PORTLAND GENERAL ELECTRIC CO /OR/ - POR
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 | 18,719,655 | 970,239 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 7,298,588 | 378,285 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearbridge Investments, LLC | History | No change | 6,363,146 | 329,801 | 0.27% | 0.27% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 5,237,016 | 271,434 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 5,019,860 | 262,809 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,756,376 | 246,237 | 0.09% | 0.09% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 3,841,325 | 199,095 | 0.54% | 0.54% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 3,275,901 | 169,789 | 0.12% | 0.12% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 3,243,925 | 168,170 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 3,217,843 | 166,780 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORGES BANK | History | No change | 2,468,502 | 127,942 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 2,329,723 | 120,749 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HITE Hedge Asset Management LLC | History | No change | 2,133,988 | 110,604 | 6.06% | 6.06% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,982,858 | 102,771 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,904,185 | 98,693 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 1,828,102 | 94,810 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,708,684 | 88,561 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,907,516 | 85,131 | 0.02% | 0.02% | 18 | +45,563 | 2.45% | Q3 2026 | Nov 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,504,865 | 77,997 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,495,720 | 77,523 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,344,853 | 70,482 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 1,202,996 | 62,351 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,172,453 | 60,768 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,283,813 | 57,296 | 0.01% | 0.01% | 24 | -76,712 | -5.64% | Q3 2026 | Nov 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,281,923 | 57,212 | 0.09% | 0.11% | 25 | -15,703 | -1.21% | Q3 2026 | Nov 05, 2026 |
| FMR LLC | History | No change | 1,047,258 | 54,279 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 992,751 | 51,454 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 878,569 | 45,536 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 830,218 | 43,038 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 823,934 | 42,704 | 0.06% | 0.06% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 775,988 | 40,220 | 0.31% | 0.31% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 773,692 | 40,100 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 768,448 | 39,828 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 758,400 | 39,308 | 0.07% | 0.07% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Channing Capital Management, LLC | History | New | 860,738 | 38,414 | 1.01% | — | 35 | +860,738 | New | Q3 2026 | Nov 02, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 711,771 | 36,891 | 0.73% | 0.73% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 700,716 | 36,318 | 0.11% | 0.11% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allianz Asset Management GmbH | History | No change | 685,133 | 35,510 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 656,295 | 34,015 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 637,692 | 33,051 | 0.39% | 0.39% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 635,095 | 32,916 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 625,627 | 32,426 | 0.16% | 0.16% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARCLAYS PLC | History | No change | 614,986 | 31,874 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 612,168 | 31,728 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 708,193 | 31,606 | 0.03% | 0.03% | 45 | +72,547 | 11.41% | Q3 2026 | Nov 02, 2026 |
| OLD REPUBLIC INTERNATIONAL CORP | History | Reduced | 659,600 | 29,438 | 1.31% | 1.36% | 46 | -41,000 | -5.85% | Q3 2026 | Oct 26, 2026 |
| Legal & General Group Plc | History | No change | 552,205 | 28,620 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 614,430 | 27,422 | 0.01% | 0.01% | 48 | +201,650 | 48.85% | Q3 2026 | Nov 02, 2026 |
| Qube Research & Technologies Ltd | History | No change | 520,347 | 26,969 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 500,000 | 25,915 | 0.32% | 0.32% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgewater Associates, LP | History | No change | 461,107 | 23,899 | 0.1% | 0.1% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 530,703 | 23,685 | 0.03% | 0.05% | 52 | -141,675 | -21.07% | Q3 2026 | Oct 28, 2026 |
| MetLife Investment Management, LLC | History | No change | 426,393 | 22,099 | 0.1% | 0.1% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 410,042 | 21,363 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 410,316 | 21,268 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 395,457 | 20,496 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 377,978 | 19,590 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FEDERATED HERMES, INC. | History | No change | 377,208 | 19,550 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 376,204 | 19,498 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 366,395 | 18,990 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 384,169 | 17,145 | 0.3% | 0.32% | 61 | +6,998 | 1.86% | Q3 2026 | Oct 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 308,701 | 16,290 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 297,850 | 15,437 | 0.1% | 0.1% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 295,100 | 15,295 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 293,855 | 15,230 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 292,689 | 15,169 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 275,526 | 14,280 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NUANCE INVESTMENTS, LLC | History | No change | 274,376 | 14,220 | 2.42% | 2.42% | 68 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Leeward Investments, LLC - MA | History | Added to | 316,157 | 14,110 | 0.71% | 0.54% | 69 | +87,371 | 38.19% | Q3 2026 | Oct 23, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 269,830 | 13,985 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 266,596 | 13,817 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 264,569 | 13,713 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 245,414 | 12,719 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | No change | 235,183 | 12,189 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Swiss National Bank | History | No change | 232,200 | 12,034 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 224,758 | 11,649 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 216,494 | 11,220 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 202,638 | 10,502 | 0.17% | 0.17% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 192,035 | 9,953 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Grove Partners LP | History | No change | 189,023 | 9,797 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 186,468 | 9,664 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | No change | 173,996 | 9,018 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Reduced | 198,179 | 8,844 | 1.14% | 1.28% | 83 | -4,703 | -2.32% | Q3 2026 | Nov 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 162,539 | 8,424 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 187,730 | 8,378 | 0.04% | 0.05% | 85 | +1,860 | 1.0% | Q3 2026 | Nov 03, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 178,659 | 7,973 | 0.05% | 0.05% | 86 | +15,575 | 9.55% | Q3 2026 | Oct 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 152,826 | 7,920 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 149,638 | 7,755 | 0.06% | 0.06% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 142,734 | 7,397 | 0.18% | 0.18% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 140,974 | 7,362 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 138,252 | 7,165 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 136,271 | 7,062 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 133,058 | 6,896 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| IEQ CAPITAL, LLC | History | No change | 133,023 | 6,894 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 130,531 | 6,765 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | No change | 128,069 | 6,637 | 0.87% | 0.87% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 122,585 | 6,353 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 122,526 | 6,350 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Edgestream Partners, L.P. | History | No change | 122,295 | 6,338 | 0.19% | 0.19% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | Added to | 139,759 | 6,237 | 0.0% | 0.0% | 100 | +25,532 | 22.35% | Q3 2026 | Nov 02, 2026 |
| Quantbot Technologies LP | History | No change | 119,747 | 6,206 | 0.24% | 0.24% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 118,335 | 6,133 | 0.16% | 0.16% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Magellan Asset Management Ltd | History | No change | 118,083 | 6,120 | 0.14% | 0.14% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Added to | 135,317 | 6,039 | 1.15% | 1.1% | 104 | +16,988 | 14.36% | Q3 2026 | Oct 27, 2026 |
| Sterling Capital Management LLC | History | Reduced | 133,518 | 5,958 | 0.12% | 0.12% | 105 | -8,673 | -6.1% | Q3 2026 | Oct 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 114,828 | 5,951 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 112,677 | 5,840 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 109,831 | 5,692 | 0.07% | 0.07% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TCW GROUP INC | History | No change | 108,732 | 5,635 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 106,880 | 5,539 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 106,710 | 5,530 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | Added to | 121,307 | 5,413 | 0.02% | 0.02% | 112 | +1,609 | 1.34% | Q3 2026 | Nov 04, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 119,863 | 5,349 | 0.01% | 0.01% | 113 | -597 | -0.5% | Q3 2026 | Nov 05, 2026 |
| Mariner, LLC | History | No change | 101,503 | 5,261 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 99,850 | 5,175 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 97,953 | 5,076 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 113,394 | 5,060 | 0.15% | 0.16% | 117 | +13,038 | 12.99% | Q3 2026 | Oct 19, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 94,984 | 4,923 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Martin Capital Partners, LLC | History | Added to | 108,585 | 4,846 | 1.74% | 2.07% | 119 | +43 | 0.04% | Q3 2026 | Oct 07, 2026 |
| Dean Capital Management | History | No change | 93,019 | 4,821 | 1.75% | 1.75% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 91,466 | 4,740 | 0.63% | 0.63% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 87,692 | 4,545 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 87,645 | 4,542 | 0.07% | 0.07% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 87,296 | 4,524 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 86,886 | 4,503 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 100,332 | 4,478 | 0.51% | 0.26% | 126 | +55,751 | 125.06% | Q3 2026 | Oct 16, 2026 |
| LPL Financial LLC | History | No change | 81,856 | 4,242 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Engineers Gate Manager LP | History | No change | 80,264 | 4,160 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 79,609 | 4,126 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 75,588 | 3,917 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 75,029 | 3,889 | 0.25% | 0.25% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ghisallo Capital Management LLC | History | No change | 75,000 | 3,887 | 0.08% | 0.08% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 72,017 | 3,732 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 69,843 | 3,668 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 69,392 | 3,596 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 68,287 | 3,539 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 77,000 | 3,436 | 0.02% | 0.01% | 137 | +31,300 | 68.49% | Q3 2026 | Oct 28, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 66,283 | 3,434 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACQUARIE GROUP LTD | History | No change | 66,044 | 3,423 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 65,715 | 3,406 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quantinno Capital Management LP | History | No change | 65,370 | 3,388 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 61,214 | 3,172 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 60,413 | 3,131 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ICON ADVISERS INC/CO | History | No change | 60,266 | 3,123 | 0.59% | 0.59% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 59,431 | 3,080 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jump Financial, LLC | History | No change | 57,914 | 3,001 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 57,456 | 2,977 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 56,281 | 2,917 | 0.12% | 0.12% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DekaBank Deutsche Girozentrale | History | Reduced | 64,801 | 2,892 | 0.0% | 0.01% | 149 | -13,477 | -17.22% | Q3 2026 | Oct 27, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 55,490 | 2,876 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Reduced | 64,202 | 2,865 | 0.01% | 0.02% | 151 | -15,272 | -19.22% | Q3 2026 | Nov 02, 2026 |
| Graham Capital Management, L.P. | History | No change | 53,695 | 2,783 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 52,482 | 2,720 | 0.18% | 0.18% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 51,853 | 2,687 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | Reduced | 59,859 | 2,671 | 0.0% | 0.0% | 155 | -84,387 | -58.5% | Q3 2026 | Nov 04, 2026 |
| CONNORS INVESTOR SERVICES INC | History | No change | 51,209 | 2,654 | 0.23% | 0.23% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 49,897 | 2,586 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 48,772 | 2,527 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | No change | 48,505 | 2,514 | 0.21% | 0.21% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aventail Capital Group, LP | History | No change | 48,468 | 2,512 | 0.14% | 0.14% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 48,000 | 2,487 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 47,402 | 2,456 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 47,260 | 2,449 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Carrera Capital Advisors | History | Added to | 53,661 | 2,424 | 0.34% | 0.39% | 164 | +3,487 | 6.95% | Q3 2026 | Nov 03, 2026 |
| Tidal Investments LLC | History | No change | 46,238 | 2,396 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 44,509 | 2,306 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 51,451 | 2,296 | 0.01% | 0.01% | 167 | +7,057 | 15.9% | Q3 2026 | Nov 02, 2026 |
| SummitTX Capital, L.P. | History | No change | 44,281 | 2,295 | 0.06% | 0.06% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 43,591 | 2,259 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMALGAMATED BANK | History | Added to | 50,415 | 2,250 | 0.02% | 0.02% | 170 | +1,212 | 2.46% | Q3 2026 | Oct 23, 2026 |
| STRS OHIO | History | Added to | 49,400 | 2,204 | 0.01% | 0.01% | 171 | +14,400 | 41.14% | Q3 2026 | Oct 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 42,429 | 2,199 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 42,150 | 2,184 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fox Hill Wealth Management | History | No change | 42,047 | 2,179 | 0.87% | 0.87% | 174 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TRUST CO OF VERMONT | History | Added to | 47,707 | 2,129 | 0.08% | 0.08% | 175 | +7,990 | 20.12% | Q3 2026 | Oct 21, 2026 |
| Jefferies Financial Group Inc. | History | New | 47,500 | 2,119 | 0.02% | — | 176 | +47,500 | New | Q3 2026 | Nov 05, 2026 |
| DC Investments Management, LLC | History | No change | 40,750 | 2,112 | 0.72% | 0.72% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 47,197 | 2,106 | 0.06% | — | 178 | +47,197 | New | Q3 2026 | Oct 22, 2026 |
| Defiance ETFs, LLC | History | No change | 38,506 | 1,981 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 43,964 | 1,967 | 0.0% | 0.0% | 180 | +12,371 | 39.16% | Q3 2026 | Nov 04, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 43,174 | 1,926 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 36,462 | 1,890 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 42,198 | 1,883 | 0.0% | 0.0% | 183 | -966 | -2.24% | Q3 2026 | Oct 30, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 41,686 | 1,860 | 0.02% | 0.02% | 184 | -137 | -0.33% | Q3 2026 | Oct 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 34,891 | 1,808 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 34,581 | 1,792 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversified Trust Co | History | No change | 34,426 | 1,784 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 37,825 | 1,688 | 4.12% | — | 188 | +37,825 | New | Q3 2026 | Oct 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 37,166 | 1,685 | 0.0% | 0.0% | 189 | -7,963 | -17.64% | Q3 2026 | Oct 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 32,035 | 1,660 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 36,091 | 1,610 | 0.05% | 0.04% | 191 | +8,013 | 28.54% | Q3 2026 | Oct 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 30,977 | 1,605 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 30,308 | 1,570 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 34,900 | 1,557 | 0.02% | 0.03% | 194 | +1,000 | 2.95% | Q3 2026 | Oct 20, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | No change | 32,745 | 1,461 | 0.97% | 1.09% | 195 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Arizona State Retirement System | History | Added to | 32,601 | 1,454 | 0.01% | 0.01% | 196 | +668 | 2.09% | Q3 2026 | Nov 03, 2026 |
| Ethos Financial Group, LLC | History | No change | 27,815 | 1,441 | 0.1% | 0.1% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 27,642 | 1,432 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 31,678 | 1,413 | 0.02% | 0.02% | 199 | -940 | -2.88% | Q3 2026 | Oct 22, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 30,919 | 1,379 | 0.03% | 0.0% | 200 | +26,432 | 589.08% | Q3 2026 | Oct 16, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 26,593 | 1,378 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| South Dakota Investment Council | History | No change | 26,381 | 1,367 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WINTON GROUP Ltd | History | No change | 26,135 | 1,354 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 26,033 | 1,349 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ilex Capital Partners (UK) LLP | History | No change | 25,971 | 1,346 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 25,797 | 1,343 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sciencast Management LP | History | No change | 25,600 | 1,326 | 0.27% | 0.27% | 207 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DRW Securities, LLC | History | No change | 24,885 | 1,289 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 24,634 | 1,276 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vise Technologies, Inc. | History | Added to | 28,171 | 1,257 | 0.01% | 0.02% | 210 | +2,590 | 10.12% | Q3 2026 | Oct 28, 2026 |
| Man Group plc | History | No change | 24,222 | 1,255 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 28,098 | 1,254 | 0.01% | 0.02% | 212 | -500 | -1.75% | Q3 2026 | Oct 05, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 27,600 | 1,231 | 0.01% | 0.01% | 213 | +500 | 1.85% | Q3 2026 | Oct 27, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 23,314 | 1,208 | 0.88% | 0.88% | 214 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 23,283 | 1,207 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,705 | 1,191 | 0.0% | 0.0% | 216 | -16,676 | -38.44% | Q3 2026 | Nov 02, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 22,795 | 1,181 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 22,221 | 1,151 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 22,206 | 1,150 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 21,888 | 1,134 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 25,124 | 1,121 | 0.0% | 0.0% | 221 | -11,215 | -30.86% | Q3 2026 | Oct 22, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 21,461 | 1,112 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 24,147 | 1,090 | 0.0% | 0.0% | 223 | -1,852 | -7.12% | Q3 2026 | Oct 20, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 24,403 | 1,089 | 0.01% | 0.01% | 224 | +500 | 2.09% | Q3 2026 | Oct 29, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 20,587 | 1,067 | 0.06% | 0.06% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CSM Advisors, LLC | History | No change | 20,483 | 1,062 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 19,595 | 1,015 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 22,700 | 1,013 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| ALLSTATE CORP | History | No change | 19,280 | 999 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 22,262 | 994 | 0.0% | 0.0% | 230 | +1,865 | 9.14% | Q3 2026 | Nov 02, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 21,880 | 976 | 0.01% | 0.01% | 231 | -14 | -0.06% | Q3 2026 | Oct 08, 2026 |
| Quadrature Capital Ltd | History | No change | 18,662 | 967 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jain Global LLC | History | No change | 18,624 | 965 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 21,447 | 957 | 0.0% | 0.0% | 234 | +2,016 | 10.38% | Q3 2026 | Nov 03, 2026 |
| Jacobi Capital Management LLC | History | Added to | 21,371 | 953 | 0.05% | 0.05% | 235 | +464 | 2.22% | Q3 2026 | Nov 05, 2026 |
| Neo Ivy Capital Management | History | No change | 18,013 | 933 | 0.21% | 0.21% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sivia Capital Partners, LLC | History | No change | 17,767 | 920 | 0.11% | 0.11% | 237 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atria Investments, Inc | History | Reduced | 20,612 | 919 | 0.01% | 0.01% | 238 | -3,795 | -15.55% | Q3 2026 | Oct 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 20,547 | 917 | 0.01% | 0.01% | 239 | -638 | -3.01% | Q3 2026 | Oct 26, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 17,431 | 903 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 20,171 | 900 | 0.01% | 0.01% | 241 | -839 | -3.99% | Q3 2026 | Oct 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 17,245 | 893 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHOREO, LLC | History | Added to | 19,383 | 865 | 0.01% | 0.01% | 243 | +42 | 0.22% | Q3 2026 | Oct 28, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Reduced | 19,198 | 857 | 0.02% | 0.02% | 244 | -800 | -4.0% | Q3 2026 | Nov 05, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 16,177 | 838 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 15,991 | 828 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 15,985 | 828 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pacer Advisors, Inc. | History | No change | 15,882 | 823 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 15,828 | 820 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Entropy Technologies, LP | History | No change | 15,562 | 806 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHELSEA COUNSEL CO | History | No change | 15,300 | 801 | 0.34% | 0.34% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 17,866 | 797 | 0.01% | 0.01% | 252 | -376 | -2.06% | Q3 2026 | Oct 27, 2026 |
| Investors Research Corp | History | Reduced | 17,670 | 788 | 0.14% | 0.17% | 253 | -647 | -3.53% | Q3 2026 | Oct 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 17,303 | 772 | 0.0% | 0.0% | 254 | +287 | 1.69% | Q3 2026 | Oct 28, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 14,765 | 765 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Odyssean, LLC | History | No change | 14,735 | 763 | 0.12% | 0.12% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 16,900 | 754 | 0.14% | 0.16% | 257 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| XPONANCE LLC | History | Reduced | 16,612 | 741 | 0.0% | 0.01% | 258 | -645 | -3.74% | Q3 2026 | Nov 03, 2026 |
| US BANCORP \DE\ | History | Reduced | 16,433 | 733 | 0.0% | 0.0% | 259 | -1,177 | -6.68% | Q3 2026 | Nov 05, 2026 |
| Huber Capital Management LLC | History | No change | 13,870 | 718 | 0.11% | 0.11% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 13,672 | 708 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 13,532 | 701 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BURNEY CO/ | History | Reduced | 15,574 | 695 | 0.02% | 0.03% | 263 | -2,368 | -13.2% | Q3 2026 | Oct 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 12,958 | 671 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 14,774 | 659 | 0.01% | 0.01% | 265 | -124 | -0.83% | Q3 2026 | Oct 15, 2026 |
| Private Advisor Group, LLC | History | No change | 12,550 | 650 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 12,070 | 625 | 0.05% | 0.05% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COWA, LLC | History | Added to | 13,626 | 608 | 0.15% | 0.15% | 268 | +1,772 | 14.95% | Q3 2026 | Oct 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 11,689 | 605 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Merit Financial Group, LLC | History | No change | 11,661 | 604 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INCEPTIONR LLC | History | No change | 11,359 | 588 | 0.14% | 0.14% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | No change | 11,252 | 583 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 11,210 | 581 | 0.19% | 0.19% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 13,015 | 580 | 0.06% | 0.06% | 274 | +1,114 | 9.36% | Q3 2026 | Oct 22, 2026 |
| Leonteq Securities AG | History | Added to | 12,985 | 579 | 0.02% | 0.02% | 275 | +738 | 6.03% | Q3 2026 | Oct 29, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 10,845 | 568 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ballentine Partners, LLC | History | No change | 10,924 | 566 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Atom Investors LP | History | No change | 10,930 | 566 | 0.05% | 0.05% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaGrep UK Ltd | History | No change | 10,798 | 559 | 0.17% | 0.17% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 10,313 | 534 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 11,875 | 529 | 0.01% | 0.0% | 281 | +5,655 | 90.92% | Q3 2026 | Oct 23, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 11,855 | 529 | 0.0% | 0.0% | 282 | +37 | 0.31% | Q3 2026 | Nov 03, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 11,818 | 527 | 0.01% | 0.01% | 283 | -2,681 | -18.49% | Q3 2026 | Nov 03, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 11,417 | 509 | 0.09% | 0.11% | 284 | -162 | -1.4% | Q3 2026 | Oct 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 9,806 | 508 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 9,770 | 506 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 9,760 | 505 | 0.05% | 0.05% | 287 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 11,131 | 496 | 0.0% | 0.0% | 288 | -7,952 | -41.67% | Q3 2026 | Oct 27, 2026 |
| Quarry LP | History | No change | 9,509 | 492 | 0.04% | 0.04% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Reduced | 11,004 | 491 | 0.01% | 0.01% | 290 | -1,723 | -13.54% | Q3 2026 | Nov 03, 2026 |
| IFM Investors Pty Ltd | History | Added to | 10,793 | 481 | 0.0% | 0.0% | 291 | +2,479 | 29.82% | Q3 2026 | Oct 13, 2026 |
| Bank & Trust Co | History | Added to | 10,643 | 474 | 0.3% | 0.33% | 292 | +528 | 5.22% | Q3 2026 | Oct 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 9,112 | 472 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SYON CAPITAL LLC | History | No change | 9,071 | 470 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 8,900 | 461 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sowell Financial Services LLC | History | Reduced | 10,293 | 459 | 0.01% | 0.02% | 296 | -894 | -7.99% | Q3 2026 | Oct 23, 2026 |
| Empowered Funds, LLC | History | No change | 8,790 | 455 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 10,168 | 453 | 0.01% | 0.01% | 298 | -236 | -2.27% | Q3 2026 | Oct 20, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 8,534 | 447 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| First Pacific Financial | History | Added to | 9,873 | 440 | 0.05% | 0.06% | 300 | +478 | 5.09% | Q3 2026 | Oct 14, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 9,735 | 434 | 0.07% | 0.08% | 301 | -246 | -2.46% | Q3 2026 | Oct 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 8,101 | 420 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 8,020 | 415 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 9,279 | 414 | 0.09% | 0.11% | 304 | -666 | -6.7% | Q3 2026 | Oct 28, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 7,898 | 409 | 0.07% | 0.07% | 305 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 9,148 | 408 | 0.09% | 0.11% | 306 | -336 | -3.54% | Q3 2026 | Oct 23, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 7,741 | 405 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Michels Family Financial, LLC | History | Added to | 8,986 | 401 | 0.25% | 0.29% | 308 | +225 | 2.57% | Q3 2026 | Nov 02, 2026 |
| Intrua Financial, LLC | History | Added to | 8,863 | 395 | 0.04% | 0.04% | 309 | +117 | 1.34% | Q3 2026 | Oct 28, 2026 |
| Cullen Capital Management, LLC | History | No change | 7,612 | 394 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 7,588 | 393 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,575 | 392 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Centiva Capital, LP | History | No change | 7,533 | 390 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,299 | 378 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 7,011 | 363 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 6,981 | 361 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | No change | 6,668 | 345 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DnB Asset Management AS | History | No change | 6,611 | 342 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XTX Topco Ltd | History | No change | 6,501 | 336 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSS LLC/IL | History | No change | 6,200 | 321 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 7,108 | 317 | 0.0% | 0.0% | 321 | -1,291 | -15.37% | Q3 2026 | Oct 23, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 5,982 | 313 | 0.05% | 0.05% | 322 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 6,895 | 307 | 0.0% | 0.0% | 324 | -271 | -3.78% | Q3 2026 | Oct 21, 2026 |
| BAILARD, INC. | History | No change | 6,900 | 307 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| &PARTNERS | History | No change | 5,811 | 301 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 5,762 | 301 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 6,798 | 300 | 0.04% | 0.03% | 327 | +2,777 | 69.06% | Q3 2026 | Nov 02, 2026 |
| CONNABLE OFFICE INC | History | No change | 5,718 | 296 | 0.03% | 0.03% | 328 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Horizon Investment Services, LLC | History | No change | 5,712 | 296 | 0.08% | 0.08% | 329 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 5,664 | 293 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 5,574 | 288 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | Reduced | 6,451 | 287 | 0.0% | 0.0% | 332 | -2,254 | -25.89% | Q3 2026 | Oct 22, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 6,381 | 284 | 0.02% | 0.02% | 334 | -723 | -10.18% | Q3 2026 | Oct 28, 2026 |
| World Investment Advisors | History | No change | 5,391 | 284 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 5,446 | 282 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,436 | 281 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Bridgefront Capital, LLC | History | No change | 5,406 | 280 | 0.07% | 0.07% | 337 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 5,296 | 274 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 6,037 | 269 | 0.01% | 0.01% | 339 | +269 | 4.66% | Q3 2026 | Oct 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,927 | 264 | 0.0% | 0.01% | 340 | -2,080 | -25.98% | Q3 2026 | Nov 03, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 5,869 | 261 | 0.01% | — | 341 | +5,869 | New | Q3 2026 | Oct 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 4,969 | 260 | 0.02% | 0.02% | 342 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,004 | 259 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 4,962 | 257 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 5,559 | 248 | 0.0% | 0.0% | 345 | +149 | 2.75% | Q3 2026 | Nov 05, 2026 |
| VIKING FUND MANAGEMENT LLC | History | No change | 5,500 | 245 | 0.02% | 0.03% | 346 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 5,376 | 239 | 0.07% | 0.09% | 347 | -200 | -3.59% | Q3 2026 | Oct 19, 2026 |
| Sigma Planning Corp | History | Reduced | 5,302 | 236 | 0.01% | 0.01% | 348 | -42 | -0.79% | Q3 2026 | Oct 23, 2026 |
| Allworth Financial LP | History | No change | 4,545 | 235 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brucke Financial, Inc. | History | Added to | 5,160 | 230 | 0.1% | 0.1% | 350 | +903 | 21.21% | Q3 2026 | Oct 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,437 | 229 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 5,082 | 226 | 0.01% | 0.02% | 353 | -413 | -7.52% | Q3 2026 | Oct 16, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 4,362 | 226 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 5,000 | 225 | 0.08% | 0.09% | 354 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 4,282 | 221 | 0.07% | 0.07% | 355 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inscription Capital, LLC | History | No change | 4,916 | 219 | 0.02% | 0.02% | 356 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Teza Capital Management LLC | History | New | 4,903 | 218 | 0.19% | — | 357 | +4,903 | New | Q3 2026 | Oct 23, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 4,806 | 214 | 0.02% | 0.03% | 360 | -31 | -0.64% | Q3 2026 | Oct 14, 2026 |
| Composition Wealth, LLC | History | No change | 4,135 | 214 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,130 | 214 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GAMMA Investing LLC | History | Added to | 4,771 | 212 | 0.01% | 0.01% | 361 | +1,034 | 27.67% | Q3 2026 | Oct 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,062 | 210 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 3,956 | 206 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 4,582 | 204 | 0.01% | — | 364 | +4,582 | New | Q3 2026 | Oct 30, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 4,528 | 202 | 0.0% | 0.0% | 365 | -1,738 | -27.74% | Q3 2026 | Oct 23, 2026 |
| KBC Group NV | History | Added to | 4,519 | 202 | 0.0% | 0.0% | 366 | +1,246 | 38.07% | Q3 2026 | Oct 22, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 4,492 | 200 | 0.01% | 0.01% | 367 | -92 | -2.01% | Q3 2026 | Oct 28, 2026 |
| CoreFirst Bank & Trust | History | No change | 3,411 | 176 | 0.09% | 0.09% | 368 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Strategic Investment Advisors / MI | History | No change | 3,257 | 168 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,623 | 161 | 0.02% | 0.02% | 370 | +26 | 0.72% | Q3 2026 | Oct 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 2,835 | 146 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Quantum Portfolio Management LLC | History | No change | 2,599 | 134 | 0.05% | 0.05% | 372 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Added to | 2,650 | 119 | 0.08% | 0.08% | 373 | +66 | 2.55% | Q3 2026 | Oct 30, 2026 |
| Horizon Investments, LLC | History | No change | 2,043 | 105 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | Added to | 2,230 | 99 | 0.0% | 0.0% | 375 | +2 | 0.09% | Q3 2026 | Oct 15, 2026 |
| City State Bank | History | No change | 2,135 | 95 | 0.02% | 0.03% | 376 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Bayforest Capital Ltd | History | New | 2,121 | 94 | 0.14% | — | 378 | +2,121 | New | Q3 2026 | Nov 03, 2026 |
| Versant Capital Management, Inc | History | Reduced | 2,107 | 94 | 0.01% | 0.01% | 377 | -262 | -11.06% | Q3 2026 | Oct 01, 2026 |
| Smithfield Trust Co | History | No change | 1,760 | 92 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WHITTIER TRUST CO | History | No change | 1,636 | 85 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,759 | 78 | 0.0% | 0.0% | 381 | -786 | -30.88% | Q3 2026 | Oct 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,724 | 76 | 0.0% | 0.0% | 382 | -747 | -30.23% | Q3 2026 | Nov 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,469 | 76 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 1,450 | 75 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EASTERN BANK | History | No change | 1,600 | 71 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,368 | 71 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| State of Wyoming | History | Added to | 1,432 | 63 | 0.0% | 0.01% | 388 | +239 | 20.03% | Q3 2026 | Oct 28, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 1,417 | 63 | 0.0% | 0.0% | 387 | +111 | 8.5% | Q3 2026 | Oct 26, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 1,100 | 57 | 0.03% | 0.03% | 389 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 1,086 | 56 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| HM PAYSON & CO | History | No change | 1,000 | 51 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,000 | 51 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,100 | 49 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| ASSETMARK, INC | History | Added to | 1,006 | 44 | 0.0% | 0.0% | 395 | +786 | 357.27% | Q3 2026 | Oct 21, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 1,000 | 44 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| CGC Financial Services, LLC | History | No change | 1,000 | 44 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 835 | 43 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthCollab, LLC | History | No change | 813 | 42 | 0.02% | 0.02% | 398 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Optiver Holding B.V. | History | No change | 789 | 40 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Estabrook Capital Management | History | No change | 766 | 39 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Added to | 859 | 38 | 0.02% | 0.02% | 401 | +212 | 32.77% | Q3 2026 | Oct 14, 2026 |
| SHP Wealth Management | History | No change | 727 | 37 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Root Financial Partners, LLC | History | New | 726 | 32 | 0.0% | — | 404 | +726 | New | Q3 2026 | Oct 21, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 630 | 32 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 695 | 31 | 0.0% | 0.0% | 406 | +317 | 83.86% | Q3 2026 | Oct 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 699 | 31 | 0.0% | 0.0% | 405 | +78 | 12.56% | Q3 2026 | Oct 27, 2026 |
| LRI Investments, LLC | History | No change | 616 | 31 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 662 | 30 | 0.0% | 0.0% | 408 | +29 | 4.58% | Q3 2026 | Oct 22, 2026 |
| Costello Asset Management, INC | History | Added to | 660 | 29 | 0.01% | 0.01% | 409 | +3 | 0.46% | Q3 2026 | Oct 30, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 624 | 27 | 0.0% | 0.0% | 411 | -203 | -24.55% | Q3 2026 | Oct 20, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 535 | 27 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 519 | 27 | 0.02% | 0.02% | 412 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Basepoint Wealth LLC | History | No change | 510 | 26 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 481 | 25 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WPG Advisers, LLC | History | Added to | 554 | 24 | 0.01% | 0.02% | 415 | +1 | 0.18% | Q3 2026 | Oct 27, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 530 | 23 | 0.0% | 0.0% | 416 | -7,896 | -93.71% | Q3 2026 | Nov 04, 2026 |
| TD Waterhouse Canada Inc. | History | New | 500 | 22 | 0.0% | — | 418 | +500 | New | Q3 2026 | Oct 16, 2026 |
| V-Square Quantitative Management LLC | History | No change | 514 | 22 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 408 | 21 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 450 | 20 | 0.0% | 0.0% | 420 | -2 | -0.44% | Q3 2026 | Oct 28, 2026 |
| Sachetta, LLC | History | No change | 391 | 20 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 427 | 19 | 0.0% | 0.0% | 422 | -73 | -14.6% | Q3 2026 | Oct 28, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 421 | 18 | 0.0% | 0.0% | 424 | +209 | 98.58% | Q3 2026 | Oct 21, 2026 |
| Clearstead Advisors, LLC | History | No change | 350 | 18 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 324 | 16 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 345 | 15 | 0.01% | 0.0% | 427 | +212 | 159.4% | Q3 2026 | Nov 05, 2026 |
| Graney & King, LLC | History | No change | 300 | 15 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 314 | 14 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 257 | 13 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 297 | 13 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Quent Capital, LLC | History | No change | 270 | 13 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 260 | 13 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rossby Financial, LCC | History | Reduced | 271 | 12 | 0.0% | 0.0% | 436 | -45 | -14.24% | Q3 2026 | Nov 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 289 | 12 | 0.0% | 0.0% | 434 | -17 | -5.56% | Q3 2026 | Oct 05, 2026 |
| GROUP ONE TRADING LLC | History | No change | 250 | 12 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 281 | 12 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Accent Capital Management, LLC | History | No change | 213 | 11 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 215 | 11 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 244 | 10 | 0.0% | — | 440 | +244 | New | Q3 2026 | Oct 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 200 | 10 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 186 | 9 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 175 | 9 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | Added to | 194 | 8 | 0.0% | 0.0% | 443 | +25 | 14.79% | Q3 2026 | Nov 05, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 161 | 7 | 0.0% | 0.0% | 447 | -319 | -66.46% | Q3 2026 | Oct 26, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 174 | 7 | 0.0% | 0.0% | 445 | +52 | 42.62% | Q3 2026 | Oct 20, 2026 |
| Activest Wealth Management | History | Added to | 173 | 7 | 0.0% | 0.0% | 446 | +40 | 30.08% | Q3 2026 | Oct 15, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 167 | 7 | 0.0% | 0.0% | 448 | +1 | 0.6% | Q3 2026 | Oct 28, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 144 | 7 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 142 | 7 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 135 | 6 | 0.0% | 0.0% | 450 | -252 | -65.12% | Q3 2026 | Oct 13, 2026 |
| GK Wealth Management LLC | History | New | 154 | 6 | 0.0% | — | 451 | +154 | New | Q3 2026 | Oct 09, 2026 |
| CVA Family Office, LLC | History | No change | 107 | 5 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 97 | 5 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Wealth Management, LLC | History | New | 92 | 4 | 0.0% | — | 459 | +92 | New | Q3 2026 | Nov 03, 2026 |
| Signature Equity Partners, LLC | History | Added to | 103 | 4 | 0.0% | — | 457 | +84 | 442.11% | Q3 2026 | Oct 29, 2026 |
| Fortitude Family Office, LLC | History | Added to | 104 | 4 | 0.0% | 0.0% | 455 | +23 | 28.4% | Q3 2026 | Oct 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 98 | 4 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Kilter Group LLC | History | No change | 93 | 4 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 82 | 3 | 0.0% | — | 466 | +82 | New | Q3 2026 | Oct 15, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 68 | 3 | 0.0% | — | 467 | +68 | New | Q3 2026 | Oct 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 77 | 3 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Anchor Investment Management, LLC | History | No change | 63 | 3 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Bogart Wealth, LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rialto Wealth Management, LLC | History | No change | 76 | 3 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sankala Group LLC | History | No change | 61 | 3 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 47 | 2 | 0.0% | — | 477 | +47 | New | Q3 2026 | Oct 16, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 54 | 2 | 0.0% | 0.0% | 472 | +3 | 5.88% | Q3 2026 | Nov 03, 2026 |
| FIRST HORIZON CORP | History | Added to | 49 | 2 | 0.0% | 0.0% | 468 | +1 | 2.08% | Q3 2026 | Oct 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 54 | 2 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| IFG Advisory, LLC | History | No change | 56 | 2 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 53 | 2 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SITTNER & NELSON, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Synergy Investment Management, LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 37 | 1 | 0.0% | 0.0% | 480 | -182 | -83.11% | Q3 2026 | Oct 21, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 29 | 1 | 0.0% | — | 482 | +11 | 61.11% | Q3 2026 | Oct 27, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 26 | 1 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 25 | 1 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 30 | 1 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.05% | — | -36,500 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,112 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Burns Matteson Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -11,812 | -100.0% | Q3 2026 | Oct 16, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -10,874 | -100.0% | Q3 2026 | Oct 13, 2026 |
| iA Global Asset Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,147 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,342 | -100.0% | Q3 2026 | Nov 04, 2026 |
| GREENLEAF TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -4,038 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,031 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Longboard Asset Management, LP | History | Closed out | 0 | 0 | — | 3.39% | — | -3,904 | -100.0% | Q3 2026 | Oct 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,443 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,369 | -100.0% | Q3 2026 | Oct 29, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -595 | -100.0% | Q3 2026 | Oct 15, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -236 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -230 | -100.0% | Q3 2026 | Oct 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 14 | 0 | — | 0.0% | — | -161 | -92.0% | Q3 2026 | Oct 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 19 | 0 | — | 0.0% | — | -156 | -89.14% | Q3 2026 | Oct 29, 2026 |
| Acumen Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Fulcrum Asset Management LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Elyxium Wealth, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 27, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 16 | 0 | — | — | — | -1 | -5.88% | Q3 2026 | Oct 27, 2026 |
| Monetary Solutions, Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 22, 2026 |
| S&T BANK/PA | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 22 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Key FInancial Inc | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| DecisionPoint Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Bare Financial Services, Inc | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Rakuten Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Caitlin John, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| American Capital Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| HFM Investment Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Torren Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Planning Strategies Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Highland Investment Advisors LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |