PJT Partners Inc. - PJT
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 | 4,075,374 | 615,136 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,370,798 | 206,908 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 1,352,809 | 193,059 | 1.43% | 1.46% | 3 | -125,413 | -8.48% | Q3 2026 | Oct 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,118,057 | 168,759 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 1,057,881 | 159,676 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 1,053,770 | 158,984 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 792,294 | 119,608 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 842,197 | 117,671 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 728,580 | 103,975 | 0.67% | 0.67% | 9 | +5,106 | 0.71% | Q3 2026 | Oct 06, 2026 |
| MORGAN STANLEY | History | No change | 614,734 | 92,788 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 409,925 | 61,873 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 421,905 | 60,212 | 0.01% | 0.01% | 12 | +15,556 | 3.83% | Q3 2026 | Nov 04, 2026 |
| Clearbridge Investments, LLC | History | No change | 393,747 | 59,432 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 348,008 | 52,528 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Azora Capital LP | History | No change | 322,481 | 48,675 | 2.05% | 2.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 331,490 | 47,306 | 0.08% | 0.0% | 16 | +314,532 | 1854.77% | Q3 2026 | Nov 05, 2026 |
| NORTHERN TRUST CORP | History | No change | 301,732 | 45,543 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 282,233 | 42,600 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 277,001 | 41,810 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 275,858 | 41,638 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 216,633 | 32,698 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 198,348 | 29,938 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 194,401 | 29,342 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jupiter Topco LLC | History | No change | 190,644 | 28,795 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Champlain Investment Partners, LLC | History | No change | 183,009 | 27,623 | 0.71% | 0.71% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 180,160 | 27,193 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 176,625 | 26,659 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 185,326 | 26,447 | 0.0% | 0.0% | 28 | -2,809 | -1.49% | Q3 2026 | Nov 05, 2026 |
| Squarepoint Ops LLC | History | No change | 157,151 | 23,720 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aberdeen Group plc | History | No change | 138,593 | 20,919 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SEI INVESTMENTS CO | History | No change | 132,271 | 19,964 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 130,859 | 19,752 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 127,531 | 19,249 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 125,000 | 18,867 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 123,235 | 18,601 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Woodline Partners LP | History | No change | 120,955 | 18,256 | 0.06% | 0.06% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 119,193 | 17,990 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 122,988 | 17,551 | 0.01% | 0.02% | 38 | -79,854 | -39.37% | Q3 2026 | Nov 02, 2026 |
| MARSHALL WACE, LLP | History | No change | 101,163 | 15,269 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospect Capital Advisors, LLC | History | No change | 98,230 | 14,826 | 6.73% | 6.73% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 92,148 | 13,908 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 91,543 | 13,817 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 88,728 | 13,392 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TimesSquare Capital Management, LLC | History | Reduced | 91,832 | 13,105 | 0.21% | 0.23% | 44 | -12,006 | -11.56% | Q3 2026 | Nov 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 86,374 | 13,037 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Interval Partners, LP | History | No change | 76,506 | 11,547 | 0.3% | 0.3% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 73,955 | 11,162 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Creative Planning | History | Added to | 77,735 | 11,093 | 0.01% | 0.0% | 48 | +21,519 | 38.28% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | No change | 72,715 | 10,975 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 66,276 | 10,003 | 0.12% | 0.12% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 62,198 | 9,388 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 61,131 | 9,227 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 64,146 | 9,154 | 0.09% | 0.1% | 53 | -725 | -1.12% | Q3 2026 | Oct 23, 2026 |
| RHUMBLINE ADVISERS | History | No change | 58,788 | 8,873 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisors Capital Management, LLC | History | No change | 58,726 | 8,864 | 0.09% | 0.09% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 58,304 | 8,800 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grandeur Peak Global Advisors, LLC | History | No change | 57,926 | 8,743 | 2.02% | 2.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Nuveen, LLC | History | No change | 56,780 | 8,570 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 53,252 | 8,037 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 49,952 | 7,539 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 44,960 | 6,786 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 44,835 | 6,767 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Reduced | 47,123 | 6,724 | 0.0% | 0.0% | 63 | -21,442 | -31.27% | Q3 2026 | Nov 04, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 42,461 | 6,409 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harbor Advisors LLC | History | No change | 41,519 | 6,266 | 0.79% | 0.79% | 65 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BARCLAYS PLC | History | No change | 40,115 | 6,054 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 39,588 | 5,975 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 39,223 | 5,920 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 40,585 | 5,791 | 0.12% | 0.13% | 69 | -690 | -1.67% | Q3 2026 | Nov 03, 2026 |
| Asset Management Group, Inc. | History | No change | 34,811 | 5,254 | 0.77% | 0.77% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 36,091 | 5,233 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 33,410 | 5,043 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Emerald Investment Advisers, LLC | History | No change | 31,911 | 4,816 | 0.32% | 0.32% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quartz Partners, LLC | History | Reduced | 32,420 | 4,626 | 1.4% | 1.64% | 74 | -811 | -2.44% | Q3 2026 | Nov 03, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 30,598 | 4,618 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WINTON GROUP Ltd | History | No change | 30,500 | 4,603 | 0.15% | 0.15% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Convergence Investment Partners, LLC | History | New | 30,782 | 4,392 | 0.33% | — | 77 | +30,782 | New | Q3 2026 | Oct 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 27,912 | 4,213 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 27,623 | 4,169 | 0.08% | 0.08% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 27,347 | 4,127 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 26,480 | 3,996 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 25,677 | 3,875 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 25,575 | 3,860 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Arkadios Wealth Advisors | History | No change | 25,058 | 3,782 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 22,577 | 3,407 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 22,152 | 3,343 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 21,364 | 3,224 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 20,706 | 3,125 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 20,433 | 3,084 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 19,553 | 2,951 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Odyssean, LLC | History | No change | 19,511 | 2,944 | 0.48% | 0.48% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 19,345 | 2,919 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Achmea Investment Management B.V. | History | New | 19,838 | 2,833 | 0.02% | — | 93 | +19,838 | New | Q3 2026 | Oct 30, 2026 |
| Quantinno Capital Management LP | History | No change | 18,593 | 2,806 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | No change | 18,213 | 2,749 | 0.13% | 0.13% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 18,203 | 2,747 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Voleon Capital Management LP | History | No change | 17,935 | 2,707 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 17,478 | 2,638 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridge City Capital, LLC | History | Added to | 18,138 | 2,588 | 0.54% | 0.52% | 99 | +3,181 | 21.27% | Q3 2026 | Oct 29, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 18,805 | 2,559 | 0.04% | 0.04% | 100 | +3,381 | 21.92% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 18,805 | 2,559 | 0.04% | 0.04% | 101 | +3,381 | 21.92% | Q3 2026 | Oct 20, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 16,922 | 2,554 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 16,816 | 2,538 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SummitTX Capital, L.P. | History | No change | 16,815 | 2,538 | 0.07% | 0.07% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 16,541 | 2,496 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 16,141 | 2,436 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 15,915 | 2,402 | 0.06% | 0.06% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 16,339 | 2,331 | 0.3% | 0.31% | 108 | +369 | 2.31% | Q3 2026 | Oct 28, 2026 |
| LPL Financial LLC | History | No change | 15,302 | 2,309 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Holocene Advisors, LP | History | No change | 14,736 | 2,224 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 14,567 | 2,198 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | No change | 12,976 | 2,183 | 0.43% | 0.43% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gotham Asset Management, LLC | History | No change | 14,399 | 2,173 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,332 | 2,163 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 14,210 | 2,144 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantbot Technologies LP | History | No change | 13,880 | 2,095 | 0.08% | 0.08% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 13,769 | 2,078 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | New | 14,510 | 2,070 | 0.09% | — | 118 | +14,510 | New | Q3 2026 | Oct 30, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 14,273 | 2,036 | 0.06% | 0.06% | 119 | -755 | -5.02% | Q3 2026 | Nov 05, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 14,257 | 2,034 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 13,461 | 2,031 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 13,449 | 2,029 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 14,083 | 2,009 | 0.02% | 0.02% | 123 | -1,769 | -11.16% | Q3 2026 | Oct 27, 2026 |
| SG Americas Securities, LLC | History | No change | 13,162 | 1,987 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | No change | 13,110 | 1,978 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 13,429 | 1,916 | 0.02% | 0.02% | 126 | +1,002 | 8.06% | Q3 2026 | Nov 05, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 13,203 | 1,884 | 0.15% | 0.17% | 127 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Summit Trail Advisors, LLC | History | No change | 12,433 | 1,876 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 12,904 | 1,841 | 0.0% | 0.0% | 129 | -532 | -3.96% | Q3 2026 | Nov 05, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 12,098 | 1,726 | 0.01% | 0.02% | 130 | -1,332 | -9.92% | Q3 2026 | Oct 30, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 11,344 | 1,712 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | Added to | 11,900 | 1,698 | 0.01% | 0.0% | 132 | +3,100 | 35.23% | Q3 2026 | Oct 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 11,294 | 1,612 | 0.0% | 0.0% | 133 | -260 | -2.25% | Q3 2026 | Nov 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,236 | 1,603 | 0.0% | 0.0% | 134 | +2,567 | 29.61% | Q3 2026 | Oct 30, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 10,900 | 1,555 | 0.02% | 0.03% | 135 | -400 | -3.54% | Q3 2026 | Oct 20, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 10,757 | 1,535 | 0.0% | 0.0% | 136 | -210 | -1.91% | Q3 2026 | Oct 22, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 10,112 | 1,526 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 10,116 | 1,526 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Shay Capital LLC | History | No change | 10,000 | 1,509 | 0.1% | 0.1% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caption Management, LLC | History | No change | 9,800 | 1,479 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 9,446 | 1,425 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| National Philanthropic Trust | History | No change | 9,438 | 1,424 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 9,379 | 1,415 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 9,400 | 1,341 | 0.01% | 0.0% | 144 | +7,900 | 526.67% | Q3 2026 | Oct 28, 2026 |
| Handelsbanken Fonder AB | History | No change | 8,800 | 1,328 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 8,798 | 1,327 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gibbs Wealth Management | History | Added to | 9,246 | 1,319 | 0.14% | 0.16% | 147 | +583 | 6.73% | Q3 2026 | Oct 22, 2026 |
| Aquatic Capital Management LLC | History | No change | 8,678 | 1,309 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,412 | 1,270 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,809 | 1,255 | 0.01% | 0.02% | 150 | -4,329 | -32.95% | Q3 2026 | Oct 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 8,314 | 1,254 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 8,148 | 1,229 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 8,087 | 1,220 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 8,435 | 1,203 | 0.0% | 0.01% | 154 | -1,962 | -18.87% | Q3 2026 | Nov 05, 2026 |
| HSBC HOLDINGS PLC | History | No change | 7,908 | 1,189 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 7,347 | 1,108 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,266 | 1,096 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,781 | 1,023 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Portside Wealth Group, LLC | History | Added to | 6,818 | 973 | 0.11% | 0.12% | 159 | +76 | 1.13% | Q3 2026 | Oct 20, 2026 |
| Arizona State Retirement System | History | Added to | 6,730 | 960 | 0.0% | 0.0% | 160 | +560 | 9.08% | Q3 2026 | Nov 03, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 6,698 | 955 | 0.01% | 0.01% | 161 | -8 | -0.12% | Q3 2026 | Oct 22, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 6,262 | 945 | 0.02% | 0.02% | 162 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,602 | 942 | 0.01% | 0.01% | 163 | -302 | -4.37% | Q3 2026 | Oct 23, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 6,063 | 915 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 6,020 | 909 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 6,007 | 906 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 5,934 | 895 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,023 | 859 | 0.0% | 0.0% | 168 | -101 | -1.65% | Q3 2026 | Nov 03, 2026 |
| Diversified Trust Co | History | No change | 5,686 | 858 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,618 | 851 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 5,734 | 818 | 0.01% | 0.01% | 171 | -129 | -2.2% | Q3 2026 | Oct 29, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 5,412 | 816 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 5,391 | 813 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 5,677 | 810 | 0.01% | 0.01% | 175 | +1,917 | 50.98% | Q3 2026 | Nov 05, 2026 |
| Atria Investments, Inc | History | Added to | 5,680 | 810 | 0.01% | 0.01% | 174 | +1,636 | 40.45% | Q3 2026 | Oct 15, 2026 |
| Fieldview Capital Management, LLC | History | No change | 5,243 | 791 | 0.23% | 0.23% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 5,162 | 779 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 5,100 | 769 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 5,363 | 765 | 0.16% | 0.16% | 179 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | No change | 4,865 | 734 | 0.1% | 0.1% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Numerai GP LLC | History | No change | 4,736 | 714 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 4,660 | 703 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | No change | 4,651 | 701 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| First Bank & Trust | History | Added to | 4,770 | 680 | 0.1% | 0.11% | 184 | +18 | 0.38% | Q3 2026 | Oct 16, 2026 |
| Smith Group Asset Management, LLC | History | New | 4,678 | 667 | 0.04% | — | 185 | +4,678 | New | Q3 2026 | Oct 27, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 4,370 | 659 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 4,483 | 639 | 0.0% | 0.0% | 187 | +3 | 0.07% | Q3 2026 | Oct 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,467 | 637 | 0.0% | 0.0% | 188 | -1,423 | -24.16% | Q3 2026 | Nov 02, 2026 |
| GUARDIAN INVESTMENT MANAGEMENT | History | Added to | 4,270 | 609 | 0.39% | 0.42% | 189 | +3 | 0.07% | Q3 2026 | Oct 23, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 4,010 | 572 | 0.01% | 0.05% | 190 | -11,557 | -74.24% | Q3 2026 | Oct 16, 2026 |
| Pictet Asset Management Holding SA | History | No change | 3,798 | 542 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,389 | 511 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 3,559 | 507 | 0.0% | 0.0% | 193 | -253 | -6.64% | Q3 2026 | Oct 16, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 3,494 | 498 | 0.02% | 0.03% | 194 | -20 | -0.57% | Q3 2026 | Nov 02, 2026 |
| Engineers Gate Manager LP | History | No change | 3,285 | 495 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 3,184 | 480 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ProShare Advisors LLC | History | Reduced | 3,357 | 479 | 0.0% | 0.0% | 197 | -170 | -4.82% | Q3 2026 | Oct 28, 2026 |
| Brevan Howard Capital Management LP | History | No change | 3,174 | 479 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 3,133 | 472 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 3,073 | 463 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 3,036 | 458 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTRUST BANK NA | History | No change | 3,038 | 458 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORDEN GROUP LLC | History | Reduced | 3,204 | 457 | 0.03% | 0.04% | 203 | -403 | -11.17% | Q3 2026 | Oct 20, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 2,993 | 451 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXQ CAPITAL, LP | History | No change | 2,941 | 443 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cinctive Capital Management LP | History | No change | 2,910 | 439 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 2,865 | 432 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AVIVA PLC | History | No change | 2,855 | 430 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 2,970 | 423 | 0.01% | 0.01% | 209 | -250 | -7.76% | Q3 2026 | Nov 02, 2026 |
| OP Asset Management Ltd | History | No change | 2,954 | 421 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 2,730 | 412 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Inspire Investing, LLC | History | Added to | 2,874 | 410 | 0.02% | 0.01% | 212 | +615 | 27.22% | Q3 2026 | Oct 22, 2026 |
| UNITED BANK | History | No change | 2,675 | 403 | 0.05% | 0.05% | 213 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 2,641 | 398 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,852 | 387 | 0.0% | 0.0% | 216 | +1,241 | 77.03% | Q3 2026 | Oct 13, 2026 |
| Cerity Partners LLC | History | No change | 2,564 | 387 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| denkapparat Operations GmbH | History | No change | 2,468 | 372 | 0.12% | 0.12% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legato Capital Management LLC | History | No change | 2,449 | 369 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | No change | 2,392 | 361 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 2,363 | 356 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vise Technologies, Inc. | History | Added to | 2,486 | 354 | 0.0% | 0.0% | 221 | +74 | 3.07% | Q3 2026 | Oct 28, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 2,459 | 350 | 0.02% | 0.03% | 222 | +21 | 0.86% | Q3 2026 | Oct 20, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 2,288 | 345 | 0.09% | 0.09% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,278 | 343 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 2,403 | 342 | 0.06% | 0.08% | 225 | -368 | -13.28% | Q3 2026 | Oct 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,236 | 337 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 2,344 | 334 | 0.01% | 0.01% | 227 | -11 | -0.47% | Q3 2026 | Oct 23, 2026 |
| XPONANCE LLC | History | Reduced | 2,340 | 333 | 0.0% | 0.0% | 228 | -87 | -3.58% | Q3 2026 | Nov 03, 2026 |
| Procyon Advisors, LLC | History | Reduced | 2,322 | 331 | 0.01% | 0.03% | 230 | -1,807 | -43.76% | Q3 2026 | Oct 21, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 2,196 | 331 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,172 | 327 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prospera Financial Services Inc | History | No change | 2,062 | 308 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,926 | 290 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Vestcor Inc | History | No change | 1,896 | 286 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Park Place Capital Corp | History | No change | 1,900 | 286 | 0.05% | 0.05% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,846 | 278 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 1,934 | 276 | 0.01% | 0.01% | 238 | +10 | 0.52% | Q3 2026 | Oct 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,828 | 276 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ACCOUNT MANAGEMENT LLC | History | No change | 1,937 | 276 | 0.28% | 0.29% | 239 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | No change | 1,814 | 273 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 1,858 | 265 | 0.02% | 0.02% | 241 | -34 | -1.8% | Q3 2026 | Oct 19, 2026 |
| Neuberger Berman Group LLC | History | No change | 1,742 | 262 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 1,791 | 255 | 0.0% | 0.0% | 243 | +6 | 0.34% | Q3 2026 | Oct 23, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 1,757 | 250 | 0.0% | 0.0% | 244 | +67 | 3.96% | Q3 2026 | Oct 13, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 1,656 | 249 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 5 | 248 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 1,643 | 247 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 1,721 | 246 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 1,697 | 242 | 0.01% | 0.02% | 249 | +30 | 1.8% | Q3 2026 | Nov 05, 2026 |
| Westover Capital Advisors, LLC | History | Reduced | 1,688 | 240 | 0.04% | 0.04% | 250 | -50 | -2.88% | Q3 2026 | Oct 26, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 1,651 | 235 | 0.0% | — | 251 | +1,651 | New | Q3 2026 | Oct 21, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 1,541 | 232 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,622 | 231 | 0.0% | 0.0% | 253 | +11 | 0.68% | Q3 2026 | Nov 03, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 1,611 | 229 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,581 | 225 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 1,552 | 221 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 1,546 | 220 | 0.01% | 0.01% | 258 | -65 | -4.03% | Q3 2026 | Oct 15, 2026 |
| Amundi | History | No change | 1,462 | 220 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Balboa Wealth Partners | History | New | 1,523 | 217 | 0.03% | — | 259 | +1,523 | New | Q3 2026 | Oct 20, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 1,413 | 213 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 1,491 | 212 | 0.05% | 0.05% | 261 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 1,483 | 211 | 0.0% | 0.0% | 262 | -1 | -0.07% | Q3 2026 | Oct 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,474 | 210 | 0.0% | 0.0% | 263 | -6 | -0.41% | Q3 2026 | Oct 08, 2026 |
| Nykredit A/S | History | No change | 1,387 | 209 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Diametric Capital, LP | History | No change | 1,374 | 207 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 1,447 | 206 | 0.0% | 0.0% | 266 | +83 | 6.09% | Q3 2026 | Nov 03, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 1,351 | 203 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Added to | 1,366 | 194 | 0.0% | 0.0% | 268 | +429 | 45.78% | Q3 2026 | Nov 05, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,280 | 193 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,243 | 187 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 1,132 | 170 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,099 | 156 | 0.0% | 0.0% | 272 | +534 | 94.51% | Q3 2026 | Oct 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 904 | 136 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KBC Group NV | History | No change | 918 | 131 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| FEDERATED HERMES, INC. | History | No change | 843 | 127 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 866 | 125 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | Added to | 740 | 106 | 0.07% | 0.06% | 277 | +90 | 13.85% | Q3 2026 | Oct 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 664 | 100 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 659 | 94 | 0.0% | 0.0% | 279 | +389 | 144.07% | Q3 2026 | Oct 22, 2026 |
| GK Wealth Management LLC | History | New | 646 | 92 | 0.05% | — | 280 | +646 | New | Q3 2026 | Oct 09, 2026 |
| GAMMA Investing LLC | History | Added to | 593 | 84 | 0.0% | 0.0% | 282 | +50 | 9.21% | Q3 2026 | Oct 08, 2026 |
| Osbon Capital Management LLC | History | No change | 559 | 84 | 0.07% | 0.07% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 502 | 71 | 0.01% | 0.01% | 283 | +44 | 9.61% | Q3 2026 | Oct 27, 2026 |
| State of Wyoming | History | Reduced | 421 | 60 | 0.0% | 0.01% | 284 | -49 | -10.43% | Q3 2026 | Oct 28, 2026 |
| ESL Trust Services, LLC | History | No change | 375 | 56 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 376 | 56 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 357 | 50 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| FIRST HORIZON CORP | History | Reduced | 347 | 49 | 0.0% | 0.0% | 288 | -139 | -28.6% | Q3 2026 | Oct 26, 2026 |
| Allworth Financial LP | History | No change | 299 | 45 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 300 | 43 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Salomon & Ludwin, LLC | History | No change | 298 | 42 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Versant Capital Management, Inc | History | Added to | 239 | 34 | 0.0% | 0.0% | 292 | +5 | 2.14% | Q3 2026 | Oct 01, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 212 | 30 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| UMB Bank, n.a. | History | No change | 186 | 28 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 191 | 28 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 185 | 27 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BFC Planning, Inc. | History | No change | 184 | 27 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 177 | 26 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 169 | 25 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Graticule Asia Macro Advisors LLC | History | No change | 167 | 25 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| V-Square Quantitative Management LLC | History | New | 170 | 24 | 0.0% | — | 302 | +170 | New | Q3 2026 | Oct 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 160 | 24 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 162 | 23 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 160 | 22 | 0.0% | 0.0% | 304 | +3 | 1.91% | Q3 2026 | Oct 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 152 | 21 | 0.0% | 0.0% | 305 | +51 | 50.5% | Q3 2026 | Nov 04, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 140 | 19 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 122 | 18 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 123 | 17 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| ASSETMARK, INC | History | Added to | 106 | 15 | 0.0% | 0.0% | 309 | +44 | 70.97% | Q3 2026 | Oct 21, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 105 | 15 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 101 | 14 | 0.01% | — | 316 | +101 | New | Q3 2026 | Oct 27, 2026 |
| BESSEMER GROUP INC | History | No change | 90 | 14 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 96 | 14 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crewe Advisors LLC | History | No change | 99 | 14 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Costello Asset Management, INC | History | No change | 100 | 14 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Key FInancial Inc | History | No change | 100 | 14 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Main Street Group, LTD | History | No change | 94 | 13 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| SIMPLEX TRADING, LLC | History | New | 88 | 12 | 0.0% | — | 318 | +88 | New | Q3 2026 | Nov 04, 2026 |
| Bare Financial Services, Inc | History | Added to | 81 | 11 | 0.0% | 0.0% | 320 | +21 | 35.0% | Q3 2026 | Nov 04, 2026 |
| Larson Financial Group LLC | History | No change | 81 | 11 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Persistent Asset Partners Ltd | History | No change | 78 | 11 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Evelyn Partners Group Ltd | History | No change | 78 | 11 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 75 | 10 | 0.0% | — | 329 | +75 | New | Q3 2026 | Oct 30, 2026 |
| Root Financial Partners, LLC | History | New | 73 | 10 | 0.0% | — | 327 | +73 | New | Q3 2026 | Oct 21, 2026 |
| Ascentis Wealth Management, LLC | History | New | 71 | 10 | 0.0% | — | 328 | +71 | New | Q3 2026 | Nov 03, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 75 | 10 | 0.0% | 0.0% | 324 | +24 | 47.06% | Q3 2026 | Oct 27, 2026 |
| Rossby Financial, LCC | History | Reduced | 77 | 10 | 0.0% | 0.0% | 326 | -20 | -20.62% | Q3 2026 | Nov 05, 2026 |
| WHITTIER TRUST CO | History | No change | 59 | 10 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MATHER GROUP, LLC. | History | No change | 77 | 10 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 60 | 9 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 64 | 9 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 64 | 9 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Kilter Group LLC | History | No change | 64 | 9 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 62 | 9 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allied Private Wealth LLC | History | No change | 58 | 9 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NBH Bank | History | No change | 70 | 9 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 60 | 8 | 0.0% | 0.0% | 337 | -13 | -17.81% | Q3 2026 | Oct 05, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 48 | 8 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LRI Investments, LLC | History | No change | 52 | 7 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 43 | 6 | 0.0% | 0.0% | 341 | +1 | 2.38% | Q3 2026 | Oct 19, 2026 |
| CVA Family Office, LLC | History | No change | 46 | 6 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WealthCollab, LLC | History | No change | 41 | 6 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 45 | 6 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Laurel Wealth Advisors LLC | History | New | 37 | 5 | 0.0% | — | 351 | +37 | New | Q3 2026 | Oct 27, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 39 | 5 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 37 | 5 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Colonial Trust Advisors | History | No change | 37 | 5 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 35 | 5 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 37 | 5 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 41 | 5 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 40 | 5 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| True Wealth Design, LLC | History | New | 34 | 4 | 0.0% | — | 357 | +34 | New | Q3 2026 | Oct 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 33 | 4 | 0.0% | 0.0% | 352 | +1 | 3.13% | Q3 2026 | Nov 03, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 30 | 4 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | No change | 35 | 4 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Concord Wealth Partners | History | No change | 32 | 4 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Bell Investment Advisors, Inc | History | No change | 34 | 4 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 23 | 3 | 0.0% | 0.0% | 361 | +10 | 76.92% | Q3 2026 | Oct 22, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 23 | 3 | 0.0% | 0.0% | 364 | -1 | -4.17% | Q3 2026 | Oct 27, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 22 | 3 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| GODSEY & GIBB, INC | History | No change | 25 | 3 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 25 | 3 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 25 | 3 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Boreal Capital Management LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 22 | 3 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | New | 17 | 2 | 0.0% | — | 373 | +17 | New | Q3 2026 | Oct 14, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 16 | 2 | 0.0% | — | 372 | +16 | New | Q3 2026 | Oct 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 14 | 2 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 18 | 2 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 18 | 2 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 12 | 1 | 0.0% | 0.0% | 379 | -60 | -83.33% | Q3 2026 | Oct 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 8 | 1 | 0.0% | — | 383 | +8 | New | Q3 2026 | Oct 28, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 8 | 1 | 0.0% | — | 384 | +8 | New | Q3 2026 | Oct 20, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 11 | 1 | 0.0% | 0.0% | 381 | -2 | -15.38% | Q3 2026 | Oct 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 9 | 1 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Marquette Asset Management, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Capital Analysts, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| VIMA LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,195 | -100.0% | Q3 2026 | Nov 02, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,736 | -100.0% | Q3 2026 | Nov 04, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,796 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,487 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,460 | -100.0% | Q3 2026 | Oct 09, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,426 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.13% | — | -915 | -100.0% | Q3 2026 | Nov 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2026 | Nov 02, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Kingdom Financial Group LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q3 2026 | Nov 04, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q3 2026 | Oct 28, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q3 2026 | Oct 16, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 1 | 0 | — | — | — | -5 | -83.33% | Q3 2026 | Oct 30, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Mascoma Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 23, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 23, 2026 |
| Compass Wealth Management LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 22, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Nov 03, 2026 |
| Davis Capital Management | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q3 2026 | Oct 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q3 2026 | Oct 29, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Oct 15, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 15, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Nov 03, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SouthState Bank Corp | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ATWOOD & PALMER INC | History | No change | 7 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| TRUST CO OF VERMONT | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Manchester Capital Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| TD Capital Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Westside Investment Management, Inc. | History | No change | 7 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Darwin Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bogart Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Truvestments Capital LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Evolution Advisers, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 7 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Creative Capital Management Investments LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Sachetta, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Accordant Advisory Group Inc | History | No change | 7 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| American Capital Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Millstone Evans Group, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Nova Wealth Management, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Walsh & Associates, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |