POOL CORP - POOL
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 | 4,032,463 | 866,576 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 2,576,219 | 553,629 | 0.1% | 0.1% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 2,574,364 | 553,230 | 1.72% | 1.72% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,060,785 | 442,862 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 1,988,405 | 427,309 | 0.28% | 0.28% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,736,495 | 373,173 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,536,484 | 330,190 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,400,460 | 296,673 | 0.1% | 0.1% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 1,077,946 | 231,650 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Belfer Management LLC | History | Added to | 1,345 | 217,706 | 3.67% | 4.57% | 10 | +62 | 4.83% | Q3 2026 | Nov 05, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 729,144 | 170,243 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bank of New York Mellon Corp | History | Added to | 824,515 | 133,464 | 0.02% | 0.02% | 12 | +134,817 | 19.55% | Q3 2026 | Nov 05, 2026 |
| Neuberger Berman Group LLC | History | No change | 546,223 | 117,383 | 0.08% | 0.08% | 13 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 500,300 | 107,514 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 631,004 | 102,168 | 0.01% | 0.01% | 15 | +47,464 | 8.13% | Q3 2026 | Nov 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 441,643 | 94,909 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth LP | History | No change | 433,569 | 93,173 | 0.13% | 0.13% | 17 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| UBS Group AG | History | No change | 427,339 | 91,835 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 551,906 | 89,338 | 0.02% | 0.02% | 19 | +21,570 | 4.07% | Q3 2026 | Nov 04, 2026 |
| NORGES BANK | History | No change | 412,492 | 88,644 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 404,013 | 86,822 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 404,550 | 85,928 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LONDON CO OF VIRGINIA | History | No change | 379,154 | 81,481 | 0.46% | 0.46% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 346,867 | 74,541 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 334,047 | 71,786 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 329,319 | 70,770 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 323,110 | 69,436 | 0.18% | 0.18% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 316,759 | 68,071 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 311,486 | 66,947 | 0.08% | 0.08% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 300,576 | 64,593 | 0.09% | 0.09% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Southpoint Capital Advisors LP | History | No change | 300,000 | 64,470 | 1.47% | 1.47% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 294,306 | 63,246 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 289,968 | 62,314 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 306,915 | 62,098 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Progeny 3, Inc. | History | No change | 270,000 | 58,023 | 2.99% | 2.99% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 251,270 | 53,997 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 243,760 | 52,383 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | No change | 235,717 | 50,655 | 0.52% | 0.52% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 235,194 | 50,543 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 228,284 | 48,971 | 0.08% | 0.08% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 204,817 | 44,015 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 197,073 | 42,350 | 0.15% | 0.15% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 190,128 | 40,858 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 181,135 | 38,925 | 0.11% | 0.11% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Findlay Park Partners LLP | History | No change | 174,895 | 37,584 | 0.51% | 0.51% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Harvey Partners, LLC | History | No change | 174,074 | 37,408 | 2.56% | 2.56% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 164,980 | 35,454 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 162,371 | 34,893 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Select Equity Group, L.P. | History | No change | 159,803 | 34,341 | 0.17% | 0.17% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 156,817 | 33,699 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 156,453 | 33,621 | 0.25% | 0.25% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 205,035 | 33,189 | 0.59% | 0.84% | 52 | -29,189 | -12.46% | Q3 2026 | Oct 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 153,626 | 33,014 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sone Capital Management, LLC | History | No change | 146,366 | 31,454 | 2.4% | 2.4% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CI INVESTMENTS INC. | History | No change | 144,415 | 31,034 | 0.1% | 0.1% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 142,056 | 30,526 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 185,366 | 30,005 | 0.01% | 0.0% | 57 | +167,717 | 950.29% | Q3 2026 | Nov 06, 2026 |
| Quantinno Capital Management LP | History | No change | 134,274 | 28,855 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 133,357 | 28,660 | 0.22% | 0.22% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 132,792 | 28,537 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CALEDONIA INVESTMENTS PLC | History | No change | 175,887 | 28,472 | 3.2% | 4.28% | 61 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Long Pond Capital, LP | History | No change | 132,400 | 28,452 | 2.73% | 2.73% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CLOUGH CAPITAL PARTNERS L P | History | No change | 130,121 | 27,963 | 2.28% | 2.28% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 172,406 | 27,907 | 0.01% | 0.02% | 64 | +16,230 | 10.39% | Q3 2026 | Nov 02, 2026 |
| Nuveen, LLC | History | No change | 118,307 | 25,424 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 12th Street Asset Management Company, LLC | History | No change | 114,637 | 24,635 | 3.51% | 3.51% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 111,533 | 23,968 | 0.19% | 0.19% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 110,178 | 23,677 | 0.06% | 0.06% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 103,771 | 22,300 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 103,716 | 22,288 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 102,684 | 22,066 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 102,046 | 21,929 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | Added to | 126,142 | 20,419 | 2.37% | 3.13% | 73 | +3,420 | 2.79% | Q3 2026 | Nov 04, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | No change | 91,687 | 19,703 | 0.45% | 0.45% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IMC-Chicago, LLC | History | Added to | 117,778 | 19,064 | 0.0% | 0.01% | 75 | +19,814 | 20.23% | Q3 2026 | Nov 05, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 87,672 | 18,840 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 87,002 | 18,696 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Formuepleje A/S | History | Reduced | 114,943 | 18,605 | 1.54% | 2.64% | 78 | -42,384 | -26.94% | Q3 2026 | Oct 15, 2026 |
| Handelsbanken Fonder AB | History | No change | 86,413 | 18,570 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 86,144 | 18,513 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 79,799 | 16,886 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearline Capital LP | History | No change | 78,088 | 16,781 | 1.0% | 1.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 77,934 | 16,748 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legal & General Group Plc | History | No change | 75,856 | 16,301 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WATERS PARKERSON & CO., LLC | History | Added to | 94,102 | 15,232 | 0.73% | 0.91% | 85 | +7,883 | 9.14% | Q3 2026 | Nov 04, 2026 |
| DAVENPORT & Co LLC | History | Added to | 92,731 | 15,068 | 0.08% | 0.09% | 86 | +10,334 | 12.54% | Q3 2026 | Oct 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 69,318 | 14,896 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VILLERE ST DENIS J & CO LLC | History | Reduced | 90,703 | 14,682 | 1.89% | 2.49% | 88 | -6,340 | -6.53% | Q3 2026 | Nov 04, 2026 |
| RHUMBLINE ADVISERS | History | No change | 66,994 | 14,396 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Swiss National Bank | History | No change | 66,240 | 14,234 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 65,321 | 14,037 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 85,544 | 13,847 | 0.01% | 0.01% | 92 | +15,439 | 22.02% | Q3 2026 | Nov 06, 2026 |
| Stanley Capital Management, LLC | History | No change | 62,000 | 13,323 | 1.77% | 1.77% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Conestoga Capital Advisors, LLC | History | Reduced | 81,144 | 13,134 | 0.4% | 0.42% | 94 | -8,888 | -9.87% | Q3 2026 | Nov 02, 2026 |
| Foyston, Gordon & Payne Inc | History | Added to | 79,859 | 12,926 | 2.59% | 3.38% | 95 | +6,683 | 9.13% | Q3 2026 | Nov 02, 2026 |
| Mariner, LLC | History | No change | 59,716 | 12,831 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 59,327 | 12,749 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eldred Rock Partners, LLC | History | Reduced | 75,576 | 12,233 | 2.71% | 4.09% | 98 | -12,976 | -14.65% | Q3 2026 | Oct 13, 2026 |
| Kinsale Capital Group, Inc. | History | Added to | 74,046 | 11,985 | 1.56% | 1.22% | 99 | +31,071 | 72.3% | Q3 2026 | Nov 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 55,272 | 11,878 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 52,338 | 11,248 | 0.08% | 0.08% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Polar Asset Management Partners Inc. | History | No change | 51,800 | 11,131 | 0.18% | 0.18% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 51,593 | 11,087 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 50,448 | 10,841 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rule One Partners, LLC | History | No change | 50,501 | 10,687 | 1.54% | 1.54% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 47,531 | 10,214 | 0.38% | 0.38% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 47,290 | 10,162 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RUSH ISLAND MANAGEMENT, LP | History | No change | 46,600 | 10,014 | 0.66% | 0.66% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADEMY CAPITAL MANAGEMENT | History | Reduced | 59,592 | 9,646 | 1.3% | 1.72% | 109 | -1,016 | -1.68% | Q3 2026 | Nov 05, 2026 |
| CITIGROUP INC | History | Reduced | 57,601 | 9,323 | 0.0% | 0.0% | 110 | -8,267 | -12.55% | Q3 2026 | Nov 04, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 43,323 | 9,310 | 0.52% | 0.52% | 111 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Waverly Advisors, LLC | History | No change | 38,682 | 8,312 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 38,181 | 8,205 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Cerity Partners LLC | History | No change | 36,739 | 7,895 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLI - Banque de Luxembourg Investments | History | No change | 36,859 | 7,821 | 0.28% | 0.28% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trexquant Investment LP | History | No change | 35,078 | 7,538 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 34,899 | 7,499 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kerrisdale Advisers, LLC | History | No change | 33,795 | 7,262 | 1.82% | 1.82% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 44,399 | 7,186 | 0.01% | 0.01% | 119 | +2,216 | 5.25% | Q3 2026 | Nov 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 33,418 | 7,182 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 33,155 | 7,125 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VELA Investment Management, LLC | History | No change | 33,118 | 7,117 | 1.55% | 1.55% | 122 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Quantum Capital Management, LLC / NJ | History | No change | 32,699 | 7,027 | 0.88% | 0.88% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | New | 43,341 | 7,015 | 0.46% | — | 124 | +43,341 | New | Q3 2026 | Nov 05, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | No change | 30,734 | 6,604 | 0.32% | 0.32% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 30,490 | 6,552 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 30,370 | 6,526 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 40,081 | 6,487 | 0.07% | 0.09% | 128 | -2,237 | -5.29% | Q3 2026 | Oct 27, 2026 |
| LPL Financial LLC | History | Reduced | 39,481 | 6,390 | 0.0% | 0.0% | 129 | -3,815 | -8.81% | Q3 2026 | Nov 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 29,164 | 6,267 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Capital Management, LLC | History | No change | 29,078 | 6,248 | 0.07% | 0.07% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 38,400 | 6,215 | 0.2% | 0.27% | 132 | +1,164 | 3.13% | Q3 2026 | Nov 04, 2026 |
| ALPS ADVISORS INC | History | New | 37,896 | 6,134 | 0.03% | — | 133 | +37,896 | New | Q3 2026 | Nov 02, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 27,663 | 5,944 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 27,405 | 5,889 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 36,235 | 5,865 | 0.27% | 0.34% | 136 | +3,251 | 9.86% | Q3 2026 | Oct 22, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | No change | 27,166 | 5,837 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management LLC | History | No change | 24,492 | 5,263 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 23,953 | 5,147 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Weiss Asset Management LP | History | No change | 23,890 | 5,133 | 0.05% | 0.05% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heron Bay Capital Management | History | No change | 23,547 | 5,060 | 0.46% | 0.46% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 22,818 | 4,903 | 0.26% | 0.26% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 22,649 | 4,865 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 29,779 | 4,784 | 0.01% | — | 144 | +29,779 | New | Q3 2026 | Nov 04, 2026 |
| Graham Capital Management, L.P. | History | No change | 22,174 | 4,765 | 0.09% | 0.09% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 22,170 | 4,764 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 29,387 | 4,756 | 0.02% | 0.03% | 147 | -51 | -0.17% | Q3 2026 | Nov 05, 2026 |
| Callan Family Office, LLC | History | No change | 21,707 | 4,664 | 0.09% | 0.09% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 21,700 | 4,663 | 0.13% | 0.13% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 21,300 | 4,577 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 20,567 | 4,419 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONTRUSCO BOLTON INVESTMENTS INC. | History | Reduced | 26,995 | 4,369 | 0.08% | 0.11% | 152 | -5,300 | -16.41% | Q3 2026 | Oct 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 20,140 | 4,328 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Truffle Hound Capital, LLC | History | No change | 20,000 | 4,298 | 0.92% | 0.92% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 19,948 | 4,286 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 19,558 | 4,203 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Guardian Wealth Management, Inc. | History | Added to | 25,455 | 4,120 | 2.1% | 2.56% | 157 | +1,188 | 4.9% | Q3 2026 | Oct 30, 2026 |
| NewEdge Wealth, LLC | History | No change | 18,888 | 4,059 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 24,544 | 3,973 | 0.01% | 0.01% | 159 | +100 | 0.41% | Q3 2026 | Oct 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 24,403 | 3,950 | 0.01% | 0.01% | 160 | +761 | 3.22% | Q3 2026 | Nov 05, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 18,347 | 3,942 | 0.21% | 0.21% | 161 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Atria Investments, Inc | History | Reduced | 24,123 | 3,904 | 0.04% | 0.05% | 162 | -1,417 | -5.55% | Q3 2026 | Oct 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 18,013 | 3,871 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | No change | 17,666 | 3,796 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops LLC | History | No change | 17,500 | 3,760 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Longaeva Partners L.P. | History | No change | 17,481 | 3,756 | 0.08% | 0.08% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 17,278 | 3,713 | 0.24% | 0.24% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 16,924 | 3,636 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 16,769 | 3,603 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Reduced | 22,206 | 3,594 | 0.0% | 0.0% | 170 | -7,287 | -24.71% | Q3 2026 | Nov 02, 2026 |
| OSSIAM | History | No change | 16,643 | 3,576 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 16,417 | 3,527 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 16,249 | 3,492 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hudson Bay Capital Management LP | History | No change | 16,005 | 3,439 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Wealth Management LLC | History | Added to | 20,833 | 3,372 | 0.65% | 0.58% | 175 | +6,604 | 46.41% | Q3 2026 | Oct 22, 2026 |
| Prospect Capital Advisors, LLC | History | No change | 15,560 | 3,343 | 1.52% | 1.52% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEITZ INVESTMENT MANAGEMENT, INC. | History | No change | 15,000 | 3,223 | 0.22% | 0.22% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 14,836 | 3,188 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 14,747 | 3,169 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 14,652 | 3,148 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 19,157 | 3,100 | 0.02% | 0.03% | 181 | -779 | -3.91% | Q3 2026 | Nov 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 14,112 | 3,032 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Treasurer of the State of North Carolina | History | No change | 13,693 | 2,943 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 13,656 | 2,934 | 0.05% | 0.05% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | History | New | 17,263 | 2,794 | 0.03% | — | 185 | +17,263 | New | Q3 2026 | Nov 05, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 12,224 | 2,626 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 16,180 | 2,619 | 1.43% | 1.91% | 187 | -437 | -2.63% | Q3 2026 | Oct 20, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 12,160 | 2,613 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sanctuary Advisors, LLC | History | No change | 12,098 | 2,599 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 12,089 | 2,597 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Timelo Investment Management Inc. | History | No change | 12,000 | 2,578 | 0.74% | 0.74% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ArchPoint Investors | History | No change | 11,875 | 2,551 | 0.54% | 0.54% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilton Capital Management, LLC | History | No change | 11,875 | 2,551 | 0.17% | 0.17% | 193 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CastleKnight Management LP | History | No change | 11,800 | 2,535 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 15,500 | 2,508 | 0.04% | 0.04% | 195 | +1,400 | 9.93% | Q3 2026 | Oct 20, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 15,184 | 2,457 | 0.43% | 0.57% | 196 | +1,277 | 9.18% | Q3 2026 | Oct 28, 2026 |
| Freestone Grove Partners LP | History | No change | 11,390 | 2,447 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 11,200 | 2,406 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 14,664 | 2,373 | 0.0% | 0.0% | 199 | -4,406 | -23.1% | Q3 2026 | Oct 30, 2026 |
| Chou Associates Management Inc. | History | No change | 10,636 | 2,285 | 1.05% | 1.05% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | Reduced | 14,000 | 2,266 | 0.08% | 0.74% | 201 | -90,110 | -86.55% | Q3 2026 | Oct 26, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 10,391 | 2,233 | 0.14% | 0.14% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Canada Post Corp Registered Pension Plan | History | No change | 10,236 | 2,199 | 0.08% | 0.08% | 203 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 10,009 | 2,150 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 9,918 | 2,131 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Tidal Investments LLC | History | No change | 9,900 | 2,127 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 12,998 | 2,103 | 0.01% | 0.01% | 207 | +382 | 3.03% | Q3 2026 | Oct 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 9,579 | 2,058 | 0.08% | 0.08% | 208 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 9,438 | 2,028 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBER ASSET MANAGEMENT LLC | History | No change | 9,370 | 2,013 | 1.21% | 1.21% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Boston Partners | History | No change | 9,338 | 2,006 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jain Global LLC | History | No change | 9,255 | 1,988 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 9,246 | 1,986 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 9,168 | 1,970 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 9,010 | 1,936 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 9,000 | 1,934 | 0.09% | 0.09% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 11,662 | 1,887 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 8,610 | 1,850 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 8,161 | 1,753 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 8,174 | 1,737 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Game Creek Capital, LP | History | No change | 8,000 | 1,719 | 0.61% | 0.61% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 7,960 | 1,710 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 7,900 | 1,697 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diametric Capital, LP | History | No change | 7,874 | 1,692 | 0.18% | 0.18% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 10,390 | 1,681 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| ALGERT GLOBAL LLC | History | No change | 7,770 | 1,669 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 10,175 | 1,647 | 0.03% | 0.02% | 227 | +3,769 | 58.84% | Q3 2026 | Nov 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 7,651 | 1,644 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | No change | 7,581 | 1,629 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arizona State Retirement System | History | Added to | 10,011 | 1,620 | 0.01% | 0.01% | 230 | +897 | 9.84% | Q3 2026 | Nov 03, 2026 |
| AMALGAMATED BANK | History | Added to | 9,927 | 1,607 | 0.01% | 0.01% | 231 | +730 | 7.94% | Q3 2026 | Oct 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 9,855 | 1,595 | 0.02% | 0.02% | 232 | +824 | 9.12% | Q3 2026 | Oct 22, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 7,269 | 1,562 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 9,500 | 1,537 | 0.0% | 0.0% | 234 | -16,287 | -63.16% | Q3 2026 | Nov 04, 2026 |
| Vident Advisory, LLC | History | No change | 7,001 | 1,504 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Man Group plc | History | No change | 6,976 | 1,499 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 9,225 | 1,493 | 0.17% | 0.23% | 237 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 8,915 | 1,443 | 0.0% | 0.0% | 238 | +1,822 | 25.69% | Q3 2026 | Nov 06, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | Reduced | 8,933 | 1,417 | 0.17% | 0.25% | 239 | -690 | -7.17% | Q3 2026 | Oct 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 8,708 | 1,409 | 0.01% | 0.02% | 240 | -3,097 | -26.23% | Q3 2026 | Oct 16, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 8,562 | 1,385 | 0.01% | 0.01% | 241 | +957 | 12.58% | Q3 2026 | Nov 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 6,442 | 1,384 | 0.05% | 0.05% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Inspire Investing, LLC | History | Reduced | 8,460 | 1,369 | 0.06% | 0.12% | 243 | -5,267 | -38.37% | Q3 2026 | Oct 22, 2026 |
| Focus Partners Wealth | History | No change | 6,368 | 1,368 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walleye Capital LLC | History | No change | 6,300 | 1,353 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 6,300 | 1,353 | 0.08% | 0.08% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,243 | 1,334 | 0.01% | 0.02% | 247 | -2,319 | -21.96% | Q3 2026 | Oct 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 8,121 | 1,314 | 0.01% | 0.02% | 248 | +821 | 11.25% | Q3 2026 | Oct 29, 2026 |
| Fieldview Capital Management, LLC | History | No change | 5,847 | 1,256 | 0.36% | 0.36% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRT Capital Management, LLC | History | No change | 5,808 | 1,248 | 0.81% | 0.81% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Skylands Capital, LLC | History | New | 7,325 | 1,185 | 0.16% | — | 251 | +7,325 | New | Q3 2026 | Oct 21, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 5,506 | 1,183 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SummitTX Capital, L.P. | History | No change | 5,497 | 1,181 | 0.03% | 0.03% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 5,394 | 1,159 | 0.07% | 0.07% | 254 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,996 | 1,132 | 0.0% | 0.0% | 255 | -1,987 | -22.12% | Q3 2026 | Nov 06, 2026 |
| TORONTO DOMINION BANK | History | No change | 5,107 | 1,097 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Associates, LP | History | No change | 5,069 | 1,089 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 6,672 | 1,079 | 0.26% | 0.13% | 258 | +4,198 | 169.68% | Q3 2026 | Oct 19, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 4,995 | 1,073 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,541 | 1,034 | 0.0% | 0.01% | 260 | -10,782 | -62.24% | Q3 2026 | Oct 13, 2026 |
| Curi Capital, LLC | History | No change | 4,678 | 1,005 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | No change | 4,645 | 998 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 6,062 | 981 | 0.03% | 0.04% | 263 | -210 | -3.35% | Q3 2026 | Nov 05, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 4,500 | 967 | 0.37% | 0.37% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | Added to | 5,945 | 962 | 0.41% | 0.5% | 265 | +139 | 2.39% | Q3 2026 | Oct 29, 2026 |
| Strong Tower Advisory Services | History | Added to | 5,843 | 945 | 0.17% | 0.22% | 266 | +210 | 3.73% | Q3 2026 | Oct 13, 2026 |
| Aristotle Capital Boston, LLC | History | No change | 4,355 | 936 | 0.06% | 0.06% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Taylor Frigon Capital Management LLC | History | Added to | 5,778 | 935 | 0.48% | 0.56% | 268 | +247 | 4.47% | Q3 2026 | Oct 23, 2026 |
| M&T BANK CORP | History | No change | 4,229 | 908 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Trail Advisors, LLC | History | No change | 4,189 | 900 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pictet Asset Management Holding SA | History | No change | 5,392 | 872 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,026 | 866 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,953 | 849 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 5,228 | 846 | 0.02% | 0.02% | 274 | -308 | -5.56% | Q3 2026 | Nov 02, 2026 |
| RBF Capital, LLC | History | No change | 3,911 | 840 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 5,153 | 834 | 0.01% | 0.01% | 276 | +355 | 7.4% | Q3 2026 | Nov 04, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 4,874 | 824 | 0.01% | 0.02% | 277 | -377 | -7.18% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 4,874 | 824 | 0.01% | 0.02% | 278 | -377 | -7.18% | Q3 2026 | Oct 20, 2026 |
| CIM, LLC | History | No change | 3,776 | 811 | 0.1% | 0.1% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 3,681 | 791 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brevan Howard Capital Management LP | History | No change | 3,653 | 785 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Citizens Business Bank | History | No change | 3,584 | 770 | 0.12% | 0.12% | 282 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 3,576 | 768 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HSBC HOLDINGS PLC | History | No change | 3,503 | 752 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 3,497 | 751 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Coyle Financial Counsel LLC | History | Reduced | 4,585 | 742 | 0.14% | 0.18% | 286 | -56 | -1.21% | Q3 2026 | Oct 28, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,497 | 727 | 0.01% | 0.01% | 287 | +508 | 12.74% | Q3 2026 | Oct 23, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 4,486 | 726 | 0.26% | 0.31% | 288 | +572 | 14.61% | Q3 2026 | Oct 14, 2026 |
| Private Advisor Group, LLC | History | No change | 3,350 | 719 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Diversified Trust Co | History | Added to | 4,307 | 697 | 0.01% | 0.01% | 290 | +2,125 | 97.39% | Q3 2026 | Nov 06, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 3,162 | 679 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 3,159 | 678 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 3,148 | 676 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,140 | 674 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Wyoming | History | Added to | 3,984 | 644 | 0.05% | 0.04% | 296 | +2,178 | 120.6% | Q3 2026 | Oct 28, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | No change | 3,000 | 644 | 0.08% | 0.08% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diligent Investors, LLC | History | Added to | 3,740 | 605 | 0.13% | 0.18% | 297 | +2 | 0.05% | Q3 2026 | Oct 21, 2026 |
| Cullen Capital Management, LLC | History | No change | 2,804 | 602 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,797 | 601 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | No change | 2,794 | 600 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 2,770 | 595 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DF DENT & CO INC | History | No change | 2,603 | 559 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | History | No change | 3,400 | 550 | 0.27% | 0.33% | 303 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| CIBC Asset Management Inc | History | Added to | 3,339 | 540 | 0.0% | 0.0% | 304 | +176 | 5.56% | Q3 2026 | Nov 05, 2026 |
| Canoe Financial LP | History | New | 3,328 | 534 | 0.01% | — | 305 | +3,328 | New | Q3 2026 | Oct 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 3,230 | 522 | 0.01% | 0.02% | 306 | -574 | -15.09% | Q3 2026 | Oct 28, 2026 |
| Impact Capital Partners LLC | History | Added to | 3,206 | 518 | 0.14% | 0.16% | 307 | +489 | 18.0% | Q3 2026 | Oct 22, 2026 |
| Kera Capital Partners, Inc. | History | No change | 2,392 | 514 | 0.05% | 0.05% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,345 | 504 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,081 | 498 | 0.0% | 0.0% | 310 | -436 | -12.4% | Q3 2026 | Nov 05, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 2,309 | 467 | 0.03% | 0.03% | 311 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sepio Capital, LP | History | Reduced | 2,885 | 466 | 0.02% | 0.03% | 312 | -203 | -6.57% | Q3 2026 | Oct 22, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 2,151 | 462 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KBC Group NV | History | Reduced | 2,814 | 456 | 0.0% | 0.0% | 314 | -269 | -8.73% | Q3 2026 | Oct 22, 2026 |
| HighTower Advisors, LLC | History | No change | 2,126 | 456 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,113 | 454 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aureus Asset Management, LLC | History | No change | 2,083 | 447 | 0.03% | 0.03% | 317 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 2,048 | 440 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sivia Capital Partners, LLC | History | No change | 2,042 | 438 | 0.05% | 0.05% | 319 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 2,661 | 430 | 0.01% | 0.02% | 320 | -245 | -8.43% | Q3 2026 | Nov 05, 2026 |
| Boreal Capital Management LLC | History | No change | 2,002 | 430 | 0.32% | 0.32% | 321 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | Added to | 2,610 | 422 | 0.0% | 0.0% | 322 | +121 | 4.86% | Q3 2026 | Nov 03, 2026 |
| West Family Investments, Inc. | History | No change | 1,933 | 415 | 0.12% | 0.12% | 323 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,928 | 414 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 1,915 | 411 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 2,530 | 409 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| COMMERCE BANK | History | No change | 1,903 | 408 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIZUHO SECURITIES USA LLC | History | No change | 1,982 | 401 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Neo Ivy Capital Management | History | No change | 1,856 | 398 | 0.09% | 0.09% | 329 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,851 | 397 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 2,435 | 394 | 0.0% | 0.0% | 331 | +98 | 4.19% | Q3 2026 | Nov 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,821 | 391 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Argent Trust Co | History | No change | 1,781 | 382 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DnB Asset Management AS | History | No change | 1,763 | 378 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 2,280 | 369 | 0.01% | 0.0% | 335 | +1,342 | 143.07% | Q3 2026 | Oct 23, 2026 |
| Advisory Services Network, LLC | History | No change | 1,717 | 369 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FULTON BANK, N.A. | History | Reduced | 2,245 | 363 | 0.01% | 0.04% | 337 | -4,093 | -64.58% | Q3 2026 | Oct 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 2,237 | 362 | 0.01% | 0.01% | 338 | -916 | -29.05% | Q3 2026 | Oct 15, 2026 |
| Utah Retirement Systems | History | No change | 1,678 | 360 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Machina Capital S.A.S. | History | Reduced | 2,222 | 359 | 0.05% | 0.08% | 340 | -200 | -8.26% | Q3 2026 | Nov 05, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Reduced | 2,200 | 356 | 0.11% | 0.14% | 341 | -61 | -2.7% | Q3 2026 | Oct 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 1,637 | 351 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fulcrum Asset Management LLP | History | New | 2,152 | 349 | 0.02% | — | 343 | +2,152 | New | Q3 2026 | Nov 04, 2026 |
| Merit Financial Group, LLC | History | Reduced | 2,147 | 347 | 0.0% | 0.01% | 344 | -2,326 | -52.0% | Q3 2026 | Nov 06, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 2,140 | 346 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Odyssean, LLC | History | No change | 1,611 | 346 | 0.06% | 0.06% | 346 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTRUST BANK NA | History | No change | 1,576 | 338 | 0.02% | 0.02% | 347 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NICOLET BANKSHARES INC | History | No change | 1,569 | 337 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Inspire Advisors, LLC | History | No change | 1,568 | 336 | 0.02% | 0.02% | 349 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | New | 2,063 | 333 | 0.0% | — | 351 | +2,063 | New | Q3 2026 | Nov 05, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 2,058 | 333 | 0.03% | 0.06% | 350 | -253 | -10.95% | Q3 2026 | Oct 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 2,052 | 332 | 0.0% | 0.0% | 352 | +475 | 30.12% | Q3 2026 | Oct 27, 2026 |
| Bull Harbor Capital LLC | History | No change | 1,532 | 329 | 0.06% | 0.06% | 353 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 1,648 | 328 | 0.01% | 0.02% | 354 | -3,088 | -65.2% | Q3 2026 | Oct 26, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,024 | 327 | 0.01% | 0.02% | 355 | -47 | -2.27% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | Added to | 1,508 | 324 | 0.0% | 0.0% | 356 | +27 | 1.82% | Q3 2026 | Nov 06, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 1,500 | 322 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 1,497 | 321 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 1,968 | 318 | 0.01% | 0.02% | 360 | -2,438 | -55.33% | Q3 2026 | Nov 04, 2026 |
| JT Stratford LLC | History | No change | 1,484 | 318 | 0.03% | 0.03% | 359 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 1,962 | 317 | 0.0% | 0.0% | 361 | -1,911 | -49.34% | Q3 2026 | Oct 23, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 1,952 | 315 | 0.0% | 0.0% | 362 | -1 | -0.05% | Q3 2026 | Nov 06, 2026 |
| World Investment Advisors | History | No change | 1,557 | 315 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 1,460 | 313 | 0.02% | 0.02% | 364 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 1,517 | 312 | 0.0% | 0.0% | 365 | +358 | 30.89% | Q3 2026 | Nov 04, 2026 |
| First Bank & Trust | History | Added to | 1,904 | 308 | 0.04% | 0.06% | 366 | +125 | 7.03% | Q3 2026 | Oct 16, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 1,429 | 306 | 0.02% | 0.02% | 367 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 1,889 | 305 | 0.0% | 0.01% | 368 | -570 | -23.18% | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | Added to | 1,880 | 304 | 0.0% | 0.0% | 369 | +185 | 10.91% | Q3 2026 | Oct 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 1,419 | 304 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,875 | 303 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Westhampton Capital, LLC | History | No change | 1,875 | 303 | 0.13% | 0.17% | 372 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 1,865 | 302 | 0.01% | 0.01% | 373 | -536 | -22.32% | Q3 2026 | Nov 06, 2026 |
| PCB Capital LLC | History | No change | 1,406 | 302 | 0.37% | 0.37% | 374 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Reduced | 1,816 | 294 | 0.02% | 0.02% | 375 | -201 | -9.97% | Q3 2026 | Nov 03, 2026 |
| EntryPoint Capital, LLC | History | No change | 1,364 | 293 | 0.07% | 0.07% | 376 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1832 Asset Management L.P. | History | No change | 1,352 | 290 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 1,789 | 289 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| 111 Capital | History | New | 1,773 | 286 | 0.04% | — | 379 | +1,773 | New | Q3 2026 | Nov 03, 2026 |
| BROWN ADVISORY INC | History | No change | 1,327 | 285 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,298 | 279 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 1,284 | 275 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Empower Advisory Group, LLC | History | No change | 1,276 | 274 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,665 | 269 | 0.0% | 0.0% | 384 | +1,478 | 790.37% | Q3 2026 | Nov 06, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 1,646 | 266 | 0.0% | 0.01% | 386 | -394 | -19.31% | Q3 2026 | Oct 28, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 1,242 | 266 | 0.06% | 0.06% | 385 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Snowden Capital Advisors LLC | History | No change | 1,235 | 265 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 1,633 | 264 | 0.0% | 0.01% | 388 | -633 | -27.93% | Q3 2026 | Oct 23, 2026 |
| Frec Markets, Inc. | History | No change | 1,230 | 264 | 0.02% | 0.02% | 389 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 1,227 | 263 | 0.02% | 0.02% | 390 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gibbs Wealth Management | History | Added to | 1,616 | 261 | 0.03% | 0.04% | 391 | +78 | 5.07% | Q3 2026 | Oct 22, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,214 | 260 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SVB WEALTH LLC | History | Reduced | 1,601 | 259 | 0.02% | 0.03% | 393 | -808 | -33.54% | Q3 2026 | Nov 06, 2026 |
| Empirical Finance, LLC | History | No change | 1,177 | 252 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 1,550 | 250 | 0.01% | 0.03% | 395 | -696 | -30.99% | Q3 2026 | Oct 28, 2026 |
| StoneX Group Inc. | History | New | 1,342 | 249 | 0.01% | — | 396 | +1,342 | New | Q3 2026 | Nov 03, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 1,143 | 245 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | Reduced | 1,489 | 241 | 0.0% | 0.0% | 398 | -24 | -1.59% | Q3 2026 | Oct 28, 2026 |
| Sendero Wealth Management, LLC | History | Reduced | 1,483 | 240 | 0.02% | 0.03% | 399 | -108 | -6.79% | Q3 2026 | Oct 14, 2026 |
| CHOREO, LLC | History | Added to | 1,471 | 238 | 0.0% | 0.0% | 400 | +480 | 48.44% | Q3 2026 | Oct 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,467 | 237 | 0.0% | 0.0% | 401 | +195 | 15.33% | Q3 2026 | Nov 02, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 1,160 | 236 | 0.03% | — | 403 | +1,160 | New | Q3 2026 | Nov 02, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 1,100 | 236 | 0.02% | 0.02% | 402 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 1,084 | 232 | 0.06% | 0.06% | 404 | 0 | 0.0% | Q2 2026 | Sep 29, 2026 |
| Modern Wealth Management, LLC | History | No change | 1,081 | 232 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,419 | 230 | 0.0% | 0.0% | 407 | -171 | -10.75% | Q3 2026 | Nov 02, 2026 |
| STEPHENS INC /AR/ | History | No change | 1,071 | 230 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 1,069 | 229 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sagewood Asset Management LP | History | No change | 1,063 | 228 | 0.05% | 0.05% | 409 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 1,060 | 227 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Liontrust Investment Partners LLP | History | No change | 1,060 | 227 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Wick Capital Partners, LLC | History | No change | 1,058 | 227 | 0.03% | 0.03% | 412 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y.D. More Investments Ltd | History | Added to | 1,398 | 226 | 0.01% | 0.01% | 413 | +70 | 5.27% | Q3 2026 | Nov 02, 2026 |
| SUMMITRY LLC | History | No change | 1,047 | 225 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ARMISTICE CAPITAL, LLC | History | No change | 1,038 | 223 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | No change | 1,030 | 221 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Voya Financial Advisors, Inc. | History | No change | 1,035 | 219 | 0.02% | 0.02% | 417 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,023 | 219 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 1,350 | 218 | 0.01% | — | 419 | +1,350 | New | Q3 2026 | Oct 21, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 1,013 | 217 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OFI INVEST ASSET MANAGEMENT | History | No change | 1,335 | 216 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,328 | 215 | 0.0% | — | 424 | +1,328 | New | Q3 2026 | Nov 02, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,001 | 215 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Trust | History | No change | 1,001 | 215 | 0.02% | 0.02% | 423 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aaron Wealth Advisors LLC | History | New | 1,316 | 213 | 0.01% | — | 425 | +1,316 | New | Q3 2026 | Oct 13, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 1,305 | 211 | 0.0% | — | 427 | +1,305 | New | Q3 2026 | Oct 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 983 | 211 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 976 | 209 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 972 | 208 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestcor Inc | History | No change | 965 | 207 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 1,252 | 202 | 0.0% | — | 432 | +1,252 | New | Q3 2026 | Oct 21, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,250 | 202 | 0.01% | 0.02% | 431 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Hills Bank & Trust Co | History | No change | 930 | 199 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DekaBank Deutsche Girozentrale | History | Reduced | 1,194 | 194 | 0.0% | 0.01% | 434 | -15,659 | -92.92% | Q3 2026 | Oct 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,192 | 193 | 0.0% | 0.0% | 435 | +294 | 32.74% | Q3 2026 | Nov 03, 2026 |
| Axxion S.A. | History | Added to | 1,131 | 183 | 0.01% | 0.02% | 436 | +121 | 11.98% | Q3 2026 | Oct 22, 2026 |
| Horizon Investments, LLC | History | No change | 848 | 181 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 845 | 181 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARD ASSOCIATES INC | History | No change | 792 | 170 | 0.04% | 0.04% | 439 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,017 | 164 | 0.0% | 0.0% | 440 | +49 | 5.06% | Q3 2026 | Oct 22, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 728 | 156 | 0.03% | 0.03% | 441 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Twin Tree Management, LP | History | No change | 700 | 150 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 891 | 144 | 0.01% | 0.01% | 443 | +122 | 15.86% | Q3 2026 | Oct 27, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 660 | 141 | 0.02% | 0.02% | 444 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 652 | 140 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 609 | 130 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 800 | 129 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 587 | 126 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 525 | 112 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HM PAYSON & CO | History | No change | 517 | 111 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 667 | 107 | 0.01% | — | 452 | +665 | 33250.0% | Q3 2026 | Oct 30, 2026 |
| Persistent Asset Partners Ltd | History | No change | 500 | 107 | 0.03% | 0.03% | 451 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Heritage Wealth Advisors | History | No change | 424 | 91 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop National Bank | History | No change | 560 | 90 | 0.02% | 0.03% | 454 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 538 | 87 | 0.0% | 0.0% | 455 | +54 | 11.16% | Q3 2026 | Oct 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 529 | 85 | 0.01% | 0.01% | 456 | -201 | -27.53% | Q3 2026 | Oct 27, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 525 | 84 | 0.0% | 0.0% | 457 | +306 | 139.73% | Q3 2026 | Nov 04, 2026 |
| STRS OHIO | History | Reduced | 484 | 78 | 0.0% | 0.0% | 458 | -194 | -28.61% | Q3 2026 | Oct 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 444 | 71 | 0.0% | 0.0% | 459 | -588 | -56.98% | Q3 2026 | Oct 08, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 429 | 69 | 0.02% | 0.02% | 460 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 325 | 69 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 365 | 59 | 0.0% | 0.0% | 462 | +13 | 3.69% | Q3 2026 | Oct 21, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 370 | 59 | 0.01% | 0.01% | 463 | -5 | -1.33% | Q3 2026 | Oct 26, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 320 | 51 | 0.0% | 0.01% | 464 | -140 | -30.43% | Q3 2026 | Oct 29, 2026 |
| Versant Capital Management, Inc | History | Added to | 315 | 50 | 0.0% | 0.0% | 466 | +194 | 160.33% | Q3 2026 | Oct 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 234 | 50 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 236 | 50 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Penserra Capital Management LLC | History | No change | 212 | 45 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 255 | 41 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Quarry LP | History | No change | 185 | 39 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 223 | 36 | 0.0% | 0.0% | 471 | -93 | -29.43% | Q3 2026 | Oct 15, 2026 |
| Root Financial Partners, LLC | History | New | 219 | 35 | 0.0% | — | 472 | +219 | New | Q3 2026 | Oct 21, 2026 |
| Elyxium Wealth, LLC | History | New | 202 | 32 | 0.0% | — | 475 | +202 | New | Q3 2026 | Oct 27, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 199 | 32 | 0.0% | 0.0% | 473 | -66 | -24.91% | Q3 2026 | Oct 20, 2026 |
| Optiver Holding B.V. | History | No change | 152 | 32 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CX Institutional | History | Reduced | 187 | 30 | 0.0% | 0.01% | 477 | -1,162 | -86.14% | Q3 2026 | Oct 02, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 143 | 30 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 130 | 27 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WHITTIER TRUST CO | History | No change | 129 | 27 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 158 | 25 | 0.0% | 0.0% | 480 | -25 | -13.66% | Q3 2026 | Oct 14, 2026 |
| Putney Financial Group LLC | History | New | 153 | 24 | 0.02% | — | 482 | +153 | New | Q3 2026 | Oct 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 117 | 24 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Essential Partners LLC | History | Reduced | 145 | 23 | 0.01% | 0.04% | 484 | -274 | -65.39% | Q3 2026 | Oct 14, 2026 |
| MACQUARIE GROUP LTD | History | No change | 111 | 23 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 133 | 21 | 0.0% | 0.0% | 485 | -65 | -32.83% | Q3 2026 | Nov 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 101 | 21 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 100 | 21 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| V-Square Quantitative Management LLC | History | No change | 127 | 20 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 122 | 19 | 0.0% | — | 489 | +122 | New | Q3 2026 | Oct 15, 2026 |
| Heritage Family Offices, LLP | History | New | 120 | 19 | 0.01% | — | 490 | +120 | New | Q3 2026 | Nov 02, 2026 |
| Quent Capital, LLC | History | No change | 86 | 18 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 105 | 17 | 0.0% | 0.0% | 493 | -49 | -31.82% | Q3 2026 | Oct 08, 2026 |
| Smithfield Trust Co | History | No change | 80 | 17 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantum Portfolio Management LLC | History | No change | 83 | 17 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | Reduced | 99 | 16 | 0.0% | 0.0% | 495 | -24 | -19.51% | Q3 2026 | Oct 26, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 95 | 15 | 0.0% | 0.01% | 498 | -43 | -31.16% | Q3 2026 | Oct 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 95 | 15 | 0.0% | 0.0% | 496 | -9 | -8.65% | Q3 2026 | Oct 29, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 72 | 15 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashurst Perkins Coie Trust Co | History | New | 88 | 14 | 0.0% | — | 503 | +88 | New | Q3 2026 | Oct 14, 2026 |
| Bare Financial Services, Inc | History | Added to | 89 | 14 | 0.0% | 0.0% | 502 | +48 | 117.07% | Q3 2026 | Nov 04, 2026 |
| Leonteq Securities AG | History | Added to | 87 | 14 | 0.0% | 0.0% | 499 | +46 | 112.2% | Q3 2026 | Oct 29, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 73 | 14 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| CVA Family Office, LLC | History | No change | 66 | 14 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 84 | 13 | 0.0% | 0.0% | 504 | -43 | -33.86% | Q3 2026 | Oct 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 82 | 13 | 0.0% | 0.0% | 505 | +9 | 12.33% | Q3 2026 | Oct 28, 2026 |
| Clearstead Trust, LLC | History | No change | 85 | 13 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 75 | 12 | 0.0% | 0.0% | 507 | +34 | 82.93% | Q3 2026 | Oct 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 57 | 12 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Park Place Capital Corp | History | No change | 57 | 12 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 68 | 11 | 0.0% | 0.0% | 510 | -40 | -37.04% | Q3 2026 | Nov 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 56 | 11 | 0.01% | 0.01% | 511 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| GK Wealth Management LLC | History | New | 67 | 10 | 0.01% | — | 516 | +67 | New | Q3 2026 | Oct 09, 2026 |
| Rossby Financial, LCC | History | Reduced | 64 | 10 | 0.0% | 0.0% | 515 | -64 | -50.0% | Q3 2026 | Nov 05, 2026 |
| CENTRAL TRUST Co | History | No change | 62 | 10 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 50 | 10 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 63 | 10 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| IFP Advisors, Inc | History | Reduced | 59 | 9 | 0.0% | 0.0% | 517 | -63 | -51.64% | Q3 2026 | Oct 16, 2026 |
| UMB Private Wealth Management, LLC | History | New | 59 | 9 | 0.01% | — | 520 | +59 | New | Q3 2026 | Oct 19, 2026 |
| Activest Wealth Management | History | Added to | 60 | 9 | 0.0% | 0.0% | 518 | +54 | 900.0% | Q3 2026 | Oct 15, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 58 | 9 | 0.0% | 0.01% | 519 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| James T. Borello RIA | History | Reduced | 51 | 8 | 0.0% | 0.0% | 522 | -4 | -7.27% | Q3 2026 | Oct 16, 2026 |
| DANSKE BANK A/S | History | No change | 40 | 8 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascentis Independent Advisors | History | New | 45 | 7 | 0.0% | — | 525 | +45 | New | Q3 2026 | Nov 03, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 49 | 7 | 0.0% | 0.0% | 523 | -43 | -46.74% | Q3 2026 | Nov 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 45 | 7 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 41 | 6 | 0.0% | — | 534 | +41 | New | Q3 2026 | Oct 29, 2026 |
| Rakuten Securities, Inc. | History | Added to | 42 | 6 | 0.0% | 0.0% | 530 | +24 | 133.33% | Q3 2026 | Nov 02, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 39 | 6 | 0.0% | 0.0% | 533 | +15 | 62.5% | Q3 2026 | Nov 05, 2026 |
| WPG Advisers, LLC | History | Reduced | 41 | 6 | 0.0% | 0.01% | 532 | -1 | -2.38% | Q3 2026 | Oct 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 41 | 6 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| SHP Wealth Management | History | No change | 29 | 6 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | No change | 35 | 6 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| SWAN Capital LLC | History | No change | 31 | 6 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 29 | 6 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 31 | 5 | 0.0% | 0.0% | 536 | +16 | 106.67% | Q3 2026 | Oct 22, 2026 |
| Manchester Capital Management LLC | History | Reduced | 31 | 5 | 0.0% | 0.0% | 537 | -10 | -24.39% | Q3 2026 | Oct 22, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 26 | 5 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Citizens National Bank Trust Department | History | No change | 35 | 5 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 27 | 5 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| True Wealth Design, LLC | History | Reduced | 30 | 4 | 0.0% | 0.01% | 542 | -202 | -87.07% | Q3 2026 | Oct 13, 2026 |
| Ascentis Wealth Management, LLC | History | New | 27 | 4 | 0.0% | — | 543 | +27 | New | Q3 2026 | Nov 03, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 20 | 4 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Anchor Investment Management, LLC | History | No change | 19 | 4 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Spire Wealth Management | History | Reduced | 22 | 3 | 0.0% | 0.0% | 545 | -9 | -29.03% | Q3 2026 | Oct 30, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 15 | 3 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Colonial Trust Co / SC | History | No change | 17 | 3 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 16 | 3 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPL Wealth Management, LLC | History | No change | 15 | 3 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 22 | 3 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Ares Financial Consulting, LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Advocate Investing Services LLC | History | No change | 19 | 3 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 15 | 3 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 15 | 3 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 16 | 2 | 0.0% | — | 561 | +16 | New | Q3 2026 | Oct 27, 2026 |
| High Note Wealth, LLC | History | New | 13 | 2 | 0.0% | — | 560 | +13 | New | Q3 2026 | Oct 27, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 16 | 2 | 0.0% | 0.0% | 555 | -1 | -5.88% | Q3 2026 | Nov 02, 2026 |
| WEBSTER BANK, N. A. | History | No change | 13 | 2 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pacific Center for Financial Services | History | No change | 18 | 2 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| BAYBAN | History | No change | 12 | 2 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 8 | 1 | 0.0% | 0.0% | 572 | -10 | -55.56% | Q3 2026 | Oct 27, 2026 |
| Marquette Asset Management, LLC | History | New | 9 | 1 | 0.0% | — | 576 | +9 | New | Q3 2026 | Oct 09, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 11 | 1 | 0.0% | — | 571 | +8 | 266.67% | Q3 2026 | Oct 16, 2026 |
| SouthState Bank Corp | History | No change | 6 | 1 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| North Star Investment Management Corp. | History | No change | 7 | 1 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Your Advocates Ltd., LLP | History | No change | 8 | 1 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Concord Wealth Partners | History | No change | 9 | 1 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Cromwell Holdings LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Synergy Investment Management, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Downshift Financial, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Maxi Investments CY Ltd | History | Closed out | 0 | 0 | — | 0.76% | — | -17,400 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Henshaw Capital LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,160 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -8,307 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,590 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,917 | -100.0% | Q3 2026 | Oct 21, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,455 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,314 | -100.0% | Q3 2026 | Oct 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.01% | — | -2,476 | -100.0% | Q3 2026 | Oct 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,454 | -100.0% | Q3 2026 | Oct 26, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,330 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Baker Avenue Asset Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,792 | -100.0% | Q3 2026 | Nov 05, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,688 | -100.0% | Q3 2026 | Oct 23, 2026 |
| PINNACLE ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -1,616 | -100.0% | Q3 2026 | Oct 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,545 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Bahl & Gaynor LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,487 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,471 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,398 | -100.0% | Q3 2026 | Nov 05, 2026 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,338 | -100.0% | Q3 2026 | Nov 03, 2026 |
| ELCO Management Co., LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,337 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,291 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Portside Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,243 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,212 | -100.0% | Q3 2026 | Oct 23, 2026 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,211 | -100.0% | Q3 2026 | Oct 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,201 | -100.0% | Q3 2026 | Nov 02, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,198 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Linden Thomas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,190 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,176 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Verity & Verity, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,159 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Americana Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,136 | -100.0% | Q3 2026 | Oct 28, 2026 |
| waypoint wealth counsel | History | Closed out | 0 | 0 | — | 0.15% | — | -1,118 | -100.0% | Q3 2026 | Oct 22, 2026 |
| BANQUE PICTET & CIE SA | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SAGE RHINO CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,097 | -100.0% | Q3 2026 | Oct 27, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,083 | -100.0% | Q3 2026 | Nov 02, 2026 |
| MBL Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,049 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,014 | -100.0% | Q3 2026 | Oct 23, 2026 |
| North Dakota State Investment Board | History | Closed out | 0 | 0 | — | 0.01% | — | -989 | -100.0% | Q3 2026 | Oct 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -982 | -100.0% | Q3 2026 | Nov 04, 2026 |
| CERTUITY, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -956 | -100.0% | Q3 2026 | Nov 02, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -497 | -100.0% | Q3 2026 | Oct 15, 2026 |
| BankPlus Trust Department | History | Closed out | 0 | 0 | — | 0.01% | — | -260 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -194 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -98 | -98.99% | Q3 2026 | Oct 07, 2026 |
| TEMA ETFS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Owl Creek Wealth Partners LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -70 | -93.33% | Q3 2026 | Oct 20, 2026 |
| Abound Wealth Management | History | Reduced | 2 | 0 | — | 0.0% | — | -33 | -94.29% | Q3 2026 | Oct 26, 2026 |
| Copeland Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q3 2026 | Nov 04, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -5 | -62.5% | Q3 2026 | Oct 22, 2026 |
| American Capital Advisory, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -5 | -55.56% | Q3 2026 | Oct 28, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 15, 2026 |
| GoalVest Advisory LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 02, 2026 |
| Noble Wealth Management PBC | History | Reduced | 6 | 0 | — | 0.0% | — | -4 | -40.0% | Q3 2026 | Oct 01, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Planning Strategies Inc. | History | Reduced | 5 | 0 | — | 0.0% | — | -3 | -37.5% | Q3 2026 | Oct 02, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 4 | 0 | — | 0.0% | — | -2 | -33.33% | Q3 2026 | Oct 16, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q3 2026 | Nov 03, 2026 |
| Davis Capital Management | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q3 2026 | Oct 08, 2026 |
| COUNTRY TRUST BANK | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 30, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 23, 2026 |
| NVWM, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Fortitude Family Office, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q3 2026 | Oct 14, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q3 2026 | Oct 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 6 | 0 | — | 0.0% | — | +1 | 20.0% | Q3 2026 | Oct 09, 2026 |
| Signature Equity Partners, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q3 2026 | Oct 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 03, 2026 |
| Balance Wealth Partners LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 27, 2026 |
| Polaris Financial Partners | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 02, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 20, 2026 |
| 3 FACTOR INDEXING, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 15, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Asset Dedication, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Bogart Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ankerstar Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HFM Investment Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Investors Portfolio Services LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MidFirst Bank | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |