Penguin Solutions, Inc. - PENG
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 | 7,652,384 | 581,657 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 6,166,682 | 468,729 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 4,553,215 | 346,089 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 3,128,616 | 237,806 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,984,926 | 226,884 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 2,393,508 | 181,893 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,111,433 | 160,490 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 1,975,948 | 150,191 | 0.46% | 0.46% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,962,105 | 149,139 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Boston Partners | History | No change | 1,677,550 | 127,909 | 0.11% | 0.11% | 10 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,637,030 | 124,430 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,475,800 | 112,175 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,250,752 | 95,085 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 1,230,419 | 93,525 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,071,930 | 81,477 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 832,916 | 63,310 | 0.11% | 0.11% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 709,310 | 53,914 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 685,900 | 52,135 | 1.42% | 1.42% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | No change | 672,847 | 51,143 | 0.3% | 0.3% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 660,315 | 50,190 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 654,049 | 49,714 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | No change | 622,500 | 47,316 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 610,743 | 46,422 | 0.82% | 0.82% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 588,462 | 44,728 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Portolan Capital Management, LLC | History | No change | 546,173 | 41,514 | 1.55% | 1.55% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 543,480 | 41,309 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 521,248 | 39,621 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 450,030 | 34,206 | 0.1% | 0.1% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallax Volatility Advisers, L.P. | History | No change | 435,700 | 33,117 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 432,722 | 32,891 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 586,562 | 32,079 | 0.02% | 0.01% | 31 | +360,497 | 159.47% | Q3 2026 | Nov 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 335,288 | 25,485 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 315,487 | 23,980 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 315,274 | 23,963 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 301,775 | 22,937 | 0.18% | 0.18% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 298,771 | 22,710 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 298,415 | 22,682 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 331,997 | 22,555 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 296,052 | 22,502 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 281,048 | 21,362 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 279,319 | 21,231 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 269,459 | 20,481 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 256,454 | 19,493 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | No change | 240,000 | 18,242 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 222,387 | 16,903 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 193,763 | 14,727 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 187,712 | 14,268 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 187,230 | 14,231 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THAMES CAPITAL MANAGEMENT LLC | History | No change | 185,128 | 14,071 | 1.16% | 1.16% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 191,448 | 13,443 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 176,653 | 13,427 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearbridge Investments, LLC | History | No change | 174,571 | 13,269 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tidal Investments LLC | History | No change | 165,954 | 12,614 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 165,318 | 12,565 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPTIMIZE FINANCIAL INC. | History | No change | 152,938 | 11,624 | 4.18% | 4.18% | 55 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sound Capital Solutions LLC | History | No change | 152,938 | 11,624 | 2.72% | 2.72% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 151,839 | 11,541 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 150,808 | 11,462 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 142,366 | 10,821 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 139,266 | 10,585 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 136,677 | 10,388 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 135,231 | 10,278 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RHUMBLINE ADVISERS | History | No change | 125,091 | 9,508 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CSM Advisors, LLC | History | No change | 122,777 | 9,334 | 0.2% | 0.2% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 118,200 | 8,984 | 0.07% | 0.07% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 115,474 | 8,777 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 110,676 | 8,412 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 109,053 | 8,289 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 105,860 | 8,046 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legal & General Group Plc | History | No change | 105,178 | 7,994 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 102,195 | 7,767 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 101,383 | 7,706 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Phocas Financial Corp. | History | No change | 101,015 | 7,678 | 1.07% | 1.07% | 73 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HRT FINANCIAL LP | History | No change | 100,000 | 7,601 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Divisadero Street Capital Management, LP | History | No change | 100,000 | 7,601 | 0.17% | 0.17% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 96,467 | 7,332 | 0.14% | 0.14% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 93,401 | 7,099 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 91,700 | 6,970 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Weiss Asset Management LP | History | No change | 89,717 | 6,819 | 0.07% | 0.07% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 88,429 | 6,721 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 83,668 | 6,359 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 81,390 | 6,186 | 0.2% | 0.2% | 82 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Jupiter Topco LLC | History | No change | 71,384 | 5,426 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 66,722 | 5,071 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kera Capital Partners, Inc. | History | No change | 61,945 | 4,708 | 0.45% | 0.45% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| P.A.W. CAPITAL CORP | History | No change | 60,400 | 4,591 | 3.58% | 3.58% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 60,258 | 4,580 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FORA Capital, LLC | History | No change | 58,166 | 4,423 | 0.3% | 0.3% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 52,561 | 3,995 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Quantinno Capital Management LP | History | No change | 50,825 | 3,863 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 68,219 | 3,730 | 0.0% | 0.0% | 91 | +5,955 | 9.56% | Q3 2026 | Nov 02, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 48,786 | 3,708 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brevan Howard Capital Management LP | History | No change | 48,470 | 3,684 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 46,662 | 3,546 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 44,724 | 3,399 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 44,231 | 3,361 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 43,931 | 3,339 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 41,197 | 3,131 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 38,681 | 2,940 | 1.13% | 1.13% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 39,629 | 2,906 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 37,067 | 2,817 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 36,760 | 2,794 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 36,199 | 2,751 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 36,062 | 2,741 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 35,111 | 2,668 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 34,413 | 2,615 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 33,058 | 2,512 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 32,930 | 2,503 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | No change | 32,068 | 2,437 | 0.31% | 0.31% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 31,700 | 2,409 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOMESTEAD ADVISERS CORP | History | No change | 31,100 | 2,363 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 131,113 | 2,307 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 30,310 | 2,303 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREDIT AGRICOLE S A | History | No change | 30,000 | 2,280 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baader Bank Aktiengesellschaft | History | No change | 30,000 | 2,280 | 0.17% | 0.17% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 29,484 | 2,241 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MetLife Investment Management, LLC | History | No change | 29,283 | 2,225 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 28,956 | 2,200 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | No change | 28,293 | 2,150 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 27,550 | 2,094 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CastleKnight Management LP | History | No change | 26,392 | 2,006 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 25,950 | 1,972 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 25,644 | 1,949 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 25,500 | 1,938 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 24,852 | 1,889 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 24,657 | 1,874 | 0.08% | 0.08% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 24,404 | 1,855 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 24,111 | 1,832 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 26,245 | 1,805 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 23,703 | 1,801 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | No change | 23,307 | 1,771 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 23,180 | 1,761 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 31,717 | 1,733 | 0.02% | 0.03% | 134 | -6,601 | -17.23% | Q3 2026 | Oct 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 22,802 | 1,733 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 22,775 | 1,731 | 0.28% | 0.28% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| South Dakota Investment Council | History | No change | 22,700 | 1,725 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 22,000 | 1,672 | 0.14% | 0.14% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 21,965 | 1,669 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quadrature Capital Ltd | History | No change | 21,155 | 1,607 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tuttle Capital Management, LLC | History | Reduced | 27,772 | 1,518 | 0.66% | 1.74% | 140 | -6,288 | -18.46% | Q3 2026 | Oct 21, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 19,776 | 1,503 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Exit Wealth Advisors, LLC. | History | No change | 19,667 | 1,494 | 0.68% | 0.68% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 27,079 | 1,480 | 0.02% | 0.03% | 143 | -4,120 | -13.21% | Q3 2026 | Oct 20, 2026 |
| Walleye Capital LLC | History | No change | 19,235 | 1,462 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 19,058 | 1,448 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 19,035 | 1,446 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 18,343 | 1,394 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 18,100 | 1,375 | 0.18% | 0.18% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 17,548 | 1,333 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 17,454 | 1,326 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Americana Partners, LLC | History | Added to | 24,142 | 1,320 | 0.03% | 0.03% | 151 | +9,450 | 64.32% | Q3 2026 | Oct 28, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 17,358 | 1,319 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CenterBook Partners LP | History | Added to | 24,030 | 1,314 | 0.06% | 0.02% | 153 | +18,269 | 317.12% | Q3 2026 | Nov 02, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 17,046 | 1,295 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NOMURA HOLDINGS INC | History | No change | 16,395 | 1,246 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 15,931 | 1,210 | 0.07% | 0.07% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 15,784 | 1,199 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 21,800 | 1,192 | 0.02% | 0.02% | 158 | +1,600 | 7.92% | Q3 2026 | Oct 20, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 21,656 | 1,184 | 0.12% | 0.15% | 159 | +2,680 | 14.12% | Q3 2026 | Oct 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 14,923 | 1,134 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Legato Capital Management LLC | History | No change | 14,804 | 1,125 | 0.09% | 0.09% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 20,537 | 1,123 | 0.0% | 0.0% | 162 | -12,979 | -38.72% | Q3 2026 | Nov 02, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 14,768 | 1,122 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 14,633 | 1,112 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 14,584 | 1,108 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLSTATE CORP | History | No change | 14,554 | 1,106 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Truvestments Capital LLC | History | No change | 14,328 | 1,089 | 0.16% | 0.16% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 14,141 | 1,074 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CSS LLC/IL | History | No change | 13,975 | 1,062 | 0.04% | 0.04% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Unique Wealth Strategies, LLC | History | No change | 13,636 | 1,036 | 0.38% | 0.38% | 170 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Arizona State Retirement System | History | No change | 12,602 | 957 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 12,507 | 950 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 12,094 | 919 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Havemeyer Place LP | History | No change | 12,092 | 919 | 0.09% | 0.09% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 11,989 | 911 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Themes Management Co LLC | History | New | 16,301 | 891 | 0.59% | — | 176 | +16,301 | New | Q3 2026 | Oct 29, 2026 |
| FIFTH THIRD BANCORP | History | No change | 11,471 | 871 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 10,951 | 832 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 10,700 | 813 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 10,673 | 811 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 10,649 | 809 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inspire Advisors, LLC | History | No change | 10,137 | 770 | 0.05% | 0.05% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 10,104 | 768 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 13,700 | 749 | 0.0% | 0.0% | 184 | +4,400 | 47.31% | Q3 2026 | Oct 28, 2026 |
| Inspire Investing, LLC | History | Reduced | 13,704 | 749 | 0.03% | 0.05% | 185 | -1,349 | -8.96% | Q3 2026 | Oct 22, 2026 |
| AMALGAMATED BANK | History | Added to | 13,259 | 725 | 0.01% | 0.01% | 186 | +741 | 5.92% | Q3 2026 | Oct 23, 2026 |
| Jackson Creek Investment Advisors LLC | History | No change | 13,780 | 725 | 0.24% | 0.24% | 187 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 12,935 | 707 | 0.01% | 0.01% | 188 | +546 | 4.41% | Q3 2026 | Oct 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 11,160 | 695 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 12,462 | 682 | 0.0% | 0.0% | 190 | -3,404 | -21.45% | Q3 2026 | Oct 22, 2026 |
| Sanctuary Advisors, LLC | History | No change | 8,882 | 675 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 8,867 | 673 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STRS OHIO | History | Added to | 12,200 | 667 | 0.0% | 0.0% | 193 | +1,300 | 11.93% | Q3 2026 | Oct 30, 2026 |
| Gotham Asset Management, LLC | History | No change | 8,767 | 666 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 12,048 | 658 | 0.02% | — | 195 | +12,048 | New | Q3 2026 | Oct 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 11,525 | 630 | 0.01% | 0.01% | 196 | +1,100 | 10.55% | Q3 2026 | Oct 29, 2026 |
| Sender Co & Partners, Inc. | History | No change | 8,104 | 615 | 0.18% | 0.18% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 7,961 | 605 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vident Advisory, LLC | History | No change | 7,929 | 602 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VARCOV Co. | History | No change | 7,843 | 596 | 0.23% | 0.23% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 7,791 | 592 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 10,660 | 582 | 0.01% | — | 202 | +10,660 | New | Q3 2026 | Oct 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,997 | 572 | 0.0% | 0.0% | 203 | -200 | -2.44% | Q3 2026 | Oct 13, 2026 |
| Regal Partners Ltd | History | No change | 7,427 | 564 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 7,235 | 549 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 9,627 | 526 | 0.0% | 0.0% | 206 | +2,867 | 42.41% | Q3 2026 | Nov 02, 2026 |
| Pictet Asset Management Holding SA | History | No change | 6,880 | 522 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 9,436 | 516 | 0.05% | 0.22% | 208 | -11,303 | -54.5% | Q3 2026 | Oct 29, 2026 |
| Quantbot Technologies LP | History | No change | 6,788 | 515 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maryland State Retirement & Pension System | History | No change | 6,737 | 512 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SummitTX Capital, L.P. | History | No change | 6,647 | 505 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Altshuler Shaham Ltd | History | No change | 41,984 | 481 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XPONANCE LLC | History | No change | 6,160 | 468 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 6,152 | 467 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 6,111 | 464 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 8,480 | 463 | 0.0% | 0.0% | 216 | +3,545 | 71.83% | Q3 2026 | Oct 28, 2026 |
| Neuberger Berman Group LLC | History | No change | 5,951 | 452 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 5,944 | 451 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SG Americas Securities, LLC | History | No change | 5,832 | 443 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 5,716 | 434 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 5,603 | 425 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pacer Advisors, Inc. | History | No change | 5,582 | 424 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 5,411 | 411 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Headlands Technologies LLC | History | No change | 5,357 | 407 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caprock Group, LLC | History | No change | 5,223 | 397 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,195 | 394 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Ethic Inc. | History | No change | 5,090 | 386 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 5,031 | 382 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Scientech Research LLC | History | No change | 5,020 | 381 | 0.31% | 0.31% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Performance Wealth Partners, LLC | History | No change | 5,008 | 380 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ProShare Advisors LLC | History | Reduced | 6,912 | 378 | 0.0% | 0.0% | 231 | -217 | -3.04% | Q3 2026 | Oct 28, 2026 |
| Vestcor Inc | History | No change | 4,598 | 349 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of Wyoming | History | Reduced | 6,377 | 348 | 0.03% | 0.1% | 233 | -6,816 | -51.66% | Q3 2026 | Oct 28, 2026 |
| IPG Investment Advisors LLC | History | Added to | 6,352 | 347 | 0.05% | 0.03% | 235 | +3,439 | 118.06% | Q3 2026 | Oct 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,568 | 347 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fieldview Capital Management, LLC | History | No change | 4,552 | 345 | 0.1% | 0.1% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,060 | 331 | 0.0% | 0.0% | 237 | -2,934 | -32.62% | Q3 2026 | Oct 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,307 | 327 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 5,847 | 319 | 0.0% | 0.0% | 239 | +557 | 10.53% | Q3 2026 | Oct 23, 2026 |
| Prudent Man Advisors, LLC | History | No change | 4,121 | 313 | 0.07% | 0.07% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Van Diest Capital, LLC | History | No change | 4,023 | 305 | 0.27% | 0.27% | 241 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HighTower Advisors, LLC | History | No change | 4,001 | 304 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Independent Family Office, LLC | History | No change | 4,000 | 304 | 0.12% | 0.12% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 5,527 | 302 | 0.01% | 0.01% | 245 | +462 | 9.12% | Q3 2026 | Oct 08, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 3,986 | 302 | 0.08% | 0.08% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 3,944 | 299 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| M&T BANK CORP | History | No change | 3,829 | 291 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 5,025 | 274 | 0.0% | 0.01% | 248 | -5,277 | -51.22% | Q3 2026 | Oct 23, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 3,497 | 265 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fulcrum Asset Management LLP | History | No change | 3,888 | 264 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Snowden Capital Advisors LLC | History | No change | 3,474 | 264 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,723 | 258 | 0.0% | 0.0% | 253 | -791 | -14.35% | Q3 2026 | Oct 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,407 | 258 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | No change | 4,670 | 255 | 0.05% | 0.07% | 254 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,303 | 251 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 3,285 | 249 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 3,205 | 243 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 3,201 | 243 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 4,307 | 235 | 0.0% | 0.0% | 260 | -9,052 | -67.76% | Q3 2026 | Oct 16, 2026 |
| CIBC Asset Management Inc | History | No change | 3,102 | 235 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Trust Asset Management, LLC | History | New | 4,194 | 229 | 0.07% | — | 261 | +4,194 | New | Q3 2026 | Oct 19, 2026 |
| CONNORS INVESTOR SERVICES INC | History | No change | 3,000 | 228 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 4,145 | 226 | 0.02% | 0.02% | 263 | +939 | 29.29% | Q3 2026 | Oct 26, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 2,900 | 220 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | No change | 4,004 | 218 | 0.02% | 0.03% | 265 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 2,808 | 213 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 2,805 | 213 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Graham Capital Management, L.P. | History | No change | 2,787 | 211 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 2,653 | 207 | 0.01% | 0.01% | 269 | -115 | -4.15% | Q3 2026 | Oct 20, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 3,765 | 205 | 0.05% | 0.26% | 270 | -5,631 | -59.93% | Q3 2026 | Oct 16, 2026 |
| Revisor Wealth Management LLC | History | Added to | 3,588 | 200 | 0.05% | 0.05% | 271 | +686 | 23.64% | Q3 2026 | Oct 20, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 2,119 | 161 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 1,858 | 141 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,666 | 126 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,294 | 125 | 0.0% | 0.0% | 275 | +828 | 56.48% | Q3 2026 | Oct 21, 2026 |
| Freestone Grove Partners LP | History | No change | 1,631 | 123 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crews Bank & Trust | History | No change | 1,600 | 121 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,979 | 108 | 0.01% | 0.01% | 278 | -48 | -2.37% | Q3 2026 | Oct 01, 2026 |
| GK Wealth Management LLC | History | New | 1,852 | 101 | 0.06% | — | 279 | +1,852 | New | Q3 2026 | Oct 09, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 1,214 | 92 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,661 | 90 | 0.0% | 0.0% | 281 | +1,484 | 838.42% | Q3 2026 | Oct 22, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,554 | 84 | 0.01% | 0.02% | 282 | -2,490 | -61.57% | Q3 2026 | Oct 27, 2026 |
| Bayforest Capital Ltd | History | No change | 1,073 | 81 | 0.07% | 0.07% | 283 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KBC Group NV | History | No change | 1,361 | 74 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Elequin Capital, LP | History | No change | 974 | 74 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 969 | 73 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 916 | 69 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,247 | 68 | 0.0% | 0.0% | 288 | +83 | 7.13% | Q3 2026 | Oct 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,081 | 59 | 0.0% | 0.0% | 289 | +218 | 25.26% | Q3 2026 | Oct 23, 2026 |
| Polaris Financial Partners | History | New | 903 | 50 | 0.02% | — | 290 | +903 | New | Q3 2026 | Oct 02, 2026 |
| Leonteq Securities AG | History | No change | 900 | 49 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 881 | 48 | 0.0% | 0.01% | 292 | +27 | 3.16% | Q3 2026 | Oct 27, 2026 |
| Nykredit A/S | History | No change | 557 | 42 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Covestor Ltd | History | Reduced | 748 | 41 | 0.03% | 0.04% | 294 | -103 | -12.1% | Q3 2026 | Oct 30, 2026 |
| Allworth Financial LP | History | No change | 487 | 37 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Salomon & Ludwin, LLC | History | No change | 576 | 31 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 395 | 30 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 437 | 29 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 342 | 25 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 294 | 22 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Carolina Wealth Advisors, LLC | History | New | 401 | 21 | 0.01% | — | 301 | +401 | New | Q3 2026 | Oct 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 258 | 19 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KFG LLC | History | New | 330 | 18 | 0.01% | — | 303 | +330 | New | Q3 2026 | Nov 02, 2026 |
| Larson Financial Group LLC | History | No change | 215 | 16 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 267 | 15 | 0.0% | — | 307 | +267 | New | Q3 2026 | Oct 22, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 200 | 15 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ankerstar Wealth, LLC | History | No change | 208 | 15 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 192 | 14 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 184 | 13 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J.Safra Asset Management Corp | History | No change | 182 | 13 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 235 | 12 | 0.0% | 0.0% | 311 | +94 | 66.67% | Q3 2026 | Oct 20, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 138 | 10 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 173 | 9 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| UMB Bank, n.a. | History | No change | 107 | 8 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | No change | 106 | 8 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MTM Investment Management, LLC | History | No change | 128 | 7 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 85 | 6 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | New | 109 | 5 | 0.0% | — | 326 | +109 | New | Q3 2026 | Oct 21, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 71 | 5 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Rialto Wealth Management, LLC | History | No change | 70 | 5 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rossby Financial, LCC | History | No change | 77 | 5 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WPG Advisers, LLC | History | No change | 92 | 5 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Cornerstone Financial Management LLC | History | No change | 67 | 5 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 69 | 5 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 71 | 5 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 89 | 4 | 0.0% | 0.0% | 328 | +29 | 48.33% | Q3 2026 | Oct 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 58 | 4 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| True Wealth Design, LLC | History | No change | 85 | 4 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Kilter Group LLC | History | No change | 58 | 4 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fortitude Family Office, LLC | History | New | 61 | 3 | 0.0% | — | 332 | +61 | New | Q3 2026 | Oct 14, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 44 | 2 | 0.0% | — | 341 | +44 | New | Q3 2026 | Oct 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 53 | 2 | 0.0% | 0.0% | 336 | +34 | 178.95% | Q3 2026 | Oct 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 48 | 2 | 0.0% | 0.0% | 335 | +21 | 77.78% | Q3 2026 | Oct 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 32 | 2 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 32 | 2 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optiver Holding B.V. | History | No change | 29 | 2 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitlin John, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 30 | 2 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 37 | 2 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 28 | 1 | 0.0% | — | 348 | +28 | New | Q3 2026 | Oct 15, 2026 |
| Hughes Financial Services, LLC | History | New | 28 | 1 | 0.0% | — | 349 | +28 | New | Q3 2026 | Oct 30, 2026 |
| Clark Wealth Partners | History | New | 28 | 1 | 0.0% | — | 351 | +28 | New | Q3 2026 | Oct 16, 2026 |
| Bullock Wealth Management Group | History | New | 25 | 1 | 0.0% | — | 350 | +25 | New | Q3 2026 | Oct 09, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Reduced | 35 | 1 | 0.0% | 0.0% | 347 | -15 | -30.0% | Q3 2026 | Oct 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 24 | 1 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 20 | 1 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| North Star Investment Management Corp. | History | No change | 30 | 1 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valued Wealth Advisors LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -60,179 | -100.0% | Q3 2026 | Oct 19, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -53,623 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Braeburn Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -20,135 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,953 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust | History | Closed out | 0 | 0 | — | 0.27% | — | -17,950 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Tactive Advisors, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -9,822 | -100.0% | Q3 2026 | Oct 08, 2026 |
| J. Safra Sarasin Holding AG | History | Closed out | 0 | 0 | — | 0.01% | — | -8,498 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Plan A Wealth LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,402 | -100.0% | Q3 2026 | Oct 08, 2026 |
| GREENLEAF TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -3,552 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,535 | -100.0% | Q3 2026 | Oct 26, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,493 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,227 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,961 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -234 | -100.0% | Q3 2026 | Oct 29, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Creative Capital Management Investments LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2026 | Oct 27, 2026 |
| Noble Wealth Management PBC | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Oct 01, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 13 | 0 | — | 0.0% | — | -13 | -50.0% | Q3 2026 | Oct 05, 2026 |
| Bell Investment Advisors, Inc | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Oct 28, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 23, 2026 |
| UMB Private Wealth Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 19, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Oct 23, 2026 |
| ASSETMARK, INC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 21, 2026 |
| SJS Investment Consulting Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 26, 2026 |
| Abound Wealth Management | History | Reduced | 1 | 0 | — | — | — | -3 | -75.0% | Q3 2026 | Oct 26, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 08, 2026 |
| DiNuzzo Private Wealth, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q3 2026 | Oct 09, 2026 |
| DecisionPoint Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avion Wealth | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Essential Partners LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |