Phillips Edison & Company, Inc. - PECO
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 | 23,307,528 | 970,059 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 14,398,478 | 599,264 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 7,290,689 | 304,204 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 5,728,291 | 238,411 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 4,220,531 | 175,658 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 4,011,362 | 166,952 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 3,767,699 | 156,837 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 3,351,653 | 139,495 | 0.08% | 0.08% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,939,127 | 122,326 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,468,884 | 102,754 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,346,911 | 97,678 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | No change | 2,006,105 | 83,494 | 0.79% | 0.79% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,928,640 | 81,681 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,941,342 | 72,491 | 0.01% | 0.01% | 14 | +24,289 | 1.27% | Q3 2026 | Nov 04, 2026 |
| NORGES BANK | History | No change | 1,652,337 | 68,770 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,123,351 | 46,753 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 998,094 | 41,540 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 994,906 | 41,407 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alyeska Investment Group, L.P. | History | No change | 969,995 | 40,371 | 0.1% | 0.1% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 946,006 | 39,374 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 901,192 | 37,507 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 840,299 | 34,973 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 836,830 | 34,828 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 805,923 | 33,542 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 770,034 | 32,048 | 0.16% | 0.16% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 847,196 | 31,634 | 0.02% | 0.01% | 26 | +238,182 | 39.11% | Q3 2026 | Nov 02, 2026 |
| Legal & General Group Plc | History | No change | 750,049 | 31,217 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 681,402 | 28,359 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 641,969 | 26,718 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 635,548 | 26,452 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 615,054 | 25,598 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hudson Bay Capital Management LP | History | No change | 598,996 | 24,930 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 563,639 | 23,458 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 560,089 | 23,310 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 509,030 | 21,185 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 481,848 | 20,054 | 0.36% | 0.36% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 456,216 | 18,987 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 432,856 | 18,015 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 383,820 | 15,974 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 371,940 | 15,480 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALGERT GLOBAL LLC | History | No change | 369,750 | 15,388 | 0.18% | 0.18% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 342,026 | 14,426 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RHUMBLINE ADVISERS | History | No change | 331,637 | 13,802 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 339,781 | 12,687 | 0.02% | 0.01% | 44 | +232,401 | 216.43% | Q3 2026 | Oct 20, 2026 |
| Engineers Gate Manager LP | History | No change | 297,382 | 12,377 | 0.16% | 0.16% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 274,388 | 11,420 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 297,451 | 11,107 | 0.02% | 0.03% | 47 | -5,159 | -1.7% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 265,798 | 11,062 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 263,965 | 10,994 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 252,800 | 10,521 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sophron Capital Management L.P. | History | No change | 251,859 | 10,482 | 3.25% | 3.25% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 267,614 | 9,992 | 0.03% | 0.03% | 52 | +20,196 | 8.16% | Q3 2026 | Oct 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 237,191 | 9,871 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 231,934 | 9,653 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 231,255 | 9,624 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 204,770 | 8,522 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 188,495 | 7,845 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 187,417 | 7,800 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 185,000 | 7,699 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 181,848 | 7,568 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 170,653 | 7,102 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 179,014 | 6,698 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 159,122 | 6,622 | 0.11% | 0.11% | 63 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 170,921 | 6,382 | 0.01% | 0.02% | 64 | -233,283 | -57.71% | Q3 2026 | Nov 02, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 151,540 | 6,308 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 151,562 | 6,308 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 149,276 | 6,212 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 148,311 | 6,172 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 144,937 | 6,032 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 143,858 | 5,987 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 142,192 | 5,918 | 0.09% | 0.09% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 130,942 | 5,449 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aberdeen Group plc | History | No change | 130,558 | 5,433 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SEI INVESTMENTS CO | History | No change | 129,052 | 5,371 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 122,448 | 5,096 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McAdam, LLC | History | Reduced | 135,811 | 5,071 | 0.19% | 0.22% | 76 | -46 | -0.03% | Q3 2026 | Oct 21, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 120,681 | 5,022 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 116,223 | 4,837 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 115,660 | 4,813 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 125,615 | 4,690 | 0.02% | 0.02% | 80 | +1,979 | 1.6% | Q3 2026 | Nov 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 111,417 | 4,637 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 110,900 | 4,615 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 123,504 | 4,611 | 0.01% | 0.01% | 83 | -4,956 | -3.86% | Q3 2026 | Nov 02, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 122,417 | 4,571 | 0.0% | 0.0% | 84 | -11,522 | -8.6% | Q3 2026 | Oct 29, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 118,725 | 4,433 | 0.0% | 0.0% | 85 | +11,174 | 10.39% | Q3 2026 | Nov 04, 2026 |
| CITIGROUP INC | History | Reduced | 117,739 | 4,396 | 0.0% | 0.0% | 86 | -60,361 | -33.89% | Q3 2026 | Nov 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 103,863 | 4,323 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACQUARIE GROUP LTD | History | No change | 98,466 | 4,098 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 97,465 | 4,056 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 96,847 | 4,030 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 93,789 | 3,903 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 89,539 | 3,726 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 98,892 | 3,692 | 0.0% | 0.0% | 93 | +2,611 | 2.71% | Q3 2026 | Nov 02, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 87,770 | 3,652 | 0.09% | 0.09% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 97,609 | 3,644 | 0.04% | 0.04% | 95 | -957 | -0.97% | Q3 2026 | Oct 23, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 85,259 | 3,548 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 84,230 | 3,506 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 90,989 | 3,396 | 0.04% | 0.05% | 98 | -20,576 | -18.44% | Q3 2026 | Oct 15, 2026 |
| Quantbot Technologies LP | History | No change | 81,516 | 3,392 | 0.13% | 0.13% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 80,746 | 3,360 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 88,561 | 3,306 | 0.03% | 0.04% | 101 | -975 | -1.09% | Q3 2026 | Oct 20, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 88,374 | 3,300 | 0.22% | 0.23% | 102 | +8,677 | 10.89% | Q3 2026 | Oct 22, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 88,259 | 3,295 | 0.01% | 0.01% | 103 | -877 | -0.98% | Q3 2026 | Nov 02, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 79,001 | 3,288 | 0.06% | 0.06% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 78,595 | 3,271 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | No change | 76,772 | 3,195 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 75,322 | 3,134 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 75,003 | 3,121 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 73,001 | 3,038 | 0.06% | 0.06% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | No change | 70,815 | 2,947 | 0.48% | 0.48% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 70,035 | 2,914 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 74,115 | 2,767 | 0.05% | 0.06% | 112 | +788 | 1.07% | Q3 2026 | Oct 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 73,869 | 2,758 | 0.01% | 0.01% | 113 | +12,787 | 20.93% | Q3 2026 | Oct 28, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 66,130 | 2,752 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 64,689 | 2,692 | 0.12% | 0.12% | 115 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cerity Partners LLC | History | No change | 64,569 | 2,687 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 61,379 | 2,555 | 0.1% | 0.1% | 117 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 59,285 | 2,467 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 57,691 | 2,401 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 64,127 | 2,397 | 0.0% | 0.0% | 120 | +3,470 | 5.72% | Q3 2026 | Oct 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 64,046 | 2,391 | 0.03% | 0.03% | 121 | +336 | 0.53% | Q3 2026 | Nov 05, 2026 |
| Vert Asset Management LLC | History | Reduced | 63,474 | 2,370 | 0.7% | 0.72% | 122 | -132 | -0.21% | Q3 2026 | Oct 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 63,057 | 2,354 | 0.05% | — | 123 | +63,057 | New | Q3 2026 | Oct 16, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 55,426 | 2,338 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 55,751 | 2,320 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 54,921 | 2,285 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 51,707 | 2,152 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 56,556 | 2,125 | 0.0% | 0.0% | 128 | +28,316 | 100.27% | Q3 2026 | Oct 27, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 50,000 | 2,081 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 54,800 | 2,046 | 0.03% | 0.03% | 130 | -400 | -0.72% | Q3 2026 | Oct 20, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 48,315 | 2,010 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 52,038 | 1,943 | 0.01% | 0.02% | 132 | -38,500 | -42.52% | Q3 2026 | Oct 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 45,315 | 1,886 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 45,338 | 1,886 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 45,006 | 1,873 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 44,789 | 1,864 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 49,706 | 1,856 | 0.0% | 0.0% | 137 | +1,520 | 3.15% | Q3 2026 | Oct 29, 2026 |
| BARCLAYS PLC | History | No change | 44,248 | 1,841 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 43,905 | 1,822 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 43,540 | 1,812 | 0.24% | 0.24% | 140 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| AE Wealth Management LLC | History | No change | 42,773 | 1,780 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 42,705 | 1,777 | 0.11% | 0.11% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 40,540 | 1,687 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 39,585 | 1,647 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 38,200 | 1,590 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 38,037 | 1,583 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 37,972 | 1,580 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 41,766 | 1,559 | 0.33% | 0.38% | 148 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| ALLSTATE CORP | History | No change | 36,719 | 1,528 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 40,480 | 1,511 | 0.07% | 0.08% | 150 | -2,208 | -5.17% | Q3 2026 | Oct 20, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 36,279 | 1,509 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Point72 Asset Management, L.P. | History | No change | 36,228 | 1,507 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 39,991 | 1,493 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 35,787 | 1,489 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 35,678 | 1,484 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B&I Capital AG | History | No change | 35,068 | 1,459 | 3.22% | 3.22% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 34,990 | 1,456 | 0.19% | 0.19% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 34,807 | 1,448 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polaris Capital Management, LLC | History | Reduced | 38,700 | 1,445 | 0.15% | 0.21% | 159 | -13,900 | -26.43% | Q3 2026 | Oct 21, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 34,493 | 1,435 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 34,167 | 1,422 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 33,690 | 1,402 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 33,612 | 1,398 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 33,401 | 1,390 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Metis Global Partners, LLC | History | No change | 32,860 | 1,367 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cooper Financial Group | History | No change | 36,635 | 1,367 | 0.11% | 0.13% | 166 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| STRS OHIO | History | Added to | 35,600 | 1,329 | 0.0% | 0.0% | 167 | +10,400 | 41.27% | Q3 2026 | Oct 30, 2026 |
| Arizona State Retirement System | History | Added to | 35,480 | 1,324 | 0.01% | 0.01% | 168 | +722 | 2.08% | Q3 2026 | Nov 03, 2026 |
| Achmea Investment Management B.V. | History | New | 35,017 | 1,308 | 0.01% | — | 169 | +35,017 | New | Q3 2026 | Oct 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 31,316 | 1,303 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | New | 34,353 | 1,282 | 0.01% | — | 171 | +34,353 | New | Q3 2026 | Oct 21, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 30,700 | 1,280 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 33,733 | 1,259 | 0.01% | 0.02% | 173 | -383 | -1.12% | Q3 2026 | Oct 22, 2026 |
| Focus Partners Wealth | History | No change | 29,983 | 1,247 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 33,364 | 1,246 | 0.01% | 0.01% | 175 | -556 | -1.64% | Q3 2026 | Oct 23, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 33,334 | 1,244 | 0.07% | 0.07% | 176 | +25 | 0.08% | Q3 2026 | Oct 29, 2026 |
| PFG Investments, LLC | History | No change | 29,426 | 1,224 | 0.05% | 0.05% | 177 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 32,195 | 1,202 | 0.0% | 0.0% | 178 | +1,895 | 6.25% | Q3 2026 | Oct 22, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 28,104 | 1,169 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 27,954 | 1,163 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | No change | 27,419 | 1,141 | 0.23% | 0.23% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 30,538 | 1,140 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 26,833 | 1,116 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 26,336 | 1,096 | 0.05% | 0.05% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 26,134 | 1,088 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 28,856 | 1,077 | 0.01% | 0.01% | 186 | +200 | 0.7% | Q3 2026 | Oct 29, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 27,336 | 1,035 | 0.02% | 0.02% | 187 | +2,965 | 12.17% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 27,336 | 1,035 | 0.02% | 0.02% | 188 | +2,965 | 12.17% | Q3 2026 | Oct 20, 2026 |
| Vestcor Inc | History | No change | 24,769 | 1,031 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 24,399 | 1,015 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFM Investors Pty Ltd | History | Added to | 25,878 | 966 | 0.01% | 0.01% | 191 | +5,277 | 25.62% | Q3 2026 | Oct 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 22,961 | 955 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blankinship & Foster, LLC | History | No change | 25,558 | 954 | 0.19% | 0.21% | 193 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Pensionfund PDN | History | No change | 25,500 | 952 | 0.56% | 0.55% | 194 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 22,800 | 948 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Foresight Group Ltd Liability Partnership | History | No change | 22,347 | 941 | 0.17% | 0.17% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Erste Asset Management GmbH | History | No change | 22,100 | 933 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Accel Wealth Management | History | Reduced | 24,517 | 915 | 0.2% | 0.23% | 198 | -269 | -1.09% | Q3 2026 | Oct 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 21,728 | 904 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cambria Investment Management, L.P. | History | No change | 20,973 | 872 | 0.04% | 0.04% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCW GROUP INC | History | No change | 19,914 | 828 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 19,881 | 827 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 19,882 | 827 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 19,236 | 802 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 21,341 | 796 | 0.43% | 0.49% | 205 | -359 | -1.65% | Q3 2026 | Oct 19, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 18,992 | 790 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| M Holdings Securities, Inc. | History | Added to | 20,502 | 787 | 0.05% | 0.12% | 207 | +27 | 0.13% | Q3 2026 | Nov 03, 2026 |
| Provident Investment Management, Inc. | History | Reduced | 20,945 | 782 | 0.08% | 0.09% | 208 | -150 | -0.71% | Q3 2026 | Oct 23, 2026 |
| Brookstone Capital Management | History | Reduced | 20,890 | 780 | 0.01% | 0.01% | 209 | -2,183 | -9.46% | Q3 2026 | Oct 22, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 18,515 | 770 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 18,461 | 768 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Maryland State Retirement & Pension System | History | No change | 18,417 | 766 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 17,995 | 748 | 0.11% | 0.11% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 17,657 | 734 | 0.3% | 0.3% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 17,509 | 728 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RMR Wealth Builders | History | Reduced | 19,375 | 723 | 0.04% | 0.05% | 216 | -3 | -0.02% | Q3 2026 | Oct 22, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 17,318 | 720 | 0.26% | 0.26% | 217 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 17,263 | 718 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 18,461 | 689 | 0.02% | 0.02% | 219 | -2,540 | -12.09% | Q3 2026 | Oct 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 16,400 | 682 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 17,998 | 672 | 0.0% | 0.0% | 221 | -334 | -1.82% | Q3 2026 | Oct 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 15,992 | 665 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Massar Capital Management, LP | History | No change | 15,939 | 663 | 0.06% | 0.06% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 17,668 | 659 | 0.0% | 0.0% | 224 | -2,559 | -12.65% | Q3 2026 | Nov 03, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 15,570 | 648 | 0.14% | 0.14% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 15,431 | 642 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ducere Wealth Management LLC | History | No change | 15,404 | 641 | 0.19% | 0.19% | 227 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 15,356 | 639 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 15,137 | 630 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independent Advisor Alliance | History | No change | 14,271 | 593 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 14,179 | 590 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INCEPTIONR LLC | History | No change | 13,891 | 578 | 0.14% | 0.14% | 232 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 13,751 | 572 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sage Capital Management, LLC | History | Added to | 15,282 | 570 | 0.22% | 0.25% | 234 | +45 | 0.3% | Q3 2026 | Oct 20, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 13,655 | 568 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UniSuper Management Pty Ltd | History | No change | 15,200 | 567 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Dynamic Financial Group | History | No change | 14,393 | 537 | 0.39% | 0.45% | 237 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 12,738 | 530 | 0.09% | 0.09% | 238 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 12,683 | 527 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vident Advisory, LLC | History | No change | 12,675 | 527 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 14,072 | 525 | 0.0% | 0.0% | 241 | +102 | 0.73% | Q3 2026 | Oct 21, 2026 |
| Savant Capital, LLC | History | No change | 12,956 | 514 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fiduciary Alliance LLC | History | No change | 13,728 | 512 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| TCP Asset Management, LLC | History | Added to | 13,340 | 503 | 0.06% | 0.06% | 244 | +34 | 0.26% | Q3 2026 | Oct 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 12,049 | 501 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 12,024 | 500 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 11,849 | 493 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 11,689 | 486 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 11,515 | 479 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 11,469 | 477 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pensionfund Sabic | History | No change | 12,500 | 467 | 0.56% | 0.56% | 251 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| XPONANCE LLC | History | Reduced | 12,498 | 466 | 0.0% | 0.0% | 252 | -271 | -2.12% | Q3 2026 | Nov 03, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 11,205 | 466 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| RFG Advisory, LLC | History | Added to | 12,327 | 460 | 0.01% | 0.01% | 254 | +405 | 3.4% | Q3 2026 | Nov 03, 2026 |
| Hendershot Investments Inc. | History | No change | 11,021 | 458 | 0.06% | 0.06% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 11,898 | 444 | 0.15% | 0.17% | 256 | -44 | -0.37% | Q3 2026 | Nov 04, 2026 |
| SUN LIFE FINANCIAL INC | History | No change | 10,630 | 442 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisor OS, LLC | History | Reduced | 11,743 | 438 | 0.03% | 0.07% | 258 | -12,342 | -51.24% | Q3 2026 | Nov 03, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 10,380 | 432 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 10,367 | 431 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 10,229 | 425 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,900 | 412 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Kovack Advisors, Inc. | History | No change | 9,761 | 405 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JMN Financial LLC | History | No change | 9,646 | 402 | 0.31% | 0.31% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ellevest, Inc. | History | No change | 9,613 | 400 | 0.05% | 0.05% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aspen Grove Capital, LLC | History | No change | 9,556 | 398 | 0.06% | 0.06% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 9,542 | 397 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 10,614 | 396 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 9,444 | 393 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apeiron RIA LLC | History | Reduced | 10,372 | 388 | 0.09% | 0.11% | 271 | -233 | -2.2% | Q3 2026 | Oct 08, 2026 |
| Sanctuary Advisors, LLC | History | No change | 9,327 | 388 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 9,238 | 384 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 9,244 | 384 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 10,221 | 382 | 0.0% | 0.0% | 274 | +2,586 | 33.87% | Q3 2026 | Oct 20, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 9,746 | 373 | 0.01% | 0.01% | 275 | +62 | 0.64% | Q3 2026 | Oct 30, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 9,688 | 361 | 0.15% | 0.18% | 276 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 9,442 | 352 | 0.11% | 0.12% | 277 | +74 | 0.79% | Q3 2026 | Oct 28, 2026 |
| Neuberger Berman Group LLC | History | No change | 8,232 | 342 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Peak Asset Management, LLC | History | No change | 8,214 | 341 | 0.05% | 0.05% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 9,117 | 340 | 0.01% | 0.01% | 280 | +2,461 | 36.97% | Q3 2026 | Oct 21, 2026 |
| MARSHALL WACE, LLP | History | No change | 8,160 | 339 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | Reduced | 8,844 | 330 | 0.01% | 0.01% | 282 | -928 | -9.5% | Q3 2026 | Oct 23, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 8,827 | 329 | 0.04% | 0.05% | 283 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 8,779 | 327 | 0.02% | 0.02% | 284 | +11 | 0.13% | Q3 2026 | Oct 08, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 8,709 | 325 | 0.01% | 0.01% | 285 | -1,483 | -14.55% | Q3 2026 | Nov 03, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 8,677 | 324 | 0.01% | 0.01% | 286 | +305 | 3.64% | Q3 2026 | Nov 02, 2026 |
| Allworth Financial LP | History | No change | 7,782 | 323 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Curi Capital, LLC | History | No change | 7,734 | 322 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fieldview Capital Management, LLC | History | No change | 7,698 | 320 | 0.09% | 0.09% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 7,667 | 319 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 7,549 | 314 | 0.08% | 0.08% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 8,380 | 313 | 0.01% | 0.0% | 292 | +2,400 | 40.13% | Q3 2026 | Oct 23, 2026 |
| Rehmann Capital Advisory Group | History | No change | 7,540 | 313 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | No change | 7,457 | 310 | 0.23% | 0.23% | 294 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 7,293 | 303 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aljian Capital Management, LLC | History | No change | 8,074 | 301 | 0.05% | 0.06% | 296 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 7,073 | 295 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 7,919 | 295 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| IHT Wealth Management, LLC | History | No change | 6,889 | 286 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 6,864 | 285 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ignite Planners, LLC | History | No change | 7,538 | 281 | 0.04% | 0.04% | 301 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Castleview Partners, LLC | History | No change | 7,507 | 280 | 0.12% | 0.14% | 302 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| CIBC Asset Management Inc | History | Reduced | 7,431 | 277 | 0.0% | 0.0% | 303 | -7 | -0.09% | Q3 2026 | Nov 05, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 6,638 | 276 | 0.02% | 0.02% | 304 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bright Futures Wealth Management, LLC. | History | No change | 7,195 | 268 | 0.19% | 0.19% | 305 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 7,102 | 265 | 0.02% | 0.02% | 306 | -666 | -8.57% | Q3 2026 | Oct 26, 2026 |
| TOWER BRIDGE ADVISORS | History | No change | 6,350 | 264 | 0.02% | 0.02% | 307 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kure Advisory, LLC | History | Added to | 7,049 | 263 | 0.12% | 0.14% | 308 | +9 | 0.13% | Q3 2026 | Oct 08, 2026 |
| Three Bridge Wealth Advisors, LLC | History | No change | 6,242 | 260 | 0.07% | 0.07% | 309 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 6,213 | 258 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 6,041 | 251 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 6,045 | 251 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 5,952 | 247 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Southern Financial Group, LLC | History | Added to | 6,551 | 244 | 0.07% | 0.07% | 314 | +52 | 0.8% | Q3 2026 | Oct 30, 2026 |
| GenTrust, LLC | History | No change | 5,833 | 243 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Plan A Wealth LLC | History | Added to | 6,493 | 242 | 0.09% | 0.11% | 316 | +51 | 0.79% | Q3 2026 | Oct 08, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 6,410 | 239 | 0.0% | 0.0% | 317 | -410 | -6.01% | Q3 2026 | Oct 21, 2026 |
| Belpointe Asset Management LLC | History | No change | 5,704 | 237 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 6,338 | 236 | 0.03% | 0.04% | 321 | -315 | -4.73% | Q3 2026 | Nov 04, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 5,675 | 236 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DnB Asset Management AS | History | No change | 5,682 | 236 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Canton Hathaway, LLC | History | No change | 6,274 | 234 | 0.05% | 0.05% | 322 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 5,633 | 234 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 6,255 | 233 | 0.03% | 0.05% | 324 | -1,335 | -17.59% | Q3 2026 | Oct 23, 2026 |
| Norinchukin Bank, The | History | No change | 5,447 | 226 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 5,386 | 224 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| iA Global Asset Management Inc. | History | New | 5,932 | 222 | 0.0% | — | 328 | +5,932 | New | Q3 2026 | Oct 29, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 5,952 | 222 | 0.01% | 0.01% | 327 | -687 | -10.35% | Q3 2026 | Oct 28, 2026 |
| Advisory Resource Group | History | No change | 5,914 | 220 | 0.03% | 0.04% | 329 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| MCF Advisors LLC | History | No change | 5,843 | 218 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,034 | 213 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Continuum Advisory, LLC | History | No change | 5,067 | 210 | 0.02% | 0.02% | 332 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lido Advisors, LLC | History | New | 5,612 | 209 | 0.0% | — | 333 | +5,612 | New | Q3 2026 | Nov 04, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 5,014 | 208 | 0.03% | 0.03% | 334 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larry Mathis Financial Planning, LLC | History | No change | 5,561 | 207 | 0.18% | 0.18% | 335 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Vise Technologies, Inc. | History | Reduced | 5,527 | 206 | 0.0% | 0.0% | 336 | -345 | -5.88% | Q3 2026 | Oct 28, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 5,505 | 205 | 0.02% | — | 339 | +5,505 | New | Q3 2026 | Oct 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 4,935 | 205 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SageGuard Financial Group, LLC | History | No change | 4,940 | 205 | 0.03% | 0.03% | 338 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 4,876 | 202 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 5,150 | 192 | 0.01% | 0.01% | 341 | -95 | -1.81% | Q3 2026 | Oct 08, 2026 |
| NFSG Corp | History | Reduced | 5,038 | 188 | 0.02% | 0.05% | 342 | -3,760 | -42.74% | Q3 2026 | Oct 15, 2026 |
| US BANCORP \DE\ | History | No change | 4,326 | 180 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 4,076 | 169 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eukles Asset Management | History | No change | 4,174 | 155 | 0.06% | 0.07% | 345 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Employees Retirement System of Texas | History | No change | 3,458 | 144 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,372 | 140 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 3,299 | 137 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TSFG, LLC | History | Added to | 3,612 | 135 | 0.03% | 0.02% | 350 | +29 | 0.81% | Q3 2026 | Oct 23, 2026 |
| KBC Group NV | History | No change | 3,606 | 135 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Larson Financial Group LLC | History | No change | 3,232 | 134 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 3,072 | 127 | 0.02% | 0.02% | 352 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advantage Trust Co | History | No change | 3,386 | 126 | 0.04% | 0.05% | 353 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Swedbank AB | History | New | 3,312 | 123 | 0.0% | — | 354 | +3,312 | New | Q3 2026 | Oct 27, 2026 |
| FIL Ltd | History | No change | 2,911 | 121 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,815 | 117 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Strive Financial Group ,LLC | History | No change | 2,812 | 117 | 0.05% | 0.05% | 357 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 3,000 | 112 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,956 | 110 | 0.01% | 0.01% | 359 | +1 | 0.03% | Q3 2026 | Oct 27, 2026 |
| Nykredit A/S | History | No change | 2,581 | 107 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| WHITTIER TRUST CO | History | No change | 2,500 | 104 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,513 | 104 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,652 | 99 | 0.0% | 0.0% | 363 | +1,828 | 221.84% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,571 | 96 | 0.0% | 0.0% | 364 | -24 | -0.92% | Q3 2026 | Oct 22, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 2,527 | 94 | 0.07% | 0.08% | 365 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 2,535 | 94 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 2,237 | 93 | 0.03% | 0.03% | 367 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | No change | 2,165 | 90 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Anchor Investment Management, LLC | History | No change | 2,139 | 89 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Signature Equity Partners, LLC | History | Added to | 2,313 | 86 | 0.03% | 0.04% | 370 | +18 | 0.78% | Q3 2026 | Oct 29, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,083 | 77 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 2,021 | 75 | 0.0% | — | 372 | +2,021 | New | Q3 2026 | Oct 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,920 | 71 | 0.0% | 0.0% | 373 | +721 | 60.13% | Q3 2026 | Oct 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,820 | 67 | 0.0% | 0.0% | 374 | +18 | 1.0% | Q3 2026 | Nov 04, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 1,740 | 64 | 0.02% | 0.02% | 375 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Twin Tree Management, LP | History | No change | 1,529 | 63 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,667 | 62 | 0.0% | 0.0% | 377 | -37 | -2.17% | Q3 2026 | Oct 26, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 1,624 | 61 | 0.0% | — | 378 | +1,604 | 8020.0% | Q3 2026 | Nov 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,478 | 61 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 1,396 | 58 | 0.04% | 0.04% | 380 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 1,537 | 57 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 1,333 | 55 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DANSKE BANK A/S | History | No change | 1,300 | 54 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smithfield Trust Co | History | No change | 1,249 | 52 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Silicon Valley Capital Partners | History | No change | 1,257 | 52 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,387 | 51 | 0.0% | 0.0% | 386 | +398 | 40.24% | Q3 2026 | Oct 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,129 | 47 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 1,010 | 42 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YANKCOM Partnership | History | New | 1,056 | 39 | 0.01% | — | 390 | +1,056 | New | Q3 2026 | Oct 15, 2026 |
| UMB Bank, n.a. | History | No change | 961 | 39 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kozak & Associates, Inc. | History | Added to | 1,018 | 38 | 0.01% | 0.01% | 391 | +8 | 0.79% | Q3 2026 | Oct 29, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 902 | 37 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,000 | 37 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 917 | 34 | 0.0% | 0.0% | 395 | +455 | 98.48% | Q3 2026 | Oct 26, 2026 |
| Beacon Capital Management, Inc. | History | No change | 933 | 34 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Spire Wealth Management | History | Reduced | 834 | 31 | 0.0% | 0.01% | 396 | -9,137 | -91.64% | Q3 2026 | Oct 30, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 734 | 30 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 737 | 30 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Optiver Holding B.V. | History | No change | 739 | 30 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 788 | 29 | 0.0% | 0.0% | 401 | +11 | 1.42% | Q3 2026 | Nov 03, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 716 | 29 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Capital Advisor Network LLC | History | No change | 683 | 28 | 0.04% | 0.04% | 402 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | No change | 724 | 27 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Bare Financial Services, Inc | History | Added to | 659 | 24 | 0.01% | 0.01% | 406 | +114 | 20.92% | Q3 2026 | Nov 04, 2026 |
| True Wealth Design, LLC | History | Added to | 644 | 24 | 0.01% | 0.01% | 405 | +3 | 0.47% | Q3 2026 | Oct 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 591 | 24 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 562 | 20 | 0.0% | 0.0% | 407 | +8 | 1.44% | Q3 2026 | Oct 16, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 433 | 18 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 399 | 14 | 0.0% | 0.0% | 409 | +278 | 229.75% | Q3 2026 | Oct 01, 2026 |
| Root Financial Partners, LLC | History | New | 340 | 12 | 0.0% | — | 412 | +340 | New | Q3 2026 | Oct 21, 2026 |
| Fortis Group Advisors, LLC | History | No change | 300 | 12 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Essential Partners LLC | History | No change | 328 | 12 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 301 | 11 | 0.0% | — | 417 | +301 | New | Q3 2026 | Oct 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 265 | 11 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 277 | 11 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 310 | 11 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Accent Capital Management, LLC | History | No change | 266 | 11 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 199 | 7 | 0.0% | 0.0% | 418 | -319 | -61.58% | Q3 2026 | Oct 28, 2026 |
| Covestor Ltd | History | Reduced | 158 | 6 | 0.0% | 0.0% | 420 | -9 | -5.39% | Q3 2026 | Oct 30, 2026 |
| ALERUS FINANCIAL NA | History | No change | 166 | 6 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valued Wealth Advisors LLC | History | No change | 148 | 6 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 142 | 5 | 0.0% | 0.0% | 422 | +1 | 0.71% | Q3 2026 | Nov 04, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 125 | 4 | 0.0% | 0.0% | 424 | +54 | 76.06% | Q3 2026 | Oct 22, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 113 | 4 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 17,048 | 4 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 110 | 4 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 89 | 3 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 78 | 3 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 61 | 2 | 0.0% | 0.0% | 429 | -8 | -11.59% | Q3 2026 | Oct 20, 2026 |
| SITTNER & NELSON, LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Financial Management LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Fortitude Family Office, LLC | History | New | 30 | 1 | 0.0% | — | 437 | +30 | New | Q3 2026 | Oct 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 49 | 1 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Avion Wealth | History | No change | 30 | 1 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Rialto Wealth Management, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kilter Group LLC | History | No change | 46 | 1 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 51 | 1 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,684 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,553 | -100.0% | Q3 2026 | Oct 21, 2026 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.04% | — | -5,567 | -100.0% | Q3 2026 | Nov 03, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -5,428 | -100.0% | Q3 2026 | Oct 14, 2026 |
| LexAurum Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,287 | -100.0% | Q3 2026 | Oct 19, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,141 | -100.0% | Q3 2026 | Oct 29, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,994 | -100.0% | Q3 2026 | Nov 04, 2026 |
| MSH Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,853 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.14% | — | -3,580 | -100.0% | Q3 2026 | Nov 03, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -3,530 | -100.0% | Q3 2026 | Oct 28, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -2,265 | -100.0% | Q3 2026 | Oct 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,962 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Buck Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,262 | -100.0% | Q3 2026 | Oct 28, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -147 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 18 | 0 | — | — | — | +18 | New | Q3 2026 | Nov 02, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q3 2026 | Oct 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 9 | 0 | — | — | — | -12 | -57.14% | Q3 2026 | Nov 03, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Oct 08, 2026 |
| UMB Private Wealth Management, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 19, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Bell Investment Advisors, Inc | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Evolution Advisers, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dunhill Financial, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ankerstar Wealth, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |