change | 500 | 22 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACQUARIE GROUP LTD | History | No change | 475 | 21 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Raleigh Capital Management Inc. | History | New | 273 | 20 | 0.01% | — | 440 | +273 | New | Q3 2026 | Oct 28, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 438 | 19 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 232 | 17 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 387 | 17 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Reduced | 201 | 16 | 0.01% | 0.01% | 444 | -10 | -4.74% | Q3 2026 | Oct 30, 2026 |
| McCarley & Cook Financial Planners | History | New | 200 | 15 | 0.01% | — | 447 | +200 | New | Q3 2026 | Oct 21, 2026 |
| North Star Investment Management Corp. | History | Reduced | 200 | 15 | 0.0% | 0.0% | 445 | -35 | -14.89% | Q3 2026 | Oct 27, 2026 |
| Hilltop National Bank | History | No change | 200 | 15 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 158 | 12 | 0.0% | 0.0% | 448 | +101 | 177.19% | Q3 2026 | Oct 07, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 153 | 11 | 0.0% | — | 449 | +153 | New | Q3 2026 | Oct 30, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 141 | 10 | 0.0% | — | 455 | +141 | New | Q3 2026 | Oct 29, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 135 | 10 | 0.0% | — | 456 | +135 | New | Q3 2026 | Oct 30, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 139 | 10 | 0.0% | 0.0% | 452 | +91 | 189.58% | Q3 2026 | Oct 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 225 | 10 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Trust, LLC | History | No change | 229 | 10 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPL Wealth Management, LLC | History | No change | 238 | 10 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 240 | 10 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 124 | 9 | 0.0% | 0.0% | 458 | -48 | -27.91% | Q3 2026 | Oct 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 204 | 9 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | No change | 129 | 9 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 104 | 8 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| CVA Family Office, LLC | History | No change | 191 | 8 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 99 | 7 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Activest Wealth Management | History | No change | 98 | 7 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Sachetta, LLC | History | No change | 169 | 7 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 88 | 6 | 0.0% | 0.0% | 465 | -2 | -2.22% | Q3 2026 | Oct 22, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 142 | 6 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Winch Advisory Services, LLC | History | No change | 145 | 6 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | New | 66 | 5 | 0.0% | — | 470 | +66 | New | Q3 2026 | Nov 02, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 129 | 5 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 119 | 5 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Westside Investment Management, Inc. | History | New | 10 | 4 | 0.0% | — | 476 | +10 | New | Q3 2026 | Nov 02, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 61 | 4 | 0.0% | 0.0% | 472 | +9 | 17.31% | Q3 2026 | Oct 28, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 98 | 4 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 104 | 4 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 108 | 4 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 55 | 4 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Tributary Capital Management, LLC | History | New | 45 | 3 | 0.0% | — | 484 | +45 | New | Q3 2026 | Oct 28, 2026 |
| WPG Advisers, LLC | History | Reduced | 39 | 3 | 0.0% | 0.0% | 481 | -25 | -39.06% | Q3 2026 | Oct 27, 2026 |
| Bare Financial Services, Inc | History | Added to | 45 | 3 | 0.0% | 0.0% | 479 | +12 | 36.36% | Q3 2026 | Nov 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 87 | 3 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avion Wealth | History | No change | 46 | 3 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Kilter Group LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Torren Management, LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 71 | 3 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | New | 38 | 2 | 0.0% | — | 491 | +38 | New | Q3 2026 | Oct 15, 2026 |
| New England Capital Financial Advisors LLC | History | New | 35 | 2 | 0.0% | — | 492 | +35 | New | Q3 2026 | Nov 03, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 30 | 2 | 0.0% | — | 493 | +30 | New | Q3 2026 | Oct 16, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 35 | 2 | 0.0% | — | 488 | +15 | 75.0% | Q3 2026 | Oct 20, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 33 | 2 | 0.0% | 0.0% | 487 | +8 | 32.0% | Q3 2026 | Nov 03, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 48 | 2 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Manchester Capital Management LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| TFC Financial Management, Inc. | History | No change | 27 | 2 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Rialto Wealth Management, LLC | History | No change | 61 | 2 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Canton Hathaway, LLC | History | New | 24 | 1 | 0.0% | — | 501 | +24 | New | Q3 2026 | Oct 23, 2026 |
| Ascentis Wealth Management, LLC | History | New | 21 | 1 | 0.0% | — | 502 | +21 | New | Q3 2026 | Nov 03, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 20 | 1 | 0.0% | — | 500 | +20 | New | Q3 2026 | Oct 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 23 | 1 | 0.0% | 0.0% | 494 | -1 | -4.17% | Q3 2026 | Oct 23, 2026 |
| Trust Co | History | No change | 19 | 1 | 0.0% | — | 495 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| SHP Wealth Management | History | No change | 28 | 1 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 21 | 1 | 0.0% | — | 497 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 25 | 1 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -53,727 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Union Bancaire Privee, UBP SA | History | Closed out | 0 | 0 | — | 0.02% | — | -46,556 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Burns Matteson Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -11,620 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Perpetual Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -9,308 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.02% | — | -800 | -100.0% | Q3 2026 | Oct 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -179 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q3 2026 | Oct 15, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q3 2026 | Oct 26, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 1 | 0 | — | — | — | -15 | -93.75% | Q3 2026 | Oct 29, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 23, 2026 |
| Latitude Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 27, 2026 |
| Ascentis Independent Advisors | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Nov 03, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Nov 03, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 23, 2026 |
| Planning Strategies Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 02, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 23, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q3 2026 | Oct 27, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 15, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| WHITTIER TRUST CO | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LRI Investments, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HFM Investment Advisors, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |